Grundläggande statistik
| Institutionella ägare | 1345 total, 1342 long only, 0 short only, 3 long/short - change of 3,06% MRQ |
| Genomsnittlig portföljallokering | 0.9033 % - change of −6,21% MRQ |
| Institutionella aktier (lång) | 335 280 635 (ex 13D/G) - change of 10,91MM shares 3,36% MRQ |
| Institutionellt värde (lång) | $ 18 056 913 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (US:JEPI) har 1345 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 335,280,635 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Wells Fargo & Company/mn, Jpmorgan Chase & Co, Envestnet Asset Management Inc, UBS Group AG, Royal Bank Of Canada, JNBAX - JPMorgan Income Builder Fund Class A, Raymond James Financial Inc, and Nationwide Fund Advisors .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF (ARCA:JEPI) 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 56,77 / share. Previously, on September 17, 2024, the share price was 59,01 / share. This represents a decline of 3,80% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Vicus Capital | 131 004 | 3,22 | 7 448 | 2,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 007 194 | 12,95 | 57 259 | 12,38 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 77 | 4 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 1 911 | 0,00 | 107 | 0,94 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 22 605 | 13,11 | 1 285 | 12,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 560 284 | 40,50 | 31 852 | 38,84 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 855 | 0,00 | 219 | −0,45 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 49 254 | 6,03 | 2 800 | 5,50 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6 172 | 18,94 | 351 | 18,24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 5 743 | −75,70 | 327 | −75,85 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 53 824 | 6,92 | 3 060 | 6,36 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 181 | 0,00 | 10 | 11,11 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 175 867 | 10,87 | 9 996 | 10,31 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8 472 | 20,05 | 484 | 27,70 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 33 658 | 198,02 | 1 913 | 196,59 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 400 | 0,00 | 23 | −4,35 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 63 074 | 13,80 | 3 586 | 13,23 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 633 | 263 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 319 | 61,05 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 120 950 | 15,96 | 6 876 | 15,39 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II | 358 926 | 20 405 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 13 404 643 | −52,42 | 762 054 | −52,66 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4 102 | 233 | ||||||
| 2025-04-10 | 13F | Chronos Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 70 726 | 0,78 | 4 021 | 0,25 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 981 | 13,98 | 113 | 13,13 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 5 429 | 8,69 | 309 | 8,07 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 16 104 | 14,16 | 915 | 13,52 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8 738 | 134,83 | 497 | 133,96 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 25 963 | 125,20 | 1 463 | 129,51 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3 748 | 2,57 | 213 | 2,40 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 14 334 | 53,57 | 815 | 52,72 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 3 710 | −20,96 | 211 | −21,64 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 26 778 | −2,08 | 1 522 | −2,56 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 48 277 | −2,63 | 2 745 | −3,14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5 907 | 3,50 | 336 | 2,76 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 121 431 | −2,44 | 6 910 | −2,92 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II | 375 844 | 21 367 | ||||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10 220 | −10,93 | 581 | −11,30 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II | 310 713 | 17 664 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 278 784 | 19,17 | 15 849 | 18,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 61 463 | 13,20 | 3 494 | 12,64 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 23 645 | 140,17 | 1 344 | 139,15 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 5 106 | 0,00 | 290 | −0,34 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 400 | 0,00 | 23 | 0,00 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 58 906 | 3 349 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 8 580 | 24,75 | 488 | 23,92 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 489 | −0,88 | 255 | −1,16 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 113 221 | 1,60 | 6 437 | 1,08 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 650 275 | 4,32 | 36 971 | 3,79 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 24 397 | 4,69 | 1 387 | 4,13 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 22 852 | 16,17 | 1 299 | 15,57 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 7 104 | 0,00 | 404 | −0,49 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 589 | −62,93 | 34 | −63,74 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 78 889 | 9,27 | 4 485 | 8,70 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 097 | 3,61 | 119 | 3,48 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 630 278 | −0,13 | 35 831 | −0,64 | ||||
| 2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 532 | 1,73 | 87 | 1,16 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 16 308 | 4,49 | 927 | 4,04 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 8 921 | −12,01 | 507 | −12,44 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 5 367 | 305 | ||||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 83 172 | 3,68 | 4 728 | 3,12 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 8 235 | −16,03 | 468 | −16,43 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 5 012 | 2,24 | 285 | 1,43 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 1 323 | −99,40 | 8 204 | −34,93 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 43 620 | −5,30 | 2 480 | −5,81 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 14 700 | 833 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4 321 | −15,72 | 246 | −16,10 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 5 908 | −8,10 | 336 | −8,72 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 60 193 | −12,15 | 3 422 | −12,62 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 10 369 | 3,89 | 589 | 3,33 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 708 349 | 191,48 | 97 120 | 190,00 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 102 365 | −3,63 | 5 819 | −4,12 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 57 947 | 3,53 | 3 294 | 3,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Melia Wealth LLC | 645 241 | 5,45 | 36 682 | 4,92 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II | 366 172 | 20 817 | ||||||
