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 464,56 / share. Previously, on September 16, 2024, the share price was 365,63 / share. This represents an increase of 27,06% 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.
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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.
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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 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 842 | 1,49 | 782 | 19,39 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 275 977 | −5,29 | 99 653 | −14,84 | ||||
2025-06-25 | NP | WEAFX - Wells Fargo WealthBuilder Equity Fund Class A | 24 836 | 3,55 | 9 110 | −7,20 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 2 082 | 194,07 | 884 | 246,67 | ||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 979 | 0,00 | 416 | 17,56 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 275 | 0,00 | 117 | 17,17 | ||||
2025-07-30 | 13F | Ardent Capital Management, Inc. | 1 510 | 0,00 | 641 | 17,61 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 274 | −15,24 | 913 | −5,68 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 3 364 | 4,80 | 1 428 | 23,21 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 134 | 0,00 | 57 | 16,67 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 22 478 | 1,93 | 9 544 | 19,86 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 1 075 | −37,90 | 456 | −27,04 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 4 086 | −5,92 | 1 735 | 10,59 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 5 885 | −1,92 | 2 498 | 15,33 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 10 868 | −7,00 | 4 615 | 9,36 | ||||
2025-08-14 | 13F | Fmr Llc | 8 792 094 | −7,08 | 3 732 947 | 9,26 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 22 844 | 31,03 | 10 119 | 60,73 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 667 | 0,00 | 283 | 17,92 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 593 | −0,34 | 252 | 17,29 | ||||
2025-07-15 | 13F | IMS Capital Management | 28 611 | −1,38 | 12 147 | 15,96 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 1 437 | 1,20 | 610 | 18,95 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 2 835 | −7,17 | 1 204 | 9,17 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 141 610 | 58,32 | 60 125 | 86,15 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 3 790 | 10,69 | 1 609 | 30,18 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 527 | 224 | ||||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 1 212 | 0,08 | 515 | 17,62 | ||||
2025-07-23 | 13F | Matisse Capital | 907 | 0,00 | 385 | 17,74 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 1 043 | 0,00 | 443 | 17,55 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 18 428 | 0,00 | 7 824 | 17,58 | ||||
2025-08-13 | 13F | Arjuna Capital | 431 | 0,00 | 183 | 17,42 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5 275 | 53,79 | 2 118 | 71,08 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 501 | 213 | ||||||
2025-08-04 | 13F | Mill Capital Management, LLC | 200 | 0,00 | 85 | 16,67 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 170 425 | 0,28 | 496 939 | 17,91 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 26 073 | 0,77 | 11 070 | 18,50 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 100 | 0,00 | 42 | 16,67 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 1 024 | 435 | ||||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 1 121 | 0,00 | 476 | 17,57 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 6 906 | 3,69 | 2 932 | 21,96 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 399 | 0,00 | 169 | 17,36 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 1 001 | 0,00 | 429 | 18,84 | ||||
2025-07-30 | 13F | Retirement Planning Group | 2 643 | 146,09 | 1 122 | 189,92 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 3 673 | −0,68 | 1 559 | 16,78 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 83 580 | −1,27 | 35 487 | 16,09 | ||||
2025-08-11 | 13F | Goodman Financial Corp | 10 117 | 0,00 | 4 295 | 17,57 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 919 | 52,66 | 390 | 79,72 | ||||
2025-08-08 | 13F | King Wealth | 1 922 | 0,00 | 1 | |||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 6 013 | 2,47 | 2 553 | 20,48 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 103 343 | 0,54 | 43 877 | 18,22 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 581 | 247 | ||||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 9 428 | 0,73 | 3 404 | −9,42 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 19 943 | −3,40 | 8 468 | 13,59 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 35 143 | 11,12 | 15 | 27,27 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 56 | 0,00 | 24 | 15,00 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 149 047 | −0,45 | 63 282 | 17,06 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 2 016 | 0,00 | 1 | |||||
2025-08-07 | 13F | Americana Partners, LLC | 55 096 | 377,48 | 23 393 | 461,50 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 8 248 | 3,72 | 3 502 | 21,94 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 1 300 | 88,41 | 552 | 121,29 | ||||
2025-05-29 | NP | MBCGX - MassMutual Select Blue Chip Growth Fund Class A | 14 451 | −1,05 | 5 218 | −11,02 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 3 691 | 0,33 | 1 567 | 18,00 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 8 288 | −0,74 | 3 519 | 16,68 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 530 | 225 | ||||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 658 277 | 0,55 | 279 491 | 18,23 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 14 339 | −1,48 | 6 088 | 15,85 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 5 189 | 0,00 | 2 203 | 17,62 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 1 090 | −16,48 | 394 | −17,26 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 4 376 | 0,11 | 1 858 | 17,68 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 12 651 | 10,12 | 5 371 | 29,48 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 983 | 0,00 | 417 | 17,80 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 10 304 | 0,00 | 4 | 33,33 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 1 328 | 0,00 | 564 | 17,54 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 255 | 0,00 | 108 | 17,39 | ||||
2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 322 | 11,54 | 1 835 | 31,09 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 2 475 | −28,67 | 1 051 | −16,20 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 44 505 | −18,89 | 18 896 | −4,63 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 3 018 | −19,95 | 1 281 | −5,88 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 2 460 | 2,84 | 1 044 | 20,97 | ||||
2025-07-22 | 13F | Accel Wealth Management | 501 | 213 | ||||||
2025-06-25 | NP | EAAFX - Wells Fargo Asset Allocation Fund Class A | 76 224 | −22,61 | 27 958 | −30,65 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 594 | 0,00 | 252 | 17,76 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 5 498 | 8,91 | 2 334 | 28,10 | ||||
2025-08-12 | 13F | Left Brain Wealth Management, LLC | 1 635 | 0,00 | 694 | 17,63 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 19 054 | −2,91 | 8 090 | 14,15 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 11 554 | −1,19 | 4 906 | 16,18 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4 986 | 3,88 | 2 117 | 22,10 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 505 | 214 | ||||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-22 | NP | ELGAX - Columbia Select Large Cap Growth Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Next Level Private LLC | 17 372 | −0,03 | 7 376 | 17,55 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 1 531 | 1,26 | 650 | 19,27 | ||||
2025-08-14 | 13F | Woodline Partners LP | 7 919 | 3 362 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 336 | 27,77 | 9 059 | 50,24 | ||||
2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 1 504 | −17,18 | 639 | −2,60 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 36 197 | −38,45 | 15 369 | −27,63 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 15 719 | −0,30 | 6 674 | 17,21 | ||||
2025-08-26 | NP | GEIZX - Growth Equity Index Fund Investor | 7 941 | −25,41 | 3 372 | −12,30 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 2 100 | −2,96 | 892 | 14,08 | ||||
2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 1 822 | 0,00 | 774 | 17,66 | ||||
2025-05-22 | NP | HIACX - Hartford Capital Appreciation Hls Fund Ia | 82 136 | 388,67 | 29 658 | 339,44 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 600 | 0,00 | 255 | 17,59 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 350 | −12,50 | 149 | 2,78 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 3 272 | −1,24 | 1 389 | 16,14 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 1 207 | −2,35 | 512 | 14,80 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5 285 390 | 1,35 | 2 244 071 | 19,18 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 37 | 0,00 | 0 | |||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 1 348 | 0,00 | 487 | 0,00 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1 337 | 4,86 | 568 | 23,26 | ||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 19 134 | 20,50 | 8 124 | 41,71 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1 408 | −1,33 | 598 | 15,92 | ||||
2025-07-07 | 13F | General Partner, Inc. | 6 696 | 0,00 | 2 843 | 17,58 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 114 | 0,00 | 48 | 17,07 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 7 776 | −1,43 | 3 302 | 15,91 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 1 615 | 21,61 | 686 | 43,01 | ||||
2025-06-24 | NP | SWLGX - Schwab U.S. Large-Cap Growth Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 13 000 | 4,00 | 4 768 | −6,80 | ||||
2025-07-31 | 13F | McCarthy Asset Management, Inc. | 10 838 | −1,36 | 4 601 | 15,98 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 3 840 | 0,00 | 1 631 | 17,60 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 14 359 | 24,09 | 6 097 | 45,91 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 7 126 | 0,64 | 3 026 | 18,30 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 1 009 | 1,00 | 428 | 18,89 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 140 | 0,00 | 59 | 18,00 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 116 | 2,42 | 898 | 20,38 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 920 | −24,88 | 2 135 | 52,17 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 807 | 0,00 | 343 | 17,53 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 1 025 | 0,00 | 435 | 17,57 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 7 419 | 22,99 | 3 150 | 44,65 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 795 | 0,00 | 338 | 17,42 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 2 436 | −3,79 | 1 034 | 13,13 | ||||
2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −33 | −51,47 | −14 | −41,67 | |||
2025-07-15 | 13F | MCF Advisors LLC | 1 429 | 0,00 | 607 | 17,67 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 824 | −0,96 | 350 | 16,33 | ||||
2025-07-22 | 13F | Stanich Group LLC | 2 992 | −0,83 | 1 283 | 17,81 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 2 813 | 0,11 | 1 254 | 125 300,00 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 3 197 | −3,68 | 1 | 0,00 | ||||
2025-06-25 | NP | WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A | 11 004 | 6,28 | 4 036 | −4,74 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 17 233 | 7 317 | ||||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12 207 | 23,77 | 5 183 | 45,52 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 375 | 0,00 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-28 | 13F | Brown Financial Advisory | 4 869 | 2,05 | 2 067 | 20,03 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2 098 | 17,80 | 886 | 37,00 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 374 | −21,10 | 159 | −7,60 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45 525 | 66,07 | 19 329 | 95,27 | ||||
2025-08-14 | 13F | Pecaut & Co. | 576 | −1,87 | 244 | 15,09 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 3 424 | −6,65 | 1 454 | 9,74 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 32 031 | −5,92 | 13 600 | 10,61 | ||||
2025-07-25 | 13F | Summa Corp. | 11 837 | 1 383,33 | 5 026 | 1 644,79 | ||||
2025-04-24 | 13F | Westend Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 6 327 | 16,76 | 2 686 | 37,32 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 275 165 | 0,14 | 116 830 | 17,74 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | Put | 600 | 9 | |||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P | 38 090 | 179,87 | 16 172 | 229,10 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 9 194 | −3,06 | 3 904 | 13,99 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 061 | 10,53 | 14 462 | 29,96 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 5 373 | −18,93 | 2 281 | −4,68 | ||||
2025-07-10 | 13F | Security National Bank | 100 | 0,00 | 42 | 16,67 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 7 245 | −27,19 | 3 076 | −14,39 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 6 529 | −0,78 | 2 772 | 16,72 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 86 928 | −4,63 | 36 908 | 12,14 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 11 308 | 0,00 | 4 801 | 17,59 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 82 263 | −1,03 | 34 927 | 16,37 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 40 835 | −0,11 | 17 338 | 17,45 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 15 977 | −0,87 | 6 784 | 16,55 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 1 191 | 14,30 | 506 | 34,31 | ||||
2025-08-07 | 13F | Midwest Trust Co | 112 027 | 47 564 | ||||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 3 246 | −1,52 | 1 378 | 15,80 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 1 930 | 0,00 | 819 | 17,67 | ||||
2025-07-24 | 13F | Lee Financial Co | 2 219 | 0,00 | 942 | 17,60 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 375 463 | −3,84 | 159 414 | 13,08 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 70 247 | −14,55 | 29 825 | 4,86 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 9 177 | −0,89 | 3 896 | 16,54 | ||||
2025-07-28 | 13F | Aries Wealth Management | 1 205 | −29,08 | 512 | −16,64 | ||||
2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 1 565 | −11,28 | 664 | −6,21 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 1 725 | 19,38 | 732 | 40,50 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 2 623 | 0,00 | 1 114 | 17,53 | ||||
2025-07-11 | 13F | Professional Advisory Services Inc | 1 158 | 0,00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 105 | 0,00 | 1 318 | 17,57 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 2 400 | −28,53 | 1 019 | −16,01 | ||||
2025-08-14 | 13F | Chicago Wealth Management, Inc. | 22 867 | −0,10 | 9 709 | 17,47 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 28 333 | −1,39 | 12 030 | 15,94 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 316 | 114 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 71 209 | −2,95 | 30 153 | 13,83 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 105 489 | −17,61 | 44 788 | −3,13 | ||||
2025-08-05 | 13F | AGH Wealth Advisors, LLC | 1 450 | 0,00 | 616 | 17,59 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 354 183 | −3,28 | 150 379 | 13,73 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 25 338 | −0,04 | 10 758 | 17,55 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 26 352 | 0,36 | 11 189 | 18,00 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 2 689 | 0,00 | 1 142 | 17,63 | ||||
2025-08-14 | 13F | Palisade Capital Management Llc/nj | 493 | 209 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 75 806 | −4,19 | 32 186 | 12,66 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 76 869 | −11,68 | 32 637 | 3,85 | ||||
2025-08-07 | 13F | Cypress Capital, LLC | 590 | −97,32 | 251 | −96,85 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 14 561 | −1,77 | 6 182 | 15,51 | ||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1 619 | 1,19 | 687 | 19,06 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194 548 | 34,27 | 83 | 57,69 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 85 259 | 426,45 | 36 | 620,00 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 61 365 | −8,04 | 25 878 | 7,56 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 566 | 0,00 | 240 | 17,65 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 4 220 | 0,00 | 1 792 | 17,60 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 781 | 756 | ||||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 2 373 | 0,00 | 1 008 | 17,64 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 36 719 | −22,47 | 15 590 | −8,84 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 712 | 0,00 | 302 | 17,97 | ||||
2025-08-04 | 13F | Assetmark, Inc | 9 054 | 71,70 | 3 844 | 101,84 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 24 709 | −2,00 | 8 922 | −11,87 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 2 752 | 34,24 | 1 168 | 57,84 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1 980 891 | −2,47 | 837 612 | 14,21 | ||||
