Grundläggande statistik
| Institutionella ägare | 1199 total, 1193 long only, 0 short only, 6 long/short - change of 5,16% MRQ |
| Genomsnittlig portföljallokering | 0.5123 % - change of −1,34% MRQ |
| Institutionella aktier (lång) | 83 742 896 (ex 13D/G) - change of 1,06MM shares 1,28% MRQ |
| Institutionellt värde (lång) | $ 13 030 266 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares U.S. Technology ETF (US:IYW) har 1199 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 83,742,896 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Green Harvest Asset Management LLC, Laurel Wealth Advisors LLC, Jpmorgan Chase & Co, UBS Group AG, Raymond James Financial Inc, and Wells Fargo & Company/mn .
iShares Trust - iShares U.S. Technology ETF (ARCA:IYW) 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 16, 2025 is 190,02 / share. Previously, on September 17, 2024, the share price was 146,11 / share. This represents an increase of 30,05% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 24 | 4 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2 805 | 0,00 | 394 | −12,08 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 10 386 | 0,06 | 1 800 | 23,47 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 914 | −11,94 | 505 | 8,62 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 13 701 | −6,68 | 2 374 | 15,08 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 1 164 | 202 | ||||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 1 823 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 13 118 | −10,56 | 2 273 | 10,39 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 1 686 | 0,00 | 312 | 24,80 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 13 408 | 0,00 | 2 323 | 23,37 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 355 456 | −5,69 | 61 590 | 16,36 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 44 821 | −6,82 | 7 767 | 15,02 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 53 961 | 9 350 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 10 702 | 0,00 | 1 940 | 38,47 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 1 344 | 233 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 55 444 | 4,13 | 9 607 | 28,46 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 10 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2 044 | 0,00 | 354 | 23,34 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 539 | −16,15 | 467 | 3,79 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 28 900 | −0,13 | 5 008 | 23,23 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 133 | 370 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 27 349 | −1,52 | 4 739 | 21,49 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Essex LLC | 48 987 | 25,53 | 8 488 | 54,89 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 10 322 | 5,56 | 1 789 | 30,23 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 1 194 | 207 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 7 214 | −31,71 | 1 338 | −11,33 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 9 759 | −4,67 | 1 691 | 17,61 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 52 | 15,56 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Canada Pension Plan Investment Board | 50 000 | 0,00 | 8 664 | 23,37 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 18 508 | −2,70 | 2 705 | −10,84 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 5 940 | −1,82 | 1 029 | 21,20 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 8 031 | 3,79 | 1 392 | 28,08 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 44 008 | 123,80 | 8 | 250,00 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 18 791 | −11,66 | 3 228 | 7,89 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1 224 | 212 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 10 245 | 44,58 | 1 775 | 78,39 | ||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 3 810 | 3,39 | 660 | 27,66 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 1 180 | 204 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 15 200 | −11,90 | 2 634 | 8,67 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 817 | 0,00 | 488 | 23,54 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 937 | 0,00 | 162 | 23,66 | ||||
| 2025-05-06 | 13F | Arlington Capital Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 39 180 | 33,54 | 6 730 | 63,09 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 1 487 | 258 | ||||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 3 892 | −3,11 | 674 | 19,50 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 4 480 | −0,33 | 776 | 22,98 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 200 | 0,00 | 309 | −12,00 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 3 342 | 41,91 | 579 | 75,45 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 2 327 | 0,04 | 403 | 23,62 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 12 461 | 3,27 | 2 159 | 27,45 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1 700 | 0,00 | 295 | 23,53 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 234 | 0,00 | 41 | 25,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 111 330 | −25,96 | 19 290 | −8,65 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 119 336 | −16,72 | 20 945 | 4,08 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 22 808 | −16,68 | 3 952 | 2,78 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 114 226 | −14,76 | 19 792 | 5,16 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13 094 | −5,07 | 2 429 | 28,65 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 867 095 | −10,27 | 150 | 11,11 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 240 | 0,00 | 42 | 24,24 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 053 | 7,90 | 876 | 33,18 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4 503 | 0,00 | 780 | 23,42 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 908 | 0,00 | 331 | 23,60 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 8 670 | −12,42 | 1 499 | 7,84 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 2 000 | −14,89 | 281 | −2,78 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 726 | 3,10 | 819 | 27,22 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 4 005 | 694 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 861 595 | 2,79 | 149 289 | 26,82 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 13 159 | −59,50 | 2 280 | −50,03 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 45 | −97,25 | 8 | −96,94 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 794 | 0,00 | 138 | 23,42 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 64 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | First National Trust Co | 8 399 | 0,00 | 1 455 | 23,41 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 103 | 538 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 207 | 209 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 2 228 | 313 | ||||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 8 323 | 1,43 | 1 442 | 25,17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 29 829 | 33,54 | 5 169 | 45,05 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 287 | −0,08 | 223 | 8,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 88 500 | 58,04 | 15 334 | 94,99 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9 300 | −76,69 | 1 611 | −71,25 | |||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 629 554 | 1,40 | 109 | 25,29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 096 | −1,06 | 1 403 | 22,02 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1 951 | −6,87 | 338 | 14,63 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 329 | 230 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 4 137 | 0,00 | 717 | 23,24 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3 407 | 590 | ||||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 5 478 | −2,86 | 949 | 19,97 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 11 588 | −2,31 | 2 008 | 20,47 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 295 | −21,12 | 906 | −4,63 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 193 | −35,88 | 33 | −21,43 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 65 048 | 0,77 | 11 271 | 24,32 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 8 099 | 1 403 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 2 649 | −19,99 | 459 | −1,51 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 764 124 | −19,16 | 132 | 0,00 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1 600 | 0,00 | 225 | −12,16 | ||||
| 2025-05-15 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 152 | 0,00 | 26 | 23,81 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 60 | 0,00 | 10 | 25,00 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 042 | −8,61 | 2 087 | 12,76 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 148 940 | 10,53 | 25 822 | 36,36 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 846 | 0,00 | 147 | 23,73 | ||||
| 2025-05-12 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 15 760 | −4,69 | 2 731 | 17,57 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 268 | 220 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 293 | −6,29 | 917 | 15,64 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 16 035 | −1,39 | 2 778 | 21,68 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 1 326 | 230 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 33 503 | 1,59 | 5 805 | 25,35 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 6 882 | −9,02 | 1 247 | 16,01 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12 684 | 17,53 | 2 198 | 45,02 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 113 957 | 10,96 | 19 745 | 36,90 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 15 817 | 9,35 | 2 741 | 34,91 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9 490 | −20,63 | 1 644 | −2,08 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 30 655 | 0,89 | 5 361 | 34,34 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 15 452 | 0,00 | 2 677 | 23,36 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 1 752 | 0,00 | 304 | 23,17 | ||||
| 2025-08-19 | NP | GAPIX - Goldman Sachs Dynamic Global Equity Fund Institutional | 6 536 | 0,00 | 1 132 | 23,45 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 634 | −25,76 | 110 | −8,40 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 402 | 0,00 | 70 | 23,21 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 5 223 | −6,65 | 905 | 15,16 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 4 128 | −1,57 | 715 | 21,39 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 1 200 | 208 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 26 326 | −10,29 | 4 562 | 10,68 | ||||
| 2025-08-04 | 13F | AdvisorShares Investments LLC | 29 168 | −13,55 | 5 054 | 5,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 847 | 5,60 | 320 | 30,61 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 9 229 | 0,00 | 1 599 | 23,38 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 365 | −25,98 | 236 | −8,53 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 051 | 0,07 | 702 | 23,42 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 20 439 | 41,69 | 3 541 | 74,86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 300 | 52 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 346 | 233 | ||||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 2 400 | 0,00 | 416 | 23,15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 162 | 189,29 | 28 | 300,00 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15 777 | 16,62 | 2 734 | 44,37 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 6 291 | 22,61 | 1 090 | 51,39 | ||||
| 2025-03-28 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 28 140 | −42,22 | 4 493 | −38,78 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7 330 | 54,02 | 1 270 | 90,12 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 35 311 | 8,09 | 6 118 | 33,35 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 1 910 | 0,00 | 331 | 23,13 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 18 903 | −19,12 | 3 275 | −0,21 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 16 443 | −20,75 | 2 849 | −2,20 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 39 942 | −0,98 | 6 921 | 22,15 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 4 130 | −15,20 | 716 | 4,69 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 1 274 | 221 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 89 073 | 27,43 | 15 434 | 57,22 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 5 363 | −8,36 | 929 | 13,15 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 2 774 | 0,04 | 481 | 23,39 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 38 174 | 2,71 | 6 614 | 26,73 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1 428 | −75,71 | 201 | −78,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 58 274 | −51,52 | 10 099 | −40,19 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 2 153 | −86,95 | 390 | −83,16 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 7 219 | −2,17 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 159 756 | −5,50 | 27 681 | 16,59 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 2 330 | 0,00 | 404 | 23,24 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 56 514 | 9 792 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 3 345 | 0,00 | 580 | 23,45 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 606 | −9,80 | 452 | 11,36 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 9 015 | 27,04 | 1 562 | 56,73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 14 895 | 14,28 | 2 581 | 40,98 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 8 965 | 5,35 | 1 553 | 29,96 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 3 202 | −2,05 | 555 | 20,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 906 393 | −13,49 | 157 | 6,80 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 4 300 | −20,37 | 745 | −1,72 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 26 810 | −13,16 | 4 645 | 10,10 | ||||
