Grundläggande statistik
Institutionella ägare | 1140 total, 1140 long only, 0 short only, 0 long/short - change of 1,24% MRQ |
Genomsnittlig portföljallokering | 1.2060 % - change of −7,89% MRQ |
Institutionella aktier (lång) | 451 235 178 (ex 13D/G) - change of −22,66MM shares −4,78% MRQ |
Institutionellt värde (lång) | $ 21 572 394 USD ($1000) |
Institutionellt ägande och aktieägare
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (US:JPST) har 1140 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 451,235,178 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, Fmr Llc, Betterment LLC, Charles Schwab Investment Management Inc, UBS Group AG, HB Wealth Management, LLC, and FAUDX - Strategic Advisers Short Duration Fund .
J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF (ARCA:JPST) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 18, 2025 is 50,70 / share. Previously, on September 19, 2024, the share price was 50,65 / share. This represents an increase of 0,10% 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.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-04 | 13F | Quaker Wealth Management, LLC | 805 | 41 | ||||||
2025-07-08 | 13F | Choice Wealth Advisors, LLC | 214 351 | 2,52 | 10 863 | 2,63 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 817 | 41 | ||||||
2025-07-16 | 13F | Castleview Partners, Llc | 52 358 | 21,85 | 2 654 | 21,98 | ||||
2025-08-12 | 13F | Fca Corp /tx | 35 961 | 5,40 | 1 823 | 5,50 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 130 010 | 1,95 | 6 589 | 2,04 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 963 | −7,23 | 252 | −7,04 | ||||
2025-07-18 | 13F | Truist Financial Corp | 272 875 | 13,99 | 13 829 | 14,11 | ||||
2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 335 281 | 8,27 | 16 992 | 8,37 | ||||
2025-07-15 | 13F | Graypoint LLC | 19 526 | 10,29 | 990 | 10,38 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 400 | 20 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 88 956 565 | −11,15 | 4 508 319 | −11,06 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 33 283 | 14,35 | 1 687 | 14,46 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 119 038 | 8,67 | 6 033 | 8,78 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 24 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 11 093 296 | 0,86 | 562 208 | 0,95 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 5 468 | 5,05 | 277 | 5,32 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 9 723 | −0,13 | 493 | 0,00 | ||||
2025-08-14 | 13F | Dividend Asset Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 188 550 | 0,00 | 9 556 | 0,09 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 278 321 | −0,33 | 14 105 | −0,23 | ||||
2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vista Investment Management | 25 733 | 3,98 | 1 304 | 4,07 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 17 624 | −37,77 | 892 | −37,82 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 22 388 | 104,44 | 1 135 | 104,69 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 46 218 | −43,71 | 2 343 | −43,66 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 107 317 | 18,24 | 5 439 | 18,35 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 53 910 | −6,10 | 2 732 | −5,99 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 196 816 | 4,78 | 9 975 | 4,88 | ||||
2025-07-28 | 13F | Essex LLC | 70 631 | −3,95 | 3 580 | −3,87 | ||||
2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20 472 | 42,45 | 1 038 | 42,64 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 115 116 | 14,32 | 5 834 | 14,44 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 38 630 | 33,54 | 1 958 | 33,67 | ||||
2025-08-14 | 13F | Elevatus Welath Management | 237 503 | −28,88 | 12 037 | −28,81 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 77 476 | 10,27 | 3 926 | 10,37 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7 812 | −75,21 | 396 | −75,24 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 294 383 | 0,64 | 14 922 | 0,76 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 114 660 | 95,15 | 5 811 | 95,36 | ||||
2025-04-29 | 13F | Hm Payson & Co | 2 092 | 0,00 | 106 | 0,00 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 69 577 | 4,73 | 3 526 | 4,85 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 427 | 6,18 | 72 | 5,88 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 19 337 | 97,30 | 980 | 97,38 | ||||
2025-07-17 | 13F | Crane Advisory, LLC | 1 421 212 | 54,83 | 71 828 | 55,29 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 64 613 | 3,06 | 3 275 | 3,15 | ||||
2025-08-13 | 13F | Wills Financial Group LLC | 6 506 | 330 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 757 505 | −30,43 | 38 390 | −30,36 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 18 013 | −4,59 | 913 | −4,50 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 3 447 | −59,84 | 175 | −59,91 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5 668 | 2,11 | 287 | 2,14 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 31 618 | 0,98 | 1 599 | 0,82 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 604 678 | 103,24 | 31 | 100,00 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 30 | −99,97 | 2 | −99,98 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 4 499 | −14,98 | 228 | −14,98 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 497 839 | −4,56 | 25 230 | −4,46 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 94 968 | −8,43 | 4 813 | −8,36 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 258 877 | 941,72 | 63 800 | 942,81 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 12 622 | −96,90 | 640 | −96,90 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 2 665 | 0,00 | 134 | −0,74 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 8 992 | −28,09 | 456 | −28,23 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 126 922 | 8,14 | 6 432 | 8,25 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 242 199 | 332,54 | 12 275 | 333,10 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 157 643 | 31,44 | 7 989 | 31,57 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 44 272 | −42,08 | 2 244 | −42,03 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 45 130 | −5,58 | 2 287 | −5,50 | ||||
2025-08-01 | 13F | First National Trust Co | 56 160 | 52,76 | 2 846 | 52,93 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 53 819 | 1,07 | 2 725 | 1,26 | ||||
2025-08-08 | 13F | Hudock, Inc. | 380 847 | −3,07 | 19 301 | −2,97 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 181 376 | 4,50 | 59 872 | 4,60 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 9 864 | 500 | ||||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 779 786 | −4,10 | 39 520 | −4,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 68 419 | −3,58 | 3 467 | −2,99 | ||||
2025-08-13 | 13F | Keystone Financial Group | 8 556 | 434 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 15 384 | 3,86 | 780 | 4,01 | ||||
2025-07-23 | 13F | Fluent Financial, LLC | 484 804 | −33,36 | 24 570 | −33,29 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 103 347 | 20,88 | 5 238 | 21,00 | ||||
2025-08-15 | 13F | Hayek Kallen Investment Management | 78 070 | 0,85 | 4 | 0,00 | ||||
2025-08-12 | 13F | Change Path, LLC | 25 341 | 27,77 | 1 284 | 27,89 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 323 309 | −5,98 | 16 385 | −5,89 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 18 003 | 909 | ||||||
2025-05-05 | 13F | Mosaic Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 738 | −4,32 | 544 | −4,23 | ||||
2025-08-11 | 13F | Promethium Advisors,llc | 64 560 | 8,48 | 3 272 | 8,56 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 12 620 | −11,25 | 640 | −11,13 | ||||
2025-07-30 | 13F | Green Square Capital Advisors Llc | 10 569 | 536 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 7 457 | 52,68 | 0 | |||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 202 281 | 0,22 | 10 | 0,00 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 4 252 | 0,00 | 215 | 0,00 | ||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 765 271 | 2,93 | 38 784 | 3,03 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 4 419 | −85,38 | 223 | −85,42 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 54 068 | 423,86 | 2 740 | 427,94 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 4 157 | 0,00 | 211 | 0,00 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 170 629 | −44,82 | 8 647 | −44,77 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 61 005 | 8,69 | 3 092 | 8,80 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 328 949 | −1,55 | 16 671 | −1,45 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 316 225 | 45,32 | 16 026 | 45,47 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 56 932 | 8,93 | 2 885 | 9,03 | ||||
2025-07-28 | 13F | Strategent Financial, LLC | 349 122 | 1,35 | 17 694 | 1,45 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 105 162 | 97,72 | 5 330 | 97,92 | ||||
2025-08-08 | 13F | Mittelman Wealth Management | 7 060 | −20,80 | 358 | −20,84 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 58 822 | −2,19 | 3 | −33,33 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 96 382 | 25,39 | 4 885 | 25,52 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 449 966 | 16,89 | 124 | 16,98 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 15 859 | 0,08 | 803 | 0,50 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 8 234 | −0,39 | 417 | −0,24 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 195 260 | 63,43 | 9 896 | 63,61 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 9 955 | −10,43 | 1 | |||||
2025-08-12 | 13F | XTX Topco Ltd | 7 576 | 384 | ||||||
2025-08-05 | 13F | EPG Wealth Management LLC | 6 245 | 0,58 | 317 | 0,64 | ||||
2025-07-18 | 13F | First Pacific Financial | 1 065 | −99,77 | 54 | −99,77 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 47 794 | −10,08 | 2 422 | −10,00 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 020 | 52 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 994 | 99,60 | 50 | 100,00 | ||||
2025-08-28 | NP | RQIAX - RESQ Strategic Income Fund Class A Shares | 64 500 | 0,00 | 3 269 | 0,09 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 178 946 | 6,00 | 9 069 | 6,46 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 74 052 | 29,24 | 3 753 | 29,38 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 4 100 | 0,00 | 208 | 0,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 545 964 | 568,97 | 27 669 | 569,63 | ||||
2025-08-07 | 13F | PFG Advisors | 16 498 | 836 | ||||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 48 320 | −0,26 | 2 449 | −0,16 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 15 090 | 24,57 | 765 | 24,63 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 63 678 | 1,37 | 3 227 | 1,48 | ||||
2025-07-11 | 13F | Essex Savings Bank | 37 036 | 16,85 | 1 877 | 16,96 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 16 505 | 11,48 | 836 | 11,62 | ||||
2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 189 266 | 9 592 | ||||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 32 984 | 43,51 | 1 672 | 43,68 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 4 603 | 233 | ||||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 63 364 | 6,35 | 3 211 | 6,47 | ||||
2025-08-14 | 13F | Vienna Asset Management LLC | 71 532 | −3,17 | 3 625 | −3,07 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 40 374 | −1,34 | 2 046 | −1,21 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 208 811 | 11,12 | 10 572 | 11,70 | ||||
2025-08-08 | 13F | Mason Street Advisors, Llc | 216 650 | 0,00 | 10 980 | 0,10 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8 603 | 19,52 | 436 | 19,78 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 19 771 | 67,99 | 1 000 | 68,07 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 3 959 | −5,33 | 201 | −5,21 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 92 847 | −13,70 | 4 706 | −13,62 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 110 938 | −4,82 | 5 601 | −5,08 | ||||
