Grundläggande statistik
| Institutionella ägare | 1819 total, 1812 long only, 0 short only, 7 long/short - change of −0,92% MRQ |
| Genomsnittlig portföljallokering | 1.1609 % - change of −9,46% MRQ |
| Institutionella aktier (lång) | 872 488 201 (ex 13D/G) - change of 1,78MM shares 0,20% MRQ |
| Institutionellt värde (lång) | $ 21 014 227 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (US:SCHD) har 1819 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 872,488,201 aktier. Största aktieägare inkluderar LPL Financial LLC, Kingstone Capital Partners Texas, LLC, Rakuten Investment Management, Inc., Wealthspire Advisors, LLC, Bank Of America Corp /de/, Avantax Advisory Services, Inc., Morgan Stanley, Envestnet Asset Management Inc, Raymond James Financial Inc, and Northwestern Mutual Wealth Management Co .
Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF (ARCA:SCHD) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 27,48 / share. Previously, on September 13, 2024, the share price was 27,79 / share. This represents a decline of 1,10% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3 724 | −4,54 | 99 | −10,09 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 14 106 | 374 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 260 128 | −2,40 | 6 893 | −7,50 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 52 324 | 8,39 | 1 387 | 2,74 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 31 117 | −1,16 | 825 | −6,36 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 34 801 | −1,88 | 922 | −6,96 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 318 606 | −0,79 | 8 443 | −5,97 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 18 051 | −29,74 | 478 | −33,43 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 211 229 | −1,21 | 5 598 | −6,37 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 76 117 | 14,92 | 2 017 | 8,97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 74 664 | 2 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 354 238 | 2,66 | 9 387 | −2,70 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15 479 | 24,19 | 410 | 17,82 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 11 070 | 0,00 | 293 | −5,18 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 172 115 | −0,41 | 4 561 | −5,61 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 30 557 | 0,40 | 810 | −4,82 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 67 892 | −1,25 | 2 | 0,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 513 | 42,50 | 14 | 55,56 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2 598 | 0,00 | 69 | −5,56 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 21 970 | −76,04 | 582 | −77,29 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 33 892 | 43,55 | 898 | 36,06 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 83 553 | 12,22 | 2 214 | 6,39 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 336 269 | −1,23 | 8 911 | −6,39 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 248 853 | 0,04 | 6 595 | −5,18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 17 528 202 | −17,32 | 464 497 | −21,64 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 8 262 | −46,77 | 219 | −49,65 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 457 466 | −5,27 | 12 123 | −10,22 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 5 843 | 10,37 | 0 | |||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 10 227 | 0,00 | 271 | −4,91 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 98 986 | −2,90 | 2 623 | −7,96 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 4 904 608 | 132 621 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 175 635 | 20,03 | 4 654 | 13,76 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 43 106 | 0,62 | 1 142 | −4,59 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 12 219 | −3,58 | 324 | −8,76 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 9 366 | 0,00 | 248 | −4,98 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 638 509 | 6,55 | 17 278 | 3,13 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 96 186 | 0,73 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 108 313 | −58,98 | 2 870 | −61,12 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 230 571 | −8,95 | 6 110 | −13,70 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 565 | 15 | ||||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 63 119 | −2,30 | 1 673 | −7,42 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 284 895 | −2,41 | 7 550 | −7,51 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 830 412 | 3,79 | 48 506 | −1,63 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 310 099 | −84,67 | 8 218 | −85,47 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 498 216 | 31,21 | 13 203 | 24,36 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 60 739 | 1,44 | 1 610 | −3,88 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 48 224 | 1 278 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 78 025 | −1,03 | 2 068 | −6,22 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61 407 | 0,90 | 1 627 | −4,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 264 610 | 12,11 | 298 684 | 6,31 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 176 567 | 0,31 | 4 679 | −4,92 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 73 585 | −6,49 | 1 950 | −11,36 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 83 666 | −0,64 | 2 217 | −5,82 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 11 576 | 11,22 | 0 | |||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 1 650 384 | 4,43 | 43 735 | −1,02 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 131 432 | −14,78 | 3 483 | −19,25 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 45 150 | 1,61 | 1 196 | −1,40 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 11 021 | 0,78 | 292 | −4,26 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11 877 | 0,19 | 315 | −5,14 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 352 264 | 9 335 | ||||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 722 339 | −33,49 | 19 142 | −36,99 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 492 | 25,17 | 40 | 18,18 | ||||
| 2025-08-14 | 13F | Comerica Bank | 164 191 | −11,73 | 4 351 | −16,33 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 402 732 | 12,73 | 10 672 | 6,85 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 60 726 | 0,01 | 1 609 | −5,19 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 405 457 | 4,17 | 10 745 | −1,27 | ||||
| 2025-07-25 | 13F | Second Half Financial Partners, LLC | 79 350 | −65,27 | 2 103 | −67,09 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 39 869 | −16,00 | 1 057 | −20,42 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 21 679 | −2,70 | 574 | −7,72 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 287 189 | 20,29 | 7 611 | 14,01 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 406 202 | 17,62 | 11 049 | 25,76 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 89 998 | 1,29 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 113 960 | −0,44 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 123 380 | −5,28 | 3 270 | −10,24 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 16 466 | 0,98 | 436 | −4,18 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 12 867 | −91,68 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 047 805 | −1,33 | 54 267 | −6,48 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 8 421 | 0,96 | 223 | −4,29 | ||||
