Grundläggande statistik
Institutionella ägare | 1379 total, 1379 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) | 1 553 085 728 (ex 13D/G) - change of 89,30MM shares 6,10% MRQ |
Institutionellt värde (lång) | $ 33 054 897 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab International Equity ETF (US:SCHF) har 1379 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,553,085,728 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 13, 2024, the share price was 20,07 / share. This represents an increase of 15,35% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 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 | ||||||
2025-07-16 | 13F | BOS Asset Management, LLC | 12 936 | 0,00 | 286 | 11,76 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 17 952 | 14,75 | 397 | 41,94 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 213 291 | −0,00 | 4 714 | 11,74 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 12 646 | 4,96 | 279 | 17,23 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 20 262 | 448 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 12 494 818 | −1,50 | 276 135 | 10,06 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 126 866 | −5,64 | 2 803 | 5,42 | ||||
2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 17 221 | 1,41 | 381 | 9,20 | ||||
2025-08-11 | 13F | Madison Asset Management, LLC | 25 140 | 0,00 | 556 | 11,67 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 783 939 | 9,98 | 17 176 | 21,83 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 510 143 | 16,72 | 11 274 | 30,41 | ||||
2025-07-29 | 13F | Manchester Financial Inc | 12 147 | −6,43 | 268 | 4,69 | ||||
2025-08-08 | 13F | Firestone Capital Management | 319 341 | 1,50 | 7 057 | 13,40 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 17 351 | 182,96 | 383 | 216,53 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 70 763 | −0,03 | 1 564 | 11,64 | ||||
2025-08-08 | 13F | Bailard, Inc. | 371 216 | −0,16 | 8 204 | 11,54 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 292 | 73 | ||||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 618 | 0,00 | 0 | |||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 209 296 | −6,38 | 4 625 | 4,59 | ||||
2025-07-29 | 13F | Private Trust Co Na | 22 457 | 39,81 | 496 | 56,47 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 152 095 | 6,77 | 3 361 | 19,31 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 25 652 | 0,00 | 567 | 11,64 | ||||
2025-07-16 | 13F/A | CX Institutional | 384 200 | 0,03 | 8 | 14,29 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 26 718 | −1,42 | 590 | 10,07 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 9 756 | −15,51 | 216 | −5,70 | ||||
2025-08-12 | 13F | Aspiring Ventures, LLC | 99 883 | 16,68 | 2 207 | 23,85 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 124 332 | −2,79 | 2 748 | 8,62 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 29 045 | −0,74 | 642 | 10,90 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 14 725 | −17,14 | 325 | −7,41 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 702 502 | 577,46 | 15 525 | 656,95 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 510 098 | 52,24 | 11 | 83,33 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 52 084 | 104,10 | 1 148 | 125,54 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 088 | −9,34 | 112 | 0,90 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10 110 | 223 | ||||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 54 086 | 67,53 | 1 195 | 87,30 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 6 008 | −12,80 | 133 | −2,94 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 554 651 | −1,04 | 12 258 | 10,56 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 585 054 | 19 | ||||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 334 | 15,17 | 7 | 40,00 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 804 946 | −1,22 | 17 789 | 10,37 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 253 362 | 2,30 | 5 599 | 14,31 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 21 627 | 0,85 | 478 | 12,50 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 422 718 | 4,86 | 9 342 | 17,16 | ||||
2025-08-14 | 13F | Betterment LLC | 22 942 141 | −2,77 | 507 | 8,80 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 863 074 | 0,02 | 19 | 11,76 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 8 220 | −68,16 | 182 | −64,51 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 26 496 | 0,00 | 586 | 11,64 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 30 225 | 20,69 | 668 | 34,75 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 210 444 | −1,91 | 4 651 | 9,59 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 961 550 | 4,07 | 43 | 16,22 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 105 453 | −0,45 | 2 331 | 11,22 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 162 134 | −3,17 | 3 583 | 8,18 | ||||
2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Balentine LLC | 3 778 | 0,00 | 83 | 12,16 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 400 | 0,00 | 9 | 14,29 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 60 837 | 0,00 | 1 344 | 11,72 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 3 280 | 0,00 | 72 | 12,50 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 10 150 | 0,00 | 224 | 12,00 | ||||
2025-04-16 | 13F | Goldstone Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 27 265 | −3,11 | 603 | 8,27 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 107 696 | 12,97 | 2 380 | 26,26 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 100 426 | 2 219 | ||||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 300 023 | 28 731 | ||||||
2025-07-31 | 13F | BIP Alliance, LLC | 84 753 | −0,55 | 1 873 | 11,16 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 769 248 | 4,10 | 17 000 | 16,30 | ||||
2025-07-24 | 13F | JB Capital LLC | 9 215 | 204 | ||||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 56 076 | 25,94 | 1 239 | 40,80 | ||||
2025-08-25 | NP | SWYHX - Schwab Target 2045 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 | 8 260 256 | −2,57 | 182 552 | 8,86 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 852 336 | 123,64 | 18 837 | 149,88 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 21 175 | 0,62 | 468 | 12,26 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 18 217 | 23,01 | 403 | 37,67 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 908 | 0,00 | 20 | 17,65 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 68 658 | 35,70 | 1 517 | 51,70 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 347 623 | −3,42 | 7 682 | 7,91 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 13 875 | −1,79 | 307 | 9,68 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 175 034 | 16,29 | 3 868 | 29,93 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 999 265 | 21,10 | 66 285 | 35,31 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 331 705 736 | −4,71 | 7 330 697 | 6,47 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 368 539 | 15,58 | 8 145 | 29,13 | ||||
