Grundläggande statistik
Institutionella ägare | 1585 total, 1582 long only, 1 short only, 2 long/short - change of 1,60% MRQ |
Genomsnittlig portföljallokering | 0.5805 % - change of −6,50% MRQ |
Institutionella aktier (lång) | 86 494 505 (ex 13D/G) - change of −1,66MM shares −1,89% 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 16, 2025 is 209,02 / share. Previously, on September 17, 2024, the share price was 198,06 / share. This represents an increase of 5,53% 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.
Uppgradera
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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 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 1 222 | −80,40 | 238 | −79,50 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 38 583 | 8 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 24 184 | 2,54 | 4 716 | 7,35 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 12 436 | −2,45 | 2 436 | 2,61 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 1 474 | 1,24 | 288 | 5,90 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 440 453 | 4,78 | 85 893 | 9,68 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 41 069 | 0,08 | 8 009 | 4,76 | ||||
2025-08-13 | 13F | KDK Private Wealth Management, LLC | 1 622 | −0,98 | 316 | 3,61 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 6 466 | 11,62 | 1 261 | 16,77 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 052 | −4,82 | 400 | −0,25 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 11 060 | −19,22 | 2 157 | −15,45 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 1 945 | −3,47 | 379 | −5,01 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 2 768 | −2,84 | 540 | 1,70 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 1 315 | 0,00 | 256 | 4,92 | ||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1 244 | 0,00 | 247 | 6,49 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 3 | 0,00 | 1 | |||||
2025-07-23 | 13F | Country Club Bank /gfn | 3 087 | 0,00 | 604 | 5,59 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 4 636 | 0,26 | 904 | 4,99 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 38 886 | 0,19 | 7 583 | 4,88 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 10 675 | −10,44 | 2 082 | −6,26 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 15 818 | 7,55 | 3 085 | 12,60 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 14 874 | −0,23 | 2 901 | 4,43 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 2 765 | 0,00 | 539 | 4,66 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 3 023 | −2,61 | 1 | |||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 8 463 | −37,03 | 1 707 | −31,80 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 4 252 | −2,30 | 829 | 2,35 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 2 317 | 9,04 | 452 | 14,18 | ||||
2025-07-15 | 13F | Gpwm Llc | 32 391 | −0,93 | 6 317 | 3,71 | ||||
2025-07-14 | 13F | Friday Financial | 4 053 | 0,12 | 790 | 3,00 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 12 726 | 6,10 | 2 482 | 11,06 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2 281 | 4,73 | 445 | 9,63 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 1 117 | 218 | ||||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 24 396 | −17,70 | 4 757 | −13,85 | ||||
2025-07-03 | 13F | JBGlobal.com LLC | 52 374 | −28,47 | 10 213 | −25,12 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 5 629 | 0,00 | 1 098 | 4,68 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 610 | 0,00 | 0 | |||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 21 830 | −0,61 | 4 257 | 4,03 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 1 106 | 216 | ||||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 366 | −29,55 | 266 | −26,32 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 50 | 0,00 | 10 | 0,00 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 2 028 | 0,00 | 395 | 4,77 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 7 986 | −56,92 | 1 560 | −54,88 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 258 | −0,18 | 635 | 4,44 | ||||
2025-04-23 | 13F | Madrona Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 5 667 | −4,37 | 1 105 | 0,09 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 19 438 | −35,01 | 3 791 | −31,97 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 9 723 | −24,76 | 1 896 | −21,23 | ||||
2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 1 570 | 6,22 | 315 | 19,32 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 3 121 | −4,59 | 609 | −0,16 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 12 861 | −34,83 | 2 508 | −31,77 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 782 506 | 0,97 | 152 597 | 5,69 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 17 173 | −1,15 | 3 349 | 3,46 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 6 952 | −3,66 | 1 356 | 0,82 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 14 699 | 23,67 | 2 866 | 29,45 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 1 042 | 203 | ||||||
2025-08-07 | 13F | Argent Advisors, Inc. | 1 601 | 0,00 | 312 | 4,70 | ||||
2025-08-14 | 13F | Potentia Wealth | 2 709 | 0,00 | 528 | 4,76 | ||||
2025-06-30 | NP | PFSMX - RiskPro® PFG 30+ Fund Class R | 12 063 | 2,14 | 2 171 | −10,44 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4 436 | 0,14 | 865 | 4,85 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 11 137 | 0,00 | 2 075 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812 288 | 67,08 | 156 323 | 72,35 | ||||
2025-08-07 | 13F | Summit X, LLC | 3 646 | 100,00 | 711 | 109,73 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Jmac Enterprises Llc | 57 051 | 0,94 | 11 126 | 5,67 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 1 173 | 229 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 169 | 0,00 | 33 | 3,23 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 20 869 | 5,26 | 4 070 | 10,18 | ||||
2025-05-01 | 13F | Platform Technology Partners | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 2 448 | −23,33 | 0 | |||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 2 010 | −7,84 | 392 | −3,45 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 3 015 | 34,84 | 588 | 41,11 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 15 175 | −15,73 | 2 959 | −14,48 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 18 617 | −3,38 | 3 631 | 1,14 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 4 867 | 949 | ||||||
2025-08-18 | 13F | Pacific Center for Financial Services | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Foster Group, Inc. | 203 956 | −0,64 | 39 773 | 4,01 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 18 434 | −0,78 | 3 595 | 3,87 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 111 | 0,00 | 21 | −4,76 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 3 627 | 0,03 | 707 | 4,74 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 71 423 | 5,05 | 13 928 | 9,97 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 1 900 | −13,64 | 372 | −9,05 | ||||
2025-04-01 | NP | GMOM - Cambria Global Momentum ETF | 31 772 | −9,05 | 6 523 | −6,06 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 10 632 | −0,10 | 2 073 | 4,59 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 11 831 | 8,98 | 2 307 | 14,09 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 28 774 | −0,07 | 5 611 | 4,62 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 18 212 | 5,79 | 3 552 | 10,73 | ||||
2025-08-25 | 13F/A | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 94 | 0,00 | 18 | 5,88 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 502 | 0,00 | 100 | 6,45 | ||||
2025-08-14 | 13F | Navigoe, LLC | 49 | 32,43 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 840 | 114,70 | 359 | 125,16 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 30 771 | 7,96 | 4 629 | 15,75 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1 591 | 0,00 | 310 | 4,73 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 888 | −45,26 | 1 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 3 195 | −16,73 | 636 | −7,02 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 857 | −50,17 | 167 | −47,81 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 1 212 | 236 | ||||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 70 627 | −0,84 | 13 790 | 3,93 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 6 156 | −0,73 | 1 200 | 3,90 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 1 495 | −10,91 | 292 | −6,73 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 15 478 | −5,81 | 3 | 0,00 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 74 298 | 0,00 | 14 489 | 4,68 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 38 105 | −1,85 | 7 431 | −3,42 | ||||
2025-04-28 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 760 | 148 | ||||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 2 057 | 0,00 | 401 | 4,70 | ||||
2025-08-13 | 13F | M&t Bank Corp | 58 070 | 17,56 | 11 324 | 23,06 | ||||
2025-07-24 | 13F | Eastern Bank | 203 | 0,00 | 40 | 5,41 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 316 993 | 4,59 | 61 817 | 9,48 | ||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 28 557 | −2,15 | 5 595 | 2,91 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 14 850 | −2,62 | 2 896 | 1,94 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 19 416 | −7,27 | 3 786 | −2,92 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 1 926 | 0,00 | 376 | 4,75 | ||||