| 2025-08-08 | 13F | Creative Planning | 4 376 728 | −2,39 | 115 983 | −7,49 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 143 304 | 0,76 | 3 798 | −4,50 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 281 300 | 7,09 | 7 454 | 1,50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 121 793 | 1,21 | 3 228 | −4,07 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 26 392 | −26,05 | 699 | −29,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 393 771 | −69,28 | 10 435 | −70,88 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 672 530 | 17,18 | 17 822 | 11,06 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 167 | −87,53 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 37 030 | −34,56 | 981 | −37,99 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 663 942 | −3,67 | 18 | −10,53 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 400 | 9,72 | 37 | 5,71 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 359 782 | 1,34 | 9 534 | −3,95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 18 530 | 0,00 | 489 | −4,31 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 139 723 | −5,06 | 3 703 | −10,01 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 39 809 | −18,28 | 1 055 | −22,56 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 4 030 | 0,00 | 107 | −5,36 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 14 712 | −19,53 | 390 | −23,87 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 300 | 0,00 | 8 | −12,50 | ||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 1 205 516 | 13,78 | 31 946 | 7,84 | ||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 172 293 | 4 449 | ||||||
| 2025-07-17 | 13F | Sfm, Llc | 116 257 | 9,17 | 3 081 | 3,46 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9 050 | 240 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 428 343 | −13,74 | 11 702 | −15,71 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 335 | 0,28 | 247 | −5,00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 182 728 | 5,10 | 4 842 | −0,39 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Code Waechter LLC | 35 175 | 0,00 | 932 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5 651 066 | −0,32 | 149 753 | −5,52 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 21 448 | 568 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 79 | 11,27 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 10 414 | 276 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 70 640 | −55,11 | 1 872 | −57,47 | ||||
| 2025-05-01 | 13F | LRI Investments, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 800 | 0,00 | 48 | −6,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 901 560 | 9,96 | 50 391 | 4,22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 19 500 | −39,06 | 517 | −42,28 | |||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 26 832 | 0,73 | 711 | −4,44 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 291 646 | −0,96 | 7 729 | −6,13 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 108 200 | −39,79 | 2 867 | −42,93 | |||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 3 850 | 186,89 | 102 | −5,56 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 231 634 | −0,95 | 85 638 | −6,12 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 108 592 | 20,63 | 2 878 | 14,35 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 663 | 0,00 | 18 | −5,56 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 33 073 | 15,98 | 876 | 9,91 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7 937 | 10,42 | 210 | 4,48 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 19 624 | 0,00 | 520 | −5,11 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 29 508 | 4,94 | 1 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 56 895 | −1,82 | 1 508 | −2,96 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11 781 | 312 | ||||||
| 2025-07-28 | 13F | Disciplined Equity Management, Inc. | 1 777 | 0,00 | 47 | −4,08 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 35 522 | −0,14 | 941 | −5,33 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 29 371 | −1,59 | 778 | −6,71 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 5 | −82,76 | 0 | |||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 7 599 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 4 215 | 613,20 | 112 | 593,75 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 225 714 | −2,91 | 5 981 | −7,98 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 47 498 | 25,42 | 1 259 | 18,90 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 302 057 | 1,65 | 8 | 0,00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 186 834 | 4,83 | 4 951 | −0,64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 10 444 | 277 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 698 589 | −1,25 | 18 513 | −6,41 | ||||
| 2025-08-14 | 13F | UBS Group AG | 15 668 364 | 1,18 | 415 212 | −4,10 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 124 416 | 20,19 | 3 297 | 13,93 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 614 914 | 5,53 | 16 295 | 0,02 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 9 916 | −25,12 | 263 | −29,19 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 474 | 0,00 | 13 | −7,69 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 5 594 469 | −0,46 | 148 254 | −5,66 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 531 329 | 3,06 | 14 080 | −2,32 | ||||
| 2025-04-29 | 13F | Davidson Trust Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9 706 | 1,46 | 257 | −3,75 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9 452 | 250 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 28 120 | −0,72 | 745 | −5,82 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 24 319 | −0,21 | 1 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 320 282 | −3,23 | 8 514 | −8,25 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 17 082 | 0,00 | 453 | −5,24 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 483 152 | −6,80 | 12 804 | −11,67 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 665 788 | −2,18 | 17 643 | −7,29 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 35 035 | 13,24 | 2 781 | 221,50 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 97 150 | 1,83 | 2 574 | −3,49 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 458 848 | 4,58 | 12 160 | −0,88 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15 102 | 80,02 | 409 | 88,02 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 197 805 | 1,72 | 5 242 | −3,60 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 27 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 33 609 | −57,60 | 911 | −55,65 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 92 094 | 2 440 | ||||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 1 522 859 | 8,13 | 40 356 | 2,48 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 9 802 | −10,55 | 260 | −15,36 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 12 561 | 0,00 | 333 | −5,41 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 925 274 | −33,74 | 24 520 | −37,20 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1 307 298 | 2,13 | 34 643 | −3,21 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 55 857 | 1 480 | ||||||
