Grundläggande statistik
| Institutionella ägare | 948 total, 948 long only, 0 short only, 0 long/short - change of −0,31% MRQ |
| Genomsnittlig portföljallokering | 0.3056 % - change of −5,10% MRQ |
| Institutionella aktier (lång) | 82 028 841 (ex 13D/G) - change of −5,04MM shares −5,79% MRQ |
| Institutionellt värde (lång) | $ 10 211 708 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Russell Mid-Cap Value ETF (US:IWS) har 948 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 82,028,841 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Morgan Stanley, Wells Fargo & Company/mn, Bank Of America Corp /de/, Tiaa Trust, National Association, Envestnet Portfolio Solutions, Inc., First Citizens Bank & Trust Co, Royal Bank Of Canada, Us Bancorp \de\, and Commonwealth Equity Services, Llc .
iShares Trust - iShares Russell Mid-Cap Value ETF (ARCA:IWS) 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 18, 2025 is 139,38 / share. Previously, on September 19, 2024, the share price was 131,91 / share. This represents an increase of 5,66% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | TRUIST FINANCIAL CORP | 6,413,758 | 435,379 | -93.21 | 0.40 | -92.45 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Berkeley, Inc | 4 208 | 0,02 | 556 | 5,10 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 8 497 | −2,71 | 1 123 | 2,00 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 29 590 | 203,55 | 3 910 | 218,66 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 303 | 0,00 | 40 | 5,26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 697 | 0,00 | 489 | 4,95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 626 | −30,12 | 479 | −26,65 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 27 975 | 3 697 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 52 084 | 20,80 | 6 882 | 26,72 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 2 278 | 301 | ||||||
| 2025-08-12 | 13F | Aldebaran Capital, Llc | 39 466 | −1,45 | 5 215 | 3,39 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 430 145 | 1,60 | 56 839 | 6,57 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7 455 | −11,22 | 1 | −100,00 | ||||
| 2025-05-15 | 13F | NDVR, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 37 400 | −9,44 | 4 942 | −5,00 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 1 679 | −1,47 | 222 | 3,27 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 775 | 102 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 91 868 | −0,71 | 12 398 | 6,37 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 11 100 | −2,38 | 1 467 | 2,37 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 34 663 | −5,31 | 4 580 | −0,67 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 62 661 | 26,10 | 8 280 | 32,29 | ||||
| 2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 9 816 | −47,61 | 1 297 | −45,04 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 265 | 0,82 | 663 | −1,78 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 40 | 0,00 | 5 | 0,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 61 499 | 4,49 | 7 748 | 1,77 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 11 | −74,42 | 1 | −80,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 783 | 1,93 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Postrock Partners Llc | 2 306 | 0,00 | 305 | 4,83 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 51 334 | −6,26 | 6 786 | −1,47 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 058 | 0,00 | 272 | 4,63 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 1 633 | −15,21 | 216 | −11,16 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 933 | 255 | ||||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 1 661 | 0,00 | 219 | 4,78 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 084 | 0,00 | 408 | 4,90 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 003 | 0,40 | 133 | 5,60 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 72 955 | 3,44 | 9 643 | 8,53 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 20 846 | 0,29 | 2 755 | 5,19 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 868 | −6,60 | 247 | −1,99 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Port Capital LLC | 4 596 | −8,26 | 607 | −3,80 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 10 387 | 2,05 | 1 373 | 7,02 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 211 | 0 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 4 228 | 1,88 | 559 | 6,90 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 698 | 36,75 | 357 | 43,55 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 566 | 207 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2 281 | 301 | ||||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 3 829 | −11,55 | 482 | −4,17 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 375 | 0,00 | 47 | −2,08 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 414 | −0,42 | 980 | 4,48 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4 225 | 5,31 | 558 | 10,50 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 799 | −1,05 | 238 | 3,49 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 576 272 | −22,67 | 340 429 | −18,88 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 135 | 0,00 | 18 | 0,00 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 128 | −56,31 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 393 | 12,61 | 184 | 18,71 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 513 | 0,00 | 68 | 4,69 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 560 | −26,79 | 206 | −23,13 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 520 | 0,00 | 69 | 4,62 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 7 072 | −0,49 | 934 | 4,36 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 6 884 | 0,00 | 910 | 4,84 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5 186 | −6,00 | 685 | −1,44 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 5 570 | 116,73 | 736 | 127,86 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 219 | −12,05 | 28 | −15,62 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7 174 | −36,49 | 948 | −33,40 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 230 | −8,76 | 295 | −4,23 | ||||
| 2025-08-11 | 13F | Wittenberg Investment Management, Inc. | 3 478 | 460 | ||||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 78 414 | −0,53 | 10 362 | 4,34 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6 232 | 65,61 | 824 | 73,63 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 55 | 0,00 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 68 402 | −3,31 | 9 039 | 1,43 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 400 | −10,68 | 322 | 1,58 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 21 422 | 3,47 | 2 831 | 8,51 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 10 781 | 0,00 | 1 425 | 4,86 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5 155 | 681 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 151 934 | −9,27 | 20 077 | −4,83 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 194 504 | −2,79 | 290 | 1,76 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 112 229 | −49,39 | 14 834 | −46,90 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 528 | 0,00 | 334 | 5,03 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 23 637 | −2,64 | 3 123 | 2,13 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 353 | −25,06 | 443 | −21,31 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 40 | 0,00 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 831 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 558 | 0,37 | 470 | 5,38 | ||||
