Grundläggande statistik
| Institutionella ägare | 1224 total, 1223 long only, 0 short only, 1 long/short - change of 3,20% MRQ |
| Genomsnittlig portföljallokering | 1.1158 % - change of −2,96% MRQ |
| Institutionella aktier (lång) | 556 254 242 (ex 13D/G) - change of 76,18MM shares 15,87% MRQ |
| Institutionellt värde (lång) | $ 10 552 646 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab U.S. Broad Market ETF (US:SCHB) har 1224 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 556,254,242 aktier. Största aktieägare inkluderar Gallagher Fiduciary Advisors, LLC, Wealthfront Advisers Llc, Betterment LLC, Rebalance, Llc, SCS Capital Management LLC, Evensky & Katz LLC, Strid Group, LLC, Hengehold Capital Management Llc, Bouchey Financial Group Ltd, and HighTower Advisors, LLC .
Schwab Strategic Trust - Schwab U.S. Broad Market ETF (ARCA:SCHB) 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 25,41 / share. Previously, on September 16, 2024, the share price was 21,74 / share. This represents an increase of 16,88% 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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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 113 969 | 0,25 | 2 716 | 10,95 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 47 318 | 0,29 | 1 128 | 11,03 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 12 000 | 0,00 | 286 | 10,47 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 214 502 | 0,18 | 5 112 | 10,89 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 9 461 | −1,01 | 225 | 9,76 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 567 | 56 600,00 | 14 | 8,33 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 61 309 | 0,00 | 1 461 | 10,69 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1 064 255 | 0,15 | 25 361 | 10,85 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 51 240 | −5,05 | 1 221 | 5,17 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 128 | 0,00 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 8 110 | 193 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 163 152 | 0,42 | 3 888 | 11,15 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 8 285 | −2,60 | 197 | 7,65 | ||||
| 2025-07-28 | 13F | Essex LLC | 96 986 | −1,06 | 2 311 | 9,53 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 91 155 | −0,16 | 2 172 | 10,53 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 193 619 | −0,50 | 4 614 | 10,12 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 146 484 | 1,68 | 74 981 | 12,54 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13 700 | 0,21 | 326 | 10,88 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 25 261 | 0,00 | 602 | 10,68 | ||||
| 2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 339 244 | 27,90 | 31 914 | 41,57 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 163 945 | −6,03 | 4 | 0,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 5 859 | 140 | ||||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 453 641 | −1,19 | 10 810 | 9,37 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 517 216 | −14,30 | 12 325 | −5,14 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 936 063 | −1,08 | 22 306 | 9,49 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 135 | −10,31 | 218 | −0,91 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 8 547 | 204 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 149 836 | −0,66 | 3 571 | 9,95 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 108 | 217 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 739 052 | −8,47 | 17 612 | 1,31 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 42 718 | 0,00 | 1 018 | 10,66 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 24 045 | 0,11 | 573 | 10,64 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 751 990 | −1,53 | 17 920 | 9,83 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 70 940 | −9,30 | 1 690 | 0,42 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 332 891 | −2,08 | 7 933 | 8,38 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 187 | 3,31 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 5 601 | 0,00 | 133 | 10,83 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 250 368 | 1,99 | 5 966 | 12,89 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 584 815 | 2,80 | 13 866 | 57,09 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 28 578 | −1,71 | 681 | 8,79 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 14 382 | 0,00 | 343 | 10,68 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 7 005 | 0,00 | 167 | 10,67 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 49 784 | 0,08 | 1 186 | 10,74 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 28 500 | −53,58 | 683 | −48,30 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 34 485 | 0,09 | 822 | 10,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 76 900 | 1 833 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 000 | 98,08 | 763 | 119,60 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 1 770 217 | 5,60 | 42 184 | 16,88 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 1 542 | 0,00 | 37 | 9,09 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 34 636 | −0,58 | 825 | 10,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 303 855 | 3,04 | 7 241 | 14,05 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 11 488 | 261 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 53 379 | 1 294 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 18 102 | 0,98 | 431 | 11,95 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23 491 | −2,85 | 560 | 7,50 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 865 959 | 4,31 | 20 861 | 16,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 217 202 | 294,50 | 29 006 | 336,69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 26 869 | 5,79 | 640 | 17,22 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 14 526 | 0,00 | 346 | 10,90 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 54 586 | −11,78 | 1 301 | −2,40 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 10 083 | 0,00 | 240 | 10,60 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 382 201 | 9 108 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 404 | 0,29 | 33 | 10,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 446 488 | −0,42 | 10 640 | 10,21 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 648 | 15 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241 861 | 4,75 | 5 764 | 15,93 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 184 848 | −1,54 | 4 405 | 8,96 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1 593 | 0,00 | 38 | 8,82 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 12 061 | −53,36 | 287 | −48,38 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 17 400 | 0,00 | 415 | 10,70 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 18 840 | 0,00 | 449 | 10,62 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 87 563 | −1,24 | 2 087 | 9,33 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 167 388 | 12,99 | 3 989 | 25,05 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17 338 | 0,26 | 413 | 11,02 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 165 976 | 2,42 | 3 955 | 13,39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 33 988 | −0,51 | 810 | 10,07 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 