2025-05-27 | NP | VARIABLE INSURANCE PRODUCTS FUND III - Growth Opportunities Portfolio Initial Class | 46 800 | −39,38 | 16 899 | −41,69 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 9 524 | −0,05 | 4 044 | 17,53 | ||||
2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −20 | −61,54 | −8 | −55,56 | |||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 649 | 0,62 | 276 | 18,53 | ||||
2025-05-13 | 13F | Bank of Marin | 0 | −100,00 | 0 | |||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 772 | 0,00 | 328 | 17,63 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 624 | 0,00 | 265 | 17,33 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 5 366 | 0,00 | 2 278 | 17,60 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 1 515 | −36,74 | 643 | −33,09 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 793 | 0,00 | 337 | 17,48 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 205 988 | −3,67 | 87 458 | 13,27 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 614 | −94,55 | 261 | −93,60 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 560 | −3,95 | 238 | 12,86 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 486 | 206 | ||||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 289 | 46,83 | 6 491 | 72,63 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 43 134 | −67,39 | 18 314 | −61,66 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 118 040 | 3,37 | 50 117 | 21,54 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 860 | 28,17 | 365 | 50,83 | ||||
2025-04-29 | 13F | Drake & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Holderness Investments Co | 610 | 0,00 | 259 | 17,73 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 42 620 | −0,37 | 18 096 | 17,15 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 38 492 | −3,84 | 16 343 | 13,06 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 44 020 | −2,00 | 18 690 | 15,24 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 1 403 | −17,03 | 596 | −2,46 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 632 | 268 | ||||||
2025-08-12 | 13F | one8zero8, LLC | 118 | 0,00 | 50 | 19,05 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 5 199 | 0,00 | 2 207 | 17,58 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 580 | 0,00 | 246 | 17,70 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 53 109 | −0,32 | 22 549 | 17,21 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 4 190 | −12,58 | 1 779 | 2,77 | ||||
2025-08-12 | 13F | Zacks Investment Management | 9 801 | −11,32 | 4 162 | 4,29 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 3 516 | −0,20 | 1 493 | 17,30 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 3 200 | −0,65 | 1 359 | 16,77 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 3 372 | −2,54 | 1 432 | 14,57 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 3 165 | −2,62 | 1 344 | 14,49 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2 219 | −0,49 | 942 | 20,00 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 25 184 | 3,22 | 10 693 | 21,36 | ||||
2025-07-28 | 13F | Hudson Capital Management LLC | 1 605 | 0,00 | 681 | 17,62 | ||||
2025-07-16 | 13F | Jentner Corp | 1 616 | −0,25 | 686 | 17,47 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 5 213 | −9,39 | 2 213 | 6,55 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 369 | 18,05 | 2 280 | 38,79 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 11 880 | 0,58 | 5 044 | 18,26 | ||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 2 018 | 0,10 | 857 | 17,58 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 2 380 | 12,96 | 1 054 | 37,42 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 8 058 | 0,06 | 3 421 | 17,68 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 66 366 | 1,68 | 28 178 | 19,56 | ||||
2025-07-30 | 13F | Sanders Morris Harris Llc | 14 358 | −12,89 | 6 096 | 2,44 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 123 624 | −3,63 | 52 488 | 13,31 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 534 | −17,47 | 227 | −3,00 | ||||
2025-04-29 | 13F | McGlone Suttner Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 40 193 | 8,71 | 17 065 | 27,83 | ||||
2025-08-14 | 13F | Mariner, LLC | 579 441 | 2,84 | 246 009 | 20,92 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 7 585 | 0,00 | 3 220 | 17,60 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 59 | −45,87 | 25 | −35,90 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 1 015 | 16,94 | 431 | 37,70 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 209 | −26,95 | 1 362 | −14,12 | ||||
2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 043 | −5,64 | 1 292 | 11,00 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 15 481 | 6,80 | 6 573 | 25,56 | ||||
2025-08-13 | 13F | KDK Private Wealth Management, LLC | 9 311 | 0,01 | 3 953 | 17,58 | ||||
2025-08-12 | 13F | Bokf, Na | 96 867 | −0,51 | 41 128 | 16,98 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 37 093 | 2,20 | 15 757 | 20,17 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 1 401 | 56,71 | 595 | 84,47 | ||||
2025-08-14 | 13F | Waterway Wealth Management, LLC | 53 563 | 161,22 | 22 742 | 207,14 | ||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 5 893 | −0,56 | 2 502 | 16,97 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 6 260 | 1,48 | 2 658 | 19,31 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 6 330 | −45,40 | 2 688 | −35,79 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 12 019 | −15,47 | 5 103 | −0,60 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 70 159 | −0,76 | 29 788 | 16,69 | ||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 735 | 265 | ||||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 3 404 | 3,50 | 1 445 | 21,74 | ||||
2025-08-14 | 13F | Aldebaran Financial Inc. | 694 | 0,00 | 295 | 17,60 | ||||
2025-08-14 | 13F | Potentia Wealth | 18 124 | −5,26 | 7 695 | 11,41 | ||||
2025-08-14 | 13F | Newbrook Capital Advisors LP | 95 988 | 57,52 | 40 755 | 85,22 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 55 153 | −36,64 | 23 417 | −25,51 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 5 169 | −1,62 | 2 195 | 15,66 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 1 037 | 1,37 | 440 | 19,24 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 69 461 | 29 492 | ||||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 265 | 31,19 | 113 | 55,56 | ||||
2025-07-15 | 13F | Maseco Llp | 4 375 | 1 857 | ||||||
2025-08-14 | 13F | Barnett & Company, Inc. | 1 729 | −1,03 | 734 | 16,51 | ||||
2025-07-16 | 13F | Novem Group | 1 239 | 3,25 | 526 | 21,25 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 4 700 | 5,45 | 1 996 | 23,99 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 4 253 | 0,00 | 1 536 | 0,00 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 221 | −7,57 | 519 | 8,60 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 22 | 0,00 | 9 | 12,50 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 2 937 | 0,00 | 1 247 | 17,55 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 770 | 4,38 | 2 450 | 22,33 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 970 | 0,00 | 412 | 17,43 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 1 331 | −10,79 | 565 | 5,02 | ||||
2025-08-07 | 13F | Summit X, LLC | 3 287 | −0,09 | 1 395 | 17,42 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 55 718 | 27,63 | 23 657 | 50,06 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 7 327 | −2,07 | 3 111 | 15,14 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 1 924 | 1,32 | 817 | 19,12 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 200 | 0,00 | 0 | |||||
2025-08-12 | 13F | Marietta Investment Partners Llc | 762 | 0,00 | 324 | 17,45 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 72 | 0,00 | 30 | 20,00 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 1 579 | 0,06 | 671 | 17,75 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 415 | −12,82 | 183 | 6,43 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 728 | 0,00 | 734 | 17,66 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 2 989 | 3,97 | 1 269 | 22,25 | ||||
2025-08-14 | 13F | Glenview Trust Co | 7 526 | −0,46 | 3 195 | 17,03 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 250 | 106 | ||||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 22 284 | −22,98 | 9 | −10,00 | ||||
2025-08-12 | 13F | Umpqua Bank | 3 171 | 0,54 | 1 347 | 18,37 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 8 549 | −0,88 | 3 630 | 16,54 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 1 057 | 0,00 | 449 | 17,59 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 2 102 | 222,89 | 892 | 281,20 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 2 594 | −2,59 | 1 | |||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 26 364 | −0,48 | 11 194 | 17,02 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 21 908 | 5,83 | 9 302 | 24,43 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 896 | 38,90 | 1 230 | 63,21 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 3 139 | 0,10 | 1 333 | 17,67 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 574 | 244 | ||||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 4 563 | −0,26 | 1 937 | 17,32 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 3 897 | −2,40 | 1 655 | 14,78 | ||||
2025-07-25 | 13F | JustInvest LLC | 826 | −40,23 | 351 | −29,86 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Friday Financial | 4 753 | 0,00 | 2 018 | 15,78 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 854 | 2,28 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 884 860 | −4,94 | 375 694 | 11,78 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 5 589 | −38,46 | 2 373 | −27,66 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 24 346 | −6,40 | 10 337 | 10,06 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2 353 | 6,04 | 999 | 24,72 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 42 327 | −1,61 | 17 971 | 15,69 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 10 458 | −3,27 | 4 440 | 13,76 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 1 375 | 0,00 | 619 | 9,75 | ||||
2025-08-26 | NP | QCGRRX - Growth Account Class R1 | 835 839 | −5,66 | 354 881 | 10,92 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1 320 | 0,00 | 560 | 17,65 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 42 106 | −3,50 | 17 878 | 13,47 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 703 | −1,13 | 0 | |||||
2025-08-06 | 13F | SP Asset Management LLC | 3 828 | 16,25 | 1 625 | 36,67 | ||||
2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 726 | 0,78 | 1 157 | 18,55 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 494 | 210 | ||||||
2025-07-22 | 13F | Clarius Group, LLC | 10 928 | −0,30 | 4 640 | 17,24 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 1 473 | 0,00 | 1 | |||||
2025-07-30 | 13F | Fogel Capital Management, Inc. | 505 | 214 | ||||||
2025-08-01 | 13F/A | GGM Financials LLC | 6 091 | 318,91 | 2 586 | 392,57 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 4 309 | 6,37 | 1 830 | 25,10 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 7 674 | −2,81 | 3 258 | 14,28 | ||||
2025-07-31 | 13F/A | Avion Wealth | 183 | 0,00 | 0 | |||||
2025-08-08 | 13F | VeraBank, N.A. | 5 228 | 7,73 | 2 220 | 26,66 | ||||
2025-08-18 | 13F | Ashford Capital Management Inc | 701 | −26,83 | 298 | −13,91 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 52 996 | −0,88 | 22 501 | 16,56 | ||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 3 735 | 0,00 | 1 680 | 12,00 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 886 | −1,99 | 376 | 15,34 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 1 389 | 0,00 | 590 | 17,56 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 410 | 0,06 | 1 448 | 17,64 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 17 678 | −0,28 | 7 506 | 17,25 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 1 858 | −1,01 | 671 | −11,02 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 1 613 | 0,00 | 685 | 17,53 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 1 340 | 0,00 | 569 | 17,60 | ||||
2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Advisors | 1 326 | −1,92 | 563 | 15,16 | ||||
2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1 143 | −6,31 | 485 | 10,23 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 3 173 | −3,76 | 1 347 | 23,01 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 540 | 229 | ||||||
2025-08-13 | 13F | Colonial Trust Co / SC | 5 826 | 4,75 | 2 474 | 23,16 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5 475 | 0,59 | 2 324 | 6,36 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 13 053 | −5,56 | 5 542 | 11,06 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 62 | 1 966,67 | 26 | 2 500,00 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 4 928 | 0,02 | 2 092 | 17,59 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 12 769 | −17,22 | 5 421 | −2,66 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 150 | 0,00 | 64 | 16,67 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 217 944 | 1,32 | 92 534 | 19,14 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 1 175 | 15,76 | 499 | 36,07 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 242 | 0,00 | 103 | 17,24 | ||||
2025-08-08 | 13F | Itau Unibanco Holding S.A. | 68 130 | 28 927 | ||||||
2025-07-10 | 13F | American Financial Advisors, LLC | 472 | 200 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 910 | −47,93 | 1 236 | −38,77 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 311 | 0,00 | 132 | 17,86 | ||||
2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 13 202 | 1,62 | 5 605 | 19,48 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 78 | 0,00 | 33 | 17,86 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 32 272 | 4,70 | 13 209 | 18,67 | ||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 28 109 | −77,04 | 11 935 | −73,00 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 56 323 | 14,49 | 23 914 | 34,62 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 1 077 | −0,09 | 457 | 17,48 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 563 | 0,00 | 239 | 17,73 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 405 | 0,00 | 1 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 6 863 | 10,62 | 2 914 | 30,09 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 163 607 | −15,53 | 69 464 | −0,68 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 1 454 | 18,60 | 617 | 39,59 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 807 | −21,80 | 343 | −8,06 | ||||
2025-08-14 | 13F | Voya Investment Management Llc | 6 905 | −17,08 | 2 932 | −2,50 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 1 927 | 818 | ||||||
2025-08-14 | 13F | Monetary Management Group Inc | 13 911 | −0,47 | 5 906 | 17,04 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 1 020 | 0,49 | 433 | 18,31 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 8 472 | −7,29 | 3 597 | 9,03 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 22 112 | 0,01 | 9 388 | 13,09 | ||||
2025-05-06 | 13F | Advisors Preferred, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Ledyard National Bank | 2 217 | −1,73 | 941 | 15,60 | ||||
2025-06-25 | NP | WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A | 3 180 | 6,89 | 1 166 | −4,19 | ||||
2025-08-12 | 13F | Nuveen, LLC | 1 009 530 | −14,19 | 428 626 | 0,90 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 135 890 | 9,18 | 57 696 | 28,37 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 1 051 | 0,00 | 446 | 17,68 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 56 270 | −3,55 | 23 891 | 13,41 | ||||
2025-06-25 | NP | WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A | 6 562 | 5,31 | 2 407 | −5,65 | ||||
2025-05-27 | NP | XRLX - FundX Conservative ETF | 9 255 | −4,09 | 3 342 | −13,78 | ||||
2025-08-08 | 13F | Wealth Alliance | 562 | −11,77 | 239 | 3,48 | ||||
2025-07-15 | 13F | Perennial Advisors, LLC | 1 012 | −0,98 | 430 | 16,58 | ||||
2025-07-16 | 13F | Sylvest Advisors, LLC | 40 529 | 2,80 | 17 208 | 20,87 | ||||
2025-05-27 | NP | XCOR - FundX ETF | 49 740 | −2,07 | 17 961 | −11,94 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9 231 | 2,93 | 3 878 | 25,79 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 992 | 0,00 | 421 | 17,60 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 1 796 | 98,23 | 763 | 133,03 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 500 | 0,00 | 0 | |||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 5 978 | 10,13 | 2 538 | 29,56 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 27 787 | 1,45 | 11 798 | 19,28 | ||||
2025-08-07 | 13F | Davis R M Inc | 10 262 | −0,12 | 4 357 | 17,47 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 23 750 | 3,61 | 10 083 | 21,82 | ||||
2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 128 270 | 0,15 | 54 461 | 17,76 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 525 | 0,00 | 223 | 5,71 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 123 353 | 52 373 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3 600 | 41,90 | 1 528 | 66,81 | ||||
2025-07-30 | 13F | Whittier Trust Co | 27 344 | 0,12 | 11 609 | 17,73 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 11 898 | −1,32 | 5 052 | 16,03 | ||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 606 | 0,00 | 257 | 17,89 | ||||