| 2025-04-10 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Snider Financial Group | 1 952 | −20,81 | 258 | −17,10 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 23 301 | −68,05 | 3 079 | −66,49 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 341 852 | −5,67 | 177 312 | −1,05 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 170 | 0,00 | 287 | 4,76 | ||||
| 2025-07-17 | 13F | City Holding Co | 26 493 | −0,25 | 3 501 | 4,63 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 679 | 0,00 | 90 | 4,71 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 114 | 0,00 | 147 | 5,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 5 290 | 0,38 | 699 | 5,43 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 4 333 | 0,02 | 573 | 4,95 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 2 390 | 5,38 | 316 | 10,53 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2 761 | 0,00 | 365 | 4,90 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 3 120 | 21,68 | 412 | 27,95 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 665 | 1,34 | 1 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 30 768 | −29,13 | 4 066 | −25,66 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 27 489 | 0,48 | 3 632 | 5,40 | ||||
| 2025-08-12 | 13F | Ade, Llc | 7 639 | 11,93 | 1 009 | 17,46 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 2 966 | −0,77 | 392 | 3,99 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 8 390 | −0,25 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 239 | 17,73 | 32 | 24,00 | ||||
| 2025-05-22 | NP | PENN SERIES FUNDS INC - Mid Core Value Fund | 4 190 | −70,98 | 528 | −65,01 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 337 660 | −1,35 | 44 618 | 3,49 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 8 578 | 0,00 | 1 133 | 4,91 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 12 668 | −0,23 | 1 674 | 4,63 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 303 | −49,92 | 701 | −47,53 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 4 339 | −11,18 | 573 | −6,83 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 257 | −10,53 | 959 | −6,17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 10 295 | −2,71 | 1 361 | 2,03 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 369 | 0,84 | 842 | 5,79 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 300 | 0,00 | 40 | 5,41 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 107 436 | −1,89 | 14 197 | 2,91 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 2 263 | 0,00 | 299 | 4,91 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 2 033 | −25,56 | 269 | −22,09 | ||||
| 2025-08-08 | 13F | Creative Planning | 125 913 | 14,05 | 16 638 | 19,64 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1 811 | −25,60 | 239 | −21,90 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 30 | −16,67 | 4 | −25,00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 177 | 0,00 | 23 | 0,00 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 1 538 | −10,63 | 203 | −6,02 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 2 148 | −58,32 | 284 | −56,39 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 535 | −4,42 | 1 524 | 0,26 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 55 485 | 67,76 | 7 | 75,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 4 273 | −62,75 | 572 | −60,46 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 55 344 | 0,17 | 7 313 | 5,09 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 396 | 0,00 | 52 | 6,12 | ||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 190 | 0,00 | 25 | 8,70 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 28 494 | −7,99 | 3 765 | −3,49 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 399 | 53 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 1 575 | −1,56 | 208 | 3,48 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 717 | 9,63 | 95 | 14,63 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 22 | 0,00 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 785 | 0,00 | 104 | 5,10 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 51 | 0,00 | 7 | 0,00 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5 669 | 0,02 | 749 | 4,90 | ||||
| 2025-08-14 | 13F | Comerica Bank | 103 045 | −2,28 | 13 616 | 2,51 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 3 338 | 12,16 | 447 | 25,63 | ||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 4 475 | 0,00 | 591 | 4,97 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 5 012 | 0,00 | 662 | 4,91 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1 853 | 0,00 | 245 | 4,72 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 11 513 | −0,56 | 1 521 | 4,32 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 1 524 | 201 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 447 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 731 | 2,21 | 1 154 | 7,16 | ||||
| 2025-08-12 | 13F | Brandywine Global Investment Management, LLC | 589 | −4,23 | 78 | 0,00 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 32 126 | −0,03 | 4 245 | 4,79 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 239 | 1,27 | 32 | 6,90 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 2 684 | 0,00 | 355 | 4,73 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 335 | 324,05 | 44 | 388,89 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 266 | 0,00 | 34 | 3,13 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 32 480 | −3,43 | 4 292 | 1,30 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 129 | 0,00 | 17 | 6,25 | ||||
