Grundläggande statistik
| Institutionella ägare | 1550 total, 1548 long only, 0 short only, 2 long/short - change of 1,64% MRQ |
| Genomsnittlig portföljallokering | 1.1870 % - change of −3,35% MRQ |
| Institutionella aktier (lång) | 259 847 896 (ex 13D/G) - change of 5,31MM shares 2,09% MRQ |
| Institutionellt värde (lång) | $ 43 626 671 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI USA Quality Factor ETF (US:QUAL) har 1550 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 259,847,896 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, LPL Financial LLC, Fmr Llc, Morgan Stanley, Bank Of America Corp /de/, Pnc Financial Services Group, Inc., Jpmorgan Chase & Co, Wells Fargo & Company/mn, Ameriprise Financial Inc, and BlackRock, Inc. .
iShares Trust - iShares MSCI USA Quality Factor ETF (BATS:QUAL) 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 10, 2025 is 189,57 / share. Previously, on September 11, 2024, the share price was 174,79 / share. This represents an increase of 8,46% 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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 293 | 0,00 | 419 | 7,16 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 41 987 | 7,35 | 7 676 | 14,82 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 1 477 | 0,96 | 270 | 8,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25 526 | −48,92 | 4 667 | −45,36 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 32 792 | 0,89 | 5 995 | 7,94 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 20 360 | 7,94 | 3 722 | 15,48 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17 907 | 0,69 | 3 274 | 7,70 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22 535 | −26,91 | 4 219 | −18,96 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 9 938 | 0,93 | 1 817 | 7,97 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 149 913 | 8,27 | 27 407 | 15,78 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 11 315 | 2 021 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 3 541 | 0,00 | 649 | 7,27 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 386 | 9,50 | 436 | 17,20 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 45 769 | 14,63 | 8 367 | 22,63 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 5 644 | 37,32 | 1 | |||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 129 755 | 4,60 | 23 722 | 11,91 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 207 | 0,00 | 38 | 5,71 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 2 478 | 14,14 | 453 | 22,10 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Hoese & Co LLP | 45 590 | −0,27 | 8 335 | 6,70 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 553 | −6,33 | 284 | 0,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 288 439 | 3,27 | 52 732 | 10,48 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 40 319 | 4,51 | 7 371 | 11,82 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 15 437 | 1,67 | 2 822 | 8,79 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 984 988 | 2,32 | 363 | 9,37 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 32 082 | 60,76 | 5 865 | 65,07 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 19 762 | 3 613 | ||||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 2 235 | −6,09 | 409 | 0,49 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 20 387 | 14,23 | 3 781 | 26,17 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 1 581 | 0,00 | 289 | 7,04 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 135 950 | −2,53 | 24 854 | 4,28 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 612 | 113 | ||||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2 570 | −65,80 | 470 | −63,47 | ||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 87 | 0,00 | 16 | 7,14 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 148 691 | −8,22 | 27 184 | −1,81 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 96 | −28,89 | 18 | −26,09 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 90 | 16 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 5 957 | −18,15 | 1 089 | −12,39 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 2 763 | 2,14 | 472 | −4,26 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 21 425 | −10,51 | 3 917 | −4,28 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 30 505 | −0,69 | 5 577 | 6,23 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 25 431 | 6,08 | 4 637 | 13,21 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 17 | 0,00 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 8 686 | 10,54 | 1 613 | 20,03 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2 169 | 0,00 | 397 | 7,03 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 264 863 | 2,01 | 48 422 | 9,13 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 68 426 | 2,52 | 12 510 | 9,67 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 152 | −20,66 | 211 | −15,32 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 18 106 | −16,60 | 3 310 | −10,76 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 25 951 | 8,77 | 4 746 | 16,38 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 319 | 0,00 | 58 | 7,41 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 77 382 | 2,64 | 14 147 | 13,82 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 58 611 | −71,91 | 10 715 | −69,95 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 106 398 | 10,98 | 19 455 | 18,74 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 540 | 0,00 | 282 | 6,84 | ||||
| 2025-05-09 | 13F | Evolution Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 4 750 | 25,23 | 868 | 33,95 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 720 | 5,52 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 642 368 | −0,19 | 117 438 | 6,78 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 76 500 | 13,31 | 13 986 | 21,22 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 14 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 11 535 | 2 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 111 624 | −12,37 | 20 407 | −6,25 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 6 332 | 1 158 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 73 896 | 14,86 | 13 510 | 22,88 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 3 614 | 661 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 3 566 | −1,11 | 652 | 5,68 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 14 100 | 157,91 | 2 578 | 175,91 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 4 774 | −14,49 | 873 | −8,60 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 221 609 | 3,61 | 40 514 | 10,85 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 3 888 | −4,12 | 711 | 2,60 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 48 892 | −25,06 | 8 938 | −19,82 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 923 | 8,07 | 717 | 15,65 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 16 740 | 601,59 | 3 060 | 651,84 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 1 441 | 0,00 | 263 | 6,91 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1 207 | −0,17 | 215 | 4,37 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 98 353 | −13,23 | 18 058 | −3,83 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 219 929 | 1,20 | 40 207 | 8,27 | ||||
