SCHB - Schwab Strategic Trust - Schwab U.S. Broad Market ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Schwab Strategic Trust - Schwab U.S. Broad Market ETF
US ˙ ARCA ˙ US8085241029

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.

SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF Institutional Ownership
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.

SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF Historical Put/Call Ratio
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.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

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
2025-07-30 13F Wedgewood Investors Inc /pa/ 9 080 216
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 86 045 −1,42 2 082 11,28
2025-07-16 13F Builder Investment Group Inc /adv 30 131 1,66 718 12,54
2025-08-06 13F SOUTH STATE Corp 119 878 0,04 2 857 10,74
2025-07-31 13F Optimum Investment Advisors 486 0,00 12 10,00
2025-07-29 13F TFC Financial Management 816 0,00 19 11,76
2025-08-08 13F Your Advocates Ltd., LLP 18 026 0,28 430 10,85
2025-07-15 13F Accurate Wealth Management, LLC 17 000 411
2025-07-15 13F Sheets Smith Wealth Management 302 190 −1,32 7 201 9,24
2025-07-23 13F L.K. Benson & Company, P.C. 44 715 0,39 1 066 11,17
2025-08-11 13F Strategic Wealth Partners, Ltd. 48 1
2025-08-12 13F Wernau Asset Management Inc. 28 194 0,00 672 10,54
2025-07-18 13F BSW Wealth Partners 68 825 −10,68 1 640 −1,09
2025-07-07 13F Modus Advisors, LLC 77 537 −0,15 1 848 10,53
2025-08-14 13F Goldman Sachs Group Inc 1 080 960 −30,24 25 759 −22,79
2025-07-07 13F Accelerate Investment Advisors LLC 8 646 −12,70 206 −3,29
2025-07-16 13F/A CX Institutional 89 795 −50,26 2 −33,33
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 14 625 0,00 315
2025-07-24 13F Jfs Wealth Advisors, Llc 298 171 −6,57 7 105 3,41
2025-07-15 13F Ballentine Partners, LLC 3 272 279 6,04 77 978 17,37
2025-07-23 13F Capital Management Associates, Inc 1 775 141 −49,67 42 302 −44,30
2025-08-13 13F Fisher Asset Management, LLC 23 966 133,61 571 159,55
2025-07-07 13F Aletheian Wealth Advisors LLC 25 860 0,01 616 10,79
2025-07-23 13F Arcadia Investment Advisors Llc 269 372 −2,80 6 419 7,59
2025-07-23 13F High Note Wealth, LLC 156 0,00 4 0,00
2025-08-07 13F Lakeridge Wealth Management LLC 18 672 −8,48 445 1,14
2025-08-11 13F Mosaic Family Wealth Partners, Llc 9 872 235
2025-08-12 13F Passive Capital Management, LLC. 540 099 −1,06 12 865 9,47
2025-08-11 13F TD Waterhouse Canada Inc. 198 0,00 5 0,00
2025-07-17 13F/A Capital Investment Advisors, LLC 13 595 −20,96 324 −12,70
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 49 139 −4,85 1 171 5,31
2025-08-14 13F EP Wealth Advisors, Inc. 138 146 25,94 3 292 39,43
2025-07-23 13F Cornerstone Enterprises, Llc 12 426 0,00 296 10,86
2025-08-12 13F Howe & Rusling Inc 91 866 4,76 2 189 16,00
2025-08-08 13F Citizens Financial Group Inc/ri 20 595 −48,67 491 −43,22
2025-08-08 13F W.H. Cornerstone Investments Inc. 48 082 12,65 1 146 24,73
2025-07-18 13F/A MJT & Associates Financial Advisory Group, Inc. 36 −2,70 1
2025-08-13 13F Brown Advisory Inc 2 738 170 −2,91 65 251 7,47
2025-07-10 13F Kmg Fiduciary Partners, Llc 44 622 0,00 1 063 10,73
2025-07-31 13F Waldron Private Wealth LLC 450 000 0,00 10 724 10,68
2025-08-14 13F Jane Street Group, Llc Call 0 −100,00 0
2025-07-22 13F Olistico Wealth, LLC 665 −24,94 16 −21,05
2025-07-30 13F Schnieders Capital Management Llc 9 151 218
2025-08-07 13F Everhart Financial Group, Inc. 464 093 1,59 11 059 12,45
2025-08-12 13F Argent Trust Co 21 636 0,00 516 10,75
2025-08-14 13F Stifel Financial Corp 581 544 −29,89 13 858 −22,39
2025-05-14 13F Susquehanna International Group, Llp Put 0 −100,00 0 −100,00
2025-07-22 13F Jamison Private Wealth Management, Inc. 17 399 0,25 415 10,99
2025-08-13 13F D L Carlson Investment Group Inc 2 616 852 −5,31 62 360 4,81
2025-07-09 13F Westbourne Investments, Inc. 66 164 −0,19 1 577 10,44
2025-07-15 13F Heritage Oak Wealth Advisors Llc 21 642 −2,45 516 7,97
2025-08-12 13F Country Trust Bank 38 250 0,00 911 10,69
2025-08-12 13F Councilmark Asset Management, LLC 13 290 0,00 317 10,49
2025-05-07 13F Keystone Financial Group, Inc. 0 −100,00 0
2025-07-09 13F Massmutual Trust Co Fsb/adv 36 225 −6,09 863 3,98
2025-08-01 13F Rossby Financial, LCC 10 737 −31,11 256 −22,73
2025-08-12 13F Accredited Wealth Management, LLC 15 692 −6,24 374 3,61
2025-08-14 13F Destination Wealth Management 268 527 −1,64 6 399 8,88
2025-07-23 13F Values Added Financial LLC 102 005 −1,10 2 431 9,46
2025-08-14 13F Vivaldi Capital Management, LLC 206 880 −1,83 4 930 8,64
2025-08-15 13F Captrust Financial Advisors 3 396 843 0,33 80 947 11,05
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 13 891 −18,24 331 −9,32
