Grundläggande statistik
| Institutionella ägare | 2655 total, 2650 long only, 0 short only, 5 long/short - change of 3,06% MRQ |
| Genomsnittlig portföljallokering | 1.8806 % - change of 2,67% MRQ |
| Institutionella aktier (lång) | 2 293 655 035 (ex 13D/G) - change of 72,01MM shares 3,24% MRQ |
| Institutionellt värde (lång) | $ 115 945 550 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) har 2655 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 2,293,655,035 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Betterment LLC, Creative Planning, Envestnet Asset Management Inc, Morgan Stanley, Wells Fargo & Company/mn, Wealthfront Advisers Llc, Northwestern Mutual Wealth Management Co, Jones Financial Companies Lllp, and WealthNavi Inc. .
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (ARCA:VEA) 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 11, 2025 is 60,07 / share. Previously, on September 12, 2024, the share price was 51,46 / share. This represents an increase of 16,73% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 82 526 | −9,07 | 4 705 | 1,97 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2 087 843 | 9,46 | 119 028 | 22,76 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 25 929 | −7,17 | 1 478 | 4,16 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 85 335 | −12,00 | 4 865 | −1,32 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 987 | 5,09 | 341 | 17,99 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 472 582 | −1,49 | 26 942 | 10,49 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 19 292 | 0,11 | 1 099 | 18,68 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 325 695 | 10,47 | 18 568 | 23,85 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 295 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 177 962 | −3,40 | 10 146 | 8,34 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 12 458 | −9,74 | 710 | 1,28 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2 776 | 158 | ||||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 6 057 | 0,00 | 345 | 12,38 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 623 253 | 5,39 | 35 532 | 18,20 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 70 067 | 11,73 | 3 995 | 25,32 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 25 979 | −3,79 | 1 481 | 7,94 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 56 771 | −2,41 | 2 886 | 3,74 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 6 615 | 0,00 | 377 | 12,20 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 476 540 | −14,87 | 27 168 | −4,52 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 3 555 | 0,00 | 203 | 12,22 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 9 197 | 0,80 | 520 | 24,76 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 5 832 | 1,99 | 332 | 14,48 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 7 502 020 | 1,36 | 427 690 | 13,68 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 10 542 | −3,75 | 601 | 8,09 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 232 021 | 10,95 | 13 227 | 24,44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 276 639 | 2,36 | 15 771 | 14,80 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 173 089 | 1,46 | 9 868 | 13,79 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 68 304 | 2,26 | 3 890 | 14,58 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 352 097 | 23,90 | 20 | 42,86 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 13 389 | 18,71 | 763 | 33,16 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 991 957 | 7,38 | 113 561 | 20,43 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 21 537 | −1,10 | 1 228 | 10,94 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 1 215 | 0,75 | 0 | |||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 4 191 473 | 0,77 | 238 956 | 13,02 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 4 298 | 245 | ||||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 35 059 | −3,30 | 1 999 | 8,47 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 10 104 | 0,00 | 576 | 12,28 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 1 949 929 | 134,89 | 111 165 | 163,45 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 61 174 | 5,12 | 3 488 | 17,88 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 378 769 | −1,27 | 21 594 | 11,44 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1 045 750 | 418,47 | 59 618 | 84,68 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 15 582 | 8,30 | 888 | 21,48 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 697 203 | 8,53 | 39 685 | 21,53 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 4 069 | 232 | ||||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12 800 | −7,59 | 730 | 3,55 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 145 693 | −3,14 | 8 306 | 8,63 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 123 713 | 6,26 | 7 050 | 19,09 | ||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 6 808 | −4,49 | 388 | 7,18 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 176 667 | 31,92 | 10 072 | 47,95 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 58 753 | 0,41 | 3 350 | 12,61 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6 430 | −35,19 | 367 | −27,38 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 13 696 | 117,78 | 781 | 144,51 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 23 780 | 99,06 | 1 356 | 123,23 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 3 700 | 211 | ||||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 415 271 | 2,80 | 23 675 | 15,30 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 10 628 | 4,42 | 606 | 29,55 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1 325 529 | 1,32 | 75 568 | 13,64 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 11 994 | 110,42 | 684 | 136,33 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 18 048 | −12,08 | 1 029 | −1,44 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 513 518 | 0,41 | 29 276 | 12,61 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 36 776 | 19,03 | 2 097 | 33,50 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 20 710 | −7,28 | 1 181 | 3,96 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 58 041 | −1,74 | 3 309 | 10,19 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 8 220 | 0,00 | 466 | 11,51 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 32 374 | 210,01 | 1 850 | 246,90 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 12 600 | −0,70 | 718 | 11,49 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 399 331 | −5,43 | 22 766 | 6,06 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 60 309 | 2,40 | 3 438 | 14,87 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 73 323 | −13,25 | 4 180 | −2,70 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5 561 | 7,33 | 317 | 20,53 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 245 446 | 6,36 | 13 993 | 19,29 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 6 583 | 0,80 | 375 | 13,29 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 5 318 | 0,00 | 303 | 12,22 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 3 917 | −11,20 | 223 | −1,33 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 125 165 | 18,77 | 7 136 | 33,22 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 16 050 | 0,00 | 915 | 12,27 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 7 093 | −2,08 | 404 | 9,78 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 78 245 | 46,24 | 4 461 | 64,03 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 199 011 | −10,18 | 11 346 | 3,64 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 496 704 | 18,57 | 28 317 | 32,99 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 19 882 | −5,25 | 1 133 | 6,29 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 334 305 | −23,73 | 19 059 | −14,46 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 456 | 54,42 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 552 091 | 20,81 | 88 309 | 35,19 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 317 481 | 2,07 | 18 100 | 14,48 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 32 685 | −3,90 | 1 856 | 7,72 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 481 406 | 5,67 | 27 445 | 18,51 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 114 964 | 7,05 | 63 564 | 20,06 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 1 284 284 | −1,43 | 73 217 | 10,56 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 13 806 | 32,61 | 787 | 48,77 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 386 689 | 2,27 | 22 045 | 14,70 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 4 174 | 238 | ||||||
