Grundläggande statistik
| Institutionella ägare | 1574 total, 1564 long only, 3 short only, 7 long/short - change of 2,73% MRQ |
| Genomsnittlig portföljallokering | 0.6580 % - change of −14,42% MRQ |
| Institutionella aktier (lång) | 335 507 531 (ex 13D/G) - change of −3,90MM shares −1,15% MRQ |
| Institutionellt värde (lång) | $ 31 961 521 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares National Muni Bond ETF (US:MUB) har 1574 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 335,514,572 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Envestnet Asset Management Inc, Betterment LLC, Fmr Llc, Creative Planning, LPL Financial LLC, Wells Fargo & Company/mn, Fisher Asset Management, LLC, Morgan Stanley, and Pnc Financial Services Group, Inc. .
iShares Trust - iShares National Muni Bond ETF (ARCA:MUB) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 16, 2025 is 106,68 / share. Previously, on September 17, 2024, the share price was 108,58 / share. This represents a decline of 1,75% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
Upgrade to unlock premium data.
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 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 1793 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 68 120 | 5,94 | 7 117 | 4,99 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 18 187 | 3,34 | 1 885 | 3,86 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3 972 | 1,48 | 415 | 0,49 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 647 797 | 1,06 | 67 682 | 0,14 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 48 853 | 2,00 | 5 104 | 1,07 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 320 | 33 | ||||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 4 297 | 0,00 | 449 | −1,10 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 20 052 | 0,14 | 2 095 | −0,81 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 3 726 | 105,74 | 389 | 104,74 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 31 296 | 12,19 | 3 250 | 8,23 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2 500 | 0,00 | 261 | −0,76 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 38 689 | −3,55 | 4 042 | −4,42 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 663 | −58,56 | 69 | −58,93 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | Call | 500 000 | 52 240 | |||||
| 2025-08-05 | 13F | Navalign, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 21 135 | 0,59 | 2 208 | −0,32 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 232 | −25,73 | 962 | −25,91 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 622 460 | −4,32 | 65 035 | −5,19 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 1 774 400 | 2 118,00 | 185 389 | 2 097,85 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 306 | −85,12 | 241 | −85,31 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 136 | −26,40 | 223 | −26,89 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 457 | 17,18 | 48 | 14,63 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 2 490 | −1,19 | 260 | −1,89 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 33 926 | −12,18 | 3 545 | −12,99 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 324 | 0 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 57 865 | −0,08 | 6 046 | −1,00 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 9 798 | 83,93 | 1 024 | 82,35 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 12 124 | −12,37 | 1 267 | −13,17 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 2 479 | 259 | ||||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 10 031 | −8,48 | 1 048 | −9,26 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 3 750 | 392 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 89 115 | 235,75 | 9 311 | 229,21 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 28 063 | 2 932 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 11 009 | −3,92 | 1 150 | −4,80 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 122 736 | 48,19 | 12 823 | 46,85 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 344 020 | 16,50 | 35 943 | 15,44 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 40 321 | −4,89 | 4 213 | −5,75 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 184 | −14,71 | 333 | −15,52 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 8 008 | −5,90 | 837 | −6,80 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 6 873 | 718 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 23 769 | −7,67 | 2 483 | −8,51 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 19 474 | −30,15 | 2 035 | −30,79 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 235 | 25 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 18 728 | −3,23 | 1 957 | −4,12 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 170 253 | 22,78 | 17 788 | 21,67 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 9 960 | 1 | ||||||
| 2025-08-04 | 13F | Spinnaker Trust | 16 041 | 0,00 | 1 676 | −0,95 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 29 116 | 16,39 | 3 | 50,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 5 446 | 569 | ||||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 7 326 | −0,46 | 764 | −1,93 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 7 132 | 57,09 | 745 | 55,86 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 3 105 | −75,52 | 324 | −76,02 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 3 552 | 0,68 | 371 | −0,27 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 3 414 | 5,89 | 357 | 5,01 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 15 663 | −19,44 | 1 636 | −20,20 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 23 639 | 6,60 | 2 470 | 7,91 | ||||
| 2025-05-01 | 13F | Auour Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 55 360 | 15,86 | 5 784 | 14,81 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 42 033 | 1 443,63 | 4 392 | 1 429,97 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 9 442 | −35,94 | 986 | −36,55 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 9 324 | −23,09 | 974 | 97 300,00 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 10 000 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 2 041 | −34,35 | 213 | −34,86 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 6 095 | −6,52 | 637 | −7,42 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 3 433 | 359 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 12 318 | 213,12 | 1 287 | 210,87 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 738 | 0,82 | 77 | 0,00 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 36 101 | −16,27 | 3 772 | −17,05 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 24 707 | 0,00 | 2 581 | −0,92 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 36 617 | −5,16 | 3 826 | −6,04 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2 773 | 290 | ||||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 2 739 | 286 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 72 213 | −20,59 | 7 545 | −21,32 