96 777 | 0,00 | 2 306 | 10,71 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 27 189 | 0,00 | 648 | 10,60 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 509 428 | 82,17 | 12 140 | 101,64 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 128 938 | −0,07 | 3 | 50,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 76 943 | 138,51 | 1 834 | −14,55 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 13 411 | 43,37 | 223 | 10,45 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 1 433 | 0,28 | 34 | 13,33 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 226 583 | −0,22 | 5 399 | 10,43 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 69 686 | −1,00 | 1 661 | 9,57 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 9 375 | 2,31 | 223 | 13,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14 592 | −5,89 | 348 | 4,20 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 13 700 | 0,00 | 326 | 10,88 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2 756 | 18,69 | 66 | 32,65 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12 426 | 0,18 | 296 | 10,86 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 36 843 | 4,34 | 878 | 15,39 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 41 805 | 19,37 | 996 | 32,10 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 12 843 | 0,00 | 306 | 10,87 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 8 580 | 204 | ||||||
| 2025-08-11 | 13F | Somerset Group LLC | 15 049 | 1,43 | 359 | 12,23 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 63 414 | 8,08 | 1 511 | 19,64 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 29 174 | 0,22 | 695 | 11,02 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 127 404 | −0,71 | 3 036 | 9,92 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 15 829 | 6,76 | 377 | 18,18 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 22 569 | 0,02 | 538 | 10,72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 421 032 | 77,32 | 10 033 | 96,26 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 124 011 | −10,73 | 2 818 | 0,14 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51 789 | 1,50 | 1 234 | 12,39 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 27 592 | 5,50 | 658 | 16,70 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 120 390 | −19,12 | 2 869 | −10,49 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 235 852 | 6,46 | 53 280 | 17,83 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 24 107 | 574 | ||||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 24 924 | −22,89 | 594 | −14,68 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 33 687 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 248 801 | 11,35 | 148 909 | 23,24 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 39 054 | −0,25 | 931 | 10,45 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 9 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | White Pine Investment CO | 8 986 | −14,52 | 0 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 126 364 | 26,13 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10 230 | 0,00 | 244 | 10,45 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 6 075 | 0,00 | 145 | 10,77 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 116 743 | 13,46 | 2 782 | 25,55 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 28 434 | 0,99 | 678 | 11,72 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 1 514 413 | 1,58 | 36 088 | 12,43 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 513 108 | −5,99 | 36 057 | 4,05 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 953 464 | 1 400,40 | 141 871 | 1 560,86 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 83 703 | 1,19 | 1 995 | 12,02 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 17 479 | −0,05 | 424 | 17,50 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 627 | 0,00 | 15 | 7,69 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 798 594 | 530,14 | 19 031 | 597,58 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 117 805 | −0,15 | 2 807 | 10,51 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 66 700 | 0,04 | 1 589 | 10,73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 30 207 | 9,49 | 720 | 21,25 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 18 867 | 0,30 | 450 | 10,86 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 24 418 | −6,22 | 582 | 3,75 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 11 477 | −4,37 | 273 | 5,81 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4 645 | 5,38 | 111 | 17,02 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 354 | 0,22 | 32 | 10,34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10 104 | 4,78 | 241 | 15,94 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 1 494 | 0,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 506 | 0,60 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 900 | 0,16 | 45 | 12,50 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 1 193 682 | 2,79 | 28 445 | 13,77 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 32 000 | −0,24 | 763 | 10,43 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8 457 | 202 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 93 892 | 4,34 | 2 237 | 15,49 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 474 | 0,00 | 35 | 12,90 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 144 360 | −6,25 | 3 440 | 3,77 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 15 223 | 0,68 | 363 | 11,38 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2 997 | 0,60 | 71 | 4,41 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 22 924 | 20,66 | 1 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 24 625 | 2,78 | 587 | 13,79 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 23 421 | 0,00 | 558 | 10,71 | ||||
| 2025-05-13 | 13F | Cornerstone Financial Group, LLC /NE/ | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21 425 | −0,53 | 511 | 10,15 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 14 051 | 0,14 | 335 | 10,60 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 22 | 1 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 30 000 | 0,00 | 715 | 10,70 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 15 691 | 0,07 | 374 | 10,68 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1 539 575 | 1,59 | 36 688 | 12,44 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 24 058 | 0,90 | 573 | 11,70 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 515 735 | −2,77 | 12 290 | 7,61 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 472 306 | 1,52 | 10 169 | −3,71 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 688 588 | −26,32 | 16 409 | −18,44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7 738 339 | −2,47 | 184 405 | 7,95 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 212 593 | 5 066 | ||||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 479 748 | 0,00 | 11 432 | 10,69 | ||||
| 2025-04-14 | 13F | Rockwood Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 17 | 13,33 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19 705 | 0,83 | 470 | 11,67 | ||||