| 2025-07-17 | 13F | City Holding Co | 400 | 0,00 | 73 | 7,35 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 249 950 | 19,58 | 45 696 | 27,93 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2 741 | 114,98 | 501 | 130,88 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 7 820 | 0,84 | 1 430 | 7,85 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 20 960 | 2,96 | 3 832 | 10,15 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 033 | −5,57 | 555 | 1,09 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 7 | 0,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 17 416 | 21,89 | 3 184 | 30,38 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7 125 | 18,45 | 1 303 | 26,78 | ||||
| 2025-04-25 | 13F | DSG Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 176 754 | 0,83 | 32 314 | 7,87 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 4 497 | −8,56 | 822 | −2,14 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 2 437 924 | 72 284,92 | 6 673 | 1 060,35 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 1 450 | 265 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 14 994 | 5,96 | 2 741 | 13,36 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 26 698 | −2,21 | 4 881 | 4,61 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Agf Management Ltd | 126 534 | −2,32 | 23 133 | 4,50 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 7 819 | −16,46 | 1 430 | −10,63 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 40 208 | 6,26 | 7 351 | 13,67 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 191 369 | −8,41 | 34 986 | −2,01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 030 | −60,55 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 309 | 0,00 | 239 | 7,17 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 2 836 | −3,37 | 519 | 3,39 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 251 710 | −5,01 | 46 018 | 1,63 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 2 285 | −5,77 | 418 | 0,72 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 29 722 | 14,56 | 5 434 | 22,56 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 1 755 | 321 | ||||||
| 2025-07-16 | 13F | First American Bank | 5 069 | 0,00 | 927 | 6,93 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 26 904 | 0,42 | 4 919 | 7,43 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 2 244 | 0,00 | 410 | 7,05 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 11 215 | 2 050 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 32 193 | 14,42 | 5 886 | 22,43 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 29 448 | −4,50 | 5 384 | 2,16 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 38 749 | 17,89 | 7 115 | 27,39 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 2 629 | −7,20 | 481 | −0,83 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 22 350 | 3,34 | 4 086 | 10,55 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 142 254 | 0,97 | 26 094 | 8,38 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 080 789 | −2,96 | 1 294 510 | 3,82 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 282 740 | −2,18 | 51 691 | 4,65 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 307 | −2,53 | 422 | 4,21 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 25 845 | 4 725 | ||||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 3 477 | 0,00 | 636 | 6,90 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 071 | 0,00 | 196 | 7,14 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 44 775 | 3,86 | 8 186 | 11,12 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 601 | −9,96 | 293 | −3,63 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 210 | −59,85 | 38 | −57,30 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 335 092 | −0,05 | 61 262 | 6,93 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 300 | 0,00 | 55 | 5,88 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 1 471 | 0,00 | 269 | 6,77 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 251 | 229 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 107 069 | 41,31 | 19 574 | 51,19 | ||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 19 465 105 | 7,03 | 3 558 610 | 14,50 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 503 203 | 7,50 | 460 890 | 15,28 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 226 | −54,71 | 42 | −51,76 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 3 097 | 566 | ||||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 21 040 | 0,00 | 3 847 | 6,98 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 1 733 | 317 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 2 832 | −2,91 | 518 | 3,82 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 500 | 0,00 | 91 | 7,06 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 731 | 6,79 | 316 | 14,08 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 6 599 | 0,50 | 1 206 | 7,49 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 15 399 | −16,42 | 2 815 | −10,58 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 27 913 | −1,55 | 5 103 | 5,30 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 524 | 0,00 | 96 | 6,74 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1 599 | 7,17 | 292 | 14,51 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 13 292 | 0,00 | 2 430 | 7,00 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 18 976 | 2,80 | 3 147 | −4,26 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 12 000 | 0,14 | 2 194 | 7,13 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2 585 | −0,50 | 473 | 6,55 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 2 377 | −5,22 | 435 | 1,40 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 671 | 0,00 | 123 | 2,52 | ||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 1 302 | 0,00 | 238 | 7,21 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 1 265 | 231 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 1 467 | −23,95 | 268 | −18,54 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 51 816 | −1,14 | 9 473 | 5,77 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 1 135 | 208 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 096 | 51,02 | 566 | 61,71 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 21 845 | −7,93 | 3 994 | −1,50 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 14 797 | 8,79 | 2 705 | 16,39 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 67 839 | −13,55 | 12 402 | −7,51 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 160 130 | 7,57 | 29 275 | 15,08 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 71 208 | −5,23 | 13 018 | 1,39 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 30 866 | 5,52 | 5 746 | 20,01 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 21 183 | 7,72 | 3 873 | 15,24 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 028 | −13,55 | 1 285 | −7,56 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 1 200 | −8,05 | 219 | −1,79 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 407 | 257 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2 672 | 0,00 | 488 | 7,02 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 813 | 0,00 | 332 | 7,12 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12 905 | −1,69 | 2 404 | 7,09 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 570 | −18,80 | 104 | −13,33 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 239 | 227 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 41 860 | 3,24 | 7 653 | 10,43 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 171 866 | 9,25 | 31 | 19,23 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 9 334 | 0,00 | 1 706 | 6,96 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 15 092 | 2 762 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 37 604 | 6,75 | 6 875 | 14,21 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 43 402 | 1,88 | 7 935 | 5,62 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 745 | −14,21 | 1 416 | −8,41 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 15 224 | 22,03 | 2 783 | 30,53 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 2 771 | −33,25 | 507 | −28,63 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 637 | −8,74 | 117 | −2,52 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1 557 | 285 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 38 757 | 7 086 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 5 032 | −1,08 | 920 | 5,87 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 12 436 | 0,00 | 2 125 | 0,00 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 29 362 | −1,90 | 5 368 | 4,95 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 6 657 | 3,02 | 1 217 | 10,24 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 028 | 90,68 | 554 | 104,06 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 6 077 | −7,39 | 1 111 | −0,89 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2 503 | 15,03 | 458 | 23,18 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 70 947 | −2,50 | 12 124 | −2,49 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 64 | 100,00 | 12 | 120,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 65 262 | 4,63 | 11 931 | 11,93 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 3 807 | −1,32 | 696 | 5,46 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 583 | 0,00 | 107 | 8,08 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1 501 | 1,83 | 274 | 9,16 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1 145 | 209 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6 214 | 10,22 | 1 136 | 17,96 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 6 029 | 50,42 | 1 102 | 61,11 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 267 059 | 1,32 | 48 824 | 8,39 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 2 203 | 0,00 | 403 | 6,91 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 660 950 | 14,03 | 486 475 | 21,99 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 216 | −8,20 | 1 136 | −1,82 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 546 793 | 27,59 | 283 090 | 36,65 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 163 | 0,00 | 30 | 7,41 | ||||
| 2025-07-16 | 13F | American National Bank | 1 960 | 0,00 | 358 | 7,19 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 470 283 | −9,32 | 85 977 | −2,99 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 762 | 38,09 | 322 | 41,85 | ||||
| 2025-08-12 | 13F | Prudential Plc | 3 776 | −54,37 | 690 | −51,20 | ||||
| 2025-04-21 | 13F | Kraft Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 6 234 | 0,00 | 1 140 | 6,95 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 1 221 | 223 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 658 | 27,27 | 120 | 36,36 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 547 | −8,35 | 283 | −2,08 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 621 | 0,16 | 114 | 7,62 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 3 006 | 0,00 | 550 | 7,02 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 407 | −68,91 | 74 | −66,82 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 870 | 20,03 | 342 | 34,25 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 3 045 | 0,13 | 557 | 7,13 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 34 | 0,00 | 6 | 0,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 279 | −7,92 | 51 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 369 | −14,16 | 1 347 | −8,18 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 870 | 0,00 | 159 | 7,43 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 29 463 | −10,90 | 5 386 | −0,88 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 22 178 | 117,13 | 4 055 | 132,32 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 333 | 0,00 | 61 | 7,14 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 298 | 969 | ||||||
| 2025-04-21 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 13 566 | 18,60 | 2 535 | 35,63 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 38 146 | 7,23 | 6 974 | 14,71 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 031 | 12,68 | 188 | 20,51 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 6 955 | −70,39 | 1 189 | −71,60 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 1 611 232 | 5,73 | 294 565 | 13,11 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 911 | 0,00 | 349 | 7,06 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 15 631 | −1,31 | 2 858 | 5,58 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 36 818 | 27,04 | 6 731 | 35,90 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 2 145 | 0,00 | 392 | 7,10 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5 253 | −42,38 | 960 | −38,34 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 23 622 | 4 319 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 19 172 | −1,90 | 3 505 | 5,48 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7 664 | −2,78 | 1 401 | 4,01 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 3 536 | 13,41 | 604 | 8,83 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 25 822 | 1,05 | 4 721 | 8,11 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2 475 | 8,36 | 452 | 15,90 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 54 536 | −1,68 | 9 970 | 5,18 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 8 376 | 396,50 | 1 531 | 431,60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 44 730 | −2,26 | 8 143 | 4,46 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 21 021 | 27,25 | 4 | 50,00 | ||||
| 2025-05-06 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 215 | −65,15 | 39 | −62,86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 387 135 | 1,93 | 619 | 9,17 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 1 470 | 269 | ||||||
| 2025-04-03 | 13F | First Hawaiian Bank | 12 228 | −1,01 | 2 090 | −5,00 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 1 221 | 0,00 | 223 | 7,21 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 16 327 | 38,10 | 2 985 | 47,72 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 37 329 | −20,47 | 6 322 | −26,54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 106 077 | −0,66 | 202 213 | 6,28 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 66 537 | 0,66 | 12 164 | 7,68 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 3 730 | 3,90 | 682 | 11,09 | ||||
