SCHM - Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
US ˙ ARCA ˙ US8085245087

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 −4,96% MRQ
Institutionella aktier (lång) 278 369 080 (ex 13D/G) - change of −1,39MM shares −0,50% 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 18, 2025 is 30,09 / share. Previously, on September 19, 2024, the share price was 27,68 / share. This represents an increase of 8,71% over that period.

SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF Institutional Ownership
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.

SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF Historical Put/Call Ratio
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 för att låsa upp premiumdata och exportera till Excel .

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
2025-08-08 13F ProVise Management Group, LLC 397 225 −7,60 11 142 −1,07
2025-07-17 13F Summit Financial Strategies, Inc. 1 813 315 −3,89 50 863 2,90
2025-07-21 13F Ameritas Advisory Services, LLC 25 886 −73,82 726 −72,83
2025-07-31 13F Gill Capital Partners, Llc 218 058 −0,35 6 117 6,68
2025-07-10 13F Pachira Investments Inc. 18 133 0,66 509 7,86
2025-07-15 13F Attessa Capital LLC 0 −100,00 0
2025-08-15 13F Orcam Financial Group 100 817 0,12 2 828 7,16
2025-08-13 13F Options Solutions, Llc 15 000 0,00 421 6,87
2025-07-29 13F Kelman-Lazarov, Inc. 50 680 23,31 1 422 32,06
2025-07-31 13F Oak Harbor Wealth Partners, Llc 1 560 0,00 44 7,50
2025-09-09 13F Cambridge Financial Group, LLC 99 563 48,93 2 793 59,54
2025-07-18 13F Naples Global Advisors, Llc 39 240 −0,03 1 101 7,00
2025-08-06 13F Modera Wealth Management, LLC 792 760 −5,78 22 237 0,87
2025-08-06 13F Vantage Financial Partners, LLC 88 039 −2,40 2 470 4,49
2025-08-14 13F Ruggaard & Associates LLC 20 819 −2,92 584 3,92
2025-08-12 13F Peachtree Investment Partners, LLC 219 0,46 6 20,00
2025-08-14 13F Lazard Asset Management Llc 53 604 0,00 2 0,00
2025-08-05 13F Plante Moran Financial Advisors, LLC 626 183 289,90 17 564 317,49
2025-07-17 13F SWS Partners 75 247 2,46 2 111 9,67
2025-05-14 13F Heritage Wealth Partners, LLC 15 007 0,30 393 −5,07
2025-07-25 13F Atria Wealth Solutions, Inc. 29 089 −8,16 823 −0,72
2025-08-07 13F HC Advisors, LLC 101 844 −0,76 2 857 6,25
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 10 248 −2,85 287 3,99
2025-08-08 13F Empower Advisory Group, LLC 8 706 −5,96 244 0,83
2025-08-08 13F Chandler Asset Management, Inc. 54 117 0,36 1 518 7,44
2025-07-29 13F Flavin Financial Services, Inc. 8 152 −34,28 229 −29,63
2025-08-05 13F Bank Of Montreal /can/ 14 194 6,55 398 14,04
2025-08-06 13F Rialto Wealth Management, LLC 35 649 0,04 1 000 7,07
2025-08-19 13F Advisory Services Network, LLC 90 620 2 590
2025-07-24 13F Lee Financial Co 330 387 2,08 9 267 9,28
2025-07-31 13F Brighton Jones Llc 30 694 34,38 861 43,81