| 2025-07-17 | 13F | City Holding Co | 150 | 0,00 | 26 | 19,05 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 16 207 | 728,58 | 2 808 | 924,82 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 51 474 | −1,08 | 8 919 | 22,05 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 497 | −6,45 | 1 646 | 15,44 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 2 355 | 4,48 | 408 | 29,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 982 887 | −5,79 | 170 305 | 16,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 28 112 | 27,99 | 4 871 | 57,91 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2 198 | 381 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 77 438 | −2,68 | 13 418 | 20,06 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 1 615 | −27,35 | 280 | −10,58 | ||||
| 2025-08-13 | 13F | Loomis Sayles & Co L P | 246 | −33,33 | 43 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 545 | 0,00 | 94 | 23,68 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 1 508 | 261 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 719 | 312 | ||||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 138 | 24 | ||||||
| 2025-07-15 | 13F | Graypoint LLC | 30 735 | 2,67 | 5 325 | 26,67 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 8 706 | −4,18 | 1 508 | 18,18 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 598 623 | 6,49 | 276 993 | 31,38 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 531 | −6,84 | 92 | 15,00 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 1 536 | 0,00 | 266 | 23,72 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 30 192 | −12,50 | 5 231 | 7,97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 150 521 | 24,40 | 26 081 | 53,48 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 938 | −4,87 | 163 | 17,39 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 3 379 | −11,31 | 585 | 9,35 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2 241 | −0,58 | 401 | 21,95 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 3 269 | −15,75 | 566 | 4,04 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 374 478 | −1,43 | 64 886 | 21,61 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 33 289 | −26,68 | 5 768 | −9,54 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 2 876 | −59,24 | 498 | −49,70 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 984 | −39,56 | 170 | −25,44 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 21 994 | −35,01 | 3 811 | −19,82 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 146 | −6,94 | 372 | 14,86 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 1 219 | −40,45 | 211 | −26,48 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 19 | 0,00 | 3 | 50,00 | ||||
| 2025-08-19 | NP | GGSIX - Goldman Sachs Growth Strategy Portfolio Institutional | 16 996 | 0,00 | 2 945 | 23,39 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 6 468 | 59,19 | 1 121 | 96,49 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 3 860 | 0,00 | 669 | 23,25 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 5 453 | −1,16 | 945 | 21,96 | ||||
| 2025-05-27 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 235 026 | 3,70 | 33 007 | −8,70 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 3 736 | −15,03 | 647 | 4,86 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 2 751 | −15,38 | 477 | 4,39 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 1 892 | −64,52 | 328 | −56,28 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 126 | 0,00 | 22 | 23,53 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 968 | 0,00 | 514 | 23,56 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 31 279 | 37,63 | 5 373 | 68,09 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 062 | 1,36 | 877 | 25,11 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 417 | 11,20 | 72 | 38,46 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 3 557 | −16,09 | 616 | 3,53 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 119 | −5,70 | 367 | 16,51 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 1 660 | 288 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 623 | 108 | ||||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 2 403 | 0,75 | 416 | 24,55 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 181 | −25,43 | 551 | −8,01 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15 123 | 5,95 | 2 620 | 30,74 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 700 717 | 126,44 | 121 413 | 179,38 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 200 | −28,57 | 34 | −8,11 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 24 053 | 0,00 | 4 168 | 23,36 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 12 091 | 3,79 | 2 095 | 28,06 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 11 694 | 0,00 | 2 026 | 23,39 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 402 | 0,95 | 1 462 | 25,17 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 979 | −28,14 | 343 | −11,40 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3 455 | −3,65 | 599 | 18,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 314 185 | 9,80 | 54 439 | 35,47 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 105 584 | −2,82 | 18 295 | 19,91 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3 435 | 0,06 | 595 | 23,44 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 352 | 0,00 | 61 | 22,45 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 1 860 | 0,00 | 322 | 23,37 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 461 | 0,22 | 80 | 23,44 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 66 512 | −5,44 | 9 341 | −16,76 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1 441 | −4,51 | 250 | 18,01 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 55 949 | −79,89 | 10 | −79,07 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 5 273 | 914 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 44 316 | −0,54 | 7 679 | 22,71 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 465 | 81 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 369 743 | 16,76 | 64 065 | 44,05 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 657 | 0,00 | 980 | 23,43 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 2 291 | −18,00 | 397 | 1,02 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 344 | −31,95 | 233 | −15,88 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 3 270 | −34,89 | 567 | −19,72 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 81 169 | −0,23 | 14 072 | 23,16 | ||||
| 2025-05-06 | 13F | Soundwatch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 604 | 0,00 | 105 | 23,81 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 14 938 | 5,71 | 2 588 | 30,44 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9 592 | −1,03 | 1 662 | 22,12 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 20 634 | 4,78 | 3 575 | 29,29 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 1 532 | 0,07 | 265 | 23,26 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 536 | −0,55 | 439 | 22,63 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 4 396 | 0,00 | 762 | 23,34 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 19 | 3 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 5 898 | 1,03 | 1 022 | 24,66 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 7 157 | −0,60 | 1 240 | 22,65 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 6 748 | −24,11 | 1 169 | −6,33 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 24 392 | 0,05 | 4 226 | 23,46 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 610 | 106 | ||||||
