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.
Uppgradera
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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 | ||||
2025-07-24 | 13F | Eastern Bank | 9 490 | 0,00 | 754 | 0,67 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 16 467 | 0,16 | 1 309 | 0,93 | ||||
2025-04-25 | 13F | BankPlus Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SOUTH STATE Corp | 115 341 | −1,68 | 9 170 | −0,98 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 30 | 0,00 | 2 | 0,00 | ||||
2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Piscataqua Savings Bank | 150 | 0,00 | 12 | 0,00 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 30 199 | −1,81 | 2 397 | −1,28 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 453 740 | −1,54 | 36 072 | −0,84 | ||||
2025-07-29 | 13F | Robinson Value Management, Ltd. | 1 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 203 874 | 7,20 | 16 165 | 8,63 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9 329 | 1,76 | 742 | 2,49 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 17 983 | −10,59 | 1 430 | −9,96 | ||||
2025-04-17 | 13F | Missouri Trust & Investment Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 25 940 | 6,49 | 2 062 | 7,73 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 27 887 | −2,64 | 2 217 | −1,90 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 145 886 | −0,66 | 11 598 | 0,03 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 340 810 | −0,49 | 27 094 | 0,21 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 173 191 | −0,72 | 13 769 | −0,02 | ||||
2025-08-12 | 13F | Weik Capital Management | 47 079 | 32,94 | 3 743 | 33,88 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 776 368 | 2,61 | 61 721 | 3,34 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 31 635 | 47,91 | 2 515 | 48,99 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 2 967 | 0,13 | 0 | |||||
2025-08-01 | 13F | Chilton Capital Management Llc | 15 429 | −2,42 | 1 227 | −1,76 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 4 682 | 11,82 | 372 | 12,73 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 10 936 | −2,02 | 869 | −1,36 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 186 369 | −2,05 | 14 816 | −1,35 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 952 | 155 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 10 914 | −54,54 | 868 | −54,25 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 3 487 | 0,14 | 277 | 1,09 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 4 454 | 0,00 | 0 | |||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 42 493 | −1,70 | 3 378 | −1,00 | ||||
2025-08-14 | 13F | Bnp Paribas | 1 | 0,00 | 0 | |||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 2 046 | 0,00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Sachetta, LLC | 300 | 0,00 | 24 | 0,00 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 48 006 | −3,14 | 3 788 | −3,17 | ||||
2025-07-15 | 13F | Graypoint LLC | 13 861 | 0,37 | 1 102 | 1,01 | ||||
2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 11 098 | −8,52 | 882 | −7,84 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 17 727 | 0,02 | 1 409 | 0,71 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 12 160 | −0,09 | 967 | 0,63 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 3 317 | 1,07 | 264 | 1,54 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 211 245 | 9,25 | 16 794 | 10,02 | ||||
2025-07-31 | 13F | GenTrust, LLC | 6 919 | −7,96 | 550 | −7,25 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 86 494 | −17,96 | 6 876 | −16,39 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 92 | 0,00 | 7 | 0,00 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 58 060 | 3,22 | 4 616 | 3,94 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 21 674 | 0,06 | 1 723 | 0,82 | ||||
2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 13 000 | 0,00 | 1 034 | 0,68 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 561 002 | 2,03 | 44 600 | 2,75 | ||||
2025-07-15 | 13F | Pictet North America Advisors SA | 6 810 | 541 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 19 861 | 55,22 | 1 575 | 55,84 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 48 341 | −21,58 | 3 843 | −20,07 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 40 967 | −2,02 | 3 257 | −1,33 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17 093 | 3,76 | 1 359 | 4,46 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 54 887 | 3,15 | 4 363 | 3,88 | ||||
2025-08-12 | 13F | Archer Investment Corp | 41 | 0,00 | 3 | 0,00 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 387 676 | −1,75 | 30 820 | −1,05 | ||||
2025-05-05 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 22 842 | 18,86 | 1 816 | 19,64 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 35 394 | −1,67 | 2 814 | −0,99 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 5 813 | −13,66 | 462 | −12,99 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 15 030 | 1,38 | 1 195 | 2,05 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 63 367 | 0,69 | 5 038 | 1,39 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 160 044 | −6,73 | 92 224 | −6,07 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 532 006 | 1,26 | 42 294 | 1,98 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 32 370 | 0,83 | 2 573 | 1,54 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3 798 | 0,00 | 302 | 0,67 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 6 638 | 0,00 | 528 | 0,57 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 42 579 | 2,17 | 3 385 | 2,92 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 4 353 | −3,76 | 346 | −3,08 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 21 524 | 1 711 | ||||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 5 226 | −4,39 | 415 | −3,71 | ||||
2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 17 065 | −0,67 | 1 357 | 0,00 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 656 | −86,97 | 529 | −86,88 | ||||
2025-08-11 | 13F | Anb Bank | 8 795 | 5,77 | 699 | 6,55 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 2 | 0,00 | 0 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 13 751 | −2,03 | 1 093 | −1,35 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 3 033 | −9,35 | 241 | −8,71 | ||||
2025-07-25 | 13F | Van Strum & Towne Inc. | 175 549 | 0,17 | 13 956 | 0,89 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 2 928 | 0,00 | 233 | 0,43 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 020 | 0,59 | 81 | 1,25 | ||||
2025-07-31 | 13F | Japan Science & Technology Agency | 2 070 000 | −57,30 | 164 565 | −57,00 | ||||
2025-07-14 | 13F | Gridiron Partners, LLC | 10 775 | 0,00 | 857 | 0,71 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 4 073 | 23,39 | 324 | 24,23 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 386 611 | 2,22 | 30 736 | 2,95 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 76 | −18,28 | 6 | −14,29 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 7 732 | 0,30 | 615 | 0,99 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 14 744 | 52 557,14 | 1 172 | −1,26 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 216 338 | −0,50 | 17 199 | 0,20 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 18 190 | −1,62 | 1 | 0,00 | ||||
2025-07-15 | 13F | Kelly Financial Group Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | First National Trust Co | 232 221 | 2,75 | 18 462 | 3,48 | ||||
2025-08-11 | 13F | Sprott Inc. | 45 300 | 0,00 | 3 601 | 0,73 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 87 734 | 18,24 | 6 975 | 19,07 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 252 138 | 5,88 | 20 045 | 6,63 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 20 728 | −3,64 | 1 648 | −2,95 | ||||