2025-07-11 | 13F | LongView Wealth Management | 1 231 | 21,16 | 523 | 42,62 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 30 293 | −2,97 | 12 862 | 14,09 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 2 810 | 0,00 | 1 193 | 17,65 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 32 | 0,00 | 14 | 18,18 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8 140 | 2,07 | 3 456 | 20,04 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 961 | −5,78 | 408 | 10,87 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 3 076 | 9,54 | 1 306 | 28,92 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 1 672 | 124,13 | 710 | 163,57 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 477 | 203 | ||||||
2025-07-31 | 13F | Nilsine Partners, LLC | 522 | 222 | ||||||
2025-08-13 | 13F | Bollard Group LLC | 12 330 | 0,10 | 5 | 25,00 | ||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 1 870 | 4,47 | 794 | 22,76 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 2 515 | 0,00 | 1 068 | 17,51 | ||||
2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quest Investment Management Llc | 20 537 | 0,24 | 8 720 | 17,87 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 385 | 0,00 | 163 | 17,27 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 1 430 | −9,61 | 607 | 6,30 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 13 100 | −26,42 | 5 562 | −13,49 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 665 | 0,00 | 0 | |||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 19 242 | −6,66 | 8 170 | 9,74 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3 483 | 2,44 | 1 479 | 20,46 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 22 744 | −2,07 | 9 657 | 15,14 | ||||
2025-08-12 | 13F | Sfmg, Llc | 1 362 | 0,00 | 578 | 17,72 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 327 | 13,04 | 3 960 | 32,93 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 1 779 | −52,28 | 755 | −43,91 | ||||
2025-08-14 | 13F | Ariadne Wealth Management, LP | 1 589 | −5,08 | 715 | 13,88 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 75 590 | −2,18 | 32 094 | 15,02 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 1 931 | 0,00 | 820 | 17,50 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 220 | 96 | ||||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 2 284 | 0,26 | 970 | 17,88 | ||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 11 737 | 0,04 | 4 983 | 17,63 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 1 630 | 0,00 | 692 | 27,68 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 5 449 | 0,00 | 2 314 | 17,59 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 213 513 | −0,57 | 515 233 | 16,92 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 17 335 | −4,09 | 7 360 | 12,78 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 949 | 0,00 | 403 | 17,54 | ||||
2025-07-15 | 13F | McAdam, LLC | 19 000 | 81,26 | 8 067 | 113,19 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 6 991 | 0,00 | 2 968 | 17,59 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 1 181 | −17,35 | 501 | −2,72 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 2 380 | 0,00 | 1 010 | 17,58 | ||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 17 927 | 1,57 | 7 612 | 19,43 | ||||
2025-08-06 | 13F | Washington Trust Bank | 2 677 | 271,81 | 1 137 | 338,61 | ||||
2025-07-07 | 13F | HMS Capital Management, LLC | 4 371 | 0,00 | 1 856 | 30,18 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Persium Advisors, LLC | 1 846 | 0,00 | 784 | 17,57 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 1 088 | −2,51 | 462 | 14,68 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 1 103 | −5,24 | 468 | 11,43 | ||||
2025-08-15 | 13F | Keel Point, LLC | 40 829 | −0,14 | 17 335 | 17,42 | ||||
2025-08-14 | 13F | Clifford Group, LLC | 5 893 | −2,90 | 2 502 | 14,19 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 1 894 | 0,42 | 804 | 18,06 | ||||
2025-08-12 | 13F | American Century Companies Inc | 77 289 | −79,32 | 32 816 | −75,69 | ||||
2025-08-05 | 13F | Pointe Capital Management LLC | 35 719 | 3,79 | 15 166 | 22,03 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 860 | −6,62 | 365 | 9,94 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 332 | 0,00 | 120 | −10,53 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 1 299 | 0,00 | 552 | 17,48 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 494 | 1,72 | 1 908 | 19,62 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 28 431 | 6,29 | 12 071 | 24,98 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 29 | 0,00 | 12 | 20,00 | ||||
2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1 560 | 0,00 | 662 | 17,58 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 1 007 | 12,51 | 428 | 32,20 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1 799 924 | −2,95 | 764 212 | 14,11 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 584 | −35,23 | 3 645 | −23,85 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 119 | −0,03 | 8 542 | 17,55 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 178 959 | 0,32 | 66 274 | −6,08 | ||||
2025-07-15 | 13F | Graypoint LLC | 188 271 | −2,05 | 79 936 | 15,17 | ||||
2025-08-01 | 13F | First National Trust Co | 9 793 | 13,34 | 4 158 | 33,28 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 418 | −1,39 | 1 027 | 15,93 | ||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 2 202 | 0,00 | 935 | 17,61 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 611 | 0,00 | 259 | 17,73 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 19 821 | 0,65 | 8 416 | 18,35 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 539 | 229 | ||||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 9 846 | −2,77 | 4 181 | 14,33 | ||||
2025-07-07 | 13F | RB Capital Management, LLC | 781 | −10,23 | 332 | 5,41 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 570 | 0,00 | 242 | 17,48 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 663 | 0,00 | 281 | 17,57 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 150 | 64 | ||||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 1 373 | 1 | ||||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 879 | 0,00 | 373 | 17,67 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 100 625 | −41,15 | 42 725 | −30,80 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 1 707 | 0,00 | 725 | 24,19 | ||||
2025-04-25 | 13F | Sicart Associates LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 772 | −0,79 | 1 177 | 16,55 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1 391 | −0,50 | 591 | 17,06 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 103 644 | −0,40 | 44 005 | 17,11 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Macquarie Group Ltd | 10 516 | −15,07 | 4 465 | −0,13 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 6 396 | 98,70 | 3 | 100,00 | ||||
2025-07-23 | 13F | Clark & Stuart, Inc | 9 095 | 2,17 | 3 862 | 20,13 | ||||
2025-07-23 | 13F | New England Professional Planning Group Inc. | 1 417 | 77,57 | 602 | 108,68 | ||||
2025-08-14 | 13F | ArrowMark Colorado Holdings LLC | 610 | 259 | ||||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 696 | 0,00 | 296 | 17,53 | ||||
2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6 941 | 0,90 | 2 947 | 18,69 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 9 117 | 0,42 | 3 871 | 18,06 | ||||
2025-07-31 | 13F | GenTrust, LLC | 1 211 | 0,00 | 514 | 17,62 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 789 | −80,07 | 1 184 | −76,56 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 643 | −10,94 | 0 | |||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Community Bank, N.A. | 22 408 | −0,37 | 9 514 | 17,14 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 5 126 | −0,58 | 2 177 | 16,93 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 2 876 | 0,00 | 1 221 | 17,63 | ||||
2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 091 | −8,40 | 414 | −13,60 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 5 848 | −0,46 | 2 483 | 17,07 | ||||
2025-08-12 | 13F | Camden National Bank | 1 895 | 0,00 | 805 | 17,54 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 16 627 | −1,71 | 7 059 | 15,57 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6 920 | −1,55 | 2 938 | 15,76 | ||||
2025-07-30 | 13F | Advantage Trust Co | 200 | 85 | ||||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 8 715 | 51,17 | 2 448 | 17,59 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 2 853 | 0,00 | 1 211 | 17,57 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 20 918 | −3,04 | 7 553 | −13,29 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 2 791 | 0,00 | 1 185 | 17,68 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 1 325 | 0,00 | 563 | 17,57 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 405 606 | −1,25 | 173 709 | 17,12 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 867 | −19,72 | 368 | −5,40 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 2 976 | −16,83 | 1 264 | −2,17 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 6 | 50,00 | 3 | 100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 31 800 | −25,35 | 13 502 | −12,23 | |||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 253 | 63,23 | 107 | 94,55 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 1 214 533 | 1,11 | 515 686 | 18,90 | ||||
2025-07-07 | 13F | RDA Financial Network | 549 | −1,26 | 233 | 16,50 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 905 | −11,71 | 399 | 4,72 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 204 300 | 319,51 | 86 742 | 393,27 | |||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 2 486 | 0,00 | 1 056 | 17,61 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 84 127 | 35 719 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 94 287 | 7,98 | 40 | 29,03 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 4 379 | 0,00 | 1 859 | 17,58 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 9 977 | 1,53 | 4 236 | 19,39 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 4 621 | −0,22 | 1 962 | 17,34 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 1 741 | −0,68 | 739 | 16,93 | ||||
2025-07-15 | 13F | Riverbridge Partners Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3 438 | −0,35 | 1 460 | 17,19 | ||||
2025-08-01 | 13F | Jennison Associates Llc | 21 025 | −78,38 | 8 927 | −74,58 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 3 187 | 0,00 | 1 353 | 17,65 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-08 | 13F | Creative Planning | 467 125 | 0,97 | 198 332 | 18,73 | ||||
2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 2 040 | −37,29 | 866 | −26,24 | ||||
2025-07-15 | 13F | Bank Of Stockton | 1 015 | −2,40 | 431 | 14,67 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 1 553 | 0,00 | 659 | 17,68 | ||||
2025-08-07 | 13F | Future Fund LLC | 1 102 | 468 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 775 136 | −2,16 | 329 | 15,03 | ||||
2025-07-24 | 13F | Baxter Bros Inc | 505 | 214 | ||||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 6 180 | 18,62 | 2 624 | 39,45 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 1 135 | 0,00 | 377 | −18,75 | ||||
2025-04-29 | 13F | Hm Payson & Co | 707 | 9,61 | 255 | −1,54 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 487 | 207 | ||||||
2025-07-22 | 13F | JSF Financial, LLC | 12 902 | −2,63 | 5 478 | 14,49 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 1 143 | 0,00 | 485 | 17,72 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 1 270 | 0,00 | 539 | 17,69 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 954 | 1,33 | 2 528 | 19,14 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 3 897 | −1,19 | 1 655 | 16,15 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 68 945 | −2,87 | 29 273 | 14,21 | ||||
2025-08-11 | 13F/A | Suncoast Equity Management | 7 201 | 0,00 | 3 057 | 17,58 | ||||
2025-08-14 | 13F | DRW Securities, LLC | 873 | 371 | ||||||
2025-07-22 | 13F | Team Financial Group, LLC | 138 | 59 | ||||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 3 901 | 17,85 | 1 656 | 38,58 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 1 448 | 615 | ||||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 23 134 | −0,57 | 9 822 | 16,91 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 6 548 | 5,80 | 2 780 | 24,44 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 4 759 | 2 | ||||||
2025-07-30 | 13F | ARK Investment Management LLC | 710 | 1 265,38 | 302 | 1 572,22 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 3 189 | 0,00 | 1 354 | 17,55 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 3 341 | 25,93 | 1 419 | 48,02 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 19 896 | 8,41 | 8 447 | 27,48 | ||||
2025-08-11 | 13F | Tidemark, LLC | 270 | 0,00 | 115 | 17,53 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 2 112 | 0,00 | 897 | 17,59 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 141 | 0,00 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 520 | 0,00 | 645 | 17,70 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 1 925 | 0,00 | 817 | 17,55 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 1 948 | 0,00 | 827 | 17,64 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 21 745 | −0,29 | 9 233 | 17,25 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 2 404 | 8,29 | 868 | −2,58 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1 033 | −8,34 | 439 | 7,88 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 1 132 | 6,09 | 481 | 24,68 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 880 | 0,00 | 374 | 17,67 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 3 399 | −4,06 | 1 443 | 12,82 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 651 | 2,20 | 276 | 20,00 | ||||
2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 36 500 | −0,39 | 15 497 | 17,13 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 20 799 | −1,05 | 8 831 | 16,35 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 2 234 | 6,69 | 949 | 25,40 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 54 | 0,00 | 23 | 4,76 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 219 | 0,14 | 942 | 17,75 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 641 | 0,00 | 272 | 17,75 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 8 105 | 0,07 | 3 441 | 17,68 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 4 144 | 0,00 | 1 759 | 17,58 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 19 738 | 99,58 | 8 380 | 134,67 | ||||
2025-08-05 | 13F | Snider Financial Group | 7 015 | 0,16 | 2 979 | 17,75 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5 029 | 26,45 | 2 135 | 48,68 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 14 773 | 173,32 | 6 278 | 240,03 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 388 | −0,26 | 165 | 17,14 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 529 | 225 | ||||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 643 | 0,00 | 273 | 17,67 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 3 032 | 1,00 | 1 287 | 18,84 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 217 | 0,00 | 517 | 17,54 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 2 170 | 58,74 | 921 | 86,82 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 1 088 | 0,00 | 462 | 17,60 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 69 367 | 2,37 | 29 466 | 20,43 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 572 | 0,00 | 243 | 17,48 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 128 978 | −6,49 | 54 761 | 9,96 | ||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 17 500 | 392,40 | 7 430 | 479,11 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 867 | 368 | ||||||
2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 34 673 | −1,73 | 14 721 | 15,55 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 1 501 | 0,00 | 637 | 17,74 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 540 | 229 | ||||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 705 | 0,07 | 1 148 | 17,62 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 894 | 12,88 | 380 | 32,98 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 15 737 | 63,13 | 7 | 100,00 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 353 | 0,07 | 574 | 17,62 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 44 257 | 0,00 | 18 791 | 17,58 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 724 | 3,24 | 1 581 | 21,43 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 60 | 0,00 | 0 | |||||
2025-08-04 | 13F | Golden Road Advisors Llc | 3 447 | 0,12 | 1 464 | 17,70 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 92 | 0,00 | 41 | 21,21 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 43 | 0,00 | 18 | 20,00 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 480 | 203 | ||||||
2025-08-12 | 13F | Power Wealth Management Llc | 2 520 | 0,00 | 1 070 | 17,60 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 896 | −1,32 | 380 | 16,21 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 2 848 | −25,25 | 1 209 | −12,07 | ||||
2025-07-10 | 13F | Trust Point Inc. | 6 408 | −2,73 | 2 721 | 14,38 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 13 179 | −4,67 | 5 595 | 12,10 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 480 | 204 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 154 | 670,00 | 65 | 828,57 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 6 768 | −4,46 | 2 873 | 12,31 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 1 910 | −3,49 | 811 | 13,59 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 415 | −39,15 | 176 | −28,46 | ||||