| 2025-05-12 | 13F | FIL Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 1 548 | 0,00 | 268 | 23,50 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 713 | −0,06 | 241 | −12,09 | ||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 1 682 | −14,14 | 291 | 5,82 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 505 | 39,92 | 607 | 72,93 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 10 365 | 0,00 | 1 796 | 23,37 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 17 015 | 1,28 | 2 948 | 24,97 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3 293 | −1,85 | 572 | 21,23 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 588 | 0,00 | 102 | 23,17 | ||||
| 2025-04-14 | 13F | Beach Investment Counsel Inc/pa | 9 800 | 0,00 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 86 | −30,08 | 15 | −17,65 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 64 710 | −32,19 | 11 212 | −16,33 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 13 655 | 4,66 | 1 901 | −8,65 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 2 802 | 0,00 | 486 | 23,41 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 386 | 0,00 | 67 | 22,22 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 23 553 | 4,41 | 4 081 | 28,82 | ||||
| 2025-04-10 | 13F | Heritage Family Offices, LLP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 170 | −12,47 | 1 589 | 7,95 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 3 200 | 0,00 | 554 | 23,39 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9 049 | 12,75 | 1 568 | 39,04 | ||||
| 2025-08-13 | 13F | ESG Planning | 1 187 | 206 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 5 979 | 1 025 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 416 010 | 1,50 | 938 432 | 25,23 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 4 | −78,95 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 52 | 0,00 | 9 | 28,57 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 5 349 | −51,36 | 927 | −40,03 | ||||
| 2025-04-11 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 030 | 0,00 | 352 | 23,16 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 16 808 | −11,10 | 2 912 | 9,68 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 919 | 0,00 | 159 | 8,90 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 619 | −8,34 | 974 | 13,14 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 750 | 0,00 | 138 | 24,55 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 19 327 | −11,76 | 3 349 | 8,84 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 1 165 | 202 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 9 599 | 6,36 | 1 663 | 31,25 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 2 205 | 0,05 | 382 | 23,62 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Lighthouse Financial LLC | 4 500 | 0,00 | 780 | 23,45 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 1 930 | 334 | ||||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 50 231 | 50,47 | 8 704 | 85,64 | ||||
| 2025-08-14 | 13F | Comerica Bank | 49 415 | −1,86 | 8 562 | 21,09 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 40 986 | 3,15 | 7 100 | 27,24 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 390 | 241 | ||||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 16 703 | −6,19 | 2 894 | 4,70 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 7 185 | 0,00 | 1 245 | 23,29 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 762 | −14,60 | 652 | 5,34 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 782 | 0,00 | 309 | 23,20 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 896 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 1 | 0 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 920 | 0,00 | 333 | 23,42 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 453 | 0,00 | 79 | 23,81 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 975 | 27,73 | 1 036 | 57,77 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 186 792 | 323,89 | 32 365 | 423,03 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 23 451 | 21,21 | 4 | 100,00 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 107 | 19 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 6 891 | 6,16 | 968 | −6,57 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 12 663 | −8,94 | 2 194 | 12,34 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 469 | −55,91 | 428 | −45,67 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 2 426 | −6,62 | 433 | 13,65 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 8 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 056 | −31,78 | 183 | −16,13 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 418 | 246 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 4 804 | −0,41 | 832 | 22,90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 484 538 | −4,75 | 83 961 | 17,52 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 097 | −3,19 | 363 | 19,41 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 382 977 | 0,83 | 66 358 | 24,40 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2 269 | 0,00 | 393 | 23,58 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 976 | 11,26 | 342 | 37,35 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 607 | 0,00 | 105 | 23,53 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 104 252 | 1,52 | 18 064 | 25,25 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 2 030 | −91,71 | 352 | −89,79 | ||||
| 2025-07-16 | 13F | American National Bank | 655 | 0,00 | 113 | 24,18 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 375 | 128,66 | 64 | 178,26 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 18 982 | 85,62 | 3 289 | 129,04 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 2 160 | −14,29 | 374 | 5,95 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 1 914 | 0,00 | 269 | 0,00 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 13 575 | 2,65 | 2 352 | 26,66 | ||||