2025-07-18 13F Heritage Financial Services, LLC 21 765 2,60 519 13,60
2025-07-29 13F Novare Capital Management Llc 169 197 −2,35 4 032 8,07
2025-08-14 13F Quantinno Capital Management LP 1 234 589 942,16 29 420 1 053,73
2025-07-23 13F Joel Isaacson & Co., LLC 30 668 0,30 731 10,94
2025-07-16 13F Squire Investment Management Company, LLC 12 002 0,00 286 10,85
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 5 664 0,00 135 10,74
2025-07-22 13F Warwick Investment Management, Inc. 10 661 254
2025-08-13 13F Transce3nd, LLC 276 0,00 7 20,00
2025-08-08 13F Bouchey Financial Group Ltd 8 275 927 0,45 197 215 11,19
2025-07-16 13F Embree Financial Group 345 529 −1,44 8 234 9,09
2025-08-14 13F Becker Capital Management Inc 8 840 211
2025-07-22 13F Joule Financial, LLC 189 787 338,86 4 523 385,71
2025-07-29 13F Aspiriant, Llc 77 840 0,00 1 855 10,69
2025-07-25 13F Midwest Capital Advisors, LLC 91 059 −1,01 2 170 9,55
2025-07-08 13F Red Spruce Capital, LLC 9 507 0,00 227 10,78
2025-08-08 13F Glaxis Capital Management, LLC 9 315 222
2025-08-12 13F/A Brightwater Advisory LLC 342 201 35,69 8 155 50,19
2025-08-14 13F Keebeck Wealth Management, LLC 49 962 −2,26 1 191 8,18
2025-08-14 13F MidWestOne Financial Group, Inc. 580 237 13 827
2025-07-18 13F Liberty Capital Management, Inc. 416 347 2,05 9 922 12,96
2025-07-15 13F Kwmg, Llc 0 −100,00 0
2025-08-07 13F Gs Investments, Inc. 25 370 −2,35 605 8,05
2025-08-11 13F NewEdge Wealth, LLC 85 655 69,92 2 088 92,44
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 8 479 −6,93 202 3,06
2025-07-17 13F Beacon Capital Management, LLC 1 223 0,25 29 11,54
2025-07-31 13F Carlton Hofferkamp & Jenks Wealth Management, LLC 853 493 −0,94 20 894 19,87
2025-08-06 13F Soltis Investment Advisors LLC 41 727 15,06 994 27,44
2025-07-11 13F SILVER OAK SECURITIES, Inc 78 823 −0,41 1 878 10,73
2025-08-12 13F Choate Investment Advisors 12 630 0,00 301 10,70
2025-08-14 13F Glenmede Investment Management, LP 76 804 1 830
2025-07-15 13F Cordant, Inc. 210 552 16,72 5 017 29,20
2025-07-30 13F Studio Investment Management Llc 0 −100,00 0
2025-07-31 13F Buckingham Strategic Partners 216 044 9,22 5 148 20,90
2025-07-30 13F Cullen/frost Bankers, Inc. 36 852 0,00 878 10,72
2025-07-21 13F Old Second National Bank Of Aurora 8 250 0,00 197 10,73
2025-07-09 13F Westmount Partners, LLC 33 315 −2,22 794 8,19
2025-07-17 13F Sonora Investment Management Group, LLC 16 602 0,28 396 10,96
2025-08-07 13F Evoke Wealth, Llc 17 754 −8,98 423 0,95
2025-08-14 13F Ambassador Advisors, LLC 22 398 −0,18 534 10,35
2025-08-14 13F Freedom Financial Partners LLC 56 553 −4,39 1 348 5,81
2025-07-23 13F Aurora Investment Managers, LLC. 8 910 0
2025-07-15 13F Hartmann Taylor Wealth Management, LLC 228 179 0,22 5 438 10,94
2025-07-24 13F Baldwin Brothers Inc/ma 16 260 0,10 387 10,89
2025-07-30 13F Retirement Planning Group 1 537 151 −13,55 36 630 −4,32
2025-08-13 13F MONECO Advisors, LLC 12 798 0,00 305 10,55
2025-07-30 13F Forum Financial Management, LP 31 529 4,46 751 15,72
2025-08-08 13F Kingsview Wealth Management, LLC 10 841 258
2025-08-13 13F Lido Advisors, LLC 790 976 4,05 18 849 15,17
2025-07-09 13F Exchange Bank 77 350 −0,64 1 843 9,96
2025-08-06 13F Horizon Investment Services, LLC 29 162 −4,36 695 5,79
2025-08-08 13F Apex Wealth Management, LLC 51 093 191,66 1 218 222,81
2025-08-12 13F SRS Capital Advisors, Inc. 172 070 −4,48 4 193 8,10
2025-07-22 13F PUREfi Wealth, LLC 12 357 294
2025-05-09 13F Wade Financial Advisory, Inc 250 830 −5,08 5 400 −9,97
2025-07-09 13F Stony Point Wealth Management Inc. 18 802 15,98 448 28,37
2025-08-14 13F Glen Eagle Advisors, LLC 2 047 −0,58 49 9,09
2025-08-13 13F Everstar Asset Management, LLC 63 019 −2,49 1 502 7,91
2025-07-11 13F Annex Advisory Services, LLC 26 305 −13,03 627 −3,84
2025-07-25 13F Quantum Financial Planning Services, Inc. 10 168 0,30 242 11,01
2025-08-12 13F Pathstone Holdings, LLC 136 891 −52,13 3 262 −46,22
2025-07-28 13F Private Wealth Asset Management, LLC 1 200 0,00 29 12,00
2025-08-14 13F Group One Trading, L.p. 4 699 112
2025-07-22 13F/A Elser Financial Planning, Inc 108 325 3,53 2 581 14,61
2025-07-29 13F Barden Capital Management, Inc. 88 773 4,63 2 115 15,83
2025-04-30 13F J Hagan Capital, Inc. 121 917 2 768
2025-08-14 13F Royal Capital Wealth Management, LLC 18 080 0,03 431 10,54
2025-08-05 13F Plante Moran Financial Advisors, LLC 14 121 0,26 337 10,89
2025-08-06 13F Savant Capital, LLC 2 322 096 20,83 55 336 33,74
2025-08-13 13F Hendershot Investments Inc. 85 750 2,00 2 043 12,94
2025-07-30 13F Bogart Wealth, LLC 60 103 −19,94 1 432 −11,39
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 120 000 −0,89 2 860 9,71
2025-08-18 13F Pacific Center for Financial Services 6 883 1,34 164 12,33
2025-07-23 13F Madden Advisory Services, Inc. 757 992 −2,64 18 063 7,76
