Grundläggande statistik
Institutionella ägare | 1168 total, 1168 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) | 260 351 913 (ex 13D/G) - change of 28,13MM shares 12,11% MRQ |
Institutionellt värde (lång) | $ 6 411 648 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab U.S. Small-Cap ETF (US:SCHA) har 1168 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 260,351,913 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 12, 2025 is 27,70 / share. Previously, on September 16, 2024, the share price was 25,29 / share. This represents an increase of 9,53% 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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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 | ||||
2025-04-10 | 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 | |||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 19 332 | −0,82 | 489 | 7,24 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 187 801 | 3,35 | 4 751 | 11,60 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 12 168 | 0,01 | 308 | 7,72 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 40 005 | 6,17 | 1 012 | 14,74 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 18 295 | 0,85 | 463 | 8,71 | ||||
2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Climber Capital SA | 55 574 | 0,00 | 1 331 | 30,49 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 11 288 | 10,54 | 286 | 19,25 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 1 200 | 50,00 | 30 | 66,67 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 132 267 | −2,54 | 3 346 | 5,25 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 36 703 | 0,00 | 929 | 8,03 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 10 052 | 3,17 | 230 | −8,76 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 944 338 | 21,11 | 125 092 | 30,78 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 8 410 | 0,00 | 213 | 7,61 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 9 355 | −12,35 | 237 | −5,60 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 89 064 | 0,13 | 2 253 | 8,11 | ||||
2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 9 490 | 0,00 | 240 | 8,11 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 33 585 | −25,98 | 850 | −20,13 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 14 476 | 14,72 | 366 | 24,07 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 969 | −16,90 | 581 | −9,22 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 39 442 | −43,00 | 998 | −38,49 | ||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 9 902 | 0,00 | 251 | 7,76 | ||||
2025-08-25 | NP | SWYNX - Schwab Target 2060 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 | 2 359 175 | 10,95 | 59 687 | 19,81 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 43 843 | −5,17 | 1 109 | 2,40 | ||||
2025-07-29 | 13F | TFC Financial Management | 2 400 | −4,46 | 61 | 3,45 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 15 051 | −0,54 | 381 | 7,34 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 8 068 | −16,10 | 204 | −9,33 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 9 874 | −12,36 | 250 | −5,32 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 3 483 | 0,00 | 88 | 8,64 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 71 674 | 1,61 | 1 813 | 9,75 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 8 618 | −0,01 | 218 | 8,46 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 30 480 | 33,74 | 771 | 44,65 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 8 552 | −1,66 | 216 | 6,40 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 043 | 26 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 555 189 | 76,43 | 14 046 | 90,51 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 21 108 | −49,84 | 534 | −45,79 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 10 603 | −27,36 | 268 | −21,41 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 284 197 | 2,15 | 7 349 | 12,75 | ||||
2025-08-13 | 13F | Rinkey Investments | 147 477 | 70,84 | 3 731 | 84,52 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 152 | 0,00 | 4 | 0,00 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 99 147 | 0,17 | 2 508 | 8,15 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 11 357 | 298 | ||||||
2025-08-12 | 13F | FreeGulliver LLC | 9 331 | 236 | ||||||
2025-08-14 | 13F | Apriem Advisors | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 102 | 3 | ||||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 254 900 | 25,32 | 6 449 | 35,32 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 14 038 | 363 | ||||||
2025-08-14 | 13F | Dagco, Inc. | 642 | 0,00 | 16 | 6,67 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 40 824 | 1,05 | 1 033 | 9,09 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 23 276 | 0,00 | 589 | 7,89 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 44 749 | 2,05 | 1 132 | 10,22 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 291 | 0,31 | 58 | 7,55 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 77 693 | −2,20 | 1 966 | 5,59 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 246 005 | −4,19 | 6 224 | 3,44 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 10 277 | 260 | ||||||
