Grundläggande statistik
| Institutionella ägare | 1354 total, 1350 long only, 1 short only, 3 long/short - change of 0,07% MRQ |
| Genomsnittlig portföljallokering | 0.7499 % - change of −3,83% MRQ |
| Institutionella aktier (lång) | 191 189 493 (ex 13D/G) - change of −8,72MM shares −4,36% MRQ |
| Institutionellt värde (lång) | $ 17 216 107 USD ($1000) |
Institutionellt ägande och aktieägare
iShares Trust - iShares MSCI USA Min Vol Factor ETF (US:USMV) har 1354 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 191,189,493 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Raymond James Financial Inc, Morgan Stanley, Fmr Llc, Wealth Enhancement Advisory Services, Llc, LPL Financial LLC, Pnc Financial Services Group, Inc., Envestnet Asset Management Inc, BlackRock, Inc., and Wells Fargo & Company/mn .
iShares Trust - iShares MSCI USA Min Vol Factor ETF (BATS:USMV) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 9, 2025 is 94,24 / share. Previously, on September 10, 2024, the share price was 90,33 / share. This represents an increase of 4,33% 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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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 All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | Grove Bank & Trust | 4 053 | 0,00 | 380 | 0,26 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 2 564 | −0,19 | 241 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 92 492 | 9,79 | 8 586 | 10,96 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 6 244 | 4,07 | 586 | 4,46 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 87 984 | 1,82 | 8 259 | 2,05 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 3 253 | −19,66 | 305 | −19,53 | ||||
| 2025-07-17 | 13F | PMG Wealth Management, Inc. | 11 458 | −1,24 | 1 076 | −1,01 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 6 318 | −46,28 | 593 | −46,14 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 047 | 380 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 54 620 | 0,00 | 5 127 | 0,23 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 5 262 | −3,29 | 494 | −3,14 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 133 665 | 8,83 | 12 547 | 9,08 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 30 325 | −0,81 | 2 847 | −0,59 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 4 111 | 0,27 | 386 | 0,52 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22 460 | 0,00 | 2 108 | 0,24 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 217 893 | 0,72 | 20 454 | 0,94 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 43 897 | −63,17 | 4 121 | −61,07 | ||||
| 2025-04-23 | 13F | HBK Sorce Advisory LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 3 302 | 0,06 | 310 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 6 011 | 564 | ||||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 36 218 | −6,00 | 3 400 | −5,79 | ||||
| 2025-07-18 | 13F | Vicus Capital | 46 495 | 4 365 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 7 915 | −19,18 | 743 | −19,08 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 24 624 | 0,34 | 2 311 | 0,57 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 68 268 | −0,50 | 6 408 | −0,26 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 10 637 | −77,89 | 998 | 14,47 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 520 | 0,00 | 330 | 0,30 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 6 934 | 0,17 | 651 | 0,31 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 23 930 | −56,27 | 2 246 | −56,18 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 180 124 | 16 908 | ||||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 14 099 | 4 647,14 | 1 323 | 4 800,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 21 084 | 3,02 | 1 979 | 3,29 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 3 974 | 0,00 | 373 | 0,27 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 8 579 | 0,00 | 805 | 0,25 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 66 425 | 7,65 | 6 235 | 7,89 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 2 320 | −39,11 | 0 | |||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 3 927 | 348 | ||||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 6 695 | 0,15 | 628 | 0,32 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 136 903 | 6,85 | 12 851 | 7,09 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 5 100 | 17,27 | 478 | 24,22 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2 347 | 220 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 26 472 | −38,96 | 2 485 | −38,83 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 48 449 | 1 107,00 | 4 548 | 1 177,25 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 202 341 | 0,77 | 207 | 0,98 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3 146 | −8,60 | 295 | −8,39 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 628 | 59 | ||||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 2 463 | 0,37 | 231 | 0,87 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 203 668 | 4,36 | 19 118 | 4,60 | ||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 3 562 314 | −5,14 | 334 394 | −4,93 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 33 281 | −1,21 | 3 124 | −0,98 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2 864 | 0,00 | 269 | 0,00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 3 574 | −4,77 | 335 | −4,56 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 10 025 | 0,00 | 941 | 0,32 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 11 344 | 0,00 | 1 065 | 0,19 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 10 782 | −0,43 | 1 012 | −0,20 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 172 072 | −5,99 | 16 152 | −5,78 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 4 418 | −0,34 | 415 | −0,24 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 1 488 | 0,00 | 140 | 0,00 | ||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 5 712 | 0,35 | 536 | 0,56 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 48 745 | −8,42 | 4 576 | −8,22 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14 591 | 3,28 | 1 370 | 3,48 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 132 198 | −3,30 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 3 976 | −43,98 | 372 | −43,03 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 5 000 | 0,00 | 469 | 0,21 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 132 | 12 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 6 477 | 16,47 | 608 | 16,92 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 340 | 0,00 | 32 | 0,00 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 2 184 | 0,00 | 205 | 0,49 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 241 | 0,00 | 208 | 0,97 | ||||
| 2025-04-21 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 158 | −1,78 | 109 | −1,82 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 28 894 | −7,70 | 2 712 | −7,47 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 76 993 | −4,21 | 7 227 | −3,99 | ||||
