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.
Uppgradera
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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 | |||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 10 058 | −8,80 | 267 | −13,64 | ||||
2025-07-29 | 13F | CapWealth Advisors, LLC | 248 523 | 1,39 | 6 586 | −3,91 | ||||
2025-08-14 | 13F | Wit, Llc | 786 995 | 20 855 | ||||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 71 610 | 0,18 | 1 898 | −5,06 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 440 | 4 670,37 | 171 | 5 566,67 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 28 648 | 21,18 | 759 | 15,00 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 350 729 | 1,62 | 9 294 | −3,68 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 244 129 | −3,48 | 6 469 | −8,16 | ||||
2025-08-07 | 13F | Cypress Capital, LLC | 24 043 | −0,98 | 637 | −6,05 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 340 | 0,00 | 62 | −4,62 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 234 120 | −1,66 | 6 204 | −6,79 | ||||
2025-08-12 | 13F | Viawealth, Llc | 82 912 | −24,77 | 2 197 | −28,69 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 65 427 | 75,61 | 1 734 | 66,47 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 39 900 | −1,72 | 1 057 | −6,87 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 164 012 | −33,66 | 30 846 | −37,12 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 96 418 | −7,86 | 2 555 | −12,65 | ||||
2025-08-13 | 13F | M&t Bank Corp | 133 839 | 0,00 | 3 547 | −5,24 | ||||
2025-07-17 | 13F | SWS Partners | 31 467 | 0,03 | 834 | −5,23 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 13 455 | 8,17 | 357 | 2,59 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 52 187 | −10,37 | 1 383 | −15,06 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 84 752 | 1,28 | 2 246 | −4,02 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 508 516 | 1,64 | 13 476 | −3,67 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 23 665 | 0,72 | 627 | −4,42 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 53 039 | 147,37 | 1 406 | 134,56 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 63 632 | 11,67 | 1 686 | 5,84 | ||||
2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 10 677 | 0,00 | 283 | −5,37 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 515 968 | −2,04 | 13 673 | −7,15 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 487 631 | −6,92 | 12 922 | −11,78 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 660 | 0,00 | 17 | −5,56 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 226 591 | 4,70 | 6 | 0,00 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 14 662 | 1,50 | 389 | −3,72 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 51 | −99,78 | 1 | −99,84 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 91 881 | −0,53 | 2 435 | −5,73 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 24 490 | 471,53 | 264 | 121,01 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 260 392 | 8,90 | 6 913 | 3,40 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 16 500 | −13,93 | 437 | −18,32 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 349 902 | −3,37 | 9 272 | −8,42 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 441 825 | 39,41 | 11 708 | 32,14 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 49 893 | −74,18 | 1 322 | −75,53 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 480 | 119 | ||||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 10 923 | −30,80 | 289 | −34,47 | ||||
2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 20 233 | −0,62 | 536 | −5,80 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 413 | 11,91 | 408 | 5,97 | ||||
2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 145 892 | 42,86 | 3 866 | 35,41 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 98 770 | 3,47 | 2 617 | −1,95 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 15 277 | −9,90 | 405 | −12,74 | ||||
2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 37 466 | −1,03 | 993 | −6,24 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 636 892 | 10,15 | 43 378 | 4,40 | ||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 78 155 | 136,57 | 2 071 | 124,38 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 54 083 | 25,24 | 1 433 | 18,72 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 26 992 | 8,20 | 715 | 2,58 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 24 417 | 11,78 | 647 | 6,07 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 63 394 | 12,36 | 1 680 | 6,47 | ||||
2025-09-04 | 13F | V. M. Manning & Co., Inc. | 25 668 | 716 | ||||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 50 600 | 12,29 | 1 341 | 6,43 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 35 348 | −68,31 | 937 | −69,98 | ||||
2025-08-15 | 13F | Montag & Caldwell, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Financial Designs Corp | 118 469 | 1,99 | 3 139 | −3,33 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 28 430 | −2,42 | 753 | −7,49 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 1 036 541 | −5,89 | 27 468 | −10,80 | ||||
2025-05-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Brasada Capital Management, Lp | 27 552 | 0,00 | 754 | 12,39 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 474 307 | −5,14 | 13 | −7,69 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1 093 224 | −0,33 | 28 970 | −5,53 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 479 211 | 0,76 | 39 199 | −4,50 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 865 886 | 3,24 | 22 946 | 0,14 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 108 921 | 1,80 | 2 886 | −3,51 | ||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 11 878 | −92,33 | 332 | −92,15 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 2 032 073 | −1,98 | 53 850 | −7,10 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 534 302 | −8,93 | 14 159 | −13,69 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 141 | 0,00 | 4 | 0,00 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Eastern Bank | 117 531 | −13,27 | 3 115 | −17,79 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 10 139 634 | 1,80 | 268 700 | −3,51 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 394 853 | 64,11 | 10 464 | 55,54 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 396 483 | −96,56 | 10 507 | −96,74 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 25 657 | 0,00 | 680 | −5,30 | ||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1 270 714 | −14,34 | 33 674 | −18,82 | ||||
2025-04-17 | 13F | Vicus Capital | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 249 788 | 2,71 | 6 619 | −2,66 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 19 158 | −11,62 | 508 | −16,34 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 12 580 | 25,96 | 265 | −5,38 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 67 890 | 1,70 | 1 898 | 4,11 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 14 169 | 342,92 | 375 | 321,35 | ||||
2025-08-12 | 13F | Holderness Investments Co | 36 730 | 73,39 | 973 | 64,36 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 403 681 | 3,79 | 10 698 | −1,63 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 210 171 | 55,43 | 5 570 | 47,33 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 418 690 | 1,21 | 11 095 | −4,07 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 47 284 | −12,43 | 1 253 | −16,96 | ||||
2025-07-18 | 13F | Chelsea Counsel Co | 650 | 0,00 | 17 | −5,56 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 512 891 | 6,21 | 13 592 | 0,67 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 158 | 0,00 | 31 | −6,25 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 102 159 | 1,01 | 2 707 | −4,28 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 18 181 | −0,08 | 482 | −5,31 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 9 075 | 0,00 | 240 | −5,14 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 55 672 | 3,66 | 1 475 | −1,73 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 485 603 | 9,53 | 12 868 | 3,82 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 20 174 | 51,14 | 535 | 43,16 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 173 898 | −0,74 | 4 608 | −5,92 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 211 613 | −0,59 | 5 608 | −5,78 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 67 075 | 201,35 | 1 777 | 185,69 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 51 656 | 8,81 | 1 | 0,00 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 114 440 | 9,11 | 3 | 50,00 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 352 689 | 12,04 | 9 646 | 9,60 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 3 018 | −97,11 | 80 | −97,30 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 17 509 | 0,06 | 0 | |||||
2025-08-14 | 13F | Barnett & Company, Inc. | 30 937 | −1,91 | 820 | −7,04 | ||||
2025-08-14 | 13F | Aldebaran Financial Inc. | 21 524 | 0,00 | 570 | −5,16 | ||||
2025-08-12 | 13F | Del-Sette Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ieq Capital, Llc | 228 522 | 1,86 | 6 056 | −3,48 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 84 822 | −5,67 | 2 248 | −10,62 | ||||
2025-07-15 | 13F | Attessa Capital LLC | 66 970 | −12,56 | 1 775 | −17,14 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 17 505 | 464 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 88 234 | −0,35 | 2 338 | −5,54 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 18 158 | 22,25 | 481 | 15,90 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 404 462 | 83,39 | 10 718 | 73,82 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 29 040 | −0,63 | 770 | −5,88 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 28 560 608 | −11,42 | 756 856 | −16,05 | ||||
2025-08-12 | 13F | MAI Capital Management | 2 177 360 | 1,59 | 57 700 | −3,71 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 231 152 | 19,62 | 6 126 | 13,38 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 11 729 | 3,59 | 321 | 16,36 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 49 285 | 410,62 | 1 306 | 385,50 | ||||
2025-07-14 | 13F | Friday Financial | 203 488 | −2,46 | 5 392 | −7,26 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 20 492 | 0,00 | 573 | 0,00 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 150 769 | 4,86 | 3 995 | −0,62 | ||||
2025-08-11 | 13F | Covestor Ltd | 1 780 | 140,54 | 0 | |||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 10 562 | −0,57 | 280 | −6,06 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 99 273 | 0,00 | 2 631 | −5,23 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Fortis Capital Management LLC | 100 078 | −5,96 | 2 652 | −10,86 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 10 191 | 0,96 | 270 | −4,26 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 24 080 | 0,77 | 638 | −4,49 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 112 768 | 10,95 | 2 988 | 5,17 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 104 202 | −8,42 | 2 761 | −13,20 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 7 731 | 0,06 | 205 | −5,56 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 51 177 | −0,49 | 1 356 | −3,49 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 16 163 | 0,00 | 428 | −5,10 | ||||
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 | 35 719 | 20,15 | 947 | 13,84 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 298 599 | −6,18 | 7 913 | −11,08 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 14 620 | 0,00 | 387 | −5,15 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 14 787 940 | −15,69 | 391 813 | −20,23 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 100 144 | 0,00 | 2 800 | 0,00 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 327 062 | 9,20 | 8 667 | 3,50 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 58 274 | 1 544 | ||||||
