Grundläggande statistik
| Institutionella ägare | 1396 total, 1390 long only, 0 short only, 6 long/short - change of 5,83% MRQ |
| Genomsnittlig portföljallokering | 2.1417 % - change of 0,22% MRQ |
| Institutionella aktier (lång) | 712 374 028 (ex 13D/G) - change of 83,21MM shares 13,23% MRQ |
| Institutionellt värde (lång) | $ 43 948 521 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio S&P 500 ETF (US:SPLG) har 1396 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 712,374,028 aktier. Största aktieägare inkluderar Betterment LLC, Bank Of America Corp /de/, LPL Financial LLC, Jones Financial Companies Lllp, USS Investment Management Ltd, Creative Planning, Envestnet Asset Management Inc, Morgan Stanley, Invesco Ltd., and Cwm, Llc .
SPDR Series Trust - SPDR Portfolio S&P 500 ETF (ARCA:SPLG) 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 16, 2025 is 77,66 / share. Previously, on September 17, 2024, the share price was 66,23 / share. This represents an increase of 17,26% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Fiduciary Planning LLC | 12 442 | −0,97 | 904 | 9,44 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11 591 | 9,17 | 843 | 20,63 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 18 425 | −15,54 | 1 339 | −6,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 124 564 | 3,39 | 9 055 | 14,29 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 48 | 0,00 | 3 | 0,00 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 457 590 | 9,06 | 33 262 | 20,55 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 25 734 | −0,45 | 1 871 | 10,06 | ||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 3 067 | −1,00 | 223 | 9,36 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 76 589 | 6,54 | 5 567 | 17,77 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 401 116 | −9,48 | 29 157 | 0,05 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 10 596 | −10,44 | 770 | −1,03 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 175 002 | 3,26 | 12 721 | 14,14 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 152 | 0,00 | 11 | 10,00 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 113 123 | 13,73 | 8 223 | 25,72 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hillman Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 515 | 0,00 | 37 | 12,12 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 31 140 324 | 1,04 | 2 263 590 | 11,69 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1 966 408 | 2,59 | 142 938 | 13,40 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 25 428 | −0,22 | 1 848 | 10,33 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 791 | 0,51 | 57 | 11,76 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 5 502 | 2,40 | 400 | 13,03 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 37 842 | 13,57 | 2 751 | 25,51 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 758 262 | −23,40 | 55 | −15,38 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16 666 | 1 211 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 11 038 | −67,42 | 802 | −64,00 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 419 555 | 3,87 | 30 497 | 14,82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 753 | 200 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 792 765 | −40,95 | 57 626 | −34,73 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 929 | 213 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 36 815 | 0,77 | 2 676 | 11,41 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 18 963 | 0,00 | 1 378 | 20,24 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 6 645 | 0 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 5 627 | 0,00 | 409 | 10,54 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 97 632 | −10,59 | 7 097 | −1,17 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 3 316 | 0,00 | 241 | 10,55 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 4 881 | −53,23 | 355 | −48,40 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 772 309 | −11,45 | 56 139 | −2,12 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 373 635 | 13,93 | 27 160 | 38,81 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 26 647 | 17,18 | 1 937 | 29,50 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 125 | 9 | ||||||
| 2025-08-08 | 13F | Financial Life Planners | 5 830 | −2,46 | 424 | 7,63 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 40 | −51,81 | 3 | −60,00 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 13 383 | 3,47 | 973 | 14,35 | ||||
| 2025-07-18 | 13F | Vicus Capital | 48 103 | 0,67 | 3 497 | 11,27 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 25 847 | 13,22 | 1 879 | 25,12 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 33 151 | 2,51 | 2 410 | 13,31 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 7 201 | 7,62 | 523 | 18,86 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 2 887 | 0,00 | 210 | 10,58 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 9 478 | −80,75 | 689 | −78,75 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 232 647 | 537,23 | 16 911 | 604,63 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3 746 | 272 | ||||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 39 803 | −17,48 | 2 893 | −8,77 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 41 668 | 1,27 | 3 029 | 11,94 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9 079 | 660 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 114 220 | −2,88 | 8 303 | 7,34 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 429 | 0,00 | 31 | 10,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 59 401 970 | 88,51 | 4 317 929 | 108,37 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 533 400 | 7,15 | 38 773 | 18,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 177 549 | 3,73 | 85 596 | 14,66 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 76 130 | −0,74 | 5 534 | 9,72 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 409 | 121,78 | 320 | 150,00 | ||||
| 2025-08-14 | 13F | USS Investment Management Ltd | 41 572 102 | 96,09 | 3 021 668 | 116,76 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 889 651 | 2,66 | 64 669 | 13,48 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 753 | −6,23 | 200 | −0,99 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 127 027 | −17,24 | 9 234 | −8,52 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 23 908 | −6,28 | 1 738 | 3,58 | ||||
| 2025-07-09 | 13F | Mfg Wealth Management, Inc. | 36 990 | −1,07 | 2 689 | 9,36 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2025-07-28 | 13F | Essex LLC | 3 816 | 0,00 | 277 | 10,80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 263 600 | −21,31 | 19 161 | −13,02 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 656 054 | 8,57 | 47 689 | 20,01 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 859 | 62 | ||||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 3 722 | −1,25 | 274 | 21,88 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 24 345 | 8,47 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 231 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 920 220 | 7,92 | 67 | 17,86 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 593 185 | 19,93 | 43 119 | 32,57 | ||||
