Grundläggande statistik
Institutionella ägare | 1459 total, 1453 long only, 1 short only, 5 long/short - change of 3,98% MRQ |
Genomsnittlig portföljallokering | 0.3896 % - change of −6,51% MRQ |
Institutionella aktier (lång) | 375 669 684 (ex 13D/G) - change of 0,21MM shares 0,06% MRQ |
Institutionellt värde (lång) | $ 33 961 414 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell Mid-Cap ETF (US:IWR) har 1459 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 375,738,784 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Bank Of America Corp /de/, Wells Fargo & Company/mn, Us Bancorp \de\, Pnc Financial Services Group, Inc., Morgan Stanley, Bank of New York Mellon Corp, Northern Trust Corp, Baird Financial Group, Inc., and Jpmorgan Chase & Co .
iShares Trust - iShares Russell Mid-Cap ETF (ARCA:IWR) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 17, 2025 is 96,01 / share. Previously, on September 18, 2024, the share price was 86,80 / share. This represents an increase of 10,61% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 20 720 | −0,38 | 1 906 | 7,69 | ||||
2025-08-07 | 13F | Cvfg Llc | 6 279 | 3,55 | 577 | 12,04 | ||||
2025-07-17 | 13F | Coastline Trust Co | 362 956 | 2,99 | 33 381 | 11,34 | ||||
2025-08-12 | 13F | Fca Corp /tx | 34 597 | 3,39 | 3 182 | 11,77 | ||||
2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4 219 | 2,85 | 388 | 11,21 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 18 488 | 11,39 | 1 712 | 21,00 | ||||
2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 5 139 | −4,28 | 473 | 3,51 | ||||
2025-08-15 | 13F | Morgan Stanley | 10 627 845 | 5,63 | 977 443 | 14,20 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 4 000 | 0,00 | 368 | 7,94 | ||||
2025-08-12 | 13F | Athena Investment Management | 2 299 | 211 | ||||||
2025-08-14 | 13F | Alliancebernstein L.p. | 157 542 | 9,68 | 14 489 | 18,58 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 12 674 | 267,68 | 1 191 | 310,69 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 219 159 | −11,24 | 20 156 | −4,03 | ||||
2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 10 806 | −0,18 | 994 | 7,93 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 100 | 9 | ||||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 61 471 | 19,30 | 5 653 | 28,98 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 5 941 | 0,00 | 546 | 8,12 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 39 | 0,00 | 4 | 0,00 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 9 899 322 | 23,46 | 910 441 | 33,47 | ||||
2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 13 410 | 1 233 | ||||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 81 327 | 2,65 | 7 480 | 10,98 | ||||
2025-07-09 | 13F | Veracity Capital LLC | 6 538 | 21,28 | 601 | 31,22 | ||||
2025-07-14 | 13F | Palacios Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Members Advisory Group LLC | 161 855 | −21,20 | 14 887 | −14,81 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 80 730 | −5,82 | 7 425 | 1,82 | ||||
2025-08-11 | 13F | Performa Ltd (US), LLC | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 2 431 | 0,25 | 0 | |||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1 085 | 0,00 | 100 | 7,61 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 16 067 | 0,84 | 1 484 | 9,68 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 51 746 | 3,03 | 4 759 | 11,40 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 5 131 | 0,00 | 472 | 8,03 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 4 068 | 0,00 | 374 | 8,09 | ||||
2025-05-12 | 13F | Traynor Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Montis Financial, LLC | 9 276 | −19,08 | 853 | −12,51 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 938 960 | −0,32 | 86 356 | 7,77 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | 2 | ||||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 345 | 0,00 | 124 | 7,89 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 52 | 5 | ||||||
2025-08-12 | 13F | Change Path, LLC | 12 635 | 17,07 | 1 162 | 26,58 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 160 | 0,00 | 15 | 7,69 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 9 797 | 42,34 | 901 | 54,02 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 38 121 | 1,54 | 3 506 | 9,77 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 26 939 | −2,11 | 2 478 | 5,81 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 4 450 | 0,00 | 409 | 8,20 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 44 780 | −8,09 | 4 118 | −0,63 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 366 | 0,00 | 34 | 6,45 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 580 | 53 | ||||||
2025-07-23 | 13F | Objectivity Squared, LLC | 3 187 | 0,28 | 293 | 15,81 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 13 122 | −19,31 | 1 116 | −11,71 | ||||
2025-08-04 | 13F | Spinnaker Trust | 3 524 | 0,00 | 324 | 8,36 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 32 195 | −0,01 | 2 961 | 8,11 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 33 355 | 12,42 | 3 068 | 21,56 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 422 089 | −52,28 | 38 828 | −48,39 | ||||
2025-07-22 | 13F | Ellenbecker Investment Group | 22 851 | −3,72 | 2 102 | 4,06 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 9 838 | 12,83 | 905 | 22,00 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 247 | 0,00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1 805 | 0,00 | 166 | 8,50 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 4 731 | 0,00 | 435 | 8,21 | ||||
2025-08-12 | 13F | Heritage Trust Co | 11 541 | 0,52 | 1 061 | 8,71 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 182 | 0,00 | 17 | 6,67 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 2 498 | 0,00 | 230 | 8,02 | ||||
2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 4 | −85,71 | 0 | |||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7 142 | 0,03 | 1 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 15 273 | −7,05 | 1 405 | 0,50 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 16 | −36,00 | 1 | −50,00 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 501 728 | 2,70 | 46 144 | 11,03 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 2 750 | −3,51 | 253 | 4,13 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 48 062 | 2,16 | 4 420 | 10,44 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 3 888 | 0,00 | 0 | |||||
2025-07-18 | 13F | Ewa, Llc | 3 764 | 346 | ||||||
2025-07-23 | 13F | Canopy Partners, LLC | 58 600 | −5,11 | 5 389 | 2,59 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 087 | 0,03 | 2 307 | 8,16 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 12 208 | 0,24 | 1 123 | 4,28 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8 177 | −4,70 | 752 | 3,16 | ||||
2025-07-18 | 13F | First Pacific Financial | 300 | 0,00 | 28 | 8,00 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 208 791 | −2,65 | 19 202 | 5,25 | ||||
2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 5 468 | 0,00 | 503 | 7,96 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 3 256 | 0,03 | 299 | 8,33 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 18 694 | 1,38 | 1 719 | 9,63 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 2 505 | −31,54 | 230 | −26,05 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 2 711 | 249 | ||||||
2025-07-28 | 13F | IFC Advisors LLC | 72 475 | −1,56 | 6 666 | 6,42 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 963 696 | −12,75 | 89 | −5,38 | ||||
2025-07-09 | 13F | Westshore Wealth, LLC | 69 381 | 0,89 | 6 381 | 9,06 | ||||
2025-04-23 | 13F | Sabal Trust CO | 54 197 | −2,19 | 4 611 | −5,88 | ||||
2025-07-09 | 13F | Baron Financial Group, LLC | 61 455 | 5,72 | 5 652 | 14,30 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 12 897 853 | −1,97 | 1 186 216 | 5,98 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 1 471 | 1,38 | 135 | 9,76 | ||||
2025-07-11 | 13F | Essex Savings Bank | 8 247 | −3,69 | 758 | 4,12 | ||||
2025-07-17 | 13F | City Holding Co | 74 283 | 0,15 | 6 832 | 8,27 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 94 494 | 0,05 | 8 691 | 8,17 | ||||
2025-07-09 | 13F | Central Bank & Trust Co | 7 753 | −4,05 | 713 | 3,78 | ||||
2025-08-06 | 13F | Bensler, LLC | 7 793 | 0,01 | 717 | 8,16 | ||||
2025-04-04 | 13F | Baring Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 39 849 | −1,84 | 4 | 0,00 | ||||
2025-08-05 | 13F | Core Alternative Capital | 190 | 0,00 | 17 | 6,25 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 2 465 | 0,00 | 227 | 8,13 | ||||
2025-07-23 | 13F | Monte Financial Group, LLC | 2 422 | 223 | ||||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 80 704 | −4,94 | 7 422 | 2,77 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 84 387 | 223,57 | 7 761 | 249,91 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 547 366 | −51,11 | 50 341 | −47,15 | ||||
2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 14 001 | 0,00 | 1 288 | 8,06 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Headlands Technologies LLC | 392 | −24,76 | 36 | −18,18 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 2 903 | 267 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 50 053 | 36,58 | 4 605 | 47,66 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 17 360 | −0,37 | 1 597 | 7,69 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 368 | 0,00 | 218 | 7,96 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 172 630 | 2,51 | 15 877 | 10,82 | ||||
2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 4 281 | −60,53 | 394 | −57,38 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 42 242 | −0,33 | 3 885 | 7,74 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 2 339 | 218 | ||||||
2025-07-17 | 13F | Independence Bank of Kentucky | 86 298 | −2,20 | 7 937 | 5,73 | ||||
2025-08-01 | 13F | Pettee Investors, Inc. | 2 184 | 201 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 9 | 0,00 | 1 | |||||
2025-08-12 | 13F | Associated Banc-corp | 3 996 | −10,86 | 368 | −3,67 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 2 789 | 0,04 | 257 | 8,02 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 889 | 0,05 | 358 | 8,18 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 107 824 | −14,88 | 9 917 | −7,97 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2 664 | 0,00 | 245 | 8,41 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 2 917 | 15,85 | 268 | 25,23 | ||||
2025-07-14 | 13F | Enzi Wealth | 2 795 | 0,00 | 260 | 11,59 | ||||
2025-07-25 | 13F | Bricktown Capital, LLC | 152 264 | 0,00 | 14 004 | 8,11 | ||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 3 122 | 0,00 | 287 | 8,30 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 12 580 | 242,87 | 1 157 | 270,51 | ||||
2025-08-11 | 13F | Citigroup Inc | 74 934 | −36,70 | 6 892 | −31,57 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 22 782 | −1,13 | 2 | 100,00 | ||||
2025-07-23 | 13F | Motiv8 Investments LLC | 30 188 | −2,79 | 2 776 | 5,11 | ||||
2025-07-28 | 13F | Eq Wealth Advisors, Llc | 604 | 0,00 | 56 | 7,84 | ||||
2025-07-29 | 13F | Private Trust Co Na | 30 354 | −1,37 | 2 792 | 6,61 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 1 873 | −1,16 | 172 | 6,83 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 5 309 | 0,25 | 488 | 8,44 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 37 514 | 2,74 | 3 450 | 11,08 | ||||
2025-07-11 | 13F | First PREMIER Bank | 6 877 | −0,74 | 1 | |||||
2025-07-28 | 13F | Copia Wealth Management | 584 | 0,69 | 54 | 8,16 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 10 791 | −4,48 | 992 | 3,23 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 140 | −23,50 | 13 | −20,00 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 480 | 5,51 | 412 | 13,85 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 22 058 | 0,00 | 2 029 | 8,10 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 3 194 | 0,00 | 0 | |||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 65 113 | −0,34 | 5 988 | 7,74 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 10 081 | 198,52 | 939 | 227,18 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3 049 642 | 1,91 | 280 476 | 10,17 | ||||
2025-04-17 | 13F | Fortitude Advisory Group L.L.C. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 8 215 063 | −0,04 | 755 539 | 8,06 | ||||
2025-08-05 | 13F | Marion Wealth Management | 2 188 | 201 | ||||||
2025-07-29 | 13F | May Barnhard Investments LLC | 28 043 | 0,00 | 2 579 | 8,13 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 293 | −7,84 | 0 | |||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 7 020 | 0,00 | 646 | 8,04 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 945 | 0,00 | 87 | 7,50 | ||||
2025-07-18 | 13F | United Bank | 3 537 | 0,00 | 325 | 8,33 | ||||
2025-07-18 | 13F | SMI Advisory Services, LLC | 5 891 | −3,93 | 546 | 16,67 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 4 996 | 74,75 | 468 | 91,02 | ||||
2025-08-13 | 13F | PACK Private Wealth, LLC | 3 822 | 0,00 | 352 | 8,00 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 504 | 0,20 | 46 | 9,52 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 2 702 | −11,09 | 248 | −3,88 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 2 401 | −41,11 | 221 | −36,42 | ||||
2025-06-26 | NP | BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional | 211 196 | −18,01 | 17 772 | −25,06 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 5 | 0,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 217 865 | 36,19 | 20 037 | 47,24 | ||||
2025-07-10 | 13F | Selective Wealth Management, Inc. | 9 158 | 0,00 | 857 | 17,42 | ||||
2025-07-29 | 13F | Vectors Research Management, LLC | 2 507 | 0,00 | 231 | 7,98 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 63 168 | 5,18 | 5 810 | 13,72 | ||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 15 056 | 0,00 | 1 385 | 8,13 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 4 781 | −11,48 | 440 | −4,36 | ||||
2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Trust Co of the South | 5 880 | 0,00 | 541 | 8,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 761 | −30,12 | 162 | −24,77 | ||||
2025-07-08 | 13F | Atlas Brown,Inc. | 15 489 | −1,41 | 1 425 | 6,59 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 10 024 | 7,97 | 922 | 16,73 | ||||
2025-08-13 | 13F | New South Capital Management Inc | 33 730 | 253,93 | 3 102 | 282,96 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 14 419 | 8,97 | 1 326 | 17,87 | ||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 115 764 | 0,31 | 10 647 | 8,44 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 10 470 | −0,10 | 963 | 7,97 | ||||
2025-08-14 | 13F | 10Elms LLP | 20 | 0,00 | 2 | 0,00 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 415 | 123,12 | 38 | 153,33 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 870 | 24,05 | 1 735 | 34,08 | ||||
2025-07-11 | 13F | Spence Asset Management | 1 943 | 0,00 | 0 | |||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Western Wealth Management, LLC | 8 425 | 8,30 | 775 | 17,10 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 4 182 | −0,12 | 385 | 7,87 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 61 845 | 11,28 | 5 885 | 23,74 | ||||
