Grundläggande statistik
| Institutionella ägare | 477 total, 477 long only, 0 short only, 0 long/short - change of 3,46% MRQ |
| Genomsnittlig portföljallokering | 1.1587 % - change of −3,25% MRQ |
| Institutionella aktier (lång) | 373 424 366 (ex 13D/G) - change of 8,04MM shares 2,20% MRQ |
| Institutionellt värde (lång) | $ 9 251 112 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF (US:SCHR) har 477 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 373,424,366 aktier. Största aktieägare inkluderar Charles Schwab Investment Management Inc, Royal Bank Of Canada, Ameriprise Financial Inc, Stifel Financial Corp, Jpmorgan Chase & Co, Bank Of America Corp /de/, Cornerstone Wealth Advisors, Inc., Moisand Fitzgerald Tamayo, LLC, State Street Corp, and Pacific Sage Partners, LLC .
Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF (ARCA:SCHR) 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 8, 2025 is 25,26 / share. Previously, on September 9, 2024, the share price was 25,33 / share. This represents a decline of 0,28% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 1 000 000 | 0,00 | 25 030 | 0,68 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 188 785 | 4 725 | ||||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 35 202 | 0,00 | 881 | 0,69 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 32 488 | 184,01 | 813 | 186,27 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 44 926 | −2,52 | 1 125 | −1,83 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 1 207 518 | −27,72 | 30 224 | −27,22 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 8 150 | 0,00 | 204 | 0,50 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 221 741 946 | 1,08 | 5 550 201 | 1,77 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 91 412 | 37,91 | 2 288 | 38,92 | ||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Investment Management | 4 296 | 0,00 | 108 | 0,94 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 1 175 157 | 0,68 | 29 414 | 1,36 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 79 146 | 15,43 | 1 981 | 16,26 | ||||
| 2025-07-23 | 13F | Waycross Investment Management Co | 45 646 | 0,00 | 1 143 | 0,71 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 452 546 | 11 327 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 8 312 | −5,05 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 342 715 | 38,02 | 8 578 | 38,98 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 283 377 | −15,43 | 7 093 | −14,86 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 28 217 | 706 | ||||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10 813 | 5,80 | 271 | 6,30 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 444 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 51 | 1 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 780 | −40,61 | 119 | −40,20 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 70 | −81,08 | 2 | −88,89 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 31 528 | −19,65 | 789 | −19,08 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 10 585 | 265 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 974 812 | 3,95 | 49 430 | 4,66 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 84 590 | 98,05 | 2 118 | 99,53 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 18 305 | 458 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 197 777 | 42,79 | 5 | 33,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 159 | −18,83 | 54 | −18,18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 11 678 | 292 | ||||||
| 2025-05-06 | 13F | WT Wealth Management | 260 230 | −26,49 | 6 469 | −24,76 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 9 188 | 0,00 | 230 | 0,44 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 31 655 | 792 | ||||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 587 | 15 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 34 517 | 864 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 112 092 | 17,18 | 2 806 | 18,01 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 77 769 | 9,58 | 1 947 | 10,32 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 8 650 | 7,45 | 217 | 8,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 784 | −34,32 | 70 | −34,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 264 455 | −10,64 | 6 619 | −10,03 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 60 253 | 32,96 | 1 508 | 33,93 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 43 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 24 875 | 32,82 | 623 | 33,76 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11 095 | 0,97 | 278 | 1,47 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 363 196 | 470,71 | 9 | 800,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 29 307 | 16,57 | 734 | 17,28 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 590 | 240 | ||||||
| 2025-07-17 | 13F | Crane Advisory, LLC | 1 759 046 | −0,73 | 43 554 | 0,12 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 16 924 | 0,00 | 424 | 0,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 509 983 | −7,49 | 62 825 | −6,86 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 18 689 | 51,50 | 468 | 52,61 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 222 916 | −1,46 | 5 537 | −1,37 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 13 200 | 0,29 | 330 | 0,92 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 199 290 | 43,03 | 4 988 | 44,00 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 19 595 | 0,98 | 490 | 1,66 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 612 910 | 4,89 | 15 341 | 5,61 | ||||
