Grundläggande statistik
| Institutionella ägare | 1585 total, 1582 long only, 1 short only, 2 long/short - change of 1,73% MRQ |
| Genomsnittlig portföljallokering | 0.5786 % - change of −6,76% MRQ |
| Institutionella aktier (lång) | 86 494 505 (ex 13D/G) - change of −1,65MM shares −1,87% MRQ |
| Institutionellt värde (lång) | $ 15 654 561 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Small-Cap Value ETF (US:VBR) har 1585 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 86,504,905 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Assetmark, Inc, Morgan Stanley, Betterment LLC, Wells Fargo & Company/mn, Envestnet Asset Management Inc, UBS Group AG, Aspiriant, Llc, LPL Financial LLC, and Sei Investments Co .
Vanguard Index Funds - Vanguard Small-Cap Value ETF (ARCA:VBR) 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 12, 2025 is 210,09 / share. Previously, on September 16, 2024, the share price was 197,19 / share. This represents an increase of 6,54% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 012 | 3,14 | 782 | 8,01 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 1 699 | −32,61 | 331 | −29,42 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 245 | 0,00 | 48 | 4,44 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 9 260 | 19,95 | 1 806 | 25,52 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 78 | 0,00 | 15 | 7,14 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1 568 | 306 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 32 | 0,00 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 2 817 | 0,00 | 549 | 4,77 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 16 548 | 3,83 | 3 286 | 21,71 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 124 | 0,00 | 24 | 4,35 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 1 588 | 0,00 | 310 | 4,75 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3 462 | 7,02 | 675 | 12,13 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 72 475 | 6,67 | 14 133 | 11,67 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 72 688 | −22,78 | 14 175 | −19,21 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 14 421 | 0,89 | 2 812 | 5,63 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 775 | −20,55 | 346 | −16,83 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 312 | 37,48 | 1 628 | 44,58 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 491 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 3 241 | −27,91 | 632 | −24,49 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2 288 | −8,19 | 446 | −3,88 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 6 197 | 0,00 | 1 208 | 4,68 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 13 613 | −0,10 | 2 655 | 4,57 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 57 | 0,00 | 11 | 10,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 528 | 112,26 | 493 | 122,62 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1 998 | 0,00 | 390 | 4,57 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 204 | 137,21 | 40 | 143,75 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 23 430 | 4,11 | 4 569 | 8,97 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 77 347 | 12,04 | 15 083 | 17,29 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 128 647 | 1,35 | 25 087 | 6,09 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 12 162 | 1,92 | 2 372 | 6,71 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 2 145 | −12,16 | 443 | −2,21 | ||||
| 2025-04-01 | NP | TRTY - Cambria Trinity ETF | 12 839 | 2,34 | 2 636 | 5,74 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 24 | 14,29 | 5 | 33,33 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 73 061 | 5,47 | 14 248 | 10,41 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 958 | 382 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 281 | 0,00 | 643 | 5,07 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 58 544 | −76,04 | 11 417 | −74,92 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Small-cap Growth Portfolio | 38 003 | 0,00 | 7 411 | 4,68 | ||||
| 2025-08-12 | 13F | Bokf, Na | 8 994 | −0,07 | 1 754 | 4,59 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 18 970 | 211,09 | 3 699 | 225,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 46 952 | −1,56 | 9 156 | 3,05 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 4 091 | −0,61 | 798 | 4,05 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5 469 | −0,05 | 1 066 | 4,61 | ||||
| 2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | NDVR, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 5 695 | −1,09 | 1 111 | 3,54 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 18 055 | 0,00 | 3 521 | 4,67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 123 | 1,65 | 24 | 9,09 | ||||
| 2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 6 745 | 10,50 | 1 315 | 15,66 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 315 | −5,32 | 451 | 10,54 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 19 098 | −51,51 | 3 724 | −49,24 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 525 | −39,77 | 297 | −36,94 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 28 825 | 4,77 | 5 621 | 9,68 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2 334 | 0,00 | 455 | 4,84 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 52 084 | −4,36 | 10 157 | 0,12 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 165 | 0,00 | 227 | 5,09 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 241 | 47 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 124 | 0,00 | 24 | 4,35 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 775 | 18,55 | 967 | 37,80 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 286 | −5,49 | 641 | −1,08 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 36 793 | −0,87 | 7 175 | 3,77 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 9 991 | −4,35 | 1 948 | 0,15 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 25 605 | −0,58 | 4 993 | 4,09 | ||||
| 2025-04-14 | 13F | Bank of New Hampshire | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 24 673 | 1,81 | 4 812 | 6,58 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 1 501 | −14,76 | 293 | −10,70 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 15 372 | 15,32 | 2 998 | 20,70 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 748 | 341 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 559 | 245,90 | 889 | 262,86 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 5 114 | −10,00 | 997 | −5,77 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 29 129 | 57,06 | 5 680 | 64,40 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2 872 | 2,46 | 560 | 7,28 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 9 541 | 0,00 | 1 861 | 4,67 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 4 545 | 0,00 | 890 | 5,20 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 123 | 0,00 | 24 | 9,09 | ||||
