Grundläggande statistik
Institutionella ägare | 1486 total, 1484 long only, 0 short only, 2 long/short - change of 6,21% MRQ |
Genomsnittlig portföljallokering | 1.3620 % - change of 0,01% MRQ |
Institutionella aktier (lång) | 808 441 808 (ex 13D/G) - change of 66,39MM shares 8,95% 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 19, 2025 is 31,99 / share. Previously, on September 23, 2024, the share price was 25,88 / share. This represents an increase of 23,60% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | Evermay Wealth Management Llc | 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 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 40 212 | 3,10 | 1 175 | 20,29 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 135 972 | −6,87 | 3 972 | 8,65 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 85 253 | 2 | ||||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 393 347 | −0,20 | 11 490 | 16,43 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 16 402 | −0,79 | 479 | 15,98 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 26 025 | −11,92 | 793 | 17,68 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 7 280 | −26,61 | 213 | −14,52 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 8 603 | 3,80 | 251 | 21,26 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 9 878 | 0,08 | 289 | 16,60 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 11 061 | 0,00 | 323 | 17,03 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 142 516 | −10,58 | 4 163 | 4,28 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 24 437 | −0,88 | 714 | 15,56 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 329 372 | 1,17 | 8 247 | −9,10 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8 643 532 | 22,34 | 252 | 43,18 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 21 888 | 0,11 | 639 | 16,82 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 26 073 | 21,51 | 762 | 57,23 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 816 618 | 8,71 | 23 853 | 26,81 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 047 007 | −5,86 | 30 583 | 9,82 | ||||
2025-08-14 | 13F | Glenview Trust Co | 9 518 | −1,49 | 278 | 15,35 | ||||
2025-08-14 | 13F | Colony Group, LLC | 892 683 | 11,79 | 26 075 | 30,41 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 22 108 | 13,00 | 646 | 31,90 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 15 458 404 | −0,13 | 451 342 | 16,44 | ||||
2025-04-24 | 13F | Confluence Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 423 186 | 86,98 | 12 361 | 118,12 | ||||
2025-08-12 | 13F | Bokf, Na | 180 | −86,49 | 5 | −84,85 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 1 664 649 | 4,18 | 48 624 | 21,53 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 109 942 | 5,94 | 3 211 | 23,60 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 263 011 | 21,86 | 7 683 | 41,19 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 686 148 | 7,69 | 20 042 | 25,62 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 603 479 | −10,73 | 46 838 | 4,14 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 1 293 869 | −0,59 | 37 794 | 15,96 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 5 637 | 127,21 | 165 | 19,71 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 10 499 | −0,80 | 307 | 15,47 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 441 341 | −0,26 | 12 892 | 10,10 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 81 211 | 264,70 | 2 372 | 325,85 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 350 744 | 2,75 | 10 245 | 19,87 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 73 276 | −1,11 | 2 140 | 15,36 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 32 793 | −18,92 | 958 | −5,43 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 77 844 | 5,06 | 2 274 | 22,53 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 24 969 | 0,08 | 729 | 16,83 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 22 494 | 10,18 | 657 | 28,57 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 424 | 0,00 | 12 | 20,00 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 161 758 | −0,27 | 4 725 | 16,33 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 232 | 0,00 | 7 | 20,00 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 22 | −96,68 | 1 | −100,00 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 6 976 | 204 | ||||||
2025-08-29 | 13F | Total Investment Management Inc | 3 405 | 99 | ||||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 196 701 | 16,23 | 5 746 | 35,59 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 465 966 | 0,49 | 42 821 | 17,22 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 154 054 | −0,23 | 4 500 | 16,37 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 3 719 | 0,08 | 109 | 16,13 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 23 449 | −3,59 | 685 | 12,50 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 12 524 | −14,42 | 366 | −0,27 | ||||
2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Paragon Advisors, LLC | 9 460 | 8,05 | 276 | 26,03 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 729 213 | 1,44 | 21 300 | 18,33 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 12 237 | −11,31 | 357 | 3,48 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41 701 | 349,46 | 1 218 | 425,00 | ||||
2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 46 573 | 1 360 | ||||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 54 818 | 241,14 | 1 601 | 341,05 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 40 788 | −77,62 | 1 191 | −73,90 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 8 408 | 0,00 | 0 | |||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 50 412 | 484,69 | 1 473 | 584,65 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 134 766 | −4,88 | 3 937 | 10,97 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 12 879 | 8,18 | 376 | 26,60 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 8 076 | 0,00 | 236 | 16,34 | ||||
2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 33 646 | −0,78 | 983 | 15,67 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 1 450 | 0,00 | 42 | 16,67 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 818 260 | 2,18 | 23 901 | 19,20 | ||||
2025-08-13 | 13F | Keystone Financial Group | 54 387 | −13,10 | 1 589 | 1,34 | ||||
2025-07-31 | 13F | Heirloom Wealth Management | 113 543 | 2,27 | 3 317 | 19,28 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 160 181 | 7,21 | 4 679 | 25,05 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 058 190 | 30 910 | ||||||
2025-04-15 | 13F | Noble Wealth Management PBC | 881 | 22 | ||||||
2025-07-15 | 13F | Optima Capital Llc | 104 185 | 1 055,81 | 3 043 | 1 252,44 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 14 206 | −14,25 | 415 | 0,00 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 17 100 | −16,40 | 0 | |||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9 014 | 0,24 | 263 | 16,89 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 17 638 | −11,02 | 515 | 3,83 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 335 988 | 36,05 | 9 814 | 58,73 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 68 415 | 1 998 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 58 808 | 0,09 | 1 718 | 16,72 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 1 020 | 0,10 | 30 | 16,00 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 17 767 | −1,01 | 519 | 15,37 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 48 184 | 38,07 | 1 407 | 61,17 | ||||
2025-08-05 | 13F | Burney Co/ | 11 468 | 0,00 | 335 | 16,38 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Investment Management | 252 | 0,00 | 7 | 16,67 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 19 258 | −39,10 | 563 | −28,95 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 269 | 0 | ||||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 264 699 | −2,08 | 7 732 | 14,23 | ||||
2025-08-15 | 13F | Montag & Caldwell, Llc | 64 024 | 0,00 | 1 870 | 16,66 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 2 951 085 | 1,35 | 86 201 | 18,22 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 170 416 | −0,77 | 4 978 | 15,74 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 12 740 | 0,09 | 372 | 16,98 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 557 | −1,98 | 279 | 14,34 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 9 728 | 0,00 | 284 | 16,87 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Future Fund LLC | 8 813 | 257 | ||||||