| 2025-08-01 | 13F | First National Trust Co | 2 898 | 0,00 | 272 | 0,37 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18 543 | 64,86 | 1 741 | 65,24 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 3 163 | 0,00 | 297 | 0,00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 475 892 | 20,99 | 45 | 22,22 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 50 877 | −0,86 | 4 776 | −0,65 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 203 | 0,00 | 19 | 0,00 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2 304 | −98,17 | 216 | −98,17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 80 682 | −1,70 | 7 575 | −1,47 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 3 562 314 | −5,14 | 334 394 | −4,93 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 9 715 | 0,09 | 912 | 0,22 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 5 079 | −33,46 | 477 | −33,33 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 5 982 | 0,00 | 562 | 0,18 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 12 118 | 71,74 | 1 134 | 78,43 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 253 542 | −1,38 | 23 800 | −1,16 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 3 051 | 0,00 | 286 | 0,35 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 53 079 | −2,71 | 4 983 | −2,49 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 98 004 | −5,78 | 9 200 | −5,57 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 12 790 | −5,34 | 1 201 | −2,52 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 100 | 131,82 | 479 | 132,04 | |||
| 2025-05-12 | 13F | Sandy Spring Bank | 895 | 32,59 | 84 | 40,68 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 20 500 | −24,35 | 1 924 | −24,19 | |||
| 2025-07-18 | 13F | Ewa, Llc | 12 658 | −10,80 | 1 188 | −10,61 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 8 288 | −1,07 | 778 | −0,89 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 004 | 0,36 | 1 315 | 0,61 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2 247 | 0,00 | 211 | 0,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 680 | 0,00 | 64 | 0,00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 736 | −6,95 | 69 | −6,76 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 069 | 0,00 | 100 | 0,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 37 859 | −2,11 | 3 554 | −1,91 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 3 529 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 274 | 0,00 | 26 | 0,00 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 628 | 0,32 | 59 | 0,00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 57 650 | −0,12 | 5 412 | 0,09 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 40 614 | 3 812 | ||||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 38 980 | −1,61 | 4 | 0,00 | ||||
| 2025-05-14 | 13F | Islay Capital Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 21 787 | 3,37 | 2 045 | 3,60 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15 087 | 1 416 | ||||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 38 914 | −0,61 | 3 645 | 4,83 | ||||
| 2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2 922 | −0,27 | 274 | 0,00 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 30 850 | 0,60 | 2 896 | 0,80 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Equity Smart Beta 100 VP Service | 128 541 | −4,91 | 12 066 | −4,69 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 658 | 7,10 | 1 188 | 7,41 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 2 966 | 0,00 | 278 | 0,36 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 101 023 | −3,44 | 9 483 | −3,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 658 501 | 13,91 | 62 | 12,96 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 10 355 | 0,00 | 972 | 0,31 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 390 | −1,17 | 318 | −0,93 | ||||
| 2025-08-12 | 13F | Camden National Bank | 55 592 | 0,13 | 5 218 | 0,35 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 5 099 | 0,20 | 479 | 0,42 | ||||
| 2025-05-12 | 13F | First American Trust, Fsb | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 12 847 | 0,00 | 1 206 | 0,17 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 38 420 | −1,34 | 3 606 | −1,12 | ||||
| 2025-08-08 | 13F | Creative Planning | 266 538 | 4,23 | 25 020 | 4,46 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3 988 | 374 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 082 | 5,66 | 102 | 6,32 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 19 494 | −0,67 | 1 830 | −0,49 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 83 381 | 2,18 | 7 827 | 2,41 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 14 577 | 4,78 | 1 368 | 5,07 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 362 | −2,16 | 34 | 3,13 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 731 | −3,02 | 256 | −2,66 | ||||
| 2025-07-14 | 13F | Crew Capital Management, Ltd. | 2 166 | 0,00 | 203 | 0,50 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 197 483 | 3,26 | 18 538 | 3,49 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 53 535 | −30,41 | 5 008 | −30,51 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 119 | 36,56 | 293 | 37,09 | ||||
| 2025-07-29 | 13F | Cidel Asset Management Inc | 7 285 | −5,51 | 684 | −5,27 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 2 695 | 253 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2 819 | 265 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 25 228 | 6,13 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 167 403 | −15,85 | 15 709 | −12,12 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 70 420 | 7 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 112 432 | −3,81 | 10 554 | −3,59 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 23 600 | 24,87 | 2 215 | 25,14 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 13 067 | 3,35 | 1 227 | 3,55 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 2 738 | −0,47 | 257 | 0,00 | ||||
| 2025-08-12 | 13F | Ade, Llc | 48 154 | −5,31 | 4 520 | −5,10 | ||||
| 2025-07-17 | 13F | City Holding Co | 81 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 197 | 0,50 | 112 | 0,90 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 627 | 203,83 | 528 | 205,20 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 16 938 | 32,43 | 1 503 | 25,48 | ||||
| 2025-08-07 | 13F | PFG Advisors | 17 892 | −1,31 | 1 680 | −1,12 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 522 | 33,83 | 518 | 34,20 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 10 650 | −0,01 | 1 000 | 4,28 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 6 | 0,00 | 1 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA BlackRock Multi-Factor 70/30 Portfolio Class 1 | 198 380 | 23,94 | 18 358 | 24,74 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18 790 | 0,55 | 1 764 | 0,74 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1 013 | 0,00 | 95 | 1,06 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4 585 | 0,22 | 430 | 0,47 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 350 316 | 0,37 | 32 884 | 0,60 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 684 | 42,91 | 627 | 46,84 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 7 678 | 0,00 | 721 | 1,12 | ||||
