Grundläggande statistik
| Institutionella ägare | 1169 total, 1169 long only, 0 short only, 0 long/short - change of −0,26% MRQ |
| Genomsnittlig portföljallokering | 0.5357 % - change of −0,67% MRQ |
| Institutionella aktier (lång) | 260 373 991 (ex 13D/G) - change of 28,13MM shares 12,11% MRQ |
| Institutionellt värde (lång) | $ 6 412 740 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab U.S. Small-Cap ETF (US:SCHA) har 1169 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 260,373,991 aktier. Största aktieägare inkluderar Empower Advisory Group, LLC, Bank Of America Corp /de/, Sei Investments Co, Financial Engines Advisors L.L.C., Northwestern Mutual Wealth Management Co, Creative Planning, Wealth Enhancement Advisory Services, Llc, Cerity Partners LLC, UBS Group AG, and Advisory Alpha, LLC .
Schwab Strategic Trust - Schwab U.S. Small-Cap ETF (ARCA:SCHA) 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 11, 2025 is 27,96 / share. Previously, on September 11, 2024, the share price was 24,36 / share. This represents an increase of 14,78% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 12 986 | 12,99 | 329 | 21,93 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8 078 | −39,19 | 204 | −34,41 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 8 464 | 214 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10 996 | 366 433,33 | 278 | −2,11 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 21 012 | −21,18 | 532 | −14,90 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 10 540 | 0,00 | 267 | 8,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 91 844 | −17,73 | 2 324 | −11,37 | ||||
| 2025-07-28 | 13F | Essex LLC | 383 537 | 0,22 | 9 703 | 8,22 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 11 736 | 0,20 | 297 | 8,03 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 729 019 | −2,34 | 18 444 | 5,45 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 47 817 | −0,94 | 1 210 | 6,99 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 29 985 | 1 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 418 282 | 3,20 | 10 583 | 11,44 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 482 | 12 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 1 404 | −77,01 | 36 | −75,52 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15 920 | −2,45 | 403 | 5,24 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 9 978 | 1 476,30 | 252 | 1 700,00 | ||||
| 2025-05-23 | 13F | Strategic Financial Services, Inc, | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 190 269 | 4 814 | ||||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 1 064 | 0,00 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 130 501 | 8,62 | 3 302 | 17,26 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 192 | −94,17 | 4 | −95,29 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 317 695 | −0,50 | 8 038 | 7,43 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 144 660 | −1,02 | 3 660 | 6,86 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 49 078 | 1,75 | 1 242 | 9,82 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 4 530 | 0,00 | 115 | 7,55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 691 657 | −5,05 | 17 499 | 2,53 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 19 626 | −0,25 | 497 | 7,59 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 644 | −0,26 | 193 | 7,82 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11 643 | −11,46 | 295 | −4,55 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 14 675 | −0,44 | 371 | 7,54 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 77 734 | −64,85 | 1 967 | −62,05 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 378 321 | 36 040 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 28 853 | 7,02 | 730 | 15,53 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 13 517 | 0,21 | 342 | 7,91 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 26 537 | 0,00 | 671 | 8,05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 16 944 | −10,04 | 429 | −2,95 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 191 864 | 6,07 | 4 854 | 14,54 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 28 425 | −6,26 | 1 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 137 | 111,73 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1 588 | 0,00 | 40 | 8,11 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 54 933 | −11,97 | 1 390 | −4,99 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 101 411 | 420,06 | 2 566 | 462,50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 156 807 | −5,98 | 3 967 | 1,54 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 34 510 | −3,70 | 873 | 4,05 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 21 503 | −0,02 | 544 | 8,15 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 320 575 | −0,01 | 8 111 | 7,97 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 489 345 | 12 380 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 36 873 | 8,61 | 933 | 17,23 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 188 522 | −3,58 | 4 770 | 4,10 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 2 949 | 0,07 | 75 | 7,25 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 17 454 | −6,36 | 442 | 1,15 | ||||
| 2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 255 541 | 0,00 | 6 465 | 7,98 | ||||
| 2025-08-07 | 13F | Commerce Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 629 | 16 | ||||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Berkeley, Inc | 18 559 | −0,84 | 470 | 7,08 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 125 548 | 14,34 | 3 176 | 23,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 109 465 | −2,40 | 28 070 | 5,39 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 67 948 | 1,40 | 1 719 | 9,49 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 6 402 | −18,23 | 162 | −12,02 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 8 465 | 214 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 109 984 | 9,38 | 2 657 | 21,05 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 375 | 9 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 8 820 | 175,62 | 223 | 201,35 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 144 969 | −4,55 | 28 968 | 3,07 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 32 408 | −12,90 | 820 | −5,97 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 31 989 | 2,70 | 809 | 10,97 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 691 | −1,78 | 321 | 6,29 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 600 | 0,00 | 66 | 8,33 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 124 | 0,00 | 3 | 50,00 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 17 416 | 0,00 | 441 | 7,84 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 33 432 | 3,66 | 846 | 11,92 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 41 407 | 6,61 | 1 048 | 15,05 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 20 131 | 0,28 | 509 | 8,30 | ||||