| 2025-08-05 | 13F | Westwood Wealth Management | 9 995 | −0,79 | 1 732 | 22,42 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 2 000 | 0,00 | 347 | 23,57 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 45 535 | 73,01 | 7 890 | 113,45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 522 | 90 | ||||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 2 237 | 388 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 645 | 8,43 | 805 | 33,78 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 148 | 62,64 | 26 | 108,33 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 2 805 | −10,04 | 394 | −20,93 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 12 600 | 0,00 | 2 183 | 23,40 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 69 | −15,85 | 12 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 47 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 588 | −12,69 | 968 | 7,80 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 9 961 | 0,05 | 1 726 | 23,39 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 2 000 | 0,00 | 347 | 23,57 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 124 468 | −0,92 | 21 566 | 22,24 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Rockland Trust Co | 1 835 | 0,00 | 318 | 23,35 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 59 106 | 0,14 | 10 241 | 21,47 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 1 761 | −77,85 | 305 | −72,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 287 | 50 | ||||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 6 609 | 0,05 | 1 145 | 23,52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 349 | 234 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 62 442 | 288,56 | 10 819 | 379,57 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 16 784 | 2,16 | 2 908 | 26,05 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 6 013 | 1 042 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 156 536 | 2,40 | 200 481 | 26,46 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 1 760 | 0,00 | 305 | 23,08 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 10 791 | 270,95 | 1 870 | 358,09 | ||||
| 2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 5 562 | −24,22 | 964 | −6,50 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 11 819 | −4,96 | 2 048 | 17,24 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 642 | 285 | ||||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 590 | −21,33 | 102 | −2,86 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 5 033 | −1,16 | 872 | 21,96 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 26 782 | 1,97 | 4 639 | 25,76 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 41 745 | −6,18 | 7 233 | 15,77 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 22 678 | 0,00 | 3 929 | 23,40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 106 | −25,94 | 538 | −8,66 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 9 600 | 0,00 | 1 663 | 23,37 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 175 | 427,91 | 377 | 559,65 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 094 | 9,84 | 190 | 35,97 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 6 700 | 0,00 | 1 161 | 23,40 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 10 | 2 | ||||||
| 2025-05-13 | 13F | Adams Wealth Management | 2 228 | 313 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 77 759 | −6,15 | 13 473 | 15,80 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 18 256 | 3 163 | ||||||
| 2025-05-15 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 96 568 | −11,78 | 16 732 | 7,75 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 14 566 | 2,29 | 2 524 | 26,21 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 827 221 | −19,05 | 143 333 | −0,13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 23 844 | 83,56 | 4 132 | 126,48 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 6 813 | −28,33 | 1 181 | −11,61 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 3 133 | 38,63 | 564 | 83,99 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 2 088 | 0,00 | 293 | −12,01 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 1 657 | −22,57 | 287 | −4,33 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7 625 | 109,88 | 1 321 | 159,02 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 121 976 | 6,31 | 21 135 | 31,16 | ||||
| 2025-05-13 | 13F | Journey Advisory Group, LLC | 281 | |||||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 6 680 | 0,00 | 1 157 | 23,35 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 13 025 | −11,87 | 2 257 | 8,72 | ||||
| 2025-08-25 | NP | QPX - AdvisorShares Q Dynamic Growth ETF | 29 168 | −13,55 | 5 054 | 6,65 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 17 841 | 0,00 | 3 091 | 23,39 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 12 294 | 3,29 | 2 130 | 27,47 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 36 | 0,00 | 6 | 20,00 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 16 514 | 3,21 | 2 319 | −9,20 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 87 | −36,50 | 15 | −21,05 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 29 185 | −0,10 | 5 057 | 23,26 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2 166 | −62,70 | 375 | −53,99 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 17 004 | −12,07 | 2 946 | 8,51 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 841 | 0,32 | 492 | 28,80 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 600 | 0,00 | 104 | 21,18 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 38 | 6 | ||||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 5 459 | 0,53 | 946 | 24,02 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 469 | 215,33 | 423 | 281,08 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 8 099 | −0,75 | 1 403 | 22,53 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 071 | −1,05 | 359 | 22,18 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 80 737 | −4,59 | 13 989 | 17,71 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 470 | 24,60 | 948 | 53,73 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 7 092 | −1,42 | 1 229 | 21,58 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53 406 | 20,35 | 7 500 | 5,96 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 92 | 0,00 | 16 | 25,00 | ||||
| 2025-08-19 | NP | GOIIX - Goldman Sachs Growth and Income Strategy Portfolio Institutional | 16 184 | 0,00 | 2 804 | 23,42 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 340 996 | 0,42 | 59 084 | 23,89 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 2 859 | 19,27 | 495 | 47,32 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 1 894 | 0,00 | 328 | 23,77 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 22 773 | 3,05 | 3 946 | 27,14 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 27 085 | 60,38 | 3 804 | 41,22 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 650 | −5,93 | 113 | 15,46 | ||||
| 2025-07-16 | 13F | Flower City Capital | 1 620 | 0,00 | 281 | 23,35 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 1 405 | −11,13 | 243 | 9,46 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 52 541 | −15,35 | 9 104 | 4,44 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 2 044 | 0,00 | 354 | 23,34 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 47 017 | −1,38 | 8 147 | 21,67 | ||||
| 2025-07-17 | 13F | Campion Asset Management LLC | 1 800 | 0,00 | 312 | 23,41 | ||||
