Grundläggande statistik
| Institutionella ägare | 483 total, 482 long only, 0 short only, 1 long/short - change of 4,09% MRQ |
| Genomsnittlig portföljallokering | 0.6284 % - change of −7,19% MRQ |
| Institutionella aktier (lång) | 17 145 330 (ex 13D/G) - change of 1,47MM shares 9,36% MRQ |
| Institutionellt värde (lång) | $ 3 724 494 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Mega Cap ETF (US:MGC) har 483 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,145,330 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Envestnet Asset Management Inc, Morgan Stanley, Wells Fargo & Company/mn, New York Life Investment Management Llc, Leavell Investment Management, Inc., Wooster Corthell Wealth Management, Inc., UBS Group AG, RiverFront Investment Group, LLC, and LPL Financial LLC .
Vanguard World Fund - Vanguard Mega Cap ETF (ARCA:MGC) 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 8, 2025 is 236,84 / share. Previously, on September 9, 2024, the share price was 196,48 / share. This represents an increase of 20,54% 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
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 922 | 207 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 817 | 0,00 | 184 | 11,59 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 20 | 0,00 | 4 | 0,00 | ||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1 654 | 0,00 | 372 | 11,71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 799 | 4,32 | 1 979 | 16,55 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10 844 | −0,03 | 2 439 | 11,68 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 115 | 0,00 | 26 | 8,70 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 5 | 0,00 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 22 405 | −9,24 | 5 039 | 1,37 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 19 | 4 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 58 | 0,00 | 13 | 18,18 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 2 480 | 4,42 | 558 | 16,53 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 1 620 | 9,83 | 364 | 22,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 12 950 | 2,27 | 2 913 | 14,24 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 150 | 34 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 24 724 | −14,87 | 5 561 | −4,91 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 423 464 | −0,70 | 95 246 | 10,91 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 41 064 | 53,64 | 9 207 | 72,00 | ||||
| 2025-07-31 | 13F | City State Bank | 232 | 0,00 | 52 | 13,04 | ||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 3 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Avant Capital LLC | 1 482 | −0,07 | 333 | 11,74 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 23 992 | 2,39 | 5 396 | 14,37 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 2 100 | 472 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 473 | 1,11 | 1 006 | 13,03 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 11 402 | 1,12 | 2 565 | 12,95 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 9 648 | 24,47 | 2 170 | 39,10 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 488 | 0,00 | 335 | 11,71 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 212 | 0,00 | 48 | 11,90 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 1 300 | 0,00 | 292 | 11,88 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 401 214 | 31,78 | 90 241 | 47,18 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 403 | 3,93 | 316 | 16,24 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 940 | 11 650,00 | 211 | −0,94 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 333 | 110,76 | 75 | 138,71 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 360 | 0,00 | 81 | 11,11 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 549 | 0,00 | 123 | 11,82 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 92 200 | 1 180,56 | 20 738 | 1 331,12 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 2 196 | 494 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 4 581 | −0,50 | 1 030 | 11,11 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 33 880 | −4,13 | 7 620 | 7,10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 14 875 | 58,79 | 3 346 | 77,36 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 011 | 0,00 | 227 | 11,82 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 40 361 | −5,10 | 9 078 | 5,99 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 1 200 | −11,11 | 270 | −0,74 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 277 | 0,00 | 62 | 12,73 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 4 147 | −2,33 | 933 | 9,01 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 19 298 | 46,65 | 4 340 | 63,84 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 1 175 | −17,95 | 264 | −8,33 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8 292 | 0,18 | 1 865 | 11,88 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 28 137 | 63,52 | 6 329 | 82,63 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 413 | 0,00 | 93 | 10,84 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 1 862 | 23,39 | 419 | 37,95 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 18 560 | −1,17 | 4 175 | 10,39 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 2 598 | 0,00 | 584 | 11,66 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 7 981 | −4,93 | 1 799 | 6,45 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 16 737 | 77,77 | 3 765 | 125 366,67 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 199 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 319 | 0,00 | 72 | 10,94 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 163 393 | −0,04 | 36 750 | 11,64 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 6 652 | 0,00 | 1 496 | 11,73 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 118 638 | −2,47 | 26 684 | 8,94 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 68 | 0,00 | 15 | 15,38 | ||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 390 | 0,00 | 88 | 11,54 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 6 456 | −7,37 | 1 452 | 3,49 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 1 147 | −4,18 | 258 | 7,05 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 2 555 | 0,00 | 575 | 11,67 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 22 | 5 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9 053 | 2 036 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 115 | 0,00 | 26 | 8,70 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 764 | 0,00 | 397 | 11,55 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 1 562 | 0,00 | 352 | 12,10 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | 11 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 068 | 0,00 | 465 | 11,78 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 959 | 216 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 28 837 | −1,63 | 6 | 20,00 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 927 | 210 | ||||||
