Grundläggande statistik
| Institutionella ägare | 1256 total, 1254 long only, 2 short only, 0 long/short - change of 1,20% MRQ |
| Genomsnittlig portföljallokering | 1.1183 % - change of −8,65% MRQ |
| Institutionella aktier (lång) | 530 315 976 (ex 13D/G) - change of 8,66MM shares 1,66% MRQ |
| Institutionellt värde (lång) | $ 42 921 554 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (US:VCIT) har 1256 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 530,315,976 aktier. Största aktieägare inkluderar Fisher Asset Management, LLC, Bank Of America Corp /de/, Jpmorgan Chase & Co, Creative Planning, Morgan Stanley, Prudential Plc, Royal Bank Of Canada, Envestnet Asset Management Inc, LPL Financial LLC, and Wells Fargo & Company/mn .
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF (NasdaqGM:VCIT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 84,34 / share. Previously, on September 13, 2024, the share price was 83,82 / share. This represents an increase of 0,62% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Simplex Trading, Llc | 40 | −88,60 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 649 | 8,78 | 1 546 | 10,35 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 33 515 | 851,86 | 2 757 | 867,02 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 13 145 | 737,26 | 1 090 | 731,30 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 125 575 | 0,38 | 10 413 | 1,81 | ||||
| 2025-05-14 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 61 770 | 13,55 | 5 122 | 15,16 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 16 664 | 125,34 | 1 382 | 128,64 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 13 185 | 13,12 | 1 | |||||
| 2025-08-12 | 13F | Weik Capital Management | 33 484 | 8,67 | 2 776 | 10,20 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 899 335 | 1,89 | 323 333 | 3,33 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 513 048 | 1,81 | 42 542 | 3,25 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 700 | 0,00 | 58 | 1,75 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 32 423 | 291,06 | 2 689 | 297,05 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 57 738 | −10,36 | 4 788 | −9,10 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 1 132 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 250 | 21 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 2 948 | −6,11 | 244 | −4,69 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 083 | −2,74 | 422 | −1,41 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 4 048 | 0,32 | 336 | 1,82 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 38 545 | 0,09 | 3 196 | 1,52 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 125 | −64,29 | 10 | −64,29 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 242 | 0,00 | 103 | 0,99 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 109 474 | 0,21 | 9 078 | 1,63 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 247 | −34,31 | 20 | −33,33 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 140 831 | 5,68 | 11 543 | 5,94 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 500 | 1,19 | 373 | 2,75 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 244 | 20 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 4 561 | −1,38 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas | 134 712 | −59,25 | 11 170 | −58,68 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 14 814 | 3,67 | 1 228 | 5,14 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 16 444 | 3,75 | 1 364 | 5,25 | ||||
| 2025-07-18 | 13F | Vicus Capital | 21 976 | 1,50 | 1 822 | 2,94 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | |||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 236 027 | 13,76 | 19 572 | 15,67 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 41 | 3 | ||||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 101 936 | 8 453 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 1 338 | −3,60 | 111 | −2,65 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 40 746 | −72,21 | 3 332 | −71,87 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 6 220 | 0,00 | 516 | 1,38 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 6 248 | 40,66 | 518 | 42,70 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 88 | 0,00 | 7 | 0,00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 19 054 | 37,08 | 1 580 | 39,00 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 899 | 0,15 | 489 | 1,66 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 7 484 | 11,04 | 621 | 12,52 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 3 854 | 0,13 | 320 | 1,59 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 354 141 | 2,94 | 29 365 | 4,40 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 278 | −55,45 | 935 | −53,96 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 27 998 | −23,50 | 2 295 | −23,33 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 22 798 | 4,71 | 1 890 | 6,18 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 225 | −5,07 | 433 | −3,78 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 616 | −0,43 | 134 | 0,76 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 313 339 | 3 091,47 | 25 982 | 3 139,65 | ||||
| 2025-07-28 | 13F | Essex LLC | 589 938 | −1,14 | 48 918 | 0,26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 751 904 | 0,29 | 62 348 | 1,71 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 79 443 | −1,24 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 2 678 | 567,83 | 222 | 593,75 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 135 | 11 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 27 467 | 3,53 | 2 278 | 6,50 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 16 533 | 20,52 | 1 371 | 22,21 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 4 902 | 0,00 | 406 | 1,50 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 56 815 | 2,20 | 4 645 | 3,82 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 517 493 | 5,38 | 42 911 | 6,88 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 401 | 0,25 | 33 | 3,13 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25 624 | −1,74 | 2 125 | −0,38 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 13 067 | 8,59 | 1 083 | 10,17 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 4 997 | 132,85 | 414 | 136,57 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 48 107 | 3,84 | 3 969 | 4,78 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 369 820 | −8,21 | 30 665 | −6,91 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 39 443 | −1,21 | 3 271 | 0,18 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 9 973 | −6,82 | 1 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2 995 | 0,10 | 248 | 1,64 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 5 590 | −0,55 | 464 | 0,87 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 414 | 360,00 | 34 | 385,71 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 56 741 | 13,80 | 4 705 | 15,41 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 760 | 0,00 | 63 | 1,61 | ||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 241 436 | 0,00 | 20 | 5,26 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 447 | −51,75 | 369 | −51,13 | ||||
