Grundläggande statistik
Institutionella ägare | 1213 total, 1205 long only, 3 short only, 5 long/short - change of 6,30% MRQ |
Genomsnittlig portföljallokering | 1.4541 % - change of 2,44% MRQ |
Institutionella aktier (lång) | 314 123 732 (ex 13D/G) - change of 13,04MM shares 4,33% MRQ |
Institutionellt värde (lång) | $ 28 876 655 USD ($1000) |
Institutionellt ägande och aktieägare
SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (US:SPYG) har 1213 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 314,184,044 aktier. Största aktieägare inkluderar LPL Financial LLC, Financial Engines Advisors L.L.C., Allworth Financial LP, Envestnet Asset Management Inc, Ameriprise Financial Inc, Morgan Stanley, Jpmorgan Chase & Co, Horizon Investments, LLC, Equitable Holdings, Inc., and Valmark Advisers, Inc. .
SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF (ARCA:SPYG) 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 17, 2025 is 103,28 / share. Previously, on September 18, 2024, the share price was 80,36 / share. This represents an increase of 28,52% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Qube Research & Technologies Ltd | 183 508 | −31,90 | 17 492 | −19,23 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 165 | 0,00 | 16 | 15,38 | ||||
2025-08-05 | 13F | Burney Co/ | 60 507 | 29,48 | 5 768 | 53,58 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 12 122 | 0,00 | 1 | |||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 13 177 | −0,12 | 1 059 | −8,63 | ||||
2025-07-08 | 13F | Choice Wealth Advisors, LLC | 246 579 | −2,07 | 23 504 | 16,15 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 316 | −7,32 | 411 | 9,89 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 43 510 | −5,86 | 4 147 | 11,66 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 829 241 | −71,86 | 79 043 | −66,62 | ||||
2025-05-12 | 13F | Beaumont Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 449 | 0,00 | 43 | 16,67 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 680 | 1,72 | 4 545 | 20,63 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 989 939 | 5,10 | 94 361 | 24,65 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 244 412 | 2,37 | 23 297 | 21,41 | ||||
2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 8 067 | −16,75 | 648 | 2,86 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 5 242 | 500 | ||||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 22 961 | 62,74 | 1 904 | 110,98 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 10 961 | 0,00 | 1 045 | 28,10 | ||||
2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2 993 | 285 | ||||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 142 226 | −35,54 | 13 557 | −23,55 | ||||
2025-08-14 | 13F | Permanens Capital L.P. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 108 452 | 110,72 | 10 280 | 149,33 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 625 | 0,00 | 60 | 18,00 | ||||
2025-05-05 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Vicus Capital | 224 198 | 7,49 | 21 371 | 27,48 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 127 207 | 4,41 | 12 125 | 36,64 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 9 336 | −25,35 | 890 | −11,54 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 2 654 | 0,00 | 253 | 18,31 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 10 977 | −13,09 | 1 046 | 3,05 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 11 722 | 8,08 | 1 117 | 28,24 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A) | Short | −534 | −0,00 | −51 | 19,05 | |||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 913 | 87 | ||||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 15 847 | 8,02 | 1 511 | 28,07 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 12 209 | 0,00 | 1 164 | 18,55 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 35 596 | 51,80 | 3 393 | 80,10 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 608 977 | 7,62 | 58 048 | 27,63 | ||||
2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 7 675 | 732 | ||||||
2025-07-09 | 13F | Breakwater Investment Management | 88 | 0,00 | 8 | 14,29 | ||||
2025-08-07 | 13F | Future Fund LLC | 2 810 | 268 | ||||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 32 297 | 0,00 | 3 079 | 18,61 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 694 | 0,00 | 257 | 18,52 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 39 373 | −19,34 | 3 801 | −3,14 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1 273 | 10,41 | 121 | 31,52 | ||||
2025-08-14 | 13F | Colony Group, LLC | 143 327 | 1,16 | 13 662 | 19,97 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 269 | −58,49 | 26 | −51,92 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 125 512 | 1,81 | 11 964 | 20,75 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 20 398 | −9,38 | 1 944 | 7,46 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 9 179 | 4,77 | 738 | −4,29 | ||||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 3 520 | 336 | ||||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 112 016 | 10,77 | 10 677 | 31,38 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 6 430 | 0,00 | 613 | 18,60 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 28 161 | 3 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 8 592 | 25,61 | 819 | 49,00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 2 021 | 2,64 | 0 | |||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 15 665 | 15,75 | 1 493 | 37,35 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3 820 | 0,00 | 364 | 18,57 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 716 008 | 3,85 | 68 250 | 23,16 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 110 780 | −6,84 | 10 560 | 10,48 | ||||
2025-05-07 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 55 569 | −4,37 | 5 297 | 13,40 | ||||
2025-08-01 | 13F | First National Trust Co | 1 202 302 | 13,16 | 114 603 | 34,21 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 1 086 545 | 92,35 | 103 569 | 128,13 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 705 | 0,14 | 67 | 19,64 | ||||
2025-08-25 | 13F | Fulcrum Equity Management | 3 365 | 321 | ||||||
2025-08-06 | 13F | Black Swift Group, LLC | 671 263 | −34,63 | 63 985 | −22,47 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 2 604 | 0,00 | 248 | 18,66 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 234 498 | −3,29 | 22 352 | 14,70 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 632 | 2 575,41 | 156 | 3 000,00 | ||||
2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Jericho Financial, Llp | 19 174 | 0,66 | 1 828 | 19,41 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 2 633 | −0,83 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 294 338 | −10,28 | 28 056 | 6,41 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 703 | 0,00 | 162 | 19,12 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 835 | 0,00 | 80 | 17,91 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 1 520 | 0,00 | 145 | 18,03 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 8 471 | −3,91 | 807 | 13,98 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 116 693 | −11,72 | 11 123 | −4,26 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 460 | 0,12 | 330 | 18,77 | ||||
2025-07-30 | 13F | Green Square Capital Advisors Llc | 2 810 | 0,00 | 268 | 18,67 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5 907 | 26,16 | 563 | 49,73 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 17 708 | −0,38 | 1 713 | 15,74 | ||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 14 685 | −1,68 | 1 400 | 16,58 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 637 | 501,72 | 633 | 618,18 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 2 920 | −13,38 | 278 | 2,96 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 130 922 | −5,69 | 12 479 | 11,86 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 5 082 | −6,49 | 484 | 11,01 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 58 | 6 | ||||||
2025-07-28 | 13F | Tower Wealth Partners, Inc. | 202 481 | 1,49 | 19 300 | 20,37 | ||||
2025-06-11 | 13F | Fortitude Financial, LLC | 82 544 | 0,50 | 6 634 | −8,10 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 72 418 | 28,19 | 6 903 | 50,96 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 5 705 | −80,33 | 544 | −76,67 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 32 813 | −20,27 | 3 128 | −5,44 | ||||
2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | City Center Advisors, LLC | 73 943 | −0,67 | 7 048 | 17,80 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 112 762 | −2,69 | 11 | 22,22 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 59 581 | −0,73 | 5 679 | 17,75 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 6 293 | −0,30 | 600 | 18,15 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 38 | −89,08 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 5 600 | −76,57 | 534 | −72,24 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 4 304 | 10,30 | 410 | 30,99 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 031 905 | −0,88 | 98 361 | 17,56 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 277 740 | 1 018,12 | 26 474 | 1 230,35 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 20 915 | 633,60 | 1 994 | 770,31 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 973 | −16,34 | 93 | −1,08 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5 642 681 | 3,64 | 537 860 | 22,92 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 358 726 | −40,02 | 34 194 | −28,86 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 2 120 | 57,62 | 202 | 87,04 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 6 072 | 0,03 | 579 | 18,69 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 23 754 | −2,11 | 2 264 | 16,10 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 201 456 | 5,93 | 19 203 | 25,63 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 129 102 | −47,19 | 12 306 | −37,36 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 7 426 | 8,44 | 708 | 28,55 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 111 007 | 1,87 | 9 956 | 4,32 | ||||
2025-08-27 | NP | FPACX - FPA Crescent Fund | Short | −59 768 | −0,00 | −5 697 | 18,61 | |||
2025-08-01 | 13F | Shilanski & Associates, Inc. | 110 591 | 2,07 | 10 542 | 21,05 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 3 116 | 7,93 | 297 | 28,02 | ||||
2025-08-15 | 13F | Truefg, Llc | 471 980 | 0,97 | 44 989 | 19,75 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 4 717 | −4,38 | 423 | 12,20 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 81 206 | 2,00 | 7 741 | 20,98 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 2 444 532 | −14,36 | 233 013 | 1,57 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 371 449 | −0,09 | 35 406 | 18,50 | ||||
2025-08-12 | 13F | Camden National Bank | 19 018 | 14,29 | 1 813 | 35,53 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 12 312 | 36 111,76 | 1 174 | 58 550,00 | ||||
2025-07-14 | 13F | Cobblestone Asset Management LLC | 103 271 | −18,07 | 9 844 | −2,83 | ||||
2025-05-12 | 13F | Sandy Cove Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 32 583 | 6,37 | 3 106 | 26,17 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 5 209 | 1,22 | 497 | 20,10 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 234 981 | 33,26 | 22 398 | 58,04 | ||||
2025-07-16 | 13F | Motive Wealth Advisors | 82 939 | 25,54 | 7 906 | 48,90 | ||||
2025-07-21 | NP | GGMBX - Goldman Sachs Global Managed Beta Fund Institutional Shares | 2 300 559 | 0,00 | 206 337 | 2,40 | ||||
2025-08-04 | 13F/A | 626 Financial, LLC | 8 542 | 0,00 | 814 | 18,66 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11 108 | 31,04 | 1 059 | 55,36 | ||||
2025-04-23 | 13F | Sabal Trust CO | 69 860 | 0,00 | 5 615 | −8,57 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 174 | 866,67 | 17 | 1 500,00 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 39 105 | 1,85 | 3 728 | 20,81 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 693 | −5,87 | 257 | 11,79 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 4 307 | 4,82 | 411 | 24,24 | ||||
2025-08-08 | 13F | Creative Planning | 735 165 | 0,63 | 70 076 | 19,35 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 322 803 | 12,41 | 30 770 | 33,32 | ||||
2025-08-06 | 13F | Regimen Wealth, Llc | 55 291 | −28,96 | 5 270 | −15,75 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 52 479 | −6,35 | 5 002 | 11,08 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 1 188 453 | 6,22 | 113 283 | 25,98 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8 963 | −35,89 | 861 | −23,33 | ||||
2025-07-16 | 13F | West Branch Capital LLC | 10 | −82,14 | 1 | −100,00 | ||||
