Grundläggande statistik
| Institutionella ägare | 1380 total, 1380 long only, 0 short only, 0 long/short - change of 4,15% MRQ |
| Genomsnittlig portföljallokering | 1.1185 % - change of 0,11% MRQ |
| Institutionella aktier (lång) | 1 553 116 862 (ex 13D/G) - change of 89,30MM shares 6,10% MRQ |
| Institutionellt värde (lång) | $ 33 056 093 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab International Equity ETF (US:SCHF) har 1380 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,553,116,862 aktier. Största aktieägare inkluderar Northwestern Mutual Wealth Management Co, Empower Advisory Group, LLC, Financial Engines Advisors L.L.C., Wealthfront Advisers Llc, CI Private Wealth, LLC, Creative Planning, Betterment LLC, HighTower Advisors, LLC, Wealthspire Advisors, LLC, and Us Bancorp \de\ .
Schwab Strategic Trust - Schwab International Equity ETF (ARCA:SCHF) 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 23,15 / share. Previously, on September 12, 2024, the share price was 20,00 / share. This represents an increase of 15,73% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Cwm, Llc | 3 291 539 | 9,62 | 73 | 22,03 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 1 303 424 | 0,59 | 28 806 | 12,39 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 523 538 | −1,88 | 11 570 | 9,63 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 11 132 | 222 540,00 | 246 | 20,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 11 372 | −14,53 | 251 | −4,56 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 330 088 | 0,77 | 7 295 | 12,58 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 86 863 | −39,39 | 1 920 | −32,29 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 27 112 | −0,01 | 599 | 11,75 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 20 990 | −0,11 | 464 | 11,57 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 700 100 | 6,71 | 15 472 | 19,23 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 17 893 | 395 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 6 895 | 1,23 | 152 | 13,43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 58 654 | −0,82 | 1 296 | 10,86 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 78 240 | 0,72 | 1 729 | 12,57 | ||||
| 2025-07-28 | 13F | Essex LLC | 778 219 | 4,81 | 17 199 | 17,10 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 28 256 | −2,35 | 624 | 9,09 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 25 780 | 0,00 | 570 | 11,79 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 16 232 | 0,14 | 359 | 11,88 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 13 328 | 0,00 | 295 | 11,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 353 286 | −4,24 | 7 808 | 6,99 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 1 364 922 | −5,91 | 30 165 | 5,13 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 17 998 | −11,55 | 0 | |||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 10 804 | 239 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 561 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 188 366 | 6,09 | 48 363 | 18,53 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 199 848 | 0,12 | 4 417 | 11,85 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 636 887 | −2,92 | 14 075 | 8,48 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 43 813 | 25,83 | 1 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16 172 | 357 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 14 444 | 0,00 | 319 | 11,93 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 201 913 | 0,97 | 4 462 | 12,82 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 15 821 | −79,27 | 313 | −77,89 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 65 247 | −0,44 | 1 442 | 11,19 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 449 | −5,54 | 32 | 6,67 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 403 203 | 0,44 | 97 311 | 12,22 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 769 942 | −10,75 | 17 016 | −0,29 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 77 853 | 1 721 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 19 286 | 0,00 | 426 | 11,81 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 180 | 7,76 | 137 | 20,35 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 19 236 | −0,47 | 425 | 11,26 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 003 | 0,64 | 66 | 11,86 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 3 348 | 0,00 | 74 | 10,61 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1 831 774 | 1,98 | 40 482 | 13,94 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 227 913 | −5,46 | 5 037 | 5,62 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 541 624 | −4,46 | 11 943 | 94,91 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 274 265 | 4,61 | 6 061 | 16,89 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 059 | 0,00 | 90 | 11,25 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 22 583 | 9,15 | 499 | 22,00 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 184 122 | −30,29 | 4 034 | −22,78 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 36 037 | 12,42 | 796 | 25,55 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 233 156 | 0,52 | 27 253 | 12,31 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 731 | 0,04 | 0 | |||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 446 | 0,00 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189 599 | 1,05 | 4 190 | 12,91 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 392 588 | −0,06 | 30 776 | 11,67 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23 191 | 513 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 255 | 2 525,00 | 72 | 3 450,00 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 80 524 | −19,47 | 1 780 | −10,02 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 160 379 | −3,28 | 3 172 | 0,13 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 19 365 | −5,73 | 428 | 5,17 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 12 424 | 0,44 | 275 | 12,30 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 2 813 | 62 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 786 268 | −9,70 | 17 377 | 0,89 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 110 201 | −0,35 | 2 435 | 11,34 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 133 355 | 290,14 | 2 947 | 335,95 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 276 | −35,51 | 6 | −25,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 191 090 | 10,36 | 4 223 | 23,34 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 24 576 | 9,50 | 543 | 22,57 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 74 607 | −0,35 | 1 649 | 11,35 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 58 733 | 0,00 | 1 298 | 11,80 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 374 989 | −0,09 | 8 287 | 11,62 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 19 404 | 57,51 | 429 | 76,13 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 572 175 | 1,57 | 34 745 | 13,49 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 50 201 | 1 109 | ||||||