| 2025-04-11 | 13F | Princeton Global Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 521 | 0,00 | 43 | 2,38 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 24 464 | 5,35 | 2 029 | 6,85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century Moderate Growth Allocation Portfolio Class IB | 783 200 | 5,74 | 64 943 | 7,24 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 4 765 | 35,91 | 395 | 42,09 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 4 984 | 3,08 | 407 | 4,90 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 43 910 | −1,37 | 3 641 | 0,03 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 111 806 | 35,65 | 9 271 | 37,56 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 5 704 | 0,33 | 473 | 1,72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 22 441 | −2,28 | 1 861 | −0,91 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 5 372 | −10,33 | 445 | −9,00 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3 009 | 19,26 | 250 | 20,87 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 173 | −9,34 | 263 | −8,04 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 2 429 | 201 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 10 237 | −0,23 | 849 | 1,19 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 398 | −17,50 | 282 | −16,37 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 72 783 | −0,18 | 6 035 | 1,24 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 6 366 | 0,00 | 528 | 1,35 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 282 011 | −24,47 | 23 176 | −24,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 95 649 | −11,34 | 7 931 | −10,08 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 137 497 | 108,99 | 11 401 | 111,99 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 3 892 | −56,27 | 323 | −55,71 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3 682 | −11,68 | 0 | |||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 375 744 | −0,51 | 31 157 | 0,91 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 41 328 | 2,27 | 3 427 | 3,69 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 18 636 | 8,66 | 1 545 | 10,20 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 15 731 | −37,98 | 1 304 | −37,10 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 4 170 231 | 9,45 | 342 126 | 9,28 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 77 338 | 375,02 | 6 413 | 381,74 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 19 276 | −14,17 | 1 598 | −12,96 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 53 | 4 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 809 113 | 0,79 | 67 092 | 2,22 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 12 034 | −1,72 | 998 | −0,40 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 146 546 | 3,06 | 12 081 | 3,89 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 43 682 | −2,96 | 3 622 | −1,58 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 134 | 11 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 158 | 0,00 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 344 556 | 0,95 | 29 | 3,70 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 2 268 | −29,72 | 188 | −28,52 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 34 740 | 21,84 | 2 881 | 23,55 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Asset Planning Corporation | 130 612 | 80,74 | 10 830 | 83,31 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 36 503 | −0,38 | 3 027 | 1,00 | ||||
| 2025-07-25 | 13F | Van Strum & Towne Inc. | 59 751 | −3,78 | 4 955 | −2,42 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 189 666 | −25,78 | 15 727 | −24,72 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 528 | −45,13 | 458 | −44,35 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 269 337 | 9,76 | 22 333 | 11,32 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 6 378 | −1,86 | 529 | −0,56 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 4 127 | 1,05 | 342 | 2,70 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Japan Science & Technology Agency | 6 670 000 | −8,00 | 553 076 | −6,69 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 478 495 | −0,03 | 39 677 | 1,39 | ||||
| 2025-05-15 | 13F | BlueCrest Capital Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 4 767 | 395 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 614 | 217 | ||||||
| 2025-08-08 | 13F | Creative Planning | 25 511 256 | 2,02 | 2 115 393 | 3,47 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 213 236 | 708,02 | 17 682 | 719,70 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 32 | 190,91 | 3 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 265 | −25,46 | 105 | −24,64 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 150 | 0,00 | 95 | 1,06 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15 269 | 422,55 | 1 266 | 431,93 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 210 686 | 1,63 | 17 470 | 3,08 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 194 | 16 | ||||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 29 173 | −17,70 | 2 419 | −16,50 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 15 329 | 10,60 | 1 271 | 12,18 | ||||
| 2025-04-04 | 13F | Kings Path Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Ballentine Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 163 | 14 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 224 705 | 1,54 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Sona Asset Management (us) Llc | 1 250 000 | 127,27 | 103 650 | 130,50 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 6 733 | −6,09 | 556 | −5,28 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 7 305 | 606 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 163 643 | 36,81 | 13 569 | 38,76 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 2 700 | 224 | ||||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 23 390 | 373,48 | 1 912 | 382,83 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 73 520 | −14,38 | 6 096 | −13,16 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 023 | −46,42 | 334 | −45,68 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 136 | −20,93 | 11 | −21,43 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 192 260 | 0,06 | 15 942 | 1,48 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 87 326 | 5,05 | 7 241 | 6,55 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 196 | 265 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 206 351 | 2,06 | 17 111 | 3,51 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2 | 85 530 | −10,93 | 7 092 | −9,67 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 628 | 0,00 | 135 | 0,75 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 11 576 | −0,25 | 960 | 1,16 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 7 818 982 | −30,60 | 648 350 | −29,62 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4 930 | 13,33 | 409 | 14,93 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 96 408 | 4,42 | 7 994 | 5,91 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4 530 | −18,08 | 376 | −17,04 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 8 605 | −0,43 | 714 | 0,99 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 9 443 | 24,14 | 783 | 26,09 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 119 577 | −7,93 | 9 915 | −6,63 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 194 | 212,90 | 16 | 220,00 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 15 442 | 2,00 | 1 280 | 3,48 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 126 000 | 0,00 | 10 | 0,00 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 10 685 | −5,31 | 886 | −4,01 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 168 589 | 7,04 | 13 979 | 8,56 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 5 712 | 474 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 24 366 | 10,35 | 2 020 | 11,91 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 175 | 2 816,67 | 15 | |||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 2 455 | 204 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 645 305 | −56,81 | 53 509 | −56,20 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 042 | 1,26 | 86 | 2,38 | ||||
| 2025-07-24 | 13F | Standard Life Aberdeen plc | 3 266 | 270 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 224 | 0,00 | 19 | 0,00 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 25 040 | 1,02 | 2 076 | 2,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 271 631 | 101,83 | 22 524 | 104,70 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 89 285 | 1,61 | 7 | 0,00 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 447 | 37 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 126 | −3,37 | 425 | −1,85 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 733 | 1,19 | 310 | 2,66 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 87 317 | −2,12 | 7 240 | −0,73 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 15 132 | 347,43 | 1 255 | 354,35 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 668 447 | 11 596,36 | 55 428 | 11 768,74 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 175 346 | 10,14 | 14 540 | 11,69 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 5 076 | −50,71 | 421 | −50,12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 847 | −32,67 | 70 | −31,37 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 8 471 | 0,37 | 702 | 1,74 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 29 531 | 1,68 | 2 449 | 3,12 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 4 112 | 0,98 | 341 | 2,41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 132 725 | 12,35 | 11 006 | 13,94 | ||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 54 690 | 4,39 | 5 | 0,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 3 273 | 0,43 | 267 | 1,52 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 10 316 | 58,42 | 855 | 60,71 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 25 931 | 57,45 | 2 150 | 59,73 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 91 069 | −1,14 | 7 551 | 0,27 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 56 557 | 1,74 | 4 690 | 3,19 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 5 073 | −0,76 | 421 | 0,72 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 53 495 | −62,68 | 4 436 | −62,16 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 98 460 | 2,54 | 8 164 | 4,00 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 108 089 | 8 963 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 7 108 | 589 | ||||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 522 566 | 1,16 | 43 331 | 2,60 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 822 | 0,00 | 151 | 2,03 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 21 957 | −62,09 | 1 814 | −61,56 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 17 575 | 18,36 | 1 457 | 20,02 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 12 952 | −38,73 | 1 042 | −39,76 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 426 | −15,77 | 118 | −14,49 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 7 703 | −3,30 | 639 | −2,00 | ||||
| 2025-05-06 | 13F | Quadrant Private Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 6 323 | −2,92 | 524 | −1,50 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 59 118 | −22,38 | 4 902 | −21,28 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 24 747 | 4,62 | 2 052 | 6,16 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2 | 78 500 | −25,24 | 6 509 | −24,17 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 96 482 | −4,89 | 8 000 | −3,53 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 1 215 000 | 94,40 | 100 748 | 97,16 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 730 | 1,04 | 226 | 2,73 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 56 165 | −21,95 | 4 657 | −20,83 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 89 215 | 3,49 | 7 398 | 4,95 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 22 739 | 8,52 | 1 859 | 9,16 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 11 402 | 0,02 | 1 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 319 111 | 2 712,05 | 26 461 | 2 754,37 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 21 799 | −0,56 | 1 808 | 0,84 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 48 | 4 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 3 206 | −14,94 | 266 | −13,96 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 69 731 | 0,39 | 5 774 | 2,80 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 20 173 | 6,68 | 1 666 | 8,18 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 14 409 | −38,83 | 1 194 | −37,32 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 600 441 | −4,56 | 49 789 | −3,12 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 27 880 | −6,01 | 2 312 | −4,70 | ||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 120 | 0,00 | 10 | 0,00 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 4 190 | −1,94 | 0 | |||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 6 324 | 0,00 | 524 | 1,35 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 145 378 | 89,83 | 12 055 | 92,53 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 250 | −0,79 | 21 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 12 416 | 158,77 | 1 030 | 162,50 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 3 274 | 0,00 | 271 | 1,50 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 207 662 | −18,19 | 680 450 | −17,12 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 272 564 | 2,00 | 22 601 | 3,44 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 365 666 | −5,62 | 30 | −3,23 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 6 239 | 3,74 | 517 | 5,30 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 212 349 | −4,34 | 100 528 | −2,99 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | −1 328 | −2 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 307 493 | 2,82 | 25 497 | 4,29 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Planning Directions Inc | 2 797 | −56,46 | 232 | −56,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 16 998 | −13,58 | 1 409 | −12,38 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 4 271 | 3,01 | 347 | 4,22 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 9 155 | 8,05 | 755 | 11,37 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 9 413 | 3,67 | 781 | 5,12 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 6 011 | −1,00 | 499 | 0,40 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2 649 | 0,30 | 220 | 1,86 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 203 043 | 19,33 | 16 836 | 21,03 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 7 687 | 1,09 | 637 | 2,58 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 23 512 | 13,50 | 1 950 | 15,12 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 959 | 4,75 | 411 | 6,20 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 29 639 | 261,89 | 2 458 | 267,26 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 7 497 | 12,67 | 622 | 14,15 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 41 859 | 17,30 | 3 471 | 18,96 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 12 843 | 9,72 | 1 065 | 11,18 | ||||