2025-07-23 13F Peak Financial Management, Inc. 453 293 3,26 10 802 14,28
2025-07-25 13F Almanack Investment Partners, LLC. 100 593 −70,89 2 397 −67,78
2025-08-14 13F Group One Trading, L.p. Put 17 100 905,88 499 1 088,10
2025-08-14 13F DecisionPoint Financial, LLC 33 423 0,00 796 10,71
2025-08-14 13F Vista Private Wealth Partners. LLC 29 523 0,30 704 11,06
2025-04-01 13F Cornerstone Planning, LLC 52 261 1 186
2025-07-10 13F Ahl Investment Management, Inc. 292 296 −0,71 6 965 9,89
2025-07-17 13F Prepared Retirement Institute LLC 21 515 0,39 513 11,06
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 250 238 −0,17 5 963 10,51
2025-07-17 13F MBA Advisors LLC 186 982 3,84 4 456 14,94
2025-08-14 13F Boston Private Wealth Llc 64 890 1 546
2025-08-07 13F Fonville Wealth Management LLC 61 136 −0,81 1 457 11,15
2025-07-15 13F BCS Wealth Management 129 450 −0,27 3 50,00
2025-07-22 13F IFS Advisors, LLC 1 0,00 0
2025-07-25 13F Keener Financial Planning LLC 21 006 0,00 0
2025-07-29 13F Signature Estate & Investment Advisors Llc 24 343 −43,00 580 −36,89
2025-05-09 13F Belvedere Trading LLC Call 0 −100,00 0 −100,00
2025-07-29 13F Stratos Wealth Partners, LTD. 24 922 2,34 594 13,17
2025-07-09 13F Dynamic Advisor Solutions LLC 23 319 0,25 556 11,00
2025-07-24 13F Robertson Stephens Wealth Management, LLC 238 297 −8,69 5 679 1,07
2025-07-11 13F AA Financial Advisors, LLC 14 169 3,30 338 14,24
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-07-24 13F Trevian Wealth Management LLC 17 066 70,29 0
2025-07-31 13F Wealthfront Advisers Llc 56 360 948 −3,54 1 343 081 6,77
2025-08-11 13F Rockbridge Investment Management, LCC 359 342 −0,59 8 563 10,04
2025-07-16 13F Cahaba Wealth Management, Inc. 66 019 1 573
2025-07-22 13F Davidson Kahn Capital Management, LLC 423 629 12,23 10 119 24,50
2025-08-06 13F Wsfs Capital Management, Llc 10 228 244
2025-08-07 13F Rollins Financial Advisors, LLC 24 137 0,00 575 10,79
2025-07-29 13F Creekside Partners 298 086 11,59 7 103 23,51
2025-07-15 13F Mather Group, Llc. 100 816 −2,19 2 402 8,25
2025-07-30 13F D.a. Davidson & Co. 55 614 4,06 1 325 15,22
2025-08-14 13F/A Skopos Labs, Inc. 2 290 0,31 55 10,20
2025-07-23 13F Ami Investment Management Inc 96 876 −3,81 2 309 6,46
2025-08-14 13F Mercer Global Advisors Inc /adv 2 870 409 43,53 68 402 58,86
2025-07-22 13F Berger Financial Group, Inc 12 509 0,76 298 11,61
2025-08-12 13F Integrated Advisors Network LLC 64 017 −1,49 1 526 9,01
2025-07-31 13F McCarthy Asset Management, Inc. 88 061 −10,64 2 099 −1,08
2025-08-12 13F BlueStem Wealth Partners, LLC 40 782 −7,83 972 2,00
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1 257 0,32 30 11,54
2025-07-07 13F Whitaker-Myers Wealth Managers, LTD. 47 311 −1,06 1 127 9,52
2025-07-29 13F First National Bank of Mount Dora, Trust Investment Services 81 939 0,00 1 953 10,66
2025-07-07 13F Global Wealth Strategies & Associates 0 −100,00 0
2025-08-12 13F Proequities, Inc. Put 0 0
2025-08-14 13F Financial Engines Advisors L.L.C. 232 974 −10,75 5 551 −1,23
2025-08-07 13F Americana Partners, LLC 11 930 0,29 284 10,94
2025-08-12 13F Proequities, Inc. 0 0
2025-08-11 13F Pineridge Advisors LLC 140 291 −0,14 3 343 10,55
2025-08-18 13F/A National Bank Of Canada /fi/ 4 051 638 −8,35 96 546 1,45
2025-07-15 13F RVW Wealth, LLC 135 216 −0,43 3 222 10,23
2025-08-12 13F Eley Financial Management, Inc 69 503 25,70 1 656 38,69
2025-07-17 13F Capital Insight Partners, Llc 13 218 0,00 315 10,56
2025-07-21 13F Ameriflex Group, Inc. 0 −100,00 0
2025-08-04 13F Keybank National Association/oh 96 393 63,63 2 297 81,15
2025-07-08 13F Adamsbrown Wealth Consultants Llc 14 354 0,00 342 10,68
2025-07-25 13F Gibson Capital, LLC 17 015 0,02 405 10,66
2025-07-29 13F Socha Financial Group, LLC 931 488 −70,92 22 197 −67,81
2025-05-14 13F River Wealth Advisors LLC 0 −100,00 0
2025-07-15 13F Financial Management Professionals, Inc. 97 836 −5,44 2 331 4,67
2025-07-21 13F Ameritas Advisory Services, LLC 12 575 −15,06 300 −7,14
2025-07-31 13F Sage Mountain Advisors LLC 6 127 38,46 146 53,68
2025-07-10 13F Pachira Investments Inc. 16 004 −7,86 381 2,42
2025-07-17 13F Summit Financial Strategies, Inc. 3 696 905 −4,78 88 097 5,39
2025-08-06 13F Ethos Financial Group, LLC 2 059 938 10,20 49 088 15,71
2025-05-14 13F Heritage Wealth Partners, LLC 17 787 383
2025-08-14 13F Hirtle Callaghan & Co LLC 21 347 0,00 509 10,68
2025-08-08 13F ProVise Management Group, LLC 246 506 −0,81 5 874 9,79
2025-07-31 13F Pullen Investment Management, LLC 201 520 −12,36 4 802 −2,99
2025-08-15 13F Orcam Financial Group 326 901 0,28 7 790 11,00
2025-07-08 13F Arlington Trust Co LLC 18 686 −3,34 445 6,97
2025-09-09 13F Cambridge Financial Group, LLC 189 882 43,82 4 525 59,30
2025-08-12 13F Laurel Wealth Advisors LLC 80 093 2 337,40 3 −95,71
