Grundläggande statistik
| Institutionella ägare | 1061 total, 1061 long only, 0 short only, 0 long/short - change of 5,45% MRQ |
| Genomsnittlig portföljallokering | 1.0659 % - change of −0,21% MRQ |
| Institutionella aktier (lång) | 548 592 160 (ex 13D/G) - change of 17,39MM shares 3,27% MRQ |
| Institutionellt värde (lång) | $ 20 674 016 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF (US:SPDW) har 1061 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 548,592,160 aktier. Största aktieägare inkluderar Creative Planning, Financial Engines Advisors L.L.C., Allworth Financial LP, LPL Financial LLC, Auto-Owners Insurance Co, Cwm, Llc, Tiaa Trust, National Association, Morgan Stanley, UBS Group AG, and Betterment LLC .
SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF (ARCA:SPDW) 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 9, 2025 is 42,22 / share. Previously, on September 10, 2024, the share price was 35,98 / share. This represents an increase of 17,34% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 50 643 | 0,00 | 2 051 | 11,23 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11 710 | −1,28 | 474 | 9,98 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 40 299 | 1,44 | 1 632 | 12,79 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 11 143 | 2,35 | 451 | 13,89 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 100 | 0,00 | 4 | 33,33 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 545 176 | −3,62 | 22 074 | 7,19 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 90 851 | 1,26 | 3 679 | 12,61 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 325 401 | −32,35 | 13 176 | −24,77 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 24 369 | −0,51 | 887 | 6,23 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 919 | 146,03 | 0 | |||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 743 | 152 | ||||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 124 | 0,00 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 99 636 348 | 15,03 | 4 034 276 | 27,92 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 64 205 | 4,09 | 2 600 | 15,77 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 6 020 | 0,00 | 244 | 10,96 | ||||
| 2025-08-05 | 13F | Burney Co/ | 10 484 | 5,40 | 424 | 17,13 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 315 800 | 90,87 | 12 787 | 112,25 | ||||
| 2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 195 176 | 27,39 | 7 903 | 41,66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 94 | 2,17 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 557 857 | 2,37 | 22 588 | 13,85 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 14 769 | 44,72 | 598 | 60,92 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 26 864 | 0,77 | 1 088 | 12,06 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 607 058 | 6,20 | 24 513 | 22,75 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 429 080 | 4,01 | 17 373 | 15,67 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 238 | 4,61 | 698 | 16,36 | ||||
| 2025-07-18 | 13F | Vicus Capital | 166 949 | 34,62 | 6 760 | 49,70 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 27 874 | 15,68 | 1 129 | 28,62 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 369 949 | −11,42 | 14 979 | −1,49 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 499 | 61 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 213 902 | 15,17 | 8 661 | 28,07 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 9 779 | 0,00 | 396 | 10,96 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 84 206 | 0,17 | 3 410 | 11,41 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 25 133 | 0,70 | 1 018 | 12,00 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 168 866 | 8,32 | 6 837 | 20,48 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 6 841 | 0,00 | 277 | 10,84 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 114 675 | −0,43 | 4 643 | 10,73 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 36 271 | −2,47 | 1 469 | 8,42 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 8 376 | −1,23 | 339 | 10,06 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 619 016 | 9,45 | 65 554 | 21,71 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 60 756 | 4,18 | 2 460 | 15,87 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 122 124 | 12,11 | 4 945 | 24,66 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 683 161 | 27,42 | 27 661 | 41,70 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 29 630 | −22,09 | 1 200 | −13,37 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 130 | 7,44 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 189 311 | 14,51 | 7 665 | 27,35 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 16 580 | −15,42 | 671 | −5,89 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 558 485 | −16,82 | 63 | −7,35 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 7 158 | 0,00 | 290 | 11,15 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 18 000 | 0,00 | 729 | 11,30 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 167 471 | 50,09 | 6 804 | 59,01 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 31 453 | 0,00 | 1 274 | 11,18 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 27 624 | 11,80 | 1 119 | 24,36 | ||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 566 317 | −18,43 | 22 930 | −9,29 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 700 | −95,59 | 28 | −95,16 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 175 | 7 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 18 216 | 7,79 | 738 | 19,84 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 59 356 | 430,01 | 2 403 | 490,42 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 10 235 | 0,00 | 414 | 11,29 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 45 166 | 13,15 | 1 829 | 25,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 480 | −35,91 | 19 | −29,63 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22 282 | −29,96 | 902 | −22,11 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 872 | 1,51 | 35 | 12,90 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 71 545 | −2,19 | 3 | 0,00 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 6 905 | 0,00 | 280 | 11,16 | ||||