2025-08-08 | 13F | Summitry Llc | 6 890 | 349 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 268 183 | 201,22 | 13 592 | 201,55 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 115 242 | −3,84 | 5 841 | −3,74 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 214 784 | 17,04 | 10 844 | 17,04 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 258 | −44,64 | 13 | −43,48 | ||||
2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Bogart Wealth, LLC | 706 | 0,00 | 36 | 0,00 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 4 605 | −36,86 | 233 | −36,86 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 213 243 | −0,92 | 10 807 | −0,82 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 22 976 | 28,98 | 1 164 | 29,19 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 76 875 | −79,44 | 3 884 | −79,49 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 494 260 | 26,80 | 25 049 | 26,93 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 303 249 | 28,53 | 15 369 | 28,66 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 205 273 | −1,68 | 10 | 0,00 | ||||
2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 7 870 | −7,07 | 399 | −7,01 | ||||
2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 7 381 | 374 | ||||||
2025-08-12 | 13F | New Republic Capital, LLC | 4 731 | 0,00 | 240 | 0,00 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 676 769 | 224,48 | 34 | 240,00 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 205 930 | 954,92 | 10 395 | 957,48 | ||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 460 530 | −4,50 | 23 | −4,17 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 310 301 | 84,47 | 15 726 | 84,66 | ||||
2025-07-30 | 13F | Dudley Capital Management, Llc | 13 536 | 26,34 | 686 | 26,57 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 118 759 | 11,08 | 6 019 | 11,18 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 210 232 | 14,74 | 11 | 11,11 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 14 878 | 0,03 | 754 | 0,00 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 75 850 | −16,29 | 3 844 | −16,20 | ||||
2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 14 979 | 26,59 | 759 | 26,71 | ||||
2025-07-22 | 13F | Kraematon Investment Advisors, Inc | 4 145 | 0,31 | 210 | 0,48 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 4 351 | 0,00 | 221 | 0,00 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 65 491 | 3 319 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 542 504 | −1,01 | 27 494 | −0,91 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 1 635 175 | 0,55 | 82 871 | 0,64 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 220 | 0 | ||||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 72 857 | 3 692 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 1 934 | 0,00 | 98 | 1,03 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 31 646 | −42,15 | 1 604 | −42,11 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 823 169 | 27,64 | 244 438 | 27,76 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 339 | 0,00 | 119 | 0,85 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 384 022 | 75,48 | 19 462 | 75,65 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 6 573 | 11,12 | 333 | 11,37 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 83 347 | −33,15 | 4 224 | −33,08 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Diversified Trust Co | 6 045 | 306 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 516 228 | 1,50 | 26 162 | 1,60 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 029 052 | −4,95 | 52 152 | −4,85 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 311 227 | 37,38 | 15 773 | 37,52 | ||||
2025-08-14 | 13F | Crestmont Private Wealth LLC | 229 162 | 1,42 | 11 614 | 1,52 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 2 013 | 0,25 | 102 | 0,99 | ||||
2025-07-28 | 13F | Capital Management Corp /va | 62 672 | 8,64 | 3 176 | 8,77 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 246 992 | 1,86 | 12 518 | 1,96 | ||||
2025-08-22 | 13F/A | TT Capital Management LLC | 4 224 | 214 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 24 719 | 9,27 | 1 253 | 9,34 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 190 525 | 110,52 | 9 656 | 110,72 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Stone Point Wealth LLC | 67 801 | 56,82 | 3 436 | 56,97 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 120 800 | 0,24 | 6 122 | 0,34 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 451 | 0,00 | 23 | 0,00 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 71 331 | 4,07 | 3 615 | 4,18 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 19 855 | 19,91 | 1 006 | 20,05 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 141 812 | −14,20 | 7 177 | −14,21 | ||||
2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 5 000 | 11,11 | 253 | 11,45 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 80 613 | −5,11 | 4 085 | −5,02 | ||||
2025-04-22 | 13F | RFP Financial Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 8 049 | 4,02 | 406 | 4,10 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 619 | −72,66 | 183 | −72,84 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 55 026 | 203,96 | 2 789 | 204,37 | ||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 712 | −1,39 | 36 | 0,00 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 162 | 54,93 | 59 | 56,76 | ||||
2025-08-07 | 13F | Financially Speaking Inc | 183 031 | 9 276 | ||||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 10 038 | 509 | ||||||
2025-07-23 | 13F | Eagle Strategies LLC | 5 239 | 266 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 4 708 | −11,27 | 239 | −11,19 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 343 073 | −1,34 | 17 387 | −1,24 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 40 426 | −13,66 | 2 049 | −13,59 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 11 888 | −1,70 | 602 | −1,63 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 35 431 | −5,37 | 1 796 | −5,28 | ||||
2025-08-06 | 13F | Eukles Asset Management | 280 | 0,00 | 14 | 0,00 | ||||
2025-07-25 | 13F | Transcendent Capital Group LLC | 64 235 | −10,48 | 3 255 | −10,38 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 17 732 | 21,00 | 899 | 21,19 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 726 | 37 | ||||||
2025-07-30 | 13F | Gimbal Financial | 7 862 | 398 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 023 | −63,66 | 153 | −63,66 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 109 309 | −6,63 | 5 540 | −6,55 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 690 854 | 5,64 | 35 012 | 5,74 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 35 448 | 1 797 | ||||||
2025-08-14 | 13F | Sei Investments Co | 1 109 451 | 0,50 | 56 227 | 0,60 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 553 255 | −57,62 | 28 039 | −57,58 | ||||
2025-07-09 | 13F | Client First Investment Management LLC | 5 062 | −8,18 | 257 | −8,24 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 28 128 | 1,81 | 1 426 | 1,93 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 17 471 | 0,00 | 885 | 0,11 | ||||
2025-07-10 | 13F | Three Seasons Wealth, LLC | 5 970 | −95,45 | 303 | −95,45 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 43 316 | 10,50 | 2 195 | 10,64 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 4 378 | −1,13 | 222 | −1,34 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4 114 | 208 | ||||||
2025-08-13 | 13F | StoneX Group Inc. | 11 619 | −16,40 | 589 | −16,36 | ||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 37 245 | 8,52 | 1 888 | 8,64 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 61 385 | 12,05 | 3 111 | 12,19 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 10 797 | 10,44 | 547 | 10,73 | ||||
2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 21 051 | −27,12 | 1 067 | −27,09 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 30 071 | −16,91 | 1 524 | −16,87 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 31 331 | 330,19 | 1 588 | 331,25 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 188 | −79,72 | 10 | −80,43 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 53 579 | −15,45 | 2 715 | −15,37 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 28 075 | −0,35 | 1 423 | −0,28 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | PineBridge Investments, L.P. | 119 001 | 6 031 | ||||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 9 732 | −0,18 | 493 | 0,00 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 7 408 | 49,99 | 375 | 50,00 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 6 305 | 0,78 | 320 | 0,95 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 286 655 | 5,38 | 14 528 | 5,48 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 1 039 | 0,00 | 53 | 0,00 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 123 600 | −0,63 | 6 264 | −0,52 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 50 404 | 219,46 | 2 554 | 220,05 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 17 417 | −36,64 | 882 | −36,59 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 254 047 | 6,92 | 12 875 | 7,03 | ||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 290 524 | 31,24 | 14 724 | 32,04 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 47 780 | 2,70 | 2 | 0,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 425 899 | 3,24 | 21 585 | 3,34 | ||||
2025-07-09 | 13F | Berkshire Bank | 566 156 | 3,16 | 28 693 | 3,26 | ||||
2025-08-04 | 13F | Deseret Mutual Benefit Administrators | 40 088 | 102,52 | 2 032 | 102,69 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 10 023 | −2,21 | 508 | −2,12 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 4 246 | 0,07 | 215 | 0,47 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 1 226 | 467,59 | 62 | 520,00 | ||||
2025-07-31 | 13F | Auour Investments LLC | 79 147 | −1,69 | 4 011 | −1,62 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 4 543 | −2,26 | 230 | −2,13 | ||||
2025-07-29 | 13F | Regions Financial Corp | 9 550 | 9,19 | 484 | 9,28 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 38 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Family Management Corp | 27 882 | −5,71 | 1 413 | −5,61 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 4 978 | 9,14 | 252 | 9,57 | ||||
2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 26 125 | 58,65 | 1 324 | 58,94 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 15 011 | −21,59 | 761 | −21,57 | ||||
2025-08-01 | 13F | Mendel Money Management | 7 860 | 0,00 | 398 | 0,25 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 18 228 | −5,23 | 924 | −5,14 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 16 914 662 | 11,58 | 857 235 | 11,69 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 12 513 | −21,28 | 634 | −21,14 | ||||
2025-08-14 | 13F | Endurance Services Ltd | 415 000 | 0,00 | 21 032 | 0,10 | ||||
2025-07-11 | 13F | Bell Bank | 29 249 | −0,49 | 1 482 | −0,40 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 250 470 | −12,97 | 12 694 | −12,89 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 276 176 | 273,86 | 13 997 | 274,22 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 4 640 409 | 17,53 | 235 176 | 17,65 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 51 518 | 253,66 | 2 611 | 254,14 | ||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 48 197 | −23,61 | 2 | −33,33 | ||||
2025-08-11 | 13F | Citigroup Inc | 130 675 | −26,67 | 6 623 | −26,60 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 346 500 | 31,06 | 17 561 | 31,19 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 63 | 0,00 | 3 | 0,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 25 296 | −12,49 | 1 282 | −12,37 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 197 067 | −5,23 | 9 987 | −5,14 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 6 607 | −55,93 | 335 | −55,99 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 553 661 | 4,99 | 28 060 | 5,09 | ||||