2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 61 555 | −1,15 | 5 661 | 6,87 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 324 | 214 | ||||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 3 453 | 0,00 | 318 | 8,19 | ||||
2025-08-11 | 13F | Baldwin Investment Management, LLC | 8 363 | 0,00 | 769 | 8,16 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 4 825 | 0,00 | 444 | 8,05 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 75 142 | −0,32 | 6 911 | 7,77 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 2 843 | 0,00 | 261 | 8,30 | ||||
2025-08-05 | 13F | Mathes Company, Inc. | 6 301 | 0,00 | 1 | |||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 16 952 | 0,00 | 1 559 | 8,11 | ||||
2025-08-13 | 13F | Knuff & Co LLC | 13 437 | −19,21 | 1 236 | −12,66 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 159 | 0,00 | 15 | 0,00 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 407 | 0,00 | 129 | 8,40 | ||||
2025-05-15 | 13F | Willis Johnson & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Welch & Forbes Llc | 22 727 | 0,49 | 2 090 | 8,63 | ||||
2025-07-11 | 13F | Bell Bank | 4 331 | 0,00 | 398 | 8,15 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 3 020 | 0,00 | 278 | 8,20 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 045 | −0,65 | 1 384 | 7,46 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12 154 | 158,38 | 1 118 | 179,25 | ||||
2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 4 804 | 0,00 | 0 | |||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 126 873 | 2,19 | 11 668 | 10,48 | ||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 654 268 | 3,02 | 60 173 | 11,38 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 1 941 | −23,73 | 180 | −17,13 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 2 824 | 260 | ||||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 6 449 | 0,00 | 593 | 8,21 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 2 752 | 8,77 | 253 | 17,67 | ||||
2025-08-13 | 13F | First National Advisers, LLC | 3 900 | 0,00 | 359 | 8,16 | ||||
2025-07-16 | 13F | Plancorp, LLC | 4 831 | −0,08 | 444 | 8,03 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 15 142 | −0,66 | 1 | 0,00 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 521 | −3,37 | 1 336 | 4,46 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 19 483 | 58,93 | 1 792 | 71,88 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 960 | 340,51 | 433 | 222,39 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 3 549 | 8,73 | 326 | 17,69 | ||||
2025-08-12 | 13F | Main Management LLC | 144 | 0,00 | 0 | |||||
2025-08-06 | 13F | Financial Alternatives, Inc | 3 814 | 0,00 | 351 | 8,02 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 5 507 | 35,01 | 506 | 46,24 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 25 616 | −0,05 | 2 | 0,00 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 300 | 0,00 | 28 | 8,00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 353 515 | 1,86 | 124 483 | 10,12 | ||||
2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Insight Inv LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 3 496 | 0,29 | 322 | 8,45 | ||||
2025-07-16 | 13F | American National Bank | 9 217 | 6,96 | 848 | 15,55 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 6 093 | 560 | ||||||
2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 25 913 | 17,21 | 2 383 | 26,76 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 466 | 3,44 | 227 | 11,88 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 9 177 | −0,78 | 844 | 7,38 | ||||
2025-07-03 | 13F | Sage Capital Advisors,llc | 17 999 | 0,42 | 1 655 | 8,60 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 2 520 | 0,00 | 232 | 7,94 | ||||
2025-08-08 | 13F | Union Savings Bank | 3 329 | 0,00 | 312 | 9,89 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 316 | 213 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 34 259 | 3,97 | 3 151 | 12,38 | ||||
2025-08-06 | 13F | Cetera Trust Company, N.A | 1 425 | 90,00 | 131 | 107,94 | ||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 3 998 | −18,90 | 368 | −12,41 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 280 | 210 | ||||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 23 949 | −27,97 | 2 203 | −22,14 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 513 | 0,20 | 47 | 4,44 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 7 470 | 0,66 | 687 | 8,72 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 245 | 23 | ||||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 337 | 0,00 | 31 | 7,14 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9 042 | −1,29 | 832 | 6,68 | ||||
2025-08-13 | 13F | Okabena Investment Services Inc | 12 112 | 0,00 | 1 114 | 8,06 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 131 | 0,00 | 12 | 9,09 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | 205,08 | 66 | 230,00 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 18 541 | 105,39 | 1 705 | 122,29 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6 587 | −0,71 | 606 | 7,27 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 76 027 | −0,36 | 6 992 | 7,72 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 163 022 | −7,76 | 14 993 | −0,27 | ||||
2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3 275 | 0,00 | 301 | 8,27 | ||||
2025-07-09 | 13F | Triumph Capital Management | 61 508 | 2,79 | 5 657 | 11,12 | ||||
2025-08-08 | 13F | Beck Bode, LLC | 8 210 | −8,12 | 755 | −0,66 | ||||
2025-07-28 | 13F | Courier Capital Llc | 35 651 | 1,30 | 3 279 | 9,52 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | IFS Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | Bremer Bank National Association | 26 848 | 18,07 | 2 284 | 13,58 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 209 | 0,00 | 111 | 13,27 | ||||
2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 5 118 | 0,00 | 471 | 8,05 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 15 227 | 3,25 | 1 400 | 11,64 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 251 059 | −9,27 | 23 089 | −1,91 | ||||
2025-07-14 | 13F | Abound Wealth Management | 49 | 25,64 | 5 | 33,33 | ||||
2025-07-25 | 13F | Cwm, Llc | 166 871 | 8,02 | 15 | 15,38 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-23 | 13F | Colony Family Offices, LLC | 638 | 0,00 | 59 | 7,41 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 6 120 | 0,00 | 563 | 8,08 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 439 991 | −2,63 | 40 466 | 5,27 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35 209 | 1,66 | 3 238 | 10,06 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 996 | 398,00 | 92 | 435,29 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 9 484 | −0,26 | 872 | 7,92 | ||||
2025-07-24 | 13F | Conning Inc. | 79 001 | 0,00 | 7 266 | 8,11 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 26 878 | 2,18 | 2 472 | 10,46 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 16 026 | 14,69 | 1 474 | 23,99 | ||||
2025-07-07 | 13F | First Community Trust Na | 74 | 7 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 36 175 | −17,21 | 3 327 | −10,49 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 22 176 | 0,00 | 2 040 | 8,11 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Welch Group, LLC | 2 304 | 212 | ||||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 14 428 | 3,01 | 1 327 | 11,34 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 28 702 | 3,64 | 2 640 | 12,06 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 26 525 | 28,20 | 2 439 | 38,58 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 71 797 | 0,75 | 6 603 | 8,92 | ||||
2025-07-22 | 13F | Boston Common Asset Management, LLC | 2 902 | 0,00 | 267 | 8,13 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 2 312 | 213 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 40 469 | −0,26 | 3 722 | 7,82 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 11 066 | 1 040 | ||||||
2025-07-30 | 13F | TFB Advisors LLC | 35 208 | 1,25 | 3 238 | 9,47 | ||||
2025-08-05 | 13F | Tsfg, Llc | 13 298 | 0,00 | 1 | 0,00 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 45 230 | 5,81 | 4 160 | 14,38 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 6 270 | −0,73 | 577 | 7,26 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 58 581 | 3,05 | 5 525 | 14,23 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 295 | 0,00 | 27 | 8,00 | ||||
2025-08-13 | 13F | Haverford Trust Co | 90 605 | −5,33 | 8 333 | 2,35 | ||||
2025-08-15 | 13F | Howland Capital Management Llc | 3 516 | 0,00 | 323 | 8,03 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3 597 | −89,15 | 331 | −88,30 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 7 279 | 144,75 | 669 | 165,48 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 921 | 1,10 | 85 | 9,09 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 15 900 | 106,76 | 1 462 | 123,55 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 376 931 | 0,58 | 34 663 | 8,73 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 58 832 | 5 411 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 316 | 0,00 | 29 | 11,54 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 174 305 | 3,78 | 15 978 | 12,47 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 23 507 | 47,73 | 2 162 | 59,72 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 1 040 | 0,00 | 96 | 7,95 | ||||
2025-07-29 | 13F | Swmg, Llc | 16 475 | 3,05 | 1 564 | 17,34 | ||||
2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 363 | −38,63 | 125 | −34,04 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 16 445 | 1 512 | ||||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 3 103 | 0,00 | 285 | 8,37 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 675 | 0,00 | 62 | 8,77 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 126 | 0,00 | 12 | 10,00 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 28 124 | −0,81 | 2 587 | 7,21 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 712 | 11,69 | 525 | 20,69 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MWA Asset Management | 4 539 | −9,83 | 417 | −2,57 | ||||
2025-07-08 | 13F | Corepath Wealth Partners Llc | 4 479 | 420 | ||||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1 143 667 | 2,07 | 105 183 | 10,34 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 1 759 | −2,76 | 162 | 5,23 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 576 | −11,25 | 53 | |||||
2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3 609 | −2,91 | 332 | 4,75 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 962 | 0,54 | 1 928 | 8,69 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 39 | 0,00 | 4 | 0,00 | ||||
2025-08-07 | 13F | Atala Financial Inc | 14 614 | −0,75 | 1 344 | 7,26 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 4 199 | 0,00 | 0 | |||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 4 444 | −6,56 | 409 | 0,99 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 6 654 | −0,02 | 622 | 17,58 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 9 471 | 2,51 | 871 | 10,96 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 7 946 | 136,56 | 731 | 156,14 | ||||
2025-07-21 | 13F | HT Partners LLC | 26 956 | 0,00 | 2 479 | 8,11 | ||||
2025-07-31 | 13F | SoundView Advisors Inc. | 2 642 | 0 | ||||||
2025-07-29 | 13F | Citizens Business Bank | 645 119 | 3,02 | 59 332 | 11,38 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 509 | 0,00 | 47 | 6,98 | ||||
2025-08-12 | 13F | Country Trust Bank | 494 871 | 0,72 | 45 513 | 8,89 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 961 | 0,00 | 364 | 8,33 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 3 259 | 300 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 59 761 | −4,11 | 5 496 | 3,68 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 109 | 0,00 | 10 | 11,11 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 86 820 | −2,85 | 7 985 | 5,02 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 4 696 | −0,32 | 432 | 7,75 | ||||
2025-07-17 | 13F | XML Financial, LLC | 250 513 | −2,82 | 23 040 | 5,06 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 83 196 | −0,35 | 7 652 | 7,73 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 925 751 | −2,19 | 85 141 | 5,74 | ||||
2025-07-16 | 13F | Kendall Capital Management | 5 800 | 533 | ||||||
2025-08-13 | 13F | Bank Of Nova Scotia | 165 398 | 0,00 | 15 212 | 8,11 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 33 322 | −1,22 | 3 | 50,00 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 90 984 | −1,16 | 8 527 | 8,89 | ||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 2 868 | 0,00 | 264 | 15,35 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 360 | 0,00 | 309 | 8,42 | ||||
2025-08-07 | 13F | 1st Source Bank | 16 935 | −0,24 | 1 558 | 7,83 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 17 608 | −6,88 | 1 619 | 0,68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 407 | 29,98 | 1 785 | 40,03 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 2 621 | 241 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 339 958 | 6,69 | 31 266 | 15,34 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 8 228 | 0,29 | 757 | 8,46 | ||||
2025-08-15 | 13F | Fairfield, Bush & Co. | 5 764 | −0,09 | 530 | 8,16 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 184 636 | −0,06 | 17 | 6,67 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 2 282 | −7,87 | 210 | −0,48 | ||||
2025-05-13 | 13F | Fuller & Thaler Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 55 295 | −0,27 | 5 085 | 7,82 | ||||
2025-07-23 | 13F | First Merchants Corp | 72 582 | −7,52 | 6 675 | −0,01 | ||||
2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 12 074 | 0,00 | 1 110 | 8,08 | ||||
2025-07-18 | 13F | jvl associates llc | 2 676 | 0,00 | 246 | 8,37 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 44 535 | 17,06 | 4 096 | 26,55 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 29 285 | −3,01 | 2 693 | 4,87 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 17 823 | −43,74 | 1 639 | −39,18 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5 881 | 0,00 | 500 | −3,66 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 2 813 | 7,82 | 259 | 16,74 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 9 111 | 838 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 22 700 | 170,24 | 2 088 | 192,30 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 410 | −3,98 | 38 | −5,13 | ||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 5 995 | 2,32 | 551 | 10,64 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 3 285 | −14,34 | 302 | −7,36 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 20 403 | 0,49 | 2 | 0,00 | ||||
