Grundläggande statistik
| Institutionella ägare | 745 total, 745 long only, 0 short only, 0 long/short - change of 5,52% MRQ |
| Genomsnittlig portföljallokering | 0.6978 % - change of −12,35% MRQ |
| Institutionella aktier (lång) | 217 615 661 (ex 13D/G) - change of 4,65MM shares 2,19% MRQ |
| Institutionellt värde (lång) | $ 10 370 835 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF (US:SPMD) har 745 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 217,615,661 aktier. Största aktieägare inkluderar Creative Planning, Betterment LLC, LPL Financial LLC, Valmark Advisers, Inc., Cwm, Llc, AlTi Global, Inc., HighTower Advisors, LLC, Morgan Stanley, Texas Permanent School Fund, and Hancock Prospecting Pty Ltd .
SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF (ARCA:SPMD) 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 12, 2025 is 57,65 / share. Previously, on September 13, 2024, the share price was 53,32 / share. This represents an increase of 8,12% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 695 | 372,09 | 418 | 403,61 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 13 329 | −0,28 | 725 | 5,85 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 76 085 | 2,65 | 4 138 | 9,07 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 576 157 | −69,66 | 31 331 | −67,76 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 274 | 0,00 | 15 | 0,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 827 232 | −0,72 | 44 985 | 5,48 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 481 | 0,00 | 26 | 8,33 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 036 | 56 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 93 944 | 5,64 | 5 109 | 12,24 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 22 581 | 12,53 | 1 | 0,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3 735 | −9,83 | 203 | −3,79 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 398 243 | 7,91 | 21 656 | 14,65 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4 155 | 226 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 4 026 | −3,24 | 219 | 2,83 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 26 370 | −7,16 | 1 434 | −1,31 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 16 115 | 0,02 | 876 | 15,72 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 136 985 | 2,55 | 7 449 | 21,48 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 224 188 | 4,60 | 12 191 | 11,14 | ||||
| 2025-07-18 | 13F | Vicus Capital | 15 667 | 7,04 | 852 | 13,62 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 232 206 | −20,26 | 12 627 | −15,27 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 106 495 | −0,65 | 5 791 | 5,56 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8 756 | −50,53 | 476 | −47,40 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 90 | 0,00 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 500 | 0,00 | 27 | 8,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 19 944 | −7,42 | 1 085 | −1,63 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 87 316 | 10,11 | 4 748 | 17,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 871 221 | −0,52 | 101 757 | 5,71 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 5 638 | −49,26 | 307 | −46,13 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 674 | 0,90 | 526 | 7,35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 171 330 | 0,87 | 9 317 | 7,17 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 101 417 | 5 515 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 20 631 | −8,29 | 1 122 | −2,61 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 32 335 | −9,92 | 1 758 | −4,30 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4 176 | −24,59 | 227 | −24,83 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 10 009 | 551 | ||||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 56 576 | 5,95 | 3 077 | 12,59 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 94 | 176,47 | 5 | 400,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 864 | 0,00 | 0 | |||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 76 520 | 6,54 | 4 161 | 13,22 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 | −50,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12 200 | 0,00 | 663 | 6,25 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 123 943 | 2,49 | 6 740 | 8,90 | ||||
| 2025-04-22 | 13F | Mayport, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 1 776 | 0,00 | 97 | −1,03 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 269 232 | 12,82 | 14 641 | 19,87 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 936 | 214 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 5 065 | −32,35 | 275 | −28,20 | ||||
| 2025-08-01 | 13F | First National Trust Co | 364 101 | −1,20 | 19 800 | 4,98 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 9 264 | −10,38 | 504 | −4,91 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 62 710 | −2,40 | 3 | 0,00 | ||||
| 2025-07-28 | 13F | Tlwm | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 144 138 | 185,73 | 7 838 | 203,68 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 178 537 | −4,01 | 9 709 | 1,99 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 7 380 | −4,90 | 401 | 1,01 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 17 192 | 11,25 | 935 | 18,23 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 23 400 | 43,58 | 1 272 | 52,52 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29 485 | 43,63 | 1 603 | 52,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 142 911 | 16,68 | 7 772 | 23,98 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 971 121 | 130,95 | 52 809 | 144,06 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 294 863 | 23,68 | 16 035 | 31,42 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 173 720 | 1,04 | 9 447 | 7,35 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 15 596 | 848 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 45 | 2 | ||||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 730 | 22 873,21 | 1 399 | 27 880,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 692 | 92 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25 600 | 374,07 | 1 392 | 404,35 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 43 854 | 0,00 | 2 385 | 6,24 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15 198 | 64,98 | 856 | 93,00 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 672 | 254 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 34 488 | 1,48 | 1 875 | 7,82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 194 442 | 2,48 | 11 | 11,11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 240 | −12,09 | 13 | 0,00 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 217 114 | 0,29 | 11 807 | 6,55 | ||||