2025-08-13 13F M&t Bank Corp 13 818 −9,46 388 −3,01
2025-07-08 13F Boltwood Capital Management 84 779 7,35 2 378 14,93
2025-08-07 13F Alliance Wealth Management Group 388 625 6,69 10 901 14,22
2025-07-31 13F Leavell Investment Management, Inc. 369 685 −2,82 10 370 4,03
2025-08-18 13F/A National Bank Of Canada /fi/ 651 0,00 18 5,88
2025-06-17 13F Howe & Rusling Inc 0 −100,00 0
2025-05-14 13F Van Hulzen Asset Management, LLC 0 −100,00 0
2025-07-16 13F Kiley Juergens Wealth Management, Llc 11 999 0,10 337 7,01
2025-08-07 13F Apeiron RIA LLC 9 538 −0,83 268 6,37
2025-08-12 13F Putnam Fl Investment Management Co 27 034 −8,65 758 −2,19
2025-07-23 13F Elevate Wealth Advisory, Inc 789 22
2025-08-14 13F Staley Capital Advisers Inc 67 378 −0,07 1 890 6,96
2025-08-14 13F Bank Of America Corp /de/ 902 583 −13,32 25 317 −7,20
2025-07-24 13F Bernard Wealth Management Corp. 302 537 −1,52 8 486 5,43
2025-08-06 13F Atlantic Union Bankshares Corp 21 304 598
2025-08-08 13F Pnc Financial Services Group, Inc. 92 112 0,16 2 584 7,22
2025-07-18 13F TruNorth Capital Management, LLC 14 0
2025-07-14 13F Ridgewood Investments LLC 342 0,00 10 12,50
2025-07-22 13F White & Co Financial Planning Inc 433 386 2,48 12 113 9,45
2025-07-15 13F GSB Wealth Management, LLC 655 7,20 17 0,00
2025-06-24 NP MWFQX - MainStay Equity ETF Allocation Fund Class R3 38 543 −17,87 985 −74,15
2025-07-30 13F Mid-American Wealth Advisory Group, Inc. 1 500 42
2025-08-01 13F Rossby Financial, LCC 43 −73,12 1 −75,00
2025-08-11 13F Traub Capital Management LLC 3 120 88
2025-07-17 13F Financial Designs Corp 8 430 236
2025-08-14 13F Creegan & Nassoura Financial Group, LLC 20 340 0,00 571 7,14
2025-08-14 13F Financial Engines Advisors L.L.C. 60 352 324 2,70 1 692 883 9,95
2025-07-24 13F Mengis Capital Management, Inc. 164 800 −1,96 4 623 4,95
2025-07-28 13F Nadler Financial Group, Inc. 361 614 −0,21 10 143 6,84
2025-08-07 13F Winthrop Capital Management, LLC 65 912 −11,51 2 0,00
2025-08-14 13F Mercer Global Advisors Inc /adv 1 578 380 −1,79 44 274 5,14
2025-08-12 13F North Star Asset Management Inc 363 085 −1,06 10 185 5,93
2025-07-15 13F Revisor Wealth Management LLC 7 511 217
2025-08-01 13F Centerpoint Advisors, LLC 84 000 0,00 2 0,00
2025-07-01 13F Bush Investment Group, Llc 361 512 −2,29 10 140 4,61
2025-08-01 13F Biltmore Family Office, LLC 22 005 0,00 617 7,12
2025-07-18 13F Consolidated Portfolio Review Corp 44 959 −0,32 1 261 6,77
2025-07-25 13F Hazlett, Burt & Watson, Inc. 261 −18,69 0
2025-08-29 13F Total Investment Management Inc 7 284 204
2025-08-18 13F Front Row Advisors LLC 17 284 −4,95 485 1,68
2025-08-13 13F Strategic Financial Planning, Inc. 79 624 −0,26 2 233 6,79
2025-04-11 13F Safeguard Financial, LLC 106 296 −5,39 2 785 −10,57
2025-08-12 13F Founders Financial Alliance, LLC 0 −100,00 0