| 2025-08-12 | NP | KADIX - Kensington Active Advantage Fund Institutional Class Shares | 23 980 | 2 251 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 202 422 | 3,85 | 19 001 | 4,08 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 1 270 | 721 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 15 358 | 0,00 | 1 | 0,00 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2 935 | 0,00 | 276 | 0,36 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 10 164 | 4,73 | 954 | 5,07 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 7 301 | 18,93 | 685 | 19,34 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 12 209 | 0,06 | 1 146 | 0,35 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 6 035 | 0,00 | 567 | 0,18 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 2 436 | 0,16 | 229 | 0,44 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 136 747 | 11,94 | 12 836 | 12,19 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 61 645 | −2,08 | 5 787 | −1,87 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 14 169 | −0,86 | 1 330 | −0,60 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 25 008 | −1,13 | 2 345 | −0,80 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 11 350 | −43,81 | 1 065 | −43,68 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 6 175 | 0,00 | 580 | 0,17 | ||||
| 2025-08-14 | 13F | Sagard Holdings Management Inc. | 37 714 | 3 540 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 800 | 0,00 | 263 | 0,00 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 10 571 | 1,65 | 992 | 1,95 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19 435 | 0,27 | 1 824 | 0,50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 21 850 | 0,14 | 2 051 | 0,39 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5 633 | 0,11 | 529 | 0,19 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 373 | 0,00 | 35 | 2,94 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 67 358 | −0,40 | 6 323 | −0,19 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 10 311 | 0,23 | 968 | 0,42 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 140 216 | −0,30 | 13 004 | 1,71 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 134 | 0 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 45 | 0,00 | 4 | 0,00 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 6 996 | 0,34 | 657 | 0,61 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 289 | 0,77 | 558 | −4,45 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 4 725 | 6,97 | 443 | 6,24 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 161 | 323,68 | 15 | 400,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 40 526 | 469,91 | 3 804 | 471,17 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 163 | 0,00 | 15 | 0,00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 139 642 | −0,55 | 13 164 | 0,10 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 115 938 | −1,15 | 10 883 | −0,92 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 91 573 | 2,07 | 8 596 | 2,30 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 4 572 | 429 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 43 766 | −0,32 | 4 108 | −0,10 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 44 762 | 51,57 | 4 202 | 51,88 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 904 012 | 3,89 | 178 730 | 4,12 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 9 018 | −8,56 | 847 | −8,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 58 485 | −2,45 | 5 490 | −2,24 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 11 691 | 6,01 | 1 097 | 6,30 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 24 021 | 16,75 | 2 255 | 17,03 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 8 839 | 0,00 | 830 | 0,24 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 510 | −1,16 | 48 | −2,08 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 19 213 | −4,33 | 1 781 | −5,37 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 145 748 | 6,18 | 13 681 | 6,42 | ||||
| 2025-04-14 | 13F | Strategic Wealth Designers | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 028 | 23,09 | 282 | 24,23 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 23 785 | 0,00 | 2 233 | 0,22 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 2 529 | −6,61 | 237 | −6,32 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 3 349 | −19,71 | 314 | −19,49 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 440 | −0,59 | 698 | −0,29 | ||||
| 2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 40 484 | −0,06 | 3 800 | 0,18 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 325 | 0,00 | 31 | 0,00 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 18 | −96,00 | 2 | −97,62 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 2 681 | −1,79 | 252 | −1,57 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 19 400 | 0,00 | 1 821 | 0,22 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 67 532 | −35,91 | 6 | −33,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 459 821 | −5,20 | 512 513 | −4,99 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 183 380 | −27,85 | 17 214 | −27,69 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 817 | 20,37 | 726 | 21,64 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 12 124 | 436,70 | 1 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 17 427 | −13,99 | 1 636 | −13,81 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 10 384 | −34,17 | 975 | −34,06 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2 407 | −2,04 | 226 | −2,17 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 30 433 | −2,84 | 2 857 | −2,63 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 107 186 | 10,66 | 10 062 | 10,90 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 10 812 | −0,05 | 1 015 | 0,10 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 538 | 426 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5 866 | 0,00 | 550 | 0,36 | ||||
| 2025-07-18 | 13F | United Bank | 6 000 | 0,00 | 563 | 0,36 | ||||
| 2025-07-16 | 13F | Fortune Financial Advisors, LLC | 126 507 | 2,98 | 11 875 | 3,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 13 315 040 | 1,46 | 1 249 883 | 1,69 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 1 099 487 | −0,74 | 103 209 | −0,51 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2 534 | 2,26 | 238 | 6,76 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 488 | 3,00 | 515 | 3,21 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 340 | −48,64 | 32 | −50,00 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 130 675 | 1,62 | 12 266 | 3,24 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 3 090 | −8,28 | 290 | −7,94 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 285 868 | 0,00 | 26 774 | 0,00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 145 | 0,00 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 63 936 | 73,30 | 6 002 | 73,69 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 226 798 | 4,63 | 21 290 | 4,86 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 116 624 | 14,72 | 10 947 | 14,98 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 43 537 | −3,21 | 4 087 | −2,99 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 30 493 | −7,12 | 2 862 | −6,90 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 313 739 | 7,44 | 592 671 | 7,68 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 5 036 | −0,22 | 473 | 0,00 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 440 141 | 0,31 | 40 761 | 0,16 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 15 427 | 41,38 | 1 435 | 41,70 | ||||