2025-08-08 | 13F | Smithfield Trust Co | 186 259 | 15,75 | 5 | 0,00 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 518 741 | 17,63 | 13 747 | 11,48 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 446 | −26,09 | 1 | |||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 19 957 | 4,88 | 529 | −0,75 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 675 988 | −18,23 | 70 914 | −22,50 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 503 409 | 3,25 | 13 340 | −2,13 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 189 527 | 4,31 | 137 522 | −1,14 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 361 853 | 1,53 | 9 589 | −3,77 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 73 546 | 0,18 | 1 949 | −5,07 | ||||
2025-08-12 | 13F | Zacks Investment Management | 19 478 | −50,68 | 516 | −53,26 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 174 343 | −2,86 | 4 620 | −7,91 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 55 438 | 2,69 | 1 550 | 5,16 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 25 908 | 0,40 | 724 | 2,84 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 12 821 | 0,25 | 340 | −5,04 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 1 317 410 | −1,08 | 34 911 | −6,25 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 15 773 | 0,00 | 418 | −5,44 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 25 270 | 4,19 | 670 | −1,33 | ||||
2025-07-16 | 13F/A | CX Institutional | 2 380 | −81,89 | 0 | |||||
2025-07-29 | 13F | Balboa Wealth Partners | 20 179 | 8,62 | 535 | 2,89 | ||||
2025-07-16 | 13F | Novem Group | 20 362 | −93,17 | 540 | −93,54 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 21 836 | −5,01 | 579 | −9,97 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 179 850 | −3,60 | 4 766 | −8,63 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 35 796 | 1,69 | 949 | −3,66 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 18 205 | −59,24 | 482 | −61,38 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 1 084 360 | 1,54 | 28 736 | −3,76 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 23 606 | 2,51 | 626 | −2,80 | ||||
2025-04-23 | 13F | Gerber, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mendel Capital Management LLC | 491 318 | −2,62 | 13 020 | −7,71 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 19 802 | 42,33 | 1 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6 058 642 | 3,16 | 161 | −2,44 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 7 584 | 0,50 | 0 | |||||
2025-07-22 | 13F | Red Tortoise LLC | 3 289 | 0,46 | 87 | −4,40 | ||||
2025-04-09 | 13F | Dakota Community Bank & Trust NA | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 45 423 | 1,14 | 1 204 | −4,14 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 398 002 | −14,48 | 11 | −23,08 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 471 907 | 35,23 | 12 506 | 28,16 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Fairscale Capital, LLC | 73 558 | 13,08 | 1 949 | 7,21 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 277 768 | −12,36 | 7 361 | −16,94 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 8 526 | 226 | ||||||
2025-08-01 | 13F | GoalVest Advisory LLC | 14 595 | 0,00 | 387 | −5,39 | ||||
2025-08-13 | 13F | Leuthold Group, Llc | 8 827 | 234 | ||||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 490 417 | −3,49 | 13 712 | −1,22 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 210 153 | −2,62 | 5 569 | −7,69 | ||||
2025-05-01 | 13F | PYA Waltman Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Hoey Investments, Inc | 219 | 6 | ||||||
2025-07-17 | 13F | Albion Financial Group /ut | 882 802 | 56,55 | 23 394 | 48,37 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 17 478 | 17,75 | 463 | 11,57 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 54 580 | −10,13 | 1 446 | −14,84 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4 520 994 | −18,79 | 119 806 | −23,03 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 10 101 | 0,17 | 0 | |||||
2025-07-31 | 13F | Keystone Financial Planning, Inc. | 6 342 618 | 15,57 | 168 079 | 9,53 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1 511 923 | 1,71 | 40 066 | −3,60 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 12 767 | 0,27 | 338 | −5,06 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 158 591 | 4,20 | 4 203 | −1,25 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 246 259 | −3,86 | 6 526 | −8,88 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 56 270 | −10,69 | 1 491 | −15,33 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 59 489 | 1 576 | ||||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 10 395 | 0,94 | 275 | −4,18 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 300 | 0,00 | 8 | 0,00 | ||||
2025-08-13 | 13F | Rench Wealth Management, Inc. | 28 970 | −0,67 | 768 | −5,89 | ||||
2025-08-12 | 13F | Bokf, Na | 1 713 040 | 6,66 | 45 396 | 1,09 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 16 564 | 9,16 | 439 | 3,30 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 0 | −100,00 | 0 | |||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 97 716 | 6,21 | 2 589 | 0,66 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 33 990 | 30,31 | 901 | 23,46 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 16 101 | −16,09 | 427 | −20,52 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 35 752 | −6,61 | 947 | −11,50 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 68 307 | 5,38 | 1 810 | −0,11 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 1 004 274 | 17,63 | 26 613 | 11,49 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 507 927 | 5,11 | 13 460 | −0,41 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 8 907 | 0,00 | 236 | −5,22 | ||||
2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 78 500 | 2 080 | ||||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 521 382 | −2,45 | 13 817 | −7,14 | ||||
2025-07-15 | 13F | Perennial Advisors, LLC | 7 850 | −11,30 | 208 | −15,79 | ||||
2025-08-04 | 13F | Ledyard National Bank | 708 461 | 10,36 | 18 774 | 4,60 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 342 213 | −3,39 | 9 069 | −8,44 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 275 | −6,46 | 7 | −12,50 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 144 805 | 11 779,00 | 3 837 | 11 185,29 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 133 | 20,10 | 454 | 14,07 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 137 850 | 0,50 | 3 653 | −4,75 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 124 812 | −5,81 | 3 308 | −10,74 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 7 938 | 3,51 | 210 | −1,87 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 12 960 | −4,52 | 345 | −9,23 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 39 524 | −7,95 | 1 047 | −12,75 | ||||
2025-08-14 | 13F | Clifford Group, LLC | 8 858 | 20,39 | 235 | 14,15 | ||||
2025-07-11 | 13F | Myecfo, Llc | 84 991 | 0,68 | 2 252 | −4,58 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 710 673 | 3,04 | 19 408 | 0,65 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 21 846 | 0,90 | 579 | −4,46 | ||||
2025-08-08 | 13F | eCIO, Inc. | 882 954 | 8,37 | 23 398 | 2,71 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 148 647 | −4,31 | 3 939 | −9,30 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 73 470 | 0,82 | 1 947 | −4,47 | ||||
2025-04-29 | 13F | Pure Portfolios Holdings Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Davis R M Inc | 16 518 | −0,93 | 438 | −6,22 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 89 333 | 0,36 | 2 367 | 3,18 | ||||
2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 347 478 | −56,83 | 9 208 | −59,08 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 25 945 | 2,40 | 688 | −2,97 | ||||
2025-08-08 | 13F | Wealth Alliance | 33 692 | 12,17 | 893 | 6,32 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 1 444 389 | 0,29 | 38 276 | −4,95 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 328 370 | 24,06 | 35 230 | 17,57 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 63 737 | −11,79 | 1 689 | −16,39 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 46 195 | −0,93 | 1 224 | −6,06 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 44 588 | −24,00 | 1 182 | −27,99 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 129 988 | 19,99 | 3 | 0,00 | ||||
2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 231 786 | 6 142 | ||||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 134 299 | −12,37 | 3 559 | −16,95 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 364 787 | 5,23 | 9 667 | 7,78 | ||||
2025-07-11 | 13F | LongView Wealth Management | 819 827 | 0,53 | 21 725 | −4,72 | ||||
2025-08-15 | 13F | Morgan Stanley | 28 227 260 | −3,86 | 748 022 | −8,88 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1 747 | 0,00 | 46 | −4,17 | ||||
2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 124 760 | −5,09 | 3 306 | −9,87 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 8 319 | −10,31 | 225 | −2,60 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 214 643 | 21,83 | 5 688 | 15,47 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 500 | 0,00 | 40 | −4,88 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 1 423 540 | 5,06 | 37 724 | −0,43 | ||||
2025-08-12 | 13F | Martin Worley Group | 188 118 | 8,31 | 4 985 | 2,66 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Heirloom Wealth Management | 11 200 | −14,24 | 297 | −18,90 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 35 841 | −11,39 | 950 | −16,02 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 49 255 | 24,90 | 1 305 | 18,42 | ||||
2025-08-13 | 13F | Federated Hermes, Inc. | 23 269 | 0,00 | 617 | −5,23 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 2 100 | 0,00 | 56 | −5,17 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 545 | 0,00 | 279 | −5,10 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 40 994 | 1 086 | ||||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 13 483 | −35,02 | 0 | |||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 15 353 | −8,76 | 407 | −13,62 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 20 894 | 0,51 | 554 | −4,82 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 110 517 | −1,60 | 2 929 | −6,75 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 17 456 | 0,98 | 463 | −4,35 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 3 240 | 80 900,00 | 86 | −5,56 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10 085 | 0,99 | 267 | −4,30 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 62 258 | −1,81 | 1 650 | −6,94 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 789 451 | 12,72 | 20 920 | 7,18 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 25 557 | 52,60 | 677 | 44,66 | ||||
2025-08-12 | 13F | Weik Capital Management | 27 810 | 4,51 | 737 | −1,08 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 50 266 | 1 332 | ||||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 31 082 | 0,17 | 824 | −5,07 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 7 909 | −2,07 | 210 | −7,11 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 152 176 | −4,66 | 4 033 | −9,64 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 47 725 | 1 265 | ||||||
2025-07-09 | 13F | Breakwater Investment Management | 147 265 | −4,40 | 3 903 | −9,38 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 569 755 | −9,06 | 15 099 | −13,80 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 82 671 | −0,17 | 2 191 | −5,40 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 40 069 | 8,87 | 1 062 | 3,11 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1 020 323 | 3,88 | 27 039 | −1,55 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 140 016 | 10,78 | 3 710 | 4,98 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 418 | 0,48 | 11 | 0,00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 245 | 0,00 | 33 | −5,88 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 12 615 | −11,22 | 334 | −15,87 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 23 647 | 3,60 | 627 | −1,88 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 52 168 | −1,37 | 1 382 | −6,50 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hudock, Inc. | 1 014 366 | −2,64 | 26 881 | −7,72 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 94 194 | −6,17 | 2 496 | −11,05 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 132 216 | 119,99 | 3 504 | 108,51 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 17 016 | 0,82 | 451 | −4,46 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 131 585 | 162,57 | 3 487 | 148,89 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 840 628 | −10,62 | 22 277 | −15,29 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 27 202 | −9,35 | 721 | −14,18 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 12 050 | −1,46 | 319 | −6,45 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 82 454 | 3,09 | 2 185 | −2,28 | ||||