2025-08-13 13F Options Solutions, Llc 30 000 0,00 715 10,70
2025-07-16 13F Prairiewood Capital, LLC 11 199 267
2025-08-13 13F Rinkey Investments 0 −100,00 0
2025-08-05 13F Next Capital Management LLC 32 926 0,30 785 11,05
2025-08-06 13F Modera Wealth Management, LLC 113 653 18,63 2 708 31,33
2025-07-29 13F Koshinski Asset Management, Inc. 144 156 −2,93 3 435 7,44
2025-08-12 13F Peachtree Investment Partners, LLC 72 970 4,99 1 739 16,18
2025-07-18 13F Naples Global Advisors, Llc 158 652 −0,03 3 781 10,66
2025-07-24 13F Game Plan Financial Advisors, LLC 148 897 1,40 3 548 12,24
2025-08-14 13F Ruggaard & Associates LLC 10 277 −23,33 245 −15,28
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 3 258 0,09 78 10,00
2025-07-18 13F TruNorth Capital Management, LLC 4 664 159 9,72 111 147 21,44
2025-08-06 13F Rialto Wealth Management, LLC 121 377 −1,63 2 892 8,89
2025-08-06 13F OneAscent Wealth Management LLC 34 079 117,16 1
2025-08-07 13F HC Advisors, LLC 10 188 0,00 243 10,50
2025-08-19 13F Advisory Services Network, LLC 60 029 1,77 1 463 15,21
2025-07-25 13F Atria Wealth Solutions, Inc. 221 297 −20,88 5 278 −12,36
2025-08-12 13F Wealthbridge Capital Management, Llc 13 075 −10,24 312 −0,64
2025-08-05 13F Bank Of Montreal /can/ 107 050 13,65 2 551 25,85
2025-08-08 13F Empower Advisory Group, LLC 506 851 −12,91 12 078 −3,60
2025-07-23 13F SpringVest Wealth Management LLC 47 552 30,78 1 133 44,88
2025-08-14 13F RMB Capital Management, LLC 75 856 29,20 1 808 42,96
2025-07-10 13F Stonekeep Investments, LLC 862 130 0,42 20 545 11,15
2025-07-24 13F Copperwynd Financial, LLC 29 519 703
2025-07-31 13F Brighton Jones Llc 225 514 1,28 5 374 12,12
2025-08-11 13F Mill Creek Capital Advisors, LLC 161 814 3 856
2025-08-12 13F Financial Advocates Investment Management 13 599 −15,48 324 −6,36
2025-07-29 NP EBI - Longview Advantage ETF 0 −100,00 0 −100,00
2025-07-22 13F Capital Advisors Inc/ok 82 294 −1,05 1 961 9,55
2025-07-22 13F Silver Lake Advisory, LLC 10 083 0,30 240 11,11
2025-07-31 13F Leavell Investment Management, Inc. 510 992 0,74 12 177 11,50
2025-08-07 13F Alliance Wealth Management Group 428 601 4,12 10 214 15,24
2025-08-14 13F Wealth Preservation Advisors, LLC 1 380 0,00 33 10,34
2025-07-08 13F Boltwood Capital Management 108 965 2,55 2 597 13,51
2025-07-22 13F IMC-Chicago, LLC Put 0 −100,00 0
2025-05-07 13F Hallmark Capital Management Inc 0 −100,00 0
2025-07-23 13F Schrum Private Wealth Management LLC 17 850 0,00 425 10,68
2025-08-14 13F IHT Wealth Management, LLC 98 968 −20,52 2 358 −12,01
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 465 11
2025-07-17 13F Sterling Investment Advisors, Ltd. 9 005 215
2025-05-08 13F Us Financial Advisors, Llc 10 428 0,00 225 −5,08
2025-08-07 13F Cahill Financial Advisors Inc 37 938 0,20 904 10,92
2025-07-21 13F Tanglewood Wealth Management, Inc. 922 238 36,64 21 977 51,24
2025-07-23 13F Elevate Wealth Advisory, Inc 2 703 0,00 64 10,34
2025-07-16 13F Kiley Juergens Wealth Management, Llc 178 847 2,56 4 262 13,51
2025-08-14 13F Staley Capital Advisers Inc 60 713 −0,75 1 447 9,79
2025-08-12 13F Putnam Fl Investment Management Co 10 782 4,94 257 15,84
2025-07-24 13F Bernard Wealth Management Corp. 539 0,00 13 9,09
2025-08-06 13F Atlantic Union Bankshares Corp 13 077 312
2025-08-08 13F Pnc Financial Services Group, Inc. 107 772 −6,15 2 568 3,88
2025-08-06 13F SNS Financial Group, LLC 1 864 325 0,32 44 427 11,03
2025-08-05 13F Cherry Tree Wealth Management, LLC 121 559 0,65 2 897 11,38
2025-07-17 13F Smith, Salley & Associates 48 728 2,38 1 161 13,38
2025-09-04 13F ZynergyRetirementPlanningLLC 13 860 −10,13 330 −5,71
2025-08-01 13F Cobblestone Capital Advisors Llc /ny/ 821 814 −1,76 19 584 8,73
2025-08-14 13F Bank Of America Corp /de/ 3 250 928 3,42 77 470 14,47
2025-07-24 13F Mengis Capital Management, Inc. 42 211 0,11 1 006 10,80
2025-07-29 13F Financial Futures Ltd Liability Co. 57 344 48,29 1 367 64,18
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 71 670 24,75 1 708 38,11
2025-08-08 13F VERITY Wealth Advisors 56 088 0,00 1 337 10,69
2025-08-08 13F United Asset Strategies, Inc. 16 737 −7,07 399 2,84
2025-07-15 13F Garrett Investment Advisors LLC 68 774 −19,00 1 639 −10,39
2025-08-14 13F Waterford Advisors, LLC 139 009 505,86 547 10,75
2025-07-23 13F Spectrum Asset Management, Inc. (NB/CA) 78 528 4,67 1 871 15,85
2025-07-31 13F United Community Bank 4 800 0,00 114 10,68
2025-08-19 13F Asset Dedication, LLC 135 596 3,45 3 231 14,53
2025-08-18 13F Front Row Advisors LLC 16 726 0,75 399 11,48
2025-08-01 13F Biltmore Family Office, LLC 6 750 0,00 161 10,34
2025-08-12 13F North Star Asset Management Inc 2 664 456 −8,41 63 494 1,37
2025-08-07 13F Brio Consultants, LLC 148 220 87,86 3 532 108,01