2025-08-07 13F Kestra Private Wealth Services, Llc 12 177 −11,88 342 −5,80
2025-08-14 13F Wells Fargo & Company/mn 511 296 4,34 14 342 11,70
2025-07-11 13F Capital Advantage, Inc. 47 670 −76,03 1 337 −75,73
2025-07-24 13F Morton Brown Family Wealth, LLC 2 880 0,00 81 6,67
2025-08-06 13F Reston Wealth Management Llc 182 999 8,94 5 133 16,63
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 393 0,00 11 10,00
2025-07-22 13F Valley National Advisers Inc 388 095 −2,26 11 0,00
2025-08-19 13F Asset Dedication, LLC 4 689 62,31 132 74,67
2025-08-11 13F FineMark National Bank & Trust 29 317 −4,49 822 2,24
2025-08-14 13F RMB Capital Management, LLC 916 099 −1,72 25 697 5,22
2025-08-07 13F Cahill Financial Advisors Inc 59 819 −9,41 1 678 −3,06
2025-08-11 13F Atlantic Private Wealth, LLC 217 0,46 6 20,00
2025-07-15 13F EWG Elevate Inc. 31 382 −3,53 880 3,29
2025-07-31 13F Jackson Hole Capital Partners, LLC 1 650 0,00 46 6,98
2025-07-15 13F Burns Matteson Capital Management, LLC 35 060 −0,08 983 6,96
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-07-29 13F Liberty Square Wealth Partners Llc 167 791 −17,56 4 707 −11,74
2025-07-28 13F Harbour Investments, Inc. 39 824 −5,32 1 117 1,36
2025-08-13 13F Grantvest Financial Group LLC 35 756 −2,64 1 003 4,16
2025-08-14 13F CoreCap Advisors, LLC 4 284 6,17 120 13,33
2025-07-17 13F LexAurum Advisors, LLC 362 032 31,64 10 155 40,94
2025-08-14 13F Citadel Advisors Llc Put 0 −100,00 0
2025-04-11 13F Davis Capital Management 4 845 0,00 127 −5,97
2025-07-30 13F/A KPP Advisory Services LLC 20 743 1,64 582 8,80
2025-08-12 13F Holderness Investments Co 38 334 2,48 1 075 9,69
2025-04-09 13F Worth Asset Management, LLC 0 −100,00 0
2025-07-15 13F MCF Advisors LLC 65 493 146,33 1 837 163,94
2025-08-07 13F Curtis Advisory Group, LLC 17 544 14,11 492 22,39
2025-08-13 13F Level Four Advisory Services, Llc 17 851 −2,43 501 4,38
2025-08-14 13F Operose Advisors LLC 3 280 0,37 92 7,06
2025-09-09 13F NWF Advisory Services Inc. 12 867 5,15 361 12,50
2025-07-22 13F Wealthcare Advisory Partners LLC 119 336 66,79 3 347 78,60
2025-06-05 13F/A Osterweis Capital Management Inc 161 −40,07
2025-08-14 13F Aspen Grove Capital, LLC 71 240 −4,37 1 998 2,41
2025-08-19 13F Cape Investment Advisory, Inc. 206 863 −1,41 5 803 5,55
2025-07-21 13F Tilia Fiduciary Partners, Inc. 15 210 −0,41 427 6,50
2025-07-17 13F Leverty Financial Group, LLC 15 038 −70,17 422 −68,11
2025-08-05 13F Oakwell Private Wealth Management, LLC 18 063 0,00 507 6,98
2025-07-21 13F Warner Financial, Inc 51 265 −8,28 1 0,00
2025-07-22 13F Miracle Mile Advisors, LLC 115 204 −4,89 3 231 1,83
2025-07-22 13F Merit Financial Group, LLC 214 398 89,45 6 014 102,80
2025-07-29 13F Stordahl Capital Management, Inc. 19 476 −0,83 546 6,23
2025-07-21 13F Investment Planning Advisors, Inc. 8 061 226
2025-08-14 13F Advisor OS, LLC 10 261 −0,53 288 6,30
