Grundläggande statistik
| Institutionella ägare | 582 total, 582 long only, 0 short only, 0 long/short - change of −1,85% MRQ |
| Genomsnittlig portföljallokering | 1.6145 % - change of −5,89% MRQ |
| Institutionella aktier (lång) | 241 930 825 (ex 13D/G) - change of 3,40MM shares 1,43% MRQ |
| Institutionellt värde (lång) | $ 11 428 661 USD ($1000) |
Institutionellt ägande och aktieägare
WisdomTree Trust - WisdomTree Floating Rate Treasury Fund (US:USFR) har 582 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 241,930,825 aktier. Största aktieägare inkluderar Summit Trail Advisors, Llc, Jpmorgan Chase & Co, Morgan Stanley, Bank Of America Corp /de/, LPL Financial LLC, UBS Group AG, Laurel Wealth Advisors LLC, Captrust Financial Advisors, Raymond James Financial Inc, and BIP Wealth, LLC .
WisdomTree Trust - WisdomTree Floating Rate Treasury Fund (ARCA:USFR) 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 18, 2025 is 50,35 / share. Previously, on September 19, 2024, the share price was 50,36 / share. This represents a decline of 0,02% 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.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Team Financial Group, LLC | 488 819 | 14,93 | 24 592 | 14,88 | ||||
| 2025-07-22 | 13F | Acute Investment Advisory, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 10 129 | 510 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 11 990 | 137,90 | 603 | 138,34 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 256 | 13 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 27 251 | −3,90 | 1 371 | −3,93 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 377 362 | 18 985 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 594 | −0,20 | 734 | −0,14 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 20 | 0,00 | 0 | |||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 65 681 | −51,28 | 3 304 | −51,30 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 171 499 | −24,70 | 8 628 | −24,73 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 4 074 | 205 | ||||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 233 236 | 5,10 | 11 734 | 5,06 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 4 657 | 234 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 41 417 | −43,98 | 2 085 | −43,99 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 4 040 | 0,00 | 203 | 0,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 83 064 | −31,90 | 4 179 | −31,92 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 52 148 | 0,80 | 2 624 | 0,77 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 8 940 | 5,20 | 450 | 5,15 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 371 | 270 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 43 624 | 65,72 | 2 195 | 65,71 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 45 712 | −3,55 | 2 300 | −3,61 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 34 390 | 1 730 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 11 632 | 25,17 | 585 | 25,27 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1 620 823 | 0,65 | 81 544 | 0,61 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8 816 | −22,48 | 444 | −22,55 | ||||
| 2025-07-18 | 13F | Vicus Capital | 17 655 | 41,59 | 888 | 41,63 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 223 866 | 19,56 | 11 263 | 19,52 | ||||
| 2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 1 211 245 | 30,64 | 60 986 | 30,69 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 7 941 | 0,00 | 400 | 0,00 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 373 482 | 35,92 | 18 790 | 35,87 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 5 375 | 270 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 911 | 0,48 | 146 | 0,69 | ||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 70 336 | 16,21 | 3 539 | 16,15 | ||||
| 2025-08-06 | 13F | Bonfire Financial | 274 798 | 4,90 | 13 825 | 4,86 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 32 096 | −7,60 | 1 615 | −7,67 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2 176 529 | 8,82 | 109 501 | 8,78 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 7 | 0,00 | ||||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 56 055 | −4,68 | 2 820 | −4,70 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 866 380 | 15,32 | 43 588 | 15,27 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 22 782 | −20,95 | 1 146 | −20,97 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 2 264 | −46,95 | 114 | −47,20 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 33 503 | −13,36 | 1 686 | −13,41 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10 163 | −82,12 | 511 | −82,13 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 40 801 | 135,79 | 2 053 | 135,86 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 14 409 | 0,00 | 725 | −0,14 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 10 | ||||||
| 2025-07-30 | NP | CEW - WisdomTree Emerging Currency Strategy Fund N/A | 8 000 | 33,33 | 403 | 33,11 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 133 | 7 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1 170 660 | 3,65 | 58 896 | 3,61 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 8 415 | 0,00 | 423 | 0,00 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 55 | 3,77 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 98 163 | 443,66 | 4 944 | 444,49 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5 230 | 210,39 | 263 | 213,10 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 5 569 | 280 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 297 986 | −21,50 | 14 989 | −21,55 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-03-24 | NP | EATV - VegTech Plant-based Innovation & Climate ETF | 1 173 | −15,00 | 59 | −14,49 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 717 475 | −52,70 | 36 096 | −52,72 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 4 095 | 206 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 206 227 | 4,59 | 10 375 | 4,54 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 187 937 | 55,94 | 9 455 | 55,92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 24 629 | −16,37 | 1 239 | −16,40 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 25 201 | −57,66 | 1 | −50,00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 