Grundläggande statistik
| Institutionella ägare | 1210 total, 1201 long only, 3 short only, 6 long/short - change of 5,85% MRQ |
| Genomsnittlig portföljallokering | 0.4644 % - change of −0,84% MRQ |
| Institutionella aktier (lång) | 104 906 157 (ex 13D/G) - change of −3,62MM shares −3,33% MRQ |
| Institutionellt värde (lång) | $ 13 905 697 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell Mid-Cap Growth ETF (US:IWP) har 1210 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 104,909,257 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Jones Financial Companies Lllp, Wells Fargo & Company/mn, Tiaa Trust, National Association, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, Pnc Financial Services Group, Inc., LPL Financial LLC, and UBS Group AG .
iShares Trust - iShares Russell Mid-Cap Growth ETF (ARCA:IWP) 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 19, 2025 is 144,66 / share. Previously, on September 23, 2024, the share price was 117,32 / share. This represents an increase of 23,30% 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.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 662 | 230 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2 013 | 0,10 | 279 | 18,22 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 383 | 0,80 | 192 | 18,63 | ||||
| 2025-08-01 | 13F | First National Trust Co | 23 563 | 24,32 | 3 268 | 46,77 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 99 049 | 13 736 | ||||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 18 050 | −31,43 | 2 503 | −19,05 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 121 192 | −1,19 | 16 807 | 16,63 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 7 639 | −20,24 | 1 059 | −5,87 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 23 339 | −12,36 | 3 237 | 3,45 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 3 265 | −32,78 | 453 | −20,70 | ||||
| 2025-05-05 | 13F | Auxano Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 17 547 | 12,84 | 2 433 | 33,24 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Athena Investment Management | 1 590 | 221 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 887 | 184,62 | 685 | 229,33 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 2 700 | −57,14 | 374 | −49,46 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 511 | −61,52 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 1 489 | 207 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 589 | 82 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 29 801 | 33,49 | 4 133 | 57,59 | ||||
| 2025-05-12 | 13F | Peachtree Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 118 392 | 1,95 | 16 574 | 21,47 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 2 207 | 0,00 | 306 | 18,15 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 19 522 | 4,56 | 2 707 | 23,44 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6 629 | −0,73 | 919 | 17,22 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1 783 | 247 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 2 448 | −6,85 | 339 | 10,06 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 108 | 0,00 | 15 | 16,67 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 123 348 | 11,77 | 17 106 | 31,93 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 763 | −24,00 | 661 | −10,33 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 20 392 | 1,83 | 2 828 | 20,20 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 118 407 | 3,98 | 13 914 | −3,59 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3 301 | −9,44 | 388 | −16,23 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 26 171 | −2,48 | 3 629 | 15,13 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 68 583 | −2,75 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 1 450 | 201 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 227 | 0,00 | 309 | 18,01 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 383 | 0,00 | 192 | 17,90 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 3 134 | 0,00 | 435 | 17,93 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 1 456 | 0,07 | 202 | 18,24 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 4 159 | −4,41 | 577 | 12,72 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 1 702 | 0,06 | 237 | 12,92 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 21 998 | 9,79 | 2 585 | −3,87 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 1 655 | 230 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 2 052 | 0,00 | 285 | 17,84 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 256 | 0,00 | 159 | 8,16 | ||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 7 773 | −0,09 | 1 078 | 17,83 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 881 | −1,27 | 538 | 16,70 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 812 | 1,50 | 113 | 20,43 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 5 187 | −0,50 | 719 | 17,48 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 7 066 | −3,86 | 980 | 13,44 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 573 | 0,00 | 80 | 17,91 | ||||
| 2025-05-06 | 13F | Jackson, Grant Investment Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 1 658 | 230 | ||||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 2 256 | 0,00 | 313 | 17,74 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 261 | 0,38 | 36 | 20,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 320 | 0,00 | 322 | 18,01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 40 538 | −4,42 | 5 622 | 12,80 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 134 293 | −1,56 | 18 627 | 16,21 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 027 | 0,00 | 142 | 18,33 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 3 499 | 0,00 | 485 | 18,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 5 832 | 21,30 | 809 | 43,26 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 000 | −11,11 | 277 | 4,92 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2 318 | 0,04 | 321 | 18,01 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 468 | 204 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 594 | 0,00 | 221 | 9,41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 1 594 | 221 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 3 144 | 436 | ||||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 5 950 | 0,00 | 825 | 18,03 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 30 148 | −2,41 | 3 542 | −9,53 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 13 286 | −3,61 | 1 561 | 8,41 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 1 678 | −6,78 | 233 | 9,95 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 834 | 5,83 | 393 | 25,16 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 798 | −0,46 | 388 | 17,58 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 3 144 | 436 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 931 | 9,15 | 822 | 28,84 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 633 203 | −5,04 | 87 813 | 12,09 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3 015 | 0,00 | 418 | 18,08 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 1 579 | 219 