Grundläggande statistik
| Institutionella ägare | 951 total, 951 long only, 0 short only, 0 long/short - change of 3,81% MRQ |
| Genomsnittlig portföljallokering | 0.5742 % - change of −5,83% MRQ |
| Institutionella aktier (lång) | 278 369 080 (ex 13D/G) - change of −1,37MM shares −0,49% MRQ |
| Institutionellt värde (lång) | $ 7 641 129 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF (US:SCHM) har 951 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 278,369,080 aktier. Största aktieägare inkluderar Financial Engines Advisors L.L.C., Creative Planning, HighTower Advisors, LLC, Northwestern Mutual Wealth Management Co, Moneta Group Investment Advisors Llc, Advisory Alpha, LLC, Cerity Partners LLC, Wealth Enhancement Advisory Services, Llc, Legacy Wealth Management, Inc, and JMG Financial Group, Ltd. .
Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF (ARCA:SCHM) 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 15, 2025 is 29,79 / share. Previously, on September 16, 2024, the share price was 27,13 / share. This represents an increase of 9,82% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 11 794 | 12,07 | 331 | 20,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 113 334 | 0,62 | 3 239 | 9,80 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 337 024 | 1,26 | 9 454 | 8,41 | ||||
| 2025-05-15 | 13F | FinDec Wealth Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 285 | 11,76 | 8 | 16,67 | ||||
| 2025-05-02 | 13F | Slow Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 191 950 | 5 384 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 311 541 | −1,36 | 8 739 | 5,61 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 99 869 | −17,67 | 2 801 | −11,86 | ||||
| 2025-07-28 | 13F | Essex LLC | 627 815 | 8,29 | 17 610 | 15,93 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 623 877 | −1,02 | 17 500 | 5,97 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 24 918 | 6,78 | 699 | 14,24 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3 298 197 | 14,72 | 92 514 | 22,82 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 390 363 | 2,50 | 10 950 | 9,74 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 287 | 36 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 2 550 | 0,00 | 72 | 7,58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 39 187 | 1,48 | 1 099 | 8,70 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 230 526 | 5,16 | 6 466 | 12,59 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11 167 | 0,03 | 313 | 7,19 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 499 240 | −0,06 | 14 004 | 7,00 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 2 640 | 0,00 | 74 | 7,25 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 991 592 | −17,55 | 55 864 | −11,73 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 18 471 | −0,30 | 518 | 6,80 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 20 077 | −1,95 | 563 | 5,04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 29 026 | −70,02 | 814 | −67,90 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 289 997 | 3,78 | 36 184 | 11,11 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 10 780 | 310 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 70 872 | −1,39 | 1 988 | 5,52 | ||||
| 2025-07-22 | 13F | Asset Planning Services Inc /la/ /adv | 18 521 | −1,04 | 1 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7 772 | 0,05 | 218 | 6,90 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 824 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 85 890 | 141,78 | 2 409 | 159,03 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 25 319 | −0,70 | 710 | 6,29 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 14 546 | −11,55 | 408 | −5,12 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 921 | −4,62 | 54 | 1,92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275 138 | −3,74 | 7 718 | 3,06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 522 | 351,63 | 115 | 1 325,00 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 46 295 | −4,05 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 31 490 | −7,54 | 883 | −0,34 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 81 946 | 1,32 | 2 299 | 8,45 | ||||
| 2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 129 991 | −11,63 | 3 646 | −5,37 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 738 | −16,33 | 21 | −13,04 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 32 831 | −4,56 | 921 | 2,11 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 43 278 | −1,77 | 1 214 | 5,11 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 9 252 | 0,00 | 260 | 7,02 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98 084 | −5,62 | 2 751 | 1,07 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 82 003 | −7,37 | 2 300 | −0,82 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 84 584 | −3,02 | 2 455 | 7,91 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 273 | 0,00 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 12 706 | −6,61 | 356 | 0,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 393 765 | −3,95 | 11 045 | 2,84 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 308 116 | 3,08 | 8 643 | 10,36 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 82 377 | −2,72 | 2 311 | 4,15 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 53 643 | 10,60 | 1 451 | 22,14 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 3 048 | 0,00 | 85 | 7,59 | ||||
| 2025-04-23 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 18 648 | 0,89 | 523 | 8,06 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 518 427 | 1,31 | 14 542 | 8,47 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 35 378 | 160,19 | 992 | −12,13 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 7 428 | 208 | ||||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 323 | 0,00 | 37 | 8,82 | ||||
| 2025-08-01 | 13F | First National Trust Co | 7 893 | 0,00 | 221 | 7,28 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 221 951 | 0,78 | 6 | 20,00 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 55 658 | −15,60 | 1 561 | −9,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 437 | −13,71 | 321 | −7,78 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 38 249 | 16,57 | 1 073 | 24,80 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7 971 | 0,00 | 224 | 7,21 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 158 593 | −1,51 | 4 449 | 5,43 | ||||