2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 15 834 | −0,75 | 420 | −6,05 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 3 122 121 | 15,81 | 82 736 | 11,28 | ||||
2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 54 296 | −5,06 | 1 439 | −10,07 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 131 700 | 0,81 | 3 490 | −4,44 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 192 302 | −2,57 | 5 096 | −7,65 | ||||
2025-08-18 | 13F | Brick & Kyle, Associates | 21 097 | 50,48 | 1 | |||||
2025-07-14 | 13F | CRA Financial Services, LLC | 1 198 977 | 6,21 | 31 773 | 0,66 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 85 | −94,02 | 2 | −99,42 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2 566 | 68 | ||||||
2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 118 634 | 11,91 | 3 144 | 6,07 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 39 492 | 5,97 | 1 047 | 0,38 | ||||
2025-08-14 | 13F | Prelude Capital Management, Llc | 21 854 | 579 | ||||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 34 502 | 0,00 | 914 | −5,19 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 861 845 | 23 | ||||||
2025-07-15 | 13F | Family Investment Center, Inc. | 256 635 | 4,61 | 6 801 | −0,86 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 11 650 | 309 | ||||||
2025-07-31 | 13F | CVA Family Office, LLC | 2 315 151 | −5,35 | 61 351 | −10,29 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 10 414 | −96,37 | 276 | −96,57 | ||||
2025-08-06 | 13F | North Capital, Inc. | 2 759 | 23,89 | 73 | 17,74 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 7 630 | 202 | ||||||
2025-08-01 | 13F | First National Trust Co | 111 686 | 3,28 | 2 960 | −2,12 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 938 | 461,25 | 157 | 441,38 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 28 944 | 3,06 | 767 | −2,29 | ||||
2025-08-14 | 13F | Savoie Capital LLC | 133 800 | 0,00 | 3 546 | −3,01 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 101 296 | 10,64 | 2 684 | 4,88 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 16 285 | 3,29 | 432 | −2,05 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 35 093 | −8,01 | 930 | −12,85 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 16 352 | 8,74 | 433 | 3,10 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 171 917 | −30,98 | 4 558 | −34,59 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 6 853 | −21,23 | 182 | −25,51 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 172 586 | 0,63 | 4 517 | 3,60 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 355 192 | 0,30 | 9 413 | −4,94 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 730 748 | −0,09 | 19 | −5,00 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 775 552 | 4,77 | 20 552 | −0,70 | ||||
2025-08-15 | 13F | Hayek Kallen Investment Management | 32 946 | 7,38 | 1 | |||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 14 142 | 0,00 | 375 | −5,32 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 1 318 633 | 33,16 | 34 944 | 26,21 | ||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 8 100 | 0,00 | 215 | −5,31 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 113 053 | 1,86 | 2 996 | −3,48 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 33 580 | −0,74 | 890 | −5,93 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 38 361 | 0,00 | 1 017 | −5,22 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 321 104 | 13,18 | 8 509 | 7,27 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 221 614 | 0,57 | 5 926 | 5,78 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 17 431 | −8,99 | 462 | −13,83 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 13 055 | −23,47 | 346 | −27,52 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 54 | 0,00 | 0 | |||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 950 714 | 0,30 | 25 194 | −4,94 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7 039 | 0,00 | 186 | −5,10 | ||||
2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 25 162 | 1,51 | 1 | |||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 13 162 | −3,26 | 349 | −8,42 | ||||
2025-07-23 | 13F | MADDEN SECURITIES Corp | 309 529 | −1,32 | 8 203 | −6,48 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 609 311 | 18,17 | 16 147 | 12,00 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 13 269 | 3,43 | 352 | −1,96 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 7 960 | 211 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 252 323 | 2,18 | 6 687 | −3,16 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 45 037 | 0,00 | 1 259 | 0,00 | ||||
2025-08-12 | 13F | Camden National Bank | 145 011 | 4,56 | 3 843 | −0,90 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 384 554 | −1,50 | 10 191 | −6,64 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 36 456 | −0,36 | 966 | −5,57 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 393 459 | −28,89 | 10 427 | −32,61 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13 263 | −92,37 | 351 | −92,78 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 1 973 901 | 0,69 | 52 308 | −4,56 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 18 313 | 0,27 | 485 | −4,90 | ||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 325 000 | 0,00 | 9 | −11,11 | ||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 723 733 | 3,05 | 19 179 | −2,33 | ||||
2025-08-11 | 13F | Promethium Advisors,llc | 12 342 | −44,73 | 327 | −47,60 | ||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-11 | 13F | Gleason Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 965 | 0,94 | 26 | −3,85 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 8 364 | −55,79 | 222 | −58,14 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 845 526 | −17,98 | 22 406 | −22,26 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 126 348 | 39,92 | 3 348 | 32,65 | ||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 193 426 | 6,15 | 5 126 | 0,59 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 12 921 | 0,00 | 342 | −5,26 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 14 570 | −4,59 | 386 | −9,39 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 35 884 | 17,74 | 951 | 11,50 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 16 531 | 38,44 | 438 | 31,53 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 111 076 | 9,02 | 2 944 | 3,34 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 87 308 | −72,08 | 2 402 | −72,54 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 20 395 | 4,72 | 540 | −0,74 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 15 176 | 3,79 | 402 | −1,47 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 27 220 | 721 | ||||||
2025-05-06 | 13F | WT Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 51 595 | −49,86 | 1 367 | −52,49 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 135 669 | 4,91 | 3 595 | −0,55 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 38 455 | 4,73 | 1 019 | −0,68 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 7 104 121 | 4,19 | 188 259 | −1,25 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 9 246 | 0,66 | 245 | −4,30 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 159 875 | −20,01 | 4 | −20,00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 054 329 | −28,76 | 27 940 | −32,48 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 140 578 | −14,71 | 3 725 | −19,16 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 10 363 | 4,94 | 290 | 7,43 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 1 972 | 1,91 | 52 | −5,45 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 8 808 | 0,00 | 233 | −5,28 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 640 539 | −1,63 | 16 974 | −6,76 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 13 350 | 0,00 | 354 | −5,36 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 87 579 | −92,62 | 2 321 | −93,01 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 12 118 | −14,89 | 321 | −19,35 | ||||
2025-04-10 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 209 795 | 8,03 | 5 560 | 2,39 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 104 826 | 37,11 | 2 778 | 29,95 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 1 622 840 | 13,02 | 43 005 | 7,11 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 11 563 | −16,20 | 306 | −20,52 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 87 272 | 4,15 | 2 313 | −1,28 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 59 907 | −0,80 | 1 588 | −5,98 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 7 932 | 0,24 | 210 | 3,96 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 1 383 074 | 3,21 | 36 651 | −2,18 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 8 883 | 0,00 | 235 | −5,24 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 1 481 | 0,89 | 39 | −4,88 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 84 816 | −17,82 | 2 248 | −22,11 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 1 639 370 | 3,75 | 43 443 | −1,67 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 219 719 | 29,28 | 5 823 | 22,54 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Call | 371 100 | 40,67 | 9 834 | 33,34 | |||
2025-08-05 | 13F | Advisors Preferred, LLC | 672 530 | 17,18 | 18 192 | 13,73 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 350 274 | −2,70 | 9 282 | −7,77 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 207 390 | −3,78 | 5 496 | −8,81 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 19 509 | 14,95 | 1 | |||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 69 347 | 5,08 | 1 838 | −0,43 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 30 199 | 0,00 | 800 | −5,21 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 83 321 | 15,30 | 2 208 | 9,31 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | FreeGulliver LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 7 407 | 0,00 | 196 | −5,31 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 7 779 | 210 | ||||||
2025-07-07 | 13F | RDA Financial Network | 72 623 | 2,91 | 1 925 | −2,48 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 728 852 | 26,42 | 19 315 | 19,82 | ||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 18 208 | 80,05 | 483 | 70,92 | ||||
2025-05-07 | 13F | Syntax Research, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 143 050 | 9,47 | 3 908 | 17,68 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 4 423 | 0,25 | 119 | 4,42 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 17 163 | 0,00 | 455 | −5,22 | ||||
2025-07-30 | 13F | Liberty One Investment Management, Llc | 77 173 | 1,97 | 2 045 | −3,31 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 75 082 | 57,09 | 1 990 | 48,88 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 41 722 | −6,50 | 1 106 | −11,39 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 11 589 | −4,60 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 31 310 | −0,09 | 830 | −5,37 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 42 585 | 10,30 | 1 129 | 4,54 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | AMG National Trust Bank | 146 342 | 0,25 | 3 878 | −4,97 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Mirador Capital Partners LP | 20 644 | 2,00 | 547 | −3,19 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 956 120 | 5,00 | 25 337 | −0,48 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 78 816 | 0,86 | 2 089 | −4,40 | ||||
2025-07-21 | 13F | Capital Planning LLC | 8 838 | −56,24 | 234 | −58,51 | ||||