| 2025-04-25 | 13F | Bay Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 958 | −1,03 | 187 | 3,33 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 17 281 | 6,32 | 3 370 | 11,29 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 15 133 | 0,00 | 2 951 | 4,68 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 2 440 | 0,00 | 476 | 4,63 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 | −97,22 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 1 318 | −1,13 | 257 | 3,63 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 2 022 | 0,00 | 394 | 4,79 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 357 098 | 9,04 | 69 638 | 14,14 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 31 166 | 6 078 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 2 316 | 8,53 | 452 | 13,60 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 73 | 14 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 510 | 9,94 | 489 | 15,06 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2 602 | 0,00 | 507 | 4,75 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 1 422 | −26,44 | 277 | −23,06 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 4 907 | 957 | ||||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 250 | 49 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3 394 | −0,06 | 662 | 4,59 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 203 262 | 6,21 | 39 823 | 11,70 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 97 873 | −30,00 | 19 086 | −26,72 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 210 | 0,00 | 41 | 2,56 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 5 279 | −3,77 | 1 030 | 0,68 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 245 196 | 0,92 | 48 | 4,44 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 063 | −70,45 | 2 167 | −68,92 | ||||
| 2025-08-14 | 13F | Obsido Oy | 20 939 | 5,55 | 4 083 | 10,50 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1 308 | −16,05 | 255 | −12,07 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 2 527 | −1,83 | 493 | 2,71 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 20 | 1 900,00 | 4 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 17 947 | 18,82 | 3 500 | 16,91 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 17 441 | −3,95 | 3 401 | 0,56 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 8 907 | 0,00 | 1 737 | 4,70 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1 312 | 0,00 | 256 | 4,51 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 7 430 | −22,89 | 1 449 | −21,65 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1 455 | −2,87 | 284 | 1,43 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 11 373 | −4,84 | 2 228 | 0,09 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 526 | −90,80 | 1 471 | −90,35 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 3 504 | 118,05 | 683 | 128,43 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 777 889 | −1,81 | 152 404 | 3,26 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4 295 | 0,23 | 838 | 4,89 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 12 | −83,78 | 2 | −84,62 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5 803 | 7,78 | 1 137 | 13,26 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 1 222 | −7,49 | 238 | −3,25 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 822 | 357 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 58 536 | −9,39 | 11 415 | −5,14 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 3 898 | −6,09 | 760 | −1,68 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 13 784 | 27,15 | 2 724 | 34,92 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 525 | −1,95 | 687 | 2,69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 680 | −0,81 | 913 | 3,87 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1 633 | 0,00 | 318 | 4,61 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 40 735 | −1,43 | 7 944 | 3,18 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 098 | −5,18 | 214 | −0,47 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 2 320 | −4,76 | 452 | −1,31 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 21 146 | 3,89 | 4 124 | 8,76 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 50 | 0,00 | 10 | 0,00 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 20 419 | −2,05 | 4 | 0,00 | ||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 10 544 | 129,62 | 2 056 | 140,47 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 9 212 | −2,08 | 1 797 | 2,51 | ||||
| 2025-04-14 | 13F | Investment Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4 199 | 0,00 | 819 | 4,60 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 4 587 | −1,88 | 895 | 2,76 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 818 | −3,76 | 160 | 1,27 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 5 821 | −27,64 | 1 135 | −24,23 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 3 731 | 0,00 | 728 | 4,60 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 194 | 4,86 | 38 | 8,82 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 19 172 | 0,89 | 3 739 | 5,59 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 278 | 1,03 | 249 | 5,96 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 3 530 | −2,19 | 690 | 2,53 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 229 | 0,00 | 244 | 7,02 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 10 595 | −14,84 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 7 100 | −29,62 | 1 385 | −26,34 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 5 845 | −0,02 | 1 145 | 5,14 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 48 | 0,00 | 9 | 12,50 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 25 467 | −11,49 | 4 966 | −7,33 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 97 | 0,00 | 19 | 0,00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 754 | −88,37 | 732 | −87,82 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20 573 | −16,87 | 4 012 | −12,99 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 28 339 | 0,94 | 5 526 | 8,14 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 564 | −3,87 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 160 | −50,85 | 226 | −48,52 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 1 269 | 0,00 | 247 | 4,66 | ||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 53 324 | −1,27 | 10 399 | 3,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 739 019 | −5,19 | 144 560 | −0,43 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1 427 | −2,59 | 0 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 33 503 | 0,02 | 6 533 | 4,71 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 989 | −30,25 | 193 | −27,27 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 25 251 | 3,66 | 4 924 | 8,51 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 8 861 | −0,16 | 1 728 | 4,54 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1 469 | −3,67 | 287 | 0,70 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 212 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Marion Wealth Management | 4 261 | 831 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 43 775 | −12,91 | 8 679 | −5,72 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11 926 | −8,97 | 2 326 | 0,48 | ||||