| 2025-04-29 | 13F | Calamos Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6 469 | 181 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 7 079 | 0,00 | 199 | 7,03 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 345 072 | −0,15 | 9 679 | 6,90 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 688 642 | 25,97 | 19 316 | 34,86 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 273 241 | 37,09 | 63 582 | 46,47 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 4 952 | 0,00 | 139 | 6,98 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 28 631 | −1,72 | 803 | 5,24 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 35 816 | 28,03 | 1 | |||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 101 920 | 99,06 | 2 859 | 113,12 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 60 276 | −4,10 | 1 691 | 2,67 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 10 130 | 0,00 | 284 | 7,17 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 104 038 | −2,20 | 2 918 | 4,70 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 13 506 | 0,36 | 379 | 7,39 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 161 | 0,00 | 5 | 33,33 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 19 584 | 15,90 | 549 | 24,21 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 8 043 | 0,02 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 004 | 0,00 | 56 | 7,69 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 46 161 | −1,29 | 1 295 | 5,63 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 244 807 | 0,21 | 34 917 | 7,29 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 101 998 | 0,80 | 2 861 | 7,92 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 126 | 0,00 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 29 603 590 | 2,37 | 830 381 | 9,60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 13 539 | 0,16 | 380 | 7,06 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 47 021 | 2,17 | 1 319 | 9,38 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 12 874 | 0,04 | 0 | |||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 14 681 | −3,50 | 412 | 3,27 | ||||
| 2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 63 380 | 0,00 | 1 661 | 0,00 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 583 782 | 5,40 | 296 875 | 12,84 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 46 099 | −3,01 | 1 293 | 3,86 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 46 233 | 0,02 | 1 297 | 7,02 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 17 920 | −1,67 | 503 | 5,24 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 36 051 | 0,04 | 1 011 | 7,10 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 46 317 | 0,17 | 1 299 | 7,27 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 193 220 | −2,66 | 5 420 | 4,21 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 155 | 12,20 | 88 | 20,55 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 63 508 | 24,26 | 1 781 | 33,01 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 148 703 | −6,53 | 4 171 | 104 175,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 40 032 | 1 123 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 117 566 | −0,49 | 3 298 | 6,53 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 16 986 | 0,00 | 476 | 6,97 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 328 645 | 6,57 | 9 219 | 14,10 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 445 594 | 3,27 | 12 499 | 10,55 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 59 199 | 11,24 | 1 661 | 19,08 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 374 | 39 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 22 676 | 0,02 | 636 | 7,25 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 21 519 | −3,04 | 612 | 4,44 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13 581 | 381 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 780 | 0,39 | 22 | 5,00 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 591 | 0,00 | 17 | 6,67 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 15 213 | −1,43 | 427 | 5,45 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 183 852 | −1,42 | 5 157 | 8,71 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 7 237 | 203 | ||||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 38 914 | 0,00 | 1 092 | 7,07 | ||||
| 2025-07-16 | 13F | John W. Brooker & Co., CPAs | 67 445 | −72,82 | 1 947 | −70,06 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 37 806 | 1,35 | 1 060 | 8,50 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 67 308 | 1 888 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 16 052 | −9,61 | 450 | −3,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 90 008 | 7,81 | 2 525 | 15,41 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 21 831 | 157,81 | 612 | −11,18 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 91 559 | 17,55 | 2 568 | 25,88 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 268 540 | 1,05 | 7 533 | 8,19 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 57 349 | −0,12 | 1 609 | 6,91 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 337 | 38 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 20 922 | 0,08 | 587 | 7,13 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 44 684 | 3,16 | 1 253 | 10,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 560 658 | 15,47 | 15 726 | 23,62 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 70 447 | −0,94 | 1 976 | 6,07 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 902 | −21,51 | 642 | −15,97 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 40 592 | −0,34 | 1 139 | 6,65 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 540 858 | 9,86 | 15 171 | 17,61 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 663 | 0,00 | 243 | 7,08 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 91 340 | −13,70 | 2 562 | −7,61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 725 | 20 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 263 | −70,66 | 63 | −68,81 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 53 336 | 0,36 | 1 496 | 7,47 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 89 249 | 1,58 | 2 503 | 8,73 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 24 690 | 693 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 782 977 | −5,82 | 21 962 | 0,83 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 40 450 | 0,00 | 1 135 | 7,49 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 17 100 | 0,00 | 480 | 6,92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 946 333 | −81,62 | 26 545 | −80,32 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 9 513 | 0,00 | 267 | 6,83 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19 217 | 47,49 | 539 | 58,06 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 144 463 | 0,33 | 4 052 | 7,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 62 295 | −28,31 | 1 747 | −27,42 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 37 542 | 0,00 | 1 053 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 153 340 | −33,73 | 4 301 | −29,05 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 49 496 | −51,61 | 1 388 | −48,21 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 14 485 | 4,58 | 406 | 12,15 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 63 230 | 1,32 | 1 774 | 8,44 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 108 | 0,00 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 21 825 | −4,43 | 1 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 13 078 | 0,28 | 367 | 7,33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10 064 | 282 | ||||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 169 298 | 2,78 | 4 749 | 10,03 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7 297 | 205 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 13 784 | 38,66 | 0 | |||||
