Grundläggande statistik
| Institutionella ägare | 1486 total, 1484 long only, 0 short only, 2 long/short - change of 6,29% MRQ |
| Genomsnittlig portföljallokering | 1.3620 % - change of 1,30% MRQ |
| Institutionella aktier (lång) | 808 441 808 (ex 13D/G) - change of 70,65MM shares 9,58% MRQ |
| Institutionellt värde (lång) | $ 22 595 207 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF (US:SCHG) har 1486 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 808,441,808 aktier. Största aktieägare inkluderar Envestnet Asset Management Inc, Sei Investments Co, Mather Group, Llc., Financial Engines Advisors L.L.C., Charles Schwab Investment Management Inc, LPL Financial LLC, Advisor Group Holdings, Inc., Mariner, LLC, Ameriprise Financial Inc, and Raymond James Financial Inc .
Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF (ARCA:SCHG) 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 16, 2025 is 31,68 / share. Previously, on September 17, 2024, the share price was 25,35 / share. This represents an increase of 24,97% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 10 512 | 0,00 | 307 | 16,73 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 775 638 | 6,27 | 22 656 | 23,97 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 33 843 | −0,03 | 989 | 16,65 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 22 714 | 1,90 | 663 | 18,82 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 10 248 | 0,00 | 299 | 16,80 | ||||
| 2025-07-28 | 13F | Essex LLC | 31 079 | −4,52 | 908 | 11,29 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 98 381 | −1,33 | 2 874 | 15,10 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 14 309 | 418 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 26 154 | −84,03 | 1 | −100,00 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 436 018 | 34,71 | 12 736 | 57,16 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2 586 | 76 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 21 291 | 2,91 | 622 | 19,88 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 17 936 | 0,00 | 524 | 16,48 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 71 270 | 2 082 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 276 | 271 | ||||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 1 096 905 | −1,98 | 32 041 | 14,35 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 239 701 | −0,79 | 7 002 | 15,74 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 478 458 | 9,03 | 13 976 | 27,18 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 712 | 0,00 | 21 | 17,65 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 620 | −68,16 | 18 | −62,50 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 7 812 | 0,00 | 228 | 16,92 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 4 569 | 0,00 | 133 | 16,67 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 15 317 027 | 3,34 | 447 410 | 20,55 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 16 032 | 0,00 | 468 | 16,71 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 197 955 | 28,09 | 5 782 | 49,44 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 92 201 | 2 692 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 4 795 625 | 142 573 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 12 065 | 0 | ||||||
| 2025-04-16 | 13F/A | Western Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 134 542 | 24,46 | 3 369 | 10,64 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 11 285 | −3,08 | 330 | 13,06 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 774 708 | 4,34 | 22 630 | 21,71 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 68 325 | −5,37 | 2 020 | 11,79 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10 675 | 312 | ||||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 10 391 | 37,45 | 304 | 44,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 900 116 | 48,37 | 26 292 | 73,08 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4 311 747 | 7,86 | 125 946 | 25,82 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 74 268 | −1,80 | 2 169 | 14,58 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 128 147 | 0,11 | 3 743 | 16,79 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 253 | 0,00 | 241 | 16,99 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 10 068 | 294 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 48 421 | 0,02 | 1 414 | 16,67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18 835 687 | 6,66 | 549 441 | 24,25 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 87 079 | 1,38 | 2 544 | 18,28 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 67 820 | −3,79 | 1 981 | 12,24 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 25 681 | 1,86 | 750 | 18,86 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 710 | 64,97 | 138 | 92,96 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 852 | 0,00 | 54 | 17,39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 4 014 | 0,00 | 117 | 17,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 508 661 | 70,23 | 14 858 | 98,57 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 113 | 6,60 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 614 097 | −3,83 | 47 148 | 12,19 | ||||
| 2025-08-14 | 13F | Comerica Bank | 58 665 | 8,01 | 1 714 | 26,05 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 35 | −87,97 | 1 | −85,71 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 19 148 | −5,49 | 559 | 10,26 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Park Place Capital Corp | 63 981 | −15,81 | 1 850 | −2,73 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 75 231 | −6,00 | 2 198 | 9,69 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 28 788 | −0,24 | 841 | 16,34 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 874 072 | −0,39 | 54 742 | 16,19 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 754 621 | 9,18 | 22 042 | 27,36 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 317 | 0,00 | 10 | 12,50 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 343 084 | 157,56 | 39 231 | 200,46 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11 597 | 339 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6 807 071 | 1,82 | 198 835 | 18,77 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 60 067 | 1,93 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 16 872 | 0,07 | 493 | 16,59 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 910 | 0,00 | 56 | 17,02 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 18 715 | −12,67 | 547 | 1,87 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 7 975 | 233 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 36 276 | −9,10 | 1 059 | 6,01 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 19 334 | −31,28 | 565 | −19,89 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 11 308 | 6,78 | 330 | 24,53 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 26 405 | 0,09 | 771 | 16,82 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 30 644 | 0,00 | 767 | −10,19 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 265 280 | −12,48 | 212 219 | 2,09 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 326 121 | 8,18 | 9 526 | 26,19 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 49 648 | 47,64 | 1 450 | 72,21 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 76 113 | −12,34 | 2 223 | 2,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 208 414 | 1,26 | 93 718 | 18,13 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7 950 | 0,01 | 232 | 16,58 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 841 | 0,07 | 0 | |||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 35 611 | 136,81 | 1 040 | 176,60 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 1 212 690 | −12,17 | 35 423 | 2,46 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 15 064 | 440 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 1 010 693 | −0,29 | 29 522 | 16,32 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 33 073 | 20,58 | 966 | 40,82 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 9 122 | 0,00 | 266 | 16,67 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 3 000 | 0,00 | 88 | 16,00 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 24 322 | −7,13 | 710 | 8,40 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 477 224 | 30,01 | 13 940 | 154 777,78 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 412 394 | −22,09 | 12 046 | −9,15 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7 897 044 | 3,71 | 230 673 | 20,99 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 34 627 | 1 011 | ||||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 30 200 | 882 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 28 067 | 0,09 | 820 | 16,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 4 814 801 | 5,11 | 140 640 | 22,62 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 184 773 | 55,49 | 5 397 | 81,41 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 427 | 1,49 | 42 | 17,14 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 164 631 | −0,72 | 4 809 | 15,80 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 35 036 | 0,00 | 1 023 | 16,65 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 81 352 | 4,07 | 2 376 | 21,41 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 498 917 | 3,69 | 14 573 | 20,96 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 14 849 | −30,42 | 434 | −18,91 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 11 282 | −15,58 | 330 | −1,50 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 601 834 | −8,62 | 17 580 | 6,60 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 19 818 | −2,03 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8 926 321 | −6,57 | 260 738 | 8,99 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 58 177 | −87,55 | 1 699 | −85,47 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 825 | 0,00 | 53 | 17,78 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 11 544 | 0,10 | 0 | |||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 10 510 | 0,10 | 307 | 16,79 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 863 052 | −8,98 | 25 210 | 6,18 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 19 001 | −2,50 | 555 | 13,96 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 32 643 | −19,56 | 953 | −6,20 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 73 831 | −1,42 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 113 955 | −11,67 | 3 329 | 3,03 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 700 734 | 5,10 | 20 468 | 22,61 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 085 902 | 15,37 | 60 929 | 34,58 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 003 | 34,09 | 29 | 61,11 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 21 176 | 0,06 | 619 | 16,82 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 16 092 | 0,00 | 470 | 16,92 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 45 265 | 62,43 | 1 322 | 89,67 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 104 582 | −1,57 | 33 380 | 14,63 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 204 985 | 1,80 | 5 985 | 119 580,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 408 031 | −1,10 | 11 919 | 15,36 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 180 704 | −3,94 | 5 278 | 12,06 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 9 530 | −5,20 | 278 | 10,76 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 7 633 | −84,96 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 327 345 | 9,55 | 9 562 | 27,79 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 10 305 | 21,75 | 301 | 42,18 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 82 711 | 2 416 | ||||||
| 2025-04-21 | 13F | Curran Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 2 100 | 0,00 | 61 | 17,31 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 81 441 | −0,41 | 2 499 | 20,32 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 37 624 | 74,03 | 11 043 | 1 941,22 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 31 040 | 0,00 | 907 | 16,60 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 40 800 | 0,74 | 1 191 | 18,39 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10 066 | −44,43 | 294 | −35,10 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 37 120 | 0,00 | 1 084 | 16,68 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 10 170 | −12,47 | 297 | 2,41 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 3 045 218 | −1,85 | 88 951 | 14,49 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 915 285 | −2,69 | 26 735 | 13,52 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 336 226 | −11,33 | 9 821 | 3,44 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 44 255 | −35,04 | 1 293 | −24,22 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 480 | −13,04 | 14 | 7,69 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 811 | 200,33 | 53 | 246,67 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 107 939 | −33,01 | 3 153 | −21,86 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 239 349 | 0,25 | 6 991 | 16,95 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 7 891 | 228 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 22 590 | 660 | ||||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 9 685 | 0,18 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 142 543 | 0,30 | 4 164 | 17,00 | ||||
| 2025-08-07 | 13F | Financially Speaking Inc | 247 157 | 90 103,28 | 7 219 | 120 216,67 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 315 531 | −4,00 | 9 | 12,50 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 526 903 | −1,05 | 15 391 | 15,43 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 748 | 0,00 | 51 | 18,60 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 1 584 | 0,00 | 46 | 17,95 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 129 888 | −73,97 | 3 794 | −69,64 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 6 269 | 44,15 | 183 | 69,44 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 35 289 | 0,36 | 1 031 | 17,05 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 117 213 | −4,85 | 3 424 | 10,99 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 47 191 | 5,58 | 1 378 | 23,15 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 343 176 | −0,01 | 10 024 | 16,64 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 106 054 | −7,96 | 3 122 | 11,26 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 334 271 | −4,56 | 9 764 | 11,33 