| 2025-07-22 | 13F | Awm Capital, Llc | 6 332 | 0,25 | 361 | 12,15 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 13 904 | −0,85 | 793 | 11,24 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 16 882 | 962 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1 313 | 0,00 | 75 | 12,12 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 902 998 | 22,52 | 51 480 | 37,41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 7 627 543 | 0,07 | 435 | 12,14 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 173 112 | 0,53 | 9 905 | 22,63 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 495 940 | 38,27 | 28 274 | 55,08 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 15 355 | 0,00 | 875 | 12,18 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 31 625 | 0,09 | 1 803 | 12,20 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 7 043 | 4,29 | 402 | 16,91 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 26 035 | 3,63 | 1 484 | 16,21 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 139 863 | 59,48 | 7 974 | 78,89 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 19 660 | 2,65 | 1 121 | 15,11 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 851 | 49 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Growth ETF VP Initial | 1 747 166 | −1,78 | 99 606 | 10,16 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 134 | 64 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 97 334 | −0,92 | 5 549 | 11,12 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 22 149 | 0,06 | 1 266 | 11,15 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 288 558 | 1,25 | 16 038 | 10,19 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 471 142 | 26 860 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 65 557 | 3,47 | 3 737 | 16,06 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 33 347 | −0,73 | 1 901 | 11,36 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 38 200 | 7,00 | 2 178 | 20,01 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2 279 124 | 67,50 | 129 933 | 87,86 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 96 277 | −0,30 | 5 489 | 11,82 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 302 | 0,00 | 17 | 13,33 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 579 108 | −0,32 | 33 015 | 11,79 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 8 018 | −3,76 | 457 | 8,04 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 316 563 | 13,29 | 18 047 | 27,06 | ||||
| 2025-07-11 | 13F | Halter Ferguson Financial Inc. | 24 793 | 27,23 | 1 413 | 42,73 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 4 636 | 264 | ||||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 9 100 | 0,00 | 519 | 12,12 | ||||
| 2025-05-08 | 13F | Valley Forge Investment Consultants Inc Adv | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 295 412 | 3,48 | 16 841 | 16,06 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 44 942 | 29,11 | 3 | 100,00 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 16 749 | −12,25 | 955 | −1,65 | ||||
| 2025-05-15 | 13F | Eight 31 Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 216 382 | 1,66 | 12 336 | 14,01 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 4 135 | 0,78 | 236 | 12,98 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 72 501 | 1,59 | 4 133 | 13,95 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 4 082 | −53,12 | 233 | −47,63 | ||||
| 2025-08-14 | 13F | Harding Loevner Lp | 23 578 | −9,86 | 1 344 | 1,13 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 027 | 205 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 14 294 | 39,75 | 815 | 56,84 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 176 497 | 30,92 | 10 062 | 46,85 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 26 512 | 5,14 | 1 511 | 17,95 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 26 743 | −3,19 | 1 525 | 8,55 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 41 618 | 21,47 | 2 373 | 36,24 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 15 496 | 0,87 | 883 | 13,21 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 780 285 | 1,90 | 44 | 15,79 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 108 893 | 11,52 | 6 208 | 25,07 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 229 506 | 0,00 | 13 | 18,18 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 9 444 | −0,98 | 538 | 11,16 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 066 471 | 10,96 | 60 800 | 24,45 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 87 685 | 0,91 | 4 999 | 13,18 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 255 882 | −2,62 | 14 588 | 9,21 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55 561 | 0,58 | 3 168 | 12,83 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 11 610 | −17,07 | 662 | −7,03 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 211 | 2,65 | 126 | 15,60 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 661 191 | 86,38 | 37 695 | 109,04 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 306 779 | 1,39 | 17 051 | 10,33 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 416 736 | 6,74 | 23 758 | 19,72 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 8 052 | −16,42 | 459 | −6,13 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 21 417 579 | 8,67 | 1 221 016 | 21,88 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 142 294 | 16,89 | 8 112 | 31,11 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 5 726 | −4,90 | 326 | 6,54 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 650 132 | 15,07 | 37 064 | 29,07 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 303 901 | 82,89 | 17 325 | 105,13 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 6 949 | −1,89 | 396 | 10,00 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 11 621 | −7,99 | 663 | 3,28 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 110 657 | 1,08 | 6 309 | 13,37 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 29 897 196 | −12,73 | 1 704 439 | −2,12 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 7 230 | −1,36 | 412 | 10,75 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 88 928 | 9,74 | 5 070 | 23,09 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 30 719 | 7,74 | 1 751 | 20,84 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 402 310 | 0,15 | 22 360 | 9,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 11 789 506 | −9,30 | 672 120 | 1,73 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 273 | 16 | ||||||