| 2025-04-21 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 103 682 | 652,25 | 2 908 | 705,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 101 195 | 2 839 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 26 882 | 15,68 | 775 | 30,25 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 52 493 | 0,55 | 1 472 | 7,68 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 7 335 | 206 | ||||||
| 2025-05-09 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 21 685 | 0,00 | 617 | 13,24 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 35 007 | −0,36 | 982 | 6,63 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 293 304 | −39,29 | 8 227 | −35,01 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 37 047 | 0,24 | 1 039 | 7,33 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 342 440 | −13,10 | 9 605 | −6,96 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 6 709 | 0,04 | 188 | 7,43 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 141 | 4 | ||||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | AMG National Trust Bank | 34 650 | 0,00 | 972 | 7,06 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 119 240 | 1,88 | 3 345 | 9,07 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 15 862 | −0,26 | 445 | 6,73 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 74 987 | −2,71 | 2 103 | 4,16 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 13 001 | 1,86 | 365 | 8,98 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 122 680 | 10,60 | 3 441 | 18,41 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 543 478 | −2,29 | 15 245 | 4,61 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 11 399 | 4,84 | 327 | 15,14 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 28 446 | 0,00 | 745 | −5,46 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 60 362 | −2,35 | 1 693 | 4,57 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 472 086 | 9,50 | 13 242 | 17,24 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 28 007 | −0,72 | 786 | 6,22 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 396 | 0,00 | 11 | 10,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2 682 | 0,00 | 75 | 7,14 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 591 | −26,14 | 0 | |||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 36 230 | −1,28 | 1 016 | 5,72 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 170 395 | 1 121,56 | 4 780 | 1 209,32 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 138 064 | −2,68 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 200 | −79,78 | 258 | −78,36 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 440 | 1 499 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 470 248 | 0,52 | 13 355 | 3,74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 497 433 | 4,67 | 13 953 | 12,06 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 12 077 | −10,09 | 346 | 5,81 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 681 674 | 4,71 | 19 121 | 12,11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 96 648 | −4,86 | 2 711 | 1,84 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 23 687 | −1,00 | 664 | 6,07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 271 481 | 13,37 | 7 612 | 21,35 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 325 797 | −2,31 | 9 139 | 7,76 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 492 | −4,95 | 0 | |||||
| 2025-08-14 | 13F | Family Management Corp | 7 896 | 0,00 | 221 | 7,28 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 831 548 | −7,65 | 23 325 | −1,14 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 311 471 | 2,34 | 8 737 | 9,57 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 18 411 | 0,00 | 516 | 7,05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 9 710 | −3,30 | 272 | 3,42 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 129 739 | −2,29 | 3 639 | 4,63 | ||||
| 2025-08-12 | 13F | Pring Turner Capital Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 23 727 | 0,01 | 666 | 7,09 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5 797 612 | −1,79 | 166 449 | 7,62 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 6 013 | 0,37 | 169 | 7,69 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 32 407 | −0,18 | 909 | 6,94 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 555 | 0,00 | 16 | 7,14 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 554 828 | 4,51 | 15 563 | 11,88 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 12 109 | 0,05 | 340 | 6,94 | ||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21 727 | −0,61 | 609 | 6,47 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 227 463 | 2,80 | 6 380 | 10,06 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 12 081 | −3,32 | 339 | 3,36 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 26 817 | −0,50 | 752 | 6,52 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 60 961 | −22,74 | 1 710 | −17,32 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 449 | −87,37 | 349 | −86,48 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 518 | 2,29 | 1 585 | 9,54 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 147 175 | −3,64 | 4 245 | 8,38 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 608 649 | 0,85 | 45 123 | 7,97 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 76 395 | −16,49 | 2 143 | −10,60 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 174 | 0,00 | 5 | 0,00 | ||||
| 2025-04-17 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 493 789 | −4,67 | 13 851 | 2,06 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 88 670 | 174,72 | 2 487 | 178,19 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19 793 | 28,51 | 555 | 37,72 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 141 | 26,88 | 341 | 36,00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 11 920 | 1,06 | 334 | 8,09 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | ETF Store, Inc. | 50 718 | 5,89 | 1 423 | 13,40 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 157 | 0,41 | 229 | 7,55 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 23 363 | 0,86 | 655 | 8,09 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 329 615 | 4,17 | 9 246 | 11,52 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 064 | −14,07 | 226 | −7,76 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 2 172 | 1,02 | 61 | 7,14 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 237 959 | 78,21 | 6 675 | 90,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 848 323 | 24,73 | 24 | 35,29 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 991 | 0,00 | 84 | 6,41 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4 316 | 0,40 | 121 | 8,04 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 52 431 | −1,14 | 1 471 | 5,83 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 995 | −72,59 | 56 | −71,05 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 5 115 | 0,00 | 143 | 6,72 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 155 302 | −5,33 | 4 356 | 1,35 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 780 735 | −1,40 | 49 950 | 5,56 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48 452 | −2,57 | 1 359 | 4,38 | ||||