2025-08-11 13F Root Financial Partners, LLC 17 772 −50,63 423 −45,56
2025-08-14 13F Fairview Capital Investment Management, Llc 15 009 0,00 358 10,53
2025-08-07 13F Nwam Llc 0 −100,00 0
2025-08-13 13F Strategic Financial Planning, Inc. 982 798 3,36 23 420 14,40
2025-09-04 13F V. M. Manning & Co., Inc. 14 419 359
2025-07-17 13F Financial Designs Corp 131 676 −0,07 3 138 10,61
2025-08-06 13F Van Cleef Asset Management,Inc 84 793 −5,94 2 021 4,12
2025-08-08 13F Truepoint, Inc. 1 135 811 −2,34 27 066 8,10
2025-08-04 13F Arkadios Wealth Advisors 19 386 73,20 462 92,08
2025-07-14 13F Painted Porch Advisors LLC 372 0,00 9 0,00
2025-07-25 13F Total Clarity Wealth Management, Inc. 17 404 14,58 415 20,35
2025-08-08 13F Thoroughbred Financial Services, Llc 9 804 0
2025-08-11 13F Wealthgarden F.s. Llc 23 576 15,09 575 30,16
2025-08-14 13F Wells Fargo & Company/mn 2 372 012 18,17 56 525 30,80
2025-07-31 13F Jackson Hole Capital Partners, LLC 103 424 0,01 2 465 10,69
2025-04-24 13F Wingate Wealth Advisors, Inc. 0 −100,00 0
2025-05-12 13F Hantz Financial Services, Inc. 0 −100,00 0
2025-07-24 13F Morton Brown Family Wealth, LLC 3 833 932 4,10 91 363 15,23
2025-08-12 13F Kohmann Bosshard Financial Services, LLC 12 658 −88,09 302 −86,84
2025-08-14 13F Pinnacle Family Advisors, LLC 51 775 −74,33 1 234 −71,60
2025-07-22 13F Wealthcare Advisory Partners LLC 179 560 −0,58 4 279 10,03
2025-07-25 13F R. W. Roge & Company, Inc. 31 339 −2,68 1
2025-08-06 13F Wedbush Securities Inc 18 524 −1,52 0
2025-07-25 13F Concurrent Investment Advisors, LLC 51 502 31,32 1 227 45,38
2025-08-11 13F FineMark National Bank & Trust 49 752 0,00 1 186 10,64
2025-08-12 13F Shakespeare Wealth Management, Inc. 25 089 0,00 598 10,56
2025-07-24 13F Eastern Bank 2 065 −13,96 49 −3,92
2025-07-15 13F Droms Strauss Advisors Inc /mo/ /adv 9 635 0,00 230 10,63
2025-08-07 13F Kestra Private Wealth Services, Llc 62 479 −10,12 1 489 −0,53
2025-04-09 13F St Germain D J Co Inc 0 0
2025-07-18 13F Access Financial Services, Inc. 14 823 −2,63 353 7,95
2025-07-28 13F Sterling Financial Planning, Inc. 9 641 0,29 230 11,17
2025-08-12 13F Indie Asset Partners, LLC 39 773 −4,67 948 5,46
2025-07-15 13F EWG Elevate Inc. 35 790 −0,78 853 9,79
2025-08-13 13F Shepherd Financial Partners LLC 17 941 0,30 428 10,91
2025-08-14 13F Mairs & Power Inc 261 246 0,00 6 225 10,69
2025-08-14 13F CoreCap Advisors, LLC 55 445 −0,53 1 321 10,08
2025-08-05 13F Gibraltar Capital Management, Inc. 17 322 0,00 413 10,75
2025-07-29 13F APCM Wealth Management for Individuals 16 314 −10,99 389 −1,52
2025-08-14 13F Aspen Grove Capital, LLC 8 935 213
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-08-12 13F Holderness Investments Co 94 995 2,53 2 264 13,49
2025-08-18 13F Geneos Wealth Management Inc. 33 800 155,85 805 183,45
2025-07-15 13F MCF Advisors LLC 31 857 0,00 759 10,80
2025-07-25 13F Northwest Capital Management Inc 33 408 −25,40 796 −17,43
2025-08-11 13F MainStreet Investment Advisors LLC 36 225 −6,09 863 3,98
2025-07-22 13F Merit Financial Group, LLC 165 921 52,13 3 954 68,36
2025-07-17 13F LexAurum Advisors, LLC 100 040 76,46 2 384 95,33
2025-08-04 13F Noesis Capital Mangement Corp 12 875 27,55 307 41,01
2025-09-09 13F NWF Advisory Services Inc. 84 711 0,00 2 019 10,70
2025-08-05 13F Tiaa Trust, National Association 108 739 −2,12 2 591 8,36
2025-07-29 13F Empirical Asset Management, LLC 9 007 215
2025-08-19 13F Cape Investment Advisory, Inc. 1 583 013 1,53 37 723 12,37
2025-07-22 13F Valley National Advisers Inc 1 111 401 0,69 26 13,04
2025-08-14 13F Marquette Associates, Inc. 35 182 0,00 838 10,70
2025-07-09 13F OLIO Financial Planning 24 782 −0,00 591 10,69
2025-08-07 13F Winthrop Capital Management, LLC 23 700 −22,14 1
2025-08-15 13F WealthCollab, LLC 152 194 −1,99 3 627 8,47
2025-08-14 13F Operose Advisors LLC 86 841 1,62 2 069 12,51
2025-07-22 13F Miracle Mile Advisors, LLC 28 185 −9,71 672 −0,15
2025-08-14 13F Main Street Financial Solutions, LLC 320 591 −7,33 7 640 2,56
2025-08-05 13F Oakwell Private Wealth Management, LLC 44 173 0,00 1 053 10,62
2025-08-14 13F Advisor OS, LLC 19 333 −0,48 461 10,05
2025-07-22 13F Red Tortoise LLC 101 871 0,15 2 428 10,87
2025-08-14 13F Aberdeen Wealth Management LLC 1 775 0,11 42 10,53
2025-08-14 13F Ieq Capital, Llc 120 819 6,56 2 879 17,99
2025-07-31 13F Dodds Wealth, LLC 876 957 1,89 20 898 12,77
2025-07-22 13F Red Door Wealth Management, LLC 244 884 −1,00 5 836 9,58
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 2 613 9,33 62 21,57
2025-07-24 13F Live Oak Investment Partners 15 828 0,00 377 10,88
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-08-05 13F Ellevest, Inc. 257 871 −24,59 6 145 −16,53
2025-04-24 13F Tanager Wealth Management LLP 0 −100,00 0
2025-04-28 13F Astoria Portfolio Advisors LLC. 0 −100,00 0