2025-08-14 13F Main Street Financial Solutions, LLC 296 663 3,43 8 321 10,74
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-07-14 13F Painted Porch Advisors LLC 87 0,00 2 0,00
2025-07-23 13F Country Club Bank /gfn 12 000 −20,00 335 −14,54
2025-08-14 13F Ieq Capital, Llc 47 868 17,21 1 343 25,54
2025-07-24 13F Blair William & Co/il 38 962 126,14 1 093 142,13
2025-08-04 13F BLB&B Advisors, LLC 1 247 966 −10,08 35 005 −3,73
2025-08-14 13F IHT Wealth Management, LLC 116 949 −6,43 3 280 0,18
2025-08-12 13F MAI Capital Management 533 816 −22,51 14 974 −17,04
2025-07-09 13F Keystone Wealth Services, LLC 11 687 0,04 328 6,86
2025-07-23 13F Ironwood Financial, llc 67 463 0,00 1 768 0,00
2025-07-10 13F Redhawk Wealth Advisors, Inc. 30 486 −0,15 855 7,01
2025-08-13 13F Russell Investments Group, Ltd. 3 359 37,44 94 46,88
2025-08-15 13F CI Private Wealth, LLC 1 289 510 97,80 36 187 111,87
2025-08-11 13F Blue Bell Private Wealth Management, Llc 139 321 −0,01 3 908 7,04
2025-07-16 13F True North Advisors, LLC 97 978 −16,29 2 748 −10,37
2025-07-17 13F XY Planning Network, Inc. 11 664 10,17 327 18,05
2025-07-22 13F Red Door Wealth Management, LLC 81 936 −0,61 2 298 6,44
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-07-28 13F Fairman Group, LLC 4 918 0,16 138 −20,35
2025-07-28 13F Mutual Advisors, LLC 31 137 −1,04 906 13,39
2025-08-27 13F Seneca Financial Advisors LLC 596 091 29,23 16 720 38,36
2025-07-23 13F Arcataur Capital Management LLC 141 545 −0,53 3 970 6,49
2025-07-18 13F Magnolia Private Wealth, LLC 0 −100,00 0
2025-07-30 13F Castle Wealth Management Llc 16 485 −1,43 462 5,48
2025-08-13 13F Advocacy Wealth Management Services, LLC 1 489 605 −0,81 41 783 6,19
2025-08-14 13F Hurley Capital, LLC 2 632 0,34 74 7,35
2025-07-30 13F Brookstone Capital Management 200 581 3,82 5 626 11,16
2025-05-08 13F Baker Avenue Asset Management, LP 0 −100,00 0
2025-08-12 13F LPL Financial LLC 1 634 298 −0,88 45 842 6,12
2025-08-12 13F Fortis Capital Management LLC 364 647 6,05 10 228 13,54
2025-08-25 13F Silverlake Wealth Management Llc 31 222 876
2025-08-14 13F Rock Point Advisors, LLC 7 203 202
2025-07-21 13F Whelan Financial 16 748 −1,94 470 4,92
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-15 13F Chapman Financial Group, Llc 18 100 −23,92 508 −23,07
2025-08-07 13F Commerce Bank 36 065 0,00 1 012 7,10
2025-08-05 13F Towercrest Capital Management 388 625 6,69 10 901 14,22
2025-08-14 13F Colony Group, LLC 610 602 −4,70 17 127 2,03
2025-08-14 13F Mendel Capital Management LLC 17 565 −3,17 493 3,58
2025-08-13 13F Quadrant Capital Group Llc 44 541 11,56 1 249 19,41
2025-08-11 13F United Capital Financial Advisers, Llc 99 131 2,16 2 781 9,36
2025-07-14 13F GAMMA Investing LLC 73 2
2025-08-13 13F Harfst & Associates, Inc. 24 986 −0,23 701 6,71
2025-08-14 13F Ausdal Financial Partners, Inc. 279 214 0,21 7 832 7,27