2025-08-14 | 13F | Comerica Bank | 650 888 | 1,96 | 276 354 | 19,88 | ||||
2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | FF Advisors,LLC | 670 | 284 | ||||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 1 414 | 6,96 | 600 | 25,79 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 720 | 0,14 | 306 | 17,76 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | Put | 2 400 | 1 019 | |||||
2025-07-09 | 13F | First Financial Corp /in/ | 2 324 | 0,00 | 987 | 17,52 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 1 022 | 0,00 | 434 | 17,34 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 1 527 | 0,00 | 648 | 17,60 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 1 812 | 770 | ||||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 6 134 | −3,70 | 2 604 | 13,22 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 1 304 | −12,95 | 554 | 2,41 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 4 059 | −4,81 | 1 723 | 11,96 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 21 392 | −0,62 | 9 082 | 16,86 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 498 | −33,33 | 211 | −21,93 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 525 | 223 | ||||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 8 636 | −10,52 | 3 667 | −5,39 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 1 733 | −1,03 | 736 | 16,30 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 110 | 254,84 | 47 | 318,18 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 383 | 163 | ||||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 7 369 | −0,58 | 3 129 | 16,89 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 490 | 0,00 | 208 | 18,18 | ||||
2025-08-14 | 13F | Family Management Corp | 2 339 | −3,15 | 993 | 13,88 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 19 430 | −4,94 | 8 250 | 11,78 | ||||
2025-07-11 | 13F | Diversified Trust Co | 22 595 | −5,57 | 9 593 | 11,04 | ||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 593 | 0,17 | 252 | 17,84 | ||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 224 830 | 153,62 | 95 458 | 168,14 | ||||
2025-07-07 | 13F | Lwm Advisors Inc | 51 404 | −1,17 | 21 825 | 11,97 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 924 | 0,00 | 392 | 17,72 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2 036 | 0,05 | 864 | 17,71 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 107 | 0,62 | 895 | 18,25 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 2 342 | 0,00 | 994 | 17,63 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1 904 | 0,00 | 808 | 17,61 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 674 902 | 5,21 | 711 129 | 23,71 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 2 859 | −1,41 | 1 214 | 15,85 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 109 126 | 2,87 | 46 333 | 20,95 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 313 | 618,83 | 1 819 | 741,67 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 2 577 | 0,00 | 1 094 | 17,63 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 59 | 25 | ||||||
2025-07-22 | 13F | Grimes & Company, Inc. | 6 554 | 0,09 | 2 783 | 17,68 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 1 230 | 0,00 | 1 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 9 548 | 18,49 | 4 054 | 39,33 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 134 261 | −60,38 | 57 | −56,15 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 12 743 | −0,60 | 5 410 | 16,87 | ||||
2025-05-08 | NP | QMLFX - Quantified Market Leaders Fund Investor Class Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 1 123 | 0,00 | 477 | 17,53 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 69 420 | 62,14 | 29 475 | 90,65 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 8 015 | −4,89 | 3 609 | 16,80 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 673 593 | 4,26 | 285 994 | 22,59 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 846 | −6,66 | 4 180 | 9,74 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 1 362 | 0,00 | 578 | 17,72 | ||||
2025-08-13 | 13F | Berbice Capital Management LLC | 3 329 | −31,06 | 1 413 | −18,93 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 387 | 0,00 | 164 | 17,99 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 20 451 | 0,00 | 8 683 | 17,59 | ||||
2025-07-07 | 13F | Investors Research Corp | 690 | 7,81 | 293 | 26,41 | ||||
2025-09-03 | 13F | Q3 Asset Management | 6 366 | 1,71 | 3 | 0,00 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 6 870 | −1,36 | 2 481 | −11,33 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 7 666 | 900,78 | 3 255 | 1 078,99 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 46 872 | −0,47 | 19 901 | 17,02 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 4 755 | 1,15 | 2 019 | 18,92 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 2 629 | −17,33 | 1 116 | −2,79 | ||||
2025-08-13 | 13F | KilterHowling LLC | 2 087 | 0,10 | 886 | 13,30 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 392 067 | 5,37 | 166 464 | 23,90 | ||||
2025-08-15 | 13F | 44 Wealth Management Llc | 620 | 0,00 | 263 | 17,94 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 5 263 | 0,00 | 2 235 | 17,58 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 9 438 | −77,16 | 4 007 | −73,15 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 385 164 | 0,15 | 1 437 273 | 17,76 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 5 297 | 0,00 | 2 249 | 17,63 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 854 | 23,68 | 3 759 | 45,42 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 7 405 | 0,05 | 3 144 | 17,66 | ||||
2025-07-17 | 13F | Greenleaf Trust | 7 649 | 1,32 | 3 248 | 19,16 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 10 239 | −40,61 | 4 347 | −30,16 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 30 | 0,00 | 13 | 20,00 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 1 973 | 217,20 | 712 | 185,94 | ||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 1 008 | 0,00 | 428 | 17,63 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 543 | 231 | ||||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 22 995 | 10,29 | 9 763 | 29,67 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 20 010 | 55,56 | 8 496 | 82,92 | ||||
2025-08-08 | 13F | Renasant Bank | 4 091 | −0,27 | 1 737 | 17,22 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 714 | 0,00 | 303 | 17,90 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 2 347 | 0,00 | 996 | 17,59 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 1 596 | −1,24 | 678 | 16,12 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 4 319 | −3,31 | 1 834 | 13,64 | ||||
2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 5 296 | 2,08 | 2 248 | 20,02 | ||||
2025-07-29 | 13F | Regions Financial Corp | 467 049 | −0,93 | 198 300 | 16,49 | ||||
2025-08-06 | 13F | Eukles Asset Management | 23 110 | −0,96 | 9 812 | 16,45 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 1 332 | 12,50 | 566 | 32,32 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 2 001 | −3,15 | 850 | 13,81 | ||||
2025-07-09 | 13F | Berkshire Bank | 1 017 | −1,26 | 432 | 16,17 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 1 465 | 0,00 | 1 | |||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 571 | −88,71 | 0 | −100,00 | ||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 29 302 | −7,61 | 12 441 | −0,60 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 3 651 | 0,08 | 1 550 | 17,69 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 1 193 | 8,75 | 507 | 27,78 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 55 940 | −0,45 | 23 751 | 17,06 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 100 | 0,00 | 42 | 16,67 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2 695 | 0,00 | 1 144 | 17,57 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 172 | 0,00 | 73 | 16,13 | ||||
2025-08-13 | 13F | PineBridge Investments, L.P. | 848 | 360 | ||||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 48 852 | −1,02 | 20 742 | 16,38 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 17 386 | −1,75 | 7 382 | 15,53 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3 800 | 0,00 | 1 613 | 17,57 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 2 182 | −0,23 | 927 | 17,36 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 4 421 | −0,32 | 1 877 | 17,24 | ||||
2025-07-29 | 13F | William Blair Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 18 649 | −5,18 | 7 918 | 11,51 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 13 266 | 14,23 | 5 632 | 34,32 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 40 215 | −0,70 | 17 074 | 16,76 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 1 013 | −32,33 | 430 | −20,37 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 846 | 0,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 5 145 | 2,45 | 2 184 | 20,46 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 1 518 | 0,00 | 645 | 17,52 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 4 000 | −0,89 | 1 698 | 16,54 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 75 632 | −4,81 | 32 112 | 11,93 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1 932 | 0,00 | 820 | 17,65 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 1 965 | 0,00 | 834 | 17,63 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 2 013 | 0,00 | 855 | 17,63 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 273 670 | −52,80 | 116 | −44,50 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 3 029 | 0,10 | 1 286 | 17,89 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 205 395 | −0,16 | 87 207 | 17,39 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 39 405 | −1,90 | 14 229 | −11,79 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1 380 | 92,47 | 586 | 126,74 | ||||
2025-08-13 | 13F | Walleye Trading LLC | Put | 2 400 | 1 019 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 12 218 | 5 187 | ||||||
2025-08-13 | 13F | Walleye Trading LLC | Call | 14 900 | 0,00 | 6 326 | 17,58 | |||
2025-07-09 | 13F | Finley Financial, LLC | 30 815 | −4,55 | 13 083 | 10,51 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 983 | 0,20 | 417 | 17,80 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 22 228 | −5,42 | 9 438 | 11,21 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 29 785 | 36,70 | 12 646 | 60,73 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 646 | 0,00 | 274 | 17,60 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 768 | −7,76 | 1 600 | 8,41 | ||||
2025-07-16 | 13F | Randolph Co Inc | 503 | 214 | ||||||
2025-08-08 | 13F | Glassman Wealth Services | 4 614 | −2,66 | 1 959 | 14,44 | ||||
2025-08-05 | 13F | Key FInancial Inc | 10 606 | 0,36 | 4 503 | 18,03 | ||||
2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 42 349 | −1,29 | 17 981 | 16,07 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 450 | 0,00 | 191 | 17,90 | ||||
2025-05-15 | 13F | Tanaka Capital Management Inc | 149 | 0,00 | 0 | |||||
2025-07-28 | 13F | Ritholtz Wealth Management | 3 405 | 32,34 | 1 446 | 55,54 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 653 | 7,05 | 277 | 25,91 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 597 | 0,00 | 253 | 17,67 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 147 458 | −0,10 | 63 | 16,98 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 835 | 0,12 | 355 | 17,61 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 916 | −0,92 | 1 238 | 16,57 | ||||
2025-05-01 | 13F | Fulton Breakefield Broenniman Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 69 | 60,47 | 29 | 93,33 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 362 | 0,00 | 154 | 17,69 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 12 781 | −0,35 | 5 427 | 17,17 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 7 170 | −0,14 | 3 044 | 17,44 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 1 069 | −36,03 | 454 | −24,88 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 6 508 | 2,46 | 2 763 | 20,50 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 3 172 | 0,00 | 1 347 | 17,55 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 97 313 | 0,19 | 41 317 | 17,80 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 499 825 | −5,53 | 637 382 | 11,20 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 37 059 | 0,88 | 15 735 | 18,61 | ||||
2025-08-05 | 13F | ALM First Financial Advisors, LLC | 7 285 | 0,00 | 2 545 | 17,61 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 13 823 | −2,81 | 5 869 | 14,27 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 10 111 | −1,77 | 4 293 | 15,50 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 6 872 | 2 918 | ||||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 935 | 0,00 | 822 | 23,46 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 791 | 32,27 | 336 | 55,81 | ||||
2025-07-02 | 13F | InvesTrust | 9 163 | 0,19 | 3 890 | 17,81 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 174 992 | −4,72 | 74 298 | 12,03 | ||||
2025-08-13 | 13F | M&t Bank Corp | 2 560 776 | 1,10 | 1 087 303 | 18,90 | ||||
2025-08-13 | 13F | Benedict Financial Advisors Inc | 1 824 | 0,00 | 774 | 17,63 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 25 585 | 32,86 | 10 863 | 42,96 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 4 904 | −19,95 | 2 082 | −5,92 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 710 | 2,16 | 302 | 19,44 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 3 686 | 0,00 | 1 579 | 31,39 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 59 017 | 0,00 | 25 057 | 17,58 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 784 | −13,85 | 333 | 1,22 | ||||
2025-08-12 | 13F | Braun Stacey Associates Inc | 899 | −25,52 | 382 | −12,41 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 465 | 0,00 | 197 | 17,96 | ||||
2025-08-13 | 13F | Capital Research Global Investors | 658 | 2,65 | 277 | 19,91 | ||||
2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 60 603 | −0,67 | 21 883 | −10,69 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 804 | 0,00 | 341 | 17,59 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 1 763 | 0,00 | 774 | 19,81 | ||||
2025-08-13 | 13F | Alerus Financial Na | 59 | 25 | ||||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 7 516 | −0,56 | 3 191 | 16,93 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 3 686 | 2,79 | 1 565 | 20,87 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 723 | 0 | ||||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 1 981 | 0,10 | 841 | 17,79 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 76 709 | 739,91 | 32 569 | 887,81 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 102 098 | −0,09 | 43 | 19,44 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 34 546 | −1,30 | 14 668 | 16,05 | ||||
2025-07-15 | 13F | Cassia Capital Partners, LLC | 1 980 | 0,00 | 841 | 17,65 | ||||
2025-08-08 | 13F | Advisory Resource Group | 3 273 | −4,52 | 1 390 | 12,29 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 824 | 2,95 | 1 199 | 21,11 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 574 | 244 | ||||||
2025-08-08 | 13F | First Western Trust Bank | 16 068 | −6,79 | 6 822 | 9,61 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 1 414 | 0,14 | 625 | 22,79 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 12 735 | 0,20 | 5 407 | 17,80 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 777 | 6,58 | 330 | 25,10 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 797 | 0,13 | 338 | 17,77 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Marshall Financial Group LLC | 625 | 266 | ||||||
2025-07-22 | 13F | Sage Financial Group Inc | 29 307 | −0,13 | 12 443 | 17,43 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1 178 | 0,00 | 500 | 17,65 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 24 610 | 9,42 | 10 455 | 28,74 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 153 | −1,29 | 65 | 16,36 | ||||
2025-08-11 | 13F | October Effect Ltd | 4 049 | 1 719 | ||||||
2025-08-14 | 13F | Goodwin Investment Advisory | 523 | 222 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 1 296 | −36,22 | 550 | −24,97 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 924 | 0,00 | 392 | 17,72 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 1 662 | 0,00 | 706 | 17,50 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 20 549 | −0,34 | 8 725 | 17,18 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 2 861 | 52,99 | 1 215 | 79,85 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 22 032 | 7,34 | 9 354 | 26,22 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bbr Partners, Llc | 10 719 | 13,02 | 4 551 | 32,89 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 4 954 | 280,20 | 2 103 | 347,45 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 12 448 | 1,05 | 5 285 | 17,92 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 6 543 | 0,00 | 2 778 | 17,61 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 1 674 | 0,00 | 711 | 17,55 | ||||