| 2025-05-05 | 13F | Souders Financial Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 465 593 | 6,77 | 265 510 | 14,31 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 006 | −37,30 | 225 | −32,93 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26 848 | 0,35 | 753 | 7,57 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 30 012 | 0,00 | 842 | 7,00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 24 981 | 17,46 | 701 | 25,67 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27 051 | 46,61 | 759 | 57,14 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 16 662 | 0,00 | 467 | 7,11 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 52 088 | −6,54 | 1 461 | 0,07 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 773 495 | 11,94 | 49 747 | 19,84 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 17 859 | 501 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 33 625 | 6,36 | 943 | 13,89 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 41 000 | 0,00 | 1 150 | 7,08 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 90 793 | −11,06 | 2 547 | −4,79 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 28 543 | −39,27 | 801 | −35,01 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 102 700 | 97 709,52 | 2 881 | 143 900,00 | ||||
| 2025-07-09 | 13F | Finley Financial, LLC | 1 668 | 0,00 | 47 | 9,52 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 171 | 5 | ||||||
| 2025-08-13 | 13F | Farnam Financial LLC | 8 880 | 0,00 | 249 | 7,33 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 26 282 | 0,03 | 737 | 7,12 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 57 885 | −0,08 | 1 624 | 6,99 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 19 328 | −16,99 | 542 | −11,15 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 35 007 | −8,39 | 982 | −2,00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 91 506 | 0,03 | 2 567 | 7,10 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 36 410 | −15,34 | 1 021 | −9,33 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 294 | 0,00 | 8 | 14,29 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 11 605 | 4,80 | 326 | 12,07 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 10 495 | 294 | ||||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 157 214 | −0,23 | 4 410 | 6,81 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 455 | 265 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 2 135 799 | −2,37 | 59 909 | 4,52 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 54 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 479 644 | −0,60 | 13 454 | 6,42 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 302 | 0,00 | 37 | 5,88 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 48 121 | 1 350 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 17 106 | 0,05 | 480 | 7,16 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 446 089 | 36,66 | 12 513 | 46,30 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 18 467 | 8,82 | 518 | 16,44 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 174 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 11 116 | −0,13 | 312 | 6,87 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 360 | 0,00 | 10 | 11,11 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 28 720 | −0,21 | 806 | 6,76 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 13 231 | −12,19 | 371 | −5,84 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 63 459 | 0,00 | 1 780 | 7,10 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 29 712 | 0,00 | 833 | 7,07 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 10 197 | 286 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 950 167 | −1,88 | 26 652 | 5,05 | ||||
| 2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Roundview Capital LLC | 136 082 | 9,12 | 3 817 | 16,84 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 54 356 | −4,58 | 1 525 | 2,14 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 241 | 0,42 | 7 | 0,00 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 7 047 | 202 | ||||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 9 810 | 0,00 | 275 | 7,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 314 685 | 3,35 | 8 827 | 10,64 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 79 784 | −22,81 | 2 238 | −17,36 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 13 528 | 2,67 | 379 | 9,86 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 266 503 | −6,16 | 7 475 | 0,47 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 2 908 580 | −3,08 | 81 586 | 3,77 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 32 424 | 5,33 | 909 | 12,78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 170 | 4,10 | 341 | 11,44 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 110 106 | −2,50 | 3 088 | 4,39 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 116 217 | 0,00 | 3 260 | 7,06 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 086 | −44,07 | 255 | −31,72 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26 442 | 0,00 | 742 | 1,23 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 26 203 | 0,00 | 735 | 7,00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 7 846 | 1,45 | 220 | 8,91 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 24 261 | −9,11 | 636 | −14,07 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 243 219 | 5,09 | 6 822 | 12,52 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 9 189 | 0,00 | 258 | 7,08 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 300 | 8 | ||||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 76 922 | 0,10 | 2 158 | 7,15 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 8 373 700 | 14,70 | 234 882 | 22,84 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 244 746 | 1,90 | 6 865 | 9,09 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 11 865 | 0,36 | 333 | 7,44 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 58 134 | −2,92 | 1 631 | 3,95 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 4 181 932 | −0,50 | 117 303 | 6,52 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 122 | −68,61 | 31 | −66,67 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 204 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 170 354 | −49,42 | 5 | −50,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 369 | −12,56 | 10 | −9,09 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 250 000 | 8 333 233,33 | 7 012 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 67 830 | −29,09 | 1 777 | −32,94 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 20 681 | 17,37 | 580 | 25,81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 122 133 | −0,80 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 4 302 | 0,00 | 121 | 7,14 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 89 830 | 9,65 | 2 520 | 17,38 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2 530 | 71 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 86 135 | −7,58 | 2 416 | −1,02 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 72 095 | 16,52 | 2 022 | 24,74 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 991 | 0,41 | 28 | 8,00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 389 628 | 2,35 | 10 929 | 9,59 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 24 525 | 0,00 | 688 | 7,01 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 111 088 | −0,12 | 3 116 | 6,97 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 159 478 | −3,81 | 4 473 | 2,99 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9 569 | −6,17 | 251 | −11,35 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 6 642 | 0,00 | 186 | 6,90 | ||||
