Grundläggande statistik
Institutionella ägare | 864 total, 864 long only, 0 short only, 0 long/short - change of 1,40% MRQ |
Genomsnittlig portföljallokering | 0.3569 % - change of −5,65% MRQ |
Institutionella aktier (lång) | 81 967 894 (ex 13D/G) - change of 7,84MM shares 10,57% MRQ |
Institutionellt värde (lång) | $ 8 480 410 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares Short-Term National Muni Bond ETF (US:SUB) har 864 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 81,967,894 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Morgan Stanley, Envestnet Asset Management Inc, Bank of New York Mellon Corp, Tiaa Trust, National Association, Sei Investments Co, Creative Planning, Captrust Financial Advisors, and Citigroup Inc .
iShares Trust - iShares Short-Term National Muni Bond ETF (ARCA:SUB) 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 10, 2025 is 107,20 / share. Previously, on September 11, 2024, the share price was 105,93 / share. This represents an increase of 1,20% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
---|---|---|---|---|---|---|---|---|
2025-04-21 | Bank of New York Mellon Corp | 5,155,033 | 4,326,731 | -16.07 | 5.20 | -18.75 |
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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Load AllFil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Financial Life Advisors | 2 425 | −7,51 | 258 | −6,88 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 4 631 | 9,35 | 492 | 10,07 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 56 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 6 581 | 60,63 | 700 | 61,81 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 706 | 10,31 | 289 | 12,02 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 18 135 | 0,78 | 1 928 | 1,47 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 3 557 | 5,05 | 378 | 5,88 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 290 | −27,87 | 456 | −27,39 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 51 310 | 5 | ||||||
2025-05-13 | 13F | LifePlan Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 5 197 326 | 20,12 | 552 684 | 20,96 | ||||
2025-08-13 | 13F | Certior Financial Group, Llc | 12 707 | 4,69 | 1 351 | 5,46 | ||||
2025-08-14 | 13F | Vista Investment Management | 7 588 | 0,00 | 807 | 0,62 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | RMR Wealth Builders | 255 040 | 6,55 | 27 121 | 7,30 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 81 485 | 8 665 | ||||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 2 517 | −31,00 | 268 | −30,39 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 60 557 | 27,02 | 6 440 | 27,91 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 115 | 0,88 | 12 | 0,00 | ||||
2025-07-31 | 13F | GenTrust, LLC | 13 724 | −51,33 | 1 459 | −50,99 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 317 | 0,00 | 246 | 0,82 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 2 550 | 4,94 | 271 | 5,86 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 298 896 | 8,49 | 31 785 | 9,25 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 300 | −26,65 | 32 | −27,91 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 4 055 | −8,67 | 431 | −8,12 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4 226 | 0,09 | 0 | |||||
2025-08-04 | 13F | One Day In July LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | CAP Partners, LLC | 2 940 | 3,45 | 313 | 4,00 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 6 392 | 86,79 | 680 | 88,09 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 5 330 | −6,65 | 567 | −5,98 | ||||
2025-04-14 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Postrock Partners Llc | 8 400 | 0,00 | 893 | 0,68 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 231 557 | −20,36 | 24 608 | −19,86 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 2 702 | 0,00 | 287 | 0,70 | ||||
2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 11 278 | 0,00 | 1 199 | 0,76 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 424 | 0,26 | 364 | 1,11 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7 285 | 3,95 | 775 | 4,59 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 31 013 | 1,31 | 3 298 | 2,01 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 7 505 | 5,45 | 798 | 6,26 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 45 056 | −6,10 | 4 791 | −5,45 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 65 765 | 37,27 | 6 993 | 38,23 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 4 018 | 89,26 | 427 | 90,63 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 9 346 | 0,00 | 994 | 0,71 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 2 419 | −8,16 | 257 | −7,55 | ||||
2025-07-30 | 13F | Citizens & Northern Corp | 5 929 | 0,00 | 630 | 0,64 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 160 | 0,00 | 123 | 0,82 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 10 684 | 59,68 | 1 136 | 60,91 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 90 007 | 48,23 | 10 | 50,00 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 7 907 | 841 | ||||||
2025-07-02 | 13F | Dentgroup LLC | 1 921 | 204 | ||||||
2025-08-01 | 13F | First National Trust Co | 11 537 | −7,54 | 1 227 | −6,91 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 36 | 4 | ||||||
2025-05-02 | 13F | Forum Financial Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 29 346 | −32,60 | 3 121 | −32,13 | ||||
2025-05-08 | 13F | Arkadios Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Old National Bancorp /in/ | 310 219 | 3,67 | 32 989 | 4,39 | ||||
2025-08-15 | 13F | Hayek Kallen Investment Management | 3 425 | 0,00 | 0 | |||||
2025-08-13 | 13F | Maia Wealth LLC | 4 452 | 31,40 | 473 | 32,87 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 881 | 19,54 | 94 | 20,78 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 4 694 | −2,07 | 499 | −1,38 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 18 168 | −12,62 | 1 932 | −12,03 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 2 927 | 0,00 | 311 | 0,65 | ||||
2025-08-05 | 13F | Code Waechter LLC | 5 893 | 0,00 | 627 | |||||
2025-08-05 | 13F | Hunter Associates Investment Management Llc | 5 000 | 0,00 | 1 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 6 142 | 70,37 | 653 | 71,84 | ||||
2025-07-18 | 13F | Ewa, Llc | 2 121 | 226 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Tompkins Financial Corp | 26 952 | 0,00 | 2 866 | 0,70 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 4 925 | −10,70 | 524 | −10,14 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 1 591 | −72,74 | 166 | −72,83 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 668 997 | 2,09 | 71 | 2,90 | ||||
2025-07-30 | 13F | Green Square Capital Advisors Llc | 3 540 | 0,00 | 376 | 0,80 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 51 244 | −0,79 | 5 449 | −0,09 | ||||
2025-05-01 | 13F | Auour Investments LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Creative Planning | 2 636 435 | 2,76 | 280 359 | 3,48 | ||||
2025-07-15 | 13F | McAdam, LLC | 14 432 | −4,39 | 1 535 | −3,76 | ||||