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 9 840 | 0,01 | 287 | 16,67 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 52 | 0,00 | 2 | 0,00 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 9 920 | 0,00 | 290 | 16,53 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 195 254 | 1,83 | 5 703 | 18,79 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 328 281 | 27,10 | 9 589 | 48,28 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 14 075 | 0,00 | 411 | 16,76 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 9 008 | 0,00 | 263 | 16,89 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 27 435 | −6,90 | 801 | 10,94 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1 225 655 | −0,30 | 35 801 | 16,30 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 453 667 | −7,21 | 13 252 | 8,24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 119 923 | 2,48 | 91 134 | 19,55 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 7 727 | 226 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 73 191 | 66,34 | 2 138 | 4 988,10 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 4 626 680 | −0,53 | 135 145 | 16,03 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 53 918 | 1 575 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 20 905 | 3,69 | 611 | 21,03 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14 216 | −26,45 | 415 | −14,08 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3 651 154 | 0,23 | 106 650 | 16,92 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 426 592 | −2,81 | 12 461 | 13,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 016 | 0,00 | 30 | 16,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 156 | 443 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Associated Banc-corp | 26 899 | 3,21 | 786 | 20,40 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 9 599 | −9,21 | 280 | 6,06 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 14 100 | 0,00 | 412 | 16,43 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 647 044 | −0,27 | 18 900 | 16,34 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 13 068 | −3,36 | 384 | 13,61 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 15 976 | 3,61 | 467 | 20,73 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 21 129 | 50,11 | 617 | 75,28 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 6 666 | −1,11 | 195 | 15,48 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 22 556 | 0,00 | 659 | 16,67 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 041 261 | −16,28 | 89 | −2,22 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 16 052 | 0,00 | 469 | 16,71 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 9 137 | 0,00 | 267 | 16,67 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 38 270 | 22,28 | 1 118 | 42,66 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 201 817 | 0,70 | 5 895 | 17,48 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 135 058 | 7,36 | 3 945 | 25,28 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 230 380 | −3,25 | 6 729 | 12,86 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 417 929 | 12 208 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 384 385 | 9,12 | 69 648 | 27,30 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 13 088 | −8,01 | 382 | 7,30 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9 833 | 0,00 | 287 | 16,67 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19 782 | 0,00 | 578 | 16,57 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 33 353 | 0,33 | 974 | 17,07 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 757 249 | 8,60 | 168 169 | 26,69 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12 000 | 1,04 | 351 | 17,85 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 21 727 | 0,00 | 635 | 16,54 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 638 555 | 674,42 | 18 652 | 803,68 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 83 244 | 58,91 | 2 432 | 85,43 | ||||
| 2025-05-13 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 7 519 | 220 | ||||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 32 697 | 0,00 | 955 | 16,75 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 53 031 | −0,34 | 1 549 | 16,29 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 7 968 | 0,00 | 233 | 16,58 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 120 185 | 5,02 | 3 631 | 26,74 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 70 855 | 555,88 | 2 070 | 666,30 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1 636 557 | 0,01 | 47 804 | 16,66 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 392 | 0,00 | 11 | 22,22 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 9 908 | 0,00 | 289 | 16,53 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 58 567 | 12,23 | 1 711 | 30,93 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 27 916 | −3,74 | 815 | 12,26 | ||||
| 2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 257 847 | 2,90 | 7 532 | 20,04 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 63 545 | 7,33 | 1 856 | 25,24 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4 100 | 120 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 253 670 | −0,40 | 7 410 | 16,18 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 17 810 580 | 3,09 | 520 234 | 20,25 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 648 | 0,00 | 19 | 12,50 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 790 931 | −0,64 | 23 103 | 15,91 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 231 828 | −30,14 | 6 772 | −18,51 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 368 734 | 11,91 | 10 771 | 30,55 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 63 761 | 8,32 | 1 862 | 26,41 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 79 868 | 0,01 | 2 333 | 16,66 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 12 285 | 8,64 | 359 | 26,50 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 29 404 | 24,99 | 859 | 45,67 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 640 699 | 3,97 | 47 925 | 21,29 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 26 515 | −1,17 | 775 | 15,35 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 57 265 | −11,02 | 1 673 | 3,79 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 43 615 | 120,96 | 1 274 | 157,69 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 156 753 | 4 579 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 300 028 | 8 764 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 42 305 | 7,71 | 1 278 | 33,68 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 155 468 | 4,96 | 4 541 | 22,46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17 982 | 277,61 | 525 | 341,18 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 15 080 | 0,09 | 440 | 16,71 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 22 799 | 666 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13 679 | 0,10 | 400 | 16,67 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 453 421 | 2,38 | 13 244 | 19,43 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 853 924 | −4,73 | 24 943 | 11,14 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 22 105 | 2,82 | 646 | 19,89 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 