2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 32 423 | 0,01 | 717 | 11,70 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 154 792 | −12,00 | 3 421 | −1,70 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 155 563 | 0,62 | 3 438 | 12,43 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 60 360 | −0,53 | 1 334 | 11,08 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 51 539 | −1,25 | 1 139 | 10,37 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 87 863 | −0,61 | 1 942 | 14,24 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 30 125 | −0,60 | 666 | 11,02 | ||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 15 746 | 0,00 | 348 | 11,58 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 4 021 | 89 | ||||||
2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 152 404 | −4,16 | 3 368 | 7,09 | ||||
2025-07-09 | 13F | Act Wealth Management, Llc | 867 975 | −4,64 | 19 182 | 6,55 | ||||
2025-08-12 | 13F | Sherwood Financial Partners, LLC | 728 325 | −5,45 | 16 096 | 5,64 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 288 414 | 18,24 | 6 374 | 32,11 | ||||
2025-08-25 | NP | SWYMX - Schwab Target 2050 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 | 12 070 500 | −1,59 | 266 758 | 9,95 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 57 112 | 0,00 | 1 262 | 11,78 | ||||
2025-07-30 | 13F | Sterling Investment Management, Inc. | 28 079 | −1,69 | 621 | 9,93 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 225 | −2,24 | 403 | 8,06 | ||||
2025-07-29 | 13F | TFC Financial Management | 8 502 | 0,00 | 188 | 11,31 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 275 051 | −0,22 | 6 079 | 11,48 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 47 521 | −4,04 | 1 050 | 7,25 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 142 062 | 9,27 | 3 140 | 22,09 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 60 588 | −0,72 | 1 339 | 10,85 | ||||
2025-08-25 | NP | SWYNX - Schwab Target 2060 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 | 9 903 195 | −1,27 | 218 861 | 10,31 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 110 626 | −3,72 | 2 445 | 7,57 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 496 | 55 | ||||||
2025-08-12 | 13F | Wernau Asset Management Inc. | 45 246 | 0,00 | 1 000 | 11,74 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 203 880 | 1,94 | 4 506 | 13,91 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 16 574 | 0,00 | 366 | 11,93 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 1 488 | 0,00 | 33 | 10,34 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 647 452 | 1,54 | 14 309 | 13,46 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 9 207 | −10,31 | 203 | 0,00 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 26 585 | 0,00 | 526 | |||||
2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Builder Investment Group Inc /adv | 14 537 | 0,48 | 321 | 12,24 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 180 | 203 | ||||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 11 234 | −12,86 | 248 | −2,75 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 191 366 | 4,46 | 4 229 | 16,73 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 2 302 | −9,44 | 51 | 0,00 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 46 427 | 0,37 | 1 026 | 12,25 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 15 446 | −45,01 | 341 | −38,56 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 100 338 | 0,00 | 2 217 | 11,74 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 37 309 | −15,74 | 825 | −5,83 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 1 348 | 0,00 | 30 | 11,54 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 1 072 499 | 1,39 | 23 702 | 13,29 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 17 200 | 0,00 | 380 | 11,76 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 22 393 | 0,00 | 494 | 6,94 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 11 452 | 0,66 | 250 | 10,67 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 787 | −15,20 | 107 | −20,15 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 39 491 | 7,92 | 1 | |||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 480 818 | −0,56 | 10 626 | 11,12 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 38 843 | 2,43 | 858 | 14,40 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 2 905 | 8,52 | 64 | 23,08 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 26 690 | 0,00 | 590 | 11,76 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 55 348 | −15,40 | 1 223 | −5,49 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 18 354 | 0,00 | 406 | 11,57 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 108 | 0,00 | 2 | 0,00 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 11 800 | −11,45 | 261 | −1,14 | ||||
2025-08-04 | 13F | Lathrop Investment Management Corp | 12 911 | 0 | ||||||
2025-08-12 | 13F | Argent Trust Co | 186 113 | 2,41 | 4 113 | 14,44 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 74 837 | 0,00 | 1 654 | 11,69 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 9 862 | −1,49 | 218 | 9,60 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 16 216 | −22,20 | 358 | −13,11 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 1 663 875 | −4,09 | 36 772 | 7,16 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9 894 | 219 | ||||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | FDx Advisors, Inc. | 67 427 | −1,55 | 1 | 0,00 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 18 634 | −1,58 | 412 | 9,89 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 636 | 0,00 | 14 | 16,67 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 13 236 | 13,27 | 294 | 26,84 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 25 669 | 0,00 | 567 | 11,83 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 39 119 | 0,85 | 865 | 9,37 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 180 001 | 67,07 | 3 978 | 86,67 | ||||
2025-07-10 | 13F | Contravisory Investment Management, Inc. | 449 | 0,00 | 10 | 12,50 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 104 448 | 20,47 | 2 308 | 34,66 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 80 987 | −0,73 | 1 790 | 10,91 | ||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 11 870 | 0,00 | 235 | 6,85 | ||||
2025-08-14 | 13F | First Manhattan Co | 21 199 | 5,38 | 468 | 17,88 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 9 431 | 0,26 | 208 | 11,83 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 768 | 17 | ||||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 126 768 | −2,64 | 2 802 | 8,78 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 223 766 | 50,65 | 4 945 | 68,31 | ||||
2025-07-16 | 13F | Embree Financial Group | 128 924 | 0,46 | 2 849 | 12,25 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12 059 | 267 | ||||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 476 016 | −0,89 | 10 520 | 10,73 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 269 | −73,92 | 50 | −70,93 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 861 569 | 1,48 | 19 041 | 13,38 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 14 223 | −12,91 | 314 | −2,79 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 25 452 | 0,68 | 562 | 12,40 | ||||