| 2025-08-14 | 13F | Betterment LLC | 64 231 | 1,05 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 45 480 | 1,31 | 1 138 | 1,97 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 73 323 | 39,02 | 1 835 | 39,97 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 8 656 | 217 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 133 633 | 58,35 | 3 345 | 59,47 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 21 950 | 4,90 | 549 | 5,58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 127 176 | −19,63 | 3 183 | −19,07 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22 732 | 569 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 44 080 | −9,94 | 1 103 | −9,29 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 92 757 | −70,78 | 2 322 | −70,59 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 89 704 | 6,13 | 2 226 | 6,10 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 1 134 319 | 192,89 | 28 296 | 194,77 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 69 554 | −25,89 | 1 741 | −25,42 | ||||
| 2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22 340 666 | 20,30 | 559 188 | 21,12 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Main Street Group, LTD | 242 | −34,06 | 6 | −33,33 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 126 979 | −45,45 | 3 187 | −43,91 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 790 678 | 0,99 | 19 791 | 1,69 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 124 441 | 26,81 | 3 115 | 27,68 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 371 836 | 4,72 | 9 307 | 5,44 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 150 | 41,51 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 488 | −47,13 | 112 | −46,92 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 19 561 | 1,93 | 490 | 2,52 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 11 133 | 2,30 | 279 | 2,96 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 26 429 | 127,03 | 662 | 128,72 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 8 344 | 2,71 | 209 | 3,48 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 172 446 | 1,28 | 4 316 | 1,98 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 23 424 | 40,97 | 586 | 41,89 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 604 159 | 3,90 | 40 152 | 4,61 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 11 382 | 284 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 136 | 0,00 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 11 925 | 298 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 968 | 224 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 36 | 0,00 | 0 | |||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Intermediate Bond ETF | 505 682 | 6,21 | 12 546 | 6,21 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 700 | −62,96 | 18 | −63,04 | ||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 257 547 | 5,85 | 6 446 | 6,58 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 46 625 | 5,82 | 1 167 | 6,58 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 498 190 | 17,82 | 12 470 | 18,63 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 101 913 | 1,20 | 2 551 | 1,88 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 15 064 | −91,87 | 378 | −91,71 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 201 528 | 6,42 | 5 044 | 7,16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 44 790 | −0,37 | 1 121 | 0,36 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 16 318 | 35,13 | 408 | 36,00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 212 581 | 1,44 | 5 321 | 106 300,00 | ||||
| 2025-08-01 | 13F | First National Trust Co | 1 099 895 | 3,61 | 27 530 | 4,32 | ||||
| 2025-04-29 | NP | ATACX - ATAC Rotation Fund Investor Class Shares | 512 393 | 103,72 | 12 712 | 4,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 146 726 | 13,03 | 3 673 | 13,83 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 2 | 0 | ||||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 2 627 544 | −3,14 | 65 767 | −2,48 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 704 762 | −0,85 | 17 640 | −0,16 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 18 434 | 0,14 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4 730 | 26,03 | 118 | −37,57 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 121 026 | −61,40 | 3 038 | −60,31 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 13 034 | 326 | ||||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 2 513 | 0 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 17 888 | 448 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Aggressive Allocation Fund Class I | 12 545 | −22,01 | 314 | −21,30 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 9 419 | 0,95 | 236 | 1,73 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 3 256 103 | 52,47 | 81 500 | 53,51 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 1 215 695 | −5,28 | 30 429 | −4,64 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 1 144 462 | 0,76 | 28 646 | 1,44 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 49 259 | 3,84 | 1 233 | 4,50 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 262 825 | 2,72 | 6 579 | 3,43 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 90 381 | 0,34 | 2 262 | 1,03 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 34 454 | 1,29 | 862 | 2,01 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 628 | −48,61 | 16 | −50,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 159 816 | −33,09 | 4 000 | −32,64 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 322 | 8 | ||||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 26 325 | 0,00 | 659 | 0,61 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 640 429 | 6,00 | 16 030 | 6,72 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 1 133 415 | −3,77 | 28 369 | −3,11 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 541 | 275,69 | 14 | 333,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 631 | 21,31 | 466 | 22,31 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24 136 | −0,61 | 604 | 0,17 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15 893 | 114,45 | 398 | 115,76 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 678 | 17 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 269 685 | 11,12 | 6 750 | 11,88 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 9 952 | −27,46 | 249 | −26,98 | ||||