| 2025-05-15 | 13F | Johnson Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 386 | 0,26 | 9 | 12,50 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 9 933 | 0,00 | 237 | 10,80 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 36 325 | 9,90 | 866 | 21,66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 30 144 | 116,18 | 718 | 139,33 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 3 996 | 33,20 | 95 | 51,61 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 10 686 | 0,00 | 255 | 10,43 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 14 574 | −38,22 | 347 | −31,56 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 72 535 | −34,53 | 1 729 | −27,55 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 229 974 | 17,86 | 5 480 | 30,48 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 9 119 | 217 | ||||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 15 521 | −89,01 | 375 | −87,70 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 595 867 | 0,17 | 14 | 16,67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 051 | 0,29 | 49 | 9,09 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 228 517 | −5,51 | 5 446 | 4,57 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13 621 | −3,05 | 325 | 7,28 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 635 212 | 8,04 | 15 137 | 19,58 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 12 491 | 25,65 | 298 | 38,79 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 10 590 | 0,00 | 252 | 10,53 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 11 802 | 0,00 | 281 | 10,63 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 4 990 | 0,00 | 119 | 10,28 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 59 211 | −9,55 | 1 411 | 0,07 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 452 | 11 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 199 846 | −0,21 | 4 762 | 10,46 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10 579 | 3,25 | 252 | 14,55 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 222 562 | 17,80 | 5 304 | 30,39 | ||||
| 2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 16 476 | 0,00 | 393 | 10,73 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 109 403 | −2,25 | 2 607 | 8,22 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 230 624 | 35,67 | 5 | 66,67 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 76 072 | 0,75 | 1 813 | 11,51 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 16 673 | 397 | ||||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 45 722 | 0,00 | 1 090 | 10,67 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 322 811 | 6,68 | 31 523 | 18,07 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 42 079 | 0,39 | 1 003 | 10,72 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 249 976 | 5 957 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5 515 | 0,29 | 131 | 11,02 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 5 911 420 | −0,87 | 127 273 | −5,98 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 21 723 | −8,90 | 518 | 0,78 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 51 619 | −20,82 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2 082 849 | 4,26 | 49 634 | 15,39 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 143 261 | 3,09 | 27 244 | 14,10 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 48 458 | 0,47 | 1 155 | 11,18 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 013 573 | −3,72 | 24 701 | 8,13 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 17 446 | 0,25 | 416 | 10,96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 174 602 | 458,83 | 4 161 | 519,05 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 42 147 | −2,19 | 1 004 | 8,31 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 28 685 | −8,57 | 684 | 1,19 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 204 | 29,94 | 5 | 33,33 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 152 | −91,19 | 51 | −90,30 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 170 163 | −69,45 | 4 055 | −66,20 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 472 490 | 1,85 | 11 259 | 12,74 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 15 324 | −9,91 | 365 | −0,27 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 15 549 | −0,58 | 0 | |||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 10 200 | 243 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 18 487 | 0,72 | 440 | 11,39 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 210 918 | −1,95 | 5 026 | 8,53 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 185 274 | −39,45 | 4 415 | −32,98 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13 661 | 0,01 | 326 | 10,54 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 730 | 17 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 10 272 | −50,00 | 255 | −42,01 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9 293 | 221 | ||||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 11 949 | 0,00 | 285 | 10,51 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 454 | 0,21 | 35 | 9,68 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 257 275 | −2,46 | 6 131 | 7,96 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24 177 | 102,25 | 576 | 124,12 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 8 658 237 | 0,51 | 206 322 | 11,25 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 13 666 | −0,03 | 326 | 10,54 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 9 671 | 0,30 | 230 | 9,52 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 9 000 | 214 | ||||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 107 519 | 1,01 | 2 562 | 11,83 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 8 450 794 | −6,24 | 201 382 | 3,78 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 100 030 | −0,61 | 2 384 | 10,02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 783 | 19 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 7 158 | 0,03 | 171 | 10,39 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 341 799 | 2,74 | 8 145 | 13,73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 327 350 | −5,31 | 7 801 | 4,81 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 10 706 | −0,09 | 255 | 10,87 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 151 800 | −11,18 | 3 617 | −1,69 | |||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 532 427 | −1,56 | 12 688 | 8,96 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 3 792 | −0,39 | 90 | 11,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 180 954 | 4 312 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 1 374 564 | 17,21 | 32 756 | 29,73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 11 355 | 0,00 | 271 | 10,66 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 18 580 | 0,25 | 445 | 15,28 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2 364 | 319,15 | 56 | 366,67 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 257 185 | −15,03 | 6 129 | −5,95 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 15 276 | 0,30 | 364 | 11,31 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 325 634 | −0,99 | 7 760 | 9,59 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 12 710 | −1,27 | 303 | 9,03 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 13 159 188 | 10,12 | 313 583 | 21,88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 344 343 | 35,66 | 8 206 | 50,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 482 | 0,00 | 107 | 10,42 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 