| 2025-05-06 | 13F | Jackson Hole Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | RMR Wealth Builders | 19 795 | 34,49 | 801 | 49,72 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 79 708 | −3,58 | 3 227 | 7,24 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 176 566 | −5,49 | 7 149 | 5,10 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 54 723 | 1,40 | 2 216 | 12,78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 087 321 | −6,34 | 84 516 | 4,15 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 28 722 | 27,63 | 1 163 | 41,88 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 410 | 0,00 | 17 | 14,29 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 22 935 | −4,17 | 929 | 6,54 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 473 195 | 1,40 | 19 160 | 12,77 | ||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 177 448 | −41,88 | 7 185 | −35,38 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 10 980 | −11,31 | 443 | 0,00 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15 565 | 20,30 | 632 | 32,77 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 53 036 | −5,01 | 2 147 | 5,56 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 196 | 11,34 | 291 | 23,83 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 3 211 | 0,00 | 130 | 11,21 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 227 288 | 9,12 | 8 276 | 16,42 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 745 | 0,00 | 30 | 11,11 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 29 116 | 2,28 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 292 932 | −1,56 | 92 841 | 9,47 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9 352 | −0,33 | 379 | 10,85 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 176 641 | −7,70 | 7 152 | 2,64 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 344 618 | 21,17 | 13 954 | 34,31 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 152 557 | 0,61 | 6 177 | 11,88 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 2 663 | 0,00 | 108 | 11,46 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 598 244 | 0,09 | 24 223 | 11,30 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 751 | 0,00 | 71 | 11,11 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 9 555 | −32,69 | 387 | −25,19 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1 369 787 | 1,06 | 55 463 | 12,38 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 13 745 | 0,00 | 557 | 11,20 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 104 261 | 2,54 | 4 222 | 14,02 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 61 738 | −2,96 | 2 500 | 7,90 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 85 427 | −7,78 | 3 459 | 2,46 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 91 057 | 5,57 | 3 687 | 17,39 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 297 392 | 4,36 | 12 041 | 16,06 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 215 | −10,42 | 9 | −11,11 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 4 055 | 0,00 | 164 | 11,56 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 37 709 | −3,43 | 1 527 | 7,39 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 071 | 1,13 | 43 | 13,16 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 297 | 0,00 | 12 | 20,00 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 131 420 | 2,60 | 5 321 | 14,11 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 5 447 | −27,17 | 221 | −19,12 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 96 213 | −3,32 | 3 830 | 6,01 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 026 614 | 22 913,09 | 41 568 | 25 558,64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124 454 | 0,14 | 5 039 | 11,38 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 093 | 44 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 376 439 | 1,26 | 15 242 | 12,60 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 22 810 | 192,06 | 831 | 212,03 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 1 006 361 | 6,90 | 40 748 | 23,39 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 96 578 | −79,96 | 4 | −82,35 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 478 412 | −29,06 | 19 371 | −21,11 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 13 953 | −45,59 | 565 | −39,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5 210 | 211 | ||||||
| 2025-04-30 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 149 435 | −15,39 | 6 051 | −5,91 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 91 | −61,11 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 339 672 | −4,26 | 13 713 | 6,15 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 94 543 | −1,25 | 3 828 | 5,63 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 51 311 | 6,79 | 2 078 | 18,75 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 93 420 | 0,29 | 3 783 | 11,53 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1 210 | 0,00 | 49 | 9,09 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 52 237 | −36,40 | 2 115 | −29,26 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 5 936 | −1,66 | 240 | 9,59 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 839 004 | 5,18 | 74 461 | 16,97 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 57 666 | −48,24 | 2 335 | −42,46 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 324 699 | 25,81 | 13 482 | 37,83 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 13 086 | −44,62 | 530 | −38,49 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 959 | 6,05 | 1 173 | 17,91 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 123 617 | 8,61 | 5 005 | 20,78 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13 403 | 543 | ||||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 085 621 | 3,99 | 39 527 | 10,94 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 821 016 | −5,88 | 33 243 | 4,67 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 10 006 | 0,00 | 405 | 11,26 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 61 087 | 0,00 | 2 473 | 5,59 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 422 | 70,85 | 17 | 112,50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8 570 | 44,15 | 347 | 60,65 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 18 963 | 0,21 | 768 | 11,32 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 87 061 | 0,00 | 3 525 | 11,23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 23 639 | 119,86 | 957 | 144,76 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Conservest Capital Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 109 894 | 0,00 | 4 450 | 11,20 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 145 883 | 12,07 | 127 377 | 24,63 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 12 066 | 489 | ||||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 12 812 | −0,47 | 519 | 10,68 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 11 528 | 0,68 | 467 | 12,02 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 1 800 | 0,00 | 75 | 13,85 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 724 | 36,33 | 1 608 | 51,70 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 6 862 | 0,00 | 278 | 11,24 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 254 656 | 7,27 | 10 311 | 19,30 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 390 541 | −3,22 | 55 510 | 0,37 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 33 830 | 0,06 | 1 370 | 11,21 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5 237 | 212 | ||||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 19 625 | −0,40 | 795 | 10,74 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 12 373 | 501 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 80 830 | 8,30 | 3 273 | 20,43 | ||||