2025-08-11 | 13F | Tidemark, LLC | 20 976 | 0,00 | 556 | −5,29 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 3 072 | −28,94 | 81 | −32,50 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 202 902 | −0,73 | 5 377 | −5,93 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 565 172 | −1,10 | 14 977 | −6,26 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 30 414 | 0,01 | 850 | 2,41 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 185 522 | −12,49 | 4 916 | −17,06 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 12 930 | 0,00 | 343 | −5,26 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 379 804 | 0,64 | 10 065 | −4,62 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 864 | 24,10 | 49 | 19,51 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 23 031 | 0,00 | 610 | −5,13 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 22 437 | −21,16 | 595 | −25,28 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 1 273 | −31,67 | 34 | −36,54 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 25 877 | −0,45 | 686 | −5,65 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2 181 806 | 1,92 | 57 818 | 5,05 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 51 442 | 0,00 | 1 363 | −5,22 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 111 265 | −0,34 | 2 949 | −5,54 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 19 571 | 0,07 | 519 | −5,13 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 331 600 | −51,03 | 8 787 | −53,59 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 520 500 | −14,76 | 13 793 | −19,21 | |||
2025-07-08 | 13F | First National Corp /ma/ /adv | 590 568 | −0,76 | 15 650 | −5,94 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 14 007 | 0,00 | 371 | −5,12 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 370 442 | 4,47 | 9 817 | −0,99 | ||||
2025-08-06 | 13F | Outfitter Financial LLC | 56 475 | 1,35 | 1 497 | −3,98 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 539 422 | −0,17 | 14 295 | −5,39 | ||||
2025-05-15 | 13F | AlphaQ Advisors LLC | 22 673 | 3,65 | 634 | 6,03 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 3 858 | 0,00 | 102 | −4,67 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 301 | −5,01 | 405 | −10,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 124 241 | 5,58 | 3 | 0,00 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 63 626 | 46,42 | 1 686 | 38,77 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 954 063 | −7,93 | 25 283 | −12,74 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 13 193 | −6,70 | 350 | −11,65 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 581 556 | 8,01 | 15 411 | 2,37 | ||||
2025-08-13 | 13F | Capital Fund Management S.a. | Put | 173 100 | 71,39 | 4 587 | 62,49 | |||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 240 725 | −2,36 | 6 | 0,00 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 13 050 | −1,66 | 346 | −7,01 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Loudon Investment Management, LLC | 30 901 | −1,01 | 819 | −6,19 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 28 597 | −1,81 | 758 | −7,00 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 16 086 | 0,00 | 426 | −5,12 | ||||
2025-06-24 | 13F | Rainier Family Wealth Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Eisler Capital Management Ltd. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 83 629 | 4,89 | 2 216 | −0,58 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 244 000 | 6 466 | |||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 141 025 | 10,52 | 4 | 0,00 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 21 773 | 0,98 | 577 | −4,32 | ||||
2025-08-06 | 13F | Eukles Asset Management | 2 | 0,00 | 0 | |||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 96 113 | 2,38 | 2 547 | −4,93 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 251 800 | 6 673 | |||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 377 205 | 3,59 | 9 996 | −1,83 | ||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 13 957 | 1,77 | 370 | −3,66 | ||||
2025-08-14 | 13F | Optiver Holding B.V. | 20 000 | 530 | ||||||
2025-08-12 | 13F | Wulff, Hansen & Co. | 52 000 | −3,66 | 1 378 | −8,68 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 22 911 | −7,70 | 607 | −12,54 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 220 818 | −4,44 | 5 984 | 0,03 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 11 760 | −2,71 | 312 | −7,72 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 142 106 | 4,53 | 3 766 | −0,95 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 172 558 | 7,94 | 4 573 | 2,30 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 248 639 | −7,37 | 6 589 | −12,22 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 46 434 | 11,63 | 1 231 | 5,76 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 361 582 | −2,29 | 9 582 | −7,39 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 105 772 | −2,83 | 2 803 | −7,92 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 067 607 | 3,54 | 330 049 | 1,28 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 11 553 | 28,30 | 306 | 21,91 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 30 071 | 3,96 | 797 | −1,49 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 123 593 | −3,19 | 3 275 | −8,24 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 12 894 | 28,49 | 342 | 21,79 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 10 247 | 10,21 | 272 | 4,63 | ||||
2025-08-14 | 13F | Fayez Sarofim & Co | 820 000 | 21 730 | ||||||
2025-08-13 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 31 280 | 2,26 | 829 | −3,16 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 45 | 0,00 | 1 | 0,00 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 4 664 | 12,20 | 124 | 6,03 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 98 573 | 19,36 | 2 612 | 13,12 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 143 973 | −77,61 | 3 815 | −78,78 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 628 213 | −18,44 | 16 648 | −22,70 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 14 018 | 25,93 | 371 | 19,29 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 8 785 | −4,50 | 233 | −9,73 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Fulcrum Capital LLC | 22 885 | 0,00 | 606 | −5,16 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 10 550 | 0,48 | 280 | −4,78 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 16 291 | −4,76 | 432 | −9,83 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 78 516 | −2,49 | 2 081 | −7,60 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 15 274 | 6,63 | 405 | 1,00 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 212 221 | −0,23 | 5 624 | −5,45 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 180 | 0,00 | 5 | −20,00 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8 758 | 0,03 | 232 | −4,92 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 14 372 | −3,14 | 381 | −8,21 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 25 811 | −0,28 | 684 | −5,39 | ||||
2025-07-17 | 13F | Greenleaf Trust | 8 739 | −9,34 | 232 | −14,13 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 3 773 | −34,88 | 101 | −37,89 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 185 079 | 3,42 | 4 905 | −1,98 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 63 177 | −13,69 | 1 674 | −18,18 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 432 | 11 | ||||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 26 005 | −28,64 | 689 | −32,32 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Diversified Trust Co | 51 336 | 2,31 | 1 360 | −3,00 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Lane & Associates LLC | 21 875 | 44,46 | 612 | 45,13 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 426 | −86,11 | 11 | −87,06 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 944 248 | 8,23 | 25 023 | 2,58 | ||||
2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 352 264 | 3,27 | 9 335 | −2,13 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 53 156 | −6,87 | 1 409 | −11,72 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 23 699 | −1,70 | 628 | −6,82 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 31 372 | 6,42 | 831 | 0,85 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 444 | 0,91 | 12 | −8,33 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 7 547 | 0,00 | 200 | −5,69 | ||||
2025-08-13 | 13F | Hamel Associates, Inc. | 112 453 | −8,58 | 2 980 | −13,35 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 27 715 | 734 | ||||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 368 164 | 9 756 | ||||||
2025-07-18 | 13F | Consolidated Planning Corp | 83 871 | −1,90 | 2 223 | −7,03 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 113 079 | −23,17 | 2 997 | −27,19 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 136 147 | −3,39 | 3 608 | −8,45 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 383 170 | 9,97 | 10 154 | 4,22 | ||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 24 739 | −5,70 | 656 | −10,64 | ||||
2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 282 642 | 19,46 | 7 490 | 13,23 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 1 050 | −3,58 | 28 | −10,00 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 2 264 | 33,33 | 60 | 27,66 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 469 442 | 1,48 | 12 440 | 0,61 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 59 625 | 0,04 | 1 580 | −5,16 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 180 215 | −1,33 | 4 776 | −6,48 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 986 197 | −25,26 | 26 134 | −23,20 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 269 701 | 30,47 | 7 147 | 42,17 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 27 724 | 0,06 | 735 | −5,17 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 153 | 4 | ||||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 99 103 | −2,18 | 2 626 | −7,27 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3 761 756 | 5,30 | 99 687 | −0,20 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 13 889 | −11,43 | 368 | −15,98 | ||||
2025-07-15 | 13F | Well Done, LLC | 9 000 | 238 | ||||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 8 461 | 4,64 | 0 | |||||
2025-08-06 | 13F | Smart Money Group LLC | 9 564 | −45,00 | 253 | −47,94 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 111 646 | −4,09 | 2 959 | −9,10 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 6 660 | −63,73 | 176 | −65,69 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 484 | −8,51 | 13 | −14,29 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 118 231 | −2,48 | 3 133 | −7,55 | ||||
2025-08-12 | 13F | Cowa, Llc | 127 244 | 4,41 | 3 373 | −1,03 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10 200 | 0,03 | 270 | −5,26 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 377 573 | 10 006 | ||||||
2025-08-08 | 13F | Advisory Resource Group | 59 500 | 4,42 | 1 577 | −1,07 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 10 414 | 273 | ||||||
2025-07-18 | 13F | Citrine Capital LLC | 13 089 | 0,00 | 347 | −5,21 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 5 846 | 56,69 | 155 | 48,08 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 32 351 | −8,19 | 1 | −100,00 | ||||
2025-07-29 | 13F | Regions Financial Corp | 17 022 | −1,33 | 451 | −6,43 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 51 183 | 60,24 | 1 358 | 52,07 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 1 422 | 0,00 | 38 | −5,13 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 616 474 | 12,82 | 16 337 | 6,92 | ||||
2025-05-15 | 13F | Silvercrest Asset Management Group Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 100 500 | 2 663 | ||||||
2025-08-12 | 13F | Weaver Consulting Group | 88 841 | −6,75 | 2 354 | −11,60 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 409 831 | 48,42 | 10 862 | 40,69 | ||||
2025-05-07 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Raub Brock Capital Management LP | 10 016 | 0,98 | 265 | −4,33 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 3 323 058 | −6,09 | 88 061 | −11,00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 60 660 | −46,07 | 2 | −66,67 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 131 436 | −31,85 | 3 675 | −30,27 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 234 460 | −0,03 | 6 213 | −5,25 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 764 | 1,48 | 232 | −3,73 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 24 696 | 0,00 | 654 | −5,22 | ||||
