Grundläggande statistik
Institutionella ägare | 1574 total, 1564 long only, 3 short only, 7 long/short - change of 2,73% MRQ |
Genomsnittlig portföljallokering | 0.6582 % - change of −14,40% 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 18, 2025 is 106,58 / share. Previously, on September 19, 2024, the share price was 108,40 / share. This represents a decline of 1,68% 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.
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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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 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 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 15 004 | 6,47 | 1 582 | 5,40 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 43 | 13,16 | 4 | 0,00 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 700 | 0,33 | 282 | −0,35 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 344 | 18,41 | 140 | 17,65 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 7 900 | 0,00 | 825 | −0,84 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 7 910 | 0,00 | 826 | −0,96 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 575 | −71,59 | 60 | −71,83 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 23 703 | 58,82 | 2 476 | 57,41 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 16 005 | −6,32 | 2 | 0,00 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 618 | 38,89 | 691 | 37,65 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 58 505 | 6 | ||||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 11 171 | −1,64 | 1 | 0,00 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 12 331 | −13,02 | 1 288 | −13,79 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 092 | 36,51 | 1 263 | 35,37 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 149 586 | −8,08 | 15 629 | −8,92 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 568 806 | −1,69 | 59 429 | −2,59 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 17 317 | −5,01 | 1 809 | −5,88 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 113 680 | 20,07 | 11 877 | 18,98 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 2 404 | 13,66 | 251 | 12,56 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 2 050 | 1,43 | 214 | 0,47 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 122 113 | −11,05 | 12 758 | −11,86 | ||||
2025-07-15 | 13F | Maseco Llp | 54 | 6 | ||||||
2025-07-15 | 13F | Verum Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Fairscale Capital, LLC | 1 782 | 185 | ||||||
2025-08-08 | 13F | Smithfield Trust Co | 53 184 | −14,01 | 6 | −16,67 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 7 397 | 0,00 | 773 | −0,90 | ||||
2025-08-12 | 13F | Umpqua Bank | 19 044 | 4,82 | 1 983 | 3,55 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 150 | 16 | ||||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 109 919 | −41,48 | 11 484 | −40,76 | ||||
2025-08-07 | 13F | Cumberland Advisors Inc | 2 890 | −11,49 | 302 | −12,50 | ||||
2025-08-14 | 13F | Glenview Trust Co | 8 145 | −13,32 | 851 | −14,14 | ||||
2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Foster & Motley Inc | 53 939 | −17,26 | 6 | −16,67 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 2 538 | −8,31 | 265 | −8,93 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 398 900 | −30,41 | 41 677 | −31,04 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 21 926 | 10,64 | 2 291 | 9,62 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 9 385 | −46,34 | 1 | −100,00 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 46 | 0,00 | 5 | 0,00 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 7 096 | 88,47 | 741 | 86,65 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 923 726 | 23,54 | 96 438 | 22,32 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 116 535 | 1,07 | 12 176 | 0,15 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 2 224 | 13,88 | 232 | 13,17 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 2 813 | 34,92 | 294 | 33,79 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6 860 | 4,61 | 717 | 3,62 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 25 080 | −32,90 | 2 620 | −33,50 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 501 | −2,91 | 52 | −3,70 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 080 | −0,52 | 322 | −2,43 | ||||
2025-05-15 | 13F | Gallagher Fiduciary Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Friday Financial | 3 301 | −0,57 | 345 | −1,43 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 16 026 | −16,60 | 1 674 | −17,37 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 207 081 | 12,28 | 21 636 | 11,26 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 2 574 | 269 | ||||||
2025-07-31 | 13F | Fedenia Advisers LLC | 63 513 | −7,23 | 6 636 | −8,08 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 74 837 | 18,06 | 7 819 | 15,77 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7 789 | 13,20 | 814 | 12,14 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 6 746 | −2,95 | 705 | −3,83 | ||||
2025-05-15 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 9 923 | −16,43 | 1 037 | −17,25 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 6 699 | −29,76 | 700 | −30,45 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 7 889 | −31,39 | 824 | −32,01 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 11 268 | −53,99 | 1 177 | −54,42 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 4 714 | −1,67 | 493 | −2,57 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 33 100 | −0,53 | 3 458 | −1,43 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 3 621 | 378 | ||||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 50 588 | −25,40 | 5 285 | −26,08 | ||||
2025-08-14 | 13F | Sig Brokerage, Lp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 70 | 0,00 | 7 | 0,00 | ||||
2025-04-16 | 13F | Sowa Financial Group, Inc. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 4 865 | 0,12 | 513 | −0,97 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 11 575 | 0,00 | 1 220 | 0,00 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2 777 | −84,15 | 290 | −84,30 | ||||
2025-07-29 | 13F | Liquid Strategies, LLC | 254 832 | −12,71 | 26 625 | −13,51 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 15 461 | −19,62 | 1 615 | −20,36 | ||||
2025-07-22 | 13F | Net Worth Advisory Group | 5 448 | 64,64 | 569 | 63,51 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 4 880 | 0,81 | 510 | −0,20 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 6 859 | 101,74 | 717 | 100,00 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 4 059 | 0,02 | 424 | −0,70 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3 447 | −8,01 | 360 | −8,63 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 3 133 | 327 | ||||||
2025-07-30 | 13F | Patten Group, Inc. | 24 628 | 3,25 | 2 573 | 2,35 | ||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 3 364 | 351 | ||||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 4 316 | 16,15 | 451 | 15,09 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 9 218 | 963 | ||||||
2025-08-04 | 13F | Ledyard National Bank | 225 984 | −9,75 | 23 611 | −10,57 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 11 157 | −4,46 | 1 | 0,00 | ||||
2025-07-15 | 13F | LeConte Wealth Management, LLC | 7 408 | 153,26 | 774 | 150,97 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 7 872 | 0,00 | 822 | 0,24 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Nuveen, LLC | 173 302 | 1 512,26 | 18 107 | 1 498,06 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 406 057 | 11,66 | 42 425 | 10,64 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 521 | −28,45 | 368 | −29,15 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 38 183 | −19,62 | 3 989 | −20,35 | ||||
2025-08-08 | 13F | Wealth Alliance | 27 575 | 34,98 | 2 881 | 33,75 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 2 176 | 7,40 | 227 | 6,57 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 1 977 | −11,66 | 207 | −12,34 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 23 441 | −6,67 | 2 470 | −6,51 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 5 000 | 0,00 | 522 | −0,95 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 62 422 | −24,51 | 6 522 | −25,20 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 25 352 | 0,46 | 2 649 | −0,49 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 562 126 | −4,22 | 58 731 | −5,09 | ||||
2025-07-11 | 13F | Myecfo, Llc | 13 203 | −10,69 | 1 374 | −11,81 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 6 | −33,33 | ||||||
2025-07-14 | 13F | MY Wealth Management Inc. | 20 670 | 2 160 | ||||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 39 567 | −6,47 | 4 134 | −7,33 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 22 147 | 826,27 | 2 314 | 817,86 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 3 982 | −32,45 | 416 | −33,01 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 762 | 80 | ||||||
2025-07-30 | 13F | Whittier Trust Co | 7 080 | 0,00 | 740 | −0,94 | ||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Aua Capital Management, Llc | 57 207 | 0,00 | 5 977 | −0,91 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 2 560 | 0,00 | 267 | −0,74 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 84 638 | 22,45 | 8 827 | 24,03 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 3 450 | −38,97 | 361 | −39,50 | ||||
2025-07-11 | 13F | LongView Wealth Management | 10 022 | −14,72 | 1 047 | −15,50 | ||||
2025-07-21 | 13F | Hilltop National Bank | 4 028 | −1,71 | 421 | −3,67 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 19 412 | 4,56 | 2 028 | 3,63 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 3 490 | 0,00 | 365 | −0,82 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 8 967 | −0,44 | 937 | −1,37 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 2 324 | −17,73 | 243 | −18,52 | ||||