| 2025-04-24 | 13F | Patron Partners Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 121 | 0,00 | 22 | 10,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 17 027 | −0,43 | 3 113 | 6,50 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 2 057 | 352 | ||||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Intrust Bank Na | 91 195 | 3,41 | 16 672 | 10,64 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 5 105 | −79,08 | 933 | −77,63 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 2 592 | 474 | ||||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 197 159 | 4,33 | 36 045 | 11,62 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 20 093 | −2,91 | 3 673 | 3,87 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48 539 | 9,47 | 8 874 | 17,10 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 18 826 | 0,00 | 3 442 | 6,96 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 29 212 | 3,31 | 5 402 | 11,80 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 417 | 0,00 | 77 | 7,04 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 81 553 | 90,43 | 14 910 | 103,73 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 150 184 | −3,37 | 27 457 | 3,38 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 4 082 | 746 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 558 578 | 475,82 | 102 568 | 523,36 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 69 945 | 25 060,07 | 13 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 5 359 | 4,48 | 980 | 7,23 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 202 | 0,00 | 220 | 6,83 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15 036 | −3,78 | 2 749 | 2,92 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 086 | 201 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 2 532 | 7,74 | 463 | 15,21 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 622 | 297 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 287 257 | −21,31 | 52 516 | −15,81 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 241 | 0,00 | 44 | 7,32 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 773 | −10,01 | 139 | −4,79 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 599 | −33,59 | 109 | −29,22 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 409 396 | −4,40 | 74 846 | 2,27 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 3 569 | 1 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 5 780 | 1 057 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5 485 | 1 003 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 90 717 | 38,28 | 16 944 | 53,98 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 5 195 | −2,37 | 1 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 727 | 7,20 | 316 | 14,55 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 295 | −17,62 | 237 | −11,94 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 17 457 | 3,98 | 3 192 | 11,22 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 6 297 | 0,06 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 1 795 | 11,21 | 328 | 19,27 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 16 326 | −31,42 | 2 985 | −26,65 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 49 806 | 10,66 | 9 106 | 18,39 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 59 386 | −1,11 | 10 857 | 5,79 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 310 | −0,23 | 239 | 6,70 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 13 780 | −1,23 | 2 519 | 5,66 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 1 144 | 0 | ||||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 1 170 | −98,64 | 214 | −98,55 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 863 | 529 | ||||||
| 2025-08-11 | 13F | One Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Moderate Growth Managed Risk Portfolio Class II shares | 19 317 | −35,40 | 3 532 | −30,90 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 558 | 0,00 | 102 | 7,37 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 15 596 | 2,73 | 2 851 | 9,91 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 36 713 | −7,08 | 6 712 | −0,61 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 5 508 | 16,47 | 1 007 | 24,63 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 1 577 | −40,27 | 288 | −36,14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 46 490 | 0,38 | 8 499 | 7,39 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 46 966 | 22,06 | 8 586 | 25,31 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 182 195 | −29,42 | 33 309 | −24,67 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 4 279 | 37,59 | 1 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 2 251 | 0,00 | 414 | 13,77 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 4 222 | 0,00 | 772 | 6,93 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 1 800 | 0,00 | 329 | 7,17 | ||||
| 2025-08-05 | 13F | Allstate Corp | 54 336 | 34,65 | 9 934 | 44,04 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 30 200 | 5 521 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 68 745 | −2,43 | 12 568 | 4,39 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 578 | 0,00 | 106 | 7,14 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 41 | 0,00 | 7 | 0,00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | 1st Source Bank | 1 187 | 217 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 27 612 | −1,61 | 5 077 | 11,81 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 6 332 | 37,32 | 1 158 | 40,93 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 437 | −30,41 | 263 | −25,57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 569 180 | 15,70 | 104 057 | 23,78 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 1 706 | −14,49 | 312 | −8,53 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 50 455 | 1,75 | 9 224 | 8,86 | ||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3 243 | −28,68 | 593 | −23,81 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 29 491 | −1,85 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 348 | −44,14 | 64 | −40,57 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 3 176 | 71,40 | 581 | 83,54 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29 658 | −70,75 | 5 422 | −68,71 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 8 459 | −2,03 | 1 546 | 4,81 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18 471 | −23,51 | 3 377 | −18,18 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 14 687 | −0,22 | 2 685 | 6,76 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 1 994 | 0,00 | 365 | 7,06 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 7 315 | 1 337 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 50 164 | 632,86 | 9 171 | 684,52 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 410 188 | −6,82 | 74 991 | −0,32 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 13 972 | 4,08 | 2 554 | 11,33 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4 999 | −56,91 | 914 | −53,94 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 263 | −14,15 | 415 | −8,59 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 56 019 | −4,45 | 10 241 | 2,22 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 218 | 40 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 268 012 | 48 998 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 701 | −0,15 | 1 225 | 6,89 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 15 746 | −28,71 | 2 691 | −31,60 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 18 603 | 1,18 | 3 401 | 8,28 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | FLJSX - Franklin LifeSmart 2060 Retirement Target Fund Advisor Class | 475 | 11,76 | 81 | 8,00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 2 942 | 0,00 | 538 | 6,97 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 7 079 | −57,67 | 1 302 | −54,56 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 1 505 | −2,59 | 275 | 4,17 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 4 348 | 5,56 | 777 | 10,38 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 183 013 | 8,54 | 33 458 | 16,11 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 73 216 | −4,01 | 13 481 | 3,42 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 68 559 | 7,96 | 12 534 | 15,49 | ||||