| 2025-05-08 | 13F | Headland Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 14 466 | 787 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 23 414 | 1 653,86 | 1 273 | 1 772,06 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 75 165 | 4,10 | 4 087 | 10,61 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 256 | −45,76 | 123 | −42,45 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 41 267 | 4,91 | 2 244 | 11,48 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 195 251 | 96,47 | 64 998 | 108,76 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 14 523 | −0,46 | 765 | 9,13 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 7 540 | 0,00 | 410 | 6,49 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72 779 | 3,49 | 3 958 | 9,95 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 626 762 | 10,61 | 34 083 | 17,52 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 4 256 | 2,58 | 231 | 8,96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 564 777 | 368,35 | 30 713 | 397,68 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 0,87 | 6 | 20,00 | ||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 896 715 | −23,35 | 48 763 | −18,56 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio | 757 200 | 0,00 | 41 177 | 6,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 900 | 0,00 | 49 | 4,35 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14 884 | 22,67 | 809 | 30,48 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 15 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Mason Street Advisors, Llc | 927 600 | 0,00 | 50 443 | 6,25 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 4 608 | 4,18 | 251 | 10,62 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 598 | −1,60 | 250 | 4,60 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 200 770 | 6,22 | 10 918 | 12,85 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 3 679 | 203 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 61 986 | −0,36 | 3 371 | 5,87 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 9 363 | 3,79 | 509 | 13,11 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 16 468 | −5,02 | 901 | 1,47 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 13 879 | 3,87 | 755 | 10,40 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 239 | 0,41 | 67 | 6,35 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 24 063 | 1 232 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 990 | 20,13 | 978 | 27,68 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 35 345 | 1 922 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 144 930 | 1,37 | 7 881 | 7,89 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 9 663 | −8,16 | 525 | −2,42 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | 0 | ||||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 24 097 | −3,48 | 1 310 | 2,58 | ||||
| 2025-05-16 | 13F | Signature Estate & Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 16 782 | 2,61 | 913 | 8,96 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4 573 | 249 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 535 | 54,89 | 519 | 64,44 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 44 833 | 13,56 | 2 438 | 20,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 072 776 | 3,31 | 58 338 | 9,77 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 668 292 | 18,58 | 36 342 | 25,99 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 8 032 | −8,09 | 437 | −2,46 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 851 | 0,00 | 101 | 6,38 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53 823 | 36,42 | 2 927 | 44,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 515 423 | 7,10 | 28 029 | 13,80 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 16 259 | −17,17 | 884 | −11,95 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 206 368 | 8,17 | 174 362 | 14,93 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 590 | 0,00 | 32 | 6,67 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 134 270 | −15,30 | 7 302 | −10,01 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11 678 | 0,24 | 635 | 6,54 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 66 192 | 9,59 | 3 600 | 16,43 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 19 482 | −6,40 | 1 059 | −0,56 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 8 070 | −0,23 | 444 | 19,68 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 6 987 | 0,03 | 380 | 6,16 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 94 616 | −2,93 | 5 146 | 3,13 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 969 | 16,76 | 325 | 24,14 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 47 551 | 4,59 | 2 586 | 11,13 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 501 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7 580 | 24,26 | 420 | 40,13 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 488 | 0,00 | 27 | 8,33 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 961 | 0,37 | 333 | 11,78 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 597 | −13,08 | 304 | −7,60 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 554 | 0,00 | 30 | 7,14 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 289 056 | 5,34 | 15 719 | 11,93 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 8 530 | 5,88 | 464 | 12,38 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 26 323 | −18,85 | 1 431 | −13,80 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 37 811 | −1,62 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 2 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 9 406 | −5,28 | 511 | 0,59 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12 363 | −2,11 | 672 | 4,02 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 21 700 | 8,50 | 1 180 | 15,35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 850 | 0,95 | 318 | 7,43 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 303 634 | 4,08 | 16 512 | 10,59 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 444 | 24 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 554 543 | 15,33 | 30 156 | 22,55 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 673 664 | −19,72 | 37 685 | −12,25 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 442 486 | 0,41 | 24 062 | 6,69 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 109 075 | −7,73 | 5 932 | −1,97 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 875 | 229,31 | 483 | 251,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 181 130 | 4,09 | 9 850 | 10,60 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 47 937 | −3,80 | 2 607 | 2,20 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 6 556 | −7,78 | 357 | −1,93 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7 658 | 416 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 726 120 | 10,45 | 150 618 | 18,86 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 19 682 | −4,00 | 1 070 | 2,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 128 408 | 54,06 | 6 983 | 63,70 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 165 904 | 2,54 | 9 022 | 8,95 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 032 | −10,02 | 219 | −4,37 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 301 825 | 2,60 | 16 | 6,67 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 60 422 | 53,56 | 3 286 | 63,19 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 024 | 763 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 3 195 | 0,00 | 174 | 6,13 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182 055 | 15,17 | 10 | 12,50 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 226 236 | 11,45 | 12 303 | 18,41 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 13 339 | −3,49 | 725 | 2,55 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 49 315 | 6,74 | 2 682 | 13,41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 697 | 38 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 204 449 | 36,39 | 11 118 | 44,92 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 20 | 0,00 | 1 | 0,00 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 260 228 | −15,16 | 14 151 | −9,86 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 186 408 | 71,06 | 10 137 | 81,75 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 103 | 0,00 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Mbb Public Markets I Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 895 | 308,68 | 49 | 336,36 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 4 | −63,64 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 355 | 0,30 | 454 | 6,57 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 18 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 25 140 | −28,36 | 1 367 | −23,84 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 372 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 5 308 | 1,72 | 0 | |||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5 063 | −0,96 | 275 | 5,36 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 16 454 | −12,25 | 895 | −6,78 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 169 200 | −13,72 | 9 201 | −8,32 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 339 | 73 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4 344 | −94,92 | 236 | −94,61 | ||||
| 2025-04-15 | 13F | Collier Financial | 2 215 | 1 202,94 | 113 | 1 155,56 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 42 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35 126 | 2,60 | 1 910 | 9,02 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 | 0 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 3 823 | 208 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 26 036 | 2,61 | 1 416 | 9,01 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 524 814 | 9,03 | 28 539 | 15,84 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 992 | −1,99 | 652 | 4,15 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 222 550 | 8,08 | 12 102 | 14,84 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9 647 | 5,40 | 525 | 11,97 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 9 297 | −1,13 | 506 | 4,99 | ||||
| 2025-05-12 | 13F | Operose Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 151 567 | 1 016,60 | 8 242 | 1 087,61 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 215 375 | 10,87 | 11 712 | 17,82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 11 253 | −4,85 | 612 | 0,99 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 19 219 | 2,13 | 1 045 | 8,52 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 102 149 | 0,88 | 5 555 | 7,18 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 3 898 | 212 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 868 | 11,11 | 482 | 18,14 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 290 960 | −3,82 | 15 822 | 2,20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 233 079 | 8,89 | 12 675 | 18,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 184 614 | −1,18 | 9 449 | −7,53 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 14 507 | 9,64 | 789 | 16,40 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 135 921 | 2,67 | 7 391 | 9,09 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 148 130 | −19,76 | 8 055 | −14,74 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 185 758 | 11,30 | 10 102 | 18,26 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 65 322 | 854,44 | 3 552 | 914,86 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 483 | 307 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 68 804 | −6,44 | 3 742 | −0,58 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 043 | 12,84 | 274 | 20,18 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 191 124 | 0,01 | 10 393 | 6,27 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 22 562 | 0,48 | 1 227 | 6,70 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 16 566 | 0,39 | 927 | 22,32 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 87 | 38,10 | 5 | 33,33 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 935 | −16,74 | 105 | −11,02 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 734 | 50,11 | 1 181 | 59,81 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 169 | 0,00 | 0 | |||||
| 2025-04-23 | 13F | Econ Financial Services Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 50 227 | 2,01 | 2 731 | 8,42 | ||||
| 2025-08-14 | 13F | Hancock Prospecting Pty Ltd | 2 875 190 | 0,00 | 156 353 | 6,25 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 54 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7 030 | 21,63 | 382 | 29,49 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 13 608 | 740 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 7 444 | −1,06 | 405 | 4,94 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Armis Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10 610 | −20,46 | 577 | −15,54 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 586 | 0,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 17 021 | 6,24 | 926 | 12,94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 305 646 | 9,77 | 16 621 | 16,64 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 475 | 189 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 68 872 | −4,72 | 3 745 | 1,24 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 22 338 | −5,77 | 1 215 | 0,08 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 128 | 0,00 | 7 | −14,29 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 89 928 | −13,80 | 4 890 | −8,41 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 8 835 | −38,01 | 480 | −34,16 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 638 392 | −0,06 | 34 715 | 6,18 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 636 | 0,47 | 35 | 6,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 40 046 | −80,67 | 2 178 | −79,47 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 71 804 | 5,96 | 3 905 | 12,57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 305 | 17 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 109 700 | 17,58 | 5 965 | 24,92 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 10 830 | 1,72 | 589 | 8,09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 39 175 | 9,14 | 2 130 | 15,95 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 283 724 | 19,20 | 15 429 | 18,52 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 67 752 | 3 684 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8 911 | −1,39 | 485 | 4,76 | ||||