| 2025-08-08 | 13F | AJ Advisors, LLC | 5 592 | −27,80 | 406 | −20,24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3 219 | −2,28 | 234 | 7,87 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 41 523 | 3,84 | 3 018 | 14,80 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 87 352 | 241,01 | 6 350 | 277,02 | ||||
| 2025-04-25 | 13F | Ironwood Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 16 877 | 0,11 | 1 227 | 10,65 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 650 | −11,26 | 0 | |||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 559 | 0,00 | 41 | 11,11 | ||||
| 2025-05-07 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 111 757 | 9,99 | 8 124 | 21,58 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 225 968 | 67,08 | 16 426 | 84,70 | ||||
| 2025-08-08 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 9 536 000 | 6,51 | 693 172 | 17,74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 63 578 | 4,37 | 4 622 | 15,38 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 13 111 | −39,77 | 953 | −33,40 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 23 166 | 21,14 | 1 684 | 33,89 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 34 520 | 17,98 | 2 509 | 30,41 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2 335 301 | 68,70 | 169 753 | 87,59 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 30 324 | −45,98 | 2 204 | −40,29 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 206 302 | −0,38 | 14 996 | 10,12 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 228 082 | −1,40 | 89 269 | 8,99 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 574 409 | −4,58 | 42 | 5,13 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 80 769 | −35,36 | 5 871 | −28,54 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 113 557 | 30,08 | 8 254 | 43,80 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 440 | 32 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 7 143 | 0,00 | 519 | 10,66 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 175 699 | 54,77 | 12 772 | 71,08 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 22 930 | 1 684 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 307 503 | 15,90 | 167 732 | 28,12 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 765 | 0,00 | 56 | 10,00 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 5 250 | 9,56 | 382 | 20,95 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 31 | 0,00 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 11 499 | −6,34 | 836 | 3,47 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 194 522 | 20,90 | 14 140 | 33,64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 187 501 | 74,50 | 13 629 | 92,88 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 12 | 1 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-21 | NP | PBFDX - Payson Total Return Fund | 177 000 | 0,00 | 12 866 | 10,54 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 3 706 | 269 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 213 332 | 13,14 | 15 507 | 25,07 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 025 617 | −7,15 | 583 382 | 2,63 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 436 977 | 101,65 | 28 736 | 92,35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 367 976 | 431,11 | 26 748 | 485,04 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 763 291 | −22,57 | 55 484 | −14,41 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 053 233 | 2,58 | 149 250 | 13,39 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 26 578 | −12,78 | 1 932 | −3,59 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 65 387 | −5,19 | 4 753 | 4,79 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 19 957 | 13,59 | 1 451 | 25,54 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 37 666 | 2 738 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 39 667 | 0,15 | 2 892 | 10,64 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 13 694 | 0,48 | 995 | 11,05 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 90 094 | 1 664,47 | 6 549 | 1 854,63 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 28 201 | −38,13 | 2 050 | −31,63 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 28 065 | −36,26 | 2 104 | −28,03 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 199 609 | 14 510 | ||||||
| 2025-07-16 | 13F | Taiyo Life Insurance Co | 855 500 | −30,76 | 62 | −23,46 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3 440 | 258 | ||||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 270 | 0,00 | 20 | 11,76 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 33 628 | 2 444 | ||||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 3 936 | 0,00 | 286 | 10,85 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 280 211 | 78,80 | 20 369 | 97,65 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 45 088 | −1,87 | 3 277 | 8,47 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 16 605 | −1,13 | 1 207 | 9,33 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 8 029 770 | −21,58 | 583 684 | −13,32 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 9 101 | −32,89 | 662 | −25,81 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 307 809 | −0,15 | 22 375 | 10,37 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 2 993 | 218 | ||||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 87 | 141,67 | 6 | 200,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 9 710 | 5,37 | 706 | 15,95 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 3 989 | 0,00 | 290 | 10,31 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 67 294 | 2,35 | 4 892 | 13,14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 61 649 | 149,59 | 4 481 | 175,92 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 8 788 | −29,20 | 639 | −21,81 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 523 815 | −26,27 | 110 766 | −18,50 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 231 974 | −31,15 | 16 862 | −23,89 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 143 554 | 5,77 | 10 435 | 16,92 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 122 055 | 27,02 | 8 462 | 42,24 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 913 360 | 66 392 | ||||||
| 2025-05-12 | 13F | Sandy Cove Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 12 699 | 0,00 | 923 | 10,54 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 5 317 895 | 3,75 | 386 558 | 14,68 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 376 | 0,27 | 27 | 12,50 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 199 519 | 0,24 | 14 503 | 10,80 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 160 | 0,00 | 12 | 10,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 463 | 0,00 | 34 | 10,00 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 12 502 | 27,08 | 909 | 40,56 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 26 500 | −44,82 | 1 968 | −36,77 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 4 010 594 | −5,02 | 291 530 | 4,99 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 47 396 | −15,26 | 3 445 | −6,33 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 382 317 | −42,48 | 27 791 | −36,42 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 191 133 | −62,66 | 14 | −60,61 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 257 410 | 2,22 | 91 401 | 13,00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 12 792 | −12,60 | 930 | −3,43 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 100 175 | 96,76 | 7 282 | 117,47 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 924 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 78 370 | −64,46 | 5 697 | −60,72 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 10 251 | −1,95 | 745 | 8,44 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 258 | −20,62 | 19 | −5,00 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 50 277 | −0,39 | 3 655 | 11,06 | ||||