| 2025-08-14 | 13F | Port Capital LLC | 143 017 | 0,62 | 3 161 | 12,45 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 206 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 692 866 | −3,59 | 15 312 | 7,72 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 25 006 | 25,11 | 553 | 39,75 | ||||
| 2025-07-28 | 13F | Interchange Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 529 189 | 39,83 | 11 695 | 56,22 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 21 244 | 26,09 | 470 | 40,84 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 292 571 | 15,89 | 6 466 | 29,48 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 202 | 94,48 | 137 | 4,58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 335 881 | −10,59 | 51 616 | −0,12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 139 579 | 17,87 | 3 085 | 31,68 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 3 214 073 | −8,29 | 71 031 | 2,47 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 35 960 | 0,39 | 795 | 12,15 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 523 857 | 65,41 | 11 577 | 84,82 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 14 594 | −3,81 | 323 | 7,33 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 758 319 | −4,48 | 16 759 | 6,73 | ||||
| 2025-07-31 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 74 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 334 | 7 | ||||||
| 2025-07-17 | 13F | White Pine Investment CO | 64 370 | −6,16 | 1 | 0,00 | ||||
| 2025-08-25 | NP | SWYDX - Schwab Target 2025 Index Fund 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 | 2 840 419 | −7,51 | 62 773 | 3,34 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 16 036 | −0,26 | 354 | 11,32 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 9 207 | −20,66 | 203 | −11,35 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 41 116 | 45,64 | 909 | 62,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 115 981 | 0,24 | 2 502 | 9,64 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 86 552 | 0,00 | 1 913 | 11,75 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 81 860 | 0,77 | 1 809 | 12,64 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 33 940 | 0,00 | 750 | 11,77 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 18 255 | −8,55 | 403 | 2,28 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 053 689 | 23 | ||||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 6 556 228 | 0,98 | 144 893 | 12,83 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 29 488 | 0,00 | 652 | 11,66 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 10 787 | −2,64 | 239 | 8,14 | ||||
| 2025-08-08 | 13F | Creative Planning | 41 355 792 | 0,24 | 913 963 | 12,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 755 | 216 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 2 052 409 | 0,96 | 45 | 12,50 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 900 | 35,71 | 42 | 51,85 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 715 024 | 15 802 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 36 590 | −0,22 | 1 | |||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 2 113 428 | −6,12 | 46 707 | 4,89 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 38 367 | −1,44 | 848 | 10,14 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 542 851 | 0,31 | 11 997 | 12,07 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 14 938 | 0,00 | 330 | 11,86 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 74 834 | 3,63 | 1 654 | 15,76 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 3 219 | 254,91 | 71 | 317,65 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13 094 | 0 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 878 673 | 15,57 | 107 631 | 28,06 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 154 671 | 13,43 | 3 418 | 26,73 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 205 887 | 22,51 | 4 550 | 36,88 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 193 027 | 23,86 | 4 266 | 38,38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 831 574 | 4,62 | 18 378 | 16,89 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 930 | 0,00 | 43 | 10,53 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 23 644 | 6,43 | 523 | 18,91 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 19 324 | 0,65 | 426 | 10,39 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 20 080 | 0,00 | 397 | 7,01 | ||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 743 141 | −42,28 | 16 423 | −35,52 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 89 257 | 5,04 | 1 973 | 17,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 10 283 | −86,39 | 227 | −84,81 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 407 947 | −1,85 | 9 016 | 9,66 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 35 197 | −0,44 | 778 | 11,16 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 25 160 | −1,35 | 556 | 10,32 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 22 543 | −5,20 | 498 | 5,96 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24 859 | 2,71 | 549 | 14,85 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 12 809 | 0,65 | 283 | 12,75 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 25 350 | −2,12 | 560 | 9,38 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 38 746 | 856 | ||||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 20 815 | 1,11 | 460 | 13,02 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 312 | 0,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 3 920 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 15 675 | 5,20 | 346 | 17,69 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 34 670 | −7,55 | 766 | 3,37 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 242 | 0,00 | 5 | 25,00 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 3 512 | 0,00 | 78 | 11,59 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 646 | 0,62 | 14 | 16,67 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 14 901 | −21,44 | 329 | −12,27 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 101 347 | 5,28 | 2 005 | 12,58 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 22 608 | 8,21 | 500 | 20,82 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 40 523 | 0,00 | 802 | 0,00 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 114 188 | 0,40 | 2 524 | 12,18 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 104 966 | 2,58 | 2 320 | 14,63 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 126 703 | −1,66 | 2 800 | 9,89 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 29 376 | 0,00 | 649 | 11,70 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 14 715 | −20,37 | 325 | −10,96 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 106 158 | −35,44 | 2 346 | −27,86 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 2 706 | 0,00 | 60 | 11,32 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 151 031 | −2,85 | 3 338 | 8,52 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 21 301 | −5,42 | 471 | 5,62 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 49 778 | −12,25 | 1 100 | −1,96 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 40 408 | 893 | ||||||