| 2025-07-18 | 13F | Deltec Asset Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 10 679 | −26,99 | 1 002 | −26,81 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 543 | 145 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 10 761 | 6,81 | 1 010 | 7,10 | ||||
| 2025-05-12 | 13F | American Alpha Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 258 | −97,99 | 24 | −98,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 184 | 0,00 | 17 | 0,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 321 | 2,13 | 406 | 2,27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 61 445 | 5,76 | 5 768 | 5,99 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 31 085 | 0,75 | 2 918 | 0,97 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 35 999 | −2,90 | 3 379 | −2,68 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 161 696 | 94,63 | 15 178 | 95,09 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 3 862 | 0,10 | 0 | |||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 7 381 | 2,59 | 693 | 2,82 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 188 | 0,00 | 18 | 0,00 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | 10Elms LLP | 34 709 | 4,07 | 3 258 | 4,32 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 25 831 | −0,17 | 2 425 | 0,04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 27 644 | −6,50 | 2 595 | −6,32 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 821 | 7,32 | 77 | 8,45 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 528 | 65,45 | 237 | 65,73 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 349 | 0,00 | 33 | 0,00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 26 301 | −0,68 | 2 469 | −0,48 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 5 195 | −39,12 | 488 | −39,05 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 2 185 | −18,95 | 205 | −18,65 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 447 207 | 0,74 | 41 885 | 6,27 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 2 280 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 1 591 | 0,00 | 149 | 0,00 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 5 664 | 532 | ||||||
| 2025-07-09 | 13F | Berkshire Bank | 127 676 | 7,41 | 11 985 | 7,64 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28 887 | 2,64 | 2 712 | 2,88 | ||||
| 2025-08-14 | 13F | New England Asset Management Inc | 29 150 | 0,00 | 2 736 | 0,22 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11 807 | 0,00 | 1 108 | 5,73 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 5 704 | 4,47 | 537 | 5,09 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 38 246 | 2,69 | 3 605 | 3,35 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 78 603 | 0,02 | 7 378 | 0,24 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 10 864 | 15,51 | 1 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 30 | 0,00 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 491 | 46 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 3 345 | −34,64 | 314 | −34,66 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 51 | −98,94 | 5 | −99,11 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3 400 | 0,00 | 319 | 0,31 | ||||
| 2025-07-23 | 13F | Trueblood Wealth Management, LLC | 2 442 | 0,49 | 229 | 0,88 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 166 089 | 2,39 | 15 591 | 2,62 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 14 978 | 3,10 | 1 406 | 3,31 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 215 522 | −1,99 | 20 231 | −1,77 | ||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 369 354 | 34 671 | ||||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 8 298 | −8,93 | 779 | −8,79 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 10 958 | −0,81 | 1 029 | −0,58 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 5 600 | −1,75 | 526 | −1,50 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 40 196 | −9,59 | 3 773 | −9,37 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 94 480 | 0,00 | 8 869 | 0,23 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 167 091 | 2,44 | 15 685 | 2,66 | ||||
| 2025-08-14 | 13F | Family Management Corp | 32 970 | 86,84 | 3 095 | 87,29 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 2 194 | 0,00 | 206 | 0,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 5 184 | 11,94 | 487 | 12,24 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 21 504 | 7,03 | 2 019 | 7,28 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7 891 | −2,96 | 741 | −2,76 | ||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 5 600 | 12,00 | 526 | −22,11 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 19 116 | 0,00 | 1 794 | 0,22 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 3 647 | −0,41 | 342 | 0,00 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 23 382 | −0,57 | 2 195 | −0,36 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 21 830 | 3,72 | 2 052 | 7,83 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 96 822 | −0,63 | 9 089 | −0,41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 348 | −18,35 | 127 | −18,18 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 8 424 | −2,98 | 791 | −2,83 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 17 795 | −7,46 | 1 670 | −7,27 | ||||
| 2025-05-12 | 13F | JFG Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 27 547 | 5,47 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 8 694 | 0,00 | 816 | 0,25 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 5 623 | 1,10 | 528 | 1,35 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2 809 | 0,00 | 264 | 0,00 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 17 471 | 0,19 | 1 640 | 0,43 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 6 701 | −51,55 | 629 | −51,43 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 11 878 | 1,64 | 1 116 | 2,95 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 11 303 | 7,89 | 1 061 | 9,16 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 126 102 | 0,27 | 11 837 | 0,49 | ||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 67 731 | 0,01 | 6 358 | 0,22 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 3 020 | 0,00 | 283 | 0,35 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 3 064 | −0,03 | 288 | 0,00 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 24 000 | 0,00 | 2 244 | −1,10 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 4 112 | 2,83 | 386 | 2,94 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 243 | 23 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7 488 | −25,04 | 703 | −24,92 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 16 982 | −0,79 | 1 594 | −0,56 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 742 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 15 297 | −4,35 | 1 436 | −4,14 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 