2025-04-17 | 13F | Acropolis Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 164 675 | 0,36 | 13 092 | 1,07 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 27 923 | −2,36 | 2 220 | −1,68 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 5 377 | −3,57 | 427 | −2,95 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 1 449 | −5,29 | 115 | −4,17 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 15 052 | −7,36 | 1 197 | −6,71 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 854 927 | −0,40 | 67 967 | 0,31 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 48 025 | 2,92 | 3 818 | 3,64 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 108 577 | 16,03 | 8 632 | 16,84 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 10 287 | 21,52 | 818 | 22,31 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 19 263 | 11,35 | 1 531 | 12,16 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 4 682 | 0,11 | 372 | 0,81 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 17 448 | −1,65 | 1 387 | −0,93 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6 699 | 51,84 | 533 | 52,87 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 4 652 | −26,58 | 370 | −26,20 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 47 744 | 1,37 | 3 796 | 2,07 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1 779 | 0,00 | 141 | 0,71 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 26 902 | 4,30 | 2 139 | 5,01 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 44 150 | 0,00 | 3 510 | 0,69 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 65 573 | 213,03 | 5 176 | 216,77 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 2 842 | 226 | ||||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 38 453 | 55,60 | 3 057 | 56,77 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 25 950 | 1,53 | 2 063 | 2,28 | ||||
2025-05-15 | 13F | Toronto Dominion Bank | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 46 630 | −1,69 | 4 | 0,00 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 134 414 | 5,02 | 10 686 | 5,76 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 81 223 | 0,00 | 6 457 | 0,72 | ||||
2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 8 333 | 85,55 | 662 | 87,01 | ||||
2025-08-12 | 13F | Ade, Llc | 4 354 | 0,00 | 346 | 0,87 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 9 381 | 40,35 | 746 | 41,37 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 4 020 | 0,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 617 163 | −0,73 | 49 064 | −0,03 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 5 809 | 462 | ||||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 442 181 | 1,11 | 35 153 | 1,83 | ||||
2025-07-29 | 13F | Independence Asset Advisors, LLC | 13 881 | −74,84 | 1 100 | −74,67 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 49 318 | 5,37 | 3 921 | 6,12 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 39 996 | −28,17 | 3 180 | −27,67 | ||||
2025-04-21 | 13F | Hartford Financial Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 104 | 0,00 | 8 | 0,00 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 19 321 | 3,46 | 1 536 | 4,21 | ||||
2025-05-16 | 13F | Financial Strategies Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 241 092 | 0,82 | 19 167 | 1,53 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 49 254 | −1,24 | 3 916 | −0,53 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 5 218 | 1,07 | 415 | 1,72 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 13 444 | −8,24 | 1 069 | −7,61 | ||||
2025-07-24 | 13F | Court Place Advisors, LLC | 6 516 | 0,00 | 518 | 0,78 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 60 357 | 4 798 | ||||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 1 376 944 | 12,18 | 108 987 | 12,15 | ||||
2025-09-03 | 13F | Q3 Asset Management | 34 608 | 326,36 | 3 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 881 914 | 42,27 | 70 112 | 43,28 | ||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus Fund Class A | 13 602 | 0,00 | 1 081 | 0,75 | ||||
2025-07-31 | 13F | Ssa Swiss Advisors Ag | 41 746 | −0,11 | 3 312 | 0,39 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 5 840 | 3,66 | 464 | 4,50 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 384 416 | 14,89 | 30 561 | 15,71 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 539 | −6,91 | 43 | −6,67 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 24 777 | 12,12 | 1 970 | 12,90 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 12 518 | −3,66 | 995 | −2,93 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 12 331 | −0,05 | 980 | 0,72 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 875 | 0,00 | 70 | 0,00 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 369 000 | 8,10 | 29 336 | 8,87 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 7 291 | 3,02 | 577 | 4,35 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 316 | −13,79 | 2 569 | −13,18 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1 400 | 0,00 | 111 | 0,91 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 13 589 | −15,86 | 1 081 | −15,22 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10 818 | 5,22 | 860 | 6,04 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 5 995 | 0,22 | 474 | 0,85 | ||||
2025-07-22 | 13F | Strid Group, LLC | 2 788 | −23,87 | 222 | −23,53 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 78 524 | 1,23 | 6 243 | 1,94 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 415 230 | 4,62 | 33 011 | 5,36 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 113 718 | −7,79 | 9 041 | −7,14 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 110 081 | 7,67 | 8 751 | 8,44 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 13 520 | 1,80 | 1 | 0,00 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 88 688 | 3,71 | 7 021 | 4,00 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 5 491 | −17,70 | 437 | −17,11 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 74 165 | 16,40 | 5 896 | 17,24 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 38 110 | 3,89 | 3 030 | 4,63 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 540 | 0,00 | 43 | 0,00 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 6 578 | 16,01 | 521 | 16,82 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 599 518 | −4,10 | 47 662 | −3,42 | ||||
2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 216 020 | 10,08 | 17 085 | 10,38 | ||||
2025-05-12 | 13F | Pcg Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 75 001 | 0,00 | 5 963 | 0,71 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 12 714 | −7,54 | 1 011 | −6,91 | ||||
2025-07-30 | 13F | Denali Advisors Llc | 629 | −0,16 | 50 | 2,04 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 93 814 | 7 424 | ||||||