| 2025-05-15 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 906 904 | −1,24 | 36 721 | 9,83 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 562 638 | −44,63 | 63 271 | −38,43 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 747 947 | 7,59 | 30 284 | 19,64 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 37 310 | 1 511 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 583 | −60,29 | 64 | −55,86 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 34 409 | −2,14 | 1 393 | 8,83 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 15 426 | 12,21 | 625 | 24,80 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 15 500 | 0,00 | 628 | 11,17 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 19 396 | −0,51 | 785 | 10,72 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 14 917 | 0,00 | 604 | 11,25 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 494 549 | −35,43 | 20 024 | −28,20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 630 385 | 39,09 | 106 504 | 54,67 | ||||
| 2025-04-22 | 13F | First PREMIER Bank | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 6 705 | 271 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 16 505 | −8,43 | 668 | 1,83 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 48 102 | −1,95 | 1 948 | 9,01 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 99 967 | −39,74 | 4 048 | −33,00 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 611 | 2,37 | 794 | 15,91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 025 569 | −14,08 | 82 319 | −4,10 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 147 664 | 2,17 | 5 979 | 7,17 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 148 590 | −25,50 | 6 016 | −17,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 5 087 | −5,60 | 206 | 4,59 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 5 000 | 202 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 2 230 292 | −63,50 | 90 305 | −59,41 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 328 737 | 3,10 | 13 311 | 14,65 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 25 997 | −54,83 | 1 053 | −49,79 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 22 | 175,00 | 1 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8 887 478 | −8,53 | 359 854 | 1,72 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 608 | −20,59 | 267 | −11,59 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 268 733 | −2,63 | 10 881 | 8,29 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 608 406 | 5,48 | 24 634 | 17,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 117 568 | 0,38 | 4 760 | 11,63 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185 550 | 311,22 | 7 448 | 371,03 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 9 489 | 5,87 | 384 | 17,79 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 051 949 | 17,53 | 42 593 | 30,70 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 11 939 | −5,61 | 483 | 5,00 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 9 696 | 1,67 | 393 | 12,97 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 127 107 | −1,18 | 5 147 | 9,89 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 86 755 | 0,00 | 3 513 | 11,21 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 325 | 0,00 | 13 | 18,18 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 10 188 | −42,91 | 413 | −36,52 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 191 061 | 3,51 | 7 736 | 15,12 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 61 331 | 1,53 | 2 483 | 12,91 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 5 300 | −8,62 | 215 | 1,42 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 682 694 | 13,75 | 28 399 | 29,96 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 191 564 | −3,32 | 7 756 | 7,51 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 97 601 | 433,16 | 3 952 | 493,24 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 626 791 | 19,19 | 25 379 | 32,54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 875 425 | −2,28 | 75 936 | 8,67 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 22 294 | 36,66 | 903 | 52,11 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2 270 | 92 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 185 855 | 1,96 | 7 475 | 8,70 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 23 782 | 0,00 | 963 | 11,21 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 22 661 | −5,66 | 905 | 3,43 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 95 206 | 0,98 | 3 855 | 12,30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 290 232 | 3,33 | 11 751 | 14,90 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 201 072 | 3,46 | 8 141 | 15,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11 243 | 33,32 | 455 | 48,21 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2 780 | 113 | ||||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 24 289 | −8,13 | 983 | 1,87 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62 452 | 4,90 | 2 529 | 16,66 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 31 845 | 0,00 | 1 289 | 11,22 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 25 818 | −0,19 | 1 045 | 11,05 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 549 128 | −1,80 | 22 234 | 9,20 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 15 100 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 130 206 | 2,93 | 5 272 | 14,46 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 6 096 | 0,00 | 247 | 11,31 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 4 340 | −13,85 | 176 | −4,37 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 35 646 | 5,36 | 1 443 | 17,22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 50 766 | 2 056 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 80 985 | 7,22 | 3 279 | 21,13 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 6 914 | −0,29 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 101 618 | −0,25 | 4 115 | 10,92 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 55 337 | −23,87 | 2 241 | −15,34 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 7 221 | 292 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 16 217 | 0,00 | 657 | 11,19 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 24 916 | 6,05 | 1 009 | 17,89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 9 849 | 1,68 | 399 | 13,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 341 626 | 36,58 | 13 832 | 51,88 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 409 156 | 15,38 | 16 567 | 28,31 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 340 880 | 6,69 | 54 | 20,00 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 12 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 222 186 | 1,16 | 8 996 | 12,49 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 36 969 | 1,17 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 595 | 227 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 93 770 | 10,80 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 738 789 | 7,58 | 30 675 | 17,85 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30 409 | −0,37 | 1 231 | 10,80 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 21 561 | −2,32 | 873 | 8,72 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 207 187 | −34,23 | 8 389 | −26,87 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 164 165 | 8,11 | 6 647 | 20,24 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3 062 999 | 124 021 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 5 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 50 148 | −5,05 | 2 030 | 5,62 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 167 545 | 17,54 | 6 784 | 30,69 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 40 355 | 6,60 | 1 634 | 18,51 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 77 877 | −2,69 | 3 153 | 8,24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 50 769 | −70,05 | 2 056 | −66,70 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 355 921 | 206,03 | 14 411 | 240,36 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 30 400 | 1,21 | 1 231 | 12,53 | ||||