| 2025-08-11 | 13F | Somerset Group LLC | 12 154 | 0,00 | 307 | 8,10 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 19 388 | 94,46 | 491 | 110,30 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 038 | 3,59 | 26 | 13,04 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 13 317 | 337 | ||||||
| 2025-07-31 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 80 524 | −7,38 | 2 037 | 0,05 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 689 773 | 3,08 | 118 651 | 11,31 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 195 239 | 0,19 | 4 940 | 8,19 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 539 098 | 1,29 | 14 | 8,33 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 7 409 | 0,00 | 187 | 8,09 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 89 719 | 4,68 | 2 270 | 13,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67 618 | 135,34 | 1 711 | 154,09 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 114 768 | 10,01 | 2 904 | 18,78 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 9 811 | 0,01 | 248 | 8,30 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 13 427 | 340 | ||||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 99 876 | −1,81 | 2 527 | 6,00 | ||||
| 2025-08-25 | NP | SWYGX - Schwab Target 2040 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 2 292 420 | 8,57 | 57 998 | 17,23 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 278 | 0,00 | 7 | 16,67 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 127 064 | −6,51 | 3 213 | 0,91 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 697 105 | 1,34 | 17 637 | 9,43 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 22 962 | −11,42 | 581 | −4,45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 213 909 | 23,24 | 30 683 | 32,74 | ||||
| 2025-04-25 | 13F | Journey Beyond Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12 395 | 24,21 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 416 181 | 25,29 | 10 529 | 35,30 | ||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 18 718 | −5,90 | 474 | 1,50 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 676 | 17 | ||||||
| 2025-07-11 | 13F | CX Institutional | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 126 124 | −13,61 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 106 246 | −0,97 | 2 688 | 6,96 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 576 | 0,00 | 40 | 8,33 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 14 303 | 0,33 | 362 | 8,08 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 149 263 | 13,12 | 3 776 | 22,16 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 101 946 | 2,09 | 2 579 | 10,26 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 292 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 526 | 13 | ||||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 40 119 | 1,73 | 1 015 | 9,85 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 40 453 | −0,36 | 1 023 | 7,57 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 15 477 | 0,00 | 392 | 8,01 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 407 961 | −6,93 | 10 321 | 0,50 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 18 665 | −2,90 | 472 | 4,89 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16 847 | −1,99 | 426 | 5,97 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 916 117 | 9,22 | 23 178 | 17,93 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 44 843 | 0,00 | 1 051 | 0,00 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 49 729 | 1 258 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 96 707 | 5,09 | 2 447 | 13,45 | ||||
| 2025-08-25 | NP | SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 437 500 | 4,37 | 11 069 | 12,70 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 888 753 | 3,85 | 73 085 | 12,14 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 36 349 | 0,95 | 920 | 9,02 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 11 837 | 22,06 | 299 | 31,72 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 22 960 | 0,00 | 581 | 8,01 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 61 085 | 12,34 | 1 545 | 21,27 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 14 792 | −1,75 | 374 | 6,25 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 91 831 | 0,55 | 2 323 | 8,60 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 8 584 | 0,06 | 217 | 7,96 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 37 915 | 1,78 | 959 | 9,98 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 31 602 | −1,50 | 800 | 6,39 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 388 420 | 2,10 | 9 827 | 10,25 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 13 242 | 335 | ||||||
| 2025-08-05 | 13F | Code Waechter LLC | 90 079 | −5,94 | 2 279 | 113 800,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 24 497 | 6,70 | 620 | 15,27 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 431 489 | 5,18 | 10 917 | 13,58 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 9 626 | 0,00 | 244 | 8,00 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 19 614 | 9,65 | 496 | 18,38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 28 570 | 0,13 | 723 | 8,23 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 51 396 | −1,60 | 1 300 | 6,30 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 12 389 | 0,02 | 313 | 7,93 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8 596 | −2,55 | 217 | 5,34 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 79 769 | 3,46 | 2 | 100,00 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 8 840 | 0,00 | 224 | 7,73 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 220 297 | −3,18 | 5 574 | 8,51 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 8 311 | 210 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1 925 | 0,16 | 49 | 6,67 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 997 761 | 9,08 | 25 243 | 17,79 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 410 | −6,91 | 61 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 23 888 | 7,69 | 604 | 16,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 85 403 | 5,40 | 2 161 | 13,80 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 257 390 | −4,92 | 6 512 | 2,66 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 15 656 | 0,00 | 396 | 8,20 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 15 510 | 392 | ||||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 640 | 0,00 | 16 | 14,29 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 524 | 0,00 | 13 | 8,33 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 10 165 | 0,96 | 257 | 9,36 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 99 569 | −0,91 | 2 519 | 7,01 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 213 419 | −0,61 | 5 399 | 7,31 