2025-08-13 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4 960 | 0,00 | 518 | −0,77 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 153 801 | −10,75 | 16 069 | −11,56 | ||||
2025-08-04 | 13F | Investment Management Associates Inc /adv | 33 191 | 0,00 | 3 468 | −0,91 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 436 | −64,50 | 46 | −65,12 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 169 515 | 0,27 | 17 711 | −0,65 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 3 183 | −12,41 | 333 | −13,32 | ||||
2025-07-28 | 13F | DORVAL Corp | 15 498 | 16,06 | 1 619 | 12,67 | ||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 12 910 | −0,20 | 1 349 | −1,10 | ||||
2025-07-18 | 13F | Vicus Capital | 176 343 | −14,76 | 18 424 | −15,53 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 29 168 | 80,98 | 3 047 | 79,34 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 1 740 | 182 | ||||||
2025-07-29 | 13F | Orin Green Financial, LLC | 97 361 | −14,56 | 10 172 | −13,30 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 65 723 | 9,86 | 6 867 | 8,86 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 7 263 295 | −13,38 | 758 869 | −14,16 | ||||
2025-08-15 | 13F | Keel Point, LLC | 7 926 | −5,80 | 828 | −6,65 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 49 501 | 3,05 | 5 172 | 2,11 | ||||
2025-07-07 | 13F | HMS Capital Management, LLC | 9 867 | 5,48 | 1 031 | 6,08 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Clifford Group, LLC | 43 108 | 1,22 | 4 504 | 0,29 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 199 299 | −27,52 | 20 823 | −28,18 | ||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 86 408 | 60,90 | 9 028 | 59,43 | ||||
2025-07-14 | 13F | Farmers Trust Co | 4 532 | 0,00 | 474 | −0,84 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 2 665 | 0,00 | 278 | −0,71 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 2 038 | −43,45 | 213 | −44,21 | ||||
2025-08-12 | 13F | American Century Companies Inc | 88 600 | 9 257 | ||||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 204 718 | 2,46 | 21 389 | 1,53 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 5 122 | 0,23 | 531 | −0,19 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 486 | −57,41 | 0 | |||||
2025-08-01 | 13F | GoalVest Advisory LLC | 1 546 | 162 | ||||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 4 718 | 2,57 | 493 | 1,44 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 45 626 | 0,03 | 4 724 | 0,36 | ||||
2025-08-08 | 13F | Creative Planning | 12 339 988 | −5,95 | 1 289 282 | −6,81 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 212 628 | 7,60 | 22 215 | 6,62 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 24 318 | −8,57 | 2 537 | −10,07 | ||||
2025-08-27 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | −5 500 | −575 | |||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 12 469 | −39,59 | 1 305 | −40,11 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 20 989 | 0,00 | 2 193 | −0,95 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 502 | 0,00 | 52 | 0,00 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 026 | −30,44 | 108 | −31,21 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 2 877 | 301 | ||||||
2025-07-31 | 13F | CVA Family Office, LLC | 22 884 | 62,17 | 2 391 | 60,73 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 670 | 0,00 | 70 | 0,00 | ||||
2025-05-29 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 613 | −37,96 | 65 | −39,05 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 14 978 | −2,92 | 1 565 | −3,81 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 972 | −9,16 | 102 | −9,82 | ||||
2025-08-04 | 13F | Spire Wealth Management | 7 626 | −12,68 | 797 | −13,48 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 9 545 | −57,02 | 997 | −57,41 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 103 570 | 22,33 | 10 821 | 21,22 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 71 | 7 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3 819 | −8,90 | 399 | −9,75 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 16 526 | −2,32 | 1 761 | −4,19 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 195 100 | −93,90 | 20 384 | −93,95 | ||||
2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | RMR Wealth Builders | 171 467 | 5,66 | 17 915 | 4,70 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 9 356 | −16,78 | 978 | −17,55 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 3 501 | −8,80 | 369 | −9,78 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 3 033 | 317 | ||||||
2025-08-06 | 13F | North Capital, Inc. | 7 | −58,82 | 1 | −100,00 | ||||
2025-05-15 | 13F | Rockport Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 2 077 | 0,00 | 217 | −0,46 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 85 060 | 188,26 | 9 | 166,67 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 49 077 | −9,86 | 5 128 | −10,68 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 132 965 | −5,89 | 13 892 | −6,75 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 55 400 | −99,40 | 5 788 | −99,40 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 15 094 | −23,92 | 1 577 | −24,63 | ||||
2025-07-31 | 13F | GenTrust, LLC | 50 629 | −20,20 | 5 290 | −20,93 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 345 800 | 11,69 | 36 129 | 10,68 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 98 993 | 10 343 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 3 | −99,92 | 0 | −100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 28 400 | −48,64 | 2 967 | −49,11 | |||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 180 | 0,00 | 123 | −0,81 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 55 234 | −3,97 | 5 771 | −4,85 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 808 | −8,69 | 189 | −8,29 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 2 390 | 0,00 | 250 | −1,19 | ||||
2025-07-15 | 13F | Postrock Partners Llc | 2 075 | 0,00 | 217 | −0,92 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 1 113 045 | 116 | ||||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 15 229 | 5,62 | 1 591 | 4,67 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 604 | 0,00 | 63 | 0,00 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 33 275 | 3 477 | ||||||
2025-08-11 | 13F | First American Trust, Fsb | 45 484 | 4,07 | 4 752 | 3,13 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 19 | −99,55 | 2 | −99,94 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 4 911 | 0,00 | 513 | −0,77 | ||||
2025-04-10 | 13F | Boltwood Capital Management | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 41 802 | 1,81 | 4 368 | 0,88 | ||||
2025-04-30 | 13F | Leavell Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4 792 | −10,66 | 501 | −11,50 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 69 603 | −1,43 | 7 272 | −2,32 | ||||
2025-05-15 | 13F | Occidental Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 2 700 | 282 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 15 383 | −18,16 | 1 607 | −18,88 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 11 919 | 13,01 | 1 245 | 11,96 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 11 614 | −71,85 | 1 213 | −72,11 | ||||
2025-04-29 | 13F | Hm Payson & Co | 4 312 | 38,03 | 455 | 36,75 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 3 193 | 334 | ||||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 13 778 | 486,05 | 1 440 | 482,59 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | First National Trust Co | 39 569 | −20,70 | 4 134 | −21,42 | ||||
2025-08-08 | 13F | Hudock, Inc. | 97 061 | −0,24 | 10 141 | −1,15 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 25 932 | 2 709 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 761 845 | 3,30 | 79 438 | 2,15 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 9 193 | 5,67 | 961 | 4,69 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 62 915 | 101,09 | 6 573 | 99,30 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 7 413 | −9,15 | 775 | −10,00 | ||||
2025-08-15 | 13F | Hayek Kallen Investment Management | 2 800 | 0 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 25 392 | −0,31 | 2 653 | −1,23 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 11 710 | −3,46 | 1 224 | −4,38 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 900 | 0,00 | 94 | 0,00 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 4 897 | −0,29 | 512 | −1,16 | ||||
2025-08-12 | 13F | Summit Global Investments | 3 642 | −8,58 | 0 | |||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1 677 | 0,00 | 175 | −0,57 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 177 128 | 35,73 | 19 | 38,46 | ||||
2025-05-15 | 13F | First Manhattan Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 354 160 | 11,44 | 37 003 | 10,42 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 2 287 | 239 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 113 | 0,89 | 12 | 0,00 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 41 851 | 13,06 | 4 358 | 13,64 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 19 802 | −30,61 | 2 069 | −31,27 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 34 673 | 9,86 | 3 623 | 8,87 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 2 | 0 | ||||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 5 763 | −5,68 | 602 | −6,52 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 66 450 | −38,91 | 6 943 | −39,47 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 9 796 | 0,00 | 1 023 | −0,87 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 7 823 | 8,01 | 817 | 7,08 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 7 919 | 6,97 | 827 | 6,03 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 16 308 | −41,94 | 1 704 | −42,49 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 3 694 | −35,70 | 386 | −36,36 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 128 528 | 5,58 | 13 | 8,33 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 23 425 | 431,30 | 2 447 | 427,37 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 1 112 | 0,00 | 116 | −0,85 | ||||