| 2025-04-15 | 13F | Collier Financial | 236 817 | 462,71 | 8 623 | 500,42 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 546 648 | 1,50 | 22 134 | 12,87 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35 362 | 31,02 | 1 432 | 45,72 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 27 559 | 1,27 | 1 116 | 12,63 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 79 116 | −24,05 | 3 203 | −15,55 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 686 303 | 145,98 | 27 788 | 173,56 | ||||
| 2025-07-11 | 13F | Bell Bank | 21 024 | 127,66 | 851 | 153,27 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 5 007 | 203 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 5 118 | 207 | ||||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 5 700 | −27,19 | 231 | −19,30 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 7 545 | 0,00 | 305 | 11,31 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 620 192 | −3,57 | 25 112 | 3,13 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10 361 | 11,65 | 419 | 24,33 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 31 446 | 0,00 | 1 273 | 11,28 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 19 703 | 183,90 | 798 | 237,71 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 339 020 | 0,96 | 135 197 | 12,28 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 55 598 | 0,49 | 2 251 | 11,77 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 177 842 | −1,04 | 88 181 | 10,04 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 43 325 | −6,72 | 1 754 | 3,73 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13 361 | −3,50 | 541 | 7,14 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 180 370 | −0,36 | 7 303 | 10,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 55 979 | −11,07 | 2 267 | −1,09 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7 000 | 0,00 | 283 | 11,42 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 1 276 782 | 51 697 | ||||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 7 795 | −53,54 | 316 | −48,36 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 23 761 | 1,66 | 962 | 13,18 | ||||
| 2025-08-12 | 13F | Skopos Labs, Inc. | 79 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 23 163 | −12,78 | 938 | −3,00 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 384 000 | 0,00 | 14 | 0,00 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 170 991 | 13,91 | 6 923 | 26,68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 318 848 | 5,16 | 11 609 | 12,19 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 427 208 | 9,23 | 17 298 | 21,47 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 77 385 | −0,51 | 3 133 | 10,67 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 336 622 | −3,14 | 13 630 | 7,71 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 26 600 | −1,54 | 1 077 | 9,56 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 194 710 | −24,58 | 7 884 | −16,13 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 15 801 | 640 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth ETF Portfolio Class A | 1 782 920 | −49,74 | 72 190 | −44,11 | ||||
| 2025-05-01 | 13F | Ai Financial Services Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 678 854 | 6,51 | 67 977 | 18,44 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 9 562 | 0,00 | 387 | 11,21 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 5 747 | 0,00 | 233 | 11,00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 988 | 37,37 | 404 | 53,03 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 13 225 | 0,04 | 535 | 11,23 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 12 670 | 0,00 | 513 | 11,06 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 417 799 | 0,27 | 16 917 | 11,50 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 13 175 | −20,58 | 533 | −11,61 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 500 | 0,00 | 304 | 18,82 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 313 038 | 1,70 | 12 675 | 13,10 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 37 | 0,00 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 397 532 | 61,82 | 16 414 | 80,75 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 117 | −9,30 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 56 802 | 2 300 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 243 | 0,00 | 10 | 12,50 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 841 | 331,28 | 34 | 385,71 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 13 588 | −7,80 | 550 | 2,61 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 16 716 | −28,69 | 677 | −20,75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 236 | 51 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 99 | 4 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 139 | 249 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 510 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Flagstone Financial Management | 658 015 | −2,84 | 26 643 | 8,05 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31 953 401 | 0,97 | 1 293 793 | 9,19 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 119 187 | 2,17 | 4 826 | 13,61 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 100 358 | −0,85 | 4 063 | 10,26 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29 052 | 1 176 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 8 374 | −48,86 | 339 | −43,12 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 113 871 | 0,00 | 4 611 | 11,19 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 875 | 76 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 60 067 | −17,20 | 2 187 | −11,67 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 20 843 | −7,49 | 844 | 2,80 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 5 630 | 0,00 | 228 | 11,27 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26 262 | 10,55 | 1 063 | 23,03 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 689 | 0,00 | 28 | 8,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 20 195 | −2,70 | 818 | 8,21 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 9 914 | 42,67 | 401 | 59,13 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 2 813 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 83 368 | −1,85 | 3 376 | 9,15 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 128 294 | 0,00 | 5 195 | 11,20 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 14 913 | −2,18 | 604 | 8,65 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 953 060 | 3,15 | 38 589 | 14,71 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18 719 | 11,40 | 758 | 23,90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 236 857 | 1,78 | 9 590 | 13,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4 003 | 162 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 58 600 | −5,17 | 2 373 | 5,47 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 22 552 | −22,18 | 913 | −16,08 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 7 650 | −12,57 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 1 053 989 | −3,83 | 38 376 | 2,59 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 27 524 | −52,50 | 1 114 | −47,18 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 3 895 | 6 285,25 | 158 | 7 750,00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 412 | 0,00 | 15 | 7,14 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 19 061 | 0,00 | 772 | 11,10 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 14 300 | 0,00 | 579 | 11,35 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 336 841 | 10,57 | 13 639 | 22,95 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 21 598 | 24,52 | 875 | 38,51 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5 577 | 1,14 | 226 | 12,50 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 8 391 174 | 15,23 | 339 759 | 28,14 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5 624 | 1,41 | 228 | 12,94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 297 199 | 11,78 | 12 033 | 24,31 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 197 253 | 7 987 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35 925 | 17,88 | 1 455 | 31,11 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 8 499 | −9,84 | 344 | 0,29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 69 208 | 2,69 | 2 802 | 14,23 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 117 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 428 420 | 0,87 | 17 347 | 12,17 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 12 811 | −43,35 | 519 | −37,06 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 32 354 | −13,38 | 1 310 | −3,61 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 402 429 | 0,91 | 16 294 | 12,23 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 15 540 | 0,00 | 629 | 11,33 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 137 855 | 5 488 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 93 822 | 33,04 | 3 789 | 46,25 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2 747 | 1,67 | 111 | 13,27 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 801 092 | 4,11 | 113 416 | 15,78 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 28 035 | 34,88 | 1 135 | 50,13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 4 418 246 | −1,73 | 178 893 | 9,27 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 9 800 | 3,70 | 397 | 15,12 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122 335 | −6,40 | 4 953 | 4,10 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 214 437 | 3,36 | 8 683 | 14,95 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 37 634 | −0,72 | 1 524 | 10,36 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 241 | 10 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 550 | −0,75 | 225 | 10,34 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 331 523 | −3,11 | 13 423 | 7,75 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 647 189 | 7,71 | 26 205 | 19,77 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 624 | 25 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15 398 | 6,99 | 623 | 26,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 292 666 | 11 850 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163 036 | −0,58 | 6 601 | 10,57 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 18 628 | −3,56 | 752 | 16,05 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 600 | 24 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6 324 | 1,18 | 256 | 12,78 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 46 417 | 0,27 | 1 879 | 11,51 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 10 040 | −21,70 | 409 | −12,45 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 611 | 1 427,50 | 25 | 2 300,00 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 271 295 | −2,85 | 91 965 | 8,04 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 115 468 | −28,90 | 4 675 | −20,94 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 66 378 | −44,25 | 2 684 | −38,09 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 24 561 | 30,43 | 994 | 45,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 610 586 | 258,22 | 65 214 | 298,38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 970 305 | −0,95 | 39 287 | 10,15 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 333 | −4,97 | 580 | 17,89 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10 206 | −3,65 | 413 | 7,27 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 112 120 | −2,37 | 166 500 | 8,61 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 62 | 3 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 124 932 | 5 059 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 74 | 1,37 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 41 518 | 22,71 | 1 687 | 32,76 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 184 | 10,60 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 436 079 | 2,41 | 17 657 | 13,89 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7 467 | 302 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 206 320 | 34,43 | 8 354 | 49,48 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 214 | 90 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 782 790 | 1,41 | 32 | 10,71 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 151 | 0,00 | 6 | 20,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 734 | 78,16 | 30 | 93,33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 583 | 226 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 44 | 0,00 | 2 | 0,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 378 | −9,51 | 87 | −6,52 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 62 387 | 15,29 | 2 526 | 28,22 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 50 501 | 0,72 | 2 045 | 12,00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 7 971 | 323 | ||||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 13 701 | 0,00 | 555 | 11,24 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 11 632 | −10,54 | 471 | −0,63 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 55 305 | 0,93 | 2 239 | 12,23 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 147 304 | −0,41 | 5 964 | 10,75 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 469 | 0,00 | 19 | 5,88 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 35 856 | 1,42 | 1 452 | 12,74 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 139 581 | 2,19 | 5 652 | 13,63 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 153 | 87 | ||||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 64 945 | 42,53 | 2 630 | 58,47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 5 088 | −1,81 | 206 | 9,57 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 168 515 | 230,17 | 7 | 500,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 15 077 | −6,86 | 610 | 10,51 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 11 623 | 1,41 | 471 | 12,71 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 997 | 49,10 | ||||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 11 565 | −0,31 | 468 | 10,90 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 247 136 | −1,35 | 10 007 | 9,70 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27 730 | 0,17 | 1 123 | 11,42 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 871 639 | −8,58 | 35 293 | 8,45 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 19 128 | 774 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 385 084 | 0,75 | 15 592 | 12,04 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8 701 | −1,02 | 352 | 10,00 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 6 011 | 0,00 | 243 | 11,47 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 404 032 | 36,33 | 16 359 | 51,61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160 665 | 2,52 | 6 505 | 14,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 3 862 | 71,72 | 156 | 92,59 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 363 | −7,46 | 431 | 0,23 | ||||