19 119 | −62,75 | 1 | −100,00 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 489 055 | 38,25 | 74 914 | 38,20 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 45 948 | 3,05 | 2 312 | 2,99 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 16 137 | 50,86 | 812 | 50,74 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 166 016 | 8 352 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 11 057 | 79,32 | 556 | 79,35 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 8 900 | 0,00 | 448 | −0,22 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 217 072 | 22,99 | 10 921 | 22,95 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 32 071 | −77,41 | 1 613 | −77,42 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 592 | −14,30 | 332 | −14,47 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 1 008 963 | −0,77 | 50 761 | −0,81 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 20 818 | −60,23 | 1 047 | −60,25 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 52 484 | 1 019,54 | 2 640 | 1 023,40 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 | −80,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | Essex LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 11 896 | −36,79 | 599 | −36,85 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 20 274 928 | −2,69 | 1 020 032 | −2,73 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 10 101 | −0,27 | 508 | −0,20 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 156 178 | −17,94 | 7 857 | −17,98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 260 520 | −6,21 | 13 107 | −6,25 | ||||
| 2025-07-24 | 13F | Fischer Investment Strategies, Llc | 22 976 | −87,64 | 1 156 | −87,65 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 39 001 | 2,65 | 1 962 | 2,62 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14 234 | 716 | ||||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 329 928 | 4,42 | 16 599 | 4,38 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 83 808 | 64,16 | 4 216 | 64,11 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 420 794 | 0,29 | 21 170 | 0,23 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14 683 | −5,99 | 739 | −6,11 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 8 340 | 67,60 | 420 | 67,60 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 115 101 | −0,19 | 5 791 | −0,22 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 49 707 | 1,34 | 2 501 | 1,30 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 66 288 | −1,46 | 3 335 | −1,51 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 150 211 | 276,94 | 7 557 | 276,91 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 45 545 | 67,63 | 2 291 | 67,59 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 205 276 | 322,54 | 10 327 | 322,37 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 27 771 | 4,45 | 1 | 0,00 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 640 | 1,05 | 83 | 1,23 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 22 842 | −7,69 | 1 149 | −7,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 828 199 | 1,25 | 796 317 | 1,21 | ||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 300 | −1,81 | 65 | −1,52 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 45 413 | 3,14 | 2 285 | 3,07 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 6 870 | −5,37 | 346 | −5,48 | ||||
| 2025-06-03 | 13F | CWM Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 266 | 164 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 127 355 | −8,07 | 6 407 | −8,10 | ||||
| 2025-04-10 | 13F | Trinity Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 526 | 135,36 | 228 | 136,46 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5 882 | −0,03 | 296 | −0,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 305 866 | 13,16 | 66 | 12,07 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 74 205 | −5,25 | 3 733 | −5,28 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 318 | 0,00 | 16 | −6,25 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 131 | 0,77 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 85 967 | −18,08 | 4 325 | −18,10 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Uniplan Investment Counsel, Inc. | 616 069 | 55,59 | 30 994 | 55,52 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 1 180 302 | −7,57 | 59 381 | −7,61 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 781 | −64,61 | 39 | −64,86 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 998 | 6,74 | 50 | 6,38 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 83 720 | −0,05 | 4 212 | −0,09 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1 088 632 | 8,72 | 54 769 | 8,68 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 497 | 0,00 | 25 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 708 479 | −8,59 | 35 644 | −8,62 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 53 998 | 6,54 | 2 717 | 135 700,00 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-29 | NP | WTSIX - WisdomTree Short-Duration Income Digital Fund N/A | 3 031 | −0,20 | 152 | 0,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 52 931 | −3,28 | 2 663 | −3,34 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 810 809 | −18,51 | 40 792 | −18,54 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 28 743 | 0,70 | 1 446 | 0,70 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 749 385 | 12,04 | 38 | 12,12 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 55 273 | −20,28 | 2 781 | −20,32 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 325 653 | −46,73 | 16 | −46,67 | ||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 494 721 | 7,73 | 75 199 | 7,69 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 85 868 | −18,19 | 4 | −20,00 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 263 542 | 3,09 | 13 259 | 3,05 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 4 763 | 1,08 | 240 | 0,84 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 229 | 257,81 | 12 | 266,67 | ||||