2025-05-09 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hudock, Inc. | 12 508 | 0,02 | 365 | 16,61 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Park Avenue Securities Llc | 2 793 121 | 27,95 | 82 | 50,00 | ||||
2025-07-29 | 13F | Yoffe Investment Management, LLC | 13 824 | 0,00 | 404 | 16,47 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 166 666 | 8,91 | 4 868 | 27,07 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 11 904 | −39,44 | 348 | −29,47 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 54 387 | 6,42 | 1 589 | 24,16 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 611 963 | 2,26 | 163 925 | 19,29 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 29 133 | 6,84 | 851 | 24,63 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 22 661 | 11,09 | 662 | 29,61 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 287 889 | −0,63 | 8 409 | 15,92 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 17 473 | 0,10 | 1 | |||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 385 585 | −1,84 | 11 263 | 14,50 | ||||
2025-07-29 | 13F | Hartline Investment Corp/ | 7 707 | −15,62 | 225 | −1,32 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 155 584 | 0,33 | 4 545 | 17,05 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 8 493 | 248 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 645 962 | 37,51 | 18 869 | 60,41 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 1 021 763 | 4,10 | 29 846 | 21,43 | ||||
2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 138 299 | −65,14 | 4 179 | −57,93 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 48 428 | 510,46 | 1 415 | 614,14 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 7 377 | −11,94 | 215 | 2,87 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 211 808 | 63,38 | 6 187 | 90,57 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 9 767 | 285 | ||||||
2025-07-31 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 397 164 | 0,89 | 11 601 | 17,69 | ||||
2025-08-04 | 13F | Atria Investments Llc | 627 847 | 13,27 | 18 339 | 32,13 | ||||
2025-08-06 | 13F | North Capital, Inc. | 155 | 0,00 | 5 | 33,33 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 3 911 | −0,03 | 114 | 17,53 | ||||
2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 141 | 0,00 | 4 | 33,33 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 9 065 | 0,00 | 265 | 16,81 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 2 513 | 0,08 | 76 | 16,92 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 32 607 | −3,01 | 952 | 13,20 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 458 | 0,00 | 13 | 18,18 | ||||
2025-08-01 | 13F | First National Trust Co | 12 434 | −11,08 | 363 | 3,71 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 10 342 | 8,15 | 302 | 26,36 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 96 044 | 1,60 | 2 805 | 18,50 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 32 820 | 32,43 | 959 | 54,52 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 718 962 | 2,29 | 21 001 | 19,32 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 219 916 | −1,14 | 6 061 | 14,99 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 446 208 | 0,16 | 13 | 18,18 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 71 980 | −0,19 | 2 103 | 16,45 | ||||
2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 322 359 | 9 416 | ||||||
2025-07-22 | 13F | SOL Capital Management CO | 22 170 | 0,59 | 1 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 471 394 | 9,53 | 13 769 | 27,77 | ||||
2025-07-14 | 13F | Strategic Planning Group, Llc | 624 143 | 4,90 | 18 231 | 22,38 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 21 520 | −27,91 | 629 | −15,93 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 580 655 | −0,11 | 16 961 | 16,52 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 248 | 754,79 | 37 | 1 133,33 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 7 014 | 205 | ||||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 162 255 | 4,31 | 4 739 | 21,70 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 17 887 | 11,55 | 522 | 30,17 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 63 389 | −14,69 | 1 852 | −0,48 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 804 | 1,18 | 228 | 17,62 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 2 416 | 71 | ||||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 276 | 0,00 | 8 | 33,33 | ||||
2025-07-25 | 13F | Cwm, Llc | 7 274 770 | 0,86 | 212 | 17,78 | ||||
2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 24 524 | −0,98 | 1 | |||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 282 250 | 0,00 | 7 068 | 0,00 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 23 | 1 | ||||||
2025-07-23 | 13F | MADDEN SECURITIES Corp | 263 704 | −1,38 | 7 703 | 15,04 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 18 864 | −3,55 | 551 | 12,68 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 401 217 | −0,13 | 11 720 | 16,50 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 480 621 | 0,42 | 14 039 | 17,14 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 1 374 580 | 0,34 | 40 151 | 17,05 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 9 149 | −5,17 | 267 | 10,79 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 728 410 | 1,28 | 21 277 | 18,15 | ||||
2025-07-29 | 13F | Systelligence, LLC | 625 096 | 1,73 | 18 259 | 18,67 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 86 737 | 3,14 | 2 534 | 20,33 | ||||
2025-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 19 045 | 93,43 | 556 | 126,02 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 876 953 | −6,70 | 25 616 | 8,84 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 161 263 | 10,30 | 4 711 | 28,69 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 63 222 | −78,19 | 1 861 | −74,38 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 16 418 | 145,85 | 480 | 186,83 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 378 784 | −1,80 | 11 064 | 14,56 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 15 136 | −3,12 | 442 | 13,04 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 1 584 832 | −9,63 | 46 293 | 5,42 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 3 760 | 0,00 | 110 | 15,96 | ||||
2025-07-10 | 13F | Polianta Ltd | 288 500 | 8 | ||||||
2025-08-12 | 13F | YANKCOM Partnership | 4 608 | 0,00 | 135 | 16,52 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 53 381 | 3,68 | 1 559 | 20,95 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 41 208 | −1,42 | 1 204 | 15,01 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 21 571 | −3,85 | 630 | 10,53 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 721 720 | −9,32 | 21 081 | 5,79 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 128 257 | 0,62 | 3 746 | 17,39 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 27 007 | −2,53 | 789 | 13,71 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Tranquility Partners, LLC | 16 505 | −0,90 | 482 | 15,59 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 858 063 | −22,02 | 25 064 | −9,03 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 1 705 702 | 1,79 | 49 824 | 18,74 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 256 495 | 12,74 | 7 492 | 31,53 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 37 196 | −0,13 | 1 087 | 16,52 | ||||
2025-08-05 | 13F | Snider Financial Group | 249 920 | 73,49 | 7 300 | 102,38 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 307 | 0,85 | 38 | 18,75 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 73 188 | 10,97 | 2 138 | 29,44 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 9 269 786 | −0,74 | 270 770 | 15,79 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 19 624 | 0,00 | 573 | 16,70 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 1 153 143 | 10,07 | 33 683 | 28,40 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 11 476 | 0,00 | 335 | 16,72 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 42 112 | 0,65 | 1 230 | 17,48 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 9 530 | 278 | ||||||
