Grundläggande statistik
| Institutionella ägare | 1404 total, 1403 long only, 1 short only, 0 long/short - change of 2,32% MRQ |
| Genomsnittlig portföljallokering | 1.1255 % - change of −5,21% MRQ |
| Institutionella aktier (lång) | 304 729 340 (ex 13D/G) - change of −5,94MM shares −1,91% MRQ |
| Institutionellt värde (lång) | $ 23 478 739 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (US:VCSH) har 1404 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 304,729,340 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Prudential Plc, Envestnet Asset Management Inc, Wells Fargo & Company/mn, VTC - Vanguard Total Corporate Bond ETF ETF Shares, Royal Bank Of Canada, UBS Group AG, Barings Llc, and Nepc Llc .
Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF (NasdaqGM:VCSH) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 9, 2025 is 79,85 / share. Previously, on September 10, 2024, the share price was 79,25 / share. This represents an increase of 0,76% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 40 800 | −85,31 | 3 244 | −85,21 | ||||
| 2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 66 649 | −0,52 | 5 299 | 0,19 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 247 | 0,00 | 20 | 0,00 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 | 37 000 | 2 942 | ||||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 491 688 | 11,13 | 38 888 | 11,43 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 10 471 | 0,00 | 828 | 0,36 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 5 565 | 1,09 | 442 | 1,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 295 969 | −27,58 | 23 530 | −27,06 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 181 369 | −0,66 | 14 332 | 0,47 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 120 356 | 2,02 | 9 568 | 2,75 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 122 | −43,52 | 10 | −47,06 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 6 558 | 21,35 | 521 | 22,30 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 9 419 | 48,03 | 749 | 48,12 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 63 421 | 1,60 | 5 042 | 2,31 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 43 865 | −10,39 | 3 487 | −9,76 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 5 502 | 70,82 | 437 | 72,05 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 10 412 | 0,00 | 828 | 0,73 | ||||
| 2025-05-23 | 13F | Triune Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 293 305 | 86,72 | 23 318 | 88,06 | ||||
| 2025-07-18 | 13F | Vicus Capital | 44 908 | 1,55 | 3 570 | 2,26 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 39 176 | 0,88 | 3 114 | 1,60 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 6 224 | −9,91 | 491 | −8,74 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 908 | 22,45 | 470 | 23,42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 879 | 6,13 | 308 | 6,94 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 643 | 2,40 | 210 | 3,45 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Investment Management | 113 616 | −2,19 | 9 032 | −1,49 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 66 297 | 11,17 | 5 271 | 11,96 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 32 074 | 0,07 | 2 547 | 0,67 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 12 088 | −1,27 | 961 | 0,00 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 357 462 | 12,56 | 28 272 | 12,11 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 457 889 | 0,59 | 36 402 | 1,31 | ||||
| 2025-07-28 | 13F | Essex LLC | 458 576 | 1,41 | 36 457 | 2,13 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11 868 | 156,49 | 944 | 158,36 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 250 | −36,06 | 20 | −36,67 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 5 614 | 446 | ||||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 7 686 | −33,66 | 612 | −32,75 | ||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 48 963 | 0,88 | 3 893 | 1,59 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 245 513 | 3,58 | 19 518 | 4,32 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 4 599 | −2,00 | 366 | −1,35 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 338 868 | −2,49 | 26 940 | −1,80 | ||||
| 2025-08-12 | 13F | Bokf, Na | 737 | −45,37 | 59 | −45,28 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 74 945 | 7,85 | 5 958 | 8,62 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 11 193 | −10,86 | 890 | −10,29 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 49 140 | 2,61 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 4 930 | 36,04 | 392 | 38,65 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 18 541 | −6,56 | 1 474 | −5,87 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 18 372 | 85,48 | 1 461 | 86,94 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 4 014 | −3,51 | 319 | −2,74 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 16 871 | −10,96 | 1 341 | −10,30 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 5 867 | −58,80 | 466 | −58,54 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 55 445 | 1,90 | 4 408 | 2,61 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 513 | 277,21 | 41 | 300,00 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 329 497 | 11,17 | 26 195 | 11,95 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 366 195 | −1,30 | 29 113 | −0,60 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 278 | 22 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 74 226 | −0,79 | 5 901 | −0,10 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 45 071 | 0,27 | 3 583 | 0,99 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 037 924 | 0,79 | 82 515 | 1,50 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 625 749 | 6,75 | 49 747 | 7,51 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 50 830 | 2,53 | 4 021 | 2,87 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 4 730 | 0,08 | 376 | 0,80 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 59 | 5 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 517 | 10,64 | 677 | 11,53 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80 279 | −12,83 | 6 382 | −12,20 | ||||
| 2025-08-08 | 13F | Creative Planning | 931 092 | 8,91 | 74 022 | 9,68 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 689 269 | 1,20 | 54 797 | 1,91 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 10 676 | 0,00 | 845 | 0,96 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 405 | 0,00 | 32 | 3,23 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 324 144 | 25 769 | ||||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 4 047 | 0,00 | 319 | 1,27 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Covestor Ltd | 157 | 15,44 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 66 440 | 7,26 | 5 282 | 8,02 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 17 718 | −6,08 | 1 | 0,00 | ||||
| 2025-04-25 | NP | VTC - Vanguard Total Corporate Bond ETF ETF Shares | 5 683 008 | 8,26 | 448 276 | 8,58 | ||||