2025-05-15 | 13F | LMR Partners LLP | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 14 190 | 131,11 | 1 483 | 130,48 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 91 853 | −11,99 | 9 597 | −12,80 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 3 520 | −0,06 | 368 | −1,08 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 11 884 | 20,61 | 1 242 | 19,56 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 96 | 10 | ||||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 4 842 | 1,59 | 506 | 0,60 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 7 225 | −0,30 | 755 | −1,31 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 12 472 | −20,42 | 1 303 | −21,13 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 6 787 | 96,44 | 709 | 94,78 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 194 552 | −1,09 | 20 327 | −1,99 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 12 101 | 38,63 | 1 261 | 36,96 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 2 299 | −8,00 | 240 | −9,47 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 193 558 | 3,08 | 20 223 | 2,14 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 28 482 | −3,17 | 2 976 | −4,06 | ||||
2025-08-12 | 13F | Ade, Llc | 66 898 | −10,33 | 6 989 | −11,15 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 688 | 0,03 | 385 | −0,77 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 54 428 | 40,48 | 5 687 | 39,19 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2 538 | 265 | ||||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 22 354 | 17,93 | 2 336 | 16,87 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 2 169 | −6,47 | 227 | −7,38 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 128 957 | −0,54 | 13 473 | −1,44 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 72 151 | 3,16 | 7 523 | 5,07 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 1 430 | 149 | ||||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 5 448 | 0,80 | 569 | 0,00 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 2 090 | 0,00 | 218 | −0,91 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 19 740 | 22,76 | 2 | 100,00 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 7 234 | −0,89 | 756 | −0,92 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 397 | 0,00 | 41 | 0,00 | ||||
2025-08-13 | 13F | Garner Asset Management Corp | 2 100 | 219 | ||||||
2025-07-31 | 13F | Wright Fund Managment, LLC | 3 875 | 0,00 | 409 | 0,00 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Power Wealth Management Llc | 23 813 | −2,43 | 2 488 | −3,34 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 53 584 | −11,68 | 5 598 | −12,48 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 26 235 | 83,09 | 2 741 | 81,52 | ||||
2025-08-14 | 13F | Comerica Bank | 381 745 | −1,79 | 39 885 | −2,68 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 116 448 | −16,72 | 12 166 | −17,48 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 23 394 | −85,31 | 2 444 | −85,44 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 2 328 | 0,00 | 243 | −0,82 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 450 | 0,00 | 47 | 0,00 | ||||
2025-07-15 | 13F | Graypoint LLC | 120 823 | −0,78 | 12 624 | −1,68 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 26 487 | 1,27 | 2 767 | 0,36 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 1 542 | 0,00 | 161 | −0,62 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 28 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 8 784 | −1,07 | 918 | −2,03 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 5 518 | 0,00 | 577 | −0,86 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 18 | 0,00 | 2 | 0,00 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 13 830 | 0,00 | 1 445 | −0,96 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 3 044 | 48,92 | 318 | 47,91 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 4 700 | 0,21 | 491 | −0,61 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 5 795 | 1,03 | 605 | 0,17 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 79 885 | 5,32 | 8 346 | 4,36 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 27 208 | 2,24 | 2 843 | 1,28 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 85 325 | 9,66 | 8 915 | 8,65 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 9 953 | 1 040 | ||||||
2025-07-22 | 13F | Romano Brothers And Company | 9 266 | 0,17 | 968 | −0,72 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7 391 953 | −2,58 | 772 311 | −3,47 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 273 566 | 16,27 | 28 582 | 15,22 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 21 514 | −6,81 | 2 248 | −7,68 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 71 792 | −80,47 | 8 | −82,05 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Dividend Asset Capital, Llc | 4 362 | 2,25 | 456 | 1,34 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 185 236 | −10,24 | 19 353 | −11,06 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 6 877 | 0,00 | 719 | −0,97 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 15 758 | 154,70 | 1 644 | 152,77 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 76 960 | −14,94 | 8 041 | −15,71 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 56 | −90,51 | 6 | −91,94 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 15 035 | −39,53 | 1 571 | −40,10 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 347 | 0,87 | 36 | 0,00 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 7 473 | 0,34 | 781 | −0,64 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 64 652 | 42,77 | 6 755 | 41,47 | ||||
2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 3 454 | 361 | ||||||
2025-07-17 | 13F | Greenleaf Trust | 43 466 | −10,68 | 4 541 | −11,48 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 72 532 | −59,10 | 7 578 | −59,47 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 32 | 45,45 | 3 | 50,00 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 3 860 | −70,72 | 403 | −71,01 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 20 486 | 2 140 | ||||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 439 | 46 | ||||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3 353 | 18,23 | 350 | 17,45 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 643 | 0,00 | 67 | 0,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 87 147 | −14,22 | 9 105 | −14,99 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 46 265 | 49,87 | 4 834 | 48,52 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 45 376 | 8,84 | 4 741 | 7,85 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 12 219 | −18,21 | 1 275 | −19,11 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 342 | 27,14 | 36 | 25,00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 228 405 | 27,80 | 232 824 | 26,64 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 8 546 | −7,91 | 893 | −8,79 | ||||
2025-05-06 | 13F | Oakwell Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 17 318 | 1 809 | ||||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 25 489 | 115,17 | 2 663 | 113,21 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 6 527 | 0,17 | 682 | 0,44 | ||||
2025-08-08 | 13F | Renasant Bank | 2 000 | −80,58 | 209 | −80,83 | ||||
2025-08-01 | 13F | Conscious Wealth Investments, Llc | 5 197 | −1,29 | 540 | −1,82 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 10 060 | −69,81 | 1 051 | −70,08 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 4 149 | −1,19 | 433 | −2,04 | ||||
2025-08-15 | 13F | Morgan Stanley | 8 494 190 | −4,08 | 887 473 | −4,95 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 7 331 | 10,79 | 766 | 9,76 | ||||
2025-04-18 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 945 | −29,14 | 203 | −29,76 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 156 | −54,52 | 16 | −55,56 | ||||
2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 1 179 | −13,94 | 123 | −14,58 | ||||
2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 2 128 | 0,00 | 222 | −0,89 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 10 553 | 16,03 | 1 103 | 15,03 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 738 | −0,94 | 77 | −1,28 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 20 540 | 2,80 | 2 146 | 1,85 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 5 459 | −46,39 | 570 | −46,88 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 2 924 | −4,32 | 306 | −5,28 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 4 161 | 435 | ||||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 12 704 | −2,50 | 1 327 | −3,35 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 7 028 | 5,24 | 734 | 4,26 | ||||
2025-08-14 | 13F | Harvey Capital Management Inc | 2 510 | 0,00 | 262 | −1,14 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 26 199 | −64,50 | 2 737 | −64,82 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 252 480 | −40,07 | 26 | −40,91 | ||||
2025-05-07 | 13F | Advantage Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 43 042 | −1,13 | 4 497 | −2,03 | ||||
2025-07-29 | 13F | Regions Financial Corp | 206 416 | −6,23 | 21 566 | −7,08 | ||||
2025-05-09 | 13F | Drucker Wealth 3.0, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 49 700 | 377,88 | 5 193 | 373,72 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 7 797 | 0,41 | 815 | −0,49 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 201 406 | −19,50 | 21 043 | −20,24 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 56 403 | −15,15 | 5 893 | −15,94 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 9 848 | −43,36 | 1 029 | −43,92 | ||||
2025-07-10 | 13F | Envision Financial LLC | 7 126 | 25,97 | 745 | 24,83 | ||||