2025-07-15 | 13F | Maseco Llp | 1 000 | 195 | ||||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 4 936 | −13,08 | 963 | −8,99 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 3 702 | −7,86 | 722 | −3,61 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 3 400 | −2,72 | 681 | 4,61 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 86 | 19,44 | 17 | 23,08 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 43 596 | 53,78 | 8 502 | 60,97 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 51 675 | −0,46 | 10 077 | 4,20 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 103 560 | −1,88 | 20 195 | 2,71 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 91 | 0,00 | 18 | 6,25 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9 553 | −22,04 | 1 863 | −18,40 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 504 | 70,27 | 98 | 78,18 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 664 | −26,64 | 1 299 | −23,23 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 43 103 | 4,97 | 8 406 | 9,88 | ||||
2025-08-14 | 13F | Glenview Trust Co | 3 262 | 38,93 | 636 | 45,54 | ||||
2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2 660 | −3,69 | 519 | 0,78 | ||||
2025-08-12 | 13F | Martin Worley Group | 5 671 | −1,36 | 1 106 | 3,17 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 1 290 | 2,79 | 251 | 7,73 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 35 175 | 0,09 | 6 859 | 4,78 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 372 856 | −7,43 | 72 711 | −3,10 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | LongView Wealth Management | 4 728 | −3,08 | 922 | 1,54 | ||||
2025-08-14 | 13F | KKM Financial LLC | 2 049 | 0,00 | 400 | 4,72 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 46 321 | 4,87 | 9 | 12,50 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 5 989 | −1,29 | 1 168 | 3,27 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 26 379 | −0,56 | 5 144 | 4,11 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 5 612 | 210,06 | 1 045 | 249,50 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7 548 | −1,68 | 1 472 | 2,94 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 47 | 0,00 | 9 | 12,50 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 16 279 | 4,09 | 3 175 | 8,96 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 116 | 2,57 | 608 | 7,24 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 4 416 | −0,41 | 861 | 4,24 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 964 | 8,39 | 383 | 13,35 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 7 351 | 0,46 | 1 433 | 5,14 | ||||
2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Weik Capital Management | 3 000 | 0,00 | 585 | 4,84 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 58 860 | −0,34 | 11 478 | 4,33 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 5 593 | 1 091 | ||||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 114 766 | 4,88 | 22 485 | 10,30 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 780 538 | −2,20 | 152 213 | 2,38 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 44 336 | 3,24 | 8 646 | 8,06 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 2 308 | 0,00 | 450 | 4,90 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 1 430 | 22,33 | 279 | 28,11 | ||||
2025-04-25 | 13F/A | Blankinship & Foster, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 88 474 | −6,02 | 17 253 | −1,62 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 107 | −44,56 | 21 | −42,86 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 2 902 | −28,72 | 566 | −25,46 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 500 | 0,00 | 0 | |||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 1 100 | −0,18 | 214 | 4,39 | ||||
2025-07-23 | 13F | Sachetta, LLC | 490 | −2,58 | 96 | 2,15 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 877 | 3,41 | 1 731 | 8,26 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10 172 | −0,33 | 1 984 | 4,31 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 24 243 | 10,29 | 4 728 | 15,46 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 2 922 | −12,62 | 1 | |||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 67 836 | 5,27 | 13 229 | 10,19 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 2 | −96,36 | 0 | −100,00 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 10 933 | 6,99 | 2 132 | 11,98 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 6 854 | 17,65 | 1 337 | 23,13 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 5 350 | 22,68 | 1 043 | 28,45 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 664 | 29,20 | 1 495 | 35,20 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 14 057 | 0,00 | 2 741 | 4,70 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 783 | 0,00 | 153 | 4,83 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 3 522 | 1,67 | 687 | 6,36 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 5 096 | −15,15 | 1 032 | −7,78 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 17 755 | 1,58 | 3 462 | 6,33 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 9 738 | −8,63 | 1 899 | −4,38 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 378 | −1,31 | 74 | 2,82 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 1 241 | 243 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Curio Wealth, Llc | 706 | 23 433,33 | 138 | 26,85 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 2 682 | −7,49 | 523 | −3,15 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2 635 | −8,09 | 514 | −3,93 | ||||
2025-08-05 | 13F | Burney Co/ | 1 411 | −21,91 | 275 | −18,15 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 402 203 | 78 | ||||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 13 | 0,00 | 3 | 0,00 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 105 | 0,00 | 215 | 4,88 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 154 | 1,23 | 225 | 6,13 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 20 921 | 11,99 | 4 080 | 17,21 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 12 386 | 0,00 | 2 415 | 4,68 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 11 938 | −49,83 | 2 328 | −50,65 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 8 477 | −14,75 | 1 653 | −10,75 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 820 | 0,00 | 160 | 4,61 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 19 354 | 41,90 | 3 774 | 48,58 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 386 | 0,00 | 75 | 5,63 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 2 948 | 0,96 | 575 | 5,71 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 273 786 | 4,17 | 53 391 | 9,05 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Annandale Capital, LLC | 1 625 | 0,00 | 0 | |||||
2025-07-28 | 13F | CGC Financial Services, LLC | 1 841 | 0,00 | 359 | 4,97 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 381 568 | −7,21 | 74 410 | −2,86 | ||||
2025-08-11 | 13F | EMC Capital Management | 100 | 0,00 | 0 | |||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 5 857 | −0,12 | 1 142 | 4,58 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 13 355 | −73,35 | 2 604 | −72,10 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 397 979 | 39,15 | 77 610 | 45,66 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 10 155 | 2,00 | 1 980 | 6,80 | ||||
2025-08-14 | 13F | Fuller & Thaler Asset Management, Inc. | 68 | 3,03 | 13 | 8,33 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 9 071 | 0,00 | 1 777 | 5,21 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 1 140 | 0,18 | 229 | 8,06 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 6 461 | 24,97 | 1 260 | 30,74 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 54 869 | −59,80 | 10 700 | −57,91 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 2 654 | −0,71 | 519 | 4,22 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 370 | 29,37 | 462 | 35,48 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 3 179 | 0,00 | 620 | 4,56 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 12 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 248 | 0,00 | 48 | 4,35 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 5 648 | −0,91 | 1 101 | 3,77 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 1 730 | 7,59 | 337 | 12,71 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 537 | −11,31 | 300 | −7,14 | ||||
2025-04-10 | 13F | Fluent Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 22 930 | −1,95 | 4 472 | 2,64 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 2 825 | 0,00 | 1 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 27 226 | −24,34 | 5 309 | −20,80 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 85 268 | 1 557,94 | 16 628 | 1 635,70 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 11 523 | 2 247 | ||||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 47 579 | −3,08 | 9 278 | 1,45 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 27 324 | −2,75 | 5 | 0,00 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 253 | −1,17 | 49 | 4,26 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 117 238 | −5,79 | 22 863 | −1,38 | ||||
2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 20 647 | 0,15 | 4 026 | 4,84 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 1 108 | 216 | ||||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 910 | 762 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 93 131 | 39,75 | 18 165 | 46,31 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 1 239 | 0,00 | 242 | 4,78 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 25 195 | −1,08 | 4 913 | 3,56 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 54 245 | −20,61 | 10 578 | −16,90 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 40 546 | 0,11 | 7 907 | 4,80 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 3 930 | 3,18 | 766 | 8,04 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 5 069 | −7,99 | 993 | −3,22 | ||||