| 2025-05-12 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | JustInvest LLC | 20 851 | −7,22 | 553 | −12,10 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 344 | 2,38 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3 655 | 2,64 | 97 | −3,03 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 8 677 | 0,00 | 230 | −5,37 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 170 | 44,71 | 694 | 37,23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 23 828 | 137,40 | 631 | −25,59 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 7 633 | 0,00 | 202 | −5,16 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 184 748 | −4,89 | 4 896 | −9,85 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 735 449 | −9,41 | 19 489 | −14,14 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 167 272 | 0,06 | 4 433 | −5,16 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 122 287 | −3,28 | 3 241 | −8,35 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 1 201 552 | −0,24 | 32 | −6,06 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 176 892 | 0,40 | 4 688 | −4,85 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 376 129 | 5,27 | 9 967 | −0,22 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 283 956 | −5,12 | 8 | −12,50 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 426 | 0,00 | 11 | 0,00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 444 136 | −0,11 | 11 770 | −5,33 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 1 600 | 42 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 129 393 | −72,27 | 3 429 | −73,73 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7 873 | 53,11 | 209 | −46,80 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1 124 692 | 7,67 | 29 804 | 2,04 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 352 406 | 4,08 | 9 339 | −1,36 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 35 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 19 029 | 0,00 | 504 | −5,08 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 158 393 | −7,78 | 4 197 | −12,60 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 262 493 | −15,09 | 6 956 | −19,52 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 774 894 | 37,62 | 21 054 | 44,34 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 70 347 | −1,65 | 1 864 | −6,75 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 459 965 | −25,07 | 12 189 | −27,32 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 120 051 | 2,65 | 3 181 | −2,72 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 15 829 | 0,00 | 419 | −5,20 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 13 354 | 0,98 | 354 | −4,34 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 534 217 | 4,11 | 14 157 | −1,33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 235 377 | −32,72 | 6 237 | −36,24 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 625 015 | 2,38 | 16 563 | −2,97 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 14 258 | 8,16 | 378 | 2,45 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 8 544 | 0,06 | 226 | −5,04 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 92 766 | −0,26 | 2 458 | −3,23 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 33 287 | −0,90 | 931 | 1,42 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 46 835 | 19,15 | 1 241 | 13,02 | ||||
| 2025-08-01 | 13F | Fairfield Financial Advisors, LTD | 12 009 | 318 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 118 648 | −49,04 | 3 144 | −51,70 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 9 704 | −2,24 | 257 | −7,22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 12 336 | −49,97 | 327 | −52,69 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 37 520 | 994 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 32 215 | 33,00 | 854 | 26,00 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 70 285 | 4,91 | 1 794 | −0,39 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 64 893 | −68,60 | 1 720 | −70,25 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 11 303 | 0,98 | 300 | −4,17 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 9 873 | 0,00 | 262 | −5,43 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 369 767 | 4,72 | 36 299 | −0,75 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 18 535 | 17,72 | 507 | 15,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 9 648 | 10,96 | 256 | 4,94 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 2 722 385 | −1,69 | 72 143 | −6,82 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 27 902 | 0,00 | 739 | −5,26 | ||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 177 204 | 4 696 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 171 | 44,21 | 31 | 40,91 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 16 804 | −2,15 | 445 | −7,29 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 3 659 | −0,05 | 97 | −5,88 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1 808 322 | 2,71 | 47 921 | −2,65 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 15 132 | 0,04 | 401 | −4,98 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 189 823 | −2,40 | 5 030 | −7,50 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 10 329 | −7,00 | 274 | −11,94 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 20 567 | −8,45 | 545 | −13,22 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 47 268 | 0,00 | 1 253 | −5,22 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 717 163 | −4,95 | 19 010 | −9,89 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1 016 613 | 2,75 | 27 743 | 10,27 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 14 756 | 31,62 | 391 | 24,92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 852 538 | 1,24 | 182 | −4,23 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 22 711 | 1,04 | 602 | −4,30 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 51 639 | 2,36 | 1 368 | −2,98 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 136 499 | −15,55 | 3 617 | −19,96 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 59 490 | −5,28 | 1 623 | 1,63 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 903 333 | 2,82 | 23 938 | −2,55 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 13 126 | −7,93 | 348 | −12,81 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 534 911 | 4,40 | 14 175 | −1,05 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 26 983 | 0,14 | 715 | −5,05 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 64 655 | 17,15 | 1 713 | 11,02 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 464 941 | −0,05 | 12 321 | −5,27 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 10 450 | 380,90 | 277 | 367,80 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 146 084 | 2,17 | 3 871 | −3,15 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 582 325 | −0,74 | 41 932 | −5,92 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 580 869 | −3,10 | 15 393 | −8,16 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 46 926 | 0,37 | 1 244 | −4,90 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 20 537 | −0,95 | 544 | −6,04 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 21 303 | −0,50 | 565 | −5,69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 157 456 | 76,78 | 4 174 | 67,63 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 882 | 156 | ||||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18 189 | 1,89 | 482 | −1,03 | ||||