2025-05-15 | 13F | First Manhattan Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 5 131 | −10,47 | 546 | −9,92 | ||||
2025-04-11 | 13F | Harbor Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | U S Global Investors Inc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Baron Financial Group, LLC | 39 210 | −1,67 | 4 170 | −0,97 | ||||
2025-07-21 | 13F | Mattern Capital Management, Llc | 2 672 | −0,04 | 284 | 0,71 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 748 | −0,66 | 399 | 0,00 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 23 262 | 0,02 | 2 474 | 0,73 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 3 | 0,00 | 0 | |||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 33 627 | 3,05 | 3 576 | 3,77 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 94 867 | −18,15 | 10 | −16,67 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 11 731 | −7,13 | 1 247 | −6,45 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6 300 | 670 | ||||||
2025-08-08 | 13F | City Of London Investment Management Co Ltd | 130 304 | 13 857 | ||||||
2025-08-14 | 13F | Quantinno Capital Management LP | 12 669 | −4,51 | 1 347 | −3,85 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 107 503 | 1,60 | 11 432 | 2,31 | ||||
2025-07-24 | 13F | Lindenwold Advisors | 43 667 | −1,85 | 4 644 | −1,15 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 2 034 | 0,54 | 216 | 1,41 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 35 050 | 0,22 | 3 727 | 0,92 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 143 333 | −2,11 | 15 242 | −1,42 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 4 000 | 0,00 | 425 | 0,71 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 1 305 | 0,00 | 139 | 0,73 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 45 166 | 0,29 | 4 803 | 1,01 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 31 774 | 7,88 | 3 379 | 8,62 | ||||
2025-08-12 | 13F | Ade, Llc | 19 723 | −19,32 | 2 097 | −18,75 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 2 840 | 28,51 | 302 | 29,61 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 5 961 | 29,28 | 636 | 30,86 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 8 541 | 0,00 | 908 | 0,78 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1 251 | 0,00 | 133 | 0,76 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 61 | 0,00 | 6 | 0,00 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 3 126 | 332 | ||||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 5 119 | −50,99 | 544 | −50,64 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 2 990 | 26,86 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 4 022 | 303,82 | 428 | 306,67 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | BIP Wealth, LLC | 39 004 | 49,70 | 4 148 | 50,75 | ||||
2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Quent Capital, LLC | 81 975 | −12,39 | 8 717 | −11,78 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 010 | −25,83 | 214 | −25,52 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 16 709 | 7,01 | 1 776 | 8,56 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 5 026 | −5,33 | 534 | −4,64 | ||||
2025-08-11 | 13F | Citigroup Inc | 1 277 407 | 21,45 | 135 839 | 22,30 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 102 775 | 7,78 | 10 929 | 8,54 | ||||
2025-07-09 | 13F | High Probability Advisors, LLC | 1 950 | 0,00 | 207 | 0,98 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 641 | 61,06 | 68 | 61,90 | ||||
2025-08-26 | 13F | Nautilus Advisors LLC | 2 370 | 0,00 | 252 | 0,80 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 46 870 | −14,04 | 4 984 | −13,44 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 6 382 | 0,06 | 679 | 0,89 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 332 223 | 5,69 | 35 325 | 7,06 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1 851 | 167,10 | 197 | 168,49 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 668 165 | 43,95 | 71 053 | 44,95 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 2 367 | 0,00 | 252 | 0,80 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 708 | 20,72 | 1 458 | 21,52 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2 457 | −0,04 | 261 | 0,77 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 3 268 | 0,00 | 348 | 0,58 | ||||
2025-05-13 | 13F | Horizon Investments, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Stone Point Wealth LLC | 24 024 | 1,91 | 2 555 | 2,61 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 6 077 | 41,82 | 646 | 42,92 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 625 | 0,00 | 66 | 0,00 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 1 935 | 0,00 | 206 | 0,49 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 1 417 | 0,00 | 151 | 0,67 | ||||
2025-07-29 | 13F | Curbstone Financial Management Corp | 37 600 | 3,72 | 3 998 | 4,44 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 11 450 | 0,00 | 1 218 | 0,66 | ||||
2025-07-21 | 13F | Life Planning Partners, Inc | 51 484 | −7,79 | 5 475 | −7,14 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 565 | 3,52 | 592 | 4,23 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 2 368 | 3,54 | 252 | 4,15 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 18 619 | 1 980 | ||||||
2025-07-22 | 13F | Grimes & Company, Inc. | 547 610 | 10 878,55 | 58 233 | 10 970,72 | ||||
2025-06-23 | NP | PTEAX - Tax-Exempt Bond Fund formerly Tax-Exempt Bond Fund I Class A | 374 | 0,00 | 39 | 0,00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 264 | 0,76 | 28 | 3,70 | ||||
2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 33 444 | −2,05 | 3 543 | −2,21 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 8 728 | −10,80 | 928 | −10,16 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 691 | 10,54 | 393 | 11,36 | ||||
2025-08-12 | 13F | Fca Corp /tx | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 970 378 | 14,19 | 103 190 | 14,99 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 34 | 0,00 | 4 | 0,00 | ||||
2025-07-18 | 13F | BCO Wealth Management LLC | 23 177 | 11,04 | 2 465 | 11,80 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 61 197 | 22,96 | 6 508 | 23,82 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 10 701 | 16,54 | 1 138 | 17,46 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4 000 | 0,08 | 425 | 0,71 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 16 736 | 35,10 | 1 780 | 36,01 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 16 200 | 14,08 | 1 723 | 14,88 | ||||
2025-07-17 | 13F | Greenleaf Trust | 74 966 | −28,62 | 7 972 | −28,12 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 200 | 0,00 | 21 | 0,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 3 524 | 24,96 | 375 | 25,93 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 479 | 51 | ||||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Toroso Investments, LLC | 31 554 | −1,39 | 3 349 | −0,71 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 155 039 | 15,13 | 122 827 | 15,94 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 172 | −49,20 | 0 | |||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 39 | 0,00 | 4 | 0,00 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 507 | −17,14 | 479 | −16,55 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2 539 | 0,00 | 270 | 0,37 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 1 985 | −3,97 | 211 | −3,21 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 203 146 | −13,87 | 22 | −12,50 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 522 386 | 5,24 | 55 550 | 5,98 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 9 672 | 0,45 | 1 029 | 1,18 | ||||