2025-08-18 | 13F | Rexford Capital Inc | 1 900 | 371 | ||||||
2025-07-31 | 13F | University of Maryland Foundation, Inc. | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 3 774 | −3,38 | 736 | 1,10 | ||||
2025-07-30 | 13F | Advantage Trust Co | 1 000 | 0,00 | 195 | 4,84 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 2 131 | 6,55 | 416 | 11,56 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 1 035 | 202 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 9 453 | −0,53 | 1 843 | 4,12 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 379 601 | 7,20 | 74 026 | 12,22 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 1 000 | 0,00 | 195 | 4,84 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3 488 | 14,32 | 680 | 19,72 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 36 862 | −0,20 | 7 188 | 4,48 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6 831 | −5,37 | 1 332 | −0,89 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 9 865 | 4,12 | 1 924 | 8,95 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 38 796 | −7,82 | 7 566 | −3,51 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 184 | −12,80 | 36 | −10,26 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 7 776 | −4,00 | 1 470 | 4,78 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 93 804 | 25,81 | 18 293 | 31,69 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16 652 | 14,09 | 3 247 | 19,42 | ||||
2025-08-05 | 13F | Snider Financial Group | 1 438 | −4,58 | 280 | 0,00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 6 604 | −2,21 | 1 288 | 2,31 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | New Age Alpha Advisors, LLC | 25 857 | 152,12 | 5 042 | 163,98 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 1 920 | 0,00 | 357 | 0,00 | ||||
2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 5 346 | −0,96 | 1 043 | 3,68 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1 534 | −0,65 | 299 | 4,18 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 2 256 | −30,97 | 440 | −27,80 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 19 | 0,00 | 4 | 0,00 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 18 706 | −1,04 | 3 648 | 3,58 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 2 485 | −2,36 | 485 | 2,11 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 230 | 21,05 | 45 | 25,71 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 15 812 | 3 083 | ||||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 26 901 | −11,66 | 5 246 | −7,54 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 3 819 | −6,24 | 745 | −1,85 | ||||
2025-04-22 | 13F | Innealta Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 24 434 | 16,23 | 4 765 | 21,65 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 8 201 | −5,53 | 1 599 | −1,11 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 505 618 | 128,82 | 98 654 | 139,67 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 210 | 0,00 | 41 | 2,56 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 1 406 | 0,00 | 274 | 4,98 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 900 | 0,00 | 176 | 4,79 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 47 400 | 30,22 | 9 243 | 36,33 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 3 228 | 6,96 | 630 | 11,92 | ||||
2025-07-07 | 13F | Lwm Advisors Inc | 1 545 | 0,00 | 301 | 5,24 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 156 | 30 | ||||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 184 022 | 6,44 | 35 886 | 11,42 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 310 | −9,31 | 1 231 | −5,09 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 931 | −7,39 | 377 | −3,09 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 3 968 | −0,05 | 774 | 4,60 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 1 788 | 0,00 | 349 | 4,50 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 10 034 | 0,47 | 1 957 | 5,16 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 270 049 | 1,69 | 52 662 | 6,45 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 41 267 | −21,90 | 8 048 | −18,25 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 16 566 | 0,24 | 3 231 | 4,94 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 192 | 0,00 | 37 | 5,71 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 143 | 0,00 | 28 | 3,85 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 2 119 | 3,77 | 421 | 10,53 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1 374 | 0,00 | 269 | 4,69 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 37 607 | 0,33 | 7 334 | 5,03 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 1 505 | −45,17 | 294 | −42,66 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 5 841 | 0,00 | 1 139 | 4,69 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 4 761 | 25,09 | 928 | 30,89 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 24 541 | 6,83 | 4 786 | 11,83 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 557 | −74,99 | 109 | −73,91 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 15 801 | 15,78 | 3 081 | 21,20 | ||||
2025-08-04 | 13F | Atria Investments Llc | 103 130 | −8,34 | 20 111 | −4,05 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 225 | 0,00 | 44 | 4,88 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 1 970 | −38,67 | 384 | −35,79 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3 638 | 709 | ||||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 8 485 | −0,09 | 1 655 | 4,55 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 13 059 | −1,31 | 2 547 | 3,29 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 117 826 | 73,55 | 22 977 | 81,66 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 40 752 | 6,35 | 7 947 | 11,33 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 2 122 | −20,29 | 414 | −16,57 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 9 728 | 168,06 | 1 906 | 181,95 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 1 465 | 286 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 1 561 | 0,32 | 304 | 5,19 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 861 | 28,08 | 1 092 | 20,42 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 5 564 | 17,71 | 1 085 | 23,30 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 339 | −3,81 | 262 | 1,16 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 325 | −42,98 | 63 | −40,57 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 8 408 | 0,00 | 1 640 | 4,66 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 35 967 | −11,81 | 7 014 | −7,69 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 29 910 | −0,85 | 5 833 | 3,79 | ||||
2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 61 225 | −7,40 | 12 | −8,33 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES | 3 510 | 684 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 39 | 8 | ||||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 105 438 | 86,36 | 20 658 | 96,01 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 3 051 | −0,88 | 568 | −10,13 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 10 681 | 0,07 | 2 089 | 5,03 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 12 180 | 1,31 | 2 375 | 6,07 | ||||
2025-05-14 | 13F | Heritage Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Nemes Rush Group LLC | 9 | −99,79 | 2 | −99,87 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 8 547 | 1,36 | 1 667 | 6,11 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 59 630 | 7,74 | 11 628 | 12,78 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 29 061 | 1,59 | 5 832 | 9,42 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 33 759 | 0,24 | 6 583 | 4,93 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 3 262 | 0,00 | 636 | 4,78 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 2 121 | −1,99 | 414 | 2,48 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 7 871 | −29,86 | 1 535 | −26,60 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 4 309 | −25,11 | 840 | −21,57 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 062 970 | −18,96 | 208 088 | −14,51 | ||||
2025-07-10 | 13F | Envision Financial LLC | 15 762 | −0,67 | 3 074 | 3,96 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 4 040 | 0,00 | 1 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 17 303 | −2,15 | 3 374 | 2,43 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 35 | 0,00 | 7 | 0,00 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 2 860 | 0,00 | 558 | 4,70 | ||||
2025-07-10 | 13F | Trust Point Inc. | 19 442 | −34,27 | 3 791 | −31,20 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 1 748 | 38,73 | 341 | 36,55 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 400 | 0,00 | 78 | 5,41 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 306 523 | 5,34 | 59 775 | 10,27 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 435 | 0,46 | 85 | 5,00 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 1 339 | −21,28 | 261 | −17,41 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 1 100 | 220 | ||||||
