Grundläggande statistik
Institutionella ägare | 1396 total, 1390 long only, 0 short only, 6 long/short - change of 5,99% MRQ |
Genomsnittlig portföljallokering | 2.1417 % - change of −0,86% MRQ |
Institutionella aktier (lång) | 712 374 028 (ex 13D/G) - change of 83,94MM shares 13,36% 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 19, 2025 is 78,30 / share. Previously, on September 20, 2024, the share price was 67,04 / share. This represents an increase of 16,80% 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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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 | ||||||
2025-08-11 | 13F | Madison Asset Management, LLC | 63 900 | −1,37 | 4 645 | 9,01 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2 264 471 | 0,57 | 164 604 | 23,22 | ||||
2025-05-02 | 13F | Sumitomo Life Insurance Co | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Tlwm | 14 183 | −0,63 | 1 031 | 9,81 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 444 020 | −0,42 | 32 276 | 10,07 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 28 | 0,00 | 2 | 100,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16 473 | 1,92 | 1 197 | 12,71 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 14 680 | 49,99 | 1 067 | 65,94 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 6 830 | −1,29 | 496 | 9,25 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 26 705 | −2,04 | 1 941 | 8,31 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 898 | −6,79 | 211 | 2,94 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 870 | 63 | ||||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 139 | −5,49 | 882 | 4,50 | ||||
2025-07-14 | 13F | Abound Wealth Management | 54 015 | −3,37 | 3 926 | 6,83 | ||||
2025-04-07 | 13F | Partnership Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | River Street Advisors LLC | 91 053 | 2,74 | 6 619 | 13,57 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 7 545 | 0,13 | 548 | 10,71 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 241 694 | 304,78 | 17 566 | 347,43 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 376 | 0,00 | 27 | 12,50 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 1 132 714 | −37,51 | 82 337 | −30,93 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 64 395 | −0,76 | 4 681 | 9,68 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 708 | −19,18 | 0 | |||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 570 500 | 41 470 | ||||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 65 | 5 | ||||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wedmont Private Capital | 3 404 | −11,08 | 250 | 3,75 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 262 740 | 20,86 | 19 099 | 33,60 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 4 880 | 16,41 | 355 | 28,73 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 12 263 | 0,88 | 1 | |||||
2025-07-21 | 13F | Crews Bank & Trust | 1 040 376 | 5,78 | 75 625 | 16,92 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 1 052 | 18,87 | 76 | 31,03 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 129 109 | 7,31 | 9 385 | 18,62 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 45 766 | −0,00 | 3 327 | 10,54 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 9 598 | 11,32 | 698 | 23,14 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 9 270 | −62,24 | 690 | −57,41 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 562 435 | −3,19 | 40 883 | 7,01 | ||||
2025-07-29 | NP | ETFWX - North Square Tactical Defensive Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 119 004 | 2,40 | 8 652 | 13,20 | ||||
2025-07-09 | 13F | Beacon Financial Group | 45 933 | −9,36 | 3 339 | 0,18 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 19 957 | 20,46 | 1 451 | 39,02 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 25 425 | 15,18 | 1 848 | 27,36 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 21 036 | −35,81 | 1 529 | −29,02 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 3 889 | 82,15 | 283 | 101,43 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 11 920 | 12,43 | 866 | 24,25 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 259 255 | 5,06 | 18 845 | 16,13 | ||||
2025-08-08 | 13F | Brogan Financial, Inc. | 70 441 | 4,70 | 5 120 | 15,73 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 416 | 30 | ||||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 37 141 | 2 700 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | Call | 283 500 | 10,96 | 20 608 | 22,65 | |||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 7 492 | −98,79 | 1 | −100,00 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 41 | 3 | ||||||
2025-07-14 | 13F | Gries Financial Llc | 25 822 | −4,88 | 1 877 | 5,15 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 773 | −55,68 | 56 | −50,88 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 22 674 | −8,78 | 1 648 | 0,86 | ||||
2025-08-08 | 13F | Bailard, Inc. | 7 569 | 25,73 | 550 | 39,24 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 898 | 20,21 | 65 | 32,65 | ||||
2025-08-13 | 13F | American Money Management, LLC | 10 480 | −2,08 | 762 | 8,25 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 19 103 | 5,37 | 1 389 | 16,44 | ||||
2025-08-04 | 13F | One Day In July LLC | 805 761 | 17,36 | 58 571 | 29,73 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 561 432 | 1,94 | 40 811 | 12,68 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 35 758 | −0,58 | 2 599 | 9,89 | ||||
2025-08-04 | 13F | Balentine LLC | 50 817 | 0,00 | 3 694 | 10,54 | ||||
2025-08-13 | 13F | Copley Financial Group, Inc. | 12 394 | −5,61 | 901 | 4,29 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 48 517 | −22,40 | 3 527 | −14,23 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 7 477 | 0,30 | 543 | 10,82 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 7 979 | 0,01 | 580 | 10,69 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 31 | 2 | ||||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 124 144 | 1,22 | 9 024 | 112 687,50 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 109 680 | 11,14 | 7 973 | 22,85 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 41 154 | 2 991 | ||||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 4 853 | −96,26 | 353 | −95,88 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 3 635 | 264 | ||||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 4 022 | −1,45 | 292 | 8,96 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 2 316 | 75,32 | 168 | 95,35 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 25 655 | −21,38 | 1 865 | −13,10 | ||||
2025-07-23 | 13F | Meitav Dash Investments Ltd | 78 186 | 5 683 | ||||||
2025-08-05 | 13F | Elm Partners Management LLC | 33 731 | −73,80 | 2 452 | −71,05 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 36 | 0,00 | 3 | 0,00 | ||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 2 983 | 217 | ||||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 43 804 | 71,50 | 3 168 | 89,75 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 144 872 | 0,69 | 10 531 | 11,30 | ||||