| 2025-08-14 | 13F | Ssi Investment Management Llc | 41 825 | 68,49 | 7 646 | 80,25 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 74 | 0,00 | 14 | 8,33 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 185 | −51,70 | 34 | −49,23 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 3 627 | 0,14 | 663 | 7,28 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 377 | 13,51 | 617 | 21,46 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 12 197 | 0,05 | 2 230 | 7,01 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Allocation Portfolio Class I Shares | 25 110 | −31,56 | 4 591 | −26,78 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 345 616 | −7,17 | 63 186 | −0,69 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 363 | −87,07 | 1 529 | −86,18 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 40 520 | 6,23 | 7 408 | 13,64 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 65 244 | 19,03 | 11 150 | 14,22 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 819 | 0,83 | 333 | 7,79 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 46 825 | 14,65 | 8 561 | 22,65 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 472 | 0,00 | 84 | −2,35 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 6 660 | 11,09 | 1 218 | 18,85 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 819 372 | 5,54 | 149 798 | 12,91 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 178 | 0,00 | 215 | 6,97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 325 622 | 9,72 | 59 530 | 17,39 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 698 | −18,63 | 1 225 | −12,94 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 141 067 | −2,72 | 25 790 | 4,07 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 177 | 0,00 | 32 | 6,67 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 9 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Balentine LLC | 70 252 | −5,57 | 12 843 | 1,02 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 17 121 | −12,97 | 3 130 | −6,87 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 28 056 | 2,93 | 5 129 | 10,11 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 20 802 | 2,20 | 3 803 | 9,34 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 1 750 | −7,06 | 320 | −0,62 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 7 504 | −0,57 | 1 372 | 6,36 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16 539 | 30,31 | 3 024 | 39,44 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 32 539 | −6,18 | 5 949 | 0,37 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 22 189 | 4,57 | 4 057 | 11,86 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 8 593 | 1 571 | ||||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51 630 | 9,89 | 9 439 | 17,55 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 374 | −8,64 | 251 | −2,33 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 2 309 | −9,84 | 422 | −3,43 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 7 573 | −4,20 | 1 384 | 2,52 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 4 738 | −12,71 | 866 | −6,58 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4 073 | 37,00 | 745 | 46,46 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 081 | 0,00 | 563 | 7,03 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12 215 | 1,53 | 2 233 | 8,66 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 48 578 | −10,13 | 8 881 | −3,84 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 922 | 3,59 | 1 265 | 10,87 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 552 745 | 1,42 | 101 053 | 8,50 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 020 | −5,35 | 1 100 | 1,29 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 87 206 | 3,69 | 15 943 | 10,93 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22 177 | 18,64 | 4 054 | 26,93 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 55 846 | 23,70 | 10 210 | 32,34 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 57 023 | 2,78 | 9 745 | −1,37 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 2 106 | −14,08 | 385 | −7,89 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 8 121 | −2,77 | 1 485 | 3,99 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 19 277 | −1,08 | 3 524 | 5,83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 534 579 | −1,35 | 97 732 | 5,54 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 3 103 | 4,90 | 530 | 0,76 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 3 362 | 1,57 | 615 | 8,67 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 54 560 | 0,66 | 9 969 | 7,68 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 018 | −3,72 | 369 | 2,79 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 119 | 324,65 | 388 | 356,47 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 66 | 0,00 | 12 | 9,09 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 77 | 0,00 | 14 | 7,69 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 3 086 | 11,49 | 564 | 19,28 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 44 606 | 146,20 | 8 155 | 163,40 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 454 291 | 1,30 | 632 | 8,42 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 19 838 | 42,80 | 3 627 | 52,74 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 6 590 | 3,00 | 1 205 | 10,16 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 49 435 | 2,24 | 9 038 | 9,38 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 108 297 | −0,06 | 19 799 | 6,91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 153 841 | 5,56 | 28 125 | 12,93 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 5 394 | 2,26 | 922 | 2,33 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 29 726 | 1,01 | 5 435 | 8,07 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 206 297 | −3,98 | 37 715 | 2,73 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29 967 | 19,29 | 5 479 | 27,60 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 50 | 9 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 1 572 | 0,13 | 287 | 7,09 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 2 257 | 72,95 | 413 | 84,75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 136 279 | 4,62 | 23 