2025-07-08 | 13F | Legacy Private Trust Co. | 3 333 | −19,26 | 650 | −15,60 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 219 | −25,76 | 44 | −15,69 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 11 723 | −3,63 | 2 286 | 0,88 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 9 034 | −4,31 | 2 | 0,00 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 1 208 | 0,00 | 236 | 4,44 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 1 399 | 273 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 1 436 793 | 3,38 | 280 189 | 8,22 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 149 397 | −0,86 | 29 134 | 3,78 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 1 282 | −0,08 | 250 | 4,60 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 28 515 | 14,43 | 5 561 | 19,78 | ||||
2025-08-11 | 13F | Tidemark, LLC | 230 | 0,00 | 45 | 4,76 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 38 128 | 1,44 | 7 435 | 6,18 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 1 879 | 367 | ||||||
2025-08-12 | 13F | Calton & Associates, Inc. | 1 510 | 294 | ||||||
2025-08-08 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 1 348 | −6,91 | 263 | −2,60 | ||||
2025-08-05 | 13F | Intellectus Partners, LLC | 7 290 | −8,43 | 1 428 | −3,71 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 1 096 | 0,09 | 214 | 4,41 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 3 974 | 7,32 | 775 | 12,34 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 2 866 | 150,52 | 559 | 161,97 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 4 317 | 1,27 | 842 | 5,92 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 6 079 | 3,23 | 1 185 | 8,12 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 24 694 | 0,20 | 4 816 | 4,90 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 69 582 | 0,50 | 13 569 | 5,21 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 142 693 | 0,56 | 27 826 | 5,27 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 15 038 | 0,14 | 2 933 | 4,83 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 5 798 | −3,59 | 1 131 | 0,89 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 70 | 0,00 | 14 | 0,00 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 43 375 | 5,78 | 8 459 | 10,74 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 986 | 1,44 | 192 | 6,08 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 10 325 | 63,97 | 2 013 | 71,61 | ||||
2025-08-14 | 13F | Forest Hill Capital, LLC | 6 900 | 0,00 | 1 346 | 4,67 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 9 | 0,00 | 2 | 0,00 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 354 002 | −7,46 | 6 217 | 67,55 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 22 797 | 9,15 | 4 446 | 14,27 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 56 161 | −4,19 | 10 952 | 0,30 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 13 231 | −2,82 | 2 580 | 1,74 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 15 924 | 0,00 | 3 105 | 4,69 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 16 132 | −0,95 | 3 267 | 11,08 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 10 548 | 25,69 | 2 057 | 31,61 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 2 633 | −56,62 | 513 | −54,60 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 3 789 | −0,29 | 739 | 4,38 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 790 | 7,92 | 154 | 13,24 | ||||
2025-04-09 | 13F | Advance Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Cidel Asset Management Inc | 1 750 | 0,00 | 341 | 4,60 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 33 | −62,92 | 7 | −62,50 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 480 | −7,72 | 679 | −3,42 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 6 989 | −1,78 | 1 363 | 2,79 | ||||
2025-07-02 | 13F | InvesTrust | 8 314 | −0,17 | 1 621 | 4,51 | ||||
2025-07-21 | 13F | 25 Llc | 191 385 | 3,79 | 37 322 | 8,65 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 28 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 2 728 | −43,21 | 532 | −69,76 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 46 895 | 2,66 | 9 145 | 7,51 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 19 017 | 26,55 | 3 709 | 32,48 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 9 784 | −0,56 | 1 908 | 4,09 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 1 491 | 0,40 | 291 | 5,07 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 2 453 | 81,30 | 478 | 90,44 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 14 442 | 0,22 | 2 816 | 4,92 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 7 431 | 26,79 | 1 449 | 32,81 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 2 376 | −2,86 | 463 | 1,76 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3 199 | 0,00 | 624 | 4,53 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 13 661 | 11,44 | 2 664 | 16,69 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 610 689 | 7,54 | 119 090 | 12,57 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 1 700 | −26,09 | 332 | −22,66 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 15 836 | −71,05 | 3 088 | −69,69 | ||||
2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 4 415 | 0,00 | 822 | 0,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 42 700 | 56,99 | 8 327 | 64,32 | |||
2025-08-04 | 13F | Saxony Capital Management, LLC | 2 771 | 540 | ||||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 2 700 | 0,00 | 526 | 4,78 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 806 | −86,04 | 352 | −85,39 | ||||
2025-08-11 | 13F | Citigroup Inc | 19 731 | −6,39 | 3 848 | −2,01 | ||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 6 665 | 1 300 | ||||||
2025-08-08 | 13F | Wrapmanager Inc | 4 038 | −1,70 | 787 | 2,88 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 480 301 | 46,98 | 96 886 | 59,16 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 7 980 | −8,80 | 1 556 | −4,54 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 3 204 | 0,00 | 625 | 4,70 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 3 587 | −1,10 | 700 | 3,56 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 694 | −5,27 | 525 | −0,76 | ||||
2025-08-13 | 13F | Alerus Financial Na | 274 | 53 | ||||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 117 444 | 1,74 | 22 903 | 6,50 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 3 724 | 0,00 | 726 | 4,76 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 232 | 0,00 | 45 | 4,65 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 38 814 | −1,38 | 7 569 | 2,98 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 2 514 | 3,54 | 490 | 8,41 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Breakwater Capital Group | 8 555 | 5,14 | 1 668 | 10,10 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 45 779 | 1,81 | 8 927 | 6,58 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 225 | 9,76 | 44 | 7,50 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 1 058 | 206 | ||||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 16 | 0,00 | 3 | 50,00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 14 731 | −0,39 | 2 873 | 4,25 | ||||
2025-07-07 | 13F | Investors Research Corp | 546 | 0,00 | 106 | 4,95 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 3 978 | −3,96 | 776 | 0,52 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 760 | 3,06 | 538 | 7,83 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 100 | −9,76 | 410 | −5,54 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6 394 | 5,53 | 1 247 | 10,17 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4 250 | −10,24 | 1 | |||||
2025-07-11 | 13F | Diversified Trust Co | 1 681 | 328 | ||||||
2025-08-14 | 13F | SWAN Capital LLC | 53 552 | 95,32 | 10 443 | 104,48 | ||||
2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 3 410 | 676 | ||||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 37 | 0,00 | 7 | 16,67 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 13 388 | 3,90 | 2 611 | 8,75 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 080 | −8,47 | 211 | −4,11 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 7 | −79,41 | 1 | −83,33 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 3 082 | 0,00 | 604 | 5,05 | ||||
2025-08-18 | 13F | Finward Bancorp | 2 156 | 0,51 | 420 | 5,26 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 10 635 | −6,06 | 2 074 | −1,66 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 724 | −5,17 | 336 | −0,59 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 213 | 3,25 | 1 017 | 8,08 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 880 807 | 22,64 | 171 766 | 28,38 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 2 380 | 11,01 | 479 | 32,04 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 12 311 | 0,12 | 2 401 | 4,80 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 11 551 | −25,01 | 2 253 | −21,51 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 1 296 | −11,48 | 241 | −16,90 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3 054 | 14,51 | 596 | 19,96 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 5 615 | 3,14 | 1 095 | 7,99 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 45 793 | −3,85 | 8 930 | 0,65 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DT Investment Partners, LLC | 55 | 0,00 | 11 | 0,00 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 55 | −57,69 | 11 | −58,33 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 74 489 | 2,26 | 14 526 | 7,05 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 1 995 | 10,28 | 389 | 15,48 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 15 | 0,00 | 0 | |||||
2025-07-16 | 13F | RWM Asset Management, LLC | 3 194 | 138,18 | 623 | 149,80 | ||||
2025-08-14 | 13F | Graney & King, LLC | 1 077 | 0,00 | 210 | 5,00 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 118 | 0,00 | 23 | 4,76 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 37 417 | −0,18 | 7 297 | 4,50 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 75 446 | −0,03 | 14 713 | 4,65 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 17 661 | −17,92 | 3 444 | −14,07 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 19 844 | 0,78 | 3 870 | 5,48 | ||||
