Grundläggande statistik
| Institutionella ägare | 664 total, 662 long only, 2 short only, 0 long/short - change of 0,91% MRQ |
| Genomsnittlig portföljallokering | 1.3453 % - change of −7,71% MRQ |
| Institutionella aktier (lång) | 248 482 675 (ex 13D/G) - change of 76,22MM shares 44,25% MRQ |
| Institutionellt värde (lång) | $ 5 698 950 USD ($1000) |
Institutionellt ägande och aktieägare
Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF (US:SCHZ) har 664 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 248,482,858 aktier. Största aktieägare inkluderar SWYEX - Schwab Target 2030 Index Fund, SWYFX - Schwab Target 2035 Index Fund, Jpmorgan Chase & Co, SWYGX - Schwab Target 2040 Index Fund, SWYDX - Schwab Target 2025 Index Fund, Ameriprise Financial Inc, Rockbridge Investment Management, LCC, Avantax Planning Partners, Inc., Charles Schwab Trust Co, and SWYLX - Schwab Target 2020 Index Fund .
Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF (ARCA:SCHZ) 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 23,48 / share. Previously, on September 19, 2024, the share price was 23,83 / share. This represents a decline of 1,47% 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.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −68 | −88,15 | −2 | −92,31 | |||
| 2025-07-31 | 13F | Curio Wealth, Llc | 267 | 6 | ||||||
| 2025-05-12 | 13F | Americana Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 148 688 | 3,03 | 3 456 | 3,38 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 850 254 | −11,30 | 19 760 | −11,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 002 318 | 2,41 | 93 014 | 2,76 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30 955 | −29,75 | 719 | −29,58 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 10 360 | 3,98 | 241 | 4,35 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 10 653 | 0,00 | 247 | 2,07 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15 476 | −24,90 | 360 | −24,74 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 10 430 | −19,03 | 242 | −18,79 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 1 294 208 | 3,45 | 30 077 | 3,81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 865 452 | 35,86 | 20 113 | 36,33 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 165 106 | −11,14 | 3 837 | −10,83 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 186 778 | −2,87 | 4 341 | −2,54 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 19 013 | 1 445,77 | 442 | 1 475,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 290 | 1,05 | 7 | 0,00 | ||||
| 2025-07-14 | 13F | Shearwater Capital LLC | 41 789 | 0,00 | 971 | 0,41 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 10 147 | 0,44 | 236 | 0,86 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 190 577 | 3,41 | 4 429 | 3,77 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 177 281 | 0,58 | 4 120 | 0,93 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 681 165 | −3,82 | 16 | −6,25 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 18 936 | −3,19 | 440 | −2,65 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 116 995 | −0,29 | 2 719 | 0,04 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 1 258 004 | −7,53 | 29 236 | −7,21 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 27 270 | −19,37 | 634 | −19,16 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 31 402 | 3,89 | 730 | 4,14 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 441 479 | −0,24 | 10 220 | 86,43 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 140 184 | −4,31 | 3 258 | −4,01 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 50 264 | 40,87 | 1 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 49 062 | 382,04 | 1 136 | 382,98 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 163 796 | 0,42 | 3 807 | 0,77 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 16 252 | −11,78 | 378 | −11,50 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 29 234 | −11,85 | 679 | −11,59 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 89 656 | 0,59 | 2 084 | 0,92 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 97 380 | 0,53 | 2 263 | 0,89 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 180 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 48 | −15,79 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 92 693 | −0,74 | 2 154 | −0,37 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 9 322 | 8,36 | 216 | 8,04 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 31 203 | 725 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 6 900 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 432 | −2,29 | 289 | −2,04 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 3 275 340 | 3,04 | 76 119 | 3,39 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 32 019 | −2,82 | 744 | −2,49 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 23 932 | 556 | ||||||
| 2025-04-25 | 13F | Fort Vancouver Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 171 075 | −4,85 | 4 | −25,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 133 131 | 47,42 | 3 094 | 50,88 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 54 831 | 30,45 | 1 274 | 30,94 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 51 514 | −8,95 | 1 197 | −8,63 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 10 215 | −40,63 | 237 | −40,45 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 70 204 | 0,00 | 1 632 | 0,37 | ||||
| 2025-04-30 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 26 740 | −12,84 | 621 | −12,54 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 87 958 | 2 044 | ||||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 551 | 0,73 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 5 240 | 0,04 | 122 | 0,00 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 60 495 | 4,26 | 1 406 | 4,62 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 464 019 | 95,72 | 10 784 | 96,41 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 930 | −0,43 | 22 | 0,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 60 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 29 132 | −2,03 | 677 | −1,60 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 228 321 | 10,16 | 5 306 | 10,54 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 178 765 | 10,89 | 4 135 | 10,74 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 40 826 | 5,08 | 949 | 5,45 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 57 925 | 8,80 | 1 346 | 9,25 | ||||
| 2025-05-13 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 412 764 | 12,20 | 9 593 | 12,58 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 45 363 | 1 054 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Sculati Wealth Management, LLC | 18 603 | 432 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3 079 | −2,59 | 72 | −2,74 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 43 | 2,38 | 1 | |||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 3 780 | 0,00 | 88 | 0,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 376 | 9 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 5 587 068 | 3,24 | 129 843 | 3,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 350 661 | 4,62 | 8 149 | 4,99 | ||||