2025-08-25 | NP | SWYMX - Schwab Target 2050 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 | 2 749 522 | 11,46 | 69 563 | 20,36 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 86 711 | 2 | ||||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 7 900 | 0,00 | 200 | 7,57 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Zhang Financial LLC | 21 809 | −6,80 | 552 | 0,55 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 9 243 | 0,10 | 234 | 7,87 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 251 771 | 4,65 | 6 370 | 13,01 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 20 428 | −0,39 | 517 | 7,50 | ||||
2025-07-10 | 13F | Contravisory Investment Management, Inc. | 2 348 | 6,73 | 59 | 15,69 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 12 121 | 307 | ||||||
2025-07-23 | 13F | Golden Reserve Retirement LLC | 1 144 529 | 13,09 | 28 937 | 22,11 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 59 777 | −0,88 | 1 512 | 7,08 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 31 108 | −18,45 | 787 | −11,87 | ||||
2025-08-07 | 13F | Nwam Llc | 37 814 | 12,33 | 984 | 24,87 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 964 881 | 2,53 | 24 411 | 10,71 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 9 235 | 1,04 | 234 | 8,88 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 202 829 | 1,13 | 5 132 | 9,19 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 63 775 | 20,70 | 1 613 | 30,29 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 160 034 | 28,09 | 4 049 | 38,30 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 108 699 | −2,19 | 2 750 | 5,65 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 239 964 | −14,01 | 6 071 | −7,14 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 5 037 | 0,00 | 129 | 8,47 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 19 275 | −18,65 | 488 | −12,25 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 351 595 | 45,49 | 8 962 | 58,27 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 5 114 | 21,01 | 129 | 30,30 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 10 715 | 0,31 | 271 | 8,40 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 64 890 | −1,44 | 1 642 | 6,42 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Embree Financial Group | 145 858 | −5,33 | 3 690 | 2,24 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Quantinno Capital Management LP | 52 636 | 274,21 | 1 332 | 304,56 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 250 | −3,85 | 32 | 6,90 | ||||
2025-05-13 | 13F | Pinnacle Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Alesco Advisors Llc | 8 408 | 213 | ||||||
2025-08-08 | 13F | Kaizen Financial Strategies | 10 730 | −39,05 | 271 | −34,22 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 8 325 | 211 | ||||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 16 | 0,00 | 0 | |||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 2 948 | 31,14 | 75 | 42,31 | ||||
2025-08-08 | 13F | Glaxis Capital Management, LLC | 13 338 | 0,33 | 337 | 8,36 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 11 466 | 30,85 | 290 | 41,46 | ||||
2025-07-22 | 13F | Joule Financial, LLC | 814 902 | 23,54 | 20 617 | 33,41 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 9 996 | 0,00 | 253 | 7,69 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 79 232 | 1,39 | 2 005 | 9,51 | ||||
2025-08-07 | 13F | Gs Investments, Inc. | 400 | 0,00 | 10 | 11,11 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 97 781 | 2,46 | 2 | 0,00 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 18 804 | −0,77 | 476 | 6,98 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 53 301 | −0,41 | 1 362 | 8,62 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 27 604 | −4,11 | 719 | 15,25 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 18 493 | 3,43 | 468 | 20,67 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 22 854 | 578 | ||||||
2025-07-15 | 13F | Cordant, Inc. | 12 062 | 0,00 | 305 | 8,16 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1 834 | 46,49 | 46 | 58,62 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 130 351 | 3,60 | 3 298 | 11,88 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 11 618 | 300 | ||||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 74 956 | −0,83 | 1 896 | 7,12 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 60 966 | 36,77 | 1 542 | 47,70 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 13 602 | 0,74 | 344 | 8,86 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 177 791 | −3,72 | 4 498 | 3,98 | ||||
2025-07-23 | 13F | Gainplan LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Bogart Wealth, LLC | 42 870 | 5,29 | 1 085 | 13,63 | ||||
2025-07-16 | 13F | Tenret Co LLC | 58 580 | 1 482 | ||||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 25 976 | 0,58 | 657 | 8,60 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1 567 085 | −44,87 | 39 647 | −40,47 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 44 570 | 0,22 | 1 128 | 8,16 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 80 801 | 8,54 | 2 044 | 17,20 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 34 153 | 61,95 | 1 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 261 078 | 75,60 | 6 605 | 89,64 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 25 557 | 0,00 | 647 | 8,03 | ||||
2025-08-25 | NP | SWYAX - Schwab Target 2010 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 | 29 384 | 7,26 | 743 | 15,91 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 272 046 | 9,16 | 6 883 | 17,88 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 9 300 | 235 | ||||||