2025-07-29 | NP | DNMZX - PGIM NATIONAL MUNI FUND Class Z | 71 440 | −61,94 | 7 419 | −63,29 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 18 608 | 84,37 | 1 944 | 82,71 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 674 873 | 6,20 | 174 991 | 5,23 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 134 | 0,00 | 14 | 0,00 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 4 985 | 0,00 | 526 | −1,13 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 171 330 | 71,67 | 17 901 | 70,10 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 8 324 | −0,83 | 870 | −1,81 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 2 759 | 0,00 | 288 | −0,69 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 50 636 | 38,43 | 5 290 | 37,19 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 145 181 | −18,01 | 15 168 | −18,75 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 22 000 | 15,39 | 2 299 | 14,33 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 116 509 | −4,38 | 12 173 | −5,25 | ||||
2025-08-05 | 13F | Key FInancial Inc | 234 | −68,12 | 24 | −68,83 | ||||
2025-07-29 | NP | PHIZX - PGIM Muni High Income Fund Class Z | 30 000 | −54,89 | 3 116 | −56,49 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 16 098 | −16,23 | 1 682 | −17,03 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8 085 | −0,36 | 845 | −1,29 | ||||
2025-08-07 | 13F | Midwest Trust Co | 43 624 | 4 558 | ||||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 100 | 0,00 | 10 | 0,00 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 2 085 | −1,18 | 218 | −2,25 | ||||
2025-08-07 | 13F | Marathon Trading Investment Management LLC | 2 800 | 293 | ||||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 193 615 | 34,43 | 20 229 | 33,21 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 51 310 | −20,35 | 5 361 | −21,08 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 4 313 | 0,00 | 451 | −0,88 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 936 | 0,00 | 98 | −1,02 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 9 156 | −2,70 | 1 | |||||
2025-08-14 | 13F | Bbr Partners, Llc | 2 870 | 0,00 | 300 | −0,99 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 18 013 | 1,99 | 1 882 | 1,02 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Smart Money Group LLC | 25 915 | 904,85 | 2 708 | 898,89 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 884 | 0,45 | 92 | 0,00 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 68 640 | 1,95 | 7 172 | 1,03 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 9 033 | −26,69 | 944 | −27,41 | ||||
2025-08-08 | 13F | Advisory Resource Group | 2 544 | −89,71 | 266 | −89,84 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 4 487 | −40,77 | 0 | |||||
2025-08-15 | 13F | Lgl Partners, Llc | 2 044 | −23,90 | 213 | −25,09 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 40 579 | −40,28 | 4 240 | −40,83 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 8 876 | −1,44 | 927 | −2,32 | ||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 523 501 | 9,96 | 263 656 | 8,96 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4 060 | −20,17 | 424 | −20,90 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 3 433 | −42,17 | 359 | −42,72 | ||||
2025-04-10 | 13F | St. Clair Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 18 262 | 443,84 | 1 908 | 438,98 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 168 | 179,16 | 2 734 | 176,72 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 186 769 | 33,94 | 19 514 | 32,72 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 48 008 | −15,93 | 5 016 | −16,71 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 170 069 | −6,05 | 17 769 | −6,91 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 5 115 | 0,00 | 534 | −0,93 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 6 038 | 0,13 | 631 | −0,79 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 219 | 23 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 110 289 | −4,72 | 11 523 | −5,59 | ||||
2025-05-28 | NP | BLACKROCK MUNICIPAL BOND FUND, INC. - BlackRock National Municipal Fund Investor A This fund is a listed as child fund of BlackRock, 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 | 232 005 | −81,44 | 24 463 | −81,95 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 324 | 14,08 | 34 | 13,79 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 12 257 | −11,90 | 1 281 | −12,69 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 163 | 17 | ||||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 56 620 | 13,49 | 5 916 | 12,45 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 3 442 | −58,92 | 360 | −59,34 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 10 925 | −17,40 | 1 141 | −18,15 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 511 | −33,30 | 367 | −34,53 | ||||
2025-08-14 | 13F | Soros Fund Management Llc | 241 400 | 0,00 | 25 221 | −0,91 | ||||
2025-05-14 | 13F | Barnes Wealth Management Group, Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 104 756 | 142,92 | 10 945 | 140,74 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 3 965 | 0,43 | 414 | −0,48 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 12 551 | 0,00 | 1 311 | −0,91 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 16 766 | 7,44 | 1 752 | 6,44 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 110 860 | −0,09 | 11 583 | −1,01 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 9 635 | 1 016 | ||||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | 25 Llc | 102 648 | 3,68 | 10 725 | 2,73 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 393 | 12,93 | 41 | 13,89 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 3 592 | 375 | ||||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3 052 | 0,79 | 319 | −0,31 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 248 997 | 25,35 | 26 005 | 24,22 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 8 508 | 889 | ||||||
2025-07-16 | 13F | ORG Partners LLC | 25 287 | −0,20 | 2 651 | −0,71 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 213 590 | 17,34 | 126 796 | 16,27 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 11 001 | 0,00 | 1 149 | −0,86 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 36 735 | −2,64 | 3 838 | −3,52 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 25 | −96,38 | 3 | −97,22 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 39 062 | 1,64 | 4 081 | 0,72 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 402 | −28,70 | 564 | −29,32 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 933 | 0,74 | 1 038 | −0,19 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 14 829 | −0,05 | 1 549 | −0,96 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 30 565 | −9,88 | 3 193 | −10,71 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 21 116 | 38,78 | 2 206 | 37,53 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1 524 453 | −0,98 | 159 245 | −1,90 | ||||
2025-07-31 | 13F | City State Bank | 318 | 0,00 | 33 | 0,00 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 7 367 | −2,01 | 770 | −2,90 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 710 | 24,21 | 1 537 | 23,08 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 13 681 | 0,40 | 1 422 | −1,25 | ||||
2025-08-12 | 13F | Erickson Financial Group, LLC | 3 258 | 21,39 | 340 | 20,14 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 154 586 | 22,56 | 16 151 | 14,21 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 10 182 | −32,67 | 1 064 | −33,31 | ||||
2025-07-08 | 13F | Little House Capital Llc | 5 564 | 2,15 | 581 | 1,22 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 63 252 | −42,59 | 6 609 | −42,46 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 3 098 | 323 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 5 570 | 582 | ||||||
2025-08-13 | 13F | M&t Bank Corp | 286 395 | −4,93 | 29 923 | −5,79 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 21 574 | −47,96 | 2 254 | −48,43 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 672 990 | 36,88 | 70 314 | 35,64 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 2 401 | −18,73 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 419 810 | 17,80 | 43 862 | 16,73 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 130 697 | −6,65 | 13 655 | −7,50 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 21 087 | −1,17 | 2 203 | −2,05 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 4 370 | 24,61 | 457 | 23,58 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 195 936 | −12,58 | 20 471 | −13,38 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 6 060 | 0,00 | 633 | −0,78 | ||||
2025-07-25 | 13F | CV Advisors LLC | 14 852 | −66,79 | 1 552 | −67,10 | ||||
2025-04-11 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 13 425 | 21,54 | 1 403 | 20,45 | ||||
2025-08-13 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Unified Investment Management | 2 850 | 0,00 | 298 | −1,00 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 1 924 | 201 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 9 715 | 14,62 | 1 015 | 13,66 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 8 914 935 | 42,96 | 931 432 | 41,66 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19 967 | −7,03 | 2 086 | −7,86 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 35 410 | 2,10 | 3 734 | 1,03 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 3 706 | −32,00 | 387 | −32,58 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 4 604 | 6,90 | 481 | 5,95 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 2 212 | 0,00 | 231 | −0,86 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 89 440 | −2,84 | 9 345 | −3,73 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 2 081 | 217 | ||||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 1 766 | −20,13 | 185 | −21,03 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 12 378 | 0,00 | 1 293 | −0,92 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 5 209 | −6,87 | 544 | −7,64 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 18 096 | 49,39 | 2 | 0,00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 844 683 | −11,00 | 88 252 | −11,81 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 4 125 | −7,78 | 431 | −8,70 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 64 351 | −7,36 | 6 723 | −8,21 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 122 845 | −2,89 | 12 835 | −3,78 | ||||