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Graypoint LLC | 14 806 | 0,00 | 2 053 | 18,06 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 883 | −30,09 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 158 897 | −50,01 | 22 064 | −40,92 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 480 | 0,00 | 67 | 17,86 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Riverview Trust Co | 150 | 0,00 | 21 | 17,65 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 43 056 | −1,03 | 5 971 | 16,83 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 12 473 | −1,82 | 1 730 | 15,88 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 61 653 | 0,00 | 8 550 | 18,05 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1 082 | −41,20 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 98 | −24,62 | 12 | −31,25 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 14 308 | 0,00 | 1 984 | 18,02 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 15 478 | −6,28 | 2 147 | 10,62 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 494 | 0,03 | 485 | 18,05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 976 | 18,11 | 2 216 | 29,23 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 119 265 | −0,38 | 16 540 | 17,58 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 22 472 | 580,15 | 3 116 | 703,09 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 6 309 | −7,34 | 875 | 9,39 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 670 | 0,00 | 648 | 18,07 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 296 | 0,00 | 41 | 20,59 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 10 635 | 1,54 | 1 475 | 19,84 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 523 | −16,24 | 489 | −1,21 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 208 | 0,00 | 29 | 16,67 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 100 637 | 0,88 | 13 956 | 19,08 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 498 366 | 0,02 | 346 | 18,09 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2 495 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 273 | 0,00 | 38 | 15,63 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 3 905 | 20,15 | 542 | 41,99 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 988 | 0,00 | 137 | 18,10 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 464 458 | −7,53 | 341 771 | 9,14 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5 143 | 0,00 | 713 | 18,05 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 91 | 0,00 | 13 | 20,00 | ||||
| 2025-07-17 | 13F | City Holding Co | 3 259 | 0,00 | 452 | 18,06 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 13 525 | −48,28 | 1 876 | −38,96 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 873 | 0,00 | 676 | 18,01 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 9 276 | −24,05 | 1 286 | −10,32 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 3 100 | −2,21 | 430 | 15,32 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 1 566 | 217 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 12 184 | −0,51 | 1 690 | 17,45 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 3 979 | 1 930,10 | 552 | 2 295,65 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 8 556 | −4,25 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 6 810 | 0,03 | 944 | 18,15 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 83 356 | −2,77 | 11 560 | 14,76 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6 137 | −0,02 | 851 | 18,03 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 969 | −10,11 | 134 | 6,35 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 140 062 | −16,49 | 19 424 | −1,44 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 1 604 | 222 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 329 913 | 1,15 | 45 752 | 19,39 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 13 889 | 0,00 | 1 926 | 18,09 | ||||
| 2025-05-29 | NP | JACFX - John Hancock Mid Cap Growth Fund Class NAV | 225 382 | −11,87 | 26 480 | −11,72 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 53 256 | −1,54 | 7 386 | 16,23 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 141 784 | −48,59 | 19 665 | −39,32 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 23 410 | −0,51 | 3 247 | 17,44 | ||||
| 2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | −3 100 | 106,67 | −430 | 143,75 | |||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 071 | −1,24 | 981 | 16,53 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 29 371 | −2,30 | 4 074 | 15,32 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 070 | 0,05 | 287 | 18,11 | ||||
| 2025-08-08 | 13F | Creative Planning | 389 945 | 1,89 | 54 078 | 20,27 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 155 749 | 6,65 | 21 599 | 25,88 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 51 | 0,00 | 7 | 40,00 | ||||
| 2025-05-09 | 13F | Briaud Financial Planning, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 119 818 | −8,15 | 16 616 | 8,42 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3 620 | 0,00 | 502 | 11,56 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 368 | 0,00 | 328 | 17,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 723 | −50,16 | 1 626 | −41,19 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 99 | 0,00 | 14 | 18,18 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 5 819 | 0,48 | 807 | 18,53 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 1 636 | −59,70 | 227 | −52,62 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 600 | −13,91 | 361 | 1,69 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 48 | 7 | ||||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 029 | −47,45 | 281 | −37,97 | ||||
| 2025-07-29 | NP | MPMCX - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares | 5 129 | −77,45 | 682 | −76,41 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 3 020 | 419 | ||||||
| 2025-04-17 | 13F | Stillwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 156 | 22 | ||||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 47 265 | 5,50 | 6 555 | 24,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 274 988 | −2,69 | 38 135 | 14,86 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 15 824 | 0,00 | 2 194 | 18,02 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 32 272 | −0,23 | 4 475 | 9,41 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 100 | 0,00 | 14 | 18,18 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 342 | 0,00 | 47 | 14,63 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 5 283 | −6,63 | 733 | 10,24 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 5 465 | 0,00 | 758 | 17,91 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 509 | 0,00 | 71 | 18,64 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 77 | −97,34 | 11 | −97,06 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 42 069 | 13,80 | 5 834 | 34,33 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6 226 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 1 444 | 200 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 38 125 | −5,32 | 5 287 | 11,78 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 16 902 | 40,10 | 2 344 | 65,35 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 167 | 0,00 | 23 | 21,05 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 032 | 0,00 | 143 | 18,18 | ||||
