Grundläggande statistik
| Institutionella ägare | 883 total, 879 long only, 0 short only, 4 long/short - change of 5,23% MRQ |
| Genomsnittlig portföljallokering | 0.8494 % - change of 6,84% MRQ |
| Institutionella aktier (lång) | 42 271 058 (ex 13D/G) - change of 2,04MM shares 5,07% MRQ |
| Institutionellt värde (lång) | $ 15 013 396 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Mega Cap Growth ETF (US:MGK) har 883 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 42,271,058 aktier. Största aktieägare inkluderar Assetmark, Inc, Cassaday & Co Wealth Management LLC, Morgan Stanley, Bank Of America Corp /de/, Captrust Financial Advisors, Howard Capital Management Inc., LPL Financial LLC, UBS Group AG, HCMGX - HCM Tactical Growth Fund Class A Shares, and Ameriprise Financial Inc .
Vanguard World Fund - Vanguard Mega Cap Growth ETF (ARCA:MGK) 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 398,10 / share. Previously, on September 19, 2024, the share price was 320,32 / share. This represents an increase of 24,28% 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.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 73 | 27 | ||||||
| 2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1 019 | 0,00 | 373 | 18,79 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 34 944 | −0,20 | 12 795 | 18,19 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 850 | 0,60 | 2 144 | 19,38 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 4 804 | 1,20 | 1 759 | 19,99 | ||||
| 2025-05-12 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 42 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 826 | 0,00 | 302 | 18,43 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 1 800 | 5,88 | 659 | 24,57 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 642 | 235 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 160 | 0,00 | 59 | 18,37 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 7 297 | 2,49 | 2 672 | 21,51 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 39 | 0,00 | 14 | 16,67 | ||||
| 2025-08-08 | 13F | Creative Planning | 135 655 | −3,08 | 49 673 | 14,89 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 6 052 | 0,02 | 2 216 | 18,57 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 148 | 0,00 | 54 | 20,00 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 713 | 0,00 | 261 | 18,64 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 741 | 7,70 | 3 201 | 27,69 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1 216 | −55,23 | 445 | −46,90 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 595 | 218 | 6,37 | |||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 10 065 | 19,68 | 3 685 | 41,89 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 792 | 14,45 | 290 | 36,15 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 1 049 | 0,10 | 384 | 18,89 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 100 | 0,00 | 37 | 20,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 911 | 11,23 | 1 066 | 31,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15 059 | 7,43 | 5 514 | 27,35 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 4 941 | 0,00 | 1 809 | 18,55 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 279 | 0,00 | 102 | 18,60 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 276 | −7,18 | 834 | 10,04 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 1 288 | 0,00 | 472 | 18,64 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 14 628 | −7,01 | 5 356 | 10,25 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4 507 | 30,64 | 1 650 | 55,37 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 9 109 | −17,35 | 3 336 | −2,03 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 217 435 | 3,36 | 79 618 | 22,53 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 27 925 | 3,17 | 10 225 | 22,31 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 47 588 | −4,68 | 17 425 | 13,00 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 1 151 | 0,00 | 421 | 18,59 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 458 | 6,97 | 534 | 26,90 | ||||
| 2025-05-13 | 13F | MSH Capital Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 10 470 | −8,85 | 3 834 | 8,03 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 699 | −10,38 | 256 | 6,67 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 283 | −30,12 | 104 | −17,60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 337 161 | −3,93 | 123 458 | 12,13 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 400 | 2,96 | 879 | 22,11 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 12 273 | 0,29 | 4 494 | 18,89 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 | 1 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 816 | 0,00 | 299 | 18,25 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 7 333 | 9,40 | 2 265 | −1,95 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 56 059 | 3,18 | 20 527 | 22,32 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 1 085 | 0,00 | 397 | 18,51 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 279 | 248,50 | 468 | 314,16 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 588 | 216 | ||||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 691 | 253 | ||||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 19 | −34,48 | 7 | −25,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 100 | 0,00 | 36 | 20,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5 088 | 1,72 | 1 863 | 20,66 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 218 | 0,00 | 80 | 17,91 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 13 177 | 4 825 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 940 | −8,22 | 1 443 | 8,83 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 12 669 | −6,63 | 4 639 | 10,69 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 518 | 10,96 | 556 | 31,52 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 2 991 | 0,00 | 1 095 | 18,63 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 205 | −3,76 | 75 | 13,64 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 2 380 | −65,27 | 871 | −58,84 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 132 750 | −20,88 | 49 | −5,88 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 630 | 231 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 2 603 | 71,14 | 953 | 103,20 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 633 | −2,81 | 964 | 15,31 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 363 | −6,13 | 520 | 22,70 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 017 | 372 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 1 080 | 0,00 | 334 | −10,00 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 1 679 | 615 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 8 480 | 7,51 | 3 105 | 27,46 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 28 092 | 167,42 | 10 287 | 217,08 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 370 | 0,00 | 135 | 18,42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 781 681 | −2,91 | 286 224 | 14,99 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 2 690 | −3,58 | 985 | 14,29 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 1 390 | 1,46 | 509 | 20,09 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 2 626 | 76,24 | 962 | 108,91 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 799 | 0,00 | 293 | 18,70 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 4 000 | 1 465 | ||||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 6 175 | −1,56 | 2 261 | 16,73 | ||||
| 2025-05-14 | 13F | Custom Index Systems, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 7 | 0 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 41 767 | 19,91 | 15 | 50,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 540 | 0,00 | 198 | 18,67 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 184 | 0,00 | 67 | 19,64 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 663 | 58,08 | 609 | 87,65 | ||||
| 2025-07-24 | 13F | Bey-Douglas LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 43 | 16 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3 614 | −22,18 | 1 323 | −7,74 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 783 | −2,03 | 653 | 16,01 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 143 | 52 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 1 013 | 371 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 2 404 | 56,41 | 880 | 85,65 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 847 | −13,92 | 310 | 2,31 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1 472 | 539 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19 684 | −0,03 | 7 208 | 18,52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 102 429 | −4,53 | 37 506 | 13,18 | ||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 671 | −0,15 | 246 | 18,36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 465 | −0,39 | 3 100 | 18,10 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9 567 | −77,43 | 3 503 | −73,24 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 111 | 0,00 | 41 | 17,65 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 3 803 | 0,00 | 1 393 | 18,57 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 2 012 | 0,00 | 737 | 18,52 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 088 | 398 | ||||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 24 052 | −0,73 | 9 | 14,29 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 937 | −3,30 | 343 | 14,72 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 8 804 | 298,01 | 3 224 | 371,89 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 748 | 4,62 | 274 | 24,09 | ||||