| 2025-04-29 | 13F | Checchi Capital Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 4 495 | −6,16 | 594 | −1,66 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4 314 | 1,75 | 570 | 6,74 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 162 | 0,03 | 418 | 4,77 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4 772 | −1,55 | 601 | −3,99 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 22 521 | −8,80 | 2 976 | −4,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 752 | −1,34 | 496 | 3,34 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 10 923 | −31,99 | 1 | −50,00 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2 533 | 42,06 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 20 778 | 0,81 | 2 746 | 5,74 | ||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 197 | 0,00 | 26 | 8,33 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 12 926 | 2,36 | 1 708 | 7,36 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 630 104 | 57,83 | 83 262 | 65,56 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 4 376 | 0,00 | 578 | 4,90 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 416 | −3,74 | 187 | 1,08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 659 | 25,05 | 87 | 31,82 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 769 | −10,32 | 630 | −5,83 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 400 | −3,61 | 53 | 0,00 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 556 | 0,00 | 73 | 4,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 105 256 | −0,59 | 13 909 | 4,28 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 274 503 | −22,40 | 36 273 | −18,60 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 164 297 | 0,23 | 153 850 | 5,14 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 42 911 | −0,41 | 5 670 | 4,46 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 955 | −3,55 | 787 | 1,16 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 9 379 | −0,11 | 1 239 | 4,82 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 2 289 | 0,35 | 302 | 5,23 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 225 | 0,00 | 30 | 3,57 | ||||
| 2025-08-13 | 13F | Kennedy Capital Management, Inc. | 27 395 | −44,15 | 3 620 | −41,43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 537 009 | −22,62 | 70 960 | −18,83 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 3 007 | −2,53 | 397 | 2,32 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 531 | 160,41 | 863 | 173,97 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 8 323 | 0,00 | 1 100 | 4,87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 5 367 | −7,83 | 709 | −3,27 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 214 | 0,00 | 28 | 7,69 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 443 | −53,90 | 59 | −52,07 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 180 420 | 6,21 | 23 841 | 11,42 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 8 803 | 429,34 | 1 163 | 456,46 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 29 559 | −0,01 | 3 906 | 4,89 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 37 | 0,00 | 5 | 0,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 18 171 | 0,13 | 2 401 | 5,08 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 176 | 0,00 | 23 | 4,55 | ||||
| 2025-07-16 | 13F | Processus Wealth & Capital Management, LLC | 50 861 | 0,17 | 6 721 | 5,07 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 10 707 | −0,21 | 1 415 | 4,66 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 4 529 | 0,00 | 598 | 4,91 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 8 859 | 4,69 | 1 171 | 9,86 | ||||
| 2025-08-08 | 13F | Renasant Bank | 10 423 | −3,29 | 1 377 | 1,47 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 18 991 | −1,88 | 2 509 | 2,91 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 774 | 1,18 | 102 | 6,25 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 19 817 | 0,00 | 2 619 | 4,89 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 018 | −47,06 | 136 | −43,80 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 126 123 | 19,71 | 16 666 | 25,57 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 325 | 0,00 | 43 | 5,00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 6 915 | 0,38 | 914 | 5,31 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 308 | 0,00 | 305 | 4,83 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1 | 3 600 | 2,86 | 453 | 0,22 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 767 | 1,76 | 498 | 6,65 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 2 420 | 0,00 | 320 | 4,93 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 236 | 1,58 | 824 | 6,60 | ||||
| 2025-05-13 | 13F | German American Bancorp, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 151 496 | 0,20 | 20 019 | 5,11 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 13 606 | −5,95 | 1 798 | −1,37 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 4 713 | 3,04 | 623 | 7,99 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 7 157 | 173,90 | 946 | 187,23 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 021 | 0,00 | 399 | 5,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 320 | 0,00 | 174 | 0,58 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 3 648 | −3,31 | 482 | 1,47 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 29 080 | 287,63 | 3 843 | 306,56 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 3 995 | −3,62 | 1 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 824 | 9,72 | 109 | 11,34 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 5 049 | 667 | ||||||
| 2025-07-31 | 13F | Auour Investments LLC | 19 020 | −6,37 | 2 513 | 0,80 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 1 706 | 225 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 99 197 | 6,88 | 13 108 | 12,11 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1 711 | 0,35 | 226 | 5,61 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 724 | −8,17 | 1 814 | −3,67 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 3 565 | 0,00 | 471 | 7,53 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 22 212 | −0,20 | 2 935 | 4,71 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 166 625 | 1,68 | 22 018 | 6,66 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 152 332 | −50,44 | 20 | −47,37 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4 268 | 0,14 | 564 | 2,55 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 814 | 8,75 | 240 | 13,81 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 1 755 | 0,00 | 232 | 4,52 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 30 408 | 54,51 | 3 830 | 50,49 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 1 396 | 0,00 | 184 | 5,14 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 188 | 0,34 | 157 | 4,70 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 3 272 | −2,76 | 432 | 2,13 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 797 | −1,26 | 237 | 3,49 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 607 | 166,56 | 344 | 179,67 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 2 241 | −88,09 | 296 | −87,51 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 172 | 0,34 | 155 | 4,76 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 3 662 | 0,00 | 484 | 4,77 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 256 | 1 180,00 | 34 | 1 550,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 25 | −75,73 | 3 | −75,00 | ||||