| 2025-04-17 | 13F | Cornell Pochily Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 087 | −9,54 | 325 | −8,99 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3 096 | −13,98 | 246 | −13,38 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 30 503 | 93,72 | 2 425 | 95,17 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 787 | 301 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 455 | −7,85 | 116 | −7,26 | ||||
| 2025-06-26 | NP | AABFX - Thrivent Balanced Income Plus Fund Class A | 3 634 | 0,00 | 288 | 0,70 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 69 731 | −1,13 | 5 544 | −0,43 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 10 404 | −0,09 | 827 | 0,73 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 533 | 1,14 | 42 | 2,44 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 15 490 | 23,49 | 1 231 | 24,34 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 33 819 | −1,43 | 2 689 | −0,74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5 071 | 0,00 | 403 | 0,75 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 454 | 0,00 | 36 | 2,86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 832 302 | −12,17 | 225 168 | −11,55 | ||||
| 2025-05-14 | 13F | Hsbc Holdings Plc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Matrix Trust Co | 260 478 | 1,19 | 21 | 0,00 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 18 255 | 0,69 | 1 451 | 1,40 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 129 042 | 4,74 | 10 259 | 5,48 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 21 335 | −1,54 | 1 696 | −0,82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 429 066 | −19,35 | 34 | −17,07 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 119 867 | 6,07 | 9 529 | 6,83 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 8 413 | 0,00 | 669 | 0,60 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 800 | 0,00 | 64 | 0,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 14 424 | 1,05 | 1 147 | 1,78 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 216 530 | 4,72 | 17 214 | 5,46 | ||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 3 330 | −57,20 | 265 | −57,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 423 | 1,20 | 34 | 0,00 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 12 389 | 84,63 | 985 | 86,01 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 23 341 | 7,99 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Vectors Research Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 200 116 | −3,38 | 15 909 | −2,69 | ||||
| 2025-07-25 | 13F | Westchester Capital Management, Inc. | 1 715 | 0,00 | 136 | 0,74 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 8 247 | −5,12 | 1 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 3 193 | −12,28 | 254 | −11,85 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 2 925 | 0,00 | 233 | 0,87 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 36 680 | 0,00 | 3 | 0,00 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 16 654 | 11,96 | 1 315 | 14,26 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 110 926 | 5,03 | 8 819 | 5,77 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2 959 | 0,20 | 235 | 0,86 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 51 725 | −21,75 | 4 112 | −21,20 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 427 216 | −3,84 | 33 964 | 96 937,14 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 96 | 8 | ||||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 13 839 | 3,74 | 1 096 | 4,48 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 466 | −4,73 | 276 | −4,18 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 227 706 | 2,86 | 176 404 | 3,18 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 5 405 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Trans-Canada Capital Inc. | 1 792 494 | −29,35 | 142 503 | −28,84 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 79 771 | 1,38 | 6 342 | 2,09 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 638 | −23,13 | 51 | −23,08 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 31 145 | −54,59 | 2 476 | −54,27 | ||||
| 2025-07-30 | NP | OVT - Overlay Shares Short Term Bond ETF | 627 321 | −27,59 | 49 615 | −27,40 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 50 514 | −15,72 | 4 016 | −15,13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 991 382 | 2,60 | 78 815 | 3,32 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 4 420 | −2,02 | 351 | −1,40 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 66 026 | −7,33 | 5 249 | −6,67 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 785 | 221 | ||||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 3 874 | 0,73 | 308 | 1,65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 19 111 | −7,53 | 1 519 | −6,87 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 33 149 | 17,16 | 2 635 | 18,00 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 9 726 | −7,15 | 773 | −6,42 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 131 725 | 10,46 | 10 472 | 11,25 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 9 680 | 51,70 | 770 | 52,88 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 348 883 | 1,51 | 27 737 | 2,23 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3 934 | 0,00 | 313 | 0,65 | ||||
| 2025-06-26 | NP | AAINX - Thrivent Opportunity Income Plus Fund Class A | 8 131 | −72,09 | 644 | −71,86 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 2 683 | −0,07 | 213 | 0,95 | ||||
| 2025-04-10 | 13F | Retirement Planning Group | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 66 614 | 4,20 | 5 296 | 4,93 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 130 493 | −28,89 | 10 | −28,57 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 93 322 | −1,48 | 7 556 | 1,06 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 74 808 | 41,38 | 5 947 | 42,41 | ||||
| 2025-07-07 | 13F | Platt Investment Counsel, LLC | 200 726 | 20,08 | 15 958 | 20,93 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 19 903 | 4,16 | 1 582 | 4,91 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 908 | −58,72 | 152 | −58,52 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 11 689 | −27,22 | 929 | −26,68 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 91 325 | −3,34 | 7 260 | −2,64 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 224 517 | 0,26 | 17 849 | 0,97 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 23 102 | 0,23 | 1 837 | 0,93 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 9 185 | −15,56 | 725 | −14,50 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 70 458 | 0,31 | 5 601 | 1,01 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 251 508 | 5,61 | 19 995 | 6,36 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 686 | −39,82 | 293 | −39,34 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17 513 | 23,76 | 1 392 | 24,62 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 3 047 | 1,09 | 242 | 2,11 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 168 148 | 0,00 | 13 368 | 0,71 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 121 747 | −7,62 | 9 620 | −7,05 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 663 | −38,36 | 1 | |||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 6 448 | 0,28 | 513 | 0,99 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 1 305 | −21,15 | 104 | −20,77 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 113 622 | −1,13 | 9 033 | −0,44 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 76 186 | 6 057 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 75 977 | 17,28 | 6 040 | 18,13 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 500 | 0 | ||||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 281 332 | 2,27 | 22 366 | 3,00 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 18 743 | −4,07 | 1 490 | −3,37 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 3 317 | 2,16 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 430 | 0,00 | 34 | 3,03 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 192 510 | 0,64 | 15 305 | 1,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 826 859 | 5,58 | 65 735 | 6,33 | ||||