2025-05-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Evensky & Katz LLC | 485 706 | 1,95 | 25 | 0,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 120 815 | 4,08 | 6 114 | 4,37 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 72 462 | 6,80 | 3 672 | 6,90 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 30 551 | −5,66 | 1 548 | −5,55 | ||||
2025-08-11 | 13F | Vista Cima Wealth Management LLC | 35 216 | 0,70 | 1 785 | 0,79 | ||||
2025-07-17 | 13F | City Holding Co | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 7 529 | −82,30 | 382 | −82,30 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 140 538 | 7,11 | 7 122 | 7,23 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 59 649 | −92,70 | 3 023 | −92,70 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 31 141 | 24,87 | 1 572 | 24,48 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 91 400 | 0,00 | 5 | 0,00 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 138 223 | −16,10 | 7 005 | −16,01 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 45 541 | −98,11 | 2 308 | −98,11 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 75 078 | 5,54 | 3 805 | 5,64 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 13 667 | −12,17 | 693 | −12,07 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 130 147 | −2,41 | 6 596 | −2,31 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 327 455 | 4,90 | 16 595 | 5,00 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 8 364 | −63,75 | 424 | −63,78 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 261 966 | 13,51 | 13 276 | 13,63 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 174 264 | 47,00 | 8 832 | 47,13 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 6 071 | −17,19 | 308 | −17,25 | ||||
2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 435 852 | 0,25 | 22 006 | 0,51 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 1 657 | 1,22 | 84 | 1,22 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Stephens Consulting, LLC | 2 180 | 0,00 | 110 | 0,00 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 434 030 | 12,42 | 21 997 | 12,53 | ||||
2025-08-12 | 13F | Guerra Pan Advisors, Llc | 7 776 | −20,46 | 394 | −20,24 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 405 | 274 | ||||||
2025-08-14 | 13F | Herold Advisors, Inc. | 93 525 | 2,30 | 4 740 | 2,40 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 34 891 | 87,84 | 1 768 | 88,09 | ||||
2025-08-08 | 13F | Creative Planning | 41 124 | −46,98 | 2 084 | −46,93 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 107 654 | 0,91 | 5 456 | 1,00 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 27 590 | −35,99 | 1 398 | −35,93 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 9 374 | −21,48 | 475 | −21,36 | ||||
2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 22 773 | 48,46 | 1 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 475 | 75 | ||||||
2025-08-14 | 13F | Comerica Bank | 276 099 | 10,88 | 13 993 | 10,99 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 37 381 | 75,92 | 1 894 | 76,19 | ||||
2025-07-15 | 13F | Bfsg, Llc | 211 196 | 11,14 | 10 703 | 11,26 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 21 843 | −75,76 | 1 107 | −75,75 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 44 290 | 1,90 | 2 245 | 2,00 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 36 | 2,86 | 2 | 0,00 | ||||
2025-08-06 | 13F | HORAN Wealth, LLC | 15 859 | 804 | ||||||
2025-08-12 | 13F | Inscription Capital, LLC | 9 879 | 81,13 | 501 | 81,82 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 24 109 | −3,42 | 1 222 | −3,33 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 837 | 0,00 | 42 | 0,00 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 70 820 | 66,91 | 3 586 | 67,76 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 72 882 | 5,89 | 3 694 | 6,00 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 276 427 | 30,14 | 14 009 | 30,27 | ||||
2025-08-12 | 13F | Rock Creek Group, LP | 1 137 305 | −30,09 | 57 638 | −30,01 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 432 518 | 2,53 | 21 920 | 2,63 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 81 169 | 15,58 | 4 114 | 15,70 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 28 476 | 0,04 | 1 443 | 0,14 | ||||
2025-07-15 | 13F | Hall Laurie J Trustee | 4 630 | 0,00 | 235 | 0,00 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 1 926 101 | −5,07 | 97 557 | −5,02 | ||||
2025-07-28 | 13F | Courier Capital Llc | 5 810 | 294 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 127 315 | 0,15 | 6 452 | 0,25 | ||||
2025-08-12 | 13F | Main Management LLC | 2 167 | 10,62 | 0 | |||||
2025-08-06 | 13F | Financial Alternatives, Inc | 4 000 | 0,00 | 203 | 0,00 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 13 366 | 677 | ||||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 42 723 | 37,52 | 2 165 | 37,72 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 517 476 | 2,96 | 26 226 | 3,07 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 82 588 | −41,23 | 4 186 | −41,18 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Good Life Advisors, LLC | 198 982 | −0,54 | 10 084 | −0,44 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 72 999 | −37,00 | 3 700 | −36,94 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 458 | −37,74 | 1 341 | −37,70 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 4 326 | 7,08 | 219 | 7,35 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 96 202 | 0,94 | 4 876 | 1,04 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 62 120 | 1,01 | 3 148 | 1,12 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 44 863 | −0,84 | 2 274 | −0,74 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 31 000 | −0,64 | 1 571 | −0,51 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 26 319 | 19,78 | 1 334 | 20,20 | ||||
2025-08-05 | 13F | Key FInancial Inc | 7 683 | 10,71 | 389 | 10,83 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 118 715 | 1,46 | 6 016 | 1,57 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 40 089 | −31,36 | 2 032 | −31,29 | ||||
2025-07-18 | 13F | Cooper Financial Group | 402 206 | −2,73 | 20 384 | −2,64 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 9 968 | −11,99 | 505 | −11,73 | ||||
2025-04-22 | 13F | Cohalo Advisory LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 6 000 | −14,88 | 304 | −14,61 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 33 184 | 22,70 | 1 682 | 22,79 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 17 001 | 57,52 | 862 | 57,69 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 63 571 | −48,49 | 3 222 | −48,45 | ||||
2025-08-13 | 13F | Brentview Investment Management LLC | 700 | 35 | ||||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 151 381 | 25,19 | 7 672 | 25,30 | ||||
2025-07-09 | 13F | Triumph Capital Management | 131 239 | 0,71 | 6 651 | 0,82 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 168 395 | −11,40 | 8 534 | −11,31 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 44 708 | 3,20 | 2 266 | 3,28 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 69 748 | 57,17 | 3 535 | 57,35 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 2 871 | −16,78 | 145 | −16,67 | ||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 213 034 | −35,37 | 10 797 | −35,30 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 49 260 | 2,79 | 2 496 | 2,89 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 80 | 4 | ||||||
2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 90 330 | 710,93 | 4 573 | 717,89 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 7 587 | 44,82 | 384 | 46,01 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 84 989 | 81,93 | 4 307 | 82,11 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 119 582 | 1,06 | 6 054 | 1,58 | ||||
2025-08-07 | 13F | Illumine Investment Management, LLC | 81 692 | −0,76 | 4 140 | −0,65 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 15 031 | −8,30 | 762 | −8,20 | ||||
2025-07-30 | 13F | Family Capital Trust Co | 17 691 | 0,00 | 897 | 0,11 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Scott Capital Advisors, LLC | 253 142 | 3,77 | 12 789 | 3,55 | ||||
2025-07-17 | 13F | Legacy Wealth Management, Inc | 1 478 317 | 2,20 | 74 921 | 2,30 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 72 | 14,29 | 4 | 0,00 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 927 786 | −0,28 | 47 020 | −0,18 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 37 982 | −71,13 | 1 925 | −71,12 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 73 165 | 3 708 | ||||||
2025-07-15 | 13F | Floyd Financial Group Llc | 80 601 | 5,75 | 4 070 | 5,50 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1 662 322 | 6,87 | 84 246 | 6,98 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 927 651 | 47 013 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 8 888 716 | 4,01 | 450 480 | 4,68 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 65 766 | −7,02 | 3 333 | −6,93 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 36 062 | 20,09 | 1 828 | 20,20 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 14 752 | 59,09 | 745 | 58,85 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 086 | 0,51 | 410 | 0,49 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 35 123 | 4,49 | 1 780 | 4,64 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 45 334 | −14,16 | 2 298 | −14,07 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 481 731 | 1,90 | 24 414 | 2,01 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 423 600 | 17,60 | 21 468 | 17,72 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5 949 | 45,95 | 301 | 46,12 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 292 252 | 0,37 | 14 811 | 0,47 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 26 516 | −30,20 | 1 344 | −30,16 | ||||
2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 49 325 | −0,27 | 2 500 | −0,16 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 862 | 14,48 | 44 | 13,16 | ||||
2025-08-13 | 13F | Haverford Trust Co | 6 050 | 0,00 | 307 | 0,00 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 5 971 | −93,71 | 303 | −93,72 | ||||
2025-08-04 | 13F | Terril Brothers, Inc. | 4 800 | 0,00 | 243 | 0,00 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 20 252 | 29,75 | 1 026 | 29,87 | ||||
2025-07-08 | 13F | Little House Capital Llc | 169 961 | 5,80 | 8 614 | 5,90 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 8 896 | −13,74 | 451 | −13,79 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 89 167 | 50,83 | 4 519 | 50,95 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 39 530 | −82,42 | 2 003 | −82,41 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 55 875 | 4,62 | 2 832 | 4,70 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 958 195 | 111,78 | 48 561 | 112,03 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 204 155 | 4,44 | 10 347 | 4,55 | ||||
2025-07-17 | 13F | KWB Wealth | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Atwood & Palmer Inc | 3 500 | −66,59 | 177 | −66,60 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 165 560 | 20,02 | 8 391 | 20,15 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 25 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 539 982 | 53,85 | 27 366 | 54,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 41 609 | −73,15 | 2 109 | −73,14 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 238 908 | 1,40 | 12 108 | 1,50 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 453 674 | 10,04 | 22 992 | 10,15 | ||||
2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 8 825 | 14,61 | 447 | 14,91 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 34 546 | −15,94 | 1 751 | −15,87 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 99 062 | 64,15 | 5 020 | 64,32 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 47 154 | −9,11 | 2 390 | −9,03 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 8 672 | −47,83 | 439 | −47,80 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 141 775 | 124,49 | 7 150 | 124,49 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 22 698 | 7,26 | 1 150 | 7,38 | ||||
2025-07-15 | 13F | Verum Partners LLC | 309 352 | −3,36 | 15 678 | −3,27 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 39 498 | −1,42 | 2 002 | −1,33 | ||||