| 2025-05-09 | 13F | Evolution Advisers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 100 | −45,95 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 7 710 | 0,56 | 1 019 | 5,49 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 363 | −17,99 | 180 | −13,88 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4 236 | −14,97 | 560 | −10,85 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 128 123 | 3,39 | 149 477 | 8,81 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 92 945 | −1,21 | 12 282 | 3,63 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 92 500 | 0,74 | 12 223 | 5,67 | ||||
| 2025-07-16 | 13F | American National Bank | 94 | 0,00 | 12 | 9,09 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1 807 | 0,00 | 239 | 4,85 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 8 339 | −0,60 | 1 102 | 4,26 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 970 | −16,24 | 260 | −12,16 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 9 040 | −4,76 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1 960 | −40,04 | 259 | −37,23 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 170 528 | −2,95 | 22 534 | 1,80 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 75 | 0,00 | 10 | 0,00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 28 477 | 0,00 | 3 763 | 4,88 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 2 328 | −0,13 | 308 | 4,78 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 56 607 | 55,52 | 7 480 | 63,12 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 4 787 | −0,19 | 633 | 4,64 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 2 135 | 0,00 | 282 | 5,22 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 14 600 | 26,84 | 1 929 | 33,03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 200 | 0,00 | 26 | 4,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 3 497 | 1,86 | 462 | 6,94 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13 781 | 0,00 | 1 821 | 4,96 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 73 514 | 120,35 | 9 714 | 131,18 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 905 | 3,68 | 384 | 8,81 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 267 140 | −0,70 | 36 710 | 9,60 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 247 | 0,00 | 33 | 6,45 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 533 | 68 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 368 | 0,39 | 445 | 5,45 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 10 390 | −13,94 | 1 373 | −9,74 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 880 | 0,00 | 1 173 | 4,92 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 3 578 | −0,11 | 473 | 4,66 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 2 060 | 0,00 | 277 | 6,95 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 176 | −15,38 | 23 | −11,54 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 4 220 | 1,15 | 570 | 21,06 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 6 955 | 0,00 | 919 | 4,91 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 715 | 0,56 | 359 | 5,29 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 79 445 | 5,75 | 10 498 | 10,93 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 21 | 3 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 679 | 0,00 | 90 | 4,71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 154 | −25,85 | 285 | −22,19 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 422 | 0,48 | 56 | 5,77 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 624 | 0,00 | 82 | 5,13 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 126 510 | 0,44 | 17 | 6,67 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 854 | 0,04 | 390 | 11,14 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 40 | −50,00 | 5 | −50,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 623 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | First Western Trust Bank | 3 558 | 0,00 | 470 | 4,91 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 148 | 0,00 | 20 | 5,56 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 2 432 | −11,79 | 321 | −7,49 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 807 | −6,53 | 371 | −4,64 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 24 760 | −2,63 | 3 272 | 2,12 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 291 | 0,00 | 171 | 4,94 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 028 | 0,00 | 268 | 4,71 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2 100 | −5,02 | 277 | −0,36 | ||||
| 2025-05-30 | NP | MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class | 13 812 | −71,41 | 1 740 | −65,50 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 123 672 | 34,11 | 16 342 | 40,69 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 11 902 | 15,02 | 1 573 | 20,64 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 13 506 | 9,02 | 1 785 | 14,36 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 2 003 | 265 | ||||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9 619 | 1 271 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2 259 | 0,00 | 299 | 9,96 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 135 051 | 2,56 | 17 848 | 7,59 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB | 34 120 | −67,56 | 4 298 | −60,83 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 144 | 0,00 | 19 | 5,56 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-14 | 13F | Abound Wealth Management | 173 | −22,42 | 23 | −21,43 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 27 971 | −28,29 | 3 696 | −24,77 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 886 | 0,00 | 117 | 5,41 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 104 | 0,02 | 807 | 4,95 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 11 007 | 0,14 | 1 454 | 6,75 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 191 | 25 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 659 | −0,37 | 880 | 4,52 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 49 | 0,00 | 6 | 0,00 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 885 | −17,40 | 249 | −13,24 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 9 814 | 1 297 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 3 403 | −1,90 | 450 | 2,75 | ||||