| 2025-08-06 | 13F | Resona Asset Management Co.,Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 28 518 | 2,96 | 2 267 | 3,71 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 136 133 | 7,00 | 10 823 | 7,76 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 3 113 | 0,84 | 247 | 1,65 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 24 492 | −4,24 | 1 947 | −3,52 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 2 900 | −89,61 | 231 | −89,19 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 67 708 | 5 383 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 534 | 0,95 | 42 | 2,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 45 853 | 15,71 | 3 645 | 16,53 | ||||
| 2025-05-15 | 13F | Centiva Capital, LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 80 140 | −3,04 | 6 371 | −2,35 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 91 596 | 0,00 | 7 244 | 0,26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 594 | −46,93 | 206 | −46,49 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 18 242 | −8,38 | 1 450 | −7,70 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 17 895 | 1,73 | 1 423 | 2,45 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 167 812 | 28,02 | 13 341 | 28,94 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 843 635 | −1,18 | 464 569 | −0,48 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 42 810 | 5,34 | 3 403 | 6,08 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 14 265 | 255,47 | 1 134 | 258,86 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 2 576 | 0,00 | 205 | 0,49 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 6 231 | 0,00 | 495 | 0,81 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 1 | 0,00 | ||||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 23 803 | 0,00 | 1 883 | 0,27 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 147 993 | −1,86 | 11 683 | −1,86 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 40 930 | −3,42 | 3 254 | −2,75 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 74 184 | −9,53 | 5 898 | −8,90 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 4 015 700 | 87,07 | 319 248 | 88,40 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 10 118 | −1,69 | 804 | −0,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 265 | −15,67 | 2 406 | −15,07 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 36 661 | 12,66 | 2 915 | 13,47 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 151 273 | 2,87 | 12 026 | 3,60 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 17 949 | 0,30 | 1 427 | 0,99 | ||||
| 2025-08-12 | 13F | Main Management LLC | 4 954 | 0,00 | 0 | |||||
| 2025-04-23 | 13F | Field & Main Bank | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 59 892 | −1,16 | 4 761 | −0,46 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13 303 | 9,70 | 1 058 | 10,45 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 62 219 | 95,36 | 4 946 | 96,74 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 4 606 | 1,70 | 366 | 2,52 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 713 | 216 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 79 743 | 1,99 | 6 340 | 2,72 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 709 | −0,17 | 374 | 0,54 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 171 975 | 1,29 | 13 672 | 2,00 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 7 880 | 0,00 | 626 | 0,64 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 2 695 | 1,09 | 214 | 1,90 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13 831 | 1,48 | 1 100 | 2,23 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 12 925 | 0,02 | 1 028 | 0,69 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 5 802 | −40,27 | 461 | −39,82 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 161 906 | 18,65 | 12 872 | 20,91 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 679 | −3,70 | 769 | −3,03 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 10 492 | −6,98 | 834 | −6,29 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 42 719 | −6,35 | 3 396 | −5,67 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 7 437 | 0,00 | 591 | 0,68 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 5 658 | 0,00 | 447 | 1,13 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 192 | −50,13 | 15 | −50,00 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 122 603 | 5,90 | 9 747 | 6,65 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 34 945 | −6,22 | 2 778 | −5,54 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 39 678 | 1,69 | 3 154 | 2,44 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 2 724 | 1,11 | 217 | 1,89 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 1 667 | 0,00 | 133 | 0,76 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 5 424 | 90,05 | 431 | 91,56 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 382 843 | −11,62 | 30 436 | −11,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 429 844 | −6,93 | 34 001 | −6,74 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 261 | 259 | ||||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 155 743 | 1,36 | 12 382 | 2,08 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 23 697 | 29,36 | 1 884 | 30,22 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 161 161 | −5,91 | 12 812 | −5,24 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 76 773 | 24,50 | 6 103 | 25,40 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 3 526 | −1,95 | 280 | −1,06 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 427 | −22,48 | 352 | −21,12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 547 107 | 8,11 | 43 495 | 8,88 | ||||