2025-08-12 | 13F | MAI Capital Management | 493 111 | 509,06 | 24 991 | 509,66 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 55 342 | 0,00 | 2 805 | 0,11 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 103 194 | −4,22 | 5 230 | −4,13 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 9 993 | 0,00 | 506 | 0,20 | ||||
2025-05-15 | 13F | Harvest Investment Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Latitude Advisors, LLC | 22 388 | −5,55 | 1 135 | −5,50 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 51 682 | 9,53 | 2 619 | 9,67 | ||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 121 940 | −37,09 | 6 180 | −37,03 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 4 961 | 0,00 | 251 | 0,00 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 6 113 | 7,59 | 310 | 7,67 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 10 262 | 0,00 | 520 | 0,19 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 232 | 0,00 | 12 | 0,00 | ||||
2025-08-27 | NP | ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio | 1 198 330 | −81,06 | 60 731 | −81,04 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 140 098 | 7 096 | ||||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 585 114 | 4,96 | 30 | 3,57 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 8 294 | −2,07 | 420 | −1,87 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 22 151 | 1 | ||||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 9 811 | 2,29 | 497 | 2,47 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 3 971 | 0,00 | 201 | 0,00 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 18 178 | 27,87 | 921 | 28,09 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 621 | −4,14 | 82 | −3,53 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 17 400 | 85,11 | 882 | 86,26 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 29 378 | 38,24 | 1 489 | 38,42 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 473 102 | 8,39 | 23 977 | 8,49 | ||||
2025-08-07 | 13F | SFE Investment Counsel | 9 907 | 502 | ||||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200 946 | 1,76 | 10 184 | 1,85 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 64 313 | −14,15 | 3 | 0,00 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 208 909 | −0,68 | 10 550 | −0,94 | ||||
2025-07-16 | 13F | Kendall Capital Management | 193 866 | 5,97 | 9 825 | 6,08 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 775 | 0,00 | 39 | 0,00 | ||||
2025-08-11 | 13F | North Forty Two & Co. | 108 213 | −0,73 | 5 484 | −0,63 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 121 927 | −31,19 | 6 179 | −31,12 | ||||
2025-07-23 | 13F | Slow Capital, Inc. | 34 533 | 1 750 | ||||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 4 000 | −16,25 | 203 | −16,18 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 584 169 | 12,17 | 29 606 | 12,28 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 277 986 | 133,18 | 14 089 | 134,08 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 906 410 | 41,83 | 45 937 | 41,97 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 925 | 0,00 | 250 | 0,00 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 22 880 | −1,71 | 1 160 | −1,61 | ||||
2025-08-29 | NP | BRMSX - Bramshill Income Performance Fund Institutional Class | 780 797 | 0,00 | 39 571 | 0,10 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 402 | 8,06 | 0 | |||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 10 160 | 2,01 | 515 | 2,59 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 66 647 | −6,33 | 3 370 | −6,47 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 143 136 | −4,99 | 7 254 | −4,89 | ||||
2025-07-08 | 13F | Lpwm Llc | 354 315 | 11,13 | 17 957 | 11,24 | ||||
2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 7 228 | −18,66 | 0 | |||||
2025-07-15 | 13F | Norden Group Llc | 102 655 | −79,72 | 5 203 | −79,70 | ||||
2025-09-10 | 13F | WT Wealth Management | 142 611 | 10,17 | 7 228 | 10,29 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 57 643 | −11,01 | 2 921 | −10,92 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 128 841 | 28,37 | 6 530 | 28,50 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 14 051 | 44,99 | 711 | 45,70 | ||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 41 408 | 6,88 | 2 099 | 6,99 | ||||
2025-04-17 | 13F | Abound Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 253 260 | 7,25 | 12 835 | 7,36 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 396 | 20 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3 582 584 | 22,77 | 181 544 | 23,11 | ||||
2025-08-27 | NP | ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio | 2 001 669 | −75,60 | 101 445 | −75,58 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 5 930 | 301 | ||||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 68 715 | −8,52 | 3 476 | −8,60 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 1 310 993 | 13,87 | 66 441 | 13,98 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 303 | 0,54 | 66 | 1,54 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 135 094 | 45,49 | 6 847 | 45,63 | ||||
2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 186 732 | −41,09 | 9 464 | −41,03 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 5 151 | 1,88 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 28 950 | 19,53 | 1 467 | 19,66 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 152 449 | 7,43 | 7 726 | 7,54 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 40 999 | 46,88 | 2 078 | 46,99 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 61 539 | 10,55 | 3 119 | 11,24 | ||||
2025-08-15 | 13F | State of Tennessee, Treasury Department | 1 181 800 | −13,11 | 59 894 | −13,02 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 72 857 | 3 692 | ||||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 36 123 | −3,99 | 1 831 | −3,89 | ||||
2025-07-18 | 13F | Parkside Investments, LLC | 297 687 | −18,95 | 15 087 | −18,87 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 46 442 | 2 354 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 687 842 | 0,41 | 34 860 | 0,50 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 5 563 | 1,33 | 282 | 1,44 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 3 475 | −5,44 | 176 | −5,38 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 26 565 | 2,16 | 1 346 | 2,28 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 156 424 | 14,96 | 7 906 | 15,00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 72 | −57,89 | 4 | −62,50 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 939 | 0,00 | 48 | 0,00 | ||||
2025-07-15 | 13F | Kwmg, Llc | 260 247 | 5,61 | 13 189 | 5,71 | ||||
2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 56 708 | −3,71 | 2 874 | −3,62 | ||||
2025-08-08 | 13F | Donoghue Forlines LLC | 533 117 | 27 018 | ||||||
2025-08-08 | 13F | Turn8 Private Wealth Inc. | 6 592 | 1,14 | 334 | 1,21 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 127 467 | −0,15 | 6 460 | 0,47 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 126 700 | 43,29 | 6 421 | 43,45 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 28 894 | −0,37 | 1 464 | −0,27 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8 039 | −24,22 | 407 | −24,21 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 386 692 | 4,67 | 19 598 | 4,77 | ||||
2025-08-14 | 13F | Concorde Financial Corp | 126 774 | 20,16 | 6 425 | 20,28 | ||||
2025-07-15 | 13F | Retireful, LLC | 10 936 | −11,53 | 554 | −11,36 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 39 221 | 4,52 | 2 | 0,00 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 605 364 | −8,11 | 30 680 | −8,02 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 362 310 | 1 207,74 | 18 362 | 1 209,63 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 732 | −75,06 | 37 | −75,00 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 329 | −29,37 | 371 | −29,33 | ||||
2025-08-13 | 13F | American Money Management, LLC | 4 723 | −8,58 | 239 | −8,43 | ||||
2025-08-20 | NP | CONWX - Concorde Wealth Management Fund | 20 000 | 0,00 | 1 014 | 0,10 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 12 556 | 69,52 | 636 | 70,05 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 91 826 | −3,63 | 4 654 | −3,54 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 135 083 | −24,56 | 6 846 | −24,48 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 196 895 | −2,24 | 9 979 | −2,14 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 447 023 | 59,94 | 124 015 | 60,10 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 42 100 | −10,71 | 2 134 | −10,64 | ||||
2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 380 737 | −0,03 | 19 296 | 0,07 | ||||
2025-08-13 | 13F | Acorns Advisers, LLC | 975 829 | 0,38 | 49 | 0,00 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10 162 | −86,29 | 516 | −86,28 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 310 595 | 527,44 | 15 741 | 528,09 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 101 703 | 9,98 | 5 154 | 10,10 | ||||
2025-08-08 | 13F | Firestone Capital Management | 13 342 | −20,18 | 676 | −20,09 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 117 796 | −1,81 | 5 970 | −1,73 | ||||
2025-07-11 | 13F | Thomasville National Bank | 411 196 | −3,28 | 20 839 | −3,18 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 96 899 | −0,41 | 4 911 | −0,32 | ||||
2025-06-17 | 13F | Ridgepath Capital Management LLC | 293 851 | −16,35 | 14 878 | −15,92 | ||||
2025-08-13 | 13F | Generation Capital Management LLC | 10 000 | 0,00 | 507 | 0,00 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 31 814 | 13,20 | 1 612 | 13,36 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 558 897 | 4,94 | 28 208 | 4,98 | ||||
2025-07-16 | 13F | Old Port Advisors | 48 876 | −2,65 | 2 477 | −2,56 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 414 | 6,96 | 122 | 7,02 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 988 281 | 16,41 | 50 086 | 16,53 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 7 056 | 8,82 | 358 | 8,84 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13 300 | 673 | ||||||
2025-07-16 | 13F | BOS Asset Management, LLC | 107 993 | 6,44 | 5 473 | 6,56 | ||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 117 779 | −5,01 | 5 969 | −4,91 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 158 190 | 0,62 | 7 985 | 0,33 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 477 120 | −3,76 | 24 180 | −3,67 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 338 130 | 32,26 | 17 136 | 32,40 | ||||
2025-07-09 | 13F | Divergent Planning, LLC | 553 661 | 28 060 | ||||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 932 776 | 0,10 | 47 273 | 0,62 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 4 181 | 212 | ||||||
2025-07-29 | 13F | Activest Wealth Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 27 493 | 42,64 | 1 393 | 42,87 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 000 | 60,00 | 811 | 60,08 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 10 676 | −65,48 | 541 | −65,43 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 76 753 | 81,09 | 3 890 | 81,90 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 8 515 | −4,51 | 432 | −4,43 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 82 100 | 13,87 | 4 161 | 13,97 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 216 752 | −15,91 | 10 985 | −15,83 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 9 956 | 4,59 | 505 | 4,78 | ||||
2025-07-08 | 13F | First International Bank & Trust | 111 573 | −10,88 | 5 655 | −10,79 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 394 616 | −14,49 | 19 999 | −14,41 | ||||