| 2025-08-14 | 13F | Man Group plc | 23 985 | −10,65 | 1 989 | −9,39 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 13 352 | 5,06 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 968 044 | 1,66 | 80 270 | 3,11 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 5 855 | 3,21 | 485 | 4,75 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 301 908 | 1,54 | 25 034 | 2,98 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 17 062 | 1 415 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 2 168 | −5,90 | 180 | −4,79 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 33 300 | 2 761 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 3 190 | 17,84 | 265 | 19,46 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 8 144 | 12,15 | 675 | 13,83 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 43 013 | 26,23 | 3 571 | 28,05 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 181 213 | 1,49 | 15 010 | 2,82 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2 593 | 0,00 | 215 | 1,42 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 18 032 | 11,15 | 1 495 | 12,75 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 250 063 | −4,38 | 20 735 | −3,02 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 502 091 | 9,79 | 124 193 | 12,19 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 86 541 | 45,16 | 7 176 | 47,21 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 044 | 1,16 | 252 | 2,86 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 7 763 | 0,98 | 644 | 2,39 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 131 | −2,16 | 260 | −0,77 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 96 099 | −3,49 | 7 969 | −2,13 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 18 385 | −1,17 | 1 525 | 0,26 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 298 502 | 67,07 | 24 752 | 69,45 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 249 | 48,21 | 21 | 53,85 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 587 | 186,98 | 132 | 191,11 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 547 368 | 10,95 | 45 388 | 12,52 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 16 063 | 3,09 | 1 332 | 5,80 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 824 | 4,85 | 317 | 6,38 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 369 902 | −0,08 | 30 672 | 1,34 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 10 884 | 161,07 | 903 | 151,25 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 4 703 | 390 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 137 576 | 1,51 | 11 248 | 3,40 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 318 504 | 2,63 | 26 | 4,00 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 30 293 | −0,15 | 2 512 | 1,25 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 18 336 | 1,86 | 1 520 | 3,33 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 16 222 | 1 345 | ||||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Synovus Financial Corp | 52 316 | 16,87 | 4 339 | 18,58 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 1 310 | 0,00 | 109 | 0,93 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 993 | −15,00 | 663 | −13,80 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 44 | 4 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 7 430 | −86,04 | 616 | −85,84 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 10 992 | −0,07 | 911 | 2,24 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 65 119 | 8,69 | 5 400 | 10,23 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 243 421 | 9,55 | 20 004 | 11,59 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 33 195 | 8,78 | 2 753 | 10,34 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 30 289 | −22,00 | 2 502 | −21,20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 9 699 317 | 3,71 | 804 267 | 5,18 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 9 236 | 0,00 | 766 | 1,32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 446 337 | 26,99 | 36 864 | 28,42 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3 915 948 | 93,80 | 324 711 | 96,55 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 16 858 | 8,78 | 1 382 | 10,39 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 47 293 | −4,74 | 3 922 | −3,40 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 9 540 | 55,37 | 791 | 57,57 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 15 888 | −6,13 | 1 317 | −4,77 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 3 365 | 0,00 | 279 | 1,45 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 451 523 | −15,54 | 37 440 | −14,34 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 60 | −91,97 | 5 | −93,33 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 7 256 | −38,03 | 602 | −37,20 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 505 506 | 17,06 | 41 917 | 18,72 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 207 067 | 0,17 | 17 170 | 1,59 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 4 065 | −53,54 | 337 | −52,87 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 507 | 21,50 | 1 037 | 23,31 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 96 586 | 3,42 | 8 009 | 4,89 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 6 623 | −12,54 | 549 | −11,31 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 436 177 | 36,63 | 36 028 | 38,06 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 235 | −82,29 | 0 | |||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 263 288 | 12,01 | 21 832 | 13,60 | ||||