| 2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 539 160 | −41,58 | 40 008 | −34,08 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 53 269 | 11,70 | 3 882 | 23,13 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 23 834 | −0,05 | 1 733 | 10,46 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 5 897 | 388 | ||||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 22 007 | −11,51 | 1 600 | −2,20 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 611 381 | 78,92 | 44 441 | 97,77 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 28 455 | −1,70 | 2 068 | 8,67 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 43 329 | 4,54 | 3 150 | 15,56 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 345 895 | −14,01 | 25 143 | −4,94 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 348 | 0,00 | 25 | 13,64 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 17 775 | 1,80 | 1 292 | 12,54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 32 426 | 57,85 | 2 357 | 74,59 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 14 881 | 0,00 | 1 082 | 10,53 | ||||
| 2025-08-01 | 13F | Reliant Investment Partners, LLC | 10 494 | 0,00 | 763 | 10,43 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 45 974 | 7,19 | 3 342 | 18,48 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 285 750 | 0,00 | 20 771 | 10,54 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 8 | 0,00 | 1 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 5 906 | 82,12 | 429 | 101,41 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 82 928 | 6 028 | ||||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 180 872 | 3,20 | 13 148 | 14,07 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 75 142 | 19,31 | 5 462 | 31,90 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 3 783 | −1,66 | 275 | 8,30 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 580 | 42 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 15 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13 547 | 222,09 | 1 024 | 273,72 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 101 807 | 3,21 | 7 400 | 14,09 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 998 | 0,20 | 73 | 10,77 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 143 893 | −0,64 | 10 460 | 9,83 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4 817 | 0,00 | 350 | 10,76 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 9 177 | 57,68 | 667 | 74,61 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 131 018 | 2,03 | 9 083 | 1,21 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 3 000 | 218 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1 704 384 | −0,31 | 123 892 | 10,20 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 62 605 | 0,00 | 4 551 | 10,54 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 53 900 | −1,07 | 3 918 | 9,35 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 35 844 | −10,21 | 2 606 | −0,76 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 40 218 | −3,06 | 2 923 | 7,15 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 35 858 | 19,15 | 2 607 | 31,68 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 31 350 | 2 279 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2 338 | 112,93 | 170 | 134,72 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 15 797 | −4,13 | 1 148 | 6,00 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 12 364 | −46,56 | 899 | −40,96 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 186 322 | 23,04 | 13 544 | 36,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 3 252 | 0,31 | 236 | 10,80 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 62 605 | 0,00 | 4 548 | 10,09 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 21 811 | −32,56 | 1 585 | −25,45 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 870 | 3 125,00 | 281 | 3 914,29 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 205 151 | −30,00 | 14 912 | −22,63 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 908 809 | −14,28 | 66 061 | −5,24 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 839 896 | −2,37 | 279 122 | 7,92 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 36 798 | −0,91 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 4 554 | −39,02 | 331 | −32,59 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 714 771 | 5,46 | 51 957 | 16,57 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 384 | 56,56 | 101 | 72,41 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24 623 | 1 790 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 3 791 | 0,11 | 276 | 10,44 | ||||
| 2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 394 482 | 25 720 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 3 485 | −1,22 | 253 | 9,05 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 13 954 | 127,23 | 1 014 | 151,61 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 16 242 | −0,27 | 1 181 | 10,28 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 5 089 | −8,57 | 374 | 13,03 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 23 255 | −5,12 | 1 690 | 4,90 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 46 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 92 007 | 6 688 | ||||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 787 826 | −9,91 | 57 267 | −0,41 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 62 702 | 15,49 | 4 558 | 27,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44 200 159 | 42,24 | 3 196 556 | 57,36 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 141 967 | 16,09 | 10 320 | 28,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 870 | 4,25 | 1 578 | 24,74 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 123 514 | 0,32 | 8 978 | 10,89 | ||||