2025-04-28 | 13F | Capstone Wealth Management Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 41 795 | 1,09 | 3 984 | 17,49 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 37 | −96,45 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 17 207 | 2,83 | 1 640 | 22,02 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 5 720 | −1,29 | 545 | 17,20 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 265 168 | −4,48 | 25 276 | 13,29 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 234 862 | −9,02 | 22 435 | 8,13 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22 991 | 67,51 | 2 192 | 98,64 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 12 277 | 117,33 | 987 | 118,14 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 26 383 | −43,03 | 2 515 | −32,44 | ||||
2025-08-06 | 13F | Bensler, LLC | 2 103 | 200 | ||||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 99 284 | −0,25 | 9 464 | 18,30 | ||||
2025-08-05 | 13F | Dahring | Cusmano Llc | 8 967 | −0,53 | 855 | 17,96 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 351 980 | 4,16 | 33 551 | 23,54 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 33 042 | −4,76 | 3 150 | 12,95 | ||||
2025-04-23 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 41 709 | 2,39 | 3 976 | 21,45 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 374 | 0,81 | 36 | 20,69 | ||||
2025-07-18 | 13F | Founders Capital Management | 87 445 | 2,59 | 8 335 | 21,68 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 99 762 | 21,86 | 9 509 | 44,54 | ||||
2025-08-05 | 13F | Snider Financial Group | 3 146 | −6,79 | 300 | 10,33 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 264 533 | 19,67 | 26 530 | 46,38 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 773 | −21,06 | 264 | −6,38 | ||||
2025-07-24 | 13F/A | TFR Capital, LLC. | 7 467 | 0,20 | 712 | 18,90 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 7 277 | 0,00 | 694 | 18,66 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 212 | 0,00 | 20 | 17,65 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 289 | 0,00 | 28 | 17,39 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 3 042 | −30,96 | 290 | −18,08 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 8 229 | −0,34 | 784 | 18,25 | ||||
2025-08-12 | 13F | Bokf, Na | 3 007 | 81,69 | 287 | 115,04 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 23 409 | 3,12 | 2 232 | 22,37 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 2 557 | 244 | ||||||
2025-08-13 | 13F | Renaissance Technologies Llc | 88 400 | 8 426 | ||||||
2025-07-16 | 13F | Falcon Wealth Planning | 2 583 | −34,61 | 246 | −22,40 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 31 788 | 0,31 | 3 030 | 19,01 | ||||
2025-08-08 | 13F | KM Capital Management Ltd. | 12 225 | −16,45 | 1 165 | −0,85 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 456 | 338,46 | 43 | 437,50 | ||||
2025-08-11 | 13F | Tidemark, LLC | 167 790 | −6,74 | 15 994 | 10,60 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 50 171 | 5 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2 315 195 | 4,89 | 220 684 | 24,40 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 218 219 | −3,67 | 20 801 | 14,24 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 399 | 1 562,50 | 38 | 3 600,00 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 15 985 | −16,78 | 1 524 | −1,30 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 49 410 | 11,36 | 4 710 | 32,09 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 380 | 36 | ||||||
2025-08-04 | 13F | AMG National Trust Bank | 4 800 | 0,00 | 458 | 18,70 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 5 352 760 | −9,59 | 510 225 | 7,22 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 2 117 | −33,82 | 202 | −21,79 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 50 265 | 24,22 | 4 791 | 47,32 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 661 | −69,82 | 0 | |||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 6 502 | 58,55 | 520 | 44,44 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 14 180 | −0,01 | 1 352 | 18,61 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 136 | −52,94 | 13 | −47,83 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 414 289 | 136,34 | 39 272 | 179,61 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 48 630 | 116,45 | 4 635 | 156,79 | ||||
2025-07-31 | 13F/A | Avion Wealth | 1 959 | 4,93 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Invesco Ltd. | 16 311 | −10,22 | 1 555 | 6,44 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 2 991 | 0,84 | 285 | 19,75 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 096 | 21,65 | 676 | 44,44 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 120 766 | 2,30 | 11 511 | 21,33 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 1 651 | 157 | ||||||
2025-07-17 | 13F | City Holding Co | 610 | 0,00 | 58 | 18,37 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 38 945 | 81,78 | 3 712 | 115,69 | ||||
2025-07-30 | 13F | Whittier Trust Co | 944 | 0,00 | 90 | 18,67 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 2 157 | 206 | ||||||
2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 536 744 | 0,67 | 51 163 | 19,39 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 22 890 | 59,63 | 2 182 | 89,32 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 5 611 | −50,71 | 534 | −38,81 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 151 573 | 25,25 | 14 448 | 48,54 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 576 325 | 7,09 | 57 800 | 31,00 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 44 134 | 36,55 | 4 207 | 61,96 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 11 073 | −1,13 | 1 055 | 17,22 | ||||
2025-07-15 | 13F | Significant Wealth Partners LLC | 9 811 | 935 | ||||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 3 347 | 0,00 | 319 | 9,25 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 41 867 | 1,14 | 3 991 | 19,96 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 124 160 | 93,85 | 11 835 | 129,92 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 227 | 0,00 | 117 | 18,37 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 20 731 | 690 933,33 | 1 976 | |||||
2025-07-08 | 13F | GK Wealth Management LLC | 2 879 | 0,35 | 274 | 19,13 | ||||
2025-07-07 | 13F | Investors Research Corp | 193 132 | 7,90 | 18 409 | 27,97 | ||||
2025-07-15 | 13F | Graypoint LLC | 74 994 | −1,93 | 7 148 | 16,32 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 2 833 | 0,00 | 270 | 18,94 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 230 | −92,38 | 22 | −91,32 | ||||
2025-08-12 | 13F | Corebridge Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 201 395 | 0,96 | 19 197 | 19,74 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 15 032 | 0,00 | 1 433 | 18,54 | ||||
2025-08-14 | 13F | Byrne Financial Freedom, Llc | 28 974 | 1,13 | 2 762 | 19,94 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 12 221 | 0,00 | 982 | −8,57 | ||||
2025-08-07 | 13F | PFG Advisors | 65 525 | 343,07 | 6 246 | 425,67 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 655 | −11,25 | 444 | 5,23 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 3 592 | 0,14 | 339 | 17,36 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 124 068 | −8,48 | 12 | 10,00 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 81 406 | −2,66 | 7 760 | 15,44 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 556 | 0,00 | 53 | 18,18 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 7 464 | 0,89 | 711 | 19,70 | ||||
2025-08-15 | 13F | Morgan Stanley | 8 215 054 | 7,21 | 783 059 | 27,15 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 3 383 | 323 | ||||||
2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | −10 | −1 | |||||
2025-07-22 | 13F | Financial Insights, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 16 621 | −12,96 | 1 584 | 3,26 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 57 003 | −38,74 | 5 434 | −27,35 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 192 880 | 2 642,89 | 18 385 | 3 153,98 | ||||
2025-06-26 | NP | HF - DGA Absolute Return ETF | 32 829 | −4,12 | 2 692 | −12,86 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 5 508 | 1,23 | 443 | −7,53 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 818 956 | 0,23 | 78 063 | 18,87 | ||||
2025-08-07 | 13F | Sanchez Wealth Management Group | 132 820 | 3,85 | 12 660 | 23,18 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 18 200 | 0,00 | 1 735 | 18,60 | ||||
2025-08-04 | 13F | Assetmark, Inc | 139 279 | 26,41 | 13 276 | 49,94 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 12 610 | 8,73 | 1 202 | 28,97 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 2 998 | −4,46 | 286 | 13,10 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 36 258 | 0,88 | 3 456 | 19,67 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 562 712 | −5,22 | 54 060 | 13,29 | ||||
2025-08-05 | 13F | Marion Wealth Management | 80 757 | 1,69 | 7 698 | 20,60 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 11 391 | 11,16 | 1 086 | 31,83 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 14 201 | 13,64 | 1 354 | 34,76 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29 019 | −10,60 | 2 766 | 6,06 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 16 796 | −2,31 | 1 634 | 14,52 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 221 | −6,50 | 307 | 11,23 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 7 627 | −0,61 | 727 | 18,02 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 151 763 | 28,94 | 14 466 | 52,93 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 77 056 | 10,00 | 7 345 | 30,44 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 863 | 0,00 | 82 | 18,84 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 159 329 | 3,94 | 15 187 | 23,28 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 60 250 | 12,88 | 5 743 | 33,90 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 3 750 | 0,00 | 301 | −8,51 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 2 672 | 0,45 | 255 | 19,25 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 3 119 | 0,00 | 297 | 18,80 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 27 | 3 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 71 | 7 | ||||||
2025-07-23 | 13F | Eagle Strategies LLC | 274 452 | −0,91 | 26 161 | 17,52 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 106 436 | 60,21 | 10 145 | 90,02 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1 815 | 0,00 | 173 | 19,31 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 886 | −0,92 | 370 | 17,46 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 825 697 | 3,02 | 364 665 | 22,18 | ||||
2025-08-13 | 13F | Northern Trust Corp | 43 383 | −1,69 | 4 135 | 16,61 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 12 296 | 313,87 | 1 172 | 392,44 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 4 264 | 16,85 | 406 | 38,57 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 137 | −60,86 | 13 | −53,57 | ||||
2025-08-12 | 13F | SlateStone Wealth, LLC | 2 210 | 0 | ||||||
2025-08-14 | 13F | Systematic Alpha Investments, LLC | 70 000 | 0,00 | 6 672 | 18,61 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 27 428 | −0,55 | 2 614 | 17,96 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 212 144 | 3,52 | 20 222 | 22,78 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 3 | 0,00 | 0 | |||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 30 783 | 23,54 | 2 934 | 46,55 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 71 260 | 837,14 | 6 793 | 1 011,62 | ||||
2025-09-17 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5 638 | 34,72 | 537 | 59,82 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Trust Co Of Vermont | 215 | 0,00 | 20 | 17,65 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 38 | −36,67 | 3 | −40,00 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 085 277 | 10 781,06 | 103 449 | 12 814,86 | ||||
2025-04-17 | 13F | Tcfg Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 3 040 | 2,88 | 290 | 21,94 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 179 826 | 0,49 | 17 141 | 19,18 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 56 074 | −3,08 | 5 345 | 14,95 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 157 950 | 13,12 | 15 056 | 22,67 | ||||
2025-07-28 | 13F | Copia Wealth Management | 1 263 | 0,32 | 120 | 18,81 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 3 237 | 0,06 | 309 | 18,92 | ||||
2025-07-09 | 13F | Berkshire Bank | 8 289 | −15,32 | 790 | 0,51 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 3 024 | 288 | ||||||
2025-08-12 | 13F | Change Path, LLC | 53 090 | 64,39 | 5 061 | 94,99 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 4 250 | 0,00 | 405 | 18,77 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 60 814 | 17,91 | 5 797 | 39,83 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 660 474 | −7,49 | 63 | 8,77 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 99 664 | −12,49 | 9 500 | 3,79 | ||||