| 2025-07-10 | 13F | Jackson Square Capital, Llc | 1 252 | 0,00 | 458 | 18,65 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 13 143 | −2,21 | 4 813 | 15,92 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 5 576 | −0,71 | 2 044 | 17,68 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 899 | −2,60 | 329 | 15,44 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 263 | 0,00 | 96 | 18,52 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 1 059 | 0,00 | 388 | 18,35 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 9 043 | −0,51 | 3 311 | 17,96 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 687 | −3,10 | 252 | 15,14 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 512 | −2,79 | 2 384 | 15,22 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 721 | 0,00 | 264 | 18,92 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 4 148 | 1 519 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 471 | −5,16 | 539 | 10,02 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 | 0 | ||||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 1 970 | 0,00 | 721 | 18,59 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 185 | 7,42 | 800 | 27,39 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 261 800 | −43,30 | 95 863 | −27,56 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 999 | 732 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 60 | 0,00 | 22 | 16,67 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 10 010 | 63,70 | 3 665 | 94,12 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10 511 | −0,69 | 3 849 | 17,71 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 3 741 | −1,32 | 1 370 | 16,91 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 300 | 0,00 | 110 | 18,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 38 588 | 8,53 | 14 130 | 28,66 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 47 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 45 473 | 0,81 | 16 649 | 19,50 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 60 950 | 20,62 | 22 318 | 43,17 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 861 | −7,14 | 1 048 | 10,09 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 1 284 | 0,00 | 470 | 13,25 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 598 | −0,69 | 1 318 | 17,69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 561 | 49,09 | 572 | 77,09 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 721 | −11,78 | 3 193 | 4,59 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 2 418 | 0,00 | 885 | 18,63 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 160 522 | −5,27 | 58 778 | 12,30 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 137 | 0,00 | 50 | 19,05 | ||||
| 2025-07-11 | 13F | Brendel Financial Advisors LLC | 5 107 | 2 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 905 | −2,48 | 331 | 15,73 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 904 | 7,37 | 3 627 | 27,35 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 2 007 | 3,19 | 735 | 22,33 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 1 789 | 0,00 | 652 | 18,12 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 29 077 | 32,95 | 10 081 | 49,22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 194 | 42,91 | 11 789 | 69,42 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 6 942 | 7,86 | 2 542 | 27,88 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 1 906 | 0,00 | 698 | 13,89 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 842 | −6,63 | 1 323 | 9,98 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 817 | 0,00 | 299 | 18,65 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 214 506 | 6,73 | 78 546 | 26,53 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 195 | −0,35 | 1 902 | 18,14 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 1 187 | 0,00 | 435 | 18,58 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 22 811 | −35,96 | 8 361 | −24,00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 207 | 0,00 | 76 | 19,05 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 548 | 4,78 | 201 | 24,22 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 46 000 | 10,52 | 16 844 | 31,02 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 6 474 | 1,16 | 2 | 100,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 272 925 | 10,44 | 99 937 | 30,92 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 129 | 1,32 | 1 878 | 20,15 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 1 179 | 0,26 | 432 | 18,73 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 254 | 0,00 | 93 | 19,23 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 689 | −6,64 | 212 | −16,60 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 790 | −4,23 | 655 | 13,52 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 514 | 0,00 | 188 | 18,99 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 4 218 | 4,72 | 1 545 | 24,12 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 300 | 0,00 | 110 | 18,48 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 830 | 0,00 | 304 | 18,36 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 116 951 | 0,14 | 42 824 | 18,72 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 964 | −57,23 | 353 | −49,43 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 168 403 | −0,27 | 61 664 | 18,23 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 12 | 0,00 | 4 | 33,33 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2 049 | 750 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 683 | 0,00 | 250 | 18,57 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 1 903 | −4,42 | 697 | 13,52 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 1 237 | 453 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 27 362 | 5,08 | 10 019 | 24,57 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 189 | 2,96 | 5 928 | 9,78 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 267 668 | 12,99 | 101 861 | 33,23 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 045 | 0,00 | 383 | 18,63 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 277 | 17,84 | 1 273 | 44,87 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 123 | −24,15 | 1 510 | −10,13 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 002 | 367 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 868 | −62,89 | 318 | −56,09 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 1 993 | 5,01 | 730 | 24,40 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 655 | −10,27 | 240 | 6,22 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 8 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1 127 | −18,10 | 413 | −2,83 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 12 527 | 10,76 | 4 587 | 31,29 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8 314 | 12,08 | 2 568 | 0,82 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 592 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 1 041 | −2,35 | 381 | 15,81 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 6 830 | 42,17 | 2 501 | 68,64 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 664 | −18,24 | 2 440 | −3,06 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4 454 | −2,79 | 1 631 | 15,27 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 4 202 | 0,00 | 1 539 | 18,58 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 329 | 487 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5 846 | −1,03 | 2 141 | 17,32 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 56 | 0,00 | 21 | 17,65 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 1 845 | 0,00 | 570 | −11,37 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 948 | −17,85 | 347 | −2,53 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 22 269 | −8,13 | 8 110 | 8,45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 11 636 | 26,68 | 4 261 | 50,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 28 863 | 3,76 | 10 569 | 23,01 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 4 253 | −21,56 | 1 557 | −1,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 29 292 | 14,04 | 10 726 | 35,19 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34 707 | 5,91 | 12 709 | 25,56 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 095 | −7,12 | 401 | 9,89 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2 562 | 0,00 | 939 | 18,71 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 15 790 | 0,00 | 6 | 25,00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 3 568 | 7,83 | 1 306 | 27,79 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 2 624 | 0,00 | 961 | 18,52 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 665 | 43,01 | 243 | 69,93 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 