2025-04-21 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cynosure Management, Llc | 7 136 | −23,25 | 656 | −16,96 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 8 001 | 80,49 | 736 | 94,96 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 553 | 51 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 468 | 0,00 | 40 | −4,88 | ||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 25 406 | −6,93 | 2 337 | 0,60 | ||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 978 700 | 0,00 | 90 011 | 8,11 | ||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 30 806 | −12,49 | 2 833 | −5,38 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 8 667 | −59,73 | 799 | −56,39 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 206 | 0,00 | 19 | 5,88 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 32 569 | 0,00 | 2 995 | 8,12 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 137 186 | 39,36 | 12 617 | 50,67 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 13 615 | −0,38 | 1 252 | 7,75 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 088 913 | −1,78 | 192 117 | 6,19 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 15 942 | 51,37 | 1 466 | 63,80 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | West Chester Capital Advisors, Inc | 9 141 | 0,67 | 841 | 8,81 | ||||
2025-08-11 | 13F | Lcnb Corp | 22 169 | −1,48 | 2 039 | 6,48 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 555 | 1 615 | ||||||
2025-07-31 | 13F | Optimum Investment Advisors | 10 025 | 3,59 | 922 | 11,91 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 6 288 | 62,48 | 578 | 75,68 | ||||
2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 4 951 | −55,30 | 421 | −57,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 253 | 581,37 | 851 | 639,13 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 139 | −79,91 | 289 | −78,33 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 658 | 1,39 | 336 | 9,80 | ||||
2025-08-13 | 13F | Northern Trust Corp | 9 669 669 | 3,19 | 889 319 | 11,56 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 312 578 | −0,71 | 28 748 | 7,35 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 44 542 | 0,00 | 4 097 | 8,10 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 369 | −2,75 | 2 609 | 5,16 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 531 | 233 | ||||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4 174 | 0,87 | 384 | 9,12 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3 890 | 4 476,47 | 358 | |||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 56 152 | −2,51 | 5 164 | 5,41 | ||||
2025-07-23 | 13F | Sunbeam Capital Management, LLC | 12 828 | 0,29 | 1 180 | 8,36 | ||||
2025-07-22 | 13F | Legacy Trust | 21 815 | 2,11 | 2 006 | 10,40 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 189 | 201 | ||||||
2025-08-11 | 13F | Madison Asset Management, LLC | 7 194 | −49,59 | 662 | −45,51 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 14 570 | −1,79 | 1 239 | −5,49 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 254 | 0,52 | 1 955 | 8,68 | ||||
2025-07-16 | 13F | BankPlus Wealth Management LLC | 20 299 | −0,32 | 1 867 | 7,79 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 576 | −10,31 | 513 | −3,03 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 10 211 | 0,00 | 939 | 8,18 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 95 988 | 18,72 | 8 828 | 28,35 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 2 694 | 6,31 | 248 | 14,88 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 5 129 | 59,98 | 472 | 73,16 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 7 769 | 0,00 | 712 | 7,88 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 423 | 1,11 | 867 | 9,34 | ||||
2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 3 485 | −5,30 | 321 | 2,24 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 9 608 | 0,06 | 817 | −3,66 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 2 200 | 202 | ||||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 5 105 | 0,00 | 470 | 8,06 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 29 369 | −4,04 | 2 701 | 3,76 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 117 | −25,48 | 11 | −23,08 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 512 | 54,22 | 44 | 65,38 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 10 698 | −7,52 | 984 | −0,10 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 5 010 | 0,00 | 461 | 7,98 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 379 735 | −4,25 | 34 924 | 3,52 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 667 | 0,00 | 61 | 8,93 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 402 940 | 3,05 | 37 058 | 11,41 | ||||
2025-07-24 | 13F | Eastern Bank | 32 599 | 64,11 | 2 998 | 77,50 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 600 | 0,00 | 55 | 7,84 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 91 969 | 2,06 | 8 458 | 10,35 | ||||
2025-07-14 | 13F | Gries Financial Llc | 15 999 | −24,67 | 1 471 | −18,55 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 290 717 | 25,44 | 26 737 | 35,62 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 9 510 | −7,80 | 875 | −0,34 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 200 | 0,00 | 18 | 5,88 | ||||
2025-07-15 | 13F | Great Oak Capital Partners, Llc | 3 067 | 0,59 | 286 | 5,95 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 21 836 | 2 008 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 198 673 | −2,89 | 18 272 | 4,99 | ||||
2025-07-28 | 13F | Davidson Trust Co | 42 410 | −1,17 | 3 900 | 6,85 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6 688 | 53,46 | 615 | 77,23 | ||||
2025-08-12 | 13F | Private Management Group Inc | 18 805 | 0,05 | 1 729 | 8,20 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 74 947 | 18,56 | 6 893 | 28,18 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 393 | −7,75 | 36 | 0,00 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 164 390 | 9,98 | 15 119 | 18,90 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3 084 | 0,00 | 284 | 8,02 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 31 165 | −0,03 | 2 866 | 8,07 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 8 884 | 0,12 | 817 | 8,36 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 86 647 | 2,60 | 7 969 | 10,91 | ||||
2025-08-07 | 13F | Nwam Llc | 12 640 | −1,85 | 1 192 | 8,86 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 161 228 | −0,20 | 15 033 | 11,60 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 418 | 0,00 | 38 | 8,57 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Zhang Financial LLC | 19 517 | −0,53 | 1 795 | 7,49 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio | 2 808 | 8,75 | 258 | 17,81 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 6 897 | −0,62 | 634 | 7,46 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 2 244 | 10,87 | 206 | 19,77 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 78 908 | 100,00 | 7 257 | 116,24 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 038 | 0,00 | 95 | 7,95 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 109 | 0,24 | 378 | 8,33 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 18 004 | −2,59 | 1 656 | 5,28 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 100 | 26,58 | 9 | 50,00 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 8 101 | 2,53 | 745 | 10,86 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 743 | 0,00 | 344 | 8,18 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8 913 | −4,41 | 820 | 3,28 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 335 130 | 6,27 | 31 | 15,38 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 7 050 | 648 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 927 | −9,43 | 729 | −2,02 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 56 013 | −0,65 | 5 152 | 7,40 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38 756 | 1,45 | 3 564 | 9,70 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11 183 | −62,82 | 951 | −64,22 | ||||
2025-08-14 | 13F | Fmr Llc | 4 063 753 | 31,78 | 373 743 | 42,46 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 192 586 | 9 097,04 | 2 | −98,88 | ||||
2025-08-14 | 13F | Select Equity Group, L.P. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 4 717 | −2,90 | 0 | |||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 5 449 | 0,00 | 501 | 8,21 | ||||
2025-05-05 | 13F | Partners in Financial Planning | 4 478 | −10,65 | 301 | −13,79 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 33 610 | 76,14 | 3 091 | 90,45 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 4 990 | 0,00 | 459 | 8,02 | ||||
2025-08-14 | 13F | First Foundation Advisors | 499 719 | −0,20 | 45 959 | 7,90 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | TigerOak Management, L.L.C. | 2 807 | 0,00 | 258 | 8,40 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 241 | 0,00 | 22 | 10,00 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 7 963 | 0,00 | 732 | 8,12 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 2 245 | 206 | ||||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 7 780 | 0,00 | 716 | 8,17 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 70 442 | 64,86 | 6 479 | 78,26 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 5 699 | −0,19 | 524 | 8,04 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | TCTC Holdings, LLC | 2 795 | 0,00 | 257 | 8,44 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 23 308 | 5,78 | 2 144 | 14,35 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 3 129 | 3,78 | 288 | 12,11 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 5 525 | 8,21 | 515 | 18,66 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | IMS Capital Management | 3 700 | 0,00 | 340 | 8,28 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 5 655 | 0,00 | 520 | 8,11 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 521 577 | 3,52 | 47 969 | 11,91 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 2 396 | −2,32 | 220 | 5,77 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 5 408 | 497 | ||||||
2025-07-09 | 13F | Alesco Advisors Llc | 6 200 | 0,00 | 570 | 8,16 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 1 168 | 0,00 | 107 | 8,08 | ||||
2025-08-04 | 13F | Mill Capital Management, LLC | 8 724 | 0,00 | 802 | 8,09 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 764 638 | 186,34 | 70 324 | 209,57 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 13 617 | 1 276 | ||||||
2025-07-30 | 13F | Retirement Planning Group | 8 369 | −0,46 | 770 | 7,55 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 2 944 | 0,00 | 271 | 8,00 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 108 225 | 2,13 | 9 953 | 10,42 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 37 327 | −5,72 | 3 433 | 1,90 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 3 396 | −3,58 | 312 | 4,35 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 184 | −24,28 | 17 | −20,00 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 4 441 | −17,64 | 408 | −10,92 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1 681 | −1,75 | 155 | 6,21 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 46 767 | −39,13 | 4 301 | −34,20 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 76 065 | −1,76 | 7 | 0,00 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 4 712 | 0,00 | 433 | 8,25 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 5 832 | 1,50 | 536 | 9,84 | ||||
2025-08-11 | 13F | Advisor Resource Council | 10 112 | −23,23 | 930 | −16,96 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 16 870 | 0,00 | 1 552 | 8,08 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 887 | 0,00 | 82 | 8,00 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 14 756 | 3 561,54 | 1 357 | 3 891,18 | ||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 2 640 | 0,00 | 243 | 8,04 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 7 167 | 0,00 | 1 | |||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 26 450 | −2,99 | 2 433 | 4,87 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 12 942 | 18,74 | 1 190 | 28,37 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3 903 | −32,88 | 359 | −27,53 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 29 850 | 0,00 | 2 745 | 8,11 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 3 623 | 0,00 | 333 | 8,12 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 4 144 | 0,00 | 381 | 8,24 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 103 348 | −8,10 | 9 505 | −0,65 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 211 500 | 0,48 | 19 452 | 8,63 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23 650 | 1,83 | 2 175 | 10,13 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 3 160 | 0,00 | 269 | 0,00 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 13 903 | −1,50 | 1 279 | 6,50 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 8 706 | 23,58 | 801 | 33,56 | ||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 27 203 | −1,72 | 2 502 | 6,24 | ||||
2025-07-08 | 13F | Next Level Private LLC | 8 630 | 0,28 | 794 | 8,33 | ||||
2025-07-31 | 13F | Forte Asset Management Llc | 69 455 | −4,27 | 6 388 | 3,48 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 27 835 | 5,52 | 2 560 | 14,04 | ||||
2025-08-08 | 13F | King Wealth | 4 520 | 0,00 | 0 | |||||
2025-07-17 | 13F | MBA Advisors LLC | 14 948 | −5,47 | 1 375 | 2,16 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 1 460 | 0,00 | 134 | 8,06 | ||||
2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | −69 100 | 8,82 | −5 815 | 39,19 | |||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4 053 740 | −1,90 | 372 822 | 6,05 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 1 598 | 43,45 | 147 | 55,32 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 5 644 | 0,71 | 519 | 9,03 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 31 427 | 10,72 | 2 890 | 19,72 | ||||
2025-07-23 | 13F | Charter Trust Co | 6 346 | 2,69 | 584 | 11,05 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 4 219 | 0,00 | 388 | 8,38 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 4 059 | 0,30 | 373 | 8,43 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 4 165 | 0,00 | 0 | |||||
2025-07-14 | 13F | Chapin Davis, Inc. | 35 418 | −1,08 | 3 257 | 6,96 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 5 549 | −1,98 | 510 | 6,03 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | White Pine Capital Llc | 19 914 | 0,00 | 1 831 | 8,09 | ||||
2025-05-08 | 13F | ProVise Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2 328 | 214 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 1 638 | 0,00 | 151 | 7,91 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 9 862 | 0,00 | 907 | 8,23 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 577 | −4,02 | 237 | 3,95 | ||||
2025-07-16 | 13F | Amarillo National Bank | 236 098 | 2,80 | 21 714 | 11,14 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3 300 | 0,00 | 304 | 8,21 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 8 485 | 0,02 | 780 | 8,18 | ||||
2025-07-30 | 13F | BG Investment Services, Inc. | 23 636 | −34,43 | 2 200 | −28,28 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 2 975 | 0,00 | 274 | 7,91 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 21 331 | 671,46 | 2 | |||||
2025-08-14 | 13F | Brasada Capital Management, Lp | 10 511 | −5,71 | 985 | 18,11 | ||||