| 2025-05-05 | 13F | Copperwynd Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 10 572 050 | −34,89 | 768 482 | −28,03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 474 264 | 4,02 | 34 474 | 14,98 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 6 537 | −11,65 | 475 | −2,26 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 92 | 7 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3 238 | 235 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5 487 | 1,42 | 398 | 12,11 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71 212 | 1,25 | 5 176 | 11,91 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 107 647 | 0,00 | 7 019 | −7,91 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 3 147 | 0,70 | 229 | 11,22 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 7 193 | −16,88 | 523 | −8,26 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 5 040 | −1,95 | 366 | 8,28 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 694 | 2,12 | 431 | 18,46 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 154 | 6,94 | 11 | 22,22 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 4 984 | 0,00 | 362 | 10,70 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 988 | −4,89 | 290 | 5,09 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 28 546 | 10,60 | 2 083 | 30,29 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 41 367 | 6,34 | 3 021 | 21,52 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 10 980 | 0,17 | 798 | 10,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 135 132 | 46,65 | 300 583 | 62,11 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 6 010 | −77,11 | 437 | −74,74 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 77 936 | 0,23 | 5 665 | 10,80 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 223 | −1,76 | 16 | 14,29 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 588 463 | 563,66 | 42 775 | 633,70 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 373 889 | −27,54 | 27 178 | −16,90 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 207 | 0,32 | 524 | 10,81 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 457 391 | 93,87 | 33 248 | 114,30 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 151 302 | 3,17 | 10 998 | 14,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 772 865 | 2,17 | 274 | 13,22 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23 350 | −69,02 | 1 697 | −65,76 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 4 662 | −13,62 | 339 | −4,52 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 589 | 31,10 | 770 | 44,82 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5 643 | 8,54 | 410 | 20,23 | ||||
| 2025-08-07 | 13F | PFG Advisors | 324 648 | 61,67 | 23 599 | 78,72 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 775 966 | −19,42 | 419 855 | −10,93 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 7 000 | 0,00 | 509 | 10,43 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 12 037 | 5,77 | 875 | 16,84 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 138 171 | −0,27 | 10 044 | 10,24 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 141 826 | 6,30 | 10 | 25,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 425 956 | 75,57 | 252 048 | 96,43 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 822 093 | 11,56 | 205 138 | 23,32 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 47 370 | 171,96 | 3 443 | 200,70 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 224 128 | 46,31 | 16 292 | 61,73 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 56 316 | 2,40 | 4 094 | 13,19 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 375 228 | 6,09 | 27 275 | 17,27 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 163 674 | −0,03 | 10 763 | −4,63 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 37 840 | 2,84 | 2 751 | 13,68 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 1 243 800 | −5,93 | 81 096 | −13,37 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 12 290 | −7,96 | 893 | 1,71 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 411 202 | −7,64 | 29 890 | 2,09 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 6 079 | 0,00 | 442 | 10,53 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 300 | −57,14 | 22 | −54,35 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 28 592 | −11,97 | 2 125 | −1,25 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3 503 | 8,22 | 259 | 21,70 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 11 039 | 14,83 | 802 | 26,90 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18 637 | 1 355 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 84 957 | 45,39 | 6 176 | 60,72 | ||||
| 2025-08-14 | 13F | TIG Advisors, LLC | 5 910 541 | 429 787 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 340 286 | −6,84 | 24 735 | 2,98 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 068 772 | 85,02 | 78 | 108,11 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 89 716 | 2,49 | 6 521 | 13,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 549 971 | 0,29 | 39 977 | 10,86 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 638 521 | 18,67 | 46 414 | 31,18 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 262 485 | −10,96 | 19 080 | −1,58 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8 065 | 2,26 | 586 | 13,13 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2 139 | 5,63 | 155 | 16,54 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 48 834 | −10,79 | 3 564 | −0,67 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 89 297 | 0,62 | 6 491 | 11,23 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 33 512 | −29,80 | 2 436 | −22,40 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 36 874 | 0,49 | 2 680 | 11,11 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 18 854 | −0,85 | 1 370 | 9,60 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 855 769 | 14,06 | 62 206 | 26,08 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 570 503 | 14,05 | 41 470 | 26,06 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 259 846 | 156,83 | 19 317 | 190,34 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 391 | 28 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 046 | 10,13 | 658 | 21,67 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 139 360 | 21,69 | 10 230 | 42,24 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 19 175 | 17,59 | 1 394 | 29,94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 137 001 | 12,82 | 300 719 | 24,71 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 32 164 | 5,68 | 2 338 | 16,79 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 177 | 13 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 82 706 | 1,53 | 6 012 | 12,23 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 29 816 | 12,37 | 2 167 | 24,25 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3 496 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 128 | 0,00 | 9 | 12,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 725 983 | 57,58 | 198 | 75,22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 4 202 | −2,64 | 305 | 7,77 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 838 | −83,93 | 252 | −84,69 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 65 389 | −35,94 | 4 753 | −29,19 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 83 385 | 2,39 | 6 061 | 13,18 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 8 696 | 0,00 | 632 | 10,68 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 2 759 | 201 | ||||||
| 2025-08-08 | 13F | Renasant Bank | 39 459 | −15,53 | 2 868 | −6,61 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30 204 | 21,70 | 2 196 | 34,50 | ||||
| 2025-08-14 | 13F | Endurance Services Ltd | 2 831 385 | 0,00 | 205 813 | 10,54 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 448 526 | 221,69 | 32 603 | 255,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 134 997 | −58,43 | 9 813 | −54,06 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 40 635 | 1,21 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 25 881 | 2,12 | 1 881 | 12,91 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 8 733 | −12,45 | 635 | −3,21 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7 581 592 | 3,14 | 551 106 | 14,01 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 106 883 | −21,81 | 7 769 | −13,56 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 433 011 | 24,31 | 31 476 | 37,42 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 370 | 0,00 | 390 | 10,48 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 63 763 | −5,76 | 4 635 | 4,16 | ||||