| 2025-05-16 | 13F | Fred Alger Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 2 522 | 0,00 | 350 | 17,91 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 32 | 0,00 | 4 | 33,33 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4 951 | 0,98 | 687 | 19,10 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 194 | 0,02 | 582 | 18,09 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 338 | −16,13 | 47 | −2,13 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 918 | −42,84 | 543 | −32,55 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 15 058 | −2,93 | 1 769 | −10,02 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 26 916 | −39,51 | 4 | −40,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 768 | −12,53 | 106 | 2,91 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 25 440 | −4,05 | 3 528 | 13,26 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 10 035 | −1,06 | 1 392 | 16,79 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 1 515 | 210 | ||||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 4 147 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 456 | 0,00 | 63 | 18,87 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 987 | 0,10 | 414 | 18,29 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 763 166 | 0,36 | 105 836 | 18,46 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 5 693 | 0,00 | 790 | 18,11 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 919 | −4,37 | 127 | 13,39 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 40 291 | −11,07 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 43 491 | 1,10 | 6 031 | 19,33 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4 449 | −53,43 | 613 | −45,45 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 002 | −0,55 | 278 | 17,37 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 010 | 2,39 | 1 666 | 20,83 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 71 | 22,41 | 10 | 50,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 348 494 | 21,21 | 187 009 | 43,08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 213 419 | −4,80 | 29 597 | 12,37 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 19 872 | 3 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 229 | 0,00 | 32 | 19,23 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 549 | −16,46 | 631 | −1,41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 368 998 | 3,06 | 328 533 | 21,69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 183 | −63,46 | 441 | −56,89 | ||||
| 2025-08-11 | 13F | Summit Rock Advisors, LP | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 2 395 | 0,04 | 332 | 18,15 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 14 627 | 30,06 | 2 028 | 53,52 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 2 868 | 0,10 | 398 | 9,37 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 35 788 | 7,91 | 4 963 | 27,39 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 9 031 | 0,00 | 1 252 | 18,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 801 901 | −15,48 | 111 208 | −0,24 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 879 | 0,00 | 815 | 18,12 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 5 989 | 36,42 | 831 | 61,17 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 33 708 | −0,14 | 4 675 | 17,88 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 39 635 | −3,93 | 5 497 | 13,39 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 512 | 0,00 | 71 | 18,33 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 110 630 | 0,01 | 15 342 | 18,05 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 477 | −48,76 | 66 | −39,45 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 890 | 262 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 38 137 | 33,75 | 5 289 | 57,85 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 38 324 | −12,36 | 5 315 | 3,45 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 676 | 0,00 | 94 | 17,72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 24 691 | 31,84 | 3 424 | 55,64 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 3 195 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 884 | 145,68 | 816 | 190,04 | ||||
| 2025-05-14 | 13F | Snowden Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 458 | 0,00 | 64 | 18,87 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 11 851 | −8,21 | 1 643 | 8,38 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 228 | 0,00 | 170 | 18,06 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 10 857 | −0,89 | 1 506 | 16,94 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 33 752 | 2,24 | 4 681 | 20,68 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 468 | −14,37 | 481 | 1,05 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 1 559 | 216 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 26 123 | −3,23 | 3 623 | 14,22 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 88 | 12 | ||||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 7 046 | 101,83 | 977 | 138,29 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 3 107 | 0,00 | 431 | 17,81 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 11 395 | 2,78 | 1 580 | 21,35 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 25 169 | −0,89 | 3 490 | 17,00 | ||||
| 2025-08-08 | 13F | Renasant Bank | 7 847 | −4,67 | 1 088 | 12,51 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 258 | −5,05 | 313 | 12,19 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 5 428 | 0,00 | 753 | 18,05 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 30 790 | −0,94 | 4 270 | 16,93 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 236 698 | 14,95 | 32 825 | 35,69 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 2 924 | 0,00 | 406 | 18,08 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 28 190 | 4,36 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4 060 | 14,37 | 563 | 35,01 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 9 593 | 0,00 | 1 330 | 18,01 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 304 | 0,00 | 42 | 17,14 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 392 | 0,00 | 193 | 18,40 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 11 382 | 2,87 | 1 578 | 21,48 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 91 440 | 1,95 | 12 681 | 20,34 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 28 303 | 3 925 | ||||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 1 896 | 0,00 | 263 | 18,02 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 194 | 0,00 | 166 | 17,86 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 170 | 0,00 | 24 | 21,05 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 5 409 | −12,01 | 750 | 3,88 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 78 539 | −0,09 | 10 892 | 17,92 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 5 091 | 0,02 | 706 | 18,09 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 577 | 0,09 | 1 051 | 18,11 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 13 629 | 66,61 | 1 