2025-07-23 13F Axos Invest Inc. 159 427 −4,03 3 799 6,24
2025-08-13 13F B&D White Capital Company, LLC 63 669 0,06 1 517 10,73
2025-07-17 13F Claris Advisors, Llc / Mo / 11 780 0,29 281 11,11
2025-07-28 13F Harbour Investments, Inc. 922 179 3,38 21 976 14,43
2025-08-04 13F BLB&B Advisors, LLC 36 908 −4,33 880 5,90
2025-07-24 13F Blair William & Co/il 297 226 −0,82 7 083 9,78
2025-08-13 13F Financial Freedom, LLC 385 0,26 9 12,50
2025-08-12 13F Blueprint Financial Advisors LLC 203 143 −2,42 4 841 7,99
2025-07-18 13F Midwest Financial Group LLC 46 633 0,30 1 111 10,99
2025-07-28 13F Mutual Advisors, LLC 274 627 17,62 6 753 36,37
2025-07-10 13F Redhawk Wealth Advisors, Inc. 95 774 −15,97 2 282 −6,97
2025-07-18 13F Bartlett & Co. Wealth Management Llc 1 045 997 −0,67 24 926 9,94
2025-07-24 13F Ronald Blue Trust, Inc. 21 961 0,16 523 10,81
2025-08-13 13F Russell Investments Group, Ltd. 9 924 18,54 236 31,11
2025-08-14 13F Modern Wealth Management, LLC 279 101 10,30 6 651 22,06
2025-08-11 13F Blue Bell Private Wealth Management, Llc 619 457 −0,63 14 762 9,98
2025-08-12 13F Bowie Capital Management, LLC 30 000 −23,08 715 −14,90
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-08-12 13F MAI Capital Management 1 113 342 10,65 26 531 22,47
2025-07-15 13F Fifth Third Bancorp 39 201 −1,42 934 9,11
2025-05-05 13F Morningstar Investment Services LLC 175 180 −37,94 4 −50,00
2025-07-23 13F Ironwood Financial, llc 38 821 0,00 836 0,00
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 26 005 0,29 620 10,93
2025-08-14 13F West Coast Financial LLC 0 −100,00 0 −100,00
2025-07-15 13F Attessa Capital LLC 53 230 −5,18 1 268 4,97
2025-07-10 13F Legacy Financial Strategies, LLC 2 545 750 2,47 60 665 13,41
2025-07-15 13F Traction Financial Partners, LLC 28 904 5,52 689 16,81
2025-07-09 13F Fiduciary Alliance LLC 18 688 −9,90 445 −0,22
2025-08-15 13F CI Private Wealth, LLC 1 386 236 106,50 33 036 128,58
2025-07-03 13F JBGlobal.com LLC 13 148 0,00 313 10,60
2025-07-17 13F New Perspectives, Inc 13 089 0,00 312 10,68
2025-07-28 13F Cypress Wealth Services, LLC 11 175 266
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-08-12 13F LPL Financial LLC 2 757 897 3,13 65 721 14,15
2025-08-14 13F Rock Point Advisors, LLC 12 243 −4,76 292 5,43
2025-07-30 13F Brookstone Capital Management 342 337 −0,18 8 158 10,48
2025-07-16 13F Maridea Wealth Management LLC 203 532 4 850
2025-08-15 13F Chapman Financial Group, Llc 115 995 −12,44 2 764 −8,08
2025-08-14 13F Tudor Investment Corp Et Al 204 793 107,15 4 880 129,32
2025-07-09 13F Goelzer Investment Management, Inc. 25 314 12,87 603 25,10
2025-08-04 13F ELCO Management Co., LLC 145 356 20,74 3 464 33,65
2025-08-12 13F Jpmorgan Chase & Co 1 122 755 2,32 26 755 13,25
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 22 006 524
2025-08-07 13F Commerce Bank 14 050 −4,62 335 5,36
2025-07-16 13F Signature Resources Capital Management, LLC 57 582 −13,57 1 372 −4,32
2025-08-11 13F United Capital Financial Advisers, Llc 863 248 −3,10 20 571 7,26
2025-07-10 13F Western Pacific Wealth Management, LP 1 575 0,32 38 12,12
2025-08-05 13F Towercrest Capital Management 428 601 4,12 10 214 15,24
2025-07-11 13F Physician Wealth Solutions Inc. 52 473 0,00 1 250 10,72
2025-08-07 13F Aegis Wealth Management LLC 34 187 0,00 736 0,00
2025-08-13 13F Quadrant Capital Group Llc 77 257 −41,40 1 841 −35,13
2025-08-14 13F AllSquare Wealth Management LLC 66 0,00 2 0,00
2025-08-05 13F Ciovacco Capital Management LLC 0 −100,00 0 −100,00
2025-08-14 13F Prestige Wealth Management Group LLC 95 388 −9,43 2 273 0,26
2025-07-24 13F Leo Wealth, LLC 161 270 3 843
2025-08-14 13F Evergreen Capital Management Llc 19 325 0,00 461 10,58
2025-07-22 13F Wynn Capital, LLC 870 588 0,41 20 746 11,14
2025-08-05 13F Telos Capital Management, Inc. 17 303 0,30 412 11,05
2025-08-15 13F Kestra Advisory Services, LLC 2 289 546 13,99 54 560 15,05
2025-07-23 13F West Paces Advisors Inc. 126 108 18,54 3 005 31,22
2025-08-19 13F National Asset Management, Inc. 9 256 −98,05 221 −97,96
2025-07-22 13F Rocky Mountain Advisers, Llc 387 800 0,00 9 241 10,70
2025-07-16 13F Blue Oak Capital, LLC 0 −100,00 0 −100,00
2025-08-11 13F HHM Wealth Advisors, LLC 5 468 240 31,32 130 308 45,35
2025-07-14 13F Avalon Advisory Group 159 033 13,09 3 790 25,17
2025-08-04 13F Pinnacle Associates Ltd 82 667 −7,89 1 970 1,92
2025-07-08 13F Juncture Wealth Strategies, Llc 1 261 049 60,44 30 051 77,58
2025-08-11 13F Rothschild Investment Llc 1 046 2,55 25 14,29
2025-07-14 13F Foster Group, Inc. 100 640 4,45 2 398 15,62
2025-07-17 13F Peoples Financial Services Corp. 6 000 0,00 143 10,08
2025-08-08 13F D'Orazio & Associates, Inc. 81 745 63,41 1 948 80,78
2025-08-11 13F One Capital Management, LLC 84 381 −49,43 2 011 −44,04