2025-08-07 | 13F | Strategy Asset Managers Llc | 3 904 | 0,00 | 310 | 0,65 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 190 526 | −1,36 | 15 040 | −0,18 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 55 611 | 0,14 | 4 421 | 0,87 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 450 | 0,00 | 36 | 0,00 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 31 411 | −11,23 | 2 494 | −10,74 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 2 817 | 0,93 | 224 | 1,36 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 1 219 | 143,80 | 97 | 146,15 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 219 101 | 82,83 | 17 | 88,89 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 113 109 | 1,80 | 8 992 | 2,53 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 43 896 | 3 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 14 | 1 | ||||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 119 252 | 231,14 | 9 481 | 231,47 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 48 165 | 321,17 | 3 829 | 324,50 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1 285 | −3,75 | 102 | −2,86 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 146 340 | −7,06 | 11 634 | −6,40 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3 298 808 | 1,89 | 262 255 | 2,61 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 4 590 | −5,63 | 365 | −4,96 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 325 | −36,44 | 185 | −35,89 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4 254 070 | 100,03 | 338 199 | 101,45 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 203 017 | −3,23 | 16 140 | −2,55 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 24 762 | −1,76 | 1 969 | −1,06 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 480 733 | 1 490,57 | 38 213 | 1 503,57 | ||||
2025-07-18 | 13F | Loudon Investment Management, LLC | 12 093 | −0,68 | 961 | 0,00 | ||||
2025-08-12 | 13F | Wulff, Hansen & Co. | 15 200 | −3,65 | 1 208 | −2,97 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 12 560 | 0,00 | 999 | 0,71 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 6 141 | 6,04 | 488 | 6,78 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 4 | 0,00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 554 | −1,96 | 283 | −1,40 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 276 408 | 35,94 | 21 974 | 36,90 | ||||
2025-08-11 | 13F | Tidemark, LLC | 226 | 0,00 | 18 | 0,00 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 931 | 0,00 | 74 | 1,37 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 11 609 | 41,76 | 923 | 42,72 | ||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 13 399 | 0,00 | 1 065 | 0,76 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4 029 | −21,90 | 320 | −21,38 | ||||
2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 268 339 | 3,46 | 21 223 | 3,73 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 475 | 38 | ||||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 6 184 | 0,00 | 492 | 0,61 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 101 656 | 5,28 | 8 082 | 6,02 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 175 069 | 1,11 | 13 918 | 1,82 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 4 002 | 7,44 | 318 | 8,16 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 46 520 | 0,50 | 3 698 | 1,20 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Midwest Trust Co | 17 629 | 1 402 | ||||||
2025-07-09 | 13F | Berkshire Bank | 5 596 | −3,02 | 445 | −2,42 | ||||
2025-08-06 | 13F | Eukles Asset Management | 43 547 | −1,07 | 3 462 | −0,35 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 9 014 | 239,64 | 717 | 242,58 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 10 201 | 0,76 | 811 | 1,38 | ||||
2025-08-07 | 13F | PFG Advisors | 7 095 | 27,24 | 564 | 28,18 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 160 909 | 0,73 | 12 792 | 1,45 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 311 | 0,00 | 25 | 0,00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3 270 | −76,97 | 260 | −76,87 | ||||
2025-07-23 | 13F | DMG Group, LLC | 3 757 | 299 | ||||||
2025-08-11 | 13F | Lighthouse Financial LLC | 126 737 | 9,22 | 10 076 | 9,99 | ||||
2025-07-25 | 13F | Cwm, Llc | 565 410 | −0,54 | 45 | 0,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 251 623 | −2,15 | 20 004 | −1,46 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 6 321 | 0,32 | 503 | 1,01 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 5 292 | −1,85 | 421 | −1,18 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 42 997 | −40,26 | 3 418 | −39,83 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 99 849 | −16,68 | 7 938 | −16,10 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 75 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 350 | −15,78 | 346 | −15,44 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 5 767 | 458 | ||||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 9 916 | −15,14 | 788 | −14,53 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 9 902 | 787 | ||||||
2025-07-30 | 13F | Probity Advisors, Inc. | 2 676 | −37,75 | 213 | −37,46 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 4 074 | 0,00 | 324 | 0,62 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 23 827 | 0,03 | 1 894 | 0,74 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 175 | −68,35 | 14 | −69,77 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 45 511 | 3,03 | 3 618 | 3,76 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 4 204 | 0,98 | 332 | 2,15 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 18 635 | 0,00 | 1 481 | 0,68 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 160 550 | 3,98 | 12 764 | 4,72 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 319 986 | −9,56 | 25 439 | −8,93 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 2 418 | −93,57 | 690 | −76,77 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 67 777 | −6,09 | 5 388 | −5,42 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 26 304 | 47,51 | 2 091 | 48,61 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 6 615 | 2,96 | 526 | 3,55 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 127 145 | 4 159,46 | 10 108 | 4 201,28 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 742 293 | 1,88 | 59 012 | 2,60 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 18 417 | −1,97 | 1 464 | −1,28 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 594 | −66,36 | 365 | −66,14 | ||||
2025-08-14 | 13F | State Of Wisconsin Investment Board | 324 000 | 0,00 | 25 758 | 0,71 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 152 433 | −19,99 | 12 118 | −19,43 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 28 398 | −4,63 | 2 258 | −3,96 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 300 | −41,97 | 24 | −42,50 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 4 743 | −10,41 | 377 | −9,59 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 108 | 9 | ||||||
2025-05-02 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 28 971 | 1,79 | 2 303 | 2,49 | ||||
2025-05-15 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 2 500 | 199 | ||||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 38 183 | 0,00 | 3 014 | 1,21 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 8 | 0,00 | 1 | |||||
2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 469 450 | 6,35 | 37 129 | 6,63 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6 039 | 2,46 | 480 | 3,23 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 18 193 | −7,21 | 1 446 | −6,53 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 151 866 | 27,24 | 12 073 | 28,49 | ||||
2025-08-11 | 13F | Citigroup Inc | 104 035 | 5,29 | 8 271 | 6,04 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 22 560 | −0,78 | 1 794 | −0,06 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 18 894 | 0,00 | 1 502 | 0,74 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 79 816 | −0,44 | 6 345 | 0,27 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 117 217 | −0,55 | 9 319 | 0,15 | ||||