2025-05-06 | 13F | Alpha Omega Group, Inc. | 5 217 | 0,46 | 264 | 1,15 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 250 | 0,00 | 13 | 0,00 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 4 934 | −0,06 | 250 | 0,40 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 949 | 75,42 | 48 | 77,78 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 81 457 | 16,03 | 4 128 | 16,15 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 251 607 | 18,73 | 12 724 | 18,59 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 40 893 | 8,15 | 2 072 | 8,25 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 7 278 | 369 | ||||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 209 | −96,57 | 61 | −96,58 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 152 631 | −4,46 | 7 735 | −4,36 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 1 714 006 | 3,80 | 86 866 | 3,90 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 170 | 42,86 | 9 | 33,33 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 3 814 842 | 42,21 | 193 336 | 42,35 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 319 673 | 7,76 | 66 881 | 7,87 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 99 354 | 33,12 | 5 035 | 33,27 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 74 979 | 12,09 | 3 800 | 12,20 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 24 551 | 0,66 | 1 244 | 0,81 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 822 | 0,00 | 92 | 0,00 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 43 468 | 1,17 | 2 203 | 1,24 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 10 850 | 25,33 | 550 | 25,34 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 165 004 | −9,87 | 8 362 | −9,79 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 16 | 0,00 | 1 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 98 586 | −9,11 | 4 991 | −8,64 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 19 756 | −3,00 | 1 001 | −2,91 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 115 058 | 1,46 | 5 831 | 1,57 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 9 512 | −2,06 | 482 | −1,83 | ||||
2025-05-15 | 13F | Alliancebernstein L.p. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Members Capital Advisors Inc | 495 000 | −50,25 | 25 087 | −50,20 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 176 768 | 30,42 | 8 959 | 30,55 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 6 681 | −0,93 | 339 | −0,88 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 679 | 1,39 | 236 | 1,72 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 73 618 | −16,77 | 3 729 | −16,71 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | JDM Financial Group LLC | 12 873 | −19,18 | 652 | −19,11 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 4 105 | 208 | ||||||
2025-07-17 | 13F | BayBridge Capital Group, LLC | 61 184 | −2,28 | 3 101 | −2,18 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 14 170 | 27,89 | 718 | 28,21 | ||||
2025-07-07 | 13F | Trust Co | 4 756 | −0,02 | 241 | 0,42 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 49 710 | −19,14 | 2 519 | −19,06 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 132 461 | 0,49 | 6 713 | 0,60 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 35 207 | −0,80 | 1 784 | −0,67 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 367 532 | 26,36 | 18 626 | 26,48 | ||||
2025-06-02 | 13F | SkyView Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 15 401 | −38,33 | 781 | −38,29 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 356 139 | 6 371,72 | 18 049 | 6 392,45 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 28 100 | 0,00 | 1 424 | 0,14 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 17 597 | 0,00 | 892 | 0,11 | ||||
2025-05-13 | 13F | Journey Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 8 881 | 16,84 | 450 | 17,19 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 339 905 | 23,87 | 17 226 | 24,00 | ||||
2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 511 | 8,69 | 634 | 8,93 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 188 | 0,00 | 10 | 0,00 | ||||
2025-08-12 | 13F | Argent Trust Co | 14 276 | 0,85 | 724 | 0,98 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 10 632 | −1,06 | 538 | −0,55 | ||||
2025-07-24 | 13F | Birch Capital Management, LLC | 19 774 | −2,91 | 1 002 | −2,81 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 45 433 | −2,60 | 2 303 | −2,50 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 82 733 | 22,43 | 4 193 | 22,54 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 49 508 | −2,18 | 2 509 | −2,07 | ||||
2025-07-24 | 13F | Financial Security Advisor, Inc. | 245 397 | −0,60 | 12 437 | −0,50 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 22 232 | −10,33 | 1 127 | −10,28 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 122 821 | −6,18 | 6 225 | −6,08 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 487 444 | −1,35 | 24 704 | −1,25 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 224 432 | 1,97 | 11 374 | 2,07 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 222 771 | 2,73 | 11 290 | 2,83 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 30 834 | 1,64 | 1 563 | 1,76 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 2 285 | −1,04 | 116 | −0,86 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 4 385 | 222 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
2025-08-28 | NP | RULE - Adaptive Core ETF | 10 936 | −11,53 | 554 | −11,36 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 4 000 | 0,00 | 203 | 0,00 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 312 670 | 61,51 | 15 846 | 61,68 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 6 385 | −19,57 | 324 | −19,45 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 11 994 | 0,00 | 608 | 0,00 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 | 66,67 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 39 257 | −24,88 | 1 990 | −24,80 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14 283 | −15,77 | 724 | −15,73 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 182 696 | 23,98 | 60 | 22,92 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 16 884 | −3,40 | 856 | −3,28 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 750 037 | 12,83 | 139 393 | 12,94 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4 501 | −99,50 | 228 | −99,50 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 8 734 | 442 | ||||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 1 667 229 | −43,93 | 84 495 | −43,88 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 267 036 | 98,45 | 13 523 | 98,50 | ||||
2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 6 684 | −2,91 | 339 | −2,87 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 39 575 | 8,26 | 2 006 | 8,73 | ||||
2025-04-18 | 13F | Seed Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 047 | 4,49 | 154 | 4,76 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 15 746 | 42,19 | 798 | 42,50 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 27 406 | −7,93 | 1 385 | −7,79 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 811 134 | −5,04 | 41 108 | −4,95 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 43 551 | −14,56 | 2 207 | −14,46 | ||||
2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 435 249 | 9,18 | 22 058 | 9,29 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 6 565 | 333 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 581 880 | 16,95 | 29 490 | 17,07 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 261 | 165 | ||||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 145 061 | 63,57 | 7 | 75,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 16 838 | 2,88 | 853 | 3,02 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 314 012 | −34,45 | 15 914 | −34,39 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 128 670 | 3,75 | 6 521 | 3,84 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 444 430 | 33,07 | 22 524 | 33,20 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 1 014 | 0,90 | 51 | 2,00 | ||||
2025-05-09 | NP | ACIFX - Advisors Capital International Fund | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 8 935 | 41,09 | 453 | 41,25 | ||||
2025-08-08 | 13F | Petix & Botte Co | 21 593 | −8,17 | 1 094 | −8,07 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 245 | −81,97 | 63 | −81,95 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 492 206 | 4,05 | 24 945 | 4,15 | ||||
2025-07-16 | 13F/A | CX Institutional | 30 759 | −17,13 | 2 | 0,00 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 60 152 | 42,99 | 3 048 | 43,17 | ||||
2025-08-07 | 13F | Allworth Financial LP | 340 088 | −8,31 | 17 236 | −8,09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 916 646 | 42,14 | 46 456 | 42,29 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 50 387 | 4,69 | 2 554 | 4,80 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 171 315 | 2,18 | 8 682 | 2,29 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 9 334 | −79,08 | 473 | −79,05 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 584 421 | 9,01 | 29 618 | 9,11 | ||||
2025-08-05 | 13F | McBroom & Associates, LLC | 27 765 | 0,00 | 1 406 | 0,00 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 41 317 | 15,68 | 2 094 | 15,76 | ||||
2025-07-10 | 13F | Brady Family Wealth, Llc | 27 520 | 3,90 | 1 395 | 3,95 | ||||
2025-08-01 | 13F | Bolthouse Investments, LLC | 56 198 | −18,14 | 2 848 | −18,04 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 166 | 0 | ||||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 256 231 | −0,77 | 12 986 | −0,67 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 17 406 | 96,90 | 882 | 97,32 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 45 693 | 14,01 | 2 316 | 14,10 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 8 030 | 12,10 | 407 | 12,15 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 222 075 | 58,31 | 11 255 | 58,46 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio | 2 761 235 | −36,18 | 139 939 | −36,12 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 4 900 | 0,00 | 248 | 0,00 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 98 528 | 3,25 | 4 993 | 3,35 | ||||
2025-08-07 | 13F | Nwam Llc | 120 046 | 51,08 | 6 080 | 51,17 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 8 179 | −49,94 | 415 | −49,94 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 97 700 | 47,58 | 4 951 | 47,75 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Foundation Advisors | 47 033 | −0,73 | 2 384 | −0,63 | ||||
2025-08-12 | 13F | Adventist Health System Sunbelt Healthcare Corp | 1 000 000 | 0,00 | 50 680 | 0,10 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 195 715 | −12,44 | 9 919 | −12,35 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 398 396 | 3,18 | 20 191 | 3,57 | ||||
2025-07-18 | 13F | Brueske Advisory Services, LLC | 17 129 | 9,26 | 868 | 9,46 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 11 | 0,00 | 1 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 902 | −37,06 | 45 | −37,50 | ||||
2025-07-15 | 13F | IMS Capital Management | 26 877 | 17,50 | 1 362 | 17,62 | ||||
2025-08-14 | 13F | Dean, Jacobson Financial Services, LLC | 59 146 | 95,87 | 2 998 | 96,14 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 12 721 | 4 968,13 | 0 | −100,00 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 119 568 | 6 023 | ||||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 228 704 | −0,32 | 11 579 | 0,20 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 53 | −99,76 | 3 | −99,82 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 217 749 | 73,02 | 11 036 | 73,21 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 546 053 | 3,09 | 27 674 | 3,18 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 21 917 | 1 111 | ||||||
2025-08-11 | 13F | FSA Wealth Management LLC | 200 | 0,00 | 10 | 0,00 | ||||
2025-08-04 | 13F | Spire Wealth Management | 1 690 544 | −20,92 | 85 677 | −20,84 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 35 913 | 14,21 | 1 820 | 14,32 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 16 224 | −12,26 | 822 | −12,18 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 4 587 | 232 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 7 288 | 369 | ||||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4 495 | 228 | ||||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 414 514 | −0,29 | 21 008 | −0,19 | ||||