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 3 428 | 0,82 | 87 | 8,86 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 139 941 | −17,33 | 3 541 | −10,74 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 6 781 | 23,20 | 172 | 33,59 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 6 804 | 0,32 | 172 | 8,86 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 64 644 | −19,64 | 1 635 | −13,22 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 27 781 | −4,36 | 703 | 3,24 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 4 077 | 56,33 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 007 | 67,46 | 127 | 80,00 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 558 | 0,00 | 14 | 7,69 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 144 123 | 1,17 | 3 646 | 10,18 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 52 | 0,00 | 1 | 0,00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 15 615 | −4,55 | 395 | 3,13 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 14 329 | −16,69 | 363 | −9,95 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 825 354 | −1,24 | 96 781 | 6,64 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 44 517 | 1 126 | ||||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management 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 | 93 690 | 4,29 | 2 370 | 12,64 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 709 035 | 11,99 | 17 939 | 20,92 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 072 | 0,00 | 0 | |||||
| 2025-04-29 | 13F | Callan Capital, LLC | 94 156 | 0,00 | 2 206 | −9,37 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 116 848 | 261,40 | 2 956 | 290,49 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 25 057 | −3,64 | 634 | 3,94 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 14 932 | −10,66 | 378 | −3,58 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 25 739 | 2,37 | 663 | 12,78 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 104 383 | 1,04 | 2 641 | 9,09 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 4 495 | 0,07 | 114 | 7,62 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 248 828 | −3,67 | 6 295 | 4,02 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 196 417 | −5,97 | 4 969 | 1,53 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 734 894 | 0,82 | 18 593 | 109 264,71 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 20 529 | 32,09 | 519 | 42,58 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 41 398 | 3,27 | 1 047 | 11,50 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 31 044 | 15,31 | 785 | 24,60 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 18 471 | 0,01 | 467 | 8,10 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 18 184 | −43,84 | 460 | −39,31 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 441 378 | −1,61 | 11 | 10,00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 186 476 | 3,18 | 4 718 | 11,41 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 149 392 | −4,36 | 3 780 | 3,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 450 | −66,34 | 315 | −63,74 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 35 600 | 0,00 | 901 | 7,91 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 48 232 | 2,84 | 1 220 | 11,11 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 16 240 | 0,17 | 415 | 9,23 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 576 440 | 481,64 | 14 584 | 528,04 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 14 438 | −0,55 | 365 | 7,35 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 20 630 | 54,40 | 522 | −20,70 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21 563 | 7,65 | 569 | 23,97 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 64 885 | 1,29 | 1 642 | 9,40 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 34 285 | 0,29 | 867 | 8,38 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10 962 | 0,02 | 282 | 15,57 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 50 678 | 0,00 | 1 282 | 8,00 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 62 833 | 0,04 | 1 590 | 8,02 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 216 933 | −12,18 | 5 488 | −5,17 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1 513 244 | 7,27 | 38 285 | 15,83 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 912 202 | −1,18 | 48 379 | 6,71 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3 646 | 0,00 | 0 | |||||
| 2025-07-24 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 489 345 | −1,63 | 11 823 | −15,72 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 186 387 | −2,66 | 4 716 | 5,10 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 28 895 | −18,30 | 731 | −11,71 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 13 865 | −31,79 | 351 | −26,47 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 14 273 | −14,16 | 361 | −7,20 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 480 606 | 26,95 | 12 159 | 37,08 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 254 871 | −5,32 | 6 448 | 2,25 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 430 | 0,00 | 11 | 0,00 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 15 480 | 0,00 | 363 | −9,50 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 87 844 | −6,51 | 2 222 | 0,95 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 648 | −35,07 | 16 | −27,27 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 11 738 | 3,58 | 297 | 11,70 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 8 696 | 220 | ||||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 77 293 | −8,02 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 900 | 0,00 | 23 | 4,76 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 616 | −33,50 | 41 | −28,57 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 8 800 | −8,33 | 223 | −0,89 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 242 681 | −3,74 | 6 140 | 3,93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 400 | −43,24 | 213 | −38,73 | |||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 496 | 0,00 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 77 824 | 277 842,86 | 1 969 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 596 | 0,00 | 15 | 15,38 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 11 755 | 8,35 | 297 | 16,93 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 36 823 | 61,46 | 932 | 74,34 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 11 489 | 4,81 | 291 | 13,28 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 25 544 | −1,99 | 646 | 5,90 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 118 912 | 0,08 | 3 008 | 8,08 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 61 768 | −7,44 | 1 563 | −0,06 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 45 261 | −1,84 | 1 145 | 6,02 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 393 084 | 0,92 | 9 945 | 8,99 