2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 19 139 | 251,11 | 523 | 13,48 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 10 380 | −4,34 | 275 | −9,24 | ||||
2025-07-18 | 13F | Cooper Financial Group | 632 513 | 6,66 | 16 762 | 1,09 | ||||
2025-08-13 | 13F | Alerus Financial Na | 1 128 | 30 | ||||||
2025-07-29 | 13F | Sims Investment Management, Llc | 625 972 | 0,51 | 16 588 | −4,74 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 361 677 | −13,32 | 28 124 | −16,40 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 139 334 | 2,73 | 3 692 | −2,64 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 4 235 | 0,00 | 358 | 0,00 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 842 | 32,81 | 22 | 29,41 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 174 249 | −0,98 | 31 118 | −6,15 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 22 692 | 0,00 | 601 | −5,21 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 268 422 | 1,07 | 7 505 | 3,45 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 17 697 | 6,98 | 469 | 1,30 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 19 854 | 1,29 | 526 | −4,01 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 263 090 | 6,60 | 6 972 | 1,03 | ||||
2025-08-14 | 13F/A | Barclays Plc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Finer Wealth Management, Inc. | 10 834 | −15,29 | 287 | −19,61 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 349 363 | 7,51 | 9 258 | 1,90 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 1 868 599 | 1,49 | 52 246 | 2,37 | ||||
2025-07-23 | 13F | Canopy Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Iron Financial, LLC | 61 655 | −20,52 | 1 634 | −24,68 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 18 643 | −23,83 | 494 | −27,78 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 8 835 | 0,00 | 234 | −5,26 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 18 797 | −25,92 | 498 | −29,76 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 14 973 | 29,93 | 419 | 33,12 | ||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 43 | −49,41 | 1 | −50,00 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 32 210 | 70,83 | 854 | 61,86 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 2 169 | 0,00 | 57 | −5,00 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 287 871 | 3,78 | 7 629 | −1,64 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 2 908 929 | 0,96 | 77 076 | −4,31 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 23 780 | −1,97 | 630 | −7,08 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 485 007 | 2,04 | 12 853 | 4,52 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 28 659 | 0,00 | 759 | −5,24 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 16 641 | −1,29 | 441 | −6,58 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 230 | 0,00 | 59 | −4,84 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 414 387 | −12,37 | 11 139 | −15,76 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8 317 | 220 | ||||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 61 766 | −10,65 | 2 | 0,00 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 352 222 | 1,28 | 9 334 | −4,01 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 20 793 | 138,48 | 551 | 126,75 | ||||
2025-05-01 | 13F | Stillwater Wealth Management Group | 16 738 | 47,73 | 468 | 51,13 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 565 | −15,61 | 151 | −18,03 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 10 367 | −15,78 | 280 | −11,39 | ||||
2025-08-12 | 13F | Centric Wealth Management | 224 572 | 10,29 | 6 036 | 6,02 | ||||
2025-08-13 | 13F | JT Stratford LLC | 283 324 | −6,55 | 7 508 | −11,42 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29 600 | 1,50 | 784 | −3,80 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 32 877 | 871 | ||||||
2025-07-25 | 13F | Stephens Consulting, LLC | 2 704 | −21,17 | 72 | −25,26 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 40 723 | −57,61 | 1 079 | −59,83 | ||||
2025-07-25 | 13F | Cwm, Llc | 5 614 863 | −0,64 | 149 | −5,73 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 76 143 | −3,90 | 2 018 | −8,94 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 525 168 | 1,83 | 40 417 | −3,48 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 14 414 | −8,44 | 382 | −13,41 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 52 892 | −6,70 | 1 402 | −11,61 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 12 994 | −8,59 | 344 | −13,35 | ||||
2025-08-14 | 13F | Graney & King, LLC | 65 943 | 0,73 | 1 747 | −4,54 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 107 611 | 2,47 | 2 852 | −2,90 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 447 | 0,00 | 12 | −8,33 | ||||
2025-07-09 | 13F | LifePlan Financial, LLC | 24 804 | 3,66 | 657 | −1,79 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 98 668 | −2,61 | 2 615 | −7,70 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 8 864 | 0,12 | 235 | −5,26 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 37 | 19,35 | 1 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 15 933 | −59,78 | 422 | −61,88 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 4 560 879 | 8,48 | 120 863 | 2,81 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Level Wealth Management LLC | 28 120 | 0,53 | 745 | −4,73 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 241 388 | −1,13 | 6 397 | −6,30 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 10 913 | 0,68 | 289 | −4,62 | ||||
2025-07-31 | 13F | City State Bank | 810 | 0,00 | 21 | −4,55 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 275 257 | −26,38 | 7 294 | −30,22 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 15 483 | 3,22 | 410 | −2,15 | ||||
2025-08-01 | 13F | GPM Growth Investors, Inc. | 13 990 | −9,09 | 371 | −13,95 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 240 955 | −2,51 | 6 385 | −7,60 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 140 296 | 2,33 | 30 | −3,23 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 51 606 | 0,30 | 1 368 | −4,94 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 1 282 | 57,30 | 0 | |||||
2025-07-18 | 13F | Eagle Capital Management, LLC | 894 919 | 3,51 | 24 | −4,17 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 26 393 | 0,25 | 699 | −5,03 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 148 | 0,68 | 4 | −25,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 160 949 | 1,89 | 4 265 | −3,42 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 78 149 | −41,38 | 2 071 | −44,46 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 54 861 | 12,80 | 1 454 | 6,92 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 1 288 865 | 1,49 | 34 155 | −3,81 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 30 515 | 4,30 | 809 | −1,10 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 424 709 | 1,03 | 11 252 | −4,24 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 28 982 800 | −1,94 | 768 044 | −7,06 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 495 271 | 161,92 | 13 125 | 148,23 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 85 824 | −0,85 | 2 274 | −6,03 | ||||
2025-07-14 | 13F | Whitener Capital Management, Inc. | 69 949 | −3,25 | 1 854 | −8,31 | ||||
2025-08-11 | 13F | North Forty Two & Co. | 86 668 | 8,04 | 2 297 | 2,41 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | LS Investment Advisors, LLC | 162 105 | −8,56 | 4 296 | −13,34 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 830 | 31,75 | 22 | 23,53 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 19 991 | −5,29 | 530 | −10,34 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 326 | 0,00 | 9 | −11,11 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 24 226 | −70,69 | 642 | −72,26 | ||||
2025-08-05 | 13F | Key FInancial Inc | 25 340 | 1,21 | 672 | −4,14 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 183 765 | 0,61 | 4 870 | −4,66 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 362 617 | 0,68 | 9 609 | −4,58 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 7 835 | 0,15 | 208 | −5,05 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 422 330 | −58,23 | 11 | −62,07 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 36 495 | 1,11 | 967 | −4,16 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 12 634 | 17,70 | 0 | |||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 657 646 | −1,66 | 17 428 | −6,80 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 443 402 | 3,96 | 11 750 | −1,47 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 59 388 | 22,40 | 1 574 | 16,00 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Scott & Selber, Inc. | 97 224 | −1,14 | 3 | 0,00 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 457 150 | 7,94 | 12 114 | 2,30 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 21 575 | −1,55 | 572 | −6,70 | ||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 131 269 | 3 479 | ||||||
2025-04-02 | 13F | Marcum Wealth, LLC | 41 890 | −5,34 | 1 171 | −3,06 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 244 259 | 6,60 | 6 473 | 1,03 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 14 269 | −0,47 | 378 | −5,50 | ||||
2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 12 952 | 0,00 | 343 | −5,25 | ||||
2025-08-13 | 13F | Generation Capital Management LLC | 14 131 | 0,00 | 374 | −5,32 | ||||
2025-05-15 | 13F | Options Solutions, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 25 731 | 0,00 | 682 | −5,29 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 19 674 | −26,91 | 521 | −30,72 | ||||
2025-08-14 | 13F | Dagco, Inc. | 732 891 | 2,78 | 19 422 | −2,59 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 118 254 | −16,83 | 3 134 | −21,18 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 12 147 | −24,84 | 322 | −28,82 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 213 928 | 0,24 | 5 669 | −4,99 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 11 291 | 20,09 | 299 | 14,12 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 235 394 | 15,89 | 6 238 | 9,85 | ||||
2025-07-31 | 13F | New Hampshire Trust | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 18 159 | −50,25 | 481 | −52,84 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 17 673 | 68,31 | 468 | 59,73 | ||||
2025-07-08 | 13F | Strategic Advocates LLC | 14 254 | −2,47 | 378 | −7,60 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 10 885 | 288 | ||||||
2025-08-05 | 13F | Huntington National Bank | 1 839 | 4,08 | ||||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 262 507 | 34,21 | 6 956 | 30,19 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 618 903 | 0,45 | 16 401 | −4,80 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 799 472 | 2,62 | 21 186 | −2,74 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 165 512 | 26,65 | 4 386 | 20,03 | ||||
2025-07-29 | 13F | United Bank | 195 713 | 5,02 | 5 186 | −0,46 | ||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Old Port Advisors | 248 194 | 1,67 | 6 577 | −3,63 | ||||
2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 180 008 | 0,03 | 4 770 | −5,19 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 30 508 | 4,28 | 808 | −1,10 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 362 097 | 20,10 | 9 596 | 13,83 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 119 562 | −41,16 | 3 168 | −44,24 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 60 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 19 215 884 | 5,97 | 509 221 | 0,44 | ||||
2025-04-29 | NP | DYTA - SGI Dynamic Tactical ETF | 241 698 | 14,30 | 6 898 | 10,47 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 42 420 | 30,85 | 1 124 | 24,06 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 70 159 | 3,68 | 1 859 | −1,74 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 215 311 | 174,58 | 5 706 | 160,26 | ||||
2025-08-11 | 13F | Capital Square, LLC | 92 659 | −27,11 | 2 532 | −28,76 | ||||
2025-05-06 | 13F | Alpha Omega Group, Inc. | 268 429 | −0,36 | 7 505 | 1,98 | ||||