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8 262 | 46,15 | 863 | 43,36 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 059 268 | −1,66 | 320 | −2,74 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 17 376 | −20,79 | 1 815 | −21,50 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 71 106 | −5,71 | 7 429 | −6,57 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 6 582 | −16,41 | 688 | −17,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 817 151 | 21,78 | 85 376 | 20,67 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8 278 | 68,18 | 865 | 66,80 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 8 195 | −14,87 | 856 | −15,67 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | 58 415 | −6,41 | 6 103 | −7,25 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 432 884 | −1,44 | 45 228 | −2,33 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 2 823 | 30,15 | 295 | 28,95 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 7 070 | −18,36 | 739 | −19,17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 5 408 | −20,72 | 565 | −21,42 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 388 999 | 72,26 | 40 643 | 70,69 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 97 160 | 3,22 | 10 151 | 2,29 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 55 332 | −59,26 | 5 781 | −59,63 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 5 850 | −0,03 | 611 | −0,81 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 4 455 | −0,89 | 465 | −1,69 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 20 490 | −2,70 | 2 141 | −3,60 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 43 708 | 388,03 | 4 567 | 383,69 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 30 | 3,45 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 145 388 | 95,53 | 15 190 | 93,75 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 232 865 | 25,52 | 24 330 | 23,08 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 175 564 | −17,76 | 18 310 | −16,99 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 909 | 11,18 | 1 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 34 324 | −82,02 | 3 586 | −82,19 | ||||
| 2025-04-04 | 13F | Exeter Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 935 | 202 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 718 | −18,01 | 287 | −18,98 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 17 087 | −91,74 | 1 785 | −91,82 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 10 318 | 1 078 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 7 880 | −29,19 | 823 | −29,84 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2 343 | −2,70 | 245 | −3,56 | ||||
| 2025-07-28 | NP | TWTIX - Intermediate-term Tax-free Bond Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88 600 | −52,80 | 9 201 | −56,51 | ||||
| 2025-08-12 | 13F | Bokf, Na | 760 | −8,54 | 79 | −9,20 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 358 | 0,00 | 37 | 0,00 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5 717 | 91,97 | 597 | 90,13 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 5 912 | 0,00 | 618 | −0,96 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 528 127 | 5,17 | 786 539 | 4,21 | ||||
| 2025-07-30 | NP | OVM - Overlay Shares Municipal Bond ETF | 259 302 | −8,45 | 26 929 | −11,70 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 2 800 000 | 600,00 | 292 544 | 593,63 | |||
| 2025-08-11 | 13F | Citigroup Inc | 1 258 721 | 8,70 | 131 511 | 7,71 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Seascape Capital Management | 5 335 | −72,90 | 1 | −100,00 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 550 | 3 129,17 | 162 | 3 120,00 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 3 563 | −12,76 | 372 | −13,49 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1 954 | 204 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 7 231 | 7,43 | 755 | 6,49 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 12 282 | 9,92 | 1 283 | 6,74 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 838 | −26,70 | 401 | −27,54 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 5 167 | 0,00 | 540 | −0,92 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 4 164 | −36,10 | 435 | −36,68 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 39 969 | 3,35 | 4 176 | 2,40 | ||||
| 2025-04-14 | 13F | Regatta Capital Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Financial Group Corp | 2 355 | 0,00 | 246 | −0,81 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 61 | 45,24 | 6 | 50,00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 37 842 | 0,00 | 3 954 | −0,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 329 | 285,22 | 139 | 283,33 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 9 193 | 16,90 | 960 | 15,80 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 914 | 5,20 | 511 | 4,29 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 4 763 | 498 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 605 | −8,68 | 1 213 | −9,48 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 36 566 | −0,33 | 3 813 | −1,42 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 125 314 | 1,22 | 13 093 | 0,29 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | 1 | 0 | ||||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 6 929 | −1,52 | 724 | −2,43 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 91 002 | −17,95 | 9 508 | −18,69 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 3 294 | 0,00 | 344 | −0,86 | ||||
| 2025-08-01 | 13F | a16z Perennial Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 14 819 | 1 548 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 350 578 | 8,19 | 36 628 | 7,21 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 008 | −47,38 | 210 | −48,01 | ||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Call | 2 800 | 293 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8 816 | −24,49 | 921 | −25,18 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 87 332 | −3,20 | 9 124 | −4,08 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 200 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 13 044 | 1 363 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5 095 | −26,83 | 531 | −27,66 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 16 654 | 71,20 | 1 740 | 69,76 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 13 343 | −15,42 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 11 650 | −0,98 | 1 217 | −1,85 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 870 | 3,08 | 91 | 2,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 574 675 | 6,43 | 1 104 842 | 5,46 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 18 171 | −47,81 | 1 899 | −48,28 | ||||
| 2025-08-22 | NP | FENCX - Fidelity SAI Enhanced Municipal Income Fund | 13 974 | 94,08 | 1 460 | 92,36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Parallax Volatility Advisers, L.P. | Put | 1 200 | 125 | |||||