| 2025-07-17 | 13F | KWB Wealth | 115 002 | −20,18 | 5 886 | −25,31 | ||||
| 2025-07-16 | 13F | American National Bank | 1 059 | 58 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 15 010 | −33,89 | 816 | −29,78 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 23 | 0,00 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 90 | 0,00 | 5 | 0,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 55 | −78,85 | 3 | −84,62 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 206 025 | −0,87 | 11 204 | 5,32 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 46 569 | −66,65 | 2 532 | −64,57 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 6 766 | 0,40 | 368 | 6,69 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 6 566 | 0,00 | 357 | 6,25 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 3 702 113 | −30,63 | 201 321 | −26,30 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 810 600 | 9,49 | 44 080 | 16,33 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 56 344 | 151,82 | 3 064 | 167,51 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 17 963 | 0,00 | 982 | 0,00 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 603 915 | 60,38 | 32 841 | 70,40 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 75 | 4 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 354 542 | 5,10 | 19 280 | 11,68 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 509 | 0,00 | 28 | 3,85 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 231 724 | 6,67 | 12 601 | 13,34 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 22 947 | −4,24 | 1 248 | 1,71 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 77 008 | 203,60 | 4 188 | 37,01 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 30 901 | 3,39 | 1 680 | 9,88 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 19 621 | 0,00 | 1 067 | 21,14 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 13 984 | −3,40 | 761 | 2,70 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51 634 | −23,97 | 2 808 | −19,22 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 35 142 | −59,63 | 1 911 | −57,09 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 12 720 | −3,94 | 692 | 2,07 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3 597 | 202 | ||||||
| 2025-04-17 | 13F | Qrg Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17 993 | 202,66 | 921 | 183,08 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 15 361 | −0,60 | 835 | 5,70 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75 179 | 418,19 | 4 088 | 450,94 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 6 837 | −5,74 | 372 | 0,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 10 298 | 560 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 643 917 | 4,31 | 361 296 | 10,84 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 19 627 | 14,20 | 1 067 | 21,39 | ||||
| 2025-05-15 | 13F | Texas Permanent School Fund | 2 974 252 | 0,00 | 148 534 | −8,68 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 17 846 | 970 | ||||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 19 582 | −1,29 | 1 078 | 6,11 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 434 356 | 1,84 | 24 | 9,52 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 58 553 | 3 223 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 352 | 19 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 121 008 | −40,42 | 6 580 | −36,69 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 10 454 | 32,97 | 568 | 41,29 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 53 641 | 23,19 | 2 917 | 30,88 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 47 649 | 1,54 | 2 439 | −4,99 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 19 | −92,02 | 1 | −91,67 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 3 045 | −20,06 | 166 | −14,95 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 202 056 | 3,88 | 10 988 | 10,38 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1 240 | 0,00 | 67 | 6,35 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 176 356 | 0,44 | 9 590 | 6,72 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 790 | 206 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 32 | 6,90 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17 236 | 0,42 | 1 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 017 | 3 078,12 | 55 | 5 400,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 123 882 | 1,10 | 6 737 | 7,42 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13 057 | 710 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 110 268 | 3,58 | 6 225 | 14,41 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44 873 | 3,51 | 2 440 | 10,01 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 43 | 2 | ||||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 13 764 | 4,07 | 748 | 10,65 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12 475 | −0,01 | 678 | 6,27 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 222 675 | 4,53 | 12 109 | 11,07 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 145 668 | 9,75 | 7 921 | 16,61 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 73 592 | 20,19 | 4 002 | 27,71 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 48 330 | 2 628 | ||||||
| 2025-04-22 | 13F | Woodmont Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 565 | 32 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 83 051 | 4 516 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 5 567 | −0,41 | 303 | 5,59 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 704 | 0,06 | 93 | 5,75 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 309 465 | −7,49 | 16 829 | −1,71 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 51 601 | −4,08 | 2 806 | 1,93 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 51 363 | 20,16 | 2 793 | 27,71 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 10 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 1 434 897 | 31,97 | 78 030 | 40,22 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 278 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Laraway Financial Inc | 6 731 | 0,04 | 366 | 6,40 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 420 465 | 5,55 | 22 865 | 12,14 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 10 630 | −0,47 | 578 | 5,86 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32 227 | 11,25 | 1 753 | 18,22 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 257 | 14 | ||||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 4 806 | 0,08 | 261 | 6,53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 097 | 0,02 | 712 | 6,27 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13 244 | 2,14 | 720 | 8,60 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 205 089 | 4,28 | 11 153 | 10,80 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 6 950 | −27,98 | 378 | −23,53 | ||||