2025-05-14 | 13F | Wescott Financial Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 46 224 | 110,59 | 1 350 | 145,90 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 125 023 | −7,30 | 3 652 | 8,11 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 23 449 | −29,16 | 685 | −17,39 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 999 061 | −3,33 | 29 183 | 12,77 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 4 970 | 15,90 | 145 | 35,51 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 18 742 | 0,01 | 547 | 16,63 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 59 889 | 60,62 | 1 749 | 87,46 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 27 974 | −5,94 | 700 | −15,46 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 10 390 | −15,44 | 303 | −1,30 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 73 948 | −4,12 | 2 160 | 11,86 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 17 027 | −18,70 | 497 | −5,15 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 872 136 | −0,45 | 25 937 | 15,16 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 6 742 | −13,60 | 197 | 0,51 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 14 216 | 0,00 | 415 | 16,90 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 2 638 | 0,00 | 77 | 16,67 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 226 | 11,88 | 7 | 20,00 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 18 226 | 0,05 | 1 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 256 756 | 23,28 | 7 500 | 43,80 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 81 609 | −0,13 | 2 384 | 16,47 | ||||
2025-07-07 | 13F | Lwm Advisors Inc | 10 363 | 0,01 | 303 | 12,69 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 104 728 | −2,33 | 3 059 | 13,97 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 13 013 | 380 | ||||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 13 262 | −3,77 | 387 | 12,17 | ||||
2025-07-07 | 13F | RDA Financial Network | 40 964 | 18,69 | 1 197 | 38,43 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 24 883 | −9,85 | 727 | 5,07 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 7 486 | −21,40 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 71 901 | −5,55 | 2 100 | 10,18 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 42 408 | 0,00 | 1 239 | 16,68 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 23 686 | 80,75 | 692 | 110,67 | ||||
2025-08-11 | 13F | Tidemark, LLC | 2 936 | 0,00 | 86 | 16,44 | ||||
2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 8 606 | −9,29 | 251 | 5,91 | ||||
2025-07-21 | 13F | Capital Planning LLC | 792 977 | −27,75 | 23 163 | −15,72 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 8 176 | 0,00 | 239 | 16,67 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 176 241 | 0,30 | 5 148 | 17,00 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 100 287 | 1,91 | 2 929 | 18,87 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 224 200 | 23,66 | 6 549 | 44,26 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 13 000 | −82,53 | 380 | −79,65 | |||
2025-07-29 | 13F | Goldstein Advisors, LLC | 27 219 | −0,69 | 795 | 15,89 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 626 941 | 1,24 | 18 313 | 18,10 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 11 038 | 0,37 | 322 | 17,09 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 83 359 | 3,51 | 2 435 | 20,73 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 178 318 | 4,43 | 5 209 | 9,46 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 116 184 | −0,54 | 3 394 | 16,00 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 49 668 | 0,00 | 1 451 | 16,65 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 524 | 30,67 | 15 | 50,00 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 40 | −75,00 | 1 | −75,00 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 3 330 123 | −6,39 | 97 273 | 9,20 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 48 872 | −0,24 | 1 | 0,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 268 635 | 7,07 | 7 847 | 24,90 | ||||
2025-08-07 | 13F | Allworth Financial LP | 559 784 | −0,03 | 16 351 | 17,24 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 1 044 | −16,08 | 30 | −3,23 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Econ Financial Services Corp | 11 741 | −86,63 | 343 | −84,44 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 30 664 | 0,00 | 896 | 16,69 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 457 616 | 18,03 | 13 367 | 37,68 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 751 291 | −5,88 | 21 945 | 9,79 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 22 421 | −2,27 | 655 | 13,94 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 526 012 | 4,86 | 15 | 25,00 | ||||
2025-08-12 | 13F | Wulff, Hansen & Co. | 13 040 | 381 | ||||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 289 841 | 5,21 | 8 466 | 22,73 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 9 215 | 269 | ||||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 14 602 | 0,00 | 427 | 16,71 | ||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 74 665 | −0,27 | 2 181 | 16,33 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 144 561 | 2,58 | 92 513 | 20,52 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 46 344 | 2,79 | 1 | 0,00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 12 729 | 3,92 | 372 | 21,24 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 21 462 | 0,84 | 627 | 17,67 | ||||
2025-08-12 | 13F | Riverstone Advisors, LLC | 9 560 | 0,00 | 279 | 16,74 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 26 600 | 7,57 | 777 | 25,36 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 8 932 | 8,50 | 261 | 26,21 | ||||
2025-08-06 | 13F | Eukles Asset Management | 3 | 50,00 | 0 | |||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 15 224 | 445 | ||||||
2025-07-31 | 13F | Planning Center, Inc. | 32 540 | −7,55 | 950 | 7,83 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 111 628 | 5,28 | 3 261 | 22,83 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 068 | 9,80 | 119 | 28,26 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 169 398 | 3,11 | 5 199 | 24,53 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 602 503 | 25,40 | 17 599 | 46,28 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 38 239 | 0,10 | 1 117 | 16,74 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 31 866 | 1,84 | 931 | 18,77 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 30 449 | −49,34 | 889 | −40,89 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 24 189 | 26,73 | 707 | 48,01 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 465 870 | 1 083,52 | 13 608 | 1 281,52 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 136 869 | −18,47 | 3 998 | −4,90 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 20 850 | 5,90 | 609 | 23,53 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 277 | 25,91 | 8 | 60,00 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 7 896 | 231 | ||||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 19 406 | 0,09 | 567 | 16,70 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 24 293 | 5,84 | 710 | 23,52 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 409 139 | 12,42 | 11 951 | 31,13 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 880 | 36,01 | 26 | 56,25 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 8 | 0,00 | 0 | |||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 77 620 | 63,90 | 2 267 | 91,31 | ||||
2025-08-11 | 13F | Strategic Equity Management | 10 623 | 0,00 | 310 | 16,54 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 4 340 | −24,39 | 127 | −11,89 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 9 222 | −26,02 | 0 | |||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 99 516 | −6,82 | 2 907 | 8,68 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 16 705 | −30,34 | 488 | −18,83 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 21 946 | 6,05 | 641 | 23,75 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 15 180 | 42,62 | 443 | 66,54 | ||||
2025-07-11 | 13F | Diversified Trust Co | 136 432 | 0,63 | 3 985 | 17,41 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 10 306 | −9,05 | 301 | 6,36 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 52 369 | 29,21 | 1 530 | 50,79 | ||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 7 398 | −10,96 | 216 | 3,85 | ||||