| 2025-08-11 | 13F | Addison Capital Co | 2 816 | 0,00 | 294 | −0,68 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 2 167 | 0,00 | 226 | −0,88 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 53 914 | −0,39 | 5 633 | −1,30 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 119 485 | 27,82 | 116 281 | 27,66 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 3 269 | −0,40 | 342 | −1,45 | ||||
| 2025-07-18 | 13F | United Bank | 15 259 | 0,00 | 1 594 | −0,87 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 3 550 | 5,97 | 371 | 4,82 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 | 0,00 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 4 756 | −82,25 | 497 | −82,44 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 11 976 | 2,59 | 1 251 | 1,71 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 4 591 | −8,16 | 480 | −9,11 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 39 144 | 28,25 | 4 090 | 27,07 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 7 178 | −20,80 | 750 | −21,57 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 5 407 | 565 | ||||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 38 270 | −51,54 | 3 974 | −53,26 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 24 178 | 137,74 | 2 526 | 135,63 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 54 986 | −14,28 | 5 745 | −15,07 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 3 250 | 44,44 | 340 | 43,04 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 27 877 | −57,35 | 2 913 | −57,74 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 15 808 | 196,20 | 1 652 | 193,77 | ||||
| 2025-08-13 | 13F | ESG Planning | 109 240 | −47,16 | 11 413 | −47,64 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 6 530 | 20,81 | 682 | 19,86 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 17 871 | 3,12 | 1 867 | 2,19 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 215 198 | 7,34 | 22 484 | 6,36 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5 152 | −1,74 | 538 | −2,54 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15 685 | −14,87 | 1 639 | −15,65 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 902 | 20,36 | 408 | 19,35 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 3 107 | −2,14 | 325 | −2,99 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 4 300 | 0,00 | 449 | −0,88 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 2 773 | 41,91 | 290 | 40,29 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 75 914 | 0,43 | 7 931 | −0,49 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14 263 | 0,46 | 1 490 | −0,47 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 22 104 | 2,85 | 2 309 | 1,90 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 26 514 | 33,40 | 2 770 | 32,22 | ||||
| 2025-07-30 | NP | APMU - ActivePassive Intermediate Municipal Bond ETF | 10 035 | −75,06 | 1 042 | −75,94 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 107 866 | −62,23 | 11 270 | −62,58 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 10 365 | 11,15 | 1 083 | 10,07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 7 653 | 0,64 | 800 | −1,36 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 213 027 | 22 257 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 284 243 | −4,16 | 29 698 | −5,03 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 5 201 | −1,79 | 543 | −2,69 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 915 | −17,63 | 305 | −18,50 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 58 057 | 215,27 | 6 066 | 212,47 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 158 373 | 1,48 | 16 547 | 0,55 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 270 715 | 92,77 | 28 284 | 91,02 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 320 647 | −3,18 | 33 501 | −4,06 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 5 785 | −40,76 | 604 | −40,61 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 820 | 295 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 23 021 | −0,35 | 2 405 | −1,23 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 8 241 | 2,14 | 859 | 3,12 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 24 456 | −17,11 | 2 555 | −17,87 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 11 275 | 0,00 | 1 178 | −0,84 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 25 | 3 | ||||||
| 2025-04-21 | 13F | Riverwater Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 645 | 36,68 | 590 | 35,40 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 985 | −3,03 | 3 933 | −3,93 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 571 | 6,53 | 60 | 5,36 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 6 249 | −13,36 | 653 | −14,21 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 215 | 0,00 | 127 | −3,82 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3 196 | −25,80 | 334 | −26,65 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 3 846 | 6,71 | 402 | 5,53 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 208 789 | −12,21 | 21 814 | −13,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 6 644 | −26,25 | 694 | −26,87 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 6 855 | 255,00 | 716 | 252,71 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 9 127 | −3,58 | 954 | −4,51 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 53 703 | −15,82 | 5 611 | −16,59 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 3 032 | 0,00 | 317 | −0,94 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 2 260 | −21,12 | 0 | |||||
| 2025-06-16 | 13F | Lynx Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 69 471 | 1 267,54 | 7 258 | 1 256,64 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 219 648 | 14,55 | 22 949 | 13,51 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 3 522 | −18,09 | 368 | −18,98 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 5 700 | 3,35 | 596 | 2,41 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34 247 | −13,55 | 3 578 | −14,32 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 160 | 0,00 | 17 | 0,00 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 3 695 | −33,57 | 384 | −34,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 782 433 | 22,65 | 81 748 | 21,53 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 49 106 | 60,02 | 5 131 | 58,58 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 2 022 | 211 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 677 | 0,00 | 71 | −1,41 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 409 | −90,57 | 252 | −90,68 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 16 098 | 5,27 | 1 682 | 4,28 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 176 557 | −5,17 | 18 447 | −6,04 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 419 | 44 | ||||||