918 | 4,56 | 336 | 23,99 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 216 | −7,60 | 445 | 9,61 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 30 | 11 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 9 000 | 0,00 | 3 296 | 14,53 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 3 302 | 8,51 | 1 209 | 28,62 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3 000 | 0,00 | 1 099 | 18,57 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 2 488 | 34,41 | 911 | 59,54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 5 696 | 11,80 | 2 086 | 32,55 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 104 | 2 235 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 092 | 0,00 | 400 | 18,40 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 2 878 | 1 054 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 | 1 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 7 808 | 125,21 | 2 859 | 167,20 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 4 200 | 0,00 | 1 538 | 18,50 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 058 | −10,52 | 7 719 | 6,18 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 11 412 | 142,81 | 4 179 | 188,01 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 9 356 | −0,70 | 3 426 | 17,86 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 858 | −14,37 | 314 | 1,62 | ||||
| 2025-08-27 | NP | HCMGX - HCM Tactical Growth Fund Class A Shares | 935 707 | −18,47 | 342 628 | −3,35 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 1 235 | 0,00 | 452 | 18,64 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 731 | 0,00 | 268 | 18,67 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 870 | −6,05 | 319 | 13,98 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 6 630 | 7,44 | 2 428 | 27,33 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13 079 | 4 789 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 705 | 0,00 | 258 | 18,89 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 171 | 0,00 | 63 | 19,23 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 102 761 | 6,74 | 403 798 | 26,54 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 504 | 1,36 | 4 579 | 20,16 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 167 | 0,00 | 61 | 19,61 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 50 | 0,00 | 18 | 20,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 272 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 94 | 2,17 | 34 | 21,43 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 105 | 32 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 1 786 | 54,90 | 654 | 83,71 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 2 650 | −0,30 | 970 | 18,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6 431 | 0,44 | 2 355 | 19,07 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 708 | 0,00 | 259 | 18,81 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 80 608 | −2,18 | 29 516 | 15,96 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 601 | 220 | ||||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 200 | 0,00 | 73 | 19,67 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 1 488 | −2,55 | 545 | 15,50 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3 566 | 135,54 | 1 306 | 179,44 | ||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 78 247 | −0,07 | 28 652 | 18,47 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 855 | 0,00 | 313 | 18,56 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 451 | −6,69 | 531 | 10,63 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 152 145 | 20 186,00 | 55 710 | 24 016,88 | ||||
| 2025-05-05 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1 545 | 7,29 | 566 | 27,25 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 850 | 0,00 | 677 | 18,56 | ||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 1 625 | 595 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 617 | 5,70 | 3 888 | 25,31 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 2 586 | −3,54 | 947 | 14,25 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 7 665 | 3,81 | 2 807 | 23,34 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 3 420 | −45,92 | 1 253 | −35,89 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 8 806 | −2,40 | 3 224 | 15,72 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 15 283 | 4 994,33 | 5 596 | 5 982,61 | ||||
| 2025-08-13 | 13F | Carroll Investors, Inc | 1 549 | 1,18 | 567 | 20,13 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 910 | 333 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 1 628 | 14,01 | 596 | 35,45 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1 176 | 7,50 | 431 | 27,60 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 3 820 | 1 399 | ||||||
| 2025-07-18 | 13F | Rolek Wealth Management LLC | 2 148 | 11,18 | 786 | 34,82 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 61 | 0,00 | 22 | 22,22 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 039 | 0,00 | 381 | 18,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 31 304 | 4,50 | 11 463 | 23,89 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 26 218 | 354,38 | 9 600 | 438,72 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 792 | 290 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 2 062 | 0,00 | 637 | −10,17 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 20 692 | 7 128 | ||||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 922 | 0,00 | 338 | 18,66 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4 402 | −0,32 | 1 612 | 18,20 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 4 505 | 12,48 | 1 650 | 33,31 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 967 | −4,92 | 354 | 12,74 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 8 447 | 4,05 | 3 093 | 23,37 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 25 104 | 0,00 | 9 202 | 18,66 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 1 042 | −1,51 | 382 | 27,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 112 | −57,25 | 41 | −48,75 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 192 | 3 366 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 12 391 | 1 507,13 | 4 537 | 1 806,30 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 1 269 992 | −21,36 | 465 520 | −6,68 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 61 | −28,24 | 22 | −18,52 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 9 741 | −1,41 | 3 567 | 16,88 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 2 472 | −1,32 | 905 | 17,08 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8 241 | 2,42 | 3 017 | 20,44 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1 242 | −0,16 | 455 | 18,23 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 642 | 16,04 | 601 | 37,53 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 201 | 0,00 | 74 | 17,74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 167 333 | −9,39 | 61 756 | 8,26 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 283 | 0,00 | 104 | 18,39 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 995 | 0,00 | 307 | −9,97 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 636 | 0,43 | 599 | 19,09 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 609 | 223 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 6 382 | 0,00 | 2 337 | 18,52 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 1 170 | −2,90 | 428 | 15,05 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3 548 | −1,06 | 1 302 | 17,52 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 106 000 | −3,76 | 38 814 | 14,09 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 953 | 21,09 | 349 | 43,21 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6 220 | 10,11 | 2 278 | 30,56 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 1 168 | 0,00 | 428 | 18,61 | ||||
| 2025-05-05 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Fortune 45 LLC | 7 288 | 2,09 | 2 669 | 21,00 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 28 | −12,50 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 893 | 327 | ||||||
| 2025-07-10 | 13F | Financial Management Network Inc | 2 263 | 0,62 | 835 | 33,81 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 31 291 | −6,21 | 11 458 | 0,01 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 640 | 0,00 | 234 | 18,78 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 699 131 | −16,81 | 256 001 | −1,38 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 7 | −30,00 | 3 | −33,33 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 657 | 0,00 | 241 | 18,81 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 095 | 1 499 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 7 944 594 | 2,95 | 2 909 072 | 35,46 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 231 | 0,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 185 | 0,00 | 68 | 17,54 | ||||