80 995 | 1 930 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 465 459 | 0,84 | 34 922 | 14,11 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 104 159 | −0,49 | 2 482 | 10,16 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 13 077 | −12,60 | 312 | −3,42 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 132 | 0,00 | 3 | 50,00 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 73 712 | −0,03 | 1 776 | 17,62 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28 669 | 1,51 | 691 | 19,38 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 317 485 | 0,03 | 7 566 | 10,71 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 2 433 631 | 4,00 | 57 993 | 15,10 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 17 700 | 12,74 | 422 | 24,56 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 8 517 | 203 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 4 191 | 0,00 | 100 | 10,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 14 202 | 0,00 | 338 | 10,82 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 41 917 | −11,58 | 999 | −2,16 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 713 | 46,88 | 327 | 63,00 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 17 248 | 0,36 | 371 | −4,87 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 13 971 | 0,00 | 333 | 10,67 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 79 752 | 2,39 | 1 900 | 13,37 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 64 010 | −0,81 | 1 525 | 9,79 | ||||
| 2025-08-06 | 13F | Phocas Financial Corp. | 36 417 | 0,00 | 868 | 10,59 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 65 563 | −54,87 | 1 562 | −50,05 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 524 270 | 1,16 | 12 493 | 11,96 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 109 244 | 196,37 | 2 603 | 211,36 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 89 752 | 4,50 | 1 932 | −0,87 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 12 359 | −2,62 | 295 | 7,69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 123 814 | 6,77 | 2 951 | 18,19 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 146 061 | 0,26 | 3 481 | 10,97 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 24 880 | 85,19 | 593 | 104,84 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 898 858 | 1,19 | 21 420 | 11,99 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 17 699 | 1,10 | 422 | 11,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 260 548 | 7,88 | 54 570 | 20,95 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 41 174 | 9,60 | 981 | 21,41 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 104 | 0,00 | 26 | 13,04 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 12 643 | −2,87 | 301 | 7,50 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 790 | 209 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 1 110 715 | 1,87 | 26 468 | 12,75 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 979 600 | −0,75 | 23 344 | 9,85 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 24 052 | 117,55 | 573 | 140,76 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 78 425 | 1,29 | 1 869 | 12,06 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 35 743 | 0,29 | 852 | 10,95 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 661 901 | −3,22 | 15 773 | 7,12 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8 454 | 201 | ||||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 40 194 | −1,33 | 958 | 9,12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 450 | 0,00 | 11 | 11,11 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 21 916 | −5,54 | 522 | 4,61 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14 313 | 0,27 | 341 | 11,07 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 2 814 002 | −1,42 | 67 058 | 9,11 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 196 074 | −1,79 | 4 672 | 8,70 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21 462 | 0,04 | 511 | 10,85 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 39 311 | −6,09 | 974 | 9,07 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 500 | 0,00 | 12 | 10,00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 20 690 | −15,87 | 493 | −6,81 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Weaver Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Envision Financial LLC | 50 751 | 6,90 | 1 209 | 18,30 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 203 | 0,50 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 463 | 368 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117 081 | 12,06 | 2 790 | 24,06 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 85 936 | −2,27 | 1 850 | −7,31 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95 153 | 0,29 | 2 267 | 11,02 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 3 206 507 | −13,67 | 76 411 | −4,44 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 021 775 | 1,92 | 24 349 | 12,81 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 19 695 | 0,00 | 469 | 10,61 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 18 583 | 0,16 | 443 | 10,78 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 25 763 | 0,03 | 614 | 10,65 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 54 678 | 0,00 | 1 303 | 10,62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 375 023 | −2,59 | 33 | 6,67 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 26 165 | 0,30 | 624 | 11,05 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 27 790 | 662 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 232 912 | 0,02 | 5 550 | 10,71 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 151 | −16,11 | 4 | −25,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 773 692 | 1,32 | 66 097 | 12,14 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 19 187 | −0,48 | 457 | 10,12 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 17 898 | 0,25 | 427 | 10,94 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 12 993 | −2,61 | 310 | 7,67 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 71 248 | 0,22 | 1 698 | 10,92 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 199 907 | 3,90 | 4 764 | 14,99 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 243 239 | 7,98 | 5 796 | 19,53 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65 158 | 0,15 | 1 553 | 10,86 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 482 739 | 11 504 | ||||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 12 340 | −0,04 | 294 | 10,94 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 331 818 | −0,25 | 7 907 | 10,42 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 217 616 | 218 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 21 183 | 12,36 | 505 | 24,44 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 392 406 | 8,96 | 9 351 | 20,60 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 81 358 | 118,46 | 1 940 | 142,07 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 85 569 | −0,18 | 2 039 | 10,51 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 8 780 332 | −2,67 | 209 | 7,73 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 13 376 | −9,15 | 319 | 0,63 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 100 537 | −0,12 | 2 396 | 10,52 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 39 842 | −3,39 | 949 | 6,99 