| 2025-04-10 | 13F | Contravisory Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 8 337 | −6,02 | 871 | −6,84 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 31 304 | −54,73 | 3 271 | −55,14 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 33 | 0,00 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 190 | 0,00 | 124 | −1,59 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 8 146 | −3,96 | 851 | −4,81 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 97 261 | 38,60 | 10 162 | 37,33 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 73 060 | −10,26 | 7 633 | −11,07 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 5 143 | 0,00 | 537 | −0,92 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 11 706 | −1,72 | 1 223 | −2,55 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 314 769 | 0,25 | 32 887 | −0,66 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 100 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 37 262 | 41,21 | 3 893 | 39,94 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 77 500 | 2,26 | 8 097 | 3,25 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 505 849 | 0,89 | 52 852 | −0,03 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 80 683 | 0,73 | 8 430 | −0,19 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 4 692 | −0,28 | 490 | −1,21 | ||||
| 2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 3 707 | −75,96 | 387 | −76,25 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 425 | 0,00 | 44 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 455 925 | −3,75 | 47 635 | −4,63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 85 054 | 8,50 | 8 886 | 7,51 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 10 035 | −19,94 | 1 048 | −20,67 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 196 034 | −16,95 | 20 482 | −17,71 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 11 298 | 7,26 | 1 180 | 4,15 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 7 288 | 79,33 | 755 | 81,93 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 5 375 | −97,90 | 562 | −97,92 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 17 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 33 371 | −1,80 | 3 487 | −2,71 | ||||
| 2025-04-23 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 9 431 | −21,05 | 985 | −21,76 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 19 529 | 27,99 | 2 040 | 26,87 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 2 688 | 283 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16 393 | −4,07 | 1 713 | −4,94 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 82 480 | 2,68 | 8 618 | 1,75 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 383 282 | −23,30 | 40 045 | −24,00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 11 033 | −4,76 | 1 153 | −5,65 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 5 759 | 42,58 | 602 | 41,41 | ||||
| 2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 2 600 | −70,79 | 272 | −71,11 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 163 790 | 6,87 | 17 113 | 5,90 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 3 069 | 0,00 | 321 | −0,93 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 9 952 | 0,00 | 1 040 | −0,95 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 291 447 | 72,25 | 30 523 | 69,33 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 28 786 | 3,23 | 3 008 | 2,28 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11 510 | −23,63 | 1 203 | −24,35 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 25 810 | 68,17 | 2 697 | 66,63 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 21 543 | 17,44 | 2 | 100,00 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 25 924 | −2,06 | 2 709 | −2,94 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 1 | |||||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 68 065 | −3,67 | 7 111 | −4,54 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 3 501 | 366 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4 539 | 21,46 | 474 | 20,30 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 219 | −11,50 | 441 | −12,35 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 4 645 | 0,00 | 485 | −0,82 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 29 166 | −5,15 | 3 047 | −6,01 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 112 038 | 7,08 | 11 706 | 6,10 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 8 329 | −25,20 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 4 908 | 16,50 | 509 | 15,98 | ||||
| 2025-04-28 | 13F | Mountain Capital Investment Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 382 | −11,11 | 1 085 | −11,94 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 31 426 | −3,27 | 3 276 | −4,35 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 9 374 | 0,00 | 979 | −0,91 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 100 168 | 6,84 | 10 466 | 5,87 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 129 459 | −6,27 | 13 491 | −7,09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 655 | 2,71 | 277 | 1,84 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 5 582 | −17,85 | 583 | −18,58 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 10 000 | 1 045 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 121 | −25,61 | 639 | −26,30 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 236 | −50,00 | 25 | −51,02 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 826 | 86 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 239 | 115,29 | 234 | 113,76 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 250 | 0,00 | 26 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 358 342 | 11,68 | 141 919 | 10,66 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3 481 | 364 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 574 | 0,00 | 164 | −0,61 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 47 643 | 9,78 | 4 978 | 8,79 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 095 | −45,55 | 113 | −45,93 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5 529 | 40,19 | 578 | 39,04 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 146 710 | 66,28 | 15 | 66,67 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 47 217 | 12,39 | 4 933 | 11,38 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 6 309 | 25,53 | 659 | 24,57 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 2 008 | −20,60 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 28 951 | −52,03 | 3 013 | −52,65 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 3 137 | −10,68 | 328 | −11,62 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 223 | −2,19 | 23 | −4,17 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 116 166 | 49,14 | 12 137 | 47,78 | ||||
| 2025-05-06 | 13F | Boyd Watterson Asset Management Llc/oh | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 4 872 | 509 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 6 499 | 0,48 | 679 | −0,29 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 54 | −19,40 | 6 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 011 | −38,67 | 837 | −39,29 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 253 | 26 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 3 552 | 0,00 | 371 | −0,80 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 138 891 | −19,21 | 14 511 | −19,94 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 127 881 | 1,06 | 13 361 | 0,13 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 5 696 | −54,39 | 594 | −54,90 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 34 596 | 3,12 | 3 586 | 1,36 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 496 553 | 41,94 | 51 771 | 44,65 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 123 771 | −18,04 | 13 | −20,00 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 16 601 | −32,41 | 1 734 | −33,02 | ||||