| 2025-08-14 | 13F | Elevatus Welath Management | 16 168 | 0,00 | 922 | 12,18 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 410 656 | 18,97 | 23 411 | 33,43 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 330 | 0,00 | 19 | 20,00 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 26 766 | 7,98 | 1 526 | 21,13 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 193 580 | −0,20 | 11 036 | 11,94 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 4 540 | −6,02 | 259 | 5,31 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 14 849 | −1,42 | 847 | 10,59 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 23 707 | −8,79 | 1 352 | 2,27 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4 395 | 0,18 | 251 | 12,61 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 4 202 | 0,00 | 240 | 12,21 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 141 607 | −8,16 | 8 073 | 3,01 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 3 568 | 203 | ||||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 055 | −13,52 | 60 | −3,23 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 6 129 | 1,47 | 349 | 13,68 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 712 785 | 2,88 | 40 636 | 15,38 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 11 648 | 93,07 | 664 | 116,99 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 93 338 | 5,64 | 5 321 | 18,51 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 114 460 | 0,23 | 6 525 | 12,42 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 50 664 | −2,14 | 2 888 | 9,77 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 130 538 | 11,91 | 7 442 | 31,54 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 18 878 | 8,81 | 1 076 | 22,13 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 49 759 | 0,40 | 2 837 | 12,58 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 986 101 | −3,13 | 56 218 | 8,65 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 418 870 | −1,59 | 23 880 | 10,37 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 30 060 | −2,29 | 1 528 | 3,81 | ||||
| 2025-08-27 | NP | HCIEX - The International Equity Portfolio HC Strategic Shares | 467 154 | −32,00 | 26 632 | −23,73 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 993 | 2,19 | 171 | 14,86 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3 947 | 0,00 | 225 | 12,50 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 11 639 | −21,25 | 556 | −25,97 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 33 704 | 2,69 | 1 921 | 15,17 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 55 960 | −0,64 | 3 190 | 11,46 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 181 811 | −6,55 | 10 365 | 4,82 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 30 061 | 3,06 | 1 714 | 15,59 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 61 957 | 4,84 | 3 532 | 17,62 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 232 014 | 8,66 | 13 227 | 21,87 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 65 710 | 9,12 | 3 746 | 22,42 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 8 567 | −1,30 | 488 | 9,17 | ||||
| 2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 79 284 | −6,80 | 4 520 | 4,53 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 113 344 | 4,37 | 6 462 | 17,05 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 10 334 | −0,67 | 589 | 11,55 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 6 517 | −7,91 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 45 769 | −1,14 | 2 609 | 10,88 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 17 033 | 7,65 | 971 | 20,77 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 197 471 | −22,22 | 11 258 | −12,76 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 39 164 | −1,11 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 114 | −49,56 | 6 | −45,45 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 73 189 | −3,59 | 4 | 33,33 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 5 325 | 304 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 025 | 0,00 | 115 | 12,75 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12 466 019 | 2,30 | 710 957 | 14,80 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 9 552 | 115,47 | 545 | 141,78 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 9 356 | 0,00 | 533 | 12,21 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 13 313 | 13,42 | 759 | 27,18 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 181 780 | 1,00 | 10 363 | 13,28 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 92 457 | 0,05 | 5 271 | 12,20 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4 343 | 248 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 4 453 | −1,94 | 254 | 10,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 612 | 0,00 | 149 | 12,12 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 293 | −31,11 | 74 | −23,16 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 6 409 | −0,45 | 365 | 11,62 | ||||
| 2025-07-25 | NP | CMIEX - Multi-Manager International Equity Strategies Fund Institutional Class | 28 139 | 335,18 | 1 564 | 362,43 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1 517 | 81,68 | 86 | 104,76 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 318 764 | 0,00 | 18 173 | 12,16 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 032 047 | 5,54 | 229 867 | 18,37 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 183 575 | 11,90 | 10 466 | 25,49 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 67 811 | 10,50 | 3 866 | 23,92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 407 894 | 3,64 | 23 254 | 16,25 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 7 490 | 0,69 | 367 | 3,38 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 8 398 | −6,92 | 479 | 4,37 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 47 455 | 5,95 | 2 705 | 18,85 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 661 961 | −1,22 | 37 738 | 10,79 | ||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 18 789 | 75,76 | 1 071 | 97,24 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 5 244 | 299 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 8 959 | 0,00 | 511 | 12,09 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 2 139 798 | 121 990 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 48 190 | 2 747 | ||||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 23 933 | −1,36 | 1 364 | 10,62 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 56 748 | 8,97 | 3 235 | 22,26 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 241 266 | 26,12 | 14 | 44,44 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 55 351 | 13,67 | 3 211 | 22,89 | ||||
| 2025-06-25 | NP | NTKLX - Voya Multi-Manager International Small Cap Fund Class A | 27 927 | −65,58 | 1 476 | −63,56 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 48 583 | −11,94 | 2 770 | −1,25 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 20 849 | 0,00 | 1 189 | 12,18 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 629 495 | 17,70 | 263 927 | 32,01 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 149 618 | 73,13 | 8 744 | 91,10 | ||||