2025-07-23 | 13F | IMZ Advisory Inc | 377 971 | −3,86 | 19 125 | −3,92 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 11 359 | 0,61 | 576 | 0,70 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 41 852 | 59,94 | 2 121 | 60,20 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 622 | 13,76 | 5 049 | 13,87 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 331 249 | −36,22 | 16 780 | −36,19 | ||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 83 505 | −2,95 | 4 232 | −2,85 | ||||
2025-07-07 | 13F | Life Line Wealth Management Llc | 9 140 | 1,14 | 463 | 1,31 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 297 298 | −0,83 | 15 067 | −0,72 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 533 | 0,00 | 27 | 3,85 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 136 546 | −15,07 | 7 | −25,00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 4 001 | 203 | ||||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 23 323 | −2,55 | 1 182 | −2,39 | ||||
2025-08-14 | 13F | Betterment LLC | 11 291 079 | 22,92 | 572 | 23,01 | ||||
2025-08-14 | 13F | Fmr Llc | 13 190 727 | 10,36 | 668 506 | 10,47 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13 984 | 3,26 | 709 | 3,36 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Novare Capital Management Llc | 68 148 | 30,83 | 3 454 | 30,94 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 1 991 | −74,90 | 101 | −75,06 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 46 807 | 7,97 | 2 372 | 8,11 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 295 328 | −44,36 | 14 967 | −44,30 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 8 501 | −92,89 | 0 | −100,00 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 18 103 | −44,55 | 1 | −100,00 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 4 575 | 0,00 | 232 | 0,00 | ||||
2025-07-29 | NP | TSPX - Twin Oak Active Opportunities ETF | 450 011 | −77,65 | 22 780 | −77,66 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 217 891 | −12,41 | 11 043 | −12,32 | ||||
2025-05-16 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 19 558 | −12,77 | 1 | −100,00 | ||||
2025-08-14 | 13F | Temasek Holdings (Private) Ltd | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 6 118 | 1,14 | 310 | 1,31 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 164 575 | −6,25 | 8 341 | −6,16 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 31 815 | 2,51 | 1 612 | 2,61 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 7 | 0 | ||||||
2025-08-01 | 13F | Bessemer Group Inc | 820 | 2,50 | 0 | |||||
2025-07-17 | 13F | MBA Advisors LLC | 65 861 | 7,04 | 3 338 | 7,13 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 16 690 | 846 | ||||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 77 867 | 3 946 | ||||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 119 156 | 8,07 | 6 039 | 8,17 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 6 378 | −0,44 | 323 | −0,31 | ||||
2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Clarus Group, Inc. | 463 748 | −1,88 | 23 503 | −1,78 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 18 986 | −67,11 | 962 | −1,13 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 45 064 | 70,39 | 2 | 100,00 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 8 467 | −4,79 | 428 | −4,90 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 21 | 1 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 4 874 | −1,83 | 247 | −1,59 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 812 | 0 | ||||||
2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 178 628 | −44,83 | 9 053 | −44,78 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 125 132 | 32,73 | 6 342 | 32,85 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 159 122 | 152,65 | 8 062 | 152,89 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 334 126 | −0,61 | 16 933 | −0,52 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 12 095 | 0,00 | 613 | 0,00 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 20 428 | −68,29 | 1 034 | −68,23 | ||||
2025-08-06 | 13F | Nvwm, Llc | 68 452 | 70,52 | 3 469 | 70,72 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 86 739 | −5,88 | 4 396 | −5,81 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 25 726 | −29,22 | 1 304 | −29,18 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 28 837 | −92,53 | 1 461 | −92,52 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 201 475 | 2,41 | 10 211 | 2,51 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 226 957 | 4,44 | 11 502 | 4,54 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 142 805 | 9,07 | 7 | 16,67 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 16 139 | 0,00 | 818 | 0,00 | ||||
2025-08-11 | 13F | Insight 2811, Inc. | 79 287 | −15,17 | 4 018 | −15,09 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 293 581 | 18,19 | 14 879 | 18,30 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 605 | −4,72 | 31 | −6,25 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 85 523 | 0,00 | 4 330 | 0,00 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 75 513 | −15,83 | 3 827 | −15,76 | ||||
2025-08-28 | NP | PWRAX - Power Income Fund Class A | 490 545 | −15,50 | 24 861 | −14,98 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | SPC Financial, Inc. | 12 262 | −8,25 | 621 | −8,14 | ||||
2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Next Capital Management LLC | 20 185 | −48,44 | 1 023 | −48,44 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 32 063 | −20,02 | 1 625 | −19,96 | ||||
2025-05-07 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Moller Financial Services | 6 812 | 345 | ||||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 4 696 | 0,00 | 238 | 0,00 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 225 | 11 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 630 157 | 10,72 | 31 936 | 10,83 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 14 087 | 0,00 | 714 | 0,00 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 67 504 | −5,83 | 3 421 | −5,73 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 22 488 | 2,43 | 1 140 | 2,52 | ||||
2025-07-31 | 13F | McCarthy Asset Management, Inc. | 93 102 | 1,35 | 4 718 | 1,44 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 736 843 | 5,40 | 37 343 | 5,50 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 111 027 | −4,04 | 5 627 | −3,96 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 24 401 | 1 232 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 610 | 335 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 6 689 | 2,17 | 339 | 2,11 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 116 042 | 84,17 | 5 881 | 84,36 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 9 718 | 491 | ||||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 708 208 | 2,11 | 35 892 | 2,22 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 94 869 | −5,64 | 4 808 | −5,56 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 188 909 | −16,01 | 9 574 | −15,93 | ||||
2025-07-31 | 13F | Hixon Zuercher, LLC | 62 340 | 5,46 | 3 159 | 5,58 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9 409 | 1,93 | 477 | 1,93 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 37 980 | 35,95 | 1 925 | 36,07 | ||||
2025-08-28 | NP | GTAAX - Power Global Tactical Allocation/JAForlines Fund Class A | 42 572 | −21,16 | 2 158 | −20,67 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 23 842 | 61,99 | 1 208 | 62,15 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 200 | 10 | ||||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 14 639 | −5,88 | 741 | −5,48 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 90 304 | −0,52 | 4 577 | −0,41 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 32 750 | 2,36 | 1 660 | 2,47 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 4 585 | −22,09 | 232 | −21,89 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 9 902 | 0,94 | 502 | 1,01 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 62 414 | 37,50 | 3 163 | 37,64 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 85 866 | −4,03 | 4 352 | −3,95 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 040 | −20,00 | 53 | −20,00 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 81 307 | 48,09 | 4 121 | 48,25 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 9 100 | 1,25 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 203 845 | 34,69 | 61 011 | 34,83 | ||||
2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8 743 594 | 0,01 | 442 601 | −0,07 | ||||
2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | −100,00 | 0 | |||||
2025-06-03 | 13F | Invst, LLC | 176 985 | −16,87 | 8 961 | −16,44 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 4 034 | 1,08 | 204 | 0,99 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 17 306 | −3,14 | 876 | −2,56 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 58 755 | 20,27 | 2 978 | 20,38 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 8 895 | 47,56 | 451 | 47,54 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 90 486 | −13,90 | 4 569 | −13,86 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 97 771 | 4 955 | ||||||
2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 17 072 | −6,38 | 865 | −6,29 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 7 458 | 378 | ||||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 44 576 | 2 259 | ||||||
2025-07-24 | 13F | Lee Financial Co | 9 459 | 10,52 | 479 | 10,62 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 496 | −1,58 | 76 | −1,32 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 209 833 | 13,26 | 10 634 | 13,38 | ||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 9 318 | 0,00 | 472 | 0,21 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 5 144 | −44,57 | 261 | −44,56 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 4 367 887 | 25,24 | 221 365 | 25,36 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 5 534 | −8,59 | 280 | −8,50 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 216 467 | 6,19 | 10 971 | 6,29 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 937 480 | −2,11 | 98 191 | −2,01 | ||||
2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 55 605 | −54,61 | 2 816 | −54,57 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 274 884 | 42,27 | 13 931 | 42,41 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24 784 | 1 256 | ||||||
2025-07-14 | 13F | Nepsis, Inc. | 21 057 | −54,69 | 1 067 | −54,65 | ||||
2025-07-28 | 13F | Aries Wealth Management | 31 950 | −2,44 | 1 619 | −2,35 | ||||
2025-08-11 | 13F | Rahlfs Capital, Llc | 40 675 | 2 061 | ||||||
2025-07-30 | 13F | Fairway Wealth LLC | 3 775 | −5,01 | 191 | −4,98 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 4 948 | −1,06 | 250 | −1,19 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 42 432 | 17,62 | 2 | 100,00 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 12 757 | 145,04 | 644 | 144,87 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 9 628 | −0,69 | 488 | −0,41 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 165 246 | 85,68 | 8 375 | 85,88 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 21 067 | 1 068 | ||||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 31 140 | 407,17 | 1 578 | 409,03 | ||||
2025-08-14 | 13F | Bramshill Investments, LLC | 780 797 | 0,00 | 39 571 | 0,10 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 29 351 | 147,69 | 1 488 | 148,25 | ||||
2025-06-17 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 15 179 | −5,98 | 769 | −5,88 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 8 839 | −14,91 | 448 | −14,86 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | AGH Wealth Advisors, LLC | 12 000 | 0,00 | 608 | 0,16 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 12 962 | 53,47 | 657 | 53,63 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 619 005 | 5,22 | 31 340 | 5,77 | ||||