| 2025-06-18 | NP | NDAAX - Nationwide Investor Destinations Aggressive Fund Class A | 218 145 | 12 127 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 189 804 | 25,43 | 10 845 | 24,58 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 27 030 | −2,03 | 1 425 | −12,42 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 291 | −96,54 | 17 | −96,67 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 117 819 | 1,32 | 6 698 | 0,80 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 62 817 | 0,59 | 3 571 | 0,08 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 50 388 | 15,68 | 2 865 | 15,11 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 10 700 | 2,60 | 608 | 2,18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 903 847 | 42,07 | 165 084 | 41,35 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 150 | 0,00 | 9 | 0,00 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 11 028 | −31,29 | 627 | −31,73 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 50 812 | −14,76 | 2 889 | −15,21 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 238 975 | 4,07 | 13 586 | 3,54 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 3 733 | 212 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 4 891 | 5,98 | 278 | 5,70 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 38 134 | −26,78 | 2 168 | −27,18 | ||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 4 820 | −19,05 | 274 | −19,41 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 145 602 | 1,95 | 8 277 | 1,43 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 233 778 | −10,77 | 13 290 | −11,22 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 11 750 | −17,54 | 668 | −18,06 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 41 612 | −10,13 | 2 366 | −10,59 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 6 962 | 0,80 | 396 | 0,25 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 244 227 | −35,13 | 13 884 | −35,46 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 111 704 | −8,31 | 6 350 | −8,78 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 32 187 | 1,12 | 1 830 | 0,61 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 770 714 | 4,87 | 44 039 | 4,16 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 25 703 | 10,37 | 1 461 | 9,85 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 215 174 | 13,03 | 12 233 | 12,46 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 307 785 | 1,12 | 17 498 | 0,61 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 797 | 2,63 | 102 | 2,00 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 134 363 | 2,82 | 7 536 | −2,92 | ||||
| 2025-06-18 | NP | NADCX - Nationwide Investor Destinations Moderately Conservative Fund Class A | 77 961 | 4 334 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 237 623 | 6,43 | 13 509 | 5,89 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 316 | 544,90 | 18 | 750,00 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 128 655 | 6,44 | 7 | 16,67 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 22 156 | 109,65 | 1 260 | |||||
| 2025-04-10 | 13F | Fluent Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 12 380 | 4,32 | 704 | 3,69 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II | 174 392 | 9 914 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 187 316 | 5,71 | 11 | 0,00 | ||||
| 2025-06-18 | NP | NWNAX - Nationwide Destination 2045 Fund Class A | 56 726 | 3 153 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 69 811 | 131,48 | 3 969 | 128,84 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 29 404 | 15,03 | 1 672 | 14,45 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 431 | 25 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 8 170 | −8,24 | 464 | −12,29 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 296 745 | 11,44 | 17 | 6,67 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 17 114 | 1,98 | 973 | 1,46 | ||||
| 2025-04-14 | 13F | Wedmont Private Capital | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 84 357 | 627,03 | 4 796 | 624,32 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 7 229 | −1,83 | 411 | −2,38 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14 812 | 1,09 | 842 | 0,60 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II | 152 313 | 8 659 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 392 016 | 5,21 | 22 286 | 4,67 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba First Bankers Trust CO | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 7 915 | 30,01 | 450 | 29,39 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 390 | −25,39 | 79 | −25,47 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 14 646 | −12,13 | 833 | −12,61 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 9 659 | 2,89 | 549 | 2,43 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 123 862 | 4,04 | 7 042 | 3,51 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 133 911 | 20,72 | 7 613 | 20,10 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 13 452 | 14,60 | 765 | 14,03 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 543 695 | 6,75 | 30 917 | 6,21 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 36 142 | 124,19 | 2 055 | 123,02 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 119 | 235 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 426 900 | −4,07 | 81 119 | −4,56 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 71 127 | 1,52 | 4 044 | 1,00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 12 032 | 10,16 | 684 | 9,62 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 26 788 | −20,33 | 1 523 | −20,77 | ||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 2 | ||||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 7 982 | −12,82 | 454 | −13,38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 22 510 | −15,31 | 1 280 | −15,74 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 131 | 405 | ||||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 6 440 | −94,80 | 366 | −94,82 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 995 | −2,07 | 57 | −3,45 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1 962 031 | 1,85 | 111 541 | 4,53 | ||||
| 2025-05-12 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 6 263 | −1,20 | 356 | −1,66 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 134 076 | 10,23 | 7 622 | 9,67 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 429 983 | −2,25 | 24 445 | −2,74 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 477 | −5,80 | 425 | −6,18 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 901 | 2,83 | 392 | 2,35 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I | 162 511 | 9 239 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 3 809 | 0,00 | 217 | −0,46 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 524 030 | 17,77 | 29 791 | 17,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 091 909 | 3,85 | 289 | 3,21 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 516 | 1 611,56 | 143 | 1 687,50 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 4 413 | −5,62 | 251 | −6,37 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 132 359 | 28,60 | 7 525 | 27,94 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 180 786 | 27,01 | 10 278 | 26,36 | ||||