2025-08-07 | 13F | Nwam Llc | 42 026 | 0,00 | 929 | 11,67 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 219 371 | 0,82 | 26 948 | 12,64 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 66 | 0,00 | 1 | 0,00 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 19 335 | 427 | ||||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 454 | −17,60 | 10 | 0,00 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 30 579 | −3,07 | 676 | 8,17 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 21 550 | −4,55 | 476 | 5,78 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 36 472 | 44,59 | 806 | 61,85 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 18 941 | 13,43 | 419 | 26,67 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 536 703 | −0,20 | 11 861 | 11,52 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 657 324 | 11,59 | 14 527 | 24,68 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 58 130 | 14,54 | 1 285 | 28,02 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 97 201 | −6,51 | 2 | 0,00 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 53 224 | 0,00 | 1 176 | 11,79 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 810 656 | −3,06 | 17 915 | 8,31 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 494 047 | 4,40 | 10 918 | 16,65 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 38 360 | 138,88 | 759 | 23,05 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 24 646 | 0,00 | 545 | 11,70 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 90 192 | 0,00 | 1 993 | 11,78 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 39 315 | 24,99 | 879 | 41,32 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 28 686 | 634 | ||||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 14 492 | 16,04 | 276 | 19,48 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12 460 | −7,09 | 275 | 3,77 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 1 160 | 26 | ||||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 9 902 | −10,34 | 219 | 0,00 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 189 160 | 10,71 | 4 180 | 23,71 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 55 676 | −4,62 | 1 225 | 7,55 | ||||
2025-07-22 | 13F | Joule Financial, LLC | 27 632 | −1,13 | 611 | 10,51 | ||||
2025-07-15 | 13F | Cordant, Inc. | 21 683 | −4,05 | 479 | 7,40 | ||||
2025-04-16 | 13F | RTD Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 81 558 | −9,36 | 1 802 | 1,29 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 90 646 | −0,41 | 2 001 | 11,11 | ||||
2025-07-15 | 13F | BCS Wealth Management | 641 391 | 26,90 | 14 | 55,56 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 5 922 | 0,00 | 131 | 11,11 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Westmount Partners, LLC | 60 118 | 0,00 | 1 329 | 11,69 | ||||
2025-08-25 | NP | SWYAX - Schwab Target 2010 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 | 181 532 | −6,98 | 4 012 | 3,91 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 1 416 | 28 | −12,50 | |||||
2025-08-07 | 13F | Evoke Wealth, Llc | 84 174 | 18,44 | 1 860 | 32,38 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 209 297 | −0,85 | 4 625 | 10,78 | ||||
2025-08-14 | 13F | First Foundation Advisors | 12 531 | 0,00 | 277 | 11,74 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 321 075 | 193,30 | 7 096 | 227,71 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 955 803 | −0,96 | 21 123 | 10,66 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 10 470 | −1,28 | 231 | 10,53 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 485 754 | 66,04 | 10 735 | 85,53 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 28 687 | 3,68 | 1 | |||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 20 229 | 0,65 | 447 | 12,59 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 14 020 | −3,86 | 310 | 7,29 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 9 142 | 203 | ||||||
2025-07-30 | 13F | Forum Financial Management, LP | 38 026 | −9,57 | 840 | 1,08 | ||||
2025-07-30 | 13F | Retirement Planning Group | 303 290 | 5,47 | 6 703 | 17,83 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 13 862 | 9,04 | 306 | 29,11 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 544 725 | 0,04 | 12 038 | 11,77 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 3 308 478 | 54,22 | 73 117 | 72,31 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 27 955 | −3,01 | 618 | 8,25 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 977 862 | −4,70 | 21 611 | 6,47 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89 458 | 6,52 | 1 977 | 19,02 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 254 798 | −2,79 | 5 040 | 3,92 | ||||
2025-07-24 | 13F | Brucke Financial, Inc. | 38 847 | −2,31 | 859 | 5,02 | ||||
2025-07-29 | 13F | Lesa Sroufe & Co | 0 | −100,00 | 0 | |||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 326 770 | 0,93 | 7 222 | 12,76 | ||||
2025-07-29 | 13F | Barden Capital Management, Inc. | 364 241 | 58,51 | 8 050 | 77,10 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 358 | −0,51 | 30 | 15,38 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 67 052 | −51,60 | 1 482 | −45,95 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 364 882 | 1,86 | 8 064 | 13,80 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 13 082 | 289 | ||||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 622 448 | 8,88 | 13 756 | 21,66 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9 634 | 44,52 | 213 | 61,83 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 169 008 | −6,76 | 3 735 | 4,18 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 810 422 | 1,87 | 17 910 | 13,82 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 462 597 | 0,90 | 10 223 | 12,74 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 1 248 796 | 651,30 | 27 598 | 739,61 | ||||
2025-07-16 | 13F | Tenret Co LLC | 235 445 | −23,99 | 5 203 | −15,08 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 404 | 31 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 900 494 | −2,38 | 19 901 | 9,07 | ||||
2025-08-14 | 13F | Destination Wealth Management | 236 930 | −5,53 | 5 236 | 5,54 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 50 068 | −0,23 | 1 106 | 11,49 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 164 760 | 32,96 | 3 641 | 48,55 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 170 810 | −0,38 | 3 775 | 11,29 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 114 490 | 31,30 | 2 530 | 46,75 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 18 432 | −10,84 | 407 | −0,25 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Keener Financial Planning LLC | 40 | 0,00 | 0 | |||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 392 | 9 | ||||||
2025-08-25 | NP | SWYOX - Schwab Target 2065 Index Fund | 2 829 674 | 3,11 | 62 536 | 15,20 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 12 068 | 0,00 | 267 | 11,76 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 444 558 | 9 825 | ||||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 17 447 | 1,02 | 386 | 12,90 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 63 791 | 0,52 | 1 410 | 12,27 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 52 691 | −0,81 | 1 164 | 6,99 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 835 | −12,05 | 394 | −1,75 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 140 491 | 3 105 | ||||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 24 326 | 538 | ||||||
2025-08-11 | 13F | FSA Wealth Management LLC | 379 | 0,53 | 8 | 14,29 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 36 516 | 0,00 | 807 | 11,77 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 285 730 | 6 315 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