2025-08-13 | 13F | ESL Trust Services, LLC | 640 595 | 2,52 | 61 062 | 21,59 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 107 889 | −9,93 | 10 284 | 6,81 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 2 702 340 | 21,23 | 257 587 | 43,79 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 152 537 | 2,93 | 15 | 27,27 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 51 862 | 2,87 | 5 | 0,00 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 4 573 | 3,37 | 436 | 22,54 | ||||
2025-04-15 | 13F | Collier Financial | 221 450 | 17 798 | ||||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 5 365 | −0,06 | 511 | 18,56 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 7 969 | −1,43 | 760 | 16,95 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 136 732 | −1,24 | 13 033 | 17,14 | ||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 7 331 | −51,59 | 699 | 69 700,00 | ||||
2025-08-14 | 13F | DRW Securities, LLC | 3 210 | 306 | ||||||
2025-07-07 | 13F | RDA Financial Network | 43 964 | 2,51 | 4 191 | 21,59 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 3 008 | 287 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8 474 | −3,90 | 808 | 13,98 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 7 724 | 0,88 | 736 | 19,67 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 37 958 | 3 618 | ||||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 2 197 | 209 | ||||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 4 740 | −3,40 | 452 | 14,47 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 7 678 | −0,63 | 732 | 17,71 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 2 902 | 2,80 | 277 | 22,12 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 126 183 | 29,79 | 12 028 | 53,94 | ||||
2025-04-14 | 13F | IMC-Chicago, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12 335 | −6,68 | 1 176 | 10,64 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 75 804 | −13,00 | 7 226 | 3,17 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 8 371 | 9,83 | 798 | 30,23 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 2 771 | 0,00 | 264 | 18,92 | ||||
2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 14 345 | 1 367 | ||||||
2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 7 346 | −9,53 | 700 | 7,36 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50 577 | 4,00 | 4 821 | 23,34 | ||||
2025-07-11 | 13F | Diversified Trust Co | 27 164 | 2 589 | ||||||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | ||||
2025-07-31 | 13F | Auour Investments LLC | 74 399 | −1,19 | 7 092 | 14,85 | ||||
2025-05-19 | 13F | Alpha DNA Investment Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 3 383 | 0,39 | 322 | 19,26 | ||||
2025-07-17 | 13F | Hamilton Capital Partners, Llc | 55 214 | 1,46 | 5 263 | 20,35 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 648 806 | −13,99 | 61 844 | 2,01 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 9 165 | 11,06 | 874 | 31,67 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 43 585 | 21,47 | 4 155 | 44,09 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 10 670 | −0,71 | 1 017 | 17,84 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 1 548 | 0,00 | 148 | 18,55 | ||||
2025-07-01 | 13F | Confluence Investment Management Llc | 272 594 | −18,93 | 25 984 | −3,85 | ||||
2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Somerset Trust Co | 5 778 | −10,20 | 551 | 6,38 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Caitlin John, LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-07 | 13F | Allworth Financial LP | 11 348 851 | 1,17 | 1 081 773 | 20,00 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 26 303 | 10,18 | 2 507 | 30,71 | ||||
2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 41 549 | 3,03 | 3 339 | −5,78 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 14 215 | 4,99 | 1 355 | 24,45 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 170 | 0,00 | 207 | 18,39 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69 139 | −95,23 | 5 557 | −95,64 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 4 398 | −16,45 | 419 | −0,95 | ||||
2025-08-14 | 13F | Comerica Bank | 60 998 | 7,71 | 5 814 | 27,75 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 158 500 | 6,88 | 12 739 | −4,77 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 16 551 | −30,03 | 1 578 | −17,04 | ||||
2025-07-17 | 13F | Greenleaf Trust | 5 287 | 0,00 | 504 | 18,63 | ||||
2025-07-18 | 13F | Truist Financial Corp | 2 059 594 | 662,06 | 196 320 | 803,83 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 36 841 | 0,79 | 3 512 | 19,54 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 23 783 | −26,05 | 2 267 | −12,31 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 11 388 | −18,79 | 1 085 | −3,73 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 302 359 | 0,65 | 28 821 | 19,38 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 33 931 | 18,07 | 3 234 | 40,06 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 29 687 | −0,07 | 2 386 | −8,66 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2 200 | 210 | ||||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Harbor Group, Inc. | 194 156 | 2,23 | 18 507 | 21,24 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 23 856 | −22,21 | 2 274 | −7,75 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 39 169 | −2,97 | 3 734 | 15,07 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 467 240 | 575,80 | 44 537 | 701,60 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 365 662 | 9,68 | 34 855 | 30,08 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 234 | 0,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 280 | 4,01 | 217 | 23,30 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 40 630 | −4,91 | 3 873 | 12,75 | ||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 299 | 0,00 | 128 | 23,08 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 959 536 | 5,36 | 91 463 | 24,96 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 51 311 | −3,71 | 4 891 | 4,40 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 78 441 | 0,76 | 7 477 | 19,52 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 928 | −3,52 | 756 | 14,39 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 130 127 | 3,12 | 12 404 | 22,31 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 8 933 | −3,02 | 851 | 15,00 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 935 | 0,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 127 | −27,84 | 12 | −14,29 | ||||
2025-07-24 | 13F | Stiles Financial Services Inc | 3 732 | −5,81 | 356 | 11,64 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 3 626 169 | 0,39 | 345 646 | 19,06 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 74 537 | 2,86 | 7 105 | 22,00 | ||||
2025-08-13 | 13F | Alerus Financial Na | 17 | 2 | ||||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 51 | 0,00 | 5 | 0,00 | ||||
2025-07-16 | 13F | FCG Investment Co | 40 145 | 1,92 | 3 827 | 20,88 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 11 347 | −2,87 | 1 082 | 15,25 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 95 956 | 2 423,83 | 9 457 | 3 000,66 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 058 | 0,00 | 291 | 18,78 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 35 441 | 88,20 | 3 378 | 123,27 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 723 607 | 5,47 | 68 974 | 23,45 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 1 195 346 | −0,53 | 113 940 | 17,98 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 475 148 | 7,62 | 45 291 | 27,65 | ||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 100 | −92,64 | 9 | −93,22 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 700 | 125,38 | 257 | 167,71 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 56 | 0,00 | 5 | 25,00 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 111 746 | 494,49 | 10 652 | 605,36 | ||||
2025-07-17 | 13F | RBA Wealth Management, LLC | 3 915 | 1,37 | 373 | 20,32 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 6 975 | 0,00 | 572 | −6,85 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 613 | 154 | ||||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 63 160 | 6 020 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 100 136 | −0,93 | 9 545 | 17,49 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 102 336 | −0,07 | 9 755 | 18,52 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 5 285 | 0,17 | 508 | 32,03 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 663 | 0,00 | 63 | 18,87 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 28 483 | −8,29 | 2 715 | 8,73 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 943 | 0,11 | 90 | 18,67 | ||||
2025-08-15 | 13F | Morse Asset Management, Inc | 116 | 0,00 | 11 | 22,22 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 118 372 | 3,43 | 11 283 | 22,68 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 9 054 | −25,22 | 728 | −31,67 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 31 813 | 104,45 | 3 032 | 142,56 | ||||
2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Franklin Resources Inc | 31 288 | 132,45 | 2 982 | 175,86 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 651 | 0,00 | 52 | −8,77 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 22 183 | 18,08 | 2 114 | 40,09 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 70 304 | −7,19 | 6 701 | 10,09 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 51 988 | 0,73 | 4 955 | 19,46 | ||||
2025-07-02 | 13F | Michael S. Ryan, Inc. | 221 879 | 82,01 | 21 149 | 115,87 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 157 522 | −3,41 | 15 015 | 14,56 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 3 229 | 7,45 | 308 | 27,39 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 309 567 | 6,86 | 29 507 | 26,74 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 292 109 | 0,14 | 27 844 | 18,76 | ||||
2025-08-12 | 13F | Manchester Capital Management LLC | 25 | 0,00 | 2 | 0,00 | ||||
2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 186 601 | 17 787 | ||||||
2025-07-17 | 13F | Delta Capital Management Llc | 4 000 | 0,00 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 321 211 | 11,18 | 30 618 | 31,86 | ||||
2025-07-16 | 13F | Eagle Global Advisors Llc | 4 030 | −21,06 | 384 | −6,34 | ||||
2025-07-18 | 13F | Marks Wealth, LLC | 425 227 | 40 533 | ||||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 684 400 | 161,92 | 65 237 | 210,65 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 70 089 | −3,21 | 5 633 | −11,50 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 29 142 | −46,20 | 2 778 | −36,20 | ||||
2025-04-15 | 13F | Members Wealth Llc | 82 390 | 5,21 | 6 622 | −7,05 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 17 714 | −44,76 | 1 689 | −34,50 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 317 740 | 1,45 | 30 287 | 20,32 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10 468 | 0,56 | 998 | 22,48 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Family Wealth Group, LLC | 3 978 | 379 | ||||||
2025-08-08 | 13F | Good Life Advisors, LLC | 485 371 | −0,41 | 46 266 | 18,11 | ||||
2025-08-14 | 13F | Inspire Trust Co, N.a. | 3 507 | −84,82 | 334 | −82,00 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 26 046 | 16,26 | 2 483 | 37,89 | ||||
2025-07-17 | 13F | KWB Wealth | 1 103 542 | −3,61 | 88 692 | −11,86 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 285 569 | 1,16 | 122 539 | 19,98 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 15 558 | −14,60 | 1 483 | 1,23 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 403 939 | 0,78 | 38 503 | 19,53 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 142 | 1,78 | 300 | 20,56 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 2 275 | 217 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 2 463 | −22,69 | 235 | −8,59 | ||||
2025-08-06 | 13F/A | Three Cord True Wealth Management, LLC | 240 937 | 7,31 | 22 966 | 27,28 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 772 | 0,00 | 62 | −7,46 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 36 812 | −3,59 | 3 509 | 14,34 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 301 | 29 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 60 625 | 3,24 | 5 779 | 22,44 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 10 529 | −0,14 | 1 004 | 18,42 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 786 880 | 1,43 | 75 005 | 20,29 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 981 | 59,24 | 189 | 89,90 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 577 | 1,18 | 246 | 20,10 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 700 | 0,00 | 67 | 17,86 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 226 129 | −31,60 | 21 555 | −19,46 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 918 | −11,82 | 87 | −4,40 | ||||