| 2025-07-24 | 13F | Conning Inc. | 47 016 | −22,13 | 6 213 | −18,32 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 649 | 0,30 | 614 | 5,32 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 332 | 2,82 | 313 | 9,09 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 9 975 | −5,58 | 1 355 | 1,88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 41 | 5 | ||||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 136 686 | −2,40 | 18 062 | 2,39 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 13 332 | −4,75 | 1 762 | −0,11 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 24 048 | 17,50 | 3 178 | 23,24 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 37 832 | 6,65 | 4 999 | 11,88 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 249 | 0,00 | 33 | 3,23 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 1 400 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 133 | 6,60 | 414 | 11,62 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 852 | −1,41 | 1 566 | 3,43 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15 106 | −5,15 | 1 996 | −0,50 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3 001 | 0,00 | 397 | 4,76 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 591 | −4,50 | 210 | 0,48 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 589 | −11,13 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 4 222 | 0,00 | 558 | 4,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 891 | 167,04 | 778 | 180,87 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 466 | 0,00 | 62 | 5,17 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5 429 | −4,37 | 717 | 0,28 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 6 323 | −4,90 | 836 | −0,24 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 611 | 218 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 515 391 | 0,43 | 68 104 | 5,35 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 4 548 | 0,00 | 601 | 4,90 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 2 763 | 0,29 | 365 | 5,19 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 34 351 | −0,01 | 4 539 | 4,90 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 6 073 | 0,15 | 819 | 15,35 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 242 249 | −2,94 | 32 011 | 1,81 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 30 708 | 0,00 | 4 | 33,33 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 11 211 | −1,72 | 1 481 | 3,78 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 79 110 | 3,75 | 10 454 | 8,83 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 158 581 | 7,09 | 20 955 | 12,34 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 523 | 0,38 | 69 | 4,62 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 287 | 84,34 | 699 | 93,35 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 1 845 | 244 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 55 | 0,00 | 7 | 16,67 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 1 962 | 0,00 | 259 | 4,86 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 20 701 | 13,84 | 2 735 | 19,43 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 4 043 | 0,00 | 534 | 4,91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40 526 | 6,42 | 5 358 | 12,92 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 1 535 | 203 | ||||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 220 | 0,00 | 29 | 7,41 | ||||
| 2025-07-31 | 13F | City State Bank | 240 | 0,00 | 32 | 3,33 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 810 | 636 | ||||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 6 160 | 0,00 | 814 | 4,90 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 28 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 271 | −0,73 | 36 | 2,94 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 271 | −3,14 | 697 | 1,61 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 763 | −25,62 | 762 | −22,90 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 206 898 | 24,08 | 27 340 | 30,16 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 88 483 | −6,20 | 11 692 | −1,61 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 11 240 | −6,56 | 1 485 | −1,98 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 206 | −0,21 | 556 | 4,72 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 1 665 | 0,00 | 220 | 5,26 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 283 | −2,66 | 170 | 1,81 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 247 | 0,00 | 33 | 3,23 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 058 | 272 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 30 445 | −0,05 | 4 | 33,33 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 365 411 | 24,72 | 48 285 | 30,83 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-05-29 | NP | ACMVX - Mid Cap Value Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 414 791 | −75,01 | 52 251 | −69,83 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 10 384 | 0,00 | 1 372 | 4,89 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2 290 | −11,17 | 303 | −6,79 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 4 617 | 0,00 | 610 | 4,99 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 11 050 | 6,66 | 1 460 | 11,88 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 243 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2 797 | −0,32 | 370 | 4,53 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 10 123 | 1 338 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Leeward Investments, LLC - MA | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 343 702 | 2,35 | 45 417 | 7,36 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20 904 | −33,03 | 2 762 | −29,81 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 5 663 | −13,46 | 748 | −9,22 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 516 | 0,00 | 68 | 4,62 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2 214 | 293 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 683 | 90 | ||||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 257 168 | 0,90 | 33 982 | 5,84 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 430 | 0,00 | 189 | 4,44 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 2 104 | 0,00 | 278 | 4,91 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 1 620 | 0,00 | 214 | 4,90 | ||||
| 2025-07-14 | 13F | LaFleur & Godfrey LLC | 1 560 | 206 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7 257 | −10,53 | 959 | −6,17 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 114 285 | 102,94 | 15 102 | 112,87 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 65 980 | 57,68 | 8 719 | 65,40 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 76 564 | 0,26 | 10 117 | 5,17 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 2 585 | 0,00 | 342 | 4,92 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 585 | 13,27 | 474 | 18,84 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 3 064 | −37,01 | 405 | −33,99 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 85 715 | −0,26 | 11 326 | 4,63 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 27 609 | 0,00 | 3 648 | 4,92 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 7 628 | −0,21 | 1 008 | 4,68 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 4 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | STAR Financial Bank | 8 687 | −9,24 | 1 148 | −4,81 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class | 22 836 | 541,46 | 3 018 | 573,44 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 27 | −52,63 | 4 | −57,14 | ||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class | 20 472 | 2 579 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 2 331 | 308 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 253 | 0,00 | 33 | 6,45 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 17 213 | −18,30 | 2 275 | −14,32 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 220 | 0,00 | 29 | 7,41 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 221 668 | 4,57 | 29 291 | 9,70 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 7 301 | −2,58 | 965 | 2,23 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 994 | −18,92 | 660 | −15,19 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 3 802 | 0,00 | 502 | 5,02 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 22 | 3 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 22 189 | −1,81 | 2 932 | 3,02 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17 111 | 2 261 | ||||||