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 14 137 | 4,45 | 358 | 12,62 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 10 610 | −0,47 | 277 | 20,43 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 188 | 0,00 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 231 612 | −2,16 | 5 860 | 8,76 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 10 709 | −8,52 | 278 | 3,75 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 23 768 | 4,32 | 601 | 12,76 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 316 464 | 2,52 | 8 003 | 10,66 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 174 377 | 204,26 | 4 | 300,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 18 148 | −6,64 | 459 | 0,88 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 16 481 | 0,00 | 417 | 7,77 | ||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Outfitter Financial LLC | 134 951 | 0,77 | 3 414 | 8,83 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 17 062 | 0,06 | 432 | 8,02 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 161 992 | 8,86 | 3 795 | −1,38 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 594 508 | −9,38 | 15 041 | −2,15 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 76 396 | 18,91 | 1 933 | 28,37 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 14 818 | −0,52 | 375 | 7,16 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8 713 | −18,30 | 220 | −20,00 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 134 442 | −4,71 | 3 401 | 2,90 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 726 | 0,00 | 18 | 5,88 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 33 341 | −10,17 | 844 | −2,99 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21 148 | 21,80 | 535 | 31,77 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 24 458 | 0,41 | 619 | 8,42 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 175 775 | −4,80 | 4 447 | 2,80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4 652 197 | 67,19 | 121 329 | 86,10 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 59 973 | 0,18 | 1 517 | 8,20 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 890 531 | −18,67 | 98 430 | −12,18 | ||||
| 2025-04-10 | 13F | Floyd Financial Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2 700 | 0,00 | 68 | 7,94 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 575 874 | 5,12 | 14 570 | 13,51 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 15 612 | 395 | ||||||
| 2025-04-28 | 13F | Sebold Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 86 087 | 66,48 | 2 178 | 62,90 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 50 352 | −0,03 | 1 274 | 7,88 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 911 | 225 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 53 170 | −20,95 | 1 345 | −14,60 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 9 104 | −24,88 | 230 | −18,73 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 17 039 | −83,70 | 431 | −82,39 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 43 502 | 8,45 | 1 101 | 17,15 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 116 583 | 2,20 | 2 950 | 10,37 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 309 945 | 0,60 | 8 186 | 15,77 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 369 | 0,27 | 9 | 12,50 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 10 974 | 0,01 | 278 | 7,78 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 532 | 0,00 | 13 | 8,33 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 818 622 | −4,34 | 20 711 | 3,29 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 317 292 | −8,15 | 8 027 | −0,82 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 37 587 | 6,94 | 951 | 15,43 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 20 877 | 22,80 | 528 | 32,66 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 21 930 | 0,00 | 555 | 7,99 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 56 138 | −1,07 | 1 420 | 6,85 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 12 576 | 0,00 | 318 | 8,16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 15 886 | −0,14 | 402 | 7,80 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 6 782 | 0,27 | 172 | 8,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 78 560 | −22,27 | 1 988 | −16,09 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 13 107 | −4,05 | 342 | 6,56 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 537 089 | 20,69 | 13 588 | 30,33 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 934 | −18,18 | 353 | −11,78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 597 667 | 6,85 | 15 | 15,38 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 098 | 28 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 495 | 215 | ||||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 127 | 3 | ||||||
| 2025-04-22 | 13F | Park Capital Management, LLC / WI | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10 750 | −1,88 | 272 | 5,86 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 4 174 | 106 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 20 158 | 0,05 | 510 | 7,84 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 54 385 | −0,56 | 1 376 | 7,34 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 24 039 | 3,72 | 608 | 11,97 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 8 142 | 206 | ||||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 40 190 | 295,49 | 1 017 | 326,89 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 203 809 | −8,03 | 5 156 | −0,69 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 132 589 | −14,02 | 3 355 | −7,17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 553 255 | −8,19 | 13 997 | −0,86 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 9 034 | −50,17 | 237 | −41,44 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 909 449 | 26,66 | 48 309 | 36,77 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 55 290 | 1,97 | 1 399 | 10,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 45 501 | 37,62 | 1 151 | 48,71 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 17 681 | 76,37 | 447 | 91,03 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 17 487 | −10,27 | 442 | −3,07 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 16 963 | −2,56 | 0 | |||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 47 945 | −1,61 | 1 213 | 6,31 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 63 477 | −11,41 | 1 606 | −4,35 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 19 408 | 14,37 | 491 | 23,68 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 910 | 0,00 | 23 | 9,52 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 55 000 | 0,00 | 1 392 | 8,00 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 32 861 | −19,71 | 831 | −13,26 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 742 | −11,67 | 19 | −5,26 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 15 445 | 