| 2025-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 332 034 | −3,53 | 7 338 | 7,77 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 58 530 | −19,23 | 1 294 | 129 200,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 108 419 | 9,51 | 2 396 | 22,37 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 1 766 | 4,00 | 39 | 18,18 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 20 061 | 29,38 | 443 | 44,77 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 21 922 381 | 1,26 | 484 485 | 13,13 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 131 920 | −10,21 | 2 915 | 0,31 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 876 | 0,00 | 20 | 5,56 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 724 600 | −6,79 | 16 014 | 4,14 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 74 805 | −0,12 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 147 | 11,95 | 755 | 25,04 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 10 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F/A | Seek First Inc. | 222 847 | −1,31 | 4 925 | 10,26 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 2 248 | 0,00 | 50 | 11,36 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 7 502 | −1,51 | 166 | 10,00 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 11 662 | 0,00 | 258 | 11,74 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 746 286 | −12,81 | 16 493 | −2,59 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 230 | 0 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 131 495 | 8,62 | 2 906 | 21,39 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2 664 | 6,30 | 59 | 18,37 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 17 399 | −18,06 | 385 | −8,57 | ||||
| 2025-04-23 | 13F | Eagle Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 142 895 | −2,46 | 3 158 | 8,97 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 25 902 | 0,00 | 572 | 7,52 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 422 570 | 8,20 | 9 339 | 20,90 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 168 626 | −0,87 | 4 | 0,00 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 14 948 | 0,00 | 330 | 11,86 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 515 807 | −9,34 | 11 399 | 1,30 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130 646 | 5,25 | 2 887 | 17,60 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 65 420 | 0,23 | 1 446 | 17,67 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5 821 759 | −3,41 | 128 661 | 7,92 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 159 020 | 7,45 | 3 514 | 20,05 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 28 868 | −29,10 | 638 | −20,87 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 349 343 | −1,86 | 7 720 | 9,64 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 46 869 | 14,59 | 1 036 | 27,94 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 186 458 | −2,06 | 4 121 | 9,43 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 41 053 | −10,28 | 907 | 0,22 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 822 791 | −0,55 | 84 484 | 11,11 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 148 681 | 0,15 | 3 286 | 11,89 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 858 567 | 0,37 | 19 | 12,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 515 662 | 3,08 | 33 496 | 15,17 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 507 066 | 2,94 | 11 206 | 15,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 417 996 | 2,46 | 9 238 | 14,48 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 350 | 1 150,00 | 30 | 1 350,00 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 10 908 | 0,66 | 241 | 12,62 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 24 060 | 532 | ||||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 86 984 | −11,20 | 1 922 | −0,77 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 764 627 | −1,78 | 16 898 | 9,74 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 4 662 | 0,00 | 103 | 11,96 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 45 753 | −18,02 | 1 011 | −8,34 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 764 614 | 34 510,78 | 83 198 | 38 596,28 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5 276 | −7,73 | 117 | 2,65 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 172 020 | 18,23 | 3 802 | 32,12 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 44 980 | −7,48 | 994 | 3,43 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 36 307 | −0,04 | 802 | 6,08 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 085 | −9,96 | 24 | 0,00 | ||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio 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 | 411 085 | −9,07 | 9 085 | 1,59 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 58 559 | −1,61 | 1 294 | 9,94 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 92 | 0,00 | 2 | 100,00 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 11 515 | −1,11 | 254 | 10,43 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 902 | −24,83 | 20 | −17,39 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 846 559 | −2,28 | 18 709 | 9,18 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 3 901 803 | −0,12 | 77 178 | 6,79 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 23 681 | −20,21 | 523 | −10,90 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 192 617 | 29,52 | 4 197 | 35,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 49 959 | 19,61 | 1 104 | 33,66 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 35 283 | −24,91 | 780 | −16,15 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 49 518 | 1,15 | 1 094 | 13,02 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 13 092 | 287 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 546 630 | −2,61 | 12 081 | 8,81 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 21 168 | 0,00 | 468 | 11,72 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 108 384 | −1,83 | 2 395 | 9,71 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 39 719 | 0,15 | 877 | 11,73 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 15 201 | 0,00 | 336 | 11,67 | ||||
| 2025-08-25 | NP | SWYGX - Schwab Target 2040 Index Fund 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 | 11 533 443 | −4,21 | 254 889 | 7,03 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 16 231 | −8,17 | 359 | 2,58 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 43 553 | −3,17 | 963 | 8,21 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 66 038 | −3,44 | 1 459 | 7,91 | ||||
| 2025-07-17 | 13F | City Holding Co | 992 | 22 | ||||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 254 083 | 343,29 | 5 615 | 395,59 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 280 304 | 13,40 | 6 195 | 26,69 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 231 213 | 1,86 | 5 110 | 13,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 39 849 | 910,63 | 881 | 1 042,86 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 40 765 | 15,97 | 901 | 29,50 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 44 | 0,00 | 1 | |||||