2025-07-18 | 13F | Rolek Wealth Management LLC | 11 171 | 0,00 | 326 | 19,41 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 15 980 | 0,00 | 467 | 16,50 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 14 406 | 0,46 | 421 | 16,99 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 30 250 | −2,15 | 884 | 14,08 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 9 808 | −8,46 | 286 | 6,72 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 9 190 023 | −9,65 | 268 416 | 5,39 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 424 116 | 9,54 | 12 388 | 27,79 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 14 964 | −21,92 | 437 | −8,77 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 9 596 | 290 | ||||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 22 660 | 138,63 | 662 | 176,57 | ||||
2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10 903 | 3,58 | 318 | 20,91 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 37 049 | 0,08 | 1 082 | 16,85 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 10 788 | −1,42 | 315 | 14,96 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3 079 130 | −4,24 | 89 941 | 11,71 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 19 720 | 0,00 | 576 | 16,84 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 10 254 | 2,60 | 300 | 19,60 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 546 092 | 8,82 | 15 951 | 26,95 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 68 203 | −1,73 | 1 992 | 14,68 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 175 944 | 124,83 | 5 139 | 162,33 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 23 201 | 0,09 | 678 | 16,72 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 70 142 | −3,74 | 2 049 | 12,28 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 7 246 | 253,98 | 212 | 313,73 | ||||
2025-08-08 | 13F | First Western Trust Bank | 21 924 | 0,00 | 640 | 16,79 | ||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 196 932 | 1,10 | 5 752 | 17,94 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 93 759 | −1,98 | 2 739 | 28,54 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 28 489 | −0,81 | 832 | 15,72 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 272 990 | 3,23 | 7 974 | 20,42 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13 664 | 399 | ||||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3 402 | 0,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 462 928 | 17,24 | 13 522 | 36,78 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 803 755 | 1,32 | 23 478 | 18,19 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 133 152 | −0,84 | 3 889 | 15,68 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 1 895 | 5,57 | 55 | 22,22 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 448 | 0,00 | 13 | 18,18 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 7 074 | 207 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 145 412 | 219,81 | 4 | 300,00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 5 820 | 0,00 | 170 | 17,24 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 135 424 | −16,06 | 3 391 | −24,58 | ||||
2025-08-13 | 13F | Alerus Financial Na | 580 | 17 | ||||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 28 008 | 0,00 | 818 | 16,69 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 303 | −28,30 | 67 | −16,25 | ||||
2025-07-18 | 13F | Cooper Financial Group | 269 413 | 84,50 | 7 870 | 115,24 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 12 513 | −2,10 | 366 | 14,06 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 3 | 0,00 | 0 | |||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 239 860 | 11,99 | 7 006 | 30,66 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 85 906 | 10,26 | 2 509 | 28,67 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 480 479 | 298,39 | 12 031 | 257,96 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 15 138 | −75,24 | 442 | −71,13 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 201 724 | −1,05 | 5 892 | 14,52 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 1 834 662 | 0,35 | 53 590 | 17,06 | ||||
2025-08-27 | NP | LGWAX - LADENBURG GROWTH FUND Class A Shares | 988 117 | 0,00 | 28 863 | 16,65 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 56 200 | −2,15 | 1 642 | 14,12 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 9 883 | −3,28 | 298 | 14,67 | ||||
2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 24 323 | 370,46 | 678 | 25,84 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 54 391 | −20,24 | 1 589 | −6,97 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Finer Wealth Management, Inc. | 13 622 | −8,34 | 398 | 6,72 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 203 981 | 2 603,88 | 5 958 | 987,23 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 95 405 | 2,46 | 2 389 | −8,92 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 13 243 | 5,25 | 332 | −5,43 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 7 006 | 205 | ||||||
2025-07-28 | 13F | Chesapeake Wealth Management | 172 989 | −0,79 | 5 053 | 15,74 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 65 276 | −4,56 | 2 | 0,00 | ||||
2025-08-27 | NP | LOWAX - LADENBURG GROWTH & INCOME FUND Class A Shares | 1 048 280 | 0,00 | 30 620 | 16,66 | ||||
2025-08-27 | NP | XNAV - FundX Aggressive ETF | 86 462 | −8,08 | 2 526 | 7,22 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 42 992 | 0,04 | 1 256 | 16,64 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 16 688 | 0,00 | 487 | 16,79 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 260 969 | 3,09 | 7 931 | 25,12 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 116 155 | −4,58 | 3 393 | 11,32 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 818 | 16 260,00 | 20 | |||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 478 119 | −3,63 | 13 966 | 12,42 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 7 418 | 217 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 217 542 | −1,90 | 6 354 | 14,45 | ||||
2025-08-27 | NP | LNOAX - LADENBURG INCOME & GROWTH FUND Class A Shares | 244 610 | 0,00 | 7 145 | 16,65 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 13 652 | 0,00 | 334 | 16,78 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 17 024 | −66,67 | 492 | −60,03 | ||||
2025-08-13 | 13F | JT Stratford LLC | 81 888 | 11,00 | 2 392 | 29,45 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 226 496 | −1,51 | 6 616 | 14,88 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 227 848 | 1,45 | 6 655 | 18,35 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 171 358 | 98,35 | 5 005 | 131,39 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 547 821 | −0,08 | 45 212 | 16,57 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 78 758 | 738,30 | 2 301 | 878,72 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 12 479 | 0,02 | 365 | 16,67 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 508 041 | 10,02 | 14 840 | 28,34 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 22 063 | 3,48 | 644 | 20,83 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 26 379 | 10,21 | 771 | 28,55 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 35 707 | −13,46 | 1 043 | 0,97 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 7 401 | 216 | ||||||
2025-08-27 | NP | LNCAX - LADENBURG INCOME FUND Class A Shares | 21 634 | 0,00 | 632 | 16,64 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 48 966 | 4,66 | 1 430 | 22,12 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 6 096 | −6,16 | 178 | 9,88 | ||||
2025-07-10 | 13F | Threadgill Financial, Llc | 8 014 | −2,48 | 234 | 13,66 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 25 635 | −49,68 | 749 | −41,33 | ||||
2025-05-09 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 50 648 | 0,00 | 1 479 | 16,64 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 691 028 | −6,79 | 20 185 | 8,73 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 1 | 0,00 | 0 | |||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 11 444 | −40,11 | 334 | −30,13 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 298 095 | 1,83 | 8 707 | 18,80 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 1 984 470 | 4,65 | 57 966 | 22,08 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 66 539 | 1,08 | 1 944 | 17,90 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 122 524 | −4,09 | 3 579 | 11,88 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 302 617 | −7,69 | 8 839 | 7,67 | ||||