289 | 0,40 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 8 652 | 34,58 | 1 582 | 43,99 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 153 118 | 2,23 | 27 993 | 9,37 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 6 132 | −0,71 | 1 121 | 6,26 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 32 782 | −11,05 | 6 077 | −1,68 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 66 754 | 7,05 | 12 204 | 14,53 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 16 256 | −12,20 | 3 | −33,33 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 117 722 | −8,17 | 21 522 | −1,76 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1 282 | −6,70 | 234 | 0,00 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 110 | 0,00 | 20 | 11,11 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 101 | −2,05 | 384 | 4,92 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 950 182 | −4,77 | 173 712 | 1,87 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3 587 | 656 | ||||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 92 271 | −1,85 | 16 869 | 5,00 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 331 | 0,00 | 61 | 7,14 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 11 320 | 21,93 | 2 070 | 30,45 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5 629 | −76,36 | 1 | −75,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 46 792 | 19,27 | 8 555 | 27,60 | ||||
| 2025-07-24 | 13F | Eastern Bank | 313 506 | 17,98 | 57 315 | 26,21 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-13 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 6 874 | 0,00 | 1 257 | 6,98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 14 667 824 | −5,44 | 2 681 571 | 1,16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 324 996 | 9,36 | 59 416 | 17,00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 2 441 | −14,95 | 446 | −8,98 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 215 | 0,00 | 39 | 8,33 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 220 093 | 4,35 | 40 237 | 11,64 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 321 | −60,85 | 59 | −58,57 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 150 | −14,29 | 27 | −6,90 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 12 207 | −7,75 | 2 232 | −1,33 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10 417 | 3,34 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 3 358 | 0,00 | 614 | 6,98 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 19 952 | 18,07 | 3 648 | 26,32 | ||||
| 2025-05-15 | 13F | Nia Impact Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 7 129 | 1 303 | ||||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 239 264 | 25,09 | 40 524 | 15,55 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 172 820 | 3,85 | 31 595 | 11,10 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1 102 | −12,12 | 201 | −6,07 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 816 | −41,25 | 515 | −37,24 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1 487 | 17,36 | 272 | 25,46 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 68 152 | −19,66 | 12 460 | −14,05 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 1 222 | −3,25 | 223 | 3,72 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 1 725 | 12,89 | 308 | 18,01 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock 60/40 Target Allocation ETF V.I. Fund Class I 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 | 454 973 | 4,51 | 83 178 | 11,81 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 40 700 | −7,83 | 7 441 | −1,40 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 2 438 | 0,66 | 446 | 7,75 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 14 482 | 20,58 | 2 648 | 29,00 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 7 754 | 26,70 | 1 418 | 30,12 | ||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 67 879 | −1,51 | 12 410 | 5,37 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 342 652 | −6,52 | 245 464 | 0,00 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 150 | 0,00 | 27 | 8,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 8 404 | −0,71 | 1 536 | 6,22 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 051 | 5,92 | 1 106 | 13,32 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 134 311 | −0,39 | 24 445 | 6,08 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 98 336 | 0,23 | 17 978 | 7,23 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 3 652 | −79,98 | 668 | −78,59 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 325 | −28,38 | 242 | −23,42 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 2 230 | 6,04 | 408 | 13,37 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 19 382 | −84,90 | 3 543 | −83,85 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Connable Office Inc | 98 993 | 18 098 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 100 | 0,00 | 567 | 6,99 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 931 | 47,99 | 1 633 | 58,29 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 4 735 | 866 | ||||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 9 126 | 1 688 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 13 010 | 2,18 | 2 378 | 9,33 | ||||
| 2025-07-09 | 13F | Exchange Bank | 2 231 | 0,00 | 408 | 6,82 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 118 687 | −46,20 | 21 698 | −42,44 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 2 644 | −11,33 | 483 | −5,11 | ||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 20/80 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 70 133 | −4,15 | 12 822 | 2,54 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 045 | 5,31 | 740 | 12,65 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 1 964 | −86,38 | 359 | −85,46 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 8 223 | 6,16 | 1 503 | 13,61 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 142 | 0,00 | 26 | 4,17 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 160 | 0 | ||||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 72 | 0,00 | 13 | 8,33 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 55 322 | 7,44 | 10 114 | 14,94 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 442 | 3,69 | 446 | 10,95 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 909 | −99,93 | 349 | −99,92 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 2 600 | 0,23 | 475 | 7,22 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 40 977 | 0,00 | 7 003 | 0,00 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 59 780 | −4,16 | 10 929 | 2,53 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 985 | 0,00 | 180 | 7,14 | ||||