2025-07-30 | 13F | Gables Capital Management Inc. | 2 324 | 0,00 | 59 | 7,41 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 62 047 | −8,05 | 1 570 | −0,70 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 293 419 | −0,74 | 7 424 | 7,19 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 54 830 | 1,27 | 1 387 | 9,38 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 72 | −75,26 | 2 | −83,33 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 20 629 | −10,21 | 522 | −3,16 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 600 161 | 6,52 | 15 184 | 15,02 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 115 607 | −3,42 | 2 925 | 4,28 | ||||
2025-08-14 | 13F | Destination Wealth Management | 121 574 | −3,51 | 3 076 | 4,17 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 50 874 | −2,86 | 1 287 | 4,89 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 9 884 | 14,44 | 250 | 23,76 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 455 753 | 5,86 | 11 531 | 14,32 | ||||
2025-08-13 | 13F | Hendershot Investments Inc. | 24 575 | 3,94 | 622 | 12,30 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Seven Mile Advisory | 14 000 | 0,00 | 354 | 7,93 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 10 218 | −7,70 | 259 | −0,39 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 648 | 16 | ||||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 20 890 | 5,74 | 529 | 14,29 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 81 392 | −2,82 | 2 059 | 4,94 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 1 591 541 | −7,81 | 40 266 | −0,45 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | NP | AGCVX - Global Small Cap Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 331 | −97,23 | 8 | −97,68 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 002 | 0,00 | 25 | 8,70 | ||||
2025-04-29 | 13F | Capital Planning LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 12 897 | −11,40 | 326 | −4,40 | ||||
2025-07-29 | 13F | Creekside Partners | 303 380 | 0,11 | 7 676 | 8,10 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 59 455 | 4,44 | 1 504 | 12,83 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-25 | NP | SWYOX - Schwab Target 2065 Index Fund | 689 656 | 16,78 | 17 448 | 26,11 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26 764 | −60,01 | 677 | −56,82 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 284 | 0,00 | 7 | 16,67 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 111 184 | −2,86 | 2 813 | 4,89 | ||||
2025-07-10 | 13F | Ahl Investment Management, Inc. | 18 164 | 0,00 | 460 | 8,00 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 15 200 | 0,00 | 385 | 7,87 | ||||
2025-07-10 | 13F | Moller Financial Services | 72 068 | −4,06 | 1 823 | 3,64 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 31 947 | −0,38 | 808 | 7,59 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 50 356 | −80,25 | 1 274 | −78,68 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 375 000 | 1,56 | 9 487 | 9,66 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 114 815 | −0,32 | 2 905 | 7,64 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 11 826 | −9,00 | 299 | −1,64 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 136 445 | −11,99 | 3 452 | −4,96 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 166 | 0,00 | 4 | 33,33 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 152 013 | −10,59 | 3 846 | −3,46 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 002 784 | 6,33 | 25 370 | 14,82 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 33 289 | 0,00 | 842 | 8,09 | ||||
2025-05-08 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 114 052 | −0,50 | 2 886 | 7,45 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 25 426 | −3,78 | 643 | 3,88 | ||||
2025-07-24 | 13F | Brucke Financial, Inc. | 24 468 | 3,37 | 619 | 14,63 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 16 084 | −6,12 | 407 | 1,25 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 11 724 | 0,00 | 297 | 8,03 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 203 032 | −4,76 | 55 737 | 2,85 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 231 661 | −5,39 | 5 861 | 2,16 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 266 923 | −1,61 | 6 753 | 6,25 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 140 | −62,77 | 3 | −66,67 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 37 329 | −55,24 | 944 | −53,24 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 378 178 | 8,96 | 9 568 | 17,65 | ||||
2025-07-30 | 13F | Retirement Planning Group | 17 970 | 2,44 | 455 | 10,46 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 2 432 | 0,83 | 62 | 8,93 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 35 068 | −10,58 | 887 | −3,38 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 9 933 | −18,93 | 251 | −12,54 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 10 966 | 8,68 | 277 | 17,37 | ||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1 173 734 | 3,46 | 29 696 | 11,72 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 66 967 | −41,08 | 1 694 | −36,36 | ||||
2025-08-14 | 13F | Scott Marsh Financial, LLC | 9 852 | 249 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 126 | 0,80 | 3 | 50,00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 9 858 | 14,02 | 249 | 23,27 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 030 250 | −2,58 | 26 065 | 5,20 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 4 364 | 0,00 | 110 | 7,84 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 102 837 | −14,27 | 2 602 | −7,44 | ||||