890 | 96,67 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 7 825 | 0,10 | 1 085 | 18,19 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 3 724 | 0,00 | 516 | 18,08 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 003 | 0,02 | 1 942 | 18,07 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 36 265 | −3,20 | 5 029 | 14,27 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 99 982 | 13 866 | ||||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 18 501 | −13,62 | 2 566 | 1,95 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 628 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | William Blair Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 77 | 0,00 | 11 | 11,11 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14 355 | −11,38 | 1 991 | 4,57 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3 246 | 48,15 | 450 | 75,10 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 22 | 3 | ||||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 13 125 | −26,70 | 1 820 | −13,46 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 788 | 0,00 | 109 | 10,10 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 927 | 6,35 | 267 | 25,94 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 401 | 0,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 5 152 | 0,10 | 714 | 18,21 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 70 570 | 24,85 | 9 787 | 47,36 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 940 | 0,00 | 269 | 18,50 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 28 603 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 893 | −0,08 | 5 116 | 17,93 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 59 712 | −5,23 | 8 281 | 11,86 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 48 940 | −22,48 | 6 787 | −8,51 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 4 | 1 | ||||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 2 226 | 0,09 | 309 | 18,01 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 16 434 | −14,24 | 2 279 | −1,94 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 62 | 9 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 2 411 | 0,63 | 334 | 18,86 | ||||
| 2025-04-28 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 25 821 | 22,54 | 3 278 | 15,02 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 258 | 0,00 | 36 | 16,67 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 141 | −70,75 | 19 | −66,07 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 22 216 | 8,28 | 2 610 | 0,38 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 156 999 | −31,77 | 22 | −22,22 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2 026 | 0,00 | 281 | 17,65 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 771 | −7,81 | 246 | 8,89 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 572 | 29,64 | 357 | 52,79 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 235 058 | 1,15 | 32 598 | 19,39 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 1 891 | 0,11 | 262 | 18,10 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 53 884 | 3,21 | 7 473 | 21,83 | ||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 21 406 | −11,89 | 2 969 | 3,99 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6 809 | 42,99 | 944 | 68,87 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 494 | −4,26 | 69 | 13,33 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 6 140 | 0,00 | 851 | 18,03 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 737 | 1,16 | 241 | 19,40 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 3 840 | 0,00 | 533 | 14,41 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 436 | 615 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 16 896 | −0,25 | 2 343 | 17,74 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 133 | 0,00 | 18 | 20,00 | ||||
| 2025-04-09 | 13F | LVW Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 1 943 | −81,48 | 269 | −78,17 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3 108 | 0,00 | 0 | |||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 8 425 | 0,90 | 1 168 | 19,06 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 11 095 | −6,54 | 1 539 | 10,33 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 524 819 | 1,07 | 350 422 | 19,62 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 156 769 | 4,32 | 21 741 | 23,14 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 90 526 | −1,40 | 12 554 | 16,39 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 2 686 | 0,00 | 316 | 0,00 | ||||
| 2025-07-16 | 13F | American National Bank | 120 | 0,00 | 17 | 14,29 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 7 741 | 0,00 | 1 074 | 18,04 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 985 | 0,42 | 1 385 | 18,49 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 28 196 | 0,00 | 3 910 | 18,06 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 25 134 | 11,61 | 3 486 | 31,76 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 318 390 | −3,04 | 44 154 | 14,45 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 105 151 | −1,80 | 14 582 | 15,91 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 577 | 0,17 | 80 | 17,91 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 5 271 | −4,94 | 731 | 12,14 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 6 992 | 0,00 | 970 | 18,03 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 34 197 | 98,85 | 4 546 | 108,25 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13 498 | 0,00 | 1 872 | 18,04 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 234 607 | 17,63 | 32 535 | 38,84 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 387 | 0,13 | 1 751 | 13,78 | ||||
| 2025-08-04 | 13F | Buckhead Capital Management Llc | 1 600 | 222 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 6 363 | 11,49 | 882 | 31,64 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class | 5 348 | −9,84 | 742 | 6,47 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 1 862 | 0,00 | 258 | 18,35 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 971 | 0,00 | 137 | 20,18 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 3 081 | −2,81 | 427 | 14,78 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 293 | 1,55 | 318 | 19,62 | ||||
| 2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 683 | 233 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 32 874 | 2 234,80 | 4 559 | 2 663,03 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9 944 | 32,55 | 1 379 | 56,41 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 29 541 | −1,58 | 4 097 | 16,17 | ||||
| 2025-08-25 | NP | VEGA - AdvisorShares STAR Global Buy-Write ETF | 23 388 | −4,66 | 3 243 | 12,53 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 135 531 | 2,40 | 18 795 | 20,88 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 180 | 0,00 | 25 | 14,29 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 2 200 | 0,00 | 305 | 18,22 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 39 718 | 91,29 | 5 508 | 125,79 | ||||