20 746 | 1,95 | 606 | 18,86 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 51 022 | 360,90 | 1 490 | 437,91 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 664 848 | −6,09 | 19 420 | 9,55 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 318 001 | 54,82 | 9 289 | 80,59 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 73 300 | 0,04 | 2 141 | 16,74 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 122 | −20,99 | 33 | −8,57 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 29 347 | 0,89 | 857 | 17,72 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 693 312 | 3,87 | 20 252 | 21,16 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 18 389 | 4,67 | 460 | −5,93 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 130 447 | −10,57 | 3 810 | 4,33 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 421 355 | 41,26 | 12 308 | 64,80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 737 098 | 36,18 | 21 391 | 57,95 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 256 | 66 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 657 | −72,99 | 19 | −68,33 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 4 246 | 0,00 | 124 | 16,98 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 138 655 | 36,31 | 4 050 | 59,07 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 035 | −98,96 | 30 | −98,92 | ||||
| 2025-05-12 | 13F | RIA Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 61 635 | 0,10 | 1 800 | 16,81 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 29 261 | 855 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 77 470 | 1,67 | 2 263 | 18,55 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 3 260 | 0,00 | 95 | 17,28 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 88 986 | 0,07 | 2 620 | 17,65 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 321 326 | 4,45 | 9 386 | 21,84 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 8 336 | 253 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 7 467 | 2 045,69 | 218 | 2 625,00 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 13 089 | −16,18 | 382 | −2,30 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 14 100 | 0,00 | 412 | 16,43 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 141 552 | 1,95 | 4 135 | 18,93 | ||||
| 2025-08-14 | 13F | Fmr Llc | 418 779 | 11,11 | 12 233 | 29,60 | ||||
| 2025-07-24 | 13F | Conning Inc. | 696 517 | 0,00 | 20 345 | 16,66 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12 622 | −11,24 | 369 | −7,07 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 16 174 | 33,59 | 476 | 57,10 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 28 938 | 0,00 | 845 | 16,71 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 9 912 | 418,41 | 290 | 514,89 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 12 086 | 0,38 | 353 | 17,28 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 19 126 | 559 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 164 714 | −2,28 | 4 811 | 13,98 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 6 855 | 200 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 6 878 | 201 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 160 643 | 4 692 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | First Community Trust Na | 385 | 11 | ||||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 7 638 | 223 | ||||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 25 272 | 0,00 | 738 | 16,77 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 126 235 | 4,16 | 3 687 | 21,52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 904 | 89 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 42 330 | −7,14 | 1 236 | 8,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 142 600 | 28,01 | 4 165 | 49,34 | |||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 29 235 | −1,26 | 1 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 25 674 | 4,00 | 750 | 21,20 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 521 597 | −9,44 | 15 236 | 5,64 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 742 682 | −62,89 | 21 694 | −56,71 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 8 962 | 272 | ||||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 9 464 | 0,00 | 276 | 16,95 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 3 748 | 109 | ||||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 339 896 | −0,10 | 10 017 | 17,57 | ||||
| 2025-05-14 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 831 771 | 25,91 | 53 506 | 46,88 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22 366 | 653 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 366 500 | 224,62 | 10 705 | 278,67 | |||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 68 925 | 2,78 | 2 013 | 19,89 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 317 729 | 7,45 | 9 513 | 24,83 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 47 564 | 45,92 | 1 389 | 70,22 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 71 923 | −48,20 | 2 101 | −39,59 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 59 532 | −2,74 | 1 800 | 17,49 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 27 808 | 0,01 | 696 | −10,08 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 264 923 | 7 738 | ||||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 93 606 | −7,04 | 2 734 | 8,45 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 10 745 | 0,09 | 314 | 16,79 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 34 410 | −1,83 | 1 005 | 14,60 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 24 111 | −58,23 | 704 | −51,28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 72 782 | 22,77 | 2 126 | 43,19 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 29 927 | 0,00 | 874 | 16,69 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 682 694 | −1,72 | 19 941 | 14,65 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 1 806 661 | −1,77 | 52 773 | 14,58 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 68 020 | −1,81 | 1 987 | 14,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Holdings, LLC | 2 542 | 74 | ||||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 9 359 | −1,05 | 273 | 15,68 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 608 | 0,00 | 18 | 13,33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 2 040 | 0,00 | 60 | 15,69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Dakota Wealth Management | 186 833 | −9,26 | 5 457 | 5,86 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 208 229 | 34,39 | 35 292 | 56,77 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 42 710 | 13,65 | 1 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 424 503 | 13,09 | 41 610 | 31,92 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33 116 | 0,06 | 967 | 16,79 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8 130 | 0,06 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Wela Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 764 | 22 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 37 218 | 14,62 | 1 | |||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 104 211 | 0,84 | 3 044 | 17,67 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 37 618 | 1,45 | 1 099 | 18,32 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 609 057 | 6,29 | 17 791 | 24,00 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6 221 | 12,17 | 182 | 31,16 | ||||