2025-07-28 | 13F | Courier Capital Llc | 495 785 | 7,06 | 47 258 | 26,97 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 245 689 | −12,94 | 19 687 | −4,63 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 152 287 | 6,41 | 14 595 | 40,77 | ||||
2025-08-06 | 13F | Destiny Capital Corp/CO | 356 247 | 4,94 | 33 957 | 24,46 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 3 226 | 0,06 | 307 | 18,53 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 6 925 | 16,78 | 660 | 38,66 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 22 114 | 9,12 | 2 108 | 29,42 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 41 005 | −33,95 | 3 909 | −21,67 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 97 537 | 94,95 | 9 297 | 131,21 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 20 582 | −93,91 | 1 962 | −92,79 | ||||
2025-07-29 | 13F | Regions Financial Corp | 2 938 | −32,01 | 280 | −19,31 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 552 | 146,43 | 529 | 192,27 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3 537 | −28,96 | 337 | −22,88 | ||||
2025-07-18 | 13F | Cooper Financial Group | 53 913 | −14,93 | 5 139 | 0,90 | ||||
2025-08-14 | 13F | STAR Financial Bank | 2 864 | −13,29 | 273 | 2,64 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 63 937 | −2,59 | 6 094 | 15,55 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 76 864 | 58,30 | 7 327 | 87,75 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 3 381 658 | 3,61 | 322 340 | 23,17 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 37 813 | 3 604 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 299 171 | 16,82 | 28 517 | 55,03 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 69 483 | −0,87 | 6 623 | 17,58 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 100 840 | 4,39 | 9 612 | 23,82 | ||||
2025-08-14 | 13F | Sargent Investment Group, LLC | 210 279 | −3,74 | 20 820 | 18,59 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 21 175 | 4,71 | 1 997 | 35,67 | ||||
2025-08-05 | 13F | Mma Asset Management Llc | 264 362 | −15,58 | 25 199 | 0,12 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 310 | 43,52 | 30 | 70,59 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 219 123 | −0,25 | 20 887 | 18,31 | ||||
2025-07-14 | 13F | Buska Wealth Management, LLC | 464 484 | 5,23 | 44 275 | 24,80 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 660 | 62 | ||||||
2025-08-08 | 13F | Fusion Capital, LLC | 5 231 | 0,08 | 499 | 18,57 | ||||
2025-08-14 | 13F | Sentinus, LLC | 8 840 | 843 | ||||||
2025-07-29 | 13F | Swmg, Llc | 11 722 | 106,59 | 1 159 | 150,87 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 16 972 | −5,56 | 2 | 0,00 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 2 075 | −84,38 | 198 | −81,54 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 123 141 | 5,86 | 11 738 | 25,54 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 84 900 | 0,14 | 8 093 | 18,77 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 5 924 | 569 | ||||||
2025-08-06 | 13F | Able Wealth Management LLC | 55 029 | 1 697,16 | 5 245 | 2 032,11 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 4 169 | 39,99 | 397 | 66,11 | ||||
2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Luminist Capital LLC | 663 | 0,00 | 63 | 16,98 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3 468 | 0,73 | 344 | 24,64 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 886 | 386,81 | 84 | 500,00 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 6 932 | 24,12 | 661 | 47,32 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 6 517 | 33,41 | 621 | 58,42 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 39 826 | 11,20 | 3 796 | 31,90 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 301 740 | 3,00 | 124 082 | 22,16 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 2 627 | −0,76 | 250 | 17,92 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 1 659 | 35,32 | 158 | 61,22 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 2 774 | 259 | ||||||
2025-04-22 | 13F | Shum Financial Group, Inc. | 30 312 | 0,30 | 2 436 | −8,28 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 1 246 | 69,52 | 119 | 100,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28 274 | 13,14 | 2 768 | 32,52 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 168 757 | −4,75 | 16 086 | 12,96 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 20 334 | 302,02 | 2 | |||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 47 481 | 3,97 | 4 525 | 23,27 | ||||
2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 27 665 | 34,17 | 2 637 | 59,14 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 9 900 | −84,06 | 944 | −81,10 | ||||
2025-08-07 | 13F | Altman Advisors, Inc. | 84 115 | 14,94 | 1 165 | 11,28 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 2 898 | 0,03 | 276 | 18,97 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 23 611 | −0,89 | 2 251 | 17,55 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 3 868 | 369 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 203 650 | 1,06 | 210 052 | 19,86 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 7 461 | 711 | ||||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 165 223 | −15,79 | 15 749 | −0,12 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 26 677 | −8,17 | 2 543 | 8,91 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 592 524 | −28,93 | 56 | −16,42 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 4 592 176 | −3,21 | 437 726 | 14,80 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 227 380 | −67,40 | 21 674 | −64,65 | ||||
2025-07-28 | 13F | Rik Saylor Financial, Inc. | 16 194 | −0,03 | 1 544 | 18,60 | ||||
2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 374 028 | 1,27 | 35 652 | 20,11 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 11 566 | 3,39 | 1 102 | 22,58 | ||||
2025-08-04 | 13F | Horizon Wealth Management, LLC | 222 618 | −0,98 | 21 220 | 17,43 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 6 659 | 3,02 | 635 | 22,16 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 216 341 | 3,08 | 20 622 | 22,25 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 4 842 | 0,00 | 462 | 18,51 | ||||
2025-08-05 | 13F | Huntington National Bank | 1 236 | −9,98 | ||||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 2 239 | 213 | ||||||
2025-07-24 | 13F | MFA Wealth Services | 2 183 | 208 | ||||||
2025-08-14 | 13F | UBS Group AG | 4 262 778 | 11,05 | 406 328 | 31,71 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 59 058 | 1 007,20 | 5 629 | 1 215,19 | ||||
2025-08-13 | 13F | Nbw Capital Llc | 5 507 | −21,27 | 525 | −6,76 | ||||
2025-08-14 | 13F | Graney & King, LLC | 236 796 | −0,71 | 22 571 | 17,76 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 77 223 | −7,87 | 7 361 | 9,26 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 159 160 | −0,61 | 15 290 | 18,81 | ||||
2025-08-04 | 13F | Crescent Sterling, Ltd. | 6 525 | −21,89 | 622 | −7,45 | ||||
2025-07-15 | 13F | Norden Group Llc | 44 887 | 20,83 | 4 279 | 43,32 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 305 181 | 70,08 | 29 | 107,14 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 88 631 | −2,61 | 8 448 | 15,50 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 740 | −1,73 | 7 219 | 16,55 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 17 305 | 1,02 | 1 649 | 19,84 | ||||
2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 9 045 | −6,25 | 862 | 11,23 | ||||
2025-07-29 | 13F | Spirit Of America Management Corp/ny | 831 | −36,81 | 81 | −22,86 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | SCS Capital Management LLC | 1 836 568 | 2,41 | 175 062 | 21,47 | ||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 12 037 | −4,54 | 1 147 | 13,23 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 6 075 | 6,21 | 579 | 26,14 | ||||
2025-08-14 | 13F | LWM Advisory Services, LLC | 13 714 | −4,25 | 1 307 | 13,55 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 101 | 0,00 | 10 | 12,50 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 7 033 | −18,05 | 670 | −2,76 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 17 951 | 32,36 | 1 711 | 57,12 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 3 794 | −33,66 | 362 | −28,09 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1 | 4 501 | −4,23 | 429 | 13,79 | ||||
2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 29 000 | −0,56 | 2 764 | 17,97 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 20 735 | 32,32 | 1 977 | 56,95 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 578 456 | 10,77 | 150 458 | 31,38 | ||||
2025-07-09 | 13F | LifePlan Financial, LLC | 93 718 | −1,35 | 8 933 | 17,00 | ||||
2025-07-18 | 13F | Lowery Thomas, Llc | 29 673 | −0,85 | 2 828 | 17,59 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3 354 | −32,97 | 270 | −32,75 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 19 683 | −13,53 | 1 876 | 2,57 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 60 065 | −26,12 | 5 725 | −12,38 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 2 441 746 | 4,41 | 232 747 | 23,84 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 285 224 | −93,22 | 27 188 | −91,96 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 3 213 | 0,09 | 306 | 19,07 | ||||
2025-08-07 | 13F | 1st Source Bank | 91 697 | 1,06 | 8 741 | 19,86 | ||||
2025-08-13 | 13F | AMJ Financial Wealth Management | 17 999 | 0,76 | 1 716 | 19,51 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 9 874 | −26,02 | 941 | −12,22 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 116 603 | 53,78 | 11 115 | 82,41 | ||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 53 278 | −0,10 | 5 106 | 25,27 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 225 | 0,00 | 21 | 16,67 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 3 000 | 0,00 | 286 | 18,26 | ||||
2025-05-13 | 13F | Quantbot Technologies LP | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 35 081 | 5,13 | 3 344 | 24,69 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36 154 | 1,44 | 3 | 50,00 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 7 580 | −9,00 | 723 | 7,92 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 403 403 | −0,95 | 38 452 | 17,48 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 078 | 0,00 | 103 | 18,60 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 2 789 | 266 | ||||||
2025-07-16 | 13F | Dakota Wealth Management | 343 675 | 50,47 | 32 759 | 78,46 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 12 279 | −38,16 | 1 170 | −26,65 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 14 284 | 2,12 | 1 362 | 21,09 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 720 | 0,00 | 69 | 19,30 | ||||
2025-08-14 | 13F | Banco BTG Pactual S.A. | 16 748 | −35,51 | 1 596 | −23,53 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 678 | −1,47 | 253 | 14,55 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 71 777 | 6 842 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 5 332 | 3,35 | 508 | 22,71 | ||||
2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 25 554 | 2 436 | ||||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 12 | 0,00 | 1 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 27 955 | −0,90 | 2 665 | 17,51 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 723 602 | 9,65 | 164 294 | 30,05 | ||||
2025-08-14 | 13F | Fmr Llc | 1 917 088 | −6,56 | 182 737 | 10,83 | ||||
2025-08-05 | 13F | Tsfg, Llc | 67 871 | −26,06 | 6 | −14,29 | ||||
2025-08-04 | 13F | Terril Brothers, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 90 313 | 6,26 | 8 609 | 26,03 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 300 | 29 | ||||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 36 | 12,50 | 3 | 50,00 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 864 | 5,88 | 82 | 26,15 | ||||
2025-07-15 | 13F | Retireful, LLC | 4 910 | 468 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 83 466 | 1,04 | 7 956 | 19,82 | ||||
2025-08-15 | 13F | Fft Wealth Management Llc | 6 838 | −31,39 | 675 | −15,86 | ||||
2025-05-13 | 13F | Azimuth Capital Investment Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 395 | 0,00 | 38 | 19,35 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 9 815 | −55,37 | 936 | −47,09 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 14 292 | 0,00 | 1 362 | 18,64 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 3 890 | −4,98 | 371 | 12,46 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 1 654 000 | −26,87 | 157 659 | −13,27 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 954 990 | 1,64 | 91 030 | 20,55 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 999 | 49,71 | 953 | 77,80 | ||||
2025-08-14 | 13F | Voya Financial Advisors, Inc. | 18 253 | 1 730 | ||||||
2025-04-22 | 13F | Consolidated Planning Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 524 871 | 31,77 | 240 669 | 56,29 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 12 | 0,00 | 1 | |||||