| 2025-05-14 | 13F | Ieq Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 027 | −1,34 | 26 | 0,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 156 562 | 4,77 | 3 919 | 5,49 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Passive Capital Management, LLC. | 128 676 | 1,23 | 3 204 | 1,39 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 19 | −93,24 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 450 255 | −0,07 | 11 270 | 0,61 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 70 697 | 5,72 | 1 770 | 6,44 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 12 441 | −22,60 | 311 | −22,06 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 72 123 | −6,57 | 1 805 | −5,89 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Moderate Allocation Fund Class I | 124 436 | −50,67 | 3 115 | −50,34 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 147 736 | 0,27 | 3 698 | 0,96 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 8 331 | 0,85 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 12 580 | 0,00 | 315 | 0,64 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 14 788 | 24,84 | 370 | 25,85 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 28 529 | 714 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 76 | 2 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 452 | 154,47 | 612 | 157,14 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 21 422 | −0,85 | 533 | −0,74 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 93 456 | −2,06 | 2 339 | −1,39 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 8 199 | −2,81 | 204 | −0,49 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 23 936 | 63,03 | 599 | 64,56 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 65 986 | 20,35 | 1 637 | 20,63 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 174 175 | −4,89 | 4 360 | −4,24 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 3 470 641 | 1,43 | 86 870 | 2,13 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 88 | 2 | ||||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 87 934 | −3,92 | 2 201 | −3,30 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 46 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8 007 972 | −1,09 | 200 440 | −0,42 | ||||
| 2025-04-24 | 13F | Allspring Global Investments Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 111 598 | 0,62 | 2 793 | 1,31 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 24 412 | −3,14 | 611 | −2,40 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 632 372 | 0,01 | 15 828 | 0,70 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 113 310 | 25,57 | 2 836 | 26,44 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 23 638 | 45,78 | 592 | 46,65 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 21 292 | −0,09 | 533 | 0,57 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 260 893 | −7,92 | 6 530 | −7,28 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 78 538 | 12,92 | 1 965 | 13,66 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 532 900 | 14,29 | 13 338 | 15,07 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 34 690 | 10,13 | 868 | 9,87 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 157 342 | −81,59 | 3 938 | −81,47 | ||||
| 2025-07-17 | 13F | SWS Partners | 573 945 | 8,97 | 14 366 | 9,72 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 008 568 | −4,57 | 25 244 | −3,92 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 42 506 | 3,04 | 1 064 | 3,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 87 812 | 73,11 | 2 198 | 74,23 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 300 | 0,00 | 8 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 118 | 3 | ||||||
| 2025-08-07 | 13F | Addison Advisors LLC | 131 409 | −5,57 | 3 289 | −4,91 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 110 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 1 059 114 | −5,95 | 26 510 | −5,30 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 16 558 | −7,97 | 414 | −7,38 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 53 218 | −5,87 | 1 332 | −5,20 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 22 453 | −67,93 | 562 | −67,76 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 257 998 | −0,16 | 6 458 | 0,51 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 429 | 11 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 12 881 | −0,51 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 44 648 | 5,95 | 1 118 | 6,69 | ||||