| 2025-05-09 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 31 205 | 42,04 | 1 735 | 63,89 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 8 395 | −1,59 | 457 | 4,59 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 199 | 0,00 | 11 | 0,00 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 125 | 0,00 | 7 | 0,00 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 964 | 107 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 17 904 | −0,39 | 974 | 5,88 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 100 | 10,55 | 0 | |||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4 839 | 0,00 | 263 | 6,48 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 347 726 | 53,10 | 18 909 | 62,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 759 881 | 3,88 | 41 323 | 10,37 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 13 143 | 0,00 | 716 | 6,40 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 142 | 3,46 | 280 | 9,84 | ||||
| 2025-08-04 | 13F | Municipal Employees' Retirement System of Michigan | 26 947 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3 882 | −1,47 | 211 | −1,86 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 35 393 | −2,20 | 1 925 | 3,89 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 8 000 | 116,22 | 435 | 130,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138 757 | 16,38 | 7 546 | 23,65 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 4 128 | 0,00 | 224 | 6,16 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 207 691 | −1,17 | 11 294 | 5,01 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 125 949 | −6,09 | 6 849 | −0,20 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 52 507 | −28,79 | 2 855 | −24,33 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 618 | −3,81 | 414 | 2,22 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 410 | −5,21 | 1 056 | 0,76 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 277 | 287 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 57 145 | 10,98 | 3 108 | 17,91 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 168 018 | 2,60 | 9 137 | 9,01 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 15 136 | −1,27 | 823 | 4,97 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6 581 | 8,24 | 358 | 14,79 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 28 431 | −16,79 | 1 546 | −11,56 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16 457 | 59,05 | 895 | 69,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 9 759 | −13,33 | 531 | −7,99 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 27 | 0,00 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4 420 | 240 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 102 248 | −13,68 | 5 560 | −8,28 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 27 077 | −47,58 | 1 472 | −44,31 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 11 329 | 0,47 | 616 | 6,76 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 14 891 | 0,00 | 810 | 6,17 | ||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 23 473 | −1,33 | 1 276 | 4,85 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 62 306 | −9,29 | 3 388 | −3,61 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 22 103 | 0,00 | 1 234 | 16,98 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17 880 | 1,68 | 972 | 8,00 | ||||
| 2025-05-06 | 13F | VCI Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 826 | 134,79 | 1 078 | 149,54 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 48 524 | 0,00 | 2 639 | 6,24 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 696 729 | 1,51 | 37 888 | 20,24 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 3 866 | −1,07 | 210 | 5,00 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 260 | 14 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 153 067 | 7,36 | 8 324 | 14,06 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 806 | 0,00 | 44 | 4,88 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 90 | 0,00 | 5 | 0,00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 16 022 | −0,15 | 871 | 6,09 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 150 610 | 72,75 | 8 190 | 83,59 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 18 520 | −2,25 | 1 007 | 3,92 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 213 | 20,97 | 175 | 28,89 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 46 596 | 6,01 | 2 534 | 12,63 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 128 000 | 6 961 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 263 872 | 4,17 | 13 505 | 4,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15 753 | −47,58 | 857 | −44,34 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 18 401 | 1,34 | 1 001 | 7,64 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 100 | 0,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 500 | 0,00 | 27 | 8,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 399 113 | 5,02 | 21 704 | 11,58 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 152 | −2,56 | 8 | 14,29 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 54 693 | −31,64 | 2 974 | −27,36 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7 357 | 0,38 | 400 | 6,67 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 1 423 120 | −3,02 | 77 389 | 3,05 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 41 378 | 2 250 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 4 820 | 3,52 | 262 | 10,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 627 323 | 3 714,44 | 34 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 116 | 11,54 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 5 352 | 0,38 | 291 | 6,99 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 3 186 | −1,82 | 173 | 4,22 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 259 226 | 2 118,26 | 14 097 | 2 257,19 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 6 735 | −2,62 | 366 | 3,68 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 9 275 | 3,71 | 504 | 10,28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63 887 | 5,38 | 3 474 | 11,99 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13 761 | 0,96 | 748 | 7,32 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 32 383 | 32,82 | 1 761 | 41,22 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 737 | −2,80 | 94 | 3,30 