2025-04-16 | 13F | Yoffe Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 2 011 239 | −3,51 | 44 448 | 7,80 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 580 | −2,77 | 35 | 6,25 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 160 | 0,00 | 4 | 0,00 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 103 446 | −0,92 | 2 286 | 10,70 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 29 498 | 0,32 | 652 | 12,05 | ||||
2025-07-29 | 13F | Creekside Partners | 525 527 | 0,20 | 11 614 | 11,95 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Ahl Investment Management, Inc. | 147 630 | −1,19 | 3 263 | 10,39 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 20 493 | −18,25 | 453 | −8,69 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 290 335 | −0,52 | 6 416 | 11,14 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 16 472 | −2,25 | 364 | 9,31 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 880 | 1,49 | 263 | 12,45 | ||||
2025-08-12 | 13F | NDVR, Inc. | 33 736 | −4,42 | 746 | 6,73 | ||||
2025-07-23 | 13F | Ami Investment Management Inc | 85 718 | −10,42 | 1 894 | 0,11 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 13 494 | −0,04 | 298 | 11,61 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 1 324 219 | −0,35 | 29 265 | 11,34 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 31 466 | −1,65 | 695 | 9,97 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 21 028 | 1 176,75 | 465 | 1 350,00 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 33 877 | 1,06 | 749 | 12,82 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 109 691 724 | 4,70 | 2 424 187 | 16,98 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 094 909 | 51,31 | 24 197 | 69,06 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 25 717 | 0,18 | 568 | 12,03 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 21 638 | −13,61 | 478 | −3,43 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 160 787 | 173,69 | 3 553 | 205,77 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 28 928 | 602 | ||||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-06-03 | 13F | Invst, LLC | 595 867 | 37,32 | 11 786 | 46,83 | ||||
2025-07-22 | 13F | Accel Wealth Management | 30 495 | 1,72 | 674 | 13,49 | ||||
2025-05-14 | 13F | JustInvest LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Diversified Investment Strategies, LLC | 71 913 | −2,88 | 1 589 | 8,54 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 1 252 546 | 4,90 | 27 681 | 17,21 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 26 752 | 0,00 | 591 | 11,72 | ||||
2025-07-17 | 13F | SWS Partners | 210 251 | −13,49 | 4 647 | −3,35 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 11 047 | −0,58 | 244 | 11,42 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 18 672 | 413 | ||||||
2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 3 624 | 196,08 | 80 | 233,33 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 9 143 | 202 | ||||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 613 702 | 4,33 | 13 563 | 16,57 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 45 823 | −2,25 | 1 038 | 5,49 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18 838 | 5,61 | 416 | 18,18 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 120 593 | 333,51 | 2 665 | 384,55 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 235 006 | 1,22 | 5 194 | 13,09 | ||||
2025-08-15 | 13F | Orcam Financial Group | 227 113 | 6,46 | 5 019 | 18,96 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 27 681 | −55,65 | 612 | −48,87 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 123 983 | −5,83 | 2 740 | 5,22 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 272 765 | −4,92 | 6 028 | 6,24 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 295 875 | 1 970,79 | 13 | −95,39 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 270 499 | −2,68 | 5 978 | 8,75 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 199 425 | 1,18 | 4 407 | 12,62 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 612 699 | −4,54 | 212 441 | 6,66 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 11 611 | −8,94 | 257 | 1,59 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 200 896 | 3,13 | 4 440 | 15,21 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 75 924 | −0,75 | 1 678 | 10,84 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 6 559 | 0,35 | 145 | 11,63 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 1 769 | −87,96 | 0 | |||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 282 604 | −0,62 | 6 246 | 11,04 | ||||
2025-08-04 | 13F | Atria Investments Llc | 370 089 | −1,02 | 8 179 | 10,59 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 34 784 | 0,65 | 1 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 45 247 | 0,01 | 1 000 | 11,74 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 59 281 | −2,50 | 1 173 | 4,27 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 77 242 | −0,40 | 1 707 | 11,35 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 957 859 | 4,71 | 21 169 | 17,00 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 305 559 | 6 753 | ||||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 400 453 | 9,94 | 8 850 | 22,85 | ||||
2025-08-07 | 13F | Laffer Investments | 49 539 | 1 095 | ||||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 10 | 0 | ||||||
2025-07-08 | 13F | Boltwood Capital Management | 1 144 526 | −2,07 | 25 294 | 9,41 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 14 759 | −28,55 | 326 | −20,10 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 232 102 | 27,15 | 5 057 | 40,08 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 41 323 | 0,79 | 913 | 12,58 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 248 787 | −5,59 | 5 498 | 5,49 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 2 010 019 | 9,49 | 44 421 | 22,33 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 2 346 247 | 4,17 | 51 852 | 16,38 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 17 262 | 0,00 | 381 | 11,73 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 138 578 | −5,43 | 3 063 | 5,66 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 4 147 | 0,00 | 92 | 10,98 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27 834 | 8,54 | 615 | 21,30 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 1 101 763 | 0,39 | 24 349 | 12,16 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 461 444 | 64,90 | 10 198 | 84,23 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 859 056 | 0,88 | 18 985 | 12,71 | ||||
2025-08-25 | NP | SWYLX - Schwab Target 2020 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 | 1 207 108 | −10,06 | 26 677 | 0,49 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 184 001 503 | −0,43 | 4 066 433 | 11,25 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 18 484 | 0,00 | 408 | 11,78 | ||||
2025-07-24 | 13F | Lee Financial Co | 79 106 | −0,23 | 1 748 | 11,48 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 40 650 | −12,41 | 898 | −2,18 | ||||
2025-08-14 | 13F | Syon Capital Llc | 16 113 | 356 | ||||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16 354 | 26,36 | 361 | 41,18 | ||||
2025-05-13 | 13F | Gen-Wealth Partners Inc | 0 | −100,00 | 0 | |||||
