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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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 |