| 2025-07-17 | 13F | City Holding Co | 4 200 | −1,32 | 819 | 3,41 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 4 129 | 22,12 | 805 | 27,98 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4 178 | −5,41 | 1 | |||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 1 810 | −12,48 | 353 | −8,57 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 1 477 | 288 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 844 | 0,00 | 165 | 4,46 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 35 338 | 5,69 | 6 891 | 10,65 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 1 482 | −12,31 | 289 | −8,28 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 289 | 7,04 | 56 | 12,00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 12 273 | −0,06 | 2 393 | 4,63 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 13 928 | 57,57 | 2 716 | 65,01 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 407 | 0,00 | 274 | 4,58 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 17 538 | −9,74 | 3 420 | −5,50 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 1 616 | 20,96 | 315 | 27,02 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 708 | 0,23 | 1 113 | 5,00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 59 549 | −1,58 | 11 616 | 3,06 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 521 | 17,31 | 2 247 | 22,80 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 94 436 | 8,64 | 18 | 5,88 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 16 693 | 3 255 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 290 | 56 | ||||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 2 301 | 0,00 | 449 | 4,67 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 53 675 | 0,04 | 10 467 | 4,72 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 3 701 | 0,00 | 722 | 7,13 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 8 042 | 2 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 64 066 | 1,15 | 12 770 | 14,07 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 820 | −6,12 | 1 532 | −1,23 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4 278 | 4,49 | 834 | 9,45 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 1 712 | 0,00 | 334 | 4,72 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6 038 | 381,50 | 1 125 | 353,23 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2 516 | 0,00 | 506 | 17,67 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 700 565 | 4,92 | 136 656 | 9,86 | ||||
| 2025-04-11 | 13F | Ami Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5 | 0,00 | 1 | |||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 6 165 | 84,58 | 1 202 | 93,25 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 47 515 | 18,16 | 9 266 | 23,70 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 5 865 | 0,00 | 1 093 | −6,02 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 2 703 | 1 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 728 | 3,34 | 958 | 15,86 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 118 | −34,89 | 413 | −31,74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 421 | 277 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 126 038 | −0,11 | 24 579 | 4,56 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 910 | −14,15 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 148 415 | −49,31 | 29 858 | −41,13 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 043 | 203 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28 837 | −13,44 | 5 624 | −9,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 18 900 | −4,24 | 3 686 | 0,24 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 23 539 | 18,14 | 4 590 | 23,69 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 3 911 | 0,00 | 763 | 4,67 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 101 497 | 8,70 | 19 793 | 13,79 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4 805 | −3,94 | 937 | 0,54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 809 616 | 0,64 | 352 893 | 5,35 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 1 160 | 0,00 | 226 | −1,31 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 398 | −2,78 | 0 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 6 719 | −4,00 | 1 310 | 0,54 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 68 294 | −0,68 | 13 318 | 3,97 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 40 226 | 1,53 | 7 844 | 6,29 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 1 146 | −91,73 | 223 | −91,35 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 30 385 | −0,57 | 5 925 | 4,08 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 18 048 | 0,77 | 3 520 | 5,49 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 10 342 | −2,52 | 2 | 100,00 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 171 025 | 0,07 | 33 352 | 4,76 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 820 | 355 | ||||||
| 2025-08-07 | 13F/A | Ellerson Group Inc /adv | 1 500 | 0,00 | 293 | 4,66 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 1 735 | 338 | ||||||
| 2025-08-12 | 13F | Comprehensive Financial Management LLC | 184 376 | 0,00 | 36 123 | 5,17 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 8 707 | −24,68 | 1 698 | −21,18 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 108 | −3,15 | 216 | 0,94 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 5 273 | −24,69 | 1 028 | −21,17 | ||||
| 2025-05-01 | 13F | Acorn Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 36 404 | 0,69 | 7 099 | 5,40 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 3 699 | −3,27 | 721 | 1,26 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 562 | 0,00 | 110 | 4,81 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 4 606 | 4,23 | 898 | 9,11 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 911 | −20,54 | 763 | −16,81 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 32 325 | −19,50 | 6 304 | −15,74 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 1 846 | 3,82 | 360 | 8,46 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 13 550 | −0,73 | 2 642 | 3,93 | ||||