| 2025-08-11 | 13F | Fairfield University | 133 924 | −80,91 | 5 423 | −78,77 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 9 152 | 11,20 | 371 | 23,75 | ||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 8 783 | −40,50 | 356 | −33,89 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 17 090 | −0,09 | 692 | 11,09 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 23 473 | −1,79 | 950 | 9,20 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12 042 | −0,61 | 0 | |||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 817 | 1,40 | 114 | 12,87 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 18 523 | −33,65 | 750 | −26,28 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 63 059 | 8,29 | 2 553 | 20,42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 478 | 216,76 | 141 | 258,97 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 148 795 | −3,70 | 6 025 | 7,09 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9 989 | 1,01 | 404 | 12,22 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 143 105 | 2,85 | 5 794 | 14,37 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 106 640 | 37,34 | 44 808 | 52,73 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7 490 | 0,00 | 303 | 11,40 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 285 417 | −95,37 | 11 557 | −94,85 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7 115 | 7,19 | 288 | 19,50 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 377 711 | −1,21 | 15 294 | 9,86 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 362 546 | −4,52 | 14 679 | 6,18 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 10 704 | −0,75 | 433 | 10,46 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8 704 | 12,82 | 352 | 25,71 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 192 | 0,00 | 8 | 16,67 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 6 375 | 0,00 | 232 | 6,91 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 606 | 0,00 | 25 | 9,09 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 6 094 | −15,22 | 247 | −5,75 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 214 253 | 21,46 | 8 675 | 35,08 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 97 595 | 1,95 | 3 952 | 13,37 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 382 438 | 1,07 | 15 485 | 12,40 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 424 742 | 42,40 | 17 198 | 58,35 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 31 389 | −1,14 | 1 271 | 9,86 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 276 169 | 0,00 | 11 | 10,00 | ||||
| 2025-04-09 | 13F | JGP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1 221 | 49 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 184 | 3,02 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 95 257 | −29,40 | 3 857 | −21,50 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 22 879 | 926 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 537 552 | 12,96 | 21 765 | 25,62 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 12 114 | −0,01 | 490 | 11,11 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 89 | 4 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 3 159 | 128 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 015 227 | 15,81 | 41 107 | 28,79 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 164 462 | 1,70 | 6 659 | 13,09 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 5 967 | 242 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 81 222 | 0,00 | 3 289 | 11,19 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 58 476 | 32,40 | 2 368 | 47,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133 646 | 50,88 | 5 411 | 67,78 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 27 024 | 1 094 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14 312 | 48,59 | 579 | 65,43 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 470 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 39 409 | 0,30 | 1 596 | 11,54 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 8 692 | −74,79 | 352 | −71,95 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 206 | −7,31 | 89 | 9,88 | ||||
| 2025-07-02 | 13F | Norway Savings Bank | 100 937 | −3,13 | 4 087 | 7,72 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 276 | 9,05 | 335 | 21,38 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 931 | 21,12 | 321 | 34,87 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 6 827 | −19,68 | 276 | −10,68 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 168 668 | −3,08 | 6 829 | 7,78 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 395 890 | 0,32 | 56 797 | 12,11 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 1 900 | 0,00 | 77 | 10,14 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 369 | 0,00 | 15 | 7,69 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 118 212 | −5,09 | 4 785 | 5,54 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 20 957 | 846 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 177 602 | 15,36 | 7 191 | 28,30 | ||||
| 2025-08-07 | 13F | Keystone Financial Services | 5 731 | −22,79 | 232 | −14,07 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12 087 | 0,07 | 489 | 11,39 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6 942 | 1,60 | 281 | 13,31 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 203 228 | 61,04 | 8 229 | 79,10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 21 692 | 4,70 | 878 | 16,45 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 150 419 | −31,55 | 6 090 | −23,87 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 6 769 | 0,00 | 274 | 11,38 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 6 872 | 0,00 | 278 | 11,20 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 90 502 | 7,35 | 3 664 | 19,39 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 536 | −33,46 | 224 | −25,83 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41 340 | 2,69 | 1 674 | 14,20 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 367 | 0,00 | 15 | 7,69 | ||||