| 2025-08-05 | 13F | Allstate Corp | 3 047 649 | 0,98 | 318 418 | 0,06 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 2 381 | 249 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 835 | 296 | ||||||
| 2025-05-01 | 13F | Manuka Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 21 972 | 3,05 | 2 296 | 2,09 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 10 076 | 1 053 | ||||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 128 | −21,91 | 222 | −22,65 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 11 384 | −45,76 | 1 189 | −46,25 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 133 315 | 3,92 | 13 929 | 2,97 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 21 732 | −2,92 | 2 271 | −3,81 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 4 517 | 3,79 | 472 | 2,84 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 6 651 | −74,82 | 695 | −75,07 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 4 735 | 7,69 | 495 | 5,56 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 13 959 | 1 458 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 504 444 | 14,30 | 52 704 | 13,18 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 55 821 | 2,10 | 5 832 | 1,18 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 17 788 | 66,07 | 1 858 | 64,57 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 170 139 | −44,60 | 17 776 | −45,10 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 165 972 | −13,67 | 17 341 | −14,45 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 1 979 | −40,52 | 207 | −41,31 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 3 408 | 4,86 | 356 | 4,09 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 935 | 0,78 | 202 | 0,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8 905 | −9,37 | 1 | −100,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 67 380 | −13,89 | 7 040 | −14,68 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 7 197 | −1,61 | 752 | −2,59 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 71 302 | 10,44 | 7 450 | 9,43 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8 834 | 923 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 61 880 | −3,68 | 6 465 | −4,55 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 55 502 | −1,98 | 5 799 | −2,88 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 6 846 | 13,91 | 715 | 12,95 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 21 536 | −2,82 | 2 250 | −3,68 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 6 283 | −25,36 | 656 | −26,04 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 17 828 | −59,99 | 1 863 | −60,36 | ||||
| 2025-04-24 | 13F | TFC Financial Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 68 369 | −66,78 | 7 143 | −67,08 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 180 272 | 5,60 | 18 801 | 4,61 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 39 643 | 7,68 | 4 142 | 6,70 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 18 758 | −30,90 | 1 960 | −31,55 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 5 000 | 0,00 | 522 | −0,95 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 37 792 | −3,71 | 3 949 | −4,59 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 115 670 | −6,87 | 12 085 | −7,71 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29 222 | −68,11 | 3 053 | −68,40 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 537 214 | 54,61 | 56 128 | 53,20 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 570 300 | 115,86 | 59 585 | 113,89 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 579 | 0,90 | 1 001 | −0,10 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bank OZK | 2 793 | 1,93 | 292 | 1,04 | ||||
| 2025-04-21 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 94 031 | 161,64 | 9 824 | 159,28 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 43 200 | 0,00 | 4 514 | −0,92 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 20 | 2 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 3 264 | 341 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 4 238 | −2,10 | 447 | −3,25 | ||||
| 2025-04-08 | 13F | Investors Research Corp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 3 429 | −14,38 | 358 | −15,17 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 409 | 43 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 14 330 | 2,47 | 1 | 0,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 760 | −3,80 | 80 | −4,76 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 96 642 | 0,63 | 10 097 | −0,28 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 43 199 | 13,26 | 4 513 | 12,24 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 2 953 | 0,00 | 309 | −0,96 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 946 873 | −1,23 | 98 929 | −2,12 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 61 052 | 35,22 | 6 379 | 33,99 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 7 471 | −2,56 | 781 | −3,47 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 112 219 | −5,35 | 11 680 | −6,57 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 2 936 | 307 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 108 451 | 15,68 | 11 331 | 14,62 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 86 245 | 9 011 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 4 259 | −46,46 | 445 | −47,02 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 5 297 | 7,03 | 553 | 6,14 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 845 | −10,24 | 924 | −10,98 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 57 506 | 6 008 | ||||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 173 000 | 18 075 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 11 001 | 173,86 | 1 149 | 171,63 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 8 390 | −0,19 | 877 | −1,13 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 14 104 | 28,43 | 1 474 | 27,31 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 45 356 | 24,40 | 4 739 | 23,26 | ||||