| 2025-06-17 | NP | GSBIX - Goldman Sachs Income Builder Fund Institutional | 43 398 | 0,00 | 6 199 | −10,55 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5 602 | −4,26 | 787 | −15,76 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 18 113 | 3 138 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 1 488 | 0,00 | 258 | 23,56 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 7 728 | −1,57 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 400 | 0,00 | 69 | 23,21 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 543 | −10,86 | 1 307 | 9,93 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 60 698 | −13,98 | 10 517 | 6,14 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20 659 | 12,53 | 3 580 | 38,83 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 16 606 | −3,48 | 2 877 | 19,08 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 1 963 | 0,00 | 340 | 23,64 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 28 966 | 4,90 | 5 019 | 29,46 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 434 | −4,82 | 75 | 4,17 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 27 918 | −9,79 | 4 837 | 11,30 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 1 329 | 230 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2 963 | 37,43 | 513 | 69,87 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 9 406 | 12,75 | 1 630 | 39,11 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 13 749 | −5,04 | 2 416 | 18,79 | ||||
| 2025-08-06 | 13F | Brooktree Capital Management | 6 746 | 1 169 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 24 779 | −24,61 | 4 293 | −6,98 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 8 139 | −0,44 | 1 410 | 22,82 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 11 274 | −31,84 | 1 954 | −15,93 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 934 | 4,98 | 1 201 | 29,56 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 245 | −3,94 | 216 | 18,13 | ||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 547 | 95 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 4 789 | 17,29 | 830 | 44,68 | ||||
| 2025-08-12 | 13F | Picton Mahoney Asset Management | 600 | −14,29 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 5 415 | −18,68 | 982 | 4,92 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 2 382 | −1,65 | 413 | 21,18 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 349 410 | −0,83 | 60 514 | 22,30 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 4 903 | 0,02 | 1 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 67 247 | 76,83 | 11 652 | 118,18 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 800 | −90,47 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 55 797 | −1,02 | 9 668 | 22,12 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 14 763 | −46,40 | 2 558 | −40,29 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5 919 | −1,00 | 1 026 | 22,17 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 12 377 | 266,94 | 2 145 | 353,28 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 114 246 | 0,64 | 19 795 | 24,17 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 370 | −0,63 | 411 | 22,75 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77 704 | 42,19 | 13 469 | 75,50 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 30 660 | 1,64 | 5 312 | 23,94 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 235 | 41 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 6 910 | −3,56 | 1 197 | 18,99 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 2 072 | −0,29 | 359 | 23,37 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 7 546 | −6,71 | 1 293 | 27,89 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 167 | −15,06 | 721 | 4,80 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 12 254 | 1,54 | 2 151 | 31,34 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 12 081 | −4,85 | 2 093 | 17,39 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2 404 | 0,17 | 417 | 23,44 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 1 704 | 272 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 72 318 | −3,07 | 12 530 | 19,60 | ||||
| 2025-04-15 | 13F | Collier Financial | 447 | −97,16 | 63 | −97,53 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 51 250 | −0,51 | 8 880 | 22,74 | ||||
| 2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 31 406 | −0,74 | 5 694 | 26,43 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 46 827 | −15,47 | 8 114 | 4,29 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 000 | −56,98 | 2 772 | −46,92 | ||||
| 2025-07-24 | 13F | Verger Capital Management LLC | 2 874 | 0,03 | 498 | 23,33 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 100 | 0,00 | 17 | 21,43 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 9 812 | −1,69 | 1 700 | 21,34 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 20 000 | 0,00 | 3 465 | 23,40 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 24 811 | −0,01 | 4 299 | 23,39 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 2 121 | −79,73 | 368 | −75,02 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 7 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 65 526 | 11 354 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 874 | 0,05 | 325 | 23,19 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 6 062 | −9,60 | 1 050 | 11,58 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25 511 | 0,71 | 4 420 | 24,26 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 978 | 0,00 | 169 | 23,36 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 600 | −0,31 | 451 | 22,95 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 11 479 | 0,03 | 1 989 | 23,46 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 22 006 | −7,12 | 3 813 | 14,61 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 371 | 237 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 52 821 | 1,16 | 9 152 | 24,81 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 343 | 59 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1 961 | 340 | ||||||
| 2025-07-10 | 13F | Jackson Square Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Unified Investment Management | 6 045 | 0,00 | 1 047 | 23,47 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 10 000 | 1 733 | |||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 1 838 | 318 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 56 687 | 10,59 | 9 822 | 36,45 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 24 831 | 1,49 | 4 302 | 25,20 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 14 704 | −1,41 | 2 548 | 127 250,00 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6 356 | −4,69 | 1 091 | 16,45 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 3 248 | −5,50 | 563 | 16,60 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 9 284 | −0,55 | 1 609 | 22,75 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 2 324 | 0,00 | 403 | 23,31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 61 782 | −2,33 | 10 705 | 20,50 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 21 996 | −7,03 | 3 811 | 14,72 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 82 | 0,00 | 14 | 27,27 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 10 540 | −15,13 | 1 826 | 4,70 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 31 279 | −0,25 | 5 420 | 23,08 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 57 342 | 5,96 | 9 936 | 30,72 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 88 834 | 2 674,33 | 15 392 | 3 328,06 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 1 722 | 0,00 | 298 | 23,65 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 3 346 | 0,00 | 580 | 23,45 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 3 476 | −0,14 | 602 | 23,36 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 208 | 209 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 391 | 26,44 | 414 | 56,23 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 52 454 | 244,75 | 9 089 | 325,47 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 17 515 | 18,47 | 3 035 | 46,15 | ||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 2 875 | 0,00 | 498 | 23,57 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 9 764 | −6,85 | 1 692 | 14,88 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 3 469 | −2,25 | 601 | 20,68 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 1 204 | 209 | ||||||