2025-07-18 | 13F | Hudson Value Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Tillman Hartley LLC | 3 125 | 186,96 | 609 | 200,00 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 4 736 | 924 | ||||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 635 | 0,00 | 124 | 4,24 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Regions Financial Corp | 26 739 | 32,31 | 5 214 | 38,52 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 260 | −49,32 | 48 | −48,39 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Willis Investment Counsel | 54 351 | 89,06 | 10 599 | 97,91 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 2 311 | −35,14 | 452 | −31,98 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 1 142 | −22,42 | 223 | −18,98 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 995 | 415,54 | 195 | 454,29 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 8 896 | −9,35 | 1 735 | −5,14 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 7 038 | −2,74 | 1 373 | 1,78 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 135 194 | 0,42 | 26 364 | 5,12 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 155 | 35,96 | 420 | 42,37 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 29 842 | 3,65 | 5 820 | 8,50 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 7 107 | −26,78 | 1 | 0,00 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 23 786 | 1,67 | 4 635 | 6,41 | ||||
2025-07-02 | 13F | Marotta Asset Management | 133 063 | −2,88 | 25 949 | −5,67 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 238 | 0,00 | 47 | 4,55 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 377 | −1,45 | 464 | 3,12 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Texas Bank & Trust Co | 7 165 | −4,53 | 1 397 | −0,07 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 73 341 | 2,43 | 14 302 | 7,23 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 7 466 | 0,00 | 1 463 | 5,18 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 3 530 | −5,51 | 692 | −0,58 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 16 063 | −5,90 | 3 128 | −1,64 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 2 679 | −2,12 | 523 | 2,55 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 205 765 | −5,27 | 40 126 | −0,83 | ||||
2025-05-02 | 13F | Litman Gregory Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 51 909 | −8,52 | 10 123 | −4,24 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 2 468 | 0,57 | 481 | 5,25 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 17 683 | −9,08 | 3 448 | −4,83 | ||||
2025-07-08 | 13F | Lpwm Llc | 2 160 | 46,74 | 421 | 53,65 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 3 175 | 0,32 | 619 | 5,09 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 35 610 | 0,00 | 6 944 | 4,69 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 6 977 | −8,14 | 1 361 | −3,82 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 7 372 | 2,15 | 1 438 | 6,92 | ||||
2025-07-16 | 13F | LS Investment Advisors, LLC | 14 202 | −1,25 | 2 770 | 3,36 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 1 965 | 1,50 | 383 | 6,39 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 36 495 | 4,20 | 7 117 | 9,07 | ||||
2025-07-28 | 13F | RMR Capital Management, LLC | 10 240 | −27,23 | 1 997 | −23,85 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 5 752 | 18,11 | 1 122 | 23,59 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 52 | 0,00 | 10 | 11,11 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 3 560 | 2,95 | 707 | 9,63 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 43 439 | 0,43 | 8 | 0,00 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 453 785 | 12,32 | 88 493 | 17,58 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 16 150 | 3 149 | ||||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Heritage Wealth Advisors | 183 | 190,48 | 36 | 218,18 | ||||
2025-05-14 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1 921 | 0,00 | 375 | 4,76 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 91 | 0,00 | 18 | 6,25 | ||||
2025-07-18 | 13F | Truist Financial Corp | 203 501 | −8,26 | 39 685 | −3,97 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 1 342 | 12,21 | 263 | 18,02 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 512 | 2,09 | 295 | 6,91 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 83 | 0,00 | 16 | 6,67 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 1 883 | 0,00 | 367 | 4,86 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 3 527 | 688 | ||||||
2025-08-13 | 13F | JT Stratford LLC | 3 994 | 9,39 | 779 | 14,41 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 17 160 | 0,00 | 3 346 | 4,69 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 56 | 0,00 | 11 | 0,00 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 3 032 | 4,19 | 591 | 13,00 | ||||
2025-04-25 | 13F | Westfuller Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 19 948 | 4,51 | 3 890 | 9,40 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 1 886 | 0,69 | 368 | 5,46 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 1 611 | −38,72 | 314 | −35,79 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 25 | −71,26 | 5 | −75,00 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 131 | −7,60 | 220 | −3,51 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 865 | −4,70 | 364 | −0,27 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 633 | 0,00 | 123 | 5,13 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 345 | 0,00 | 67 | 4,69 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 341 | 0,07 | 262 | 4,82 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 375 | 0,00 | 73 | 5,80 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 13 040 | 0,00 | 2 543 | 4,65 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 1 731 | −2,42 | 339 | 2,73 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 17 859 | −0,62 | 3 483 | 4,03 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 2 584 | −89,92 | 504 | −89,46 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 10 204 | −1,59 | 1 990 | 3,00 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 4 880 | −18,86 | 952 | −15,09 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 1 030 | 201 | ||||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 517 | 0,00 | 101 | 4,17 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 55 508 | −24,02 | 10 825 | −20,46 | ||||
2025-08-13 | 13F | Northern Trust Corp | 26 008 | 5,09 | 5 072 | 10,00 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1 242 | −25,54 | 0 | |||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 63 847 | −0,28 | 12 | 9,09 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 314 540 | 1,92 | 61 625 | 7,19 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 120 | 0,00 | 23 | 4,55 | ||||
2025-08-13 | 13F | Echo45 Advisors LLC | 16 606 | 2,43 | 3 238 | 7,22 | ||||
2025-08-06 | 13F | Bonfire Financial | 1 596 | −0,31 | 313 | 4,70 | ||||
2025-07-18 | 13F | Westhampton Capital, LLC | 3 624 | 0,00 | 707 | 4,59 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 523 | 297 | ||||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 074 | −0,19 | 599 | 4,54 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 2 866 | 0,00 | 559 | 4,69 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 1 744 | −4,18 | 340 | 0,59 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 1 422 | −6,08 | 277 | −1,77 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Iowa State Bank | 2 531 | 0,00 | 494 | 4,67 | ||||
2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES | 6 911 | −1,31 | 1 348 | 3,30 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 400 | −65,00 | 273 | −63,36 | |||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 800 | −6,45 | 1 131 | −1,99 | |||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 232 | −90,02 | 45 | −89,61 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 48 867 | 161,45 | 9 530 | 173,74 | ||||
2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 478 | 13,93 | 484 | 19,26 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 9 990 | −4,63 | 1 948 | −0,15 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 1 251 | −7,54 | 244 | −3,19 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 11 149 | 23,15 | 2 174 | 21,18 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 5 419 | −0,31 | 1 057 | 4,35 | ||||
2025-08-05 | 13F | Tsfg, Llc | 2 433 | −0,41 | 0 | |||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 14 | 3 | ||||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 1 457 | 5,05 | 284 | 10,08 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 18 168 | −0,61 | 3 655 | 16,77 | ||||
2025-08-14 | 13F | Mariner, LLC | 452 257 | 3,89 | 88 212 | 8,80 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 245 | −15,52 | 48 | −12,96 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 6 312 | 0,16 | 1 231 | 4,77 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Fermata Advisors, LLC | 5 225 | 12,90 | 1 019 | 18,10 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 57 208 | −14,53 | 11 156 | −10,52 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 21 614 | −0,51 | 4 215 | 4,13 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 1 768 | −16,45 | 345 | −12,69 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 12 685 | −61,32 | 2 474 | −59,51 | ||||