| 2025-08-28 | NP | GPINX - GuidePath(R) Income Fund | 1 475 011 | −2,97 | 36 920 | −2,31 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 451 | 11 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 17 839 | 447 | ||||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1 061 132 | 0,86 | 26 560 | 1,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 262 535 | 8,38 | 31 601 | 9,13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 654 320 | 9 015,72 | 41 408 | 9 081,15 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40 873 | −19,20 | 1 023 | −18,62 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 25 240 | 632 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 12 312 | 0,00 | 308 | 0,65 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2 342 662 | 7,41 | 58 637 | 8,14 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 13 407 | 6,90 | 336 | 7,72 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 80 | 0,00 | 2 | 100,00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 436 | 11 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 19 337 | 18,21 | 484 | 19,21 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 19 700 | −2,48 | 493 | −1,79 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 265 354 | −0,24 | 56 203 | −0,44 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 43 146 | 0,43 | 1 080 | 1,03 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 275 878 | 6,84 | 6 905 | 7,57 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 180 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 698 569 | 11,51 | 17 422 | 11,07 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9 492 | −86,07 | 238 | −86,01 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 14 518 | −8,33 | 363 | −7,63 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 432 | −8,19 | 86 | −8,60 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 8 085 | 0,00 | 202 | 0,50 | ||||
| 2025-05-13 | 13F | Transatlantique Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 700 | 0,00 | 18 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 426 | 11 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 114 124 | −6,52 | 2 857 | −3,68 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 48 062 | 0,89 | 1 203 | 1,52 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 112 | 3 | −93,55 | |||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 12 818 | 321 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 186 543 | 103,60 | 4 669 | 105,05 | ||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 30 | 0,00 | 1 | |||||
| 2025-04-30 | 13F | Opus Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 88 635 | 1,44 | 2 219 | 2,12 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 16 864 | 418 | ||||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | HC Advisors, LLC | 813 609 | 0,14 | 20 365 | 0,82 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 21 700 | 2,05 | 543 | 2,84 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 177 509 | −1,66 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 39 595 | −1,62 | 991 | −0,90 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 40 302 | 0,09 | 1 009 | 0,70 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 44 868 | 40,76 | 1 123 | 41,79 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 48 867 | 12,33 | 1 223 | 13,14 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 10 000 | −2,91 | 250 | −2,34 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 408 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 185 | −4,21 | 55 | −3,57 | ||||
| 2025-04-17 | 13F | Asio Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16 637 | −2,76 | 416 | −2,12 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 96 092 | −38,75 | 2 405 | −38,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 66 353 | −6,39 | 1 661 | −5,79 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 883 221 | 22 107 | ||||||
| 2025-05-02 | 13F | Allen Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 127 | −99,86 | 3 | −99,86 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 332 843 | 7,49 | 8 331 | 7,19 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 440 257 | −2,69 | 11 020 | −2,03 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 174 563 | 9,53 | 4 369 | 10,27 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 70 | 2 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 143 237 | 12,46 | 3 585 | 13,23 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 26 365 | −36,04 | 657 | −35,84 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Advocate Group Llc | 261 885 | 1,66 | 6 555 | 2,34 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 61 151 | 2,37 | 1 531 | 3,03 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 3 054 | 76 | ||||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 65 947 | −0,20 | 1 651 | 0,49 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 74 268 | −28,05 | 1 859 | −27,59 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 21 333 | −1,14 | 534 | −0,56 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 468 | 0,00 | 12 | 0,00 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 106 496 | −5,69 | 2 666 | −5,06 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 861 612 | 1,90 | 21 566 | 2,60 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 30 789 | 771 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 23 582 | 42,71 | 590 | 43,90 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 242 | −81,30 | 6 | −81,25 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 444 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 97 131 | 59,99 | 2 431 | 61,10 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 152 684 | 6 230,18 | 3 822 | −0,37 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 12 070 | −18,14 | 302 | −17,49 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 490 | 0,00 | 12 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 864 333 | 0,99 | 21 634 | 1,68 | ||||