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 193 042 | −1,78 | 4 600 | 8,72 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 210 724 | −3,17 | 5 022 | 7,17 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 16 267 | 32,61 | 396 | 50,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 217 210 | −1,61 | 100 457 | 8,89 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 204 160 | −6,94 | 4 865 | 3,01 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 1 560 616 | 2,32 | 33 600 | −2,95 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 121 606 | −26,51 | 2 898 | −18,67 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 814 190 | 1,10 | 19 402 | 11,90 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 61 871 | 0,00 | 1 474 | 10,66 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 31 158 | −23,70 | 742 | −15,59 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 35 522 | −0,06 | 847 | 10,59 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 24 697 | −88,61 | 589 | 11,15 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 137 043 | −1,13 | 3 266 | 9,42 | ||||
| 2025-07-28 | 13F | Dock Street Asset Management Inc | 37 019 | −4,10 | 882 | 6,14 | ||||
| 2025-08-12 | 13F | Main Management LLC | 11 220 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 2 370 | −13,85 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 29 754 | −8,55 | 709 | 1,29 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 40 578 | 0,00 | 967 | 10,65 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 9 965 | −1,51 | 237 | 9,22 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6 406 096 | 1,95 | 153 | 12,59 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 84 | 2 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 126 | 0,00 | 3 | 50,00 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 161 101 | 7,54 | 3 839 | 19,04 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 45 403 | 2,67 | 1 082 | 13,55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 529 675 | −21,42 | 36 452 | −13,03 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 58 611 | −8,00 | 1 397 | 1,82 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 19 143 | 0,00 | 456 | 10,68 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 16 846 | 201,95 | 401 | 234,17 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 15 811 | 0,32 | 377 | 10,91 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2 895 | 37,66 | 69 | 51,11 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 11 550 | 0,89 | 275 | 11,79 | ||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 16 592 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 269 712 | −2,62 | 6 427 | 7,80 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 26 874 | 0,12 | 640 | 10,92 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 1 639 862 | −2,60 | 39 078 | 7,81 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3 847 | 1,58 | 92 | 12,35 | ||||
| 2025-07-07 | 13F | Hoertkorn Richard Charles | 2 480 | −8,15 | 59 | 1,72 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 243 897 | 0,00 | 5 812 | 10,68 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 24 263 | −6,05 | 578 | 3,58 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 543 808 | 3,27 | 12 959 | 14,30 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 620 688 | 0,12 | 14 791 | 10,82 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 63 931 | −0,02 | 1 523 | 10,68 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 41 542 | 0,10 | 990 | 10,75 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 55 453 | 0,31 | 1 194 | −4,86 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 17 110 | 0,29 | 408 | 10,90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 401 205 | −0,63 | 10 | 12,50 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 811 | −14,54 | 639 | −5,48 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 575 | 204 | ||||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 17 554 | 0,25 | 418 | 10,88 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 70 606 | −1,26 | 1 683 | 9,29 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 17 782 | −26,09 | 424 | −18,34 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 333 | −64,74 | 222 | −60,98 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sierra Summit Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 207 208 | −1,49 | 47 521 | −6,57 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 718 | 0,28 | 17 | 13,33 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 420 | 0,00 | 10 | 11,11 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14 | 0 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 16 964 | −1,60 | 404 | 3,32 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 161 | 0,00 | 28 | 12,50 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 37 787 | 2,31 | 900 | 13,21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 117 919 | −13,87 | 2 810 | 7,46 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 16 076 | 1,10 | 383 | 11,99 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 10 764 | 0,00 | 257 | 10,82 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 43 614 | 28,34 | 1 039 | 42,13 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 57 487 | −0,69 | 1 370 | 9,87 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 231 | 6 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 430 | −8,16 | 34 | 3,03 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 113 575 | 230,53 | 50 113 | 265,54 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2 562 | 0,31 | 61 | 12,96 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 858 887 | 1,94 | 20 467 | 12,83 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 22 529 | −1,94 | 537 | 8,50 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 412 412 | −1,00 | 9 828 | 9,58 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35 738 | 0,12 | 852 | 10,81 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 90 329 | 74,33 | 2 153 | 93,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 30 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 160 310 | −0,98 | 27 650 | 9,60 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8 717 | 213 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 91 443 | −4,98 | 2 179 | 5,21 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 14 929 | 0,00 | 356 | 10,59 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 402 | 0,00 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 950 | −98,43 | 23 | −98,40 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13 731 | 327 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 18 051 | 0,00 | 430 | 10,82 | ||||