| 2025-05-13 | 13F | LWM Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Stanich Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 2 066 | −85,61 | 216 | −85,79 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 4 566 | 0,00 | 477 | −0,83 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 137 825 | −49,83 | 14 | −50,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12 402 | −23,81 | 1 296 | −24,53 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 123 778 | 12 932 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 5 148 | −30,80 | 538 | −31,51 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 24 608 | −40,71 | 2 571 | −41,23 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 65 075 | −8,17 | 6 799 | −8,99 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | First International Bank & Trust | 20 006 | −26,93 | 2 090 | −27,58 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 4 087 | −29,36 | 427 | −30,00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 22 404 | 2 341 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 13 712 | 239,24 | 1 433 | 236,15 | ||||
| 2025-08-04 | 13F | Balentine LLC | 829 150 | −3,74 | 86 630 | −4,61 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 086 | −3,98 | 531 | −4,84 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 364 637 | 16,32 | 38 097 | 15,26 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 7 136 | 0,00 | 746 | −0,93 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 5 443 | 1,85 | 569 | 0,89 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 12 038 | 18,71 | 1 258 | 17,59 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 62 781 | −3,02 | 6 559 | −3,90 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 32 853 | −31,05 | 3 432 | −31,67 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 41 626 | −46,84 | 4 349 | −47,32 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 22 409 | 2,35 | 2 341 | 1,43 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 243 903 | 182,29 | 25 483 | 179,71 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 38 629 | −8,93 | 4 036 | −9,77 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 200 000 | 20 896 | ||||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 550 | 16,83 | 4 276 | 15,60 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 43 379 | −23,67 | 4 521 | −24,55 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 111 475 | −12,57 | 11 647 | −13,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 21 301 | 30,61 | 2 226 | 29,44 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 185 | 0,00 | 19 | 0,00 | ||||
| 2025-05-14 | 13F | Venture Visionary Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 9 048 | 945 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 95 | −20,17 | 10 | −25,00 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 792 238 | 2,50 | 291 733 | 1,57 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 10 905 | −24,95 | 1 139 | −25,65 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 5 883 | 2,87 | 615 | 1,82 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 25 093 | 0,00 | 2 622 | −0,91 | ||||
| 2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 17 085 | −9,21 | 1 785 | −10,03 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 10 560 | −40,29 | 1 103 | −40,83 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 49 050 | 8,04 | 5 125 | 7,06 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 250 000 | 26 120 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 31 002 | −70,73 | 3 239 | −70,99 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 2 155 | −54,64 | 225 | −55,00 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 134 427 | 3,48 | 14 045 | 2,54 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 5 000 | 0,00 | 522 | −0,95 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 9 727 | 11,86 | 1 016 | 10,92 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 17 746 | 1 854 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 34 034 | 8,03 | 3 556 | 7,05 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 2 937 | 307 | ||||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 144 | 0,00 | 15 | −6,67 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 20 252 | −1,61 | 2 116 | −2,53 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 595 | −10,21 | 271 | −10,86 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 208 214 | 4,38 | 21 754 | 3,43 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 48 694 | −35,79 | 5 088 | −36,37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 2 941 | 9,05 | 307 | 8,10 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 463 776 | −33,31 | 48 455 | −33,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 220 717 | 8,30 | 23 061 | 7,32 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9 580 | 32,45 | 1 001 | 31,23 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 236 356 | −4,42 | 24 694 | −5,29 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 32 117 | −45,60 | 3 356 | −46,10 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 457 | −2,69 | 466 | −3,53 | ||||
| 2025-08-07 | 13F | Nwam Llc | 15 806 | 29,66 | 1 638 | 27,39 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 4 589 | −86,97 | 479 | −87,10 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 957 609 | 7,56 | 205 | 6,81 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 6 159 | −5,55 | 1 | |||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 6 862 | 1,61 | 717 | 0,56 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 176 | −74,23 | 18 | −75,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 56 446 | −27,58 | 6 | −37,50 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 29 859 | 50,32 | 3 120 | 48,95 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 28 070 | 35,04 | 2 933 | 33,82 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 683 | 0,00 | 176 | −1,13 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 079 | −53,57 | 320 | −53,56 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 2 907 | 0,00 | 304 | −0,98 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 229 | −9,49 | 0 | |||||
| 2025-07-29 | 13F | Aspiriant, Llc | 340 459 | 97,44 | 35 571 | 95,65 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 306 696 | 8 381,64 | 32 044 | 8 310,24 | ||||
| 2025-07-24 | 13F | Eastern Bank | 3 713 | 0,00 | 388 | −1,02 | ||||
| 2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | S&t Bank/pa | 401 | 0,00 | 42 | −2,38 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 4 998 | 3,29 | 522 | 2,35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 37 917 | −11,25 | 3 962 | −12,06 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 48 371 | −9,80 | 5 054 | −10,63 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 51 | 27,50 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 68 218 | 11,41 | 7 127 | 10,39 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 8 010 | 10,33 | 837 | 9,28 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 8 200 | 0,00 | 857 | −0,93 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 11 693 | 0,49 | 1 222 | −0,41 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 118 578 | 9,75 | 12 389 | 8,75 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 94 419 | 3,38 | 9 834 | 2,15 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 23 403 | −32,96 | 2 445 | −33,56 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 2 692 | 6,40 | 281 | 5,64 | ||||