2025-08-01 | 13F | GPM Growth Investors, Inc. | 465 025 | 0,54 | 13 583 | 17,29 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 12 578 | −7,64 | 367 | 7,62 | ||||
2025-07-31 | 13F | City State Bank | 276 | −6,76 | 8 | 14,29 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 8 705 | 254 | ||||||
2025-08-13 | 13F | Luminist Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 26 467 | 4,07 | 773 | 21,54 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 400 | 0,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 31 | 0,00 | ||||||
2025-07-18 | 13F | Eagle Capital Management, LLC | 173 759 | −12,16 | 5 | 25,00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 109 610 | −2,37 | 3 | 50,00 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 240 473 | 0,10 | 7 024 | 16,77 | ||||
2025-07-02 | 13F | Marotta Asset Management | 41 557 | 248,08 | 1 214 | −2,41 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 514 | 27,11 | 5 740 | 48,28 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 730 249 | 8,63 | 21 331 | 26,72 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 59 772 | 7,51 | 1 746 | 25,36 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 8 141 | 0,10 | 238 | 16,75 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 698 752 | −13,30 | 20 411 | 1,13 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 31 108 | 909 | ||||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 5 077 667 | 6,05 | 148 319 | 23,71 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 21 810 | 5,17 | 637 | 22,74 | ||||
2025-07-07 | 13F | Investors Research Corp | 57 743 | 8,55 | 1 687 | 26,67 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 408 818 | 5,35 | 11 942 | 22,89 | ||||
2025-07-14 | 13F | Whitener Capital Management, Inc. | 48 433 | 16,44 | 1 415 | 35,83 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 193 696 | 3,23 | 5 658 | 20,41 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 856 | 0,00 | 25 | 19,05 | ||||
2025-07-08 | 13F | Strategic Advocates LLC | 75 509 | −0,91 | 2 206 | 15,57 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 18 560 | 1,13 | 465 | −9,20 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 108 906 | −0,13 | 3 181 | 16,52 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 11 445 | 334 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 1 233 | 148,59 | 36 | 200,00 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 21 211 | −47,05 | 620 | −38,29 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 15 200 | 0,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 2 020 286 | 296,36 | 59 | 321,43 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 10 688 | 0,00 | 312 | 16,85 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 1 327 110 | 5,45 | 38 765 | 23,01 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 15 407 | 450 | ||||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 2 277 | −6,95 | 67 | 13,56 | ||||
2025-07-31 | 13F | New Hampshire Trust | 79 988 | 32,61 | 2 336 | 54,70 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 816 | 0,00 | 24 | 15,00 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 904 | 0,00 | 26 | 18,18 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 427 | −27,22 | 275 | −15,12 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 12 077 | −2,29 | 353 | 13,92 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 256 | 0,00 | 7 | 16,67 | ||||
2025-08-14 | 13F | Dagco, Inc. | 645 078 | 10,41 | 18 843 | 28,80 | ||||
2025-07-22 | 13F | Sage Investment Counsel LLC | 7 465 | 218 | ||||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 497 507 | −7,30 | 14 532 | 8,13 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 460 | 0,00 | 13 | 18,18 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 1 038 933 | −9,58 | 30 347 | 5,48 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 766 658 | −0,28 | 22 394 | 16,33 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 058 434 | 5,04 | 30 917 | 22,53 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 736 753 | 100,06 | 21 521 | 133,38 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 566 492 | 1,12 | 16 547 | 17,97 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 58 221 | 0,06 | 1 701 | 16,68 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 7 100 | 0 | ||||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 087 707 | −21,69 | 60 982 | −8,65 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 7 024 | 205 | ||||||
2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 16 984 | 0,00 | 496 | 16,71 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 23 092 | −0,58 | 675 | 28,63 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 18 355 | −39,09 | 536 | −28,91 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 456 460 | 6,79 | 13 333 | 24,57 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 55 240 546 | 14,46 | 1 613 576 | 33,53 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 10 217 | −3,07 | 298 | 13,31 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 46 077 | 79,05 | 1 346 | 108,85 | ||||
2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 43 800 | 1 279 | ||||||
2025-05-06 | 13F | Alpha Omega Group, Inc. | 433 249 | 6,35 | 10 849 | −4,46 | ||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 105 847 | −78,90 | 3 092 | −75,39 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 332 453 | 3 873,38 | 8 125 | 3 787,56 | ||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 14 980 | 438 | ||||||
2025-08-08 | 13F | Accredited Investors Inc. | 45 706 | 0,00 | 1 335 | 16,70 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 35 472 | 0,35 | 1 036 | 17,06 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 10 754 | 10,25 | 314 | 28,69 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 36 130 | −1,27 | 1 055 | 15,17 | ||||
2025-08-11 | 13F | Lcnb Corp | 596 433 | 17,15 | 17 422 | 36,66 | ||||
2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Mason & Associates Inc | 11 213 | 0,18 | 328 | 16,79 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 473 | 7,13 | 0 | |||||
2025-08-04 | 13F | Clear Investment Research, Llc | 27 991 | −1,51 | 818 | 14,91 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 143 254 | 35,17 | 4 184 | 57,71 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4 863 412 | 19,11 | 142 | 39,22 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 878 | 0,11 | 26 | 19,05 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 27 389 | 1,93 | 800 | 19,05 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 62 772 | 16,87 | 1 834 | 30,44 | ||||
2025-07-09 | 13F | Beacon Financial Group | 14 778 | 0,03 | 432 | 16,80 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 70 | 0,00 | 2 | 100,00 | ||||
2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 331 900 | 130,65 | 9 695 | 169,05 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 36 785 | 0,00 | 1 074 | 16,61 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 32 648 | 13,10 | 954 | 31,99 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 10 748 | −14,34 | 314 | −0,32 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 158 711 | −21,22 | 4 636 | −8,11 | ||||
2025-08-11 | 13F | Capital Square, LLC | 38 056 | −12,05 | 1 117 | 3,05 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 193 460 | 12,91 | 5 651 | 31,70 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 240 841 | −3,82 | 7 035 | 12,19 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 1 896 | 55 | ||||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 43 128 | −1,53 | 1 258 | 15,84 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 297 139 | 5,26 | 8 679 | 22,79 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 12 834 | −0,74 | 375 | 15,79 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 49 801 | −25,16 | 1 455 | −12,73 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 11 900 | 345 | |||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 25 213 | −4,50 | 736 | 11,35 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 142 669 | −11,30 | 3 601 | −19,68 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 36 514 | −29,79 | 1 067 | −18,13 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 613 213 | 22,07 | 17 912 | 42,40 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 10 600 | 0,00 | 310 | 16,60 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 182 707 | 3,84 | 5 | 25,00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 243 686 | 48,40 | 7 213 | 75,58 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | Put | 187 | 16,25 | |||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 170 568 | −2,26 | 4 982 | 14,03 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 798 565 | −1,48 | 23 326 | 14,93 | ||||