| 2025-07-23 | 13F | Magnolia Capital Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 732 | 13,30 | 271 | 25,46 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 613 | 0,00 | 45 | 10,00 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 24 486 | 553,48 | 1 780 | 623,17 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 18 815 | −55,00 | 1 368 | −50,27 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 2 925 | 213 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 443 416 | 11,69 | 32 232 | 23,46 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 199 609 | 22,52 | 14 510 | 35,43 | ||||
| 2025-04-15 | 13F | Collier Financial | 24 352 | −83,01 | 1 601 | −83,79 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 265 | 11,87 | 528 | 23,65 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 2 928 | −5,64 | 213 | 3,92 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8 754 | 19,10 | 636 | 31,68 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2 788 | 203 | ||||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 45 288 | 1,21 | 3 292 | 11,86 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 122 | 445 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 187 330 | 13,25 | 13 617 | 25,19 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 53 332 | −22,93 | 3 877 | −14,81 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 822 | 2,70 | 569 | 13,60 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 118 967 | 185,58 | 8 648 | 215,70 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 8 279 | −1,86 | 602 | 8,48 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 16 338 | 1 188 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 5 968 | 47,39 | 434 | 55,20 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 20 608 | −3,95 | 1 498 | 6,24 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 24 748 | 175,50 | 1 799 | 204,75 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 489 | 194,58 | 36 | 250,00 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 45 902 | 42,98 | 3 337 | 75,21 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 668 002 | −0,48 | 48 557 | 10,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 9 972 | 48,70 | 725 | 64,55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 39 930 | 10,28 | 2 902 | 21,88 | ||||
| 2025-07-24 | 13F | Fulcrum Capital LLC | 25 338 | 0,00 | 1 842 | 10,50 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 3 511 270 | 2,96 | 255 234 | 13,81 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5 042 | 0,06 | 367 | 10,57 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 818 773 | −0,81 | 59 517 | 10,59 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 459 000 | 0,00 | 30 | 0,00 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 23 970 | 4,11 | 1 742 | 15,06 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 5 288 | 1,75 | 384 | 12,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39 980 | 39,16 | 2 906 | 53,84 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 213 289 | −8,25 | 15 504 | 1,42 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 28 016 | 2 036 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 43 | 0,00 | 3 | 50,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 176 217 | 1,99 | 85 499 | 12,74 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 12 222 | −12,99 | 888 | −3,79 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 3 030 | −86,91 | 220 | −85,55 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 281 | 2,18 | 20 | 11,11 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 72 | 0 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 54 954 | −13,24 | 3 995 | −4,11 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 65 611 | 19,49 | 4 769 | 32,11 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 5 025 | −28,94 | 365 | −21,34 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 4 804 | 0,00 | 349 | 10,79 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 41 387 | 0,00 | 3 008 | 10,55 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 3 123 | 205 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer October Account Class 2 | 98 032 | −6,31 | 7 126 | 3,56 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 615 | 37,97 | 335 | 52,97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 430 | 24,13 | 613 | 40,37 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 2 207 | −2,39 | 160 | 8,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 273 770 | 0,11 | 18 003 | −4,51 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 21 013 | 0,69 | 1 527 | 11,30 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 35 123 | 3,31 | 2 553 | 14,23 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 96 497 | 7,61 | 7 014 | 18,96 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 831 | 278 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 6 079 | 2,31 | 442 | 13,08 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 336 170 | 8,60 | 24 436 | 20,04 | ||||
| 2025-08-07 | 13F | Payden & Rygel | 485 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 4 275 | 0,00 | 311 | 10,32 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 25 204 | −0,31 | 1 832 | 10,23 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 349 460 | 27,65 | 25 402 | 41,10 | ||||
| 2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 52 338 | 0,00 | 3 442 | 0,00 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 154 384 | −0,92 | 11 222 | 9,53 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 758 839 | 0,23 | 55 160 | 10,79 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 100 354 | −4,83 | 7 295 | 5,21 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2 992 | 224 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 81 521 | 0,62 | 5 926 | 11,23 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 86 770 | 65,64 | 6 477 | 96,39 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 46 808 | −3,45 | 3 402 | 6,71 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 642 161 | 11,57 | 46 679 | 23,32 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 3 951 | 0,00 | 287 | 10,81 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 197 581 | 0,00 | 12 993 | 0,00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 13 633 | −7,10 | 991 | 2,59 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 107 300 | 18,06 | 7 800 | 30,51 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 617 700 | 1,35 | 44 901 | 12,03 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 309 | −1,50 | 95 | 4,40 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 20 | 1 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 242 | 0,00 | 18 | 13,33 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 084 | 33,42 | 151 | 48,04 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 25 480 | −14,94 | 1 852 | −5,94 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15 282 | 1,06 | 1 124 | 25,31 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 663 | 0,00 | 48 | 11,63 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 11 758 | 0,00 | 855 | 10,48 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 2 123 820 | −4,62 | 154 369 | 5,43 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 128 | 9 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 12 025 | 2,65 | 874 | 13,51 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 166 087 | 2,50 | 12 073 | 13,30 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 995 | 72 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4 063 | 0,02 | 295 | 10,49 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 300 | 0,00 | 22 | 10,53 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 4 876 | 0,00 | 354 | 10,63 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 144 192 | −3,07 | 10 476 | 7,08 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 13 105 | −0,76 | 953 | 9,68 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 327 | 0,00 | 24 | 9,52 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 20 505 | 85,15 | 1 491 | 104,67 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53 893 | −7,44 | 3 918 | 2,32 | ||||