2025-07-09 13F Bulwark Capital Corp 2 059 58
2025-07-11 13F Busey Wealth Management 11 973 0,00 336 7,03
2025-08-14 13F Evergreen Capital Management Llc 42 068 1 180
2025-08-13 13F Townsquare Capital Llc 0 −100,00 0
2025-07-18 13F Northeast Financial Group, Inc. 843 993 2,84 23 674 10,11
2025-07-25 13F Lawson Kroeker Investment Management Inc/ne 12 572 353
2025-08-11 13F One Capital Management, LLC 44 997 −7,13 1 262 −0,55
2025-08-12 13F Marietta Investment Partners Llc 8 080 −4,34 227 2,26
2025-08-08 13F Wall Street Access Asset Management, LLC 8 175 0,00 229 7,01
2025-07-23 13F West Paces Advisors Inc. 29 147 100,32 818 114,44
2025-08-15 13F Kestra Advisory Services, LLC 136 229 5,76 3 821 13,25
2025-08-19 13F National Asset Management, Inc. 15 561 −62,73 436 −62,32
2025-08-14 13F Prestige Wealth Management Group LLC 11 737 −7,34 329 −0,60
2025-07-08 13F Juncture Wealth Strategies, Llc 97 451 −31,55 2 734 −26,71
2025-08-11 13F HHM Wealth Advisors, LLC 499 560 −1,25 14 013 5,73
2025-07-24 13F Stonebridge Financial Group, LLC 38 117 2,59 1 069 9,87
2025-08-12 13F Zacks Investment Management 8 426 −0,87 236 6,31
2025-07-31 13F Prentice Wealth Management LLC 100 812 2,47 2 828 9,70
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-04-15 13F Noble Wealth Management PBC 1 077 0,00 28 −3,45
2025-08-04 13F Pinnacle Associates Ltd 120 519 −10,53 3 381 −4,22
2025-08-12 13F NFP Retirement, Inc. 66 013 −12,60 1 852 −6,42
2025-07-28 13F Triton Wealth Management, PLLC 11 523 −25,19 333 −25,50
2025-08-11 13F Brown Wealth Management, Llc 248 285 15,33 6 964 23,48
2025-07-10 13F Sharkey, Howes & Javer 47 082 −7,00 1 321 −0,45
2025-05-12 13F Sandy Spring Bank 12 814 0,16 336 −5,37
2025-07-24 13F Ulland Investment Advisors, LLC 85 729 −8,97 2 0,00
2025-08-13 13F Rsm Us Wealth Management Llc 107 342 19,39 3 011 27,81
2025-07-28 13F Smart Portfolios, LLC 18 925 4,21 531 11,58
2025-07-24 13F Von Berge Wealth Management Group, LLC 116 818 0,34 3 376 14,05
2025-08-07 13F Parkside Financial Bank & Trust 30 000 0,00 842 7,00
2025-07-25 13F Apollon Financial, LLC 128 388 −2,73 3 601 4,14
2025-07-10 13F American Financial Advisors, LLC 10 929 0,68 307 7,75
2025-07-30 13F Pacific Sun Financial Corp 33 576 −0,59 942 6,45
2025-07-30 13F Whittier Trust Co Of Nevada Inc 362 872 −5,28 10 175 1,36
2025-07-22 13F DAVENPORT & Co LLC 408 221 −73,55 11 451 −71,69
2025-08-14 13F Financial Advisory Service, Inc. 559 901 2,49 15 705 9,73
2025-07-28 13F Cornerstone Wealth Group, LLC 58 208 −12,96 1 633 −6,85
2025-09-04 13F/A Advisor Group Holdings, Inc. 351 018 −9,29 9 848 −2,89
2025-08-14 13F Mml Investors Services, Llc 386 854 −1,47 11 0,00
2025-08-14 13F Sunbelt Securities, Inc. 246 968 1,23 6 843 7,06
2025-07-17 13F Kavar Capital Partners Group, Llc 313 097 6,44 8 782 13,95