| 2025-07-11 | 13F | Bell Bank | 40 066 | 17,63 | 1 062 | 11,45 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 23 513 | 0,00 | 623 | −5,18 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 44 898 | 0,76 | 1 190 | −4,50 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 116 933 | −10,15 | 3 269 | −8,05 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 809 803 | 3,91 | 21 460 | −1,51 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 66 713 | −31,90 | 1 768 | −35,46 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 130 243 | −15,21 | 3 451 | −19,63 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 180 | −84,76 | 84 | −85,59 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 7 836 326 | −4,85 | 207 662 | −9,82 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 51 033 | 0,83 | 1 352 | −4,45 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 104 662 | 3,13 | 2 774 | −2,26 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 9 981 | 1,88 | 264 | −3,30 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 475 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 102 | 24,39 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 39 071 | 0,40 | 1 035 | −4,87 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 31 050 | 0,00 | 823 | −5,30 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34 814 | 71,81 | 923 | 62,90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 285 193 | 0,57 | 7 558 | −4,68 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 741 315 | 0,60 | 19 645 | −4,65 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 27 290 | 723 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 269 747 | 0,31 | 7 148 | −4,93 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 17 455 | −15,02 | 463 | −19,51 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 22 301 | 591 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 25 975 | 116,53 | 688 | 105,37 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 118 621 | 3 143 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 50 215 | 2,98 | 1 331 | −2,42 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 17 830 | −0,39 | 472 | −5,60 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 65 | 1,56 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 143 924 | 4,62 | 3 814 | −0,86 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 93 510 | 0,00 | 2 478 | −5,20 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 815 | −30,69 | 234 | −34,37 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 8 027 | 0,00 | 213 | −5,36 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 1 173 654 | −1,17 | 31 102 | −6,33 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 10 515 | 0,00 | 279 | −5,12 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 220 727 | −2,95 | 5 849 | −8,02 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 20 916 | −14,20 | 554 | −18,65 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 7 878 | 0,03 | 209 | −5,45 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 144 177 | 3,17 | 3 821 | −2,23 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 71 575 | −4,08 | 1 897 | −9,11 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 137 833 | −31,83 | 3 653 | −35,40 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 439 724 | 9,97 | 11 653 | 4,23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 136 376 | 6,36 | 3 813 | 7,56 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 8 835 | 0,00 | 234 | −5,26 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 14 375 | 0,00 | 381 | −5,24 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 285 502 | 25,50 | 7 983 | 28,43 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 15 636 | 2,88 | 414 | −0,24 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 35 361 | −21,67 | 937 | −25,75 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 11 184 | 296 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 103 986 | 1,50 | 2 756 | −1,54 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 702 940 | 2,05 | 18 628 | −3,29 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 40 051 | −0,96 | 1 061 | −6,11 | ||||
| 2025-07-25 | 13F | Charles Schwab Trust Bank | 3 580 367 | 24,04 | 94 880 | 17,56 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 54 257 | 92,50 | 1 438 | 82,36 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 219 | −18,67 | 165 | −23,00 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 20 510 | −1,79 | 544 | 1,88 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 265 619 | −0,18 | 7 039 | −5,39 | ||||
| 2025-07-23 | 13F | Asset Planning Corporation | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12 752 | 338 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 996 | 20,00 | 26 | 13,04 | ||||
| 2025-07-16 | 13F | American National Bank | 450 | 12 | ||||||
| 2025-07-10 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 630 952 | 5,53 | 122 720 | 0,02 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 40 814 | −17,95 | 1 082 | −20,40 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 11 403 | 0,00 | 302 | −5,03 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 708 636 | 51,40 | 18 779 | 43,49 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 222 331 | −0,39 | 5 892 | −5,59 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 204 700 | 15,65 | 5 425 | 9,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 45 | −99,81 | 1 | −99,85 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 33 109 | 1,19 | 877 | −4,05 | ||||
| 2025-08-14 | 13F | Fmr Llc | 454 355 | 7,03 | 12 040 | 1,44 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 11 724 | 44,74 | 311 | 39,01 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 1 817 992 | 5,11 | 49 613 | 2,59 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 8 700 | 0,00 | 231 | −5,35 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 10 908 | −4,42 | 289 | −9,40 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 354 731 | −37,70 | 9 400 | −40,95 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 53 377 | 41,61 | 1 414 | −53,47 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 23 186 | 0,33 | 614 | −4,95 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 13 534 | −2,25 | 359 | −7,49 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 357 030 | −30,35 | 9 461 | −33,98 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 66 304 | 4,25 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 143 107 | −1,88 | 3 792 | −7,01 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 889 213 | −1,99 | 23 564 | −7,10 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 15 196 | 7 732,99 | 403 | 7 940,00 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 145 472 | 2,28 | 3 855 | −3,04 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 400 | 11 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 7 864 | 208 | ||||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 11 473 | −2,79 | 304 | −7,60 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2 097 | 160,82 | 56 | 150,00 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 34 937 | −89,19 | 926 | −89,77 | ||||