| 2025-04-14 | 13F | LexAurum Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 876 | 0,00 | 72 | 0,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 549 484 | 10,53 | 13 754 | 11,28 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 236 316 | −6,22 | 5 915 | −5,59 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 30 597 | 20,00 | 760 | 20,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 232 079 | −6,31 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 21 728 | 0,00 | 544 | 0,56 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 163 660 | 28,27 | 4 096 | 29,17 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 10 751 | 269 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 873 958 | −5,83 | 21 875 | −5,18 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 19 216 | 4,71 | 481 | 5,26 | ||||
| 2025-07-31 | 13F | Quest Partners LLC | 234 462 | 5 869 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 363 497 | 0,82 | 9 098 | 1,52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 284 | −35,19 | 207 | −34,70 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 10 929 | −5,74 | 274 | −5,21 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 758 | 44 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 11 452 | 0,00 | 287 | 0,70 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 874 | −28,71 | 22 | −30,00 | ||||
| 2025-04-10 | 13F | Apella Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 82 969 | 11,98 | 2 077 | 12,76 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 19 993 | −3,74 | 500 | −3,10 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1 037 065 | 4,05 | 25 958 | 4,76 | ||||
| 2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 526 | 0,96 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 67 129 | 7,89 | 1 680 | 8,67 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 207 045 | 4,84 | 5 182 | 5,56 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 47 130 | 143,30 | 1 180 | 145,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 693 | −86,46 | 17 | −86,61 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 706 | 632,41 | 93 | 666,67 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 17 257 | −68,14 | 432 | −67,98 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 65 626 | −1,35 | 1 643 | −0,67 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 4 306 | −5,07 | 108 | −4,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2 617 | 3,52 | 65 | 4,84 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Tran Capital Management, L.p. | 19 325 | 0,00 | 484 | 0,63 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 860 | −20,31 | 47 | −20,69 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 9 171 | 230 | ||||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 348 994 | 9,61 | 8 735 | 10,36 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 92 882 | −0,95 | 2 325 | −0,30 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 41 316 | −9,84 | 1 034 | −9,22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 211 | −9,22 | 30 | −6,25 | ||||
| 2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 13 288 | 0,96 | 0 | |||||
| 2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 42 691 | −2,49 | 1 069 | −1,84 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 86 513 | 43,11 | 2 165 | 44,14 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 66 729 | −33,09 | 1 670 | −32,63 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 20 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Attessa Capital LLC | 375 231 | 23,44 | 9 406 | 24,47 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 2 636 | 0,00 | 66 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 712 | −76,56 | 418 | −76,41 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 99 | 2 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 380 246 | 11,75 | 34 548 | 12,52 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 60 900 | 194,42 | 1 524 | 196,50 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 128 250 | 9,36 | 28 240 | 10,11 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 8 400 | 0,00 | 210 | 2,94 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 582 454 | −1,41 | 14 427 | −1,77 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10 011 | 0,10 | 251 | 0,81 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 33 908 | −64,20 | 1 | −100,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 86 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 586 | −3,27 | 140 | −2,80 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 10 778 | −60,27 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21 804 | 16,00 | 542 | 15,85 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 10 890 | −4,36 | 273 | −3,89 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 9 548 | 0,00 | 237 | 2,60 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 762 998 | 10,89 | 94 188 | 11,65 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 542 | −87,39 | 14 | −87,74 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 8 119 | −71,05 | 203 | −70,88 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 16 736 | 167,31 | 419 | 169,68 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 62 505 | −6,35 | 1 565 | −5,73 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 18 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 955 | −27,49 | 49 | −28,36 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8 799 | −0,68 | 220 | 0,00 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 238 565 | 0,76 | 5 971 | 1,46 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 36 484 | −48,23 | 913 | −47,89 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 10 216 | 256 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 012 884 | 10,36 | 25 352 | 11,12 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15 867 | 53,04 | 397 | 54,47 | ||||