| 2025-07-16 | 13F | First American Bank | 23 784 | −4,31 | 1 356 | 7,28 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9 551 | −50,01 | 545 | −43,98 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 9 154 | 0,79 | 517 | 11,66 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 36 740 | 8,46 | 2 094 | 21,62 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 656 751 | 3,38 | 37 441 | 15,95 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 7 297 | 4,51 | 416 | 17,51 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 7 447 | 7,83 | 425 | 20,80 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 28 619 | 4,40 | 1 632 | 17,09 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 586 | −63,05 | 33 | −58,75 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 9 090 | −4,10 | 518 | 7,69 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 11 378 664 | 16,98 | 639 708 | 22,45 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 22 793 | 1 299 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 21 376 | −2,00 | 1 219 | 9,93 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 45 939 | 0,00 | 2 335 | 6,33 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 118 118 | 12,28 | 6 734 | 25,92 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 556 864 | 16,16 | 31 747 | 30,29 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2 018 | 19,62 | 115 | 35,29 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 416 549 | 9,55 | 23 747 | 22,87 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 343 008 | 8,82 | 19 555 | 22,05 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 99 934 | 7,42 | 5 697 | 20,49 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 143 942 | −5,05 | 8 206 | 6,50 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 19 839 | 0,37 | 1 131 | 12,65 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 34 082 | 22,62 | 1 943 | 37,61 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 106 976 | 3,81 | 6 099 | 16,42 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 4 744 | 270 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 370 871 | 14,57 | 21 143 | 28,50 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1 284 | 0,00 | 73 | 12,31 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 41 681 | −4,49 | 2 376 | 7,12 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 5 515 | −34,80 | 314 | −26,81 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 42 892 | 14,77 | 2 445 | 28,75 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 12 615 | −6,60 | 719 | 4,81 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 5 406 | −0,95 | 308 | 11,19 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 42 712 | −10,81 | 2 435 | 0,04 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 5 469 | 312 | ||||||
| 2025-08-25 | NP | MHEFX - MH Elite Fund of Funds | 6 665 | 0,00 | 2 124 | 10,68 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 6 170 | 0,31 | 0 | |||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 293 695 | −23,41 | 16 744 | −14,10 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 6 634 | 7,40 | 378 | 20,77 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 092 | 0,65 | 62 | 12,73 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 3 525 | 201 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 80 074 | 22,61 | 4 565 | 37,54 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 21 816 | 31,52 | 1 244 | 47,45 | ||||
| 2025-07-17 | 13F | City Holding Co | 37 454 | 11,22 | 2 135 | 24,78 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 3 621 | 206 | ||||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 106 153 | 0,00 | 6 052 | 12,16 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 6 240 | 0,19 | 358 | 16,29 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5 828 | −0,43 | 0 | |||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 585 007 | 4,62 | 33 351 | 17,34 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 284 352 | 29,93 | 16 211 | 45,72 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 292 597 | 6,61 | 16 681 | 19,57 | ||||
| 2025-08-07 | 13F | Security Benefit Life Insurance Co /ks/ | 70 800 | 0,00 | 4 036 | 12,17 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 19 545 | −1,87 | 1 114 | 10,08 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 286 523 | 16 335 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 282 443 | 3,34 | 72 471 | 19,04 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 100 339 | −4,36 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 900 012 | −0,04 | 51 310 | 12,12 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 4 648 | −4,13 | 265 | 7,32 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 1 543 270 | −12,02 | 87 982 | −1,32 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 30 720 | −2,15 | 1 751 | 9,78 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 90 | 5 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 997 292 | −5,09 | 57 | 12,00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 5 530 | 0,69 | 315 | 7,14 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 3 661 | 209 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 646 133 | 1,95 | 36 836 | 14,35 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 350 835 | 5,61 | 17 833 | 12,26 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 913 965 | 5,18 | 52 105 | 17,97 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 331 651 | 2,38 | 18 907 | 14,82 | ||||
| 2025-05-09 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 5 423 | 0,00 | 309 | 12,36 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 206 527 | 1,25 | 11 774 | 13,56 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 56 475 | 84,11 | 3 220 | 106,48 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 310 735 | −17,06 | 17 715 | −6,97 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 837 | 48 | ||||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 20 194 | 1,89 | 1 151 | 14,30 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 108 283 | 4,75 | 6 173 | 17,49 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 13 944 | −11,04 | 795 | −0,25 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 371 357 | −1,67 | 78 181 | 10,28 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 8 378 | 35,04 | 478 | 51,43 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 8 405 | −39,88 | 482 | −30,29 | ||||
| 2025-05-15 | 13F | Hardman Johnston Global Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 980 792 | 1,52 | 55 915 | 13,87 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 113 171 | 108,91 | 6 452 | 134,33 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | JHODX - 2070 Lifetime Blend Portfolio Class R6 | 96 | 5 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 301 480 | 0,61 | 17 187 | 12,85 | ||||
| 2025-05-01 | 13F | BankPlus Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 10 474 | 597 | ||||||
| 2025-07-31 | 13F | Peterson Wealth Services | 3 386 | 0,00 | 193 | 12,21 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 160 273 | 14,85 | 9 137 | 28,82 | ||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 3 510 | 200 | ||||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 15 706 | 139,06 | 895 | 158,67 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 179 022 | −5,62 | 10 206 | 1,78 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62 278 | −13,02 | 3 550 | −2,45 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 1 357 275 | 96,33 | 77 378 | 120,20 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 79 514 | 0,45 | 4 533 | 14,59 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 243 347 | −24,63 | 13 873 | −15,47 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 4 812 | 0,00 | 274 | 12,30 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 14 099 | −27,31 | 804 | −18,48 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 4 868 | 278 | ||||||