| 2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 47 110 | 1,94 | 2 370 | 1,89 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 146 684 | 25,02 | 7 380 | 24,81 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 145 815 | −1,79 | 7 336 | −1,83 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 5 865 | 0,00 | 295 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6 909 | −12,59 | 348 | −12,59 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 976 | 2,94 | 250 | 2,88 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 106 829 | −6,55 | 5 375 | −6,59 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9 862 | −6,02 | 496 | −6,06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 222 283 | 12,23 | 11 | 22,22 | ||||
| 2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 4 974 575 | −11,14 | 250 271 | −11,18 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 69 873 | 13,22 | 3 517 | 13,24 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 19 043 | 0,30 | 958 | 0,31 | ||||
| 2025-07-30 | NP | WTPI - WisdomTree CBOE S&P 500 PutWrite Strategy Fund N/A | 199 685 | −4,45 | 10 048 | −4,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 188 787 | 9 498 | ||||||
| 2025-07-17 | 13F | Sfm, Llc | 248 679 | 28,65 | 12 511 | 28,61 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 293 335 | −30,24 | 14 758 | −30,27 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 309 244 | −5,25 | 15 580 | −5,12 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 24 028 | 32,25 | 1 209 | 32,17 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 11 852 | 596 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12 018 | 605 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 12 009 | 1,09 | 604 | 1,17 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 28 921 | −3,29 | 1 456 | −3,26 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 31 773 | 13,43 | 1 598 | 13,41 | ||||
| 2025-05-13 | 13F | Eldridge Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 214 | 12,04 | 0 | |||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 221 655 | −35,77 | 11 156 | −35,77 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 199 678 | −57,49 | 10 046 | −57,51 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 802 | −0,16 | 191 | 0,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14 494 | −1,60 | 1 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 18 829 | 947 | ||||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 17 193 | −8,25 | 865 | −8,38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 322 | 16 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 110 839 | −4,36 | 5 576 | −4,39 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 125 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 48 726 | 0,97 | 2 451 | 0,95 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 911 | 230,80 | 146 | 231,82 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 508 939 | 14,79 | 25 604 | 14,73 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 382 | −92,47 | 19 | −92,55 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17 848 | 0,48 | 898 | 0,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 331 742 | 23,69 | 16 687 | 23,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 288 183 | −43,41 | 14 498 | −43,44 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 29 | 1 | ||||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 18 000 | 0,00 | 906 | 0,00 | ||||
| 2025-07-29 | NP | DYTA - SGI Dynamic Tactical ETF | 56 162 | 5,24 | 2 826 | 5,17 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 372 394 | 27,80 | 18 735 | 27,75 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24 064 | −58,11 | 1 | −50,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 21 799 | −0,11 | 1 097 | −0,18 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 13 866 | −26,96 | 698 | 6,74 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5 646 | 4,81 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 20 611 | −48,76 | 1 037 | −48,81 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 103 796 | −21,13 | 5 222 | −21,17 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 667 | 0,00 | 34 | 0,00 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 17 919 | 902 | ||||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 605 651 | −4,21 | 30 470 | −4,24 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 22 918 | −14,80 | 1 153 | −14,78 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 4 662 | 0,00 | 234 | 0,00 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6 036 | −66,64 | 304 | −66,70 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 58 375 | 9,65 | 2 937 | 9,59 | ||||
| 2025-07-29 | 13F | TrueMark Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 30 173 | 10,79 | 1 518 | 10,73 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 14 | 0,00 | 1 | |||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 17 670 | −5,75 | 889 | −5,93 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 697 | 0,00 | 85 | 0,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 137 195 | −38,01 | 6 902 | −38,04 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 618 653 | −14,60 | 31 124 | −14,64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 64 381 | −5,35 | 3 239 | −5,38 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 245 115 | −18,45 | 12 332 | −18,48 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 76 997 | −0,06 | 3 874 | −0,31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44 121 | −15,42 | 2 220 | −15,47 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 90 958 | 13,86 | 5 | 0,00 | ||||