| 2025-05-15 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9 874 | −0,79 | 1 369 | 16,12 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26 887 | 16,38 | 3 729 | 37,36 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 3 728 | 0,00 | 517 | 17,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 36 096 | 3,58 | 5 006 | 22,25 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 26 044 | −14,54 | 3 612 | 0,87 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 6 562 | 0,00 | 910 | 18,18 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 136 164 | 0,24 | 19 | 20,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2 701 | 0,00 | 375 | 17,98 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 3 326 | 0,00 | 461 | 18,21 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 100 | 0,00 | 14 | 18,18 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 2 124 | 0,00 | 295 | 18,07 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 5 820 | −1,29 | 807 | 16,62 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 3 153 | −1,25 | 437 | 16,53 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 405 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 1 560 | 216 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 938 | −0,45 | 1 656 | 17,54 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 10 985 | −4,42 | 1 523 | 4,60 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 675 | −11,53 | 94 | 4,49 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 6 000 | 0,00 | 832 | 18,18 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 148 665 | 6,10 | 20 617 | 25,23 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 12 420 | −22,06 | 1 722 | −8,01 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 4 656 | 0,00 | 646 | 17,92 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 61 082 | −1,60 | 8 471 | 30,79 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 42 | 0,00 | 6 | 25,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 9 808 | −7,68 | 1 360 | 8,97 | ||||
| 2025-05-14 | 13F | bLong Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 3 584 | 0,00 | 497 | 18,05 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 9 255 | 2,21 | 1 283 | 20,70 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 1 511 | 210 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 33 660 | −0,57 | 4 668 | 17,35 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 4 985 | 691 | ||||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 122 | 0,00 | 156 | 19,23 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 3 144 | 418 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 3 232 | 0,00 | 448 | 18,21 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 11 608 | 14,39 | 1 610 | 34,98 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 6 731 | 0,00 | 933 | 18,10 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 746 | 0,00 | 103 | 18,39 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 202 | 0,00 | 28 | 21,74 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 524 | −15,76 | 73 | −1,37 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 670 | 0,00 | 232 | 17,86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 138 339 | 1,61 | 19 187 | 19,95 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 2 526 | 350 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 8 254 | 5,59 | 1 145 | 24,62 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 47 881 | −14,41 | 6 640 | 1,03 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 69 | 0,00 | 10 | 12,50 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 15 922 | −7,71 | 2 208 | 8,98 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 15 290 | 0,00 | 2 120 | 18,04 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 552 | −1,26 | 3 530 | 16,55 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 11 106 | −9,81 | 1 540 | 6,50 | ||||
| 2025-08-12 | 13F | Westfield Capital Management Co Lp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 2 225 | 308 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 11 329 | 0,15 | 1 571 | 18,21 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 3 053 | −2,71 | 423 | 14,95 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 60 | 0,00 | 8 | 14,29 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 1 200 | −14,29 | 166 | 1,22 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 7 197 | −0,99 | 998 | 11,63 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 3 082 | −3,78 | 427 | 13,56 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 12 799 | 1 775 | ||||||
| 2025-07-24 | 13F | Conning Inc. | 48 426 | −24,02 | 6 716 | −10,32 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 121 667 | 16,62 | 16 873 | 37,65 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 975 | 0,03 | 967 | 18,07 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 440 | 83,33 | 52 | 96,15 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 587 | 0,04 | 359 | 18,15 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 1 767 | 245 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 376 | −3,79 | 468 | 13,59 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 781 | 0,00 | 386 | 18,10 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 206 202 | 28 596 | ||||||
| 2025-05-29 | NP | JAEVX - Mid Cap Stock Trust NAV | 104 353 | −15,78 | 12 260 | −15,64 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 48 | 7 | ||||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 143 605 | −0,81 | 19 915 | 17,09 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 632 | −0,41 | 504 | 17,52 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 18 512 | 89,25 | 2 567 | 123,41 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 936 | −4,40 | 267 | 11,25 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 2 800 | 0,00 | 329 | −7,34 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 4 100 | 0,00 | 569 | 18,09 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 16 319 | −0,71 | 2 263 | 17,25 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 365 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 272 482 | −2,43 | 37 788 | 15,17 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 124 | 0,00 | 17 | 21,43 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 368 | −1,87 | 51 | 13,64 | ||||
| 2025-07-17 | 13F | Delta Capital Management Llc | 7 000 | 0,00 | 1 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 50 635 | −2,70 | 7 022 | 14,85 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 370 | 101,09 | 51 | 142,86 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 1 521 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 580 | −10,48 | 219 | 5,80 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 394 | −16,70 | 55 | −1,82 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 1 859 | 0,00 | 258 | 17,89 | ||||