2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 3 680 | −10,53 | 293 | −8,75 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 534 | 0,00 | 42 | 0,00 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13 744 | 8,26 | 1 093 | 8,98 | ||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 2 581 | 0,08 | 205 | 0,99 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Wilkins Investment Counsel Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Renaissance Technologies Llc | 793 300 | −38,31 | 63 067 | −37,87 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 495 | −6,97 | 0 | |||||
2025-08-13 | 13F | Silphium Asset Management Ltd | 38 000 | 3 021 | ||||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 153 018 | −2,00 | 12 165 | −1,31 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 891 338 | 5,12 | 70 362 | 6,38 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 5 963 | −0,20 | 474 | 0,64 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 206 180 | 2,67 | 16 | −99,90 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 11 311 | 1,21 | 899 | 1,93 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 25 100 | 71,21 | 1 995 | 72,43 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 22 853 | 0,01 | 1 817 | 0,72 | ||||
2025-07-29 | 13F | Sims Investment Management, Llc | 27 486 | −1,77 | 2 185 | −1,04 | ||||
2025-08-14 | 13F | Hara Capital LLC | 15 | 0,00 | 1 | 0,00 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 133 161 | 2,94 | 10 586 | 3,67 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 284 791 | −2,72 | 22 641 | −2,03 | ||||
2025-08-29 | NP | SHIEX - Catalyst/Exceed Defined Shield Fund Class A | 81 223 | 0,00 | 6 457 | 0,72 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 91 323 | −10,62 | 7 260 | −9,98 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 53 177 | 19,27 | 4 228 | 20,12 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 403 499 | −0,65 | 32 078 | 0,06 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 14 335 | −19,30 | 1 135 | −18,05 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 095 | 19,04 | 246 | 20,00 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 856 | 0,12 | ||||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 578 944 | 1,83 | 46 026 | 2,56 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 103 791 | −1,31 | 8 251 | −0,61 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 26 882 | 5,21 | 2 137 | 6,00 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 2 600 | 0,00 | 207 | 0,49 | ||||
2025-07-09 | 13F | Navigation Wealth Management, Inc. | 2 834 | 225 | ||||||
2025-08-11 | 13F | Independent Advisor Alliance | 25 087 | −4,16 | 1 994 | −3,48 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 609 071 | 5,26 | 48 421 | 6,01 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A | 5 491 | −13,40 | 437 | −12,80 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8 364 | 19,28 | 665 | 20,07 | ||||
2025-08-14 | 13F | Kintayl Capital LP | 3 029 | 0,00 | 241 | 0,42 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 60 487 | 6,13 | 4 809 | 6,89 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 23 686 | 2,38 | 1 883 | 3,12 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 9 974 | 8,67 | 793 | 9,39 | ||||
2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 13 710 | 0,00 | 1 086 | 0,93 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 20 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 5 154 | −6,09 | 410 | −5,54 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 13 240 | 0,00 | 1 050 | 0,48 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 7 551 | 0,08 | 600 | 0,84 | ||||
2025-07-25 | 13F | CV Advisors LLC | 5 267 | −26,51 | 417 | −25,93 | ||||
2025-08-11 | 13F | Seizert Capital Partners, Llc | 5 658 | 1,11 | 450 | 1,81 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 106 440 | −6,74 | 8 402 | −5,63 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 7 655 | −4,56 | 609 | −3,95 | ||||
2025-07-18 | 13F | Cooper Financial Group | 11 700 | −10,25 | 930 | −9,62 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 12 894 | −62,09 | 1 025 | −61,81 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 89 445 | 1,64 | 7 | 16,67 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 33 487 | 16,19 | 3 | 0,00 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 9 430 | 0,00 | 750 | 0,67 | ||||
2025-08-14 | 13F | Graney & King, LLC | 677 | 0,00 | 54 | 0,00 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 802 | 3,48 | 64 | 3,28 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 5 631 | 1,59 | 448 | 2,29 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 86 061 | 6 842 | ||||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 381 603 | −4,63 | 30 337 | −3,95 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 130 540 | 1,89 | 10 378 | 2,61 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 14 649 | 0,00 | 1 165 | 0,69 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 6 059 | −8,69 | 482 | −8,03 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 70 060 | −5,34 | 5 570 | −4,67 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 8 092 | −38,69 | 643 | −38,23 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 7 178 | −29,18 | 571 | −28,75 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 11 977 | −2,07 | 952 | −1,35 | ||||
2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 414 | 33 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 165 468 | −0,88 | 13 155 | −0,18 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 258 667 | 4,07 | 20 564 | 4,81 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 4 468 | −63,79 | 354 | −63,53 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 120 521 | −51,95 | 10 | −52,63 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3 895 | −11,07 | 310 | −10,43 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 16 386 | −30,17 | 1 303 | −29,70 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 700 | 0,00 | 56 | 0,00 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 22 574 | 0,56 | 1 795 | 1,24 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 58 055 | −2,19 | 4 615 | −1,49 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 163 159 | 235,99 | 12 971 | 238,40 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 2 753 | 0,00 | 219 | 0,46 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 45 | 0,00 | 4 | 0,00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 978 415 | 20,36 | 77 784 | 21,21 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 29 267 | −0,47 | 2 327 | 0,22 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 3 244 | −64,27 | 258 | −64,11 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 5 520 | −2,30 | 439 | −1,79 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 31 731 | 3,74 | 2 523 | 4,47 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 5 311 | 25,41 | 422 | 26,35 | ||||
2025-08-26 | NP | TFPN - Blueprint Chesapeake Multi-Asset Trend ETF | 28 730 | 0,00 | 2 284 | 0,75 | ||||
2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 112 143 | −2,11 | 8 869 | −1,85 | ||||
2025-07-09 | 13F | LifePlan Financial, LLC | 13 060 | 1,67 | 1 038 | 2,47 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 909 | 18,20 | 311 | 18,77 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3 882 | −0,87 | 309 | −0,32 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 4 725 | 5,00 | 376 | 5,63 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 366 743 | 29 156 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 1 536 059 | −2,94 | 122 117 | −2,25 | ||||
2025-07-07 | 13F | Investors Research Corp | 2 880 | 0,00 | 229 | 0,44 | ||||
2025-07-29 | 13F | Regions Financial Corp | 29 155 | 2,58 | 2 318 | 3,30 | ||||