2025-07-29 | 13F | Regions Financial Corp | 40 212 | 8,39 | 4 276 | 9,17 | ||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 7 593 | 0,00 | 807 | 0,75 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Credential Securities Inc. | 1 010 | 0,00 | 106 | 0,95 | ||||
2025-08-14 | 13F | Objective Capital Management, LLC | 8 082 | 36,84 | 859 | 37,88 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 11 480 | −8,46 | 1 221 | −7,85 | ||||
2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 18 985 | 0,53 | 2 019 | 1,20 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 29 172 | −5,20 | 3 102 | −4,52 | ||||
2025-07-18 | 13F | Wiser Wealth Management, Inc | 15 476 | −0,91 | 1 646 | −0,24 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 17 914 | −6,93 | 1 905 | −6,30 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 211 | −54,25 | 342 | −53,98 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 41 526 | −10,55 | 4 416 | −9,93 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 7 955 | 0,00 | 846 | 0,60 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 110 | 0,00 | 12 | 0,00 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 46 194 | −2,69 | 4 912 | −2,01 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 4 350 | 0,00 | 463 | 0,65 | ||||
2025-04-23 | 13F | TSA Wealth Managment LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Ndwm Llc | 16 907 | 219,66 | 1 798 | 222,04 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 23 403 | 3,97 | 2 485 | 4,55 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3 738 | 397 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 696 | 0,00 | 74 | 1,37 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 14 470 | 2,35 | 1 541 | 3,42 | ||||
2025-08-14 | 13F | Comerica Bank | 194 536 | 22,35 | 20 687 | 23,21 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 956 | 0,00 | 102 | 1,00 | ||||
2025-08-13 | 13F | Portfolio Design Labs, LLC | 3 060 | 325 | ||||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 2 865 | −1,44 | 305 | −0,65 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 903 | 19,92 | 96 | 21,52 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 7 520 | 13,85 | 800 | 14,63 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 5 551 | −0,32 | 590 | 0,34 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 2 431 | −0,61 | 259 | 0,00 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 11 415 | 7,79 | 1 214 | 8,50 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Envision Financial LLC | 4 175 | 43,97 | 444 | 44,77 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 787 | 41,35 | 2 530 | 42,32 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 97 864 | −1,02 | 10 407 | −0,34 | ||||
2025-08-01 | 13F | James Investment Research Inc | 31 702 | −0,55 | 3 371 | 0,15 | ||||
2025-07-16 | 13F | Plancorp, LLC | 16 748 | 26,68 | 1 781 | 27,51 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 9 101 | 60,57 | 968 | 61,71 | ||||
2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 10 738 | 0,00 | 1 142 | 0,80 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4 239 | −6,88 | 451 | −6,25 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 9 234 | 0,12 | 982 | 0,93 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 29 561 | 0,13 | 3 143 | 0,83 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 37 497 | 178,04 | 4 | 200,00 | ||||
2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 5 952 | 22,02 | 633 | 22,72 | ||||
2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 13 625 | −2,15 | 1 449 | −1,50 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 63 216 | −5,14 | 6 722 | −4,48 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 19 512 | 70,05 | 2 075 | 71,26 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 23 970 | −7,05 | 2 549 | −6,39 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 833 | 89 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 24 619 | 23,96 | 2 618 | 24,80 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 32 289 | −61,58 | 3 434 | −61,32 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 10 135 | 60,44 | 1 078 | 61,47 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 18 175 | 1,32 | 1 933 | 2,01 | ||||
2025-07-16 | 13F | American National Bank | 13 547 | −5,60 | 1 441 | −4,95 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 11 487 | 0,81 | 1 221 | 1,50 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 345 796 | 9,18 | 36 772 | 9,94 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 2 437 | −8,45 | 259 | −7,83 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Seaside Wealth Management, Inc. | 13 625 | −6,27 | 1 449 | −5,61 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 135 485 | −3,79 | 14 408 | −3,11 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 28 812 | 4,78 | 3 064 | 5,51 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 10 779 | 65,68 | 1 146 | 66,81 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 254 317 | 2,11 | 27 044 | 2,82 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 37 621 | 3,40 | 4 001 | 4,11 | ||||
2025-07-22 | 13F | Evensky & Katz LLC | 19 379 | −13,41 | 2 | 0,00 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 46 442 | −0,81 | 4 939 | −0,12 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 96 628 | 0,00 | 10 275 | 0,71 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Crewe Advisors LLC | 5 535 | 0,00 | 589 | 0,68 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 11 395 | 1 212 | ||||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1 914 | 0,00 | 204 | 0,50 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 452 | 0,00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 5 025 | 0,58 | 534 | 1,33 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 70 870 | 128,86 | 7 536 | 130,46 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 5 190 | −8,56 | 552 | −8,01 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2 035 | 0,00 | 216 | 0,93 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 65 049 | 16,52 | 6 917 | 17,34 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 17 239 | −2,53 | 1 833 | −1,82 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 50 | 0,00 | 5 | 0,00 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 2 694 | −1,75 | 286 | −0,69 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 3 824 | −30,42 | 407 | −30,00 | ||||