| 2025-08-14 | 13F | Fmr Llc | 989 303 | 9,62 | 23 575 | 21,34 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 235 624 | 1,21 | 5 073 | −4,01 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 8 774 | 0,02 | 209 | 11,17 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 1 084 059 | −0,03 | 23 340 | −5,18 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 189 034 | −49,49 | 5 | −50,00 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10 487 | 0,07 | 250 | 10,67 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 103 162 | −1,72 | 2 458 | 8,81 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 23 970 | −9,26 | 571 | 0,53 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 11 276 | 11,60 | 269 | 23,50 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 415 324 | −37,92 | 9 897 | −31,29 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104 477 | 28,30 | 2 249 | 21,70 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 21 465 | −1,20 | 512 | 9,42 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 624 863 | −0,66 | 14 890 | 9,95 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 260 009 | 2,97 | 6 196 | 13,98 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 12 242 | 0,00 | 292 | 10,65 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 750 | 0,00 | 18 | 6,25 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 23 304 | 0,00 | 555 | 10,78 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 661 | 16 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 600 | −70,44 | 14 | −67,44 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 36 792 | 0,17 | 902 | 14,92 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 72 795 | 19,92 | 1 735 | 32,77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27 673 | 6,33 | 1 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 1 176 627 | −1,07 | 28 039 | 9,51 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 18 963 | 0,00 | 452 | 10,54 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 68 052 | 2,22 | 1 622 | 13,12 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16 381 | 8,18 | 390 | 19,63 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 216 | 0,00 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 61 368 | −48,38 | 1 462 | −42,87 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 290 911 | 0,74 | 6 932 | 11,50 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23 509 | 0,06 | 560 | 10,89 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 68 768 | −0,79 | 1 639 | 9,79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 338 400 | 110,71 | 8 064 | 133,27 | |||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 3 194 802 | 7,82 | 76 132 | 19,34 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 451 216 | −9,00 | 10 752 | 0,44 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 10 141 | 0 | ||||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 202 687 | −2,59 | 4 830 | 7,84 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 985 | 0,00 | 21 | −4,55 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 37 768 | −91,43 | 900 | −90,51 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 63 686 | 6,76 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 6 047 159 | −4,97 | 144 104 | 5,19 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99 482 | 2,26 | 2 371 | 13,18 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 113 354 | 5,75 | 2 781 | 20,50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 629 376 | 15,17 | 14 998 | 27,48 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 180 | 0,00 | 4 | 33,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 32 944 | 0,09 | 785 | 10,88 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 120 033 | −3,68 | 2 860 | 6,60 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 325 395 | −4,78 | 7 933 | 7,83 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 191 382 | −0,04 | 4 561 | 10,63 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 9 182 | 219 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 928 831 | 3,36 | 22 738 | 17,08 | ||||
| 2025-07-17 | 13F | Altus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11 610 | 0,27 | 277 | 10,84 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 21 696 | 0,00 | 517 | 10,94 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 313 715 | −0,56 | 7 476 | 10,06 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 612 | 205 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 54 759 | −12,13 | 1 305 | −2,76 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 33 106 | −0,15 | 789 | 10,52 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 137 791 | −6,89 | 3 284 | 3,04 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 852 181 | 2,97 | 20 307 | 13,97 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 47 411 | −0,44 | 1 130 | 10,15 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1 088 248 | 3,31 | 25 933 | 17,90 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 8 928 | −26,19 | 213 | −18,46 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 19 203 | −26,58 | 458 | −18,83 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 89 666 | 0,42 | 2 137 | 11,13 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 1 400 | −15,92 | 33 | −5,71 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 398 870 | −3,16 | 9 505 | 7,20 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 18 385 | 0,00 | 438 | 10,89 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 10 268 | −31,86 | 245 | −24,69 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 41 713 | 10,72 | 1 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 31 200 | −11,99 | 743 | −2,62 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 10 165 | 242 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 519 324 | −9,01 | 12 375 | 0,71 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 202 095 | 189,24 | 4 816 | 220,15 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61 804 | 7,00 | 1 473 | 18,42 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12 223 396 | 2,71 | 291 284 | 13,68 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 441 861 | 2,97 | 10 530 | 13,96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 59 392 | 0,04 | 1 415 | 10,72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 99 655 | 15,69 | 2 375 | 28,05 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 197 131 | −0,02 | 4 698 | 10,65 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 13 072 | −11,87 | 312 | −2,51 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 161 937 | −3,43 | 3 859 | 6,87 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 157 823 | −19,85 | 3 761 | −11,30 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 20 | 0 | ||||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 38 475 | 2,09 | 917 | 12,95 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10 382 | 0,27 | 247 | 11,26 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 20 313 | −6,02 | 484 | 4,09 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 11 401 | −18,95 | 272 | −10,26 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 22 122 | 527 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 125 | 77 | ||||||
| 2025-07-07 | 13F | Bangor Savings Bank | 5 016 | −0,02 | 120 | 10,19 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 115 304 | 68,02 | 2 748 | 85,99 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12 881 | 0,30 | 0 | |||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 104 041 | 0,95 | 2 479 | 11,72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 204 510 | 9,83 | 4 873 | 21,55 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 19 | 0 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 1 284 069 | 0,30 | 30 599 | 11,02 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 147 594 | 3,99 | 3 517 | 15,12 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 19 025 | 4,97 | 453 | 16,15 | ||||