2025-07-18 | 13F | Columbia Asset Management | 10 872 | 0,00 | 1 000 | 8,12 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 4 734 | −4,54 | 435 | 3,33 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 406 | −5,36 | 37 | 2,78 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 10 238 | 0,16 | 942 | 8,29 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 184 333 | 0,54 | 16 953 | 8,70 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 477 302 | 1,45 | 44 | 7,50 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 40 852 | −1,99 | 3 757 | 5,53 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 61 923 | −13,69 | 5 695 | −6,69 | ||||
2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 2 915 | 0,00 | 271 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 021 889 | 10,15 | 93 983 | 19,09 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 015 | 277 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 74 976 | 6 896 | ||||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 5 143 | 0,00 | 473 | 8,24 | ||||
2025-07-10 | 13F | Security National Bank | 360 | 0,00 | 33 | 10,00 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 62 468 | 5,08 | 5 745 | 13,60 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 60 505 | 1,22 | 5 565 | 9,42 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 702 | 616 | ||||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 55 650 | −3,18 | 5 118 | 4,68 | ||||
2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 15 145 | −35,46 | 1 393 | −30,21 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 78 688 | 3,72 | 7 237 | 12,13 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 178 | 5,82 | 3 235 | 14,23 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 667 | −21,05 | 889 | −14,60 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 104 787 | 660,59 | 9 637 | 722,97 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 312 | 29 | ||||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 836 | 1 855,86 | 241 | 1 908,33 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 10 672 | 0,00 | 982 | 8,16 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 356 643 | 7,87 | 32 801 | 16,62 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 14 163 | −8,38 | 1 303 | −0,99 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 5 900 | 7,70 | 543 | 16,31 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 2 700 | 0,00 | 248 | 8,30 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 14 436 | 3,64 | 1 328 | 12,07 | ||||
2025-07-02 | 13F/A | Bank Of Nova Scotia | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 898 | 0,32 | 175 | 8,75 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 3 567 868 | −14,42 | 328 137 | −7,48 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 132 | 12 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 311 511 | −92,48 | 28 650 | −91,87 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 6 427 | −0,48 | 1 | |||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mariner, LLC | 1 735 279 | 2,06 | 159 593 | 10,34 | ||||
2025-05-21 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3 960 | 0,00 | 364 | 8,33 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 276 | 0,00 | 117 | 8,33 | ||||
2025-08-12 | 13F | Viawealth, Llc | 9 017 | 0,00 | 829 | 8,08 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 48 481 | 3,74 | 4 459 | 12,15 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 6 736 | 2,06 | 620 | 10,34 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 3 784 | 0,00 | 348 | 8,41 | ||||
2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 5 190 | 65,44 | 477 | 79,32 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 3 448 | 0,00 | 317 | 8,19 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 21 519 | −33,57 | 1 979 | −28,17 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 7 293 | −15,97 | 671 | −9,21 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 5 036 | 0,00 | 463 | 8,18 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 254 953 | −12,05 | 23 448 | −4,91 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 11 691 | 0,00 | 1 075 | 8,15 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 3 094 | 0,29 | 285 | 8,40 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 38 211 | 27,82 | 3 514 | 38,18 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 7 259 | 0,00 | 668 | 8,10 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 14 540 | 0,04 | 1 337 | 8,17 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 147 810 | 0,74 | 13 594 | 8,92 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 57 355 | 0,04 | 5 275 | 8,14 | ||||
2025-04-09 | 13F | Fragasso Group Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | MEMBERS Trust Co | 4 449 | 409 | ||||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 2 754 | −2,27 | 258 | 7,95 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 50 909 | −1,51 | 4 658 | 6,49 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 98 810 | −32,02 | 9 088 | −26,50 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 650 966 | −5,83 | 59 869 | 1,81 | ||||
2025-08-12 | 13F | Zacks Investment Management | 12 650 | −41,04 | 1 163 | −36,27 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 8 399 | 0,00 | 772 | 8,12 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 15 799 | −1,83 | 1 453 | 6,14 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 229 | 8,98 | 297 | 17,46 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 1 410 | −9,73 | 130 | −2,27 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 34 381 | 4,56 | 3 162 | 13,05 | ||||
2025-07-09 | 13F | Baron Wealth Management LLC | 8 863 | −0,57 | 815 | 7,52 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 26 887 | −15,19 | 2 473 | −8,31 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 3 099 | 0,00 | 285 | 8,37 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 17 259 | −1,26 | 1 587 | 6,80 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 560 | 0,00 | 52 | 8,51 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 25 577 | 0,00 | 2 352 | 8,14 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 6 096 | 0,00 | 561 | 8,11 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 829 814 | 6,65 | 76 318 | 15,30 | ||||
2025-08-26 | NP | VVIMX - Voya VACS Index Series MC Portfolio | 74 320 | 23,77 | 6 835 | 33,81 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 3 716 | 0,00 | 0 | |||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 17 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 5 945 | −4,42 | 547 | 3,21 | ||||
2025-08-12 | 13F | Bokf, Na | 167 557 | −0,04 | 15 410 | 8,07 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 18 091 | 0,08 | 1 664 | 8,26 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 18 346 | 0,00 | 1 687 | 8,14 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 540 | 3,02 | 418 | 11,50 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 25 023 | 12,03 | 2 301 | 21,11 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 2 187 | 201 | ||||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 71 573 | 3,65 | 6 583 | 12,05 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 7 058 | −2,57 | 649 | 5,36 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 10 148 | −0,27 | 933 | 7,86 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 466 | 43 | ||||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 3 837 | 0,00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 2 448 | 0,00 | 225 | 8,17 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 629 | 2,37 | 334 | 10,63 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 43 669 | 18,75 | 4 016 | 28,39 | ||||
2025-08-12 | 13F | Ames National Corp | 59 972 | −2,55 | 5 516 | 5,35 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 9 638 | 0,00 | 820 | 0,00 | ||||
2025-08-13 | 13F | Quantbot Technologies LP | 699 | 64 | ||||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 4 001 | 0,00 | 368 | 7,94 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 48 147 | 7,62 | 4 428 | 11,99 | ||||
2025-08-07 | 13F | Summit X, LLC | 2 578 | 0,00 | 237 | 8,22 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 3 003 | −3,84 | 276 | 4,15 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 3 096 | 0,00 | 285 | 7,98 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 31 158 | 2,48 | 2 866 | 10,79 | ||||
2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 1 285 599 | 2,67 | 118 237 | 10,99 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 923 | −2,99 | 0 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2 325 | 0,00 | 214 | 8,12 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 173 899 | −16,77 | 15 994 | −10,02 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 13 678 | −3,70 | 1 258 | 4,06 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 13 709 | −0,65 | 1 261 | 7,42 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 928 015 | −1,12 | 85 350 | 6,90 | ||||
2025-04-09 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 7 116 | 0,00 | 1 | |||||
2025-07-16 | 13F | Magnus Financial Group LLC | 3 946 | −1,67 | 363 | 6,16 | ||||
2025-04-29 | 13F | Wheelhouse Advisory Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 4 248 | 3,16 | 391 | 11,43 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 871 659 | −0,51 | 80 167 | 7,56 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 5 627 | 6,61 | 517 | 15,40 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 14 278 | 0,00 | 1 313 | 8,15 | ||||
2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 383 | 3,43 | 2 243 | 11,82 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 7 529 | 55,62 | 692 | 68,37 | ||||
2025-07-25 | 13F | JustInvest LLC | 8 738 | −32,75 | 804 | −27,33 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 3 076 | 0,00 | 262 | −3,69 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 091 | 37,56 | 284 | 37,20 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 13 084 | 55,82 | 1 203 | 68,49 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 36 662 | −5,31 | 3 445 | −4,17 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 3 558 | 0,00 | 327 | 8,28 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 13 055 | 0,00 | 1 201 | 8,11 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 3 046 | 0,03 | 280 | 8,11 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 8 511 | 0,00 | 783 | 8,01 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18 779 | 24,34 | 1 727 | 34,50 | ||||
2025-07-31 | 13F/A | Avion Wealth | 22 | 0,00 | 0 | |||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 848 | 3,27 | 0 | |||||
2025-08-14 | 13F | KKM Financial LLC | 29 599 | −2,21 | 2 775 | 5,80 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 169 916 | −0,78 | 15 627 | 7,27 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 131 832 | 6,81 | 12 125 | 15,48 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 11 000 | 0,00 | 1 048 | 5,12 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 238 479 | −1,38 | 21 933 | 6,61 | ||||
2025-04-22 | 13F | SK Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 25 425 | 0,00 | 2 338 | 8,14 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2 470 | 0,16 | 210 | −3,23 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 6 704 | −6,53 | 617 | 10,20 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 29 977 | −1,53 | 2 757 | 6,45 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 70 233 | −3,64 | 6 459 | 4,18 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 3 800 | 0,00 | 349 | 8,05 | ||||
2025-07-30 | 13F | Covenant Partners, LLC | 1 367 | −9,35 | 126 | −2,34 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 15 868 | −9,61 | 1 459 | −2,28 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 4 752 | 0,00 | 437 | 8,17 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 460 | 0,00 | 42 | 7,69 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 900 | 83 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 2 518 | 0,00 | 232 | 7,94 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 176 467 | 30,16 | 16 230 | 40,72 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 562 | 0,00 | 52 | 8,51 | ||||
2025-08-14 | 13F | Voya Investment Management Llc | 129 049 | −27,52 | 11 869 | −21,64 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 5 681 | 0,00 | 522 | 8,07 | ||||
2025-07-21 | 13F | Consolidated Investment Group LLC | 323 140 | 0,00 | 29 719 | 8,11 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 7 602 | 0,00 | 699 | 8,20 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2 767 | 254 | ||||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 34 857 | 26,20 | 3 206 | 36,44 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 1 364 | 0,00 | 125 | 7,76 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 2 565 | 0,00 | 236 | 7,80 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2 373 | 0,00 | 218 | 6,34 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 11 192 | 3,28 | 1 029 | 11,73 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 136 082 | −11,67 | 12 514 | −4,52 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 9 002 | 1,12 | 828 | 9,25 | ||||
2025-08-04 | 13F | Ledyard National Bank | 4 619 | −1,07 | 425 | 6,80 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4 619 | 0,04 | 425 | 5,47 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 000 | 0,00 | 92 | 7,06 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4 853 | 0,39 | 446 | 8,52 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 162 | 386 | ||||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 114 518 | 58,98 | 10 532 | 71,89 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 74 310 | 3,43 | 6 834 | 11,83 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 3 025 | 0,00 | 0 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Davis R M Inc | 17 781 | −5,09 | 1 635 | 2,64 | ||||
2025-05-13 | 13F | Clearbridge Investments, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 766 | 0,00 | 70 | 7,69 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 6 191 | 0,00 | 569 | 8,17 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 4 747 | 437 | ||||||
2025-07-10 | 13F | Moody National Bank Trust Division | 136 702 | −0,85 | 12 572 | 7,19 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 175 456 | −1,33 | 16 137 | 6,67 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Hilltop National Bank | 87 | 0,00 | 8 | 14,29 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 7 249 | 21,98 | 667 | 31,88 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 4 218 | −26,72 | 388 | −20,86 | ||||
2025-08-13 | 13F | Bollard Group LLC | 2 356 | 0,17 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 682 560 | −14,22 | 62 891 | −7,09 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 2 474 | 228 | ||||||
2025-05-02 | 13F | Napatree Capital Llc | 17 809 | 15,91 | 1 515 | 11,56 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 3 257 | −6,92 | 300 | 0,67 | ||||
2025-07-23 | 13F | Vontobel Holding Ltd. | 9 925 | 0,00 | 913 | 8,06 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 34 828 | −0,75 | 3 203 | 7,30 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 2 612 | −0,27 | 240 | 8,11 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 305 | −50,00 | 28 | −45,10 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 24 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | ICW Investment Advisors LLC | 7 274 | −0,57 | 669 | 7,40 | ||||