2025-08-14 | 13F | Xponance, Inc. | 26 555 | 104,87 | 11 275 | 140,90 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 3 716 | 12,61 | 1 578 | 32,41 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 88 614 | 0,66 | 37 624 | 18,36 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 7 036 | −0,14 | 2 987 | 17,41 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1 070 | −0,56 | 454 | 17,01 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 18 598 | −12,10 | 7 896 | 3,36 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 11 398 | 78,40 | 4 839 | 109,84 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 3 570 | 0,00 | 1 516 | 17,53 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 1 120 | −15,60 | 404 | −24,06 | ||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 543 | 231 | ||||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 10 697 | 4 542 | ||||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 1 284 | 43,30 | 545 | 68,73 | ||||
2025-07-15 | 13F | Well Done, LLC | 1 612 | 0,00 | 684 | 5,72 | ||||
2025-07-18 | 13F | Cooper Financial Group | 5 479 | −4,91 | 2 326 | 11,83 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 1 241 | 10,70 | 527 | 30,20 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 2 038 | 3,61 | 865 | 21,83 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 14 295 | −0,21 | 6 069 | 17,34 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 908 | 1,06 | 810 | 18,94 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 1 204 | 0,00 | 511 | 17,74 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 4 366 | 4,68 | 1 854 | 23,04 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 891 | −6,20 | 803 | 10,32 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 15 264 | 38,63 | 6 481 | 63,02 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 12 701 | 395,94 | 5 393 | 483,55 | ||||
2025-08-07 | 13F | Wilkins Investment Counsel Inc | 600 | −33,99 | 255 | −22,56 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 736 | 312 | ||||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 790 | 0,00 | 297 | 0,00 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 130 | 1,31 | 5 150 | 19,11 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 100 535 | −3,06 | 42 685 | 13,98 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 768 | 0,00 | 326 | 17,33 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 1 532 | 0,00 | 650 | 17,54 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 1 403 | 0,00 | 1 | |||||
2025-07-15 | 13F | Floyd Financial Group Llc | 600 | 0,00 | 257 | 18,52 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 2 207 | 0,00 | 937 | 17,71 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 218 300 | −0,88 | 92 686 | 16,55 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 803 | 0,00 | 341 | 17,65 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 822 | 0,00 | 349 | 17,57 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 1 136 | 482 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 476 | −4,03 | 202 | 12,85 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 1 076 | 0,00 | 457 | 17,53 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 562 | 239 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 19 037 | 15,64 | 8 083 | 35,97 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 1 093 | 0,00 | 0 | |||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 5 252 | −7,01 | 2 230 | 9,32 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2 118 | −19,56 | 899 | −5,37 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 4 459 | 63,45 | 1 893 | 92,18 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 2 017 | 1,87 | 856 | 19,89 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 303 | 21,07 | 10 743 | 42,37 | ||||
2025-08-14 | 13F/A | Barclays Plc | 24 025 | 2 442,33 | 10 | |||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 888 | 0,00 | 377 | 17,81 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 307 | 6,52 | 472 | −4,27 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 3 043 | −1,10 | 1 303 | 21,10 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 44 279 | −4,09 | 18 800 | 12,77 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 937 942 | −3,05 | 398 232 | 14,00 | ||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 1 007 | 0,00 | 428 | 17,63 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 10 251 | −45,96 | 4 353 | −36,47 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 914 | 0,00 | 384 | 28,86 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 2 872 | 15,57 | 1 219 | 35,90 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 1 842 | 0,05 | 782 | 17,77 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 6 722 | −34,52 | 2 854 | −23,02 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 558 416 | −1,78 | 237 092 | 15,49 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 753 | 320 | ||||||
2025-08-12 | 13F | Auxano Advisors, LLC | 708 | 0,00 | 301 | 17,65 | ||||
2025-04-11 | 13F | Permanent Capital Management, LP | 8 753 | 0,00 | 3 161 | −10,10 | ||||
2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 | 273 923 | 492,73 | 98 911 | 432,98 | ||||
2025-07-08 | 13F | Little House Capital Llc | 1 822 | −5,60 | 774 | 11,06 | ||||
2025-07-21 | 13F | Jackson Wealth Management, LLC | 19 941 | 8 467 | ||||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 112 779 | 14,89 | 47 884 | 35,09 | ||||
2025-07-09 | 13F | Navigation Wealth Management, Inc. | 741 | 315 | ||||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 11 760 | −2,06 | 4 993 | 15,18 | ||||
2025-03-18 | 13F | Thoma Capital Management LLC | 705 | 283 | ||||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 913 | −12,04 | 388 | 3,48 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 2 618 | 0,00 | 1 112 | 17,82 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4 518 | −2,19 | 1 918 | 15,06 | ||||
2025-08-12 | 13F | MAI Capital Management | 398 651 | −5,20 | 169 259 | 11,47 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 1 522 | −40,80 | 646 | −30,39 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 424 | −2,40 | 605 | 14,83 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 2 301 | 0,00 | 977 | 17,59 | ||||
2025-08-12 | 13F | Westfield Capital Management Co Lp | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | City State Bank | 1 066 | −1,84 | 453 | 15,31 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 625 | −67,29 | 263 | −60,48 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 94 750 | −22,58 | 40 229 | −12,28 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1 459 | 0,00 | 619 | 17,68 | ||||
2025-07-15 | 13F | Norden Group Llc | 2 462 | 9,71 | 1 045 | 29,01 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 2 196 | −0,09 | 933 | 17,53 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 55 118 | 1,19 | 23 402 | 18,98 | ||||
2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 2 988 | 0,00 | 1 269 | 17,63 | ||||
2025-06-25 | NP | WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C | 488 | 5,17 | 179 | −5,82 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 612 | 0,00 | 260 | 17,73 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 33 022 | 2,88 | 14 021 | 20,98 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 1 075 | 0,00 | 456 | 17,53 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 925 | 0,00 | 393 | 17,72 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 3 887 | 0,00 | 1 650 | 17,61 | ||||
2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 6 221 | −2,12 | 2 641 | 15,08 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 104 518 | −0,54 | 44 327 | 16,90 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 1 275 | 3,74 | 541 | 22,12 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 629 | −8,44 | 267 | 7,66 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 6 401 | −27,60 | 2 718 | −14,85 | ||||
2025-05-30 | NP | J.p. Morgan Access Multi-strategy Fund Ii | 10 | 0,00 | 4 | −25,00 | ||||
2025-08-08 | 13F | Sustainable Growth Advisers, LP | 17 256 | −7,04 | 7 327 | 9,31 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 421 | −2,82 | 2 726 | 14,30 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 4 933 | −10,21 | 2 094 | 5,60 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 089 | 0,00 | 462 | 17,56 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 925 | 393 | ||||||
2025-07-24 | 13F | Callan Family Office, LLC | 80 572 | 24,01 | 34 209 | 45,82 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 7 261 | −0,27 | 3 083 | 17,23 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 180 225 | 0,96 | 76 520 | 18,72 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 9 850 | −33,96 | 4 182 | −22,34 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3 999 | 1,60 | 1 686 | 19,17 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 11 721 | −2,39 | 4 977 | 14,76 | ||||
2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Chesapeake Wealth Management | 544 | 231 | ||||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 1 100 | −57,69 | 467 | −50,21 | |||
2025-05-08 | 13F | Aegis Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | −75,00 | 42 | −70,83 | |||
2025-07-09 | 13F | PFW Advisors LLC | 66 710 | −3,47 | 28 324 | 13,50 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 3 583 | −2,29 | 2 | 0,00 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 082 | 0,09 | 459 | 17,69 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 5 826 | 4,22 | 2 474 | 22,55 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 1 829 | 0,00 | 777 | 17,58 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 1 433 | 107,38 | 608 | 144,18 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 321 419 | 13,86 | 116 779 | 14,40 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 31 546 | −0,66 | 13 394 | 16,81 | ||||
2025-08-13 | 13F | F/M Investments LLC | 939 | −1,98 | 399 | 15,36 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 2 739 | −3,01 | 1 163 | 14,13 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 17 497 | −4,85 | 7 429 | 11,88 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 3 185 | 1,89 | 1 352 | 19,86 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 8 718 | 17,35 | 3 701 | 37,99 | ||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 20 008 | 5,68 | 8 495 | 24,25 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 15 738 | 1,20 | 6 682 | 19,00 | ||||
2025-07-29 | 13F | TFC Financial Management | 2 475 | 0,00 | 1 051 | 17,69 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 10 487 | 1,28 | 4 453 | 19,10 | ||||
2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hancock Whitney Corp | 10 867 | 148,22 | 4 614 | 191,96 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 8 580 | 15,46 | 3 643 | 35,74 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 11 201 | −1,56 | 4 756 | 15,75 | ||||
2025-08-13 | 13F | Polen Capital Management Llc | 225 609 | −41,48 | 95 789 | −31,19 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 19 266 | 14,57 | 8 180 | 34,74 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 6 | 0,00 | 3 | 0,00 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 645 | 274 | ||||||
2025-08-13 | 13F | Luminist Capital LLC | 30 | 0,00 | 13 | 20,00 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 2 016 | −0,98 | 1 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 864 802 | 3,26 | 367 821 | 21,63 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3 320 | 0,76 | 1 409 | 17,42 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 719 | 4,22 | 1 154 | 22,51 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 5 307 | 570,92 | 2 253 | 690,53 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 1 679 | −7,65 | 616 | −15,75 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 194 267 | −0,12 | 82 482 | 17,44 | ||||
2025-08-13 | 13F | JT Stratford LLC | 1 322 | 561 | ||||||
2025-08-08 | 13F | Bailard, Inc. | 3 299 | 3,13 | 1 401 | 21,21 | ||||
2025-07-30 | 13F | Benin Management CORP | 477 | −19,97 | 203 | −6,05 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 371 | −17,74 | 134 | −18,90 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 1 869 | 0,00 | 794 | 17,66 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 48 256 | 14,93 | 20 489 | 35,15 | ||||
2025-07-25 | 13F | Cwm, Llc | 83 867 | 5,98 | 36 | 25,00 | ||||
2025-07-15 | 13F | DSG Capital Advisors, LLC | 11 140 | 0,00 | 4 730 | 17,58 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 920 | −2,85 | 410 | 20,23 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 28 604 | −0,11 | 12 145 | 17,45 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 1 476 | 0,00 | 627 | 17,67 | ||||
2025-08-14 | 13F | STAR Financial Bank | 47 349 | 5,10 | 20 103 | 23,57 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 8 111 | 0,00 | 3 444 | 17,59 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 9 666 | 7,09 | 4 104 | 25,93 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3 136 | −0,44 | 1 331 | 17,06 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 965 | −0,61 | 834 | 16,97 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 8 317 | −2,41 | 3 531 | 14,75 | ||||
2025-07-08 | 13F | Lpwm Llc | 1 000 | 0,00 | 425 | 17,45 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 720 | 0,00 | 306 | 17,76 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 263 | −2,17 | 536 | 15,02 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 474 | 201 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 756 869 | −4,34 | 321 352 | 12,48 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 698 | 0,00 | 252 | 0,00 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 293 | 0,00 | 124 | 18,10 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 740 | 0,14 | 314 | 18,05 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 3 575 | −2,56 | 1 518 | 14,58 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 11 118 | −11,85 | 4 720 | 3,65 | ||||
2025-08-19 | 13F | MRP Capital Investments, LLC | 393 | 0,00 | 167 | 17,73 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 1 305 | 0,00 | 554 | 17,62 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 550 | 234 | ||||||
2025-07-23 | 13F | Wise Wealth Partners | 1 269 | −6,62 | 539 | 9,80 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 1 303 | −0,99 | 553 | 16,42 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 480 | 204 | ||||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 359 | −2,16 | 578 | 15,37 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 940 | 0,00 | 399 | 17,70 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 8 714 | −8,99 | 3 700 | 7,00 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 1 056 047 | −13,36 | 448 376 | 1,87 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 673 | 0,00 | 286 | 17,28 | ||||
2025-08-13 | 13F | Wealthquest Corp | 910 | 0,00 | 386 | 17,68 | ||||
2025-07-16 | 13F | LS Investment Advisors, LLC | 3 016 | 0,00 | 1 281 | 17,54 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 535 | 0,00 | 227 | 17,62 | ||||
2025-07-16 | 13F | Brave Asset Management Inc | 752 | 0,00 | 319 | 17,71 | ||||
2025-07-29 | 13F | Activest Wealth Management | 3 259 | 0,18 | 1 384 | 17,80 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 17 767 | 0,02 | 7 544 | 17,60 | ||||
2025-07-08 | 13F | Partnership Wealth Management, LLC | 18 058 | 5,38 | 7 667 | 23,92 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2 131 | 0,00 | 905 | 17,56 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 1 529 | 0,00 | 649 | 17,57 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 2 157 | −2,97 | 916 | 14,09 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 56 811 | −0,25 | 24 121 | 17,29 | ||||
2025-08-13 | 13F | American Money Management, LLC | 1 481 | −2,69 | 629 | 14,39 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 774 | 0,00 | 329 | 17,56 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 197 650 | 7,00 | 83 918 | 25,81 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 12 370 | −19,98 | 5 252 | −5,90 | ||||
2025-07-11 | 13F | Thomasville National Bank | 4 664 | −4,93 | 1 980 | 11,80 | ||||
2025-08-14 | 13F | Dagco, Inc. | 1 507 | 0,00 | 640 | 17,46 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 1 893 | 0,00 | 804 | 17,57 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 853 | 0,00 | 362 | 17,53 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 100 | 0,00 | 42 | 16,67 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 7 426 | −0,93 | 3 153 | 16,48 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 392 | −0,32 | 1 865 | 17,23 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 4 427 | 1 880 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 071 | 3 002 | ||||||
2025-07-23 | 13F | Narwhal Capital Management | 31 350 | 0,95 | 13 311 | 18,70 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 10 255 | −0,01 | 4 354 | 17,58 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 112 389 | −41,51 | 47 216 | −32,47 | ||||
2025-08-13 | 13F | Ted Buchan & Co | 929 | 394 | ||||||
2025-07-17 | 13F | Chicago Capital, LLC | 3 001 | 7,52 | 1 274 | 26,42 | ||||
2025-08-13 | 13F | Shelton Capital Management | 1 419 | 0,00 | 602 | 17,58 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 572 | −0,76 | 667 | 16,81 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 890 | −52,05 | 378 | −43,73 | ||||
2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 3 429 | 0,06 | 1 456 | 17,62 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 11 795 | −0,25 | 5 006 | 17,26 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF Large-Cap Growth Index Fund Institutional Class | 215 697 | −13,85 | 79 116 | −22,80 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 240 | 0,06 | 5 622 | 17,67 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Generation Capital Management LLC | 1 126 | 44,36 | 478 | 70,11 | ||||