| 2025-07-28 | NP | SPGTX - Symmetry Panoramic Tax Managed Global Equity Fund Class I Shares | 6 731 | −6,91 | 1 272 | −11,05 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund Class I Shares | 19 094 | 0,00 | 3 608 | −4,45 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1 537 | 19,05 | 300 | 24,58 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 4 947 | −2,75 | 965 | 1,80 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 103 | 215 | ||||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1 506 | 4,87 | 294 | 9,74 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 44 932 | −0,51 | 8 370 | −0,50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 120 548 | 8,18 | 23 508 | 13,24 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 188 102 | 2,28 | 36 682 | 7,07 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 2 839 | −19,69 | 554 | −15,96 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 785 | −5,30 | 738 | −0,81 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 63 | 12 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 21 193 | 55,11 | 4 139 | 62,25 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 20 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tacita Capital Inc | 34 864 | 2,90 | 6 799 | 7,70 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 70 111 | 2,75 | 13 672 | 7,56 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 3 144 | −0,51 | 613 | 4,25 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 63 | 0,00 | 12 | 9,09 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 7 497 | 8,67 | 1 462 | 13,70 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 2 072 | 0,00 | 386 | −6,10 | ||||
| 2025-07-22 | 13F | Hillman Co | 78 406 | −18,61 | 15 290 | −14,81 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 694 | 9,64 | 136 | 15,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 437 040 | 11,57 | 85 227 | 16,79 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 4 489 | 0,00 | 875 | 4,67 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 1 417 | 0,00 | 276 | 4,94 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 48 697 | −0,92 | 9 496 | 3,71 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 18 859 | −1,72 | 3 678 | 2,88 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2 791 | 0,00 | 544 | 4,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 76 119 | −11,54 | 14 844 | −7,40 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 30 450 | 5 938 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 6 154 | 19,22 | 1 200 | 17,42 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 1 580 | 0,00 | 310 | 5,10 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4 228 | 126,46 | 825 | 137,46 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 67 089 | 15,44 | 13 083 | 20,85 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 500 | 0,00 | 98 | 4,30 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2 069 | −0,43 | 404 | 4,39 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 75 | 0,00 | 15 | 7,69 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 19 146 | −15,20 | 3 734 | −11,22 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 10 | 0 | ||||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 12 350 | 995,83 | 2 408 | 1 052,15 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 467 | 0,00 | 481 | 4,79 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 5 474 | 0,00 | 1 067 | 4,71 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 2 484 | −10,07 | 484 | −5,84 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 12 605 | −0,95 | 2 458 | 3,71 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 607 | 2,00 | 1 873 | 6,78 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 34 927 | −1,00 | 6 811 | 3,64 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 464 | 0,00 | 480 | 4,80 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6 067 | −9,73 | 1 183 | −5,51 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 668 | 0,00 | 130 | 4,84 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 821 531 | 6,27 | 160 207 | 11,24 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 10 291 | −1,21 | 2 007 | 3,40 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 920 | 43,93 | 374 | 59,83 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 508 | 0,00 | 497 | 6,42 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3 011 | −8,51 | 587 | −4,08 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 10 862 | −5,03 | 2 118 | −0,56 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 151 | 290,38 | 419 | 310,78 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Apriem Advisors | 5 070 | 56,19 | 989 | 63,58 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 20 579 | −1,91 | 4 013 | 2,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 4 360 477 | 4,45 | 850 337 | 9,34 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 13 148 | −66,59 | 2 564 | −65,03 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 229 662 | −10,42 | 2 969 936 | −6,22 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 21 261 | −64,41 | 4 146 | −62,75 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 2 336 | 456 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 204 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 296 | 253 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6 988 | −14,23 | 1 363 | −10,15 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 293 | 0,03 | 642 | 7,18 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 632 | 0,43 | 327 | 7,95 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 84 | 1,20 | 16 | 6,67 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 70 | 13 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 31 529 | 2,29 | 6 148 | 7,07 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 190 | 0 | ||||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 3 730 | 4,63 | 749 | 28,97 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 27 286 | 2,80 | 5 389 | 8,98 | ||||
| 2025-07-16 | 13F | American National Bank | 8 888 | 63,92 | 1 733 | 71,58 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 6 966 | 1,75 | 1 358 | 6,51 | ||||
| 2025-04-14 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 417 | 2,02 | 276 | 6,98 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 20 914 | 4 078 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 37 752 | 1,42 | 7 362 | 6,17 | ||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 1 730 | 0,00 | 337 | 4,66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 137 603 | −1,95 | 26 834 | 2,63 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 46 | 0,00 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6 213 | 5,39 | 1 212 | 10,29 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 973 | 123,37 | 582 | 135,63 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 9 103 | −1,17 | 1 775 | 3,50 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27 505 | −2,25 | 5 364 | 2,33 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 1 712 | −6,80 | 334 | −2,63 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 716 | 3,17 | 140 | 7,75 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 4 546 | −5,11 | 886 | −0,67 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 1 946 | 1,25 | 379 | 5,87 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 253 816 | 5,07 | 49 497 | 9,99 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 12 732 | 26,18 | 2 483 | 32,09 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 306 | 17,69 | 60 | 15,69 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 2 325 | 25,13 | 453 | 30,92 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 747 328 | 15,15 | 145 737 | 20,54 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 21 000 | −57,16 | 4 095 | −55,15 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 1 556 | 0,00 | 303 | 4,84 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 3 018 | 0,00 | 589 | 4,63 | ||||