| 2025-05-08 | 13F | UNIVEST FINANCIAL Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 66 355 | −14,25 | 1 542 | −13,95 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 16 342 | −15,18 | 380 | −15,02 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 397 275 | −1,63 | 9 233 | 0,62 | ||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 56 750 | −4,62 | 1 319 | −4,35 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 66 669 | 4,12 | 1 531 | 4,22 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 12 312 | −7,62 | 286 | −7,14 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 32 761 | 2,35 | 759 | 3,55 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 89 682 | 2,21 | 2 084 | 2,56 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 98 517 | −1,94 | 2 290 | −1,59 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 33 947 | −1,26 | 789 | −1,01 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 744 | −50,06 | 366 | −50,00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 76 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 228 497 | −0,06 | 5 310 | 0,28 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 6 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 64 161 | 26,71 | 1 491 | 27,22 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 882 | −24,30 | 44 | −24,56 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 24 157 | −9,14 | 561 | −8,78 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 58 299 | 338,27 | 1 356 | 340,26 | ||||
| 2025-08-25 | NP | SWYGX - Schwab Target 2040 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11 354 641 | 5,12 | 263 882 | 5,48 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 66 630 | 0,82 | 1 548 | 1,18 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 51 142 | −1,37 | 1 189 | −1,00 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 196 187 | 5,96 | 4 559 | 6,34 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4 705 | 39,95 | 109 | 41,56 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12 892 | −30,49 | 300 | −30,30 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 46 894 | −3,60 | 1 090 | −3,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 013 857 | 10,40 | 23 474 | 10,51 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 85 894 | 8,55 | 1 996 | 8,95 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 32 541 | 0,83 | 756 | 1,20 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 425 936 | 6,86 | 79 619 | 7,23 | ||||
| 2025-08-25 | NP | SWYNX - Schwab Target 2060 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 732 633 | 9,08 | 40 266 | 9,46 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 8 722 | 203 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 36 180 | −0,01 | 841 | 0,24 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 12 650 | 1,02 | 294 | 1,03 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 56 481 | −49,49 | 1 313 | −49,32 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 30 664 | −8,47 | 713 | −8,13 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 395 | 0,51 | 9 | 12,50 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 649 356 | −7,18 | 84 811 | −6,86 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3 670 | 1 210,71 | 85 | 1 316,67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 32 | 1 | ||||||
| 2025-08-08 | 13F | Creative Planning | 429 252 | 5,99 | 9 976 | 6,35 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 63 936 | −3,61 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 72 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 108 551 | 3 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 1 707 052 | −35,68 | 39 672 | −35,46 | ||||
| 2025-04-29 | 13F | Fairway Wealth LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2 378 | 0,00 | 55 | 0,00 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 464 677 | 10 799 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 530 | 0,00 | 36 | 0,00 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 15 510 | −0,88 | 360 | −0,55 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 12 348 | −1,77 | 287 | −1,72 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 27 914 | 0,14 | 1 | |||||
| 2025-08-12 | 13F | Burk Holdings LLC | 12 871 | 0,00 | 299 | 0,34 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 13 361 | −6,63 | 311 | −6,34 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 80 097 | −2,03 | 1 861 | −1,69 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 112 161 | −2,37 | 2 604 | −2,11 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 286 943 | −1,00 | 6 669 | −0,66 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 92 891 | 10,39 | 2 | 100,00 | ||||
| 2025-08-25 | NP | SWYMX - Schwab Target 2050 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4 571 577 | 7,33 | 106 243 | 7,70 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 9 587 | −4,32 | 223 | −4,31 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 479 299 | −1,32 | 11 139 | −0,98 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 7 985 | −9,76 | 186 | −9,31 | ||||
| 2025-08-25 | NP | SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 953 214 | 1,89 | 254 553 | 2,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 651 599 | 14,59 | 84 863 | 14,99 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 91 808 | −4,38 | 2 134 | −4,05 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 460 232 | 5,65 | 33 936 | 6,02 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 16 468 | −2,38 | 383 | −2,05 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 30 489 | 0,13 | 709 | 0,43 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 17 362 | −5,45 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12 024 | 279 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 8 762 | 204 | ||||||
| 2025-07-23 | 13F | Values Added Financial LLC | 19 541 | −83,99 | 454 | −83,93 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 77 186 | −19,13 | 1 794 | −18,87 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 4 289 | 0,05 | 100 | 0,00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 369 343 | 4,46 | 8 584 | 4,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 86 132 | −14,12 | 1 988 | −14,43 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 20 602 | 0,00 | 479 | 0,21 | ||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 280 472 | 0,66 | 29 758 | 1,01 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 23 241 | 2,01 | 540 | 2,47 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 102 198 | −2,55 | 2 375 | −2,18 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 380 459 | −3,35 | 8 842 | −3,03 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 14 917 | 0,79 | 347 | 1,17 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 230 955 | −26,88 | 5 367 | −26,63 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 24 229 | −4,67 | 563 | −4,25 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 