| 2025-08-14 | 13F | Fmr Llc | 106 392 | −7,56 | 2 984 | −1,03 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 371 948 | −4,53 | 10 433 | 2,22 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 408 203 | −9,43 | 39 500 | −3,03 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 2 154 | −2,45 | 60 | 5,26 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8 106 | −0,06 | 227 | 7,08 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 10 484 | −0,22 | 294 | 6,91 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 3 500 | −8,50 | 98 | −2,00 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 25 750 | −0,52 | 722 | 6,49 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 85 110 | −27,55 | 2 387 | −22,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 780 586 | 7,39 | 22 731 | 19,86 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 453 | 0,08 | 265 | 7,29 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 355 721 | −7,29 | 9 978 | −0,75 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 003 923 | −13,09 | 168 410 | −6,95 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 35 265 | −11,43 | 924 | −19,04 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 7 554 | −91,54 | 212 | −90,98 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 18 540 | 0,00 | 520 | 7,22 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 28 712 | −8,83 | 752 | −13,76 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15 550 | −26,29 | 436 | −21,01 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 108 431 | −1,01 | 3 041 | 6,00 | ||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 31 922 | 145,97 | 1 | |||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 35 096 | −1,06 | 984 | 5,92 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 14 193 | 398 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 029 | 0,00 | 29 | 7,69 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 21 115 | 0,10 | 592 | 7,25 | ||||
| 2025-04-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 19 161 | −6,56 | 537 | 0,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 115 751 | 36,36 | 3 | 50,00 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 26 468 | −0,18 | 742 | 6,92 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 446 152 | 0,69 | 12 515 | 7,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40 105 | 212,81 | 1 125 | 235,52 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 205 | −4,21 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 142 313 | 3 992 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 121 311 | 2,13 | 3 403 | 9,32 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 39 212 | −18,16 | 1 002 | −74,24 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 58 183 | −3,56 | 1 632 | 3,29 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 11 126 | 0,00 | 234 | 6,85 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 165 884 | −10,42 | 4 653 | −4,08 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 40 182 | 9,12 | 1 127 | 16,91 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 107 176 | −1,23 | 3 006 | 5,74 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 59 266 | −5,95 | 1 662 | 0,73 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 130 | 60 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10 637 | 0,53 | 298 | 7,58 | ||||
| 2025-04-15 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 411 685 | −11,35 | 11 548 | −5,10 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 39 495 | 10,52 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 898 | 4,40 | 53 | 12,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 479 | 54,06 | 41 | 64,00 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 49 594 | −15,67 | 1 268 | −73,47 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 31 797 | −28,71 | 892 | −23,72 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 208 079 | −2,45 | 5 837 | 4,44 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 52 059 | 0,00 | 1 460 | 7,12 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 46 453 | −16,38 | 1 303 | −10,45 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 | 0 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 13 965 | 0,00 | 392 | 7,12 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 101 744 | −6,74 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 625 653 | −0,79 | 17 550 | 6,21 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 66 | 0,00 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19 918 | −1,84 | 559 | 5,08 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 50 642 | −32,38 | 1 421 | −27,62 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 21 228 | 2,26 | 595 | 9,58 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 50 516 | −12,56 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 | −94,05 | 3 | −95,35 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 251 852 | −5,38 | 7 064 | 1,31 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 49 725 | 11,32 | 1 395 | 19,15 | ||||
| 2025-08-07 | 13F | Wisconsin Capital Management Llc | 37 500 | 0,00 | 1 052 | 7,03 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55 104 | 17,03 | 1 546 | 25,30 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 60 | −97,80 | 2 | −98,59 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 18 009 | −26,29 | 505 | −21,09 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 143 803 | 5,45 | 4 034 | 12,91 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 17 037 | 478 | ||||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 36 486 | −7,95 | 1 023 | −1,45 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 885 | 25 | ||||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 56 788 | 9,24 | 1 593 | 16,89 | ||||