2025-08-28 | 13F | Stark Wealth Management LLC | 60 273 | 1 187 | ||||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 38 | 1 | ||||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 20 206 | 1,38 | 447 | 13,20 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 74 566 | −0,19 | 1 648 | 11,51 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 50 090 | 0,07 | 1 107 | 11,72 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 62 695 | 38,23 | 1 386 | 46,72 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 165 619 | 0,55 | 3 660 | 12,34 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 76 028 | 16,64 | 1 680 | 30,33 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 157 547 | −2,39 | 3 482 | 9,05 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 28 000 | 0,00 | 619 | 11,75 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 296 360 | −0,59 | 6 550 | 11,08 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 3 663 182 | 0,62 | 80 956 | 12,42 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 197 528 | 1,28 | 4 365 | 13,17 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 33 460 | 46,49 | 739 | 63,86 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 187 798 | 3,08 | 4 150 | 15,18 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 30 206 | 0,00 | 668 | 11,73 | ||||
2025-07-22 | 13F | White & Co Financial Planning Inc | 532 724 | −2,95 | 11 747 | 7,22 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 802 | 17,93 | 283 | 31,78 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 36 836 | −4,76 | 815 | 6,54 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 33 833 | −1,49 | 748 | 10,01 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 939 774 | 2,53 | 20 769 | 22,48 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 951 028 | 21 | ||||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 9 819 | 217 | ||||||
2025-08-14 | 13F | Private Capital Management, LLC | 72 468 | −1,89 | 1 602 | 9,58 | ||||
2025-04-24 | 13F | J. L. Bainbridge & Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 262 | 337 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 231 760 | 493,68 | 5 122 | 563,34 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 8 570 431 | −0,59 | 189 407 | 11,07 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 106 978 | −3,73 | 2 364 | 7,55 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 167 951 | −21,22 | 4 709 | 11,69 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 159 968 464 | −6,10 | 3 535 303 | 4,91 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 13 800 | 0,00 | 305 | 11,76 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 14 176 | 0,00 | 313 | 11,79 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 199 586 | −1,50 | 4 411 | 10,06 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 12 146 | 265 | ||||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 195 886 | −39,12 | 4 329 | −31,98 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 63 048 | 1,67 | 1 393 | 13,62 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 13 174 | 0,38 | 291 | 12,36 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Bush Investment Group, Llc | 950 444 | 11,74 | 21 005 | 24,84 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 4 665 | 10,52 | 103 | 24,10 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 19 831 | 22,19 | 438 | 36,45 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 36 188 | 0,00 | 800 | 11,75 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 001 | 0,00 | 0 | |||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 53 118 | 2,81 | 1 174 | 14,89 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 372 016 | 20,86 | 8 222 | 35,04 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 33 879 | −0,17 | 749 | 11,48 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 381 | 8 | ||||||
2025-05-09 | 13F | NBZ Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Truepoint, Inc. | 3 582 392 | −3,65 | 79 171 | 7,65 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 286 486 | 1,52 | 6 331 | 13,44 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 197 138 | −1,34 | 4 357 | 10,22 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 62 534 | 211,22 | 1 382 | 248,11 | ||||
2025-07-10 | 13F | Security National Bank | 10 399 | 0,00 | 230 | 11,71 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 3 664 | −0,11 | 81 | 11,11 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29 949 | 4,61 | 662 | 24,95 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 946 141 | 69,20 | 20 910 | 89,05 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 314 286 | −13,64 | 6 946 | 3,16 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 13 792 | 0,03 | 305 | 11,76 | ||||
2025-07-16 | 13F | Jentner Corp | 22 276 | −5,32 | 492 | 5,81 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 51 709 | 1 143 | ||||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 44 472 | 12,86 | 973 | 24,58 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 15 822 | −17,18 | 350 | −7,43 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 343 436 | −0,36 | 8 | 16,67 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 40 482 | 0,00 | 895 | 11,75 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 365 745 | 14,20 | 8 083 | 27,58 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 8 730 | 6,72 | 193 | 19,25 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 6 532 | 0,00 | 144 | 11,63 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 17 884 | 0,00 | 395 | 11,90 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 100 163 | −3,76 | 2 214 | 7,53 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 983 068 | 2 527,12 | 21 726 | 2 835,81 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 53 852 | 0,00 | 1 190 | 11,74 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 637 | 21,87 | 631 | 40,63 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 5 145 742 | 13,76 | 113 721 | 27,11 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 30 000 | 0,00 | 663 | 11,80 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 195 749 | −1,31 | 4 326 | 10,27 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 22 633 | −0,11 | 503 | 12,28 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 1 274 360 | −0,47 | 28 163 | 11,21 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 286 768 | 2,79 | 6 338 | 14,84 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 13 507 | 13,44 | 298 | 26,81 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 5 236 | 0,00 | 116 | 11,65 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 37 098 | 7,85 | 820 | 20,44 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 57 550 | −2,40 | 1 138 | 4,40 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 89 845 | 45,03 | 1 985 | 62,04 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 73 480 | 1,14 | 1 624 | 13,02 | ||||
2025-08-25 | NP | SWYBX - Schwab Target 2015 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 | 322 034 | −9,10 | 7 117 | 1,56 | ||||
2025-07-21 | 13F | Syntax Research, Inc. | 1 266 | 0,72 | 28 | 12,50 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 1 113 654 | −0,89 | 24 612 | 10,74 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 16 652 | 2,70 | 368 | 15,00 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 59 024 | 1,23 | 1 304 | 13,10 | ||||
2025-09-03 | 13F | American Trust | 21 261 | 470 | ||||||
2025-08-12 | 13F | Holderness Investments Co | 28 068 | 620 | ||||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 48 935 | 0,07 | 1 082 | 11,79 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Boston Trust Walden Corp | 13 272 | 0,00 | 293 | 11,83 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 99 212 | 15,08 | 2 193 | 28,56 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 28 052 | 0,25 | 620 | 11,93 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 104 497 | 14,80 | 2 309 | 28,28 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 19 209 | 425 | ||||||
