Grundläggande statistik
| Institutionella ägare | 664 total, 664 long only, 0 short only, 0 long/short - change of 2,62% MRQ |
| Genomsnittlig portföljallokering | 1.0912 % - change of −0,05% MRQ |
| Institutionella aktier (lång) | 89 003 817 (ex 13D/G) - change of 3,81MM shares 4,47% MRQ |
| Institutionellt värde (lång) | $ 6 164 158 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF (US:SPTM) har 664 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 89,003,817 aktier. Största aktieägare inkluderar LPL Financial LLC, Cwm, Llc, Creative Planning, Private Advisor Group, LLC, Valmark Advisers, Inc., Wealthcare Advisory Partners LLC, Wealth Enhancement Advisory Services, Llc, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., and Hughes Financial Services, LLC .
SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF (ARCA:SPTM) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 9, 2025 is 78,86 / share. Previously, on September 10, 2024, the share price was 66,94 / share. This represents an increase of 17,81% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 500 | 37 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 691 | 9,83 | 1 475 | 20,92 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 470 079 | −68,32 | 35 204 | −65,11 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 14 919 | −11,44 | 1 117 | −2,45 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 11 536 | −41,01 | 864 | −35,11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 255 | 0,00 | 19 | 5,88 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 563 708 | 85,86 | 42 216 | 104,66 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 123 | 0,00 | 9 | 12,50 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 30 612 | −1,40 | 2 293 | 8,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 74 | 0,00 | 6 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 69 | 1,47 | 5 | 25,00 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 10 879 | 0,00 | 815 | 10,15 | ||||
| 2025-07-28 | 13F | Tlwm | 13 488 | −0,62 | 1 010 | 9,43 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 5 594 | 426 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 19 450 | 13,38 | 1 457 | 145 500,00 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 6 593 | −26,83 | 494 | −19,44 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 183 232 | 8,51 | 13 722 | 19,49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 584 | 0,00 | 44 | 10,26 | ||||
| 2025-05-12 | 13F | CFS Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 4 897 | −16,32 | 367 | −7,81 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 464 | 34,52 | 259 | 48,00 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 16 436 | −0,87 | 1 231 | 9,14 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 454 103 | −4,53 | 34 008 | 5,13 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 342 064 | 153,05 | 26 | 177,78 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 57 599 | −5,33 | 4 314 | 15,48 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 475 | 0,00 | 36 | 9,38 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 2 489 | −2,89 | 186 | 6,90 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 30 618 | −2,26 | 2 293 | 7,61 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 325 115 | −4,81 | 24 231 | 10,94 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 6 141 | −31,77 | 460 | −25,00 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 15 441 | 0,33 | 1 156 | 10,52 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 5 670 | 0,02 | 425 | 10,13 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 4 149 | 0,00 | 311 | 19,69 | ||||
| 2025-04-30 | 13F | Hunter Associates Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 254 896 | −4,37 | 19 089 | 5,31 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 343 | 106,63 | 26 | 127,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7 945 | −17,43 | 595 | −9,02 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 19 177 | 3,37 | 1 436 | 13,88 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7 709 | 577 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 4 676 | 0,00 | 354 | 16,83 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 41 928 | −7,00 | 3 140 | 2,41 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 10 093 | 11,38 | 756 | 22,56 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 271 | 0,37 | 20 | 11,11 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 123 | 0,00 | 9 | 12,50 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 94 513 | −4,84 | 7 078 | 4,78 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 6 520 | 0,00 | 488 | 10,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 385 408 | 522,50 | 28 863 | 585,58 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 136 146 | −0,12 | 10 196 | 9,99 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 036 | 0,06 | 527 | 10,04 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8 644 | 13,30 | 647 | 24,90 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 22 982 | 87,04 | 1 721 | 106,11 | ||||
| 2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 459 100 | 13,78 | 34 382 | 25,29 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 7 925 | −1,25 | 594 | 8,81 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2 499 | 0,00 | 187 | 10,65 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 5 939 | 0,00 | 445 | 10,17 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 6 174 | −12,50 | 462 | −3,55 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 4 677 | 0,49 | 350 | 10,76 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 069 | 0,05 | 155 | 10,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4 417 | −1,56 | 331 | 8,20 | ||||
| 2025-08-04 | 13F | Balentine LLC | 150 742 | −2,53 | 11 289 | 7,33 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 214 647 | 11,78 | 16 075 | 23,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 856 384 | 7,37 | 64 135 | 18,23 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 211 960 | −0,21 | 15 874 | 9,88 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 12 562 | 0,00 | 941 | 10,07 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 052 | −40,90 | 378 | −34,94 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3 290 | −1,50 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 431 593 | −3,53 | 32 | 6,67 | ||||