2025-08-13 13F Cary Street Partner Investment Advisory Llc 0 −100,00 0
2025-07-23 13F Sachetta, LLC 28 060 0,01 787 7,07
2025-08-04 13F Pensionmark Financial Group, Llc 0 −100,00 0
2025-07-21 13F Pflug Koory, LLC 5 091 5,49 143 12,70
2025-07-22 13F D.B. Root & Company, LLC 58 091 −13,91 1 629 −7,81
2025-08-11 13F Wescott Financial Advisory Group, LLC 108 142 −1,17 3 033 5,83
2025-07-23 13F Kingswood Wealth Advisors, Llc 86 193 8,45 2 418 16,09
2025-08-08 13F Condor Capital Management 38 932 −0,56 1 092 6,54
2025-08-13 13F Milestone Investment Advisors LLC 342 460 −8,71 9 606 −2,27
2025-09-03 13F American Trust 7 594 213
2025-05-13 13F Quadrature Capital Ltd 0 −100,00 0
2025-08-14 13F/A Rockefeller Capital Management L.P. 386 402 1,31 10 839 8,47
2025-08-12 13F Jpmorgan Chase & Co 565 596 2,33 15 865 9,56
2025-08-14 13F Ameriprise Financial Inc 1 645 070 −9,61 46 145 −3,22
2025-07-15 13F North Star Investment Management Corp. 1 589 0,32 45 7,32
2025-08-14 13F Engineers Gate Manager LP 42 030 40,48 1 179 50,45
2025-08-04 13F Simon Quick Advisors, Llc 20 742 0,18 582 7,20
2025-08-01 13F Motco 11 545 468,16 330 520,75
2025-08-13 13F Congress Wealth Management LLC / DE / 228 624 −0,80 6 413 5,74
2025-08-12 13F Bokf, Na 4 149 −14,47 116 −8,66
2025-07-09 13F Brand Asset Management Group, Inc. 275 225 −2,15 7 720 4,76
2025-07-14 13F Cathy Pareto & Associates, Inc 178 864 3,84 5 017 11,19
2025-07-03 13F Garde Capital, Inc. 168 0,00 5 0,00
2025-07-15 13F Td Private Client Wealth Llc 18 182 −27,92 510 −22,73
2025-07-31 13F Heirloom Wealth Management 7 748 −0,01 217 6,90
2025-07-16 13F ORG Partners LLC 1 680 0,00 48 6,82
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 352 121 −0,78 9 877 2,65
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 58 449 0,00 1 639 7,05
2025-07-15 13F James J. Burns & Company, LLC 237 222 6,42 6 654 13,94
2025-08-06 13F Texas Yale Capital Corp. 177 594 −21,23 4 982 −15,68
2025-08-11 13F Citigroup Inc 2 484 −41,80 70 −37,84
2025-07-17 13F Albion Financial Group /ut 9 492 −1,29 266 5,98
2025-07-28 13F BRYN MAWR TRUST Co 2 400 0,00 67 8,06
2025-08-13 13F Continuum Advisory, LLC 16 005 2 113,69 449 2 388,89
2025-08-06 13F Decker Retirement Planning Inc. 384 11
2025-07-23 13F Prime Capital Investment Advisors, LLC 2 066 956 −30,47 57 978 −25,56
2025-08-05 13F GHP Investment Advisors, Inc. 39 711 −0,93 1 114 6,00
2025-08-14 13F Valley Forge Investment Consultants Inc Adv 276 753 4,45 7 763 11,83
2025-07-30 13F Blume Capital Management, Inc. 1 050 0,00 29 7,41
2025-07-25 13F NorthRock Partners, LLC 59 607 −2,64 1 672 4,18
2025-08-12 13F Archer Investment Corp 291 −76,57 8 −75,00
2025-07-22 13F Highland Capital Management, Llc 11 190 0,00 314 6,83
2025-08-12 13F Atlas Capital Advisors Llc 98 983 −19,08 2 776 −13,36
2025-07-22 13F Steele Capital Management, Inc. 147 879 0,00 4 148 7,07