| 2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 99 764 | −4,72 | 2 497 | −4,04 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 101 349 | −0,27 | 2 537 | 0,40 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 348 131 | −59,68 | 9 | −61,90 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 40 606 | −4,33 | 1 016 | −3,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 68 162 | 615,76 | 1 695 | 633,33 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 19 867 | 497 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 6 710 | 0,00 | 168 | 0,60 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 246 | 0,00 | 31 | 3,33 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 67 675 | 38,42 | 1 694 | 39,34 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 12 425 | −20,98 | 311 | −20,26 | ||||
| 2025-08-07 | 13F | Commerce Bank | 34 533 | 1,42 | 864 | 2,13 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12 231 668 | −6,68 | 306 147 | −6,05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 1 900 000 | 0,00 | 47 557 | 0,68 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 881 | 5,13 | 22 | 10,00 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 449 535 | 9,40 | 11 252 | 10,14 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 341 775 | 0,03 | 8 554 | 0,71 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 10 135 | 4,11 | 254 | 4,55 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 65 736 | −7,22 | 1 645 | −6,59 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 185 296 | 7,53 | 4 638 | 8,27 | ||||
| 2025-08-01 | 13F | Purus Wealth Management, LLC | 8 885 | 0,00 | 221 | 0,00 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 365 808 | 1,46 | 9 156 | 2,15 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 337 542 | 8,64 | 8 449 | 9,39 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 83 404 | −2,81 | 2 088 | −2,16 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 51 723 | 92,42 | 1 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 1 410 832 | 13,85 | 35 313 | 14,63 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 97 426 | 15,08 | 2 439 | 15,87 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 29 348 | −63,91 | 729 | −63,93 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 8 288 | 207 | ||||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 767 135 | 10,32 | 44 231 | 11,07 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 76 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 184 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 325 987 | 3,21 | 8 130 | 3,54 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 28 208 | 72,27 | 706 | 73,46 | ||||
| 2025-08-14 | 13F | Enstar Group LTD | 83 500 | 0,00 | 2 090 | 0,72 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 25 973 | 13,60 | 650 | 14,44 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 39 971 | 1,17 | 1 000 | 1,83 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 855 968 | 21 425 | ||||||
| 2025-08-29 | NP | HIDE - Alpha Architect High Inflation and Deflation ETF | 1 134 319 | 192,89 | 28 392 | 194,92 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12 151 | 0,07 | 304 | 1,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 29 242 | −16,03 | 732 | −15,49 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 95 447 | 2 389 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1 011 392 | 4,56 | 25 315 | 5,28 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 496 618 | 55,98 | 12 401 | 56,98 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 407 125 | −2,62 | 10 190 | −1,95 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 158 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 119 440 | −1,43 | 3 | −33,33 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10 745 | 298,55 | 269 | 312,31 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 137 631 | 10,73 | 3 445 | 11,46 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 38 210 | 4,69 | 1 | |||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 10 067 | −0,04 | 252 | 0,40 | ||||
| 2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 309 | 8 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2 900 000 | 0,00 | 72 587 | 0,68 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 202 443 | −4,56 | 5 067 | −3,91 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 6 090 | 0,00 | 152 | 0,00 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 104 156 | 0,87 | 2 607 | 1,60 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 99 758 | −3,19 | 2 497 | −2,54 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1 583 773 | −0,98 | 39 642 | −0,31 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 65 142 | 3,27 | 1 631 | 3,95 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 463 | 37 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 4 654 817 | −0,74 | 116 510 | −0,06 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10 952 | −31,84 | 274 | −31,33 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 1 185 622 | −11,03 | 30 | −12,12 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 8 910 | 0,00 | 223 | 0,90 | ||||