| 2025-04-23 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 100 118 | −33,80 | 5 037 | −33,83 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 179 572 | 15,77 | 9 034 | 15,73 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 248 759 | 24,63 | 414 995 | 24,58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 915 074 | −10,60 | 46 037 | −10,64 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 13 364 | 0,14 | 672 | 0,15 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 14 204 | −30,86 | 715 | −30,88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 18 738 180 | −0,17 | 942 718 | −0,21 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 42 643 | −0,64 | 2 145 | −0,65 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 19 284 | −19,26 | 970 | −19,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 287 828 | −6,13 | 14 481 | −6,16 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 113 748 | −25,42 | 5 723 | −25,46 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 755 | 38 | ||||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 263 419 | 19,85 | 13 253 | 19,80 | ||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 414 813 | 12,81 | 20 869 | 12,77 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 40 937 | 2 060 | ||||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 286 331 | 45,29 | 14 405 | 45,23 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 5 015 | 0,00 | 252 | 0,00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 342 559 | −41,14 | 17 234 | −41,16 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 161 958 | 101,18 | 8 148 | 101,14 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Haven Private, LLC | 261 883 | 228,48 | 13 175 | 228,39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 739 184 | −2,65 | 87 498 | −2,72 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 582 438 | 4,68 | 230 527 | 4,84 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | MBA Advisors LLC | 51 227 | −43,91 | 2 577 | −43,94 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 697 312 | −17,62 | 35 082 | −17,65 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 161 368 | −50,37 | 8 | −50,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 42 472 | −3,33 | 2 137 | −3,39 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 28 010 | 1 | ||||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 8 792 | 3,63 | 442 | 3,51 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 12 271 | 617 | ||||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 139 787 | 9,66 | 7 033 | 9,62 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 12 633 | 194,13 | 636 | 193,98 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 39 445 | 206,23 | 1 984 | 206,17 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 150 680 | 7 581 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 808 | 242 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 46 440 | −62,55 | 2 336 | −62,57 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 463 131 | 62,98 | 23 300 | 62,91 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 6 250 | 0,00 | 314 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 253 | 12,22 | 1 120 | 12,12 | ||||
| 2025-07-28 | 13F | Capital Management Corp /va | 192 210 | −5,25 | 9 670 | −5,29 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 51 784 | 41,53 | 2 605 | 41,50 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 118 548 | −41,81 | 5 964 | −41,83 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4 055 | 204 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 423 | 22,04 | 1 933 | 22,03 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 194 357 | 10,90 | 9 778 | 10,86 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 19 542 | −3,23 | 983 | −3,25 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 214 618 | 31,50 | 10 797 | 31,45 | ||||
| 2025-07-30 | NP | USDU - WisdomTree Bloomberg U.S. Dollar Bullish Fund N/A | 143 500 | −52,40 | 7 221 | −52,45 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 325 577 | 15,99 | 16 380 | 15,97 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 074 280 | 16,01 | 54 047 | 15,96 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 24 752 | 140,97 | 1 | |||||
| 2025-08-11 | 13F | Tidemark, LLC | 246 | −44,84 | 12 | −45,45 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19 166 | 14,26 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 6 377 662 | 0,21 | 320 860 | 0,17 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 38 623 | −4,93 | 1 943 | −4,94 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 4 000 | 201 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 153 | 0,00 | 8 | 0,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 8 560 | −12,35 | 431 | −12,42 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 9 045 | 0,00 | 456 | 0,22 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 154 429 | 47,06 | 7 769 | 47,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 271 377 | −0,68 | 13 653 | −0,73 | ||||
| 2025-08-14 | 13F | Bank of Marin | 22 459 | 1 130 | ||||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 10 569 | 9,92 | 532 | 9,94 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 570 886 | 13,11 | 28 721 | 13,06 | ||||
| 2025-07-29 | 13F | Carmel Capital Partners, LLC | 596 792 | −14,08 | 30 025 | −14,12 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 195 521 | 1,13 | 9 864 | 1,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 394 149 | 19 830 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 6 052 | 0,00 | 305 | 0,00 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 499 748 | 51,25 | 25 142 | 51,19 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 22 320 | 2 876,00 | 1 123 | 2 932,43 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 17 989 | −50,87 | 905 | −50,87 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 64 963 | 147,05 | 3 270 | 147,09 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11 332 | −2,03 | 570 | −2,06 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 8 890 | 447 | ||||||
| 2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 22 000 | −6,38 | 1 106 | −6,51 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 7 462 | −9,63 | 375 | −9,64 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 19 875 | 1 002 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 85 253 | −14,83 | 4 289 | −14,87 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 5 474 972 | −5,06 | 275 446 | −5,10 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 82 834 | −23,85 | 4 166 | −23,97 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 300 | 0,00 | 15 | 0,00 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 252 879 | 35,56 | 12 722 | 35,51 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 414 856 | 20 871 | ||||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 25 146 | 4,00 | 1 265 | 4,03 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 119 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 30 424 | −24,40 | 1 531 | −24,44 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 175 454 | 473,25 | 8 827 | 473,18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 70 685 | −51,94 | 3 556 | −51,96 | ||||