| 2025-04-15 | 13F | Ibex Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 63 557 | 0,18 | 1 393 | 15,14 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund 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 | 8 890 468 | −4,91 | 196 479 | 6,25 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 29 254 | 13,98 | 647 | 27,42 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 249 | 0,00 | 28 | 12,50 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 1 295 383 | −3,35 | 28 628 | 7,98 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 248 880 | −3,83 | 5 500 | 7,46 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 551 620 | 2,60 | 12 191 | 14,63 | ||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 6 120 | 0,00 | 135 | 11,57 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 18 808 | 2,28 | 416 | 14,33 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 35 657 | −0,95 | 788 | 10,67 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 16 470 | 0,00 | 364 | 11,69 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 427 311 | 96,18 | 75 744 | 119,20 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 226 124 | −3,51 | 27 097 | 7,81 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 399 129 | −14,78 | 8 821 | −4,78 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 010 894 | 62,17 | 44 441 | 81,20 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 6 717 | 148 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 19 459 | 2,96 | 430 | 15,28 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 57 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Peak Asset Management, LLC | 12 654 | −0,78 | 280 | 10,71 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 322 750 | −0,03 | 7 133 | 11,70 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 1 090 727 | 0,65 | 24 105 | 12,46 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 47 822 | −3,79 | 1 057 | 7,43 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 7 168 | 0,65 | 158 | 12,86 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 14 907 | 41,51 | 329 | 58,17 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 18 323 | −1,82 | 405 | 9,49 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 356 940 | −0,80 | 7 888 | 10,83 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 21 562 | 6,56 | 477 | 19,00 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 9 594 | 212 | ||||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 391 711 | −5,09 | 9 | 0,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 29 | 0,00 | 1 | |||||
| 2025-05-12 | 13F | Maia Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 31 156 | −0,63 | 689 | 10,97 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 383 161 | −6,96 | 8 468 | 3,95 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 10 000 | 221 | ||||||
| 2025-07-16 | 13F | Rebalance, Llc | 6 170 411 | −5,34 | 136 366 | 5,77 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 70 773 | −4,99 | 1 564 | 6,18 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 72 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 398 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 50 131 | −12,01 | 1 108 | −1,69 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 82 030 | 0,65 | 1 813 | 12,41 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 133 494 | −0,99 | 2 950 | 10,65 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 430 879 | −2,98 | 9 522 | 8,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 348 344 | −6,31 | 7 698 | 1,85 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3 709 536 | 3,87 | 81 981 | 16,05 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 835 711 | −12,69 | 18 469 | −2,45 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 350 874 | −0,78 | 7 754 | 10,85 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 22 617 | 1,97 | 500 | 13,93 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 687 946 | −15,72 | 15 204 | −5,84 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 494 960 | 1,92 | 10 939 | 13,87 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 832 | 40 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 15 982 | 0,00 | 353 | 11,71 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 30 370 | 0,45 | 671 | 12,21 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 31 318 | 70,57 | 692 | 90,63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 77 302 | 3,24 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 796 | 0,27 | 239 | 12,26 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 395 844 | 17,13 | 8 748 | 30,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 245 964 | 117,05 | 5 436 | 142,53 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 101 416 | 0,65 | 2 241 | 12,44 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 133 989 | 1,56 | 2 961 | 13,49 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 27 286 | 1,03 | 603 | 20,84 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 544 603 | 0,30 | 12 036 | 12,07 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 70 418 | 2,49 | 1 556 | 14,50 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4 232 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 18 645 | 27,55 | 412 | 42,56 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 312 439 | 5,08 | 6 905 | 17,40 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 24 002 | 6,55 | 530 | 19,10 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1 874 331 | 9,48 | 41 423 | 22,32 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 102 735 | 4,84 | 2 270 | 17,13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 655 981 | 0,34 | 147 097 | 12,11 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 40 959 | 0,00 | 905 | 11,73 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 311 | 10,11 | 294 | 23,01 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 73 578 | −12,48 | 1 626 | −2,17 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 600 233 | 1,47 | 13 265 | 13,38 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 54 115 | −7,71 | 1 196 | 3,11 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 160 045 | −1,11 | 3 625 | 8,79 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 27 978 | 11,69 | 618 | 24,85 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 3 006 | 0,20 | 66 | 11,86 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 466 452 | −2,50 | 10 309 | 8,94 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 768 | 36,65 | 17 | 60,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 760 024 | 18,42 | 38 897 | 32,31 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 177 387 | 5,17 | 3 920 | 17,51 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 10 395 | 2,89 | 230 | 8,53 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 569 419 | 6,59 | 12 584 | 19,10 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 13 932 | 0,64 | 308 | 12,45 | ||||