| 2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 69 | −73,26 | 5 | −75,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 646 | 0,00 | 51 | 2,00 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 15 921 | −0,65 | 1 260 | −0,47 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 6 500 | 514 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 5 683 | 57,38 | 452 | 58,25 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 128 222 | 10 194 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 101 628 | 26,02 | 8 079 | 26,93 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 4 125 | 0,00 | 328 | 0,62 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 29 528 | 78,35 | 2 347 | 79,71 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 13 680 | 1 383,73 | 1 088 | 1 409,72 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7 750 | −16,49 | 616 | −15,85 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 514 744 | 0,97 | 40 922 | 1,68 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 13 748 | 4,00 | 1 093 | 4,70 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 8 694 | −3,81 | 689 | −3,37 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 15 072 | 5,96 | 1 198 | 6,77 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 4 713 | 0,00 | 375 | 0,54 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 101 535 | −0,43 | 8 073 | 0,27 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 728 135 | 1,75 | 57 887 | 2,47 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 10 232 | 1,11 | 813 | 1,88 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 175 | 14 | ||||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Providence First Trust Co | 131 582 | 8,77 | 10 461 | 9,54 | ||||
| 2025-08-06 | 13F | Excalibur Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 73 087 | 4,34 | 5 810 | 5,08 | ||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 72 204 | −1,37 | 5 740 | −0,66 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 331 015 | −5,66 | 26 316 | −4,99 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 60 966 | 0,71 | 4 847 | 1,42 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 200 | 0,00 | 16 | 0,00 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 2 960 | −11,90 | 235 | −11,32 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 55 405 | 0,60 | 4 405 | 1,59 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 7 155 | 1,47 | 569 | 3,27 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 46 529 | −13,07 | 3 693 | −11,92 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 31 083 | −0,73 | 2 471 | 0,00 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 826 | −4,62 | 66 | −4,41 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 161 159 | −4,67 | 12 722 | −5,36 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 113 065 | 0,70 | 8 989 | 1,41 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 19 941 | 6,54 | 1 582 | 7,04 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4 825 | −42,70 | 384 | −42,32 | ||||
| 2025-07-16 | 13F | American National Bank | 12 369 | 50,31 | 983 | 51,46 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 359 | −57,77 | 267 | −57,64 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 23 470 | 9,10 | 1 866 | 9,84 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 984 | −17,48 | 635 | −16,91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 64 027 464 | 0,20 | 5 090 183 | 0,91 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 126 148 | 1,75 | 10 029 | 2,46 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 52 489 | −3,05 | 4 173 | −2,39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 369 | −50,00 | 29 | −50,00 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 105 043 | −2,26 | 8 308 | −2,01 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 2 526 | −1,56 | 201 | −0,99 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 52 063 | 37,86 | 4 139 | 38,81 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 25 | 2 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 542 | 43 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 5 171 | −1,84 | 411 | −0,96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 974 971 | 146,60 | 236 510 | 148,35 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 2 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 11 097 | 0,97 | 882 | 2,92 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 15 088 | 1 199 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 30 761 | 0,71 | 2 445 | 1,41 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 3 513 | 0,46 | 279 | 1,09 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 139 848 | −13,80 | 11 062 | −13,62 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 84 538 | −6,72 | 6 721 | −6,07 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 12 180 | −0,46 | 968 | 0,31 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 25 209 | 8,51 | 2 004 | 9,33 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 91 146 | 2,09 | 7 246 | 2,82 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 291 | 0,00 | 23 | 4,55 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 77 764 | 0,23 | 6 182 | 0,95 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 409 | 0,00 | 32 | 0,00 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 192 | −3,94 | 254 | −3,44 | ||||
| 2025-07-29 | 13F | Easterly Investment Partners Llc | 50 244 | 0,00 | 3 994 | 0,71 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 24 916 | −1,79 | 1 981 | −1,10 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 36 417 | 3,57 | 2 895 | 4,32 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 85 456 | 15,84 | 6 794 | 16,66 | ||||
| 2025-04-23 | 13F | Symmetry Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Point72 Asset Management, L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1 201 245 | −2,62 | 68 043 | −2,95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 442 903 | 2,68 | 114 711 | 3,40 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 59 814 | −1,48 | 4 755 | −0,77 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 93 080 | 0,32 | 7 400 | 1,02 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 53 009 | −25,15 | 4 214 | −24,62 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 3 974 | 0 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 44 037 | 0,75 | 3 501 | 2,67 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 4 913 | 0,10 | 391 | 0,78 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 159 467 | 0,26 | 12 678 | 0,97 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 15 805 | 1,78 | 1 256 | 2,53 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54 697 | 4 348 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 254 | 100 | ||||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 30 597 | 0,25 | 2 432 | 0,95 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 403 756 | 4,07 | 32 099 | 4,81 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 16 749 | 49,92 | 1 332 | 51,08 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 19 219 | −49,32 | 1 528 | −48,98 | ||||
| 2025-08-14 | 13F | Comerica Bank | 244 249 | −5,07 | 19 418 | −4,40 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 63 550 | 16,11 | 5 052 | 16,94 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 8 709 | −19,38 | 692 | −17,81 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 25 840 | −28,21 | 2 054 | −27,70 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 1 993 | 0,00 | 158 | 0,64 | ||||