2025-07-30 | 13F | Whittier Trust Co | 185 101 | −1,97 | 17 024 | 5,99 | ||||
2025-08-12 | 13F | Sfmg, Llc | 5 637 | 0,00 | 518 | 8,14 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 4 702 | 0,30 | 432 | 8,54 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 183 | 52,34 | 2 868 | 64,68 | ||||
2025-08-15 | 13F | Keel Point, LLC | 4 434 | 408 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 599 | 9,16 | 423 | 17,88 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 67 807 | −1,84 | 6 236 | 14,91 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 193 | 18 | ||||||
2025-07-11 | 13F | Grove Bank & Trust | 25 600 | 0,00 | 2 354 | 8,13 | ||||
2025-07-16 | 13F/A | CX Institutional | 184 | −75,69 | 0 | |||||
2025-07-31 | 13F | Mycio Wealth Partners, Llc | 47 015 | 2,77 | 4 324 | 11,10 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3 042 | 0,00 | 280 | 8,14 | ||||
2025-08-14 | 13F | Premier Financial Group | 2 208 | 207 | ||||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 20 451 | 5,11 | 1 881 | 13,60 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 37 688 | 2,80 | 3 466 | 6,98 | ||||
2025-07-07 | 13F | HMS Capital Management, LLC | 4 393 | 0,00 | 404 | 20,60 | ||||
2025-08-06 | 13F | Washington Trust Bank | 134 375 | −0,01 | 12 358 | 8,11 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 42 910 | −21,12 | 3 946 | −14,72 | ||||
2025-04-14 | 13F | Northstar Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 11 522 | 0,00 | 1 060 | 8,06 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 13 484 | 0,00 | 1 240 | 8,11 | ||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 1 555 | −7,00 | 143 | 0,70 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 2 958 | −31,18 | 272 | −25,48 | ||||
2025-08-14 | 13F | London Co Of Virginia | 6 | 200,00 | 1 | |||||
2025-07-16 | 13F | Patton Fund Management, Inc. | 165 655 | 2,29 | 15 235 | 10,59 | ||||
2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 56 275 | 2,91 | 5 176 | 11,24 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7 051 | −0,09 | 648 | 8,00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 292 367 | −3,99 | 26 889 | 3,79 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 1 932 | −17,08 | 178 | −10,61 | ||||
2025-08-01 | 13F | First National Trust Co | 131 059 | 9,10 | 12 053 | 17,95 | ||||
2025-08-07 | 13F | Future Fund LLC | 3 286 | 302 | ||||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 5 767 | 530 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 835 | 30,67 | 77 | 40,74 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 8 123 | −10,95 | 747 | −3,61 | ||||
2025-08-14 | 13F | Brandywine Trust Co | 2 667 | 0,00 | 245 | 8,41 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 686 | 63 | ||||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 3 791 | 520,46 | 349 | 582,35 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 98 161 | −17,01 | 9 028 | −10,28 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 28 500 | 0,00 | 2 621 | 8,13 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 6 840 | −1,24 | 1 | |||||
2025-08-08 | 13F | Principal Financial Group Inc | 60 349 | −14,48 | 5 550 | −7,55 | ||||
2025-07-23 | 13F | New England Professional Planning Group Inc. | 10 531 | 0,07 | 969 | 8,16 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 343 | 0,00 | 32 | 6,90 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 828 507 | −1,03 | 77 648 | 9,04 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 13 793 | 6,43 | 1 269 | 15,06 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 3 150 | 0,00 | 290 | 8,24 | ||||
2025-04-30 | 13F | Vestia Personal Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Miller Investment Management, LP | 226 917 | −1,13 | 20 870 | 6,89 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 299 | 395 | ||||||
2025-07-14 | 13F | CRA Financial Services, LLC | 3 776 | −8,04 | 347 | −0,57 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 6 728 | 619 | ||||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 5 700 | −2,86 | 524 | 5,01 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 8 642 | 0,00 | 795 | 8,03 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 9 606 | 0,46 | 883 | 8,61 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 2 368 | 218 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 68 668 | 20,72 | 5 921 | 17,90 | ||||
2025-08-06 | 13F | North Capital, Inc. | 659 | −43,14 | 61 | −38,78 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 24 | −4,00 | 2 | 0,00 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 8 071 | −0,96 | 742 | 7,07 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 042 814 | −1,44 | 96 | 5,56 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 70 446 | −0,05 | 6 479 | 8,06 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 931 | −22,09 | 86 | −15,84 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 6 120 | 0,00 | 563 | 8,08 | ||||
2025-07-15 | 13F | Postrock Partners Llc | 6 376 | −67,01 | 586 | −64,36 | ||||
2025-07-30 | 13F | Advantage Trust Co | 304 | 28 | ||||||
2025-08-18 | 13F | Brick & Kyle, Associates | 38 873 | 0,11 | 4 | 0,00 | ||||
2025-05-06 | 13F | WMG Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | First American Trust, Fsb | 5 995 | 0,00 | 551 | 8,25 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 2 076 | 0,00 | 191 | 7,95 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 4 214 | 0,00 | 388 | 8,10 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 732 758 | −5,42 | 67 392 | 2,25 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 250 817 | 14,70 | 23 068 | 24,01 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 826 | −12,70 | 260 | −5,82 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 3 157 | −2,71 | 300 | 7,94 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 2 700 | 0,00 | 248 | 8,30 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 59 916 | −1,05 | 5 510 | 6,97 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 28 404 | 0,30 | 2 612 | 8,43 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 430 | 9,79 | 407 | 18,66 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 128 | 0,00 | 12 | 10,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 11 256 | −18,42 | 1 035 | −11,76 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 1 104 995 | −0,61 | 101 627 | 7,45 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 480 | 0,00 | 44 | 10,00 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 60 858 | −2,53 | 5 597 | 5,39 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 8 845 | −18,46 | 813 | −11,82 | ||||
2025-04-29 | 13F | Hm Payson & Co | 3 932 | −9,65 | 334 | −13,02 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 21 109 | 16,81 | 1 941 | 26,28 | ||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 18 451 | 10,41 | 1 697 | 19,35 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 732 758 | −5,42 | 67 392 | 2,25 | ||||
2025-07-21 | 13F | Riverview Trust Co | 3 180 | 0,00 | 292 | 8,15 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 135 960 | 17,60 | 12 504 | 27,14 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 7 122 | 0,86 | 655 | 9,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 6 192 793 | 204,24 | 569 550 | 228,92 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 7 058 | 0,07 | 649 | 8,17 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 92 | 0,00 | 8 | 14,29 | ||||
2025-05-12 | 13F | FF Advisors,LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 18 830 | 51,14 | 1 732 | 63,46 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 908 254 | 2,76 | 83 532 | 11,09 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 81 795 | −1,41 | 7 523 | 6,59 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 20 231 | −2,93 | 1 861 | 4,97 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 2 860 | 263 | ||||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 23 977 | 1,24 | 2 205 | 9,48 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 6 318 | 581 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 137 | 45,74 | 13 | 71,43 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 4 437 | 0,00 | 408 | 8,22 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 165 799 | 2,75 | 15 249 | 11,08 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 5 980 | −0,71 | 557 | 15,08 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 3 104 | 285 | ||||||
2025-07-18 | 13F | Trust Co Of Vermont | 2 456 | 0,00 | 226 | 8,17 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 6 520 | −5,08 | 600 | 2,57 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 61 672 | 0,02 | 5 672 | 8,12 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 26 842 | −21,46 | 2 469 | −15,10 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 6 005 | 0,00 | 552 | 8,24 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 5 907 | 0,00 | 543 | 8,17 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 140 970 | −2,23 | 12 965 | 5,70 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 850 | −49,70 | 78 | −45,45 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 5 180 | 0,00 | 0 | |||||
2025-08-04 | 13F | AMG National Trust Bank | 3 796 616 | 0,22 | 349 175 | 8,35 | ||||
2025-07-10 | 13F | Trust Point Inc. | 96 356 | −8,93 | 8 862 | −1,56 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 23 951 | 0,00 | 2 203 | 8,10 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4 675 | 430 | ||||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4 655 | −14,56 | 428 | −7,56 | ||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3 288 | 302 | ||||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 930 420 | 35,92 | 85 571 | 46,94 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 6 333 | 0,00 | 582 | 8,18 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 8 535 | 785 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 38 | 3 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 79 490 | 938,27 | 7 | |||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 709 795 | 1,07 | 249 220 | 9,27 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | St Germain D J Co Inc | 216 | 20 | ||||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 56 563 | 15,40 | 5 202 | 24,78 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 2 466 | 0,00 | 232 | 11,59 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 26 129 | 2 403 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 8 316 | 0,36 | 765 | 8,52 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 2 390 | 2,88 | 220 | 11,17 | ||||
2025-07-15 | 13F | Graypoint LLC | 7 490 | −17,23 | 689 | −10,53 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 4 840 | 0,00 | 445 | 8,27 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 9 271 | −1,28 | 853 | 6,77 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 215 | 2 587,50 | 20 | |||||
2025-07-22 | 13F | Romano Brothers And Company | 2 375 | 0,00 | 218 | 7,92 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 8 300 | −71,10 | 763 | −68,76 | ||||
2025-08-14 | 13F | Comerica Bank | 544 897 | −0,01 | 50 114 | 8,10 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 3 779 | 0,00 | 348 | 8,10 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 672 | −12,27 | 62 | −6,15 | ||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 320 | 0,00 | 29 | 11,54 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 1 140 | −41,18 | 105 | −36,59 | ||||
2025-07-11 | 13F | Diversified Trust Co | 84 697 | −1,98 | 7 790 | 5,97 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 10 600 | 0,00 | 975 | 8,10 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 9 974 | 0,00 | 917 | 8,14 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 8 284 | −22,43 | 762 | −16,19 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 7 657 | −0,21 | 704 | 7,98 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 12 511 | 0,00 | 1 151 | 8,08 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 108 | 0,00 | 10 | 0,00 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 65 341 | −77,38 | 6 | −76,92 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 39 251 | 0,20 | 3 339 | −3,55 | ||||
2025-08-11 | 13F | ARS Investment Partners, LLC | 2 500 | 0,00 | 230 | 3,62 | ||||
2025-08-14 | 13F | Hillman Capital Management, Inc. | 2 433 | 0,16 | 224 | 8,25 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 471 | 0,43 | 43 | 10,26 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4 710 | 433 | ||||||
2025-07-21 | 13F | Mechanics Financial Corp | 1 231 | −13,98 | 113 | −6,61 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 4 553 | 0,00 | 419 | 8,01 | ||||
2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 2 332 | 215 | ||||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 518 | 0,00 | 48 | 6,82 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 427 | −1,93 | 499 | 6,17 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 1 541 | 0,00 | 142 | 7,63 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 073 681 | 2,01 | 98 746 | 10,29 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 7 902 | 0,00 | 727 | 8,04 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 421 | −7,12 | 131 | 0,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10 680 | 16,04 | 982 | 25,58 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 14 406 | −27,59 | 1 325 | −21,75 | ||||
2025-07-17 | 13F | Greenleaf Trust | 79 962 | −3,38 | 7 354 | 4,46 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 33 | 3 | ||||||
2025-08-06 | 13F | Horan Securities, Inc. | 20 446 | 0,06 | 1 880 | 8,17 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 12 942 | −19,81 | 1 190 | −13,27 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 166 295 | 9,37 | 15 294 | 18,24 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 53 134 | 5,30 | 4 887 | 13,84 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 29 501 | −1,03 | 2 713 | 7,02 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 831 | 0,12 | 76 | 2,70 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 500 | 0,00 | 46 | 7,14 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1 325 | −86,97 | 122 | −86,01 | ||||
2025-07-29 | 13F | Regions Financial Corp | 291 489 | 15,36 | 26 808 | 24,72 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 4 672 | −0,95 | 430 | 6,98 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 128 412 | −0,12 | 11 810 | 7,99 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 5 312 | −2,91 | 452 | −6,63 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 8 225 | 1 | ||||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 57 927 | 0,95 | 5 328 | 9,14 | ||||
2025-07-07 | 13F | Investors Research Corp | 18 173 | 0,00 | 1 671 | 8,16 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 15 266 | −16,19 | 1 404 | −9,36 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 27 089 | −23,33 | 2 491 | −17,10 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 5 180 | −0,38 | 476 | 7,69 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 29 709 | −5,41 | 2 732 | 2,28 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 15 824 | 0,36 | 1 455 | 8,50 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 4 810 | −28,95 | 442 | −23,13 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 2 700 | 0,00 | 0 | |||||