| 2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 53 821 | 0,00 | 7 464 | 18,03 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 2 660 | 0,00 | 369 | 17,95 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 11 788 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68 799 | 4,63 | 9 541 | 23,51 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 2 064 | 0,00 | 286 | 18,18 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7 141 | −14,69 | 990 | 0,71 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 1 675 | −28,20 | 232 | −15,33 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 271 820 | 1 579,98 | 38 | 3 600,00 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 593 | 369 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 5 652 | 0,00 | 784 | 17,92 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 15 441 | 2 141 | ||||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 392 268 | −8,46 | 54 400 | 8,05 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 5 417 | 0,00 | 751 | 18,08 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 5 409 | −1,89 | 750 | 15,92 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 21 234 | 1,86 | 2 973 | 26,74 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 585 | −92,56 | 220 | −91,25 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 21 088 | −3,94 | 2 925 | 13,38 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 1 702 | 236 | ||||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 98 403 | −1,08 | 13 647 | 16,76 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 18 819 | 0,00 | 2 610 | 17,89 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 153 410 | 1,86 | 21 275 | 20,23 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 1 635 | 227 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 31 526 | 237,43 | 4 372 | 298,54 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 1 774 | 246 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 12 828 | 1 779 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 404 889 | −3,67 | 56 150 | 13,70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 133 791 | 8,70 | 18 554 | 28,31 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 3 535 | 0,00 | 490 | 18,07 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 56 | 0,00 | 8 | 16,67 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 32 086 | 0,00 | 4 | 33,33 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 1 858 | 0,05 | 258 | 17,89 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 1 474 | 204 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 584 | 2,00 | 220 | 20,33 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 2 766 | 0,00 | 384 | 18,21 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 460 | 0,00 | 64 | 16,67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 63 211 | 53,31 | 8 766 | 80,74 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 2 450 | −3,09 | 340 | 14,14 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 462 | −2,33 | 64 | 14,55 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 143 | 0,00 | 20 | 18,75 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 013 | 22,57 | 557 | 44,79 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1 492 | 207 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 7 696 | 1,25 | 1 067 | 19,48 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 572 | 0,00 | 79 | 17,91 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 4 075 | 0,94 | 565 | 19,20 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 7 106 | −26,18 | 985 | −16,95 | ||||
| 2025-08-28 | NP | ICSIX - Dynamic U.S. Opportunity Fund Class I | 15 441 | 2 141 | ||||||
| 2025-05-15 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 55 091 | −1,08 | 7 640 | 16,77 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 2 259 | 0,00 | 313 | 18,11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 431 338 | −1,86 | 59 818 | 15,83 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 700 | 237 | ||||||
| 2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 48 639 | 0,00 | 6 745 | 18,04 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Knott David M Jr | 695 | 0,00 | 96 | 18,52 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 1 734 | 0,00 | 240 | 18,23 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 5 952 | −2,33 | 825 | 15,38 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 15 273 | −4,09 | 2 118 | 13,26 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 178 | 0,00 | 25 | 20,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 820 | 0,00 | 114 | 17,71 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 642 | −2,96 | 228 | 14,65 | ||||
| 2025-04-28 | 13F | TCP Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 48 175 | −4,37 | 6 629 | 12,01 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 4 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 3 695 | −8,61 | 512 | 7,79 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 7 857 | −2,83 | 1 090 | 14,63 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 125 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 4 539 | 630 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2 676 | −0,41 | 371 | 17,78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 209 468 | 16,29 | 29 049 | 37,27 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 154 690 | 64,97 | 14 781 | 34,16 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 2 976 | −13,99 | 413 | 1,48 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 3 818 | 65,14 | 529 | 95,20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 85 930 | −4,59 | 12 | 10,00 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES | 12 410 | 659,49 | 1 721 | 801,05 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 8 677 | 81,00 | 1 203 | 108,13 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 282 810 | −0,15 | 39 220 | 17,86 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 1 468 | 204 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10 613 | 0,78 | 1 472 | 18,92 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 2 303 | 0 | ||||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 10 047 | −18,56 | 1 393 | −3,86 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 123 567 | −14,67 | 17 136 | 0,73 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 132 | −74,23 | 157 | −69,77 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 37 139 | 0,00 | 5 150 | 18,04 | ||||
| 2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 12 768 | 0,00 | 1 771 | 18,00 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 1 529 | 5,45 | 212 | 73,77 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 150 | 0,00 | 21 | 17,65 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 10 282 | −0,40 | 1 426 | 17,57 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2 318 | 0,00 | 321 | 18,01 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 35 029 | −1,33 | 4 858 | 16,47 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6 586 | −13,55 | 913 | 2,01 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 81 757 | 2,53 | 11 338 | 21,03 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 100 797 | −1,41 | 13 979 | 16,37 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 764 | 0,00 | 106 | 17,98 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 627 | 0,00 | 87 | 17,81 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 37 345 | 12,90 | 5 179 | 33,27 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 50 186 | 17,23 | 7 | 20,00 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 21 | −50,00 | 3 | −50,00 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 67 553 | −1,42 | 9 368 | 16,36 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 13 530 | 11,22 | 1 876 | 31,28 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 1 542 | 214 | ||||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1 146 | 0,00 | 159 | 17,91 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 7 046 | −4,40 | 977 | 12,95 | ||||