| 2025-07-28 | 13F | Essex LLC | 2 825 | 212 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 300 | 10,11 | 697 | 21,25 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 3 338 | 0,03 | 250 | 10,18 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 94 934 | 3,51 | 7 110 | 13,98 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 190 064 | 0,73 | 14 234 | 10,92 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 43 499 | −76,31 | 3 258 | −73,92 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 7 971 | 1,04 | 597 | 11,19 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 65 165 | −0,68 | 4 880 | 9,37 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 10 525 | 0,00 | 788 | 10,21 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 14 360 | −3,32 | 1 075 | 6,44 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 8 475 | 0,31 | 635 | 10,45 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 3 687 | 0,00 | 276 | 10,40 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 780 | −2,48 | 433 | 7,20 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ignite Planners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 196 626 | 2,58 | 14 725 | 12,97 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 301 098 | 2,17 | 22 549 | 12,51 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 22 | 4,76 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 27 133 | 18,57 | 2 079 | 33,55 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 237 450 | −20,11 | 17 783 | −12,03 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 16 185 | 0,32 | 1 212 | 10,48 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 575 | 60,39 | 418 | 76,69 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 238 | −1,60 | 1 740 | 8,34 | ||||
| 2025-08-14 | 13F | Betterment LLC | 40 885 | 2,11 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 522 982 | 1 320,18 | 39 166 | 1 464,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 46 953 | 46,21 | 3 516 | 60,99 | ||||
| 2025-08-06 | 13F | Climber Capital SA | 21 575 | 0,00 | 1 607 | 29,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 49 508 | 1,53 | 3 708 | 11,79 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 355 | 0,00 | 27 | 8,33 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 5 106 | 0,00 | 383 | 10,09 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 3 606 | 0,00 | 270 | 10,20 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 674 | −19,84 | 725 | −11,71 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 9 432 | 2,00 | 706 | 12,42 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 7 048 | 0,00 | 528 | 10,02 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 286 892 | 2,18 | 21 485 | 12,52 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 21 484 | −16,34 | 1 609 | −7,85 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 2 721 | 0,00 | 204 | 9,73 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 27 463 | 7,08 | 2 057 | 17,89 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 224 818 | 34,35 | 16 837 | 47,49 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 552 | 0,00 | 41 | 10,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 288 606 | 7,57 | 21 614 | 18,45 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 223 257 | −3,37 | 16 720 | 6,40 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 4 094 | 0,22 | 307 | 10,47 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 409 | 0,25 | 31 | 11,11 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 697 | 0,00 | 352 | 10,03 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 11 592 | 4,06 | 868 | 14,66 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 21 376 | 108,75 | 1 601 | 129,89 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 291 | 0,49 | 321 | 10,69 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 54 | −78,74 | 4 | −77,78 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 3 439 | 0,00 | 258 | 10,30 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 21 419 | 1 604 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 20 534 | −0,39 | 1 538 | 9,71 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 667 792 | 2,31 | 51 517 | 20,84 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 41 315 | 0,05 | 2 810 | 140 350,00 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 6 862 | 16,40 | 514 | 28,25 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 567 | −19,80 | 42 | −12,50 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 6 979 | −3,42 | 523 | 6,31 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17 287 | −2,27 | 1 295 | 7,65 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 522 108 | 1,19 | 39 101 | 11,43 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 45 102 | 983,14 | 3 378 | 1 093,29 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 403 459 | 2,56 | 30 215 | 12,94 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 24 180 | 12,99 | 1 811 | 24,40 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 9 970 | −8,11 | 743 | 1,78 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 9 842 | 737 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 249 215 | −3,97 | 18 664 | 5,74 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 20 521 | −4,94 | 1 537 | 4,63 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 13 956 | −2,58 | 1 045 | 7,29 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 4 421 | 0,00 | 331 | 10,33 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 266 087 | 41 411,23 | 19 927 | 46 241,86 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 36 138 | 8,79 | 2 706 | 19,79 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 17 655 | −6,59 | 1 322 | 2,88 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 378 037 | −1,46 | 28 311 | 8,50 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 879 644 | −4,69 | 215 657 | 4,95 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 96 527 | 4,76 | 7 229 | 15,35 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 035 | 377 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 341 551 | −5,38 | 25 579 | 6,80 | ||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 8 861 | 1,65 | 664 | 11,99 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 5 590 | −0,99 | 419 | 8,85 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 228 651 | 17 124 | ||||||
| 2025-08-14 | 13F | Destination Wealth Management | 26 460 | 1 982 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 167 | 0,00 | 13 | 9,09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 2 970 972 | 63,89 | 222 496 | 80,47 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Bensler, LLC | 153 170 | 4,11 | 11 471 | 14,63 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3 503 | −0,37 | 262 | 9,62 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 3 819 | 0,00 | 286 | 10,42 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 30 260 | 5,13 | 2 266 | 15,79 | ||||