| 2025-08-13 | 13F | Kilter Group LLC | 117 | 26 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 57 750 | 0,00 | 12 989 | 11,69 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 861 | 0,00 | 194 | 12,14 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 66 210 | 2,26 | 14 892 | 14,21 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 5 813 | 211,52 | 1 308 | 256,13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 327 | 74 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 406 | 0,00 | 316 | 11,66 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 93 | 0,00 | 21 | 11,11 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 6 807 | −0,34 | 1 531 | 11,35 | ||||
| 2025-08-13 | 13F | CMC Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 1 105 | −19,34 | 249 | −9,82 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 4 999 | 0,00 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 200 | 0,00 | 45 | 10,00 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 49 095 | 1,04 | 11 042 | 12,85 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 977 | −7,92 | 445 | 2,78 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 195 | 0,00 | 44 | 10,26 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 929 | 2,45 | 1 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 72 287 | −0,39 | 16 259 | 11,25 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 39 739 | −3,94 | 8 938 | 7,29 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 11 933 | 0,69 | 2 684 | 12,49 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 89 460 | 1,21 | 20 121 | 13,04 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 427 145 | −5,11 | 96 040 | 5,91 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 88 291 | 82,37 | 20 | 111,11 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 6 884 | 33,20 | 1 548 | 48,85 | ||||
| 2025-05-01 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 050 | 0,00 | 236 | 11,85 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 66 482 | 8,25 | 14 953 | 20,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4 875 | 0,00 | 1 096 | 11,72 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 966 | −23,40 | 2 | 0,00 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 7 785 | 0,00 | 1 568 | 156 600,00 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 57 573 | 22,91 | 12 989 | 46,08 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 986 | −9,62 | 222 | 0,91 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 26 | −55,17 | 6 | −54,55 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 024 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 37 605 | −3,70 | 8 458 | 7,57 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1 526 | 0,00 | 343 | 11,73 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 11 111 | 187,03 | 2 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 617 | 285,62 | 139 | 331,25 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 197 881 | −1,42 | 44 507 | 10,10 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 4 367 | 12,96 | 984 | 25,67 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 3 947 | 0,00 | 795 | −5,36 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 24 464 | −0,92 | 5 516 | 10,92 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 476 135 | 30 480,28 | 107 092 | 34 114,70 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 350 | −12,72 | 79 | −2,50 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 144 | 257 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 053 | −6,89 | 912 | 4,00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 8 430 | −1,04 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 471 | 781 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 809 | 0,00 | 411 | 17,77 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 13 935 | 0,00 | 3 142 | 11,94 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 2 547 | 0,00 | 573 | 11,72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 875 | −10,37 | 0 | |||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1 336 | 43,97 | 300 | 61,29 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 2 213 | 0,00 | 498 | 11,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 15 588 | −16,52 | 3 506 | −6,76 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 185 | 6,69 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 372 | −17,57 | 1 208 | −7,93 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 27 288 | 27,94 | 6 138 | 42,89 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 210 | 0,00 | 47 | 11,90 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 1 718 | −0,64 | 386 | 10,92 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 70 796 | −4,39 | 15 923 | 6,79 | ||||
| 2025-05-02 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 3 694 | 0,00 | 831 | 11,71 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 1 364 | 12,36 | 307 | 25,82 | ||||
| 2025-08-08 | 13F | Creative Planning | 71 212 | −10,28 | 16 017 | 0,21 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 23 705 | 5,28 | 5 332 | 17,58 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 15 494 | −0,46 | 3 485 | 11,17 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 1 004 | 226 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 47 051 | 2,26 | 10 583 | 14,21 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 2 928 | 0,00 | 659 | 11,71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2 308 | −12,74 | 1 | |||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 21 679 | −33,06 | 4 342 | −38,59 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 226 | 0,00 | 1 175 | 11,69 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17 200 | 80,39 | 3 869 | 101,46 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 1 305 | 293 | ||||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 224 | 17,89 | 50 | 31,58 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 922 | −45,93 | 657 | −39,61 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 10 939 | −1,59 | 2 476 | 8,65 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 977 | 0 | ||||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5 744 | 1,77 | 1 292 | 13,73 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 11 492 | −18,40 | 2 591 | −8,64 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 2 488 | 0,00 | 560 | 11,58 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 77 739 | 622,88 | 17 528 | 709,56 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 614 | −0,09 | 2 612 | 11,62 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 825 | −0,70 | 635 | 10,82 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 97 864 | −0,19 | 22 011 | 11,48 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 6 997 | 9,36 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 614 | 5,70 | 363 | 18,24 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 1 051 | 0,00 | 236 | 11,85 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3 536 | 2,26 | 795 | 14,22 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3 065 | 0,00 | 689 | 11,67 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 113 | −18,61 | 475 | −9,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 333 | −8,45 | 300 | −3,24 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 973 | 219 | ||||||