2025-08-11 | 13F | North Forty Two & Co. | 28 861 | 3,61 | 2 294 | 4,37 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 10 801 | 0,07 | 859 | 0,70 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 410 405 | −35,72 | 32 627 | −35,26 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 7 617 | 1,09 | 606 | 1,85 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 3 632 | 0,00 | 289 | 0,70 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 8 584 | 0,00 | 682 | 0,74 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 3 827 | −10,37 | 304 | −9,79 | ||||
2025-08-12 | 13F | Cumberland Partners Ltd | 24 800 | −23,22 | 1 972 | −22,68 | ||||
2025-08-14 | 13F | Sentinus, LLC | 6 190 | 36,83 | 492 | 37,82 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 9 517 | 757 | ||||||
2025-07-30 | NP | WTBN - WisdomTree Bianco Total Return Fund | 72 168 | 423,98 | 5 708 | 426,96 | ||||
2025-08-28 | NP | BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares | Short | −1 800 000 | −451,22 | −1 134 | −102,94 | |||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 2 806 | −0,04 | 223 | 0,90 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 93 | −3,12 | 7 | 0,00 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 18 761 | −0,93 | 1 492 | −0,20 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 700 | 2,90 | 215 | 3,38 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 7 250 | 1,83 | 576 | 2,49 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 5 017 | 1,05 | 399 | 1,79 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 125 307 | −20,22 | 10 | −25,00 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32 494 | −1,34 | 2 583 | −0,65 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 8 175 | −0,87 | 650 | −0,15 | ||||
2025-05-02 | 13F | Litman Gregory Asset Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 164 563 | 6,02 | 13 083 | 6,77 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 83 944 | −15,26 | 6 674 | −14,66 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 41 703 | −12,33 | 3 | 0,00 | ||||
2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 302 407 | 3,25 | 23 917 | 3,52 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 142 | 0,00 | 11 | 0,00 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 73 583 | 5,20 | 5 850 | 5,94 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 6 | 0,00 | 0 | |||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 366 225 | −0,79 | 29 115 | −0,09 | ||||
2025-07-23 | 13F | WestEnd Advisors, LLC | 1 235 020 | −9,13 | 98 185 | −8,48 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 962 | 0,00 | 76 | 1,33 | ||||
2025-08-13 | 13F | Northern Trust Corp | 14 220 | −34,81 | 1 130 | −34,34 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 766 139 | 5,30 | 60 908 | 6,05 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 21 930 | 24,31 | 2 | 0,00 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 3 953 | −32,59 | 314 | −32,03 | ||||
2025-07-15 | 13F | Bfsg, Llc | 14 275 | 8,14 | 1 135 | 8,93 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 79 | 1,28 | 6 | 0,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 3 355 | −75,35 | 267 | −75,23 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3 402 154 | 4,19 | 270 471 | 4,93 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 86 | −1,15 | 7 | 0,00 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 88 381 | −3,94 | 7 026 | 100 271,43 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 64 075 | 5 094 | ||||||
2025-07-31 | 13F | Mason & Associates Inc | 187 991 | −8,99 | 14 945 | −8,34 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 18 001 | 202,33 | 1 431 | 204,47 | ||||
2025-08-04 | 13F | Canton Hathaway, LLC | 700 | 0,00 | 0 | |||||
2025-08-06 | 13F | Middleton & Co Inc/ma | 68 941 | −5,70 | 5 481 | −5,03 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 51 823 | 51,12 | 4 115 | 51,98 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 4 864 | −1,26 | 387 | −0,52 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 37 969 | 3,65 | 3 | 50,00 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 21 175 | 1,56 | 1 683 | 2,31 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 62 837 | −2,50 | 4 996 | −1,81 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 644 | −7,09 | 608 | −6,47 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 12 542 | −28,49 | 993 | −28,12 | ||||
2025-07-14 | 13F | Harrington Investments, INC | 3 000 | 0,00 | 238 | 0,85 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 13 917 | 7,81 | 1 106 | 8,54 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 127 722 | −5,52 | 10 154 | −4,85 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 23 237 | 1,62 | 1 847 | 2,33 | ||||
2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Anchor Capital Advisors Llc | 79 805 | −5,89 | 6 344 | −5,23 | ||||
2025-07-29 | 13F | Tide Cove Capital Partners LLC | 76 396 | 2,33 | 6 057 | 2,78 | ||||
2025-07-28 | 13F | J.Safra Asset Management Corp | 31 820 | 2,06 | 2 527 | 2,64 | ||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Shelter Mutual Insurance Co | 11 762 | 0,00 | 935 | 0,75 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 6 781 | −5,31 | 539 | −4,77 | ||||
2025-04-28 | 13F | Financial Advocates Investment Management | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 5 723 | 64,60 | 455 | 66,06 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 18 536 | 0,00 | 1 474 | 0,68 | ||||
2025-07-09 | 13F | Beacon Financial Group | 3 549 | 0,00 | 282 | 0,71 | ||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 200 000 | 15 900 | ||||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 396 114 | 9,49 | 31 480 | 10,23 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 197 257 | 1,32 | 15 587 | 1,70 | ||||
2025-08-14 | 13F | Mariner, LLC | 720 494 | 3,91 | 57 279 | 4,65 | ||||
2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 2 807 | 223 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 3 053 | 16,93 | 243 | 17,48 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 159 | 13 | ||||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 5 786 | 3,49 | 460 | 4,08 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 22 549 | −6,19 | 1 793 | −5,54 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 73 751 | 3,36 | 5 863 | 4,10 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 9 944 | −14,70 | 791 | −14,13 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 3 750 | 28,78 | 298 | 29,13 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 6 412 | 0,00 | 510 | 0,59 | ||||
2025-05-14 | 13F | TD Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 97 711 | 4,48 | 7 768 | 5,23 | ||||
2025-08-05 | 13F | iA Global Asset Management Inc. | 1 004 225 | −31,42 | 80 | −31,30 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 16 899 | −32,98 | 1 344 | −32,34 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 37 324 | 62,79 | 2 953 | 65,34 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 20 282 | 12,06 | 1 612 | 12,89 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 34 426 | 7,50 | 2 737 | 8,27 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 442 989 | 28,09 | 35 216 | 29,03 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 100 102 | −21,59 | 7 958 | −21,03 | ||||
2025-07-17 | 13F | Uncommon Cents Investing LLC | 6 345 | 0,00 | 504 | 0,80 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 2 945 | −5,37 | 234 | −4,90 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 25 111 | 0,71 | 1 982 | 1,90 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 36 160 | −16,93 | 2 875 | −16,36 | ||||
2025-08-13 | 13F | Cliffwater LLC | 96 812 | −2,63 | 7 697 | −1,94 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | David Kennon Inc | 3 201 | 4,47 | 255 | 5,39 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 6 847 | 9,71 | 1 | |||||