2025-04-17 | 13F | Crane Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 2 281 | −18,71 | 238 | −19,32 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 88 890 | 25,66 | 9 287 | 24,52 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 954 | 0,75 | 518 | −0,19 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 6 982 | 0,00 | 736 | −0,94 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 115 600 | 18,63 | 12 078 | 17,55 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 1 264 | 0,00 | 0 | |||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 242 855 | −22,42 | 25 373 | −23,15 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 581 118 | 168,28 | 60 715 | 165,84 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 72 167 | 23,81 | 7 540 | 22,69 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 837 | 4,36 | 505 | 3,48 | ||||
2025-08-11 | 13F | North Forty Two & Co. | 10 681 | 0,00 | 1 116 | −0,98 | ||||
2025-07-08 | 13F | Lpwm Llc | 22 859 | −55,48 | 2 388 | −55,89 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 87 | 9 | ||||||
2025-08-06 | 13F | New Millennium Group LLC | 979 | 561,49 | 102 | 580,00 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 103 671 | 240,19 | 10 832 | 237,10 | ||||
2025-08-08 | 13F | Bailard, Inc. | 63 978 | 17,63 | 6 684 | 16,57 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 5 040 | 4,37 | 527 | 3,34 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 7 800 | 0,00 | 815 | −0,97 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 44 397 | 303,06 | 4 639 | 299,48 | ||||
2025-07-23 | 13F | Raub Brock Capital Management LP | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Wbh Advisory Inc | 3 820 | −15,75 | 399 | −16,53 | ||||
2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 56 629 | 2,72 | 5 917 | 1,79 | ||||
2025-08-14 | 13F | Colony Group, LLC | 900 993 | 13,06 | 94 135 | 12,03 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 035 | 422 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 36 780 | 32,55 | 3 843 | 31,35 | ||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 407 115 | 25,87 | 42 535 | 24,73 | ||||
2025-07-23 | 13F | Wise Wealth Partners | 4 121 | 3,18 | 431 | 2,14 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 5 429 | 134,51 | 567 | 132,38 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 117 858 | −5,76 | 12 314 | −6,62 | ||||
2025-05-12 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 106 854 | 11 143 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 26 871 | −63,47 | 2 802 | −63,87 | ||||
2025-08-07 | 13F | Keystone Financial Services | 11 264 | −0,09 | 1 177 | −1,01 | ||||
2025-08-11 | 13F | Covestor Ltd | 3 798 | 16,32 | 0 | |||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 20 593 | 1,18 | 2 152 | 0,28 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 47 061 | 21,78 | 4 917 | 20,67 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 3 845 | 0,00 | 402 | −0,99 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 2 772 | 0,00 | 290 | −1,03 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 651 570 | −9,85 | 68 | −10,53 | ||||
2025-08-14 | 13F | First Citizens Asset Management, Inc. | 166 669 | −3,65 | 17 414 | −4,53 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 6 844 | 23,16 | 715 | 22,22 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 21 112 | −15,93 | 2 206 | −16,70 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 2 923 | −25,64 | 305 | −27,03 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 94 613 | 5,01 | 9 885 | 4,05 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 674 | −2,63 | 697 | −3,46 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 2 423 680 | −9,67 | 253 226 | −10,50 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 220 | −56,09 | 23 | −57,69 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 3 438 | −7,56 | 359 | −8,42 | ||||
2025-08-12 | 13F | Dean Investment Associates, Llc | 15 184 | 0,00 | 1 586 | −0,94 | ||||
2025-08-15 | 13F | Scissortail Wealth Management, LLC | 14 210 | −8,72 | 1 485 | −9,57 | ||||
2025-04-11 | 13F | Intergy Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 18 584 233 | 0,95 | 1 942 | 0,00 | ||||
2025-05-13 | 13F | GKV Capital Management Co., Inc. | 3 032 | 320 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 23 848 | 19,95 | 2 492 | 18,85 | ||||
2025-05-12 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-06-23 | NP | PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A | 528 | 0,00 | 55 | −1,79 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 176 138 | −10,32 | 18 403 | −11,14 | ||||
2025-08-08 | 13F | Firestone Capital Management | 2 076 | 0,83 | 217 | −0,46 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 64 974 | −44,52 | 6 788 | −45,02 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 17 246 | 45,97 | 1 802 | 44,66 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 35 872 | 16,35 | 3 748 | 15,29 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 206 | 22 | ||||||
2025-04-17 | 13F | Trust Point Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Divergent Planning, LLC | 2 759 | 288 | ||||||
2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 3 381 | −25,95 | 353 | −26,61 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5 024 | 111,72 | 525 | 109,60 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 8 000 | −52,90 | 836 | −53,38 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 28 924 | −18,40 | 2 997 | −19,80 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 67 567 | −77,03 | 7 059 | −77,24 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 2 367 | 247 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Anson Capital, Inc. | 3 771 | 0,00 | 394 | −1,01 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 7 115 | −1,97 | 743 | −2,88 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 54 430 | 5,79 | 5 689 | 4,83 | ||||
2025-05-07 | 13F | First National Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 313 | 0,00 | 33 | −3,03 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 22 749 | −27,31 | 2 377 | −27,98 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 74 868 | 193,88 | 7 822 | 191,21 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 977 | 207 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 2 553 | 267 | ||||||
2025-08-07 | 13F | Ibex Wealth Advisors | 9 760 | −5,00 | 1 020 | −5,91 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 1 984 | −0,35 | 207 | −0,96 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 2 848 | 19,46 | 298 | 18,33 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 17 621 | −12,91 | 1 841 | −13,69 | ||||
2025-08-13 | 13F | Rinkey Investments | 96 766 | −43,49 | 10 110 | −44,01 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 66 707 | 1,01 | 6 970 | 0,09 | ||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 17 046 | 1,34 | 1 781 | 0,45 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 58 013 | 6 061 | ||||||
2025-04-23 | 13F | Integris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 207 451 | 34,47 | 21 674 | 33,25 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 134 359 | −17,07 | 14 038 | −17,83 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 2 586 | 0,00 | 273 | 0,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 28 774 | 22,01 | 3 006 | 20,92 | ||||
2025-07-22 | 13F | Iowa State Bank | 4 126 | −2,80 | 431 | −3,58 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 56 | 0,00 | 6 | 0,00 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 36 922 | 4,82 | 3 858 | 3,88 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 26 638 | 0,00 | 2 809 | −1,06 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6 423 | 73,88 | 671 | 72,49 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 223 912 | −2,10 | 23 117 | −3,18 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3 347 | 0,63 | 350 | −0,29 | ||||
2025-05-15 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 21 552 | −4,47 | 2 247 | −2,64 | ||||
2025-08-12 | 13F | Farmers National Bank | 4 498 | −2,37 | 470 | −3,30 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 4 318 | −3,64 | 451 | −4,45 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aqr Capital Management Llc | 13 663 | 2,85 | 1 427 | 1,93 | ||||
2025-08-12 | 13F | Real Talk Capital, LLC | 6 848 | 0,29 | 715 | −0,56 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 17 433 | 33,05 | 1 815 | 32,89 | ||||
2025-07-17 | 13F | Clean Yield Group | 460 | 0,66 | 48 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 219 603 | −2,72 | 22 944 | −3,60 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 131 110 | −37,52 | 13 698 | −38,09 | ||||
2025-08-11 | 13F | Mount Lucas Management LP | 0 | −100,00 | 0 | |||||
2025-04-11 | 13F | First Affirmative Financial Network | 4 714 | 7,31 | 497 | 6,20 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 161 813 | 3,45 | 16 906 | 2,51 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 6 875 | 718 | ||||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 165 | −0,11 | 643 | −1,38 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 127 589 | −0,11 | 13 253 | −1,60 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 2 132 | −11,24 | 223 | −12,25 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 508 | 1,55 | 158 | 0,64 | ||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 11 519 | 0,16 | 1 203 | −0,74 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 9 366 | −22,60 | 979 | −23,29 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 30 693 | 7,63 | 3 207 | 6,65 | ||||