2025-08-07 | 13F | Midwest Trust Co | 3 421 | 364 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 1 228 | 156,90 | 131 | 160,00 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 6 333 | −0,94 | 673 | −0,30 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 375 | 0,00 | 40 | 0,00 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 10 601 | −4,83 | 1 127 | −4,17 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 7 606 | 3,88 | 809 | 4,53 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 25 325 | −7,53 | 2 693 | −6,88 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 8 749 | 29,92 | 930 | 30,80 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 21 211 | −1,96 | 2 255 | −0,88 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 16 138 | −56,95 | 1 716 | −56,64 | ||||
2025-08-14 | 13F | 10Elms LLP | 435 | 0,00 | 46 | 2,22 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 3 735 | 0,00 | 397 | 0,76 | ||||
2025-07-25 | NP | PMOAX - Opportunistic Municipal Fund Class A | 1 000 | 0,00 | 106 | −0,94 | ||||
2025-05-14 | 13F | Evergreen Wealth Solutions, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13 637 | 21,98 | 1 450 | 22,88 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 198 105 | 6,86 | 21 066 | 7,61 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 40 996 | −7,42 | 4 360 | −6,78 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 26 927 | −16,08 | 2 863 | −15,50 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 21 608 | 43,12 | 2 298 | 44,10 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 50 813 | −27,04 | 5 403 | −26,53 | ||||
2025-07-08 | 13F | IAM Advisory, LLC | 15 748 | −0,18 | 1 675 | 0,54 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 3 000 | 319 | ||||||
2025-07-08 | 13F | Webster Bank, N. A. | 11 840 | −13,77 | 1 259 | −13,11 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 3 299 | −46,25 | 351 | −45,99 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 613 408 | −7,71 | 65 230 | −7,07 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 5 | 0,00 | 1 | |||||
2025-07-10 | 13F | Marshall Financial Group LLC | 4 160 | 12,07 | 442 | 13,04 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 482 | 0,00 | 51 | 2,00 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 270 077 | 11,41 | 28 720 | 12,19 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 3 159 | 0,61 | 336 | 1,21 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40 422 | −66,18 | 4 298 | −65,95 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 2 966 | 0,00 | 315 | 0,64 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 12 679 | 3,06 | 1 348 | 3,77 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 2 092 | 0,58 | 222 | 1,37 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 3 854 | −33,34 | 410 | −32,95 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7 218 | 49,01 | 768 | 50,10 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 418 214 | 7,47 | 150 813 | 8,22 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 39 565 | 2,04 | 4 207 | 2,76 | ||||
2025-07-22 | 13F | Safir Wealth Advisors, LLC | 25 929 | −3,34 | 2 757 | −2,65 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 11 963 | −9,60 | 1 272 | −8,95 | ||||
2025-08-04 | 13F | ArborFi Advisors, LLC | 4 669 | 41,10 | 497 | 42,12 | ||||
2025-07-07 | 13F | First Community Trust Na | 2 671 | −33,57 | 284 | −33,02 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 066 | 113 | ||||||
2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0,00 | ||||||
2025-04-23 | 13F | Austin Asset Management Co Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 15 290 | 0,35 | 1 626 | 0,99 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 12 690 | 0,21 | 1 349 | 0,90 | ||||
2025-07-11 | 13F | Scott Capital Advisors, LLC | 9 314 | 9,45 | 991 | 10,36 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 804 | 0,63 | 85 | 1,19 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 85 213 | −1,47 | 9 062 | −0,78 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 26 480 | −4,92 | 2 816 | −4,25 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 75 300 | 42,13 | 8 007 | 43,14 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 5 995 | −13,84 | 637 | −13,22 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 2 015 | −31,18 | 214 | −30,74 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 97 860 | 51,39 | 10 407 | 52,47 | ||||
2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 37 918 | 25,06 | 4 032 | 25,96 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 36 639 | 8,65 | 3 896 | 9,41 | ||||
2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 2 202 | 234 | ||||||
2025-05-02 | 13F | Summit X, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 9 188 | −1,61 | 981 | −0,51 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5 609 | 6,37 | 597 | 7,19 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 117 055 | −2,01 | 12 448 | −1,33 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7 045 | 2,41 | 749 | 3,17 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 990 029 | 1,56 | 105 252 | 2,24 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 5 031 | 0,00 | 535 | 0,56 | ||||
2025-08-13 | 13F | Haverford Trust Co | 4 762 | 0,00 | 506 | 0,80 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 22 325 | −24,19 | 2 374 | −23,64 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 5 826 | 54,29 | 620 | 55,78 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 6 097 | −2,04 | 648 | −1,37 | ||||
2025-08-12 | 13F | MAI Capital Management | 24 052 | −1,48 | 2 558 | −0,81 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 397 823 | 730,75 | 42 304 | 736,71 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 3 358 | 0,00 | 357 | 0,00 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 16 555 | 0,26 | 1 760 | 0,98 | ||||
2025-08-13 | 13F | M&t Bank Corp | 88 830 | 11,46 | 9 446 | 12,23 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 11 780 | 11,87 | 1 253 | 12,69 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 24 377 | 27,16 | 2 592 | 28,06 | ||||
2025-07-15 | 13F | Carr Financial Group Corp | 19 462 | 1,79 | 2 070 | 2,48 | ||||
2025-07-29 | 13F | Swmg, Llc | 6 028 | −0,48 | 643 | 0,63 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 3 408 | 2,34 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 024 | −2,81 | 1 916 | −2,04 | ||||
2025-04-15 | 13F | Collier Financial | 1 816 | −3,81 | 192 | −4,02 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 040 | 110 | ||||||
2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Aviance Capital Partners, LLC | 8 187 | 0,04 | 871 | 0,69 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 7 202 | −61,33 | 766 | −61,09 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3 710 | 17,52 | 395 | 18,32 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17 056 | 175,72 | 1 814 | 177,64 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1 628 | 0,00 | 173 | 1,17 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 30 996 | 24,15 | 3 296 | 25,04 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 2 532 | 269 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4 907 | 11,24 | 522 | 12,04 | ||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 4 120 | 13,06 | 438 | 14,06 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 22 850 | −20,74 | 2 430 | −20,20 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 1 935 | 0,00 | 206 | 0,49 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 21 237 | −0,31 | 2 258 | 0,40 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 8 817 | 0,00 | 938 | 0,64 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 2 558 | −0,81 | 272 | 0,00 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 109 496 | 8,31 | 11 644 | 9,07 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 8 932 | −34,97 | 950 | −34,55 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 156 443 | 0,21 | 16 636 | 0,91 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 2 884 | 307 | ||||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 115 | 0,00 | 12 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 8 453 | 8,19 | 899 | 8,85 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 941 | 6,12 | 205 | 5,70 | ||||