| 2025-08-11 | 13F | Goodman Financial Corp | 5 336 | −4,12 | 400 | 5,56 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 21 672 | 1,74 | 1 623 | 13,18 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 32 741 | 7,44 | 2 452 | 18,29 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 198 | 2,40 | 239 | 12,74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 469 654 | 2,82 | 35 877 | 15,49 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22 043 | 147,17 | 1 651 | 174,09 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 10 067 | 64,74 | 754 | 81,45 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 47 | 0,00 | 4 | 0,00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 3 848 | 15,66 | 288 | 27,43 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 12 509 | 77,48 | 937 | 95,41 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 17 137 | −1,66 | 1 283 | 8,27 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 3 931 | −2,36 | 294 | 7,69 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 165 | 1,86 | 324 | 17,82 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 20 894 | −0,22 | 1 565 | 9,83 | ||||
| 2025-07-23 | 13F | Broderick Brian C | 24 900 | −0,40 | 1 865 | 9,65 | ||||
| 2025-08-11 | 13F | Aviso Wealth Management | 3 020 | 226 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 23 854 | −0,39 | 1 786 | 9,71 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 281 017 | −3,51 | 19 112 | −8,13 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 96 288 | 0,81 | 7 211 | 11,02 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 15 693 | −7,00 | 1 175 | 2,44 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 86 614 | 4,38 | 6 487 | 14,94 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 195 186 | −1,94 | 15 | 7,69 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 72 716 | −5,74 | 5 446 | 3,79 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 57 278 | −9,64 | 4 290 | −0,51 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3 969 | −46,45 | 297 | −41,07 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44 296 | −1,48 | 3 317 | 8,51 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 4 175 | 0,00 | 313 | 10,25 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 750 283 | 1,43 | 56 781 | 17,57 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 5 844 | −2,50 | 438 | 7,37 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 163 049 | −10,42 | 12 210 | 1,61 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 77 581 | 5 810 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 19 600 | 415,79 | 1 468 | 468,60 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 30 745 | −59,52 | 2 302 | −55,43 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 12 712 | 0,06 | 952 | 10,19 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 205 861 | 1,57 | 240 | 12,15 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24 981 | 42,97 | 1 871 | 57,41 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 176 268 | −31,53 | 13 201 | −24,61 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 69 993 | −0,76 | 5 242 | 9,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 916 040 | −19,65 | 143 492 | −11,53 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7 307 | 64,24 | 547 | 81,13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 783 651 | 14,29 | 58 688 | 25,85 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9 397 | −10,38 | 704 | −1,40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 49 962 | −52,31 | 3 742 | −47,49 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4 865 | −7,37 | 364 | 1,96 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 20 609 | 1,97 | 1 551 | 12,88 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 14 300 | 88,16 | 1 071 | 107,36 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 19 556 | −0,21 | 1 465 | 9,91 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 2 681 | 201 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 366 353 | 3,73 | 27 436 | 14,23 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 9 607 | 6,11 | 719 | 16,91 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 1 545 | −12,22 | 116 | −3,36 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 68 000 | −0,93 | 5 093 | 9,08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22 060 | 0,39 | 1 652 | 10,58 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 139 | −27,98 | 10 | −23,08 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 16 637 | −11,53 | 1 246 | −2,66 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 7 554 | 0,53 | 566 | 10,57 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 162 883 | 109,72 | 12 198 | 299,02 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 920 073 | 46,45 | 68 904 | 61,27 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 6 550 | 33,70 | 432 | 23,78 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 48 475 | −5,03 | 3 630 | 4,58 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 73 062 | 269,06 | 5 472 | 306,46 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 6 759 | −72,46 | 506 | −69,68 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 29 101 | −20,60 | 2 179 | −12,56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 27 259 | −0,34 | 2 041 | 9,73 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 30 545 | −37,79 | 2 287 | −31,51 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 4 823 | −11,05 | 361 | −1,90 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 8 718 | 653 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 892 | 22,55 | 591 | 35,24 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 30 634 | 0,01 | 2 083 | −4,76 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 22 205 | −21,16 | 1 663 | −13,21 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 59 892 | −32,87 | 4 485 | −26,08 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 576 | 0,00 | 43 | 10,26 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 405 132 | −14,37 | 30 340 | −5,71 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 3 445 | 0,00 | 261 | 23,22 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 126 726 | −14,06 | 9 491 | −5,36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 034 | 0 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 8 666 | 649 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 6 166 | −6,09 | 462 | 3,36 | ||||
| 2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 135 960 | 0,00 | 9 156 | −8,28 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 21 911 | −3,25 | 1 641 | 6,49 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 224 | 17 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 1 108 787 | −10,72 | 83 037 | −1,68 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 16 726 | 0,00 | 1 253 | 10,11 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 19 734 | −0,11 | 1 478 | 9,98 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 199 | 0,00 | 165 | 10,07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 106 657 | −37,05 | 8 | −36,36 | ||||