2025-07-29 | 13F | Private Trust Co Na | 70 471 | −10,60 | 1 867 | −15,25 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17 375 | −4,40 | 460 | −9,45 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 5 080 | 0,00 | 135 | −5,63 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 422 | 1,20 | 11 | 0,00 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | −99,81 | 0 | −100,00 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 203 496 | −0,49 | 5 393 | −5,68 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 549 | −63,73 | 280 | −65,68 | ||||
2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Peoples Bank /oh | 11 459 | −85,21 | 304 | −86,01 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 125 626 | 1,34 | 3 329 | −3,95 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 24 026 | −7,18 | 637 | −12,03 | ||||
2025-08-11 | 13F | Lcnb Corp | 25 910 | 15,23 | 687 | 9,24 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 7 671 | 26,04 | 0 | |||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 6 636 | 0,00 | 176 | −5,41 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 290 349 | 0,20 | 7 694 | −5,02 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 18 502 | −2,24 | 490 | −7,37 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 1 854 | 0,00 | 49 | −3,92 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 80 591 | −13,19 | 2 136 | −17,73 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 102 678 | 19,10 | 3 | 0,00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 80 906 | −80,36 | 2 145 | −80,32 | ||||
2025-07-22 | 13F | Partners Wealth Management, Llc | 13 061 | 0,00 | 364 | −0,27 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 295 635 | 4,62 | 7 834 | −0,84 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 557 803 | −12,02 | 14 782 | −16,61 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 18 261 | 17,43 | 484 | 11,29 | ||||
2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 101 559 | −20,24 | 2 691 | −24,41 | ||||
2025-08-13 | 13F | Virtus ETF Advisers LLC | 70 | 2 | ||||||
2025-08-04 | 13F | Carret Asset Management, Llc | 26 510 | 13,52 | 703 | 7,67 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12 003 126 | −11,06 | 318 | −15,65 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 159 895 | −0,45 | 4 237 | −5,63 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 29 526 | 51,59 | 782 | 43,75 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 9 138 | 0,00 | 242 | −5,10 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-08 | 13F | Kane Investment Management, Inc. | 13 730 | −36,73 | 364 | −40,10 | ||||
2025-05-12 | 13F | Keating Investment Counselors Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 345 429 | −0,03 | 62 154 | −5,25 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 131 432 | 67,14 | 3 483 | 74,27 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 23 179 | −4,92 | 614 | −9,84 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 37 | 54,17 | 1 | |||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 775 | 0,00 | 74 | −5,19 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 284 751 | 5,49 | 7 546 | −0,03 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 18 893 | 24,78 | 501 | 18,20 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 398 881 | 0,25 | 10 570 | −4,98 | ||||
2025-08-13 | 13F | Miramar Capital, LLC | 77 609 | 11,17 | 2 057 | 5,38 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 67 185 | −3,98 | 1 780 | −9,00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 9 093 676 | −0,78 | 240 983 | −5,96 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 161 943 | 42,51 | 30 791 | 35,07 | ||||
2025-08-13 | 13F | Avos Capital Management, LLC | 9 000 | 0,00 | 238 | −5,18 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 18 403 | −0,23 | 497 | −3,50 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 1 904 | −0,99 | 50 | −5,66 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 163 836 | −15,39 | 4 342 | −19,82 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 3 000 | 80 | ||||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 44 | 0,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 419 586 | −2,67 | 11 121 | −5,81 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 2 947 | 78 | ||||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 922 555 | 0,09 | 156 948 | −5,14 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 527 677 | −4,23 | 13 983 | −9,23 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 12 217 | −25,53 | 324 | −29,48 | ||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 84 326 | −0,27 | 2 235 | −5,50 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 1 083 885 | 7,66 | 28 723 | 2,04 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 9 729 | 0,76 | 258 | −4,46 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 118 123 | 35,60 | 3 130 | 28,54 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 91 031 | 0,18 | 2 412 | −5,04 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 87 219 | 6,04 | 2 311 | 0,52 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 262 619 | −44,32 | 7 | −53,85 | ||||
2025-07-07 | 13F | Trust Co | 16 577 | −88,05 | 439 | −88,68 | ||||
2025-07-17 | 13F | Olympus Wealth Management, Llc | 478 107 | 10,27 | 12 670 | 4,50 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 190 903 | −12,98 | 5 059 | −17,53 | ||||
2025-08-12 | 13F | Wernau Asset Management Inc. | 31 209 | 0,00 | 827 | −5,16 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 63 487 | 0,81 | 1 682 | −4,43 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 7 914 | −16,01 | 210 | −20,53 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 493 | −32,84 | 119 | −36,36 | ||||
2025-07-15 | 13F | DKM Wealth Management, Inc. | 15 060 | −13,96 | 399 | −18,40 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Capital Management Associates, Inc | 25 695 | −50,55 | 681 | −53,17 | ||||
2025-04-10 | 13F | Retireful, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 17 157 | 4,46 | 455 | −1,09 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 95 852 | 1,98 | 2 540 | −3,35 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 38 025 | 366,56 | 1 008 | 343,61 | ||||
2025-08-14 | 13F | Destination Wealth Management | Call | 300 | 0,00 | 0 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 232 664 | 1,58 | 6 166 | −3,73 | ||||
2025-08-14 | 13F | Destination Wealth Management | 18 280 | −20,61 | 484 | −24,73 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 38 125 | −1,24 | 1 010 | −6,31 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 11 926 | 28,43 | 316 | 22,01 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 9 316 | 6,40 | 247 | 0,82 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 46 853 | 1 242 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 2 243 102 | 1,59 | 59 442 | −3,71 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 88 531 | −5,82 | 2 346 | −10,73 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 134 456 | −16,10 | 3 563 | −20,47 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 869 995 | 50,23 | 49 555 | 42,38 | ||||
2025-07-30 | 13F | Demars Financial Group, LLC | 31 787 | −96,18 | 842 | 2 803,45 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 34 359 | 5,83 | 911 | 0,33 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 604 | −12,73 | 69 | −18,07 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 42 356 | −12,19 | 1 122 | −16,77 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 491 076 | 3,01 | 13 014 | −2,37 | ||||
2025-08-14 | 13F | First Manhattan Co | 45 180 | 0,00 | 1 197 | −5,23 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 8 184 | −90,89 | 217 | −91,40 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 1 457 109 | 7,38 | 38 613 | 1,77 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 029 248 | 8,36 | 27 275 | 2,46 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Stokes Family Office, LLC | 83 435 | 1,54 | 2 211 | −3,74 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 108 084 | 1 164,88 | 2 864 | 1 103,36 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 128 725 | −1,25 | 3 411 | −6,39 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 15 005 | 21,62 | 398 | 15,41 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 122 266 | 3 240 | ||||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 118 159 | 24,17 | 3 131 | 17,71 | ||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 36 686 | 5,28 | 985 | 12,46 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 155 613 | 3,41 | 4 124 | −2,00 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 7 859 | 0,00 | 208 | −5,02 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 133 249 | 62,21 | 3 564 | 55,23 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 55 190 | 10,59 | 1 463 | 4,80 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 103 014 | 0,00 | 2 730 | −5,24 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 308 291 | 7,35 | 8 170 | 3,14 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 14 301 | 379 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 49 762 | −19,08 | 1 318 | −23,30 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 174 | 0,00 | 5 | 0,00 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 1 218 | 0,00 | 32 | −5,88 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 18 499 | −12,17 | 490 | −16,67 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 136 591 | 12,30 | 4 | 0,00 | ||||
2025-03-14 | 13F/A | Hara Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 39 160 | 9,86 | 1 038 | 4,12 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 156 224 | −3,53 | 4 140 | −8,59 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2 688 | 75 | ||||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 12 727 | −34,81 | 337 | −38,17 | ||||
2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 186 851 | 156,19 | 4 952 | 142,82 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 586 061 | 5,39 | 15 531 | −0,12 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 9 600 | 254 | ||||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 12 333 | 0,00 | 345 | 2,38 | ||||
2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 47 438 | 0,20 | 1 257 | −4,99 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Cyr Financial Inc. | 234 041 | 9,22 | 6 202 | 3,52 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 78 996 | 292,74 | 2 093 | 272,42 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 4 336 | 2 810,07 | 115 | 2 750,00 | ||||
2025-08-13 | 13F | Hendershot Investments Inc. | 6 749 | 0,00 | 179 | −5,32 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 118 068 | 20,21 | 3 129 | 13,91 | ||||
2025-07-16 | 13F | Tenret Co LLC | 10 425 | 0,00 | 276 | −5,15 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 59 689 | 1 582 | ||||||
2025-08-18 | 13F | Second Line Capital, LLC | 8 850 | 7,27 | 235 | 1,74 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 146 | 85 | ||||||
2025-08-14 | 13F | CIBC World Markets Inc. | Call | 680 000 | 18 020 | |||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 23 638 | −3,16 | 626 | −8,21 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | Put | 680 000 | 18 020 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 1 551 276 | 135,20 | 41 109 | 122,92 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 82 452 | 0,00 | 2 185 | −5,25 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 2 445 | −2,75 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 347 595 | 9,59 | 9 211 | 3,87 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 92 780 | 43,15 | 2 459 | 35,65 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 124 100 | 66,80 | 3 289 | 58,08 | |||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 159 027 | 4,55 | 4 214 | −0,89 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 577 002 | 13,47 | 15 291 | 7,55 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 22 983 | −48,93 | 619 | −50,87 | ||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 18 701 | 493 | ||||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 165 800 | 28,43 | 4 394 | 21,72 | |||