2025-07-10 | 13F | Security National Bank | 89 922 | 11 196,73 | 4 557 | 11 292,50 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 19 638 | 7,24 | 995 | 7,34 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 23 746 | −80,25 | 1 203 | −80,23 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 79 971 | −9,50 | 4 053 | −9,43 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 93 185 | 6,30 | 4 723 | 6,40 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 61 283 | −1,06 | 3 106 | −0,96 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 47 248 | −30,88 | 2 395 | −30,81 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 256 968 | 14,09 | 13 010 | 14,16 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 30 110 | 71,72 | 1 526 | 71,93 | ||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 51 376 | 2 603 | ||||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 951 | 48 | ||||||
2025-08-13 | 13F | Saiph Capital, LLC | 236 433 | −2,30 | 11 982 | −2,20 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 325 571 | 14,13 | 16 500 | 14,24 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 75 979 | 10,49 | 3 851 | 10,60 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 32 | 0,00 | 2 | 0,00 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 18 611 | 10,20 | 943 | 10,29 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 213 630 | 26,03 | 10 827 | 26,15 | ||||
2025-08-12 | 13F | Entruity Wealth, LLC | 38 589 | 23,56 | 1 956 | 23,66 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 62 870 | −19,50 | 3 186 | −19,42 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 397 | 101,52 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 394 684 | 179,47 | 20 003 | 179,75 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 64 271 | −0,26 | 3 257 | −0,15 | ||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 81 208 | −8,45 | 4 116 | −8,37 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 784 | 0,77 | 40 | 0,00 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 6 602 | 17,96 | 335 | 18,02 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 131 308 | −7,04 | 6 655 | −6,95 | ||||
2025-08-14 | 13F | Ironvine Capital Partners, LLC | 6 441 | 0,00 | 326 | 0,00 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 548 | −93,96 | 230 | −92,96 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 39 899 | −11,71 | 2 022 | −11,63 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 16 006 | 811 | ||||||
2025-08-12 | 13F | Holderness Investments Co | 51 730 | 13,47 | 2 622 | 13,56 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 569 580 | 85,89 | 28 866 | 86,08 | ||||
2025-07-18 | 13F | Chelsea Counsel Co | 485 | 0,00 | 25 | 0,00 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 11 275 | 182,44 | 571 | 182,67 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 58 668 | 0,93 | 2 973 | 1,05 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 70 | 1,45 | 4 | 0,00 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 40 909 | 7,54 | 2 073 | 7,63 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 12 776 | 1,14 | 647 | 1,25 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 4 781 | 16,16 | 242 | 16,35 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 5 350 | 0,45 | 271 | 0,74 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 409 240 | 2,81 | 20 740 | 2,91 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 13 696 | −24,44 | 693 | −24,10 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 965 | 7,16 | 201 | 6,95 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 56 548 | 24,30 | 2 866 | 24,40 | ||||
2025-08-14 | 13F | Millennium Management Llc | 28 148 | −88,67 | 1 427 | −88,66 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 516 342 | −70,34 | 26 168 | −70,31 | ||||
2025-08-04 | 13F | Assetmark, Inc | 1 406 864 | 6,41 | 71 300 | 6,51 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 40 761 | 32,33 | 2 066 | 32,46 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 48 139 | 14,23 | 2 438 | 14,25 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 15 820 | 41,39 | 802 | 42,27 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 554 | −36,06 | 281 | −35,99 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 43 140 | −44,46 | 2 186 | −44,40 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 152 233 | 20,27 | 7 715 | 20,53 | ||||
2025-05-09 | 13F | Ritter Daniher Financial Advisory LLC / DE | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 11 350 | −8,79 | 575 | −8,73 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1 090 193 | 11,63 | 55 251 | 11,74 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 43 889 | 22,28 | 2 224 | 22,40 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 28 291 | −18,96 | 1 434 | −18,90 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 23 948 | −14,91 | 1 214 | −14,82 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 214 769 | 11 | ||||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 129 821 | −0,30 | 6 579 | −0,20 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 5 111 | 0,55 | 259 | 0,78 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 16 306 977 | 15,29 | 826 438 | 15,40 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 135 570 | −1,72 | 57 551 | −1,62 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 138 060 | −58,84 | 6 997 | −58,80 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 17 477 | −1,90 | 886 | −1,78 | ||||
2025-08-14 | 13F | Glenview Trust Co | 9 307 | 0,75 | 472 | 0,86 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 101 999 | 7,03 | 5 169 | 7,13 | ||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 1 807 | −11,29 | 92 | −11,65 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 16 746 | −0,86 | 849 | −0,82 | ||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 26 575 | 12,13 | 1 347 | 12,26 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 11 466 | −0,78 | 581 | −0,68 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 910 | 80,44 | 0 | |||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 16 321 | −2,69 | 827 | −2,59 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 12 924 | 54,67 | 655 | 54,61 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 74 760 | 8,32 | 3 789 | 8,41 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 11 997 | 0,00 | 608 | 0,16 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 10 633 | 0,00 | 539 | 0,00 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 111 | −97,56 | 6 | −97,83 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 791 | 0,00 | 91 | 0,00 | ||||
2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 4 002 | −32,49 | 203 | −32,67 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 20 779 | −3,17 | 1 053 | −3,04 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 89 319 | 0,22 | 4 527 | 0,31 | ||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 5 437 | 20,15 | 276 | 20,09 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 8 497 | −4,23 | 431 | −4,02 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 5 592 | 0,02 | 283 | 0,00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 241 612 | −23,02 | 12 245 | −22,95 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 1 569 722 | −12,79 | 79 553 | −12,71 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 89 353 | 4 528 | ||||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 8 691 | 0,00 | 440 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 1 134 769 | −2,16 | 58 | −1,72 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 674 498 | 36,13 | 34 | 36,00 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 19 822 | −30,90 | 1 005 | −30,85 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 191 268 | 13,54 | 9 693 | 13,65 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 411 | 0,00 | 21 | 0,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 911 417 | 65,82 | 46 191 | 65,98 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 24 001 | 175,53 | 1 216 | 175,74 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 462 090 | 1,58 | 23 419 | 1,68 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 201 159 | 9,01 | 10 195 | 9,12 | ||||
2025-07-18 | 13F | Forbes J M & Co Llp | 12 003 | 148,46 | 608 | 149,18 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 73 782 | 38,29 | 3 736 | 38,32 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 38 648 | 1 959 | ||||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 13 161 | 667 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 5 231 134 | 5,65 | 265 114 | 5,75 | ||||
2025-09-03 | 13F | American Trust | 517 357 | 697,49 | 26 220 | 698,39 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 120 198 | −1,79 | 6 092 | −1,69 | ||||
2025-07-31 | 13F | Prentice Wealth Management LLC | 8 541 | 114,98 | 433 | 114,93 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24 647 | −35,96 | 1 249 | −35,88 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 4 670 | 22,09 | 237 | 22,28 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 54 220 | 162,45 | 2 748 | 162,87 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 13 843 | −12,59 | 1 | |||||
2025-07-29 | 13F | Foster & Motley Inc | 32 487 | −35,23 | 2 | −50,00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Operose Advisors LLC | 61 | 0,00 | 3 | 0,00 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 14 209 | −30,53 | 720 | −30,43 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 25 000 | 24 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 60 759 | −4,98 | 3 079 | −4,88 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 164 054 | −21,53 | 8 314 | −21,45 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 85 594 | 7,61 | 4 338 | 7,70 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 127 340 | 31,74 | 6 431 | 31,41 | ||||
2025-07-29 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Orion Capital Management LLC | 6 236 | −59,30 | 316 | −59,23 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 384 083 | −20,31 | 121 | −20,53 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 277 980 | 0,21 | 14 088 | 0,31 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 16 138 | −25,06 | 818 | −25,05 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 8 145 | 22,37 | 413 | 22,62 | ||||
2025-08-05 | 13F | Huntington National Bank | 17 | |||||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 118 612 | 16,40 | 6 011 | 16,51 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 20 244 | 1 026 | ||||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 17 098 | −8,70 | 867 | −8,65 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 36 330 | 1 841 | ||||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 29 491 | −8,01 | 1 495 | −7,95 | ||||
2025-07-07 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Maseco Llp | 45 | 2 | ||||||
2025-07-16 | 13F | Novem Group | 70 832 | 2,45 | 3 590 | 2,54 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 6 670 | 0,00 | 338 | 0,30 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 15 226 | −13,15 | 772 | −13,08 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 644 297 | 0,71 | 32 653 | 0,81 | ||||
2025-08-14 | 13F | Ackerman Asset Management, LLC | 136 400 | 49,12 | 6 913 | 49,26 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 3 962 | −41,43 | 0 | |||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 6 896 | 0,00 | 349 | 0,00 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 155 055 | 1 478,97 | 7 981 | 1 512,12 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 4 115 | 0,00 | 209 | 0,00 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 134 850 | 10,11 | 6 834 | 10,23 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 344 711 | 10,27 | 17 470 | 10,45 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 17 482 | −22,54 | 886 | −22,50 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7 350 | 63,92 | 372 | 63,88 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 23 821 | −0,61 | 1 207 | −0,49 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 5 623 | 74,36 | 285 | 74,23 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 6 480 | 61,27 | 328 | 61,58 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1 257 | 866,92 | 64 | 950,00 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 13 | 0,00 | 1 | |||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 104 738 | 16,64 | 5 308 | 16,76 | ||||