| 2025-08-13 | 13F | Gibson Wealth Advisors LLC | 10 500 | 0,00 | 786 | 10,08 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 | 0 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 134 568 | 1,42 | 10 078 | 7,19 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9 492 | 48,50 | 711 | 63,59 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 988 681 | 1,54 | 74 042 | 11,81 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 99 030 | 6,39 | 7 416 | 17,16 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 42 875 | −24,93 | 3 211 | −17,35 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 9 584 | −1,22 | 718 | 8,80 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 371 844 | 9,76 | 27 847 | 20,86 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 5 111 | −3,58 | 383 | 6,11 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 968 454 | 18,14 | 73 | 30,91 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 11 809 | −0,65 | 884 | 9,41 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 1 579 615 | 1,98 | 118 297 | 12,30 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 500 | −91,82 | 262 | −90,99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 305 037 | 454,39 | 22 844 | 510,48 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 2 927 | 0 | ||||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 254 583 | −3,79 | 19 066 | 5,94 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 81 234 | −1,16 | 6 084 | 8,84 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 83 987 | 6 290 | ||||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 11 995 | 898 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 962 221 | 24,33 | 148 913 | 38,73 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 87 290 | −30,56 | 6 537 | −23,53 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 376 | 0,00 | 28 | 12,00 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 5 785 | 19,18 | 393 | 13,58 | ||||
| 2025-08-13 | 13F | Isthmus Partners, Llc | 82 977 | 4,36 | 6 214 | 14,93 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 18 957 | −10,85 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 5 013 | 9,43 | 375 | 20,58 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 25 026 | 0,83 | 1 874 | 11,08 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 144 102 | −2,09 | 10 792 | 7,81 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 10 381 | −6,18 | 777 | 3,32 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 260 367 | 9,82 | 19 499 | 20,93 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 698 419 | 14,95 | 52 305 | 26,58 | ||||
| 2025-04-11 | 13F | Congress Asset Management Co /ma | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8 730 | 0,00 | 654 | 10,12 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 192 720 | −3,55 | 14 745 | 7,79 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 42 351 | 0,70 | 3 172 | 10,87 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4 482 | 0,00 | 336 | 10,20 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7 519 | −4,90 | 563 | 4,84 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 15 080 | 78,10 | 1 129 | 96,35 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 20 510 | 51,59 | 1 536 | 66,96 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 2 838 | 213 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 664 | −8,73 | 724 | 0,42 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 323 | −21,68 | 324 | −13,87 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 627 866 | −0,33 | 47 | 11,90 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 300 | −82,75 | 22 | −81,36 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 500 | −73,47 | 37 | −70,87 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 312 454 | −68,63 | 23 400 | −65,46 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 9 513 | −0,19 | 712 | 9,88 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 7 457 | −7,22 | 558 | 2,20 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 13 940 | −0,24 | 1 044 | 9,79 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 60 298 | −1,03 | 5 | 0,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 740 | 0,00 | 55 | 10,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 84 925 | 0,00 | 6 360 | 10,13 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 8 805 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 3 177 | 238 | ||||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 19 342 | 3,16 | 1 448 | 13,57 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 31 050 | −2,06 | 2 325 | 7,84 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 8 495 | 637 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 409 | 0,00 | 705 | 10,17 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 94 512 | 1,85 | 7 078 | 12,15 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 20 049 | −0,21 | 1 501 | 3,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 820 469 | 2,73 | 61 445 | 13,12 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 654 236 | 30,89 | 48 996 | 44,14 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 789 | 134 | ||||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 16 878 | −0,59 | 1 264 | 9,45 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 167 751 | 11,19 | 12 563 | 22,44 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 14 791 | 8,53 | 1 108 | 19,55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 67 545 | −14,57 | 5 058 | −5,93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 500 | −4,26 | 337 | 5,64 | |||
| 2025-08-12 | 13F | Change Path, LLC | 18 738 | −7,44 | 1 403 | 1,96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 9 | −40,00 | 1 | −100,00 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 3 672 | 0,00 | 250 | 0,00 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27 441 | −1,89 | 2 055 | 8,04 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 14 062 | −16,76 | 1 053 | −8,28 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 6 161 | −0,84 | 461 | 9,24 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 30 194 | 2 261 | ||||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 23 021 | −0,86 | 1 724 | 9,18 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 717 485 | 1,25 | 53 732 | 11,50 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 4 501 | −3,58 | 337 | 6,31 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 6 946 | 0,06 | 520 | 10,17 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 18 970 | −1,27 | 1 421 | 8,73 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 68 886 | 0,73 | 5 159 | 10,92 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 195 523 | −2,10 | 14 643 | 7,80 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6 116 | −0,16 | 458 | 10,10 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 748 | −1,58 | 56 | 9,80 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 76 068 | −1,06 | 5 697 | 8,95 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 7 703 | 0,00 | 577 | 10,13 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 12 330 | 923 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 11 645 | 2,59 | 792 | −2,35 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 55 564 | −1,05 | 4 161 | 8,96 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1 529 | 0,00 | 115 | 10,68 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 60 738 | −8,02 | 4 647 | 5,93 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 5 817 | −12,61 | 436 | −3,76 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 98 243 | 3,77 | 7 357 | 14,26 | ||||