| 2025-05-15 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 52 300 | −0,85 | 2 973 | −1,36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 291 709 | 6,94 | 16 584 | 6,40 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20 872 | 9,40 | 1 187 | 8,81 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10 819 | 46,92 | 615 | 46,43 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 500 | 73,61 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 69 321 | −8,68 | 3 941 | −9,15 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 38 676 | 6,75 | 2 199 | 6,18 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 33 531 | 0,32 | 1 906 | −0,16 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 194 105 | 11,34 | 11 035 | 10,77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 383 274 | 9,41 | 78 639 | 8,86 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 7 710 | −61,35 | 438 | −61,55 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 660 516 | 4,22 | 37 550 | 3,69 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 8 476 | −51,06 | 482 | −51,37 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 75 904 | 8,77 | 4 315 | 8,23 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 56 648 | 0,76 | 3 220 | 0,25 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 44 706 | −0,70 | 2 542 | −1,21 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 60 402 | 37,08 | 3 434 | 36,39 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 60 910 | 1,40 | 3 470 | 4,87 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 37 827 | 8,45 | 2 150 | 7,88 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 173 367 | 1,27 | 9 856 | 0,76 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 37 499 | −30,11 | 2 130 | −26,14 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 174 | −10,65 | 67 | −12,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5 486 | 13,02 | 312 | 12,27 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 79 748 | 9,37 | 4 534 | 8,81 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 136 431 | −2,06 | 7 756 | −2,55 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 5 801 | −36,49 | 330 | −36,85 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 31 504 | 16,21 | 1 791 | 15,62 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 13 343 | −9,82 | 759 | −10,30 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 940 | −50,53 | 53 | −50,93 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 5 526 | −23,09 | 314 | −23,41 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 378 855 | 4,05 | 21 538 | 3,52 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 20 060 | 40,05 | 1 137 | 38,88 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 4 082 | 0,00 | 232 | −0,43 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 4 196 | −5,18 | 239 | −5,56 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 158 715 | −6,94 | 9 023 | −7,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 600 663 | 4,98 | 148 | 4,26 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 688 315 | 2,30 | 39 131 | 1,78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 425 129 | 2,96 | 24 169 | 2,44 | ||||
| 2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 32 252 | −2,00 | 1 834 | −2,50 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 105 | 63 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 252 599 | 0,85 | 14 360 | 0,34 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 260 440 | 0,16 | 15 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 83 861 | 4 756 | ||||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4 865 | −1,02 | 277 | −1,43 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 6 584 | 0,00 | 374 | −0,80 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 25 293 | −3,78 | 1 438 | −4,26 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 38 280 | 8,50 | 2 176 | 7,99 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5 028 | 4,21 | 286 | 3,64 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 338 | −11,27 | 190 | −11,68 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 6 933 | 34,86 | 394 | 34,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 064 828 | 1,02 | 174 235 | 0,51 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8 900 | 1 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 15 517 | 62,18 | 880 | 61,28 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 57 683 | 3 279 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6 882 | −0,52 | 391 | −1,01 | ||||
| 2025-07-22 | NP | DGEFX - Destinations Equity Income Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 13 726 | 56,80 | 780 | 56,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 31 436 | 13,55 | 1 787 | 13,03 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 418 | 81 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102 307 | 127,43 | 5 816 | 126,30 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 65 902 | 14,85 | 3 747 | 14,28 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 000 | 0,00 | 57 | 1,82 | ||||
| 2025-05-06 | 13F | Glaxis Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 3 790 | −8,45 | 215 | −8,90 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 47 580 | −36,99 | 2 696 | −37,03 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 72 262 | 2,52 | 4 108 | 2,01 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 9 060 | 131,18 | 515 | 130,94 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 14 976 | 8,56 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 38 335 | 13,29 | 2 179 | 17,85 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 21 653 | 12,82 | 1 231 | 12,23 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 049 | 2,56 | 173 | 2,37 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 89 607 | 12,70 | 5 094 | 12,15 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 10 507 | −25,94 | 597 | −26,30 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 290 886 | 2,53 | 16 537 | 2,01 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I | 93 158 | 5 296 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 54 909 | 7,24 | 3 | 50,00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 46 478 | −1,54 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 44 442 | 3,77 | 2 527 | 3,23 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 130 758 | −1,29 | 7 434 | −1,78 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 305 | 1,10 | 1 268 | 0,63 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 336 502 | 15,76 | 19 130 | 15,17 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II | 352 989 | 20 067 | ||||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 166 322 | −4,96 | 9 455 | −5,44 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 12 790 | 0,00 | 727 | −0,41 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 12 724 | 0,00 | 723 | −0,55 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 41 112 | −70,30 | 2 | −75,00 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2 659 | 152 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 52 010 | 11,08 | 2 930 | 13,21 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 3 676 | 209 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 248 | 753 | ||||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 106 094 | 0,00 | 6 062 | 0,00 | ||||