2025-07-31 | 13F | Shaker Investments Llc/oh | 21 794 | 5,09 | 1 584 | 16,21 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 14 425 | −3,87 | 1 049 | 6,29 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 606 321 | 37,61 | 44 073 | 52,11 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 11 | 450,00 | 1 | |||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 742 | 345 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 11 875 | −31,95 | 863 | −24,76 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 45 | −100,00 | 3 | −100,00 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 158 994 | 32,88 | 11 557 | 46,89 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 10 | 0,00 | 1 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 338 746 | −3,36 | 97 313 | 6,82 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 10 201 | −18,97 | 759 | −8,22 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 177 | 81,92 | 86 | 102,38 | ||||
2025-07-28 | 13F/A | Penbrook Management LLC | 3 500 | 254 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68 914 | 258,18 | 5 009 | 295,97 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 34 181 | 145,61 | 2 485 | 171,48 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 102 | −2,94 | 225 | 7,14 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8 477 966 | 5,49 | 609 735 | 15,37 | ||||
2025-07-23 | 13F | True Vision MN LLC | 13 017 | −15,15 | 946 | −6,15 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 27 390 | 4,70 | 1 991 | 15,70 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 64 687 | 10,73 | 4 702 | 22,42 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 3 701 | 20,20 | 269 | 33,17 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 130 049 | 6,98 | 9 453 | 18,25 | ||||
2025-05-08 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1 812 265 | 1,59 | 131 734 | 12,29 | ||||
2025-07-24 | 13F | Financial Security Advisor, Inc. | 64 760 | 0,04 | 4 707 | 10,60 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 38 383 | 9,78 | 2 790 | 21,36 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 540 013 | 0,70 | 39 254 | 11,31 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 354 850 | −3,78 | 25 794 | 6,37 | ||||
2025-08-14 | 13F | Sei Investments Co | 5 030 | 19,82 | 366 | 32,25 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 272 474 | 4,60 | 19 806 | 15,63 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 181 | 86 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 11 156 | 5,01 | 819 | 24,85 | ||||
2025-07-15 | 13F | ACT Advisors, LLC. | 55 102 | 0,63 | 4 005 | 11,25 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 233 | 0,00 | 17 | 6,67 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 927 722 | 0,80 | 67 436 | 11,43 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 131 033 | −1,97 | 10 | 12,50 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 16 845 | 3,22 | 1 224 | 14,07 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 171 818 | 15,78 | 12 489 | 27,97 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 4 228 | 4,06 | 307 | 14,98 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 306 738 | −33,65 | 22 297 | −26,66 | ||||
2025-07-17 | 13F | Olympus Wealth Management, Llc | 434 407 | 76,86 | 31 577 | 95,51 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 729 | 143,00 | 53 | 147,62 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 848 519 | −9,09 | 61 679 | 0,49 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 170 484 | −3,17 | 12 392 | 7,03 | ||||
2025-08-14 | 13F | Betterment LLC | 73 909 544 | 13,88 | 5 372 | 25,90 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 113 850 | −0,45 | 8 276 | 10,04 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 60 | 400,00 | 4 | |||||
2025-07-15 | 13F | Hofer & Associates. Inc | 22 257 | 57,99 | 1 618 | 74,62 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 49 063 | 3 566 | ||||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Argent Trust Co | 4 011 | 0,00 | 292 | 10,65 | ||||
2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 3 ETF | 120 000 | 65,98 | 8 320 | 64,63 | ||||
2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 1 ETF | 86 400 | 19,66 | 5 990 | 18,71 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 15 884 712 | 11,39 | 1 154 660 | 23,13 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 178 | 231 | ||||||
2025-05-02 | 13F | Invera Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 12 386 | 22,67 | 900 | 35,75 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 535 746 | 63,94 | 38 943 | 81,22 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 341 859 | −29,42 | 24 966 | −16,46 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 115 512 | 30,40 | 8 397 | 44,14 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | 223 647 | 16 257 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 315 127 | 0,56 | 22 907 | 11,17 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 204 293 | 11,19 | 14 850 | 22,91 | ||||
2025-04-23 | 13F | Moran Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Pineridge Advisors LLC | 2 031 | −39,55 | 148 | −33,18 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 713 740 | 0,00 | 51 882 | 11,20 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 6 529 | −4,18 | 475 | 5,80 | ||||
2025-07-31 | 13F | Daido Life Insurance Co | 440 783 | 0,00 | 32 | 14,29 | ||||
2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 171 674 | 20,87 | 12 415 | 34,13 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 752 588 | 8,54 | 54 706 | 19,98 | ||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 16 603 | −37,62 | 1 207 | −31,09 | ||||
2025-08-04 | 13F | McMill Wealth Management | 312 997 | −1,10 | 22 694 | 9,05 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 480 481 | 1,60 | 34 926 | 12,31 | ||||
2025-08-13 | 13F | Mizuho Bank, Ltd. | 2 100 000 | 50,00 | 152 649 | 65,81 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer January Account Class 2 | 115 728 | −20,14 | 8 412 | −11,72 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 395 949 | −51,31 | 28 782 | −46,18 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 3 570 | −38,17 | 261 | −32,03 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 47 110 | 204 726,09 | 3 424 | 342 300,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 152 500 | 173,79 | 11 085 | 202,70 | |||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 10 400 | −72,85 | 756 | −70,02 | |||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14 501 | 12,80 | 1 054 | 24,73 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 7 719 | −97,65 | 561 | −97,40 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 301 755 | −5,23 | 21 935 | 4,75 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2 758 | 200 | ||||||
2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 11 629 | −0,63 | 845 | 9,88 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 121 076 | 3,25 | 8 801 | 14,12 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 6 871 | −6,39 | 499 | 3,53 | ||||
2025-07-10 | 13F | HWG Holdings LP | 47 620 | 5,72 | 3 461 | 16,85 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 28 414 | 0,23 | 2 065 | 10,78 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 28 387 | 22,07 | 2 112 | 38,06 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 13 683 | −16,83 | 995 | −8,05 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 184 594 | 54,64 | 13 418 | 70,95 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 63 534 | 114,99 | 4 496 | 142,90 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 617 | 0,00 | 45 | 10,00 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 532 | 0,00 | 39 | 11,76 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 4 254 | 2,63 | 309 | 13,60 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 5 489 | −2,47 | 399 | 7,57 | ||||