| 2025-04-10 | 13F | Chatham Capital Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 150 274 | 7,61 | 3 321 | 20,24 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 146 229 | 24,40 | 3 232 | 48,62 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 784 875 | −1,79 | 17 346 | 9,73 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 5 362 | 0,00 | 118 | 11,32 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 883 | 0,00 | 42 | 10,81 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 13 922 | −7,00 | 308 | 3,72 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 260 769 | −1,32 | 5 763 | 10,24 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9 316 311 | −0,40 | 206 636 | 11,69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 915 | 0,03 | 352 | 11,78 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 329 440 | 0,15 | 7 281 | 11,90 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 75 655 | −3,58 | 1 672 | 7,67 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 570 | −40,56 | 13 | −33,33 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 13 646 | 18,63 | 302 | 32,60 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11 902 | 263 | ||||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 137 494 | −4,28 | 3 | 50,00 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 422 900 | 0,00 | 8 | 0,00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 23 592 | 70,98 | 521 | 91,54 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 018 | −63,93 | 45 | −60,00 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 23 424 | 8,90 | 518 | 21,65 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 593 | 35 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 9 598 | 212 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 10 094 | 0,00 | 223 | 12,06 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 30 153 | 0,00 | 666 | 11,74 | ||||
| 2025-07-30 | 13F | Connors Investor Services Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 347 260 | 7,82 | 30 | 20,83 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 27 824 | 2,90 | 615 | 14,98 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 54 272 | 0,88 | 1 199 | 12,69 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2 640 | 58 | ||||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12 820 | 0,26 | 289 | 12,50 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 165 095 | 9,76 | 3 649 | 22,62 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 11 204 | −0,39 | 248 | 11,26 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 52 074 | 73,64 | 1 151 | 93,93 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 9 634 | −13,41 | 213 | −3,64 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 412 | 0,00 | 9 | 12,50 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 410 971 | 5,64 | 97 482 | 18,03 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 40 984 | 6,44 | 906 | 18,92 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 12 660 | 0,00 | 280 | 11,60 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 327 572 | 0,04 | 29 339 | 11,77 | ||||
| 2025-08-27 | NP | FAIEX - PFM Multi-Manager International Equity Fund Institutional Class | 13 034 482 | −6,83 | 288 062 | 4,10 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 92 822 | 30,86 | 2 051 | 46,19 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 164 683 | −0,01 | 3 639 | 11,73 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 137 086 | −0,77 | 3 030 | 10,87 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 236 000 | 0,00 | 5 091 | 8,99 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 12 415 | −15,49 | 274 | −5,52 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 39 724 | 9 831,00 | 878 | 12 428,57 | ||||
| 2025-05-13 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 2 004 | 44 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 90 985 | −6,54 | 2 011 | 4,42 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 79 420 | −5,93 | 1 755 | 5,15 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10 507 | 0,00 | 208 | 0,00 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 48 144 | 1,27 | 1 064 | 13,09 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 10 264 | −1,93 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 21 644 | −0,49 | 478 | 11,16 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 40 472 | 1,53 | 894 | 13,45 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 102 707 | 0,00 | 2 238 | 10,14 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 098 | 46 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 134 153 | 0,93 | 2 965 | 12,74 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 21 298 | 9,60 | 471 | 22,40 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 70 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 79 524 | −31,08 | 1 757 | −23,01 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 451 595 | 2,66 | 9 980 | 14,70 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 652 915 | −0,50 | 14 | 16,67 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9 924 | 219 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 16 633 | −0,57 | 368 | 11,21 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 390 | 0,00 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 1 318 500 | 53,51 | 29 139 | 71,52 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 094 703 | 877,70 | 90 493 | 992,37 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 47 112 | 0,13 | 1 041 | 11,94 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 90 297 | 0,31 | 1 996 | 12,08 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 31 198 | 6,02 | 689 | 18,38 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 40 100 | −74,01 | 886 | 12,01 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8 822 688 | −0,87 | 194 960 | 10,69 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 597 633 | 7,39 | 13 208 | 19,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 44 999 | 27,93 | 994 | 43,02 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 40 196 | 7,44 | 888 | 20,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 25 082 | 97,89 | 554 | 121,60 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 123 807 | 0,00 | 2 736 | 11,76 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 102 463 | 2 264 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 17 356 | 384 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 212 059 | −2,66 | 4 687 | 8,77 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 26 649 | 12,45 | 589 | 25,64 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 502 945 | −1,20 | 11 115 | 10,39 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 5 581 | 0,00 | 123 | 11,82 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 743 151 | −2,22 | 16 424 | 9,25 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 4 804 438 | 19,70 | 106 178 | 33,74 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 174 | 0,00 | 26 | 8,70 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 3 005 | 4 595,31 | 66 | 6 500,00 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9 824 | 217 | ||||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 19 362 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Claro Advisors LLC | 31 509 | 7,54 | 696 | 20,21 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 9 575 | 212 | ||||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 764 | −22,39 | 216 | −13,31 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 398 994 | 0,42 | 8 818 | 12,19 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 100 831 | −3,02 | 2 228 | 8,37 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 11 574 | −0,95 | 256 | 10,39 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13 078 | 289 | ||||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 314 852 | −4,54 | 6 958 | 6,67 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1 363 373 | 1,75 | 30 131 | 13,69 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 3 630 | −28,82 | 80 | −20,00 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 184 | 0,00 | 4 | 33,33 | ||||