| 2025-07-28 | 13F | Tlwm | 13 986 | −0,60 | 566 | 10,55 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 219 390 | 8 734 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 42 863 | −1,38 | 1 745 | 13,54 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9 207 | 12,68 | 373 | 25,25 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4 944 | 200 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 44 779 | 4,85 | 1 813 | 16,67 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 972 | 35,91 | 80 | 51,92 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 18 883 | 10,50 | 765 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 5 683 | −5,86 | 230 | 5,02 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 813 687 | 9,36 | 73 345 | 20,70 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 130 | 0,00 | 5 | 25,00 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 11 209 | 0,08 | 454 | 11,30 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 10 110 | −6,59 | 409 | 3,81 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 46 587 | −1,41 | 1 886 | 9,65 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 507 962 | 15,35 | 20 567 | 28,28 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 708 918 | 498,97 | 28 704 | 566,14 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 1 595 482 | 1,94 | 64 601 | 25,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 7 695 | 42,71 | 312 | 58,67 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 200 | 49 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 37 000 | 1,97 | 1 498 | 13,40 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 347 | 0 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 34 | 0,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 23 911 | −20,13 | 968 | −11,19 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 6 332 | 0,00 | 256 | 11,30 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 218 934 | 2,39 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 983 830 | 686,53 | 161 305 | 774,71 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 822 | −17,07 | 74 | −7,59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 20 862 | −1,74 | 845 | 9,18 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 51 780 | 688,25 | 2 091 | 742,74 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 7 603 | 308 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2 158 | 15,09 | 87 | 27,94 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 578 | 2,63 | 104 | 14,29 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 901 955 | 10,34 | 36 520 | 22,71 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 27 222 | 9,18 | 1 102 | 21,50 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 489 841 | −2,58 | 19 834 | 8,34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 783 624 | 17,20 | 31 729 | 30,33 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 117 593 | 11,81 | 4 761 | 24,34 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 33 078 | 103,33 | 1 339 | 126,18 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 064 | 0,00 | 43 | 13,16 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 231 593 | −0,91 | 9 377 | 10,19 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5 088 | 4 611,11 | 206 | 6 766,67 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 2 912 | −0,48 | 118 | 10,38 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 18 997 | −7,54 | 769 | 2,81 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 100 736 | 15,52 | 4 079 | 28,48 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 133 128 | −8,64 | 5 421 | 1,82 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 7 780 | 315 | ||||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 172 676 | 13,82 | 6 992 | 26,58 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73 966 | 2 995 | ||||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 46 963 | 0,98 | 1 902 | 12,29 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 46 088 | −14,25 | 1 866 | −4,65 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7 322 | 296 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 95 099 | −3,79 | 3 840 | 5,79 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 6 442 | 261 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 383 847 | 1,23 | 15 542 | 12,57 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 661 727 | −6,01 | 26 793 | 4,53 | ||||
| 2025-08-04 | 13F | Balentine LLC | 24 253 | −3,47 | 982 | 7,44 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43 331 | 12,97 | 1 754 | 25,64 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 932 870 | −6,34 | 37 772 | 4,16 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 963 759 | 289,51 | 39 | 387,50 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 70 495 | 2 854 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 14 181 618 | 9,36 | 574 | 21,61 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 247 260 | 8,38 | 10 012 | 20,53 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 8 324 | −5,74 | 337 | 4,98 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 42 139 | 53,09 | 1 706 | 70,26 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 9 213 | 0,09 | 373 | 11,34 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 53 674 | −28,55 | 2 173 | −20,55 | ||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 12 129 | 0,00 | 491 | 11,34 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 247 342 | −9,14 | 10 015 | 1,04 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 9 805 | −18,02 | 397 | −8,74 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 888 | 36 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 142 066 | 8,04 | 5 683 | 18,30 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 683 161 | 3,72 | 27 661 | 13,60 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 6 723 | 272 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 182 089 | 0,67 | 7 373 | 11,95 | ||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 85 900 | −30,28 | 3 478 | −22,45 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 35 325 | −6,88 | 1 438 | 4,13 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38 902 | 0,64 | 1 575 | 11,94 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 393 | 218 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 1 769 | 0,00 | 72 | 10,94 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 69 213 | −8,05 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 77 263 | −0,49 | 3 128 | 10,65 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 109 305 | −24,33 | 4 426 | −15,86 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 134 097 | 28,62 | 5 430 | 43,02 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 14 392 | 0,92 | 524 | 4,80 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 55 622 | 25,59 | 2 252 | 39,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 415 | 43,96 | 381 | 60,08 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 6 275 | 254 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7 726 859 | 24,80 | 313 | 38,67 | ||||
| 2025-04-10 | 13F | Clarus Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 209 | 253 | ||||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 193 217 | 7,88 | 7 315 | 14,64 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 17 150 | −32,55 | 694 | −24,97 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 112 970 | 0,25 | 4 574 | 11,48 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 5 278 | −24,59 | 214 | −16,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 985 322 | 24,37 | 200 012 | 37,03 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 53 579 | 0,12 | 2 169 | 11,34 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 8 920 | −63,61 | 362 | −61,14 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 89 077 | −0,01 | 3 607 | 11,19 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 32 598 | −13,58 | 1 320 | −3,93 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 2 372 040 | −5,97 | 96 044 | 4,56 | ||||