| 2025-08-14 | 13F | Acas, Llc | 87 999 | −0,95 | 2 703 | 18,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 309 196 | −7,88 | 9 032 | 7,46 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 2 736 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 14 102 | −67,04 | 412 | −61,62 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 22 344 | −1,29 | 653 | 15,19 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 3 894 | 1,83 | 114 | 18,95 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 3 088 420 | −0,06 | 90 213 | 16,58 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 14 723 | 33,81 | 430 | 56,36 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 51 731 | 0,00 | 1 511 | 16,68 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 657 | 0,00 | 19 | 18,75 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 221 386 | 24,08 | 6 467 | 44,75 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 11 672 | 3,73 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 450 756 | −7,93 | 13 167 | 7,41 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 9 490 | 0,00 | 277 | 23,21 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 340 289 | 1,72 | 9 940 | 18,66 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 267 730 | 5,54 | 66 240 | 23,11 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 595 988 | 2,07 | 46 619 | 19,07 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 688 474 | 2,90 | 20 110 | 20,04 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 15 982 | 467 | ||||||
| 2025-07-16 | 13F | Old Port Advisors | 81 301 | −4,15 | 2 375 | 11,82 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 1 779 473 | 12,90 | 51 978 | 31,70 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 818 | 3 990,00 | 24 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 248 | 0,00 | 7 | 16,67 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 33 626 | −0,66 | 982 | 15,94 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 135 338 | −22,98 | 3 953 | −10,16 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 15 205 975 | 2,14 | 444 167 | 19,15 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 483 | 0,00 | 14 | 16,67 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 23 487 | −13,62 | 686 | 0,88 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 437 | 9,25 | 13 | 20,00 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Emprise Bank | 8 829 | 0,00 | 258 | 16,29 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 23 289 | −91,37 | 680 | −89,93 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 26 012 | 0,00 | 760 | 16,59 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 2 446 | −94,06 | 71 | 24,56 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 7 223 | 209 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 66 773 | 0,58 | 1 966 | 21,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 324 545 | 66,90 | 38 690 | 74,93 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 4 008 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 021 | −95,05 | 58 | −94,32 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 43 376 | −1,13 | 1 267 | 15,39 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 962 | 408,29 | 57 | 533,33 | ||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 15 253 | 5,71 | 446 | 23,27 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 797 307 | 3,93 | 23 289 | 21,23 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 32 809 028 | 653,67 | 958 352 | 779,18 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 607 860 | −2,13 | 17 756 | 14,17 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 20 249 | 3,94 | 591 | 21,36 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 57 812 | −8,25 | 1 689 | 7,04 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 394 811 | 15,81 | 11 528 | 35,05 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 312 194 | 0,54 | 9 120 | 17,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 85 267 | 156,62 | 2 491 | 199,64 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 139 700 | 4,17 | 4 081 | 21,54 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 128 | 0,00 | 91 | 16,67 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 3 569 | 0,08 | 104 | 16,85 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 34 306 | 16,89 | 1 002 | 36,51 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 19 644 | −19,52 | 570 | −6,56 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 8 813 | 257 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 16 040 | 0,00 | 469 | 16,71 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 12 345 | 361 | ||||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 195 093 | 16,98 | 5 699 | 36,45 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11 568 | 0,31 | 338 | 17,01 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12 080 | 0,00 | 353 | 16,56 | ||||
| 2025-05-12 | 13F | Lathrop Investment Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 9 055 | 706,32 | 264 | 842,86 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 127 672 | 319,77 | 3 729 | 390,01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 79 933 | 7,13 | 2 335 | 24,95 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1 725 277 | 51,00 | 50 395 | 76,14 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 1 131 282 | 1,50 | 33 696 | 20,74 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 63 902 | 982,53 | 1 867 | 241,13 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 4 343 | −4,55 | 127 | 11,50 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 367 653 | 16,86 | 10 739 | 36,33 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 11 194 | 0,10 | 327 | 16,43 | ||||
| 2025-07-23 | 13F | True Vision MN LLC | 85 081 | −3,63 | 2 485 | 12,44 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 512 | 0,00 | 15 | 16,67 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 8 518 | −7,39 | 249 | 7,83 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 11 976 | 0,00 | 350 | 16,72 | ||||
| 2025-08-14 | 13F | Betterment LLC | 218 182 | 2,15 | 6 | 20,00 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Precedent Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 11 421 | 267,94 | 286 | −8,95 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 189 617 | 2 712,89 | 6 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 7 341 | 0,00 | 214 | 16,94 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 75 913 | −5,74 | 2 217 | 9,97 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 516 338 | 6,23 | 15 082 | 23,92 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 21 727 | 1,12 | 635 | 17,84 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 9 302 | −12,69 | 272 | 1,88 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 676 | 283 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 116 008 | −51,44 | 3 389 | −43,80 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 391 704 | 13,70 | 11 544 | 32,75 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 42 778 | −14,06 | 1 250 | 0,24 | ||||