2025-07-14 | 13F | Financial Harvest, LLC | 2 228 | 434 | ||||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 64 | 0,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 923 880 | −4,53 | 180 166 | −0,06 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13 118 | 157,62 | 2 558 | 169,83 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 3 295 | 0,00 | 643 | 4,73 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 1 798 | 0,56 | 352 | 5,71 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 61 675 | 5,92 | 12 027 | 10,88 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 14 449 | 215,14 | 2 818 | 229,86 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 315 854 | 5,54 | 61 595 | 10,48 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 54 126 | −23,05 | 10 555 | −19,45 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 16 379 | 3 | ||||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 1 067 | 208 | ||||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 841 | −4,95 | 753 | 0,00 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 7 171 | 0,00 | 1 398 | 4,72 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 100 246 | −4,91 | 19 549 | −0,46 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 5 719 | 9,20 | 1 115 | 14,36 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 517 | 18,58 | 101 | 23,46 | ||||
2025-07-14 | 13F | Abound Wealth Management | 866 | −4,10 | 169 | 0,00 | ||||
2025-06-18 | NP | NWHDX - Nationwide Bailard Cognitive Value Fund Class A | 3 556 | 0,00 | 640 | −12,33 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 370 | 0,00 | 72 | 5,88 | ||||
2025-04-14 | 13F | Midland Wealth Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 985 | 8,77 | 389 | 17,93 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 400 | 0,00 | 78 | 5,41 | ||||
2025-08-05 | 13F | KDT Advisors, LLC | 4 010 | 0,00 | 782 | 4,55 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 2 014 | −0,40 | 394 | 5,65 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 56 305 | −9,55 | 11 | −9,09 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 7 748 | 30,26 | 1 511 | 36,28 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 989 | 0,00 | 0 | |||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 4 337 | −2,06 | 846 | 2,55 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 1 805 | 0,28 | 352 | 4,78 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 813 | −7,25 | 939 | −2,90 | ||||
2025-04-16 | 13F | Griffin Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 1 393 | 0,00 | 272 | 4,63 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 1 834 | 4,62 | 358 | 9,51 | ||||
2025-05-02 | 13F | Grant Street Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | FDx Advisors, Inc. | 17 599 | −2,71 | 3 | 0,00 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 1 854 | −2,42 | 368 | 3,95 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 306 | −0,58 | 4 935 | 4,07 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 912 | 12,21 | 1 348 | 17,44 | ||||
2025-05-09 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 83 | 0,00 | 16 | 0,00 | ||||
2025-07-30 | 13F | BTS Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 14 145 | −51,62 | 2 758 | −49,36 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 16 142 | 5,74 | 3 148 | 10,65 | ||||
2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 5 421 | 5,41 | 1 024 | 0,69 | ||||
2025-08-13 | 13F | Rinkey Investments | 2 392 | 0,00 | 466 | 4,72 | ||||
2025-08-06 | 13F | Simmons Bank | 11 935 | −8,73 | 2 327 | −4,44 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 38 475 | 1,81 | 7 503 | 6,59 | ||||
2025-07-07 | 13F | Trust Co | 5 256 | 2,54 | 1 025 | 7,34 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 3 404 | 0,00 | 664 | 4,57 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 2 935 | 0,34 | 1 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 25 783 | 18,35 | 5 028 | 23,88 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 23 236 | 11,63 | 4 531 | 16,87 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 5 361 | −30,48 | 1 046 | −27,23 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 88 775 | 3,07 | 17 312 | 7,89 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 34 348 | 5,97 | 6 698 | 10,93 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 2 022 | −10,69 | 394 | −6,41 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 709 | −17,46 | 528 | −13,58 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 2 211 | 0,00 | 433 | 5,35 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 668 | 3,35 | 339 | 22,46 | ||||
2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 1 141 | 3,63 | 223 | 8,29 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 76 382 | 1,95 | 14 895 | 6,72 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 718 | 0,00 | 140 | 4,51 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 167 804 | −0,24 | 32 877 | 4,91 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 107 740 | 8,49 | 21 010 | 13,57 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 14 182 | −0,62 | 2 766 | 4,03 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 118 | −6,05 | 2 | 0,00 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 41 777 | 12,25 | 8 147 | 17,50 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 1 135 | 0,00 | 221 | 4,74 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 95 | 19 | ||||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 110 | −67,07 | 21 | −67,19 | ||||
2025-08-05 | 13F | Retirement Financial Solutions, Llc | 77 029 | −8,85 | 15 022 | −4,59 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 298 | 0,00 | 58 | 5,45 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 93 | 18 | ||||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 35 871 | 4,74 | 6 995 | 9,64 | ||||
2025-08-04 | 13F | Field & Main Bank | 600 | 0,00 | 117 | 5,41 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 49 452 | 29,18 | 9 644 | 35,23 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2 864 | 0,28 | 558 | 5,08 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 17 391 | −1,14 | 3 391 | 3,48 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 3 392 | 20,07 | 661 | 25,67 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 3 128 | 2,29 | 613 | 7,56 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 1 251 | 0,00 | 244 | 4,29 | ||||
2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 23 400 | 4 563 | ||||||
2025-08-12 | 13F | Choate Investment Advisors | 19 847 | −27,89 | 3 870 | −24,52 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1 806 | 0,00 | 352 | 4,76 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 3 994 | 779 | ||||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 2 340 | −5,03 | 456 | −0,65 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 1 310 | 0,00 | 260 | 6,56 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 41 966 | −5,59 | 8 184 | −1,17 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 613 | 5,13 | 900 | 10,04 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 4 249 | 21,64 | 832 | 28,00 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 26 | −89,56 | 5 | −89,13 | ||||
2025-07-16 | 13F | Tenret Co LLC | 22 704 | −12,03 | 4 427 | −7,91 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 16 460 | −0,93 | 3 225 | 4,17 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 2 509 | 19,70 | 489 | 25,38 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 2 612 | 1 | ||||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 11 710 | 0,17 | 2 284 | 4,87 | ||||
2025-08-14 | 13F/A | Barclays Plc | 240 | 0,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 502 | 6,33 | 488 | 11,19 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 5 552 | −1,03 | 1 083 | 3,54 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 2 643 | 5,68 | 515 | 10,75 | ||||
2025-08-14 | 13F | Fmr Llc | 132 031 | −20,02 | 25 747 | −16,28 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 1 073 | 209 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 2 576 | −15,15 | 502 | −11,15 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 1 187 | 0,00 | 232 | 4,52 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 971 | 33,56 | 189 | 40,00 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 5 196 | 0,00 | 1 013 | 4,76 | ||||
2025-07-29 | 13F | Creekside Partners | 28 153 | −0,75 | 5 490 | 3,90 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 1 281 | 250 | ||||||
2025-07-30 | 13F | Gables Capital Management Inc. | 5 | 0,00 | 1 | |||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 305 009 | 2,56 | 59 483 | 7,36 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 16 255 | 69,18 | 3 218 | 79,82 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 16 160 | −8,65 | 3 151 | −4,37 | ||||
2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | ERn Financial, LLC | 2 782 | −0,22 | 543 | 4,43 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 92 | 0,00 | 18 | 5,88 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 85 269 | 12,71 | 16 661 | 18,21 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 1 483 | −0,74 | 289 | 3,96 | ||||
2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 13 532 | −5,07 | 2 639 | −0,26 | ||||
2025-08-12 | 13F | Country Trust Bank | 114 | 0,00 | 22 | 4,76 | ||||