| 2025-08-13 | 13F | Morton Community Bank | 590 418 | −1,95 | 15 646 | −7,07 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 37 038 | −7,50 | 982 | −12,33 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 33 032 234 | 911 029 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 727 891 | 0,24 | 72 289 | −4,99 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 49 512 | 1 312 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 364 231 | 0,51 | 9 652 | −4,74 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 14 178 | −16,55 | 376 | −21,05 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 528 070 | −3,54 | 13 994 | −8,58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 400 | 0,00 | 67 | 3,08 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 309 512 | −8,96 | 8 202 | −13,71 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 11 802 | 317 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 534 058 | 28,33 | 14 153 | 21,62 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 13 026 | 0,00 | 345 | −5,22 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127 314 | 3 421 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 835 035 | 22 128 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 21 946 | 0,00 | 770 | −3,51 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 7 700 | 204 | ||||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 228 501 | 0,74 | 6 055 | −4,51 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 1 632 590 | 6,61 | 43 264 | 1,05 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 407 064 | −17,77 | 11 145 | −12,19 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 387 | 0,43 | 37 | −5,26 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 309 609 | −0,44 | 8 310 | −4,43 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 42 832 | −23,60 | 1 135 | −27,57 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 210 039 | 12,90 | 5 566 | 7,02 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64 859 | −59,01 | 1 719 | −61,17 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 15 034 | −28,68 | 398 | −32,43 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 702 200 | 6,18 | 45 108 | 0,64 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 938 500 | −24,39 | 24 870 | −28,34 | |||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 9 204 | 0,00 | 257 | 2,39 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 120 296 | −2,62 | 3 188 | −7,73 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 36 388 | −1,27 | 964 | −6,41 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 355 740 | 4,43 | 9 612 | 10,44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 342 695 | 0,01 | 9 081 | −5,21 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 34 770 | 0,00 | 921 | −5,25 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 246 | 0,41 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 146 923 | −5,74 | 189 393 | −10,66 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 5 651 | −14,95 | 150 | −19,46 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7 934 | 0,79 | 210 | −4,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 539 554 | 21,94 | 67 019 | 16,67 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 15 332 | 0,00 | 406 | −5,14 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 221 409 | −2,49 | 5 867 | −7,58 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 278 813 | −7,61 | 7 389 | −12,43 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 901 858 | −13,29 | 23 899 | −17,82 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 212 553 | 8,46 | 5 813 | 6,10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 52 950 | −0,99 | 1 403 | −6,15 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 9 098 | −5,77 | 241 | −10,41 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 1 615 970 | −6,99 | 42 823 | −11,85 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 241 665 | −10,68 | 6 404 | −15,34 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 81 444 | 3,52 | 2 158 | −1,86 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 292 611 | 5,87 | 8 | 0,00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 233 831 | −15,06 | 6 197 | −19,49 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 99 858 | −5,83 | 2 646 | −10,73 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 314 912 | 50,12 | 8 345 | 42,28 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 7 767 | 7,92 | 206 | 1,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 828 050 | 10,74 | 21 943 | 4,96 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 511 699 | −33,79 | 13 560 | −37,24 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 36 246 | −11,07 | 961 | −15,72 | ||||
| 2025-05-16 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 349 016 | 1,56 | 9 249 | −3,75 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 296 404 | 1,25 | 7 855 | −4,04 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9 426 | 0,00 | 250 | −5,32 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 37 551 | 5,26 | 1 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 8 300 | 220 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 81 959 | −1,42 | 2 251 | 5,29 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 149 416 | 6,87 | 3 960 | 1,28 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 286 478 | 6,59 | 7 592 | 1,02 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 23 379 | 0,34 | 620 | −4,92 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 95 571 | 7,46 | 2 533 | 1,85 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 321 105 | −20,01 | 8 509 | −24,19 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 69 402 | −5,55 | 1 839 | −10,47 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 24 982 | 34,38 | 662 | 27,55 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 88 342 | −5,53 | 2 341 | −10,44 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 202 107 | −3,27 | 5 356 | −8,32 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 394 | 173,61 | 10 | 150,00 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2 136 | 0,00 | 57 | −5,08 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 26 628 | 0,57 | 706 | −4,73 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 33 979 | −14,92 | 900 | −19,35 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 156 452 | −18,57 | 4 146 | −22,84 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 45 968 | −8,25 | 1 218 | −13,00 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 25 069 | −9,87 | 664 | −14,54 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30 380 | 805 | ||||||