12,94 | 391 | 21,88 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 9 714 | −23,43 | 246 | −17,51 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 20 057 | −1,35 | 507 | 6,51 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 838 326 | −3,47 | 71 810 | 4,23 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 93 624 | 72,68 | 2 369 | 86,46 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8 215 | 1,16 | 208 | 8,95 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 416 828 | −3,84 | 10 546 | 3,83 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 54 295 | −2,02 | 1 374 | 5,78 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 76 | −58,70 | 0 | |||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 11 669 | 295 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 88 943 | −0,46 | 2 290 | 9,41 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 19 135 | 6,88 | 484 | 15,51 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 42 119 | 0,59 | 1 066 | 8,56 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 808 | −37,85 | 20 | −33,33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 202 093 | 323,09 | 5 113 | 356,84 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 48 002 | −2,79 | 1 214 | 5,02 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5 602 | 0,00 | 142 | 7,63 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 107 250 | −3,36 | 2 713 | 4,35 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 352 | 0,00 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 245 | 33,37 | 487 | 43,79 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 97 822 | 41,13 | 2 475 | 52,34 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 106 856 | −2,83 | 2 704 | 4,93 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 9 174 | 0,00 | 232 | 8,41 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 000 | 0,00 | 76 | 7,14 | ||||
| 2025-05-15 | 13F | Jentner Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 562 | 0,00 | 14 | 7,69 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 49 027 | 0,23 | 1 240 | 8,20 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 137 237 | −6,46 | 3 472 | 1,02 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 601 692 | 0,45 | 15 223 | 8,47 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 140 939 | 13,35 | 3 566 | 22,38 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 690 750 | 1,37 | 17 476 | 9,46 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 9 654 | 0,31 | 252 | 24,88 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 53 065 | 3,52 | 1 343 | 11,74 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 19 025 | −12,06 | 481 | −4,94 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 356 205 | 1,54 | 9 012 | 9,64 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 48 640 | −0,71 | 1 231 | 7,24 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 17 110 | 0,33 | 433 | 8,27 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 982 950 | 3,57 | 24 869 | 11,83 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 662 | 0,00 | 67 | 8,06 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 87 742 | 0,00 | 2 220 | 7,98 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 31 122 | 0,00 | 787 | 7,96 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 17 114 | 13,70 | 433 | 22,73 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 749 | −1,55 | 677 | 6,29 | ||||
| 2025-07-16 | 13F | Flower City Capital | 8 734 | 0,00 | 221 | 7,84 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 11 966 | 5,67 | 303 | 13,96 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 480 | 2,56 | 139 | 10,40 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11 495 | 291 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 49 698 | −18,89 | 1 257 | 0,48 | ||||
| 2025-07-25 | 13F | Gordian Advisors LLC | 141 882 | −4,70 | 3 590 | 2,90 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 37 960 | −4,33 | 960 | 3,34 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 652 | 0,00 | 16 | 6,67 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 97 919 | 0,17 | 2 294 | −9,26 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 270 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 029 | 118,92 | 153 | 137,50 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 33 828 | −7,54 | 856 | −0,23 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 10 306 | 261 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 201 | 0,00 | 5 | 25,00 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 48 640 | 0,00 | 1 231 | 7,99 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 86 167 | −8,37 | 2 019 | −16,99 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 480 | −4,54 | 63 | 3,33 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 72 640 | −24,36 | 1 838 | −18,36 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | −97,68 | 18 | −97,75 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 15 494 | 0,00 | 392 | 7,71 | ||||
| 2025-07-16 | 13F | American National Bank | 366 | 9 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 89 284 | 2 259 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 30 671 | 25,17 | 776 | 35,02 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 790 | 0,00 | 71 | 7,69 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 3 676 968 | −3,24 | 93 027 | 4,53 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 50 404 | −4,53 | 1 275 | 3,07 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 350 000 | 8 855 | ||||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 1 129 803 | 1,83 | 28 584 | 9,96 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 50 812 | 9,43 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 120 375 | 8,93 | 3 045 | 17,61 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 708 | 395,10 | 18 | 466,67 | ||||
| 2025-05-06 | 13F | Goepper Burkhardt LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 964 | 0,00 | 24 | 9,09 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 98 | 2 | −94,87 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 16 673 | 3,51 | 422 | 11,67 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 14 291 | 7,44 | 362 | 16,08 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 409 | −25,70 | 263 | −19,82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 37 700 | 0,00 | 954 | 7,93 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 17 641 | −2,22 | 461 | 11,11 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 253 178 | −3,32 | 6 405 | 4,40 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 8 045 | 204 | ||||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 42 981 | −3,33 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 7 610 | 0,00 | 193 | 7,87 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 200 424 | 26,63 | 5 071 | 36,73 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 81 074 | 329,71 | 2 051 | 364,03 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 1 838 196 | 1,46 | 46 506 | 9,56 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 44 045 | −1,36 | 1 114 | 6,50 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 4 058 | −11,34 | 103 | −4,67 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 14 850 | 2,26 | 376 | 10,29 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 66 994 | 15,73 | 1 695 | 24,93 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 15 457 | −8,59 | 391 | −1,01 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 311 482 | −1,70 | 33 180 | 6,15 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 727 | 5,32 | 221 | 2,80 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 101 069 | 11,78 | 2 368 | 1,28 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 13 802 | 1,02 | 349 | 9,06 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 620 787 | 0,90 | 15 706 | 8,95 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 9 380 | 2,00 | 237 | 10,23 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 77 644 | −1,58 | 1 964 | 6,28 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 335 | 2,86 | 55 | −6,90 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 4 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 3 500 | −12,50 | 89 | −5,38 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 124 597 | 0,03 | 3 152 | 8,02 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 24 502 | 0,00 | 620 | 7,84 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26 796 | −2,30 | 678 | 5,45 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 51 388 | 4,72 | 1 300 | 13,14 | ||||
| 2025-08-13 | 13F | Finer Wealth Management, Inc. | 35 231 | −10,30 | 891 | −3,15 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 24 576 | 0,11 | 622 | 8,00 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 59 781 | 7,54 | 1 401 | −4,57 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 727 304 | 18,11 | 18 401 | 27,54 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 270 734 | 5,84 | 6 850 | 14,28 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 70 851 | 6,37 | 1 793 | 14,87 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 13 709 | −0,84 | 347 | 7,12 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 17 059 | −3,40 | 432 | 4,36 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 18 216 | 28,34 | 461 | 38,55 | ||||
| 2025-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 16 322 | 0 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 79 017 | −1,20 | 1 999 | 6,73 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 8 705 | −3,94 | 220 | 3,77 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 13 618 | −0,06 | 345 | 7,84 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 91 826 | −96,22 | 2 | −96,43 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 52 976 | 9,54 | 1 340 | 18,27 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 15 048 | −11,16 | 381 | −4,04 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 32 449 | 7,35 | 821 | 15,82 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 471 014 | 1,10 | 11 917 | 9,17 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 4 488 | 0,00 | 114 | 7,62 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 12 464 | 0,00 | 315 | 7,88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 12 873 | 27,18 | 326 | 37,13 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 9 493 | −10,06 | 245 | −1,21 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 136 441 | 3 452 | ||||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 10 260 | −7,03 | 260 | 0,39 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51 200 | 22,78 | 1 295 | 32,55 | |||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 4 360 | 0,00 | 110 | 7,84 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 10 520 | 0,00 | 266 | 8,13 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 14 048 | 2,24 | 329 | −7,32 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 623 632 | 7,29 | 16 545 | 22,53 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 15 505 | 0,00 | 62 | 6,90 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 780 | 0,26 | 20 | 11,11 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 183 484 | −7,67 | 4 642 | −0,30 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 194 413 | −31,66 | 4 919 | −26,21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 30 637 | −35,27 | 775 | −30,12 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 16 032 | 0,31 | 406 | 8,29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 14 626 | 0,08 | 370 | 9,47 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 15 459 | 73,62 | 391 | 87,98 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 94 480 | 0,05 | 2 390 | 8,05 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 34 525 | −39,41 | 873 | −34,61 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 13 385 | 339 | ||||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 8 036 | 203 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 36 | 0,00 | 1 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 167 046 | 1,94 | 4 226 | 10,08 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 17 289 | −47,70 | 437 | −43,54 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 35 559 | −1,66 | 900 | 6,14 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 61 405 | 172,50 | 1 302 | 146,87 | ||||
| 2025-04-10 | 13F | TruWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 26 006 | −4,91 | 658 | 2,66 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 58 | 2 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 143 570 | −22,85 | 3 632 | −16,70 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 603 | 0,00 | 41 | 8,11 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 44 000 | 0,00 | 1 113 | 8,06 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 109 874 | 0,39 | 2 780 | 8,39 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 30 439 | 0,68 | 770 | 8,76 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 627 780 | −0,30 | 15 883 | 7,65 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 32 712 | 17,89 | 828 | 27,23 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 166 817 | 1,63 | 4 220 | 9,75 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 76 | 0,00 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 35 168 | 17,01 | 1 | |||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 10 537 | 0,02 | 267 | 8,13 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 8 273 | −8,74 | 209 | −1,42 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 20 774 | −23,03 | 526 | −16,93 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 248 163 | −10,67 | 6 279 | −3,53 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 344 153 | −3,31 | 8 707 | 4,41 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 29 009 | 0,09 | 734 | 7,95 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 68 991 | −10,49 | 1 745 | −3,32 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 431 299 | −3,76 | 10 912 | 3,91 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 21 637 | −39,40 | 547 | −34,57 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 16 240 | 0,01 | 411 | 7,89 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 182 999 | 9,38 | 4 178 | −6,51 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 83 441 | 6,69 | 2 111 | 15,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 99 830 | −3,88 | 2 526 | 3,78 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 34 536 | −16,36 | 874 | −9,72 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 551 | −43,93 | 166 | −39,56 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 46 628 | −2,68 | 1 180 | 5,08 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 16 773 | 5,78 | 424 | 14,29 | ||||