| 2025-05-15 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 20 188 | −23,64 | 1 512 | −15,96 | ||||
| 2025-08-07 | 13F | Compass Financial Group, Inc. | 43 920 | −1,67 | 3 289 | 8,30 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 669 | 77,93 | 50 | 100,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 3 234 | −56,46 | 242 | −53,46 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 20 623 | 1 544 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 4 803 | −1,05 | 360 | 8,79 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 102 545 | 7,32 | 7 680 | 18,17 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 4 712 | 0,00 | 353 | 10,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 097 | −25,24 | 307 | −17,74 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5 015 | −29,64 | 376 | −24,70 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 98 980 | −8,71 | 7 413 | 0,52 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 29 625 | −0,97 | 2 219 | 9,05 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 9 233 | −5,01 | 691 | 4,54 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 152 444 | 7,36 | 11 | 22,22 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 101 462 | 0,00 | 7 257 | −1,01 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 54 450 | −0,21 | 4 078 | 9,86 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 4 167 | −29,43 | 312 | −22,19 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 507 | 0,00 | 113 | 9,80 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 23 194 | −4,76 | 1 737 | 4,83 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 16 831 | 1 260 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 102 689 | −1,11 | 7 690 | 8,89 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10 355 | −2,03 | 775 | 7,94 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 21 237 | −3,16 | 1 600 | 14,54 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 19 630 | 0,00 | 1 470 | 10,11 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 25 076 | 451,73 | 1 878 | 507,44 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 50 465 | −12,93 | 3 779 | −4,11 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 42 774 | −3,81 | 2 909 | −8,41 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 5 491 | 0,00 | 411 | 10,19 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 9 750 | −79,82 | 730 | −77,78 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 32 470 | −1,67 | 2 432 | 8,29 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 362 | 0,00 | 327 | 10,14 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6 430 | 46,27 | 482 | 61,41 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 28 387 | 5,63 | 2 126 | 16,31 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 2 729 | 204 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 921 565 | 4,13 | 69 016 | 17,37 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 212 | 16 | ||||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 30 296 | −27,81 | 2 269 | −20,53 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 174 368 | 0,83 | 13 058 | 11,04 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 30 | −26,83 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9 120 | 5 111,43 | 697 | 6 236,36 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4 624 | 0,02 | 346 | 10,19 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 118 999 | 13,79 | 8 912 | 19,29 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6 483 | 0,31 | 486 | 10,48 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 3 252 | −7,35 | 244 | 2,10 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 4 845 | −1,16 | 363 | 8,71 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 9 046 | −11,45 | 677 | −2,45 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 40 698 | 3 048 | ||||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 33 433 | −0,05 | 2 504 | 10,07 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 6 480 | −3,67 | 485 | 6,13 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 6 529 | 0,02 | 489 | 10,16 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 18 702 | 2,91 | 1 401 | 13,27 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 126 033 | 3,33 | 9 439 | 13,79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 804 | −1,08 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 150 537 | 0,80 | 11 274 | 11,00 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 11 023 | 1,12 | 826 | 11,34 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 56 239 | −2,51 | 4 212 | 7,34 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 6 538 | 24,51 | 490 | 36,97 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 10 142 | 0,00 | 760 | 10,16 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 59 797 | −0,86 | 4 478 | 9,19 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 191 | 2,50 | 89 | 12,66 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 623 645 | 13,49 | 46 705 | 24,97 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 239 | 0,00 | 18 | 6,25 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 39 576 | 40,85 | 2 950 | 55,29 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 304 | 0,00 | 23 | 10,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 576 | 61,48 | 118 | 78,79 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 262 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 2 953 | −21,15 | 221 | −12,99 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 26 335 | −0,87 | 1 791 | −5,59 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 1 973 | 0,00 | 148 | 9,70 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 248 644 | 687,57 | 18 621 | 767,26 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 3 692 | 277 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 749 | 56 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 30 240 | −3,60 | 2 265 | 1,07 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 242 378 | 19,43 | 18 152 | 31,51 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 2 335 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 5 256 | 0,00 | 392 | 10,14 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 3 596 | −1,72 | 269 | 8,47 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 16 205 | −75,21 | 1 214 | −72,72 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 109 966 | 24,73 | 8 235 | 37,34 | ||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 284 750 | −9,62 | 21 325 | −0,49 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 12 454 | −0,01 | 933 | 10,04 