| 2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 57 120 | 0,00 | 1 668 | 16,64 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 55 349 | 1 673 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 7 478 | −27,79 | 218 | −15,83 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Castle Rock Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 20 210 | 4,19 | 590 | 21,65 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 577 225 | 19,13 | 16 861 | 38,97 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 76 078 | −1,29 | 2 222 | 15,19 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9 187 006 | 11,35 | 268 352 | 29,89 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 948 148 | 1,68 | 27 696 | 18,61 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 304 835 | −2,72 | 8 904 | 16,65 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 41 534 | 0,00 | 1 213 | 16,63 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 17 104 | 6,59 | 500 | 24,44 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 10 588 | 0,00 | 309 | 16,60 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 11 | ||||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 52 301 | −9,30 | 1 528 | 5,82 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 241 854 | 72,59 | 7 065 | 101,37 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6 887 | 210 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 60 589 | 35,91 | 1 770 | 58,51 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 49 489 | −0,34 | 1 446 | 16,25 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 31 271 | −18,72 | 904 | −6,90 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 15 179 | 3,44 | 443 | 20,71 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 611 | 0,49 | 18 | 13,33 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 335 303 | −35,61 | 9 794 | −24,89 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 44 493 | 22,67 | 1 300 | 43,06 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 192 187 | 34,66 | 5 614 | 57,09 | ||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7 648 | 223 | ||||||
| 2025-08-27 | NP | LAWAX - LADENBURG AGGRESSIVE GROWTH FUND Class A Shares | 472 821 | 0,00 | 13 811 | 16,66 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 29 832 | 3,34 | 1 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 62 704 | 26,01 | 1 832 | 46,95 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 440 034 | −1,26 | 12 853 | 15,19 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 121 583 | 11,17 | 3 551 | 29,69 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 7 720 | 226 | ||||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 17 636 | 52,17 | 515 | 77,59 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 671 209 | 1,86 | 18 707 | 13,38 | ||||
| 2025-04-18 | 13F | Boomfish Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 87 094 | 2,96 | 2 544 | 20,11 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 3 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 155 596 | −0,13 | 4 545 | 16,48 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 3 118 407 | 12,18 | 91 032 | 30,87 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 5 642 | 0,00 | 165 | 16,31 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 28 316 | 0,00 | 827 | 16,64 | ||||
| 2025-08-07 | 13F | Nwam Llc | 84 483 | 10,77 | 2 555 | 33,79 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 9 484 | 0,00 | 277 | 16,88 | ||||
| 2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 270 971 | 15,39 | 7 915 | 34,61 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 142 533 | −2,49 | 4 163 | 13,74 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 6 823 | 6,48 | 199 | 24,38 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 644 | 19 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 152 778 | 121,21 | 4 463 | 158,07 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 86 971 | −3,28 | 2 540 | 12,84 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 944 148 | 0,94 | 27 579 | 17,75 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 9 101 | 0,00 | 266 | 16,74 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 16 172 | −0,01 | 472 | 16,83 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 304 | 0,00 | 38 | 18,75 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 675 | −6,11 | 78 | 9,86 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 24 061 | −18,66 | 703 | −5,14 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 30 982 | 22,78 | 905 | 28,59 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 534 786 | 1,30 | 15 621 | 18,17 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 694 578 | 12,21 | 20 289 | 30,89 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 45 540 | 66,11 | 1 269 | 84,99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 1 448 022 | −14,29 | 42 297 | −0,02 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 617 997 | 1,93 | 18 052 | 18,91 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 109 426 | −12,00 | 3 196 | −7,76 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 226 855 | 44,12 | 6 626 | 68,13 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14 284 | 3,17 | 417 | 20,52 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 17 569 | −5,25 | 513 | 10,56 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 324 839 | −28,27 | 9 489 | −16,32 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 74 558 | 0,01 | 2 178 | 16,67 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 136 794 | −2,22 | 3 996 | 14,05 | ||||
| 2025-07-22 | 13F | Visionary Horizons, LLC | 959 324 | −2,36 | 28 022 | 13,90 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 10 551 | −2,71 | 308 | 13,65 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 100 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 448 510 | −5,35 | 13 101 | 10,41 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 135 014 | 118,15 | 3 944 | 154,88 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 19 003 | 0,19 | 559 | 28,21 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 23 917 | 2,45 | 699 | 19,52 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 150 158 | 4 185 | ||||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 645 005 | 9,14 | 18 841 | 27,31 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 22 896 | −2,91 | 669 | 13,22 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 496 204 | 7,22 | 14 494 | 25,09 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36 655 | −4,72 | 1 071 | 11,11 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 194 251 | 110,56 | 5 829 | 152,29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 9 446 | 192,54 | 276 | 243,75 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 110 030 | 36,18 | 3 214 | 58,82 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1 695 563 | 22,96 | 49 527 | 43,43 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 38 095 | 21,11 | 1 113 | 41,30 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 169 906 | 4,98 | 4 963 | 22,46 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 15 060 | 0,00 | 440 | 16,45 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 779 973 | 2 464,69 | 22 783 | 2 893,82 