| 2025-05-05 | 13F | Carmel Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 21 731 | 4 238 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 4 528 | −3,06 | 883 | 1,38 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 204 | 0,00 | 224 | −5,88 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 41 | 8 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24 079 | 1,98 | 4 696 | 0,34 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 340 | −3,63 | 2 602 | 0,89 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 1 608 | 39,58 | 314 | 46,26 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 3 714 | 0,00 | 724 | 4,62 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 3 693 | 8,84 | 720 | 13,92 | ||||
| 2025-05-13 | 13F | Paradigm Financial Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 | −41,58 | 33 | −42,11 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 4 481 | −17,37 | 874 | −13,56 | ||||
| 2025-08-14 | 13F | Comerica Bank | 141 141 | 0,43 | 27 524 | 5,13 | ||||
| 2025-04-14 | 13F | Baron Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 742 | 340 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8 670 | −7,09 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 251 | −0,96 | 829 | 3,63 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 7 676 | 464,41 | 1 430 | 431,23 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 475 | −4,26 | 483 | 0,21 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 38 399 | −2,14 | 7 488 | 2,45 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 573 | −2,78 | 307 | 1,66 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 34 793 | 12,48 | 6 785 | 17,74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 611 | 0,00 | 314 | 4,67 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 537 | 0,00 | 105 | 4,00 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 134 344 | 5,32 | 26 198 | 10,26 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 2 110 | −22,14 | 412 | −18,45 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 9 101 | −65,58 | 1 775 | −63,98 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 1 560 | −39,06 | 304 | −36,13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 23 277 | 92,93 | 4 539 | 102,00 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 17 | 0,00 | 3 | 0,00 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 23 247 | 0,08 | 4 533 | 4,76 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1 027 | −4,82 | 200 | −0,50 | ||||
| 2025-08-13 | 13F | Brandes Investment Partners, Lp | 8 932 | −69,19 | 1 742 | −67,76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 173 386 | −6,48 | 34 | −2,94 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | 0 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 7 436 | 0,00 | 1 450 | 4,69 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 125 | 24 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 904 | 158,29 | 176 | 170,77 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 4 585 | −0,59 | 894 | 4,07 | ||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 5 022 | 91,10 | 979 | 100,20 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 367 | 1 247 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 250 | 2,36 | 1 024 | 7,12 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 1 405 | 0,00 | 274 | 4,60 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 094 | 0,00 | 603 | 4,69 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 49 372 | 9 628 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 2 242 | −11,17 | 437 | −7,02 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 3 991 | 209,62 | 778 | 224,17 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 539 | 24,48 | 105 | 31,25 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 459 | −17,89 | 90 | −14,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 31 209 | −1,82 | 6 388 | 9,99 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 1 583 | 0,00 | 309 | 4,76 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 17 805 | −0,02 | 3 472 | 4,67 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 515 | −1,40 | 685 | 3,16 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 9 918 | 387,37 | 1 934 | 410,29 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 13 447 | −1,41 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 2 327 | 0,00 | 454 | 4,62 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 1 | 0 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 423 | 0,00 | 82 | 5,13 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 071 | 209 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 50 474 | 3,65 | 9 843 | 8,51 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 31 672 | 0,53 | 6 176 | 5,25 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 1 125 | 219 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 130 | 0,09 | 220 | 4,76 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 625 | −11,78 | 317 | −7,87 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 15 020 | −0,94 | 2 929 | 3,68 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12 | 0,00 | 2 | 0,00 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 4 479 | −6,63 | 873 | −2,24 | ||||
| 2025-07-31 | 13F | City State Bank | 8 268 | −2,07 | 1 612 | 2,54 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3 821 | −1,24 | 745 | 3,47 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 92 876 | −0,81 | 18 112 | 3,82 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 3 855 | −33,33 | 752 | −30,27 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 7 184 | 54,46 | 1 401 | 61,78 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 2 895 | 564 | ||||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 87 | −4,40 | 17 | 6,25 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 6 765 | 12,83 | 1 260 | 6,06 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 34 | 7 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 100 061 | −30,32 | 20 | −26,92 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 1 406 | 274 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 357 106 | 0,80 | 69 639 | 5,52 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 2 601 | −0,61 | 507 | 4,11 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 13 360 | 1,42 | 2 605 | 6,20 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 1 854 | −0,16 | 362 | 4,64 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 22 470 | −9,38 | 4 382 | −5,15 | ||||