| 2025-07-21 | 13F | 25 Llc | 16 831 | 23,44 | 372 | 37,92 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 802 | 18 | ||||||
| 2025-08-14 | 13F | Schwerin Boyle Capital Management Inc | 706 500 | 0,00 | 15 614 | 11,73 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 350 820 | 0,66 | 7 753 | 14,20 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 249 830 | 2,68 | 5 521 | 14,73 | ||||
| 2025-07-16 | 13F | Flower City Capital | 28 558 | 0,00 | 631 | 11,88 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 64 146 | −8,14 | 1 418 | 2,61 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97 237 | 3,76 | 2 149 | 23,95 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9 994 | 221 | ||||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 6 000 | 0,00 | 133 | 11,86 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 13 229 | 292 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1 128 560 | 1,28 | 24 941 | 13,16 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 66 188 | −2,23 | 1 463 | 21,63 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 10 525 | −24,68 | 233 | −15,94 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 111 885 | 1,63 | 2 473 | 13,55 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rossmore Private Capital | 56 094 | 0,00 | 1 240 | 11,72 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 353 865 | 8,98 | 228 820 | 21,76 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 602 267 | 0,44 | 13 310 | 12,22 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 20 080 | 0,05 | 444 | 11,87 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 239 578 | 6,69 | 5 295 | 19,21 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 427 | 32 | ||||||
| 2025-07-15 | 13F | Well Done, LLC | 18 260 | −8,14 | 404 | 9,81 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 218 840 | 59,25 | 4 329 | 70,26 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 268 | 0,00 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | Citrine Capital LLC | 50 818 | −3,51 | 1 123 | 7,88 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 415 | 0,48 | 9 | 12,50 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 37 585 | 38,40 | 831 | 54,56 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 51 194 | −6,60 | 1 131 | 4,34 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 528 | 0,00 | 0 | |||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 13 435 | 1,33 | 297 | 12,98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 119 580 | 102,94 | 2 643 | 126,78 | ||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 1 588 | −57,74 | 0 | |||||
| 2025-08-08 | 13F | Advisory Resource Group | 12 075 | 267 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 40 039 | 18,61 | 885 | 41,67 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 928 | −22,19 | 65 | −13,51 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 21 249 | 35,03 | 470 | 50,80 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15 472 | 3,01 | 342 | 14,81 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 81 124 | 6,12 | 1 793 | 18,52 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 748 436 | 355,52 | 16 540 | 409,08 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 920 172 | −20,37 | 20 336 | −11,03 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 265 245 | 7,12 | 5 862 | 19,66 | ||||
| 2025-04-16 | 13F | Smithbridge Asset Management Inc/de | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 21 211 | 4,00 | 467 | 15,63 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 24 476 | 0,00 | 541 | 11,57 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19 004 | 115,64 | 420 | 140,80 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 192 | 0,00 | 48 | 11,63 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 19 269 | −52,66 | 426 | −43,48 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 691 827 | 1,89 | 15 289 | 13,83 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 18 933 | 0,47 | 415 | 11,29 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 35 345 | −5,86 | 781 | 5,26 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 625 260 | 10,06 | 13 818 | 22,97 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 9 466 | 209 | ||||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 10 978 | −7,71 | 244 | 3,40 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5 194 465 | −2,49 | 114 798 | 8,94 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 172 560 | 6,30 | 3 814 | 18,75 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 98 207 | −3,37 | 1 943 | 3,30 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 44 331 | 980 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 248 774 | −59,83 | 5 | −58,33 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 89 741 | 2,59 | 1 775 | 9,70 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 8 198 | 0,17 | 181 | 12,42 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 29 670 | 0,00 | 656 | 11,77 | ||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 25 275 | −1,95 | 559 | 9,63 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 389 148 | −6,74 | 8 600 | 4,20 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 397 059 | −0,76 | 8 775 | 10,87 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 38 528 | 0,00 | 851 | 11,68 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 111 134 | 3,13 | 2 456 | 15,25 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4 839 092 | 7,97 | 106 944 | 20,64 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 526 612 | 6,32 | 11 638 | 18,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 139 644 | 2,41 | 2 762 | 9,52 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 27 393 | −3,38 | 606 | 3,95 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 8 482 | 0,00 | 187 | 11,98 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 10 451 | 0,00 | 231 | 11,65 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 9 606 | 212 | ||||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 18 156 | 0,00 | 401 | 11,70 | ||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 34 188 | 67,06 | 756 | 86,88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 024 | 23 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 17 944 | 0,92 | 397 | 12,82 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 506 | 0,00 | 11 | 10,00 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 60 236 | 0,00 | 1 331 | 11,75 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 30 640 | 0,00 | 677 | 11,72 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 16 164 | 7,07 | 357 | 19,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 399 933 | 8,81 | 9 074 | 18,58 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 77 856 | −1,76 | 1 721 | 9,76 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 