2025-08-05 | 13F | Tiaa Trust, National Association | 64 490 | 7,84 | 1 425 | 20,56 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 65 386 | 31,03 | 1 445 | 46,40 | ||||
2025-07-24 | 13F | MA Private Wealth | 327 878 | 7 246 | ||||||
2025-08-15 | 13F | WealthCollab, LLC | 3 322 | 0,15 | 73 | 12,31 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 304 488 | −87,66 | 6 729 | −86,22 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 15 052 | 2,55 | 333 | 14,48 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 928 957 | 3,12 | 20 530 | 15,22 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 129 798 | 0,34 | 2 869 | 12,12 | ||||
2025-08-07 | 13F | Mayport, Llc | 16 866 | 24,49 | 373 | 39,33 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 736 762 | −3,70 | 16 282 | 7,59 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 23 158 | 7,61 | 512 | 20,24 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 125 592 | −3,47 | 2 776 | 7,85 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 1 092 908 | 0,47 | 24 153 | 12,25 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 200 | 0,00 | 4 | 33,33 | ||||
2025-07-24 | 13F | Blair William & Co/il | 204 451 | 26,34 | 4 518 | 41,19 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 61 891 | −0,98 | 1 368 | 10,60 | ||||
2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11 576 097 | 53,09 | 255 832 | 71,04 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 969 524 | 2,50 | 21 426 | 14,52 | ||||
2025-07-23 | 13F | Axos Invest Inc. | 181 533 | −1,23 | 4 012 | 10,34 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 612 912 | −19,42 | 13 545 | −9,96 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 168 170 | 116,08 | 3 717 | 141,46 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 75 593 | 0,26 | 1 671 | 12,01 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 14 792 | 0,05 | 327 | 11,64 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 171 260 | 8,27 | 3 785 | 20,97 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 109 118 | 4,55 | 2 406 | 15,51 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 23 548 | −7,68 | 520 | 3,17 | ||||
2025-08-13 | 13F | Investment Counsel Co Of Nevada | 532 | 0,00 | 12 | 10,00 | ||||
2025-04-28 | 13F | Novem Group | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Prudent Investors Network | 10 822 | 0,00 | 239 | 11,68 | ||||
2025-08-25 | NP | SWG1Z - Schwab VIT Growth 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 | 1 609 959 | −8,30 | 35 580 | 2,46 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 11 826 | 0,00 | 261 | 12,02 | ||||
2025-08-14 | 13F | Potentia Wealth | 15 982 | 0,00 | 353 | 11,71 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 6 | 0,00 | 0 | |||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 715 024 | −0,13 | 15 802 | 11,59 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 228 067 | −1,62 | 5 | 25,00 | ||||
2025-07-15 | 13F | Attessa Capital LLC | 185 792 | −4,37 | 4 106 | 6,87 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 246 239 | −1,31 | 5 442 | 10,25 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 281 092 | 399,15 | 6 212 | 458,13 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 16 401 | 0,00 | 362 | 11,73 | ||||
2025-08-11 | 13F | Platform Technology Partners | 11 474 | 254 | ||||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Financial Freedom, LLC | 1 170 | 0,78 | 26 | 13,64 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 113 121 | −1,57 | 2 500 | 17,54 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 4 737 930 | 6,05 | 104 708 | 18,49 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 184 756 | 109,27 | 4 083 | 133,85 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 19 783 | −14,55 | 437 | −4,38 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 20 738 | 3,04 | 458 | 15,08 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 162 570 | −2,05 | 3 593 | 9,45 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 4 618 | 0,63 | 102 | 21,43 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 9 200 | −29,97 | 203 | −21,62 | ||||
2025-08-12 | 13F | MAI Capital Management | 1 901 395 | 13,99 | 42 021 | 27,36 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 547 258 | 2,76 | 12 094 | 14,82 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 45 886 | 0,00 | 908 | 0,00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 191 976 | 4,20 | 4 318 | 14,94 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 47 424 | 38,12 | 1 048 | 54,34 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 334 759 | −10,44 | 7 398 | 0,07 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 17 637 | 0,86 | 390 | 12,75 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 127 583 | −3,94 | 2 820 | 7,31 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 57 772 | 0,57 | 1 277 | 12,32 | ||||
2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth 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 | 1 229 374 | −8,84 | 27 169 | 1,85 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 297 975 | 1,93 | 6 585 | 13,89 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 42 108 788 | 94,70 | 930 592 | 117,53 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 12 397 | −0,04 | 274 | 11,43 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 22 836 | 505 | ||||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 10 888 | 241 | ||||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 11 087 | 245 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 43 285 | −3,53 | 957 | 7,78 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 209 305 | 2,49 | 4 626 | 14,51 | ||||
2025-07-14 | 13F | Friday Financial | 148 185 | −2,34 | 3 275 | 8,34 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 110 | 2 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 5 560 420 | 12,55 | 122 885 | 25,75 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 187 252 | 1,84 | 4 138 | 13,81 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 15 122 | 16,46 | 334 | 30,47 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 881 382 | −0,55 | 41 579 | 11,12 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 19 412 | 0,00 | 429 | 12,01 | ||||
2025-07-15 | 13F | Gpwm Llc | 242 | 0,00 | 5 | 25,00 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 173 485 | −0,03 | 3 850 | 9,10 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 457 149 | −6,72 | 54 303 | 4,22 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 21 640 | −24,60 | 478 | −15,70 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 239 | 0,42 | 5 | 25,00 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 158 860 | −44,62 | 3 511 | −38,14 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 102 375 | −0,29 | 2 262 | 11,43 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 2 589 410 | 7,84 | 57 228 | 20,44 | ||||
2025-08-07 | 13F | Commerce Bank | 53 516 | −0,16 | 1 183 | 11,51 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 78 320 | 0,00 | 1 549 | 0,00 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 14 489 | 0,20 | 320 | 11,89 | ||||
2025-05-05 | 13F | Dahring | Cusmano Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 533 439 | 18,85 | 11 789 | 32,78 | ||||