2025-05-09 | 13F | BCR Wealth Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 13 | 0,00 | 3 | 0,00 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 6 533 | −2,52 | 1 280 | 2,48 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 2 825 | 0,00 | 551 | 4,56 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 190 | 0,00 | 37 | 5,71 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 3 904 | 14,99 | 762 | 21,73 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 115 003 | 49,07 | 22 427 | 56,05 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 21 453 | −6,46 | 4 183 | −1,85 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 470 | −9,56 | 484 | −4,92 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 5 327 | 0,04 | 1 039 | 4,64 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 8 131 | −1,76 | 1 586 | 2,86 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 5 505 | 0,00 | 1 074 | 4,68 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 52 221 | 6,26 | 10 184 | 11,24 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 9 821 | −1,07 | 1 915 | 3,57 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 564 | −11,58 | 1 085 | −7,11 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 17 940 | 8,79 | 3 499 | 13,90 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 18 008 | 4,59 | 3 512 | 9,48 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 24 057 | −0,73 | 4 691 | 3,92 | ||||
2025-08-13 | 13F | Options Solutions, Llc | 2 000 | 0,00 | 390 | 4,84 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 16 602 | 0,00 | 3 238 | 4,69 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Manhattan Co | 30 635 | 0,54 | 6 002 | 5,74 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 11 440 | −7,78 | 2 231 | −9,28 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 873 500 | −0,36 | 170 341 | 4,31 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 37 093 | 1,85 | 7 234 | 6,62 | ||||
2025-08-05 | 13F | Access Investment Management LLC | 15 000 | 0,00 | 2 925 | −1,58 | ||||
2025-05-14 | 13F | Oak Harvest Investment Services | 0 | −100,00 | 0 | |||||
2025-04-17 | 13F | Rs Crum Inc. | 4 346 | −0,53 | 810 | −6,47 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 80 551 | 15 708 | ||||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 53 355 | 13,50 | 10 405 | 18,82 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 19 531 | 0,85 | 3 809 | 5,57 | ||||
2025-07-24 | 13F | rebel Financial LLC | 16 240 | 3 182 | ||||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 804 | 3,20 | 1 327 | 7,98 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 3 503 | −2,04 | 683 | 2,55 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 305 | −36,19 | 59 | −33,71 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 83 | 0,00 | 16 | 6,67 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 1 868 | 366 | ||||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 59 836 | −11,18 | 11 669 | −7,02 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 1 672 | −3,63 | 327 | 11,26 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 27 958 | −6,68 | 5 452 | −2,31 | ||||
2025-04-29 | 13F | Hm Payson & Co | 2 | −99,38 | 0 | −100,00 | ||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 63 055 | 7,97 | 12 344 | 13,90 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 5 097 | 0,00 | 999 | 5,16 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 817 | 559 | ||||||
2025-07-17 | 13F | Smith, Salley & Associates | 1 847 | 360 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 15 991 | 157,46 | 3 132 | 170,70 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 32 598 | −8,13 | 6 357 | −3,83 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 5 382 | 0,00 | 1 049 | 4,69 | ||||
2025-08-04 | 13F | Spire Wealth Management | 13 986 | −8,44 | 2 727 | −4,15 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 1 115 | 217 | ||||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 11 238 | −3,69 | 2 191 | 0,83 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11 753 | 0,20 | 2 292 | 4,90 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 533 | 0,21 | 1 274 | 4,94 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 15 285 | −6,55 | 2 981 | −2,17 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 4 | −97,66 | 1 | −100,00 | ||||
2025-05-02 | 13F | Graypoint LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 1 158 | 226 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 550 | −14,87 | 1 277 | −10,89 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 26 | 0,00 | 5 | 25,00 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 2 600 | 1,25 | 507 | 6,07 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 109 603 | 4,11 | 21 374 | 8,98 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 31 | 416,67 | 6 | 500,00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 69 944 | 19,07 | 13 654 | 25,25 | ||||
2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 379 201 | 0,58 | 73 948 | 5,29 | ||||
2025-04-23 | 13F | Mattern Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 281 121 | −0,64 | 54 821 | 4,02 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 1 394 | 0,00 | 284 | 17,43 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 1 047 | −2,70 | 204 | 2,00 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 315 | −1,56 | 61 | 7,02 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 96 575 | −3,53 | 18 833 | 0,99 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 1 364 | −10,97 | 266 | −7,02 | ||||
2025-04-25 | 13F | Equitable Trust Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 20 166 | 5,10 | 3 933 | 10,02 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 10 956 | 1,18 | 2 137 | 5,90 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 1 037 | 202 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 483 605 | −1,53 | 94 308 | 3,07 | ||||
2025-07-23 | 13F | Family Legacy, Inc. | 10 165 | 2,05 | 1 982 | 6,85 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 100 | 0,00 | 20 | 5,56 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 34 150 | 9,27 | 6 660 | 14,38 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 2 120 | 0,00 | 413 | 4,82 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 1 766 | 0,00 | 344 | 4,56 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 362 293 | 3,25 | 70 651 | 8,08 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 6 088 | 1,69 | 1 236 | 10,76 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 6 089 | 0,05 | 1 187 | 4,77 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 8 679 | −27,50 | 1 692 | −24,13 | ||||
2025-08-07 | 13F | Mayport, Llc | 41 097 | 11,32 | 8 014 | 16,53 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 136 586 | −35,13 | 221 646 | −32,10 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 442 | 4,69 | 1 061 | 9,61 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 15 284 | 1,52 | 2 981 | 6,28 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 10 573 | −0,09 | 2 062 | 4,57 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 1 691 | 0,89 | 330 | 5,45 | ||||
2025-04-15 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 5 433 | −3,52 | 1 059 | 1,05 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 41 251 | 135,71 | 8 044 | 131,95 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 10 323 | 25,97 | 2 013 | 31,85 | ||||
2025-08-14 | 13F | Wallace Hart LLC | 298 | 58 | ||||||
2025-04-11 | 13F | Davis Capital Management | 50 | 0,00 | 9 | 0,00 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 5 046 | 4,82 | 984 | 9,82 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 665 646 | −11,04 | 130 | −7,19 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 20 845 | −0,68 | 4 084 | 4,45 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 319 | −50,23 | 59 | −53,54 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 24 294 | 0,75 | 4 738 | 5,45 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 4 573 | 158,51 | 896 | 172,04 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 5 850 | 16,44 | 1 141 | 21,93 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 10 196 | −19,74 | 1 988 | −15,98 | ||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 1 926 | 12,57 | 377 | 18,55 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 1 538 | 0,00 | 300 | 4,55 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 031 | −19,94 | 591 | −16,17 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 446 | 5,25 | 477 | 10,16 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 1 573 | −85,77 | 318 | −83,49 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 6 935 | −10,17 | 1 352 | −5,98 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 4 085 | −38,23 | 797 | −35,44 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 21 452 | −12,47 | 4 183 | −8,37 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 37 | −53,16 | 7 | −50,00 | ||||
2025-08-14 | 13F | Prudent Investors Network | 1 075 | −33,97 | 210 | −31,02 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 38 003 | 0,00 | 7 411 | 4,68 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 8 076 | −20,21 | 1 504 | −24,99 | ||||
2025-04-14 | 13F | Cedar Mountain Advisors, LLC | 0 | 0 | ||||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 14 287 | −0,65 | 2 786 | 4,03 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 215 | 0,00 | 42 | 2,50 | ||||