| 2025-04-21 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 860 | −18,87 | 193 | −9,39 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 6 725 | 0,00 | 1 516 | 11,96 | ||||
| 2025-05-15 | 13F | Lazard Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 25 439 | −1,57 | 5 722 | 9,93 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 426 | −0,21 | 546 | 11,45 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 2 036 | 0,00 | 458 | 11,46 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 2 506 | 0,00 | 565 | 12,10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 1 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 9 442 | −9,21 | 2 124 | 1,38 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 32 | 0,00 | 7 | 16,67 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 2 325 | 0,00 | 523 | 11,54 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1 184 | 4,13 | 266 | 16,67 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 22 280 | 0,00 | 5 011 | 11,70 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 784 | 0,00 | 176 | 12,10 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 6 245 | −34,27 | 1 405 | −26,61 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 2 822 | 0,00 | 635 | 11,62 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35 364 | −3,61 | 7 954 | 7,68 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 1 355 | 0,00 | 305 | 11,76 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 100 | 0,00 | 22 | 10,00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 2 307 | 0,00 | 519 | 11,64 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 165 799 | −4,63 | 37 292 | 6,51 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 106 843 | 1,58 | 24 031 | 13,46 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1 036 | −1,33 | 234 | 10,43 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 280 | 0,00 | 63 | 10,71 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 1 105 | 0,00 | 248 | 11,71 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 4 485 | 0,00 | 1 009 | 11,63 | ||||
| 2025-08-07 | 13F | Nwam Llc | 970 | 224 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 721 | −2,82 | 404 | 14,12 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8 170 | 7,57 | 1 838 | 20,14 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 192 | −3,52 | 43 | 7,50 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 13 877 | −2,58 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 4 791 | 63,46 | 1 078 | 82,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 395 | −51,95 | 89 | −46,67 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 154 351 | −2,57 | 31 083 | −7,74 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 481 051 | 1,43 | 108 198 | 13,29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 22 286 | 3,13 | 5 013 | 15,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 778 | −1,77 | 400 | 9,62 | ||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 3 000 | 0,00 | 675 | 11,59 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 495 | 0,00 | 563 | 11,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23 247 | −5,34 | 5 230 | 5,74 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 427 | 0,00 | 96 | 12,94 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 444 | 19,93 | 325 | 26,56 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 13 402 | 20,37 | 3 021 | 43,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 327 | 5,14 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 105 | 5,54 | 249 | 18,10 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 200 | −8,57 | 720 | 2,13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 327 444 | 1,28 | 73 875 | 16,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 20 917 | −3,35 | 4 705 | 7,94 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 638 | −20,68 | 368 | −11,33 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 565 | −28,23 | 2 151 | −19,41 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 95 | 0,00 | 21 | 10,53 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 295 | 0,00 | 291 | 11,92 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 100 | 0,00 | 22 | 10,00 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 216 068 | 50,71 | 48 597 | 68,33 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5 616 | 0,00 | 1 263 | 11,77 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 4 560 | 0,00 | 1 026 | 11,66 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 12 240 | 0,00 | 2 753 | 11,73 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 19 270 | −5,00 | 4 | 0,00 | ||||
| 2025-04-30 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 774 | 88,04 | 846 | 110,45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 72 709 | 2,82 | 16 354 | 14,83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 30 685 | 10,78 | 6 902 | 23,72 | ||||