| 2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 1 491 | 0,00 | 207 | 17,71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 689 | 74,61 | 373 | 104,40 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 13 662 | 3,09 | 1 895 | 21,72 | ||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 7 995 | 1 109 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 4 959 | 0,00 | 688 | 18,04 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 38 123 | 11,97 | 5 287 | 32,15 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 23 614 | 3 275 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 23 | 3 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 21 759 | −3,81 | 3 017 | 13,55 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 94 | 0,00 | 13 | 18,18 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 10 014 | −0,77 | 1 389 | 17,13 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 6 131 | 44,80 | 850 | 71,03 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 160 241 | −2,58 | 22 222 | 14,98 | ||||
| 2025-04-25 | 13F | K.J. Harrison & Partners Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 12 850 | −4,31 | 1 782 | 13,00 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 54 033 | 0,00 | 7 493 | 18,04 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 731 | −42,28 | 240 | −31,82 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 1 852 | 0,00 | 257 | 17,97 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 16 516 | 0,00 | 2 291 | 18,04 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 14 504 | 2,45 | 2 011 | 20,93 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27 191 | 0,08 | 3 771 | 18,14 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2 854 | 62,81 | 396 | 92,68 | ||||
| 2025-05-14 | 13F | Pilgrim Partners Asia Pte Ltd | 14 585 | 47,55 | 1 714 | 36,82 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 426 | −0,68 | 891 | 17,24 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 1 519 | 211 | ||||||
| 2025-06-23 | NP | PPQMX - MidCap Growth Fund III R-3 | 5 000 | −34,21 | 606 | −40,76 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4 760 | 0,00 | 660 | 18,07 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 78 063 | −12,40 | 10 826 | 3,39 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 000 | 0,00 | 470 | −7,50 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 11 755 | −8,87 | 1 630 | 7,59 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 58 663 | −13,09 | 8 135 | 2,59 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 147 | 4,89 | 298 | 23,75 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 2 495 | 0,08 | 346 | 18,49 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 211 556 | −1,80 | 29 339 | 15,91 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 9 700 | 1 345 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 38 269 | 4 496 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 3 456 | −89,08 | 476 | −87,33 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 27 900 | 2,46 | 3 869 | 20,94 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 6 831 | 1,49 | 947 | 19,87 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 7 640 | 0,00 | 1 060 | 18,06 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 2 920 | 0 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 19 361 | 212,48 | 2 685 | 269,19 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 124 | 0,00 | 17 | 0,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 105 | −34,78 | 12 | −40,00 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 325 | 45 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 5 462 | 0,00 | 757 | 18,10 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 44 | 0,00 | 6 | 20,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 355 | 0,00 | 327 | 18,12 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 2 552 | 0,00 | 354 | 18,06 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 13 654 | −0,66 | 1 894 | 17,29 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3 631 | 0,03 | 503 | 18,08 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 206 230 | −5,14 | 28 600 | 11,97 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 64 193 | −0,99 | 8 902 | 16,87 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 528 903 | 3,89 | 73 348 | 22,63 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 7 105 | 0,00 | 982 | 22,01 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 523 294 | −9,98 | 72 570 | 6,26 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 3 810 | 0,03 | 528 | 18,12 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 622 | 12 340,00 | 86 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 22 842 | 4,12 | 3 168 | 22,89 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 3 819 | 0,00 | 530 | 18,08 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 2 726 | −0,69 | 378 | 17,39 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 2 866 | −0,03 | 397 | 18,15 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 79 214 | 0,25 | 10 985 | 18,33 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 496 | −0,87 | 346 | 17,29 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 1 685 | 234 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 198 690 | −37,19 | 27 554 | −25,87 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 8 915 | −0,75 | 1 236 | 17,16 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 741 | 0,00 | 241 | 18,14 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 054 | −2,43 | 424 | 15,26 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 1 822 | 0,00 | 253 | 17,76 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3 500 | −2,07 | 485 | 15,75 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 64 | 0,00 | 9 | 14,29 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | 0,00 | 11 | 11,11 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11 654 | −0,84 | 1 616 | 17,10 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 2 785 | 5,57 | 386 | 24,92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 34 878 | 1,73 | 4 837 | 20,06 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 3 005 | 0,00 | 417 | 17,85 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 752 | −5,69 | 798 | 11,31 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 7 864 | −6,47 | 1 091 | 10,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 116 038 | 22,55 | 16 092 | 44,66 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 150 | −99,89 | 21 | −99,87 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 3 450 | 26,61 | 405 | 17,39 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 164 | 23 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 3 030 | 0,00 | 420 | 18,31 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 157 571 | 1,96 | 21 852 | 20,34 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12 177 | −6,47 | 1 689 | 10,40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 15 576 | −2,63 | 2 160 | 14,95 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 2 872 | −1,85 | 398 | 16,03 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 550 | 0,00 | 76 | 18,75 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 6 362 | 72,46 | 882 | 103,70 | ||||