120 045 | −10,68 | 2 790 | −10,38 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 108 797 | 4,57 | 2 528 | 6,58 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 | −99,99 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 662 146 | 9,38 | 15 388 | 9,77 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 394 466 | −13,02 | 9 167 | −12,72 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 316 402 | −1,75 | 7 328 | 0,23 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 16 959 | −3,96 | 394 | −3,43 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 55 572 | 0,00 | 1 291 | 0,31 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 976 395 | −11,65 | 22 691 | −11,34 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 16 828 | −3,04 | 391 | −2,49 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 52 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 388 794 | 335,11 | 9 036 | 336,68 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 39 986 | −3,86 | 929 | −3,53 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 56 991 | 144,59 | 1 320 | 24,20 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 35 313 | −15,95 | 821 | −15,72 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 35 586 | −0,41 | 827 | 0,00 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 3 807 960 | 1,61 | 88 497 | 1,96 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23 049 | 68,56 | 536 | 69,30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 351 854 | 10,66 | 31 417 | 11,05 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 124 100 | −3,12 | 2 884 | −2,76 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 42 | −86,36 | 1 | −100,00 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 93 546 | −46,13 | 2 174 | −45,93 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 25 066 | −2,47 | 583 | −2,18 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 20 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 48 | 0,00 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 455 | 0,00 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 10 060 | 13,54 | 234 | 13,66 | ||||
| 2025-04-23 | 13F | Consolidated Portfolio Review Corp | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 275 440 | 6 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 230 787 | −23,66 | 5 363 | −23,40 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 12 128 | −6,52 | 282 | −6,33 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 188 746 | −47,87 | 4 386 | −47,69 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 641 | 0,00 | 15 | 0,00 | ||||
| 2025-08-07 | 13F | Gs Investments, Inc. | 10 708 | −19,78 | 249 | −19,74 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 873 474 | 5,06 | 20 300 | 5,42 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 75 719 | 1 753 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 239 402 | −44,56 | 5 564 | −44,38 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 49 012 | 0,00 | 1 134 | −0,18 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 97 145 | 9,44 | 2 258 | 9,83 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 000 | −35,73 | 23 | −36,11 | ||||
| 2025-04-15 | 13F | Attessa Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20 654 424 | 4,72 | 480 009 | 5,08 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 158 145 | −4,46 | 3 675 | −4,12 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 435 | 14,18 | 312 | 14,71 | ||||
| 2025-08-13 | 13F | Hobbs Wealth Management, LLC | 42 607 | −0,49 | 990 | −0,10 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 35 518 | −16,73 | 825 | −16,41 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 82 515 | 0,15 | 1 918 | 0,47 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 33 342 | −3,92 | 775 | −3,61 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 28 472 | 654 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 16 479 | −12,14 | 0 | |||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 37 360 | 0,00 | 868 | |||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 32 332 | 11,84 | 751 | 12,26 | ||||
| 2025-08-25 | NP | SWYAX - Schwab Target 2010 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 140 063 | 2,68 | 26 495 | 3,04 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 84 652 | −5,31 | 1 967 | −4,98 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 39 202 | −41,37 | 908 | −40,21 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 96 765 | −4,14 | 2 249 | −3,81 | ||||
| 2025-04-25 | 13F | L.K. Benson & Company, P.C. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 19 116 | −2,03 | 443 | −2,00 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 23 788 | 71,98 | 549 | 71,25 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 1 465 975 | −13,32 | 34 069 | −13,02 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 251 375 | −0,86 | 5 842 | −0,53 | ||||
| 2025-05-08 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 23 476 | −14,12 | 539 | −13,90 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 27 516 | −4,23 | 639 | −3,91 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 18 379 | 1,58 | 427 | 1,91 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 4 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 286 | 1,42 | 7 | 0,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4 053 | −10,07 | 94 | −9,62 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 188 | 0,00 | 4 | 0,00 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 17 178 | 0,59 | 399 | 1,01 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 813 | −12,20 | 275 | −11,90 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 133 755 | 3 099 | ||||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 313 659 | −86,66 | 7 289 | −86,62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12 262 | −18,51 | 285 | −18,39 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 463 188 | 42,86 | 10 764 | 43,37 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 296 451 | 3,20 | 6 890 | 3,56 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 1 190 816 | 2,17 | 27 675 | 3,73 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 578 | 164,84 | 83 | 29,69 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 361 995 | 1,75 | 8 413 | 2,10 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 91 810 | 4,30 | 2 134 | 4,66 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 16 345 | 2,81 | 380 | 2,99 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 324 053 | 7,87 | 7 531 | 8,25 | ||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 35 543 | 13,76 | 826 | 14,25 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 8 832 | 1,02 | 205 | 1,49 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 650 | 0,00 | 62 | 0,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 177 723 | −33,62 | 4 130 | −33,39 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 101 678 | −2,13 | 2 363 | −1,79 | ||||