| 2025-05-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 23 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 6 114 | 88,01 | 1 376 | 110,24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 435 | 2,95 | 2 127 | 15,28 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19 377 | 4 358 | ||||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 2 784 | −3,30 | 626 | 8,12 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 497 | 0,43 | 787 | 12,13 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 208 041 | −0,79 | 47 180 | 15,84 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 44 497 | −0,13 | 10 008 | 11,55 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 576 611 | 15,35 | 129 691 | 28,84 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 433 | −3,72 | 1 222 | 7,57 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3 545 | −32,71 | 797 | −24,81 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 6 456 | −3,77 | 1 452 | 7,48 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 8 590 | 9,44 | 1 932 | 22,22 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 1 277 | 0,00 | 287 | 15,73 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 1 301 | 0,00 | 293 | 11,88 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 5 113 | 53,82 | 1 150 | 71,90 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 979 | 220 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 2 543 | −31,16 | 572 | −23,15 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 131 962 | −0,21 | 29 681 | 11,46 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 9 135 | −0,20 | 2 055 | 11,45 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 467 196 | 6,13 | 105 082 | 18,53 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 14 345 | 22,06 | 3 226 | 36,35 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 5 275 | −0,17 | 1 186 | 11,47 | ||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 44 118 | −4,14 | 9 923 | 7,07 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2 334 | 94,82 | 525 | 117,84 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 954 | 215 | ||||||
| 2025-08-11 | 13F | Strategic Equity Management | 4 402 | −8,96 | 990 | 1,75 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 6 000 | 0,00 | 1 350 | 11,67 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6 244 | −14,83 | 1 404 | −4,88 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 993 | −63,76 | 223 | −59,53 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 574 | −1,87 | 354 | 9,94 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 300 | −65,79 | 292 | −61,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 12 596 | −1,04 | 2 833 | 10,53 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 88 207 | 19 839 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 31 366 | 99,01 | 7 055 | 122,31 | ||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2 793 | 16,72 | 628 | 30,56 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 933 | −1,05 | 660 | 10,57 | ||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 26 448 | 9,09 | 5 949 | 21,84 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 4 448 | 1,37 | 1 001 | 13,25 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 25 000 | 5 311,26 | 5 623 | 5 946,24 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 58 217 | 43,71 | 13 432 | 63,92 | ||||
| 2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 154 584 | −12,54 | 30 962 | −19,78 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4 327 | −2,28 | 976 | 9,43 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 69 702 | −3,84 | 15 677 | 7,40 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 877 | −96,39 | 5 454 | 11,35 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 130 | 0,00 | 29 | 11,54 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 12 415 | −0,57 | 2 792 | 11,06 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 276 | 287 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1 045 | 14,58 | 235 | 28,42 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 66 438 | 18,53 | 14 943 | 32,39 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 26 724 | 6 011 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 2 928 | 0,31 | 659 | 12,10 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 1 071 | 241 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 27 394 | −1,05 | 6 161 | 10,51 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 9 799 | 841,31 | 2 205 | 954,55 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 2 532 | −45,61 | 576 | −38,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8 296 | 1,38 | 1 866 | 13,24 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 2 046 | −12,94 | 460 | −2,75 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 2 060 | 0,00 | 463 | 11,84 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 16 320 | 1,57 | 3 671 | 13,45 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 2 120 | 0,00 | 477 | 11,74 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 2 804 | 5,65 | 631 | 17,98 | ||||
| 2025-08-08 | 13F | First Western Trust Bank | 958 | 215 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 200 | −2,09 | 495 | 9,29 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 612 | −28,19 | 1 262 | −19,77 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 2 578 | 0,00 | 580 | 11,56 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 73 334 | −1,10 | 16 494 | 10,46 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 25 | 0,00 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 202 | 0,00 | 45 | 12,50 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 71 | −7,79 | 16 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 208 204 | 3,44 | 46 829 | 15,53 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 010 | −8,86 | 1 127 | 1,81 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 25 742 | 2,94 | 5 790 | 14,98 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 027 | −37,83 | 231 | −30,72 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 9 836 | −6,96 | 2 212 | 3,95 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 39 603 | 4,55 | 8 908 | 16,77 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 4 945 | 8,51 | 1 112 | 20,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 88 581 | 10,88 | 20 142 | 25,21 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 21 629 | 72,81 | 4 865 | 93,02 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 28 892 | 0,00 | 6 498 | 11,69 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 12 359 | 24,44 | 2 780 | 38,95 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 75 160 | 7,37 | 16 905 | 19,92 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2 285 | −0,13 | 517 | 12,17 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 4 723 | 0,00 | 1 062 | 11,67 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 2 817 | 0,00 | 634 | 11,64 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 59 049 | −30,29 | 13 281 | −26,27 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 494 163 | 2,74 | 111 419 | 15,04 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 028 | 231 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 2 327 | 0,00 | 536 | 14,32 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 863 882 | 65,37 | 194 304 | 84,70 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 37 | 0,00 | 8 | 14,29 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 35 226 | 18,50 | 7 923 | 32,36 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 587 587 | −1,20 | 132 160 | 10,35 