2025-08-13 | 13F | Prossimo Advisors, LLC | 11 248 | 0,00 | 1 | |||||
2025-08-08 | 13F | Compass Financial Services Inc | 457 425 | −15,35 | 23 182 | −15,26 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 74 448 | 16,12 | 3 773 | 16,27 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 742 626 | −2,94 | 37 636 | −2,84 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 9 724 | 1,14 | 493 | 1,23 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 25 706 | 1 303 | ||||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 305 124 | 0,02 | 15 464 | 0,12 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 166 | 8 | ||||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SP Asset Management LLC | 68 182 | −0,26 | 3 455 | −0,17 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 21 649 | −29,27 | 1 096 | −29,26 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 9 663 | −46,72 | 490 | −46,73 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 18 | 0,00 | 1 | |||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 52 700 | 8,21 | 2 671 | 8,32 | ||||
2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 146 138 | 7 402 | ||||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 18 130 | 18,45 | 919 | 18,60 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 19 195 | 973 | ||||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 2 586 | 238,93 | 131 | 244,74 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 20 850 | 1 057 | ||||||
2025-08-08 | 13F | Condor Capital Management | 14 376 | 0,87 | 729 | 0,97 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 15 983 | 0,00 | 810 | 0,12 | ||||
2025-07-28 | 13F | Smart Portfolios, LLC | 20 053 | −2,34 | 1 016 | −2,21 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Prism Advisors, Inc. | 265 484 | −4,05 | 13 455 | −3,95 | ||||
2025-07-30 | 13F | Mills Wealth Advisors LLC | 81 363 | −37,72 | 4 123 | −37,66 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 52 015 | −22,43 | 2 636 | −22,33 | ||||
2025-04-28 | NP | FMCE - FM Compounders Equity ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 147 087 | 5,26 | 7 454 | 5,37 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 91 | −69,26 | 5 | −71,43 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4 250 | −79,02 | 215 | −79,02 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 36 000 | 104,23 | 1 824 | 104,48 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 31 668 | 72,87 | 1 605 | 73,03 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 16 229 | −4,53 | 822 | −4,42 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 94 532 | −0,26 | 4 791 | −0,17 | ||||
2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Crux Wealth Advisors | 9 538 | 1,15 | 483 | 1,26 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 289 604 | 29,71 | 14 677 | 29,85 | ||||
2025-04-29 | 13F | Discipline Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 106 158 | 2,99 | 5 380 | 3,10 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 4 746 | 241 | ||||||
2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 36 139 | −5,17 | 1 832 | −5,08 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 996 | 0,00 | 50 | 0,00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 284 226 | 3,73 | 14 | 7,69 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | West Oak Capital, LLC | 241 592 | 175,01 | 122 | 177,27 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 80 521 | 13,66 | 4 064 | 13,46 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 000 | −88,99 | 253 | −89,00 | ||||
2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 5 486 | 0,00 | 278 | 0,36 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 125 480 | 0,84 | 6 359 | 0,94 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 9 326 265 | 5,69 | 472 655 | 5,80 | ||||
2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 7 684 | −1,81 | 389 | −1,77 | ||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 28 799 | 115,26 | 1 460 | 115,51 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 5 348 | 0,00 | 271 | 0,37 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 18 082 | 6,36 | 916 | 6,51 | ||||
2025-05-15 | 13F | Intrepid Family Office Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 8 104 149 | 8,77 | 410 718 | 8,88 | ||||
2025-07-29 | 13F | Sowa Financial Group, Inc. | 15 473 | 1 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 97 882 | 1,56 | 4 961 | 1,66 | ||||
2025-07-15 | 13F | Perennial Advisors, LLC | 179 543 | −5,92 | 9 099 | −5,83 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 204 904 | 5,85 | 10 385 | 5,95 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 35 966 | −80,02 | 1 823 | −80,00 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 3 012 | −44,09 | 153 | −44,12 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 536 | −78,52 | 838 | −78,50 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 979 | 0,00 | 50 | 0,00 | ||||
2025-08-05 | 13F | Ceera Investments, Llc | 263 496 | 36,97 | 13 354 | 37,09 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 86 348 | 14,63 | 4 376 | 14,77 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 8 498 | −14,30 | 431 | −14,34 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 609 786 | 1,06 | 30 904 | 1,16 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 7 608 | −21,67 | 386 | −21,59 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 98 234 | −63,62 | 4 978 | −63,59 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 5 011 | 0,00 | 254 | 0,00 | ||||
2025-04-21 | 13F | Means Investment Co., Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ehrlich Financial Group | 11 481 | 582 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Hilltop National Bank | 391 | 0,00 | 20 | 0,00 | ||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 148 431 | 1,79 | 7 523 | 1,90 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 52 809 | 4,45 | 2 676 | 4,57 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10 300 | −3,49 | 522 | −3,33 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 13 491 | 4,96 | 684 | 5,08 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 123 787 | 13,23 | 6 274 | 13,33 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 102 147 | −0,16 | 5 177 | −0,06 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 8 685 | 170,31 | 440 | 171,60 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 146 577 | −38,77 | 7 429 | −38,71 | ||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 388 328 | −0,44 | 19 680 | −0,34 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 63 668 | 12,60 | 3 226 | 12,68 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 21 941 | −0,02 | 1 112 | 0,00 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 7 557 | −6,10 | 383 | −6,14 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 9 407 | 0,00 | 477 | 0,00 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 28 076 | −23,76 | 1 423 | −23,71 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 938 | −35,96 | 98 | −35,53 | ||||
2025-08-15 | 13F | Morgan Stanley | 60 510 473 | 9,23 | 3 066 671 | 9,34 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 3 990 344 | 34,66 | 202 169 | 34,75 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 13 344 | −75,74 | 675 | −75,69 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 154 877 | −1,58 | 7 849 | −1,47 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 134 766 | 44,27 | 6 830 | 44,41 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 681 | 0,00 | 35 | 0,00 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 420 353 | 24,68 | 21 303 | 24,80 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 114 426 | −15,81 | 5 799 | −15,72 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 35 000 | 1 774 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 144 823 | 37,16 | 57 997 | 37,27 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 49 842 | 3,53 | 2 526 | 3,65 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 4 721 | 239 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 6 882 | 8,43 | 349 | 8,41 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 602 | 1,52 | 30 | 3,45 | ||||
2025-08-08 | 13F | Royal Harbor Partners, LLC | 12 936 | −86,81 | 656 | −86,80 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 62 599 | 3,62 | 3 173 | 3,73 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 148 580 | 1,25 | 7 530 | 1,36 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 29 358 | −0,53 | 1 486 | 0,00 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 85 | 8 400,00 | 4 | 0,00 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 118 938 | −1,42 | 6 028 | −1,33 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 16 202 | −1,36 | 821 | −1,20 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 122 375 | 0,81 | 6 202 | 0,89 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 1 182 910 | 18,64 | 59 950 | 18,76 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 32 148 | −1,28 | 1 629 | −1,15 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 25 258 | −16,09 | 1 280 | −16,01 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 241 952 | 3,04 | 12 262 | 3,15 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 5 187 | 2,90 | 263 | 2,75 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 55 870 | −5,03 | 2 831 | −4,94 | ||||
2025-07-07 | 13F | New Capital Management LP | 98 293 | 2,34 | 4 982 | 2,45 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 16 149 | −2,42 | 818 | −2,27 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6 853 875 | 22,65 | 346 121 | 22,33 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 961 | −0,52 | 49 | 0,00 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 4 979 | −1,66 | 252 | −1,57 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 27 781 | −6,74 | 1 408 | −6,70 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 59 591 | −2,77 | 3 020 | −2,67 | ||||
2025-07-30 | 13F | Whittier Trust Co | 1 000 | 0,00 | 51 | 0,00 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 242 | 1,26 | 12 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 407 436 | 3,02 | 20 649 | 3,12 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 99 976 | 17,37 | 5 067 | 17,49 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 323 783 | −5,06 | 16 409 | −4,97 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 24 495 | 19,06 | 1 241 | 19,21 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 159 093 | −5,46 | 8 063 | −5,36 | ||||
2025-08-13 | 13F | Mcmorgan & Co Llc | 710 250 | 75,96 | 35 995 | 76,14 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 12 375 | 5,76 | 627 | 5,91 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 4 980 | 0,00 | 252 | 0,00 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 65 794 | −33,26 | 3 334 | −33,20 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 7 454 | −1,97 | 378 | −1,82 | ||||
2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 53 903 | 2,76 | 2 732 | 2,86 | ||||
2025-08-15 | 13F | Keel Point, LLC | 17 002 | 1,43 | 862 | 1,53 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 20 295 | 18,64 | 1 029 | 18,71 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 853 286 | −1,47 | 43 245 | −1,38 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 52 953 | 49,65 | 2 684 | 49,80 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 383 556 | 0,44 | 19 439 | 0,53 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 9 091 | −0,87 | 461 | −0,86 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 26 404 | 33,56 | 1 338 | 33,80 | ||||
2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Paragon Advisors, LLC | 253 330 | 21,99 | 12 839 | 22,12 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 96 603 | −6,25 | 4 896 | −6,17 | ||||
2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 47 009 | 7,44 | 2 | 0,00 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 6 223 | 2,86 | 0 | |||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 6 546 | 0,00 | 332 | 0,00 | ||||
2025-08-12 | 13F | Martin Worley Group | 28 374 | 12,55 | 1 438 | 12,62 |