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 203 681 | −0,36 | 11 076 | 5,88 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 468 | 1,62 | 406 | 7,98 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 18 188 | 50 422,22 | 989 | 98 800,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 12 196 | 13,29 | 663 | 20,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 978 616 | 13,23 | 161 977 | 20,31 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 839 | −46,92 | 372 | −43,70 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 32 591 | −1,37 | 1 790 | 5,85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 70 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 490 448 | 8,93 | 26 671 | 15,75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 287 | 1 103 | ||||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60 794 | 38,99 | 3 306 | 47,68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 280 444 | 8,13 | 15 251 | 14,89 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 26 160 | 11,58 | 1 423 | 18,60 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I | 1 892 | 0,00 | 103 | 6,25 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 11 859 | 0,00 | 645 | 6,27 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 62 605 | −0,05 | 3 404 | 6,21 | ||||
| 2025-07-07 | 13F | Trust Co | 556 | 0,00 | 30 | 7,14 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 117 238 | 17,19 | 6 375 | 24,54 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 192 | 228 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 931 | 214 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 171 | 9 | ||||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 170 | 6,92 | 9 | 12,50 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 017 | 573,51 | 55 | 587,50 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 61 970 | −0,10 | 3 370 | 6,14 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 86 151 | 99,96 | 4 685 | 112,47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5 926 | 4,46 | 322 | 11,03 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 37 168 | 2 021 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 151 | 0,00 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 965 | −10,52 | 216 | −4,87 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 58 | −97,01 | 3 | −96,97 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19 155 647 | 7,11 | 1 042 | 13,77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 698 043 | 25,95 | 146 720 | 33,82 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78 049 | 22,75 | 4 244 | 30,42 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 27 077 | −1,03 | 1 472 | 5,14 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 8 841 | −17,65 | 481 | −12,57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12 488 | 679 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 597 982 | 7,53 | 32 518 | 14,26 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 681 | 37 | ||||||
| 2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29 781 | 19,24 | 1 619 | 26,68 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 4 212 | 0,10 | 229 | 6,51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 425 | 0,00 | 23 | 9,52 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 4 247 | 0,00 | 231 | 5,99 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 2 013 | 0,00 | 109 | 5,83 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Range Financial Group LLC | 49 308 | −4,13 | 2 681 | 1,86 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 15 589 | −0,11 | 848 | 6,14 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio | 170 400 | 0,00 | 9 266 | 6,25 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 639 | 43,27 | 35 | 54,55 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 84 694 | −3,34 | 4 606 | 2,70 | ||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 16 943 | −49,80 | 921 | −46,67 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 7 275 | 0,00 | 396 | 6,18 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26 821 | −1,49 | 1 470 | 5,53 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I | 17 863 | 0,00 | 971 | 6,24 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 16 256 | −10,35 | 884 | −4,74 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 3 953 | 0,00 | 215 | 5,94 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 85 | 0,00 | 5 | 0,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 323 | −6,38 | 18 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 474 386 | −0,24 | 25 797 | −0,80 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 7 326 | −87,28 | 398 | −86,49 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 585 | 0,00 | 32 | 6,90 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 | 0 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 017 | 5,72 | 55 | 12,24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 642 | 248,61 | 2 645 | 271,49 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 139 430 | 19,41 | 61 962 | 26,88 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 213 | 1,34 | 66 | 6,56 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 107 729 | −2,21 | 5 858 | 3,92 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 193 545 | 20,21 | 10 525 | 27,72 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2 000 | 109 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 22 951 | 13,08 | 1 248 | 20,23 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 122 270 | −9,38 | 7 | 0,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 828 | −9,84 | 208 | −4,15 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 47 151 | 4,37 | 2 564 | 10,90 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5 073 | 3,11 | 276 | 9,56 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 867 | 0,00 | 47 | 6,82 | ||||
| 2025-04-28 | 13F | Detalus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 384 152 | 4,36 | 21 359 | 20,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 549 804 | 25,57 | 84 278 | 33,43 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 124 052 | −3,05 | 6 746 | 3,01 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 612 | 0,00 | 34 | 6,45 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 6 120 | 50,89 | 333 | 60,39 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38 248 | 125,25 | 2 080 | 139,24 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 73 878 | 9 123,22 | 4 017 | 9 942,50 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 12 349 | 12,83 | 689 | 23,04 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 6 449 | 4,20 | 351 | 10,76 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 9 141 | −0,19 | 497 | 6,20 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 870 | 0,00 | 428 | 6,22 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 41 395 | −3,08 | 2 251 | 2,97 