| 2025-05-09 | 13F | Comprehensive Financial Planning, Inc./PA | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 918 | 0,00 | 179 | 4,68 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 12 603 | 1,25 | 2 458 | 6,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 743 | 41,32 | 535 | 47,92 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 4 331 | −1,16 | 845 | 3,43 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 48 111 | 33,95 | 9 | 50,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 342 | 7,98 | 465 | 14,81 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 236 780 | −3,37 | 46 174 | 1,15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 46 333 | 3,35 | 9 035 | 8,19 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 032 | 0,68 | 201 | 5,79 | ||||
| 2025-08-14 | 13F | Betterment LLC | 3 200 471 | −4,55 | 624 | 0,00 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 7 184 | −3,56 | 1 363 | −1,80 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9 516 | 1,00 | 1 856 | 21,00 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 8 335 | 2,48 | 1 626 | 7,26 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 1 529 | 0,00 | 298 | 4,93 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 794 775 | 6,59 | 154 989 | 15,65 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1 187 | −4,04 | 238 | 9,17 | ||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 770 | 0,00 | 150 | 4,90 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 7 510 | 9,13 | 1 491 | 16,32 | ||||
| 2025-05-05 | 13F | Genesis Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 2 223 | −56,39 | 434 | −54,37 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 467 411 | 8,03 | 91 150 | 13,08 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12 746 | 13,65 | 2 486 | 18,96 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 32 685 | 24,47 | 6 374 | 30,30 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 84 267 | 1,21 | 16 433 | 5,94 | ||||
| 2025-08-28 | NP | New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class | 15 436 | 374,52 | 3 010 | 396,70 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 12 771 | −0,82 | 2 490 | 3,84 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1 500 | 293 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 249 | 7,58 | 1 024 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 1 029 | 201 | ||||||
| 2025-07-24 | 13F | Insight Inv LLC | 1 143 | 0,00 | 223 | 4,72 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 1 545 | −1,78 | 0 | |||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 034 | −17,84 | 592 | −13,97 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 3 803 | −3,53 | 742 | 0,95 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 1 651 | 0,00 | 322 | 4,89 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 34 440 | 0,37 | 6 716 | 5,07 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 7 965 | −1,73 | 1 553 | 2,92 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 30 | −34,78 | 6 | −37,50 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 246 697 | 0,37 | 48 108 | 5,07 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 275 782 | 2,68 | 53 780 | 7,48 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 4 710 | −9,89 | 918 | −5,65 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 341 | 0,00 | 66 | 4,76 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 1 688 | −18,30 | 329 | −14,32 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 16 356 | 25,12 | 3 243 | 33,14 | ||||
| 2025-05-15 | 13F | White Knight Strategic Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 963 | −5,90 | 383 | −1,55 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 21 | −4,55 | 4 | 0,00 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Creative Planning | 297 801 | −6,95 | 58 074 | −2,59 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1 026 | −23,49 | 200 | −19,68 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 605 | 17,62 | 703 | 23,33 | ||||
| 2025-07-23 | 13F | Matisse Capital | 10 652 | 0,00 | 2 077 | 4,69 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 2 099 | −2,91 | 409 | 1,74 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 40 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 6 059 | 6,69 | 1 199 | 19,30 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 1 630 | 318 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2 743 | −0,76 | 547 | 6,23 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 083 | 406 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 87 206 | −2,86 | 17 006 | 1,68 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 121 | 39,23 | 999 | 45,69 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 17 637 | −6,93 | 3 439 | −2,58 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 347 | −15,18 | 263 | −11,19 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 171 | 2,05 | 1 399 | 6,80 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 27 563 | 0,01 | 5 375 | 4,69 | ||||
| 2025-04-29 | 13F | Fortune Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 419 | −57,24 | 472 | −55,27 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 858 | 9,92 | 557 | 15,08 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 856 | −0,70 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 1 813 | 0,00 | 354 | 4,75 | ||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Meritage Portfolio Management | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 1 148 | 224 | ||||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 404 | 0,00 | 79 | 4,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 81 670 | −41,83 | 15 926 | −39,11 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 8 993 | −21,91 | 1 754 | −18,28 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 788 | −72,08 | 349 | −70,81 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 1 125 | 0,00 | 223 | 6,70 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 1 080 | 214 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 158 | −2,44 | 616 | 1,99 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 22 127 | 76,04 | 4 315 | 84,32 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 063 | 4,15 | 2 742 | 9,03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 58 019 | −26,56 | 11 | −21,43 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8 703 | −3,84 | 1 697 | 0,65 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 3 800 | −26,92 | 741 | −23,45 | |||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 507 | 294 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 790 | −25,90 | 544 | −22,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 348 | 44,52 | 3 188 | 51,31 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 811 | 158 | ||||||