2025-08-06 | 13F | Aspetuck Financial Management LLC | 4 600 | −10,68 | 366 | −10,10 | ||||
2025-08-06 | 13F | Climber Capital SA | 97 505 | 7,48 | 5 988 | 25,96 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 18 656 | 13,37 | 1 483 | 14,16 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 8 845 | 8,59 | 1 | |||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 85 502 | 3,06 | 6 797 | 3,80 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 112 006 | 0,07 | 8 904 | 0,78 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 35 553 | 4,85 | 2 826 | 5,61 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 7 924 | −4,30 | 1 | |||||
2025-08-14 | 13F | Essential Planning, LLC. | 7 820 | −5,43 | 622 | −4,75 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 5 181 | 22,80 | 0 | |||||
2025-07-30 | 13F | First Interstate Bank | 10 946 | 0,00 | 870 | 0,69 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 297 | −99,39 | 76 | −99,54 | ||||
2025-08-13 | 13F | Botty Investors LLC | 7 700 | 0,00 | 612 | 0,82 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 14 462 | 1 150 | ||||||
2025-07-14 | 13F | Abound Wealth Management | 1 027 | 82 | ||||||
2025-07-24 | 13F | PDS Planning, Inc | 16 711 | −7,51 | 1 329 | −6,87 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 44 705 | 5,10 | 3 554 | 5,87 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 11 422 | 908 | ||||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 34 366 | −15,69 | 2 732 | −15,08 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 620 054 | −0,38 | 49 294 | 0,32 | ||||
2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Hartland & Co., LLC | 12 927 | 9,30 | 1 028 | 10,08 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 5 632 | 3,87 | 448 | 4,44 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 158 806 | 7,81 | 12 625 | 8,57 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 479 139 | 0,03 | 38 092 | 0,74 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 64 918 | 143,18 | 5 161 | 144,90 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 4 398 | 350 | ||||||
2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 2 552 | 203 | ||||||
2025-06-12 | 13F | Sheets Smith Investment Management | 137 099 | 1,52 | 10 823 | 2,73 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 22 078 | 36,51 | 1 747 | 38,57 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 10 400 | 0,00 | 827 | 0,73 | ||||
2025-08-14 | 13F/A | Barclays Plc | 18 761 | 0,00 | 1 | 0,00 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 839 231 | 6,58 | 66 719 | 7,34 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 62 127 | −3,48 | 4 939 | −2,79 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 213 099 | −7,32 | 16 920 | −6,78 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 3 019 | 240 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A | 8 044 | −5,85 | 639 | −5,19 | ||||
2025-07-15 | 13F | Cordant, Inc. | 177 034 | 0,53 | 14 074 | 1,25 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | NP | ULTRA SERIES FUND - Conservative Allocation Fund Class I | 12 393 | 0,00 | 985 | 0,72 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 210 | −12,83 | 971 | −12,22 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 174 | 185,25 | 14 | 225,00 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 6 810 | 3,43 | 541 | 4,24 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4 907 | 10,97 | 390 | 11,75 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 53 957 | −3,34 | 4 290 | −2,66 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 5 369 | 427 | ||||||
2025-07-29 | 13F | Novare Capital Management Llc | 57 282 | 0,28 | 4 554 | 0,98 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 613 194 | −2,17 | 48 749 | −1,47 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 3 533 | −1,72 | 281 | −1,06 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 104 092 | −47,88 | 8 | −46,67 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 104 | 0,00 | 8 | 0,00 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 43 596 | −6,66 | 3 466 | −6,02 | ||||
2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 202 264 | 0,00 | 15 967 | 0,00 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 3 385 | 8,08 | 269 | 8,91 | ||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 5 897 | −2,77 | 469 | −2,09 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 5 050 | −8,38 | 401 | −7,82 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 1 150 | 0,00 | 91 | 1,11 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 431 091 | 4,65 | 34 272 | 5,39 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10 706 | 46,60 | 851 | 47,74 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 26 305 | −0,44 | 2 091 | 0,29 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 363 | 7,08 | 29 | 7,69 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 40 461 | 86,88 | 3 217 | 88,18 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 17 394 | 1 383 | ||||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 14 401 | 0,00 | 1 | 0,00 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 12 | 0,00 | 1 | |||||
2025-08-13 | 13F | Invesco Ltd. | 63 485 | −0,93 | 5 047 | −0,22 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 15 | 1 | ||||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 275 339 | 0,70 | 21 777 | 0,96 | ||||
2025-08-14 | 13F | First Manhattan Co | 6 652 | 529 | ||||||
2025-08-06 | 13F | Aspect Partners, LLC | 248 | 20 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 118 111 | −10,99 | 9 390 | −10,37 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 12 626 | −1,87 | 1 004 | −1,18 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 168 096 | −44,05 | 13 357 | −43,69 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 172 205 | 28,88 | 13 690 | 31,34 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 22 300 | 1 773 | ||||||
2025-08-14 | 13F | Fmr Llc | 14 314 | 55,93 | 1 138 | 57,04 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 17 657 | 1 404 | ||||||
2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 527 252 | 7,31 | 41 700 | 7,60 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 134 020 | 2,26 | 10 655 | 2,98 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 16 235 | 0,91 | 1 291 | 1,57 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 1 096 486 | 0,77 | 87 171 | 1,49 | ||||
2025-08-14 | 13F | Bakala Capital Management LLC | 19 475 | −5,13 | 1 548 | −4,44 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 205 032 | 16 300 | ||||||
2025-07-24 | 13F | Brucke Financial, Inc. | 33 843 | 7,20 | 2 690 | 7,64 | ||||
2025-08-14 | 13F | Nepc Llc | 5 049 050 | 3,78 | 401 399 | 4,52 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 6 955 | 0,00 | 553 | 0,55 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 59 155 | 3,30 | 4 703 | 4,03 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 2 375 | 189 | ||||||
2025-08-15 | 13F | Orcam Financial Group | 9 239 | −0,70 | 734 | 0,00 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 43 295 | 0,07 | 3 442 | 0,76 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 36 983 | −23,69 | 2 940 | −23,14 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7 360 | 0,00 | 585 | 0,69 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 52 632 | 4,76 | 4 184 | 5,52 | ||||
2025-07-29 | 13F | Creekside Partners | 15 333 | 9,92 | 1 219 | 10,63 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 331 948 | 1,55 | 26 390 | 2,27 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 866 620 | −3,07 | 68 897 | −2,38 | ||||