| 2025-05-02 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Penney Financial, LLC | 104 248 | 257,56 | 2 484 | 296,17 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 87 406 | 118,82 | 2 083 | 142,09 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 43 | −20,37 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 43 053 | 0,00 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 225 410 | 910,17 | 5 372 | 1 018,96 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 13 446 | 0,00 | 320 | 10,73 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 666 | 0,27 | 87 | 11,54 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 18 087 | 0,00 | 431 | 10,80 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 18 395 | −1,38 | 438 | 9,23 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 8 753 | 209 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 34 599 | 33,70 | 825 | 47,94 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 109 172 | −1,64 | 2 602 | 8,87 | ||||
| 2025-08-14 | 13F | Acas, Llc | 24 081 | −0,31 | 600 | 15,41 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 58 621 | −4,79 | 1 397 | 5,36 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 1 621 | 0,00 | 39 | 11,76 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 74 307 | 244,88 | 1 771 | 282,29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 642 | 10,69 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 8 516 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 128 548 | 7,44 | 3 | 50,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 180 | 17 900,00 | 4 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 321 737 | −10,99 | 7 667 | −1,49 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 11 438 | 0,00 | 273 | 10,57 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 652 952 | 4,54 | 16 | 15,38 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 844 089 | −16,57 | 20 115 | −7,66 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 239 977 | −0,29 | 5 719 | 10,36 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 7 041 | 0,63 | 168 | 11,33 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 121 310 | 17,41 | 2 891 | 29,95 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 24 730 | −2,95 | 589 | 7,48 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2 025 879 | −4,67 | 48 277 | 5,52 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 39 863 | 12,60 | 950 | 24,54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 000 692 | −0,32 | 23 846 | 10,33 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 87 975 | 0,71 | 2 096 | 11,49 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 32 348 | 5,66 | 771 | 16,84 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 1 775 | 0,00 | 42 | 10,53 | ||||
| 2025-04-15 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 199 316 | −5,16 | 4 750 | 4,97 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 65 203 | 5,48 | 1 554 | 16,77 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 155 541 | −0,02 | 3 707 | 10,66 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 559 877 | 3,83 | 13 342 | 14,92 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 60 | 0,00 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 28 936 | 690 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 5 310 | 0,00 | 127 | 10,53 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 126 397 | 10,55 | 3 012 | 22,39 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23 962 | 0,34 | 1 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 9 326 | 0,00 | 222 | 11,00 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 483 046 | −6,43 | 11 511 | 3,56 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 10 577 | 0,12 | 252 | 11,01 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6 180 | 0,00 | 147 | 10,53 | ||||
| 2025-08-14 | 13F | Betterment LLC | 16 827 398 | −2,47 | 401 | 7,82 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10 763 | 256 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 227 420 | 4 896 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 285 320 | 59,52 | 54 459 | 76,57 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 633 | 0,00 | 15 | 15,38 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 263 443 | 1,79 | 6 278 | 12,65 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16 461 | 2,84 | 392 | 13,95 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 69 277 | 0,00 | 1 651 | 10,66 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 50 194 | −21,92 | 1 196 | −13,52 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Souders Financial Advisors | 98 485 | −18,08 | 2 347 | −9,35 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 25 236 | 0,01 | 601 | 10,68 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 496 557 | 0,40 | 154 812 | 11,12 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 24 790 | 0,06 | 1 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 12 798 | 305 | ||||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1 083 704 | 1,79 | 25 825 | 12,67 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 151 864 | 3 619 | ||||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 26 980 | 0,03 | 643 | 10,69 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 34 040 | −0,25 | 811 | 10,49 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 31 046 | −1,72 | 740 | 8,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 129 657 | −7,74 | 3 090 | −3,17 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 888 459 | 69,98 | 21 172 | 88,14 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 27 748 | 0,00 | 661 | 10,72 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 289 | 4 138,89 | 55 | 5 300,00 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 59 087 | −0,07 | 1 408 | 10,60 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 9 219 | 220 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 446 | 0,00 | 34 | 9,68 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 21 114 | 0,00 | 503 | 10,79 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 176 328 | −18,31 | 4 202 | −9,60 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 515 890 | −4,02 | 12 294 | 6,23 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 50 954 | 1 214 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 387 281 | 20,63 | 9 229 | 33,51 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 26 718 | 175,76 | 637 | 205,77 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 55 028 | 0,00 | 1 311 | 10,73 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 116 006 | 15,44 | 2 764 | 27,79 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 385 570 | 1,42 | 9 188 | 12,25 | ||||