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 392 | 0,00 | 29 | 11,54 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 26 600 | 2,92 | 1 992 | 13,38 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 3 623 | −2,87 | 271 | 7,11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 374 427 | −3,56 | 102 837 | 6,19 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 603 310 | 19,78 | 194 962 | 31,90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60 391 | 30,76 | 4 522 | 44,01 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 76 156 | −3,82 | 5 703 | 5,92 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 24 974 | −0,46 | 1 870 | 9,61 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 364 072 | 10,87 | 27 265 | 22,09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 236 | 0,00 | 18 | 6,25 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 2 763 | 207 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 405 | −1,32 | 330 | 8,58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 325 | 0,00 | 22 | −4,35 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 13 572 | 9,99 | 1 016 | 21,10 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 241 | 0,00 | 18 | 12,50 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5 550 | 10,96 | 416 | 22,06 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 581 248 | −0,51 | 43 530 | 9,55 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 41 241 | −76,61 | 3 089 | −74,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 82 359 | −1,95 | 6 168 | 7,97 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 5 983 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 73 014 | 6,41 | 5 468 | 17,19 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 58 769 | −1,34 | 4 496 | 10,98 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 486 | 0,00 | 178 | 4,73 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 35 272 | 2,65 | 2 642 | 13,06 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 26 203 | −12,49 | 1 962 | −3,63 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 16 137 | −3,70 | 1 208 | 6,06 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 172 | 0,32 | 238 | 10,23 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 287 | 0,48 | 171 | 11,04 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 579 968 | 43 434 | ||||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 9 060 | 14,90 | 679 | 26,49 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 1 756 | 0,00 | 132 | 10,08 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 139 300 | −14,01 | 10 432 | −5,31 | ||||
| 2025-07-17 | 13F | KWB Wealth | 53 211 | −13,59 | 3 619 | −17,74 | ||||
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 107 | 0,00 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 22 | −8,33 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 29 332 | −9,79 | 2 197 | −0,68 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 8 | 1 | ||||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 88 357 | −12,52 | 6 617 | −3,67 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 4 869 | 0,00 | 365 | 10,64 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8 341 | −25,05 | 625 | −17,46 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 483 | 0,00 | 36 | 12,50 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 4 812 | −5,24 | 360 | 4,35 | ||||
| 2025-07-15 | 13F | Attessa Capital LLC | 5 231 | 0,00 | 392 | 10,14 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 3 269 | 245 | ||||||
| 2025-05-14 | 13F | Congress Wealth Management LLC / DE / | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Friday Financial | 14 196 | 1 063 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 163 400 | −5,02 | 12 237 | 4,60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 105 733 | −10,33 | 7 918 | −1,25 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 319 552 | −14,83 | 23 911 | −6,30 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 62 525 | 0,00 | 4 682 | 10,11 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 46 845 | 28,47 | 3 508 | 41,51 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 9 189 | 1,33 | 688 | 11,69 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 5 039 | −7,20 | 377 | 2,17 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 5 925 | 4,81 | 444 | 15,36 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 59 621 | 6,11 | 4 465 | 16,85 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 55 | −35,29 | 4 | −20,00 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 25 342 | 364,99 | 1 681 | 381,66 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 8 189 | 0,00 | 613 | 10,25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 349 454 | −0,51 | 26 171 | 9,55 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 20 067 | −0,26 | 1 503 | 9,80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 6 268 | 469 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 745 693 | 0,38 | 55 845 | 10,53 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 736 | −11,26 | 355 | −2,75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 1 598 745 | −5,65 | 119 730 | 3,89 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 1 052 | 0,00 | 79 | 9,86 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 913 | −9,59 | 143 | 0,00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 84 825 | 4,46 | 6 551 | 20,67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 16 767 | 0,00 | 1 256 | 10,09 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 552 692 | 10,57 | 41 391 | 21,76 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 31 619 | 79,10 | 2 368 | 97,25 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 262 | 0,00 | 20 | 11,76 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 566 | 0,00 | 117 | 24,47 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 5 745 | 0,54 | 430 | 10,82 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 19 064 | −0,84 | 1 428 | 9,18 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 7 833 | −1,38 | 587 | 8,52 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 16 869 | 0,00 | 1 263 | 10,11 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 311 660 | 0,80 | 23 340 | 11,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 5 169 | 1,51 | 387 | 11,85 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38 727 | 2 900 | ||||||