| 2025-05-13 | 13F | Camden Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Activest Wealth Management | 138 054 | −0,57 | 6 946 | −0,62 | ||||
| 2025-07-30 | NP | GCC - WisdomTree Enhanced Commodity Strategy Fund N/A | 107 807 | −12,90 | 5 425 | −12,98 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 13 127 | 32,24 | 660 | 32,26 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 015 | 1,40 | 51 | 2,00 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 167 470 | 38,94 | 8 429 | 38,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 267 364 | 2,16 | 13 451 | 2,12 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 30 622 | −2,75 | 1 541 | −2,78 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 060 957 | 13,71 | 103 689 | 13,67 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 92 388 | −2,48 | 4 648 | −2,52 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 16 166 | −50,45 | 813 | −50,49 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 7 500 | 377 | ||||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 26 643 | −1,24 | 1 | 0,00 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 11 242 | 0,00 | 566 | 0,00 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 5 063 | 11,47 | 255 | 11,40 | ||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 18 922 | −9,88 | 952 | −9,85 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 418 448 | −3,33 | 21 052 | −3,36 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 300 097 | −14,20 | 65 408 | −14,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 214 620 | 7,79 | 10 798 | 7,74 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 4 960 | −0,70 | 250 | −0,80 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14 791 | 1,61 | 744 | 1,64 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4 667 | 235 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 5 130 | 258 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 35 084 | 0,91 | 1 765 | 0,86 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5 959 | −20,44 | 300 | −20,48 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares Active Yield ETF | 7 418 | −67,17 | 373 | −67,19 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 17 688 | 11,46 | 890 | 11,40 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 6 367 | 8,97 | 320 | 8,84 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 257 177 | 2,18 | 12 939 | 2,14 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 173 | −99,87 | 59 | −99,87 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 7 381 | 0,00 | 371 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 833 043 | −2,56 | 41 910 | −2,60 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 27 564 | −2,30 | 1 387 | −2,33 | ||||
| 2025-08-12 | 13F | Main Management LLC | 3 043 | −9,33 | 0 | |||||
| 2025-07-31 | 13F | CAP Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 32 917 | 1,08 | 1 656 | 1,10 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 494 472 | 4,14 | 24 887 | 4,16 | ||||
| 2025-04-29 | 13F | CoreFirst Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 7 477 626 | 5 028,76 | 149 | −97,98 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 27 893 | −82,56 | 1 403 | −82,57 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 5 267 | 0,00 | 265 | −0,38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 | 0 | ||||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 6 000 | 0,00 | 302 | 0,00 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 8 697 | 58,10 | 438 | 58,33 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 275 437 | 88,31 | 13 857 | 88,12 | ||||
| 2025-07-30 | NP | WTMF - WisdomTree Managed Futures Strategy Fund N/A | 136 563 | −5,27 | 6 872 | −5,35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 95 | −61,38 | 5 | −66,67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 002 | −34,49 | 755 | −34,55 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 27 874 | 1 402 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 4 976 | −23,90 | 250 | −24,01 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 13 083 | −0,42 | 658 | −0,45 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 19 952 | 13,49 | 1 004 | 13,46 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 49 566 | 2,51 | 2 494 | 2,47 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 13 664 | 3,27 | 687 | 3,31 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 134 | −8,22 | 7 | −14,29 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 57 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 144 599 | −14,61 | 7 275 | −14,64 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 65 280 | −31,15 | 3 284 | −31,18 | ||||
| 2025-05-07 | 13F | Security Financial Services, INC. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | ADAR1 Capital Management, LLC | 10 000 | 0,00 | 503 | 0,00 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 15 505 | 0,00 | 780 | 0,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 1 439 759 | 1,80 | 72 434 | 1,76 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 2 615 438 | 12,27 | 131 583 | 12,22 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wealth Effects Llc | 6 024 | 303 | ||||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 400 136 | −2,76 | 20 131 | −2,80 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 43 800 | 14,11 | 2 204 | 14,09 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 560 | −75,40 | 380 | −75,42 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 608 | 232 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 338 567 | −13,13 | 17 030 | −13,18 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 600 907 | 6,45 | 30 232 | 6,41 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 14 370 | −8,90 | 723 | −8,95 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 81 172 | −39,69 | 4 084 | −39,72 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 889 | −59,59 | 145 | −59,61 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 15 240 | −2,79 | 767 | −2,79 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 672 | −0,74 | 34 | −2,94 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 684 648 | 3,59 | 34 | 3,03 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 2 036 000 | 4,90 | 14 428 | 49,63 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 249 153 | 0,94 | 12 535 | 0,90 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 670 826 | −10,74 | 33 749 | −10,78 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 14 234 | 244,98 | 716 | 245,89 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 67 660 | 2,70 | 3 404 | 2,65 | ||||