| 2025-06-23 | NP | PMPRX - MidCap Value Fund I R-3 | 42 400 | −8,03 | 5 205 | −15,56 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 6 133 | −4,77 | 810 | −0,12 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6 909 | 0,00 | 913 | 4,83 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 2 307 | −0,82 | 305 | 4,11 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 8 972 | 0,91 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 123 104 | 3,10 | 16 267 | 8,14 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma Mid-cap Value Fund Class A | 5 000 | 150,00 | 614 | 129,59 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3 066 | 20,14 | 405 | 26,17 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 95 | 0,00 | 12 | 9,09 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 49 998 | 2,42 | 6 607 | 7,43 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 639 610 | −4,16 | 217 | 0,47 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 988 | 0,00 | 263 | 4,80 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 37 828 | 1,69 | 4 999 | 6,68 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 3 826 | 0,00 | 506 | 4,99 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 157 | 96,51 | 1 078 | 106,32 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 1 617 | −14,98 | 214 | −15,14 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 195 | −1,67 | 1 612 | 3,14 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 4 483 | −37,10 | 592 | −34,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 1 785 | −5,51 | 236 | −0,84 | ||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 140 151 | 7,04 | 18 520 | 12,28 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 264 | 0,00 | 35 | 3,03 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 1 690 | −14,73 | 223 | −10,44 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 27 828 | 0,00 | 3 677 | 4,91 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 16 170 | 0,06 | 2 137 | 4,96 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 18 663 | 1,73 | 2 466 | 6,71 | ||||
| 2025-04-16 | 13F | Everpar Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 18 100 | 2 392 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 119 792 | −8,23 | 15 829 | −3,73 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 20 799 | −15,28 | 2 782 | −10,23 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 15 170 | 0,00 | 2 005 | 4,92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 661 | −3,99 | 219 | 0,92 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2 866 | −10,10 | 379 | −5,74 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 249 | 0,00 | 33 | −3,03 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 323 | 571 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 193 | −23,41 | 24 | −25,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 759 | −63,13 | 629 | −61,35 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 41 052 | 3,24 | 5 497 | 9,76 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2 035 | 0,00 | 269 | 4,69 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 2 586 | 0,00 | 342 | 4,92 | ||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 193 925 | 49,21 | 25 625 | 56,53 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 67 108 | −9,55 | 8 868 | −5,13 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 6 191 | −8,55 | 818 | −3,99 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 743 919 | 4,61 | 98 301 | 9,74 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23 069 | −4,13 | 3 048 | 0,56 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 6 535 | 5,95 | 864 | 11,21 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 897 | 5,61 | 515 | 10,78 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 6 150 | 0,00 | 827 | 11,16 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 3 985 | 0,30 | 527 | 5,20 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2 698 | −6,09 | 357 | −1,39 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 21 334 | −0,72 | 2 819 | 4,18 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 2 960 | 0,00 | 391 | 5,11 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 2 500 | 0,00 | 330 | 5,10 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 2 181 | 3,76 | 288 | 9,09 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 79 | 10 | ||||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 3 101 | 0,39 | 410 | 5,14 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 12 328 | −10,16 | 1 629 | −5,73 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 723 | 0,00 | 228 | 4,61 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 34 | 0,00 | 4 | 0,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 114 | 266 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 9 | −99,99 | 1 | −99,99 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 896 | −5,29 | 1 572 | −0,70 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 1 663 | 0,00 | 220 | 4,78 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 174 660 | −1,59 | 23 080 | 3,23 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 7 138 | −0,35 | 943 | 4,55 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 2 679 | 0,26 | 354 | 5,36 | ||||
| 2025-07-07 | 13F | Trust Co | 717 | 0,00 | 95 | 4,44 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 37 317 | −2,96 | 4 931 | 1,80 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 24 511 | 4,66 | 3 239 | 9,76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 72 242 | 4,84 | 10 | 12,50 | ||||
| 2025-07-15 | 13F | Home Federal Bank Of Tennessee | 8 599 | −36,86 | 1 136 | −33,76 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 1 903 | −41,07 | 251 | −38,18 | ||||