2025-07-16 | 13F | Embree Financial Group | 13 835 | 0,42 | 1 006 | 10,93 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 93 105 | −3,41 | 6 768 | 6,77 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 8 245 | 599 | ||||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 3 780 | 14,72 | 275 | 26,85 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 3 808 | 0,00 | 277 | 10,40 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 26 806 | 2,90 | 1 949 | 13,72 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 906 | −4,08 | 284 | 5,99 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 12 686 | −7,29 | 922 | 2,56 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 361 186 | −5,59 | 26 255 | 0,24 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 29 352 | 10,13 | 2 134 | 21,75 | ||||
2025-08-11 | 13F | Goodman Financial Corp | 46 796 | −36,15 | 3 402 | −29,43 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 202 | 0,00 | 87 | 10,13 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 627 089 | 246,46 | 118 273 | 282,97 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 500 | 109 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 229 651 | 4,09 | 16 693 | 15,05 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 154 363 | 1,71 | 11 221 | 12,42 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 54 652 | −28,53 | 3 973 | −21,00 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 261 000 | −11,35 | 18 972 | −2,00 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 140 642 | −14,79 | 9 705 | −10,60 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 47 325 | −2,02 | 3 440 | 8,31 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 575 614 | 0,52 | 41 628 | 10,55 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 7 039 | 111,44 | 512 | 134,40 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 151 024 | 137,66 | 10 978 | 162,69 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 336 092 | −14,10 | 24 431 | −5,05 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 396 513 | 20,44 | 102 | 32,89 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 735 977 | 35,46 | 126 189 | 49,73 | ||||
2025-08-08 | 13F | Petix & Botte Co | 415 981 | 14,75 | 30 238 | 26,84 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 468 | 18,20 | 107 | 30,86 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 90 185 | −7,17 | 6 556 | 2,61 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 3 193 | −15,24 | 232 | −6,07 | ||||
2025-08-14 | 13F | Nepc Llc | 973 556 | 70 768 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 636 649 | 36,07 | 46 278 | 50,42 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 4 063 | 1,98 | 295 | 13,03 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 565 033 | 19,82 | 259 142 | 32,45 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 37 438 | −2,26 | 2 721 | 8,06 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 261 762 | −0,68 | 19 027 | 9,78 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 5 954 | 0,00 | 433 | 10,49 | ||||
2025-08-05 | 13F | Retirement Financial Solutions, Llc | 251 615 | −5,51 | 18 290 | 4,45 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 4 825 | 0,96 | 351 | 11,46 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 186 043 | 13 687 | ||||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 4 081 | −0,34 | 297 | 10,04 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 809 | 3 748,94 | 131 | 4 266,67 | ||||
2025-07-09 | 13F | Summit Financial Consulting LLC | 11 917 | −26,52 | 866 | −18,76 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 2 280 | 166 | ||||||
2025-05-06 | NP | DFNDX - Kensington Defender Fund Institutional Class | 118 903 | 14,25 | 7 819 | 8,99 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 22 372 | 1 626 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 285 043 | 5,16 | 20 720 | 16,25 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 374 540 | 46,64 | 27 225 | 62,10 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 6 774 | 16,53 | 497 | 30,10 | ||||
2025-08-13 | 13F | Hobbs Wealth Management, LLC | 178 990 | −38,63 | 13 011 | −32,17 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 27 147 | −32,36 | 1 973 | −25,24 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 248 298 | 10,56 | 18 049 | 22,21 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 27 366 | 0,00 | 1 789 | −0,61 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 464 827 | 4,57 | 33 788 | 15,59 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 87 820 | 28,13 | 6 384 | 41,62 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 500 | 0,00 | 109 | 11,22 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 825 956 | −5,91 | 60 039 | 4,01 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 106 828 | 13,17 | 7 765 | 25,10 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 48 435 | 17,11 | 3 521 | 29,46 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 78 602 | −1,52 | 5 714 | 8,86 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 9 247 | −3,81 | 672 | 6,33 | ||||
2025-08-07 | 13F | Nwam Llc | 50 601 | 42,08 | 3 678 | 57,11 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 138 191 | 3,95 | 10 045 | 14,91 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 5 811 | −1,71 | 422 | 8,76 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 3 | 0,00 | 0 | |||||
2025-07-18 | 13F | Trilogy Capital Inc. | 9 673 | −5,57 | 703 | 4,46 | ||||
2025-07-18 | 13F | Clarity Financial LLC | 45 860 | −5,08 | 3 334 | 4,91 | ||||
2025-08-11 | 13F | Advisor Resource Council | 11 712 | −93,76 | 851 | −92,67 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 | 79 218 | 10,64 | 5 758 | 22,30 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 89 684 | −24,57 | 6 519 | −16,11 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 500 817 | 2,88 | 36 404 | 13,72 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 21 763 | −3,15 | 1 582 | 7,04 | ||||
2025-04-22 | 13F | Country Trust Bank | 53 | 0,00 | 4 | 0,00 | ||||
2025-07-22 | 13F | Vantage Investment Partners, LLC | 27 907 | 0,00 | 2 029 | 10,52 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 78 122 | −11,17 | 5 679 | −1,82 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 33 895 | −3,34 | 2 464 | 6,85 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 970 | 1,25 | 71 | 12,90 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 710 891 | 20,37 | 51 675 | 33,06 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 26 275 | 108,27 | 1 910 | 130,28 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 325 393 | −8,76 | 23 653 | 0,86 | ||||
2025-05-15 | 13F | Evergreen Capital Management Llc | Put | 66 | ||||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 420 143 | 12,96 | 30 540 | 24,86 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26 372 | 6,57 | 1 917 | 17,76 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 10 542 | 0,00 | 766 | 10,53 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 793 284 | 5,03 | 57 664 | 16,09 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116 132 | 6,17 | 8 442 | 17,37 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 084 | −20,72 | 224 | −12,16 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 429 643 | −23,37 | 31 231 | −15,29 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 14 765 | 0,78 | 1 086 | 22,71 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 16 286 | −15,52 | 1 184 | −6,63 | ||||
2025-08-15 | 13F | Morgan Stanley | 13 743 533 | 22,18 | 999 018 | 35,06 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 70 534 | 5,08 | 5 127 | 16,18 | ||||