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1 079 507 | 3,26 | 31 532 | 20,45 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 324 115 | 3,57 | 9 467 | 20,81 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 524 314 | 4,75 | 15 315 | 22,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 252 645 | 0,84 | 7 380 | 17,63 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 14 040 | 0,00 | 410 | 16,81 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 642 509 | 2,52 | 18 768 | 19,59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 60 928 | 32,62 | 1 780 | 54,70 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 9 530 | −1,86 | 278 | 14,40 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 7 569 | 221 | ||||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 10 032 | 293 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 985 | 1 737,96 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 078 | 0,92 | 236 | 17,50 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 442 843 | 0,75 | 12 935 | 17,53 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 52 444 | −1,83 | 1 532 | 14,51 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 58 704 | 41,23 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 405 091 | 2,18 | 11 833 | 19,19 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 2 271 714 | 2,92 | 66 357 | 20,06 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 339 849 | −5,36 | 9 927 | 10,40 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 84 760 | −0,82 | 2 476 | 15,65 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 494 318 | 26,13 | 14 439 | 47,14 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 329 500 | 1,08 | 9 625 | 17,91 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 38 175 151 | −0,03 | 1 115 096 | 16,62 | ||||
| 2025-06-03 | 13F | Invst, LLC | 776 469 | −24,66 | 19 443 | −32,32 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 21 929 | −1,08 | 641 | 15,32 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8 240 | 241 | ||||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 10 834 | 0,14 | 316 | 17,04 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 11 715 | 342 | ||||||
| 2025-08-14 | 13F | Ruggaard & Associates LLC | 25 435 | 0,61 | 743 | 17,22 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 26 848 | −7,68 | 784 | 7,69 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 86 044 | 0,00 | 2 513 | 16,67 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 178 | −11,80 | 5 847 | 1,58 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 7 972 | 233 | ||||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 14 937 | 0,11 | 374 | −9,88 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 518 105 | −3,25 | 15 134 | 12,86 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 112 430 | 2 871,19 | 4 | −96,81 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 132 201 | 0,16 | 3 862 | 16,86 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 215 046 | 2,65 | 6 281 | 19,75 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8 424 | 246 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 1 867 657 | 2,22 | 54 554 | 19,24 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 351 910 | −18,53 | 10 279 | −4,96 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 8 553 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 13 720 | 0,00 | 401 | 16,62 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 116 482 | 0,05 | 3 402 | 16,71 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 196 027 | −2,12 | 5 726 | 14,18 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 10 038 | 3,53 | 293 | 21,07 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 | 0 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 127 376 | 8,05 | 3 721 | 26,06 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 18 956 | 51,04 | 554 | 76,11 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 82 810 | −25,02 | 2 454 | −11,28 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 6 885 | 201 | ||||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 43 827 | 16,22 | 1 280 | 35,59 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 12 473 | −61,61 | 364 | −55,23 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 133 012 | −0,07 | 3 885 | 16,56 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 29 904 | 0,00 | 873 | 16,71 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 889 | 26 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 176 | 0,00 | 5 | 25,00 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 37 163 | 1 065 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 997 | 29 | ||||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 176 | 0,00 | 5 | 25,00 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 654 286 | 28,31 | 19 | 58,33 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 1 218 280 | 2,96 | 35 586 | 20,11 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1 802 | −0,61 | 53 | 15,56 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12 655 | 370 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 8 063 125 | 5,13 | 235 524 | 22,63 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 1 547 812 | 45 212 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 207 794 | −8,07 | 6 065 | 6,74 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 184 | 5 | ||||||
| 2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 115 503 | −2,47 | 3 374 | 13,76 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 17 664 | −24,82 | 516 | −21,25 | ||||
| 2025-04-24 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 15 095 | 441 | ||||||
| 2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 49 257 | −0,47 | 1 439 | 16,06 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 210 977 | −32,21 | 6 163 | −20,93 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31 311 | 7,91 | 915 | 25,90 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 25 062 | 4,05 | 732 | 21,39 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 134 549 | 0,08 | 3 930 | 16,76 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 161 338 | −2,47 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 84 961 | 18,27 | 2 482 | 37,99 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 21 405 | 4,46 | 625 | 21,83 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 169 889 | 1,80 | 4 962 | 18,76 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 46 485 | −22,74 | 1 392 | −5,05 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 210 016 | 20,19 | 6 135 | 40,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 842 162 | 6,77 | 112 230 | 24,55 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8 132 | 0,10 | 238 | 16,75 | ||||