| 2025-08-14 | 13F | Sig Brokerage, Lp | Put | 0 | −100,00 | 0 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 14 980 | 1,67 | 1 565 | 0,77 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26 424 | 0,05 | 2 761 | −0,86 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 544 110 | 2,88 | 57 | 1,82 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 5 635 | −28,37 | 589 | −29,07 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 18 120 | −0,79 | 1 893 | −1,66 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 4 690 | −16,93 | 490 | −17,82 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 23 242 | 41,76 | 2 428 | 40,51 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 9 219 | −9,45 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 591 | −37,06 | 62 | −38,38 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 30 029 | 30,07 | 3 137 | 28,88 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 566 331 | −22,02 | 59 714 | −22,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 18 234 426 | 41,05 | 1 905 133 | 39,76 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 20 889 | −2,98 | 2 183 | −3,88 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 7 069 | 735 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 7 872 | 7,34 | 822 | 6,34 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 135 969 | 4,45 | 14 206 | 3,50 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 567 | −0,70 | 477 | −1,45 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 3 875 | −16,76 | 409 | −17,58 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 18 711 | 20,33 | 1 994 | 21,60 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7 595 | −13,64 | 794 | −14,46 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 157 077 | −6,62 | 16 411 | −7,47 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 3 277 | 38,56 | 342 | 37,35 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26 501 | −0,30 | 2 769 | −1,21 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 627 | 49,94 | 379 | 48,24 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 160 061 | −6,74 | 16 723 | −7,59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 143 982 | −19,77 | 16 981 | −10,27 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 33 768 | −2,44 | 3 528 | −3,32 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 729 999 | 8,70 | 180 750 | 7,71 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 579 963 | 0,97 | 60 595 | 0,05 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 572 | 269 | ||||||
| 2025-08-05 | 13F | Connable Office Inc | 16 005 | 208,68 | 1 672 | 206,23 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 589 | −24,12 | 479 | −24,80 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 6 708 | 2,95 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 093 247 | 11 118,54 | 10 | −99,03 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 4 660 | 11,86 | 487 | 10,71 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 10 508 | 60,26 | 1 098 | 58,76 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 71 351 | −1,43 | 7 430 | −0,31 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 75 | 0,00 | 8 | 0,00 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 5 526 | 0,02 | 577 | −0,86 | ||||
| 2025-07-09 | 13F | Exchange Bank | 51 375 | −17,45 | 5 368 | −18,21 | ||||
| 2025-07-23 | 13F | Rye Brook Capital LLC | 4 400 | 0 | ||||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 788 | 0,08 | 396 | −1,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 6 308 | −31,89 | 659 | −32,48 | ||||
| 2025-07-14 | 13F | Northland Capital Management LLC | 3 440 | −2,82 | 359 | −3,75 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 95 558 | 4,15 | 9 984 | 3,19 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 1 967 | −0,10 | 206 | −0,97 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 12 270 | 0,00 | 1 282 | −0,93 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 16 928 | −15,05 | 1 769 | −15,81 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 217 | 648,28 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 112 | 11 100,00 | 12 | |||||
| 2025-07-23 | 13F | Lansing Street Advisors | 15 477 | −40,19 | 1 617 | −40,73 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 459 | −19,03 | 361 | −19,78 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 57 294 | 29,48 | 5 986 | 28,32 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 45 246 | 23,13 | 4 727 | 20,74 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 2 097 | −15,82 | 219 | −16,41 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 25 036 | 2 616 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 51 637 | 2,89 | 5 395 | 1,97 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 2 390 | 0,00 | 250 | −1,19 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 19 333 | 4,77 | 2 020 | 3,80 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 64 515 | −0,51 | 6 741 | −1,42 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 6 028 | 2,87 | 630 | 1,94 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 3 601 | 376 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 6 958 | 727 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20 357 173 | 4,58 | 2 126 917 | 3,62 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 2 980 | −5,64 | 311 | −6,33 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −965 | 18,12 | −101 | 16,28 | |||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 12 925 | −3,18 | 1 350 | −4,05 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 2 892 | 0,80 | 302 | 0,00 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 31 013 | −6,53 | 3 240 | −7,38 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3 211 | 334 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 5 791 | 26,00 | 605 | 25,00 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 55 675 | 373,83 | 5 817 | 369,79 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 44 517 | −1,52 | 4 651 | −2,41 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 23 701 | 75,01 | 2 476 | 73,51 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 2 912 | 20,58 | 302 | 21,86 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 3 947 | −39,19 | 412 | −39,77 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 8 537 | −5,53 | 892 | −6,41 | ||||