| 2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 340 511 | 62 252 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 251 968 | 19,74 | 46 065 | 28,10 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 1 826 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 1 446 | 264 | ||||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 51 | 9 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 1 353 | 0,00 | 247 | 6,93 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 1 481 | 8,02 | 271 | 15,38 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 10 631 | 0,68 | 1 944 | 7,71 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 9 475 | −18,58 | 1 732 | −12,88 | ||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 6 100 | 2,57 | 1 115 | 9,74 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 99 761 | 2,31 | 18 238 | 9,46 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 4 016 | 13,00 | 734 | 20,92 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 3 582 | 0,00 | 655 | 6,86 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 21 653 | −2,37 | 3 959 | 4,46 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 1 735 | 0,00 | 317 | 7,09 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 14 506 | 67,14 | 2 652 | 78,76 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 75 | 0,00 | 14 | 8,33 | ||||
| 2025-07-23 | 13F | Hemenway Trust Co LLC | 1 500 | 0,00 | 274 | 7,03 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1 121 | 205 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 35 753 | −1,38 | 6 536 | 5,50 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 48 | 9 | ||||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 2 561 | −8,40 | 468 | −1,89 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 3 195 | 4,75 | 584 | 12,09 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 284 | 0,00 | 52 | 6,25 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 103 395 | −4,60 | 201 723 | 2,06 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 21 940 | −4,98 | 4 086 | 8,30 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1 872 | 0,16 | 342 | 7,21 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 54 | 0,00 | 10 | 0,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 576 078 | 3,20 | 105 319 | 10,40 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 478 050 | 1,96 | 5 937 618 | 9,08 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 112 302 | 15,04 | 20 531 | 23,07 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 29 296 | 6,04 | 5 431 | 14,77 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 156 | 0,00 | 29 | 7,69 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 1 332 | 244 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 8 701 | 7,94 | 1 591 | 15,47 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 3 067 | −1,76 | 561 | 5,07 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 2 357 | 431 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 23 700 | −15,80 | 4 358 | −9,40 | ||||
| 2025-07-14 | 13F | Argentarii, LLC | 2 113 | 0,00 | 386 | 6,93 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 21 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 626 943 | −1,21 | 114 618 | 5,69 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 5 648 | 38,57 | 1 033 | 48,28 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 102 248 | 29,66 | 18 693 | 38,71 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 136 889 | 2,41 | 25 | 13,64 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 92 642 | 9,16 | 16 937 | 16,78 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 309 879 | 2,43 | 56 652 | 9,58 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 2 800 | 0,43 | 512 | 7,35 | ||||
| 2025-06-26 | NP | DYNI - IDX DYNAMIC INNOVATION ETF | 15 253 | 2 583 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 057 | 0,00 | 193 | 7,22 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 4 043 | 0,00 | 739 | 7,10 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 6 941 | 1 269 | ||||||
| 2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 47 328 | 9,43 | 8 016 | 1,08 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 31 959 | 5,50 | 5 843 | 12,87 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 537 489 | 8,26 | 98 264 | 15,82 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 2 418 | 6,52 | 442 | 14,21 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 255 753 | −2,62 | 229 577 | 4,17 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 76 578 | 94,39 | 14 000 | 107,99 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 1 198 | 219 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160 669 | −26,56 | 29 374 | −21,43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 258 158 | 4,12 | 47 197 | 11,38 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 8 371 | 1,39 | 1 530 | 8,51 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 148 014 | −8,16 | 209 880 | −1,75 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 19 595 | −4,96 | 3 582 | 1,67 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 569 | −43,61 | 104 | −39,53 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 5 227 | −11,66 | 956 | −5,54 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Selects Managed Risk Portfolio (formerly Global Atlantic BlackRock Global Allocation Managed Risk Portfolio) Global Atlantic BlackRock Global Allocation Managed Risk Portfolio | 58 180 | −32,51 | 10 636 | −27,79 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 679 | 0,00 | 124 | 6,90 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 1 338 | −5,51 | 245 | 0,83 | ||||
| 2025-06-03 | 13F | Invst, LLC | 105 315 | −26,58 | 17 997 | −29,55 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 66 536 | −19,20 | 12 164 | −13,56 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 5 193 | 0,10 | 1 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Gsa Capital Partners Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 2 003 | 357 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 24 305 | −11,66 | 4 443 | −5,49 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 6 061 | −20,30 | 1 108 | −14,70 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 129 458 | 16,29 | 22 123 | 11,60 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 8 038 | 7,02 | 1 470 | 14,50 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2 426 | 0,00 | 444 | 7,00 | ||||
| 2025-05-28 | NP | FTCZX - Franklin Conservative Allocation Fund Advisor Class | 23 883 | 0,10 | 4 081 | −3,93 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 485 | 0,00 | 271 | 7,11 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 4 108 | 13,11 | 751 | 21,13 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 52 | 0,00 | 10 | 12,50 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 398 080 | −6,20 | 438 417 | 0,34 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 6 557 | 0,00 | 1 199 | 6,96 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 9 638 | 8,54 | 1 762 | 16,15 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 496 946 | 2,53 | 90 852 | 9,68 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 275 | −55,86 | 599 | −52,84 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 30 194 | 8,01 | 5 520 | 15,55 | ||||