| 2025-07-16 | 13F | Jentner Corp | 26 098 | −2,91 | 762 | 13,22 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 129 961 | −15,81 | 33 006 | −1,79 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 9 987 | −20,61 | 367 | 16,51 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 9 376 | 0,00 | 274 | 16,67 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 154 253 | −2,02 | 4 506 | 14,31 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 678 574 | 20,89 | 16 991 | 8,62 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 289 897 | 8 468 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 390 729 | 7,53 | 9 784 | −3,39 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 113 664 | −0,96 | 3 320 | 15,56 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 14 952 | −11,42 | 437 | 3,32 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 268 | 0,00 | 8 | 16,67 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 171 905 | 17,75 | 5 021 | 37,37 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 14 477 | 8,03 | 423 | 25,97 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 1 942 809 | 2,69 | 56 749 | 19,79 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 136 395 | 3,72 | 3 984 | 21,02 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 13 936 | −3,76 | 407 | 12,43 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 15 105 | 441 | ||||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 307 618 | −56,42 | 8 986 | −49,16 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | MCF Advisors LLC | 2 139 | 18,05 | 62 | 37,78 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 272 484 | 1,98 | 7 959 | 18,95 | ||||
| 2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6 936 | 203 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 127 373 | 0,95 | 3 721 | 17,76 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 114 668 | 137,92 | 3 349 | 177,69 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 34 397 | 4,05 | 1 005 | 21,40 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 677 934 | 12,64 | 19 802 | 31,39 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 51 726 | −1,58 | 1 511 | 14,83 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 74 139 | 0,00 | 2 166 | 16,65 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 26 336 | 0,00 | 769 | 16,69 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 212 151 | 4,29 | 6 197 | 21,66 | ||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 137 529 | −0,41 | 4 017 | 16,17 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 137 395 | −3,85 | 4 013 | 12,16 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 682 185 | 2,18 | 19 927 | 19,20 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 192 423 | 106,20 | 5 621 | 140,58 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 86 500 | 2 527 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20 687 | 2,97 | 604 | 20,08 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 588 337 | −63,64 | 17 185 | −57,59 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 324 212 | −7,32 | 9 470 | 8,12 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 322 359 | 69,69 | 9 416 | 97,98 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 112 | 0,00 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 345 340 | −6,52 | 10 087 | 9,05 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 40 291 | 3,80 | 1 177 | 21,11 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 364 149 | −17,37 | 10 637 | −3,62 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 27 260 | 796 | ||||||
| 2025-07-14 | 13F | Friday Financial | 502 740 | 0,42 | 14 685 | 15,21 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7 361 | 215 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 196 910 | −3,41 | 5 752 | 12,68 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 412 349 | 29,14 | 12 045 | 50,64 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 15 152 | 0,10 | 443 | 16,62 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 198 438 | 1,78 | 5 796 | 18,75 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 252 000 | 0,04 | 65 781 | 16,70 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 52 689 | −5,32 | 1 539 | 10,48 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 70 608 | −0,19 | 2 062 | 16,43 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 11 586 | −1,66 | 338 | 14,97 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 17 527 | 0,00 | 439 | 0,00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 797 120 | 6,93 | 23 284 | 24,74 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 7 763 | 227 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 9 620 | −0,52 | 281 | 15,70 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 29 229 | 854 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 29 908 | 874 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 227 419 | 29,02 | 6 643 | 50,51 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 68 | 0,00 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19 794 | −25,66 | 578 | −13,21 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 489 982 | 7,64 | 218 782 | 25,57 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 152 926 | 17,36 | 4 467 | 36,91 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 13 252 | 66,92 | 332 | 49,77 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 86 312 | −36,00 | 2 521 | −25,33 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 150 269 | 132,06 | 4 389 | 170,76 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 2 023 549 | −7,87 | 59 108 | 7,47 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 517 010 | 11,76 | 15 102 | 30,37 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 793 461 | 4,52 | 23 177 | 21,93 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 109 063 | −10,99 | 61 606 | 3,84 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 4 114 | 0,00 | 120 | 16,50 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 9 054 | 0,02 | 264 | 16,81 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 21 468 | 26,61 | 627 | 47,88 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 10 740 | 0,00 | 313 | 16,79 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 518 991 | −25,91 | 15 160 | −13,57 | ||||
| 2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 1 100 864 | −8,27 | 32 156 | 7,00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 12 928 | −50,62 | 378 | −42,44 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 26 926 | 787 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8 048 | 0 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 765 364 | 6,25 | 109 986 | 23,95 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 24 817 | 0,76 | 725 | 17,53 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 141 649 | −10,42 | 4 138 | 4,50 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 15 792 | 0,00 | 461 | 16,71 | ||||
| 2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 15 544 | 0,00 | 453 | 15,31 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 7 180 | 0,00 | 210 | 16,76 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 491 814 | 201,07 | 14 366 | 251,22 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 10 896 | 0,00 | 318 | 16,91 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 154 277 | 42,66 | 4 506 | 66,46 | ||||
| 2025-07-16 | 13F | Novem Group | 1 355 187 | 25,60 | 39 585 | 46,52 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 469 935 | −0,18 | 13 727 | 12,14 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 794 943 | 6,79 | 23 | 27,78 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 17 458 | −0,03 | 510 | 16,48 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 327 066 | 688,30 | 9 246 | 790,66 |