2025-05-14 | 13F/A | Miramar Fiduciary Corp | 3 097 | 405 | ||||||
2025-07-09 | 13F | Epiq Partners, Llc | 28 272 | −6,20 | 12 004 | 10,29 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 16 409 | 5,99 | 6 967 | 24,62 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 2 878 | 0,00 | 1 222 | 17,52 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1 129 | 0,00 | 479 | 17,69 | ||||
2025-08-15 | 13F | SkyView Investment Advisors, LLC | 4 353 | −5,02 | 2 | 0,00 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 1 613 | 0,00 | 685 | 17,53 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 1 083 | 0,09 | 460 | 17,69 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 698 | 0,00 | 296 | 17,46 | ||||
2025-08-12 | 13F | Beaton Management Co. Inc. | 6 034 | 0,42 | 3 | 0,00 | ||||
2025-08-12 | 13F | Argent Trust Co | 25 626 | 1,11 | 10 880 | 18,89 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 17 102 | −5,52 | 7 243 | 15,50 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 3 739 | −3,11 | 1 588 | 13,93 | ||||
2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 101 770 | 43,74 | 43 226 | 68,99 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 928 | 0,00 | 1 243 | 17,60 | ||||
2025-07-16 | 13F/A | CX Institutional | 157 447 | 10,35 | 67 | 29,41 | ||||
2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 1 397 | −0,71 | 593 | 16,73 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 750 | 0,00 | 319 | 17,78 | ||||
2025-07-15 | 13F | Bnc Wealth Management, Llc | 521 | 221 | ||||||
2025-07-14 | 13F | Baring Financial LLC | 1 796 | 0,00 | 763 | 17,59 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 2 323 | −3,25 | 1 022 | 17,90 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 3 499 | −5,51 | 1 486 | 11,07 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5 573 | 56,33 | 2 366 | 83,84 | ||||
2025-08-08 | 13F | Cedar Wealth Management, LLC | 832 | 0,00 | 353 | 17,67 | ||||
2025-07-25 | 13F | Parker Financial LLC | 2 045 | −6,41 | 868 | 10,15 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 310 | 0,00 | 132 | 18,02 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 24 473 | 0,30 | 10 391 | 17,92 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 1 779 | −10,11 | 755 | 5,74 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 16 106 | 20,70 | 6 838 | 41,93 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 6 294 | −14,81 | 2 672 | 0,19 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 966 | −0,78 | 3 382 | 16,66 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 15 467 | −4,97 | 6 567 | 11,74 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 1 070 | 454 | ||||||
2025-08-01 | 13F | Anson Capital, Inc. | 2 200 | 0,00 | 934 | 17,63 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 235 596 | 1,35 | 100 029 | 19,17 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 2 068 | 1,08 | 878 | 18,97 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 4 901 | −0,20 | 2 081 | 17,32 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 134 | −13,30 | 476 | 0,85 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 7 182 | −5,14 | 3 049 | 11,56 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 10 928 | −2,95 | 4 640 | 14,12 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 25 | 0,00 | 11 | 11,11 | ||||
2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 53 176 | 2,24 | 22 577 | 20,21 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 1 245 | −0,08 | 529 | 17,59 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 4 019 | 0,00 | 1 706 | 17,57 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 506 | −22,75 | 215 | −9,32 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 9 349 | 0,65 | 4 | 0,00 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 7 288 | −85,77 | 3 094 | −83,27 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 2 240 | 1,36 | 951 | 19,17 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 10 880 | 1,08 | 4 619 | 18,86 | ||||
2025-08-06 | 13F | Simmons Bank | 80 080 | −3,72 | 34 000 | 13,21 | ||||
2025-07-07 | 13F | Trust Co | 674 | −0,15 | 286 | 17,70 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 3 509 | −15,14 | 1 490 | −0,27 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 574 | 0,17 | 244 | 17,96 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 13 398 | 4,08 | 5 688 | 22,38 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 748 | 0,00 | 329 | 20,07 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 5 | 2 | ||||||
2025-07-28 | 13F | Holistic Planning, LLC | 1 582 | 47,44 | 672 | 73,39 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 19 824 | 0,45 | 8 417 | 18,12 | ||||
2025-07-29 | 13F | Northeast Investment Management | 4 666 | 0,00 | 1 981 | 17,64 | ||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Home Federal Bank Of Tennessee | 4 960 | 0,00 | 2 106 | 17,53 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 366 | 31,22 | 586 | 60,71 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 9 232 | 125,50 | 3 920 | 165,16 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 847 | 0,00 | 360 | 17,70 | ||||
2025-07-23 | 13F | Dempze Nancy E | 1 600 | 0,00 | 679 | 17,68 | ||||
2025-08-28 | NP | RULE - Adaptive Core ETF | 972 | −11,48 | 413 | 4,04 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 116 135 | 1,66 | 51 366 | 24,52 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 37 264 | 1,51 | 15 821 | 19,36 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 488 | 207 | ||||||
2025-07-24 | 13F | Dsm Capital Partners Llc | 675 | −18,97 | 287 | −4,67 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 39 380 | 6,91 | 16 720 | 25,71 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 173 | 495 | ||||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 4 588 | 4,06 | 1 948 | 22,38 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 1 812 | 0,00 | 769 | 17,58 | ||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 4 253 | 24,94 | 1 806 | 46,87 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 3 601 | −6,03 | 1 529 | 10,48 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 28 937 | 2,18 | 12 286 | 20,15 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 51 821 | 97,38 | 18 712 | 77,48 | ||||
2025-08-12 | 13F | Real Talk Capital, LLC | 1 416 | 3,21 | 601 | 21,41 | ||||
2025-08-12 | 13F | Wernau Asset Management Inc. | 1 132 | 0,00 | 481 | 17,65 | ||||
2025-08-12 | 13F | Farmers National Bank | 3 070 | −2,29 | 1 303 | 14,90 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 225 | 0,00 | 95 | 17,28 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1 874 | 796 | ||||||
2025-08-06 | 13F | Aspetuck Financial Management LLC | 800 | 0,00 | 340 | 17,71 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 4 076 | 0,00 | 1 731 | 17,61 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 710 | 0,00 | 1 150 | 17,59 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 189 594 | −3,11 | 80 497 | 13,92 | ||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 700 | 0,00 | 297 | 17,86 | ||||
2025-08-08 | 13F | Brogan Financial, Inc. | 1 857 | 0,11 | 788 | 17,79 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 102 636 | 41,38 | 43 577 | 66,24 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 669 827 | −7,62 | 284 395 | 8,62 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 2 | 1 | ||||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 14 673 | 0,08 | 6 230 | 17,70 | ||||
2025-08-05 | 13F | Torray Llc | 1 138 | 0,00 | 483 | 17,80 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 1 205 | 0,00 | 512 | 16,89 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 042 | −0,92 | 3 415 | 16,48 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Bourgeon Capital Management Llc | 1 350 | 0,00 | 573 | 17,66 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 2 135 | 907 | ||||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 5 770 | 2 450 | ||||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5 501 | 14,53 | 2 376 | 43,85 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 735 | 312 | ||||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 249 093 | 12,90 | 105 760 | 32,76 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2 070 | 5,83 | 879 | 24,36 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 12 403 | 0,00 | 5 266 | 17,60 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 11 858 | −84,28 | 5 037 | −81,51 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 1 772 | 752 | ||||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 5 651 | −0,84 | 2 041 | −10,84 | ||||
2025-08-11 | 13F | Poehling Capital Management, LLC | 1 632 | 0,00 | 693 | 17,49 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 17 356 | −0,05 | 7 369 | 17,51 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 462 | 0,00 | 196 | 18,07 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 3 830 | 0,00 | 1 626 | 17,58 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 7 908 | 0,00 | 3 357 | 17,58 | ||||
2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 2 888 | −16,41 | 1 226 | −1,68 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 732 | 0,00 | 311 | 17,42 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 525 | 0,00 | 223 | 17,99 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 19 014 | 1,42 | 8 073 | 19,25 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 550 | 234 | ||||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 1 960 | −2,83 | 851 | 16,90 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 1 018 | −42,81 | 432 | −32,71 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 2 102 | 13,13 | 893 | 33,13 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 34 483 | −3,55 | 15 | 16,67 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-06-25 | NP | WMLIX - Wilmington Large-Cap Strategy Fund Class I Shares | 510 | −28,67 | 187 | −35,96 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 7 033 | −9,20 | 2 986 | 6,76 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 426 | 17,95 | 606 | 38,76 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 741 | 0,00 | 315 | 17,60 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 1 410 | 0,00 | 599 | 17,49 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 2 753 | −0,83 | 1 169 | 16,57 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 511 | 0 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 217 498 | −5,92 | 92 345 | 10,62 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 5 887 | −1,54 | 2 500 | 15,80 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 050 | 127,70 | 5 116 | 168,13 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12 538 | 7,79 | 5 323 | 26,74 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 29 219 044 | −4,03 | 12 405 822 | 12,84 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 593 071 | 0,41 | 251 805 | 18,06 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 712 | −8,22 | 5 397 | 7,94 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 40 323 | 1,41 | 17 120 | 19,24 | ||||
2025-07-17 | 13F | Olympus Wealth Management, Llc | 25 223 | 23,32 | 10 709 | 45,01 | ||||
2025-07-16 | 13F | Eastover Investment Advisors LLC | 652 | 0,00 | 277 | 17,45 | ||||
2025-08-07 | 13F | Allworth Financial LP | 125 825 | −0,76 | 53 423 | 17,25 | ||||
2025-04-10 | 13F | Columbia Asset Management | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 2 360 | 0,00 | 1 002 | 17,61 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 282 | −9,62 | 120 | 6,25 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 020 | 36,16 | 1 282 | 60,25 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 56 078 | −4,78 | 23 810 | 11,97 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 5 217 | 521,81 | 2 215 | 633,11 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1 338 | 6,95 | 1 | |||||
2025-08-07 | 13F | King Luther Capital Management Corp | 205 | −59,33 | ||||||
2025-08-07 | 13F | Grange Capital, LLC | 1 049 | 0,00 | 445 | 17,72 | ||||
2025-08-14 | 13F | Destination Wealth Management | 2 916 | −8,42 | 1 238 | 7,75 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 671 | 11,78 | 2 832 | 31,42 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 25 280 | 2,31 | 11 133 | 24,78 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 9 127 | −5,57 | 4 | 0,00 | ||||
2025-08-14 | 13F | First Manhattan Co | 1 971 | 11,17 | 837 | 30,63 | ||||
2025-05-06 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Waverton Investment Management Ltd | 1 066 | 0,00 | 452 | 17,71 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 73 | 0,00 | 31 | 15,38 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 121 562 | −7,03 | 52 | 8,51 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 5 713 | 8,92 | 2 426 | 28,10 | ||||
2025-07-25 | 13F | Cypress Capital Group | 7 353 | −8,20 | 3 122 | 7,92 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 69 | 0,00 | 29 | 20,83 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 28 860 | 11,12 | 12 253 | 30,67 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 800 | 0,00 | 340 | 17,71 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 944 | −50,00 | 401 | −41,26 | ||||
2025-08-06 | 13F/A | Headland Capital, LLC | 1 207 | 513 | ||||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 3 989 | −35,01 | 1 694 | −23,60 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 559 | 0,36 | 237 | 17,91 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 805 | −1,23 | 354 | 27,34 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 1 150 | 0,00 | 488 | 17,59 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 549 | −3,51 | 233 | 13,17 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5 452 | 16,45 | 2 315 | 36,92 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 5 891 | −1,37 | 2 501 | 16,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 100 | 10,81 | 1 741 | 30,24 | |||
2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 464 495 | −7,63 | 197 215 | 8,62 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 920 | 0,00 | 391 | 17,47 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 495 | −4,07 | 210 | 12,90 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 86 200 | 17,76 | 36 599 | 38,47 | |||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 1 465 | 0,00 | 622 | 17,80 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 2 249 | −10,18 | 955 | 5,53 | ||||
2025-05-30 | NP | TPLGX - T. Rowe Price Institutional Large-Cap Core Growth Fund This fund is a listed as child fund of Price T Rowe Associates Inc /md/ 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 | 29 202 | 0,00 | 10 545 | −10,08 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 250 | −35,40 | 106 | −18,46 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 170 849 | −4,00 | 72 539 | 12,87 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 27 951 | 296,36 | 11 867 | 366,10 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1 190 | −58,00 | 505 | −50,59 | ||||
2025-08-07 | 13F | M. Kulyk & Associates, LLC | 3 144 | 0,00 | 1 335 | 17,53 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 2 536 | −7,48 | 1 077 | 8,80 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 17 245 | 3,62 | 7 322 | 21,83 | ||||
2025-08-04 | 13F | Wolverine Asset Management Llc | 2 800 | 18 566,67 | 1 189 | 23 660,00 | ||||
2025-08-12 | 13F | Rhumbline Advisers | 27 128 | −47,99 | 11 518 | −38,85 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 3 503 | −23,47 | 1 488 | −9,99 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 9 913 | 0,00 | 4 209 | 17,57 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9 355 | −1,32 | 3 972 | 16,01 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 713 | −0,87 | 4 124 | 16,57 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 566 | −3,08 | 239 | 13,33 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 1 960 | 70,29 | 832 | 100,48 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 69 | −27,37 | 29 | −14,71 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 8 682 | 14,25 | 3 686 | 34,38 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 49 090 | −2,19 | 20 843 | 15,01 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 3 121 | −3,28 | 1 325 | 13,73 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Sierra Capital LLC | 9 718 | 0,00 | 4 | 33,33 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 8 701 | 1 347,75 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 268 453 | 0,72 | 113 980 | 18,43 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 2 224 | 0,00 | 944 | 17,56 | ||||
2025-04-28 | 13F | Cidel Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 103 037 | 876,38 | 43 748 | 1 048,22 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 36 917 | 1,89 | 15 674 | 19,80 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 149 900 | −18,80 | 63 645 | −4,52 | |||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 787 | 0,00 | 334 | 17,61 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 80 887 | −15,54 | 34 343 | −0,69 | ||||