| 2025-08-18 | 13F | Finward Bancorp | 5 985 | 2,71 | 2 192 | 21,79 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 9 379 | 4,56 | 3 434 | 23,97 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 74 547 | −10,53 | 27 297 | 6,06 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 1 940 | −1,92 | 710 | 16,39 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 40 642 | −35,08 | 14 882 | −23,04 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 2 898 | 0,00 | 1 061 | 6,63 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 10 900 | 3 991 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 006 | −2,29 | 2 199 | 15,86 | ||||
| 2025-05-09 | 13F | MGB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 519 | −14,18 | 556 | 0,91 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 3 200 | 39,25 | 1 172 | 65,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 400 | −33,33 | 146 | −21,08 | |||
| 2025-04-23 | 13F | Southern Capital Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 2 034 | −1,36 | 745 | 16,98 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 85 | 0,00 | 31 | 19,23 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 249 279 | −1,46 | 91 235 | 16,77 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 333 958 | 2,25 | 854 626 | 21,21 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 54 989 | 69,04 | 20 136 | 101,53 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 570 | 0,00 | 575 | 18,60 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33 894 | 2,91 | 12 411 | 21,99 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 56 433 | 0,53 | 20 667 | 19,18 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1 520 | 0,00 | 557 | 18,55 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 93 976 | 18,63 | 34 411 | 40,64 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 121 | 44 | ||||||
| 2025-04-25 | 13F | Red Tortoise LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 2 264 | 6,69 | 862 | 31,45 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 606 | 0,00 | 588 | 18,55 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 404 | 0,14 | 514 | 18,48 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 855 | 0,00 | 313 | 18,56 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 579 | 212 | ||||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 828 | 0,00 | 303 | 18,82 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 619 | 0,12 | 616 | 23,25 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 454 | −2,02 | 532 | 16,16 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 974 | 0,00 | 357 | 18,67 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Welch Group, LLC | 743 | 0,00 | 272 | 18,78 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 650 | 0,00 | 246 | 20,00 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 831 | 670 | ||||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 3 574 | 0,00 | 1 309 | 18,59 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 74 226 | 159,90 | 27 179 | 208,12 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 005 | −0,28 | 2 565 | 18,26 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 223 | −50,00 | 82 | −40,88 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 214 060 | 5,74 | 78 382 | 25,36 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 20 135 | −17,59 | 7 373 | −2,31 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 1 793 | 1 248,12 | 657 | 1 500,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3 764 | 0,00 | 1 380 | 18,67 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 50 | 18 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 357 | −18,31 | 110 | −19,71 | ||||
| 2025-05-28 | NP | MFUL - Mindful Conservative ETF | 126 | −11,89 | 39 | −22,45 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 111 | 0,00 | 773 | 18,59 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 246 | 7,16 | 823 | 27,05 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 2 786 | −6,92 | 1 020 | 10,39 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 1 159 | 0,00 | 425 | 18,77 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1 491 | −0,53 | 1 | |||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 4 582 | 5,62 | 1 678 | 25,24 | ||||
| 2025-08-08 | 13F | Allianz Se | 216 | 0,00 | 79 | 19,70 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4 481 | 7,05 | 1 641 | 26,93 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 035 | 162,01 | 3 675 | 210,57 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 434 | −96,46 | 159 | −95,82 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 753 | 276 | ||||||
| 2025-04-11 | 13F | Towneley Capital Management, Inc / DE | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 2 330 | 66,31 | 720 | 49,79 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 150 800 | 11,07 | 55 218 | 31,68 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1 120 | −46,51 | 410 | −36,53 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 1 034 | 1,67 | 378 | 20,38 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 220 | 0,00 | 81 | 19,40 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 653 | −14,19 | 239 | 1,70 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13 120 | −1,12 | 4 804 | 17,23 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 991 | −3,37 | 1 462 | 14,59 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 1 004 | 368 | ||||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 1 808 | −1,58 | 662 | 16,75 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 981 | 0,00 | 359 | 19,27 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8 690 | 4,52 | 3 | 50,00 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 12 895 | 4 722 | ||||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 140 | 51 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 1 698 | 0,00 | 622 | 18,51 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15 090 | 209,35 | 5 526 | 266,87 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3 482 | 143,84 | 1 275 | 189,12 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 641 | −1,78 | 1 699 | 16,45 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 474 | −7,13 | 906 | 10,10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 1 065 | −5,59 | 390 | 11,78 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 821 | −1,08 | 301 | 17,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 449 938 | 7,65 | 164 754 | 27,62 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 1 885 | −3,38 | 690 | 14,62 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 2 771 | 5,28 | 1 015 | 24,88 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 558 | 205 | ||||||
| 2025-08-27 | NP | XCOR - FundX ETF | 6 958 | −86,79 | 2 548 | −84,34 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 921 | 55,41 | 4 731 | 84,23 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 432 | 0,00 | 891 | 18,51 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4 077 | 33,67 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 23 700 | 132,35 | 8 678 | 175,49 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 3 193 | −70,12 | 1 169 | −64,59 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 57 095 | 49,52 | 20 906 | 77,26 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 50 100 | 57,05 | 18 345 | 86,19 | |||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 6 | 2 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 1 323 | −0,45 | 484 | 18,05 | ||||
| 2025-04-16 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 780 | −8,24 | 286 | 8,78 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 2 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 16 230 | 0,00 | 5 943 | 18,53 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 659 | 0,00 | 241 | 18,72 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 261 800 | 95 863 | ||||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 | 30 762 | 9 502 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 4 000 | 0,00 | 1 465 | 18,54 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 28 398 | −1,76 | 10 399 | 16,47 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 111 983 | −0,18 | 41 | 20,59 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 4 474 | −1,02 | 1 638 | 17,34 | ||||
| 2025-07-22 | NP | DLCFX - Destinations Large Cap Equity Fund Class I | 606 600 | 303,24 | 208 962 | 310,48 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 770 | 648 | ||||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 26 104 | 905,16 | 9 559 | 1 091,77 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 31 | 181,82 | 11 | 266,67 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 1 718 | 0,00 | 629 | 18,68 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 541 | 1 297 | ||||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 1 825 | −9,88 | 668 | 6,88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 83 322 | 9,17 | 30 511 | 29,42 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 43 069 | −1,63 | 15 771 | 16,61 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 1 191 | 14,63 | 436 | 36,25 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 957 | 0,00 | 358 | 21,36 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 6 237 | −0,48 | 2 284 | 17,98 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1 112 | −3,72 | 407 | 14,33 | ||||