| 2025-08-06 | 13F | Simmons Bank | 3 724 | 4,23 | 492 | 9,33 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 961 | 0,00 | 127 | 4,13 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 1 891 | 0,00 | 238 | −2,46 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5 117 | −0,99 | 676 | 3,84 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 3 422 | 452 | ||||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1 093 | 0,00 | 144 | 5,11 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 37 | 5 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 109 | 0,00 | 14 | 7,69 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 272 | −11,46 | 300 | −7,12 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 7 292 | −0,74 | 964 | 4,11 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 4 770 | −0,71 | 601 | −3,38 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 30 356 | 4 011 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 295 | −92,07 | 39 | −91,88 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 676 | 37,42 | 486 | 44,35 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 3 096 | −19,29 | 409 | −15,32 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 2 591 | 342 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 39 187 | −1,65 | 5 178 | 3,17 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 3 517 | 0,00 | 465 | 4,74 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9 890 | 68,80 | 1 307 | 76,96 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 305 | 0,00 | 172 | 4,88 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 340 | 0,00 | 177 | 5,36 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3 961 | 0,03 | 524 | 4,81 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 618 967 | −0,10 | 346 070 | 4,79 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 843 | −1,94 | 1 433 | 2,87 | ||||
| 2025-07-24 | 13F | Eastern Bank | 660 | 0,00 | 87 | 4,82 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 15 536 | 0,00 | 2 053 | 4,85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 59 905 | 11,18 | 7 916 | 16,62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 150 025 | −16,00 | 19 824 | −11,88 | ||||
| 2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 767 | 0,00 | 103 | 6,25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 7 186 | −11,06 | 950 | −6,69 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 8 988 | 5,49 | 1 188 | 10,62 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 039 | 0,20 | 0 | |||||
| 2025-07-24 | 13F | Insight Inv LLC | 1 970 | 0,00 | 260 | 4,84 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 525 | −1,74 | 1 655 | 3,12 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 11 066 | 0,00 | 1 462 | 12,81 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 2 810 | 0,00 | 371 | 5,10 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 1 678 | 222 | ||||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-15 | 13F | Vivaldi Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 263 | 0,00 | 35 | 3,03 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 2 421 | 26,56 | 320 | 32,92 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 996 | 396 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 100 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Private Management Group Inc | 7 735 | 5,58 | 1 022 | 10,85 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 2 571 | 0,00 | 340 | 4,95 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4 950 | 101,38 | 654 | 111,65 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5 859 | 16,57 | 774 | 22,27 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 4 475 | −4,65 | 591 | 0,00 | ||||
| 2025-08-07 | 13F | Nwam Llc | 2 733 | 30,20 | 370 | 40,15 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 24 399 | −0,53 | 3 224 | 4,37 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 1 781 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 18 749 | −14,97 | 2 477 | −10,80 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 26 361 | 2,86 | 3 527 | 13,01 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 50 336 | 5,14 | 6 651 | 10,30 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 2 711 | −62,70 | 360 | −57,04 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 266 | −51,99 | 1 892 | −49,47 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 61 | 0,00 | 8 | 14,29 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 492 | −11,83 | 65 | −8,57 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 119 | 0,00 | 16 | 7,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 23 644 | 0,00 | 3 124 | 4,90 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 12 181 | 13,52 | 1 610 | 19,10 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1 869 | 0,00 | 247 | 4,68 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 3 896 | 10,43 | 515 | 15,77 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 14 474 | 0,00 | 1 913 | 4,88 | ||||
| 2025-05-07 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 2 505 | 0,04 | 331 | 5,08 | ||||
| 2025-05-02 | 13F | Welch & Forbes Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 201 451 | −0,47 | 26 620 | 4,40 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 27 | 0,00 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 976 963 | 0,49 | 129 096 | 5,41 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 279 | 0,00 | 37 | 2,86 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 759 738 | 0,44 | 496 812 | 5,36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 27 820 | 0,16 | 3 676 | 5,09 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 849 | 522 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 117 | −24,03 | 0 | |||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 8 830 | −5,25 | 1 167 | −0,60 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-05-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio | 36 030 | 4 539 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 905 | 0,00 | 120 | 4,39 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2 343 | −3,10 | 310 | 1,64 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 253 | 0,00 | 958 | 4,93 | ||||
| 2025-08-28 | NP | VETAX - Victory Sycamore Established Value Fund Class A | 910 000 | 0,00 | 120 247 | 4,90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 223 | 30,22 | 558 | 41,27 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 675 | −1,30 | 221 | 3,76 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 2 298 | −6,85 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 | −36,09 | 22 | −35,29 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 664 | 10,26 | 352 | 15,79 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 4 885 | 0,00 | 615 | −2,54 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 250 | 0,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 963 | −76,30 | 1 633 | −76,93 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 15 653 | 22,49 | 2 068 | 28,53 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 32 771 | 13 114,11 | 0 | −100,00 | ||||
| 2025-04-11 | 13F | Reinhart Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 113 | 0,00 | 15 | 0,00 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 7 260 | 13,92 | 983 | 31,77 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 2 067 | 2,07 | 273 | 7,06 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 27 975 | 3 697 | ||||||