2025-08-06 | 13F | Eukles Asset Management | 166 | 0,00 | 15 | 7,14 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 39 246 | −2,36 | 3 609 | 5,56 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 45 591 | 0,05 | 4 193 | 8,18 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 3 238 | 300 | ||||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 11 035 | 0,23 | 1 | |||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 4 218 | 0,00 | 388 | 8,10 | ||||
2025-05-06 | 13F | Winch Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Nvest Financial, LLC | 20 339 | −45,46 | 1 871 | −41,05 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 164 069 | 1,92 | 15 089 | 10,19 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 277 | 0,63 | 117 | 4,46 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 15 049 | −6,23 | 1 384 | 1,39 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 13 888 | 4,34 | 1 277 | 12,81 | ||||
2025-08-14 | 13F | Aristotle Capital Boston, LLC | 1 692 | −72,93 | 156 | −70,81 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 2 450 | −9,99 | 225 | −2,60 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 7 885 | 208,01 | 725 | 234,10 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 1 630 714 | −12,93 | 150 | −6,29 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 3 075 | 0,00 | 283 | 8,05 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 92 010 | −0,55 | 7 827 | −4,29 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 8 674 | 0,99 | 798 | 9,18 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 35 515 | 0,00 | 3 266 | 8,11 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 12 837 | 0,79 | 1 181 | 8,96 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 33 985 | −1,45 | 3 126 | 7,68 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 3 058 | −1,80 | 281 | 6,44 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 614 | 3,91 | 332 | 12,54 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 4 475 | −6,09 | 412 | 1,48 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 49 953 | 9,81 | 4 594 | 18,74 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 7 823 | −0,60 | 719 | 7,47 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 20 191 | 0,00 | 1 857 | 8,10 | ||||
2025-07-24 | 13F | Strong Tower Advisory Services | 9 600 | 0,00 | 883 | 20,49 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 150 016 | −0,83 | 13 797 | 7,21 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 8 397 | −0,62 | 772 | 7,52 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 18 489 | −13,20 | 1 700 | −6,18 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3 540 276 | 4,36 | 331 052 | 11,48 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 2 794 | 0,00 | 257 | 8,02 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 2 618 | −31,43 | 241 | −25,93 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 2 299 | −17,98 | 211 | −11,34 | ||||
2025-08-05 | 13F | Key FInancial Inc | 472 | −58,92 | 43 | −55,67 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 012 | 277 | ||||||
2025-08-12 | 13F | Weaver Consulting Group | 3 058 | 0,00 | 281 | 8,08 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 3 550 | −29,00 | 326 | −23,29 | ||||
2025-08-13 | 13F | M&t Bank Corp | 451 557 | −6,84 | 41 529 | 0,72 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 28 369 | 0,00 | 2 609 | 8,12 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 21 974 | −12,95 | 2 021 | −5,92 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 1 767 | 0,28 | 163 | 8,72 | ||||
2025-08-04 | 13F | Buckhead Capital Management Llc | 7 791 | 0,00 | 717 | 8,16 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 840 | 0,00 | 0 | |||||
2025-07-02 | 13F | InvesTrust | 4 743 | 0,00 | 436 | 8,19 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 749 | 0,00 | 69 | 7,94 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 61 318 | 11,44 | 5 639 | 20,49 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 568 | −1,38 | 236 | 15,69 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 10 004 | 3,63 | 920 | 12,06 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 48 604 | 4 470 | ||||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 98 182 | −1,42 | 9 030 | 6,57 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77 871 | 1,60 | 7 162 | 9,83 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 8 864 | 0,29 | 826 | 9,85 | ||||
2025-08-13 | 13F | Alerus Financial Na | 384 562 | −2,04 | 35 368 | 5,90 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17 249 | 1,17 | 1 586 | 9,00 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 934 | 4,93 | 362 | 13,52 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 17 638 | 0,00 | 1 622 | 8,13 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 27 592 | −12,23 | 2 538 | −5,12 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 4 321 | 0,00 | 409 | 12,67 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 2 295 | 0 | ||||||
2025-07-21 | 13F | Pacific Financial Group Inc | 10 531 | 0,03 | 969 | 8,16 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 73 587 | 67,91 | 6 768 | 81,52 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 831 | 5,23 | 444 | 13,85 | ||||
2025-08-08 | 13F | First Western Trust Bank | 1 153 332 | −1,91 | 106 072 | 6,05 | ||||
2025-08-08 | 13F | Advisory Resource Group | 6 455 | −1,91 | 594 | 6,08 | ||||
2025-07-15 | 13F | Cassia Capital Partners, LLC | 7 290 | −0,78 | 670 | 7,20 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 3 216 | 0,00 | 296 | 8,06 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 500 | −10,71 | 0 | |||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 7 481 | 0,00 | 688 | 8,18 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 2 713 | 1,42 | 250 | 9,69 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 128 882 | 3,08 | 11 853 | 11,45 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 4 229 | 0,00 | 389 | 7,78 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 21 331 | −3,13 | 1 962 | 4,70 | ||||
2025-07-17 | 13F | Campion Asset Management LLC | 105 360 | −0,84 | 9 690 | 7,20 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 764 | −33,07 | 714 | −27,59 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 121 136 | 7,87 | 11 141 | 16,62 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 11 336 | −7,00 | 1 043 | 0,58 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 5 020 | −3,31 | 462 | 4,54 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 2 450 | 0,33 | 225 | 8,70 | ||||
2025-07-15 | 13F | Well Done, LLC | 14 665 | 11,24 | 1 349 | 15,71 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 17 994 | −1,64 | 1 655 | 6,30 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 4 414 | 2,03 | 406 | 10,63 | ||||
2025-07-23 | NP | IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I | 3 815 | 23,30 | 339 | 22,83 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 95 864 | 2,59 | 8 817 | 10,91 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 6 907 | 0,00 | 609 | 0,00 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 6 600 | 0,00 | 607 | 8,20 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 805 274 | 6,64 | 74 061 | 15,29 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1 275 | 0,00 | 117 | 8,33 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 410 | 0,00 | 38 | 8,82 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 19 466 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 384 394 | −2,68 | 35 353 | 5,21 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P | 29 558 | −16,22 | 2 718 | −9,43 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 071 | 4,38 | 742 | 12,94 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 16 570 | 0,00 | 2 | 0,00 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 20 593 | −91,05 | 224 | −98,86 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 5 381 | 4,83 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35 655 | 19,86 | 3 279 | 29,60 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5 250 | 1,25 | 483 | 9,30 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 7 592 | −0,26 | 698 | 7,88 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 220 910 | 6,22 | 20 317 | 14,84 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 765 110 | −1,55 | 70 367 | 6,43 | ||||
2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 3 200 | 294 | ||||||
2025-07-14 | 13F | Golden State Equity Partners | 7 267 | −0,16 | 668 | 7,92 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | 56 615 | 185,65 | 5 207 | 208,78 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 106 120 | 0,65 | 9 760 | 8,81 | ||||
2025-07-08 | 13F | Ballew Advisors, Inc | 6 681 | 0,04 | 626 | 17,89 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 24 481 | −2,76 | 2 252 | 5,14 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 22 305 | 0,00 | 2 051 | 8,12 | ||||
2025-05-15 | 13F | Running Point Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3 028 | 0,00 | 278 | 8,17 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 25 986 | −8,17 | 2 390 | −0,75 | ||||
2025-08-12 | 13F | MAI Capital Management | 434 754 | 14,54 | 39 984 | 23,83 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 3 722 | 0,00 | 342 | 8,23 | ||||
2025-07-29 | 13F | Parthenon Llc | 9 743 | −5,62 | 896 | 2,05 | ||||
2025-06-24 | NP | SWMCX - Schwab U.S. Mid-Cap 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 | 34 500 | 23,21 | 2 903 | 12,65 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 79 398 | −1,05 | 7 302 | 6,99 | ||||
2025-04-23 | 13F | Aspetuck Financial Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | City State Bank | 40 | 4 | ||||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 14 251 | 34,08 | 1 311 | 44,91 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 398 | −4,33 | 37 | 2,86 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 340 | −64,00 | 399 | −62,39 | ||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 13 785 | 9,96 | 1 268 | 18,86 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 467 506 | 2,53 | 42 997 | 10,85 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 16 066 | 0,00 | 1 478 | 8,13 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 2 217 | 204 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19 801 | 2,56 | 1 821 | 10,90 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 6 170 | 0,00 | 567 | 8,21 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 2 205 | 203 | ||||||
2025-07-14 | 13F | E&G Advisors, LP | 5 000 | 0,00 | 460 | 8,00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 887 | −21,45 | 541 | −15,07 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 4 076 | 0,00 | 375 | 8,09 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 163 125 | 0,80 | 15 003 | 8,98 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 3 286 | 302 | ||||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5 022 | −2,11 | 462 | 5,73 | ||||
2025-08-26 | NP | IRMAX - Voya RussellTM Mid Cap Index Portfolio Class ADV | 77 367 | −20,82 | 7 115 | −14,39 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 67 126 | 1,18 | 6 174 | 9,39 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 183 040 | −2,95 | 16 834 | 4,93 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 706 | −28,90 | 249 | −23,22 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 45 906 | 2,17 | 4 222 | 10,44 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 1 980 792 | 0,18 | 182 173 | 8,31 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 614 856 | 1,14 | 240 488 | 9,34 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 5 026 | 0,16 | 462 | 8,45 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 2 753 | 0,00 | 253 | 8,12 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 17 148 | −0,20 | 1 577 | 7,94 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 18 717 | −13,34 | 1 721 | −6,31 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44 069 | 0,00 | 4 053 | 8,14 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 523 | 0,00 | 140 | 8,53 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 8 | 0,00 | 1 | |||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 16 432 | 0,00 | 1 511 | 8,16 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 958 | −34,29 | 88 | −29,03 | ||||
2025-03-18 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 108 | 1,63 | 378 | 9,91 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 54 207 | 4 985 | ||||||
2025-08-04 | 13F | Heritage Investors Management Corp | 17 310 | −1,56 | 2 | 0,00 | ||||
2025-07-29 | 13F | TFC Financial Management | 5 605 | 0,00 | 515 | 8,19 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 593 | 0,00 | 238 | 8,18 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 25 653 | 0,69 | 2 359 | 8,86 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 27 992 | 0,12 | 2 574 | 8,24 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 668 | −2,77 | 62 | 6,90 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 501 | 0,00 | 46 | 9,52 | ||||
2025-08-08 | 13F | Bailard, Inc. | 131 412 | −5,11 | 12 086 | 2,59 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 3 404 | 0,00 | 313 | 8,30 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 3 000 | 276 | ||||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 81 786 | −3,00 | 7 522 | 4,87 | ||||
2025-05-09 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Cfm Wealth Partners Llc | 69 726 | 1,33 | 6 413 | 9,55 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 7 299 | 0,00 | 671 | 8,23 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 17 596 | −25,48 | 1 618 | −19,42 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 | −88,24 | 0 | −100,00 | ||||
2025-07-08 | 13F | Lpwm Llc | 41 863 | −0,52 | 3 850 | 7,57 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 5 465 | 0,00 | 503 | 8,19 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 425 | 54,55 | 39 | 69,57 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 482 136 | 0,34 | 44 342 | 8,48 | ||||
2025-08-19 | 13F | MRP Capital Investments, LLC | 2 571 | 0,00 | 236 | 8,26 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 553 | −13,13 | 327 | −6,05 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 12 523 | −4,68 | 1 152 | 3,04 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 398 | 10,56 | 37 | 20,00 | ||||
2025-08-14 | 13F | Dagco, Inc. | 26 114 | −1,81 | 2 402 | 6,15 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 2 476 | −14,30 | 228 | −7,35 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 2 062 | 0,00 | 190 | 8,00 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 448 | 0,00 | 41 | 7,89 | ||||