| 2025-04-11 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 509 143 | 3,32 | 12 270 | 21,59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 100 227 | 1 895,36 | 2 388 | 2 111,11 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 357 | 204,64 | 175 | 224,07 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 40 372 | 7,30 | 1 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 117 334 | −3,74 | 2 796 | 6,55 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 89 525 | −0,07 | 2 133 | 10,63 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 60 584 | 0,97 | 1 444 | 11,77 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 212 462 | −6,17 | 5 062 | 3,86 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 30 253 | −22,55 | 721 | −14,29 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 98 211 | −1,38 | 2 340 | 9,14 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 11 147 | −10,16 | 266 | −0,75 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 451 611 | −64,78 | 10 762 | −61,02 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 568 259 | 15,58 | 13 542 | 27,93 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10 544 | 1,32 | 251 | 12,05 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 86 528 | −1,02 | 2 062 | 9,51 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 66 618 | 3,68 | 1 597 | 15,40 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 13 106 | −50,88 | 312 | −45,64 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 63 388 | 0,49 | 1 511 | 11,19 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 500 | 12 | ||||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 924 085 | −7,97 | 22 021 | 1,85 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 132 600 | 0,00 | 3 160 | 10,69 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 3 530 639 | 0,88 | 84 135 | 11,65 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 39 774 | 0,00 | 948 | 10,63 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 31 420 | 173,57 | 745 | 202,44 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 34 917 | −0,89 | 832 | 9,76 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 4 883 682 | −0,20 | 116 378 | 10,46 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 165 124 | 2,71 | 3 935 | 13,24 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 246 343 | −1,55 | 5 870 | 8,97 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 469 414 | −1,61 | 11 186 | 8,91 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 9 600 | 0,00 | 229 | 10,68 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 25 432 | 0,00 | 606 | 10,79 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 761 312 | −0,07 | 18 | 12,50 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 433 | 0,33 | 58 | 9,62 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 49 560 | −3,76 | 1 181 | 6,59 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 34 106 | 0,03 | 813 | 10,63 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 6 780 272 | 280 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 129 | 11,21 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 651 173 | 5,48 | 63 177 | 16,74 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 492 | 0,00 | 12 | 10,00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 144 757 | 85,46 | 3 450 | 105,30 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 184 089 | 0,00 | 4 387 | 10,67 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 64 764 324 | 2 295,83 | 2 658 | −95,43 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 9 225 | 220 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 51 473 | 0,04 | 1 227 | 10,75 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 25 591 | −23,29 | 610 | −15,18 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 68 661 | 14,54 | 1 636 | 26,82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 57 815 | 16,65 | 1 378 | 29,05 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 16 950 | 0,00 | 404 | 10,71 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 27 980 | 45,82 | 667 | 53,46 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 69 581 | 20,01 | 1 658 | 32,85 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 52 392 | −2,96 | 1 248 | 7,40 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 691 | −6,11 | 16 | 6,67 | ||||
| 2025-04-10 | 13F | Columbia Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Five Oceans Advisors | 410 381 | −0,10 | 9 779 | 10,57 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 127 912 | −1,81 | 3 048 | 8,70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 691 716 | 7,41 | 16 | 23,08 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 30 000 | 0,00 | 715 | 10,70 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 999 947 | −5,70 | 23 829 | 4,37 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 21 842 | 1,99 | 521 | 12,80 | ||||
| 2025-08-04 | 13F | Balentine LLC | 15 426 | −27,35 | 368 | −19,69 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 44 875 | 0,43 | 1 069 | 11,12 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 241 166 | 0,97 | 5 747 | 11,75 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 8 050 | 192 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 77 555 | 1 848 | ||||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 327 595 | −5,58 | 7 807 | 4,51 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 084 | 310,61 | 26 | 400,00 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 881 493 | 3,12 | 21 006 | 14,14 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 55 590 | −0,28 | 1 325 | 10,33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 769 342 | −5,07 | 42 163 | 5,07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 133 520 | 4,20 | 50 842 | 15,33 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 11 187 | 0,02 | 267 | 10,83 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 9 010 | 0,00 | 215 | 10,88 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 22 510 | −0,92 | 536 | 9,61 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 96 875 | −11,59 | 2 309 | −2,16 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 43 | −20,37 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 10 716 | −9,68 | 255 | 0,00 | ||||
| 2025-07-24 | 13F | Ashford Advisors, LLC | 745 544 | 0,00 | 17 766 | 10,68 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 12 385 | 0,00 | 295 | 10,90 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 196 905 | 0,04 | 4 692 | 10,74 | ||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 184 918 | −1,16 | 4 407 | 9,41 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 104 339 | −5,02 | 26 316 | 5,13 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 83 335 | −21,78 | 1 986 | −13,43 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 162 204 | 8,47 | 3 865 | 20,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 354 112 | 123,74 | 8 439 | 147,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 516 353 | 2,01 | 12 305 | 12,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 519 812 | 1,09 | 12 387 | 11,90 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 11 725 | 4,45 | 279 | 15,77 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 138 | 3 | ||||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 18 979 | −21,82 | 452 | −13,41 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 11 468 | 0,00 | 273 | 10,98 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 19 563 | −1,12 | 466 | 9,65 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 13 303 | 8,05 | 317 | 19,62 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 12 411 | 0,00 | 296 | 10,49 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 11 200 | 4,16 | 267 | 15,15 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 18 457 | −1,12 | 440 | 9,48 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47 790 | −0,79 | 1 015 | −7,23 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 16 398 | 391 |