| 2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 2 888 | 81,64 | 382 | 90,50 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 8 133 | 0,64 | 1 075 | 5,60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 62 213 | −3,85 | 8 | 0,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6 056 | 19,38 | 800 | 25,20 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 871 | 13,34 | 379 | 18,81 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 648 | −69,39 | 746 | −67,90 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 085 | −1,56 | 408 | 3,30 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 6 629 | −2,17 | 876 | 2,58 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 3 761 | 0,00 | 497 | 4,86 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 7 393 | 51,12 | 977 | 58,44 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 4 597 | 35,44 | 615 | 44,03 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16 877 | 50,20 | 2 271 | 60,49 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 716 | 0,26 | 1 152 | 5,11 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 53 | −79,05 | 7 | −77,42 | ||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 180 015 | 69,70 | 23 787 | 78,01 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 14 221 | −28,25 | 1 879 | −24,72 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 3 258 | 0,00 | 431 | 4,88 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 248 581 | 397,16 | 32 847 | 421,55 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 896 | 646,67 | 118 | 686,67 | ||||
| 2025-04-23 | 13F | TigerOak Management, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 5 040 | 0,00 | 666 | 4,89 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 5 042 | 0,00 | 666 | 4,88 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3 437 | −2,14 | 463 | 4,75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 217 781 | −2,11 | 28 778 | 2,68 | ||||
| 2025-08-13 | 13F | Peloton Wealth Strategists | 14 078 | 1,24 | 2 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 097 | −4,46 | 277 | 0,36 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 3 852 | 8,14 | 509 | 13,39 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 37 415 | −0,06 | 4 944 | 4,81 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4 500 | 0,16 | 595 | 4,95 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 19 957 | 1,69 | 2 637 | 6,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 142 176 | 1 986,22 | 19 436 | 2 165,27 | ||||
| 2025-05-01 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 110 646 | −3,18 | 14 621 | 1,56 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 8 904 | 9,64 | 1 177 | 14,96 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 119 | 0,00 | 16 | 7,14 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 121 | 0,00 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 4 104 | 0,00 | 542 | 5,04 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 309 | 5,01 | 437 | 10,35 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15 034 | −0,61 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17 791 | −2,73 | 2 351 | 2,00 | ||||
| 2025-05-22 | NP | IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV | 11 428 | 1 440 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 4 901 | 26,64 | 648 | 32,85 | ||||
| 2025-07-23 | 13F | Cohen Capital Management, Inc. | 2 521 | 0,12 | 333 | 5,05 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 134 | −10,67 | 18 | −5,56 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 669 | −6,68 | 353 | −2,22 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 7 850 | 0,00 | 1 037 | 4,96 | ||||
| 2025-04-10 | 13F | Secure Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 611 | 0,00 | 81 | 5,26 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 258 | 34 | ||||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 824 | 0,12 | 109 | 4,85 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 23 777 | 2,13 | 3 142 | 7,13 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 1 842 | 198,06 | 243 | 215,58 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 2 100 | 0,00 | 277 | 4,92 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 10 248 | 0,32 | 1 354 | 5,29 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 119 678 | −30,43 | 16 | −28,57 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 3 966 | −18,06 | 524 | −13,96 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2 091 | −28,12 | 276 | −24,59 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 374 | −21,81 | 446 | −18,05 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 862 | 0,00 | 114 | 4,63 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 1 650 | −1,14 | 218 | 3,81 | ||||
| 2025-05-15 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 8 980 | 12,83 | 1 187 | 18,36 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 2 052 | −3,16 | 271 | 1,88 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 2 619 | 0,00 | 346 | 5,17 | ||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 517 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | SMART Wealth LLC | 2 360 | 27,29 | 312 | 33,48 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 82 137 | −1,77 | 10 854 | 3,05 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 335 123 | 2,66 | 44 283 | 7,69 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 12 672 | 1,13 | 1 674 | 6,08 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 287 718 | 48,75 | 38 019 | 56,04 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 48 412 | 0,07 | 6 397 | 4,97 | ||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 11 535 | 27,91 | 1 524 | 34,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12 200 | 84,85 | 1 612 | 93,98 | |||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 37 639 | 10,20 | 4 974 | 15,60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 1 937 | 0,00 | 256 | 4,51 | ||||
| 2025-08-11 | 13F | Cramer Rosenthal Mcglynn Llc | 5 750 | 760 | ||||||
| 2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 970 409 | −0,89 | 260 370 | 3,96 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 8 231 | −2,48 | 1 088 | 2,26 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 9 214 | 23,99 | 1 266 | 39,78 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 7 292 | 175,79 | 964 | 189,19 | ||||
| 2025-08-07 | 13F | Commerce Bank | 2 087 646 | −5,76 | 275 862 | −1,15 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 563 | 25,88 | 339 | 32,03 | ||||
| 2025-08-07 | 13F | Nuance Investments, Llc | 15 045 | −84,49 | 1 988 | −83,73 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 2 030 | 268 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 128 | 0,79 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 3 000 | 0,00 | 396 | 5,04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9 294 | 91,08 | 1 228 | 100,65 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 111 | 0,00 | 15 | 7,69 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 55 042 | −16,44 | 7 273 | −12,34 |
Other Listings
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