2025-04-17 | 13F | Avid Wealth Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 2 410 | 0,00 | 222 | 7,80 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 5 337 | 0,00 | 491 | 7,93 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 15 142 | 0,00 | 1 393 | 8,07 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 189 | 1,15 | 937 | 5,28 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 10 326 | −1,49 | 950 | 6,51 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 296 320 | −20,90 | 27 253 | −14,49 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 15 798 | 0,00 | 1 453 | 8,12 | ||||
2025-07-23 | 13F | Wise Wealth Partners | 6 170 | 77,10 | 567 | 91,55 | ||||
2025-08-13 | 13F | American Money Management, LLC | 2 800 | 0,00 | 258 | 7,98 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 292 | 0,00 | 119 | 8,26 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-28 | 13F | JGP Wealth Management, LLC | 3 681 | 8,78 | 339 | 17,77 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 32 427 | 0,89 | 2 982 | 9,07 | ||||
2025-07-11 | 13F | Thomasville National Bank | 6 792 | −1,34 | 625 | 6,67 | ||||
2025-08-04 | 13F | Atria Investments Llc | 26 399 | 12,13 | 2 428 | 21,23 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 4 932 | −20,55 | 454 | −14,20 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 5 906 | 30,40 | 547 | 41,71 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 10 231 | 0,00 | 941 | 8,05 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 270 | 0 | ||||||
2025-06-26 | NP | BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A | 48 669 | −26,03 | 4 095 | −32,39 | ||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 732 758 | −5,42 | 67 392 | 2,25 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 848 | 262 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 50 690 | 3,59 | 4 662 | 11,99 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 23 229 | 2,10 | 2 136 | 10,39 | ||||
2025-07-09 | 13F | Woodstock Corp | 163 843 | −1,31 | 15 069 | 6,69 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 4 358 | 24,55 | 401 | 34,68 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 3 826 | 0,03 | 352 | 8,00 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 42 102 | −7,54 | 3 872 | −0,03 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 145 750 | 2,36 | 13 405 | 10,66 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 5 260 | 0,00 | 490 | 14,22 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 396 | −2,55 | 312 | 5,41 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 26 011 | 0,29 | 2 392 | 8,43 | ||||
2025-08-12 | 13F | Argent Trust Co | 131 368 | 34,00 | 12 082 | 44,87 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 4 716 | 0,00 | 434 | 7,98 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 30 382 | 13,82 | 2 794 | 23,08 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 83 083 | −0,21 | 7 641 | 7,88 | ||||
2025-08-08 | 13F | Firestone Capital Management | 2 224 | 205 | ||||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 67 227 | 1,25 | 6 408 | 13,46 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 3 884 | 0,00 | 357 | 8,18 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2 570 | 0,00 | 239 | 9,63 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 10 394 | 0,00 | 956 | 8,03 | ||||
2025-07-31 | 13F | New Hampshire Trust | 5 069 | 0,00 | 466 | 8,12 | ||||
2025-07-28 | 13F | Ckw Financial Group | 7 | 0 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 145 | 0,00 | 13 | 8,33 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 6 933 | 0,00 | 638 | 8,15 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 6 786 | −0,76 | 624 | 7,40 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 3 653 | −3,51 | 336 | 4,04 | ||||
2025-08-13 | 13F | Wealthquest Corp | 8 015 | −10,02 | 737 | −2,64 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 273 859 | 3,37 | 25 187 | 11,75 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 2 924 | 0,00 | 269 | 8,06 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Peoples Bank /oh | 19 195 | −14,25 | 1 765 | −7,30 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 13 404 | −4,28 | 1 233 | 3,44 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 7 817 | −1,45 | 719 | 6,53 | ||||
2025-08-06 | 13F | Simmons Bank | 20 161 | 7,68 | 1 854 | 16,46 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 2 824 | −1,19 | 260 | 6,58 | ||||
2025-07-07 | 13F | Trust Co | 4 171 | −17,42 | 384 | −10,72 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 2 666 | 0,00 | 228 | 0,44 | ||||
2025-07-23 | NP | VVJEX - Voya VACS Series MCV Fund | 10 541 | 101,43 | 938 | 100,21 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 84 826 | 4,20 | 7 902 | 14,11 | ||||
2025-07-29 | 13F | Northeast Investment Management | 4 209 | −3,79 | 387 | 4,03 | ||||
2025-07-31 | 13F | Warburton Capital Management, LLC | 2 272 | 0 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71 161 | 22,33 | 6 545 | 32,26 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 16 214 | 0,00 | 1 491 | 8,12 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 87 202 | 8 020 | ||||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 6 325 | 15,21 | 582 | 24,68 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 18 494 | −4,64 | 1 701 | 3,09 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 14 | −96,09 | 1 | −96,67 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 42 799 | 50,55 | 3 936 | 62,78 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 70 780 | 0,66 | 6 510 | 8,83 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 6 784 | 0,00 | 637 | 11,56 | ||||
2025-08-12 | 13F | Farmers National Bank | 17 221 | 0,00 | 1 584 | 8,13 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 9 633 | 886 | ||||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 5 079 | 0,24 | 468 | 9,37 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 17 238 | 3,84 | 1 585 | 12,25 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 202 346 | 10,86 | 18 610 | 19,85 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 227 | 205 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrature Capital Ltd | 3 402 | 313 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 5 537 | 509 | ||||||
2025-08-05 | 13F | Israel Discount Bank of New York | 5 412 | −11,70 | 498 | −4,61 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 4 200 | −46,84 | 386 | −42,56 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 21 467 | −4,32 | 1 974 | 3,46 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 29 765 | 0,15 | 2 738 | 8,27 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 9 511 | 1,05 | 875 | 9,25 | ||||
2025-07-24 | 13F | Blair William & Co/il | 137 031 | −3,79 | 12 603 | 4,01 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 4 643 | 39,26 | 427 | 50,88 | ||||
2025-08-11 | 13F | Poehling Capital Management, LLC | 3 588 | 0,00 | 330 | 7,87 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 3 003 | 276 | ||||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 12 010 | −0,25 | 1 | 0,00 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 18 134 | −17,82 | 1 668 | −11,19 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 40 676 | 7,81 | 3 741 | 16,55 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 1 643 054 | −3,24 | 151 112 | 4,61 | ||||
2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 19 081 | 4,27 | 1 755 | 14,94 | ||||
2025-04-16 | 13F | Campbell Newman Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 5 344 | 0,00 | 491 | 8,15 | ||||
2025-08-06 | 13F | Climber Capital SA | 23 192 | 0,00 | 2 017 | 28,55 | ||||
2025-07-29 | 13F | Shelter Mutual Insurance Co | 4 050 | 372 | ||||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 3 350 | −1,03 | 308 | 7,32 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 664 | −66,02 | 61 | −63,25 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 768 | 0,14 | 530 | 8,16 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 53 896 | −0,81 | 5 | 0,00 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 10 917 | 0,00 | 1 004 | 8,19 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 700 | −67,92 | 156 | −65,33 | |||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5 762 | −2,17 | 530 | 5,59 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 60 814 837 | −2,63 | 5 593 141 | 5,27 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 14 463 | −0,41 | 1 330 | 7,69 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 17 669 | 0,00 | 1 625 | 8,12 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 23 482 | 0,00 | 2 | 100,00 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | First Manhattan Co | 3 638 | −20,71 | 335 | −14,36 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 8 460 | −1,72 | 1 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 119 | 0,43 | 1 390 | 9,11 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 2 463 | −2,26 | 227 | 5,61 | ||||
2025-07-25 | 13F | Cypress Capital Group | 11 417 | −28,83 | 1 050 | −23,02 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 276 | 22,12 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 6 203 | 2,56 | 1 | |||||
2025-07-18 | 13F | Vigilare Wealth Management | 18 396 | 1 692 | ||||||
2025-07-30 | 13F | Gables Capital Management Inc. | 190 | 0,00 | 17 | 6,25 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 25 500 | 87,50 | 2 345 | 102,85 | |||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 341 | 3,67 | 1 595 | 12,10 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 38 205 | −39,80 | 3 514 | −34,93 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 136 | 201 | ||||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 082 | 99 | ||||||
2025-07-22 | 13F | Apexium Financial, Lp | 2 937 | 0,24 | 270 | 8,43 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 49 | 5 | ||||||
2025-08-06 | 13F | Stokes Family Office, LLC | 2 208 | 203 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 364 | 13,10 | 1 045 | 22,37 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 267 915 | −1,29 | 25 | 4,35 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 29 163 | −24,44 | 2 682 | −18,31 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 381 204 | 33,28 | 35 059 | 44,09 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 2 430 | −6,83 | 224 | 0,90 | ||||
2025-04-28 | 13F | Global Strategic Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Rhumbline Advisers | 4 778 | −70,90 | 439 | −68,55 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 29 125 | 1,54 | 2 729 | 11,89 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 22 284 | −4,81 | 2 049 | 2,91 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 190 | 16 | ||||||
2025-07-10 | 13F | Brady Family Wealth, Llc | 7 403 | 0,00 | 681 | 8,11 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 58 531 | −27,27 | 5 383 | −21,37 | ||||
2025-08-01 | 13F | Bolthouse Investments, LLC | 5 919 | 0,00 | 544 | 8,15 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 4 740 | 0,00 | 436 | 7,94 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 17 166 | −3,21 | 1 579 | 4,64 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 128 801 | 5,48 | 11 846 | 14,03 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 5 706 | 0,00 | 525 | 8,04 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 118 327 | 123,98 | 10 883 | 142,15 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 100 800 | 221,02 | 9 271 | 247,06 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 600 | 331 | |||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 3 095 | 0,00 | 285 | 7,98 | ||||
2025-05-15 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 31 980 | −12,44 | 2 941 | −5,34 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 3 811 | 0,00 | 350 | 8,02 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 35 033 | 0,12 | 3 222 | 8,23 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 3 380 | 311 | ||||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 93 | 257,69 | 9 | 300,00 | ||||
2025-07-10 | 13F | Sky Investment Group LLC | 232 | 1,31 | ||||||
2025-08-14 | 13F | RMB Capital Management, LLC | 65 345 | 123,10 | 6 010 | 141,23 | ||||
2025-07-29 | 13F | Community Bank of Raymore | 4 229 | 0,00 | 389 | 8,08 | ||||
2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 11 329 | 0,00 | 1 042 | 8,10 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10 581 | −55,01 | 973 | −51,35 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 26 391 | 1,41 | 2 427 | 9,67 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 22 601 | −17,47 | 2 079 | −10,78 | ||||
2025-04-30 | 13F | Iridian Asset Management Llc/ct | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 57 572 | 0,19 | 5 295 | 8,31 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 2 354 | 0,00 | 216 | 8,00 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 31 000 | 0,00 | 2 852 | 8,12 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 7 924 | 2,26 | 729 | 10,47 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11 629 | −63,21 | 1 | −50,00 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 15 370 | −15,19 | 1 414 | −8,31 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2 288 | 210 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 18 133 | −0,32 | 1 668 | 7,76 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 45 028 | −0,11 | 4 141 | 8,01 | ||||
2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 8 744 | 12,05 | 804 | 21,27 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 99 098 | −3,31 | 9 114 | 4,54 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 136 486 | 0,16 | 104 523 | 8,28 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 68 386 | 7,46 | 6 289 | 16,18 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 2 198 | 202 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 254 | −30,65 | 207 | −25,00 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 16 | 1 | ||||||
2025-07-18 | 13F | Fmb Wealth Management | 18 222 | 0,00 | 1 676 | 8,06 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 19 353 | −2,09 | 1 780 | 5,83 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-07 | 13F | Commerce Bank | 1 530 740 | 0,48 | 140 782 | 8,63 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 7 567 | 21,62 | 696 | 31,38 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 5 464 | −3,53 | 503 | 4,37 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1 539 | 0,00 | 142 | 8,46 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 6 273 | 0,00 | 577 | 8,07 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 5 907 | 29,65 | 543 | 40,31 | ||||
2025-07-31 | 13F | United Community Bank | 3 301 | −17,50 | 304 | −10,88 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 054 593 | 3,71 | 96 991 | 12,12 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3 757 | −17,56 | 346 | −10,85 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 2 595 | 0,00 | 239 | 8,18 | ||||