2025-06-03 | 13F | Invst, LLC | 12 218 | −0,96 | 803 | −5,53 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 8 185 | −25,13 | 595 | −17,27 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 321 497 | 23 370 | ||||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 394 | 0,00 | 29 | 12,00 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 49 489 | 0,24 | 3 597 | 10,81 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 111 605 | 8,20 | 8 113 | 19,61 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2 871 323 | −35,03 | 208 716 | −28,18 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 282 585 | −1,26 | 20 541 | 9,15 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 170 896 | 5,01 | 12 422 | 16,08 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 73 514 | 0,79 | 5 344 | 11,41 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 6 175 | 0,00 | 449 | 10,34 | ||||
2025-07-25 | 13F | Defender Capital, LLC. | 9 200 | −25,81 | 669 | −18,54 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 5 308 | 6,74 | 386 | 17,74 | ||||
2025-07-30 | 13F | Retirement Planning Group | 41 595 | −4,82 | 3 024 | 5,22 | ||||
2025-07-10 | 13F | Moller Financial Services | 2 984 | 217 | ||||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 63 509 | −19,73 | 4 616 | −11,28 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 3 905 | 0 | ||||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 326 972 | −0,76 | 23 768 | 9,70 | ||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 7 570 | 18,28 | 550 | 30,95 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 765 921 | 3,17 | 55 675 | 14,04 | ||||
2025-07-23 | 13F | Hemenway Trust Co LLC | 10 787 | −0,42 | 784 | 10,11 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 3 646 | 267 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 10 846 | 3,98 | 788 | 15,04 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6 470 | 0,40 | 470 | 11,11 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 17 515 | −10,65 | 1 273 | −1,24 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5 472 | 2,17 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 1 169 897 | 85 040 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 134 245 | 628,40 | 9 758 | 705,78 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 615 200 | 117,46 | 44 719 | 140,38 | |||
2025-08-08 | 13F | ProVise Management Group, LLC | 3 592 | 0,00 | 261 | 10,59 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 282 800 | 33,65 | 20 557 | 47,74 | |||
2025-08-12 | 13F | PKS Advisory Services, LLC | 9 938 | −5,72 | 722 | 4,18 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 4 819 | −4,21 | 350 | 6,06 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25 074 | 2,04 | 1 823 | 12,82 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 416 | 0,07 | 103 | 9,68 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 10 195 | 0,00 | 741 | 10,60 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 62 455 | 8,61 | 4 537 | 19,99 | ||||
2025-08-14 | 13F | Scott Marsh Financial, LLC | 3 320 | 241 | ||||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 11 460 | 14,36 | 754 | 9,13 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 950 174 | −13,58 | 69 068 | −4,48 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 309 703 | 0,49 | 22 512 | 11,08 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 183 225 | 40,16 | 13 319 | 54,93 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 2 860 | −19,84 | 208 | −11,54 | ||||
2025-07-07 | 13F | Peak Financial Advisors Llc | 9 911 | −14,88 | 720 | −5,88 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 20 425 | 15,55 | 1 485 | 27,71 | ||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 61 360 | 50,46 | 4 460 | 66,36 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 104 122 | 2,70 | 7 600 | 15,20 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 1 029 929 | 6,89 | 74 866 | 18,16 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 60 279 | 14,92 | 4 382 | 27,21 | ||||
2025-07-22 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 217 100 | −14,46 | 15 781 | −5,45 | |||
2025-07-30 | 13F | D.a. Davidson & Co. | 11 633 | 113,06 | 846 | 135,38 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 506 104 | 9,46 | 36 789 | 21,00 | ||||
2025-05-02 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 175 705 | 23,05 | 12 772 | 36,01 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 30 688 | 17,22 | 2 253 | 42,35 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 24 599 | 0,00 | 1 788 | 10,58 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 273 260 | −0,33 | 19 863 | 10,18 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 3 735 | −53,31 | 271 | −48,48 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 687 773 | 7 168,79 | 9 | −98,55 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 2 352 | 171 | ||||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 369 916 | 16,36 | 26 889 | 28,62 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 5 467 | 18,90 | 397 | 31,46 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 6 152 | −2,50 | 447 | 7,97 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 325 300 | −8,03 | 23 646 | 1,66 | |||
2025-07-23 | 13F | Somerville Kurt F | 3 000 | 218 | ||||||
2025-08-14 | 13F | Stadion Money Management, LLC | 3 374 987 | −22,45 | 245 328 | −14,28 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 5 610 | −1,27 | 408 | 9,12 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 5 735 | 13,21 | 417 | 24,92 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 3 167 | 230 | ||||||
2025-08-08 | 13F | Geode Capital Management, Llc | 10 330 | 10,58 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 141 702 | 3,85 | 10 300 | 14,80 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 6 087 | 442 | ||||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 12 267 | 4,46 | 919 | 23,85 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 633 | −9,77 | 191 | 0,00 | ||||
2025-04-25 | 13F | G&S Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Southland Equity Partners LLC | 3 961 | −35,88 | 288 | −29,31 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 7 734 | −0,78 | 562 | 9,77 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 8 059 | −3,81 | 586 | 6,36 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16 931 | −21,51 | 1 230 | −13,26 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 5 022 | 338 | ||||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 22 | ||||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 94 828 | 4,04 | 6 893 | 15,02 | ||||
2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 2 ETF | 87 400 | 25,21 | 6 059 | 24,21 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 139 615 | −45,51 | 10 149 | −39,77 | ||||
2025-04-11 | 13F | Davis Capital Management | 21 | 0,00 | 1 | 0,00 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 149 342 | 4,89 | 10 856 | 15,95 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 147 215 | 0,58 | 10 701 | 11,18 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 167 634 | −29,15 | 12 185 | −21,69 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 140 248 | −0,63 | 10 195 | 9,85 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 1 804 | 0,00 | 0 | |||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 15 668 | −5,77 | 1 139 | 4,12 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 583 010 | 11,96 | 42 379 | 23,76 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 161 181 | −29,45 | 11 716 | −22,01 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 118 328 | 13,61 | 8 601 | 25,58 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 32 467 | −16,45 | 2 360 | −10,23 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 49 271 | −0,61 | 3 582 | 9,88 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 49 191 | 27,60 | 3 576 | 41,03 | ||||