| 2025-07-31 | 13F | City State Bank | 150 | 0,00 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 13 523 | −27,49 | 342 | −21,56 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 18 334 | 7,61 | 464 | 16,04 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 5 197 | −6,58 | 131 | 0,77 | ||||
| 2025-08-14 | 13F | Acas, Llc | 20 638 | −1,16 | 556 | 15,87 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 130 701 | 3,73 | 3 | 50,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 249 737 | 6,82 | 6 318 | 15,36 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 290 580 | −8,81 | 7 352 | −1,54 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 30 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 803 | 0,38 | 20 | 11,11 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 222 162 | −1,71 | 30 921 | 6,13 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 46 681 | −5,10 | 1 181 | 2,52 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 730 | −20,64 | 145 | −14,79 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 145 569 | −10,79 | 3 683 | −3,69 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 124 698 | 12,34 | 3 155 | 21,31 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 43 102 | −0,51 | 1 090 | 7,39 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 14 132 | 0,31 | 358 | 8,18 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 962 531 | 6,20 | 24 352 | 14,67 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 126 148 | 2,80 | 3 192 | 10,99 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 340 847 | −51,18 | 8 623 | −47,29 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 17 600 | 10,78 | 445 | 19,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 65 242 | −4,66 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 15 272 | 386 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 5 277 | 1,54 | 134 | 9,92 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 95 297 | −0,43 | 2 411 | 7,54 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 8 577 | 217 | ||||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 8 097 | −60,20 | 211 | −55,67 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 88 818 | −9,81 | 2 247 | −2,60 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 88 769 | 22,63 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 599 619 | −2,59 | 15 170 | 5,19 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 2 072 513 | −0,98 | 48 559 | −10,28 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-25 | NP | SWYJX - Schwab Target 2055 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1 962 982 | 12,12 | 49 663 | 21,06 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 41 327 | −0,95 | 1 046 | 6,96 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 2 000 | 0,00 | 51 | 8,70 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 339 | 0,00 | 34 | 6,45 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 50 777 | 1,91 | 1 285 | 10,03 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 14 989 | −12,74 | 379 | −5,72 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 8 378 | 0,34 | 219 | 19,78 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 46 003 | 0,00 | 1 164 | 7,99 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4 160 | 0,00 | 105 | 8,25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 315 848 | 327,98 | 7 991 | 362,12 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 21 486 | 0,10 | 544 | 8,17 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 278 250 | −8,68 | 7 040 | −1,40 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 14 733 | 373 | ||||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 25 851 | 2,80 | 654 | 11,04 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 64 574 | 323,02 | 1 634 | 357,42 | ||||
| 2025-05-15 | 13F | Options Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Souders Financial Advisors | 38 738 | −41,95 | 980 | −37,30 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 752 | 0,44 | 247 | 8,37 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 68 651 | 42,36 | 1 737 | 53,76 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 18 230 | 96,53 | 461 | 112,44 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 384 | 0,00 | 10 | 12,50 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 329 | 211 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 91 | 2 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 135 752 | 87,37 | 3 435 | 102,36 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 27 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 118 330 | 35,82 | 2 994 | 46,64 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 23 431 | 23,12 | 593 | 33,03 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 84 | −86,75 | 2 | −85,71 | ||||
| 2025-04-15 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 98 | 2 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 34 094 | −3,96 | 863 | 3,73 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 278 228 | −34,28 | 7 039 | −29,03 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10 788 | −14,72 | 273 | −8,11 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 13 280 | −16,39 | 336 | −9,95 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 10 198 | −84,53 | 258 | 20,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 124 | −16,33 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 682 705 | 2,99 | 17 272 | 11,22 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 326 | 0,00 | 8 | 14,29 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 810 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42 316 | 10,03 | 1 105 | 32,97 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 380 | −3,60 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20 451 | 5,86 | 517 | 3,61 | ||||