| 2025-08-14 | 13F | Seldon Capital Lp | 149 017 | 0,00 | 8 495 | 12,16 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 142 837 | 6,77 | 65 153 | 19,75 | ||||
| 2025-06-16 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 857 699 | 2,14 | 48 897 | 14,56 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 60 304 | −0,46 | 3 065 | −0,45 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 9 913 | 68,33 | 565 | 88,96 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 770 228 | 13,20 | 43 909 | 26,96 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 343 036 | 37,45 | 19 556 | 54,17 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 1 025 032 | 95,79 | 54 193 | 107,28 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 33 745 | −17,67 | 1 922 | −4,38 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 62 457 | 7,63 | 3 561 | 20,72 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 218 193 | 1,26 | 12 439 | 13,58 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 142 940 | −1,38 | 8 149 | 10,61 | ||||
| 2025-08-14 | 13F | Wallace Capital Management Inc. | 5 428 | −21,65 | 309 | −12,22 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 559 424 | −11,02 | 31 892 | −0,21 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 644 | −14,66 | 265 | −4,35 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 1 557 137 | 0,39 | 88 772 | 12,59 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 199 355 | 11,02 | 11 365 | 24,52 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 603 000 | 0,00 | 31 | 0,00 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 24 197 | 0,50 | 1 379 | 12,76 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 15 525 | 18,06 | 885 | 32,49 | ||||
| 2025-08-06 | 13F | One Wealth Capital Management, Llc | 3 621 | 206 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 14 006 | 3,42 | 798 | 15,99 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 196 989 | 5,04 | 11 230 | 17,81 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 148 980 | 1,04 | 65 503 | 13,32 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 225 083 | 1,45 | 12 832 | 13,78 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 266 377 | −0,38 | 15 186 | 11,74 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 144 300 | 53,02 | 8 020 | 66,56 | ||||
| 2025-07-29 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 65 363 | 35,37 | 3 633 | 47,34 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 477 690 | 15,92 | 27 233 | 30,02 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 694 476 | 112,14 | 39 592 | 137,93 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 13 135 | 7,40 | 749 | 20,45 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7 684 | −33,33 | 438 | −25,13 | ||||
| 2025-08-12 | 13F | Main Management LLC | 19 136 | 10,80 | 1 | |||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 6 617 | 3,44 | 377 | 16,00 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 898 | −48,92 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 37 051 | −3,43 | 2 112 | 8,31 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 62 842 959 | −3,77 | 3 582 677 | 7,93 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 22 417 | 0,14 | 1 278 | 12,31 | ||||
| 2025-07-25 | NP | USIFX - International Fund Shares | 43 857 | 2 438 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 776 321 | 3,28 | 44 258 | 15,83 | ||||
| 2025-07-11 | 13F | Bell Bank | 38 577 | 5,69 | 2 199 | 18,54 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 68 964 | 1,13 | 3 932 | 13,42 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 3 893 | 226 | ||||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 8 007 | −9,09 | 456 | 2,01 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 52 242 | 13,75 | 2 978 | 27,59 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 658 888 | −5,68 | 37 563 | 5,79 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 7 138 | −2,92 | 415 | 9,23 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 8 936 | 0,20 | 483 | 5,93 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 577 888 | −5,19 | 32 945 | 6,34 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 7 430 | 9,91 | 424 | 23,32 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 11 286 | 4,36 | 643 | 17,12 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 31 858 | 8,95 | 1 816 | 22,21 | ||||
| 2025-08-21 | NP | MNCSX - Mercer Non-US Core Equity Fund Class I | 61 006 | 304,63 | 3 478 | 353,92 | ||||
| 2025-08-13 | 13F | ESG Planning | 69 860 | 822,24 | 3 983 | 934,29 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 248 670 | 44,10 | 14 177 | 61,62 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 329 595 | 5,04 | 18 777 | 17,73 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 4 181 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 96 805 | 5,77 | 5 519 | 18,62 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 8 365 | 0,00 | 477 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 11 327 | 6,23 | 646 | 19,00 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 2 482 065 | 6,82 | 141 503 | 19,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 803 458 | 0,01 | 45 805 | 12,17 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 41 436 | 0,20 | 2 362 | 12,37 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 879 | −30,18 | 50 | −21,87 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 6 952 | 0,42 | 396 | 12,82 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 65 019 | 0,04 | 3 707 | 12,20 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1 533 577 | 3,21 | 87 429 | 15,76 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 13 351 | 12,61 | 1 | −100,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 336 292 | −2,70 | 76 182 | 9,13 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 4 058 | 0,55 | 231 | 12,68 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 811 109 | −1,40 | 103 251 | 10,59 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 3 754 | 214 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 152 214 | 120,62 | 8 678 | 147,49 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 99 317 | 6,39 | 5 662 | 19,35 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 3 949 | 225 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 57 880 | 0,92 | 3 300 | 13,17 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 234 384 | 17,07 | 13 362 | 31,31 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 430 108 | −9,08 | 24 520 | 1,97 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 61 407 | 1,33 | 3 501 | 13,64 | ||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 504 111 | −11,97 | 28 739 | −1,26 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 265 373 | −0,84 | 15 129 | 11,21 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 3 613 | 206 | ||||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 113 375 | 0,03 | 6 464 | 11,80 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 794 818 | 3,53 | 45 | 15,38 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 3 830 808 | −0,03 | 218 394 | 12,12 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 38 912 | 0,52 | 2 218 | 12,76 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 13 175 | 0,26 | 670 | 6,53 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 33 631 | −1,56 | 1 917 | 10,43 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 6 874 | 3,79 | 392 | 16,37 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 233 632 | −2,62 | 13 319 | 9,23 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 556 | −47,93 | 716 | −41,63 