| 2025-08-06 | 13F | Kedalion Capital Management LLP | 7 014 380 | 509 875 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 17 336 | −4,18 | 1 260 | 5,97 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 14 257 | 1 036 | ||||||
| 2025-07-16 | 13F | Flower City Capital | 19 444 | 0,00 | 1 413 | 10,56 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 26 659 | 316,87 | 1 938 | 361,19 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 482 200 | 35 051 | ||||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 543 482 | −31,17 | 39 506 | −23,92 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 293 571 | 12,14 | 21 340 | 23,96 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 10 150 | 738 | ||||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 22 444 | −58,65 | 1 631 | −56,41 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 47 993 | 32,20 | 3 489 | 46,12 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 145 768 | 4,57 | 10 596 | 15,59 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 122 516 | −40,13 | 8 906 | −33,83 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 587 263 | 22,69 | 115 378 | 35,62 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70 588 | 14,19 | 5 131 | 26,22 | ||||
| 2025-07-02 | 13F | Michael S. Ryan, Inc. | 67 930 | −60,02 | 4 938 | −55,81 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 1 225 | 0,00 | 89 | 11,25 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 96 443 | −28,56 | 7 010 | −21,02 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 940 | 0,32 | 68 | 11,48 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 26 084 | −14,04 | 1 896 | −4,96 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 16 677 | −7,76 | 1 212 | 2,02 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 5 051 | 0 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 4 117 | 299 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 82 139 | 3,80 | 5 971 | 14,74 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 2 419 000 | −15,97 | 175 837 | −7,11 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 8 911 | 0,00 | 648 | 10,60 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 308 154 | −9,50 | 22 400 | 0,04 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4 822 | 351 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 31 474 | 332,39 | 2 288 | 378,45 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 4 650 | −3,41 | 338 | 6,96 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 229 784 | 2,64 | 16 703 | 13,46 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 466 838 | −1,49 | 33 934 | 8,89 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 13 106 | 0,06 | 953 | 15,53 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Call | 75 000 | −0,27 | 430 | 84,12 | |||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 19 294 | −5,84 | 1 402 | 4,08 | ||||
| 2025-07-17 | 13F | KWB Wealth | 1 278 232 | −6,33 | 84 057 | −10,65 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 55 181 | 12,05 | 4 011 | 23,87 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 308 914 | 2,35 | 22 455 | 13,14 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 26 102 | −2,74 | 1 915 | 20,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 374 754 | −2,27 | 27 241 | 8,02 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 649 753 | 9,87 | 119 921 | 21,44 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 24 440 | −0,01 | 1 777 | 10,52 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 97 242 | 2,81 | 7 068 | 13,65 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 12 753 | −38,26 | 927 | −31,74 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11 883 | 7,35 | 864 | 18,71 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Put | 12 800 | 13 | |||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 146 105 | −1,35 | 9 608 | −5,90 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 104 | 0,00 | 8 | 16,67 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 622 431 | 79,70 | 117 935 | 98,64 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 26 685 | 18,98 | 1 940 | 31,55 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 50 518 | 0,24 | 3 672 | 10,80 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 183 870 | −29,26 | 13 366 | −21,81 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 568 746 | 2,32 | 41 342 | 13,10 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9 144 | 21,11 | 665 | 33,87 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 975 | 216 | ||||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 350 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 279 164 | 0,78 | 20 292 | 11,40 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 34 010 | −96,60 | 2 472 | −96,41 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 118 100 | 1,44 | 8 618 | 15,77 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 569 | 52,18 | 114 | 70,15 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 122 477 | −4,83 | 8 903 | 5,20 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 87 329 | 6 348 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2 412 | 175 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 11 914 | 0,05 | 866 | 10,60 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 529 822 | −1,16 | 111 203 | 8,87 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 414 348 | −43,95 | 30 119 | −38,04 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 106 046 | 2,01 | 7 708 | 12,76 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 106 475 | 49,16 | 7 735 | 82,64 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 713 | 27,99 | 1 288 | 59,28 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 20 429 | 6,78 | 1 485 | 18,04 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 59 729 | 4,14 | 4 342 | 15,12 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 133 | 0,00 | 10 | 12,50 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 6 134 | 0,00 | 446 | 10,42 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 292 | 21 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 237 591 | 5,33 | 17 271 | 16,43 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 21 001 | −64,97 | 1 527 | −61,29 