| 2025-07-21 | 13F | HT Partners LLC | 2 612 | 0,00 | 453 | 23,50 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 222 | 35,37 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 10 419 | −10,84 | 1 805 | −3,17 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 206 | −92,45 | 382 | −90,69 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 26 268 | 0,00 | 4 551 | 23,37 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 13 107 | 1,71 | 2 271 | 25,54 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 9 700 | 0,00 | 2 | 0,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 383 | −41,89 | 335 | −45,87 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 678 | −9,36 | 117 | 11,43 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3 292 | 0,00 | 570 | 23,38 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 3 413 | 17,45 | 1 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 006 | 55,73 | 174 | 93,33 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1 680 | 291 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 1 238 | −68,92 | 212 | −62,08 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 18 232 | 0,00 | 3 159 | 23,40 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 928 | −11,99 | 681 | 8,63 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 269 | −6,36 | 393 | 1,81 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 52 | 0,00 | 9 | 28,57 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 47 904 | 0,00 | 8 228 | 22,31 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 9 834 | 0,00 | 1 129 | 0,00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 3 352 | −0,42 | 581 | 22,88 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 2 265 | −25,42 | 393 | −7,98 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 282 556 | 6,87 | 48 958 | 31,85 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 5 850 | −15,49 | 822 | −25,63 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 2 356 | 34,17 | 408 | 65,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 940 167 | −0,21 | 1 029 253 | 23,12 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 197 934 | 34 296 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 1 701 | −12,36 | 295 | 8,09 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1 830 | 0,00 | 317 | 23,35 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 20 326 | −0,73 | 4 | 50,00 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 132 | −14,80 | 1 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 580 | 0,00 | 100 | 23,46 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 678 | 637 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 17 152 | −3,35 | 2 972 | 19,22 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 16 309 | −39,10 | 2 958 | −21,33 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 7 013 | 55,91 | 1 215 | 92,55 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 | 533 | 0,00 | 76 | −10,59 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2 305 | 2,44 | 400 | 26,27 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7 856 | −20,02 | 1 361 | −1,31 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 659 | −4,70 | 461 | 17,65 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17 885 | 0,00 | 2 512 | −11,99 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 19 315 | 3 347 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 278 924 | −66,37 | 48 329 | −58,51 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 60 | −99,42 | 10 | −99,31 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 73 284 | −29,00 | 12 698 | −13,28 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 6 891 | 1 194 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 1 520 | −11,32 | 263 | 9,58 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 39 448 | −3,16 | 6 835 | 19,49 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 140 | 24 | ||||||
| 2025-08-05 | 13F | Allstate Corp | 2 800 | 485 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10 480 | −0,05 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 115 559 | −15,20 | 20 023 | 4,62 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 5 009 | −13,64 | 868 | 6,51 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 4 277 | 0,02 | 741 | 23,33 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 10 932 | 25,79 | 1 894 | 55,25 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 37 013 | −21,31 | 6 413 | −2,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6 797 | −81,42 | 1 178 | −77,09 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 260 | 0,00 | 45 | 25,00 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2 203 | 20,05 | 0 | |||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 20 564 | 0,00 | 3 563 | 23,42 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 16 746 | −3,60 | 2 902 | 18,45 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 1 150 | 0,00 | 199 | 23,60 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 4 680 | −0,28 | 811 | 22,91 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 5 048 | 9,19 | 875 | 34,67 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 214 | 0,00 | 37 | 23,33 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 11 546 | −4,10 | 2 001 | 18,34 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 313 | 228 | ||||||
| 2025-04-30 | 13F | China Universal Asset Management Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 087 | −2,20 | 708 | 20,82 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 16 | 300,00 | 3 | |||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 1 171 | 203 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5 795 | −84,14 | 1 004 | −79,66 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 13 367 | −87,37 | 2 316 | −84,41 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 1 220 | 211 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5 034 | −12,76 | 872 | 7,65 | ||||
| 2025-07-22 | 13F | Sava Infond d.o.o. | 1 160 | 0,00 | 201 | 23,46 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 181 849 | −2,52 | 31 509 | 20,26 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 290 | 224 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 848 | 6,07 | 493 | 30,77 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 408 | 30 000,00 | 417 | 41 600,00 | ||||