2025-08-25 | NP | EXDVX - Diversified Tax Exempt Series Class A | 43 351 | 0,00 | 4 529 | −0,90 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 5 395 885 | −19,61 | 563 762 | −20,35 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 8 812 | −5,10 | 921 | −6,03 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 65 430 | 11,23 | 6 836 | 10,22 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 124 365 | −53,99 | 12 991 | −54,41 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 7 622 | −0,37 | 796 | −1,24 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 6 028 | 6,97 | 630 | 5,89 | ||||
2025-05-30 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 3 280 | −76,55 | 346 | −76,85 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 4 417 | −21,57 | 461 | −22,26 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 13 799 | −3,62 | 1 442 | −4,51 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 253 | 0,00 | 26 | 0,00 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 5 588 | −10,52 | 584 | −11,40 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 2 290 | 0,00 | 239 | −0,83 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 3 446 | −2,35 | 359 | −4,52 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 11 788 | 0,00 | 1 232 | −0,89 | ||||
2025-07-29 | NP | PMIO - PGIM Municipal Income Opportunities ETF | 3 670 | 0,00 | 381 | −3,54 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 11 910 | 9,01 | 1 244 | 7,99 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 196 403 | 59,71 | 20 520 | 58,26 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 2 786 | 291 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 30 597 | 2,25 | 3 197 | 1,30 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 2 706 | −20,78 | 285 | |||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 223 576 | −20,76 | 23 359 | −21,48 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 13 097 | −16,70 | 1 381 | −17,61 | ||||
2025-07-17 | 13F | Eagle Wealth Strategies Llc | 32 528 | 3 399 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 379 414 | 12,69 | 39 641 | 13,33 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 2 000 | 0,00 | 0 | |||||
2025-08-12 | 13F | Choate Investment Advisors | 1 304 995 | 0,83 | 136 346 | −0,09 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 16 020 | 80,79 | 1 674 | 79,12 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 47 761 | 43,39 | 4 990 | 42,12 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 68 302 | 14,86 | 7 136 | 13,81 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 42 602 | 0,29 | 4 451 | −0,60 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 80 020 | −1,83 | 8 360 | −2,72 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 2 465 | −8,91 | 258 | −9,82 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 53 166 | −0,67 | 5 545 | −1,75 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 86 701 | 132,91 | 9 059 | 130,78 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 236 | −29,13 | 25 | −31,43 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 3 672 | −14,51 | 384 | −15,27 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 37 825 | 16,50 | 3 952 | 15,43 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1 | 0,00 | 0 | |||||
2025-07-25 | 13F | Cypress Capital Group | 16 431 | 9,83 | 1 717 | 8,81 | ||||
2025-07-24 | 13F | Blair William & Co/il | 38 184 | 11,56 | 3 989 | 10,56 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 34 917 | −49,99 | 3 648 | −50,44 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 95 751 | −4,53 | 9 969 | −3,47 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 111 | −71,90 | 12 | −73,17 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 12 183 | −16,17 | 1 273 | −16,97 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 10 821 | 7,66 | 1 131 | 6,70 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 34 152 | −6,89 | 3 568 | −7,73 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 7 880 | 24,11 | 823 | 23,02 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 12 913 | −23,70 | 1 349 | −24,38 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 108 051 | −41,48 | 11 289 | −42,01 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 47 466 | −1,62 | 4 959 | −2,52 | ||||
2025-04-29 | 13F | Macroview Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 514 600 | 688,06 | 53 765 | 680,90 | |||
2025-08-27 | NP | RMMBX - Aspiriant Risk-Managed Municipal Bond Fund | 670 465 | −48,79 | 70 050 | −49,26 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2 506 | 0,00 | 262 | −1,14 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 20 995 | 3,72 | 2 194 | 2,76 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 3 000 | 0,00 | 313 | −0,95 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 1 407 700 | 2 876,11 | 147 076 | 2 849,19 | |||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 2 972 | 0,00 | 311 | −0,96 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 20 814 | 1,47 | 2 175 | 0,56 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 6 215 | −4,00 | 648 | −4,99 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 30 973 | −6,94 | 3 226 | −7,01 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 212 704 | −12,40 | 22 223 | −13,19 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 7 272 | −3,13 | 760 | −4,05 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 14 311 | −17,78 | 1 495 | −18,53 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 6 844 | −26,19 | 715 | −26,82 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 137 365 | 32,83 | 14 352 | 31,62 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 3 350 | 1 240,00 | 350 | 1 246,15 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 9 547 | 20,48 | 997 | 19,40 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 7 123 | 0,00 | 744 | −0,93 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 3 400 | 17,28 | 355 | 16,39 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 204 | 38,97 | 962 | 37,68 | ||||
2025-08-14 | 13F | Cito Capital Group, LLC | 2 544 | 0,00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 528 | 36,21 | 264 | 35,38 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 11 812 | 6,82 | 1 234 | 5,92 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 6 029 | 0,00 | 634 | −0,16 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 44 405 | −19,20 | 4 639 | −19,93 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 32 018 | −0,40 | 3 | 0,00 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 622 | 274 | ||||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Millennium Management Llc | 11 609 | −34,80 | 1 213 | −35,43 | ||||
2025-07-16 | 13F | Tenret Co LLC | 13 671 | 318,46 | 1 428 | 315,12 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 122 970 | −5,41 | 12 848 | −6,27 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 315 235 | −2,23 | 32 936 | −3,12 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 286 029 | −2,23 | 29 884 | −3,12 | ||||
2025-07-24 | 13F | Brucke Financial, Inc. | 11 940 | 7,52 | 1 247 | 7,22 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 74 172 | −19,72 | 7 749 | −20,45 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 144 086 | 5,65 | 15 054 | 4,69 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 23 673 | 21,77 | 2 461 | 22,39 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 14 126 | −7,24 | 1 476 | −8,10 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 13 795 | 1 441 | ||||||
2025-08-14 | 13F | L2 Asset Management, LLC | 12 400 | 1 296 | ||||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 11 450 | 1 196 | ||||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 567 | 0,00 | 268 | −0,74 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 150 | 0 | ||||||
2025-05-19 | 13F/A | AAFCPAs Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 4 873 | 39,03 | 509 | 37,94 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 43 909 | 47,46 | 4 588 | 46,13 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 17 117 | 6,50 | 1 788 | 5,55 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 621 081 | 0,81 | 169 371 | −0,11 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 24 835 | 1,84 | 2 595 | 0,89 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 105 581 | −3,32 | 11 031 | −4,19 | ||||
2025-07-17 | 13F | Cyr Financial Inc. | 8 753 | 1,05 | 915 | 0,11 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 73 831 | 19,61 | 7 714 | 18,44 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 2 304 | −61,65 | 241 | −62,09 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 000 000 | 104 480 | |||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 27 331 | −19,92 | 2 856 | −20,65 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 31 544 250 | 9,37 | 3 295 743 | 8,37 | ||||
2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 3 041 | −9,79 | 318 | −10,70 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 20 571 | 5,95 | 2 149 | 4,52 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 3 079 | −7,45 | 322 | −8,29 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 24 187 | −1,50 | 2 527 | −2,39 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-11 | 13F | Pineridge Advisors LLC | 1 325 | 43,09 | 138 | 42,27 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 56 671 | −45,98 | 5 889 | −46,48 | ||||
2025-08-06 | 13F | Nvwm, Llc | 4 491 | −1,01 | 469 | −1,88 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 3 194 | 334 | ||||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 8 793 | −7,31 | 919 | −8,20 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 99 339 | 12,17 | 10 379 | 11,14 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 46 182 | 1,60 | 4 825 | 0,69 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 31 603 | 66,46 | 3 302 | 64,97 | ||||