2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 3 683 | 44,09 | 392 | 45,35 | ||||
2025-07-25 | 13F | Wealth Architects, LLC | 29 234 | 2,85 | 3 109 | 3,57 | ||||
2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 32 000 | 0,00 | 3 403 | 0,68 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 61 915 | 15,29 | 7 | 20,00 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 10 325 | 1,19 | 1 098 | 1,86 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3 293 | 0,00 | 350 | 0,86 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 19 708 | 105,29 | 2 096 | 106,81 | ||||
2025-08-14 | 13F | Colony Group, LLC | 518 520 | 1,22 | 55 139 | 1,93 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Chesapeake Wealth Management | 4 950 | 0,00 | 526 | 0,77 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 16 072 | −0,37 | 1 710 | 1,06 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 4 387 | 0,00 | 467 | 0,65 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 3 605 | −7,54 | 383 | −6,81 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 30 586 | 2,63 | 3 253 | 3,37 | ||||
2025-08-06 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 3 238 | 0,00 | 0 | |||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 16 365 | 39,24 | 1 740 | 40,21 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 6 750 | 0,00 | 718 | 0,70 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 3 211 | 43,22 | 341 | 44,49 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 381 277 | 5,11 | 40 545 | 5,85 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 659 | 0,95 | 283 | 1,81 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 17 800 | 1 893 | ||||||
2025-05-15 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 61 145 | −0,89 | 6 502 | −0,18 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 2 894 | −14,10 | 308 | −13,52 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 313 | 6,02 | 459 | 6,76 | ||||
2025-07-17 | 13F | XML Financial, LLC | 3 310 | 40,37 | 352 | 40,96 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3 149 | −0,60 | 335 | 0,00 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 51 101 | 80,73 | 5 434 | 82,04 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 37 577 | −11,51 | 3 996 | −10,91 | ||||
2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 3 504 | −31,75 | 373 | −31,37 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 53 303 | −3,29 | 6 | 0,00 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 13 254 | 118,07 | 1 409 | 119,81 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 3 000 | 0,00 | 0 | |||||
2025-07-23 | 13F | Slow Capital, Inc. | 125 882 | −26,44 | 13 386 | −25,93 | ||||
2025-07-29 | 13F | TFC Financial Management | 986 | 105 | ||||||
2025-07-30 | 13F | Wbh Advisory Inc | 5 109 | 7,24 | 543 | 7,95 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 9 545 | 385,01 | 1 015 | 390,34 | ||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 3 000 | 0,00 | 319 | 0,95 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 24 545 | 24,70 | 2 610 | 25,66 | ||||
2025-07-17 | 13F | Financial Partners Group, LLC | 3 290 | 350 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 214 | 8,08 | 23 | 10,00 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 6 756 | 0,00 | 718 | 0,70 | ||||
2025-08-08 | 13F | Bailard, Inc. | 185 745 | 322,23 | 19 752 | 325,23 | ||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 2 661 | −13,29 | 283 | −12,96 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 14 996 | 7,08 | 1 595 | 7,85 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 4 310 | 0,00 | 458 | 0,66 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 83 722 | 36,50 | 9 | 33,33 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 15 000 | −0,25 | 1 595 | 0,50 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Penney Financial, LLC | 23 205 | 0,57 | 2 468 | 1,27 | ||||
2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 2 080 | 221 | ||||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 200 505 | 13,06 | 21 322 | 13,85 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 806 | −1,59 | 86 | −1,16 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 1 339 | −64,23 | 142 | −64,05 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 16 003 | −3,17 | 1 702 | −2,52 | ||||
2025-08-05 | 13F | Allstate Corp | 20 644 | 2 195 | ||||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-15 | 13F | Kwmg, Llc | 21 691 | −17,30 | 2 307 | −16,72 | ||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 33 148 | 0,74 | 3 525 | 1,44 | ||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 12 598 | 18,87 | 1 340 | 19,66 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 134 403 | 84,93 | 14 292 | 86,24 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3 036 | 57,71 | 323 | 58,62 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 3 796 | 0,00 | 404 | 0,75 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 230 | 237 | ||||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 11 616 | −63,19 | 1 235 | −62,94 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 80 402 | −9,30 | 8 550 | −8,66 | ||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 36 201 | −3,42 | 3 850 | −2,75 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 493 800 | 49,64 | 52 511 | 50,68 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 13 241 | 1 408 | ||||||
2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 6 829 | 726 | ||||||
2025-08-12 | 13F | Dean Investment Associates, Llc | 6 650 | 0,00 | 707 | 0,71 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 157 870 | −18,58 | 16 788 | −18,01 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 181 | 0 | ||||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 18 227 | −16,62 | 1 938 | −16,03 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 44 711 | 4 755 | ||||||
2025-07-30 | 13F | Sonata Capital Group Inc | 7 736 | 25,06 | 1 | |||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 46 | −45,24 | 5 | −50,00 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 600 | 0,00 | 276 | 0,73 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 12 927 | 1 375 | ||||||
2025-07-23 | 13F | Wise Wealth Partners | 2 938 | 0,55 | 312 | 1,30 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 5 637 | 163,78 | 599 | 166,22 | ||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2 644 | 1,65 | 279 | 2,95 | ||||