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38 436 | 77,48 | 2 794 | 96,14 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 145 934 | 10 608 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 56 158 | −45,37 | 4 135 | −38,85 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 47 799 | 374,43 | 3 143 | 352,88 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 675 230 | 43,67 | 49 083 | 58,82 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 226 767 | 4,98 | 16 484 | 16,04 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 770 715 | 3,56 | 56 023 | 14,48 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 43 732 | 18,10 | 3 179 | 30,51 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 365 | −68,83 | 27 | −66,23 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 610 231 | 2,20 | 44 358 | 12,97 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 5 272 | −93,30 | 395 | −92,37 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 35 023 | 247,00 | 2 624 | 301,84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 5 256 | 28,79 | 382 | 42,54 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3 426 | 249 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 23 821 | 1 732 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 176 445 | 7,88 | 12 826 | 19,25 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 14 | 1 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 205 074 | −6,30 | 14 907 | 3,57 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 65 767 | 5,12 | 4 781 | 16,19 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 3 571 | −2,56 | 260 | 7,47 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 101 332 | −21,02 | 7 366 | −12,71 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 93 124 | 14,97 | 6 765 | 27,02 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 105 504 | 5,30 | 7 669 | 16,41 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8 044 | 2,68 | 585 | 13,40 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 11 | 1 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 51 659 | 12,78 | 3 755 | 24,67 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9 937 | 0,47 | 722 | 6,02 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 1 103 488 | 1,69 | 80 | 12,68 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2 768 | 201 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 290 | 21,54 | 537 | 36,04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 634 | 246,45 | 46 | 283,33 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 6 572 | 100,00 | 478 | 120,83 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 196 716 | 0,82 | 14 299 | 11,45 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 8 500 | 618 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 171 | −21,56 | 12 | −14,29 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 70 515 | −8,38 | 5 126 | 1,28 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 590 | −13,16 | 116 | −4,17 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 503 396 | 91,95 | 36 592 | 112,19 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 208 559 | −14,50 | 15 267 | −4,82 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 4 807 | 0,46 | 349 | 11,15 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 664 018 | 0,19 | 48 267 | 10,75 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 255 163 | −1,66 | 18 548 | 8,70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 643 254 | 13,91 | 46 758 | 25,92 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 500 | −77,01 | 36 | −74,83 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 30 681 | −19,62 | 2 230 | −11,16 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 582 460 | 6,72 | 42 339 | 17,97 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 171 601 | 10,45 | 12 800 | 24,78 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1 112 | 209,75 | 81 | 247,83 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 84 126 | −0,42 | 6 115 | 10,08 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 149 079 | −3,87 | 11 | 0,00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 902 | 429 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 729 | 143,00 | 53 | 173,68 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 087 | 26,81 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 17 143 | −86,63 | 1 246 | −85,23 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 439 | 40,99 | 468 | 56,00 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 253 015 | 3,30 | 18 392 | 14,19 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 164 666 | −7,13 | 11 970 | 2,65 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 046 | 439 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 3 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 12 295 | −0,36 | 894 | 10,11 | ||||
| 2025-07-10 | 13F | Threadgill Financial, Llc | 18 210 | −2,87 | 1 324 | 7,39 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8 708 | 33,05 | 633 | 46,98 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 5 068 | −0,78 | 368 | 9,85 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 918 | −3,29 | 1 012 | 6,87 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6 479 | 0,29 | 471 | 10,85 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 619 | −14,89 | 238 | −12,87 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 77 616 | −89,55 | 5 642 | −88,45 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 5 697 | −30,35 | 414 | −22,91 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 1 093 900 | −20,15 | 79 516 | −11,74 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 994 | 0,10 | 145 | 9,92 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 761 | −94,78 | 564 | −94,23 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 290 740 | 6,44 | 21 134 | 17,65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 055 143 | 10,58 | 149 388 | 22,23 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 50 682 | −6,44 | 3 684 | 3,43 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 182 976 | 0,50 | 13 301 | 11,08 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 520 673 | −0,93 | 183 228 | 9,51 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 24 101 | −8,93 | 1 752 | 0,63 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 289 537 | 1 225,54 | 21 | 2 000,00 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5 108 | 2,12 | 371 | 13,11 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 53 820 | −49,91 | 4 | −57,14 | ||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 15 087 | −8,99 | 1 097 | 0,55 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7 994 | 12,04 | 581 | 23,88 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22 637 | 1 645 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 915 | 0,74 | 652 | 3,66 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 80 391 | −3,67 | 5 844 | 6,49 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4 406 753 | 5,33 | 320 327 | 16,43 | ||||
| 2025-06-04 | 13F | Pvg Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 336 260 | −0,20 | 24 443 | 10,31 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 28 523 | 6,38 | 2 073 | 17,58 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 219 988 | 214,93 | 15 991 | 248,14 | ||||