| 2025-08-19 | NP | GSGLX - Goldman Sachs Global Income Fund Institutional | 3 755 | 0,00 | 311 | 1,30 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 102 268 | 8 480 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 2 537 | 1,08 | 210 | 2,44 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 163 | 0,62 | 14 | 0,00 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 51 568 | 6,41 | 4 276 | 7,93 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 242 835 | 4,90 | 103 056 | 6,39 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 3 835 | 12,96 | 318 | 14,44 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 13 337 | 0,64 | 1 106 | 4,25 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 22 702 | −0,44 | 1 882 | 0,97 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 217 | 18 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 11 781 | −9,45 | 977 | −8,18 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 31 545 | 2,31 | 2 616 | 3,77 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 4 358 | 0,32 | 361 | 1,69 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 18 021 | 1 494 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 47 637 | 3,07 | 3 950 | 4,55 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 136 955 | 1,79 | 11 356 | 3,24 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 56 717 | −2,68 | 4 703 | −1,34 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 70 625 | −0,88 | 5 856 | 0,53 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 172 528 | −1,48 | 14 306 | −0,08 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 4 767 | 1,19 | 395 | 2,60 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 13 797 | 29,04 | 1 144 | 30,89 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 17 940 | 26,34 | 1 488 | 28,19 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 34 703 | −18,95 | 2 878 | −17,80 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 95 631 | 12,09 | 7 930 | 13,68 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 441 426 | −0,31 | 36 603 | 1,10 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 994 | −46,86 | 829 | −46,13 | ||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 17 505 | −0,96 | 1 452 | 0,42 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 1 103 | 0,00 | 91 | 1,11 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 116 487 | 0,16 | 9 659 | 1,59 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 359 995 | 96,01 | 29 851 | 98,79 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 89 152 | 0,56 | 7 392 | 1,99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 426 261 | −1,13 | 35 346 | 0,27 | ||||
| 2025-05-13 | 13F | Neuberger Berman Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 158 510 | 27,81 | 13 144 | 29,63 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 30 839 | 0,79 | 2 557 | 2,24 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 9 153 498 | 4,73 | 759 008 | 6,22 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 327 764 | 3,40 | 27 178 | 4,87 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 5 | 0,00 | ||||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 86 849 | 4,11 | 7 202 | 5,59 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 445 288 | 3,64 | 368 603 | 5,11 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 113 742 | 1,55 | 9 431 | 2,99 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 121 248 | −0,79 | 9 913 | −0,79 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 20 183 | −27,95 | 1 674 | −26,94 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9 623 | −6,23 | 795 | −5,36 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 41 037 | 0,21 | 3 403 | 1,61 | ||||
| 2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 794 | 127,51 | 66 | 132,14 | ||||
| 2025-08-07 | 13F | PFG Advisors | 182 557 | 21,75 | 15 138 | 23,48 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 174 | 0,00 | 14 | 0,00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 5 469 | −8,36 | 453 | −6,98 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 289 235 | 5,89 | 23 983 | 7,39 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 8 163 | −4,47 | 677 | −3,15 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 35 507 | 540,69 | 2 944 | 549,89 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 2 475 | 205 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1 785 | 148 | ||||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 32 226 | −0,06 | 2 672 | 1,37 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 7 517 | −47,80 | 1 | −100,00 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 25 675 | 2 129 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 435 | −15,80 | 451 | −14,58 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 115 357 | 0,73 | 9 565 | 2,16 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 29 047 | 4,22 | 2 | 0,00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 267 850 | 4,61 | 22 210 | 6,10 | ||||
| 2025-04-22 | 13F | Ellis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 2 622 | −39,96 | 217 | −39,22 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 110 | 9 | ||||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 3 059 | 14,66 | 254 | 16,06 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 5 028 | −26,56 | 417 | −25,58 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 46 782 | −0,04 | 3 879 | 1,39 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 156 979 | 5,37 | 12 835 | 7,33 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 34 100 | 41,73 | 2 828 | 43,72 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 23 787 | 10,58 | 1 972 | 12,17 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 362 840 | 0,18 | 30 087 | 1,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 024 838 | 6,02 | 84 980 | 7,53 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 41 049 | 2,00 | 3 404 | 3,43 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 8 571 | 4,72 | 703 | 7,49 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 112 440 | 3,53 | 9 323 | 5,00 | ||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 358 | 0,00 | 30 | 0,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 12 540 | 9,88 | 1 040 | 11,36 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 125 | 0,00 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 178 310 | −4,01 | 14 785 | −2,65 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 119 062 | 52,34 | 9 873 | 54,52 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 36 061 | −83,13 | 2 990 | −82,62 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ohio National Investments, Inc. | 1 215 000 | 94,40 | 100 748 | 97,16 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 113 538 | 2,72 | 9 415 | 4,18 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 220 044 | 2,68 | 18 246 | 4,14 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 13 416 | 7,45 | 1 112 | 9,02 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6 471 | −19,69 | 537 | −18,54 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 236 | 7,48 | 102 | 8,51 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 4 390 | 364 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 113 | −73,29 | 9 | −73,53 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 57 795 | 15,06 | 4 792 | 16,71 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 69 036 | −26,51 | 5 724 | −25,46 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 106 174 | −22,83 | 8 804 | −21,74 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 247 837 | 10,26 | 20 551 | 11,82 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 3 600 | 0,00 | 299 | 1,36 | ||||