| 2025-07-29 | 13F | Hourglass Capital, Llc | 42 150 | 0,00 | 2 396 | −0,50 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 18 013 | −6,70 | 1 024 | −7,16 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 80 800 | −22,29 | 4 593 | −22,68 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 6 447 | −82,42 | 367 | −82,53 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 11 267 | 2,56 | 641 | 7,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 34 481 | 2,11 | 1 960 | 1,61 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 6 650 | −0,20 | 378 | −0,53 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 6 231 | 1,71 | 354 | 1,14 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 41 755 | 82,11 | 2 374 | 81,15 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I | 649 674 | 36 934 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 478 | 1,11 | 255 | 0,40 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 167 004 | 4,25 | 9 293 | 3,82 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 127 | −64,62 | 7 | −65,00 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 85 014 | −34,66 | 4 833 | −34,99 | ||||
| 2025-06-18 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2070 Fund Institutional Service Class | 349 | 19 | ||||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 6 859 | 11,35 | 390 | 10,51 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 73 206 | −20,49 | 4 162 | −20,91 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 38 526 | 6,51 | 2 190 | 6,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 296 | 3,84 | 415 | 3,24 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 159 564 | −18,66 | 9 071 | −19,07 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 19 565 | 0,00 | 1 112 | −0,45 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 853 671 | −14,29 | 48 531 | −14,73 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 308 698 | 118,93 | 17 550 | 117,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 326 813 | 8,78 | 75 429 | 8,23 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 319 512 | −6,05 | 18 164 | −6,53 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 5 625 | 13,98 | 320 | 13,88 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 93 638 | 56,45 | 5 522 | 57,20 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 31 003 | 0,95 | 1 763 | 0,46 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 257 112 | 2,19 | 14 568 | 3,34 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 3 961 | 0,00 | 225 | −0,44 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 6 248 | 3,60 | 355 | 3,20 | ||||
| 2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 15 000 | 0,00 | 853 | −0,58 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 312 226 | 3,99 | 17 750 | 3,47 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 24 600 | 13,34 | 1 399 | 12,74 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 81 366 | 0,87 | 4 626 | 0,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 866 | 5,98 | 333 | 5,38 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 29 885 | 46,24 | 1 699 | 45,50 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 330 565 | −1,08 | 18 793 | −1,58 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 70 527 | 2,92 | 4 009 | 2,40 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 360 | 0,00 | 20 | 0,00 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3 628 | 206 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 142 060 | −0,72 | 8 076 | −1,22 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 60 142 | 5,75 | 3 419 | 5,23 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 31 798 | 0,33 | 1 808 | −0,17 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 57 366 | 10,35 | 3 261 | 9,80 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 12 925 | 4,07 | 735 | 3,53 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 154 077 | −18,46 | 8 759 | −18,88 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 711 | 481,96 | 438 | 484,00 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18 639 | 0,00 | 1 060 | −0,56 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 7 277 | 11,82 | 414 | 11,32 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 14 086 | −2,18 | 801 | −2,68 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 87 760 | 1,99 | 4 989 | 1,48 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 47 639 | 4,12 | 2 708 | −0,37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 369 693 | 2,50 | 21 017 | 1,98 | ||||
| 2025-04-10 | 13F | Naples Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 146 997 | −9,34 | 8 357 | −4,52 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4 540 | 258 | ||||||
| 2025-08-26 | NP | FTRAX - Franklin LifeSmart Retirement Income Fund CLASS A | 82 775 | −1,55 | 4 706 | −2,06 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 11 891 | 36,95 | 652 | 30,46 | ||||
| 2025-07-15 | 13F | Herbst Group, Llc | 82 082 | −9,98 | 4 666 | −10,44 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 900 | 2,57 | 279 | 2,21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5 688 | 3 025,27 | 323 | 3 130,00 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 65 670 | 2,97 | 3 733 | 2,44 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2 594 | 0,00 | 147 | −0,68 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 815 079 | 6,69 | 46 337 | 6,15 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 11 810 | −56,16 | 671 | −56,40 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 3 808 | 2,59 | 216 | 1,89 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 24 243 | 27,68 | 1 378 | 27,12 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 66 746 | 0,52 | 3 795 | 0,00 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 5 600 | −0,20 | 318 | −0,62 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 46 288 | 2 631 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 37 715 | −4,88 | 2 144 | −5,34 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 11 723 | 58,53 | 666 | 57,82 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 3 789 | −4,00 | 215 | −4,44 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 8 640 | 35,11 | 491 | 34,52 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 200 | 0,00 | 11 | 0,00 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 154 690 | 26,34 | 8 794 | 25,70 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 12 759 | 4,65 | 725 | 7,09 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 56 616 | 7,82 | 3 219 | 7,27 | ||||