786 | 262 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 63 573 | −51,31 | 5 968 | −51,20 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 29 344 | 0,84 | 2 755 | 1,06 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 045 | 37,50 | 98 | 38,03 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 2 262 | −16,00 | 212 | −15,87 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 2 611 | 0,00 | 245 | 0,41 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 8 501 | −0,34 | 798 | −0,13 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 180 | −56,10 | 17 | −57,89 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 45 071 | −2,31 | 4 231 | −2,11 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 180 | 1,58 | 205 | 2,00 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 019 605 | 2,40 | 95 710 | 2,63 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 3 618 | 58,06 | 340 | 58,41 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 2 267 | −8,14 | 213 | −8,23 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 154 | 18,72 | 390 | 19,27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 75 807 | 833,81 | 7 116 | 836,32 | ||||
| 2025-08-14 | 13F | LM Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 554 464 | 2,96 | 52 048 | 3,19 | ||||
| 2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 8 407 | 6,76 | 789 | 7,06 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 14 213 | −0,75 | 1 334 | −0,52 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 3 474 | 0,00 | 326 | 0,31 | ||||
| 2025-08-08 | 13F | Horrell Capital Management, Inc. | 340 | 0,00 | 32 | 0,00 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 17 933 | −0,82 | 1 663 | 7,71 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 740 | 0,00 | 69 | −1,45 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 7 916 | −3,23 | 743 | −3,00 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 6 750 | −7,11 | 634 | −6,91 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 765 | −1,62 | 166 | −1,79 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 137 | 0,00 | 13 | 0,00 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 133 055 | 0,14 | 12 447 | 5,71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 78 252 | −1,96 | 7 346 | −1,74 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 39 413 | −1,02 | 3 700 | −0,80 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 171 | 0,00 | 16 | 6,67 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 9 577 | 152,89 | 899 | 153,67 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 8 633 | −0,07 | 809 | 5,35 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 877 | 22,54 | 739 | 22,76 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 11 418 | 10,64 | 1 072 | 10,87 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 68 869 | 3,17 | 6 465 | 3,39 | ||||
| 2025-07-16 | 13F | American National Bank | 821 | 0,00 | 77 | 1,32 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 18 320 | −8,45 | 1 720 | −8,27 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 185 090 | 0,76 | 17 375 | 0,99 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 9 864 | −2,59 | 926 | −2,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20 057 | 3,36 | 1 883 | 3,58 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3 321 | −0,90 | 312 | −0,64 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 150 | 24,06 | 296 | 24,47 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 176 246 | −28,17 | 16 544 | −28,01 | ||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 74 586 | −21,47 | 7 001 | −21,29 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 179 301 | 15,98 | 16 831 | 16,24 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 515 | 141,78 | 48 | 152,63 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3 753 | −4,48 | 352 | 1,15 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 623 | 0,00 | 528 | 5,61 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 71 519 | 32,59 | 6 713 | 32,88 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 30 361 | 936,92 | 2 850 | 939,78 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5 168 | −1,11 | 485 | −0,82 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3 284 | 0,00 | 308 | 0,33 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 2 628 | −73,72 | 247 | −73,72 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 6 146 | 0,24 | 579 | 9,47 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Mainstream Capital Management LLC | 6 602 | −2,95 | 620 | −2,83 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 530 | 0,00 | 237 | 2,16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 423 | 0,00 | 40 | 0,00 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 28 828 | −5,92 | 2 706 | −5,68 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 214 064 | −2,05 | 20 094 | −1,82 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 248 410 | 0,00 | 23 | 0,00 | ||||
| 2025-07-30 | 13F | Family Capital Trust Co | 71 877 | −5,08 | 6 747 | −4,85 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 53 095 | 1,67 | 4 984 | 1,90 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 77 102 | −1,25 | 7 238 | −1,04 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 506 | 235 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 20 003 | 1 878 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 55 020 | −0,97 | 5 165 | −0,75 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 3 486 | 7,53 | 327 | 7,92 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 14 691 | 6,64 | 1 379 | 19,81 | ||||
| 2025-04-10 | 13F | St. Clair Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 119 540 | 5,62 | 11 221 | 5,87 | ||||
| 2025-04-18 | 13F | Market Street Wealth Management Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 219 956 | 0,20 | 20 647 | 0,42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 29 657 | 56,68 | 2 784 | 57,05 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 1 293 | 0,00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 820 | −65,43 | 77 | −63,81 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 136 092 | −2,96 | 12 775 | −2,74 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 17 259 | 121,30 | 1 620 | 121,92 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 34 429 | −6,96 | 3 232 | −6,75 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 3 653 | 5,73 | 343 | 5,88 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2 350 | −3,57 | 221 | −3,51 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 1 848 | 0,00 | 173 | 0,00 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 4 690 | 6,47 | 440 | 6,80 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 13 002 | 5,00 | 1 221 | 5,26 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 40 330 | 12,01 | 3 786 | 12,25 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5 887 | 10,72 | 553 | 11,07 | ||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 2 736 | −13,75 | 257 | −13,80 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 892 840 | 18,53 | 271 634 | 18,80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 639 | −14,76 | 248 | −14,53 