| 2025-07-11 | 13F | OxenFree Capital LLC | 35 121 | 19,25 | 2 912 | 23,29 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 7 934 | −17,53 | 658 | −16,41 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10 517 | 0,00 | 872 | 1,51 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 400 | 0,00 | 116 | 1,75 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 93 156 | 7,03 | 7 725 | 8,71 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 316 942 | 22,71 | 26 281 | 26,76 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | 25 Llc | 309 114 | 7,76 | 25 632 | 9,28 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 138 | 10,87 | 1 255 | 12,46 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 7 913 | 5,07 | 656 | 6,67 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 183 621 | −0,48 | 15 226 | 0,93 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 901 | 0,00 | 75 | 1,37 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2 | 34 000 | 3,98 | 2 819 | 5,46 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 4 203 | 4,87 | 349 | 6,42 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11 724 | 156,88 | 972 | 160,59 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 611 | −27,69 | 51 | −27,54 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 15 589 | 0,26 | 1 293 | 1,65 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 68 929 | −2,08 | 5 712 | −0,70 | ||||
| 2025-07-18 | 13F | Ninety One UK Ltd | 2 610 | 0,00 | 216 | 1,41 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30 228 | −25,94 | 2 507 | −24,90 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 197 191 | 32,08 | 16 256 | 35,10 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 13 205 | 0,00 | 1 095 | 1,39 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 349 | 29,09 | 112 | 30,59 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6 632 | −3,37 | 550 | −2,14 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 96 | 84,62 | 8 | 75,00 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 415 | −47,45 | 449 | −46,67 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 47 883 | 1,63 | 3 970 | 3,06 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 328 | −6,07 | 272 | −4,23 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 275 036 | −48,02 | 22 806 | −47,29 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 392 314 | −12,17 | 32 531 | −10,93 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4 124 | −8,58 | 342 | −7,34 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 11 924 | −3,65 | 989 | −2,27 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 227 | −50,54 | 19 | −51,35 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 954 | 1,19 | 162 | 3,18 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 519 224 | 4,60 | 43 | 7,50 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 682 891 | 17,16 | 56 625 | 18,83 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 120 109 | 12,87 | 9 959 | 14,47 | ||||
| 2025-08-04 | 13F | Fortune 45 LLC | 57 928 | 0,41 | 4 803 | 1,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 265 196 | −43,10 | 21 990 | −42,29 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 68 809 | 9,15 | 5 706 | 10,69 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 97 | 0,00 | 8 | 14,29 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 7 419 | −12,54 | 615 | −11,26 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 675 000 | 55 971 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 26 930 | 0,00 | 2 233 | 1,45 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 448 335 | −6,56 | 37 176 | −5,23 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 4 095 | −2,80 | 340 | −1,45 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5 278 | 438 | ||||||
| 2025-08-08 | 13F | Allianz Se | 430 | 0,00 | 36 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 050 520 | −1,46 | 87 109 | −0,06 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 5 223 | 0,00 | 433 | 1,41 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 253 | −63,17 | 21 | −62,96 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7 517 | 623 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 1 652 | 0,12 | 137 | 2,24 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 376 900 | 31 253 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 10 788 | −41,17 | 895 | −40,36 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 85 444 | 5,34 | 7 085 | 6,85 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 21 765 | 119,36 | 2 | |||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 22 557 | −7,38 | 1 865 | −6,33 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 881 200 | 3,00 | 72 778 | 4,22 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 4 767 | 1,19 | 395 | 2,60 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 106 369 | −59,51 | 8 820 | −58,93 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 335 | 12,91 | 774 | 14,67 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 221 | 0,00 | 18 | 0,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 26 | 0,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 11 798 | 3,79 | 978 | 5,27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 321 048 | 3,48 | 26 467 | 4,34 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 6 854 | 0,00 | 568 | 1,43 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 15 975 | −17,78 | 1 325 | −16,62 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 159 | 0,63 | 13 | 8,33 | ||||
| 2025-08-14 | 13F | LMR Partners LLP | 100 000 | 8 292 | ||||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13 405 | −15,80 | 1 112 | −13,00 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 25 545 | 2,16 | 2 118 | 3,62 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 24 639 | 0,00 | 2 043 | 1,44 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 17 810 525 | 16,73 | 1 476 849 | 18,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 189 740 | 7,59 | 98 653 | 9,11 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 86 033 | 2,22 | 7 134 | 3,66 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 005 | 6,22 | 581 | 7,61 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 78 200 | −5,54 | 6 484 | −4,20 | ||||
| 2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 19 435 | 0,00 | 1 589 | 1,21 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 60 831 | −0,09 | 5 044 | 1,35 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 239 168 | 37,51 | 19 832 | 39,46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 88 734 | 6,27 | 7 358 | 7,78 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 182 557 | 0,95 | 15 138 | 2,38 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 302 270 | 1,82 | 25 064 | 3,26 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 33 073 | 14,26 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 4 666 | −31,04 | 387 | −30,20 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 72 109 | −3,42 | 5 979 | −2,05 | ||||
| 2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −1 849 455 | −217,55 | −3 163 | −102,46 | |||