| 2025-08-12 | 13F | Act Two Investors Llc | 371 118 | 1,96 | 9 289 | 2,65 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 119 439 | −11,40 | 2 990 | −10,80 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 4 836 | 0,00 | 121 | 0,83 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 202 259 | −7,99 | 5 063 | −7,36 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 19 149 | −2,74 | 479 | −2,04 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 223 893 | −1,55 | 5 604 | −0,87 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 19 949 | −0,20 | 499 | 0,60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 31 185 | −1,42 | 781 | −0,76 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 519 525 | 67,42 | 13 004 | 68,56 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 36 658 | −59,68 | 1 | −100,00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 16 789 | 61,00 | 420 | 62,16 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 110 253 | −0,19 | 2 760 | 0,47 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 47 316 | 13,88 | 1 184 | 14,73 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 169 111 | 22,29 | 4 233 | 23,13 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 77 302 | −2,85 | 1 935 | −2,22 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 59 003 | −0,15 | 1 477 | 0,48 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 101 966 | −3,40 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 37 463 | −2,45 | 938 | −1,68 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 236 | 2,16 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 9 381 | −7,79 | 235 | −7,14 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 212 328 | −1,21 | 5 315 | 0,11 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 221 111 | 7,17 | 5 534 | 7,90 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 22 413 | −66,31 | 561 | −66,06 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 397 | 0,58 | 936 | 1,30 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 695 093 | 5,55 | 17 398 | 6,27 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 7 217 | 8,95 | 181 | 9,76 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 6 | −93,48 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 40 079 | −3,19 | 1 003 | −2,53 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Armor Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 364 | 0,02 | 109 | 0,93 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 9 775 | −2,25 | 245 | −1,61 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 67 236 | 0,00 | 1 683 | 0,66 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 187 036 | −0,20 | 4 682 | 0,47 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 175 852 | 2,66 | 4 402 | 3,36 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 50 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 165 | 0,00 | 4 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 198 | 0,00 | 5 | 0,00 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 21 196 | 0,08 | 531 | 0,76 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 192 887 | 2,65 | 4 928 | 5,50 | ||||
| 2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 732 | 0,93 | 43 | 2,38 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 62 579 | 1 121,29 | 2 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 489 | 338 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 116 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 632 148 | 25,08 | 15 823 | 25,94 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 36 600 | −80,43 | 916 | −80,29 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 29 | 0,00 | 1 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 690 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 373 | 0,00 | 34 | 0,00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13 194 | 330 | ||||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 71 106 | 2 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 026 | 226 | ||||||
| 2025-07-31 | 13F | New Hampshire Trust | 15 463 | 1,14 | 387 | 1,84 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8 682 | −1,51 | 217 | −0,91 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 128 | 5,28 | 804 | 6,07 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 14 981 | 0,72 | 375 | 1,36 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 26 035 | 652 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 720 | 0,00 | 43 | 2,38 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 33 480 | 0,00 | 838 | 0,60 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 13 184 | 0,87 | 330 | 1,54 | ||||
| 2025-07-14 | 13F | Sellwood Investment Partners LLC | 40 611 | 7,25 | 1 016 | 7,97 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 740 588 | 43 567 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 79 650 | −11,69 | 1 994 | −11,03 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 112 | 1,82 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 29 921 | 18,38 | 749 | 19,11 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 12 842 | 50,30 | 321 | 51,42 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 590 | 15 | ||||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 82 304 | −0,80 | 2 060 | 2,23 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 587 661 | 6,58 | 15 | 7,69 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 46 | 1 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 425 395 | 7,08 | 10 644 | 7,78 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 202 | 0,00 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 58 | 0,00 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 2 587 | 65 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 506 | 13 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 87 925 | −1,83 | 2 201 | −1,17 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 7 688 | −25,53 | 192 | −25,00 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 255 | 746,67 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 20 155 | −7,42 | 504 | −6,84 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 844 | −17,92 | 71 | −17,44 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 342 245 | 0,26 | 8 566 | 0,95 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 0 | −100,00 | 0 |