2025-07-11 | 13F | Busey Wealth Management | 16 179 | 0,61 | 358 | 12,26 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 90 906 | −15,44 | 2 009 | −5,50 | ||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 20 128 | 457 | ||||||
2025-07-25 | 13F | Lawson Kroeker Investment Management Inc/ne | 13 945 | 308 | ||||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 65 457 | −5,50 | 1 447 | 5,55 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 11 459 | 0 | ||||||
2025-08-12 | 13F | Marietta Investment Partners Llc | 21 354 | −1,57 | 472 | 9,79 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 881 804 | 1,48 | 19 488 | 13,38 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 25 871 | 0,15 | 572 | 11,96 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 174 648 | −0,34 | 3 860 | 11,34 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 859 056 | 0,88 | 18 985 | 12,71 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 32 317 | 17,86 | 714 | 31,73 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 21 228 | 0,00 | 469 | 11,93 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 61 119 | 1 351 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 68 | 0,00 | 2 | 0,00 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 12 060 | 1,50 | 267 | 13,19 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 803 443 | −0,20 | 17 756 | 11,50 | ||||
2025-07-14 | 13F | Avalon Advisory Group | 177 646 | 0,00 | 3 926 | 11,73 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 26 063 | 1,15 | 576 | 12,97 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 6 864 | 0,23 | 152 | 11,85 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 174 517 | −2,24 | 3 857 | 9,24 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3 492 | −0,46 | 77 | 11,59 | ||||
2025-08-14 | 13F | Sei Investments Co | 61 908 | 20,36 | 1 368 | 34,51 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 208 384 | 135,46 | 4 605 | 163,14 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 253 144 | 1,68 | 27 694 | 13,60 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 118 449 | 16,68 | 2 618 | 30,33 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 116 258 | −1,08 | 2 569 | 10,54 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 143 996 | −0,66 | 3 182 | 10,99 | ||||
2025-07-28 | 13F | Smart Portfolios, LLC | 17 205 | 8,75 | 380 | 21,79 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 342 | 0,59 | 8 | 16,67 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 10 683 | −1,00 | 236 | 10,80 | ||||
2025-05-05 | 13F | Diversify Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 5 700 | 9,62 | 126 | 22,55 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 20 932 | 1,39 | 463 | 13,24 | ||||
2025-07-31 | 13F | Cabot Wealth Management Inc | 43 489 | −4,65 | 961 | 6,54 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 368 | 0,00 | 229 | 12,25 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 15 314 | −96,88 | 338 | −96,52 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 828 197 | 0,90 | 18 | 12,50 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 138 989 | −0,30 | 3 072 | 11,39 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 163 703 | 0,27 | 3 618 | 12,02 | ||||
2025-04-11 | 13F | Davis Capital Management | 285 882 | 4,80 | 5 655 | 12,05 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 1 388 | −59,00 | 31 | −54,55 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 532 904 | −0,17 | 11 777 | 11,54 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 3 920 | 87 | ||||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 72 | 0,00 | 1 | 0,00 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 117 454 | −0,62 | 2 596 | 10,05 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 19 822 | −8,54 | 438 | 2,34 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 203 456 | 200,62 | 4 496 | 234,77 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 2 651 415 | −3,96 | 59 | 7,41 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 27 580 | 31,04 | 610 | 46,39 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34 432 | 21,88 | 761 | 36,20 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 23 296 | 0,00 | 461 | 0,00 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1 310 058 | 2,58 | 28 952 | 14,62 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 2 510 756 | −2,72 | 55 | 7,84 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 41 394 | 25,72 | 915 | 40,40 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 4 671 | 67,18 | 103 | 87,27 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 1 228 | 0,00 | 27 | 12,50 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 818 515 | 29,35 | 18 089 | 44,52 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 10 920 | 241 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 2 435 792 | 14,71 | 53 831 | 28,17 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | 9 087 | −10,20 | 201 | 0,00 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 3 110 308 | −2,64 | 69 | 7,94 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 387 248 | −3,20 | 8 558 | 8,16 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 12 070 | 5,88 | 267 | 18,22 | ||||
2025-07-23 | 13F | Sachetta, LLC | 16 652 | 0,02 | 368 | 11,85 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 17 675 | −0,07 | 391 | 11,75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 783 093 | −10,63 | 17 306 | −0,14 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 157 811 | −4,41 | 3 488 | 6,80 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 20 016 | 0,65 | 442 | 12,47 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 61 255 | −0,31 | 1 354 | 11,36 | ||||
2025-08-08 | 13F | Condor Capital Management | 162 016 | −0,48 | 3 581 | 11,18 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 121 671 | −6,57 | 2 689 | 4,35 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 224 610 | 6,69 | 4 964 | 19,19 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34 041 | 0,41 | 752 | 12,24 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 741 254 | −1,00 | 16 382 | 10,61 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 4 298 | 0,00 | 95 | 10,59 | ||||
2025-04-21 | 13F | Martin Worley Group | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 20 024 | −10,68 | 443 | −0,23 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1 723 | 38 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14 794 | 17,96 | 327 | 31,45 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11 846 | 0,39 | 262 | 12,02 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 523 727 | −3,89 | 11 574 | 7,39 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 129 810 | −2,29 | 2 869 | 9,17 | ||||
2025-08-12 | 13F | Bokf, Na | 22 | −87,78 | 0 | −100,00 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10 386 | 230 | ||||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 27 052 | 0,22 | 598 | 12,01 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 1 | 0,00 | 0 | |||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 31 104 | 687 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 20 | 0 | ||||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 13 206 | −11,50 | 292 | −1,36 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 30 565 | 49,83 | 7 | 50,00 | ||||