| 2025-08-14 | 13F | Acas, Llc | 63 796 | −1,70 | 1 867 | 12,33 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 677 169 | 8,81 | 18 995 | 16,48 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53 968 | 3,38 | 1 514 | 10,68 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 252 474 | 6,82 | 7 082 | 14,36 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 39 676 | −8,03 | 1 113 | −1,59 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 16 082 | 44,83 | 451 | 55,52 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 8 774 | −45,97 | 246 | −42,12 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 628 255 | −5,84 | 17 623 | 0,81 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 31 136 | 1,86 | 873 | 9,13 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 11 343 | 18,08 | 318 | 26,69 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 334 624 | 0,54 | 9 386 | 7,64 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 13 214 | −10,53 | 371 | −4,15 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 180 601 | 1,25 | 5 066 | 8,39 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 16 396 | −37,56 | 460 | −33,28 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 73 570 | 198,41 | 2 064 | 219,84 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 40 404 | −1,05 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 348 034 | 5,58 | 9 762 | 13,04 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 309 | 0,00 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | Kmt Wealth Management, Llc | 10 179 | 0,00 | 286 | 7,14 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 11 739 | 329 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 197 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 58 122 | 0,44 | 1 630 | 7,52 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 201 359 | −1,17 | 5 648 | 5,83 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 12 689 | −14,83 | 365 | −6,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 088 | 44,49 | 0 | |||||
| 2025-08-11 | 13F | North Forty Two & Co. | 41 680 | 2,08 | 1 169 | 9,35 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 244 765 | −2,25 | 6 866 | 4,65 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 108 164 | −2,39 | 3 034 | 4,51 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 5 905 | 166 | ||||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 21 990 | −1,35 | 617 | 5,66 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 124 | 0,00 | 60 | 7,27 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 247 | 3,79 | 119 | 11,21 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 914 | 1,55 | 138 | 8,73 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 132 788 | −4,57 | 3 725 | 2,17 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 108 740 | −11,39 | 3 050 | −5,13 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 247 077 | −10,54 | 6 931 | −4,23 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 11 735 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 13 134 | 0,00 | 368 | 6,98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 2 109 | 0,00 | 59 | 7,27 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 37 881 | −8,46 | 1 063 | −2,03 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 29 230 | 11,97 | 820 | 19,91 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 23 801 | 668 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 29 497 | 0,31 | 827 | 7,40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 743 | 2,66 | 77 | 8,57 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2 406 | 3,62 | 67 | 11,67 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 7 634 | −0,01 | 214 | 7,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 638 | 0,31 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 20 793 | 0,03 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 6 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 143 041 | −10,70 | 4 012 | −4,39 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 80 989 | −1,13 | 2 272 | 5,82 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 36 559 | 38,96 | 1 025 | 48,77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 30 255 | 0,00 | 867 | 17,64 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 293 288 | 5,71 | 8 227 | 13,17 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 16 554 | −2,90 | 464 | 4,04 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 9 071 | 0,00 | 254 | 7,17 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75 144 | −3,34 | 2 108 | 3,49 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 44 372 | 407,34 | 1 245 | 15,40 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 110 633 | 33,79 | 3 103 | 43,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 694 | 31,19 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 23 297 | −3,47 | 653 | 3,32 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 325 882 | −2,68 | 9 141 | 4,18 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 426 | −54,05 | 12 | −54,17 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 75 562 | −23,22 | 2 120 | −22,30 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 34 200 | 0,00 | 959 | 7,03 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 611 333 | 2,84 | 17 148 | 10,10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 559 | 16 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 68 533 | −95,75 | 2 | −97,87 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 21 686 | −4,09 | 608 | −2,88 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | WP Advisors, LLC | 40 822 | 0,36 | 1 145 | 7,51 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 34 | −99,70 | 1 | −100,00 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 12 735 | 0,00 | 364 | 14,51 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 236 356 | 2,74 | 6 630 | 22,90 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 87 152 | 23,96 | 2 445 | 32,75 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 90 766 | 59,69 | 2 546 | 70,92 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 389 788 | −38,58 | 10 934 | −34,24 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 86 532 | 2 427 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 247 | 231 | ||||||
| 2025-07-16 | 13F | Old Port Advisors | 10 073 | −0,29 | 283 | 6,82 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 976 | 0,33 | 448 | 7,43 | ||||
| 2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 9 282 | 0,00 | 264 | 8,23 | ||||
| 2025-04-16 | 13F | Ferguson Wellman Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Lindenwold Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 191 307 | −15,39 | 5 366 | −9,42 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 261 445 | 12,20 | 7 334 | 20,13 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 13 175 | 0,24 | 370 | 7,27 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 89 944 | −0,50 | 2 523 | 6,50 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 350 | −46,73 | 10 | −47,06 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 8 150 | 0,33 | 229 | 7,55 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 7 875 | 0,00 | 221 | 6,80 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 6 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 927 | −27,88 | 389 | −22,97 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 9 810 | −9,83 | 275 | −3,51 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11 879 | 0,36 | 333 | 7,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 136 828 | 16,71 | 3 838 | 24,98 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17 831 | 21,82 | 500 | 30,55 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 8 424 | −2,55 | 236 | 4,42 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 46 211 | −79,66 | 1 296 | −78,23 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 7 680 | 0,00 | 215 | 6,97 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 456 130 | 92 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 40 017 | −1,39 | 1 122 | 5,55 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 5 184 | 0,00 | 145 | 7,41 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 41 462 | 60,45 | 1 163 | 71,79 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24 690 | 693 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 383 617 | −44,97 | 11 | −44,44 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 60 368 | 546,68 | 1 693 | 593,85 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 7 566 | 4,14 | 212 | 11,58 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 255 934 | 0,81 | 7 179 | 7,92 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 26 635 | −4,08 | 747 | 2,75 | ||||