2025-08-06 | 13F | Nvwm, Llc | 38 319 | −10,78 | 3 524 | −3,53 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 2 285 | −0,13 | 210 | 8,25 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 3 335 | 0,00 | 307 | 8,13 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 15 912 | 2,68 | 1 463 | 11,00 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 741 | 0,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 62 143 | −3,21 | 5 715 | 4,65 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12 663 | 0,00 | 1 165 | 8,08 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 3 450 | 21,35 | 329 | 38,40 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 205 120 | 0,79 | 18 865 | 8,98 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 5 243 | −14,12 | 482 | −7,13 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 17 453 | −0,34 | 1 605 | 7,79 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 13 913 | 0,00 | 1 | 0,00 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 17 144 | −0,40 | 1 577 | 7,65 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7 137 | 0,30 | 656 | 8,43 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1 500 | 0,00 | 138 | 7,87 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 82 516 | 0,47 | 7 589 | 8,62 | ||||
2025-05-14 | 13F | Allstate Corp | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 42 982 | −1,33 | 3 953 | 6,69 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 38 686 | 27,37 | 3 558 | 37,71 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 4 858 | 0,00 | 447 | 7,99 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 12 354 | 6,68 | 1 092 | 10,86 | ||||
2025-04-22 | 13F | North Point Portfolio Managers Corp/oh | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith, Salley & Associates | 8 829 | −2,47 | 812 | 5,45 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 3 522 | 0,00 | 324 | 8,03 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 1 533 | 0,13 | 141 | 8,46 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 24 431 | −0,41 | 2 247 | 7,67 | ||||
2025-07-31 | 13F | CNB Bank | 1 425 | 0,00 | 131 | 8,26 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 519 | 0,04 | 232 | 7,94 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 8 439 | 0,17 | 776 | 8,38 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3 149 | 290 | ||||||
2025-07-23 | 13F | Optas, LLC | 3 800 | −6,93 | 349 | 0,58 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 882 080 | 7,97 | 81 125 | 16,73 | ||||
2025-08-05 | 13F | Huntington National Bank | 47 025 | 4,68 | ||||||
2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Centerpoint Advisory Group | 3 190 | 293 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 116 117 | −2,70 | 10 679 | 5,19 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 27 991 | 23,06 | 2 574 | 33,09 | ||||
2025-08-04 | 13F | Spire Wealth Management | 37 985 | −0,20 | 3 493 | 7,91 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 9 489 | 0,00 | 873 | 8,05 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 13 918 489 | −27,98 | 1 280 084 | −22,14 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 3 347 | 0,00 | 308 | 8,10 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 10 545 | 0,06 | 970 | 8,15 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 6 837 | 5,12 | 582 | 1,22 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 11 845 | −16,56 | 1 089 | −9,78 | ||||
2025-07-23 | 13F | Sachetta, LLC | 61 730 | −0,28 | 5 677 | 7,80 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 9 927 | 0,00 | 913 | 8,06 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 740 | 0,76 | 804 | 8,96 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 5 485 | 0,00 | 511 | 9,66 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 860 | −1,24 | 263 | 6,91 | ||||
2025-08-15 | 13F | Earnest Partners Llc | 21 027 | −42,00 | 1 934 | −37,30 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 3 639 | 0,00 | 335 | 8,09 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 8 226 | −0,84 | 757 | 7,23 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 604 864 | 29,56 | 55 648 | 40,06 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 31 766 | −40,72 | 2 921 | −38,32 | ||||
2025-08-07 | 13F | S&co Inc | 8 344 | 0,00 | 1 | |||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 2 782 | 0,00 | 256 | 8,05 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 115 795 | −13,31 | 10 650 | −6,28 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 559 | −51,63 | 235 | −47,78 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 11 256 | −10,82 | 1 035 | −3,54 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 366 | −40,87 | 34 | −36,54 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 39 188 070 | 2,41 | 3 604 127 | 10,71 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 738 | 0,00 | 68 | 8,06 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 2 964 | 0,00 | 273 | 7,94 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1 000 | 0,00 | 92 | 7,06 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 2 613 195 | 0,19 | 240 336 | 8,31 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 4 313 | 0,00 | 397 | 8,20 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 6 272 | 0,29 | 577 | 8,27 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 5 960 | 0,00 | 548 | 8,09 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9 437 | 6,96 | 868 | 15,60 | ||||
2025-07-11 | 13F | Busey Wealth Management | 25 162 | −0,54 | 2 314 | 7,53 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 14 284 | −0,27 | 1 314 | 7,80 | ||||
2025-08-14 | 13F | Marquette Associates, Inc. | 1 197 | 0,00 | 110 | 8,91 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 176 176 | −8,11 | 16 203 | −0,66 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 55 063 | −1,55 | 5 064 | 6,45 | ||||
2025-08-14 | 13F | Harris Associates L P | 1 000 | 92 | ||||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 35 001 | 0,01 | 3 219 | 8,13 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 26 998 | 0,38 | 2 483 | 8,52 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | GDS Wealth Management | 2 414 | 0,00 | 222 | 8,29 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 2 798 | 4,87 | 257 | 9,36 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5 529 | 508 | ||||||
2025-07-23 | 13F | West Paces Advisors Inc. | 15 262 | 0,00 | 1 404 | 8,09 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 18 786 | 10,53 | 1 728 | 19,52 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 132 | −14,61 | 288 | −7,72 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 3 175 | 292 | ||||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8 150 | −4,97 | 750 | 2,74 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 3 017 | 20,68 | 277 | 30,66 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8 700 | 0,00 | 800 | 8,11 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 2 698 | −5,99 | 0 | |||||
2025-07-30 | 13F | Castle Wealth Management Llc | 4 960 | 0,00 | 456 | 8,31 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 516 | 0,00 | 47 | 9,30 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 52 067 | 0,00 | 4 789 | 8,11 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3 300 | 302 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3 000 | 274 | |||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 3 213 | −96,67 | 296 | −96,40 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 19 725 | 0,00 | 1 814 | 8,10 | ||||
2025-07-09 | 13F | First Bank & Trust | 2 943 | 0,00 | 271 | 8,00 | ||||
2025-08-01 | 13F | Motco | 1 208 | −7,65 | 113 | 1,80 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 8 488 | 0,00 | 781 | 8,03 | ||||
2025-09-03 | 13F | American Trust | 2 483 | 228 | ||||||
2025-08-14 | 13F | UBS Group AG | 5 387 723 | 0,69 | 495 509 | 8,86 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 700 | 0,00 | 64 | 8,47 | |||
2025-07-24 | 13F | IFP Advisors, Inc | 10 160 | 19,74 | 934 | 29,54 | ||||
2025-05-13 | 13F | Quantum Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 144 | 0,00 | 13 | 8,33 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 221 | 0,00 | 388 | 8,08 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 39 986 | −6,04 | 3 678 | 1,57 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 3 317 | 0,03 | 313 | 13,41 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 300 | 0,00 | 28 | 8,00 | ||||
2025-08-12 | 13F | American Century Companies Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 413 792 | 3,03 | 38 056 | 11,39 | ||||
2025-08-13 | 13F | Prossimo Advisors, LLC | 11 142 | 1 | ||||||
2025-05-05 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 928 | 0,00 | 85 | 8,97 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 98 183 | −7,89 | 9 030 | −0,42 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 749 | 0,00 | 69 | 7,94 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 11 361 | 66,83 | 1 045 | 80,31 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 231 | −81,36 | 0 | |||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 92 073 | −4,62 | 8 468 | 3,11 | ||||
2025-08-07 | 13F | Fox Financial, Inc | 157 525 | 1,14 | 14 488 | 9,34 | ||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 23 645 | −3,32 | 2 175 | 4,52 | ||||
2025-04-08 | 13F | Armstrong Henry H Associates Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 000 | 0,00 | 276 | 7,84 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 380 | 0,00 | 35 | 6,25 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 2 730 | 0,00 | 251 | 8,19 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 17 483 | 113,16 | 1 555 | 135,96 | ||||
2025-07-08 | 13F | Dover Advisors, Llc | 28 534 | 1,69 | 2 624 | 9,93 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 2 283 | 210 | ||||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 6 575 928 | −3,41 | 604 788 | 4,43 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 101 499 | 1,00 | 9 335 | 9,18 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 4 600 | 0,00 | 4 | 33,33 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8 533 | 0,00 | 785 | 8,14 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 28 049 | −9,24 | 2 580 | −1,86 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 1 800 | 0,00 | 166 | 7,84 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3 410 | 0,06 | 314 | 8,30 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 9 940 | 0,00 | 914 | 8,17 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 5 292 | 0,00 | 487 | 8,00 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 17 877 | 38,97 | 1 644 | 50,27 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 49 | 0,00 | 5 | 0,00 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 19 311 | −4,21 | 1 776 | 3,56 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 4 261 | 11,84 | 392 | 20,68 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 4 696 | 0,00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 26 999 | 141,43 | 2 483 | 161,09 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 945 315 | 8,13 | 270 881 | 32,81 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 2 987 | 1,32 | 275 | 9,60 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 48 198 | 104,08 | 4 575 | 127,68 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 5 019 | −14,61 | 462 | −7,80 | ||||
2025-08-05 | 13F | Burney Co/ | 2 644 | −3,29 | 243 | 4,74 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 436 | 40 | ||||||
2025-05-14 | 13F | Fairscale Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 5 915 | −10,85 | 544 | −3,55 | ||||
2025-07-23 | 13F | Equitable Trust Co | 5 326 | −2,35 | 490 | 5,62 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 3 125 | 0,00 | 287 | 8,30 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 55 030 | −1,02 | 5 061 | 7,02 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 10 | 0,00 | 1 | |||||
2025-07-23 | 13F | Dohj, Llc | 42 096 | 1 449,93 | 3 441 | 1 389,18 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 6 610 | 0,00 | 608 | 8,01 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 48 913 | −8,44 | 4 499 | −1,01 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 10 815 | 3,50 | 995 | 11,94 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 351 930 | −0,13 | 32 373 | 8,02 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3 954 909 | −2,96 | 363 733 | 4,91 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 3 117 | 0,00 | 287 | 7,92 | ||||
2025-07-08 | 13F | D. Scott Neal, Inc. | 3 560 | 0,00 | 327 | 8,28 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2 769 | −7,91 | 0 | |||||
2025-08-05 | 13F | Holistic Financial Partners | 4 712 | 0,00 | 433 | 8,25 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 115 291 | −0,93 | 10 603 | 7,11 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 4 658 | −1,10 | 428 | 7,00 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 5 718 | 0,05 | 526 | 8,02 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 13 200 | 46,67 | 1 214 | 58,69 | |||
2025-08-25 | 13F | Hilltop Partners LLC | 2 387 | 220 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 28 100 | −37,83 | 2 584 | −32,80 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 55 685 | 329,73 | 5 121 | 364,70 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 147 | 202 | ||||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9 504 | 5,74 | 874 | 14,40 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 2 277 | 209 | ||||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 2 643 | −4,07 | 248 | 5,56 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 69 710 394 | 4,83 | 6 379 274 | 13,34 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 872 | 137,60 | 80 | 166,67 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 8 562 | 202,87 | 787 | 227,92 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 96 049 | 8,86 | 8 834 | 17,69 | ||||
2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 20 061 | −8,57 | 1 845 | −1,13 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Asio Capital, LLC | 2 550 | 0,00 | 235 | 8,33 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 13 152 | 6,19 | 1 210 | 14,81 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 6 261 | −27,59 | 576 | −21,77 | ||||
2025-08-13 | 13F | International City Management Association Retirement Corp | 702 067 | 0,00 | 64 569 | 8,11 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10 680 | 0,00 | 982 | 8,15 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 39 238 | 81,66 | 3 609 | 96,41 | ||||
2025-07-11 | 13F | Shelton Wealth Management, Llc | 61 838 | −2,71 | 5 687 | 5,18 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 39 374 | 0,00 | 3 350 | 0,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Curio Wealth, Llc | 8 952 | 89 420,00 | 823 | −3,97 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 2 700 | −0,74 | 248 | 7,36 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 400 | 37 | ||||||
2025-07-09 | 13F | Breakwater Investment Management | 388 | 0,00 | 36 | 6,06 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 564 | 4,41 | 972 | 12,91 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 5 444 | 2,04 | 501 | 10,38 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 22 280 | 8,00 | 2 049 | 16,82 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 138 | −72,18 | 13 | −71,43 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 13 897 | 11,20 | 1 278 | 20,23 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 993 | 0,20 | 91 | 8,33 |
Other Listings
CL:IWR |