2025-08-13 | 13F | Hollow Brook Wealth Management LLC | 1 185 | 0,00 | 503 | 17,80 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 65 900 | 325,16 | 27 980 | 399,98 | |||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 4 820 | −3,83 | 2 046 | 13,10 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 3 129 | 0,00 | 1 329 | 17,63 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 854 | 0,95 | 363 | 17,53 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 445 | 200 | ||||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 577 | 0,00 | 670 | 17,57 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 25 154 | 0,00 | 10 680 | 17,58 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 502 | 213 | ||||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 25 547 | −0,71 | 10 847 | 16,75 | ||||
2025-08-14 | 13F | Eight 31 Financial Llc | 2 308 | 0,00 | 980 | 17,53 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 2 051 | 14,58 | 871 | 34,67 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43 354 | 101,30 | 18 407 | 136,72 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 073 | −2,26 | 1 305 | 15,09 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 5 424 | 0,00 | 2 303 | 17,57 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 1 626 | 45,05 | 691 | 70,79 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 164 | 7,54 | 2 617 | 26,49 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 700 | 0,00 | 252 | 0,00 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Field & Main Bank | 250 | −1,96 | 106 | 15,22 | ||||
2025-08-12 | 13F | Legal & General Group Plc | 18 994 | −6,30 | 8 050 | 10,06 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 40 574 | −2,37 | 17 227 | 14,79 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 786 | 6,50 | 334 | 25,19 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 9 013 | −1,18 | 3 827 | 16,19 | ||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 936 | −2,60 | 397 | 14,41 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 7 221 | 0,10 | 3 066 | 17,66 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2 553 | −0,20 | 1 084 | 17,33 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 045 | −4,75 | 868 | 12,00 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 2 027 | −7,06 | 861 | 9,28 | ||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3 214 | 4,25 | 1 365 | 22,55 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 938 | −4,72 | 1 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 0 | −100,00 | 0 | |||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 000 | 425 | |||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 12 379 | −2,39 | 5 256 | 14,76 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 183 | 59,81 | 4 323 | 87,96 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 27 070 | −4,00 | 11 493 | 12,89 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 484 | 205 | ||||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 2 867 | −1,65 | 1 228 | 16,63 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 2 287 | 0,04 | 1 | |||||
2025-08-11 | 13F | Insight 2811, Inc. | 7 094 | −2,22 | 3 012 | 14,97 | ||||
2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 1 723 | −30,27 | 731 | −18,05 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 3 688 | −3,73 | 1 566 | 13,16 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 729 | 310 | ||||||
2025-06-27 | NP | TWCGX - Growth 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 | 100 927 | 0,60 | 37 019 | −9,85 | ||||
2025-05-29 | NP | JAEDX - Blue Chip Growth Trust NAV | 25 071 | 28,12 | 9 053 | 15,19 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 1 838 | −10,82 | 780 | 4,84 | ||||
2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 87 812 | 2,17 | 37 283 | 20,16 | ||||
2025-07-30 | 13F | Demars Financial Group, LLC | 2 094 | −99,72 | 889 | 44 350,00 | ||||
2025-05-05 | 13F | ODonnell Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 4 617 | −7,18 | 2 | 0,00 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 490 | 208 | ||||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 11 318 | 4,20 | 4 805 | 22,51 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 488 | 207 | ||||||
2025-08-08 | 13F | Investment Partners, Ltd. | 36 184 | 1,97 | 15 363 | 19,89 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 477 | −10,78 | 2 325 | 4,92 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 919 | 0,00 | 390 | 17,82 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 273 366 | 1,39 | 540 646 | 19,21 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 1 319 | 0,00 | 560 | 17,65 | ||||
2025-08-04 | 13F | Spire Wealth Management | 51 033 | −1,13 | 21 668 | 16,26 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 1 217 | 0,08 | 517 | 17,54 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 584 | 0,00 | 248 | 17,62 | ||||
2025-05-14 | 13F | Allstate Corp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 21 188 | 0,00 | 8 996 | 17,59 | ||||
2025-05-06 | 13F | Old Port Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 1 037 | 0,00 | 440 | 17,65 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 9 777 | −1,97 | 4 151 | 15,27 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 737 | 22,43 | 313 | 43,78 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 4 | −98,80 | 2 | −99,17 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 645 | 0,00 | 274 | 17,67 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1 836 | 0,05 | 779 | 17,67 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 8 851 | −0,56 | 3 758 | 16,89 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 568 | −5,33 | 241 | 11,57 | ||||
2025-08-06 | 13F | Nvwm, Llc | 1 264 | 537 | ||||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 63 099 | 26 791 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 291 | 0,00 | 124 | 17,14 | ||||
2025-07-31 | 13F | United Community Bank | 360 | 0,00 | 153 | 17,83 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 81 | 0,00 | 35 | 17,24 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 825 | 1,23 | 350 | 19,05 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 1 940 | 0,00 | 824 | 17,57 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 17 836 | −8,33 | 7 573 | 7,79 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 1 674 | −56,42 | 1 | −100,00 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 23 295 | −55,35 | 9 891 | −50,24 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 19 192 | −0,03 | 8 442 | 20,55 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 8 767 | 0,00 | 3 722 | 17,60 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 2 830 | 0,00 | 1 202 | 17,63 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 305 748 | 3,44 | 129 814 | 21,62 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 029 | −4,72 | 437 | 12,08 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 849 | −6,19 | 360 | 10,43 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 7 705 | 8,06 | 3 271 | 27,08 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1 114 100 | 7,06 | 473 025 | 25,89 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 825 | 0,00 | 350 | 17,85 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 37 739 | 0,90 | 16 023 | 18,64 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 18 167 | −1,01 | 7 714 | 16,41 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 3 004 | −0,30 | 1 276 | 17,19 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 2 191 | 0,78 | 930 | 18,47 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 12 623 | 3,25 | 5 360 | 21,41 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-11 | 13F | Midwest Professional Planners, LTD. | 7 477 | 9,81 | 3 174 | 29,13 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 3 255 | −0,94 | 1 382 | 16,53 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 21 | 0,00 | 9 | 14,29 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 7 100 | 40,59 | 3 015 | 65,33 | ||||
2025-07-07 | 13F | Peak Financial Advisors Llc | 804 | −9,56 | 341 | 6,23 | ||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 72 300 | −4,11 | 30 697 | 12,75 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 5 931 | −1,46 | 2 518 | 15,88 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 8 321 | −8,60 | 3 533 | 7,62 | ||||
2025-08-14 | 13F | LM Advisors LLC | 2 294 | 0,00 | 1 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 717 | 0,00 | 305 | 17,37 | ||||
2025-03-31 | NP | SMIFX - Sound Mind Investing Fund | 20 600 | −5,89 | 8 432 | 3,01 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 3 826 | 207,80 | 1 624 | 262,50 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 78 106 | −5,09 | 33 162 | 11,59 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 968 | −0,10 | 411 | 5,40 | ||||
2025-08-14 | 13F | Millennium Management Llc | 18 273 | 592,42 | 7 758 | 714,92 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 616 | 0,00 | 0 | |||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 26 144 | 295,16 | 11 102 | 364,67 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2 609 | 0,00 | 1 108 | 17,52 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 6 195 | −7,02 | 2 630 | 9,36 | ||||
2025-08-04 | 13F | Atria Investments Llc | 28 738 | −31,49 | 12 202 | −19,45 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 4 905 | 5,30 | 2 157 | 31,52 | ||||
2025-08-07 | 13F | W Advisors, Llc | 12 010 | 0,00 | 5 099 | 17,60 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 3 131 | 0,06 | 1 329 | 17,71 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 2 327 | 0,00 | 988 | 17,50 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 34 856 | −42,78 | 14 799 | −32,72 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 22 411 | −0,06 | 9 515 | 17,51 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 11 360 | 7,36 | 4 823 | 26,26 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 2 788 | −4,91 | 1 184 | 11,81 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 12 444 | −43,20 | 5 283 | −33,22 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 1 619 | 106,24 | 688 | 142,76 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3 127 | 330,12 | 1 319 | 403,44 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 41 877 | 17 780 | ||||||
2025-04-29 | NP | EBI - Longview Advantage ETF | 120 | 47 | ||||||
2025-08-05 | 13F | Everest Management Corp. | 1 117 | 474 | ||||||
2025-07-10 | 13F | SK Wealth Management, LLC | 844 | 0,00 | 362 | 29,29 | ||||
2025-08-07 | 13F | Commerce Bank | 456 075 | 0,85 | 193 640 | 18,59 | ||||
2025-08-13 | 13F | Alcosta Capital Management, Inc. | 409 | 0,00 | 174 | 17,69 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 1 320 | 0,00 | 560 | 17,65 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 150 | 54 | ||||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 628 | 0,80 | 267 | 18,75 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 39 220 | 16 656 | ||||||
2025-07-24 | 13F | Leo Wealth, LLC | 8 128 | −0,38 | 3 451 | 17,11 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 1 746 | 0,00 | 741 | 17,62 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 4 538 | 11,01 | 1 927 | 30,49 | ||||
2025-07-31 | 13F | CNB Bank | 151 | 0,00 | 64 | 18,52 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 16 207 | −6,12 | 6 881 | 10,40 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 784 | 329 | ||||||
2025-08-07 | 13F | Brio Consultants, LLC | 3 878 | −6,51 | 1 646 | 9,95 | ||||
2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1 992 | 32,36 | 846 | 55,62 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 183 | 0,00 | 78 | 16,67 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1 766 | 0,06 | 750 | 17,58 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 115 552 | 2,23 | 49 061 | 20,20 | ||||
2025-07-17 | 13F | Altus Wealth Management, LLC | 1 543 | 0,00 | 655 | 17,59 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6 161 | 0,33 | 2 616 | 17,95 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 5 343 | −2,39 | 2 269 | 14,78 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 9 580 184 | −1,12 | 4 067 555 | 16,27 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 1 229 | 0,00 | 522 | 17,61 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 2 162 | 4,44 | 918 | 22,76 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 24 176 | −3,88 | 10 265 | 13,01 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12 547 | −19,08 | 5 327 | −14,44 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 6 738 | −2,33 | 2 861 | 14,81 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 2 449 | 14,92 | 1 040 | 35,11 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 109 533 | −1,05 | 46 506 | 16,35 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12 307 | 3,99 | 5 225 | 22,28 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 9 228 | −4,09 | 3 918 | 12,78 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 17 060 | −3,60 | 7 244 | 13,35 | ||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 1 194 | 0,00 | 504 | 16,98 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 8 429 | 0,00 | 3 579 | 17,58 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4 309 234 | −1,83 | 1 829 615 | 15,43 | ||||
2025-07-23 | 13F | Sachetta, LLC | 571 | −34,67 | 242 | −23,17 | ||||
2025-07-30 | 13F | North Point Portfolio Managers Corp/oh | 519 | 220 | ||||||
2025-05-13 | 13F | Montag & Caldwell, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 7 582 | 3,02 | 3 219 | 21,15 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 2 015 | 0,00 | 856 | 17,61 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 21 912 | −26,07 | 9 303 | −13,06 | ||||
2025-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 38 915 | −0,67 | 16 523 | 16,80 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 16 484 | −30,23 | 6 999 | −17,96 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 5 720 | 6,14 | 2 423 | 24,52 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 2 092 | −9,04 | 888 | 6,99 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 1 283 | −18,49 | 545 | −4,23 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 10 603 | −1,03 | 4 502 | 16,37 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 39 428 | 2,22 | 16 733 | 20,21 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 831 | −1,54 | 353 | 15,79 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 19 292 | 17,16 | 8 191 | 37,76 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 11 328 | −56,62 | 4 810 | −54,14 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 1 478 | 10,38 | 628 | 29,81 | ||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 5 277 | −64,31 | 2 241 | −58,04 | ||||
2025-08-13 | 13F | Collar Capital Management, LLC | 1 300 | 0,00 | 552 | 17,48 | ||||
2025-07-25 | 13F | Ball & Co Wealth Management Inc. | 45 828 | −7,44 | 19 | 11,76 | ||||
2025-08-13 | 13F | Clarkston Capital Partners, LLC | 4 351 | −0,30 | 1 847 | 17,27 | ||||
2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2 178 | 934 | ||||||
2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 523 | 222 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 37 027 | −9,63 | 15 721 | 6,27 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 130 | 0,00 | 55 | 19,57 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 37 413 | 1,95 | 15 885 | 19,87 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 487 | −26,44 | 207 | −13,81 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 1 326 | 0,00 | 563 | 17,57 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 1 573 | 0,00 | 668 | 17,64 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 959 | 48,45 | 407 | 74,68 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 1 200 | 0,00 | 509 | 17,55 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 851 | −2,16 | 4 182 | 15,05 | ||||
2025-07-09 | 13F | First Bank & Trust | 2 623 | −4,20 | 1 114 | 12,65 | ||||
2025-08-07 | 13F | S&co Inc | 1 602 | −0,93 | 1 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 726 290 | 15,21 | 307 918 | 35,22 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 1 590 | 0,51 | 675 | 18,04 | ||||
2025-08-13 | 13F | Winslow Capital Management, LLC | 25 667 | −65,47 | 10 898 | −59,40 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 620 | 0,00 | 263 | 17,94 | ||||
2025-08-07 | 13F | Mayport, Llc | 9 300 | 0,00 | 3 949 | 17,57 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 038 054 | −2,04 | 440 737 | 15,19 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 816 | −48,35 | 346 | −39,30 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 1 454 | −3,45 | 617 | 13,63 | ||||
2025-05-14 | 13F | Hobbs Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 2 787 | −2,11 | 1 183 | 15,08 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 21 904 | −0,82 | 9 300 | 16,62 | ||||
2025-07-24 | 13F | MA Private Wealth | 2 485 | 0,00 | 1 055 | 17,61 | ||||
2025-08-08 | 13F | Avalon Trust Co | 49 | 21 | ||||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 685 | −0,72 | 291 | 16,47 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 27 005 | 0,78 | 11 466 | 18,50 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 881 | 52,56 | 1 648 | 79,41 | ||||
2025-08-05 | 13F | Huntington National Bank | 44 904 | 12,19 | ||||||