2025-08-12 | 13F | Tableaux Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | JPL Wealth Management, LLC | 19 630 | 0,00 | 1 208 | −10,79 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 3 183 | 231 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 287 | 20,12 | 893 | 32,89 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 58 292 | −75,26 | 4 | −73,33 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 11 846 | 14,58 | 861 | 26,80 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 108 578 | 10,69 | 7 893 | 22,36 | ||||
2025-08-07 | 13F | Midwest Trust Co | 72 873 | 5 297 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 163 075 | 1,27 | 11 854 | 11,49 | ||||
2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 46 566 | 3 385 | ||||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 68 925 | −1,71 | 5 010 | 8,65 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | GenWealth Group, Inc. | 171 512 | 1,74 | 12 467 | 12,47 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 14 861 | −1,57 | 1 080 | 8,87 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 107 236 | 9,15 | 7 791 | 19,46 | ||||
2025-05-02 | 13F | Sachetta, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 33 623 | 1,72 | 2 444 | 12,47 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 94 338 | −0,34 | 6 857 | 10,17 | ||||
2025-08-28 | NP | PRAE - PlanRock Alternative Growth ETF | 10 470 | −27,45 | 761 | −23,44 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 257 | 14,54 | 746 | 26,70 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 3 819 | −2,33 | 281 | 9,34 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 658 262 | −3,47 | 47 849 | 6,70 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 199 417 | 1,52 | 14 496 | 12,22 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 18 169 | −33,08 | 1 321 | −26,05 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 751 255 | −0,32 | 54 609 | 10,19 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 337 033 | −10,08 | 24 499 | −0,60 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 119 | 0,00 | 0 | |||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 29 017 | 72,51 | 2 123 | 104,63 | ||||
2025-08-13 | 13F | West Wealth Group, LLC | 330 847 | 8,77 | 24 628 | 22,70 | ||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 117 794 | 3,45 | 8 562 | 14,36 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 236 761 | 3,71 | 17 210 | 14,64 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 14 473 | 243,04 | 1 052 | 279,78 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 6 408 | −13,43 | 466 | −4,32 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 11 637 | 846 | ||||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 11 408 | −33,37 | 848 | −24,62 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 159 189 | 5,25 | 11 571 | 16,35 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 174 230 | 12 665 | ||||||
2025-08-14 | 13F | Cibc World Markets Corp | 20 493 | 0,31 | 1 490 | 10,87 | ||||
2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Access Financial Services, Inc. | 24 372 | 1,67 | 1 772 | 12,37 | ||||
2025-08-26 | 13F | Claris Financial LLC | 5 234 | 0,00 | 380 | 5,56 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 94 513 | 902,37 | 6 870 | 1 008,06 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 31 109 | −71,20 | 2 261 | −68,17 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 38 231 | 13,36 | 2 779 | 25,35 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 10 723 | −2,92 | 779 | 7,30 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 9 261 | −2,14 | 673 | 8,20 | ||||
2025-08-11 | 13F | Westover Capital Advisors, LLC | 35 931 | 0,39 | 2 612 | 10,96 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 582 | 0,00 | 42 | 10,53 | ||||
2025-08-14 | 13F | Napa Wealth Management | 49 171 | −2,41 | 3 574 | 7,88 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 41 414 | −6,97 | 3 010 | 2,84 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 206 635 | 3,83 | 15 020 | 14,77 | ||||
2025-08-13 | 13F | M&t Bank Corp | 5 839 | 0,00 | 424 | 10,70 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 3 262 | 75,66 | 237 | 94,26 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 305 860 | 2,63 | 22 233 | 13,45 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 27 928 | 0,03 | 1 837 | −4,57 | ||||
2025-07-01 | 13F | Bush Investment Group, Llc | 70 718 | −39,85 | 5 140 | −33,51 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 991 489 | 0,27 | 362 831 | 10,84 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 268 | 0,00 | 20 | 11,76 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 48 856 | −23,52 | 3 551 | −15,45 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 31 346 | −22,23 | 2 279 | −14,04 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 6 401 | 14,36 | 0 | |||||
2025-08-14 | 13F | RBF Capital, LLC | 214 574 | 0,00 | 15 597 | 10,54 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 17 034 | 31,13 | 1 238 | 44,96 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 126 092 | 1,13 | 9 166 | 11,80 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 143 269 | 15,45 | 10 414 | 27,62 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 13 056 | 0,00 | 949 | 10,61 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 6 433 969 | 43,37 | 467 685 | 58,48 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 5 214 | 13,92 | 343 | 8,57 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 745 | 0,00 | 54 | 12,50 | ||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 10 986 | −84,46 | 799 | −82,84 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 169 | 22,46 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 376 949 | 1 002,38 | 27 400 | 1 118,86 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 6 915 | 0,00 | 503 | 10,57 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 586 234 | 18,65 | 42 613 | 31,15 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 28 132 | 4,15 | 2 045 | 15,09 | ||||
2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Rational Advisors Llc | 231 686 | −4,52 | 16 841 | 5,54 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 6 984 | −9,06 | 508 | 0,40 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4 666 | 3,30 | 339 | 14,14 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 197 706 | 10,07 | 14 371 | 16,06 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 20 254 | −0,33 | 1 472 | 10,18 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 3 319 | −15,09 | 241 | −6,23 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 368 592 | −0,15 | 26 793 | 10,37 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 94 704 | −1,51 | 6 884 | 8,86 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 5 530 | 54,60 | 402 | 70,64 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 46 341 | 53,70 | 3 369 | 69,93 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 47 809 | 7,66 | 3 475 | 19,01 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 10 794 | 0,05 | 785 | 10,58 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 40 950 | 20,68 | 2 977 | 33,39 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 160 344 | 274,36 | 11 655 | 313,88 | ||||