2025-08-11 | 13F | Citigroup Inc | 34 119 | 17,48 | 754 | 31,36 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 46 759 | 5,82 | 1 033 | 18,19 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 412 025 | 3,97 | 9 106 | 16,16 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 339 667 | 3,10 | 7 507 | 14,86 | ||||
2025-07-16 | 13F | ORG Partners LLC | 852 | 0,00 | 19 | 12,50 | ||||
2025-07-23 | 13F | Dohj, Llc | 326 812 | 837,98 | 6 562 | 852,39 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 25 324 | 5,61 | 560 | 17,93 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 501 441 | −2,27 | 11 082 | 5,92 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 349 783 | −2,25 | 7 730 | 9,21 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 39 211 | 0,15 | 867 | 11,89 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 47 436 | 395,00 | 1 048 | 454,50 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 38 743 | −15,21 | 856 | −5,20 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 207 353 | 14,02 | 4 583 | 27,38 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 36 | −98,44 | 1 | −100,00 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 9 382 | 207 | ||||||
2025-07-22 | 13F | My Personal CFO, LLC | 29 330 | 0,05 | 648 | 11,92 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 30 830 | 0,65 | 681 | 12,56 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 11 400 | 0,00 | 252 | 11,56 | ||||
2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 175 | 0,57 | 4 | 0,00 | ||||
2025-08-12 | 13F | Archer Investment Corp | 274 | 0,74 | 6 | 20,00 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 494 | 197,59 | 11 | 233,33 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 3 466 | 0,00 | 77 | 11,76 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 786 | 0,00 | 17 | 13,33 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 178 | 69,52 | 4 | 50,00 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 65 807 | −1,48 | 1 454 | 10,07 | ||||
2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 56 492 | 1 248 | ||||||
2025-07-11 | 13F | Myecfo, Llc | 629 580 | −1,72 | 13 914 | 9,81 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Sylvest Advisors, LLC | 852 831 | 0,06 | 18 848 | 11,79 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 75 788 | 17,14 | 1 675 | 30,88 | ||||
2025-07-22 | 13F | Blue Square Asset Management, Llc | 357 632 | −0,39 | 7 904 | 11,29 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 250 086 | 1,44 | 27 627 | 13,34 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 295 496 | 3,21 | 6 530 | 15,31 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 42 774 | 0,00 | 945 | 11,70 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 597 141 | 9,18 | 13 197 | 21,99 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 101 794 | 51,97 | 2 250 | 69,86 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 28 431 | 10,56 | 628 | 23,62 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 12 618 | 321 | ||||||
2025-08-08 | 13F | eCIO, Inc. | 747 027 | −1,64 | 16 509 | 9,90 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 618 | 0,00 | 14 | 8,33 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 103 527 | −46,89 | 2 288 | −40,67 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 1 029 505 | 0,52 | 22 752 | 7,06 | ||||
2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 9 200 | 203 | ||||||
2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Davis R M Inc | 231 974 | 0,00 | 5 127 | 11,73 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 11 336 | 0,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 18 689 | 2,39 | 370 | 9,50 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 2 419 768 | −1,65 | 53 477 | 9,88 | ||||
2025-07-29 | 13F | Ballast, Inc. | 14 907 | 329 | ||||||
2025-08-01 | 13F | Clark Asset Management, LLC | 88 017 | 26,80 | 1 945 | 41,76 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 99 248 | 4,00 | 2 193 | 16,22 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 129 694 | −1,80 | 2 866 | 9,72 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 859 928 | −5,85 | 63 209 | 9,04 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 27 834 | 9,95 | 551 | 17,52 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 65 523 | 1 448 | ||||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 56 171 | −10,74 | 1 241 | −0,24 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 42 343 | 2,81 | 936 | 14,86 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 24 841 | −6,57 | 549 | 4,38 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 11 446 | 253 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 781 173 | 1,54 | 39 364 | 13,45 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 6 700 587 | 1,24 | 148 378 | 13,34 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 9 889 | −5,59 | 219 | 5,31 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 35 114 | 12,75 | 776 | 38,82 | ||||
2025-05-16 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4 441 | 0,00 | 98 | 12,64 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 553 549 | −34,64 | 144 833 | −26,98 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 33 004 | −37,01 | 729 | −29,63 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 309 248 | −0,05 | 6 834 | 11,68 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 193 | 0,43 | 115 | 11,76 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 14 665 | −0,98 | 324 | 10,96 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 68 779 | 2,31 | 1 520 | 14,37 | ||||
2025-08-14 | 13F | Leisure Capital Management | 255 789 | 1,01 | 5 653 | 12,86 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 15 988 | 0,14 | 353 | 18,12 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 11 047 | 244 | ||||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 983 587 | −1,62 | 21 737 | 9,92 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 114 011 | 100,47 | 2 109 | −9,79 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 681 534 | 6,81 | 15 062 | 18,85 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 653 755 | −9,39 | 14 448 | 1,24 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 5 867 033 | −2,52 | 130 | 8,40 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 157 763 | 2,33 | 3 487 | 14,33 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 25 236 | 0,00 | 558 | 11,62 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Alliancebernstein L.p. | 308 162 | 1,81 | 6 810 | 13,77 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 460 267 | −7,30 | 10 172 | 3,56 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 2 014 | −96,25 | 45 | −95,86 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3 629 | 3,45 | 72 | 10,94 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 224 | 0,00 | 5 | 0,00 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 7 258 961 | 6,74 | 161 004 | 19,70 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 10 602 | 0,00 | 234 | 11,96 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 4 791 | −8,76 | 95 | −3,09 | ||||
2025-05-15 | 13F | State Street Corp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11 462 | −1,10 | 253 | 10,48 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9 832 | 217 | ||||||
2025-05-16 | 13F | Great Lakes Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 39 891 | 0,65 | 882 | 12,52 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 21 014 | 464 | ||||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 7 595 | 0,65 | 0 |