2025-05-14 | 13F | Walleye Trading LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 943 092 | −12,64 | 98 534 | −13,43 | ||||
2025-07-23 | 13F | Somnio Financial Group, LLC | 52 099 | 2,89 | 5 443 | 0,89 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 3 250 | −5,52 | 339 | −6,63 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 6 874 | 0,00 | 718 | −0,83 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 2 315 | 242 | ||||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 2 338 | −5,46 | 244 | −5,79 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 861 | 299 | ||||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 2 096 | 1,55 | 219 | 0,92 | ||||
2025-07-10 | 13F | Moller Financial Services | 71 699 | 6,12 | 7 491 | 5,17 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 7 797 | 69,87 | 815 | 68,53 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 20 554 | 0,00 | 2 | 0,00 | ||||
2025-05-15 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 674 | −39,11 | 175 | −39,79 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 2 492 | 0,00 | 260 | 0,00 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 3 503 | 366 | ||||||
2025-08-05 | 13F | Everest Management Corp. | 9 245 | 966 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 16 496 | 0,12 | 1 724 | −0,81 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 10 709 | −23,60 | 1 119 | −24,31 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 17 974 | −15,61 | 1 862 | −15,94 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 406 700 | 156,11 | 42 492 | 153,79 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 298 406 | −73,60 | 31 177 | −73,84 | ||||
2025-08-07 | 13F | W Advisors, Llc | 8 654 | −2,03 | 904 | −2,90 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 350 300 | 164,78 | 36 599 | 162,38 | |||
2025-08-07 | 13F | Commerce Bank | 321 721 | −6,62 | 33 613 | −7,47 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 24 082 | −20,29 | 2 516 | −21,00 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 709 | 0,00 | 74 | 0,00 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 34 218 | 1,08 | 3 575 | 0,17 | ||||
2025-07-31 | 13F | United Community Bank | 13 897 | −12,19 | 1 452 | −13,01 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 280 593 | 2,62 | 29 316 | 1,69 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 92 157 | −1,89 | 9 629 | −2,78 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 4 691 | −48,57 | 490 | −49,01 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 147 350 | 16,51 | 15 395 | 15,45 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 2 334 | 244 | ||||||
2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 5 275 | 0,00 | 551 | −0,90 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 6 036 | 631 | ||||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 4 321 | 1,50 | 451 | 1,58 | ||||
2025-05-13 | 13F | Bright Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Alliance Wealth Management Group | 71 982 | −1,37 | 7 521 | −2,27 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 31 340 | 18,31 | 3 274 | 17,22 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 2 758 | 288 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 9 516 | −2,10 | 994 | −2,93 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 17 278 | 0,20 | 1 805 | −0,72 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 4 928 | −16,38 | 515 | −17,23 | ||||
2025-07-31 | 13F | CNB Bank | 300 | 0,00 | 31 | 0,00 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 2 870 | −1,71 | 300 | −2,61 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 46 851 | 2,61 | 4 895 | 1,66 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 50 435 | −6,42 | 5 269 | −7,27 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1 180 694 | −1,56 | 123 359 | −2,46 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 3 841 | −19,64 | 400 | −20,63 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 13 061 | 15,09 | 1 365 | 14,05 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 6 184 | 308,99 | 646 | 306,29 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 3 | 0,00 | 0 | |||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 19 303 | 5,69 | 2 017 | 4,73 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 243 456 | 2,64 | 25 412 | 1,61 | ||||
2025-07-23 | 13F | Sachetta, LLC | 3 620 | 23,55 | 378 | 22,73 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 4 973 | −21,75 | 520 | −22,54 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 5 128 | 94,76 | 536 | 93,14 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 2 803 | −13,06 | 293 | −13,86 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 4 487 | −46,80 | 469 | −47,36 | ||||
2025-08-13 | 13F | HAP Trading, LLC | Put | 200 700 | 15 | |||||
2025-08-13 | 13F | HAP Trading, LLC | Call | 50 400 | 5 | |||||
2025-07-22 | 13F | White & Co Financial Planning Inc | 15 128 | −0,09 | 1 578 | −0,88 | ||||
2025-08-13 | 13F | HAP Trading, LLC | 32 284 | 3 373 | ||||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 11 212 | 1,99 | 1 171 | 1,04 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 3 146 | 329 | ||||||
2025-07-17 | 13F | Altus Wealth Management, LLC | 3 755 | −5,06 | 392 | −6,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 846 | −15,48 | 197 | −14,78 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 120 927 | 29,19 | 12 634 | 28,02 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 9 868 | −1,50 | 1 031 | −2,37 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 7 985 | −35,67 | 834 | −36,91 | ||||
2025-07-30 | NP | FSMUX - Strategic Advisers Municipal Bond Fund | 3 026 912 | 69,77 | 314 345 | 63,73 | ||||
2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 450 000 | 12,50 | 46 732 | 8,50 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 230 | 0,00 | 24 | 0,00 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 126 098 | 13 175 | ||||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 11 414 | −21,48 | 1 193 | −22,19 | ||||
2025-04-15 | 13F | Ameliora Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 9 817 911 | −2,48 | 1 025 775 | −3,37 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 894 488 | 47,27 | 93 623 | 46,17 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 3 974 | 0,00 | 415 | −0,95 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 2 865 | −0,59 | 299 | −1,32 | ||||
2025-08-05 | 13F | Huntington National Bank | 25 001 | 1,81 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 118 | 0,00 | 12 | 0,00 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Reston Wealth Management Llc | 3 520 | −78,17 | 368 | −78,41 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 93 593 | 10,11 | 9 779 | 9,11 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 6 816 | 0,00 | 712 | −0,84 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 4 958 | −0,26 | 518 | −1,15 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 40 702 | 4 253 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 7 341 914 | 34,36 | 767 087 | 33,14 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 35 870 | −11,10 | 3 748 | −11,92 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 16 488 | −8,48 | 1 723 | −9,32 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 563 950 | −11,52 | 58 922 | −12,33 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 10 622 | 1 110 | ||||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 4 380 | 26,99 | 455 | 25,07 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 3 355 | −54,64 | 351 | −55,07 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 6 | 1 | ||||||
2025-07-10 | 13F | Anderson Hoagland & Co | 55 057 | 5 752 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 253 598 | −47,21 | 26 496 | −47,69 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 9 483 | 1,75 | 991 | 0,81 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | Call | 100 000 | 10 448 | |||||
2025-07-16 | 13F | Tassel Capital Management, Inc. | 14 879 | −52,55 | 1 555 | −52,99 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 10 570 | 1 104 | ||||||
2025-08-11 | 13F | Theory Financial Llc | 21 691 | 12,84 | 2 253 | 11,20 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 13 483 | 11,04 | 1 409 | 10,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 3 110 | 29,58 | 325 | 28,06 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 14 286 | 77,42 | 1 493 | 75,94 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 738 | 182 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 295 612 | −11,05 | 30 886 | −11,86 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 8 287 | 163,67 | 866 | 161,33 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 3 869 | −3,76 | 404 | −4,49 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 1 818 | −31,60 | 190 | −32,50 | ||||
2025-08-27 | NP | HCIMX - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares | 125 390 | 114,56 | 13 101 | 112,63 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 2 249 | −46,49 | 235 | −47,18 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 4 380 | 5,29 | 458 | 4,34 | ||||
2025-05-07 | 13F | GLOBALT Investments LLC / GA | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 153 000 | 0,00 | 15 985 | −0,91 | ||||
2025-07-11 | 13F | Busey Wealth Management | 4 011 | 7,74 | 419 | 6,89 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 67 419 | −0,66 | 7 044 | −1,58 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 295 787 | 6,35 | 30 904 | 5,38 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 3 712 | −7,52 | 388 | −8,51 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 247 | −67,02 | 26 | −67,95 | ||||