18 850 | 0,00 | 373 | 6,90 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 105 160 | 2,54 | 2 324 | 14,60 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 989 497 | 0,47 | 21 868 | 12,25 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 18 401 | −5,17 | 407 | 6,01 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 22 479 | 0,49 | 497 | 12,22 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 18 288 | −10,76 | 404 | −0,25 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 17 918 | 30,22 | 396 | 45,22 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 18 339 | 52,79 | 405 | 70,89 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 9 106 | 201 | ||||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1 292 704 | 1,18 | 28 569 | 13,05 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 305 159 | 17,70 | 7 | 20,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 13 070 | 0,14 | 289 | 11,63 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 531 703 | −15,88 | 11 751 | −6,43 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 255 566 | 33,73 | 5 648 | 49,46 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 840 | 16,01 | 76 | 22,95 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 417 626 | −2,92 | 9 230 | 8,46 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 227 626 | 5 031 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 20 681 | 8,10 | 465 | 22,75 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 717 846 | −11,77 | 15 864 | −1,42 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 14 244 | 315 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 31 815 | 7,42 | 1 | |||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 562 117 | −1,32 | 12 423 | 10,25 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 127 197 | 0,65 | 2 811 | 12,48 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 15 279 | 18,87 | 338 | 32,68 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 12 900 | −20,58 | 285 | −11,21 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 26 299 | −21,92 | 581 | −12,76 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 301 471 | −11,30 | 6 744 | 0,31 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 202 574 | −0,63 | 4 477 | 11,01 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 156 198 | −6,04 | 3 452 | 4,96 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 20 986 | 1,61 | 464 | 13,48 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 496 673 | −10,19 | 10 976 | 0,35 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 240 291 | −1,52 | 5 310 | 10,03 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 303 | −92,06 | 7 | −92,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 558 332 | −0,83 | 12 339 | 10,81 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 29 258 | −4,26 | 397 | 3,66 | ||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 48 408 | −6,85 | 1 070 | 4,09 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 20 393 | 0,33 | 451 | 11,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 39 600 | 3,12 | 875 | 15,28 | |||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 385 773 | −4,91 | 8 526 | 6,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2 110 524 | −71,67 | 46 643 | −68,35 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 14 611 | 0,64 | 323 | 12,20 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 249 463 | 6,10 | 5 513 | 18,56 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 40 784 | −28,30 | 901 | −19,91 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 30 487 | 7,96 | 674 | 20,61 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 9 114 | 201 | ||||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 10 361 | 0,65 | 229 | 12,32 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10 579 | −2,02 | 234 | 9,39 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 395 881 | 9,30 | 8 749 | 22,11 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 17 151 | −0,41 | 379 | 11,47 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12 964 048 | −1,31 | 286 505 | 10,26 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 415 | 0,15 | 75 | 11,94 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 339 362 | −1,58 | 7 500 | 9,96 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 597 | 7,33 | 18 533 | 19,92 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 10 799 | −38,46 | 239 | −31,41 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 518 795 | 0,46 | 11 465 | 12,25 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 270 080 | −1,23 | 28 069 | 10,35 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 381 512 | 2,03 | 8 431 | 13,99 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 264 940 | 0,91 | 5 855 | 12,75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 7 789 | 176 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 13 416 | 0,00 | 296 | 11,70 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 33 556 | 0,29 | 742 | 12,10 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 442 695 | −2,96 | 9 784 | 8,42 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 61 | 0,00 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 101 439 | −23,02 | 2 242 | −14,01 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 61 307 | −2,33 | 1 355 | 9,11 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 12 392 | 274 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1 733 768 | 41,60 | 38 316 | 58,21 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 63 314 | 0,17 | 1 399 | 11,92 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 278 803 | 7,69 | 6 162 | 20,31 | ||||
| 2025-04-23 | 13F | Western Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 134 880 | 16,02 | 2 981 | 29,62 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 54 738 | −69,33 | 1 210 | −65,74 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 47 521 | 0,00 | 1 050 | 11,82 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 206 584 | 3,21 | 4 566 | 15,31 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 714 | 0,00 | 16 | 7,14 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 31 925 | −0,18 | 706 | 11,55 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 536 938 | −16,85 | 33 966 | −7,09 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 16 691 | 7,17 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 150 947 | 9,04 | 3 336 | 21,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66 216 | 7,79 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | City State Bank | 450 | 0,00 | 10 | 12,50 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 135 653 | 2,14 | 2 998 | 14,08 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 16 834 | −1,09 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 489 | 33 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 823 047 | 13,19 | 18 189 | 26,46 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 12 620 | 0,00 | 279 | 11,65 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 144 539 | 0,99 | 3 194 | 12,86 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 63 389 | 0,39 | 1 401 | 12,09 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 55 101 | −0,53 | 1 218 | 11,14 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 138 | 0,00 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 32 745 | −6,67 | 724 | 4,18 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 686 | 0,00 | 15 | 15,38 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 964 | 43 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 35 390 | 38,77 | 782 | 55,16 | ||||