2025-07-25 13F Bill Few Associates, Inc. 15 972 0,00 381 10,79
2025-07-09 13F Intelligence Driven Advisers, LLC 1 040 325 71,50 24 791 89,82
2025-07-22 13F One Wealth Management Investment & Advisory Services, LLC 33 589 28,61 800 42,35
2025-07-25 13F Meritage Portfolio Management 66 949 −19,45 1 595 −10,84
2025-08-12 13F Founders Financial Alliance, LLC 11 862 0,41 283 11,02
2025-07-10 13F Sharkey, Howes & Javer 323 899 −11,30 7 719 −1,82
2025-08-12 13F NFP Retirement, Inc. 104 411 −0,15 2 488 10,53
2025-08-13 13F Wrenne Financial Planning LLC 364 072 43,64 8 676 58,97
2025-08-07 13F Parkside Financial Bank & Trust 20 735 0,04 494 10,76
2025-08-13 13F Rsm Us Wealth Management Llc 128 972 87,56 3 073 107,64
2025-05-12 13F Sandy Spring Bank 13 059 −0,31 281 −5,39
2025-07-14 13F Sowell Financial Services LLC 18 513 −13,48 441 −4,13
2025-08-04 13F AlphaStar Capital Management, LLC 18 719 446
2025-08-13 13F Berkshire Asset Management Llc/pa 197 128 0,23 4 698 9,61
2025-07-16 13F Magnus Financial Group LLC 14 184 338
2025-08-12 13F Waterloo Capital, L.P. 40 002 −2,39 953 8,05
2025-07-31 13F Opus Capital Group, LLC 163 202 −11,83 4 0,00
2025-07-24 13F Summit Place Financial Advisors, LLC 40 364 1,51 962 12,27
2025-08-13 13F Fpc Investment Advisory, Inc. 9 870 0,00 242 12,62
2025-07-21 13F Qrg Capital Management, Inc. 24 415 −4,53 582 5,64
2025-08-14 13F Novus Advisors, Llc 0 −100,00 0 −100,00
2025-07-10 13F American Financial Advisors, LLC 13 531 −2,86 322 7,69
2025-08-14 13F Financial Advisory Service, Inc. 121 874 2,75 2 904 13,75
2025-04-11 13F Davis Capital Management 726 436 5,35 15 640 −0,08
2025-04-29 13F Hm Payson & Co 5 822 0,00 125 −5,30
2025-07-30 13F Pacific Sun Financial Corp 17 640 0,00 420 10,82
2025-08-07 13F Prudent Man Investment Management, Inc. 354 0,00 8 0,00
2025-08-08 13F WASHINGTON TRUST Co 0 −100,00 0
2025-07-28 13F Keeler & Nadler Financial Planning & Wealth Management 74 079 0,84 1 765 12,13
2025-08-08 13F Intrua Financial, LLC 131 441 −15,29 3 132 −6,23
2025-09-04 13F/A Advisor Group Holdings, Inc. 690 914 0,56 16 462 11,28
2025-07-25 13F NorthRock Partners, LLC 21 613 24,57 515 38,07
2025-09-12 13F/A Valeo Financial Advisors, LLC 18 215 −2,39 434 8,23
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 11 288 0,70 269 11,62
2025-07-25 13F Libra Wealth Llc 761 428 29,36 18 145 43,18
2025-07-21 13F Pflug Koory, LLC 12 325 0,01 294 10,57
2025-08-13 13F BCJ Capital Management, LLC 9 405 0,48 224 11,44
2025-07-14 13F Hoey Investments, Inc 530 0,00 13 9,09
2025-08-14 13F Mml Investors Services, Llc 72 115 −6,98 2 0,00
2025-05-13 13F Shorepoint Capital Partners LLC 52 615 −2,35 1 133 −7,44
2025-07-17 13F Albion Financial Group /ut 1 260 0,00 30 11,11
2025-07-31 13F Aspen Capital Management, LLC 9 671 1,08 230 12,20
2025-08-13 13F Milestone Investment Advisors LLC 570 127 −2,58 13 586 7,83
2025-07-29 13F Foster & Motley Inc 23 936 −1,05 1
2025-07-15 13F James J. Burns & Company, LLC 704 368 −2,06 16 785 8,40
2025-07-23 13F Sachetta, LLC 129 897 −0,46 3 095 10,18
2025-07-03 13F Garde Capital, Inc. 18 126 1,44 432 12,24
2025-07-29 13F Planned Solutions, Inc. 117 996 −0,73 2 812 9,85
2025-07-30 13F Whittier Trust Co Of Nevada Inc 11 437 −25,53 272 −17,58
2025-08-14 13F Ausdal Financial Partners, Inc. 109 389 2,20 2 607 13,11
2025-07-15 13F RTD Financial Advisors, Inc. 135 799 −0,70 3 236 9,92
2025-07-15 13F North Star Investment Management Corp. 29 352 0,00 699 10,78
2025-07-23 13F Kingswood Wealth Advisors, Llc 75 530 0,37 1 800 11,05
2025-08-06 13F AE Wealth Management LLC 25 449 −23,63 606 −15,48
2025-07-31 13F Orion Capital Management LLC 10 527 0,00 251 10,62
2025-08-14 13F Ameriprise Financial Inc 457 300 4,56 10 913 16,20
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-07-22 13F D.B. Root & Company, LLC 478 355 −0,80 11 399 9,80
2025-07-31 13F Fedenia Advisers LLC 13 372 −1,39 319 9,28
2025-08-11 13F Culbertson A N & Co Inc 15 000 0,00 357 10,87
2025-08-14 13F Colony Group, LLC 1 250 036 12,05 29 788 24,02
2025-08-08 13F Advisors Capital Management, LLC 12 718 3,87 303 15,21
2025-03-21 13F Prostatis Group LLC 0 −100,00 0
2025-07-17 13F Tritonpoint Wealth, Llc 23 870 0,01 569 10,72
2025-08-11 13F Traub Capital Management LLC 900 21
2025-08-12 13F Bokf, Na 7 368 0,00 176 10,76
2025-08-13 13F Congress Wealth Management LLC / DE / 55 364 146,42 1 319 172,52
2025-08-04 13F Creative Financial Designs Inc /adv 1 200 0,00 29 12,00
2025-07-09 13F Brand Asset Management Group, Inc. 8 976 214
2025-07-14 13F Cathy Pareto & Associates, Inc 116 354 8,74 2 773 20,36
2025-08-12 13F Lionshead Wealth Management, LLC 48 786 1,56 1 163 12,38
2025-08-13 13F Solutions 4 Wealth, Ltd 18 355 −9,07 437 0,69
2025-08-07 13F 49 Wealth Management, Llc 10 759 9,46 256 21,33