| 2025-08-05 | 13F | Garrison Bradford & Associates Inc | 23 700 | −11,73 | 1 192 | −11,77 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 90 990 | 5 | ||||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 955 512 | 26,08 | 48 072 | 26,03 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 056 | −54,07 | 53 | −53,91 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 15 651 | 787 | ||||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 9 257 | 0,29 | 466 | 0,22 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 5 000 | 0,00 | 252 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 28 | −36,36 | 1 | −50,00 | ||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 140 709 | 14,60 | 7 079 | 14,57 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 265 204 | 22,02 | 13 342 | 21,97 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 129 623 | −12,67 | 6 521 | −12,70 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 138 356 | 10,29 | 6 961 | 10,25 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 25 365 | −63,84 | 1 276 | −63,85 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 199 947 | −41,88 | 10 059 | −41,90 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 658 721 | 25,29 | 33 140 | 25,24 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 336 | 0,00 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 34 745 | −8,79 | 1 748 | −8,82 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 6 000 | 302 | ||||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 58 828 | −0,61 | 2 960 | −0,64 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 288 | 2,17 | 367 | 1,95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 18 293 | −1,44 | 920 | −1,50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 99 | 5 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 842 | 93 | ||||||
| 2025-07-25 | 13F | Prostatis Group LLC | 6 427 | 8,02 | 323 | 8,03 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 199 218 | 10 023 | ||||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4 649 | −1,17 | 234 | −0,85 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 10 531 | −19,14 | 530 | −19,24 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 84 950 | 29,62 | 4 274 | 29,56 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 253 909 | 130,24 | 12 774 | 130,16 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 5 658 | −26,00 | 285 | −26,04 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 77 150 | −27,18 | 3 881 | −27,21 | ||||
| 2025-07-08 | 13F | Parisi Gray Wealth Management | 200 410 | −7,83 | 10 083 | −7,87 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 18 231 | 91,80 | 917 | 91,84 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 110 105 | −1,34 | 5 539 | −1,37 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 62 358 | −0,70 | 3 137 | −0,73 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 83 378 | 2,34 | 4 195 | 2,29 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 22 399 | 0,16 | 1 127 | 0,09 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 11 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 451 | 3,09 | 375 | 3,03 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 28 438 | −44,31 | 1 431 | −44,34 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 168 677 | −66,84 | 8 486 | −66,85 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 295 888 | 90,18 | 14 883 | 89,88 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 93 775 | −21,45 | 4 718 | −21,49 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 074 | 1,34 | 255 | 1,59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 150 212 | 5,67 | 7 528 | 5,23 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 43 218 | −1,43 | 2 174 | −1,45 | ||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 651 001 | 58,06 | 32 752 | 58,00 | ||||
| 2025-05-13 | 13F | American Money Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Financial Services Advisory Inc | 7 895 | 0,00 | 397 | 0,00 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 550 875 | −40,46 | 27 715 | −40,49 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 60 755 | −56,44 | 3 057 | −56,47 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 15 587 844 | 21,83 | 784 224 | 21,79 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 44 | 0,00 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 88 238 | −1,48 | 4 441 | −1,46 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 213 068 | −1,78 | 10 719 | −1,81 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 731 499 | 260,98 | 36 802 | 260,83 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 38 026 | −0,41 | 1 913 | −0,42 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 595 | 0,00 | 30 | 0,00 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 170 168 | −30,55 | 8 561 | −30,56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 109 247 | −44,18 | 5 496 | −44,20 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 18 510 | −36,27 | 931 | −36,28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 69 659 | −5,18 | 3 505 | −5,22 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 88 002 | 13,91 | 4 427 | 13,86 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 27 048 | −48,71 | 1 361 | −48,76 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 505 756 | 6,81 | 25 445 | 6,77 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 42 866 | 8,09 | 2 157 | 8,02 | ||||