| 2025-08-25 | NP | SWYOX - Schwab Target 2065 Index Fund | 265 095 | 12,84 | 6 161 | 13,24 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 53 228 | 34,47 | 1 | |||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 57 283 | −7,44 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 50 | 0,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 174 | −0,57 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 4 045 | −32,75 | 94 | −32,37 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Partners in Financial Planning | 12 986 | 1,03 | 302 | 1,35 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7 382 880 | 6,92 | 171 578 | 7,29 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 22 454 | 1,03 | 522 | 1,36 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 210 145 | −10,58 | 4 884 | −10,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 362 011 | −5,79 | 8 413 | −5,46 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 22 | 0,00 | 1 | |||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 250 900 | −0,26 | 5 831 | 0,09 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 071 | −23,04 | 48 | −21,31 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 85 065 | 1 977 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 196 | −75,33 | 74 | −75,25 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 46 995 | 80,90 | 1 092 | 81,70 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 16 466 | 0,00 | 383 | 0,26 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 10 134 | 0,00 | 236 | 0,43 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 6 242 | 17,04 | 145 | 17,89 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 21 186 | −5,83 | 492 | −5,57 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 10 421 | 1,76 | 0 | |||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 23 412 | 0,00 | 544 | 0,37 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 30 037 | −67,72 | 698 | −67,61 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 151 255 | −0,66 | 3 515 | −0,31 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 113 838 | 6,37 | 2 646 | 6,74 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 56 835 | 0,05 | 1 321 | 0,38 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1 082 876 | 1,20 | 25 166 | 1,55 | ||||
| 2025-07-28 | 13F | Diversified Investment Strategies, LLC | 12 020 | −4,30 | 279 | −3,79 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 30 166 | −4,11 | 701 | −3,71 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 29 875 | −21,58 | 694 | −21,32 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 25 678 | −21,79 | 597 | −20,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 87 238 | 86,42 | 2 027 | 87,17 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 46 893 | 16,75 | 1 090 | 17,10 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 99 233 | −3,10 | 2 306 | −1,45 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 63 474 | 4,32 | 1 475 | 4,68 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 108 004 | −0,28 | 2 510 | 0,08 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 583 187 | −1,61 | 13 553 | −1,27 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 564 | 0,00 | 36 | 0,00 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 13 497 | 2,03 | 314 | 2,29 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 95 360 | −2,88 | 2 216 | −2,51 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 96 021 | 8,90 | 2 232 | 9,26 | ||||
| 2025-05-14 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 19 078 | −20,10 | 443 | −19,75 | ||||
| 2025-05-01 | 13F | Key FInancial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 8 787 | 204 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 128 738 | −7,23 | 2 992 | −6,94 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 478 742 | −3,04 | 11 126 | −2,71 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 75 260 | 0,20 | 1 749 | 0,58 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 55 294 | 1 281 | ||||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 141 445 | 33,31 | 3 287 | 33,78 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 24 161 | 561 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 363 991 | 4,51 | 8 459 | 4,87 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 265 566 | 4,70 | 6 172 | 5,06 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 52 555 | −6,16 | 1 221 | −5,86 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 15 068 | −4,48 | 350 | −4,11 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | M1 Capital Management LLC | 101 422 | −1,48 | 2 357 | −1,13 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 42 831 | −0,76 | 995 | −0,40 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 415 409 | −0,54 | 9 654 | −0,20 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 90 689 | −4,94 | 2 101 | −5,10 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 130 | 0,00 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 33 721 | −4,98 | 784 | −4,63 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 74 722 | −16,43 | 1 737 | −16,14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 128 | −14,04 | 188 | −12,96 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Orcam Financial Group | 50 469 | −1,87 | 1 173 | −1,60 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 376 | 0,00 | 9 | 0,00 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 16 597 | 9,28 | 386 | 9,69 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 87 818 | 1,44 | 2 041 | 1,80 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 469 303 | −0,83 | 10 907 | −0,49 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 198 203 | −10,76 | 4 606 | −10,44 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 677 | 0,00 | 16 | 0,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 22 094 | −17,49 | 513 | −17,26 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 650 | 0,00 | 15 | 0,00 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 763 | 250 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 579 337 | −3,03 | 82 504 | −3,49 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 264 | 0,00 | 6 | 0,00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 170 551 | 0,12 | 27 204 | 0,47 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 151 220 | 30,10 | 3 514 | 30,58 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 167 431 | 12,34 | 3 891 | 12,75 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 9 578 | −40,56 | 223 | −40,48 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 199 524 | −16,93 | 4 633 | −16,70 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 63 715 | 26,19 | 1 472 | 25,83 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 5 623 | −53,41 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 404 | 1 165,57 | 126 | 1 288,89 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 189 313 | −13,42 | 4 400 | −13,13 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 188 732 | 0,97 | 4 386 | 1,32 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 39 228 | 0,00 | 912 | 0,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 341 231 | 46,17 | 8 | 