2025-04-15 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 19 255 | 26,42 | 567 | 52,56 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 5 756 | 0,00 | 168 | 16,67 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 47 647 | 1 392 | ||||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 374 789 | 3,40 | 11 146 | 22,82 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 214 541 | −0,38 | 6 267 | 16,21 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 20 251 | 3,34 | 592 | 20,61 | ||||
2025-07-07 | 13F | Trust Co | 1 424 | 0,00 | 42 | 17,14 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 876 034 | 3,63 | 84 009 | 20,88 | ||||
2025-08-13 | 13F | Rinkey Investments | 60 311 | 450,99 | 1 762 | 542,70 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 342 826 | −1,57 | 10 014 | 14,81 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 2 325 | 68 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 17 795 | 0,04 | 520 | 16,63 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 18 195 | 0,02 | 531 | 16,70 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 7 342 | 214 | ||||||
2025-07-23 | 13F | Cornerstone Enterprises, Llc | 33 706 | −84,59 | 985 | −82,04 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 51 143 | 8,18 | 1 494 | 26,20 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 56 105 | 6,80 | 1 639 | 24,56 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 12 621 | −0,59 | 369 | 16,09 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 18 881 | −2,96 | 552 | 13,14 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2 124 997 | −7,90 | 62 072 | 7,44 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 128 673 | 4,03 | 3 759 | 21,34 | ||||
2025-08-13 | 13F | D L Carlson Investment Group Inc | 16 735 | 13,22 | 489 | 31,89 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 795 201 | 0,32 | 23 228 | 17,03 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 18 625 | −0,05 | 544 | 16,74 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 14 331 | 1,42 | 419 | 18,41 | ||||
2025-08-14 | 13F | Destination Wealth Management | 47 452 | −3,72 | 1 386 | 12,32 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 4 880 | 0,00 | 143 | 16,39 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7 577 | 221 | ||||||
2025-05-01 | 13F | Q3 Asset Management | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 146 468 | −1,17 | 4 278 | 15,28 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10 689 | 312 | ||||||
2025-07-22 | 13F | Apexium Financial, Lp | 799 865 | 14,23 | 23 364 | 33,26 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 606 125 | −2,15 | 46 915 | 14,14 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 21 897 | −0,57 | 640 | 15,97 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 14 569 | 0,00 | 426 | 16,76 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 786 188 | −26,76 | 22 965 | −14,56 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 299 859 | 0,46 | 8 759 | 17,20 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 36 219 | 0,78 | 1 093 | 21,58 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 220 638 | 4,48 | 6 445 | 21,86 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 22 303 | −6,70 | 651 | 8,86 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 123 997 | −27,50 | 3 622 | −15,38 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 30 973 | 1,78 | 905 | 24,86 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 7 420 | 217 | ||||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 11 231 | 0,62 | 328 | 17,56 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 64 653 | 220,94 | 1 889 | 274,60 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 519 330 | −80,76 | 15 170 | −77,55 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | −100,00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 150 534 | 24,44 | 4 | 33,33 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 18 727 | −1,69 | 547 | 14,92 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 413 | 0,01 | 275 | 16,60 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 16 000 | 467 | ||||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 1 513 062 | −6,57 | 44 197 | 8,99 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 17 139 | −5,45 | 501 | 10,38 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 15 200 | 444 | ||||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 4 020 | 0,10 | 117 | 17,00 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 2 025 | 0,00 | 59 | 15,69 | ||||
2025-07-16 | 13F | Tenret Co LLC | 72 543 | 0,00 | 2 119 | 16,63 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 1 746 511 | 0,22 | 51 016 | 16,90 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 725 953 | −1,68 | 21 205 | 14,70 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 17 168 | 0,01 | 501 | 16,78 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 20 309 | 593 | ||||||
2025-07-22 | 13F | IFS Advisors, LLC | 402 260 | 11 750 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 72 086 | −85,96 | 2 106 | −83,63 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 268 831 | −25,37 | 7 853 | −12,95 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 32 112 | 51,59 | 938 | 76,79 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 106 850 | 6,68 | 3 121 | 24,49 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 2 960 | 2,21 | 86 | 19,44 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 99 013 | 2,23 | 2 892 | 19,36 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 17 360 | 0,01 | 507 | 16,82 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 48 310 | −16,80 | 1 411 | −2,89 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 42 286 978 | 4,54 | 1 235 203 | 21,95 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 8 194 | 52,96 | 239 | 78,36 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 304 022 | 5,00 | 8 880 | 22,48 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 166 585 | 40,54 | 4 866 | 63,92 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 692 | 0,00 | 20 | 17,65 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 347 | 5,94 | 331 | 23,51 | ||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1 165 141 | 1,98 | 34 034 | 18,97 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 1 310 038 | 5,45 | 38 266 | 23,01 | ||||
2025-07-28 | 13F | Diversified Investment Strategies, LLC | 11 576 | −11,06 | 338 | 4,00 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 167 913 | 17,69 | 4 905 | 37,29 | ||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 16 079 | 470 | ||||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Pineridge Advisors LLC | 1 434 | 0,07 | 42 | 17,14 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 8 955 | 262 | ||||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 41 898 | 12,75 | 1 286 | 27,99 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 151 459 | 173,18 | 4 424 | 218,73 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 88 111 | 11,42 | 2 574 | 29,95 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 12 256 | −5,78 | 358 | 9,85 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 985 739 | 4,38 | 58 002 | 21,76 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 867 974 | 8,15 | 25 354 | 13,36 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 145 800 | 0,00 | 4 259 | 16,66 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 503 305 | −1,03 | 14 702 | 15,46 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 871 180 | 13,96 | 25 648 | 45,75 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 105 121 | 11,53 | 3 071 | 30,08 | ||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 7 536 | 220 | ||||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 272 751 | −0,08 | 7 967 | 16,60 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 5 753 | 168 | ||||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 5 217 | −11,99 | 152 | 2,70 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 2 076 826 | 0,92 | 60 664 | 17,72 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 985 438 | −0,04 | 28 785 | 16,61 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 21 568 | 37,69 | 624 | 58,93 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 523 945 | −1,28 | 15 304 | 15,15 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 7 156 | 209 | ||||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 123 983 | −52,91 | 3 030 | −54,04 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 9 605 | −37,00 | 281 | −26,51 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 507 648 | 20,07 | 14 828 | 40,07 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 26 380 | 61,89 | 771 | 88,73 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 147 208 | 2,86 | 4 300 | 19,98 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 32 183 | 36,60 | 1 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 441 275 | −51,48 | 12 893 | −43,39 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 152 992 | 58,50 | 4 469 | 84,93 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 485 749 | 31,36 | 14 679 | 58,54 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 27 121 | −8,13 | 792 | 7,17 | ||||