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 22 263 | 47,61 | 1 211 | 56,94 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 14 445 | −4,60 | 803 | 12,64 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 22 707 | −91,53 | 1 235 | −91,01 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5 231 | 292 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 40 159 | −71,63 | 2 184 | −69,86 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 15 088 | −1,44 | 1 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 7 973 | −0,01 | 434 | 6,13 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 6 | 0 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Country Trust Bank | 12 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 5 549 | −97,72 | 302 | −97,56 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 433 645 | 34,25 | 23 582 | 42,65 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | WorthPointe, LLC | 14 767 | 83,24 | 803 | 94,90 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 435 | −93,18 | 24 | −92,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 977 | −24,95 | 488 | −20,26 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 3 027 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Americana Partners, LLC | 8 631 | 0,00 | 469 | 6,35 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 7 707 | 0,00 | 419 | 6,35 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 52 134 | −9,57 | 2 835 | −3,90 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 059 | 0,08 | 275 | 6,59 | ||||
| 2025-08-12 | 13F | White Pine Capital Llc | 13 511 | 0,00 | 735 | 6,22 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 467 824 | −25,03 | 25 440 | −20,35 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 538 | 3,01 | 1 552 | 9,46 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 12 645 | −1,19 | 688 | 5,05 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 15 731 | −0,64 | 855 | 5,56 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 4 019 | −4,33 | 219 | 1,87 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 55 526 | −13,37 | 3 020 | −7,96 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 3 850 | 209 | ||||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 15 635 | 0,67 | 1 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 30 713 | 0,31 | 1 670 | 6,57 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 109 559 | 25,22 | 5 958 | 33,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 213 | 1 371 | ||||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 3 436 | 0,00 | 187 | 6,29 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 5 546 | −9,48 | 302 | −3,83 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 158 | 0,29 | 172 | 6,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 119 679 | −0,22 | 6 508 | 6,03 | ||||
| 2025-07-31 | 13F | Jordan Park Group LLC | 8 702 | −40,77 | 473 | −37,02 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 133 621 | −5,21 | 7 266 | 0,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5 150 | −92,61 | 280 | −92,15 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 7 678 | 7,84 | 418 | 14,56 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 6 540 | 0,00 | 356 | 6,29 | ||||
| 2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pecaut & Co. | 152 256 | −0,97 | 8 280 | 5,22 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 8 726 | −3,23 | 475 | 2,82 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 200 | −20,57 | 609 | −15,53 | |||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 93 047 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32 896 | −21,82 | 1 789 | −16,99 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5 954 | 324 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 632 | 6,04 | 34 | 13,33 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 19 506 | −0,71 | 1 061 | 5,47 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 29 407 | −0,35 | 1 599 | 5,89 | ||||
| 2025-04-25 | 13F | Financial Insights, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 160 056 | −0,25 | 8 704 | 5,99 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5 155 | 10,34 | 291 | 28,89 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 1 | 0,00 | 0 | |||||
| 2025-07-28 | NP | RHTX - RH Tactical Outlook ETF | 39 171 | −17,08 | 2 064 | −19,60 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 7 403 | −35,60 | 403 | −31,63 | ||||
| 2025-04-10 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cavalier Investments, LLC | 36 840 | −11,23 | 2 003 | −5,70 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 51 801 | 2 817 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 14 116 | 0,00 | 768 | 6,23 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 88 | 15,79 | 5 | 33,33 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 281 857 | 2,38 | 15 327 | 8,79 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 48 524 | 7,46 | 2 639 | 14,20 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 491 | 0,00 | 135 | 6,30 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57 430 | 28,39 | 3 123 | 36,44 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 400 | −2,55 | 239 | 3,46 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 18 050 | −12,86 | 982 | −9,25 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3 758 | 204 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3 896 | −52,46 | 212 | −49,64 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 368 | 401 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 125 205 | −2,28 | 6 809 | 3,83 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 65 341 | 8,85 | 3 553 | 15,66 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 31 129 | −7,07 | 1 694 | 7,42 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 903 143 | −37,09 | 49 113 | −33,15 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 289 | 3,22 | 940 | 9,68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45 705 | 3,53 | 2 485 | 10,00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 136 | 7 | ||||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 264 422 | −16,48 | 14 379 | −11,25 | ||||
| 2025-07-14 | 13F | Capital CS Group, LLC | 3 916 | −0,53 | 213 | 5,47 | ||||
| 2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 5 355 | 1,00 | 291 | 7,38 | ||||