| 2025-08-06 | 13F | Warm Springs Advisors Inc. | 2 599 | −4,17 | 450 | 18,42 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 200 | 0,00 | 208 | 23,21 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 21 077 | 40,20 | 3 652 | 73,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 314 | −1,13 | 185 | −12,80 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 644 | 37,28 | 458 | 69,63 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 26 016 | −1,33 | 4 508 | 21,71 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 1 747 | 0,29 | 303 | 23,77 | ||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 4 812 | 0,00 | 834 | 23,41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 23 066 | 3 997 | ||||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1 803 | −14,75 | 312 | 5,05 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 1 390 | 241 | ||||||
| 2025-08-06 | 13F | Bonfire Financial | 1 509 | 262 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 2 208 | −17,70 | 383 | 1,60 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 373 | −4,95 | 1 624 | 17,34 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 580 | 11,42 | 967 | 37,41 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 2 424 | 0,00 | 420 | 23,53 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 9 842 | 7,16 | 1 705 | 32,27 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 137 | 6,42 | 370 | 31,21 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 1 530 | 0,00 | 265 | 23,83 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 3 152 | 0,00 | 574 | 29,86 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 3 212 | −73,34 | 563 | −68,26 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 79 605 | 46,52 | 13 793 | 80,77 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 188 | 6,26 | 206 | 30,57 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 229 398 | −18,51 | 39 748 | 0,54 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 78 963 | 10,95 | 13 682 | 36,88 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 194 892 | −0,94 | 33 769 | 22,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 98 383 | 19,84 | 17 047 | 47,85 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 3 611 | −0,14 | 1 | |||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 581 | 0,00 | 794 | 23,33 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 540 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 8 517 | 4,21 | 1 476 | 28,60 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 759 | 2,26 | 651 | 26,16 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 24 935 | −2,65 | 4 320 | 20,10 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 478 | 0,00 | 83 | 22,39 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 2 739 | 0,00 | 475 | 23,44 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 11 762 | 15,45 | 2 038 | 42,52 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 8 888 | −8,04 | 1 540 | 13,41 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 558 | −18,32 | 790 | 0,77 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 1 926 | 0,00 | 334 | 23,33 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9 653 | 0,19 | 1 673 | 23,58 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 2 327 | −0,13 | 403 | 23,24 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 20 713 | −0,91 | 3 589 | 22,25 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 431 | 941 | ||||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 3 400 | 8,59 | 589 | 34,17 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 517 376 | −10,13 | 89 646 | 10,88 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 18 384 | −6,68 | 3 185 | 15,15 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 9 805 | −2,00 | 1 699 | 20,85 | ||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 67 | 0,00 | 12 | 22,22 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 44 436 | −2,93 | 7 699 | 19,77 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1 173 | 203 | ||||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 40 573 | −53,05 | 7 030 | −42,07 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 16 798 | −33,06 | 2 911 | −17,42 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 15 601 | 7,55 | 2 703 | 32,70 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 938 | 0,00 | 163 | 23,66 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 3 508 | −3,41 | 608 | 19,02 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36 107 | −14,65 | 6 256 | 5,30 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 26 970 | −19,52 | 4 673 | −0,70 | ||||
| 2025-08-06 | 13F | Simmons Bank | 40 052 | −1,65 | 6 940 | 21,33 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 28 808 | 72,10 | 4 992 | 112,38 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 771 | 28,60 | 827 | 58,54 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 361 | 0,00 | 63 | 24,00 | ||||
| 2025-08-04 | 13F | Balentine LLC | 293 | 0,00 | 51 | 21,95 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 227 | 39 | ||||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 2 290 | 0,00 | 397 | 23,36 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 1 173 | 203 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 18 284 | −6,12 | 3 168 | 15,83 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 11 505 | 0,91 | 1 994 | 24,48 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 15 053 | 0,00 | 2 608 | 23,37 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 398 674 | 10,06 | 69 078 | 35,79 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 2 257 | −2,67 | 397 | 26,11 | ||||
| 2025-08-14 | 13F | Fmr Llc | 74 106 | 7,90 | 12 840 | 33,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 886 278 | −3,67 | 154 | 18,60 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 6 486 | 13,00 | 1 124 | 39,33 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 20 429 | 3 540 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 6 273 | 0,05 | 1 087 | 23,41 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 171 187 | 14 772,89 | 29 662 | 18 322,98 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 61 116 | −5,59 | 10 590 | 16,48 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 28 885 | 1,13 | 5 005 | 24,76 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 11 095 | −0,26 | 1 922 | 23,05 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 32 213 | −17,35 | 5 581 | 1,97 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 8 241 | 5,09 | 1 461 | 25,75 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14 500 | 2 512 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 4 950 | 0,00 | 858 | 23,31 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Balanced Managed Risk Portfolio | 11 450 | 30,29 | 1 984 | 60,70 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 029 | 0,00 | 178 | 23,61 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 2 729 | 0,04 | 473 | 23,24 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 28 151 | −0,68 | 3 954 | −12,56 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 6 054 | 70,73 | 1 049 | 110,64 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 000 | 0,00 | 347 | 23,57 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 9 787 | −4,12 | 1 375 | −15,60 | ||||
| 2025-03-27 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 25 666 | −5,51 | 4 098 | 0,12 |