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 631 | −5,01 | 367 | 6,09 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 25 717 | −1,55 | 5 784 | 9,96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 616 | −62,64 | 363 | −58,28 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 423 | 0,00 | 1 895 | 11,67 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 69 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 351 | 0,00 | 529 | 11,63 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23 022 | −1,87 | 5 178 | 9,61 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3 525 | 0,00 | 793 | 11,71 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 2 200 | −43,59 | 495 | −37,07 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 15 521 | 1,44 | 3 491 | 13,27 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 92 218 | −5,97 | 20 742 | 5,02 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 10 197 | 0,59 | 2 294 | 12,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 855 | 22,13 | 10 089 | 36,40 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 351 | −26,07 | 473 | −30,03 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 133 | 14,47 | 705 | 27,31 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 4 200 | 0,00 | 945 | 11,72 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 9 294 | −0,34 | 2 090 | 11,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 194 427 | 0,07 | 44 | 10,26 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 374 | 0,00 | 84 | 12,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 800 | 0,00 | 405 | 11,60 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 1 037 | 1,27 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 15 047 | 4,77 | 3 384 | 17,01 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 1 771 | −1,34 | 398 | 10,25 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 13 092 | 8,91 | 2 952 | 21,94 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 20 422 | −3,57 | 4 593 | 7,69 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 977 | 0 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 845 | 0,00 | 641 | 12,06 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 29 076 | −0,81 | 6 540 | 10,79 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 953 | 214 | ||||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 2 362 | −0,34 | 533 | 11,53 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 070 | 6,47 | 1 140 | 19,00 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 2 040 | −0,05 | 459 | 11,44 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3 273 | 23,28 | 736 | 37,83 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 5 623 | 0,00 | 1 265 | 11,66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2 491 | −5,82 | 573 | 7,71 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10 290 | −27,77 | 2 331 | −18,79 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 626 | 0,00 | 141 | 11,11 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 3 941 | −81,05 | 886 | −40,78 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 3 449 | 721,19 | 776 | 14,81 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 142 | −71,08 | 32 | −67,35 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 122 | 27 | ||||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 43 188 | 27,20 | 9 714 | 42,07 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 309 | 3,00 | 70 | 15,00 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 3 047 | −1,55 | 614 | −6,84 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 176 | 0,00 | 40 | 11,43 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 438 | 9,97 | 548 | 22,87 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 42 664 | 0,76 | 9 596 | 12,54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 16 855 | −0,44 | 3 791 | 11,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 962 | 216 | ||||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 1 256 | 282 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 22 | 0,00 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 282 | 0,00 | 64 | 12,50 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 6 282 | 2,58 | 1 413 | 14,60 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97 988 | −3,13 | 22 049 | 8,17 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 4 025 | 905 | ||||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 979 | 0,00 | 197 | −5,29 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 664 | −6,16 | 599 | 4,90 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 2 668 | 598 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 135 | −10,63 | 1 155 | −0,17 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 643 | −89,81 | 1 494 | −88,62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 385 | −59,56 | 87 | −54,97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 1 170 | −1,52 | 236 | −6,75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 4 097 | 0,99 | 922 | 12,73 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 553 | 15,58 | 1 924 | 29,06 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 1 296 | 0,00 | 292 | 11,49 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 1 273 | 286 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 215 563 | 27,34 | 48 484 | 42,22 | ||||
| 2025-05-06 | 13F | Opes Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 2 142 | 10,70 | 482 | 17,03 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 22 960 | −1,05 | 5 177 | 10,79 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 57 371 | 11 491 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 3 730 | 0,00 | 839 | 11,58 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 203 | 0,00 | 46 | 12,50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 34 506 | 2,20 | 7 761 | 14,15 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 270 624 | −0,85 | 60 869 | 10,75 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 191 | −0,25 | 268 | 11,25 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1 639 | 11,35 | 369 | 24,32 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 4 430 | 0,00 | 996 | 11,66 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 18 484 | −1,26 | 4 158 | 10,29 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 4 302 | 968 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 2 839 | 6,21 | 639 | 18,59 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 498 | 0,00 | 337 | 11,63 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 47 340 | 14,99 | 11 | 25,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 14 225 | 3 199 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 920 | −11,45 | 207 | −0,96 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 1 425 | 0,00 | 321 | 11,89 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 146 234 | −17,18 | 29 289 | −24,04 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 1 400 | −67,93 | 314 | −62,78 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 6 298 | 529,80 | 1 416 | 604,48 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 3 629 | −1,95 | 816 | 9,53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 072 | 139,29 | 241 | 167,78 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 655 | 0,00 | 372 | 11,71 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 1 323 | −90,33 | 298 | −89,22 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 9 964 | −2,48 | 2 241 | 8,95 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 8 591 | 0,00 | 1 932 | 11,74 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 2 479 | 0,00 | 558 | 11,62 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 741 | 0,00 | 167 | 11,41 | ||||