2025-05-14 | 13F | Portfolio Design Labs, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 6 949 | 203 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 251 880 | 96,21 | 7 357 | 128,90 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 284 961 | 7,42 | 8 324 | 25,31 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 263 300 | −3,04 | 7 691 | 13,10 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 27 296 | 8,39 | 797 | 26,51 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 14 775 | 1,09 | 427 | 16,99 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 47 638 | 101,93 | 1 | |||||
2025-07-17 | 13F | Smith, Salley & Associates | 16 076 | 0,00 | 470 | 16,67 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 49 804 | 29,58 | 1 455 | 51,14 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 38 725 | −1,51 | 1 131 | 14,94 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 291 723 | 9,97 | 8 521 | 28,29 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 443 719 | 246,24 | 12 961 | 304,02 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 129 510 | 0,00 | 3 165 | 10,70 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 64 633 | 3,77 | 1 888 | 21,04 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 6 888 | 201 | ||||||
2025-07-31 | 13F | United Community Bank | 5 600 | 0,00 | 164 | 16,43 | ||||
2025-07-10 | 13F | Stolper Co | 9 545 | −0,64 | 0 | |||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 101 925 | 16,15 | 3 000 | 36,50 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 16 835 | −5,82 | 492 | 9,84 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 2 252 676 | −0,91 | 65 801 | 15,59 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 22 133 | 2,93 | 1 | |||||
2025-08-08 | 13F | TD Capital Management LLC | 4 907 | 0,10 | 143 | 17,21 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 149 006 | 3,54 | 4 352 | 20,79 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 74 174 | 6,94 | 2 167 | 24,77 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 19 963 | 583 | ||||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 12 163 | −0,34 | 355 | 16,39 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29 421 | 859 | ||||||
2025-08-08 | 13F | Truepoint, Inc. | 259 017 | 192,28 | 7 566 | 240,92 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 106 836 | 19,93 | 3 229 | 44,75 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 72 980 | −5,11 | 2 | 100,00 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 13 650 | 60,97 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 942 458 | 314,98 | 27 529 | 384,15 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 608 | 0,00 | 18 | 13,33 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 102 232 | 0,00 | 2 986 | 16,69 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 116 325 | 11,28 | 3 398 | 29,81 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 63 824 | −10,41 | 1 864 | 4,54 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 322 645 | −14,30 | 9 424 | −0,02 | ||||
2025-07-25 | 13F | Advocate Group Llc | 7 701 | 225 | ||||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2 880 | 0,00 | 84 | 16,67 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 1 000 | 0,00 | 29 | 16,00 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 10 034 | 0,34 | 293 | 17,20 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 21 906 | 15,48 | 640 | 34,81 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 493 656 | 2,26 | 14 420 | 19,29 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 124 680 | −29,21 | 3 642 | −17,42 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 1 916 661 | 132,08 | 55 986 | 170,73 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 1 179 719 | 0,40 | 34 460 | 17,12 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 88 486 | 60,01 | 2 585 | 86,71 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 8 725 | 0,03 | 255 | 16,51 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 261 030 | −0,51 | 7 625 | 16,06 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 390 296 | 13,79 | 11 401 | 32,74 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 18 284 | 534 | ||||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 7 616 | 222 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1 851 661 | 7,28 | 54 087 | 25,15 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 634 555 | 1,31 | 18 535 | 18,19 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 7 600 | 222 | ||||||
2025-08-14 | 13F | Prudent Investors Network | 25 604 | 0,00 | 748 | 16,54 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8 455 | 247 | ||||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 9 702 | −16,01 | 283 | −2,08 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 611 | 0,49 | 18 | 13,33 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 26 875 | 31,60 | 785 | 53,62 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 795 956 | 425,87 | 23 250 | 513,43 | ||||
2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 158 902 | −22,39 | 4 642 | −9,46 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 294 260 | 1,73 | 9 | 14,29 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2 959 493 | 3,14 | 86 447 | 20,31 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 737 503 | 1,63 | 22 280 | 21,44 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 75 056 | 2,83 | 2 192 | 19,98 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 21 515 | 17,66 | 628 | 37,42 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 101 595 | 339,23 | 2 968 | 412,44 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 17 762 | 2,58 | 519 | 19,63 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 3 476 | −22,08 | 102 | −9,01 | ||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 23 644 | −19,08 | 691 | −5,61 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 182 000 | 11,10 | 5 316 | 29,63 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 16 156 | 0,09 | 472 | 4,90 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 475 708 | 100,44 | 13 898 | 133,89 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 29 899 | 0,00 | 873 | 16,71 | ||||
2025-08-12 | 13F | LPL Financial LLC | 27 854 880 | 13,20 | 813 641 | 32,05 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 301 073 | −2,50 | 8 794 | 13,74 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 59 487 | −49,87 | 1 738 | −41,53 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 284 264 | 2 848,49 | 8 303 | 3 345,23 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1 600 | 0,00 | 47 | 15,00 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 132 585 | 0,18 | 3 873 | 16,87 | ||||
2025-08-07 | 13F | Commerce Bank | 24 363 | −44,34 | 712 | −35,13 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 712 | 0,00 | 50 | 19,05 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 179 350 | −2,49 | 5 325 | 16,22 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 49 472 | 1,29 | 1 445 | 18,25 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1 295 841 | 0,84 | 37 852 | 17,63 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 47 701 | 11,17 | 1 393 | 29,70 | ||||