2025-07-15 | 13F | BCS Wealth Management | 231 865 | 15,41 | 6 | 25,00 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 94 | 0,00 | 2 | 0,00 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 197 599 | −2,63 | 4 999 | 5,09 | ||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 164 989 | 2 578,39 | 7 | −95,83 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 63 901 | 278,58 | 1 617 | 309,11 | ||||
2025-07-17 | 13F | SWS Partners | 71 014 | 2,38 | 1 797 | 10,52 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 157 258 | −3,07 | 3 979 | 4,66 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 3 | 0 | ||||||
2025-08-12 | 13F | Pring Turner Capital Group Inc | 9 362 | 0,00 | 237 | 7,76 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 13 001 | 0,00 | 329 | 7,89 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 54 336 | 5,40 | 1 375 | 13,84 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 195 324 | −2,35 | 4 942 | 5,44 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 117 399 | −1,11 | 2 970 | 6,80 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 168 014 | −4,11 | 4 251 | 3,53 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 16 006 | −1,96 | 405 | 5,76 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 324 | −95,43 | 0 | |||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 247 663 | 1,72 | 6 266 | 9,84 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 58 701 | 174,66 | 1 485 | 197,00 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 45 332 | −1,09 | 1 147 | 6,80 | ||||
2025-07-29 | 13F | Barden Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 47 955 | −1,81 | 1 213 | 8,50 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 110 065 | 14,96 | 2 785 | 24,12 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 862 366 | 17,73 | 21 818 | 27,12 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 30 017 | −1,73 | 772 | 7,97 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | WPG Advisers, LLC | 9 412 | 2,53 | 238 | 10,70 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 102 148 | −0,06 | 2 584 | 7,94 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 261 078 | 8,16 | 6 605 | 16,80 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 337 220 | −11,08 | 8 532 | −3,98 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 105 931 | 4,24 | 2 680 | 12,56 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 18 321 | 0,08 | 464 | 8,18 | ||||
2025-07-24 | 13F | Lee Financial Co | 103 678 | 3,63 | 2 623 | 11,95 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 110 309 | 2,33 | 2 791 | 10,50 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 48 568 | 121,55 | 1 229 | 139,38 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 56 873 | 6,70 | 1 439 | 15,22 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 33 442 998 | 26,71 | 846 108 | 36,82 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 8 311 | 210 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 188 415 | 69,88 | 4 852 | 86,72 | ||||
2025-08-25 | NP | SWYLX - Schwab Target 2020 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 | 194 573 | 5,50 | 4 923 | 13,91 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 423 636 | 10,90 | 10 718 | 19,74 | ||||
2025-05-09 | 13F | Keener Financial Planning LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 104 271 | 5,86 | 2 638 | 14,35 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 22 261 | 0,49 | 563 | 8,48 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 23 684 | 560 | ||||||
2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth 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 | 288 653 | 3,91 | 7 303 | 12,20 | ||||
2025-08-28 | 13F | Stark Wealth Management LLC | 40 194 | 890 | ||||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 76 | 0,00 | 2 | 0,00 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 217 150 | −5,31 | 5 494 | 2,23 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 144 045 | −1,08 | 3 644 | 6,83 | ||||
2025-08-07 | 13F | Midwest Trust Co | 329 413 | 8 334 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 10 614 | −15,05 | 269 | −8,22 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 19 019 095 | 5,33 | 481 183 | 13,74 | ||||
2025-05-21 | 13F | Westbourne Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Fairway Wealth LLC | 5 404 | 0,00 | 137 | 7,94 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 37 178 | −18,78 | 941 | −12,31 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 31 021 | 785 | ||||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 11 855 | 300 | ||||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 1 285 | 0,94 | 32 | 10,34 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 566 783 | 6,72 | 14 340 | 4,41 | ||||
2025-07-22 | 13F | White & Co Financial Planning Inc | 747 217 | 8,48 | 18 882 | 16,75 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 886 | 0,00 | 48 | 6,82 | ||||
2025-08-12 | 13F | Eley Financial Management, Inc | 37 049 | −3,46 | 937 | 4,00 | ||||
2025-08-12 | 13F | CFC Planning Co LLC | 10 508 | 17,20 | 266 | 26,19 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 156 | 4 | ||||||
2025-08-18 | 13F | Front Row Advisors LLC | 13 049 | −3,55 | 330 | 4,43 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 8 325 | −3,87 | 211 | 3,96 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 40 | 1 | ||||||
2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 129 186 | −0,15 | 3 268 | 7,82 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 115 261 | −3,78 | 3 | 0,00 | ||||