| 2025-04-23 | 13F | JCIC Asset Management Inc. | 2 560 | 0,00 | 202 | 1,51 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 3 634 | −12,09 | 289 | −11,66 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 19 131 | 0,11 | 2 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 323 989 | 0,32 | 26 | 0,00 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 38 961 | −0,23 | 3 097 | 0,49 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 21 234 | −5,42 | 1 688 | −4,74 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 640 398 | 2,60 | 50 912 | 3,32 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 241 893 | 1,99 | 19 230 | 2,71 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 70 687 | 339,90 | 5 620 | 343,14 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 35 260 | 0,31 | 2 796 | 0,98 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 8 500 | −96,03 | 676 | −96,01 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 959 | 0,00 | 76 | 1,33 | ||||
| 2025-08-15 | 13F | American Family Investments, Inc. | 845 187 | 0,00 | 67 192 | 0,71 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 481 158 | 5,28 | 38 252 | 6,03 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 256 434 | 0,07 | 20 317 | 0,19 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 13 858 | −57,93 | 1 102 | −55,82 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 853 | −2,41 | 386 | −1,79 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 11 094 | 6,71 | 882 | 7,44 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 198 247 | 1,77 | 15 761 | 2,50 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 526 | −6,38 | 121 | −5,47 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 13 700 | 3,79 | 1 089 | 4,51 | ||||
| 2025-08-12 | 13F | Prudential Plc | 12 676 393 | −39,26 | 1 007 773 | −38,83 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4 339 | −17,63 | 345 | −17,11 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 154 893 | 5,14 | 12 314 | 5,88 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 512 721 | 0,00 | 40 756 | 0,70 | ||||
| 2025-07-31 | 13F | City State Bank | 10 785 | 21,38 | 857 | 22,25 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 4 652 | 9,85 | 370 | 10,48 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 22 916 | 18,51 | 1 822 | 19,33 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 233 683 | 18,33 | 18 578 | 19,17 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 874 | 12,85 | 387 | 13,82 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 440 479 | −1,54 | 35 018 | −0,84 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 222 621 | 5,69 | 17 698 | 6,45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 412 619 | −43,61 | 32 803 | −43,21 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 4 250 | 0,00 | 338 | 0,60 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 21 717 | 0,30 | 1 727 | 0,99 | ||||
| 2025-03-24 | 13F | Mascagni Wealth Management, Inc. | 0 | 0 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 5 110 | −5,02 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 10 584 | 31,58 | 841 | 32,44 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 17 715 | 5,79 | 1 408 | 6,59 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 329 709 | 7,17 | 26 212 | 7,93 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 812 580 | 226,08 | 64 600 | 228,40 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 7 091 | −13,27 | 560 | −11,41 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 3 534 | 0,00 | 281 | 0,72 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 221 429 | −40,46 | 17 604 | −40,04 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 53 388 | −1,30 | 4 244 | −0,61 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1 929 | −5,16 | 153 | −4,37 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 31 668 | −0,86 | 2 518 | −0,16 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 417 631 | 1,79 | 33 202 | 2,69 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 3 810 | 0 | ||||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 12 320 | 30,37 | 979 | 31,41 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4 101 | −11,71 | 326 | −10,93 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 41 003 | 1,38 | 3 260 | 2,10 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 7 319 | 70,65 | 582 | 71,89 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 3 067 | −0,23 | 244 | 0,41 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16 429 | 23,15 | 1 306 | 24,03 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3 390 | −24,50 | 270 | −24,01 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 5 507 | 4,18 | 438 | 4,80 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 98 312 | 7,38 | 7 816 | 8,14 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 6 538 | 520 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 27 355 | 5,95 | 2 175 | 6,67 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 10 734 | 0,00 | 853 | 0,71 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 8 671 | 0,00 | 689 | 0,73 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 93 689 | 7 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8 499 | 676 | ||||||
| 2025-08-13 | 13F | American Money Management, LLC | 409 941 | 5,65 | 32 590 | 6,40 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 120 148 | −1,72 | 9 552 | −1,03 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 128 762 | −0,46 | 10 237 | 0,24 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 707 | −56,05 | 374 | −55,74 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 4 396 | 0,73 | 349 | 1,45 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 724 | −9,80 | 217 | −9,24 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 19 195 | −16,33 | 1 526 | −15,69 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 882 | −8,97 | 547 | −7,45 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 267 665 | 0,39 | 21 279 | 1,11 | ||||
| 2025-04-09 | 13F | Freestate Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 59 356 | −17,15 | 4 717 | −16,56 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 321 274 | 1,30 | 25 541 | 2,02 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 22 916 | 18,51 | 1 822 | 19,33 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 25 912 | 2,25 | 2 060 | 3,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 14 811 | −14,32 | 1 177 | −13,71 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 473 | −0,36 | 197 | 0,51 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 94 | 0,00 | 7 | 0,00 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 35 779 | −5,86 | 2 844 | −5,20 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 32 894 | 8,97 | 2 615 | 9,78 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 5 080 | −5,87 | 404 | −4,05 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 297 153 | −1,12 | 23 624 | 0,61 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 32 991 | 6,76 | 2 623 | 7,50 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 966 | 0,00 | 234 | 1,30 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 318 167 | 6,69 | 25 294 | 7,45 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 760 | −11,21 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 45 725 | −2,01 | 4 | 0,00 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 29 057 | 3,69 | 2 310 | 4,39 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 414 | 0,00 | 33 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 039 | −10,89 | 83 | −10,87 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 457 | 275 | ||||||