| 2025-08-07 | 13F | 1st Source Bank | 16 669 | 0,00 | 442 | −5,36 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 15 821 | −5,49 | 419 | −10,47 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 90 989 | −2,29 | 2 411 | −7,38 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 10 592 | 0,00 | 281 | −5,41 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 21 569 | 1,50 | 572 | −3,87 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 342 416 | 33,04 | 9 074 | 26,10 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 130 497 | −3,78 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 485 525 | 1,36 | 13 | −7,69 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 21 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 165 682 | −13,97 | 4 391 | −18,46 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 9 738 | 0,00 | 266 | 7,69 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 96 010 | 25,25 | 2 544 | 18,71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 420 582 | 1,21 | 11 145 | −4,07 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 1 581 000 | 0,00 | 41 896 | −5,22 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 17 428 | 9,42 | 462 | 3,60 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 982 022 | 4,28 | 26 024 | −1,16 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 27 918 | 0,00 | 740 | −5,26 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 248 723 | 0,87 | 6 591 | −4,40 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 43 875 | 0,00 | 1 163 | −5,22 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 270 500 | 38,56 | 7 168 | 31,33 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 915 554 | −0,55 | 50 762 | −5,74 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 492 | 27,74 | 331 | 21,25 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 71 089 | 20,79 | 1 884 | 14,47 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 9 482 | 0,00 | 251 | −5,28 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 382 918 | −1,50 | 10 147 | −6,64 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 459 398 | −1,82 | 250 674 | −6,95 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 40 209 | 0,14 | 1 066 | −5,08 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 26 181 | −88,18 | 694 | −88,81 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 11 886 | 315 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 28 | 1 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 13 076 | −8,04 | 347 | −12,85 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 10 055 | 0,00 | 266 | −5,34 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 92 013 | −5,00 | 2 511 | 2,49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 355 477 | 2,12 | 9 420 | −0,94 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 10 770 | 0,00 | 285 | −5,32 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 122 334 | 0,00 | 3 242 | −5,23 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 439 980 | −5,52 | 38 159 | −10,45 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 25 575 | −14,19 | 678 | −18,73 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12 319 | 0,37 | 326 | −4,96 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 388 491 | −5,58 | 10 295 | −10,51 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12 970 | 37,91 | 344 | 30,92 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 143 110 | 45,65 | 3 792 | 38,04 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 509 754 | 0,08 | 13 789 | −2,87 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17 956 | 46,05 | 476 | 38,48 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 76 851 | 62,12 | 2 028 | 53,06 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 195 256 | −7,06 | 5 174 | −11,92 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 979 | 0,00 | 79 | −6,02 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 17 658 | 0,56 | 0 | |||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 307 010 | −5,09 | 8 136 | −10,05 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 6 666 | 0,00 | 177 | −5,38 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 13 738 | 4 220,13 | 384 | 1 500,00 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 64 434 | −22,78 | 1 708 | −26,83 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 13 730 | 364 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 65 432 | 13,83 | 1 734 | 7,84 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 120 855 | 5,52 | 3 203 | 0,00 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 43 777 | −8,70 | 1 160 | −13,43 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 57 772 | 25,37 | 1 531 | 18,79 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 374 351 | 38,39 | 9 920 | 31,16 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 39 029 | 7,42 | 1 034 | 1,87 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 28 538 | −12,02 | 756 | −16,56 | ||||
| 2025-08-25 | NP | SWJRX - Schwab Monthly Income Fund - Moderate Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312 645 | 20,39 | 8 285 | 14,12 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 26 187 | 11,81 | 709 | 8,26 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 17 153 | −53,21 | 455 | −55,66 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 686 | 1 573,17 | 18 | 1 700,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 620 | 0,00 | 16 | −5,88 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 15 951 | 0,00 | 423 | −5,17 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 32 345 | 0,41 | 857 | −4,78 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1 285 407 | 1,49 | 34 063 | −3,81 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19 564 | −0,03 | 518 | −5,30 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 52 700 | 52,23 | 1 397 | 44,36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 45 730 | −1,16 | 1 212 | −6,34 | ||||
| 2025-04-16 | 13F | Charter Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 20 028 | −0,20 | 531 | −5,53 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 32 529 | 0,00 | 862 | −5,17 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 22 243 | 8,00 | 589 | 2,43 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 975 | 0,00 | 26 | −7,41 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 193 724 | 8,41 | 5 112 | 3,73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 9 857 | 0,65 | 261 | −4,40 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 38 910 543 | 2 708 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 503 342 | −0,26 | 13 339 | −5,46 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 180 071 | −5,28 | 4 772 | −10,24 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 558 | 90,62 | 651 | 80,56 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 152 115 | 0,25 | 4 089 | −3,63 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 160 720 | 70,30 | 4 259 | 61,45 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1 135 | 476,14 | 31 | 500,00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 16 036 | 19,71 | 425 | 13,37 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 177 671 | 2,12 | 4 708 | −3,21 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 413 294 | −13,09 | 11 123 | −16,34 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 290 490 | 18,78 | 7 698 | 12,56 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 12 531 | −43,15 | 332 | −46,10 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 36 085 | −4,03 | 956 | −9,04 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 108 084 | 2 864 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 215 465 | −16,60 | 5 710 | −20,96 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8 460 | −17,16 | 224 | −21,40 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 67 962 | 3,26 | 1 801 | −2,17 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 295 937 | −2,04 | 7 842 | −7,15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 529 | 42,30 | 200 | 35,37 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 3 720 | 0,00 | 99 | −5,77 | ||||