2025-04-28 | 13F | BetterWealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Anderson Hoagland & Co | 2 881 | 0,00 | 562 | 19,87 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 5 524 | 2,18 | 1 | 0,00 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 16 581 | −4,31 | 3 233 | 0,15 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 1 447 | −1,70 | 282 | 2,92 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 153 | −27,16 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 34 015 | −15,54 | 6 743 | −10,12 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 16 456 | −7,64 | 3 | 0,00 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 1 398 | −1,48 | 273 | 3,03 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 4 705 | 10,97 | 917 | 16,22 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 9 299 | −1,10 | 1 813 | 3,54 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 2 311 | 0,00 | 451 | 4,65 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 1 119 | 0,00 | 218 | 4,81 | ||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 2 720 | 0,00 | 530 | 4,74 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 13 819 | 0,61 | 2 695 | 5,32 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 914 | 0,11 | 170 | −6,08 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 1 283 | 251 | ||||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 5 743 | −6,37 | 1 124 | −1,23 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1 703 138 | −3,97 | 332 090 | 0,51 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 147 | −14,15 | 419 | −10,11 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 10 604 | 0,14 | 2 068 | 4,82 | ||||
2025-08-11 | 13F | Theory Financial Llc | 16 172 | −8,59 | 3 206 | −2,70 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 5 030 | −0,59 | 981 | 4,03 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 82 391 | −2,36 | 15 349 | −8,22 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 503 565 | 3,72 | 98 201 | 8,58 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 2 655 | 124,05 | 518 | 135,00 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 914 | 246,21 | 178 | 4,71 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 110 | 0,00 | 21 | 0,00 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 195 | 38 | ||||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 7 133 | −2,22 | 1 391 | 2,43 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 10 175 | 0,00 | 1 984 | 4,70 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 6 895 | 1,79 | 1 345 | 6,58 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 877 | 17,99 | 756 | 23,53 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 143 | 0,00 | 28 | 3,85 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 59 380 | −9,71 | 11 580 | −5,49 | ||||
2025-07-31 | 13F | CNB Bank | 63 | 0,00 | 12 | 9,09 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 593 | 5,89 | 116 | 10,58 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 1 453 | 4,61 | 283 | 9,69 | ||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 50 710 | 1,32 | 9 889 | 6,07 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 666 | 0,00 | 130 | 4,03 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 62 308 | −0,43 | 12 354 | 5,97 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 1 544 | −35,02 | 301 | −31,90 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 40 882 | 21,06 | 7 616 | 13,79 | ||||
2025-09-03 | 13F | American Trust | 2 648 | 516 | ||||||
2025-08-11 | 13F | WPG Advisers, LLC | 1 040 | −3,70 | 203 | 0,50 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 189 | −2,14 | 232 | 2,21 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 5 759 | −4,53 | 1 128 | 0,45 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 107 | −4,46 | 21 | 0,00 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic US Equity Fund Class I Shares | 30 000 | 18,60 | 5 669 | 19,30 | ||||
2025-08-15 | 13F | Kestra Investment Management, LLC | 1 288 | 0,00 | 240 | 0,00 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 155 | 30 | ||||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 4 888 | 2,45 | 953 | 7,32 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 303 | −76,53 | 59 | −75,42 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7 797 | −4,31 | 1 520 | 0,20 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 61 280 | 5,82 | 11 950 | 10,82 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 24 530 | 0,04 | 4 806 | 5,21 | ||||
2025-08-08 | 13F | Condor Capital Management | 6 265 | 0,97 | 1 222 | 5,62 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2 989 | −8,45 | 583 | −4,28 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 153 | 0,17 | 234 | 13,11 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3 638 | −32,67 | 709 | −29,52 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | PUREfi Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Prossimo Advisors, LLC | 5 263 | −57,53 | 1 | −50,00 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 200 | 0,00 | 39 | 5,41 | ||||
2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 3 865 623 | −1,71 | 753 835 | 2,90 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 231 924 | −1,15 | 45 227 | 3,47 | ||||
2025-07-21 | 13F | Family CFO Inc | 75 806 | −0,87 | 14 783 | 3,77 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 21 766 | −11,40 | 4 245 | −7,26 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 922 | 15,54 | 180 | 20,95 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 39 064 | 10,33 | 7 618 | 15,50 | ||||
2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 5 200 | 0,00 | 1 019 | 5,17 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 8 447 | −5,48 | 1 647 | −1,02 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 18 840 | 4 | ||||||
2025-05-14 | 13F | United Bank | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 1 922 | −8,82 | 375 | −4,59 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 0 | −100,00 | 0 | |||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 979 | 9,40 | 386 | 14,58 | ||||
2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 1 841 | 0,00 | 359 | 4,97 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 2 724 | 0,00 | 531 | 4,73 | ||||
2025-08-14 | 13F | Granby Capital Management, LLC | 35 000 | 0,00 | 6 825 | 4,68 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 2 534 | −7,89 | 494 | −3,52 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 7 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 3 977 | 776 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 1 181 | 0,00 | 230 | 4,55 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 8 421 | 1 642 | ||||||
2025-07-31 | 13F | Orion Capital Management LLC | 196 | 0,00 | 38 | 5,56 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 506 | 0,00 | 99 | 4,26 | ||||
2025-08-14 | 13F | Headinvest, Llc | 1 325 | −10,17 | 258 | −5,84 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 10 867 | 0,00 | 2 119 | 4,69 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3 529 | −0,56 | 688 | 4,56 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 4 479 | −1,82 | 873 | 2,83 | ||||
2025-07-09 | 13F | Bay Rivers Group | 23 756 | 1,39 | 4 633 | 6,14 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 9 837 | 4,46 | 2 001 | 18,68 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 2 200 | 429 | ||||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 1 079 | 211 | ||||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 46 624 | 0,00 | 9 092 | 4,69 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 2 467 | 12,70 | 481 | 18,18 | ||||
2025-08-14 | 13F | Sei Investments Co | 1 426 827 | 3,00 | 278 321 | 7,84 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 14 303 | 1,55 | 2 789 | 6,33 | ||||
2025-07-24 | 13F | Blair William & Co/il | 51 558 | −6,55 | 10 054 | −2,18 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 1 709 | 6,22 | 333 | 11,37 | ||||
2025-08-07 | 13F | Commerce Bank | 23 178 | 0,25 | 4 520 | 4,92 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 10 560 | −0,13 | 2 069 | 5,03 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 43 154 | 11,42 | 8 | 14,29 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 7 193 | −31,77 | 1 424 | −27,51 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 29 173 | 0,70 | 5 689 | 5,41 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 13 230 | −8,11 | 2 580 | −3,84 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 1 543 | −2,28 | 301 | 2,04 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 354 | 1,14 | 69 | 6,15 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 1 163 | 4,49 | 227 | 9,18 | ||||
2025-08-14 | 13F | UBS Group AG | 1 633 911 | −2,21 | 318 629 | 2,37 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 242 | −7,98 | 47 | −4,08 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 29 508 | 12,42 | 5 756 | 17,71 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 8 019 | −32,97 | 1 443 | −41,25 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 1 600 | 0,00 | 312 | 4,71 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 169 586 | 419,52 | 33 071 | 443,91 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 58 585 | 24,77 | 11 478 | 31,23 | ||||
2025-07-28 | NP | James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C | Short | −10 400 | −0,00 | −1 965 | −4,47 | |||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 49 | 0,00 | 10 | 0,00 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 2 432 | −7,07 | 480 | 8,11 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 100 | 0,00 | 20 | 5,56 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 3 133 | 75,81 | 613 | 85,20 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 3 752 | 91,72 | 732 | 100,82 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 10 138 | −0,42 | 1 977 | 4,27 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 27 231 | −4,86 | 5 310 | −0,39 | ||||
2025-05-02 | 13F | Forum Financial Management, LP | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 148 | 29 | ||||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 826 | 0,00 | 356 | 4,71 |