2025-08-14 | 13F | FC Advisory LLC | 109 516 | 25,87 | 3 199 | 46,83 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 12 101 | 22,08 | 353 | 42,34 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 10 045 | 0,45 | 293 | 17,20 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 553 870 | 16 179 | ||||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 63 219 | −4,61 | 1 847 | 11,27 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 75 152 | −2,82 | 2 195 | 1,86 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 690 128 | 50,56 | 20 159 | 75,64 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 774 000 | −2,03 | 22 609 | 14,29 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 2 508 | 46,84 | 73 | 73,81 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 21 160 | 0,00 | 618 | 16,82 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 34 720 | 0,00 | 1 014 | 16,69 | ||||
2025-08-14 | 13F | Sei Investments Co | 45 745 266 | 10,98 | 1 336 220 | 29,46 | ||||
2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 3 150 645 | 3,26 | 92 030 | 20,46 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 26 011 | 87,89 | 760 | 119,36 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 17 777 | 519 | ||||||
2025-07-25 | 13F | Meritage Portfolio Management | 750 774 | 778,61 | 21 930 | 925,25 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 1 611 594 | 25,52 | 48 445 | 38,87 | ||||
2025-08-04 | 13F | Spire Wealth Management | 63 284 | 12,03 | 1 849 | 30,69 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 107 976 | 39,31 | 3 154 | 62,53 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 79 244 | −12,39 | 2 315 | 2,16 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 34 587 | −0,02 | 1 010 | 16,63 | ||||
2025-07-28 | 13F | Smart Portfolios, LLC | 29 730 | 0,51 | 868 | 17,30 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 8 279 | 242 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 272 250 | 185,63 | 7 952 | 233,28 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 8 984 | 0,00 | 225 | 0,00 | ||||
2025-04-11 | 13F | Davis Capital Management | 22 038 | 148,62 | 552 | 123,08 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 165 707 | −3,74 | 4 840 | 12,30 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 122 059 | 13,28 | 3 565 | 32,13 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 920 | 0,00 | 56 | 16,67 | ||||
2025-04-29 | 13F | Hm Payson & Co | 944 | 0,00 | 24 | −11,54 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 774 887 | 5,22 | 22 634 | 22,84 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 7 116 | 208 | ||||||
2025-07-23 | 13F | Sachetta, LLC | 61 246 | −1,90 | 1 789 | 14,46 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8 122 | 0,78 | 237 | 17,91 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 574 | 17 | ||||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 625 828 | −2,24 | 18 280 | 14,04 | ||||
2025-08-08 | 13F | Condor Capital Management | 106 484 | −0,15 | 3 110 | 16,48 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 102 232 | 0,00 | 2 986 | 16,69 | ||||
2025-09-03 | 13F | American Trust | 132 969 | 3 884 | ||||||
2025-07-16 | 13F | St Germain D J Co Inc | 815 | 24 | ||||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 219 830 | −8,92 | 6 421 | 6,26 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10 801 | −2,32 | 315 | 14,13 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 221 489 | 2,60 | 6 470 | 19,69 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Columbus Macro, LLC | 73 358 | 10,49 | 2 143 | 28,88 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 112 534 | −14,20 | 3 287 | 0,09 | ||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 205 160 | −55,19 | 6 | −54,55 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 14 981 | 438 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 930 214 | −0,44 | 27 172 | 16,14 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 42 414 | 1,18 | 1 239 | 18,02 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 12 920 | 56,72 | 377 | 83,01 | ||||
2025-08-11 | 13F | Citigroup Inc | 555 261 | 21,83 | 16 219 | 42,12 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 243 416 | 7 110 | ||||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 23 766 | −0,55 | 595 | −10,66 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 22 602 | 35,81 | 660 | 58,65 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 54 336 | −0,67 | 1 587 | 15,92 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 15 163 | −2,16 | 349 | −20,86 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 29 015 | 0,02 | 848 | 16,67 | ||||
2025-07-25 | 13F | Check Capital Management Inc/ca | 9 800 | 0,00 | 286 | 16,73 | ||||
2025-08-12 | 13F | Archer Investment Corp | 714 | 0,14 | 21 | 17,65 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 2 400 | 0,00 | 70 | 16,67 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 199 223 | −2,76 | 5 819 | 13,43 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 21 028 | 614 | ||||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 787 599 | −35,72 | 52 216 | −25,01 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 11 200 | 327 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 24 564 | −2,72 | 718 | 13,45 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 169 894 | 2,24 | 4 963 | 19,28 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 240 | −3,12 | 36 | 12,50 | ||||
2025-08-05 | 13F | VGI Partners Ltd | 8 606 | 251 | ||||||
2025-07-29 | 13F | Crux Wealth Advisors | 92 975 | 0,61 | 2 716 | 17,33 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 19 694 | 0,00 | 575 | 16,63 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 97 240 | 2,24 | 2 840 | 19,28 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ehrlich Financial Group | 16 268 | 2,31 | 475 | 19,35 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 8 456 | 0,00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 6 580 | 0,00 | 165 | −10,38 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 82 208 | 17,36 | 2 401 | 36,89 | ||||
2025-07-29 | 13F | Ballast, Inc. | 239 349 | 6 991 | ||||||
2025-05-12 | 13F | Sandy Spring Bank | 996 | 0,00 | 25 | −11,11 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 3 032 | 0,00 | 0 | |||||
2025-07-17 | 13F | K2 Financial Inc. | 50 012 | 0,14 | 1 474 | 28,20 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 248 317 | −0,04 | 7 253 | 16,61 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 443 | 0,00 | 13 | 9,09 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 379 914 | −7,44 | 11 097 | 7,98 | ||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 17 315 | −15,49 | 506 | −1,36 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5 466 642 | 8,29 | 159 681 | 26,33 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 21 304 | 0,00 | 622 | 16,70 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 13 716 | 0,00 | 401 | 16,62 | ||||
2025-05-06 | 13F | Financial Partners Group, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 630 | 15,19 | 48 | 34,29 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 214 833 | 6,22 | 6 275 | 23,91 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 1 950 | 57 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 50 581 | 1,58 | 1 533 | 22,95 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 115 083 | 10,01 | 3 | 50,00 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 3 861 | 26,67 | 113 | 47,37 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 428 616 | 11,20 | 12 520 | 28,69 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 095 181 | −1,52 | 61 200 | 14,88 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 977 | −98,41 | 29 | −98,18 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 537 | −5,59 | 38 | −15,56 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 9 936 | 0,00 | 290 | 16,94 | ||||
2025-08-14 | 13F | Headinvest, Llc | 34 844 | −0,99 | 1 018 | 15,44 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 28 985 | −0,44 | 1 | |||||
2025-07-10 | 13F | Affiance Financial, LLC | 14 876 | 0,00 | 435 | 16,67 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 58 533 | −4,51 | 1 710 | 11,41 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 1 073 | 0,00 | 31 | 19,23 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 337 235 | −0,73 | 9 851 | 15,80 |