| 2025-07-09 | 13F | Triumph Capital Management | 8 635 | 17,16 | 716 | 18,94 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 29 193 | 13,39 | 2 421 | 14,96 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 7 092 | 0,00 | 588 | 1,55 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 745 | 1 082,54 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 22 416 | −1,01 | 1 859 | 0,38 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 707 734 | 0,25 | 58 685 | 1,68 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 50 092 | 6,74 | 4 109 | 7,03 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 435 | 0,32 | 368 | 2,51 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 6 401 | −1,60 | 531 | −0,19 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 13 085 | −1,28 | 1 085 | 0,18 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 456 178 | 0,71 | 37 826 | 2,14 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 112 552 | −1,41 | 9 328 | 1,61 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 15 138 | 56,06 | 1 255 | 58,26 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 52 002 | 2,81 | 4 312 | 4,28 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 314 067 | 1,13 | 25 650 | −1,62 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 115 197 | 5,04 | 9 552 | 6,54 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 4 125 | 2,48 | 342 | 3,95 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 360 | −52,51 | 30 | −52,46 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 7 557 | 6,74 | 627 | 8,30 | ||||
| 2025-07-16 | 13F | American National Bank | 947 | 566,90 | 79 | 609,09 | ||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 28 | 2 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 12 001 | 0,52 | 995 | 1,95 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 487 | −65,31 | 206 | −64,85 | ||||
| 2025-04-28 | 13F | American Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 29 971 | −98,13 | 2 485 | −98,10 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 114 020 | 8,43 | 9 455 | 9,97 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 17 347 | −23,35 | 1 438 | −22,27 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8 277 | −0,79 | 686 | 0,59 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5 833 | 9,03 | 484 | 10,53 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 770 | 69,70 | 147 | 71,76 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 587 | 0,00 | 49 | 2,13 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 100 | 0,00 | 8 | 0,00 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 4 720 | −18,44 | 390 | −17,76 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 724 957 | 12,99 | 60 034 | 14,35 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 7 452 | −17,23 | 613 | −16,71 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 22 147 | −4,53 | 1 836 | −3,16 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 34 039 | −17,81 | 2 823 | −16,56 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 929 | −18,37 | 242 | −17,47 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 718 432 | 0,00 | 60 169 | 0,00 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 79 870 | 2,87 | 6 623 | 4,33 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 6 581 | −5,78 | 546 | −4,55 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 3 101 | 1,04 | 257 | 2,80 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12 491 | −9,04 | 1 036 | −7,75 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 75 684 | 73,68 | 6 276 | 76,17 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 2 932 | 0,00 | 243 | 1,67 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 87 555 | 5,09 | 7 260 | 6,59 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7 868 | 5,02 | 652 | 6,54 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 3 869 651 | 18,17 | 320 872 | 19,85 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 35 | 337,50 | 3 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 76 387 371 | 0,92 | 6 334 041 | 2,35 | ||||
| 2025-05-06 | 13F | Maryland Capital Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 194 018 | −0,86 | 16 088 | 0,55 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 426 | 0,83 | 201 | 4,15 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 006 | 0,00 | 332 | 1,53 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 2 704 | 1,16 | 224 | 2,75 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 23 332 | 41,03 | 1 935 | 43,05 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 309 551 | −5,64 | 25 668 | −4,31 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 4 040 | 335 | ||||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 356 241 | 7,29 | 29 540 | 8,82 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 247 | −21,09 | 20 | −20,00 | ||||
| 2025-07-24 | NP | PLUSX - DWS Multi-Asset Moderate Allocation Fund Class A | 20 191 | −4,09 | 1 650 | −4,46 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 507 613 | 11,24 | 42 091 | 12,82 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 9 610 | 3,73 | 786 | 5,65 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 94 628 | 27,72 | 7 847 | 29,54 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 98 349 | −20,47 | 8 155 | −19,35 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 3 609 | 0,00 | 299 | 1,36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 15 200 | 42,06 | 1 260 | 44,16 | |||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 476 | 3,65 | 869 | 5,08 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 267 | 0,40 | 105 | 1,94 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 217 579 | 4,12 | 18 042 | 5,60 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 229 | 19 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 69 363 | −45,66 | 5 729 | −44,36 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 147 883 | 8,20 | 12 262 | 9,74 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 401 | 33 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 38 532 | 0,13 | 3 195 | 1,56 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 4 066 | 2,16 | 337 | 3,69 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 35 545 | 0,29 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 249 | 0,81 | 20 | 5,26 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 28 111 | 22,74 | 2 331 | 26,77 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 6 486 | 0,19 | 538 | 1,51 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 188 364 | 15 619 | ||||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 18 713 | 2,77 | 1 552 | 4,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 807 179 | −1,94 | 66 931 | −0,55 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 10 575 | 0,00 | 877 | 1,39 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 42 574 | 3,84 | 3 530 | 5,31 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 43 048 | 0,02 | 3 570 | 1,45 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 060 | 45,40 | 0 | |||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 2 900 | 0,00 | 240 | 1,27 | ||||