| 2025-08-11 | 13F | Mindset Wealth Management, Llc | 1 330 | 0,00 | 487 | 18,78 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 035 | 0,00 | 379 | 18,50 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 75 | 28 | ||||||
| 2025-06-17 | 13F | Ridgepath Capital Management LLC | 2 496 | −12,73 | 771 | −21,59 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 385 | 0,00 | 507 | 18,74 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 852 | 0,01 | 2 875 | 18,61 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 1 526 | 0,00 | 559 | 18,47 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 69 827 | −0,89 | 25 569 | 17,49 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 800 | 0,00 | 293 | 18,22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 954 190 | −1,96 | 715 566 | 16,23 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 885 | 3,23 | 1 | |||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 361 | 673,84 | 2 450 | 868,38 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 2 018 | 7,80 | 739 | 27,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 226 | 2,94 | 449 | 22,07 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 687 | 251 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 1 540 | −4,94 | 564 | 12,60 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 507 | 0,00 | 186 | 18,59 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 4 038 | 0,00 | 1 478 | 18,52 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 1 421 | 0,00 | 520 | 18,72 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 9 927 | 5,00 | 3 635 | 24,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 117 | 12,37 | 775 | 33,39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 21 606 | 82,53 | 7 911 | 116,38 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 762 | 0,00 | 279 | 18,72 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 195 369 | 14,43 | 72 | 36,54 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 6 651 | 1,68 | 2 436 | 20,54 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 9 342 | 30,66 | 2 885 | 17,52 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 192 | −51,76 | 70 | −42,62 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 1 243 | 0,00 | 384 | −10,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 80 507 | −0,53 | 29 479 | 17,92 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 988 | 0,00 | 1 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 983 | 360 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 200 | 0,00 | 73 | 19,67 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 791 | 0,13 | 1 388 | 18,84 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 426 | 11,60 | 2 353 | 32,28 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 19 126 | 7 003 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 003 | 367 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 671 | 0,00 | 612 | 18,41 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Bfsg, Llc | 71 | −17,44 | 26 | −3,85 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 12 130 | −50,85 | 4 442 | −37,21 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 14 121 | 7,81 | 5 171 | 27,81 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 11 614 | −9,44 | 4 252 | 7,37 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 36 736 | 8,11 | 13 452 | 28,17 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 2 621 | −98,17 | 960 | −97,83 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 575 440 | 7,67 | 210 709 | 27,64 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 29 206 | 1,49 | 10 694 | 20,32 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 918 | −81,63 | 336 | −78,22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 884 | 10,92 | 324 | 31,30 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 21 137 | 15,55 | 7 740 | 36,97 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 980 | 3,44 | 1 091 | 22,72 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 146 | 0,00 | 420 | 18,70 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 24 636 | 48,58 | 8 981 | 75,56 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 177 393 | 7,26 | 64 956 | 27,15 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 176 | 64 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 582 | 213 | ||||||
| 2025-07-31 | 13F | City State Bank | 2 096 | 1,70 | 767 | 20,60 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 44 886 | 3,09 | 16 436 | 22,21 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 6 400 | 0,00 | 2 343 | 18,57 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 400 | −15,56 | 4 174 | 0,12 | |||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10 498 | 3 844 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 334 734 | 31,83 | 122 570 | 56,29 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 782 | 653 | ||||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 552 | 0,00 | 568 | 18,58 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 724 | −14,23 | 1 730 | 1,65 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 785 | 0,00 | 287 | 18,60 | ||||
| 2025-08-14 | 13F | Comerica Bank | 384 074 | −2,16 | 140 637 | 15,99 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 1 224 | −2,78 | 448 | 15,46 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 209 | 77 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 266 200 | −10,97 | 97 474 | 5,54 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2 625 | −9,17 | 961 | 7,74 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 19 123 | −0,10 | 7 002 | 18,44 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 745 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 16 377 | 27,10 | 5 997 | 50,69 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 1 498 | 0,00 | 549 | 18,61 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 20 670 | −0,24 | 7 569 | 18,27 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 792 | 0,00 | 290 | 18,85 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 1 826 | 4,34 | 668 | 23,70 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 18 184 | −0,42 | 6 658 | 18,05 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 61 392 | −9,02 | 22 480 | 7,85 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 776 | −35,39 | 284 | −23,24 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 55 558 | −1,87 | 20 365 | 16,45 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 21 366 | −16,72 | 7 823 | 130 283,33 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 9 503 | −9,55 | 3 480 | 7,21 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tsfg, Llc | 5 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1 137 | 0,00 | 434 | 22,60 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 1 010 | 370 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 260 | 0,00 | 461 | 18,51 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 50 | 15 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 1 182 | 45,75 | 437 | 79,84 | ||||
| 2025-08-06 | 13F | Simmons Bank | 1 400 | 0,00 | 513 | 18,52 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 45 | 0,00 | 16 | 23,08 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 11 248 | 25,10 | 4 119 | 48,29 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 1 486 | −4,62 | 544 | 13,10 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 7 352 | −14,88 | 2 692 | 0,90 | ||||
| 2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 347 | −2,09 | 859 | 16,08 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 10 344 | 0,00 | 3 788 | 18,53 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 35 | 0,00 | 13 | 20,00 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 6 557 | 2 402 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 6 018 | −11,23 | 2 206 | 5,25 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 2 307 | 28,31 | 836 | 50,45 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 64 799 | −8,66 | 23 728 | 8,28 | ||||