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 73 246 | −6,96 | 6 876 | −6,75 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 2 351 | 0,00 | 221 | 0,00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 166 800 | 62,44 | 15 658 | 67,29 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Well Done, LLC | 244 014 | −3,21 | 22 906 | 2,33 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 693 | −9,66 | 253 | −9,68 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 33 698 | 0,00 | 3 163 | 0,22 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 13 199 | 0,33 | 1 239 | 0,57 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 865 | 0,00 | 81 | 0,00 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 51 | 0,00 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 15 170 | −23,92 | 1 424 | −23,73 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 435 | 0,44 | 1 355 | 0,67 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 6 390 | −16,87 | 600 | −16,69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 29 855 | 65,26 | 2 802 | 65,70 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 129 631 | −1,41 | 12 168 | −1,19 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2 700 | 0,00 | 253 | 0,40 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 7 256 | −20,26 | 681 | −20,07 | ||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 1 472 | −2,65 | 136 | −2,16 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 33 810 | −8,84 | 3 174 | −8,64 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 62 | 6 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 7 506 | 0,09 | 705 | 0,28 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 090 | 478 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 132 924 | −6,25 | 12 478 | −6,05 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30 392 | −1,78 | 2 853 | −1,59 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 14 161 | 12,28 | 1 329 | 12,53 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4 551 | 0,37 | 427 | 0,71 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3 078 | 1 467 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 16 497 | −0,78 | 1 549 | −0,58 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 14 681 | −29,57 | 1 378 | −29,41 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 66 102 | −2,64 | 6 205 | −2,42 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 4 501 | 0,07 | 424 | 9,56 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 213 518 | −0,22 | 20 043 | 0,00 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 7 092 | −1,05 | 666 | −0,89 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 24 955 | 0,26 | 2 350 | 4,91 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 18 467 | −0,63 | 1 730 | −0,63 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 149 | 14 | ||||||
| 2025-07-28 | 13F | Td Asset Management Inc | 2 183 | 205 | ||||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 214 385 | −1,72 | 20 124 | −1,49 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 14 529 | −6,01 | 1 364 | −5,81 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 809 | 264 | ||||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 44 819 | 9,92 | 4 207 | 10,19 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 7 822 | 0,00 | 734 | 0,27 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 524 | 49 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 59 784 | −0,96 | 5 612 | −0,73 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 192 102 | 0,73 | 18 033 | 0,96 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 50 635 | −51,26 | 4 753 | −51,15 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 19 761 | 11,85 | 1 855 | 12,15 | ||||
| 2025-08-06 | 13F | Smart Money Group LLC | 8 474 | −10,15 | 795 | −9,97 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 6 752 | 12,65 | 634 | 12,83 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 38 569 | −4,28 | 3 548 | −5,99 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 2 404 | −17,90 | 226 | −17,88 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 12 402 | −2,15 | 1 164 | −1,94 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 199 698 | −4,37 | 18 746 | −4,15 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 16 047 | 0,00 | 1 506 | 0,27 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 881 287 | −14,04 | 82 726 | −13,85 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 2 888 | −29,04 | 270 | −29,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 108 791 | 29,84 | 10 212 | 30,14 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 180 | 0,00 | 17 | 0,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 724 | −7,63 | 443 | −7,52 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 518 835 | 16,12 | 48 703 | 16,38 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 124 623 | 19,29 | 11 698 | 20,75 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 685 | 13,28 | 2 129 | 13,55 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 3 910 | −6,08 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 790 | −1,47 | 1 388 | −1,21 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 2 823 | −4,63 | 265 | −4,69 | ||||
| 2025-04-15 | 13F | Collier Financial | 136 | 0,00 | 13 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 75 224 | −0,55 | 7 061 | −0,32 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 8 245 | −3,53 | 774 | −3,37 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 797 | 0,00 | 75 | 0,00 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 1 208 | 0,00 | 113 | 0,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 3 960 | −41,89 | 372 | −41,85 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 47 480 | −15,83 | 4 457 | −15,65 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 147 905 | 19,30 | 14 | 18,18 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 2 585 | −71,65 | 243 | −71,63 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 71 516 | 1,71 | 6 713 | 1,94 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Parthenon Llc | 6 174 | 0,00 | 580 | 0,17 | ||||
| 2025-07-29 | 13F | Arcus Capital Partners, LLC | 21 911 | 4,28 | 2 057 | 4,47 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 104 561 | −0,87 | 9 760 | −1,21 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 23 221 | −10,37 | 2 180 | −10,18 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 516 | −6,81 | 236 | −6,35 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 16 192 | 0,25 | 1 503 | −0,60 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 765 468 | −4,66 | 71 854 | −4,45 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 5 496 | −0,22 | 516 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 498 855 | −0,78 | 46 828 | −0,56 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 849 | 10,12 | 79 | 8,33 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 949 | 0,00 | 89 | 1,14 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 054 | 9,75 | 381 | 10,14 | ||||