| 2025-03-24 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 101 899 | 48,51 | 22 919 | 65,88 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 145 990 | −5,42 | 32 836 | 5,64 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 50 | 0,00 | 11 | 10,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 300 | 292 | |||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 765 | 0,28 | 403 | 16,47 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 2 291 | 5,43 | 517 | 18,08 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 2 227 | 0,00 | 501 | 11,61 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 800 | 0,00 | 180 | 11,18 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 720 | 0,00 | 162 | 5,23 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 344 | 72,00 | 73 | 82,50 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 1 300 | 292 | |||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 155 119 | −13,39 | 31 069 | −20,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 894 | −94,91 | 201 | −94,32 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 1 022 | 0,00 | 230 | 11,71 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3 038 | −77,31 | 1 | −100,00 | ||||
| 2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 205 | 0,00 | 46 | |||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 1 285 | 13,52 | 289 | 27,31 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 424 | 0,00 | 0 | |||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 986 | −9,62 | 222 | 0,91 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 295 | −41,45 | 741 | −35,28 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4 783 | 1 076 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 901 | 209 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 100 | 0,00 | 22 | 10,00 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 24 868 | 30,06 | 5 593 | 45,27 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 600 | 21,21 | 138 | 39,39 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 1 400 | 1,67 | 315 | 13,36 | ||||
| 2025-08-14 | 13F | UBS Group AG | 477 698 | 10,52 | 107 444 | 23,44 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 6 | 1 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 091 | 0,00 | 245 | 11,87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 85 992 | 12,11 | 19 | 26,67 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 190 959 | 5,80 | 42 951 | 18,17 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 620 | −2,56 | 814 | 8,82 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 13 715 | −1,15 | 3 085 | 10,38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 272 675 | 35,85 | 61 330 | 51,73 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 13 565 | −6,87 | 3 051 | 4,02 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 409 | −93,69 | 1 217 | −92,95 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 167 | 39,18 | 487 | 55,59 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 214 932 | 0,16 | 48 342 | 11,86 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 13 071 | −25,86 | 2 940 | −17,21 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 1 502 | −0,33 | 338 | 11,22 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 94 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | MWA Asset Management | 1 488 | −0,87 | 335 | 10,60 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 1 576 | 0,00 | 354 | 11,67 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 2 125 | 0,00 | 478 | 11,71 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2 349 | 0,00 | 528 | 11,63 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 2 511 | −2,33 | 565 | 9,09 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 3 464 | 93,41 | 779 | 116,39 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 13 023 | 5,71 | 2 929 | 18,06 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 210 | 0,00 | 47 | 11,90 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 791 | 76,28 | 403 | 97,06 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 9 400 | 0,00 | 2 114 | 11,73 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 415 956 | −0,23 | 93 557 | 11,44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 575 618 | −0,29 | 354 388 | 11,36 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13 042 | 0,00 | 2 933 | 11,69 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 18 545 | 7,62 | 4 181 | 20,46 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 10 789 | −23,22 | 2 427 | −14,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 46 875 | −0,94 | 10 543 | 10,64 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 7 695 | 1 731 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 526 | 0,00 | 118 | 12,38 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 623 | 0,00 | 1 265 | 11,66 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 592 740 | 6,09 | 133 319 | 18,49 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 117 | 0,00 | 476 | 11,74 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 2 243 | −2,18 | 504 | 9,33 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 6 590 | 0,00 | 1 482 | 11,68 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 3 195 | 0,00 | 719 | 11,66 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1 344 | −69,00 | 302 | −65,41 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 3 205 | 0,00 | 721 | 11,63 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 50 | 0,00 | 11 | 10,00 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 533 | −98,91 | 120 | −98,79 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 280 | −0,51 | 2 087 | 11,13 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1 806 | 406 |