| 2025-08-27 | NP | HCMEX - HCM Income Plus Fund Class A Shares | 334 258 | −24,99 | 122 395 | −11,08 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75 373 | −0,17 | 27 600 | 18,35 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 737 341 | 6,01 | 1 368 502 | 25,67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 022 | 12,03 | 1 473 | 32,85 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 937 | 1,97 | 3 639 | 36,46 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 45 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 704 | −0,28 | 255 | 17,51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | David Kennon Inc | 592 | 217 | ||||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 1 400 | 513 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 127 143 | 0,01 | 47 | 17,95 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 91 | 0,00 | 33 | 17,86 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 9 310 | 93,56 | 3 409 | 129,56 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 780 | −8,24 | 286 | 8,78 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 47 505 | −1,66 | 17 395 | 16,57 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 248 | 77,78 | 457 | 111,57 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 762 | −2,31 | 279 | 2,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4 009 | −13,39 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 250 | 0,00 | 92 | 18,18 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 300 | 0,00 | 110 | 18,48 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-11 | 13F | Prospect Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 26 | 0,00 | 10 | 12,50 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 587 | 215 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 917 | 5,28 | 336 | 24,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 129 | 32,99 | 47 | 62,07 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 21 601 | −2,86 | 7 920 | 14,60 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 24 681 | 9 035 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 618 | 226 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 1 763 | −5,27 | 646 | 12,37 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 4 384 | −1,90 | 1 605 | 16,30 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 4 997 | 35,68 | 1 848 | 67,45 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 758 | 0,00 | 278 | 18,38 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 217 | −41,98 | 79 | −38,28 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 617 | 226 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 3 930 | 204,89 | 1 439 | 261,31 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 904 | 0,00 | 331 | 18,64 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 2 845 | −63,96 | 1 042 | −57,28 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 1 700 | 0,00 | 622 | 18,48 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 866 | 82,05 | 683 | 116,14 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1 827 | 183,70 | 669 | 237,37 | ||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 3 920 | 0,00 | 1 435 | 18,60 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 10 698 | −20,32 | 3 918 | −5,55 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 709 | −30,42 | 260 | −17,52 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 10 600 | 4,37 | 3 881 | 23,72 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 513 | 188 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 806 | 0,00 | 295 | 18,95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 081 | 49,87 | 1 495 | 77,65 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 800 | −85,06 | 293 | −82,34 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 80 | 0,00 | 29 | 20,83 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 477 | −96,55 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 2 325 | 0,00 | 851 | 18,52 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 975 | 0,00 | 357 | 18,27 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 1 094 | 0,00 | 401 | 18,99 | ||||
| 2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 23 325 | 30,13 | 8 541 | 54,26 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 25 613 | 1,27 | 9 | 28,57 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 895 | 0,00 | 328 | 18,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2 400 | 26,32 | 879 | 49,83 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 31 400 | 100,00 | 11 498 | 137,10 | |||
| 2025-08-14 | 13F | Stifel Financial Corp | 193 418 | −2,47 | 70 830 | 15,62 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 34 876 | −0,77 | 12 771 | 17,63 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 766 | 0,52 | 285 | 14,98 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 35 | −36,36 | 13 | −25,00 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 89 502 | −1,51 | 32 773 | 16,76 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1 025 | 26,39 | 376 | 50,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 548 | 13,40 | 933 | 21,01 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 4 754 | −10,97 | 1 741 | −5,07 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 714 | 0,00 | 262 | 18,64 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 980 | 0,00 | 359 | 18,54 | ||||
| 2025-07-30 | 13F | Alexis Investment Partners, LLC | 23 210 | 306,91 | 8 456 | 380,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 296 | 0,22 | 841 | 18,81 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 3 598 | 0,00 | 1 317 | 18,54 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 014 | 14,06 | 2 935 | 35,21 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 3 867 | −4,71 | 1 418 | 13,09 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3 213 | −0,62 | 1 177 | 17,84 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 5 | 2 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 544 | −31,22 | 565 | −18,47 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 1 600 | −12,66 | 586 | 3,54 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 88 811 | 31,95 | 32 520 | 56,42 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 150 | −6,25 | 55 | 10,20 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 49 833 | 29,38 | 18 247 | 53,39 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 773 | 282 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28 346 | 29,46 | 10 380 | 53,47 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 4 327 | −15,95 | 1 584 | −0,38 | ||||
| 2025-08-04 | 13F | Field & Main Bank | 90 | −18,18 | 33 | −3,03 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 844 | 0,00 | 309 | 18,85 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 745 | −69,63 | 273 | −53,74 | ||||
| 2025-07-18 | 13F | Clarity Financial LLC | 73 621 | 80,15 | 26 958 | 113,57 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 936 | 0,00 | 1 075 | 18,65 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 215 | −6,51 | 5 205 | 10,84 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 651 | 238 | ||||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 868 | 0,00 | 318 | 18,28 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 44 234 | −0,22 | 16 221 | 18,28 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 15 860 | 16,09 | 6 | 25,00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 9 058 | −1,98 | 3 317 | 16,19 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 780 | 286 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 4 177 | 0,00 | 1 529 | 18,53 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 841 | 0,00 | 308 | 18,92 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 835 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 554 | −23,55 | 2 766 | −9,37 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 1 170 | 2,81 | 428 | 21,94 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 23 060 | 49,26 | 8 444 | 76,93 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 19 437 | 0,00 | 7 117 | 18,56 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 174 834 | −1,63 | 64 019 | 16,62 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 318 | 0,00 | 116 | 18,37 | ||||
| 2025-04-16 | 13F | Legacy Trust | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 646 | 0,00 | 237 | 18,59 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 1 170 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 918 | −6,39 | 2 167 | 10,96 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 3 408 | 1 248 | ||||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 1 646 | 0,00 | 603 | 18,50 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 7 017 | −6,89 | 2 670 | 14,70 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 140 | 833,33 | 51 | 1 175,00 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 29 192 | 4 070,29 | 10 689 | 4 848,61 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 32 500 | 0,00 | 12 | 10,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 399 | 146 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 30 675 | −3,87 | 11 232 | 13,96 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 19 978 | 23,09 | 7 315 | 46,10 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 291 | 410,53 | 107 | 523,53 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 548 | 201 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 114 | 0,00 | 42 | 17,14 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 1 473 | 1 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 190 | 1,96 | 802 | 20,81 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 4 619 | 1 691 | ||||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 884 | 0,00 | 324 | 18,32 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 8 | 3 | ||||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 9 897 | −3,77 | 3 624 | 14,11 | ||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 45 999 | 4,77 | 16 844 | 24,20 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 891 | 22,25 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4 884 | −7,57 | 1 788 | 9,56 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 5 837 | −94,02 | 2 137 | −92,91 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1 503 | 16,24 | 550 | 37,84 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 140 | −19,49 | 