| 2025-04-28 | 13F | ArborFi Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 20 318 | −2,25 | 1 907 | −2,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 556 | 1,44 | 2 023 | 1,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 29 687 | −57,40 | 2 787 | −55,58 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 15 822 | −21,71 | 1 485 | −21,51 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 69 111 | 8,51 | 6 487 | 8,75 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6 029 | 566 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 22 | 0,00 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 107 385 | −63,19 | 9 959 | −62,51 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 44 038 | −4,42 | 4 134 | −4,22 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 2 439 | −9,33 | 229 | −9,16 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 11 452 | −3,30 | 1 075 | −3,07 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 3 138 | −47,93 | 295 | −47,87 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 4 150 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 844 | 0,00 | 173 | 0,58 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7 572 | 104,15 | 711 | 104,61 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 3 796 | −5,41 | 356 | −5,07 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 5 590 | −35,13 | 520 | −34,72 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 7 714 | −4,93 | 724 | −4,61 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 549 | −10,25 | 615 | −10,10 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18 906 | −8,00 | 1 775 | −7,80 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 430 | 0,00 | 134 | 0,75 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 263 596 | 3,22 | 118 614 | 3,45 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 61 350 | 1,14 | 5 759 | 1,36 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 519 813 | −12,07 | 142 665 | −11,87 | ||||
| 2025-05-05 | 13F | Aire Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 12 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 35 455 | 4,74 | 3 325 | 5,79 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 2 712 | 0,00 | 255 | 0,00 | ||||
| 2025-05-06 | 13F | Tempus Wealth Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 4 142 | 0,00 | 389 | 0,26 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 3 911 | 0,00 | 367 | 0,27 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 10 165 | −2,87 | 954 | −2,65 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 33 983 | −1,94 | 3 190 | −1,73 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 303 | 0,00 | 28 | 0,00 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 388 | −25,95 | 36 | −26,53 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 27 869 | −17,15 | 2 616 | −16,95 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 3 828 | −12,10 | 359 | −12,01 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 35 111 | −5,96 | 3 296 | −5,78 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 14 011 | −20,69 | 1 315 | −20,50 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7 377 | 0,00 | 692 | 0,29 | ||||
| 2025-07-11 | 13F | Mandatum Life Insurance Co Ltd | 42 164 | −18,67 | 3 958 | −18,50 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 8 344 | −8,54 | 783 | −8,31 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6 770 | −98,39 | 635 | −98,39 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 63 897 | 2,41 | 5 998 | 2,64 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 3 555 | 0,00 | 334 | 0,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 30 352 | −15,45 | 2 849 | −15,18 | ||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 8 087 | 1,34 | 1 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 22 927 | −0,65 | 2 152 | 5,03 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 36 320 | 0,35 | 3 409 | 0,59 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 21 691 | −1,26 | 2 036 | −1,02 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 220 | 0,00 | 21 | 0,00 | ||||
| 2025-08-13 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 318 000 | 29 851 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 814 | −2,46 | 358 | −2,19 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 143 | −5,85 | 108 | −4,42 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 41 161 | 3 863 | ||||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | JT Stratford LLC | 6 452 | 0,00 | 606 | 0,17 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 3 959 | 0,00 | 372 | 0,27 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 443 | −7,99 | 323 | −7,71 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 220 433 | 0,66 | 20 692 | 0,89 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 21 827 | −17,25 | 2 049 | −17,09 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 89 225 | −2,30 | 8 376 | −2,08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 138 345 | 1,94 | 106 856 | 2,17 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 62 771 | −4,95 | 5 892 | −4,74 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 2 685 | −42,63 | 252 | −42,47 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 158 643 | 7,40 | 14 892 | 7,64 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 10 322 | 2,44 | 969 | 2,65 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 12 533 165 | −28,42 | 1 176 488 | −28,26 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 175 | −55,58 | 16 | −55,56 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 3 625 | 340 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 121 516 | −0,76 | 11 407 | −0,53 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 163 904 | 1,33 | 15 200 | 4,37 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 122 844 | 1,29 | 11 531 | 1,52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6 373 | 1,06 | 598 | 1,36 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 347 | 314 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 11 143 | −0,94 | 1 046 | −0,66 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 57 210 | 6,02 | 5 370 | 6,25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 701 | −71,26 | 66 | −68,14 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 15 979 | −5,73 | 1 500 | −5,55 | ||||
| 2025-04-01 | 13F/A | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 107 828 | −5,44 | 10 122 | −5,23 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 5 589 | 0,00 | 525 | 0,19 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 23 980 | 2 251 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 156 | 0,65 | 15 | 0,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 102 923 | −0,27 | 9 661 | 0,03 | ||||
| 2025-04-25 | 13F | Albion Financial Group /ut | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 160 927 | −1,80 | 15 106 | −1,58 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 3 371 | 0,00 | 316 | 0,32 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 420 | −19,23 | 39 | −18,75 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 184 | 0,00 | 17 | 0,00 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 7 809 | 0,06 | 733 | 0,41 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 47 355 | −1,86 | 4 444 | −1,66 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 79 076 | 1 931,24 | 7 423 | 1 939,01 | ||||