2025-08-14 | 13F | Sig Brokerage, Lp | 24 000 | 0,00 | 1 745 | 10,52 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 299 447 | 14,25 | 312 527 | 26,29 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 6 412 | 464 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 8 000 | 0,00 | 582 | 10,46 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95 030 | 44,79 | 6 908 | 60,03 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 478 | 0,00 | 107 | 10,31 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 11 794 | 857 | ||||||
2025-08-07 | 13F | Brio Consultants, LLC | 13 574 | 35,08 | 987 | 49,39 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 167 005 | 19,44 | 12 140 | 25,94 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 414 023 | −0,97 | 30 095 | 9,47 | ||||
2025-07-16 | 13F | ORG Partners LLC | 447 | −73,97 | 32 | −71,68 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 683 | −26,93 | 631 | −19,21 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 6 651 | 503 | ||||||
2025-04-29 | 13F | Hm Payson & Co | 448 873 | 15,26 | 29 518 | 9,94 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 16 556 | 3,85 | 1 203 | 14,79 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 4 675 | 9,10 | 340 | 20,64 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 30 | 0,00 | 2 | 100,00 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 4 671 668 | 1,60 | 339 573 | 12,53 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 2 896 | 211 | ||||||
2025-08-14 | 13F | Aldebaran Financial Inc. | 44 960 | 2,04 | 3 268 | 12,81 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 400 023 | 8,16 | 29 078 | 19,56 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 5 603 | −34,80 | 407 | −27,96 | ||||
2025-08-08 | 13F | United Asset Strategies, Inc. | 194 457 | −3,47 | 14 135 | 6,71 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 343 984 | 0,14 | 25 004 | 10,69 | ||||
2025-07-21 | 13F | Abundance Wealth Counselors | 8 550 | 0,00 | 1 | |||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 5 129 | 0,00 | 373 | 10,39 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 5 975 | 0,00 | 393 | 0,00 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 11 751 | 0,00 | 1 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 172 286 | −3,22 | 12 808 | 9,41 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 5 249 | 2 008,03 | 382 | 2 281,25 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 114 923 | 58,24 | 8 354 | 74,93 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 108 869 | 4,98 | 7 914 | 16,04 | ||||
2025-08-12 | 13F | Summit Global Investments | 10 954 | 11,01 | 1 | |||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Signet Financial Management, Llc | 14 788 | −0,54 | 1 075 | 9,93 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 679 645 | −1,71 | 49 403 | 8,65 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 799 | 180,48 | 349 | 210,71 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 248 124 | −1,94 | 18 036 | 8,39 | ||||
2025-08-05 | 13F | Mirae Asset Securities (usa) Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 650 | 1,41 | 0 | |||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 7 331 | −12,76 | 0 | |||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 641 | 0,00 | 47 | 9,52 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 6 725 | 2,31 | 489 | 12,96 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 13 194 | 959 | ||||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 16 035 | −97,23 | 1 166 | −96,94 | ||||
2025-07-11 | 13F | Global X Japan Co., Ltd. | 9 265 | 673 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 224 363 | 87,12 | 16 309 | 106,85 | ||||
2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 5 575 | 0,00 | 405 | 10,66 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 307 793 | 2,02 | 22 373 | 12,77 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 22 145 | 1,26 | 1 610 | 11,89 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 303 879 | 22 089 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 7 849 | −9,31 | 571 | 0,18 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 3 107 897 | −20,96 | 225 913 | −12,63 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 7 187 | 4,66 | 522 | 15,74 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 913 360 | 58,74 | 66 392 | 75,47 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 60 196 | 6,21 | 4 376 | 17,39 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 1 | 0,00 | 0 | |||||
2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 141 190 | 2,00 | 10 263 | 12,76 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2 805 | 204 | ||||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1 544 | 21,77 | 112 | 34,94 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 50 155 | −0,22 | 3 690 | 11,62 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 997 | 11,26 | 1 454 | 23,03 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 7 282 | −6,94 | 529 | 2,92 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 773 541 | −4,20 | 56 229 | 5,89 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6 018 | 16,65 | 437 | 28,91 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 15 000 | 1 090 | ||||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | High Falls Advisors, Inc | 5 063 | 18,05 | 368 | 30,50 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 23 667 | 0,00 | 1 720 | 10,54 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 295 064 | −2,86 | 21 448 | 7,38 | ||||
2025-08-11 | 13F | Theory Financial Llc | 56 404 | −51,70 | 4 193 | −45,40 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 9 | 0,00 | 1 | |||||
2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 246 092 | −3,19 | 16 045 | −10,84 | ||||
2025-07-24 | 13F | Eastern Bank | 97 | −30,71 | 7 | −22,22 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 12 042 | −36,09 | 850 | −30,10 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 28 097 | −15,42 | 2 042 | −6,50 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 5 412 | 1,03 | 393 | 11,65 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 485 491 | 0,88 | 35 290 | 11,52 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 177 853 | 3,23 | 12 928 | 14,10 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 219 566 | −8,04 | 16 452 | 6,44 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 265 046 | 4,57 | 91 956 | 15,59 | ||||
2025-08-12 | 13F | Zacks Investment Management | 4 146 | 301 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 103 321 | 1,11 | 7 510 | 11,77 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 6 781 | −0,98 | 493 | 9,33 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 9 014 | 112,64 | 655 | 135,61 | ||||
2025-08-13 | 13F | Keystone Financial Group | 506 955 | −14,68 | 36 851 | −5,69 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 3 600 | 0,17 | 262 | 10,59 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 349 028 | 12,76 | 25 371 | 24,64 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 4 701 | 1,78 | 342 | 12,54 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 4 733 | 21,83 | 344 | 34,90 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 989 | 83,49 | 72 | 102,86 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 3 361 | −6,27 | 244 | 3,83 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 8 181 | 2,03 | 595 | 12,71 | ||||