| 2025-08-04 | 13F | Balentine LLC | 114 | 0,00 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18 687 | 0,22 | 524 | 7,38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 208 455 | −16,61 | 6 | −16,67 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 728 | 0,00 | 48 | 6,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 183 608 | 16,84 | 5 | 25,00 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9 517 | 0,00 | 267 | 9,92 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 20 382 | 0,00 | 572 | 6,93 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 272 675 | 2,97 | 7 649 | 10,23 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 7 390 | 207 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 197 497 | −10,39 | 61 640 | −4,07 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 3 948 | −1,30 | 111 | 5,77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 94 182 | −1,51 | 2 642 | 5,43 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 94 923 | −17,58 | 2 663 | −11,77 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 458 | −4,46 | 209 | 2,45 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 61 672 | 0,01 | 1 730 | 7,06 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 145 | 4 | ||||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 38 479 | −19,19 | 1 079 | −13,47 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 14 997 | 0,00 | 421 | 7,14 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 25 428 | 94,58 | 723 | 111,40 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 143 819 | −1,21 | 4 034 | 5,77 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 9 572 | 4,48 | 268 | 11,67 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 90 254 | −6,00 | 2 532 | 0,64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 784 723 | 1,67 | 22 011 | 8,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 283 | 106,58 | 457 | 121,36 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 76 718 | 4,45 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 272 223 | 25,25 | 288 136 | 34,09 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 89 537 | −1,89 | 2 512 | 12,96 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 520 046 | 1,96 | 14 587 | 9,17 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 121 596 | 3 966,76 | 3 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 480 | 0,00 | 13 | 8,33 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 34 154 | −4,28 | 958 | 2,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 562 | −33,29 | 268 | −28,53 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 723 | 0,00 | 20 | 11,11 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 20 571 | −3,92 | 577 | 3,04 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 504 124 | 3,94 | 14 141 | 11,28 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 56 433 | 0,19 | 1 583 | 7,25 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 35 930 | 9,12 | 1 008 | 16,82 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 34 389 | −8,01 | 965 | −1,53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 213 256 | 38,25 | 5 982 | 48,00 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 7 340 | −8,40 | 206 | −1,91 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 026 491 | −5,30 | 28 793 | 1,38 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 60 846 | −1,12 | 1 707 | 5,83 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 135 474 | 0,09 | 3 800 | 7,16 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 42 145 | 1 168 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 28 149 | −4,06 | 1 | |||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 24 340 | −1,02 | 683 | 5,90 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 129 297 | 6,52 | 3 627 | 14,03 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 23 558 | −5,19 | 661 | 1,38 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 127 483 | 0,35 | 3 576 | 7,42 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 149 437 | −7,71 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 456 | 0,00 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 92 257 | 149,86 | 2 588 | 167,53 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 136 461 | −0,98 | 3 900 | 8,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29 140 | 0,07 | 817 | 7,22 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 88 693 | 23,51 | 2 488 | 32,22 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 123 576 | 2 033,93 | 3 466 | 2 195,36 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 514 169 | 11,52 | 14 422 | 19,40 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 24 648 | −8,53 | 691 | −2,12 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 337 235 | 1,24 | 37 509 | 8,39 | ||||
| 2025-08-07 | 13F | Nwam Llc | 29 338 | 10,02 | 848 | 21,35 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 85 469 | 44,15 | 2 397 | 54,35 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 111 569 | −2,15 | 3 130 | 4,75 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 1 410 | −81,03 | 40 | −79,90 | ||||