| 2025-07-22 | NP | DLCFX - Destinations Large Cap Equity Fund Class I | 87 944 | −87,85 | 6 097 | −87,95 | ||||
| 2025-05-15 | 13F | Cantor Fitzgerald, L. P. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 509 | 17,46 | 182 | 23,81 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 31 | 2 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 437 | 2,87 | 250 | 13,70 | ||||
| 2025-08-14 | 13F | Welch Capital Partners Llc/ny | 268 485 | −20,66 | 20 | −13,64 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 9 538 | 0,28 | 693 | 10,72 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 12 767 | 928 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 231 439 | 7,65 | 16 823 | 18,99 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 50 649 | 0,23 | 3 682 | 10,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 940 516 | 17,16 | 723 | 29,62 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 14 198 | 20,60 | 1 032 | 33,33 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 8 449 | −94,44 | 614 | −93,86 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 19 423 | −0,71 | 1 412 | 9,72 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 11 450 | 21,16 | 832 | 33,98 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 046 071 | 32,13 | 76 039 | 46,05 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 682 800 | −1,12 | 50 083 | 17,04 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 1 064 700 | 77 393 | ||||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 136 906 | −1,16 | 9 952 | 9,26 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 172 | 0,00 | 13 | 9,09 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 20 450 | −52,32 | 1 | −50,00 | ||||
| 2025-08-12 | 13F | American Century Companies Inc | 263 600 | −21,31 | 19 161 | −13,02 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 8 226 | 0,00 | 598 | 10,56 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 15 076 | −4,44 | 991 | −4,44 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 13 549 | −10,31 | 985 | −0,91 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 78 417 | 94,49 | 5 700 | 115,01 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 332 692 | −3,86 | 24 183 | 6,27 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 3 216 | −64,02 | 234 | −60,31 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 5 177 | 0,00 | 376 | 10,59 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 12 591 | 915 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 112 170 | 6,26 | 80 843 | 17,46 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4 263 | −26,60 | 310 | −18,90 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 148 916 | −4,12 | 10 825 | 5,98 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | Put | 302 200 | 18,28 | 21 967 | 30,74 | |||
| 2025-07-16 | 13F | Dakota Wealth Management | 41 278 | 0,77 | 3 000 | 11,40 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 5 073 | 0,00 | 369 | 10,51 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 959 | 15,59 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 999 568 | 24,53 | 72 659 | 31,30 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | F/M Investments LLC | 2 862 | 208 | ||||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 322 | −32,88 | 241 | −25,85 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 47 846 | −5,74 | 3 478 | 4,16 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 115 334 | 16,47 | 8 384 | 28,73 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 299 | 22 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 114 330 | 47,71 | 8 311 | 63,29 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 25 613 | −52,06 | 1 862 | −47,03 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 188 205 | 0,00 | 14 | 8,33 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 74 | 0,00 | 0 | |||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 851 | 62 | ||||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 756 | −0,40 | 55 | 10,20 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 264 | 0,00 | 19 | 11,76 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29 554 | −3,37 | 2 148 | 6,81 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 153 563 | −1,47 | 11 163 | 8,92 | ||||
| 2025-08-11 | 13F | Gr Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 5 900 | 0,00 | 429 | 10,59 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 592 919 | 45,29 | 43 099 | 60,60 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 242 | 90 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 131 592 | 0,74 | 82 255 | 11,35 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 9 009 | 0,00 | 655 | 10,47 | ||||
| 2025-07-22 | 13F | Ffg Retirement Advisors Llc | 150 109 | −10,94 | 10 911 | −1,55 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 12 | 0,00 | 1 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 16 920 | 104,67 | 1 113 | 95,43 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 35 355 | −7,05 | 2 570 | 2,72 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19 141 | 1 391 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 5 413 | −1,92 | 393 | 3,42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 331 880 | 15,81 | 24 124 | 28,02 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 26 695 | 0,00 | 1 940 | 10,54 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 792 637 | −5,44 | 57 617 | 4,53 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 425 | 3,77 | 903 | 14,74 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 3 096 749 | −37,76 | 225 | −31,19 | ||||
| 2025-08-14 | 13F | Fmr Llc | 159 789 | 10,73 | 11 615 | 22,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 42 158 | 34,54 | 3 064 | 48,74 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 614 | 7,53 | 699 | 18,91 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 5 591 | −19,41 | 406 | −10,96 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | RCS Financial Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 801 | 204 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 103 866 | 1 515,33 | 7 550 | 1 689,10 | ||||
| 2025-04-21 | 13F | Liquid Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 7 563 | −1,57 | 550 | 8,71 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 4 142 | 0,00 | 301 | 10,66 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 161 | −93,80 | 375 | −93,15 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 346 | 0,00 | 25 | 13,64 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 15 868 | −5,35 | 1 153 | 4,63 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 256 | 91 | ||||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 79 815 | 39,15 | 5 802 | 53,79 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 600 | 175,04 | 2 660 | 204,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 5 878 | −2,08 | 424 | 7,61 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 25 866 | 4,28 | 1 880 | 15,27 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6 242 | 454 | ||||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 5 357 | 389 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 5 860 | −1,78 | 426 | 7,32 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 29 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 3 859 | 281 |
Other Listings
| MX:SPLG |