2025-07-08 13F Ehrlich Financial Group 0 −100,00 0
2025-08-11 13F Citigroup Inc 159 270 4,00 3 795 15,10
2025-08-04 13F Simon Quick Advisors, Llc 10 027 0,00 239 10,70
2025-07-15 13F Perennial Advisors, LLC 27 187 −0,99 648 9,48
2025-08-12 13F One Charles Private Wealth Services, LLC 228 227 5 439
2025-07-10 13F Waypoint Wealth Partners Inc. 73 938 0,00 1 762 10,69
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 369 435 −25,50 8 804 −17,54
2025-08-06 13F Texas Yale Capital Corp. 88 351 0,00 2 105 10,67
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 624 335 −2,57 14 878 4,25
2025-07-09 13F Archer Investment Management, LLC 148 566 −15,67 3 540 −6,67
2025-08-14 13F Sterling Wealth Management, Inc. 22 939 0,00 547 5,00
2025-07-16 13F Leading Edge Financial Planning LLC 1 338 719 4,27 31 902 15,41
2025-07-28 13F BRYN MAWR TRUST Co 9 751 −69,26 232 −65,98
2025-07-22 13F Highland Capital Management, Llc 172 649 −0,05 4 114 10,62
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 331 709 2,20 7 905 13,11
2025-08-07 13F Summit X, LLC 0 −100,00 0
2025-07-22 13F My Personal CFO, LLC 25 220 0,07 601 10,89
2025-05-14 13F Bnp Paribas Arbitrage, Sa 0 −100,00 0
2025-08-11 13F Farrow Financial Inc. 38 792 10,47 924 22,22
2025-07-23 13F Prime Capital Investment Advisors, LLC 413 848 −2,70 9 862 7,70
2025-07-30 13F Blume Capital Management, Inc. 1 113 0,09 27 13,04
2025-07-09 13F Sunpointe, LLC 30 826 −2,52 735 7,94
2025-05-13 13F CacheTech Inc. 89 752 4,50 1 932 −0,87
2025-07-16 13F Global Wealth Management, LLC 997 934 −5,03 24 080 6,44
2025-08-12 13F Atlas Capital Advisors Llc 143 426 −13,70 3 418 −4,50
2025-07-11 13F Myecfo, Llc 2 399 036 1,30 57 169 12,09
2025-08-14 13F Clarity Capital Advisors, LLC 14 020 38,58 334 53,92
2025-07-21 13F Tower View Investment Management & Research LLC 311 0,32 7 16,67
2025-08-05 13F GHP Investment Advisors, Inc. 3 465 0,00 83 10,81
2025-07-16 13F Legend Financial Advisors, Inc. 60 1
2025-08-08 13F Tortoise Investment Management, LLC 154 301 1,27 3 677 12,07
2025-07-21 13F Consilium Wealth Advisory, LLC 34 470 0,00 821 10,65
2025-07-24 13F JNBA Financial Advisors 2 409 0,00 57 11,76
2025-08-04 13F Evergreen Advisors, LLC 6 170 240 −1,66 147 037 8,84
2025-07-25 13F Evolution Advisers, Inc. 657 0,00 0
2025-08-01 13F Clark Asset Management, LLC 53 194 −7,10 1 268 2,84
2025-05-15 13F Glenmede Trust Co Na 43 273 −5,67 932 −10,57
2025-07-29 13F Ballast, Inc. 327 350 7 801
2025-08-14 13F Circle Wealth Management, LLC 2 721 147 −1,34 64 845 9,20
2025-08-06 13F Blue Investment Partners LLC 583 483 −0,60 13 904 10,02
2025-08-07 13F Panoramic Investment Advisors, Llc 87 307 0,93 2 081 11,71
2025-07-10 13F Global Financial Private Client, LLC 0 −100,00 0 −100,00
2025-08-04 13F Integrity Alliance, Llc. 95 326 386,90 2 272 439,43
2025-08-01 13F Bessemer Group Inc 10 665 0,00 0
2025-08-08 13F Avantax Advisory Services, Inc. 81 215 3,39 1 935 14,43
2025-07-31 13F Carnegie Capital Asset Management, LLC 47 150 24,07 1 124 52,58
2025-07-14 13F Ridgewood Investments LLC 74 081 52,08 1 765 68,42
2025-08-14 13F Cardiff Park Advisors, Llc 261 293 1,49 6 227 12,32
2025-07-07 13F Versant Capital Management, Inc 14 087 0,29 336 10,93
2025-08-14 13F Qube Research & Technologies Ltd 10 940 −47,88 261 −42,35
2025-08-01 13F Chilton Capital Management Llc 43 821 1,19 1 044 12,02
2025-08-11 13F Wbi Investments, Inc. 203 177 4 842
2025-07-28 13F Morris Financial Concepts, Inc. 19 830 0,00 473 10,80
2025-08-12 13F Martin Worley Group 36 912 −9,53 880 0,11
2025-04-28 13F Pinnacle Financial Partners Inc 13 050 200,00 296 2,42
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 84 0,00 2 100,00
2025-07-11 13F Farther Finance Advisors, LLC 263 041 31,87 6 268 45,43
2025-08-13 13F SageView Advisory Group, LLC 127 374 −8,18 3 131 4,82
2025-07-21 13F Cliftonlarsonallen Wealth Advisors, Llc 2 507 408 −1,98 59 752 8,49
2025-07-10 13F ARS Wealth Advisors Group, LLC 9 374 0,29 223 10,95
2025-08-08 13F Ogorek Anthony Joseph /ny/ /adv 604 777 −33,42 14 −26,32
2025-07-08 13F Canandaigua National Bank & Trust Co 15 900 −13,03 379 −3,82
2025-08-04 13F Premier Path Wealth Partners, LLC 38 422 0,00 916 10,64
2025-08-06 13F Walkner Condon Financial Advisors LLC 23 837 7,04 568 18,58
2025-07-10 13F Exchange Traded Concepts, Llc 963 23
2025-07-24 13F Riverchase Wealth Management, Llc 57 249 0,00 1 364 10,71
2025-07-11 13F Great Waters Wealth Management 98 650 −3,52 2 351 6,77
2025-08-11 13F Advisor Resource Council 0 −100,00 0
2025-08-14 13F Alliancebernstein L.p. 352 527 −0,68 8 401 9,93
2025-07-14 13F Sterling Group Wealth Management, LLC 29 841 −41,99 711 −35,77
2025-07-21 13F DHJJ Financial Advisors, Ltd. 117 961 −5,56 2 811 4,54
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