40,00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 112 247 | −31,81 | 2 609 | −31,58 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 1 027 933 | −5,65 | 23 889 | −5,32 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 53 475 | −1,58 | 1 243 | −1,27 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 11 571 | −5,65 | 269 | −3,94 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 148 797 | −3,06 | 3 458 | −2,73 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 20 527 | 0,00 | 477 | 0,42 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 21 971 | −17,02 | 511 | −16,80 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 589 597 | 6,77 | 13 702 | 7,14 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 985 860 | −2,28 | 22 911 | −1,94 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 26 620 | 9,76 | 619 | 10,16 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 029 | −32,12 | 256 | −31,91 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 124 921 | 8,77 | 2 903 | 9,14 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 635 697 | 6 517,71 | 636 | 186,04 | ||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 146 882 | −23,60 | 3 414 | −23,34 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 255 679 | 12,54 | 5 942 | 12,93 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 337 430 | −1,63 | 7 842 | −1,28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 013 258 | −53,60 | 23 548 | −53,44 | ||||
| 2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 894 663 | 0,71 | 44 032 | 1,05 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 55 053 | 1,02 | 1 279 | 1,35 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 339 477 | −6,82 | 7 889 | −6,50 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 14 478 | 2,18 | 336 | 2,44 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 143 | 3 | ||||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 177 178 | 20,31 | 4 118 | 20,73 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 12 587 | −24,53 | 293 | −24,35 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 46 001 | −24,79 | 1 069 | −24,51 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 73 285 | −0,57 | 1 703 | −0,23 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 024 | 2,04 | 210 | 1,95 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 262 756 | −3,65 | 6 106 | −3,32 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 19 481 | −0,55 | 453 | −0,22 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 54 312 | 39,32 | 1 262 | 39,91 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 9 724 | 2,19 | 226 | 2,27 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 2 226 231 | 13,29 | 51 738 | 13,69 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 928 881 | −2,13 | 21 587 | −1,79 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 72 109 | −2,40 | 1 676 | −2,16 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 62 252 | −5,76 | 1 447 | −5,43 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 11 492 | −18,88 | 265 | −19,21 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 13 381 | −96,12 | 8 174 | 2,21 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 5 558 | −4,80 | 129 | −4,44 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 50 235 | −64,88 | 1 167 | −64,76 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 9 944 | 0,00 | 231 | 0,43 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 1 221 958 | 4,91 | 28 398 | 7,40 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 | 0 | ||||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 58 040 | 0,52 | 1 341 | 0,22 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 218 331 | −2,68 | 5 074 | −2,33 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 10 000 | 0,00 | 232 | 0,43 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 903 010 | −0,80 | 113 946 | −0,46 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 2 832 | 7,35 | 66 | 6,56 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | New England Asset Management Inc | 200 | 0,00 | 5 | 0,00 | ||||
| 2025-08-25 | NP | SWYBX - Schwab Target 2015 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 619 904 | 0,25 | 37 647 | 0,59 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 80 931 | −3,44 | 1 881 | −3,14 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 105 158 | −2,23 | 48 924 | −1,90 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 289 524 | 5,02 | 6 729 | 5,37 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 11 000 | 0,00 | 256 | 0,39 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 043 | 15,07 | 419 | 15,43 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 174 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3 717 | 0,00 | 86 | 0,00 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 54 021 | 1 251 | ||||||
| 2025-07-17 | 13F | Financial Designs Corp | 111 628 | −0,84 | 2 594 | −0,50 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 485 | 0,41 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 421 | −22,34 | 80 | −22,55 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 972 | 0,83 | 23 | 0,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 487 | 0,00 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 11 113 | 19,88 | 258 | 20,56 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 25 443 | −2,48 | 591 | −2,15 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 38 774 | −7,46 | 901 | −7,11 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 76 228 | −2,01 | 1 772 | −1,67 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 19 724 | −7,47 | 456 | −7,71 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 2 608 946 | 2,94 | 60 632 | 3,24 | ||||
| 2025-08-25 | NP | SWYLX - Schwab Target 2020 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 220 262 | −0,35 | 121 319 | 0,00 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 13 653 | 317 | ||||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 182 547 | 0,00 | 4 228 | 0,00 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 230 173 | 11,72 | 5 349 | 12,11 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30 566 | 36,56 | 710 | 37,07 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 35 965 | −14,78 | 836 | −14,53 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 45 363 | 38,53 | 1 054 | 39,05 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 43 337 | −41,47 | 1 007 | −41,25 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10 956 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 23 957 | 557 | ||||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 668 043 | 22,79 | 15 412 | 22,31 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 11 430 | 0,00 | 266 | 0,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 534 | 0,00 | 12 | 0,00 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 41 730 | −0,78 | 970 | −0,51 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 759 597 | 12,13 | 17 653 | 12,53 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 9 201 | 0,29 | 214 | 0,47 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 17 517 | 53,60 | 407 | 54,17 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 0 | 0 | ||||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 300 736 | 25,03 | 6 989 | 25,48 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 88 482 | 12,52 | 2 056 | 12,90 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 33 953 | −1,03 | 789 | −0,63 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 1 153 479 | −1,26 | 26 645 | −1,52 | ||||