| 2025-04-29 | 13F | Richard Bernstein Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 38 794 | −3,06 | 1 952 | −3,13 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 33 881 | 50,90 | 1 705 | 50,80 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Melfa Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 31 655 | 85,59 | 1 593 | 85,55 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 257 570 | −4,83 | 12 958 | −4,91 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 72 444 | −1,39 | 3 645 | −1,43 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 221 | 0,00 | 11 | 0,00 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 6 720 | −62,07 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 218 166 | 0,65 | 10 976 | 0,61 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 21 312 | 15,96 | 1 072 | 15,89 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 89 631 | 6,00 | 4 509 | 5,97 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 149 676 | 5,60 | 7 530 | 5,62 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 15 044 | 55,22 | 1 | |||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 34 779 | −20,63 | 1 750 | −20,68 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 9 932 | −6,65 | 500 | −6,73 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 104 069 | 5,32 | 5 236 | 5,27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 502 | 16,82 | 327 | 16,79 | ||||
| 2025-07-10 | 13F | Guided Capital Wealth Management, LLC | 238 750 | −12,78 | 12 012 | −12,82 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 14 922 | 10,85 | 751 | 10,78 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 282 | 0,00 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 3 580 | 0,00 | 180 | 0,00 | ||||
| 2025-08-14 | 13F | LWM Advisory Services, LLC | 83 960 | 2,03 | 4 224 | 2,00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 85 876 | 1,65 | 4 320 | 1,60 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 31 536 | −80,46 | 1 587 | −80,47 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 444 514 | −10,94 | 22 364 | −10,98 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 188 015 | 21,57 | 9 459 | 21,52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 410 966 | 2,07 | 171 604 | 2,02 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 9 900 | 0,00 | 498 | 0,00 | ||||
| 2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 6 430 | −25,48 | 323 | −25,58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Private Client Services, Llc | 11 732 | 59,49 | 590 | 59,46 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 11 340 | 0,16 | 571 | 0,18 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 440 | 1,15 | 22 | 4,76 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 732 | 0,00 | 87 | 0,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 15 440 | 22,46 | 777 | 22,40 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 50 860 | −16,79 | 2 559 | −16,81 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 24 947 | 10,12 | 1 255 | 10,09 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 18 838 | 53,04 | 948 | 52,99 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 32 822 | 137,32 | 1 651 | 137,21 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 220 859 | −10,22 | 11 111 | −10,25 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 799 787 | 2,44 | 40 253 | 2,44 | ||||
| 2025-08-28 | NP | MFUL - Mindful Conservative ETF | 57 038 | −3,17 | 2 870 | −3,21 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 75 937 | 8,68 | 3 820 | 8,65 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 198 | 0,00 | 60 | 0,00 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 19 509 | −11,47 | 981 | −11,54 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 182 406 | −10,08 | 9 181 | −10,08 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 63 996 | 37,77 | 3 220 | 37,74 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 695 | 0,00 | 35 | 0,00 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 22 741 | 10,96 | 1 144 | 10,86 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 131 797 | −11,41 | 6 631 | −11,46 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 418 540 | 12,23 | 71 | 12,70 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 866 224 | −10,56 | 43 580 | −10,60 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19 267 | 1 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 24 651 | 131,33 | 1 240 | 131,34 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1 253 | 0,00 | 63 | 0,00 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 11 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 205 741 | 19,81 | 10 351 | 19,76 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 43 132 | −70,10 | 2 170 | −70,13 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 583 | 80 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 36 094 | 151,81 | 1 816 | 151,73 | ||||
| 2025-04-21 | 13F | HCR Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 19 514 | −13,47 | 982 | −13,49 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70 876 | 3 566 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 672 397 | −12,47 | 33 828 | −12,51 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 616 360 | −41,84 | 31 009 | −41,86 | ||||
| 2025-04-21 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 20 000 | 1 007 | ||||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 27 131 | −6,91 | 1 365 | −6,96 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 44 094 | 324,84 | 2 218 | 324,90 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 963 911 | 11,01 | 350 354 | 10,96 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 308 | 8,80 | 468 | 8,84 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 615 691 | −3,01 | 30 975 | −3,05 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 59 | 3 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 96 483 | 264,57 | 4 854 | 264,69 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 4 937 | −17,55 | 248 | −17,61 | ||||
| 2025-04-28 | NP | RISN - Inspire Tactical Balanced ESG ETF | 484 641 | 35,51 | 24 407 | 35,68 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 152 406 | 27,65 | 7 668 | 27,59 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 607 | 0,41 | 232 | 0,43 | ||||