| 2025-05-09 | 13F | Hemington Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 14 109 | 10,85 | 767 | 17,82 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 377 916 | 5,57 | 20 551 | 12,17 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 24 264 | 3,01 | 1 366 | 20,26 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 44 891 | −1,79 | 2 441 | 4,36 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26 841 | 12,48 | 1 460 | 19,49 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 6 534 | 0,00 | 355 | 6,29 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11 153 | 152,62 | 606 | 169,33 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 012 | −17,24 | 381 | −12,01 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 26 488 | 6,42 | 1 440 | 13,12 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 14 090 | 0,78 | 766 | 7,13 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 5 336 | 290 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 20 181 | 14,48 | 1 097 | 21,62 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 134 797 | 2,16 | 7 330 | 8,56 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 90 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 10 851 | 11,90 | 590 | 18,95 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 137 303 | 11,49 | 7 751 | 31,85 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 36 571 | 4,62 | 1 989 | 11,12 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 4 654 | 1 029,61 | 253 | 1 104,76 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85 611 | 249,52 | 4 656 | 271,21 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 24 | 0,00 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 224 694 | −41,98 | 12 219 | −38,35 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 40 306 | 3,34 | 2 192 | 9,77 | ||||
| 2025-07-22 | 13F | Chemung Canal Trust Co | 60 994 | 0,00 | 3 317 | 6,25 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14 165 | 770 | ||||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 162 489 | 2,69 | 8 836 | 9,11 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 27 104 | 8,24 | 1 474 | 14,99 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 299 | 234 | ||||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 565 | 0,00 | 31 | 7,14 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 913 | −30,34 | 104 | −25,71 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 031 994 | 10,06 | 56 120 | 16,94 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 263 | 830 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 53 062 | −10,11 | 2 886 | −4,50 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22 036 | 35,75 | 1 198 | 35,06 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9 474 | 2,21 | 515 | 8,65 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 109 207 | 0,00 | 5 589 | −6,41 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 66 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 509 894 | 4,80 | 27 736 | 11,48 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 102 | 223 | ||||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 13 755 | −0,36 | 748 | 5,81 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 11 189 | −1,14 | 608 | 5,01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 133 | −3,63 | 388 | 2,38 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 29 630 | −40,15 | 1 611 | −36,40 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 15 339 | −4,38 | 847 | 3,29 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 5 155 | 0,00 | 264 | 0,00 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 5 429 | −3,02 | 295 | 3,15 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 29 663 | 29,70 | 1 613 | 37,86 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 6 081 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 6 080 | 0,00 | 331 | 6,11 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6 094 | 4,33 | 331 | 11,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 285 956 | 10,42 | 15 550 | 17,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 088 | 16,86 | 603 | 24,12 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 010 | −95,29 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 480 | 244 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 82 593 | 97,34 | 4 491 | 109,66 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 47 237 | 0,40 | 2 569 | 7,00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 24 509 | −11,36 | 1 333 | −5,87 | ||||
| 2025-05-15 | 13F | Federation des caisses Desjardins du Quebec | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 14 276 | −0,59 | 776 | −1,15 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 597 | 413 | ||||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 178 508 | −5,69 | 9 707 | 0,21 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I | 9 131 | 0,00 | 497 | 6,21 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 193 557 | 0,85 | 10 526 | 7,16 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4 600 | 250 | ||||||
| 2025-08-13 | 13F | Jump Financial, LLC | 53 598 | 2 915 | ||||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 214 | 29,70 | 12 | 37,50 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 3 992 | −0,18 | 217 | 6,37 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I | 19 638 | 0,00 | 1 068 | 6,17 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 272 527 | 1,14 | 14 820 | 7,46 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 52 894 | 81,30 | 2 959 | 98,12 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 27 809 | −0,09 | 1 512 | 6,18 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 25 976 | 1 412 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 868 | −4,41 | 47 | 2,17 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4 599 | 250 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 21 836 | 1 187 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 10 481 | −6,82 | 570 | −1,04 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 681 911 | −1,45 | 37 082 | 4,72 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 460 | 0,00 | 25 | 8,70 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 6 010 | −2,29 | 327 | 3,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 637 637 | −2,42 | 34 675 | 3,68 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 717 | −47,43 | 39 | −44,93 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 727 | 37,43 | 40 | 44,44 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 13 229 | −1,56 | 719 | 4,66 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 96 144 | 5 346 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 6 688 | −86,81 | 364 | −86,01 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 988 | −4,72 | 706 | 1,29 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 720 474 | −4,14 | 39 179 | 1,86 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 816 324 | 111,13 | 44 392 | 124,33 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 37 460 | −2,68 | 2 037 | 3,45 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 19 027 | 4,62 | 1 035 | 11,18 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 84 405 | 14,98 | 4 590 | 22,15 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 874 665 | 0,79 | 47 564 | 7,09 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 549 | 30 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 779 | −5,09 | 151 | 1,34 |