| 2025-08-04 | 13F | Balentine LLC | 81 459 | 2 265,24 | 2 159 | 2 147,92 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 7 605 | 0,03 | 202 | −5,19 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 112 837 | 0,50 | 2 990 | −4,75 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 10 496 | 278 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 117 328 | −19,56 | 3 | −25,00 | ||||
| 2025-05-05 | 13F | St. Louis Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 100 149 | 6,17 | 2 654 | 0,61 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14 077 | 373 | ||||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 10 900 | −15,67 | 289 | −20,22 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 92 632 | 13,05 | 2 455 | 7,11 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 281 347 | −4,30 | 7 610 | −7,36 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 15 132 | −2,02 | 401 | −7,19 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 27 703 | 27,86 | 734 | 21,32 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 251 541 | −31,93 | 6 666 | −35,49 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 39 663 | −2,53 | 1 051 | −7,56 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 1 273 322 | −1,28 | 33 743 | −6,43 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 812 290 | 3,64 | 21 526 | −1,77 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 33 349 | −4,62 | 884 | −9,62 | ||||
| 2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 250 587 | 3,87 | 6 641 | −1,56 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 10 713 | −29,72 | 284 | −33,57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 17 126 918 | −3,58 | 453 863 | −8,62 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 6 160 | 25,59 | 163 | 18,98 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 10 115 | −3,46 | 268 | −8,22 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 43 292 | 15,53 | 1 147 | 9,55 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10 306 | −3,20 | 273 | −8,08 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 26 075 | 0,10 | 691 | −5,22 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3 615 | 244,29 | 96 | 227,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 134 491 | 151,60 | 3 564 | 138,55 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 32 966 | −21,11 | 874 | −25,26 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 16 | 6,67 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 609 545 | 2,59 | 16 314 | 2,72 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9 491 | −9,26 | 252 | −14,04 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 27 867 | 56,58 | 738 | 48,49 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 | 0 | ||||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 334 226 | −2,68 | 8 857 | −7,77 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 99 | 43,48 | 3 | 100,00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 127 448 | −0,98 | 3 377 | −6,14 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 19 871 | 4,50 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 687 017 | 15,86 | 18 206 | 9,81 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 872 400 | −35,44 | 23 119 | −38,81 | |||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 987 951 | −2,51 | 105 681 | −7,60 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 71 084 | 9,03 | 1 884 | 3,35 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 27 994 | 33,30 | 1 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 58 492 | 0,03 | 1 550 | −5,14 | ||||
| 2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 94 616 | −40,90 | 2 507 | −43,98 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 24 718 | −9,28 | 655 | −13,93 | ||||
| 2025-05-05 | 13F | Covenant Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 118 406 | −3,33 | 3 138 | −8,38 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 14 022 | 7,39 | 372 | 1,64 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 47 447 | −9,50 | 1 257 | −14,20 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 1 669 463 | 10,70 | 44 212 | 4,88 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 31 942 | −6,61 | 846 | −11,51 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 211 185 | 5 634 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 262 398 | 5,82 | 6 954 | 0,29 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 188 474 | 3,86 | 5 059 | −0,30 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 293 843 | 24,91 | 7 787 | 18,38 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 18 707 | 0,00 | 499 | 3,96 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 21 967 | 1 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 9 311 | −75,10 | 247 | −69,33 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 290 762 | 1,40 | 7 705 | −3,89 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 8 038 | 1,26 | 213 | −3,62 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 6 974 | 0,00 | 185 | −5,15 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 134 251 | 10,64 | 3 558 | 4,86 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3 046 323 | 1,78 | 80 728 | −3,54 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 109 741 | 3,85 | 2 909 | −1,36 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 65 948 | 1,34 | 1 748 | −3,96 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 45 339 | −9,99 | 1 201 | −14,70 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 13 789 | 365 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 21 660 | 574 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 895 068 | 1,38 | 23 719 | −3,91 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 767 946 | 2,84 | 20 351 | −2,53 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 55 553 | −23,16 | 1 472 | −27,16 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6 821 | 364,33 | 184 | 346,34 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12 261 | 325 | ||||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 267 754 | 13,20 | 7 096 | 7,29 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 100 908 | 205,69 | 2 821 | 9,94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8 044 | 213 | ||||||