| 2025-04-30 | 13F | Mjp Associates Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 14 194 | 93,14 | 807 | 92,36 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6 873 | −3,20 | 391 | −3,70 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 063 | 0,15 | 117 | 0,00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 6 556 | −1,90 | 373 | −2,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 433 | 0,00 | 195 | −0,51 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 414 243 | 34,71 | 23 550 | 34,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7 072 179 | 9,89 | 402 053 | 9,33 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 57 605 | 0,23 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21 094 | 198,19 | 1 199 | 196,78 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 47 353 | 36,12 | 2 691 | 35,43 | ||||
| 2025-07-11 | 13F | Bell Bank | 36 385 | 3,16 | 2 068 | 2,63 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 22 209 | −1,37 | 1 263 | −1,87 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 200 209 | −7,25 | 11 382 | −7,73 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 37 577 | −1,96 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 12 893 | 145,44 | 733 | 144,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 18 390 | 1 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 19 943 | −92,48 | 1 134 | −92,52 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 215 641 | −1,49 | 12 259 | −1,99 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 82 400 | −18,01 | 4 684 | −18,43 | |||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 80 670 | 7,08 | 4 586 | 6,55 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 41 588 | 14,71 | 2 364 | 13,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 731 200 | 66,60 | 41 569 | 65,75 | |||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 549 | −80,42 | 88 | −80,53 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 914 423 | 56,29 | 222 535 | 55,50 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 295 314 | 12,59 | 16 901 | 15,73 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 3 | −98,51 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 148 751 | 2,65 | 8 457 | 2,13 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 65 202 | 2,84 | 3 707 | 2,32 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 4 567 | 260 | ||||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 61 214 | 25,23 | 3 480 | 24,60 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 4 477 | 0,97 | 255 | 0,40 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12 005 | 3,28 | 682 | 2,71 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 68 965 | −5,49 | 3 921 | −5,97 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 35 789 | 6,08 | 2 035 | 5,55 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 32 271 | 1,04 | 1 835 | 0,55 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9 584 | −0,15 | 545 | −0,73 | ||||
| 2025-08-05 | 13F | Corps Capital Advisors, LLC | 7 072 | −10,82 | 402 | −11,26 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 71 285 | 2,71 | 4 053 | 2,19 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 26 511 | −5,93 | 1 507 | −6,40 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 84 357 | 15,38 | 4 796 | 14,80 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 50 366 | −28,58 | 50 | −28,57 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 38 241 | −12,39 | 2 174 | −12,83 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 483 | 0,00 | 27 | −3,57 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 12 867 | −20,48 | 731 | −20,89 | ||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 34 715 | −4,72 | 1 974 | −5,19 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4 864 | 14,58 | 277 | 14,05 | ||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 32 964 | −0,92 | 1 874 | −1,37 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 25 408 | −0,03 | 1 444 | −0,55 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 780 | −30,91 | 44 | −31,25 | ||||
| 2025-07-16 | 13F | American National Bank | 1 800 | 0,00 | 102 | 0,00 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 212 830 | −48,59 | 12 099 | −48,85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 297 241 | −3,61 | 16 898 | −4,09 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 414 | 24 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 22 215 | −3,68 | 1 263 | −4,18 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30 694 | −18,87 | 1 745 | −19,30 | ||||
| 2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 29 700 | −8,28 | 1 651 | −13,51 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10 704 | −36,25 | 609 | −36,60 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1 000 | 57 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 66 411 | 0,70 | 3 775 | 0,19 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 566 | −55,44 | 487 | −55,65 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 54 970 | 3,48 | 3 125 | 2,97 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 275 | 1,34 | 1 | |||||
| 2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 20 577 | −64,80 | 1 170 | −65,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 25 005 | 49,79 | 1 422 | 49,11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 50 971 | 6,61 | 2 898 | 6,08 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 35 129 | 38,27 | 1 997 | 37,63 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 492 | 84 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 63 817 | 18,26 | 3 628 | 17,68 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 325 026 | 13,84 | 18 478 | 13,26 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 51 162 | 19,01 | 2 909 | 18,40 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 48 061 | 5,76 | 2 732 | 5,24 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 543 | 2,61 | 201 | 2,03 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 30 465 | 23,77 | 1 732 | 23,12 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 35 207 | 36,73 | 2 002 | 36,03 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 54 401 | −0,21 | 3 093 | −0,71 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 50 284 | −10,28 | 2 859 | −10,74 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 102 707 | 228,82 | 5 839 | 227,24 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6 369 | 3,46 | 364 | 0,00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 80 457 | 20,39 | 4 574 | 19,77 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 56 778 | 4,38 | 3 228 | 3,83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 029 | 741 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 3 938 | 225 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 48 303 | 4,61 | 2 746 | 4,09 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 29 | 2 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 981 921 | 3,19 | 55 822 | 2,66 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 197 170 | 5,74 | 11 209 | 5,21 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 186 941 | 8,20 | 10 628 | 7,66 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 209 509 | 13,25 | 11 911 | 12,68 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 172 306 | 2,98 | 9 796 | 2,46 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 2 822 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 125 019 | 6,25 | 7 107 | 5,71 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 4 404 | −5,11 | 250 | −5,66 | ||||