| 2025-08-25 | NP | SWG1Z - Schwab VIT Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 011 962 | 1,05 | 23 518 | 1,40 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 63 953 | −3,50 | 1 486 | −3,13 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 615 | 9,04 | 14 | 7,69 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 666 535 | 4,08 | 15 490 | 4,44 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 123 662 | −14,09 | 2 874 | −13,80 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 6 771 | 5,43 | 157 | 7,59 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 17 643 | 2,86 | 410 | 3,27 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 138 | 0,00 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 14 167 | 1,12 | 329 | 1,54 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 29 956 | 0,00 | 696 | 0,43 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 2 123 549 | 1,69 | 49 351 | 2,05 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 8 806 | −26,14 | 205 | −26,09 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 11 755 | 273 | ||||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 14 524 | 4,47 | 338 | 4,66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21 591 | 0,30 | 502 | 0,60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 922 | −2,80 | 114 | −2,56 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 9 451 | −5,37 | 220 | −5,19 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2 | −98,40 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 160 | 0,00 | 4 | 0,00 | ||||
| 2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 | 200,00 | 0 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 18 047 | 0,00 | 419 | 0,48 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11 101 | −39,21 | 258 | −39,10 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 354 | 0,00 | 55 | 0,00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 188 141 | 27,15 | 4 372 | 27,61 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 218 775 | 5 084 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 712 | 23,70 | 40 | 21,88 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 694 | −83,48 | 16 | −83,51 | ||||
| 2025-06-13 | 13F | Optima Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 29 846 | −24,15 | 694 | −23,93 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 743 795 | −10,05 | 17 286 | −9,74 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 59 469 | −0,47 | 1 382 | −0,07 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 39 067 | 1,95 | 908 | 2,25 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 99 340 | −7,80 | 2 309 | −7,49 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 22 377 | −3,59 | 520 | −3,17 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 13 908 | 323 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 58 084 | 17,01 | 1 350 | 19,80 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 315 459 | −11,68 | 7 331 | −11,37 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 4 | 0,00 | 0 | |||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 19 517 | −0,15 | 454 | 0,22 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 37 267 | −16,36 | 866 | −16,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 145 | 73 | ||||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 250 772 | 18,44 | 5 828 | 18,85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 21 622 | 502 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 144 096 | −0,13 | 26 589 | 0,22 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 27 413 | 6,65 | 637 | 7,06 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 306 | −76,13 | 7 | −75,86 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 219 | 5 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 43 401 | −10,88 | 1 009 | −10,56 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 69 406 | 1 613 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 59 973 | 2,34 | 1 394 | 2,65 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 647 225 | 0,86 | 14 931 | 0,82 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 457 705 | 0,31 | 10 637 | 0,66 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 106 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 430 986 | 2,49 | 10 016 | 2,85 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 110 682 | −3,73 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 21 760 | −0,81 | 506 | −0,59 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 81 624 | 3,24 | 1 897 | 3,55 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 87 209 | −5,58 | 2 020 | −3,67 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 464 677 | −9,49 | 10 799 | −9,18 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 15 850 | −6,60 | 365 | −6,65 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 22 576 | 1,02 | 525 | 1,35 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 17 818 | −82,23 | 414 | −82,17 | ||||
| 2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 11 764 | 2,89 | 273 | 3,41 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 215 504 | −1,23 | 5 008 | −0,89 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 518 250 | −5,17 | 12 044 | −4,84 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 57 829 | −13,32 | 1 344 | −13,07 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 682 961 | 28,41 | 15 872 | 28,86 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 138 921 | −6,44 | 3 205 | −6,83 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 929 | −13,64 | 161 | −12,97 | ||||
| 2025-07-21 | 13F | Whelan Financial | 9 240 | −9,41 | 215 | −9,32 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 708 480 | −45,14 | 16 465 | −44,95 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 10 580 | 12,64 | 246 | 15,02 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 69 487 | −8,95 | 1 615 | −8,66 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 105 788 | 7,89 | 2 459 | 8,28 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 55 017 | 1 279 | ||||||