2025-08-25 | NP | SWYBX - Schwab Target 2015 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 | 51 457 | 1,04 | 1 302 | 9,05 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 38 555 | −1,19 | 975 | 6,67 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 5 484 059 | 7,57 | 138 747 | 16,15 | ||||
2025-04-29 | 13F | Flagship Wealth Advisors, Llc | 136 | 0,00 | 4 | 0,00 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 447 720 | −1,93 | 11 327 | 5,90 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 18 481 | 1,50 | 485 | 13,62 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 40 770 | 0,08 | 1 031 | 8,07 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 282 908 | 8,02 | 6 459 | −7,68 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 8 340 | 2,36 | 211 | 11,05 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 53 160 | 10,11 | 1 345 | 18,83 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 283 | −70,46 | 7 | −68,18 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 762 757 | 0,17 | 19 298 | 8,17 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 176 | −31,25 | 0 | |||||
2025-07-25 | 13F | Northwest Capital Management Inc | 23 589 | −52,11 | 597 | −48,35 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 2 516 | 0,00 | 64 | 8,62 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Root Financial Partners, LLC | 9 759 | 0,59 | 247 | 8,37 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 37 669 | 5,09 | 953 | 13,59 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 22 771 | 13,46 | 576 | 22,55 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1 273 785 | 4,70 | 32 227 | 13,43 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 40 803 | −93,61 | 16 932 | 13,26 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 81 031 | 8,22 | 2 050 | 16,88 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 10 202 | −8,30 | 258 | −0,77 | ||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 11 411 | 0,33 | 289 | 8,27 | ||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 537 | −37,94 | 270 | −43,75 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 000 | −18,70 | 25 | −10,71 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 9 768 | −54,27 | 247 | −55,25 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 108 377 | 33,85 | 2 742 | 44,49 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 256 140 | −1,21 | 6 480 | 6,67 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 42 120 | 10,46 | 1 066 | 19,26 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 13 202 | −7,90 | 334 | −0,30 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 246 306 | 8,83 | 6 232 | 17,52 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 1 786 | 0,00 | 45 | 9,76 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Access Financial Services, Inc. | 10 936 | −2,30 | 277 | 5,34 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 764 | 0,00 | 19 | 11,76 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 938 079 | 3,80 | 23 733 | 12,09 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 184 998 | 8,69 | 4 334 | −1,52 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 36 709 | 3,16 | 938 | 12,48 | ||||
2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 247 141 | 9,23 | 6 253 | 17,96 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 35 315 | 6,91 | 893 | 15,52 | ||||
2025-08-12 | 13F | Holderness Investments Co | 25 080 | −3,97 | 635 | 3,76 | ||||
2025-08-25 | NP | SWG1Z - Schwab VIT Growth 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 | 432 042 | 4,47 | 10 931 | 12,81 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 8 578 | 217 | ||||||
2025-07-15 | 13F | MCF Advisors LLC | 9 934 | −0,07 | 251 | 8,19 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 18 965 | 7,46 | 480 | 15,98 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 394 720 | 188,66 | 9 986 | 211,77 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 26 163 | 19,30 | 662 | 28,85 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 2 241 | 0,00 | 57 | 7,69 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 55 146 | −1,10 | 1 395 | 6,81 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 35 488 | 24,99 | 898 | 34,89 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 48 914 | −22,21 | 1 238 | −16,02 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 18 844 | −42,88 | 477 | −38,34 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 401 590 | 10,10 | 35 460 | 18,89 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 198 224 | −32,36 | 5 015 | −26,96 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 8 742 | −9,22 | 221 | −1,78 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 400 | 0,00 | 10 | 11,11 | ||||
2025-08-14 | 13F | Prudent Investors Network | 8 610 | −46,74 | 218 | −42,59 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 624 | 0,00 | 16 | 7,14 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 141 621 | −8,39 | 3 583 | −1,08 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 64 253 | 0,32 | 1 626 | 8,33 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 21 112 | 20,75 | 534 | 30,56 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 12 822 | 0,00 | 324 | 8,00 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 28 732 | 5,26 | 1 | |||||