| 2025-08-08 | 13F | Beck Bode, LLC | 9 398 | −37,14 | 534 | −37,47 | ||||
| 2025-05-02 | 13F | Patton Albertson Miller Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 18 229 | −15,23 | 1 036 | −15,64 | ||||
| 2025-05-14 | 13F | Tiemann Investment Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 18 295 | −20,00 | 1 038 | −20,60 | ||||
| 2025-07-08 | 13F | IAM Advisory, LLC | 16 014 | −2,27 | 910 | −2,78 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 32 705 | −3,45 | 1 859 | −3,93 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 854 052 | 4,94 | 105 403 | 10,05 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 7 547 | −31,57 | 429 | −31,90 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 26 773 | −6,28 | 1 522 | −6,74 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 5 428 | −46,76 | 309 | −47,08 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 873 | 0,77 | 561 | 0,36 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 39 060 | −27,51 | 2 221 | −27,88 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 46 905 | 3,54 | 2 672 | 13,51 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 67 378 | −12,03 | 3 830 | −12,48 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 9 284 | −5,14 | 528 | −5,72 | ||||
| 2025-08-13 | 13F | Menard Financial Group LLC | 17 019 | −1,34 | 968 | 1,26 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 407 614 | 12,95 | 23 173 | 12,38 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4 432 | 0,29 | 252 | 0,40 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 27 | 3,85 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 6 212 | 6,35 | 353 | 6,01 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 5 482 | 0,00 | 312 | −0,64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 14 610 | −12,15 | 831 | −12,63 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I | 637 618 | 36 249 | ||||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10 331 | 0,13 | 587 | −0,34 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 22 592 | 0,28 | 1 284 | −0,23 | ||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 66 797 | −11,75 | 3 797 | −12,21 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 165 383 | −9,57 | 9 402 | −10,03 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 119 155 | −0,02 | 6 774 | −0,54 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 19 081 | −19,20 | 1 085 | −19,64 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 36 850 | −7,41 | 2 095 | −7,92 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 72 | −85,91 | 4 | −86,21 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 292 | 8,39 | 73 | 7,35 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 296 941 | −10,47 | 16 881 | −10,92 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 9 594 | −64,32 | 548 | −64,80 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 6 555 | 0,00 | 373 | −0,53 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2 400 | −93,87 | 216 | −90,35 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 31 834 | −2,56 | 1 810 | −3,05 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 088 | −11,62 | 62 | −12,86 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 565 | −10,32 | 32 | −11,11 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 3 706 | 0,00 | 211 | −0,47 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27 598 | 2,47 | 1 569 | 1,23 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 833 | −57,74 | 47 | −58,04 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 879 | 671 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 62 331 | −32,51 | 3 544 | −32,85 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 185 092 | 4,05 | 10 523 | 3,52 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 55 095 | 8,23 | 3 132 | 7,70 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8 632 | −98,12 | 491 | −98,14 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 738 | 1,05 | 212 | 0,47 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 146 | 0,00 | 8 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 11 769 | −24,26 | 669 | −24,24 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 52 721 | 73,95 | 2 997 | 73,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 921 110 | 18,22 | 166 065 | 17,62 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 409 | −0,97 | 23 | 0,00 | ||||
| 2025-08-12 | 13F | Prudential Plc | 57 100 | 1,24 | 3 246 | 0,74 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 126 656 | 765,49 | 7 214 | 762,92 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 142 | 100,30 | 747 | 99,73 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 41 612 | −15,85 | 2 366 | −16,28 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62 780 | 13,01 | 3 569 | 12,44 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 8 050 | 0,02 | 458 | −0,44 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 502 | −18,25 | 199 | −19,11 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 45 408 | −0,54 | 2 581 | −1,04 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 19 200 | 9,48 | 1 092 | 8,88 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32 461 | 42,62 | 1 845 | 41,92 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 4 066 | −1,81 | 231 | −2,12 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177 123 | 72,03 | 10 069 | 71,15 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 32 201 | 342,75 | 1 831 | 340,96 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 19 495 | 160,38 | 1 108 | 159,48 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 3 730 | 0,00 | 212 | −0,47 | ||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 41 813 | −1,62 | 2 377 | −2,10 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 2 505 | −35,34 | 142 | −35,75 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 138 536 | −11,52 | 7 874 | −11,98 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 11 484 | −0,31 | 653 | −0,91 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 9 264 | 0,02 | 527 | −0,57 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 16 892 | −1,37 | 960 | −1,84 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5 300 | 4,62 | 301 | 4,15 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 9 439 | 28,02 | 537 | 27,32 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 291 354 | 5,30 | 16 563 | 4,76 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 849 | 2,54 | 48 | 2,13 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 264 139 | 5,88 | 14 993 | 15,26 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 4 043 | 6,70 | 230 | 5,99 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 46 481 | −3,58 | 2 642 | −4,07 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 113 157 | 26,20 | 6 433 | 25,55 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 4 040 | 230 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 939 | 0,82 | 