2025-08-07 | 13F | Commerce Bank | 8 434 | −22,08 | 613 | −13,78 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 411 098 | −22,47 | 29 883 | −14,29 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 419 871 | 11,98 | 30 520 | 23,78 | ||||
2025-05-30 | NP | PIMGMVA - PIMCO Balanced Allocation Portfolio Administrative | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ascent Group, LLC | 1 342 865 | −25,10 | 97 613 | −17,21 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 10 781 | −0,86 | 784 | 9,51 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 366 552 | 26 645 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 717 | 57,58 | 52 | 79,31 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 13 228 | 4,05 | 962 | 14,95 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 177 799 | 6,85 | 12 924 | 18,11 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 295 047 | −1,16 | 21 447 | 9,26 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 3 131 859 | −6,07 | 227 655 | 3,83 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 9 769 | −38,15 | 710 | −31,60 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 33 127 | −2,98 | 2 408 | 7,26 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 28 514 | −3,38 | 2 073 | 6,80 | ||||
2025-07-16 | 13F | Novem Group | 392 531 | −3,06 | 28 533 | 7,16 | ||||
2025-07-10 | 13F | Sterling Financial Group, Inc. | 30 000 | 0,00 | 2 181 | 10,55 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 481 524 | −37,33 | 35 002 | −30,72 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 455 893 | −14,09 | 33 139 | −5,03 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 25 534 | 21,00 | 1 856 | 33,81 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 22 860 | −7,61 | 1 662 | 2,09 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 21 468 | 507,47 | 1 561 | 572,41 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 669 | 36,53 | 49 | 50,00 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 18 209 | 0,49 | 1 247 | −0,24 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 453 596 | −1,71 | 32 972 | 8,64 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 6 266 | 0,00 | 455 | 10,44 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 12 374 | 0,45 | 899 | 10,99 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 53 252 | −9,84 | 3 871 | −0,36 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 7 707 | 1 | ||||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 17 330 | −1,13 | 1 | 0,00 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 30 438 | −77,31 | 2 213 | −74,93 | ||||
2025-08-11 | 13F | Platform Technology Partners | 12 437 | 2,58 | 904 | 13,43 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 106 217 | 29,78 | 7 721 | 43,47 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 4 263 | 0,00 | 0 | |||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 121 311 | 0,00 | 7 977 | 0,00 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 167 862 | 20,91 | 12 202 | 33,65 | ||||
2025-08-13 | 13F | New Harbor Financial Group, LLC | 5 057 | 368 | ||||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 41 987 | −50,00 | 3 052 | −44,73 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 119 | −0,56 | 1 753 | 9,91 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 11 420 | 84,52 | 830 | 104,43 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 29 125 | 0,00 | 2 117 | 10,55 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 3 468 | 0,00 | 252 | 10,53 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 10 654 | 3,71 | 774 | 14,67 | ||||
2025-07-15 | 13F | Maseco Llp | 6 | 0 | ||||||
2025-08-07 | 13F | Private Advisory Group LLC | 5 354 | 389 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 16 300 | 226,00 | 1 179 | 261,35 | |||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10 605 | 0,23 | 771 | 10,79 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 13 400 | 969 | |||||
2025-08-28 | 13F/A | Lavaca Capital Llc | 5 345 | −26,82 | 389 | −19,17 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 11 231 | 15,24 | 812 | 27,47 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4 800 | 349 | ||||||
2025-07-14 | 13F | Foster Group, Inc. | 5 008 | 0,00 | 364 | 10,64 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4 942 | 0,04 | 359 | 10,80 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 4 958 | 0,16 | 0 | |||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 61 513 | −2,51 | 4 471 | 7,76 | ||||
2025-08-08 | 13F | Condor Capital Management | 30 866 | −2,44 | 2 244 | 7,84 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 115 015 | 4,45 | 8 360 | 15,45 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 179 949 | 22,03 | 13 251 | 51,45 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 21 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 813 | 0,62 | 59 | 11,32 | ||||
2025-05-09 | 13F | Scotia Capital Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 420 | 0,00 | 176 | 10,06 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 9 710 | −1,19 | 706 | 9,13 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 47 590 | −9,21 | 3 459 | 0,38 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 134 471 | −6,89 | 9 775 | 2,92 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 12 936 | 3,67 | 940 | 14,63 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 2 904 | 211 | ||||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 7 662 | −9,01 | 557 | 0,54 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 2 874 | 209 | ||||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 106 | 28,51 | 226 | 42,41 | ||||
2025-04-25 | 13F | Financial Consulate, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 65 666 | 738,11 | 4 773 | 826,80 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 43 788 | 51,64 | 3 183 | 67,65 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 3 592 | −2,63 | 236 | −7,09 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer July Account Class 2 | 68 154 | −2,94 | 4 954 | 7,30 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 222 835 | −1,61 | 16 198 | 8,76 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 305 | −1,61 | 22 | 10,00 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 61 009 | −1,31 | 4 435 | 9,08 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 617 | −60,73 | 190 | −56,62 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 10 545 | 0,19 | 767 | 10,69 | ||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 31 531 | 3,57 | 2 292 | 14,44 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 34 384 | 7,77 | 2 499 | 19,11 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 17 851 | 8,81 | 1 298 | 20,32 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 4 404 | 8,34 | 320 | 19,85 | ||||
2025-08-12 | 13F | LPL Financial LLC | 44 732 770 | 6,61 | 3 251 625 | 17,84 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 126 | 0,00 | 9 | 12,50 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 6 465 | 29,25 | 470 | 42,99 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 26 109 | −0,61 | 1 898 | 9,84 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 500 | 0,00 | 36 | 12,50 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 3 554 841 | 3,12 | 258 401 | 13,99 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 6 801 | −2,80 | 510 | 10,65 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 71 643 | −2,01 | 5 | 25,00 | ||||
2025-08-07 | 13F | Davidson Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29 206 | 19,91 | 2 123 | 32,54 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 193 100 | 14 036 | ||||||