417 | −4,58 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 6 781 | 13,57 | 2 483 | 34,60 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 624 | 228 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 331 | −5,87 | 1 586 | 11,54 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1 911 | −0,42 | 700 | 18,07 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 442 317 | 4,61 | 161 962 | 24,01 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 814 | 0,00 | 298 | 18,33 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 3 843 | −50,32 | 1 409 | −41,06 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 124 | 463,64 | 45 | 650,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 41 381 | 3,75 | 15 152 | 23,00 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 350 | 0,00 | 128 | 18,69 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 30 599 | −4,36 | 11 204 | 13,38 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1 485 | 17,21 | 544 | 38,87 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 79 | 0,00 | 29 | 16,67 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 7 997 | 0,00 | 2 928 | 18,54 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 878 | 4,52 | 322 | 23,94 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 961 | 0,00 | 1 450 | 18,56 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 169 | 0,09 | 441 | 21,55 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 476 | 5,63 | 907 | 25,31 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 486 | −15,48 | 178 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 5 590 | −37,96 | 2 047 | −26,45 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 547 | 80,53 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5 846 | −7,35 | 2 140 | 9,97 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 868 | 0,00 | 318 | 18,28 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 837 | −12,17 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 524 | 6,72 | 192 | 26,49 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 240 | 1 186 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 95 148 | 1,24 | 34 840 | 20,01 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 913 | 334 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 32 209 | 8,04 | 11 794 | 28,07 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 34 850 | −0,37 | 12 761 | 18,10 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 6 016 | 4,44 | 2 203 | 23,78 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 70 | 0,00 | 25 | 19,05 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 3 368 | 1 233 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 646 | 0,00 | 200 | −9,95 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 200 | 0,00 | 73 | 19,67 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1 284 | 0,31 | 470 | 18,99 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 46 313 | −3,31 | 16 958 | 14,63 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 33 597 | −7,66 | 12 302 | 9,48 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 1 186 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 1 059 | 0,00 | 388 | 18,35 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 542 | 9,49 | 4 226 | 29,79 | ||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13 999 | −4,01 | 5 131 | 2,46 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 31 | 0,00 | 11 | 22,22 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 717 | 0,00 | 263 | 18,55 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 163 531 | 10,01 | 59 980 | 30,63 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Ferguson Shapiro LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Ambassador Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 1 125 | 0,00 | 412 | 18,73 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 59 714 | −2,84 | 21 865 | 15,18 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 56 | 0,00 | 21 | 17,65 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 5 079 | 0,00 | 1 860 | 18,56 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 995 | 0,00 | 364 | 18,57 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 276 075 | 3,53 | 101 090 | 22,74 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 3 485 | 0,00 | 1 276 | 18,49 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 19 477 | −0,06 | 7 132 | 18,47 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 74 678 | 2,91 | 27 345 | 22,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 698 | 0,00 | 988 | 18,49 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 105 294 | 1 557,39 | 38 562 | 1 865,39 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 667 | −28,78 | 1 343 | −15,60 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9 981 | −2,63 | 3 655 | 15,41 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 1 187 | 0,00 | 435 | 18,58 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 042 | −3,41 | 748 | 14,40 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 3 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 1 829 | 0,00 | 670 | 18,62 | ||||
| 2025-08-14 | 13F | Wallace Hart LLC | 556 | 204 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 356 | 76,56 | 2 327 | 109,26 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 18 659 | 36,64 | 6 833 | 61,97 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 33 606 | 11,63 | 12 306 | 32,33 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 3 430 | −35,03 | 1 256 | −23,01 | ||||
| 2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 61 493 | 8,79 | 18 994 | −2,15 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 668 738 | 0,93 | 611 042 | 19,65 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 623 | 8,06 | 594 | 28,29 | ||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 39 687 | 6,38 | 12 259 | −4,32 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 415 | −12,38 | 518 | 4,02 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1 646 | −51,00 | 603 | −41,95 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 54 131 | 0,42 | 19 821 | 19,05 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 459 590 | 59,23 | 168 288 | 88,76 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 778 | 0,00 | 285 | 18,33 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 292 | 14,96 | 461 | 489,74 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 3 148 | −1,87 | 1 153 | 16,36 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 2 974 | 3,44 | 1 089 | 22,64 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 79 178 | 0,01 | 28 993 | 18,55 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 4 198 | −25,22 | 1 537 | −11,36 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 429 | 0,00 | 157 | 18,94 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 797 | 34,10 | 658 | 59,32 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 119 538 | 0,14 | 43 817 | 18,84 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 655 | 240 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 032 | −1,53 | 378 | 16,72 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 8 645 | −6,80 | 3 166 | 10,47 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 672 362 | −3,01 | 246 133 | 14,95 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 830 | −7,26 | 1 424 | 16,93 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 646 | 0,00 | 603 | 18,50 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 597 | −2,21 | 3 880 | 15,92 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 234 590 | −5,72 | 86 | 11,84 | ||||
| 2025-05-13 | 13F/A | Magnolia Capital Advisors Llc | 974 | 334 | ||||||
| 2025-08-14 | 13F | ICONIQ Capital, LLC | 1 443 | 0,00 | 528 | 18,65 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 5 458 | 69,08 | 1 150 | 15,36 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 910 | −1,52 | 333 | 16,84 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 466 | 82,73 | 1 635 | 116,56 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 600 | 220 | ||||||
| 2025-07-24 | 13F | Live Oak Investment Partners | 1 123 | −33,19 | 411 | −20,81 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 7 284 | 92,49 | 2 667 | 128,34 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 962 | 0,00 | 352 | 18,52 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 5 449 | 0,52 | 1 995 | 19,18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 588 | 473,84 | 948 | 581,29 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 536 | 129,29 | 929 | 172,14 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 3 092 | 14,69 | 1 132 | 36,06 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 994 | 0,40 | 364 | 19,02 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 1 595 | −7,54 | 584 | 9,77 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 007 | 0,00 | 369 | 18,33 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 20 821 | 144,26 | 7 624 | 189,67 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 647 | 237 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 82 | 0,00 | 25 | −10,71 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 1 488 | 45,31 | 545 | 72,15 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 1 086 | 0,46 | 398 | 19,22 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 55 | −48,11 | 17 | −55,56 | ||||