2025-07-14 | 13F | Toth Financial Advisory Corp | 7 999 | 4,33 | 212 | −1,40 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 16 018 | 424 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 96 529 | 42,86 | 2 558 | 35,42 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 169 455 | 41,00 | 4 491 | 33,63 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 25 737 | −1,77 | 682 | −6,83 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 13 465 | 76,59 | 357 | 67,14 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 38 625 | −23,05 | 1 024 | −27,08 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 56 346 | 2,18 | 1 493 | −1,78 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 446 482 | 4,18 | 11 832 | −1,26 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 248 828 | 22,43 | 6 594 | 16,03 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23 302 | 2,58 | 618 | −2,83 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 17 861 | 34,35 | 473 | 27,49 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 173 419 | −0,97 | 4 596 | −6,15 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 13 453 546 | −3,38 | 356 519 | −8,43 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 996 545 | 3,39 | 26 408 | −2,01 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 259 351 | −4,51 | 6 873 | −9,50 | ||||
2025-08-13 | 13F | Prossimo Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 11 744 | −75,66 | 321 | −76,20 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 163 055 | −13,50 | 4 321 | −18,03 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 164 167 | 9,64 | 4 350 | 3,92 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 531 741 | −4,77 | 14 091 | −9,74 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 3 000 | 0,00 | 80 | −4,82 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 48 660 | 18,31 | 1 289 | 14,78 | ||||
2025-08-15 | 13F | Orcam Financial Group | 28 451 | −23,23 | 754 | −27,32 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 3 547 | 0,20 | 94 | −5,10 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 992 513 | 1,90 | 26 302 | −3,42 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 28 259 | 0,16 | 749 | −5,08 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9 146 | 248 | ||||||
2025-08-14 | 13F | Harmony Asset Management Llc | 9 231 | 0,00 | 245 | −5,43 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 282 | 241,87 | 34 | 230,00 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 322 743 | −6,82 | 8 746 | −4,46 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 190 652 | −34,24 | 5 052 | −37,68 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 1 266 | 17,44 | 34 | 10,00 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 265 518 | 14,00 | 7 036 | 8,05 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 106 050 | −4,49 | 2 810 | −8,97 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 270 113 | 12,20 | 7 158 | 6,34 | ||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 142 223 | −20,82 | 3 769 | −24,97 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 236 825 | −25,31 | 6 276 | −29,22 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 7 684 | 204 | ||||||
2025-08-05 | 13F | Next Capital Management LLC | 39 007 | 1,87 | 1 034 | −3,46 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 12 043 | 1,03 | 329 | 10,07 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 13 965 | 0,00 | 370 | −5,13 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 38 646 | 21,26 | 1 024 | 14,93 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 26 244 | 0,17 | 710 | −3,14 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 73 625 | −3,71 | 1 951 | −8,70 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 157 990 | 1,64 | 4 187 | −3,68 | ||||
2025-05-22 | 13F | BOS Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Alliance Wealth Management Group | 198 638 | −4,55 | 5 264 | −9,54 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 676 651 | −7,63 | 17 931 | −12,45 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 557 436 | −59,07 | 14 833 | −61,05 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 42 248 | 3,73 | 1 120 | −1,67 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 14 617 | −14,53 | 0 | |||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 65 495 | 18,38 | 1 736 | 12,23 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 13 125 | 0,00 | 348 | −5,19 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 82 331 | −18,76 | 2 182 | −23,01 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 630 378 | 17,88 | 16 705 | 11,73 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 44 328 | 0,02 | 1 175 | −5,25 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 167 206 | −3,86 | 4 431 | −8,89 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | W Advisors, Llc | 40 509 | 22,84 | 1 073 | 16,50 | ||||
2025-07-22 | 13F | Silver Lake Advisory, LLC | 14 693 | 0,95 | 389 | −4,19 | ||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 66 | 83,33 | 2 | |||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 12 226 | −10,71 | 331 | −13,61 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 695 335 | −0,23 | 18 426 | −5,44 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14 474 | 0,01 | 384 | −5,20 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 8 405 | −72,25 | 223 | −73,76 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 261 328 | 115,37 | 6 925 | 104,16 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 18 887 | 64,08 | 501 | 55,76 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 330 930 | 286,10 | 8 770 | 265,98 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 560 252 | 3,93 | 14 847 | −1,50 | ||||
2025-07-23 | 13F | Cornerstone Enterprises, Llc | 0 | −100,00 | 0 | |||||
2025-04-14 | 13F | Wynn Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | DDD Partners, LLC | 1 196 005 | 3 673,01 | 31 694 | 3 477,20 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 3 808 299 | 0,24 | 100 920 | −4,99 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 281 793 | 7,83 | 7 468 | 2,20 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 126 517 | −14,25 | 3 456 | −7,86 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 7 510 | 0,13 | 199 | −4,78 | ||||
2025-08-05 | 13F | Everest Management Corp. | 13 853 | 367 | ||||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 34 188 | 0,49 | 906 | −4,84 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 13 645 | −7,65 | 362 | −12,59 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 48 231 | 6,52 | 1 278 | 1,03 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 115 846 | 13,95 | 3 070 | 7,99 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 21 957 | 0,00 | 582 | −5,22 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 11 018 | 17,79 | 292 | 11,49 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 78 | 0,00 | 2 | 0,00 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 4 422 | 0,61 | 117 | 4,46 | ||||
2025-08-25 | NP | SWKRX - Schwab Monthly Income Fund - Enhanced 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 | 510 669 | 9,85 | 13 533 | 4,12 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 10 166 | −43,96 | 280 | −44,97 | ||||
2025-07-31 | 13F | United Community Bank | 3 600 | 0,00 | 95 | −5,00 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 26 367 | 4,59 | 699 | −0,85 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 870 | 0,00 | 23 | −4,17 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 126 532 | 32,45 | 3 353 | 25,53 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 39 062 | 95,05 | 1 035 | 85,15 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 363 103 | −3,85 | 10 | −10,00 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 412 070 | 7,94 | 10 920 | 2,30 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 450 | 0,00 | 12 | −8,33 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 285 384 | 3,33 | 7 563 | −2,07 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 101 675 | −39,67 | 2 766 | −35,44 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 17 313 | −9,78 | 459 | −14,55 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116 816 | 3 096 | ||||||
2025-07-11 | 13F | Caldwell Securities, Inc | 11 258 | 6,74 | 298 | 1,36 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 81 084 | −0,02 | 2 149 | −5,25 | ||||
2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 57 759 | 5,31 | 1 531 | −0,20 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 9 852 | 0,00 | 0 | |||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 177 086 | 29,37 | 5 | 33,33 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 432 675 | −2,07 | 11 466 | −7,19 | ||||
2025-08-05 | 13F | Sumitomo Life Insurance Co | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Creekside Partners | 19 639 | 67,57 | 520 | 59,02 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 805 953 | 9,63 | 21 358 | 3,90 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 466 646 | 4,54 | 12 366 | −0,91 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 105 794 | 10,01 | 2 804 | 4,28 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 62 | 2 | ||||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 12 927 | 0,00 | 343 | −5,26 | ||||
2025-07-14 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Clarkston Capital Partners, LLC | 19 691 | −0,09 | 522 | −5,44 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10 362 | 0,00 | 275 | −5,19 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 55 979 | −15,85 | 1 483 | −20,27 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 552 709 | −1,66 | 14 647 | −6,80 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 26 593 | 73 769,44 | 705 | 70 300,00 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 94 748 | 11,18 | 2 511 | 5,37 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 55 002 | −6,34 | 1 458 | −11,21 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 46 955 | −4,19 | 1 244 | −9,20 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 968 544 | 1,51 | 25 666 | −3,79 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 108 017 | 13,27 | 2 862 | 7,35 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 24 796 | 1,49 | 657 | −3,81 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 301 786 | −0,58 | 7 997 | −5,77 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 114 917 | 0,96 | 3 045 | −4,31 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 903 535 | −20,60 | 50 444 | −24,75 | ||||
2025-05-15 | 13F | Clear Harbor Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 17 670 | 123,28 | 468 | 111,76 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 154 670 | −8,69 | 4 099 | −13,47 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 49 405 | −6,83 | 1 309 | −11,67 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 1 816 341 | −1,22 | 48 133 | −6,07 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 1 494 | 0,00 | 40 | −4,88 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 8 557 | 0,12 | 227 | −5,04 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 172 277 | 3,75 | 4 565 | −1,66 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1 825 823 | 6,55 | 48 384 | 0,99 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 41 360 | 282,08 | 1 096 | 262,91 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-04-11 | 13F | Davis Capital Management | 292 588 | −2,04 | 8 181 | 0,26 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 22 638 | −1,57 | 600 | −6,84 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 218 814 | 0,00 | 5 799 | −5,23 | ||||
2025-07-24 | 13F | Blair William & Co/il | 1 483 361 | −1,58 | 39 309 | −6,72 | ||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 14 883 | 0,00 | 394 | −5,29 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 62 074 | 18,63 | 1 645 | 12,37 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 45 990 | −18,09 | 1 219 | −22,37 | ||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 10 800 | 0,00 | 286 | −4,98 | ||||
2025-08-13 | 13F | Investment Counsel Co Of Nevada | 16 063 | 0,00 | 426 | −5,35 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 22 815 | −30,58 | 605 | −34,20 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 270 | 0,00 | 7 | 0,00 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 473 201 | −0,04 | 12 540 | −5,26 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 535 985 | −2,16 | 14 643 | 4,13 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 1 095 | 15,87 | 29 | 11,54 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 10 814 | 0,98 | 287 | −4,35 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 1 722 | 1,00 | 46 | −4,26 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 515 904 | 30,02 | 13 671 | 23,24 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 27 108 | −18,53 | 718 | −22,80 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Fairman Group, LLC | 22 | 4,76 | 1 | |||||