| 2025-07-15 | 13F | Gpwm Llc | 389 | 0,00 | 9 | 0,00 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 17 672 | −0,34 | 409 | 1,74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 20 072 | 466 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 86 570 | −7,94 | 2 005 | −6,09 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 33 602 | 15,27 | 774 | 15,52 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 21 670 | −1,30 | 504 | −0,98 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 640 183 | −11,87 | 14 878 | −11,57 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 1 387 242 | −6,80 | 32 239 | −6,48 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Blossom Wealth Management | 80 700 | 10,65 | 1 875 | 11,01 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 44 477 | 15,01 | 1 034 | 15,42 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 450 294 | 1,34 | 173 387 | 1,82 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 20 485 | 476 | ||||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 103 630 | 0,00 | 2 408 | 0,33 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 112 195 | −4,17 | 2 607 | −3,84 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 163 098 | 19,08 | 3 790 | 19,48 | ||||
| 2025-07-25 | 13F | Lawson Kroeker Investment Management Inc/ne | 10 623 | 247 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 13 192 | −50,94 | 307 | −49,84 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 20 224 | 4,25 | 466 | 3,56 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 7 526 | −2,18 | 175 | −2,25 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 8 893 | 207 | ||||||
| 2025-08-05 | 13F | Towercrest Capital Management | 1 027 933 | −5,65 | 23 889 | −5,32 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 54 956 | 3,16 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 82 142 | 92,15 | 1 909 | 92,73 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 229 870 | 0,69 | 5 342 | 1,04 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 9 106 | 0,00 | 212 | 0,48 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 31 076 | −4,33 | 722 | −3,99 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 27 464 | −9,72 | 638 | −9,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 77 880 | 3,40 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 57 988 | −13,37 | 1 348 | −13,10 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 536 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | FLC Capital Advisors | 21 277 | −98,12 | 494 | −98,12 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 28 677 | −15,35 | 666 | −15,05 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 15 663 | −11,12 | 364 | −10,78 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 19 188 | −1,38 | 446 | −1,11 | ||||
| 2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 10 008 | −13,35 | 233 | −13,11 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 149 756 | 3 480 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 211 119 | 7,55 | 4 906 | 7,92 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 73 638 | −14,22 | 1 711 | −13,93 | ||||
| 2025-07-16 | 13F | Novem Group | 14 876 | 21,25 | 346 | 21,48 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3 271 | 76 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 42 945 | −0,32 | 998 | 0,10 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 22 200 | 0,00 | 516 | 0,19 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 73 102 | −6,64 | 1 699 | −6,34 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 8 795 | 1,02 | 204 | 1,49 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 311 921 | −28,72 | 7 249 | −28,47 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44 095 | −3,22 | 1 025 | −2,94 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 128 | 3 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 12 246 | 7,32 | 281 | 7,25 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 78 836 | 1 832 | ||||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 64 280 | 0,00 | 1 494 | 0,34 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 21 216 | 2,27 | 493 | 2,71 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 9 909 | −13,68 | 230 | −13,21 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 602 232 | 13 996 | ||||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 8 919 | −6,60 | 207 | −6,33 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 14 064 | 18,45 | 327 | 18,98 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 186 117 | 1 033,41 | 4 325 | 1 038,16 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 198 | 0,00 | 28 | 0,00 | ||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 187 873 | −2,26 | 4 366 | −1,91 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 25 133 | 26,66 | 584 | 27,23 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 6 099 | 142 | ||||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 20 900 | 0,00 | 486 | 0,21 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | RHS Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 35 000 | −9,28 | 813 | −8,96 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9 046 | 1,03 | 210 | 1,45 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 183 946 | −22,09 | 4 | −20,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 49 | 4,26 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 14 550 | 0,00 | 338 | 0,60 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 39 958 | 7,00 | 929 | 7,41 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 95 230 | 13,65 | 2 213 | 14,07 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 138 998 | −2,69 | 3 230 | −2,36 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 175 683 | 343,48 | 27 323 | 345,06 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 173 802 | −4,68 | 4 039 | −4,36 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 348 | 13,22 | 78 | 13,24 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 134 560 | −3,79 | 3 | 0,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 324 | 252,17 | 8 | 250,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 425 217 | 1,29 | 288 762 | 1,64 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 649 813 | −1,48 | 15 102 | −1,15 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 29 987 | −3,58 | 697 | −3,33 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 24 591 | 0,00 | 571 | 0,35 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21 886 | 34,12 | 509 | 34,75 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 123 794 | −0,67 | 2 877 | −0,35 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 327 140 | 9,36 | 7 603 | 9,73 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 65 038 | 1,75 | 1 511 | 2,09 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 3 107 | 1,14 | 72 | 1,41 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 13 721 | −20,24 | 319 | −20,10 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 281 458 | −0,87 | 6 541 | −0,53 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 34 276 | 21,59 | 797 | 22,09 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 97 520 | 0,11 | 2 266 | 0,44 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 583 498 | 0,86 | 13 560 | 1,20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 307 973 | −23,89 | 7 | −22,22 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 9 304 | 217,54 | 216 | 222,39 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 28 996 | −6,55 | 674 | −6,27 | ||||