| 2025-08-25 | NP | SWYFX - Schwab Target 2035 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1 561 116 | 8,91 | 39 496 | 17,60 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 610 | 15 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 245 022 | −45,98 | 6 | −45,45 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 41 902 | 0,00 | 1 060 | 8,05 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 30 957 | −64,71 | 783 | −61,90 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 38 007 | 0,00 | 962 | 7,98 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WP Advisors, LLC | 24 087 | 0,33 | 609 | 8,36 | ||||
| 2025-08-27 | 13F/A | Putney Financial Group LLC | 1 016 | 0,00 | 26 | 8,70 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 11 100 | 0,00 | 281 | 7,69 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 43 871 | 3,40 | 1 110 | 24,61 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 40 645 | −61,36 | 1 028 | −58,28 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 107 648 | 94,55 | 2 724 | 110,11 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 167 | 55 | ||||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 13 857 | −5,02 | 351 | 2,64 | ||||
| 2025-07-30 | 13F | Lafayette Investments, Inc. | 9 824 | 0,00 | 249 | 7,83 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 18 135 | 0,01 | 459 | 8,02 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 71 225 | −38,62 | 1 802 | −33,76 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 68 694 | −4,38 | 1 738 | 3,21 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 100 197 | 86,31 | 2 578 | 104,60 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 18 943 | −14,68 | 479 | −7,88 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 66 277 | 8,19 | 1 677 | 16,79 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 12 800 | 0,00 | 324 | 8,03 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 3 629 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 57 125 | −7,37 | 1 445 | 0,07 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 28 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 171 835 | 28,33 | 4 347 | 38,57 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 22 798 | −1,93 | 577 | 5,88 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 80 196 | −8,57 | 2 029 | −1,31 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 64 794 | −7,47 | 1 639 | −0,06 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 9 104 | 20,30 | 230 | 29,94 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 34 120 | −77,75 | 863 | −75,98 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 15 932 | 20,83 | 403 | 31,70 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | One Day In July LLC | 17 878 | 452 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 682 | 505,59 | 93 | 564,29 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 23 | 21,05 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 132 206 | 3,91 | 3 345 | 12,21 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 8 371 | 212 | ||||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 064 | −7,77 | 78 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7 729 | 21,37 | 196 | 30,87 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 870 | 22 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 6 290 | 159 | ||||||
| 2025-07-08 | 13F | First International Bank & Trust | 122 760 | −28,54 | 3 106 | −22,84 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 651 298 | 27 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 35 478 | 88,62 | 898 | 103,86 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 585 917 | −2,27 | 15 | 0,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 15 615 | −4,55 | 395 | 3,13 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 19 836 | 1,59 | 502 | 9,63 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 67 306 | 0,93 | 1 703 | 8,96 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 8 324 | 211 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 1 200 | −62,85 | 30 | −60,00 | ||||
| 2025-08-25 | NP | SWYHX - Schwab Target 2045 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management 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 | 1 750 635 | 8,73 | 44 291 | 17,41 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 30 880 | −22,79 | 781 | −16,65 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 949 | 20,40 | 657 | 30,16 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 20 854 | 528 | ||||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 17 154 | 0,03 | 434 | 8,23 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 19 766 | 0,00 | 500 | 7,99 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 2 569 | 29,29 | 65 | 39,13 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 29 889 | −9,91 | 756 | −2,70 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 91 941 | 6,65 | 2 326 | 15,21 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 14 548 | 0,00 | 368 | 8,24 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 24 386 | −2,40 | 617 | 5,30 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 92 061 | 11,55 | 2 329 | 20,49 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 24 396 | 0,00 | 617 | 8,06 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 550 | 0,00 | 90 | 7,23 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 182 741 | 11,60 | 4 623 | 20,52 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 10 962 | 0,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 97 347 | −2,54 | 2 463 | 5,21 | ||||
| 2025-08-04 | 13F | Balentine LLC | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 1 551 114 | 24,48 | 39 | 34,48 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1 129 | 0,00 | 29 | 7,69 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 192 161 | 46,75 | 4 862 | 58,44 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 703 | 204 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 003 | 0,10 | 25 | 8,70 | ||||
| 2025-05-15 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 121 548 | −0,88 | 3 075 | 7,03 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 17 160 | 3,61 | 434 | 11,86 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 21 062 | −0,71 | 533 | 7,26 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 1 728 | 0,00 | 44 | 7,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 976 874 | −14,67 | 75 315 | −7,86 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 25 588 | 0,00 | 647 | 8,01 | ||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 37 457 | −10,89 | 948 | −3,76 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 3 402 | 86 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 125 314 | −2,55 | 3 170 | 5,25 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 204 578 | 7,48 | 5 286 | 18,55 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 71 510 | 0,98 | 1 809 | 9,04 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 189 532 | 0,25 | 4 795 | 8,26 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 |