| 2025-04-22 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 4 469 | 467 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 76 339 | −12,09 | 7 976 | −12,90 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4 190 | −37,02 | 438 | −37,66 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 6 849 | −3,81 | 714 | −1,92 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 48 064 | −3,27 | 5 022 | −4,14 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 268 | −12,70 | 28 | −15,62 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 258 852 | −3,32 | 27 045 | −4,20 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2 118 | −8,71 | 221 | −9,43 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 112 517 | −0,96 | 11 756 | −1,86 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 5 207 | −9,16 | 544 | −9,93 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 647 233 | −3,54 | 67 623 | −4,42 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 7 221 | 0,00 | 754 | −0,92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 418 829 | −24,40 | 43 759 | −25,08 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 782 299 | 0,94 | 290 695 | 0,02 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 248 854 | 11,60 | 26 000 | 10,58 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 271 345 | 16,85 | 28 350 | 15,79 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 250 171 | −8,10 | 653 018 | −8,94 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 14 842 | 61,15 | 1 551 | 59,63 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 6 357 | 0,00 | 664 | −0,90 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 558 968 | −9,90 | 58 401 | −10,72 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 1 159 | 882,20 | 121 | 908,33 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 10 737 | −10,06 | 1 122 | −10,89 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 4 950 | 0,00 | 517 | −0,77 | ||||
| 2025-05-12 | 13F | Todd Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ascent Group, LLC | 401 160 | −0,48 | 41 913 | −1,38 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 26 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 2 310 | 0,00 | 241 | 0,00 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 745 | −25,77 | 287 | −26,48 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 16 812 | 38,03 | 1 757 | 36,76 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 516 651 | 1,68 | 54 | 0,00 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | SWS Partners | 20 796 | 0,35 | 2 173 | −0,59 | ||||
| 2025-06-03 | 13F | Invst, LLC | 4 890 | −55,81 | 516 | −56,32 | ||||
| 2025-08-14 | 13F | Wit, Llc | 62 022 | −79,33 | 6 480 | −89,22 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 114 387 | −86,33 | 11 951 | −86,46 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 4 980 | 0,00 | 520 | −0,95 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 12 863 | −3,02 | 1 356 | −4,03 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 83 382 | 81,55 | 8 712 | 79,90 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 5 817 | 0,43 | 608 | −0,49 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 51 799 | 2,42 | 5 412 | 1,48 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 309 498 | 13,31 | 32 | 14,29 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 352 070 | 1 115,54 | 36 784 | 1 104,85 | ||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3 567 | −15,71 | 373 | −16,59 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −576 | −8,28 | −60 | −9,09 | |||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 4 877 240 | 12,86 | 509 574 | 11,83 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 46 700 | 244,52 | 4 879 | 241,43 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 6 860 | −7,98 | 716 | −8,80 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 7 434 | −2,79 | 777 | −3,72 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 34 381 | 0,01 | 3 592 | −0,88 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 43 606 | −2,02 | 4 556 | −2,92 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 40 | 0,00 | 42 | 925,00 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 1 165 061 | −8,59 | 121 726 | −9,42 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 12 680 | 0,00 | 1 325 | −0,90 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 41 554 | 4 316 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 58 938 | −23,48 | 6 158 | −24,18 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 61 082 | −10,39 | 6 382 | −11,21 | ||||
| 2025-04-09 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 177 090 | −16,34 | 18 502 | −17,10 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 9 654 | 3,46 | 1 009 | 2,54 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 5 265 134 | 3,76 | 550 099 | 2,82 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 8 572 | −1,91 | 896 | −2,82 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 897 180 | −4,55 | 198 198 | −5,41 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8 891 | −1,40 | 929 | −2,32 | ||||
| 2025-08-13 | 13F | Horiko Capital Management Llc | 86 550 | 0,00 | 9 043 | −0,91 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 5 351 | −28,34 | 559 | −28,97 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 1 044 | −97,20 | 3 595 | −8,41 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 5 137 | −4,68 | 537 | −5,63 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 13 400 | 1 400 | ||||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 4 113 | 8,58 | 430 | 7,52 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 27 405 | −21,35 | 2 863 | −22,05 | ||||
| 2025-05-08 | 13F | Aldebaran Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Brightwater Advisory LLC | 1 023 | 108 | ||||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 457 | −62,40 | 152 | −62,75 | ||||
| 2025-04-21 | 13F | Colony Family Offices, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 12 249 | 49,60 | 1 272 | 47,39 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 30 350 | −22,29 | 3 171 | −23,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 545 255 | −24,94 | 265 928 | −25,62 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 3 235 | −11,71 | 338 | −12,69 | ||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 17 688 | 6,27 | 1 848 | 5,36 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 17 742 | 3,65 | 1 854 | 2,72 | ||||
| 2025-05-07 | 13F | Cosner Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 23 317 | 13,61 | 2 436 | 12,62 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 13 621 | −33,36 | 1 423 | −33,97 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 1 148 | 120 | ||||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 8 304 | 0,54 | 868 | −0,34 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 26 243 | −3,87 | 2 742 | −4,76 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 482 | 0,00 | 50 | 0,00 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 26 746 | 72,27 | 2 794 | 70,68 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 2 206 | 231 | ||||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2 200 | 2,33 | 230 | 1,33 | ||||
| 2025-07-09 | 13F | Emprise Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 16 447 | −0,02 | 1 718 | −0,92 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 30 527 | 326,89 | 3 189 | 322,94 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 261 013 | 8,62 | 27 271 | 7,63 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 3 729 | 69,73 | 390 | 68,40 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 16 995 | −6,21 | 1 776 | −7,07 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 10 088 | 7,32 | 1 054 | 6,26 |
Other Listings
| MX:MUB |