2025-08-06 | 13F | Bonfire Financial | 20 037 | 33,72 | 2 131 | 34,64 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 23 151 | 1,01 | 2 462 | 1,69 | ||||
2025-08-12 | 13F | BWM Planning, LLC | 7 285 | −0,67 | 775 | 0,00 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 17 496 | 1 861 | ||||||
2025-07-24 | 13F | PDS Planning, Inc | 80 020 | 20,42 | 8 509 | 21,26 | ||||
2025-08-08 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Firestone Capital Management | 2 429 | 0,58 | 258 | 1,18 | ||||
2025-08-20 | 13F | North Dallas Bank & Trust Co | 30 561 | 3 250 | ||||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 420 | −97,44 | 45 | −97,46 | ||||
2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 27 614 | 0,00 | 2 936 | 0,69 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 278 065 | 2,16 | 29 569 | 2,88 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 2 670 | −0,52 | 284 | 0,00 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 38 274 | 2,50 | 4 070 | 3,25 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 18 025 | 0,00 | 1 917 | 0,68 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 998 | 0,00 | 212 | 0,95 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 14 601 | 23,39 | 1 553 | 24,26 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 30 995 | −2,08 | 3 296 | −1,38 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 11 603 | −56,85 | 1 234 | −56,57 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 49 086 | 11,33 | 5 220 | 12,09 | ||||
2025-07-31 | 13F | BIP Alliance, LLC | 83 457 | −1,59 | 8 875 | −0,90 | ||||
2025-07-23 | 13F | Sunbeam Capital Management, LLC | 10 204 | 0,01 | 1 085 | 0,74 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 5 297 | −6,79 | 563 | −6,17 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 70 902 | −0,45 | 7 540 | 0,25 | ||||
2025-08-14 | 13F | Avid Wealth Partners LLC | 12 072 | 29,50 | 1 284 | 30,39 | ||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 12 911 | −1,90 | 1 373 | −1,22 | ||||
2025-08-04 | 13F | Balentine LLC | 144 | −89,25 | 15 | −89,36 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 264 342 | −0,16 | 28 110 | 0,54 | ||||
2025-07-09 | 13F | Shore Point Advisors, LLC | 9 134 | −2,66 | 971 | −1,92 | ||||
2025-08-13 | 13F | Northern Trust Corp | 2 249 | −29,67 | 239 | −29,08 | ||||
2025-07-07 | 13F | Trust Co | 1 449 | −36,03 | 154 | −35,56 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12 657 | 19,39 | 1 346 | 19,88 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 66 064 | −38,32 | 7 025 | −37,89 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 600 | 76,27 | 276 | 78,06 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 33 355 | −5,46 | 3 563 | −4,35 | ||||
2025-07-11 | 13F | Diversified Trust Co | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 4 126 | −4,78 | 439 | −4,16 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 2 640 | 0,00 | 281 | 0,72 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 7 607 | 24,32 | 809 | 25,08 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 42 817 | −0,19 | 4 553 | 0,53 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 2 535 | 32,10 | 270 | 33,17 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 7 448 | −1,68 | 792 | −0,88 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 23 933 | −45,00 | 2 545 | −44,61 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 6 894 | 733 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 48 712 | −3,38 | 5 180 | −2,69 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 140 610 | 35,36 | 14 952 | 36,31 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 5 126 | 0,49 | 545 | 1,30 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 427 | 0,00 | 152 | 0,67 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 8 212 | −14,91 | 873 | −14,33 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 028 | −0,87 | 535 | 0,56 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 43 | ||||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 3 700 | 0,52 | 393 | 1,29 | ||||
2025-08-06 | 13F | Cornerstone Investment Partners, LLC | 3 861 | −9,89 | 411 | −9,29 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-24 | 13F | Forefront Analytics, LLC | 4 926 | 524 | ||||||
2025-04-11 | 13F | First Affirmative Financial Network | 8 299 | 4,73 | 876 | 4,91 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6 101 | −0,62 | 649 | 0,00 | ||||
2025-07-18 | 13F | Rogco, Lp | 21 668 | 0,19 | 2 304 | 0,92 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 79 141 | 4,02 | 8 416 | 4,74 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 9 195 | −17,31 | 978 | −16,78 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 37 437 | 12,16 | 3 981 | 12,97 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 118 | 0,00 | 13 | 0,00 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 60 505 | 6 433 | ||||||
2025-08-14 | 13F | Aqr Capital Management Llc | 5 709 | 0,00 | 607 | 0,83 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 64 591 | 15,01 | 6 869 | 15,82 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 13 503 | 77,60 | 1 436 | 78,93 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 15 878 | −4,72 | 1 688 | −4,04 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 15 181 | 12,62 | 1 614 | 13,42 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 844 | 90 | ||||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 116 067 | −3,53 | 12 343 | −2,86 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 939 | 8,22 | 525 | 9,15 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 14 607 | 0,00 | 1 542 | 0,13 | ||||
2025-07-03 | 13F | McLean Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 8 284 | 0,57 | 881 | 1,27 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 2 507 | 0,00 | 267 | 0,76 | ||||
2025-08-14 | 13F | Fmr Llc | 12 738 | 62,70 | 1 355 | 63,92 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 9 112 | 3,33 | 969 | 3,97 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12 258 | 0,38 | 1 304 | 1,09 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 239 | 0,42 | 25 | 0,00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 584 732 | 1,01 | 62 180 | 2,00 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 30 465 | 11,13 | 3 240 | 11,92 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 4 255 | −8,57 | 452 | −7,94 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 9 145 | −9,12 | 972 | −8,47 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2 851 | −56,04 | 304 | −55,49 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 10 235 | 0,00 | 1 088 | 0,74 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 168 | 1,13 | 124 | 2,48 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 39 397 | 9,43 | 4 190 | 10,21 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 11 117 | −63,79 | 1 182 | −63,54 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 49 469 | 30,95 | 5 261 | 31,86 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3 667 | −15,51 | 390 | −15,07 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 33 353 | −7,91 | 3 547 | −7,27 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 6 679 | 69,73 | 710 | 71,08 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 7 922 | 0,76 | 842 | 1,45 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51 092 | −5,35 | 5 433 | −4,68 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 8 065 | 117,39 | 858 | 119,18 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Blair William & Co/il | 34 535 | 5,24 | 3 672 | 5,97 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12 636 | 1,09 | 1 344 | 1,74 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 12 617 | 0,00 | 1 342 | 0,68 | ||||