| 2025-08-05 | 13F | Allstate Corp | 67 195 | 6 308 | ||||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 6 372 | 598 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 7 874 | 0,24 | 739 | 0,54 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 5 560 | −23,85 | 522 | −23,72 | ||||
| 2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 75 749 | 3,99 | 7 111 | 4,22 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 3 000 | 0,00 | 282 | 0,36 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 2 786 | 262 | ||||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 29 108 | 0,36 | 2 732 | 0,59 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 14 199 | 29,91 | 1 333 | 31,49 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 45 636 | −0,30 | 4 284 | −0,09 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 68 723 | −38,15 | 6 451 | −38,01 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 13 020 | 1 | ||||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 6 665 | 626 | ||||||
| 2025-08-12 | 13F | Country Trust Bank | 36 | 0,00 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 34 159 | 0,02 | 3 207 | 0,25 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 47 693 | −8,14 | 4 477 | −7,94 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 382 | 0,04 | 224 | 0,45 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 48 745 | −7,16 | 4 595 | −6,66 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 7 846 | −21,43 | 737 | −21,28 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 225 | −13,27 | 960 | −8,32 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 440 319 | 41 333 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BlackRock, Inc. | 4 550 622 | −3,21 | 427 167 | −3,00 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 6 911 | 0,29 | 649 | 0,47 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 30 477 | 2 861 | ||||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 35 | −75,52 | 3 | −76,92 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 2 700 | 0,00 | 252 | 0,80 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 315 | 0,00 | 30 | 0,00 | ||||
| 2025-08-04 | 13F | Lockheed Martin Investment Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Anchor Capital Advisors Llc | 2 870 | 0,00 | 269 | 0,37 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 4 409 | −5,22 | 414 | −5,06 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 111 | 10 | ||||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 91 785 | −0,21 | 8 616 | 0,01 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 406 | 1,99 | 414 | 2,23 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 270 650 | 25 406 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 429 | −29,49 | 228 | −29,50 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 65 988 | 20,34 | 6 194 | 20,62 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 668 | 0,00 | 438 | 0,23 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 23 714 | 0,43 | 2 226 | 0,68 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 17 143 | −11,63 | 1 587 | −12,61 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 41 385 | −1,00 | 3 885 | −0,79 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3 948 | 32,93 | 371 | 33,09 | ||||
| 2025-04-09 | 13F | Iowa State Bank | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | PDS Planning, Inc | 7 566 | 0,34 | 710 | 0,57 | ||||
| 2025-05-13 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 4 024 | 0,98 | 378 | 1,07 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 19 364 | −5,61 | 1 818 | −5,41 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 399 | 0,00 | 131 | 0,00 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 27 911 | −87,91 | 2 620 | −87,88 | ||||
| 2025-08-08 | 13F | Renasant Bank | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 8 407 | 789 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 108 | −0,11 | 573 | 0,17 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 239 832 | −0,51 | 22 513 | −0,28 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 682 | 0,00 | 64 | 1,59 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 895 | 84 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 123 914 | −5,11 | 11 632 | −4,90 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 5 212 | −3,48 | 489 | −3,17 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 2 884 | −19,64 | 271 | −19,64 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 111 733 | 4,23 | 10 488 | 4,46 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 402 | −20,87 | 38 | −21,28 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 44 | 4 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 476 | 8,43 | 45 | 7,32 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 5 645 | 0,00 | 530 | 0,19 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 22 487 | 6,32 | 2 106 | 12,14 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 2 158 | 0,05 | 0 | |||||
| 2025-04-22 | 13F | Manning & Napier Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 14 016 | −1,88 | 1 320 | −1,35 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 24 520 | 3,38 | 2 302 | 3,60 | ||||
| 2025-07-24 | NP | HASAX - Horizon Active Asset Allocation Fund Advisor Class | 1 264 | 0,00 | 118 | −0,84 | ||||
| 2025-04-11 | 13F | Adamsbrown Wealth Consultants Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 493 | 122,74 | 797 | 123,25 | ||||
| 2025-05-09 | 13F | Allianz Se | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 138 | 24,17 | 482 | 24,55 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 5 874 | 128,92 | 551 | 138,53 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5 432 | −6,63 | 510 | −6,43 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 742 | −52,05 | 351 | −51,92 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 135 922 | 12 759 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 84 804 | 37,29 | 7 961 | 37,60 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 3 148 | −3,38 | 296 | −3,28 | ||||
| 2025-08-14 | 13F | Atom Investors LP | 112 508 | 3,97 | 10 561 | 4,20 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 60 904 | −1,44 | 5 717 | −1,21 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 046 | 1,29 | 943 | 1,62 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 5 862 | 112,01 | 550 | 113,18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 700 707 | 7,89 | 65 775 | 8,13 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 68 473 | −4,19 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4 312 | 0,02 | 405 | 0,25 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 10 120 | 5,89 | 950 | 6,03 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 49 446 | 18,17 | 4 579 | 16,84 | ||||
| 2025-08-04 | 13F | Balentine LLC | 3 077 | 0,26 | 289 | 0,35 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 950 | 0,80 | 652 | 1,09 | ||||
| 2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 23 400 | 70,80 | 2 197 | 71,16 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 2 189 | −13,75 | 205 | −13,50 | ||||
| 2025-08-14 | 13F | Clg Llc | 8 639 | 0,12 | 811 | 0,25 |
Other Listings
| MX:USMV | |
| CL:USMV | |
| CL:USMV CL |