| 2025-08-13 | 13F | Momentous Wealth Management, Inc. | 640 323 | −0,79 | 14 151 | 10,86 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 2 741 | −6,13 | 61 | 5,26 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 213 366 | −14,08 | 4 715 | −4,01 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 24 217 | −9,20 | 535 | 1,52 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 29 094 | 0,00 | 643 | 11,65 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 304 631 | −0,39 | 6 732 | 11,29 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 125 209 | −0,26 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 12 424 | 275 | ||||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 125 589 | −22,96 | 2 776 | −13,93 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 20 080 | 444 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 13 545 100 | −6,71 | 299 347 | 4,23 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 653 127 | −7,95 | 14 434 | 2,85 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 10 279 | −18,28 | 227 | −8,47 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 44 515 | −6,48 | 984 | 4,46 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 148 033 | −3,07 | 3 272 | 8,31 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 21 627 | 3,59 | 478 | 15,78 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 182 912 | 4,66 | 4 042 | 16,96 | ||||
| 2025-08-13 | 13F | Black Cypress Capital Management, LLC | 39 049 | −29,52 | 863 | −21,28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 583 857 | 5,58 | 12 903 | 17,96 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21 525 356 | 5,21 | 475 710 | 17,55 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 170 720 | −1,11 | 3 773 | 10,49 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3 608 | −39,71 | 80 | −33,05 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 30 174 | 0,65 | 667 | 12,50 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 616 | 0,00 | 14 | 8,33 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 186 103 | 267,74 | 4 113 | 310,79 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1 096 016 | −0,79 | 24 222 | 10,85 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 21 267 | 0,38 | 470 | 12,17 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 271 836 | 1,78 | 28 108 | 13,72 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 31 911 | 631 | ||||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 83 971 | 2,91 | 1 856 | 15,00 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 104 471 | 0,42 | 2 309 | 12,20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 970 | 0 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 12 553 | 0,00 | 277 | 11,69 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 120 | 0,84 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 32 279 | 46,77 | 713 | 64,29 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 945 290 | 4,65 | 20 891 | 16,92 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 52 458 | −1,12 | 1 159 | 10,49 | ||||
| 2025-08-25 | NP | SWYJX - Schwab Target 2055 Index Fund 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 | 8 402 422 | −0,71 | 185 694 | 10,94 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 12 689 | 94,92 | 280 | 118,75 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 141 804 | 1,12 | 3 134 | 12,98 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 18 800 | 0,00 | 415 | 11,86 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 74 | 0,00 | 2 | 0,00 | ||||
| 2025-04-29 | 13F | Rice Partnership, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 38 238 | −2,19 | 845 | 9,31 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 115 601 | −88,94 | 3 | −90,00 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1 303 | 0,62 | 29 | 12,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 41 399 | −20,87 | 915 | −11,61 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 31 775 | 0,23 | 702 | 11,96 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 366 254 | −9,79 | 30 194 | 0,79 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 942 883 | 4,95 | 131 338 | 17,26 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9 182 | 203 | ||||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 27 412 | −3,12 | 606 | 8,23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 16 308 | −25,75 | 360 | −17,05 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 21 711 | 23,26 | 480 | 37,64 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 33 856 | 1,91 | 748 | 13,85 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 279 163 | −2,50 | 138 769 | 8,93 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 13 303 | −19,06 | 294 | −9,85 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2 278 495 | 0,65 | 50 355 | 12,46 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 71 193 | 0,52 | 1 573 | 12,36 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 23 230 | 24,43 | 513 | 39,02 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 56 | 1 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 15 174 | 0,00 | 335 | 11,67 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 266 446 | 6,91 | 5 888 | 19,46 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 32 330 | 0,00 | 714 | 11,74 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 9 690 | 214 | ||||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 55 661 | 5,78 | 1 229 | 12,56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55 796 | 32,28 | 1 233 | 58,08 | ||||
| 2025-07-09 | 13F | Radnor Capital Management, LLC | 10 768 | 0,00 | 0 | |||||
| 2025-08-25 | NP | SWYFX - Schwab Target 2035 Index Fund 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 | 8 760 564 | −3,35 | 193 608 | 7,99 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 228 036 | 0,00 | 5 040 | 11,73 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1 829 904 | −1,91 | 40 441 | 9,60 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 75 820 | 1 676 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 756 | −49,32 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 062 250 | 4,28 | 23 476 | 16,51 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4 056 | 90 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 61 052 | 42,20 | 1 349 | 58,89 | ||||
| 2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 102 811 | −2,33 | 2 272 | 9,13 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 51 136 | −22,37 | 1 130 | −13,21 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 75 868 | −6,15 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 361 325 | −2,05 | 7 985 | 9,44 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 970 909 | 6,47 | 21 574 | 23,08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 365 | 1 074,19 |