2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 24 347 | −19,75 | 2 321 | −4,84 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 149 058 | 5,12 | 14 208 | 24,68 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 4 380 | 418 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 967 | 98,56 | 92 | 135,90 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 3 760 | −94,24 | 358 | −93,18 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 4 061 | 0,00 | 0 | |||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 144 380 | −0,83 | 13 762 | 17,61 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 45 581 | 7,26 | 4 | 33,33 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 75 517 | −3,50 | 7 198 | 14,45 | ||||
2025-08-14 | 13F | Dagco, Inc. | 56 380 | 16,45 | 5 374 | 38,11 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 9 506 | −4,52 | 906 | 13,25 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 15 047 | 0,00 | 1 434 | 18,61 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 44 623 | 0,08 | 4 253 | 18,43 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 24 196 | −14,58 | 2 306 | 1,32 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 70 551 | −4,28 | 6 725 | 13,52 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 167 331 | 8,19 | 15 950 | 28,31 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11 660 | −2,30 | 1 111 | 15,85 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 342 | 21,39 | 319 | 43,89 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 224 036 | 21 355 | ||||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 523 | 9,87 | 50 | 28,95 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 83 | 8 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 17 019 | −21,56 | 1 622 | −6,94 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 133 280 | 8 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 027 | 65,65 | 97 | 95,92 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wedmont Private Capital | 5 860 | 27,45 | 563 | 56,55 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 53 | 0,00 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 345 794 | 22,26 | 33 | 45,45 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 17 854 | −1,63 | 1 702 | 16,67 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1 | 172 591 | 24,17 | 14 152 | 12,88 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 982 | 2,72 | 94 | 22,37 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 651 | 0,00 | 64 | 23,08 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 394 | 10,25 | 1 658 | 30,76 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 671 985 | 1,61 | 64 054 | 20,51 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 8 079 | −7,99 | 770 | 9,22 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 20 959 | −4,84 | 1 998 | 12,82 | ||||
2025-07-30 | 13F | Fusion Family Wealth LLC | 2 609 | 0,00 | 249 | 18,66 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 851 088 | 9 486,48 | 81 126 | 11 277,98 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 3 099 | 295 | ||||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 750 | 0,00 | 71 | 18,33 | ||||
2025-07-14 | 13F | Abound Wealth Management | 90 | 34,33 | 9 | 60,00 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 15 234 | 0,14 | 1 452 | 18,82 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 13 137 | 2,79 | 1 252 | 21,91 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 | 0,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 73 437 | 6,62 | 7 000 | 26,47 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 5 833 | 0,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 440 | −2,40 | 233 | 16,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 938 767 | −12,52 | 89 484 | 3,75 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 82 477 | 2,97 | 7 862 | 22,12 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 41 262 | −4,39 | 3 933 | 13,38 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 68 610 | −26,09 | 6 540 | −12,35 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 46 787 | 66,42 | 4 435 | 92,36 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 2 810 | 268 | ||||||
2025-07-17 | 13F | HB Wealth Management, LLC | 4 366 773 | −8,81 | 416 238 | 11,99 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 3 750 | 357 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 1 563 | 0,00 | 149 | 18,40 | ||||
2025-07-29 | 13F | Pinnacle Wealth Management, LLC | 31 686 | 3 020 | ||||||
2025-08-04 | 13F | Clear Investment Research, Llc | 1 332 | 0,15 | 127 | 19,81 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 14 427 | 9,69 | 1 375 | 30,09 | ||||
2025-08-04 | 13F | Atria Investments Llc | 107 506 | −30,66 | 10 247 | −17,76 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 47 289 | −54,86 | 4 508 | −46,47 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 95 | 0,00 | 9 | 28,57 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 97 401 | 0,00 | 9 284 | 18,60 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 183 | 0,00 | 0 | |||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 130 922 | 2,50 | 12 479 | 24,85 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 68 | −65,66 | 6 | −60,00 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 33 210 | 0,07 | 3 166 | 18,67 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 117 370 | −77,87 | 11 | −76,09 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 44 044 | 295,47 | 4 198 | 369,05 | ||||
2025-05-09 | 13F | MWA Asset Management | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 7 587 | 2 679,12 | 723 | 3 342,86 | ||||
2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Iowa State Bank | 25 894 | −8,14 | 2 468 | 8,96 | ||||
2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 89 600 | 126,84 | 8 541 | 169,06 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 328 557 | 1,92 | 31 318 | 20,88 | ||||
2025-07-08 | 13F | Melone Private Wealth, LLC | 124 173 | 3,10 | 11 770 | 21,59 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 15 263 | 0,00 | 1 455 | 18,60 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 53 789 | 13,60 | 5 127 | 34,74 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 10 881 | −17,37 | 1 037 | −1,98 | ||||
2025-08-04 | 13F | Balentine LLC | 4 920 | −2,42 | 469 | 15,56 | ||||
2025-08-04 | 13F | One Day In July LLC | 68 913 | −1,44 | 6 569 | 16,89 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 946 | −1,06 | 567 | 17,18 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 9 972 | −11,04 | 951 | 5,56 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 43 832 | −0,49 | 4 178 | 18,02 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 661 | 6,49 | 349 | 26,09 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 861 | 0,01 | 654 | 17,84 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 4 600 | 0,00 | 438 | 30,36 | ||||
2025-08-13 | 13F | Copley Financial Group, Inc. | 5 354 | −8,95 | 510 | 8,05 | ||||
2025-08-15 | 13F | Global View Capital Management LLC | 6 119 | 583 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 19 719 | 16,56 | 1 880 | 38,26 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 64 049 | 13,45 | 6 071 | 34,23 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 2 757 | 0,00 | 263 | 18,55 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 2 579 | 0 | ||||||
2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 3 080 | 0,00 | 294 | 18,62 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 709 | 0,00 | 68 | 19,64 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 120 044 | 2,10 | 11 443 | 21,09 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 22 565 | 6,11 | 2 151 | 25,80 | ||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 119 634 | −2,92 | 11 404 | 15,14 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 6 775 | 34,45 | 646 | |||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 301 | 24 | ||||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 5 979 | −46,91 | 570 | −37,13 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 31 692 | −3,34 | 3 021 | 14,61 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 5 685 | 16,31 | 542 | 38,01 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 306 | 0,00 | 29 | 20,83 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 3 156 | 0,00 | 301 | 18,58 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 109 489 | 11,66 | 10 436 | 35,94 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 480 695 | 16,04 | 236 325 | 37,53 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Simplex Trading, Llc | 32 778 | 3 | ||||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 69 265 | 16,92 | 6 602 | 38,67 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68 250 | 113,53 | 6 506 | 153,31 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 24 143 | 16,63 | 2 390 | 43,72 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 115 694 | −5,10 | 11 028 | 12,54 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 22 408 | −3,81 | 2 137 | 14,04 | ||||
2025-08-14 | 13F | Betterment LLC | 45 690 | 29,82 | 4 | 100,00 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 37 594 | −57,45 | 3 583 | −49,54 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 3 667 | 0,00 | 295 | −8,70 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 19 380 | −4,35 | 1 847 | 13,45 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 80 480 | 13,36 | 7 671 | 34,46 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 155 | 32,13 | 687 | 64,35 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 112 156 | 9,29 | 10 691 | 29,62 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 3 697 | 0,03 | 352 | 18,52 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 23 218 | 3,01 | 2 213 | 22,20 | ||||
2025-08-14 | 13F | Sei Investments Co | 6 003 | −10,01 | 572 | 6,72 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 371 030 | 5,35 | 35 367 | 24,94 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 157 049 | 0,18 | 14 970 | 18,81 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 339 | 0,00 | 32 | 18,52 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 84 | 0,00 | 8 | 33,33 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 84 565 | 15,22 | 8 061 | 36,66 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 2 741 | 0,04 | 261 | 18,64 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 44 783 | 0,88 | 4 269 | 19,65 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 251 650 | 4,15 | 24 706 | 27,75 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 208 969 | 0,21 | 19 919 | 18,85 | ||||
2025-08-06 | 13F | Aspetuck Financial Management LLC | 32 820 | −0,47 | 3 128 | 18,04 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 87 383 | 24,99 | 8 329 | 48,26 | ||||
2025-07-24 | 13F | Insight Inv LLC | 1 815 | 173 | ||||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 13 722 | 0,18 | 1 308 | 18,91 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 42 591 | 20,93 | 4 060 | 43,43 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 1 781 | 0,00 | 170 | 18,18 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 434 380 | −5,32 | 41 405 | 12,29 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 10 227 943 | 77,64 | 974 928 | 110,68 | ||||
2025-08-12 | 13F | Argent Trust Co | 2 396 | 228 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 162 | −14,24 | 969 | 1,68 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 5 118 | −3,12 | 488 | 14,86 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 25 263 | 4,43 | 2 408 | 23,87 | ||||
2025-05-20 | 13F | Aspen Investment Management Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 100 324 | −50,26 | 9 566 | −38,32 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 319 743 | 15,02 | 30 478 | 36,41 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 847 823 | −3,55 | 80 815 | 14,39 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 7 558 | 77,88 | 720 | 111,14 | ||||
2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 7 667 | −96,03 | 629 | −96,40 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 2 516 | 0,00 | 240 | 18,32 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33 881 | 23,33 | 3 230 | 46,31 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 53 616 | 107,70 | 5 111 | 146,38 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 21 061 | 2 007 | ||||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 4 212 | 2,13 | 401 | 21,15 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 406 | −0,25 | 39 | 18,75 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 98 020 | −2,31 | 9 343 | 15,86 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 3 004 | 0,00 | 286 | 18,67 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 12 145 | 0,00 | 1 158 | 18,55 | ||||