| 2025-08-25 | NP | SWYJX - Schwab Target 2055 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 146 078 | 8,87 | 49 875 | 9,25 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 21 979 | −21,79 | 511 | −21,54 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 420 274 | −2,70 | 9 767 | −2,36 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 076 | 3,59 | 48 | 4,35 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 658 | −45,14 | 387 | −44,95 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 24 216 | 164,92 | 563 | 166,35 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 36 544 | 0,71 | 849 | 1,07 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 14 652 | 0,00 | 341 | 0,29 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 1 223 302 | 10,24 | 28 430 | 10,62 | ||||
| 2025-08-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 75 719 | −73,82 | 1 760 | −86,66 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 596 702 | −2,85 | 13 867 | −2,51 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 166 900 | −1,83 | 3 879 | −1,50 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 5 001 | 0,00 | 116 | 0,87 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 497 739 | 0,00 | 11 567 | 0,74 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 14 000 | −2,67 | 325 | −2,40 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 248 152 | −6,77 | 5 767 | −6,44 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 103 365 | 1,60 | 2 402 | 1,95 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 278 954 | 93,23 | 6 483 | −5,51 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 33 083 | 1,69 | 769 | 1,99 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 119 125 | −24,30 | 2 768 | −24,04 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 9 268 | −13,93 | 215 | −13,65 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 187 326 | −0,89 | 4 353 | −0,55 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 308 693 | 1,69 | 7 174 | 2,05 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 102 | 2 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 177 133 | 16,03 | 4 117 | 16,44 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 10 757 | 0,00 | 250 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 242 913 | −1,57 | 5 645 | −1,22 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 270 | −75,57 | 6 | −76,00 | ||||
| 2025-08-25 | NP | SWYHX - Schwab Target 2045 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4 975 484 | 6,43 | 115 630 | 6,80 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 10 354 | −23,83 | 241 | −23,57 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 99 179 | −3,93 | 2 305 | −3,60 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 575 | −89,10 | 13 | −89,34 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −115 | −84,61 | −3 | −88,24 | |||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 30 761 | 712 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 250 | 0,00 | 52 | 0,00 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 53 067 | 11,74 | 1 233 | 12,19 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 144 097 | −0,14 | 3 349 | 0,21 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 57 543 | −5,54 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 447 | 3,47 | 10 | 0,00 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 718 | 0,14 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Myecfo, Llc | 483 048 | 0,18 | 11 232 | 0,57 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 121 | 0,83 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 42 227 | 1,84 | 981 | 2,19 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 724 791 | −2,44 | 16 844 | −2,10 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 12 | 0,00 | 0 | |||||
| 2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 7 636 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 15 119 | −21,90 | 351 | −21,65 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 9 648 | −14,01 | 224 | −13,51 | ||||
| 2025-08-25 | NP | SWYFX - Schwab Target 2035 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13 229 592 | 6,00 | 307 456 | 6,37 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 74 331 | −93,46 | 1 727 | −93,44 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 33 578 | −51,54 | 780 | −51,37 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 12 016 | 20,15 | 279 | 20,78 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 10 012 | 233 | ||||||
| 2025-07-17 | 13F | Youngs Advisory Group, Inc. | 9 744 | 227 | ||||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 36 706 | −79,43 | 853 | −79,36 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 411 030 | −30,68 | 9 552 | −30,44 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 932 303 | 18,02 | 21 667 | 18,43 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 49 935 | 1 160 | ||||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 987 851 | 2,95 | 162 398 | 3,30 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 14 596 | 0,00 | 339 | 0,30 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 50 539 | 6,59 | 1 175 | 7,71 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 7 094 | 0,00 | 165 | 0,00 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 623 079 | 1,71 | 14 480 | 2,06 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 10 846 | −0,90 | 252 | −0,40 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 10 440 | 243 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 19 610 | 0,00 | 452 | 1,57 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 47 243 | 11,43 | 1 098 | 11,82 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 161 | 0,62 | 4 | 0,00 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20 815 | −12,74 | 484 | −12,50 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 990 638 | −2,80 | 23 022 | −2,46 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 524 | −16,81 | 128 | −16,34 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 67 566 | −9,43 | 1 570 | −9,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 032 | −6,19 | 47 | −4,08 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 18 799 | −1,30 | 437 | −1,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 37 011 | −2,89 | 860 | −2,49 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 30 772 | −3,38 | 715 | −2,99 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 488 | −6,15 | 0 | |||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 46 234 | −13,88 | 1 074 | −13,60 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 51 522 | 16,14 | 1 180 | 16,62 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 43 109 | 2,65 | 993 | 2,06 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 64 035 | −48,26 | 1 488 | −48,08 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 339 | 1 694,38 | 171 | 1 788,89 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 12 312 | 1,03 | 286 | 1,42 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 19 172 | −10,67 | 446 | −10,46 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 306 | 0,00 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 535 | 0,59 | 36 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 11 | 0,00 |