| 2025-08-04 | 13F | McMill Wealth Management | 95 488 | −15,58 | 7 590 | −15,00 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 5 694 | 17,21 | 453 | 18,02 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 33 199 | 2,77 | 2 639 | 3,53 | ||||
| 2025-07-22 | 13F | Verus Wealth Management, Llc | 30 632 | 4,07 | 2 435 | 4,82 | ||||
| 2025-07-23 | 13F | Matisse Capital | 4 000 | 0,00 | 318 | 0,95 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 46 832 | −13,04 | 3 723 | −12,42 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 852 374 | −7,79 | 147 | −6,96 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 1 987 | 0,00 | 158 | 0,64 | ||||
| 2025-04-16 | 13F | West Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 222 | 18 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 69 399 | 13,17 | 5 517 | 13,99 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30 691 | −3,39 | 2 440 | −2,71 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 137 | 0,00 | 11 | 0,00 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 5 295 | 413 | ||||||
| 2025-08-12 | 13F | Private Management Group Inc | 139 992 | −37,88 | 11 129 | −37,44 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | UG Investment Advisers Ltd. | 158 647 | 9,78 | 12 612 | 10,55 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 154 064 | −0,71 | 250 748 | −0,01 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 33 141 | 22,08 | 2 635 | 22,91 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 156 | 0,10 | 330 | 0,92 | ||||
| 2025-05-09 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 38 799 | −12,75 | 3 085 | −12,14 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 187 751 | −4,04 | 14 926 | −3,35 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 125 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 325 | 0,00 | 105 | 0,96 | ||||
| 2025-05-15 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 108 976 | 4,52 | 8 634 | 4,91 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 4 215 | 0,00 | 335 | 0,90 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 10 200 | 0,00 | 811 | 0,62 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 6 620 | 52,85 | 526 | 54,25 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 131 773 | 0,38 | 10 460 | 104 500,00 | ||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 34 412 | −3,86 | 2 736 | −3,19 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 40 837 | 3,92 | 3 247 | 4,64 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3 791 | −80,14 | 301 | −80,01 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4 263 | −7,12 | 339 | −6,63 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 221 752 | 0,00 | 17 629 | 0,71 | ||||
| 2025-07-16 | 13F | Banque Pictet & Cie Sa | 7 731 | 0,00 | 615 | 0,66 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 202 | −83,25 | 16 | −83,87 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 578 | 0,39 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 334 787 | 4,90 | 26 616 | 5,64 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 149 785 | 84,58 | 12 | 83,33 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 2 620 | 0,46 | 208 | 1,46 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 520 215 | 41 357 | ||||||
| 2025-07-09 | 13F | Exchange Bank | 16 240 | −3,80 | 1 291 | −3,08 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 734 213 | −1,59 | 58 370 | −0,89 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 19 318 | 9,32 | 1 536 | 10,11 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 36 149 | −6,12 | 2 874 | −5,46 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 156 | −67,57 | 12 | −67,57 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A | 3 111 | −7,44 | 247 | −6,79 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 70 442 | −0,60 | 5 600 | 0,11 | ||||
| 2025-05-08 | 13F | Howland Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 8 295 | −23,46 | 659 | −22,92 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 4 771 | −8,02 | 379 | −7,33 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 6 484 | 1,11 | 516 | 1,78 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 357 860 | −12,93 | 28 450 | −12,31 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 416 675 | −1,63 | 33 126 | −0,93 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24 666 | 3,19 | 1 961 | 3,87 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 39 418 | −5,17 | 3 134 | −4,51 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 5 284 | −38,47 | 420 | −37,96 | ||||
| 2025-07-30 | 13F | Rothschild Capital Partners, LLC | 8 164 | 31,32 | 649 | 32,45 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 419 | −27,76 | 271 | −27,35 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 30 879 | −26,62 | 2 451 | −26,23 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5 016 | 399 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 9 429 | −14,26 | 750 | −13,71 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 2 706 | 0,00 | 215 | 0,94 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 9 616 | 9,26 | 764 | 10,09 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 400 196 | −1,49 | 111 316 | −0,79 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 520 004 | 51,60 | 43 268 | 59,80 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | BCS Wealth Management | 127 438 | 12,65 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | III Capital Management | 2 160 000 | 171 720 | ||||||
| 2025-08-11 | 13F | Sykon Capital Llc | 45 346 | 3 605 | ||||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 7 511 | 4,48 | 1 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 23 154 | −1,28 | 1 832 | −0,76 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 244 | 19 | ||||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 2 961 | 0,00 | 235 | 0,86 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 95 048 | −5,06 | 7 556 | −4,38 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 34 018 | −16,87 | 2 704 | −16,28 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7 311 | −11,71 | 580 | −11,33 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 237 | −0,58 | 257 | 0,00 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 9 792 | −0,29 | 778 | 0,39 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 005 | −2,43 | 80 | −2,47 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 18 194 | −13,78 | 1 446 | −13,15 | ||||
| 2025-07-24 | 13F | Baskin Financial Services Inc. | 307 487 | 0,45 | 24 | 0,00 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 11 610 | 1,07 | 923 | 1,88 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 519 | 3,47 | 121 | 4,35 | ||||
| 2025-07-25 | NP | PNIIX - Bond Market Index Fund Institutional Class | 40 000 | −11,11 | 3 164 | −10,88 | ||||