| 2025-07-08 | 13F | Little House Capital Llc | 119 167 | 4,90 | 8 924 | 15,52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 321 692 | −10,47 | 98 982 | −1,41 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 623 067 | 8 152,54 | 46 904 | 9 879,57 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 2 988 | 0,00 | 224 | 9,85 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 26 962 | 1,54 | 2 019 | 11,86 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 4 000 | 300 | ||||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 3 821 | −2,77 | 286 | 7,12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 26 426 | −1,56 | 1 979 | 8,44 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 21 496 | −7,26 | 1 610 | 2,09 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 254 592 | −1,73 | 19 066 | 8,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 151 682 | 0,20 | 86 249 | 10,34 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 741 138 | 3,14 | 205 284 | 13,58 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 112 | 0,00 | 83 | 10,67 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 5 043 | −3,09 | 378 | 6,80 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 14 549 | −12,35 | 1 107 | −1,86 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 308 | 8,15 | 398 | 19,22 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 120 213 | −12,65 | 9 003 | −3,82 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 11 156 | 14,93 | 835 | 26,52 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 6 111 | −0,75 | 458 | 9,33 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 5 537 | −46,86 | 415 | −41,53 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 16 334 | 6,51 | 1 223 | 17,26 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 045 | 0,29 | 78 | 11,43 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3 292 | 247 | ||||||
| 2025-07-09 | 13F | GSG Advisors LLC | 7 629 | 12,27 | 571 | 27,46 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28 059 | 2,27 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 6 363 | −7,90 | 477 | 1,49 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Novem Group | 20 446 | 84,43 | 1 531 | 103,32 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 210 | 0,00 | 166 | 10,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 959 | 0,00 | 65 | −4,41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 50 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 547 892 | −2,53 | 115 922 | 7,32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 469 | 35 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 15 979 | 14,87 | 1 197 | 26,43 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 2 890 | 216 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 790 | −11,19 | 592 | −0,84 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 392 822 | 52,01 | 29 418 | 67,40 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 24 820 | −1,72 | 1 859 | 8,21 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 213 | 0,00 | 16 | 7,14 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 536 | 0,00 | 40 | 11,11 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 131 545 | −0,99 | 9 851 | 9,02 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 105 765 | 1,87 | 82 811 | 12,18 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 026 | 3,80 | 376 | 14,29 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 12 252 | 0,00 | 918 | 10,08 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 23 166 | 7,15 | 1 735 | 17,96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 179 554 | −18,40 | ||||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 46 394 | 3,39 | 3 474 | 13,86 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 198 | −13,91 | 15 | −12,50 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 198 046 | 61,29 | 14 832 | 77,60 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 52 683 | −8,67 | 3 945 | 0,59 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 5 512 | 0,00 | 375 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 54 | 0,00 | 4 | 33,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 10 148 | 134,04 | 1 | |||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 231 | 0,00 | 17 | 13,33 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 424 | 256 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 873 | 215 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 80 | 0,00 | 6 | 0,00 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 327 | 0,00 | 24 | 9,09 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 23 111 | 0,60 | 1 777 | 13,41 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 15 112 | 4,60 | 1 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 152 376 | −0,55 | 11 411 | 9,51 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 35 205 | −1,77 | 2 636 | 8,17 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1 106 | 0,00 | 83 | 9,33 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 83 292 | 2,08 | 6 238 | 12,40 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16 965 | −24,26 | 1 271 | −16,61 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 34 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2 776 | 208 | ||||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 9 934 | −9,18 | 744 | 0,00 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 139 740 | −18,59 | 10 465 | −10,35 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 480 | 0,00 | 36 | 9,38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 126 193 | 22,57 | 9 451 | 34,98 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 12 825 | 0,00 | 960 | 10,09 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 3 286 | 246 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 336 | 400 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 8 534 | −14,69 | 639 | −6,03 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 827 | 0,00 | 62 | 8,93 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 25 727 | 0,41 | 1 927 | 10,56 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12 286 | 920 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 410 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 6 407 | −37,24 | 480 | −30,98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 340 738 | −12,03 | 25 518 | −3,14 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 967 | 2,87 | 72 | 14,29 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 611 509 | 37,88 | 120 685 | 51,82 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 3 817 | 16,23 | 286 | 27,80 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 501 | 3,40 | 3 782 | 13,88 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 968 | 88,04 | 747 | 107,22 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 17 861 | 0,00 | 1 338 | 10,13 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 12 306 | 23,92 | 922 | 36,44 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 21 770 | 2,86 | 1 630 | 13,27 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 73 | 5 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 791 | 209 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 34 856 | 1,89 | 2 610 | 12,21 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 609 | 46 | ||||||