2025-08-06 | 13F | Nvwm, Llc | 2 439 | 0,00 | 194 | 0,52 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 5 528 | 2,88 | 439 | 3,54 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 130 250 | 8,40 | 10 355 | 9,16 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 756 667 | 3,32 | 60 155 | 4,05 | ||||
2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 92 355 | −9,78 | 7 342 | −9,13 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 333 730 | −0,33 | 26 532 | 0,37 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 31 039 | 2 451 | ||||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 543 148 | 3,66 | 43 180 | 4,40 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-04-28 | 13F | Buffington Mohr McNeal | 3 985 | −22,41 | 315 | −21,50 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 42 093 | 41,98 | 3 346 | 42,99 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 47 300 | 0,00 | 3 760 | 0,72 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 51 750 | 0,00 | 4 114 | 0,71 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 215 033 | −31,20 | 17 095 | −30,71 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 100 171 | 5,27 | 7 964 | 6,02 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 3 346 | −4,02 | 266 | −3,27 | ||||
2025-04-29 | 13F | Hm Payson & Co | 49 576 | 0,00 | 3 914 | 1,19 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 9 078 | 0,00 | 722 | 0,70 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 623 094 | 4,95 | 49 536 | 5,69 | ||||
2025-08-26 | 13F | Claris Financial LLC | 6 706 | −33,52 | 533 | −32,19 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 320 165 | −9,34 | 25 453 | −8,69 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 33 464 | 4,79 | 2 660 | 5,56 | ||||
2025-07-31 | 13F | DDD Partners, LLC | 77 043 | −2,75 | 6 125 | −2,06 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 23 351 | −4,32 | 1 856 | −3,63 | ||||
2025-08-11 | 13F | Factorial Partners, Llc | 3 600 | −87,23 | 286 | −87,15 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 11 979 | 0,39 | ||||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 35 474 | 3,43 | 2 820 | 4,17 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 2 367 109 | 3,95 | 188 185 | 4,69 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 33 894 | 4,95 | 3 | 0,00 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 3 917 | −24,28 | 311 | −23,77 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 14 851 | −0,73 | 1 181 | −0,34 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26 823 | −1,15 | 2 132 | −0,47 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 105 302 | −0,97 | 8 372 | −0,26 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10 803 | 0,00 | 859 | 0,70 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 15 124 | −3,48 | 1 202 | −2,75 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 8 412 | 20,84 | 669 | 21,68 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 125 | 0,00 | 89 | 1,14 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 650 | 52 | ||||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 57 982 | 51,29 | 4 610 | 52,36 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 18 506 | −15,37 | 1 471 | −14,77 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 35 817 | 4,19 | 2 847 | 4,94 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 3 075 | 0,42 | 244 | 1,24 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 109 117 | 0,45 | 8 675 | 1,17 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 217 701 | 1,81 | 17 307 | 2,53 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 68 | 1,49 | 5 | 0,00 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 8 377 | 9,10 | 666 | 9,74 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 12 740 | −3,93 | 1 013 | −3,25 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 949 055 | −2,41 | 75 450 | −1,72 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 60 614 | 0,67 | 4 819 | 1,37 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 344 229 | 16,67 | 27 366 | 17,59 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 236 | 1,29 | 19 | 0,00 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 18 720 | 1 488 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 48 | 0,00 | 4 | 0,00 | ||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 252 409 | 2,81 | 20 067 | 3,54 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 55 534 | 44,27 | 4 415 | 45,29 | ||||
2025-07-31 | 13F | United Community Bank | 2 319 | −2,28 | 184 | −1,60 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 354 704 | 27,17 | 28 199 | 28,07 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 3 116 | 0,00 | 248 | 0,82 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 109 293 | 9,87 | 8 689 | 10,65 | ||||
2025-04-14 | 13F | Umb Bank N A/mo | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 115 358 | 10,84 | 9 171 | 11,63 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 22 310 | 120,45 | 1 769 | 121,55 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 19 390 | 1,70 | 1 542 | 2,46 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 998 636 | −0,90 | 79 392 | −0,20 | ||||
2025-04-28 | 13F | Horizon Financial Services, Llc | 0 | 0 | ||||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 2 993 | −4,47 | 238 | −4,05 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 115 247 | −2,54 | 9 162 | −1,84 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 12 983 | 0,00 | 1 032 | 0,78 | ||||
2025-07-23 | 13F | Axos Invest Inc. | 41 021 | −2,78 | 3 261 | −2,07 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 69 706 | 5 542 | ||||||
2025-07-21 | 13F | Warner Financial, Inc | 2 518 | 0 | ||||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 3 949 | −5,98 | 313 | −4,86 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 2 979 | 11,20 | 237 | 11,85 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 63 077 | −7,17 | 5 015 | −6,52 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 9 056 | 7,67 | 720 | 8,45 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 21 976 | −0,75 | 2 | 0,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 055 | 1,57 | 1 038 | 2,27 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 63 465 | 0,01 | 5 045 | 0,72 | ||||
2025-08-12 | 13F | GDS Wealth Management | 11 202 | −39,56 | 891 | −39,17 | ||||
2025-08-12 | 13F | Bowie Capital Management, LLC | 21 000 | 0,00 | 1 670 | 0,72 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 17 257 907 | −10,69 | 1 372 004 | −10,05 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 76 704 | −3,07 | 6 098 | −2,39 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 13 846 | −1,68 | 1 101 | −0,99 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 157 203 | 3,27 | 12 498 | 4,00 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 6 191 | 84,75 | 492 | 86,36 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 101 764 | 12,69 | 8 090 | 13,50 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 25 391 | −15,35 | 2 019 | −14,74 | ||||
2025-08-12 | 13F | Barings Llc | 5 108 527 | 0,00 | 406 128 | 0,71 | ||||
2025-07-21 | 13F | Whelan Financial | 208 414 | 0,35 | 16 569 | 1,06 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 7 724 724 | −1,84 | 614 050 | −1,15 | ||||
2025-08-14 | 13F | Legacy Advisory Services, LLC | 7 378 | 0,99 | 587 | 1,74 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 14 | 0,00 | 1 | 0,00 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-15 | 13F | Capstone Capital Wealth Advisors | 138 207 | 9,76 | 10 987 | 10,54 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 48 286 | 7,91 | 3 812 | 9,20 | ||||