| 2025-08-08 | 13F | Petix & Botte Co | 6 668 | 0,00 | 1 300 | 4,67 | ||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 7 383 | −20,54 | 1 440 | −16,82 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 1 855 | 0,00 | 362 | 4,64 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 63 306 | 2,53 | 12 345 | 7,33 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 23 383 | −2,47 | 4 560 | 2,08 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 12 295 | −2,38 | 2 398 | 2,17 | ||||
| 2025-08-04 | 13F | McMill Wealth Management | 2 513 | 0,00 | 490 | 4,49 | ||||
| 2025-08-08 | 13F | King Wealth | 5 274 | −2,30 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3 932 | −0,08 | 767 | 4,50 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 238 | −11,76 | 241 | −7,66 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 5 366 | 5,13 | 1 000 | 7,30 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 1 039 | 203 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 3 843 | −75,25 | 749 | −74,11 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 13 019 | −0,74 | 2 425 | −6,69 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 29 359 | 317,68 | 5 725 | 337,36 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 1 560 | 304 | ||||||
| 2025-05-07 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 11 108 | 14,48 | 2 166 | 19,87 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 23 822 | −2,17 | 4 646 | 2,40 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 091 | 0,00 | 213 | 4,43 | ||||
| 2025-07-09 | 13F | Exchange Bank | 3 127 | −0,89 | 610 | 3,75 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 6 465 | 0,00 | 1 261 | 4,65 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 3 072 | 0,00 | 599 | 4,72 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 13 402 | −50,31 | 3 | −60,00 | ||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Argent Trust Co | 9 372 | −6,49 | 1 828 | −2,14 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 036 | 1,00 | 3 127 | 5,75 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 25 094 | 4 894 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 2 353 | −3,01 | 473 | 4,88 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 3 207 | −18,31 | 625 | −14,50 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 1 483 454 | −3,76 | 289 287 | 0,74 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 48 578 | 101,99 | 9 517 | 112,43 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 491 | 13,23 | 486 | 18,58 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 33 721 | 13,58 | 6 576 | 18,90 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 7 206 | −1,40 | 1 405 | 3,23 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23 820 | −9,74 | 5 939 | 20,79 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 1 635 | 17,63 | 319 | 23,26 | ||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 4 566 | −0,48 | 890 | 4,22 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 3 958 | 11,12 | 1 | |||||
| 2025-06-03 | 13F | Invst, LLC | 6 216 | −80,43 | 1 158 | −81,62 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 164 | 0,00 | 33 | 6,67 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 136 | −0,82 | 612 | 3,74 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 3 515 | 0,43 | 689 | 5,52 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 7 507 | 0,09 | 1 514 | 18,93 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 499 | −3,89 | 2 827 | 0,60 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 444 | 87 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 584 | −0,68 | 114 | 3,67 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 319 | 0,00 | 62 | 5,08 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 428 | −8,35 | 83 | −3,49 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 74 | −13,95 | 14 | −12,50 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 5 242 | −0,40 | 1 022 | 4,29 | ||||
| 2025-08-13 | 13F | Systematic Financial Management Lp | 401 | −39,61 | 78 | −36,59 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 2 247 | 0,00 | 445 | 10,70 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 132 402 | 4,87 | 24 665 | −1,42 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 677 | −29,48 | 132 | −26,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 251 | 74,13 | 634 | 82,42 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 15 798 | −1,73 | 3 081 | 2,87 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 97 | 0,00 | 19 | 0,00 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 5 224 | 0,42 | 1 019 | 5,06 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 1 829 | −1,35 | 357 | 3,19 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 1 045 | 204 | ||||||
| 2025-05-09 | 13F | Prime Buchholz LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 34 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 147 872 | 1,28 | 28 853 | 6,02 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 117 | −26,21 | 415 | −22,18 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 9 788 | −0,31 | 1 909 | 4,32 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 56 450 | 11 008 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 50 | −28,57 | 10 | −30,77 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 331 832 | 2,86 | 64 716 | 7,67 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3 988 | −5,48 | 778 | −1,02 | ||||
| 2025-08-07 | 13F | Nwam Llc | 13 211 | −47,66 | 2 645 | −43,77 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 906 | 0,00 | 177 | 4,76 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 7 932 | −5,93 | 1 547 | −1,53 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 132 699 | 7,69 | 25 878 | 12,73 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 93 548 | 10,12 | 18 243 | 15,27 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 4 251 | 0,00 | 829 | 4,68 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 32 620 | 2,31 | 6 361 | 7,11 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 10 467 | −23,93 | 2 041 | −20,71 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 10 159 | −10,53 | 1 981 | −6,34 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 363 | 56,47 | 71 | 62,79 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | ESL Trust Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2 906 | 6,60 | 576 | 13,41 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 467 | 128,92 | 0 | |||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 316 | 0,00 | 62 | 5,17 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 4 251 | 3,51 | 1 | |||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 382 480 | 0,00 | 74 587 | 4,68 | ||||