| 2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 79 294 | −3,49 | 6 304 | −2,81 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 131 378 | −0,65 | 10 397 | −0,39 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 823 | 48,82 | 65 | 51,16 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 34 171 | 9,07 | 2 717 | 9,83 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 22 734 | −10,19 | 1 807 | −9,56 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 801 | 180 000,00 | 143 | |||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 3 250 | −5,28 | 258 | −4,44 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 17 448 | 6,40 | 1 387 | 7,19 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 444 408 | 99,84 | 35 330 | 101,26 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 3 382 | 269 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 25 539 | −11,11 | 2 023 | −10,49 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 34 048 | 2,78 | 2 707 | 3,52 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 4 383 | −65,23 | 348 | −65,03 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 720 835 | −0,71 | 57 306 | −0,01 | ||||
| 2025-07-25 | 13F | Summa Corp. | 9 500 | 46,15 | 755 | 47,17 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 3 693 | 0,16 | 294 | 0,69 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 93 638 | 3,40 | 7 444 | 4,14 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 8 450 | 1,05 | 672 | 1,67 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 23 445 | 0,30 | 1 864 | 0,98 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 256 378 | 3,95 | 179 382 | 4,69 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 298 397 | 2,61 | 24 | 4,55 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 2 865 | 1,09 | 228 | 1,79 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 165 886 | 90,55 | 13 188 | 91,89 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 11 475 | 1,07 | 912 | 1,79 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 7 058 | −21,49 | 561 | −20,87 | ||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 133 761 | 2,82 | 10 559 | 4,05 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 72 899 | −1,53 | 5 796 | −0,84 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 71 730 | −6,10 | 5 703 | −5,44 | ||||
| 2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 5 506 | −0,81 | 438 | −0,23 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 912 | 34,42 | 470 | 35,16 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 500 | −61,63 | 40 | −61,76 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 14 186 | 2,83 | 1 128 | 3,49 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 11 109 | −8,58 | 883 | −7,92 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 10 848 | −10,59 | 862 | −9,93 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 5 350 | 0,00 | 425 | 0,71 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 225 | 0,00 | 18 | 0,00 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 6 407 | 2,96 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 8 002 | −11,03 | 636 | −10,30 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 117 149 | 52,35 | 9 313 | 53,43 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 14 460 | −4,20 | 1 150 | −3,53 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 6 727 | −3,00 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 19 340 | −0,64 | 1 538 | 0,07 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 10 578 | 0,02 | 841 | 0,72 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 28 971 | 2,65 | 2 303 | −8,90 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 9 545 | −33,79 | 759 | −33,39 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 497 | −81,93 | 276 | −81,99 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 5 440 | −3,55 | 432 | −2,92 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 225 | −22,41 | 18 | −22,73 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 2 601 | 0,00 | 207 | 0,49 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 76 466 | −4,00 | 6 079 | −3,31 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 132 953 | −1,62 | 10 570 | −0,92 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 13 537 | 0,25 | 1 076 | 1,03 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 17 117 | 0,75 | 1 361 | 1,42 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 465 | 37 | ||||||
| 2025-08-11 | 13F | Lcnb Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 363 | 19,27 | 1 221 | 20,18 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 81 801 | 6,20 | 6 503 | 6,96 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 43 984 | −1,75 | 3 497 | −1,05 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 1 349 | 0,00 | 107 | 0,94 | ||||
| 2025-07-25 | 13F | Bull Street Advisors, LLC | 52 847 | −1,35 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 93 927 | −24,31 | 7 467 | −23,78 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 005 213 | −1,28 | 79 914 | −0,58 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 173 661 | −0,17 | 13 806 | 0,54 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 18 308 | 6,47 | 1 455 | 7,22 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 310 | −10,92 | 25 | −11,11 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 9 263 | 0,00 | 736 | 0,68 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 4 631 | 0,17 | 368 | 1,10 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 2 826 | −4,30 | 225 | −2,61 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 4 850 | −5,70 | 386 | −4,94 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 66 266 | −2,62 | 5 265 | −1,90 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 26 700 | 2 123 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 172 012 | 1,03 | 13 675 | 1,75 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 29 830 | −1,28 | 2 371 | −0,59 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 8 328 | −0,50 | 1 | |||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 1 227 | −32,17 | 98 | −31,69 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 107 549 | −3,03 | 8 550 | −2,34 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 3 894 | 15,28 | 310 | 16,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12 492 | 10,78 | 993 | 11,57 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 600 359 | 83,27 | 127 229 | 84,57 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Virtus Family Office LLC | 50 476 | 8,81 | 4 013 | 9,56 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 788 502 | 4,00 | 62 686 | 4,71 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 8 337 | 0,00 | 663 | 0,61 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 23 247 | −1,42 | 1 848 | −0,70 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 400 | 33,33 | 32 | 34,78 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 19 085 | −4,32 | 1 517 | −3,62 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 68 282 | 1 747,96 | 5 428 | 1 765,29 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 4 088 | 0,02 | 325 | 0,62 | ||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 3 364 | −7,73 | 267 | −6,97 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 367 762 | 0,87 | 29 237 | 2,48 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 859 952 | −4,69 | 227 366 | −4,02 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 17 666 | −12,68 | 1 404 | −12,09 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 27 816 | −0,68 | 2 211 | 0,05 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 52 016 | 3,87 | 4 135 | 4,60 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 977 | 9,71 | 157 | 10,56 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 22 676 | −3,03 | 1 803 | −2,33 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10 589 | −1,74 | 842 | −1,06 | ||||