2025-08-14 | 13F | Hilton Capital Management, LLC | 954 911 | 1,80 | 75 915 | 2,52 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 786 208 | 1,50 | 63 | 1,64 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 4 848 | −38,36 | 385 | −37,90 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 1 075 599 | −1,62 | 85 510 | −0,92 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 5 634 145 | 1,01 | 447 916 | 1,73 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 7 613 | −1,49 | 605 | −0,82 | ||||
2025-08-04 | 13F | Spire Wealth Management | 25 775 | −4,25 | 2 049 | −3,58 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 12 540 | 0,00 | 997 | 0,71 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 15 482 | 1 231 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 009 | −0,10 | 80 | 1,27 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 285 099 | 1,62 | 22 327 | 0,78 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 16 672 | −3,79 | 1 319 | −3,58 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 250 068 | −0,94 | 19 880 | −0,24 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 34 586 | 91,23 | 2 750 | 92,64 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 3 212 | 255 | ||||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5 973 | −17,48 | 475 | −16,99 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 37 238 | −14,81 | 2 952 | −14,43 | ||||
2025-07-25 | 13F | Lawson Kroeker Investment Management Inc/ne | 7 333 | 583 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 2 604 087 | 3,27 | 207 025 | 4,01 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 4 777 | 1,36 | 380 | 1,88 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 2 531 | −0,59 | 201 | 0,50 | ||||
2025-05-08 | 13F | Hopwood Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Caldwell Securities, Inc | 1 348 | 0,00 | 107 | 0,94 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 550 | 0,36 | 44 | 0,00 | ||||
2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Summit Global Investments | 13 425 | 0,02 | 1 | 0,00 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 8 286 | 48,52 | 659 | 49,55 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57 368 | −36,31 | 4 551 | −36,01 | ||||
2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Busey Wealth Management | 836 071 | 6,13 | 66 468 | 6,88 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 5 961 | 0,00 | 474 | 0,64 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 2 862 | −46,09 | 228 | −45,82 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 1 904 | −20,80 | 151 | −20,11 | ||||
2025-08-28 | NP | MFUL - Mindful Conservative ETF | 13 858 | −57,93 | 1 102 | −55,82 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 12 154 | 2,75 | 966 | 3,54 | ||||
2025-08-04 | 13F | Atria Investments Llc | 95 162 | −1,18 | 7 565 | −0,47 | ||||
2025-08-08 | 13F | Condor Capital Management | 130 618 | 1,05 | 10 384 | 1,76 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 2 667 | −8,63 | 212 | −7,83 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 3 082 | −0,87 | 245 | 0,00 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 300 250 | −4,22 | 23 870 | −3,54 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 5 245 | −0,06 | 417 | 0,48 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 34 124 | −1,13 | 2 713 | −0,44 | ||||
2025-04-11 | 13F | Davis Capital Management | 31 | −32,61 | 2 | −33,33 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 5 386 | −0,02 | 428 | 0,71 | ||||
2025-05-09 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | St Germain D J Co Inc | 3 372 | 245,14 | 268 | 248,05 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 47 796 | 11,49 | 3 800 | 12,26 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 21 187 | 0,47 | 1 684 | 1,20 | ||||
2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 19 270 | 0,00 | 1 524 | 0,26 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5 269 | 2,43 | 419 | 2,96 | ||||
2025-07-21 | 13F | Family CFO Inc | 2 134 | −4,69 | 170 | −3,98 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 5 233 | 25,22 | 416 | 26,44 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4 410 956 | 62,04 | 350 671 | 63,19 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 2 540 | 202 | ||||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 5 915 | 0,00 | 470 | |||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 13 982 | 3,27 | 1 112 | 4,03 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 32 998 | 2,21 | 2 623 | 2,94 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 27 897 | 32,77 | 2 213 | 33,41 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 5 052 | −14,94 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 5 379 | 5,00 | 428 | 5,69 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 3 909 | 311 | ||||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 29 862 | −44,98 | 2 374 | −44,58 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 3 814 | −6,43 | 303 | −5,61 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 4 879 | 0,04 | 388 | 0,52 | ||||
2025-08-14 | 13F | Headinvest, Llc | 38 862 | −34,94 | 3 090 | −34,47 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 12 320 | −0,12 | 979 | 0,62 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 5 737 | −38,83 | 456 | −38,38 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 134 | 0,00 | 11 | 0,00 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 2 920 | −11,70 | 232 | −11,11 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 42 898 | −24,57 | 3 410 | −24,04 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Income ETF | 7 575 | −11,56 | 600 | −10,86 | ||||
2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 400 | −12,09 | 32 | −11,43 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1 442 | −3,48 | 115 | −2,56 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 1 163 345 | 2,22 | 92 486 | 2,95 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 151 370 | −22,58 | 12 034 | −22,04 | ||||
2025-08-13 | 13F | International City Management Association Retirement Corp | 181 600 | 0,00 | 14 437 | 0,71 | ||||
2025-08-01 | 13F | Motco | 1 516 | −4,05 | 120 | −3,23 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 3 492 | −0,80 | 278 | 0,00 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 2 663 | 0,08 | 212 | 0,48 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 18 | 0,00 | 1 | 0,00 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 71 821 | −6,61 | 5 710 | −5,95 | ||||
2025-08-14 | 13F | FC Advisory LLC | 8 717 | 0,74 | 693 | 1,32 | ||||
2025-08-07 | 13F | Commerce Bank | 5 170 | −1,62 | 411 | −0,72 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 3 840 | −9,46 | 0 | |||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 48 365 | 9,91 | 4 | 0,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 387 411 | −2,53 | 30 799 | −1,84 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 3 894 | −70,60 | 310 | −70,43 | ||||
2025-08-14 | 13F | UBS Group AG | 5 271 405 | −2,46 | 419 077 | −1,77 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 187 | 1,08 | 15 | 0,00 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 611 | 0,00 | 49 | 0,00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 30 523 | −10,23 | 2 427 | −9,61 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 13 972 | −1,33 | 1 111 | −0,63 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 48 239 | 10,75 | 3 835 | 11,52 | ||||
2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 16 028 | 18,45 | 1 274 | 21,80 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 458 | −0,43 | 36 | 0,00 |