| 2025-07-09 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 3 130 | 20,38 | 572 | 28,83 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1 223 | −11,63 | 224 | −5,51 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 26 497 | −4,64 | 4 844 | 2,02 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 3 594 | −13,13 | 657 | −6,94 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 507 | −1,57 | 2 | 0,00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 1 800 | −0,17 | 308 | −4,06 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 6 679 | 135,09 | 1 221 | 151,75 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 161 963 | −0,77 | 29 610 | 6,16 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 73 250 | 22,08 | 13 392 | 30,59 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 434 712 | −16,61 | 79 474 | −10,79 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 163 122 | −22,36 | 29 822 | −16,94 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 125 216 | −0,28 | 22 892 | 6,68 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 3 018 | 3,07 | 552 | 10,20 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2 067 | −21,70 | 378 | −16,41 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 60 750 | 6,32 | 11 106 | 13,74 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 8 742 | −1,85 | 1 598 | 4,99 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 60 857 | 40,72 | 11 126 | 50,54 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 32 728 | 18,18 | 5 983 | 21,33 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 12 936 | 7,94 | 2 365 | 15,49 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 3 927 | 0,18 | 718 | 7,32 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 985 | −1,52 | 546 | 5,42 | ||||
| 2025-08-14 | 13F | Ironvine Capital Partners, LLC | 1 227 | 4,07 | 224 | 11,44 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 607 | 104,99 | 1 391 | 119,24 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Growth Managed Risk Portfolio Class II shares | 74 195 | −33,52 | 13 564 | −28,88 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2 701 | −22,16 | 494 | −16,72 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 52 960 | 9 393 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 3 048 | −64,82 | 553 | −62,36 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 632 769 | 0,35 | 116 | 7,48 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 954 525 | 56,83 | 540 146 | 67,78 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 39 073 | 2,38 | 7 194 | 10,30 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 19 351 | 8,69 | 3 538 | 16,27 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 6 076 | 5,27 | 1 111 | 12,58 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 8 614 | −0,65 | 1 575 | 6,28 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 7 020 | 22,49 | 1 200 | 17,55 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 6 505 | −0,02 | 1 189 | 7,02 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1 597 | 44,52 | 292 | 54,79 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4 381 | 4,51 | 801 | 11,73 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 23 429 | −11,37 | 4 283 | −5,18 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 49 020 | 2,89 | 8 962 | 10,07 | ||||
| 2025-08-04 | 13F | Hicks Capital Management Llc | 12 189 | 1,76 | 2 228 | 8,90 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 2 134 | 11,15 | 390 | 18,90 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 20 649 | −0,98 | 3 775 | 5,95 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3 886 | −18,10 | 710 | −12,35 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 8 338 | −32,79 | 1 524 | −28,11 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 30 186 | 0,31 | 5 519 | 7,31 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 6 049 | 33,83 | 1 106 | 43,26 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 38 605 | 2,68 | 7 058 | 9,84 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 281 547 | 4,70 | 51 472 | 12,01 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 15 649 | 8,38 | 2 861 | 15,97 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 27 696 | −3,39 | 5 063 | 3,35 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 3 839 | 0,00 | 702 | 6,86 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 288 385 | −1,96 | 52 723 | 4,89 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 24 602 | 0,22 | 4 498 | 7,20 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 169 731 | −54,64 | 31 030 | −51,47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 922 | 108,13 | 169 | 124,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 555 382 | 8,16 | 101 534 | 15,71 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2 943 | 18,91 | 538 | 27,49 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 1 812 | 2,20 | 331 | 9,60 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 1 327 | 2,47 | 243 | 9,50 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 232 | 42 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 1 209 | 221 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 6 046 | 7,73 | 1 105 | 15,22 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 150 | 9,49 | 27 | 17,39 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 292 397 | −56,53 | 51 772 | −58,46 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 132 456 | 5,14 | 24 216 | 12,48 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 47 027 | −2,31 | 8 036 | −6,25 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 18 491 | 3,63 | 3 380 | 10,86 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 101 415 | 7,52 | 18 541 | 15,02 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 9 629 | −8,49 | 1 760 | −2,11 | ||||
| 2025-07-16 | 13F | Novem Group | 16 204 | 26,43 | 2 962 | 35,25 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 6 609 | 5,83 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 2 548 | 0,24 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 896 | 2,33 | 1 809 | 9,50 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 110 487 | 0,73 | 20 199 | 7,76 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 18 742 | 60,12 | 3 427 | 71,04 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17 800 | −16,75 | 3 254 | −10,92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 286 | 12,16 | 52 | 20,93 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 350 | 76,77 | 0 | |||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 35 267 | 69,56 | 6 448 | 81,40 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 17 453 | 5,27 | 3 191 | 12,60 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 6 019 | 0,32 | 1 100 | 7,32 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 435 845 | 5,31 | 79 681 | 12,67 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 718 | 131 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 182 | 33 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 302 641 | −0,35 | 55 329 | 6,61 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 8 024 | −9,37 | 1 371 | −13,01 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 687 094 | 1,94 | 125 615 | 9,06 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 1 873 | 0,11 | 342 | 7,21 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 2 620 | 7,07 | 479 | 14,35 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 434 | 0,00 | 79 | 6,76 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 112 020 | 5,52 | 20 479 | 12,88 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 2 578 | 0,00 | 471 | 7,05 |
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