2025-08-13 13F Colonial Trust Advisors 9 910 0,00 278 6,95
2025-08-25 13F Hilltop Partners LLC 32 918 −2,18 923 4,77
2025-07-23 13F Columbus Macro, LLC 144 528 4,81 4 054 12,24
2025-09-12 13F/A Valeo Financial Advisors, LLC 54 026 1 515
2025-07-22 13F Blue Square Asset Management, Llc 237 872 −0,77 6 672 6,24
2025-07-17 13F Fifth Third Securities, Inc. 408 154 −1,07 11 449 5,91
2025-08-14 13F Clarity Capital Advisors, LLC 8 730 0,36 245 7,49
2025-08-14 13F Fort Point Capital Partners LLC 90 723 25,96 2 545 34,82
2025-07-25 13F Evolution Advisers, Inc. 4 191 0,00 0
2025-05-15 13F Glenmede Trust Co Na 8 634 43,33 226 36,14
2025-07-31 13F Perissos Private Wealth Management, LLC 16 854 0,10 473 7,03
2025-08-13 13F Berkshire Asset Management Llc/pa 655 207 0,06 18 379 6,23
2025-07-18 13F Vicus Capital 19 685 −1,48 552 5,54
2025-07-28 13F RFG Advisory, LLC 21 777 −32,04 611 −27,29
2025-08-08 13F Avantax Advisory Services, Inc. 35 833 −4,82 1 005 1,93
2025-07-29 13F Ballast, Inc. 74 987 2 103
2025-07-23 13F Clear Creek Financial Management, LLC 374 178 34,96 10 496 44,50
2025-07-17 13F Youngs Advisory Group, Inc. 358 515 −1,05 10 057 5,95
2025-05-02 13F Napatree Capital Llc 62 169 −37,12 1 629 −40,56
2025-07-31 13F Carnegie Capital Asset Management, LLC 7 212 202
2025-07-02 13F Central Pacific Bank - Trust Division 57 0,00 2 0,00
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 0 −100,00 0
2025-08-08 13F Flaharty Asset Management, LLC 0 −100,00 0
2025-07-29 13F Arista Wealth Management, LLC 24 042 0,00 674 7,15
2025-07-15 13F Five Pine Wealth Management 33 147 −0,82 930 6,17
2025-07-28 13F Morris Financial Concepts, Inc. 2 400 −19,38 67 −12,99
2025-04-28 13F Pinnacle Financial Partners Inc 13 806 200,92 383 0,26
2025-05-16 13F Coppell Advisory Solutions LLC 0 −100,00 0
2025-08-14 13F Leisure Capital Management 90 189 −1,37 2 530 5,59
2025-08-13 13F SageView Advisory Group, LLC 24 229 −4,63 703 5,71
2025-07-11 13F Farther Finance Advisors, LLC 376 710 6,83 10 567 13,89
2025-08-14 13F Qube Research & Technologies Ltd 380 −94,72 11 −94,68
2025-07-29 13F Altus Wealth Group LLC 14 648 −1,68 411 5,13
2025-08-01 13F Bessemer Group Inc 27 0
2025-07-17 13F K2 Financial Inc. 33 537 8,31 946 27,84
2025-08-07 13F Panoramic Investment Advisors, Llc 64 026 12,33 1 796 20,23
2025-08-14 13F Headinvest, Llc 10 555 0,00 296 7,25
2025-07-10 13F Exchange Traded Concepts, Llc 16 555 464
2025-07-21 13F DHJJ Financial Advisors, Ltd. 197 279 −6,14 5 534 0,49
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-07-11 13F Great Waters Wealth Management 36 841 −2,16 1 033 4,77
2025-07-14 13F Argent Capital Management Llc 0 −100,00 0 −100,00
2025-08-14 13F Alliancebernstein L.p. 50 140 0,39 1 406 7,49
2025-08-06 13F Walkner Condon Financial Advisors LLC 7 314 −9,86 205 −3,30
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