2025-08-14 | 13F | UBS Group AG | 2 525 891 | −1,72 | 263 905 | −2,62 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 13 165 | −13,04 | 1 375 | −13,85 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 51 272 | 10,51 | 5 357 | 9,51 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 4 503 | 470 | ||||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 58 649 | −3,50 | 6 107 | −4,70 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 261 003 | −11,02 | 27 270 | −11,83 | ||||
2025-05-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 10 564 | 21,36 | 1 104 | 20,28 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 30 598 | 3 197 | ||||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 4 617 | −1,70 | 482 | −2,63 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 18 344 | −7,76 | 1 917 | −8,59 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 7 772 | −7,52 | 812 | −8,35 | ||||
2025-08-14 | 13F | Sei Investments Co | 4 542 476 | −17,92 | 474 597 | −18,67 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 1 400 | 0,00 | 148 | −1,34 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 3 071 | 2,26 | 321 | 1,27 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 1 979 | 0,00 | 207 | −0,96 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 24 707 | 72,56 | 2 581 | 71,04 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 9 598 | −13,48 | 1 003 | −14,29 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 7 555 | 96,13 | 789 | 94,33 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 21 166 | −29,58 | 2 211 | −30,23 | ||||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 5 054 | −4,35 | 528 | −5,21 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 28 019 | 1,96 | 3 044 | 7,49 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 7 363 | −25,35 | 769 | −25,99 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 14 245 | −5,32 | 1 488 | −6,18 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 10 | 0,00 | 0 | |||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 3 789 | 18,04 | 396 | 16,86 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 44 377 | 46,98 | 4 595 | 44,33 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 122 745 | 0,90 | 12 824 | −0,02 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 11 165 | −11,85 | 1 167 | −12,66 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 217 783 | 110,16 | 22 754 | 114,49 | ||||
2025-08-11 | 13F | Cozad Asset Management Inc | 3 355 | 0,00 | 354 | 0,00 | ||||
2025-08-05 | 13F | Wakefield Asset Management LLLP | 9 351 | 3,70 | 977 | 2,74 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 17 144 | 11,01 | 1 791 | 10,01 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 | 0,00 | 0 | |||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 523 | 0,48 | 264 | −0,38 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 25 138 | −15,28 | 2 611 | −15,07 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 356 712 | 2,38 | 37 269 | 1,45 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 346 711 | 1,77 | 36 224 | 0,84 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 196 919 | 140,09 | 20 574 | 137,90 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 87 096 | 9 100 | ||||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 183 363 | −8,05 | 19 158 | −8,89 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 4 919 | −8,31 | 514 | −9,20 | ||||
2025-08-14 | 13F | Strive Asset Management, LLC | 33 581 | 15,39 | 3 509 | 14,34 | ||||
2025-08-14 | 13F | FC Advisory LLC | 13 620 | −27,71 | 1 423 | −28,35 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 208 600 | 167,44 | 21 761 | 165,25 | |||
2025-08-05 | 13F | McGinn Investment Management, Inc. | 3 213 | −32,78 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 171 400 | 237,40 | 17 880 | 234,64 | |||
2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Financial Insights, Inc. | 31 575 | −0,20 | 3 299 | −1,14 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 78 475 | 4,30 | 8 184 | 3,39 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 688 042 | 21,49 | 71 887 | 20,38 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 21 776 | −31,63 | 2 275 | −32,25 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Motco | 726 | 0,00 | 75 | −1,32 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3 945 | −29,89 | 412 | −30,52 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 37 414 | −22,41 | 3 909 | −23,11 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 102 | 11 | ||||||
2025-08-14 | 13F | Leisure Capital Management | 3 111 | 0,00 | 325 | −0,91 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 127 921 | 96,73 | 13 365 | 94,94 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | 75 595 | 99,73 | 7 886 | 98,09 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 1 957 | 204 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 706 | 29,34 | 178 | 28,06 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 9 668 | 33,91 | 1 010 | 33,07 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 3 390 | −1,63 | 354 | −2,48 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 2 550 | −7,58 | 266 | −8,28 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 7 352 | −64,80 | 768 | −65,12 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 2 174 | 920,66 | 227 | 931,82 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 23 099 | 2 413 | ||||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 15 | −87,80 | 2 | −91,67 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 3 900 | −0,38 | 407 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 287 523 | 8,13 | 29 796 | 6,27 | ||||
2025-08-14 | 13F | State Of Wisconsin Investment Board | 607 800 | 0,00 | 63 503 | −0,91 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 1 944 | −74,37 | 203 | −74,59 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 6 824 | 166,67 | 713 | 164,68 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Sofi Wealth, Llc | 658 127 | 5,95 | 68 761 | 4,98 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4 335 211 | −54,47 | 452 943 | −54,89 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 697 556 | −13,04 | 72 881 | −13,83 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 24 209 | −0,64 | 2 529 | −1,52 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 018 | −70,81 | 106 | −70,56 | ||||
2025-07-23 | 13F | Dohj, Llc | 305 284 | −4,06 | 31 594 | −5,84 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 5 557 | 30,57 | 581 | 29,46 | ||||
2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 5 000 | 0,00 | 522 | −0,95 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 91 974 | −2,87 | 9 610 | −3,76 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 53 930 | 67,07 | 6 | 66,67 | ||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 900 | −98,88 | 94 | −98,89 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 8 477 | −2,90 | 886 | −3,80 | ||||
2025-07-18 | 13F | Truist Financial Corp | 902 647 | −1,36 | 94 309 | −2,26 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 15 077 | 1 077,89 | 1 575 | 1 075,37 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 4 672 | −98,20 | 488 | −98,22 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 2 094 | 0,00 | 219 | −0,91 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 79 285 | −62,05 | 8 284 | −62,40 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 29 577 | −48,91 | 3 090 | −49,37 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 31 363 | −8,64 | 3 | 0,00 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 45 843 | 20,03 | 4 790 | 18,95 | ||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 3 345 | −23,21 | 350 | −23,97 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 166 003 | −5,07 | 17 344 | −5,93 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 173 | 0,58 | 18 | 0,00 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 078 | 0,10 | 217 | −0,46 | ||||
2025-05-08 | 13F | Marshall Investment Management, Llc | 0 | 0 | ||||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 7 614 | −27,34 | 796 | −27,99 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 4 506 | 0,00 | 471 | −1,05 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 6 941 | 725 | ||||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 22 769 | 44,91 | 2 379 | 43,60 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 11 289 | 82,73 | 1 179 | 81,11 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 962 716 | 29,90 | 204 820 | 28,78 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 42 433 | −46,29 | 4 | −50,00 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 2 792 | −25,25 | 294 | −25,94 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 5 840 | −21,75 | 610 | −22,39 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 45 635 | −7,21 | 4 730 | −6,60 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 17 556 | −25,10 | 1 834 | −25,78 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 35 077 | 144,71 | 3 665 | 142,49 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 73 334 | 18,93 | 7 662 | 17,84 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 73 | −87,63 | 8 | −88,71 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 33 | 1 000,00 | 3 | |||||
2025-07-10 | 13F | Affiance Financial, LLC | 7 259 | 7,22 | 758 | 6,31 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 13 105 | 7,24 | 1 369 | 6,29 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 10 807 | −9,58 | 1 129 | −10,40 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 336 | 0,00 | 35 | 0,00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1 246 713 | 2,33 | 130 257 | 1,40 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 24 569 | −0,19 | 2 567 | −1,08 | ||||
2025-08-08 | 13F | Client First Capital LLC | 23 079 | 0,00 | 2 411 | −0,90 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 24 746 | 0,00 | 2 585 | −0,92 | ||||
2025-08-08 | 13F | Croban | 17 746 | 5,74 | 1 854 | 4,80 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 2 270 | 0,00 | 237 | −0,84 |
Other Listings
MX:MUB |