| 2025-08-22 | NP | COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2 | 175 000 | −20,27 | 14 511 | −19,14 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 93 132 | 2,25 | 7 692 | 3,32 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 19 983 | 5,94 | 1 657 | 7,39 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 3 254 | 0,53 | 270 | 1,89 | ||||
| 2025-05-06 | 13F | Clifford Swan Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 4 079 | 338 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 65 433 | −36,54 | 5 426 | −35,64 | ||||
| 2025-07-30 | 13F | Pacific Wealth Management | 89 061 | 0,38 | 7 385 | 1,79 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 5 490 | −14,41 | 455 | −13,17 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Idaho Trust Bank | 27 987 | −3,33 | 2 321 | −1,99 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 90 987 | −0,35 | 7 545 | 1,06 | ||||
| 2025-07-28 | 13F | RMR Capital Management, LLC | 23 420 | −0,66 | 1 942 | 0,73 | ||||
| 2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 13 905 | 0,00 | 1 153 | 1,50 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 1 597 | 0,00 | 132 | 1,54 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 188 | 0,00 | 428 | 1,18 | ||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 28 072 | 2,88 | 2 328 | 4,35 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 222 | 148,55 | 184 | 152,05 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 4 298 | 0,00 | 356 | 1,42 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 87 389 | 7 246 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 8 393 | 3,63 | 696 | 4,98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 7 446 | 121,08 | 617 | 124,36 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 7 691 | −12,98 | 638 | −11,77 | ||||
| 2025-08-14 | 13F | Comerica Bank | 211 671 | 0,06 | 17 552 | 1,48 | ||||
| 2025-08-28 | NP | Cohen & Steers Select Preferred & Income Fund, Inc. | 8 984 | 745 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 24 385 | −2,45 | 2 022 | −1,03 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 48 007 | 3 981 | ||||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 31 792 | 1,52 | 2 636 | 2,97 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | First Merchants Corp | 7 425 | −6,90 | 616 | −5,67 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 556 627 | 6,79 | 46 156 | 8,30 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 3 750 | 0,00 | 311 | 1,31 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3 954 | 7,83 | 328 | 9,36 | ||||
| 2025-08-14 | 13F | Betterment LLC | 29 548 | −8,01 | 2 | 0,00 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 55 312 304 | 6,56 | 4 586 496 | 8,07 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 5 099 | 23,97 | 423 | 25,60 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 2 609 | 216 | ||||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 2 941 | 0,07 | 244 | 1,25 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 172 253 | 14 283 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 313 298 | −0,65 | 25 979 | 0,76 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9 631 | −26,95 | 799 | −25,97 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 3 587 | −12,79 | 297 | −11,61 | ||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 3 189 | 22,28 | 264 | 23,94 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 7 029 | 13,30 | 583 | 14,79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 626 | 301 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 123 | 0,00 | 10 | 0,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 853 | 31,64 | 568 | 33,65 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10 560 | 0,00 | 1 | |||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 24 492 | 1,04 | 2 024 | 2,12 | ||||
| 2025-08-12 | 13F | Act Two Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 5 398 | 448 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 106 | 488,89 | 9 | 700,00 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 295 | 6,36 | 273 | 7,91 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 028 036 | 2,87 | 85 245 | 4,33 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 28 511 | 9,22 | 2 364 | 10,78 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 15 332 | −5,08 | 1 265 | −3,51 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 521 060 | 6,10 | 43 | 7,50 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 075 | −3,85 | 255 | −2,68 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 55 | 0,00 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 3 163 | 1,18 | 262 | 2,75 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 559 321 | −5,11 | 46 | −4,17 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 23 947 | −0,78 | 1 986 | 0,61 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 6 658 | −6,86 | 552 | −5,48 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 94 971 | 8 | ||||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 673 619 | 0,00 | 55 856 | 1,42 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 12 529 | −4,51 | 1 039 | −3,17 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 376 436 | 16,42 | 31 214 | 18,07 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 5 010 | −60,34 | 415 | −59,79 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12 789 164 | −19,45 | 1 060 477 | −18,31 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 62 810 | −0,24 | 5 208 | 1,19 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 292 186 | 6,56 | 24 228 | 8,07 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 18 122 | 16,53 | 1 503 | 18,17 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 841 | −16,49 | 236 | −15,47 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3 518 | 0,00 | 292 | 1,39 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 226 548 | 5,08 | 18 785 | 6,58 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 987 | −0,57 | 248 | 0,82 | ||||
| 2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 43 513 | −26,41 | 3 556 | −26,70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5 124 | −3,59 | 425 | −2,30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 142 | −61,93 | 12 | −63,33 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 155 | 0,00 | 13 | 0,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 16 525 | 0,32 | 1 370 | 1,78 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 8 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 21 277 | 42,66 | 1 764 | 44,71 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 189 283 | −1,70 | 347 375 | −0,31 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 10 526 | 12,03 | 873 | 13,54 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 9 500 | 31,94 | 788 | 33,84 | |||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 5 005 | 0,00 | 415 | 1,47 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 107 | 0,00 | 9 | 0,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 417 | 200 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 383 544 | 8,71 | 31 803 | 10,25 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 15 799 | −6,92 | 1 292 | −4,79 |