224 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 539 797 | 6,97 | 87 537 | 6,43 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 14 871 | −1,00 | 845 | −1,52 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 65 839 | 4,64 | 3 743 | 4,09 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 43 840 | 8,29 | 2 492 | 7,74 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 182 132 | −3,09 | 10 354 | −3,59 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 111 549 | −64,80 | 6 334 | −63,17 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 122 671 | 2,79 | 6 974 | 2,26 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 27 567 | −5,36 | 1 567 | −5,83 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 77 257 | −6,34 | 4 392 | −6,81 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 3 582 | −63,99 | 204 | −63,94 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 18 343 | 4,15 | 1 043 | 3,58 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 20 221 | −3,75 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 276 | 0,00 | 16 | 0,00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 100 190 | 11,45 | 5 696 | 10,88 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 10 103 | −0,07 | 574 | −0,52 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 234 | 13 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 16 916 | −3,75 | 962 | −4,28 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 880 | 277 | ||||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 2 141 | −20,41 | 122 | −20,92 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II | 520 417 | 29 586 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 320 | 37,34 | 18 | 38,46 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 528 608 | 30 051 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 14 697 | 6,75 | 836 | 6,23 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 513 453 | −1,89 | 29 190 | −2,39 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 46 395 | −0,40 | 2 638 | −0,90 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 522 454 | 52,16 | 29 702 | 51,38 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 131 929 | 49,10 | 7 500 | 48,34 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 174 508 | 1,90 | 9 921 | 1,38 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 71 170 | 6,06 | 4 046 | 5,53 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 21 518 | −29,09 | 1 223 | −29,43 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 36 670 | −3,83 | 2 085 | −4,32 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 4 270 | 0,00 | 243 | −0,41 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18 287 | 0,56 | 1 040 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 438 744 | 1,77 | 24 943 | 1,25 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 3 827 | −68,88 | 218 | −69,09 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 253 728 | 15,37 | 14 224 | 18,64 | ||||
| 2025-07-31 | 13F | City State Bank | 75 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 8 235 | 468 | ||||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 67 138 | −3,48 | 3 732 | −9,02 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 14 311 | 17,69 | 814 | 17,15 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 34 182 | −2,48 | 1 943 | −2,95 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 70 191 | 6,40 | 3 990 | 5,86 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3 851 | 0 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 27 814 | −25,76 | 1 581 | −26,12 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 83 280 | 3,03 | 4 759 | 0,53 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 31 940 | −41,15 | 1 801 | −41,92 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 19 895 | −8,70 | 1 131 | −9,16 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 5 027 | −6,09 | 286 | −6,56 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 652 489 | 0,31 | 37 094 | −0,20 | ||||
| 2025-08-14 | 13F | Enstar Group LTD | 1 539 025 | 0,00 | 87 494 | −0,51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 288 581 | 527,46 | 16 406 | 524,48 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 247 901 | 14,18 | 14 093 | 12,83 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 5 260 | 0,00 | 299 | −0,33 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 115 741 | 2,46 | 6 580 | 1,94 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 49 150 | −31,32 | 2 794 | −31,67 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I | 5 813 | 2,65 | 330 | 2,17 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 8 377 | 0,00 | 479 | −1,24 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 1 | −98,51 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 20 445 | 20,98 | 1 162 | 20,41 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 617 957 | 10,10 | 35 131 | 9,55 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 163 039 | 29,47 | 9 254 | 29,50 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 4 940 | −2,85 | 281 | −3,45 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 259 789 | 7,05 | 14 769 | 6,51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 734 258 | 21,73 | 41 789 | 22,32 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 7 136 | −8,17 | 406 | −8,78 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 400 | 0,00 | 23 | 0,00 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10 814 | 52,01 | 615 | 51,23 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 800 | 0,00 | 159 | 0,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 80 658 | 37,65 | 4 585 | 36,95 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 13 839 | 787 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 9 370 | 24,95 | 1 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 147 | 64,98 | 406 | 64,37 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 8 185 | 3,28 | 465 | 2,88 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 5 229 | 0,00 | 297 | −0,34 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18 894 | 0,08 | 1 074 | −0,37 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 23 700 | 26,39 | 1 347 | 25,77 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 2 207 | −2,99 | 125 | −3,10 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 462 | −30,91 | 595 | −31,33 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 66 590 | −27,15 | 3 786 | −27,53 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 31 420 | 73,27 | 1 786 | 72,39 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 192 984 | −2,23 | 10 971 | −2,72 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34 440 | 21,05 | 2 | 0,00 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I | 164 254 | 9 338 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 663 | 156,43 | 1 118 | 155,02 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 2 251 | 0,00 | 128 | −0,78 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22 033 | 15,31 | 1 253 | 15,50 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 65 319 | −4,91 | 3 713 | −5,38 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 