2025-08-07 | 13F | Alliance Wealth Management Group | 6 638 | −1,83 | 2 818 | 15,44 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 424 156 | 0,13 | 180 088 | 17,74 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 1 910 | −0,83 | 841 | 21,01 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 838 | −0,12 | 356 | 17,16 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 1 306 | −85,13 | 576 | −80,74 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 2 293 | 0,09 | 974 | 17,65 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 23 673 | −3,30 | 10 051 | 13,69 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 34 540 | 15 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 128 | 4,83 | 479 | 23,20 | ||||
2025-07-11 | 13F | Busey Wealth Management | 26 229 | −3,89 | 11 136 | 13,01 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 3 762 | 0,00 | 1 597 | 17,60 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 4 395 | 0,00 | 1 866 | 17,65 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 146 | 62 | ||||||
2025-08-11 | 13F | Platform Technology Partners | 1 134 | 0,00 | 482 | 17,60 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 2 000 | 0,00 | 849 | 17,59 | ||||
2025-08-13 | 13F | Investment Counsel Co Of Nevada | 33 | 14 | ||||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 1 707 | 16,92 | 725 | 37,38 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 157 | 0,00 | 67 | 4,76 | ||||
2025-08-11 | 13F | Theory Financial Llc | 2 567 | 0,00 | 1 131 | 22,03 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 24 007 | −0,11 | 10 193 | 17,45 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 4 796 | −0,35 | 2 036 | 17,21 | ||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 5 047 | 10,61 | 2 143 | 30,05 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 75 | 32 | ||||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 500 | 212 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 5 120 | −0,29 | 2 174 | 17,21 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 2 274 | 0,89 | 965 | 18,70 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5 497 | 22,84 | 2 334 | 44,46 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 50 552 | 9,24 | 21 463 | 28,44 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 941 | 409 | ||||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 1 220 | 0,00 | 441 | 0,00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 895 | 805 | ||||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 59 919 | 150,62 | 25 440 | 195,16 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 575 | 0,00 | 244 | 17,87 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 474 | 201 | ||||||
2025-08-13 | 13F | Marshall Wace, Llp | 5 052 | 2 145 | ||||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 1 012 | 8,82 | 430 | 28,06 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 9 972 | −4,40 | 4 234 | 12,40 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 2 885 | −11,37 | 1 225 | 17,47 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 17 924 | −0,44 | 7 610 | 17,06 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 17 600 | −10,20 | 7 422 | 5,02 | |||
2025-07-21 | 13F | Warner Financial, Inc | 1 792 | 0,11 | 1 | |||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3 230 | 0,12 | 1 371 | 17,78 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 10 600 | −41,11 | 4 470 | −31,11 | |||
2025-08-01 | 13F | Motco | 1 306 | 0,31 | 575 | 22,34 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 200 | 0,00 | 85 | 16,67 | |||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 2 104 | 891 | ||||||
2025-08-05 | 13F | Meridian Management Co | 8 502 | 0,00 | 3 744 | 21,99 | ||||
2025-08-14 | 13F | UBS Group AG | 6 018 469 | −4,66 | 2 555 322 | 12,10 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 13 265 | 10,18 | 5 631 | 29,54 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 1 112 | 50,88 | 472 | 77,44 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 535 | 227 | ||||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 1 751 | −2,99 | 1 | |||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 356 | 0,00 | 151 | 17,97 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 254 897 | 2,44 | 108 224 | 20,46 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 1 369 | 5,15 | 581 | 23,62 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 562 | 239 | ||||||
2025-09-03 | 13F | American Trust | 20 248 | 8,63 | 8 597 | 27,73 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | −31,03 | 42 | −19,23 | ||||
2025-08-14 | 13F | Sei Investments Co | 58 585 | 174,81 | 24 874 | 223,16 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 93 450 | −1,11 | 33 744 | −11,08 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 237 | 0,24 | 525 | 17,98 | ||||
2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 917 | −18,63 | 389 | −4,19 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 4 105 | −10,95 | 1 743 | 4,69 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 14 715 | −3,83 | 6 248 | 13,07 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 45 388 | 10,79 | 19 271 | 30,26 | ||||
2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 3 033 | −7,59 | 1 288 | 8,61 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 900 | −3,60 | 822 | 16,10 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 749 | 14,95 | 2 865 | 35,21 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 10 204 | −1,82 | 4 332 | 15,46 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 130 | 0,00 | 55 | 19,57 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 649 | 0,00 | 276 | 17,52 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | West Bancorporation Inc | 31 855 | −6,98 | 13 525 | 9,37 | ||||
2025-08-14 | 13F | Tcw Group Inc | 18 290 | 7 766 | ||||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 2 734 | 0,11 | 1 161 | 17,65 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 2 641 | −6,61 | 1 | 0,00 | ||||
2025-05-14 | 13F | Blue Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 246 602 | 1,29 | 104 787 | 19,20 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 18 030 | −19,21 | 7 655 | −5,00 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 846 | 0,00 | 359 | 17,70 | ||||
2025-08-13 | 13F | Harfst & Associates, Inc. | 2 119 | −2,84 | 900 | 14,23 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 2 208 | 22,12 | 937 | 43,71 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 439 | 0,02 | 1 885 | 17,60 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4 131 | 13,61 | 1 754 | 33,61 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5 217 | −4,94 | 2 215 | 11,81 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 23 895 | 10 | ||||||
2025-08-01 | 13F | Chilton Capital Management Llc | 3 075 | 537,97 | 1 306 | 650,00 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1 747 | −7,47 | 742 | 8,81 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 54 | 0,00 | 23 | 15,79 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 822 | −12,18 | 349 | 3,56 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 5 358 | −65,62 | 2 275 | −59,59 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 1 710 | −82,45 | 726 | −79,36 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 711 | 0,00 | 302 | 17,58 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 530 | 225 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 7 216 343 | 6,04 | 3 063 916 | 24,69 | ||||
2025-04-28 | 13F | ABLE Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 92 085 | 1,61 | 39 094 | 19,47 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 22 420 | −2,28 | 9 519 | 14,91 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 592 | 0 | ||||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 2 072 | 880 | ||||||
2025-08-06 | 13F | Csenge Advisory Group | 1 789 | −8,82 | 715 | 6,57 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 16 342 | −1,22 | 6 939 | 16,16 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 2 468 | 9,01 | 1 048 | 28,15 | ||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 1 522 | 0,00 | 646 | 17,67 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 3 332 | −24,94 | 1 415 | −11,74 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 1 677 | 17,11 | 712 | 37,72 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 1 159 | 0,00 | 492 | 17,46 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 228 169 | −0,70 | 96 876 | 16,76 | ||||
2025-08-14 | 13F | Headinvest, Llc | 972 | −2,11 | 413 | 15,08 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 25 698 | −2,92 | 10 911 | 14,15 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 416 | −22,93 | 1 026 | −9,45 | ||||
2025-08-08 | 13F | Condor Capital Management | 67 926 | 1,31 | 28 840 | 19,12 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 1 274 | −0,08 | 541 | 17,61 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 18 979 | −3,74 | 8 058 | 13,19 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 226 | 96 | ||||||
2025-03-31 | NP | SMILX - SMI 50/40/10 Fund | 4 980 | −4,05 | 2 038 | 5,05 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 99 033 | −2,86 | 42 048 | 14,22 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 443 | 0,00 | 188 | 18,24 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 8 831 | −5,64 | 3 749 | 10,95 | ||||
2025-08-15 | 13F | Morgan Stanley | 27 366 214 | 9,95 | 11 619 148 | 29,28 | ||||
2025-05-12 | 13F | Capital International Investors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Intrua Financial, LLC | 12 174 | −0,78 | 5 169 | 16,66 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 807 501 | −6,76 | 342 849 | 23,55 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 39 | 0,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 255 867 | −7,29 | 108 636 | 9,02 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 1 111 | 0,00 | 472 | 17,46 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6 351 | 5,97 | 2 697 | 24,64 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 723 | 0,00 | 307 | 17,24 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 584 | 3,36 | 248 | 21,08 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 621 | 0,00 | 1 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 32 165 | 1,76 | 13 656 | 19,65 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 682 | 0,00 | 290 | 17,48 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 1 423 | 0,00 | 604 | 17,74 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 3 146 | 0,16 | 1 389 | 22,40 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 1 869 | 15,02 | 794 | 35,32 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 7 055 | −0,87 | 2 995 | 16,58 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 12 635 | 0,00 | 4 562 | 0,00 | ||||
2025-08-05 | 13F | Burney Co/ | 2 159 | 0,23 | 917 | 17,89 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | JP Wealth Management, Inc. | 5 400 | 0,00 | 2 293 | 17,60 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 937 | 0,97 | 2 521 | 18,70 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 1 249 | 530 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 18 640 | −0,58 | 7 914 | 16,90 | ||||
2025-04-11 | 13F | Davis Capital Management | 327 | 0,00 | 118 | −9,92 | ||||
2025-07-28 | 13F | Granite Group Advisors, LLC | 1 073 | 0,00 | 456 | 17,57 | ||||
2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 95 063 | 0,76 | 40 362 | 18,48 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 1 625 | −4,58 | 690 | 12,21 | ||||
2025-07-29 | 13F | First National Bank of Hutchinson | 885 | 0,00 | 376 | 17,55 | ||||
2025-07-23 | 13F | Equitable Trust Co | 10 529 | −9,92 | 4 470 | 5,92 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 280 | 0,00 | 119 | 16,83 | ||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 22 089 | −2,01 | 9 378 | 15,22 | ||||
2025-08-14 | 13F | East Coast Asset Management, LLC. | 514 | 218 | ||||||
2025-07-09 | 13F | Bay Rivers Group | 520 | 221 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 2 105 585 | −1,67 | 893 989 | 15,62 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 736 | 0,00 | 312 | 17,74 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 16 311 | 4,94 | 7 127 | 31,19 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 1 686 | −0,82 | 716 | 16,64 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 14 221 | 380,93 | 6 | 500,00 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 59 | 0,00 | 25 | 19,05 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 7 643 | −1,75 | 3 245 | 15,56 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 1 794 | 0,00 | 762 | 17,62 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 629 660 | −0,98 | 267 341 | 16,43 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 1 287 223 | −0,10 | 546 529 | 17,47 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 7 201 | −1,69 | 3 058 | 15,58 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 10 390 | 0,15 | 4 411 | 17,78 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 1 817 | 0,00 | 771 | 17,53 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 1 557 | 0,00 | 661 | 17,62 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 52 057 | −10,54 | 22 106 | 5,27 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 25 336 | −2,07 | 10 757 | 15,16 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 32 185 | −1,16 | 13 665 | 16,23 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 26 487 | −17,90 | 11 246 | −3,46 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 992 | 8,44 | 846 | 27,45 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 1 242 | 2,64 | 527 | 20,87 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3 168 | −6,85 | 1 345 | 9,53 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 828 | 0,13 | 2 899 | 17,75 | ||||
2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 69 729 | 0,00 | 29 606 | 17,58 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 3 724 | 7,85 | 1 581 | 26,89 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 858 | 1,47 | 789 | 19,21 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 82 157 | 2,83 | 34 882 | 20,91 | ||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 2 628 | −14,48 | 1 116 | 0,54 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 1 322 | −0,08 | 561 | 17,61 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 15 748 | 10,50 | 6 686 | 29,93 | ||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 806 | 0,00 | 343 | 17,87 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 2 394 | 0,04 | 1 017 | 17,59 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 6 879 | −0,56 | 3 | 0,00 | ||||
2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 3 983 | 0,00 | 1 691 | 17,59 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 436 446 | 17,54 | 184 104 | 37,51 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 762 | −3,30 | 324 | 13,73 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 22 943 | −0,05 | 9 741 | 17,53 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 957 | 0,00 | 406 | 17,68 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 17 666 | −0,18 | 7 500 | 17,37 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 6 712 | −2,13 | 2 850 | 15,06 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 8 301 | −5,13 | 3 525 | 11,55 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 3 610 | 0,28 | 1 533 | 17,94 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 111 953 | 14,63 | 47 533 | 34,79 | ||||
2025-08-11 | 13F | Greenland Capital Management LP | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 901 | 0,00 | 383 | 17,54 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3 606 | 0,87 | 1 531 | 18,60 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 5 133 | 0,02 | 2 179 | 17,59 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 1 870 | −0,48 | 794 | 16,96 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 1 669 | −10,70 | 709 | 5,04 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 70 764 | 9,79 | 30 045 | 16,08 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 1 085 | 5,34 | 461 | 23,66 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 5 668 | −0,68 | 2 407 | 16,80 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 2 362 | −22,02 | 1 003 | −8,33 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 40 099 | 17,61 | 17 025 | 38,29 | ||||
2025-05-14 | 13F | Eqis Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2 142 | 0,00 | 910 | 17,59 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 1 136 | −2,15 | 482 | 15,04 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 613 | 81,36 | 260 | 113,11 | ||||
2025-07-22 | 13F | Cullinan Associates Inc | 7 200 | 0,00 | 3 057 | 17,58 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 1 627 | 3,50 | 691 | 21,69 | ||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 1 371 | −1,08 | 582 | 16,40 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 3 729 | 0,05 | 2 | 0,00 | ||||
2025-08-08 | 13F | Client First Capital LLC | 7 728 | −65,33 | 3 281 | −59,24 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 2 772 | 0,07 | 1 177 | 17,60 | ||||
2025-07-23 | 13F | RiverTree Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Register Financial Advisors LLC | 625 | 0,16 | 265 | 17,78 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 50 559 | 1 103,79 | 21 466 | 1 315,96 | ||||
2025-08-04 | 13F | Templeton & Phillips Capital Management, LLC | 300 | 0,00 | 127 | 17,59 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 146 | −8,75 | 62 | 5,17 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 6 235 | −3,65 | 2 647 | 13,31 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 25 252 | 9,89 | 10 721 | 29,22 |