| 2025-07-16 | 13F | Novem Group | 359 843 | 85,38 | 18 104 | 85,31 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 10 190 | −22,11 | 513 | −22,19 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 478 865 | −6,51 | 24 092 | −6,54 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 17 112 | 4,13 | 861 | 3,99 | ||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Community Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7 389 | 0,00 | 372 | 0,00 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 210 150 | −44,74 | 10 573 | −44,77 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 22 700 | 20,11 | 1 142 | 20,08 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 28 251 | 13,24 | 1 421 | 13,23 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 356 350 | 61,63 | 68 238 | 61,57 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 931 709 | 42,55 | 46 874 | 42,49 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 149 754 | 50,56 | 8 | 40,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 22 954 | −3,73 | 1 155 | −3,83 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 45 649 | 132,22 | 2 297 | 132,15 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 24 149 | −13,26 | 1 215 | −13,35 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 94 945 | 18,91 | 4 777 | 18,87 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 12 318 | 2,29 | 620 | 1,98 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 59 660 | −4,08 | 3 001 | −4,12 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 35 125 | −60,11 | 1 767 | −60,12 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 36 155 | −42,86 | 1 819 | −42,90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 311 914 | −3,92 | 15 692 | −3,96 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21 220 | −9,62 | 1 068 | −9,65 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 33 761 | 7,97 | 1 699 | 7,95 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 23 540 | 0,00 | 1 184 | 0,00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 12 899 | 0,00 | 649 | −0,15 | ||||
| 2025-07-25 | 13F | 1858 Wealth Management, Llc | 60 867 | 3 062 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 86 587 | 13,23 | 4 356 | 13,20 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 1 051 232 | −15,72 | 52 887 | −15,75 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 321 802 | −13,73 | 16 190 | −13,81 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 252 | 6,95 | 415 | 6,96 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 8 562 | 16,82 | 431 | 16,85 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 32 222 | 3,04 | 1 621 | 3,05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 111 926 | 68,88 | 5 631 | 68,82 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 282 984 | 14,18 | 14 237 | 14,13 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 6 796 | −51,73 | 342 | −51,84 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 16 327 | 821 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 483 270 | −28,58 | 24 313 | −28,61 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 224 281 | −1,65 | 11 284 | −1,69 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 26 897 | −4,23 | 1 353 | −4,25 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 857 092 | −21,22 | 93 430 | −21,25 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 9 892 | 12,01 | 498 | 11,94 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 76 284 | 39,68 | 3 838 | 39,63 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 714 063 | 1,96 | 35 924 | 1,92 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 87 911 | −24,77 | 4 423 | −24,81 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 6 456 | 34,67 | 325 | 34,44 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 931 | 298 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 112 643 | 0,86 | 5 667 | 0,84 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 130 313 | 0,16 | 6 556 | 0,12 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 108 | −0,22 | 156 | 0,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 7 213 | −47,09 | 363 | −47,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 588 826 | 1,05 | 79 934 | 1,01 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 533 436 | 136,21 | 26 837 | 136,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 363 322 | 8,29 | 169 209 | 8,24 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12 832 | −1,96 | 646 | −1,98 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 620 611 | −2,09 | 31 223 | −2,13 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 20 713 | 115,00 | 1 046 | 115,91 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 567 119 | −8,04 | 78 842 | −8,07 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 29 912 | 11,77 | 1 505 | 11,74 | ||||
| 2025-08-12 | 13F | Prudential Plc | 4 000 | 0,00 | 201 | 0,00 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 7 459 | −10,06 | 375 | −10,07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 191 366 | 9,35 | 9 628 | 9,31 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 387 410 | 239,32 | 19 491 | 239,19 | ||||
| 2025-07-09 | 13F | Leibman Financial Services, Inc. | 195 937 | −32,70 | 9 858 | −32,74 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 21 825 | 294,17 | 1 098 | 294,96 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 40 624 | −3,30 | 2 044 | −3,36 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 51 592 | −33,12 | 2 596 | −33,15 | ||||
| 2025-08-08 | 13F | Client First Capital LLC | 415 331 | 4 053,31 | 20 895 | 4 054,08 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 117 671 | −2,78 | 5 920 | −2,81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 426 950 | −17,23 | 21 480 | −17,26 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 200 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 53 539 | −67,41 | 2 694 | −67,43 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1 876 | 4,40 | 94 | 4,44 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 673 231 | −1,65 | 33 870 | −1,69 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 315 626 | −8,08 | 15 879 | −8,11 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 6 528 | 8,60 | 328 | 8,61 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 57 038 | −3,17 | 2 870 | −3,21 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 22 337 497 | −18,32 | 1 123 799 | −18,35 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 44 206 | −13,59 | 2 224 | −13,60 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 263 929 | 0,44 | 13 278 | 0,40 | ||||
| 2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 111 080 | −11,54 | 5 591 | −11,54 | ||||
| 2025-05-14 | 13F | Triad Wealth Partners, LLC | 0 | −100,00 | 0 |