| 2025-07-03 | 13F | JBGlobal.com LLC | 262 940 | 4,03 | 20 904 | 4,77 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 57 660 | 14,02 | 4 584 | 14,80 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 13 991 | 2,57 | 1 112 | 3,35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 42 747 | 3 398 | ||||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 78 997 | −3,54 | 6 272 | −2,97 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 703 | 1,88 | 374 | 2,47 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2 942 | 234 | ||||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 19 660 | 1,92 | 1 563 | 2,63 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 20 386 | −57,78 | 1 621 | −57,49 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 121 354 | 3,99 | 9 648 | 4,72 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 17 280 | 1 374 | ||||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 17 261 | −2,63 | 1 372 | −1,93 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18 531 | 107,77 | 1 473 | 109,23 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 43 887 | −1,83 | 3 489 | −1,13 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 18 513 | 62,45 | 1 472 | 63,63 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 174 089 | 1,60 | 13 746 | 1,97 | ||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 102 842 | 8,13 | 8 176 | 8,88 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 120 152 | −0,66 | 9 552 | 0,04 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 109 203 | 7,48 | 8 682 | 8,24 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 8 460 | 131,27 | 673 | 133,33 | ||||
| 2025-07-17 | 13F | Chatham Capital Group, Inc. | 23 742 | −2,20 | 1 887 | −1,51 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 178 | 14 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 3 074 | −42,52 | 244 | −42,18 | ||||
| 2025-07-15 | 13F | Martin Capital Advisors, LLP | 28 370 | 0,00 | 2 255 | 0,71 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 4 | 0,00 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 369 | −12,17 | 824 | −11,59 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 245 | 0,00 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 180 000 | 14 310 | ||||||
| 2025-04-09 | 13F | Pioneer Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 8 141 | −7,15 | 647 | −6,50 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 065 | 6,31 | 244 | 8,97 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 5 208 | 414 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 29 947 | −0,18 | 2 381 | 0,51 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 202 | 0,00 | 16 | 0,00 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 81 805 | 4,22 | 6 503 | 4,95 | ||||
| 2025-07-29 | 13F | Liquid Strategies, LLC | 620 621 | 2,00 | 49 339 | 2,73 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 43 | −99,08 | 3 | −99,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 631 770 | 9,17 | 50 233 | 9,94 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 39 856 | 6,20 | 3 169 | 6,95 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 1 372 | −16,70 | 109 | −14,84 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 54 235 | 0,26 | 4 312 | 0,96 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 7 909 | 92,90 | 629 | 94,43 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 20 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 13 259 | 0,00 | 1 047 | 0,00 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 58 598 | 0,24 | 4 659 | 0,95 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 16 505 | −2,53 | 1 312 | −1,80 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 151 | 12 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 176 769 | 14,96 | 14 053 | 15,79 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 43 847 | 5,36 | 3 486 | 6,09 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 184 372 | −0,75 | 14 658 | −0,05 | ||||
| 2025-07-16 | 13F | Novem Group | 11 814 | 0,68 | 939 | 1,40 | ||||
| 2025-08-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 93 814 | 7 458 | ||||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 4 420 | −0,56 | 351 | 0,29 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 25 968 | 708,72 | 2 064 | 715,81 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 100 042 | −1,17 | 7 953 | −0,48 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 949 420 | −0,70 | 76 | 0,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 12 487 | 8,75 | 993 | 9,49 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 23 753 | −6,72 | 1 888 | −6,07 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 22 715 | 0,55 | 1 806 | 1,46 | ||||
| 2025-08-18 | 13F | Cunning Capital Partners, LP | 3 850 | −45,00 | 0 | |||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 95 805 | 5,04 | 7 616 | 5,78 | ||||
| 2025-07-15 | 13F | Maseco Llp | 196 | 16 | ||||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 244 385 | 10,75 | 19 429 | 11,54 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 79 784 | −0,95 | 6 343 | −0,25 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 395 784 | −0,88 | 31 465 | −0,17 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 35 955 | −13,74 | 2 858 | −12,89 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 27 046 | 31,77 | 2 150 | 32,72 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 45 975 | 3 655 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 3 194 | 0,00 | 254 | 1,20 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 3 563 | −18,37 | 283 | −17,73 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 63 576 | 87,05 | 5 054 | 88,37 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 91 352 | 4,18 | 7 262 | 4,93 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 708 290 | 1,60 | 56 309 | 2,33 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 2 883 | −0,65 | 229 | 0,00 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 20 679 | 2 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 886 | 4,39 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 1 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Zacks Investment Management | 67 619 | 8,68 | 5 376 | 9,45 | ||||
| 2025-07-10 | 13F | Aua Capital Management, Llc | 28 369 | 0,00 | 2 255 | 0,71 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 253 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Bellecapital International Ltd. | 3 371 | 0,00 | 268 | 0,38 | ||||
| 2025-08-18 | 13F | V2 Financial group LLC | 9 712 | −10,40 | 772 | −9,71 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 10 665 | −11,74 | 848 | −11,12 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 126 614 | −18,62 | 10 066 | −18,05 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 68 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 89 | 0,00 | 7 | 0,00 |