2025-07-24 | 13F | Blair William & Co/il | 146 149 | −13,96 | 3 698 | −7,11 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 90 000 | 0,00 | 2 | 0,00 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 44 | 0,00 | 1 | 0,00 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 57 608 | −0,86 | 1 457 | 7,05 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 10 345 | 262 | ||||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Red Tortoise LLC | 37 544 | −1,05 | 950 | 6,87 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 66 620 | 28,19 | 1 685 | 38,46 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 583 102 | 4,93 | 14 752 | 13,31 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 9 885 | 250 | ||||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 31 501 | −5,29 | 797 | 2,18 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 77 855 | 27,55 | 1 970 | 37,69 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 61 349 | 2,62 | 1 552 | 10,86 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 108 502 | −10,96 | 2 745 | −3,85 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 26 895 | 3,57 | 680 | 11,84 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 185 560 | −1,67 | 4 695 | 6,18 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 1 578 | 0,00 | 40 | 8,33 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 24 375 | −0,68 | 642 | 15,05 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 8 887 | −12,50 | 225 | −5,49 | ||||
2025-08-12 | 13F | MAI Capital Management | 437 763 | −2,59 | 11 075 | 5,19 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 366 | −0,53 | 237 | 7,27 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 47 856 | 1 211 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 85 051 | −16,64 | 2 152 | −10,00 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 48 071 | 0,00 | 1 126 | 0,00 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 16 460 | 70,62 | 416 | 84,07 | ||||
2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 34 210 | −0,23 | 866 | 7,72 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 23 745 | −3,58 | 601 | 3,99 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 208 804 | −7,44 | 5 | 0,00 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 2 986 | 0,10 | 76 | −2,60 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 872 | 21,11 | 22 | 37,50 | ||||
2025-05-14 | 13F | SJA Financial Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 406 343 | 1,85 | 10 280 | 9,97 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 140 718 | 0,25 | 3 560 | 8,27 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 109 881 | −0,06 | 2 780 | 7,88 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 44 290 | 1 121 | ||||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 16 655 | 0,00 | 421 | 7,95 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2 425 130 | 1,91 | 61 356 | 10,04 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 9 542 | −2,21 | 241 | 5,70 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 72 | 2 | ||||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 10 096 | 2,02 | 255 | 10,39 | ||||
2025-07-15 | 13F | Gpwm Llc | 176 | 0,00 | 4 | 0,00 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 156 | 0,00 | 4 | −25,00 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 182 064 | −1,59 | 4 606 | 6,28 | ||||
2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 29 465 | 82,34 | 745 | 97,09 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 51 418 | −23,74 | 1 301 | −25,42 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2 427 258 | 105,07 | 61 427 | 121,50 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 281 391 | 1 057,84 | 7 119 | 1 151,14 | ||||
2025-07-21 | 13F | Whelan Financial | 72 648 | −0,27 | 1 838 | 7,74 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 22 439 | 29,63 | 568 | 40,00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 12 960 | −18,87 | 328 | −12,57 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 75 786 | −31,59 | 1 917 | −26,13 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 295 553 | −14,13 | 7 477 | −7,28 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 198 534 | −0,13 | 5 023 | 7,84 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 423 636 | 10,90 | 10 718 | 19,74 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 42 601 | −13,12 | 1 078 | −6,18 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 289 071 | −1,84 | 32 613 | 5,99 | ||||
2025-04-11 | 13F | Stony Point Wealth Management Inc. | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Hidden Cove Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | West Paces Advisors Inc. | 49 528 | −0,48 | 1 253 | 7,46 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 49 320 | 3,14 | 1 248 | 11,34 | ||||
2025-07-11 | 13F | Busey Wealth Management | 18 270 | 462 | ||||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 16 826 | −0,07 | 426 | 7,59 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 17 366 | −11,93 | 439 | −4,98 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 482 914 | 9,90 | 12 218 | 18,67 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 183 783 | 0,09 | 4 650 | 8,07 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11 550 | 0,00 | 292 | 8,15 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 74 438 | −29,78 | 1 883 | −31,30 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 92 257 | −26,41 | 2 334 | −20,53 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 27 567 | 13,75 | 697 | 22,93 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 85 408 | −40,54 | 2 161 | −35,81 | ||||