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 11 257 | 63,14 | 642 | 83,14 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 147 396 | −5,51 | 8 403 | 5,98 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 17 415 | −2,38 | 993 | 9,49 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 181 887 | 0,00 | 9 245 | 0,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 7 517 | 9,63 | 429 | 22,99 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 7 870 | −8,90 | 449 | 2,05 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 43 640 | −1,43 | 2 488 | 10,53 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 190 199 | 5,17 | 10 843 | 25,38 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21 709 | 0,13 | 1 103 | 6,47 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 29 504 | −0,46 | 1 682 | 11,69 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 18 980 | 2,19 | 1 082 | 14,62 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 64 552 | 4,54 | 3 680 | 17,27 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 13 625 | 2,92 | 777 | 15,48 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 13 492 | −5,02 | 769 | 6,51 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 266 | 0,00 | 15 | 15,38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 568 | 26,50 | 32 | 45,45 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 41 097 | −4,09 | 2 343 | 7,53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 51 828 | 42,71 | 2 955 | 60,02 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 353 224 | −8,10 | 20 137 | 3,07 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 247 874 | 44,85 | 14 131 | 62,46 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 88 482 | 0,32 | 5 044 | 12,51 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 5 859 | 334 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 29 319 | −3,34 | 1 672 | 8,50 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 873 | 0,00 | 50 | 11,36 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 14 841 | 0,00 | 846 | 12,20 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 54 672 | 133,15 | 3 117 | 161,63 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 1 616 | −43,91 | 92 | −36,99 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 82 175 | 82,17 | 4 685 | 104,36 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 11 278 | 7,61 | 643 | 20,68 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 636 | −33,52 | 207 | −25,27 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 5 285 | −29,38 | 301 | −20,79 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 25 085 | 52,09 | 1 430 | 70,64 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 974 651 | 1,63 | 55 565 | 13,99 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 3 154 | 0,00 | 177 | 10,63 | ||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 178 321 | 0,05 | 10 166 | 12,22 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 407 | 5,99 | 23 | 21,05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 80 706 | 34,26 | 4 601 | 50,61 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 296 | 886,67 | 17 | 1 500,00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 154 100 | 0,00 | 8 785 | 12,17 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 243 745 | −0,19 | 13 896 | 11,94 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 6 221 | 0,53 | 355 | 12,74 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 45 135 | 11,93 | 2 509 | 21,81 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 208 205 | 11 870 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 724 951 | −1,02 | 41 329 | 18,01 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 260 470 | 5,09 | 14 849 | 17,87 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 26 305 | −7,82 | 1 500 | 3,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 623 089 | 42,86 | 320 572 | 60,23 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 519 | 0,00 | 87 | 11,69 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 44 781 | 3 078 | ||||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 39 711 | −1,09 | 2 264 | 10,93 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 73 117 | 1,40 | 4 190 | 14,32 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 6 957 | −9,21 | 397 | 1,80 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 836 466 | 11,84 | 47 687 | 25,44 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 17 017 | 26,11 | 970 | 41,61 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 22 399 | −2,03 | 1 277 | 9,81 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 603 275 | −1,13 | 34 393 | 10,90 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 7 334 | 7,32 | 418 | 20,46 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 77 470 | 60,24 | 4 418 | 79,70 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 74 458 | 194,38 | 4 245 | 230,27 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 63 443 | 2,12 | 3 615 | 14,51 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 15 995 | 37,24 | 912 | 51,58 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 32 690 | 25,05 | 1 864 | 40,29 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 14 861 | 68,66 | 847 | 89,49 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 112 199 | 6,95 | 6 396 | 19,95 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 2 101 | 73,06 | 107 | 82,76 | ||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 164 | 9 | ||||||
| 2025-08-01 | 13F | Financial Counselors Inc | 103 843 | −92,96 | 5 920 | −92,10 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 651 990 | 7,95 | 37 | 23,33 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 12 628 | 0,25 | 720 | 6,36 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 358 942 | 4,23 | 20 463 | 16,90 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 17 255 | 0,34 | 984 | 12,47 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 11 481 | −19,32 | 655 | −9,54 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 22 001 | −7,86 | 1 254 | 3,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 6 789 | 387 | ||||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 18 567 | 1 059 | ||||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 260 526 | 149,40 | 13 349 | 141,22 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 585 493 | −3,45 | 33 379 | 8,29 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 7 117 | 22,60 | 406 | 37,29 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 191 135 | −2,63 | 10 897 | 9,20 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 12 323 | −2,38 | 703 | 9,52 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 91 811 | −2,84 | 5 234 | 8,97 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 9 357 | 42,77 | 533 | 60,06 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17 730 | 0,68 | 1 005 | 12,29 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 287 178 | −1,76 | 73 382 | 10,18 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 5 159 | 0,00 | 294 | 12,21 | ||||