2025-08-11 | 13F | Platform Technology Partners | 309 925 | 3,29 | 8 213 | −2,10 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 691 364 | 90,84 | 44 821 | 80,88 | ||||
2025-08-12 | 13F | Summit Global Investments | 10 425 | −35,86 | 0 | |||||
2025-07-30 | 13F | apricus wealth, LLC | 9 655 | 0,93 | 256 | −4,49 | ||||
2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1 646 711 | 0,18 | 43 638 | −5,05 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 988 956 | −4,49 | 79 207 | −9,48 | ||||
2025-05-09 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 574 846 | −2,91 | 15 233 | −7,98 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 567 | 0,00 | 15 | 0,00 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 115 721 | −8,58 | 3 | 0,00 | ||||
2025-08-25 | NP | SWLRX - Schwab Monthly Income Fund - Maximum 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 | 279 345 | 4,02 | 7 403 | −1,41 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 198 691 | 30,31 | 5 392 | 26,48 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 697 549 | −38,97 | 18 485 | −42,16 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 22 645 | 131,59 | 600 | 119,78 | ||||
2025-07-31 | 13F | CNB Bank | 1 848 | −27,53 | 49 | −32,39 | ||||
2025-08-12 | 13F | LPL Financial LLC | 39 215 993 | 1,11 | 1 039 224 | −4,17 | ||||
2025-07-21 | 13F | Whelan Financial | 1 739 213 | 3,07 | 46 089 | −2,31 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 49 563 | 19,96 | 1 313 | 13,68 | ||||
2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Avalon Trust Co | 3 420 | 0,00 | 91 | −5,26 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 164 567 | −0,74 | 4 361 | −5,91 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 16 222 | −3,88 | 430 | −8,92 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 147 985 | 306,07 | 3 922 | 285,17 | ||||
2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 58 130 | 1 540 | ||||||
2025-07-30 | 13F | Castle Wealth Management Llc | 14 422 | 0,05 | 382 | −5,21 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 829 095 | 2 690,06 | 21 971 | 2 547,11 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 15 978 | 0,00 | 423 | −5,16 | ||||
2025-08-07 | 13F | Commerce Bank | 106 524 | −5,73 | 2 823 | −10,67 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1 112 718 | 2,04 | 29 487 | −3,28 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 20 522 | 0,34 | 544 | −4,90 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 13 930 | −6,84 | 369 | −11,72 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 926 301 | −1,72 | 24 547 | −6,86 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 8 193 | 91,02 | 217 | 82,35 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 32 319 | −0,15 | 855 | −4,90 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 91 709 | −11,84 | 2 430 | −16,44 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 70 668 | −31,53 | 1 873 | −35,11 | ||||
2025-07-11 | 13F | Busey Wealth Management | 7 770 | 0,00 | 206 | −5,53 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 94 121 | −27,81 | 2 494 | −29,96 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 3 832 | 2,68 | 102 | −2,88 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 53 554 | 0,00 | 1 419 | −5,21 | ||||
2025-08-04 | 13F | Atria Investments Llc | 374 237 | 8,15 | 9 917 | 2,51 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 40 477 | −61,21 | 1 104 | −63,64 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 101 303 | −4,24 | 2 685 | −9,23 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 47 111 | −0,24 | 1 248 | −5,45 | ||||
2025-08-05 | 13F | Meridian Management Co | 30 398 | 806 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 66 987 | 43,59 | 1 775 | 36,12 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 1 527 743 | −2,59 | 40 485 | −7,68 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 10 118 | −55,19 | 268 | −57,53 | ||||
2025-08-14 | 13F | Sei Investments Co | 181 466 | 2,57 | 4 809 | −2,79 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 14 082 | 0,04 | 373 | −5,09 | ||||
2025-08-21 | 13F | Pathway Financial Advisers, LLC | 157 008 | 4,04 | 4 161 | −1,40 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 105 105 | −1,65 | 2 939 | 0,65 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 45 217 | 15,73 | 1 198 | 9,71 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 7 970 | 211 | ||||||
2025-07-28 | 13F | Smart Portfolios, LLC | 25 825 | 0,66 | 684 | −4,60 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 118 105 | −19,55 | 3 130 | −23,76 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9 471 | 251 | ||||||
2025-07-14 | 13F | Signature Securities Group Corporation | 11 436 | 4,63 | 303 | −0,66 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 65 950 | −2,13 | 1 748 | −7,27 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 556 558 | 53,84 | 14 749 | 45,80 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 11 982 | 0,00 | 318 | −5,09 | ||||
2025-04-29 | 13F | Hm Payson & Co | 8 775 | −14,00 | 245 | −11,87 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Intrua Financial, LLC | 150 467 | −0,32 | 3 987 | −5,52 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 214 | 0,94 | 6 | 0,00 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 207 441 | 4,62 | 5 497 | −0,85 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 25 242 | 1,05 | 669 | −4,30 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 141 206 | 43,01 | 3 742 | 37,39 | ||||
2025-07-23 | 13F | Sachetta, LLC | 126 210 | −1,12 | 3 345 | −6,28 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 184 522 | 4,02 | 4 890 | −1,43 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 1 485 | 39 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 15 980 | 18,24 | 423 | 12,20 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 16 948 | −1,89 | 449 | −7,04 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 57 276 | 21,13 | 1 518 | 15,71 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 198 638 | −4,55 | 5 264 | −9,54 | ||||
2025-07-29 | 13F | RWQ Financial Management Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Orion Capital Management LLC | 138 377 | −0,84 | 3 667 | −6,02 | ||||
2025-09-03 | 13F | American Trust | 17 584 | 466 | ||||||
2025-07-23 | 13F | Solitude Financial Services | 7 771 | −13,94 | 206 | −18,65 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 26 338 | 75,81 | 698 | 66,75 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 212 686 | 8,51 | 5 636 | 2,85 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 71 370 | −6,62 | 1 891 | −11,47 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 163 687 | 1,43 | 4 338 | −3,86 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 105 959 | 25,54 | 2 808 | 18,99 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 332 619 | −34,51 | 8 814 | −37,93 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 63 430 | −7,64 | 17 | −15,79 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 990 | 0,00 | 26 | −3,70 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 2 097 | 6 890,00 | 56 | |||||
2025-08-11 | 13F | Citigroup Inc | 608 520 | 1,52 | 16 126 | −3,78 | ||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 157 121 | 12,42 | 4 164 | 6,55 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 908 983 | −1,66 | 24 088 | −6,79 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 75 000 | 1 988 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 47 784 | 3,88 | 1 266 | −1,56 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 191 575 | −6,89 | 5 356 | −4,71 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 125 617 | −1,73 | 3 329 | −6,86 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Continuum Advisory, LLC | 275 418 | 3,39 | 7 299 | −2,01 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 53 607 | 8,38 | 1 421 | 2,68 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 25 282 | 7,62 | 670 | 1,98 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 60 158 | 29,21 | 1 594 | 22,52 | ||||
2025-08-12 | 13F | Archer Investment Corp | 8 063 | 13,02 | 214 | 7,04 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 134 972 | 13,91 | 3 577 | 7,94 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 1 223 197 | 0,03 | 32 415 | −5,19 | ||||
2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 23 283 | 617 | ||||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8 960 | 12,92 | 237 | 7,24 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1 172 084 | 37,40 | 31 060 | 30,23 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 21 374 | −4,87 | 584 | −7,17 | ||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 56 776 | 4,41 | 1 505 | −1,05 | ||||
2025-05-13 | 13F | CacheTech Inc. | 33 287 | −0,90 | 931 | 1,42 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 8 270 | 0,00 | 219 | −5,19 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | LOM Asset Management Ltd | 7 750 | 0 | ||||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 548 | 1,11 | 15 | −6,67 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 105 099 | −10,30 | 2 785 | −14,96 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 213 690 | −1,67 | 5 663 | −6,81 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Horizon Investments, LLC | 906 123 | −18,47 | 24 012 | −22,73 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 20 871 | −4,00 | 584 | −1,69 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 868 854 | 8,84 | 23 025 | 3,16 | ||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 22 619 | −16,69 | 600 | −20,95 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 63 | 0,00 | 2 | 0,00 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 35 022 | −1,58 | 928 | −6,64 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 436 927 | 2,88 | 753 579 | −2,49 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 500 869 | 7,71 | 13 | 0,00 | ||||
2025-07-23 | 13F | Equitable Trust Co | 904 156 | −10,94 | 23 960 | −15,59 | ||||
2025-07-09 | 13F | Fjell Capital, LLC | 63 472 | 3,63 | 1 682 | −1,75 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 132 607 | 4,72 | 3 514 | −0,73 | ||||
2025-07-29 | 13F | Ballast, Inc. | 167 272 | 1 060,40 | 4 433 | 999,75 | ||||
2025-08-14 | 13F | FC Advisory LLC | 20 517 | 0,25 | 544 | −5,07 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 430 270 | 1,59 | 11 402 | −3,72 | ||||
2025-04-30 | 13F | Harbour Investment Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 94 797 | −62,50 | 2 512 | −64,45 | ||||
2025-08-14 | 13F | Leisure Capital Management | 18 175 | 5,65 | 482 | 0,21 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 33 260 | 189,72 | 905 | 182,50 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 850 | 23 | ||||||
2025-07-08 | 13F | Rise Advisors, LLC | 764 | 0,92 | 20 | −4,76 | ||||
2025-07-14 | 13F | Argent Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 607 | −0,48 | 122 | −5,43 | ||||
2025-05-15 | 13F | Rockport Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Altus Wealth Group LLC | 53 828 | 9,63 | 1 426 | 3,94 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 42 038 | 29,12 | 1 114 | 22,42 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 580 010 | 245,27 | 15 370 | 227,30 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2 190 | 0,97 | 0 | |||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 638 | 6,33 | 17 | 0,00 | ||||
2025-08-14 | 13F | Headinvest, Llc | 111 216 | −0,55 | 2 947 | −5,73 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 2 255 238 | 0,07 | 59 764 | −5,16 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 25 853 | −13,30 | 685 | −17,77 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 383 236 | 1,81 | 10 156 | −3,51 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 85 554 | −1,83 | 2 267 | −6,94 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 18 981 | −51,01 | 503 | −53,55 |
Other Listings
PE:SCHD |