| 2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 6 181 | −18,93 | 158 | −74,64 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 31 655 | 5,65 | 888 | 21,84 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 13 694 | −1,06 | 384 | 6,08 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 25 761 | 40,49 | 723 | 50,42 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 65 776 | −2,26 | 1 845 | 4,65 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 68 729 | −0,25 | 1 928 | 6,76 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 126 749 | −0,33 | 3 555 | 6,72 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 172 087 | 5,39 | 4 828 | 12,83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 33 166 | 5,80 | 930 | 13,28 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 57 427 | −7,52 | 1 611 | −0,98 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 57 929 | −0,43 | 1 625 | 6,56 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 651 | 0,00 | 18 | 5,88 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17 715 | 124,44 | 497 | 140,78 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 66 966 | 0,00 | 1 878 | 7,07 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 188 453 | −1,31 | 5 286 | 5,78 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 24 879 | 0,48 | 698 | 7,56 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 11 383 | 0,36 | 319 | 7,41 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 26 779 | 9,89 | 751 | 17,71 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 31 715 | −2,53 | 890 | 4,34 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 15 702 | −68,40 | 440 | −66,21 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 47 547 | −3,58 | 1 334 | 3,25 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 100 136 | −1,22 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 14 900 | 0,00 | 418 | 6,92 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 27 710 | −14,96 | 777 | −8,91 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 276 453 | −3,60 | 7 755 | 3,21 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 465 | 0,00 | 13 | 8,33 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 10 143 | −7,62 | 285 | −1,05 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 153 828 | −13,65 | 4 315 | −7,56 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 515 | 211 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14 481 | 411 | ||||||
| 2025-07-15 | 13F | Cordant, Inc. | 1 089 | 0,00 | 31 | 7,14 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 64 821 | 1 818 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 102 229 | 1,69 | 2 868 | 8,89 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 53 464 | −2,81 | 1 500 | 4,02 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 35 041 | 267,73 | 983 | 294,38 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 155 743 | 1,85 | 4 369 | 9,04 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34 022 | 2,56 | 954 | 9,78 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 26 940 | −78,52 | 756 | −77,02 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 621 438 | 19,14 | 17 431 | 27,56 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 10 702 | −2,08 | 0 | |||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 54 659 | −0,46 | 1 559 | 18,03 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 5 760 | 0,00 | 162 | 7,33 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30 385 | 1,09 | 852 | 8,26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 40 | 1 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 138 | 4 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 8 100 | 0,04 | 227 | 7,08 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 35 803 | −50,67 | 1 004 | −47,19 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 443 080 | 4,33 | 12 428 | 11,70 | ||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 9 654 | 0,00 | 271 | 7,14 | ||||
| 2025-07-16 | 13F | Moneywise, Inc. | 160 526 | −15,52 | 4 503 | −9,56 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 5 426 | 0,00 | 152 | 7,04 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 384 713 | 3,16 | 10 791 | 10,44 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 12 819 | −37,83 | 360 | −33,52 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 763 | 21 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 486 504 | −2,43 | 13 646 | 4,45 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 14 213 | −2,72 | 399 | 4,19 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 650 802 | 4,91 | 18 255 | 12,32 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 502 | 25 000,00 | 14 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 22 653 | 3,17 | 635 | 10,43 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 65 091 | −0,10 | 1 826 | 6,91 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 61 525 | 2,15 | 1 726 | 9,32 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 78 409 | −10,83 | 2 199 | −4,52 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 962 | 0,07 | 504 | 7,02 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 355 046 | −17,15 | 9 959 | −11,29 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 350 577 | −0,77 | 9 834 | 6,23 | ||||
| 2025-07-29 | 13F | Creekside Partners | 142 555 | 12,96 | 3 999 | 20,93 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 375 | 0,00 | 11 | 11,11 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 691 444 | 3,40 | 19 395 | 10,70 | ||||
| 2025-07-31 | 13F | Harbour Investment Management Llc | 12 164 | 0,00 | 341 | 7,23 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 959 860 | 3,93 | 26 924 | 11,27 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7 512 | 211 | ||||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 849 087 | 0,21 | 23 817 | 7,28 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 102 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 099 | 115 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 39 235 | −6,27 | 1 101 | 0,46 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 25 200 | −1,00 | 707 | 6,01 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 91 242 | −3,42 | 2 559 | 3,39 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 54 230 | −3,04 | 1 521 | 3,82 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 14 759 | −0,69 | 414 | 6,43 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 74 145 | 13,20 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 462 320 | 6,81 | 12 968 | 14,36 | ||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 160 615 | −0,81 | 4 505 | 6,20 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 16 289 | −6,18 | 457 | 0,44 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 27 271 | −3,27 | 765 | 3,52 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 11 943 | 2,74 | 335 | 9,87 | ||||
| 2025-08-14 | 13F | Beck Mack & Oliver Llc | 9 167 | 0,00 | 257 | 7,08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 38 610 | 0,51 | 1 083 | 7,65 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 9 000 | 0,00 | 252 | 7,23 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 31 899 | −5,46 | 1 | |||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1 079 465 | 2,71 | 30 279 | 9,96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 11 480 | 0,01 | 322 | 7,33 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3 000 | 0,00 | 84 | 7,69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 19 415 | 545 | ||||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 25 696 | −3,51 | 721 | 2,86 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 36 567 | −0,55 | 1 026 | 6,44 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 216 | −56,10 | 6 | −50,00 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 83 791 | −55,17 | 2 350 | −52,01 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 225 594 | −1,71 | 6 328 | 5,22 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 50 112 | 1 406 | ||||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 7 722 | 0,00 | 217 | 6,93 |