2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1 017 | −79,24 | 96 | −76,01 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 34 600 | 11,61 | 3 298 | 32,40 | |||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 119 500 | −35,41 | 11 391 | −23,39 | |||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 7 353 | 48,46 | 701 | 75,88 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 4 915 | 0,00 | 468 | 18,48 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 40 | 100,00 | 4 | 200,00 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 72 | 0,00 | 7 | 20,00 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 2 776 | 265 | ||||||
2025-08-07 | 13F | FDx Advisors, Inc. | 87 060 | 8 | ||||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 3 395 | 324 | ||||||
2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 145 979 | 56,27 | 13 915 | 85,35 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 48 284 | −1,87 | 4 555 | 14,36 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 7 769 | −49,92 | 741 | −40,61 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 18 853 | −0,30 | 1 834 | 20,67 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 7 733 | 20,49 | 763 | 47,96 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 320 284 | −0,88 | 30 747 | 20,82 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 6 802 | −13,01 | 648 | 3,18 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 027 | 38,35 | 2 481 | 64,57 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 3 711 | 47,09 | 354 | 74,75 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 574 | 150 | ||||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 118 188 | 3,01 | 11 740 | 130 333,33 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 2 134 | 203 | ||||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Horizons Wealth Management | 158 | 0,00 | 15 | 25,00 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 41 615 | 6,58 | 3 967 | 26,43 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14 850 | −16,45 | 1 | 0,00 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 3 935 | −25,96 | 375 | −12,18 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 1 472 114 | −0,02 | 140 322 | 18,58 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 820 | −19,51 | 459 | −4,57 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 733 854 | 3,62 | 69 951 | 22,89 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-05 | 13F | Jessup Wealth Management, Inc | 5 348 | 0,00 | 510 | 18,65 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 12 442 | −15,86 | 1 186 | −0,25 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 2 861 | 0,00 | 273 | 18,78 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 6 519 | 20,12 | 621 | 42,43 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 26 700 | 35,53 | 2 545 | 60,77 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 42 010 | −40,30 | 4 004 | −29,20 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42 600 | −42,51 | 4 061 | −31,82 | |||
2025-04-25 | NP | VCULX - Growth Fund | 48 000 | −71,93 | 4 204 | −71,86 | ||||
2025-08-08 | 13F | Petix & Botte Co | 89 341 | 14,61 | 8 516 | 35,93 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 246 | 0,16 | 119 | 19,19 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 10 319 | −1,04 | 984 | 17,30 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 2 221 | 212 | ||||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 19 148 | −14,25 | 1 825 | 1,73 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 662 524 | −12,37 | 158 | 3,95 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 361 339 | 10,09 | 34 443 | 30,57 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 73 332 | 14,31 | 6 990 | 35,60 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 705 | 4,14 | 67 | 24,07 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 86 104 | 437,51 | 8 207 | 537,68 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 48 480 | 1,56 | 4 621 | 20,46 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 121 | 0,00 | 12 | 22,22 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 169 600 | −45,94 | 16 166 | −35,88 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 156 994 | 238,24 | 14 965 | 301,18 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 80 300 | 8,08 | 7 654 | 28,19 | |||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 3 151 | −0,13 | 300 | 18,58 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 4 871 | 29,96 | 464 | 54,15 | ||||
2025-05-08 | 13F | Cordatus Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 86 541 | 20,64 | 8 249 | 43,09 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 322 890 | 35,23 | 126 098 | 60,39 | ||||
2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 552 140 | 1,56 | 52 630 | 20,45 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 334 266 | 0,30 | 32 | 19,23 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 93 034 | −13,88 | 8 868 | 2,14 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 48 969 | −5,92 | 4 668 | 11,57 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 5 637 | −1,64 | 537 | 16,74 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 116 354 | −15,70 | 11 091 | 0,29 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 3 557 911 | 6,02 | 339 140 | 25,74 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 2 980 | 0,00 | 284 | 18,83 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 22 966 | 1,67 | 2 189 | 20,61 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 40 928 | 7,18 | 3 901 | 27,11 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 152 547 | −3,03 | 12 260 | −2,58 | ||||
2025-08-05 | 13F | Navalign, LLC | 190 798 | −3,28 | 18 187 | 14,71 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 16 837 | −1,53 | 1 605 | 16,74 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 3 218 | 309 | ||||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 48 934 | 3,74 | 4 664 | 23,06 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 83 405 | 197,46 | 7 950 | 252,86 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 38 759 | −3,37 | 3 695 | 14,61 | ||||
2025-04-15 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 589 | 0,00 | 56 | 19,15 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 16 528 | −46,95 | 1 575 | −42,48 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 2 731 | 0,96 | 260 | 19,82 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 868 | 5,58 | 559 | 25,34 | ||||
2025-04-09 | 13F | Quantum Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Stonebrook Private Inc. | 29 810 | −65,09 | 2 842 | −58,60 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1 980 | 189 | ||||||
2025-07-15 | 13F | BCS Wealth Management | 107 255 | 1,11 | 10 | 25,00 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 24 316 | 29,49 | 2 318 | 53,55 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 3 538 | 0,00 | 337 | 18,66 | ||||
2025-08-07 | 13F | Nwam Llc | 3 335 | 5,60 | 329 | 30,04 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 7 319 | −18,80 | 698 | 19,97 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 147 760 | −68,46 | 14 084 | −62,59 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 6 239 | 28,32 | 618 | 55,81 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 11 305 | 20,55 | 1 078 | 43,03 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 37 776 | 4,62 | 3 601 | 24,05 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 43 245 | 36,18 | 4 122 | 61,52 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 10 566 | 8,69 | 1 007 | 28,94 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 1 653 788 | −7,39 | 157 639 | 9,84 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 4 290 | −6,09 | 409 | 11,17 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 726 | −15,91 | 355 | −0,28 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 2 732 | 0,00 | 260 | 18,72 | ||||
2025-07-11 | 13F | Grant Private Wealth Management Inc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 208 | 20 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 6 370 | −2,58 | 607 | 15,62 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 4 505 | 0,00 | 429 | 18,51 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 99 853 | 2,60 | 9 518 | 19,27 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 19 028 | −1,28 | 1 814 | 17,04 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 286 | 0,00 | 27 | 17,39 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 2 346 | 224 | ||||||
2025-07-23 | 13F | Drake & Associates, LLC | 275 488 | 3,62 | 26 260 | 22,90 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 3 744 | 0 | ||||||
2025-08-12 | 13F | White Pine Capital Llc | 17 969 | 1,55 | 1 713 | 20,39 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 11 005 | −9,31 | 1 049 | 7,59 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 289 | 0,00 | 184 | −8,96 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1 354 081 | 5,83 | 129 071 | 25,51 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 1 245 | 119 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3 436 | 1,48 | 327 | 20,22 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Chris Bulman Inc | 3 424 | −16,67 | 326 | −1,21 | ||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 9 250 | −0,12 | 882 | 17,94 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 35 497 | −5,33 | 3 384 | 12,28 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 8 425 | −39,17 | 803 | −27,85 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Second Line Capital, LLC | 2 220 | 212 | ||||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 129 319 | −19,04 | 12 327 | −3,98 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 4 330 | 0,00 | 413 | 18,39 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 104 714 | 18,36 | 9 981 | 40,38 | ||||
2025-07-30 | 13F | Retirement Planning Group | 9 607 | −5,76 | 916 | 11,72 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 395 169 | −2,88 | 37 668 | 15,18 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 424 818 | 3,58 | 40 494 | 22,85 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 3 925 | 13,93 | 374 | 35,51 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 91 980 | −0,27 | 8 768 | 18,28 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 8 900 | −8,77 | 848 | 8,16 | ||||
2025-09-04 | 13F | SevenBridge Financial Group, LLC | 10 540 | 9,00 | 1 057 | 25,24 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 8 733 | 33,63 | 832 | 58,48 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 48 584 | 0,46 | 4 631 | 19,17 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 5 464 | 0,00 | 521 | 18,45 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 17 829 | 10,99 | 1 699 | 31,71 | ||||
2025-07-22 | 13F | Accel Wealth Management | 4 432 | 0,02 | 422 | 18,54 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Scott Marsh Financial, LLC | 18 672 | 1 780 | ||||||
2025-08-13 | 13F | Gibbs Wealth Management | 251 172 | 23 942 | ||||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 700 | −26,78 | 67 | −13,16 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 389 343 | −2,51 | 37 112 | 15,62 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 739 | 258 | ||||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3 809 | 0,00 | 363 | 18,63 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 18 914 | 0,00 | 1 803 | 18,55 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 3 327 | 26,41 | 317 | 50,24 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 101 413 | 2,02 | 9 667 | 20,99 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 18 492 | −6,64 | 1 763 | 10,75 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 91 | −13,33 | 9 | 0,00 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 300 | 0,00 | 29 | 16,67 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 33 333 | −1,42 | 3 177 | 16,93 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 879 | 18,62 | ||||||
2025-08-14 | 13F | Pecaut & Co. | 152 191 | −1,16 | 14 507 | 17,22 | ||||
2025-07-24 | 13F | rebel Financial LLC | 13 992 | 1 334 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 68 158 | −5,48 | 6 497 | 12,10 | ||||
2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 16 235 | 0,08 | 1 548 | 19,35 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 127 | −78,14 | 12 | −73,91 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 6 948 | 662 | ||||||