| 2025-08-14 | 13F | Paloma Partners Management Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 144 771 | 14,17 | 8 | 33,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1 104 693 | −6,76 | 62 979 | 4,57 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 188 | 0,00 | 239 | 12,26 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 165 064 | 2,35 | 8 366 | 15,09 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 26 881 | 24,35 | 1 532 | 39,53 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 134 411 | −43,73 | 7 662 | −36,90 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 19 499 | 5,35 | 1 099 | 16,91 | ||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 672 | 40,23 | 494 | 67,46 | ||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 20 275 | 0,00 | 1 156 | 12,14 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 61 948 | 17,69 | 3 541 | 28,31 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 533 | −12,08 | 260 | −1,15 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 12 661 | 96,45 | 722 | 120,49 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Conning Inc. | 114 263 | 75,05 | 6 514 | 96,38 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 1 255 | 0,00 | 72 | 12,70 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 9 392 | −1,17 | 537 | 23,79 | ||||
| 2025-07-16 | 13F | American National Bank | 5 911 | 98,62 | 337 | 122,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 194 545 244 | 3,04 | 11 091 024 | 15,57 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 14 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 128 260 | 51,26 | 7 312 | 69,65 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 9 925 236 | −4,16 | 565 838 | 7,49 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 14 675 | −1,89 | 837 | 10,00 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 46 067 | −8,62 | 2 626 | 2,50 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1 129 493 | 1,97 | 64 392 | 14,36 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 15 910 | 907 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 91 541 | 3,30 | 5 | 25,00 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 211 290 | 7,55 | 12 090 | 21,08 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 17 482 679 | 5,11 | 996 687 | 17,88 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 88 017 | 17,29 | 5 018 | 31,54 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 083 431 | 3,51 | 61 766 | 16,09 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 831 | 210,07 | 47 | 291,67 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 15 198 | 0,01 | 866 | 12,18 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 6 802 | 0,00 | 388 | 12,17 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 103 972 | −0,66 | 5 927 | 11,41 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 464 | 0 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 42 111 | 1,25 | 2 401 | 13,53 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 472 | 0,64 | 27 | 13,04 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 66 092 | 1,25 | 3 768 | 13,53 | ||||
| 2025-08-26 | NP | ISNFX - Voya Solution 2030 Portfolio Class ADV | 50 914 | 22,53 | 2 903 | 37,41 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 30 036 | 2,66 | 1 712 | 15,13 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 10 456 | −8,31 | 596 | 2,94 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 298 046 | 0,06 | 16 992 | 12,23 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 676 | 0,00 | 38 | 5,56 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 603 | 319 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 81 019 | 6,02 | 4 619 | 18,90 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 696 778 | 1,08 | 39 723 | 13,37 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 26 043 | 3,41 | 1 485 | 15,94 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 35 003 | 8,24 | 1 996 | 21,42 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 15 790 | 0,00 | 900 | 10,43 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 249 | 185 | ||||||
| 2025-07-23 | 13F | Penney Financial, LLC | 308 048 | 3,13 | 17 562 | 15,66 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 183 369 | 0,05 | 10 454 | 12,22 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 213 184 | −4,49 | 12 154 | 7,12 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 15 076 | 0,55 | 859 | 12,73 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 34 395 | 1,15 | 1 961 | 13,43 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 745 480 | 19,98 | 41 434 | 30,58 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 45 464 | 80,79 | 2 592 | 102,74 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 149 243 | 16,56 | 8 508 | 30,73 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 17 482 | 0,64 | 997 | 12,80 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 20 282 | −5,99 | 1 156 | 12,12 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 69 253 | 362,80 | 3 948 | 419,47 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 21 250 | −47,16 | 1 211 | −39,96 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 1 350 161 | 8,79 | 76 973 | 22,02 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 462 926 | 0,42 | 26 391 | 12,63 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 3 749 | 214 | ||||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 24 392 | −0,45 | 1 386 | 10,44 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 11 462 597 | −2,36 | 653 483 | 9,51 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 956 360 | −2,24 | 54 522 | 9,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 3 302 906 | 40,96 | 188 299 | 58,10 | ||||
| 2025-07-01 | 13F | GP Brinson Investments LLC | 727 210 | 0,91 | 41 458 | 13,18 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 19 658 | 8,19 | 1 121 | 21,34 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 883 400 | 50 363 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 4 889 | 0 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 3 851 | 0,00 | 226 | 11,88 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 94 088 | 4,01 | 5 364 | 16,64 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 309 717 | 3,90 | 17 657 | 16,53 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 646 | 0,00 | 37 | 12,50 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 14 857 | 23,41 | 847 | 38,46 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 163 167 | −12,42 | 9 302 | −1,77 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 30 850 | 0,26 | 2 754 | 4,95 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 7 013 | 0,57 | 400 | 12,71 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 588 | 293,07 | 506 | 2 563,16 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 32 351 | −1,67 | 1 844 | 10,29 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 124 437 | −1,68 | 7 094 | 10,28 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 119 693 | −7,92 | 6 824 | 3,27 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 116 850 | 0,00 | 6 662 | 12,16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 700 295 | −2,13 | 96 934 | 9,77 | ||||
| 2025-08-27 | NP | HCINX - The Institutional International Equity Portfolio HC Strategic Shares | 669 196 | −41,56 | 38 151 | −34,46 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 3 362 508 | 4,49 | 191 917 | 17,32 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 10 360 | 0,00 | 591 | 12,17 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 38 643 | 0,95 | 2 203 | 13,26 | ||||