| 2025-07-07 | 13F | Trust Co | 816 | −0,12 | 33 | 13,79 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 8 911 | −51,93 | 361 | −46,51 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 732 670 | 7,86 | 29 666 | 19,95 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 8 373 | −3,41 | 339 | 7,62 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 187 | 0,00 | 8 | 16,67 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 20 851 | −2,42 | 844 | 8,48 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 259 147 | −3,39 | 10 493 | 7,42 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 20 082 | 1,68 | 802 | 11,40 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 69 944 | 8,35 | 2 873 | 24,22 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 746 | 0,00 | 30 | 11,11 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 636 | −11,03 | 228 | −0,87 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 169 | 412 | ||||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 703 776 | 5,20 | 28 496 | 16,99 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 6 419 | 0,23 | 260 | 11,16 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 8 476 | −1,36 | 343 | 9,94 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 89 258 | 531,92 | 3 614 | 603,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 723 650 | 14,37 | 29 301 | 27,18 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 173 800 | −27,58 | 7 037 | −19,47 | ||||
| 2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 31 302 | 187,70 | 1 267 | 219,95 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 738 744 | 4,48 | 29 912 | 16,19 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 23 308 | 13,10 | 944 | 25,73 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 7 887 | −0,67 | 319 | 10,38 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 17 438 | 706 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 19 604 | 0,00 | 794 | 11,22 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6 077 404 | −5,46 | 246 | 5,13 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 40 999 | 2,62 | 1 660 | 14,17 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 544 588 | 5,66 | 22 050 | 17,51 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 885 540 | 1,65 | 35 856 | 13,04 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 159 | 1,27 | 6 | 20,00 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65 811 | −2,26 | 2 665 | 8,69 | ||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 3 215 | 0,00 | 130 | 11,11 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 87 582 | 0,64 | 3 546 | 11,93 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 20 403 | −17,26 | 826 | −7,92 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 100 738 | 4 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 863 857 | −32,11 | 34 978 | −24,50 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 647 594 | −13,33 | 269 161 | −3,62 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21 089 | 854 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 422 738 | 4,37 | 17 117 | 16,06 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 91 629 | 16,30 | 3 723 | 29,78 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 2 990 | 0,00 | 121 | 12,04 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 565 077 | 63 370 | ||||||
| 2025-08-11 | 13F | Advisor Resource Council | 10 318 | −94,37 | 418 | −93,43 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 5 521 | −0,52 | 224 | 10,40 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 52 252 | 0,81 | 2 142 | 13,51 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 92 378 | −3,66 | 3 740 | 7,13 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 30 | 0,00 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 382 482 | −16,19 | 96 467 | −6,79 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 33 560 | 0,27 | 1 359 | 11,49 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5 605 | 4,94 | 227 | 16,49 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5 129 | 208 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 498 | 0,00 | 20 | 11,11 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 29 681 | 11,62 | 1 202 | 24,07 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 639 | 0,31 | 26 | 8,70 | ||||
| 2025-05-15 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 177 098 | 15,00 | 7 171 | 27,88 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 50 559 | 5,43 | 2 047 | 17,24 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 557 518 | 51,53 | 22 574 | 68,51 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 255 803 | 1,42 | 10 357 | 12,78 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 45 059 | 1,07 | 1 824 | 12,38 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 8 327 | 0,00 | 336 | 12,37 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 6 861 | −68,49 | 256 | −67,80 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 402 017 | 1,28 | 16 278 | 12,52 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 045 | 0,00 | 42 | 10,53 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 323 195 | −1,35 | 13 086 | 9,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20 569 | −55,83 | 833 | −50,91 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 81 497 | −6,86 | 3 300 | 3,58 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 8 012 | 0,00 | 324 | 11,34 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 400 | 57 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 822 837 | 0,93 | 33 317 | 12,24 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 372 603 | 17,65 | 15 087 | 30,84 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 068 | −46,47 | 813 | −40,51 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 17 385 | −56,54 | 704 | −51,72 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 49 969 | 1 190,19 | 2 023 | 872,60 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 11 629 | −7,27 | 471 | 9,81 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 78 468 | 9,65 | 3 177 | 21,96 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 187 076 | 31,99 | 7 575 | 46,78 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 37 122 | −1,88 | 1 503 | 9,15 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 9 423 | −12,95 | 382 | −3,30 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 259 | 0,00 | 10 | 11,11 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 96 345 | −8,43 | 3 901 | 1,85 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20 833 | 0,97 | 844 | 12,25 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 9 415 | −3,88 | 381 | 7,02 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 105 616 | 6,25 | 4 276 | 18,15 |
Other Listings
| MX:SPDW |