2025-05-07 | 13F | Baron Silver Stevens Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 855 779 | 9 685,92 | 9 | −98,86 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 2 409 | 230 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 4 821 | −5,64 | 460 | 11,95 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 2 582 | 246 | ||||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 22 832 | 4,00 | 2 176 | 23,36 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3 659 | 0,00 | 349 | 18,37 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 366 | 233 | ||||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 138 | 13 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 63 860 | 8,30 | 6 087 | 28,44 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 4 575 | −4,45 | 436 | 13,54 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 5 880 | −81,45 | 560 | −78,01 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 2 722 | 0,00 | 219 | −8,79 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 558 | 336 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 3 709 | 40,44 | 0 | |||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 385 186 | −3,70 | 36 716 | 14,22 | ||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 29 409 | 31,11 | 2 803 | 55,49 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Cavalier Investments, LLC | 40 000 | 3 813 | ||||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 4 788 | 0,00 | 456 | 18,75 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 8 365 | −5,48 | 797 | 12,10 | ||||
2025-05-13 | 13F | 17 Capital Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Olistico Wealth, LLC | 3 437 | −0,23 | 328 | 18,48 | ||||
2025-05-15 | 13F | Fortress Private Ledger, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 51 942 | −2,30 | 4 951 | 15,89 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 3 883 | −6,34 | 370 | 11,11 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 173 478 | 1,58 | 16 536 | 20,47 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 2 571 | 245 | ||||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 374 688 | −48,19 | 35 715 | −38,56 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10 628 | −7,17 | 1 013 | 10,11 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 43 562 | 2,65 | 4 152 | 17,09 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 86 949 | 1,67 | 8 288 | 20,57 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 5 140 | 25,61 | 490 | 49,09 | ||||
2025-07-09 | 13F | Sterling Manor Financial, LLC | 128 986 | −3,43 | 12 295 | 14,53 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 325 460 | 7,01 | 31 023 | 26,91 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 600 | 0,00 | 153 | 18,75 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 6 150 | −18,01 | 586 | −2,66 | ||||
2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 14 311 | 1 364 | ||||||
2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 3 220 | 8,42 | 304 | 21,69 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 117 151 | 2,25 | 11 167 | 21,26 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 3 095 856 | −17,59 | 295 097 | −2,27 | ||||
2025-05-15 | 13F | Urban Financial Advisory Corp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 43 875 | −0,50 | 4 182 | 18,04 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 375 373 | 3,27 | 35 781 | 22,48 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 35 631 | −3,44 | 3 396 | 14,54 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 414 | −4,85 | 1 469 | 12,91 | ||||
2025-05-02 | 13F | Stack Financial Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1 535 363 | 3,77 | 148 562 | 30,60 | ||||
2025-04-22 | 13F | PFG Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 394 092 | 4,93 | 37 565 | 24,45 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 24 046 | 16,19 | 2 292 | 37,82 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 13 071 | 0,00 | 1 | 0,00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 208 623 | −25,49 | 19 891 | −11,61 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 7 533 | −1,99 | 718 | 16,37 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 124 | 0,00 | 12 | 22,22 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 3 522 818 | 4,94 | 335 795 | 24,46 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 72 | 0,00 | 6 | −16,67 | ||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 4 058 | −83,97 | 387 | −81,02 | ||||
2025-08-06 | 13F | Reston Wealth Management Llc | 673 214 | 5,84 | 64 171 | 25,52 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 5 773 | 0,56 | 569 | 23,21 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 153 677 | 20,64 | 14 602 | 42,63 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 21 764 | −1,28 | 1 749 | −9,71 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 2 150 | 205 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 474 848 | −26,32 | 45 262 | −13,64 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 8 275 | 0,12 | 789 | 18,67 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 24 830 | −10,39 | 2 367 | 6,24 | ||||
2025-08-13 | 13F | M&t Bank Corp | 161 099 | 0,33 | 15 356 | 18,99 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 3 895 752 | 5,49 | 371 343 | 25,11 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 28 | 3 | ||||||
2025-08-12 | 13F | Ensign Peak Advisors, Inc | 228 550 | 21 785 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 146 038 | −12,98 | 13 920 | 3,20 | ||||
2025-08-26 | 13F | Claris Financial LLC | 11 895 | 1,79 | 1 134 | 10,32 | ||||
2025-07-23 | 13F | Optas, LLC | 197 613 | 0,64 | 18 837 | 19,35 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 40 899 | 23,44 | 3 899 | 46,43 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 2 970 | 6,53 | 283 | 26,34 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 8 045 | 12,22 | 767 | 32,99 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 104 580 | −70,93 | 9 969 | −65,52 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 11 728 | −4,78 | 1 118 | 12,94 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 3 093 | 295 | ||||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Gratus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 115 737 | 33,06 | 11 032 | 57,83 | ||||
2025-07-10 | 13F | Security National Bank | 443 | 0,00 | 42 | 20,00 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 177 961 | −8,76 | 17 419 | 14,07 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 312 | 30 | ||||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 19 237 014 | −2,33 | 1 833 672 | 15,84 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3 946 | 0,00 | 376 | 18,61 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 2 647 | 0,00 | 252 | 18,87 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 3 308 | 0,00 | 315 | 18,87 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 11 054 | 1 054 | ||||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 2 852 | 0,00 | 272 | 18,34 | ||||
2025-08-05 | 13F | AGH Wealth Advisors, LLC | 40 468 | −2,52 | 3 859 | 15,64 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 15 429 | 11,78 | 1 471 | 32,55 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 203 294 | 13,29 | 19 378 | 34,36 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 12 275 | −4,09 | 1 170 | 13,81 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 279 | 288,29 | 408 | 362,50 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 4 561 | −4,22 | 435 | 13,61 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 1 000 | 0,00 | 95 | 18,75 | ||||
2025-04-29 | 13F | Hm Payson & Co | 1 688 | 0,00 | 136 | −8,78 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 351 671 | −2,22 | 33 521 | 15,97 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 494 335 | 9,90 | 47 120 | 30,34 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 152 311 | 2,88 | 14 518 | 22,02 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 12 091 | 1 153 | ||||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 094 | 0,00 | 104 | 19,54 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 9 853 254 | 12,83 | 938 988 | 33,83 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 304 | −76,95 | 410 | −72,67 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 151 004 | −0,16 | 14 394 | 18,41 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 10 716 | 13,52 | 1 021 | 34,70 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 7 138 | −7,56 | 680 | 9,68 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 59 | 0,00 | 6 | 25,00 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 2 986 | 0,03 | 285 | 18,83 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7 306 | 3,66 | 696 | 22,97 | ||||
2025-07-31 | 13F | University Of Texas/texas Am Investment Managment Co | 107 | 10 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 28 460 | −0,73 | 2 713 | 17,71 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 284 256 | 9,59 | 27 095 | 29,98 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 4 191 | 0,10 | 400 | 18,75 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 29 031 | −20,13 | 2 767 | −5,27 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 18 951 | −0,03 | 1 806 | 18,58 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 489 | 22,97 | 237 | 46,30 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 87 224 | 43,64 | 8 314 | 70,37 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 42 737 | 18,70 | 4 074 | 40,79 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 2 554 | 243 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 100 | 10 | ||||||
2025-08-14 | 13F | Potentia Wealth | 11 467 | −69,82 | 1 093 | −64,20 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 934 | −2,51 | 89 | 17,11 | ||||
2025-07-21 | 13F | Matauro, Llc | 10 166 | −22,77 | 969 | −8,33 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 4 250 | 0,00 | 342 | 0,00 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 2 836 | 270 | ||||||
2025-08-12 | 13F | Trexquant Investment LP | 2 188 | −61,29 | 209 | −54,19 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 7 228 | −90,03 | 712 | −87,78 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 345 589 | −6,45 | 32 942 | 10,95 | ||||
2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1 581 488 | −10,19 | 141 844 | −8,04 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 3 869 | 0,00 | 367 | 18,45 | ||||
2025-07-24 | 13F | Eastern Bank | 1 950 | 0,00 | 186 | 18,59 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 23 207 | 6,95 | 2 212 | 26,91 | ||||
2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 13 643 | 6,66 | 1 300 | 15,76 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 102 676 | 2,38 | 9 787 | 21,43 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 31 | 0,00 | 3 | 0,00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 273 205 | −1,11 | 26 042 | 17,29 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 61 457 | −10,01 | 5 858 | 6,74 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 283 | 0,00 | 27 | 18,18 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 2 836 | −38,12 | 270 | −26,43 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 57 135 | 10,90 | 5 446 | 31,55 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 1 250 | 0,00 | 119 | 9,17 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 3 090 | 295 | ||||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 19 472 | 20,85 | 1 856 | 43,43 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 6 558 | 10,24 | 625 | 30,75 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 3 036 | 0,16 | 0 | |||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 167 565 | −26,49 | 15 972 | −12,82 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 6 | 0,00 | 1 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 197 | −1,33 | 305 | 16,92 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5 976 | −0,33 | 570 | 18,30 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 203 249 | −26,61 | 19 374 | −12,96 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 2 030 896 | 52,41 | 193 585 | 80,76 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 297 | 0,00 | 28 | 21,74 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 3 775 | −0,50 | 360 | 18,09 | ||||
2025-08-13 | 13F | Beutel, Goodman & Co Ltd. | 271 232 | −6,00 | 26 | 8,70 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 600 | 0,00 | 57 | 18,75 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 130 245 | 69,35 | 12 415 | 100,84 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 525 301 | 5,50 | 50 072 | 25,12 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 3 163 | 301 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 7 109 | 13,82 | 678 | 35,13 | ||||
2025-05-21 | 13F | CBM Financial, LLC | 140 074 | 12 531 | ||||||
2025-07-01 | 13F | Private Client Services, Llc | 16 496 | −1,20 | 1 572 | 17,23 | ||||
2025-08-13 | 13F | Keystone Financial Group | 338 467 | −10,55 | 32 263 | 6,09 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 12 455 | 0,81 | 1 001 | −7,83 | ||||
2025-08-07 | 13F | Fox Financial, Inc | 6 277 | −0,48 | 598 | 18,18 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 17 904 | −1,50 | 1 707 | 16,85 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 2 328 | 222 | ||||||