2025-07-15 | 13F | North Star Investment Management Corp. | 581 | 0,35 | 42 | 10,53 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 77 961 | −2,09 | 5 667 | 8,21 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 387 | −1,15 | 682 | 9,29 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 2 352 | 0,00 | 155 | −4,94 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 42 375 | −34,64 | 3 080 | −27,75 | ||||
2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 13 141 | 22,23 | 955 | 35,27 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 14 197 | −1,46 | 1 032 | 8,98 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 20 471 | −4,79 | 1 488 | 5,31 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 17 876 | −6,76 | 1 299 | 3,10 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2 166 899 | −7,42 | 157 512 | −2,38 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 119 647 | 99,34 | 8 697 | 120,34 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 30 180 | 1,43 | 2 194 | 12,12 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 7 042 | 1,41 | 512 | 12,06 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13 502 | 0,28 | 981 | 10,85 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 88 983 | −9,30 | 6 468 | 0,26 | ||||
2025-07-16 | 13F/A | CX Institutional | 397 | 0,00 | 0 | |||||
2025-07-15 | 13F | Perennial Advisors, LLC | 43 408 | 129,88 | 3 155 | 154,23 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 741 078 | 5,45 | 53 869 | 16,56 | ||||
2025-07-29 | 13F | ODonnell Financial Services, LLC | 726 076 | 1,62 | 52 778 | 12,33 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 83 811 | 6 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 117 | 0,00 | 9 | 14,29 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 174 714 | −6,40 | 12 700 | 3,46 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 126 303 | 41,10 | 9 181 | 55,96 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 8 000 | 1 | ||||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 000 | 0,00 | 145 | 10,69 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 7 | 1 | ||||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 239 783 | 1,90 | 17 430 | 13,31 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 006 | −19,36 | 437 | −18,35 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 23 328 | 1 696 | ||||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 106 348 | 6,83 | 7 730 | 18,09 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 6 301 | −5,22 | 458 | 4,81 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SOUTH STATE Corp | 123 | 0,00 | 9 | 0,00 | ||||
2025-08-12 | 13F | Agur Provident & Training Funds Management Ltd | 890 494 | −21,07 | 65 | −13,51 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 92 | 41,54 | 7 | 50,00 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 442 147 | 12,61 | 32 140 | 24,48 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 238 | 0,00 | 17 | 13,33 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 30 999 | 0,00 | 2 253 | 10,55 | ||||
2025-05-13 | 13F | CacheTech Inc. | 163 674 | −0,03 | 10 763 | −4,63 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 805 | 0,00 | 204 | 10,33 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 128 930 | 0,84 | 9 372 | 11,47 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 899 764 | −12,89 | 65 404 | −3,71 | ||||
2025-08-14 | 13F | State Street Corp | 1 614 508 | 2,05 | 117 359 | 12,81 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 111 450 | −10,07 | 8 101 | −0,59 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | Call | 7 800 | 0,00 | 567 | 10,55 | |||
2025-05-02 | 13F | Napatree Capital Llc | 78 563 | 128,71 | 5 166 | 118,16 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 5 750 | 17,92 | 418 | 30,31 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 11 346 | −5,64 | 825 | 4,30 | ||||
2025-07-11 | 13F | LongView Wealth Management | 10 988 | 15,15 | 799 | 27,27 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 925 | 0,00 | 67 | 11,67 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 44 644 | 1 131,22 | 3 245 | 1 263,45 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 39 296 | 170,54 | 2 856 | 199,06 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Chilton Capital Management Llc | 159 | 0,00 | 12 | 10,00 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 3 245 | 0,00 | 236 | 10,33 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 315 755 | 16,31 | 22 952 | 28,58 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 101 343 | −24,37 | 7 367 | −16,40 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7 253 | 3,08 | 527 | 21,20 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 128 780 | 1,83 | 9 361 | 12,55 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 371 718 | 7,79 | 27 020 | 19,15 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 175 104 | 24,81 | 13 | 33,33 | ||||
2025-04-14 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 21 447 | −59,06 | 1 559 | −54,75 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 134 831 | 31,36 | 10 | 50,00 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 90 884 | 0,50 | 6 606 | 11,10 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 10 370 | 15,17 | 754 | 27,20 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 8 406 | −80,16 | 611 | −79,08 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 514 | 0,19 | 0 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 404 388 | 174 775 | ||||||
2025-08-06 | 13F | Altrius Capital Management Inc | 10 411 | 0,78 | 757 | 11,34 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 150 | 0,67 | 11 | 11,11 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 326 422 | 2,59 | 23 728 | 13,40 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 20 117 | −1,58 | 1 462 | 8,78 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 23 767 | 143,46 | 1 728 | 169,42 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 1 031 134 | 12,19 | 74 953 | 24,02 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 56 435 | −28,30 | 4 102 | −20,73 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 2 131 460 | 35,65 | 155 | 49,51 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 119 095 | 3,59 | 9 | 14,29 | ||||
2025-08-11 | 13F | Wbi Investments, Inc. | 3 077 | 224 | ||||||
2025-08-12 | 13F | Archer Investment Corp | 215 602 | 6,46 | 15 672 | 17,68 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 95 382 | 0,41 | 6 933 | 10,98 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 3 632 364 | 6,97 | 264 044 | 18,25 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 501 612 | 184,54 | 36 463 | 214,52 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 603 304 | −27,74 | 43 854 | −20,12 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 176 400 | 12 823 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 106 969 | 4,88 | 7 776 | 15,94 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 60 828 | 6,20 | 4 422 | 17,39 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 950 | −38,88 | 294 | −31,06 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 4 312 251 | 7,18 | 313 458 | 18,48 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 1 593 630 | 23,87 | 115 841 | 36,93 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 25 225 | −0,20 | 1 834 | 10,29 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 318 691 | 12,79 | 23 166 | 24,68 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 307 324 | 566,13 | 22 340 | 636,53 |
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