2025-07-30 | 13F | First Interstate Bank | 1 895 | 202 | ||||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 5 277 | 4,29 | 557 | |||||
2025-07-24 | 13F | Eastern Bank | 423 | 1 264,52 | 45 | 1 366,67 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14 505 | 0,83 | 1 542 | 1,51 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 2 148 | 0,00 | 228 | 0,88 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 28 825 | 3 065 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 450 | 0,00 | 48 | 0,00 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 13 185 | 0,00 | 1 402 | 0,72 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 133 662 | 8,29 | 14 | 7,69 | ||||
2025-07-25 | 13F | Cypress Capital Group | 15 316 | 5,15 | 1 629 | 5,85 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 85 945 | −50,22 | 9 139 | −49,87 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 955 | 0,00 | 100 | 0,00 | ||||
2025-07-16 | 13F | Embree Financial Group | 2 303 | 245 | ||||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 2 685 | −18,96 | 286 | −18,34 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 7 736 | −23,79 | 823 | −23,25 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 18 914 | −2,52 | 2 011 | −1,81 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 2 591 | 276 | ||||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 68 148 | 10,33 | 7 247 | 11,10 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14 979 | −34,13 | 1 593 | −33,69 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 94 218 | 45,68 | 10 019 | 46,71 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 2 080 | 18,52 | 221 | 19,46 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 10 949 | 2,85 | 1 164 | 3,56 | ||||
2025-08-05 | 13F | McBroom & Associates, LLC | 18 843 | 0,00 | 1 990 | 0,00 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 33 036 | −3,56 | 3 513 | −2,88 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 4 432 | −24,83 | 471 | −24,28 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 290 483 | 6,79 | 30 675 | 6,92 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 18 354 | 5,96 | 1 959 | 7,05 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 4 065 | 12,42 | 432 | 13,39 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 26 576 | −31,68 | 2 826 | −31,19 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 3 296 | 0,00 | 350 | 0,57 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 159 994 | −0,25 | 17 014 | 0,45 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 16 600 | 30,71 | 1 765 | 31,62 | ||||
2025-08-07 | 13F | Nwam Llc | 11 850 | −12,58 | 1 260 | −11,95 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 68 156 | −0,07 | 7 271 | 1,45 | ||||
2025-08-14 | 13F | Betterment LLC | 216 032 | 524,89 | 23 | 633,33 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 2 916 | 0,00 | 310 | 0,98 | ||||
2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 750 | −49,94 | 186 | −49,59 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 067 | 118,95 | 645 | 120,89 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Brighton Jones Llc | 7 833 | −5,86 | 833 | −5,13 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 039 | −0,97 | 217 | −0,46 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 73 104 | 2,71 | 7 774 | 3,42 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 598 | 374,60 | 64 | 384,62 | ||||
2025-07-16 | 13F/A | CX Institutional | 8 788 | 0,00 | 1 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 137 877 | 85,71 | 14 662 | 87,00 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 63 223 | 4,26 | 6 723 | 5,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 171 641 | 1 228,49 | 18 252 | 1 238,12 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 2 210 | 235 | ||||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 31 | 3 | ||||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 7 790 | −6,94 | 828 | −6,33 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 51 373 | 11,81 | 5 463 | 12,62 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 17 696 | 4,38 | 2 | 0,00 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 22 | −65,08 | 2 | −66,67 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 18 052 | 3,59 | 1 920 | 4,29 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8 748 | 930 | ||||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 539 | 376 | ||||||
2025-08-05 | 13F | Jessup Wealth Management, Inc | 4 132 | 0,00 | 439 | 0,69 | ||||
2025-07-09 | 13F | Exchange Bank | 10 435 | 20,57 | 1 110 | 21,47 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 4 674 | −1,62 | ||||||
2025-08-15 | 13F | Morgan Stanley | 6 370 874 | 92,80 | 677 479 | 94,15 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 172 817 | 0,33 | 18 379 | 1,55 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 329 | 0,00 | 35 | 0,00 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 13 254 | 0,04 | 1 409 | 0,71 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 10 578 | 7,72 | 1 125 | 8,49 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 38 185 | −1,22 | 4 061 | −0,54 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 122 | −84,65 | 13 | −85,54 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 213 359 | −14,62 | 22 689 | −14,02 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 12 561 | 5,44 | 1 337 | 6,79 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 35 345 | −0,22 | 3 759 | 0,48 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 3 950 | 0,00 | 420 | 0,72 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 2 535 | 270 | ||||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 025 | 10 331,03 | 322 | 10 600,00 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 000 | 0,00 | 213 | 0,47 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 364 | 87,63 | 39 | 90,00 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 525 | 0 | ||||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 4 054 | 0,27 | 431 | 0,94 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 3 707 | 0,00 | 394 | 0,77 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 4 957 | 0,06 | 527 | 0,76 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 8 517 | 906 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 114 320 | −1,99 | 12 157 | −1,31 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 4 615 | 491 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 7 227 599 | 2,80 | 768 583 | 3,52 | ||||