974 | 0,00 | 55 | 0,00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 14 581 | −10,94 | 829 | −11,44 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 188 577 | 0,45 | 10 572 | −1,45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 69 831 | −8,62 | 3 970 | −9,09 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 71 354 | 76,17 | 4 056 | 75,28 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 73 696 | 411,64 | 4 190 | 408,99 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 59 070 | −21,92 | 3 358 | −22,32 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 154 500 | −1,43 | 8 783 | −1,93 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 192 783 | 2,82 | 10 960 | 2,30 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 84 862 | −41,50 | 4 824 | −41,86 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 4 605 | 0,00 | 262 | −0,76 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 63 016 | 18,25 | 3 582 | 17,67 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 86 324 | 1,38 | 4 908 | 0,86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 29 110 | 3,25 | 1 655 | 6,50 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 64 651 | 5,36 | 3 682 | 5,02 | ||||
| 2025-05-07 | 13F | Schaeffer Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 164 838 | 2,57 | 9 371 | 2,06 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 18 496 | 17,99 | 1 051 | 16,65 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 12 572 | −12,45 | 715 | −12,93 | ||||
| 2025-06-18 | NP | NWMAX - Nationwide Destination 2040 Fund Class A | 64 176 | 3 568 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 50 652 | 87,30 | 2 880 | 86,34 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 11 467 | −0,83 | 655 | −2,09 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 8 178 | −10,94 | 465 | −11,45 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 6 562 | −1,25 | 373 | −1,58 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 73 697 | 2,27 | 4 190 | 1,75 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II | 154 130 | 8 762 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4 464 | 0,16 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 263 391 | −2,65 | 14 974 | −3,14 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 28 250 | −20,35 | 1 606 | −20,73 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 89 416 | −0,35 | 5 083 | −0,86 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10 534 | −3,90 | 599 | −4,47 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 119 149 | 17,83 | 6 791 | 17,57 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 5 844 | −5,56 | 332 | −5,95 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 72 310 | −13,35 | 4 111 | −13,80 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3 499 | 15,59 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 16 412 | −16,70 | 933 | −17,07 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 10 758 | −17,71 | 612 | −18,21 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 387 766 | 1,46 | 22 044 | 0,94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 088 | −29,26 | 62 | −32,22 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 10 368 | −4,62 | 589 | −5,15 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 1 950 | 18,18 | 0 | |||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 39 200 | −21,38 | 2 229 | −21,80 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23 175 | −0,13 | 1 318 | −0,60 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 20 079 | 0,00 | 1 141 | −0,52 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 26 414 | −79,77 | 1 502 | −79,88 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 642 072 | 3 250,58 | 36 502 | 3 236,47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 359 425 | −0,77 | 20 433 | −1,28 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 5 600 | −25,33 | 318 | −25,70 | ||||
| 2025-05-14 | 13F | Natixis | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 23 306 | 16,14 | 1 325 | 15,53 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 16 161 | 919 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 83 660 | −38,90 | 4 756 | −39,20 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 594 | 0,00 | 91 | −1,10 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 86 061 | −17,04 | 4 893 | −17,46 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 36 138 | 32,13 | 2 054 | 31,50 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 47 644 | −5,70 | 2 709 | −6,17 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 956 167 | 602,25 | 54 358 | 598,78 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 207 590 | −12,50 | 11 801 | −12,95 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 199 895 | −0,85 | 11 364 | −1,35 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 24 108 | 7,52 | 1 371 | 6,95 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 23 077 | 7,30 | 1 312 | 6,76 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 30 243 | 1,82 | 1 719 | 1,30 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 735 | −34,53 | 269 | −34,87 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 103 803 | 5 901 | ||||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 7 577 | −3,98 | 431 | −4,44 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 14 596 | 1,40 | 830 | 0,85 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 21 429 | −5,96 | 1 218 | −6,45 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5 035 | 1,06 | 286 | 0,70 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 19 393 | 0,00 | 1 102 | −0,54 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 8 402 | −10,71 | 478 | −11,17 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8 589 | 30,63 | 492 | 31,20 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 148 752 | 8 457 | ||||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 13 090 | 2,03 | 744 | 1,50 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 38 550 | 0,29 | 2 192 | −0,23 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4 500 | 0,00 | 256 | −0,78 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 26 150 | 62,29 | 1 487 | 61,52 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 12 886 | 0,55 | 733 | 0,00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4 810 | −1,84 | 273 | −2,15 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 142 004 | −21,56 | 8 073 | −21,45 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 94 498 | 3,77 | 5 372 | 3,25 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 50 | 3 | ||||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 33 110 | −0,03 | 1 882 | −0,53 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 15 714 | 3,53 | 893 | 3,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 22 739 | −17,93 | 1 293 | −18,38 | ||||
| 2025-06-18 | NP | NADMX - Nationwide Investor Destinations Moderate Fund Class A | 223 961 | 12 450 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 780 603 | 6,81 | 44 377 | 6,27 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 21 | 0,00 | 1 | 0,00 |
Other Listings
| PE:JEPI |