| 2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 41 435 | −1,43 | 8 080 | 3,19 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23 696 | 2,67 | 4 621 | 7,47 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 5 261 | 0,02 | 1 026 | 4,70 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1 674 | 0,60 | 327 | 5,16 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 1 990 | 0,00 | 388 | 4,86 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 16 453 | 0,00 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 1 215 | −7,74 | 237 | −3,67 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 2 000 | 0,00 | 390 | 4,84 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 8 395 | 0,50 | 1 637 | 5,21 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 1 957 | 1,08 | 382 | 5,83 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 1 458 | 3,55 | 284 | 8,40 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 1 834 | 0,27 | 358 | 5,00 | ||||
| 2025-08-14 | 13F | Wit, Llc | 250 167 | 48 785 | ||||||
| 2025-07-14 | 13F | Argentarii, LLC | 1 728 | 11,70 | 337 | 17,01 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 100 573 | 2,22 | 19 613 | 7,01 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 44 574 | −5,90 | 8 692 | −1,48 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 528 | −31,69 | 298 | −28,61 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 932 | 1 547 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 268 007 | −0,21 | 52 264 | 4,46 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 25 782 | 0,24 | 5 028 | 4,93 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 1 454 | −5,28 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 2 246 | 2,89 | 438 | 7,88 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 1 434 | −15,25 | 284 | −6,58 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 25 578 | 4 988 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 1 555 | −1,83 | 0 | |||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 308 | −16,63 | 255 | −12,67 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 3 746 | 0,00 | 731 | 4,73 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 139 592 | −0,68 | 27 222 | 3,97 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 673 | 0,00 | 131 | 4,80 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 94 | 18 | ||||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 066 | −25,33 | 598 | −21,86 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 32 416 | −2,08 | 6 321 | 2,50 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 19 240 | 3 568 | ||||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 2 373 | 463 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 2 899 | −0,10 | 565 | 4,63 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 4 447 | 31,03 | 853 | 26,93 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 4 514 | 10,58 | 884 | 16,32 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 24 228 | 33,46 | 4 725 | 39,72 | ||||
| 2025-08-08 | 13F | Wealth Quarterback LLC | 1 329 | −33,55 | 259 | −30,38 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 238 826 | 0,14 | 47 | 4,55 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 15 372 | 0,26 | 2 998 | 4,94 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7 811 | −3,13 | 1 523 | 1,40 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 12 156 | −13,10 | 2 370 | −9,06 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 7 239 | −1,01 | 1 412 | 3,60 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1 351 | −45,26 | 283 | −38,34 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 40 | 0,00 | 8 | 0,00 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 1 755 | 6,82 | 342 | 11,76 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 3 471 | −4,67 | 677 | −0,29 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 32 075 | −1,36 | 6 255 | 3,25 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 22 535 | 0,25 | 4 395 | 4,94 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 1 536 | 0,00 | 300 | 4,55 | ||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 44 264 | 7,26 | 8 632 | 12,28 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1 721 | 0,00 | 336 | 8,41 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 2 036 | 57,22 | 399 | 65,15 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 1 504 | 0,00 | 293 | 4,64 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 6 394 | 5,34 | 1 247 | 10,27 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 804 | −13,00 | 1 912 | −8,91 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 13 412 | 43,61 | 2 616 | 50,37 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 2 097 | −1,27 | 409 | 3,54 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 78 | 15 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 57 398 | −0,41 | 11 193 | 4,26 | ||||
| 2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 3 487 | 37,77 | 680 | 44,16 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 9 269 | −0,43 | 1 808 | 4,21 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 041 | 7,47 | 788 | 12,57 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 124 223 | 0,46 | 24 225 | 5,16 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 4 134 | 18,08 | 807 | 24,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 176 390 | −22,96 | 34 413 | −19,22 | ||||
| 2025-07-16 | 13F | Jentner Corp | 6 162 | 0,41 | 1 202 | 5,07 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 10 726 | 19 401,82 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 93 413 | −6,35 | 18 302 | −1,51 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 2 987 | −0,90 | 582 | 3,74 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 60 384 | −7,91 | 11 776 | −3,60 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 8 947 | −0,02 | 1 745 | 4,62 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 11 020 | 0,00 | 2 149 | 4,73 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 8 408 | 0,00 | 1 589 | −4,51 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 47 | 0,00 | 9 | 12,50 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 2 014 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 48 801 | −38,12 | 9 517 | −39,11 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 162 441 | 83,51 | 30 167 | 82,94 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 873 | 0,00 | 170 | 4,94 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 6 829 | −6,91 | 1 332 | −2,56 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 3 335 | −25,61 | 650 | −22,16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 354 686 | 5,44 | 69 167 | 10,38 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 177 | 35 | ||||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 2 999 | 0,00 | 585 | 4,66 | ||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4 777 | −0,54 | 932 | 4,14 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 284 | −0,52 | 1 420 | 4,11 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 22 001 | −2,78 | 4 291 | 1,78 |