| 2025-07-18 | 13F | jvl associates llc | 5 275 | −20,99 | 301 | −11,50 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 101 488 | −20,92 | 5 786 | −11,31 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 12 352 | 8,17 | 704 | 21,38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 803 884 | 4,66 | 729 949 | 17,38 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 7 519 | 0,00 | 426 | 11,26 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 901 457 | 6,36 | 51 392 | 19,29 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 6 004 | 342 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 68 846 | 15,91 | 3 925 | 29,98 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 74 462 | −3,43 | 4 245 | 8,32 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 211 624 | 1,13 | 12 065 | 13,42 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 210 300 | −10,98 | 11 989 | −0,16 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 65 598 | −8,98 | 3 788 | 3,41 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 10 220 446 | −1,83 | 582 668 | 10,10 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 7 257 | 6,88 | 414 | 19,71 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 4 218 | 240 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 49 533 | 2 824 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 32 259 | −12,92 | 1 839 | −2,28 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 491 291 | −13,85 | 27 306 | −6,24 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 4 710 | −0,49 | 268 | 11,67 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17 199 318 | −1,21 | 980 533 | 10,80 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 4 688 678 | 1,19 | 267 302 | 13,49 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 366 358 | 7,91 | 20 886 | 21,04 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 41 678 | 0,77 | 2 376 | 13,04 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 150 141 | 2,11 | 8 560 | 14,53 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 308 525 | 80,36 | 17 589 | 102,29 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 16 020 | −1,42 | 913 | 10,67 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 971 | 0,00 | 55 | 12,24 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 973 882 | −0,46 | 55 521 | 11,64 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 9 423 | 537 | ||||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 31 730 | 11,42 | 1 809 | 24,95 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 116 922 | −7,32 | 6 840 | 1,32 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 129 086 | −0,12 | 7 359 | 12,03 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 3 806 944 | 37,52 | 217 | 55,00 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 152 328 | −11,46 | 7 743 | −5,90 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 235 339 | 1,88 | 13 417 | 14,27 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 152 346 | 8,41 | 8 685 | 21,59 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 4 314 | 2,15 | 246 | 14,49 | ||||
| 2025-07-09 | 13F | Emprise Bank | 148 986 | 27,64 | 8 494 | 43,15 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 10 293 | 33,21 | 587 | 49,49 | ||||
| 2025-08-12 | 13F | Bank OZK | 6 280 | 17,78 | 358 | 32,10 | ||||
| 2025-08-12 | 13F | Prudential Plc | 69 570 | 3 966 | ||||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 16 089 | −1,41 | 917 | 10,62 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 16 683 | 4,26 | 951 | 16,97 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 111 889 | −4,22 | 6 379 | 7,43 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 161 915 | −0,54 | 9 231 | 11,55 | ||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 3 537 | 202 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 10 008 | 17,45 | 571 | 31,64 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 53 575 | 24,93 | 3 054 | 40,16 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 58 960 | −1,04 | 3 361 | 11,00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 269 087 | 21,52 | 15 341 | 36,29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 706 | 40 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 502 | 0,80 | 29 | 12,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 25 954 | 71,20 | 1 480 | 92,08 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 19 227 | 0,11 | 1 096 | 12,30 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 615 598 | 1,10 | 35 095 | 13,39 | ||||
| 2025-08-26 | NP | VSPAX - Voya Solution 2060 Portfolio Class ADV | 46 751 | −7,50 | 2 665 | 3,78 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 90 164 | 113,56 | 5 140 | 139,52 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 65 245 | 0,74 | 3 720 | 12,97 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 168 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 27 909 | 0,11 | 1 591 | 12,28 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 33 912 | −17,24 | 1 933 | −7,16 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 45 157 | 241,81 | 2 574 | 283,61 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 499 746 | 1,25 | 28 491 | 13,56 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 127 | 235 | ||||||
| 2025-08-08 | 13F | Firestone Capital Management | 51 881 | 10,10 | 2 958 | 23,47 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 091 | 47,76 | 404 | 66,26 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 3 840 | −27,91 | 346 | 28,15 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 22 786 946 | 1,21 | 1 299 084 | 13,51 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 8 846 | 0,06 | 504 | 12,25 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 5 851 | 27,58 | 334 | 42,92 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 6 515 | 0,00 | 371 | 6,61 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 249 688 | 41,81 | 14 235 | 59,04 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 769 257 | 9,15 | 43 855 | 22,42 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 252 643 | 56,25 | 14 403 | 75,26 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 6 715 | 1,57 | 383 | 13,69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 8 307 | 1,59 | 474 | 13,98 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11 758 | 48,29 | 670 | 66,25 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 195 106 | −31,12 | 11 123 | −22,75 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 318 | 18 | ||||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 1 834 811 | −1,02 | 104 603 | 11,01 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 411 304 | −5,25 | 23 448 | 6,27 | ||||
| 2025-03-17 | 13F | Members Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 4 202 | −31,51 | 240 | −23,15 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 74 244 | 4 233 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 442 058 | 4,51 | 25 202 | 17,21 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 57 848 | 3 298 | ||||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 984 081 | 0,06 | 56 102 | 12,23 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 500 168 | −6,83 | 29 | 3,70 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 43 524 | −0,90 | 2 481 | 11,16 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 8 107 | 8,69 | 462 | 21,90 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 174 330 | 1,16 | 9 939 | 13,46 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 7 999 | 11,47 | 456 | 25,27 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 855 776 | 3,68 | 48 788 | 16,28 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 537 177 | −1,62 | 30 624 | 10,34 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1 197 908 | −8,27 | 68 293 | 2,89 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 5 589 | 0,99 | 319 | 13,17 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 19 378 | 21,36 | 1 105 | 36,13 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 306 975 | 0,00 | 17 501 | 12,16 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 7 302 | −7,72 | 416 | 3,48 |