2025-08-05 | 13F | Meridian Management Co | 240 450 | −44,62 | 6 192 | −39,14 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 9 378 | −0,44 | 237 | 7,73 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 144 | 0,00 | 4 | 0,00 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 1 319 | −2,87 | 33 | 6,45 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 99 598 | 2,84 | 2 520 | 11,02 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 14 725 | 21,19 | 386 | 15,27 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 109 948 | −0,39 | 2 782 | 7,54 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 154 119 | −25,76 | 3 899 | −19,84 | ||||
2025-08-14 | 13F | Sei Investments Co | 15 481 401 | 7,99 | 391 681 | 16,60 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 102 | 0,00 | 3 | 0,00 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 221 188 | 18,99 | 5 596 | 28,50 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 12 549 | 1,20 | 294 | −8,12 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 13 597 | 8,52 | 344 | 17,41 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 212 | 17,78 | 5 | 25,00 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 77 875 | −0,05 | 2 040 | 15,06 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 19 288 | 0,02 | 488 | 7,98 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 49 756 | 118,62 | 1 259 | 136,02 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 91 171 | −4,05 | 2 307 | 2,49 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 15 734 | −14,73 | 398 | −7,87 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 20 000 | 0,00 | 506 | 8,12 | ||||
2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 9 646 | 2,75 | 252 | 15,07 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 28 361 | 21,93 | 718 | 31,80 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 12 572 | −26,24 | 318 | −20,30 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 169 359 | −6,83 | 4 285 | 0,61 | ||||
2025-07-31 | 13F | Cabot Wealth Management Inc | 14 137 | −8,30 | 358 | −1,11 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 23 673 | −4,71 | 599 | 2,75 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 378 799 | 0,80 | 9 584 | 8,84 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 281 682 | −3,43 | 7 124 | 4,24 | ||||
2025-04-11 | 13F | Davis Capital Management | 177 050 | 2,87 | 4 148 | −6,79 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 53 884 | −5,40 | 1 363 | 2,17 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 34 024 | 0,56 | 861 | 8,31 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 15 995 | 1,08 | 412 | 22,99 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 33 784 | 855 | ||||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 244 183 | 4,91 | 6 178 | 13,28 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 461 740 | −15,93 | 12 | −8,33 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 8 590 | 0,00 | 201 | 0,00 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 63 455 | 181,60 | 1 353 | 156,74 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 180 301 | 244,41 | 5 | 300,00 | ||||
2025-07-23 | 13F | Sachetta, LLC | 11 222 | 0,03 | 284 | 8,02 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 10 218 | −5,71 | 0 | |||||
2025-07-14 | 13F | Hoey Investments, Inc | 1 157 | 29 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 9 251 | −6,33 | 234 | 1,30 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 46 536 | −17,29 | 1 177 | −10,70 | ||||
2025-08-08 | 13F | Condor Capital Management | 20 417 | −1,33 | 517 | 6,61 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 55 772 | −13,24 | 1 411 | −6,31 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 348 | 0,00 | 9 | 0,00 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 7 976 | 4,25 | 202 | 12,29 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 939 529 | 1,50 | 23 770 | 9,60 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 255 819 | −74,68 | 6 473 | −72,63 | ||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 53 675 | −0,14 | 1 358 | 7,78 | ||||
2025-09-03 | 13F | American Trust | 27 507 | 696 | ||||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 276 695 | 5,36 | 7 000 | 13,78 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 100 | 3 | ||||||
2025-08-01 | 13F | Motco | 1 523 | 0,00 | 39 | 11,43 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 17 488 | −5,80 | 442 | 1,84 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 213 264 | −5,21 | 5 396 | 2,35 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 321 415 | 5,02 | 8 128 | 13,22 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 216 428 | −2,16 | 5 476 | 5,65 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 33 853 | 341,77 | 856 | 378,21 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 10 118 | 256 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 302 | 59,42 | 60 | 78,79 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 28 245 | 0,43 | 7 | 16,67 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 49 198 | 13,03 | 1 245 | 22,08 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 420 054 | −1,10 | 10 627 | 2,55 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 186 232 | 1,39 | 4 712 | 9,48 | ||||
2025-07-16 | 13F | ORG Partners LLC | 870 | 0,00 | 22 | 10,00 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 127 119 | 0,74 | 3 216 | 8,80 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 21 718 | 6,26 | 549 | 14,85 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 2 648 | 0,00 | 67 | 8,06 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 181 | 0,00 | 5 | 0,00 | ||||