2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Investment Partners, Ltd. | 6 803 | 723 | ||||||
2025-07-15 | 13F | Clarus Group, Inc. | 9 888 | −0,10 | 1 051 | 0,57 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 27 860 | 6,76 | 2 963 | 7,51 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 235 731 | 8,30 | 25 068 | 9,06 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 526 015 | 38,59 | 55 936 | 39,56 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Cyr Financial Inc. | 2 342 | −51,41 | 249 | −51,08 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 243 754 | 18,93 | 25 921 | 19,77 | ||||
2025-08-14 | 13F | Destination Wealth Management | 12 883 | 52,41 | 1 370 | 53,48 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 88 566 | −10,20 | 9 418 | −9,57 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 9 077 | 26,90 | 965 | 27,98 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 77 970 | 6,65 | 8 291 | 7,40 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 659 | 0,00 | 70 | 1,45 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 13 949 | −7,88 | 1 483 | −7,25 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 5 936 | 0,44 | 634 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 17 574 | 4,16 | 1 873 | 5,40 | ||||
2025-08-12 | 13F | New World Advisors LLC | 9 920 | 0,49 | 1 055 | 1,15 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 1 300 | 0,00 | 138 | 0,73 | ||||
2025-07-15 | 13F | BCS Wealth Management | 2 292 | 0,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 3 501 | −3,98 | 372 | −3,38 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 380 | 0,00 | 147 | 0,69 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 1 922 | 195,69 | 204 | 200,00 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 266 631 | 9,97 | 28 354 | 10,75 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 10 070 | 0,00 | 1 071 | 0,66 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 27 211 | −4,59 | 2 894 | −3,92 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 2 715 | −46,90 | 289 | −46,57 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 91 451 | 8,52 | 9 725 | 9,27 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 40 875 | −2,39 | 4 347 | −1,72 | ||||
2025-08-14 | 13F | Napa Wealth Management | 1 974 | 0,00 | 210 | 0,48 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 187 | −22,41 | 20 | −24,00 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 9 404 | 0,01 | 1 000 | 0,81 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 000 | 0,00 | 213 | 0,47 | ||||
2025-05-21 | 13F | Indiana Trust & Investment Management CO | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 4 255 | 0,00 | 452 | 0,67 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 113 906 | 6,72 | 12 113 | 7,46 | ||||
2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 12 162 | −0,86 | 1 293 | 0,47 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 16 337 | 7,33 | 1 737 | 8,09 | ||||
2025-07-16 | 13F | Prairiewood Capital, LLC | 8 322 | 0,00 | 885 | 0,68 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1 696 | 0,71 | ||||||
2025-08-07 | 13F | Apeiron RIA LLC | 17 332 | 0,32 | 1 843 | 1,04 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 506 | 103,52 | 2 606 | 104,96 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 6 898 621 | 4,98 | 733 599 | 5,71 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 3 048 | 0,00 | 324 | 0,93 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 5 956 | 58,49 | 633 | 59,85 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 11 160 | −0,02 | 1 187 | 0,68 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 4 879 | 0,00 | 519 | 0,58 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 569 684 | 1,88 | 60 580 | 2,59 | ||||
2025-05-14 | 13F | Heritage Wealth Partners, LLC | 7 163 | −3,29 | 756 | −3,20 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 31 178 | −0,02 | 3 315 | 0,67 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 3 525 | 0 | ||||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5 416 | −0,02 | 576 | 0,70 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 72 649 | 908 012,50 | 7 725 | |||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8 471 | 0,58 | 901 | 1,24 | ||||
2025-04-22 | 13F | Country Trust Bank | 4 | 0,00 | 0 | |||||
2025-08-14 | 13F | Wit, Llc | 418 588 | 44 513 | ||||||
2025-04-30 | 13F | True Vision MN LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 13 470 | 2,59 | 1 432 | 3,32 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 23 604 | −10,65 | 2 510 | −10,00 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 9 080 | −52,20 | 966 | −51,89 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 550 | −88,39 | 58 | −88,40 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 10 735 | −5,83 | 1 142 | −5,15 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5 503 994 | 4,39 | 585 294 | 5,12 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 4 116 | 0,51 | 438 | 1,39 | ||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 7 495 | 2,04 | 797 | 2,84 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73 148 | 34,91 | 8 | 40,00 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 6 193 | −20,34 | 659 | −19,76 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 4 710 | −1,88 | 501 | −1,19 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 599 247 | 2,88 | 63 680 | 3,53 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 2 264 | 241 | ||||||
2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 818 | −7,12 | 1 469 | −6,49 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 6 054 | 43,43 | 644 | 44,49 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 63 498 | 1,04 | 6 752 | 1,75 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 157 618 | −70,30 | 16 761 | −70,09 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 43 | 5 | ||||||
2025-08-14 | 13F | Helium Advisors LLC | 4 984 | 4,95 | 530 | 5,79 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 170 066 | −13,32 | 18 085 | −12,72 | ||||
2025-05-05 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Sachetta, LLC | 1 600 | 6,67 | 170 | 7,59 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 59 800 | −6,82 | 6 359 | −6,17 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | High Falls Advisors, Inc | 3 387 | −16,96 | 360 | −16,28 | ||||
2025-07-22 | 13F | White & Co Financial Planning Inc | 2 259 | −2,25 | 240 | −1,23 | ||||
2025-08-04 | 13F | Assetmark, Inc | 50 339 | 314,65 | 5 353 | 317,80 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 3 412 277 | 8,98 | 362 861 | 9,74 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 50 317 | 2,22 | 5 351 | 2,92 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 073 | 220 | ||||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 6 842 | 7,43 | 728 | 8,18 | ||||
2025-08-14 | 13F | Mariner, LLC | 818 504 | −1,36 | 87 040 | −0,67 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 88 007 | 29,79 | 9 359 | 30,70 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 959 | 208 | ||||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 5 477 | −9,80 | 582 | −9,20 |