2025-07-28 | 13F | Mutual Advisors, LLC | 71 551 | −1,60 | 7 052 | 18,94 | ||||
2025-08-11 | 13F | Citigroup Inc | 24 413 | −17,64 | 2 327 | −2,31 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 139 964 | −2,32 | 108 661 | 15,85 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 392 599 | −2,54 | 37 423 | 15,59 | ||||
2025-07-24 | 13F | Blair William & Co/il | 37 495 | −2,28 | 3 574 | 15,93 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 178 622 | −4,33 | 17 026 | 13,47 | ||||
2025-05-07 | 13F | Evermay Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 376 788 | 19,19 | 35 915 | 41,36 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 19 065 | 162,68 | 1 817 | 211,66 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 55 712 | −12,81 | 5 311 | 3,41 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27 275 | −19,77 | 2 600 | −4,87 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 76 | 7 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 2 800 | 267 | |||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 4 835 | −1,57 | 461 | 17,01 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 26 159 | −2,40 | 2 565 | 11,28 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 267 349 | 93,73 | 25 484 | 129,76 | ||||
2025-08-07 | 13F | Commerce Bank | 15 436 | 3,30 | 1 471 | 22,58 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 6 975 | 665 | ||||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 36 446 | −37,13 | 3 474 | −25,42 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 5 632 336 | 22,19 | 536 874 | 44,92 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 132 899 | 20,26 | 12 668 | 42,63 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 61 551 | 1,55 | 5 867 | 20,45 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 9 975 | −26,96 | 951 | −13,40 | ||||
2025-07-16 | 13F | Novem Group | 2 122 | 202 | ||||||
2025-07-25 | 13F | Meritage Portfolio Management | 102 713 | −5,14 | 9 791 | 12,50 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2 487 009 | 16,82 | 237 062 | 38,56 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 29 220 | 7,79 | 2 785 | 27,87 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 33 914 | 10,91 | 3 233 | 31,54 | ||||
2025-08-14 | 13F | FC Advisory LLC | 9 748 | 0,10 | 929 | 18,80 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 11 690 | 0,00 | 1 114 | 18,64 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 252 | −14,29 | 20 | −20,00 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 4 190 | 15,59 | 399 | 37,11 | ||||
2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 59 340 | −30,33 | 5 656 | −17,37 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4 200 | −44,74 | 398 | −34,54 | |||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 331 | −0,08 | 127 | 17,76 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 238 | 0,00 | 23 | 21,05 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2 300 | −11,54 | 218 | 4,81 | |||
2025-07-07 | 13F | Versant Capital Management, Inc | 54 | 0,00 | 5 | 25,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 2 660 996 | 20,06 | 254 | 42,13 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 31 320 | 2 985 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 591 043 | 3,02 | 56 338 | 22,19 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 47 355 | 437,76 | 4 514 | 538,33 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 272 450 | 2,01 | 25 970 | 20,99 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 11 000 | −9,84 | 967 | −1,43 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 2 245 | 0 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 66 394 | −1,74 | 6 329 | 16,54 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 5 | 0,00 | 0 | |||||
2025-08-08 | 13F | Condor Capital Management | 3 047 | −0,59 | 290 | 17,89 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 524 | 3,02 | 241 | 22,45 | ||||
2025-08-01 | 13F | Tevis Investment Management | 3 355 | 320 | ||||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 125 | −31,69 | 12 | −21,43 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9 695 | 0,00 | 924 | 18,61 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 9 558 | 911 | ||||||
2025-07-25 | 13F | Apollon Financial, LLC | 95 571 | −11,88 | 9 110 | 4,50 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-09-03 | 13F | American Trust | 41 911 | 3 995 | ||||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 5 593 | 1,43 | 533 | 20,32 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 7 484 | 0,93 | 713 | 19,83 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 030 | 0,00 | 289 | 18,52 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 302 628 | 162,93 | 30 829 | 238,73 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 545 | 137,99 | 52 | 183,33 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1 499 378 | 4,94 | 142 920 | 24,46 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 9 724 | −13,62 | 927 | 2,43 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 17 024 | 0,00 | 1 623 | 18,57 | ||||
2025-08-07 | 13F | Summit X, LLC | 2 844 | 0,60 | 271 | 19,38 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5 642 | 4,97 | 538 | 24,59 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 52 163 | 115,57 | 4 972 | 155,76 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 38 728 | 3 692 | ||||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 6 742 | 643 | ||||||
2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 1 162 | 0,00 | 111 | 18,28 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 245 462 | −0,09 | 23 397 | 18,50 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 2 946 | −1,77 | 281 | 16,18 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2 717 937 | 12,22 | 259 074 | 33,09 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7 348 | −3,90 | 700 | 14,01 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 6 626 | −0,87 | 632 | 17,50 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 197 256 | 3,22 | 18 802 | 22,42 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2 785 | −38,10 | 266 | −26,59 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 6 948 | 0,00 | 558 | −8,52 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1 035 | 0,19 | 99 | 18,07 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 19 180 | 13,88 | 1 828 | 34,61 | ||||
2025-07-23 | 13F | Dohj, Llc | 4 170 | −5,72 | 326 | −8,17 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 46 | −60,68 | 4 | −55,56 | ||||
2025-04-23 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 5 673 | 0,05 | 541 | 18,68 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 3 061 | −24,79 | 303 | −7,65 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 511 508 | 64,29 | 144 077 | 94,85 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 24 434 | −3,33 | 2 329 | 14,67 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 18 046 | −15,80 | 1 720 | −12,87 | ||||
2025-08-12 | 13F | MAI Capital Management | 15 187 | −0,63 | 1 448 | 17,83 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 106 359 | 6,77 | 10 138 | 26,65 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 35 210 | 150,28 | 3 | 200,00 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 2 187 721 | 7,67 | 208 533 | 27,70 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1 775 | 167 | ||||||
2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 233 236 | −26,88 | 22 232 | −13,28 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 200 | 12,15 | 114 | 34,12 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 17 855 | 68,55 | 1 702 | 99,88 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio | 1 195 346 | −0,53 | 113 940 | 17,98 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 33 | 0,00 | 3 | 50,00 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 55 274 | 7,91 | 5 259 | 27,75 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 73 873 | −6,01 | 7 042 | 11,46 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 269 637 | −1,89 | 25 702 | 16,36 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 27 | 0,00 | 3 | 0,00 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 487 533 | 5,46 | 46 472 | 25,08 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 132 770 | −54,96 | 12 656 | −46,59 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 12 460 | −6,60 | 1 188 | 10,73 | ||||
2025-07-28 | NP | RHRX - RH Tactical Rotation ETF | 40 000 | 23,19 | 3 588 | 26,13 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 92 449 | 121,68 | 8 812 | 162,97 | ||||
2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 3 230 323 | −9,04 | 289 728 | −6,86 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 77 944 | −2,22 | 7 430 | 15,97 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 42 006 | 13,79 | 4 004 | 35,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3 428 865 | 17,73 | 326 839 | 39,63 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2 637 | −13,60 | 251 | 2,45 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 151 | −6,89 | 300 | 10,70 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 30 480 | −3,23 | 3 032 | 30,65 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 26 132 | −27,78 | 2 491 | −14,37 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 155 152 | 1,86 | 15 | 16,67 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 54 670 | −7,53 | 5 211 | 9,68 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 20 025 | 0,00 | 1 909 | 18,58 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 571 779 | 2,49 | 54 502 | 21,55 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 66 948 | −7,92 | 6 546 | 13,08 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 28 185 | 0,01 | 2 687 | 18,64 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 70 315 | −3,21 | 6 702 | 14,80 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 6 143 | 0,00 | 586 | 18,66 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 049 090 | 99 999 | ||||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 25 580 | −80,37 | 2 438 | −78,71 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 1 780 | 0,00 | 170 | 18,18 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 85 878 | 67,60 | 8 163 | 26,15 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 828 628 | −0,55 | 78 985 | 17,94 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 14 556 | 3,29 | 1 387 | 20,19 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 21 399 | −22,98 | 2 040 | −8,65 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 116 665 | 57,84 | 11 121 | 87,21 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 117 292 | −1,35 | 11 180 | 17,01 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 234 575 | −12,09 | 22 360 | 4,27 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 164 613 | 0,01 | 16 | 15,38 | ||||
2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 571 961 | 5,63 | 54 519 | 25,28 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 8 789 | 7,99 | 838 | 27,98 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 2 337 | −82,81 | 223 | −79,67 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 3 667 | 350 | ||||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 179 503 | 3 257,08 | 17 110 | 3 888,34 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 40 | 0,00 | 4 | 0,00 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 2 772 | 264 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 18 815 | −0,90 | 1 793 | 17,57 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 86 | 0,00 | 8 | 33,33 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 19 602 | 18,99 | 1 868 | 41,19 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2 021 | 8,71 | 193 | 28,86 | ||||
2025-08-12 | 13F | Archer Investment Corp | 61 | 6 | ||||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 44 532 | −0,02 | 4 245 | 18,58 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 1 000 339 | 20,59 | 95 | 43,94 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 12 523 | −6,89 | 1 | 0,00 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 6 951 | −0,57 | 663 | 18,00 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 2 615 | 249 | ||||||
2025-08-12 | 13F | LPL Financial LLC | Call | 4 500 | −30,77 | 429 | −18,01 | |||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 45 391 | 63,59 | 4 327 | 94,08 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 50 297 | 4,99 | 4 794 | 24,52 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 446 | −1,09 | 231 | 15,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 37 858 343 | 4,96 | 3 608 657 | 24,48 | ||||
2025-07-15 | 13F | McAdam, LLC | 18 192 | 0,92 | 1 734 | 19,75 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 53 429 | −7,35 | 5 093 | 9,88 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 |