2025-08-11 | 13F | Citigroup Inc | 16 383 | 59,76 | 414 | 72,50 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 000 | 0,00 | 126 | 7,69 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 14 046 | 91,18 | 355 | 106,40 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 10 286 | 101,25 | 266 | 1,14 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Archer Investment Management, LLC | 42 746 | −28,33 | 1 081 | −22,62 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17 116 | −2,11 | 433 | 5,87 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 38 915 | −4,07 | 985 | 3,58 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 43 037 | −0,46 | 1 089 | 7,51 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Highland Capital Management, Llc | 8 936 | 0,00 | 226 | 8,13 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 38 | 0,00 | 1 | |||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 2 032 | 0,00 | 51 | 8,51 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 197 647 | 6,30 | 5 000 | 14,78 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 536 870 | −28,08 | 13 583 | −22,35 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 31 227 | 1 724,01 | 790 | 1 875,00 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 733 | −25,43 | 19 | −21,74 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 2 279 747 | 40,43 | 57 722 | 51,64 | ||||
2025-08-12 | 13F | Archer Investment Corp | 389 | −46,57 | 10 | −47,06 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 69 085 | 0,81 | 1 748 | 8,85 | ||||
2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 80 049 | 2 025 | ||||||
2025-07-11 | 13F | Myecfo, Llc | 37 131 | −2,62 | 939 | 5,15 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 33 342 | −5,10 | 844 | 2,43 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 280 | 0,00 | 7 | 16,67 | ||||
2025-05-13 | 13F | CacheTech Inc. | 161 992 | 8,86 | 3 795 | −1,38 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 330 358 | 19,30 | 8 358 | 28,84 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 73 | 2 | ||||||
2025-07-23 | 13F | Columbus Macro, LLC | 77 415 | 12,60 | 1 959 | 21,61 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 200 471 | 0,93 | 5 072 | 8,98 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 14 077 | 0,33 | 356 | 8,54 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 2 156 | 0,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 22 561 | 6,76 | 529 | −3,30 | ||||
2025-05-27 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Ballast, Inc. | 87 844 | 2 222 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 13 064 | 0,17 | 331 | 8,20 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 14 987 | 379 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 29 618 | 32,95 | 749 | 43,76 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 108 885 | 0,75 | 2 755 | 8,77 | ||||
2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 85 362 | −29,48 | 2 160 | −23,87 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Piscataqua Savings Bank | 688 | 0,00 | 17 | 6,25 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 4 288 | −4,84 | 108 | 2,86 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 8 778 | 222 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 52 | 0,00 | 1 | 0,00 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 9 851 | −0,32 | 249 | 7,79 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 10 470 | 3,97 | 245 | −5,77 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 445 992 | −3,28 | 11 284 | 4,44 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 740 | 0,22 | 69 | 7,81 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 135 622 | 3,83 | 3 431 | 12,12 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 207 429 | 0,00 | 5 248 | 7,96 | ||||
2025-08-14 | 13F | Leisure Capital Management | 145 790 | 2,27 | 3 688 | 10,45 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 553 | −83,41 | 14 | −83,33 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 2 676 | 45,99 | 68 | 59,52 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 827 634 | 311,52 | 20 939 | 344,38 | ||||
2025-08-12 | 13F | Sfmg, Llc | 13 309 | 0,50 | 337 | 8,39 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 291 408 | −1,06 | 7 373 | 6,84 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 13 244 | 1,76 | 348 | 14,47 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 160 | 0,00 | 4 | −25,00 | ||||
2025-07-31 | 13F | Heirloom Wealth Management | 9 778 | −4,17 | 247 | 3,35 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 93 | 0,00 | 0 | |||||
2025-08-25 | 13F | Fulcrum Equity Management | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 65 833 | 11,60 | 1 666 | 20,48 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 5 933 | 0,00 | 150 | 7,91 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 164 965 | 3,24 | 4 226 | 23,97 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 116 | 0,00 | 3 | 0,00 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10 851 | −51,80 | 275 | −48,01 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 6 006 | 152 | ||||||
2025-07-24 | 13F | JNBA Financial Advisors | 500 | 0,00 | 13 | 9,09 | ||||
2025-08-12 | 13F | Bokf, Na | 24 | −97,85 | 1 | −100,00 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 45 763 | −4,78 | 1 158 | 2,75 |