| 2025-05-05 | 13F | Darden Wealth Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23 945 | −27,30 | 8 785 | −13,65 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 938 | −24,72 | 344 | −10,68 | ||||
| 2025-08-12 | 13F | Integras Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | FC Advisory LLC | 98 336 | −1,66 | 36 008 | 16,58 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 5 669 | 5,73 | 2 076 | 25,30 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 1 407 | 0,00 | 515 | 18,66 | ||||
| 2025-04-29 | 13F | YANKCOM Partnership | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1 580 | 4,71 | 578 | 24,30 | ||||
| 2025-05-27 | NP | XNAV - FundX Aggressive ETF | 8 411 | 0,00 | 2 598 | −10,08 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 777 | 10,37 | 284 | 30,88 | ||||
| 2025-05-27 | NP | XRLX - FundX Conservative ETF | 11 606 | −4,11 | 3 585 | −13,76 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 35 543 | −0,42 | 13 015 | 18,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 12 233 | −2,09 | 4 656 | 20,63 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 10 091 | 13,88 | 3 695 | 35,01 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 1 450 | 3,57 | 531 | 22,69 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 326 | 2,16 | 0 | |||||
| 2025-04-29 | 13F | Hansen & Associates Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 832 | −16,13 | 305 | −0,65 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 1 440 | −8,63 | 527 | 8,44 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 927 | 0,00 | 339 | 18,53 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 800 | 247 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 26 245 | −2,45 | 9 610 | 15,64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 623 866 | 383,58 | 202 798 | 408,70 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 2 450 | 0,00 | 897 | 18,65 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 8 656 | 15,80 | 3 170 | 37,31 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 19 000 | 18 | ||||||
| 2025-08-14 | 13F | Glenview Trust Co | 1 161 | 0,00 | 425 | 18,72 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 9 304 | −0,25 | 3 407 | 18,22 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 10 722 | −4,38 | 3 926 | 13,34 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 20 259 | 7 418 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 69 251 | 7,42 | 25 357 | 27,35 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 13 150 | 3,75 | 4 815 | 22,99 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1 704 | 25,76 | 624 | 49,04 | ||||
| 2025-08-15 | 13F | Kestra Investment Management, LLC | 154 | 0,00 | 48 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 436 | 0,00 | 1 624 | 18,54 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 2 466 | 0,00 | 903 | 18,66 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 156 954 | 12,90 | 57 471 | 33,84 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 44 207 | −0,28 | 16 187 | 18,22 | ||||
| 2025-09-03 | 13F | American Trust | 113 291 | 41 484 | ||||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 636 | −4,79 | 233 | 12,62 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 1 441 | 7,70 | 528 | 27,60 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 116 | −37,30 | 42 | −26,32 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 745 | 273 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 3 848 | 95,03 | 1 409 | 131,36 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 3 201 | 84,39 | 1 172 | 118,47 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 1 131 | 0,00 | 414 | 18,62 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14 196 | 6,04 | 5 198 | 25,74 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 3 000 | 140,00 | 1 099 | 184,46 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 25 | 0,00 | 9 | 28,57 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 41 688 | 15 265 | ||||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Hoffman, Alan N Investment Management | 3 519 | −2,36 | 1 289 | 15,72 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 57 451 | 0,38 | 21 037 | 19,00 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 43 967 | 0,06 | 16 431 | 21,14 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16 577 | 22,47 | 6 070 | 45,22 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 8 151 | −12,87 | 2 985 | 3,29 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 122 348 | 2,04 | 45 | 18,92 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Heritage Investment Group, Inc. | 1 130 | 0,00 | 414 | 18,34 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 842 | 0,00 | 289 | 11,15 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 11 897 | 3,43 | 4 356 | 22,64 | ||||
| 2025-07-25 | 13F | Natural Investments, Llc | 1 032 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1 060 | 0,00 | 364 | 0,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 1 808 | −1,47 | 662 | 16,96 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 43 | 16 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 593 | 217 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 968 648 | 8,82 | 354 690 | 29,01 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 139 | 85,50 | 433 | 129,10 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 82 | 30 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3 632 | −4,97 | 1 330 | 12,63 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 9 200 | 2,19 | 3 369 | 21,15 | ||||
| 2025-08-14 | 13F | Monetary Management Group Inc | 675 | 0,00 | 247 | 18,75 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 996 | −1,09 | 365 | 17,04 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 47 410 | 0,91 | 17 360 | 19,63 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 1 082 | 0,00 | 396 | 18,56 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 5 360 | 7,98 | 2 034 | 30,55 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 4 881 | −14,74 | 1 787 | 1,07 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 963 | 8,08 | 353 | 28,00 | ||||
| 2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 1 134 | 10,20 | 358 | −0,28 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 861 | 5,90 | 315 | 25,50 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 694 | −49,27 | 3 183 | −41,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 19 589 | 181,05 | 7 173 | 233,16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 343 | 19,10 | 126 | 42,05 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 8 740 | −0,24 | 2 486 | −18,84 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 804 | 0,00 | 294 | 18,55 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 23 713 | −1,05 | 8 683 | 17,31 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 784 | 5,38 | 287 | 25,33 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 3 990 | 1 461 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 685 | 0,00 | 251 | 18,48 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 160 | −3,36 | 791 | 14,49 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 936 | 0,00 | 343 | 18,34 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 895 | 0,05 | 694 | 18,66 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 531 543 | −2,54 | 194 635 | 15,53 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 6 008 | 0,00 | 2 200 | 18,60 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 677 | −0,44 | 248 | 17,62 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 40 | 15 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 357 827 | −0,56 | 131 025 | 17,89 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 990 | 363 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 4 335 | 0,00 | 1 589 | 18,76 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 28 572 | 6,73 | 10 462 | 26,54 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 844 | −15,27 | 10 928 | 0,44 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 719 | −52,13 | 263 | −43,20 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 928 | −0,32 | 340 | 18,12 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | LongView Wealth Management | 4 305 | 2,62 | 1 576 | 21,70 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 452 | −6,22 | 166 | 11,49 | ||||
| 2025-07-24 | 13F | Eastern Bank | 27 | 0,00 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 147 010 | 4,87 | 53 831 | 24,32 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 1 129 | 15,20 | 412 | 36,09 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 1 100 | −69,44 | 401 | −63,87 | |||
| 2025-05-06 | 13F | Fagan Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 771 | 12,57 | 1 385 | 33,85 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 1 572 | −8,50 | 576 | 3,42 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 1 896 | 0,00 | 694 | 18,63 | ||||
| 2025-08-07 | 13F | Commerce Bank | 994 | 0,00 | 364 | 18,24 |