| 2025-08-13 | 13F | Standard Family Office LLC | 3 300 | 0,00 | 458 | 18,09 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 8 562 | −3,88 | 1 187 | 13,48 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1 769 | −9,24 | 245 | 7,46 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-07-07 | 13F | Trust Co | 1 018 | 0,00 | 141 | 18,49 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 31 148 | 4,15 | 4 320 | 22,94 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 1 514 | −65,25 | 210 | −59,10 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 1 740 | 0,00 | 241 | 18,14 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 7 206 | −24,51 | 999 | −10,88 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 3 203 | 0,03 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4 115 | 0,10 | 571 | 18,01 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 600 | 0,00 | 361 | 18,03 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 5 137 | −18,76 | 721 | −2,96 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 3 078 | 0,00 | 427 | 18,01 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 183 | 0,00 | 256 | −7,25 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 2 350 | 0,00 | 326 | 17,75 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1 606 | 1,65 | 223 | 20,00 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 5 567 | −0,13 | 772 | 18,04 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10 657 | 0,00 | 1 478 | 17,97 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 406 | 56 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 2 639 | 24,60 | 366 | 47,18 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 9 | 1 | ||||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 7 400 | 0,67 | 1 026 | 18,89 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 75 063 | 22,22 | 10 410 | 44,25 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 51 991 | 0,64 | 7 210 | 18,80 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 4 167 | 0,00 | 578 | 18,00 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 7 156 | −1,28 | 992 | 16,57 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 487 | 1 029 | ||||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 18 890 | 5,64 | 2 620 | 24,71 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 1 705 | 236 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 23 248 | 3 224 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 10 143 | 30,71 | 1 407 | 54,34 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 963 | 1,08 | 272 | 19,82 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 3 017 | 0,00 | 418 | 18,08 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 822 | −0,01 | 1 085 | 17,95 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 9 | 0,00 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 49 956 | −3,01 | 6 928 | 14,48 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 2 479 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | First United Bank Trust/ | 6 110 | −4,16 | 847 | 13,24 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 4 738 | 0,00 | 657 | 18,17 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 154 | 21 | ||||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 20 600 | 128,89 | 2 857 | 170,20 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 11 036 | 13,89 | 1 530 | 34,45 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 8 861 | −0,39 | 1 236 | 18,28 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 015 | −14,35 | 141 | 0,72 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 1 486 571 | −13,50 | 206 158 | 2,10 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 44 | 6 | ||||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 67 200 | −0,18 | 9 319 | 17,83 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4 535 | 0,07 | 629 | 18,05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 123 512 | 2,67 | 17 129 | 21,19 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 139 | 4,21 | 158 | 22,66 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 90 850 | 43,20 | 12 599 | 69,05 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 130 | 0,00 | 18 | 20,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 3 313 | 15,52 | 459 | 36,61 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 7 716 | 0,43 | 1 061 | 17,63 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 332 | 323 | ||||||
| 2025-07-11 | 13F | Financial Advisory Corp | 757 092 | 2,86 | 104 994 | 21,42 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54 006 | 1,98 | 7 490 | 20,36 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 2 200 | 0,00 | 305 | 18,22 | ||||
| 2025-07-18 | 13F | Bourgeon Capital Management Llc | 3 151 | 0,00 | 437 | 17,84 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 298 | 0,00 | 41 | 17,14 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 066 | 425 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 088 | 0,00 | 290 | 17,96 | ||||
| 2025-05-13 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 120 | 0,00 | 17 | 14,29 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 16 226 | −1,46 | 2 250 | 16,34 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13 635 | −15,17 | 1 891 | 0,11 | ||||
| 2025-04-29 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 30 185 | 1,15 | 4 186 | 19,40 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 956 036 | 15,83 | 132 583 | 36,72 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 41 319 | −7,45 | 5 730 | 9,25 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 47 784 | −4,45 | 6 627 | 12,78 | ||||
| 2025-08-07 | 13F | Nwam Llc | 12 462 | 0,97 | 1 728 | 19,17 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 35 071 | 1,01 | 4 947 | 18,58 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 15 | 2 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 63 600 | 3,69 | 8 820 | 22,40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 869 | −65,49 | 1 095 | −59,11 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 24 666 | 100,32 | 3 421 | 136,51 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 1 457 | 202 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 600 | 5,26 | 83 | 25,76 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 85 832 | 1,69 | 11 903 | 20,04 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 3 080 | −6,15 | 427 | 10,91 | ||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 4 314 | 31,77 | 598 | 55,73 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 299 750 | 30,95 | 41 569 | 54,57 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 112 | 0,00 | 16 | 15,38 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 25 200 | 0,00 | 3 495 | 18,04 |
Other Listings
| CL:IWP |