| 2025-07-28 | 13F | DORVAL Corp | 301 830 | 3,60 | 22 604 | 7,39 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 89 836 | 2,70 | 6 728 | 13,08 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 125 108 | 1,73 | 9 369 | 12,03 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 8 123 840 | −0,57 | 608 394 | 9,49 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 748 | −0,62 | 430 | 9,41 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 489 | 0,41 | 37 | 9,09 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 4 595 | −21,65 | 344 | −13,57 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 354 | 0,00 | 176 | 10,00 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 3 592 | 0,00 | 269 | 10,25 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 433 504 | −1,08 | 32 465 | 8,93 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 3 411 | 255 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 778 | 0,39 | 58 | 11,54 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 33 050 | 0,00 | 2 475 | 10,15 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 30 717 | −9,89 | 2 089 | −7,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 291 570 | −22,28 | 21 836 | −14,42 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 546 | −51,47 | 490 | −46,56 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 63 997 | 4 793 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 2 548 | 0,00 | 191 | 9,83 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 13 290 | −9,27 | 995 | −0,10 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1 789 | 0,00 | 122 | −4,72 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 10 187 | 1 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 31 723 | 0,55 | 2 376 | 10,72 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 15 206 | 28,33 | 1 139 | 41,37 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 11 095 | −2,59 | 831 | 7,24 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 67 459 | 2,28 | 5 052 | 12,62 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 237 781 | −3,88 | 17 807 | 5,84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 308 | 0,00 | 173 | 10,26 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 29 557 | −9,70 | 2 237 | 6,68 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 35 886 | −7,41 | 2 701 | 2,50 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 671 034 | 4,38 | 50 254 | 14,94 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 183 352 | 8,00 | 13 731 | 18,92 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 46 547 | −1,98 | 3 486 | 7,93 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 7 593 | 0,04 | 569 | 10,08 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 437 | 0,00 | 33 | 10,34 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 480 143 | 13,00 | 35 958 | 24,43 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 5 340 | −7,23 | 400 | 2,05 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 106 | 0,00 | 8 | 0,00 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 101 | 0,00 | 8 | 16,67 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 37 153 | 33,94 | 2 782 | 47,51 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 5 936 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 89 290 | 2,44 | 6 687 | 12,81 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 5 051 | 0,00 | 379 | 10,20 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 115 326 | 85,90 | 8 658 | 105,05 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 10 111 | 3,36 | 393 | −43,70 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 13 538 | −0,21 | 1 014 | 9,87 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 3 030 | 0,00 | 227 | 9,71 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 265 | −11,29 | 319 | −2,15 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 10 376 | −1,66 | 777 | 8,37 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 5 201 | 12,24 | 390 | 23,49 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9 441 | 12,09 | 707 | 23,60 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 9 353 | 34,21 | 700 | 47,99 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6 649 | −9,39 | 498 | −0,40 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 17 621 | 2,90 | 1 320 | 13,32 | ||||
| 2025-08-14 | 13F | Fmr Llc | 94 862 | 3,58 | 7 104 | 14,07 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 504 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 10 257 | −6,98 | 768 | 2,54 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 23 455 | −3,90 | 1 757 | 5,85 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 321 | 1,90 | 24 | 14,29 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 73 945 | 0,62 | 5 538 | 10,81 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 169 325 | 5,66 | 13 | 20,00 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 958 | 16,40 | 72 | 29,09 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 4 800 | 0,00 | 359 | 10,12 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 5 982 | −10,88 | 448 | −1,97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 48 959 | 1,86 | 3 667 | 12,18 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 000 | 0,00 | 225 | 9,80 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 31 434 | −4,12 | 2 354 | 5,61 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 302 044 | 6,13 | 23 | 15,79 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 256 193 | 19 186 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 14 314 | −9,99 | 1 072 | −0,93 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 84 183 | −6,59 | 6 304 | 2,87 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 152 659 | 16,22 | 11 433 | 27,97 | ||||
| 2025-05-12 | 13F | Meridian Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 22 121 | 60,19 | 1 657 | 76,36 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 35 357 | −2,95 | 2 648 | 6,86 | ||||
| 2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Emprise Bank | 16 915 | 1 267 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1 610 303 | 8,68 | 123 365 | 22,04 | ||||
| 2025-05-08 | 13F | SPC Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 016 466 | 1,97 | 76 123 | 12,29 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 10 269 | −7,30 | 769 | 2,12 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 64 165 | 4 805 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 827 | 113,56 | 287 | 136,36 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 4 444 | −4,84 | 333 | 4,73 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 60 206 | −9,84 | 4 509 | −0,73 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4 894 | −64,86 | 367 | −61,35 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 10 446 | 0,00 | 782 | 10,14 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 045 | 19,30 | 378 | 31,36 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 289 | −16,01 | 396 | −7,48 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 45 777 | 3,50 | 3 428 | 14,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 5 406 | 405 |