| 2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 254 865 | 2,65 | 6 754 | −2,71 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 20 343 | 7,09 | 539 | 4,05 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 792 | −23,92 | 21 | −31,03 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14 334 | 5,28 | 380 | −0,26 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 24 098 | −9,26 | 639 | −14,02 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 91 221 | 4,05 | 2 492 | 1,67 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 14 206 | 16,91 | 376 | 10,91 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 280 742 | −12,18 | 33 940 | −16,77 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24 824 | 8,03 | 658 | 2,34 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 266 708 | 4,31 | 7 068 | −1,15 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 26 456 | 6,05 | 701 | 0,57 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 89 993 | 0,00 | 2 385 | −5,25 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 15 394 | 11,57 | 408 | 5,71 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 7 889 | 216 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 24 885 | 9,79 | 659 | 4,11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 23 123 | 0,52 | 613 | −4,82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 31 303 | 44,72 | 830 | 37,25 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 79 488 | 2 306,54 | 2 169 | 677,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 536 291 | 9,06 | 14 212 | 3,36 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 69 614 | 12,21 | 1 845 | 6,34 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 19 185 | 4,97 | 508 | −0,39 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 120 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 721 | 11,06 | 72 | 5,88 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 148 141 | −4,88 | 4 052 | 3,93 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8 973 | −2,95 | 238 | −8,14 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 961 956 | −49,79 | 24 920 | −53,48 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 275 | −15,62 | 34 | −21,43 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 166 576 | 32,13 | 4 414 | 25,26 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 198 142 | −0,54 | 5 304 | −4,76 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 36 046 | −21,09 | 955 | −25,22 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 506 146 | 12,76 | 13 413 | 6,87 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 367 468 | −2,07 | 9 738 | −7,19 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4 650 | 0,00 | 123 | −5,38 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 10 437 | −32,35 | 277 | −35,96 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 28 332 | −11,87 | 751 | −16,48 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 79 837 | 15,11 | 2 116 | 9,08 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 113 315 | 0,34 | 3 003 | −4,91 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 8 875 | 235 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 5 858 | 0,00 | 158 | −3,07 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 15 773 | 431 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 15 295 | 0,03 | 405 | −5,15 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 8 559 | 0,98 | 227 | −4,24 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 9 738 | 0,99 | 258 | −4,09 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 7 905 | 0,00 | 209 | −5,43 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 37 700 | 5,60 | 999 | 0,10 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 978 581 | −3,67 | 25 932 | −8,70 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 302 698 | 6,29 | 8 022 | 0,74 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 687 | −22,55 | 18 | −25,00 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 132 783 | −1,36 | 3 519 | −6,51 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 431 559 | 4,05 | 11 436 | 6,79 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 551 977 | 1,95 | 14 627 | −3,37 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 45 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 465 630 | −3,44 | 12 339 | −8,48 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 138 285 | −1,17 | 3 665 | −6,34 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 33 967 | 238,15 | 910 | 225,00 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14 366 | 8,59 | 381 | 2,98 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 498 212 | −0,94 | 13 203 | −6,12 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 29 927 | 12,46 | 793 | 6,59 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 99 502 | 4,06 | 2 637 | −1,38 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 12 114 | 0,00 | 321 | −5,03 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 112 887 | 15,59 | 55 992 | 9,56 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 755 | 0,94 | 20 | 0,00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 142 657 | 0,01 | 3 989 | 2,36 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 025 413 | 3,35 | 80 173 | −2,05 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 842 718 | −4,49 | 22 332 | −9,47 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 723 110 | 2,20 | 19 162 | −3,14 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 950 145 | 5,68 | 25 179 | 0,16 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 309 762 | 11,75 | 8 | 14,29 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 607 | 43 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 90 242 | 23,50 | 2 391 | 17,09 | ||||
| 2025-06-03 | 13F | Invst, LLC | 26 004 | −6,32 | 727 | −4,09 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 28 388 | 4,81 | 752 | −0,66 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1 131 527 | −29,59 | 29 985 | −33,27 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 542 570 | 14 378 | ||||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 11 168 | 296 | ||||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 143 287 | −79,46 | 3 797 | −80,53 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 109 340 | 0,16 | 2 898 | −5,08 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 27 055 | 31,73 | 717 | 24,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 170 654 | −34,53 | 31 022 | −37,41 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 134 947 | −0,93 | 3 576 | −6,09 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 987 028 | 11,20 | 26 156 | 5,40 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 450 | 0,00 | 12 | −8,33 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 124 979 | 15,95 | 3 312 | 15,25 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 42 859 | 4,50 | 1 136 | −0,96 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 59 718 | 9,62 | 1 583 | 3,87 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 342 239 | 6,07 | 9 069 | 0,53 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 9 032 | −46,17 | 239 | −49,04 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 63 143 | 6,39 | 1 673 | 0,84 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 42 503 | 0,20 | 1 126 | −5,06 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 |
Other Listings
| PE:SCHD |
