Grundläggande statistik
Institutionella ägare | 2654 total, 2649 long only, 0 short only, 5 long/short - change of 3,15% MRQ |
Genomsnittlig portföljallokering | 1.8812 % - change of 0,79% MRQ |
Institutionella aktier (lång) | 2 293 503 355 (ex 13D/G) - change of 77,27MM shares 3,49% MRQ |
Institutionellt värde (lång) | $ 115 938 054 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF (US:VEA) har 2654 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 2,293,503,355 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 15, 2025 is 60,30 / share. Previously, on September 16, 2024, the share price was 52,01 / share. This represents an increase of 15,94% 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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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 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 538 438 | −0,60 | 30 696 | 11,48 | ||||
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 | ||||
2025-07-31 | 13F | City State Bank | 21 317 | −1,04 | 1 215 | 11,06 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 229 651 | −0,79 | 13 094 | 11,28 | ||||
2025-08-12 | 13F | South Plains Financial, Inc. | 24 275 | 0,00 | 1 384 | 12,17 | ||||
2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 198 154 | −7,81 | 11 013 | 0,34 | ||||
2025-08-26 | NP | NMIEX - Active M International Equity Fund | 14 506 | 101,36 | 827 | 125,68 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 65 753 | −7,59 | 3 749 | 3,65 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 164 174 | −2,52 | 9 360 | 9,33 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 361 545 | −0,88 | 20 745 | 11,88 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 191 847 | 0,24 | 10 937 | 12,43 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 764 750 | 83 | ||||||
2025-07-23 | 13F | True Vision MN LLC | 15 463 | −0,39 | 882 | 11,66 | ||||
2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 172 224 | −67,45 | 9 819 | −63,50 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 159 928 | −13,24 | 9 118 | −2,69 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 34 815 | −6,73 | 1 985 | 4,59 | ||||
2025-07-21 | 13F | River Street Advisors LLC | 77 899 | 262,34 | 4 441 | 306,68 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 276 564 | 31,30 | 15 767 | 47,26 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 4 488 | 0,00 | 0 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | 2 209 | 126 | ||||||
2025-07-17 | 13F | Chicago Capital, LLC | 5 915 | 35,48 | 337 | 52,49 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 4 000 | 228 | |||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 23 805 | 21,55 | 1 357 | 36,38 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 12 237 | 0,66 | 698 | 12,97 | ||||
2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 30 817 | 116,26 | 1 757 | 142,54 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 887 | 0,57 | 51 | 13,64 | ||||
2025-07-22 | 13F | Legacy Trust | 21 315 | −5,99 | 1 215 | 5,47 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 67 119 | 2,45 | 3 826 | 14,93 | ||||
2025-08-05 | 13F | Elm Partners Management LLC | 20 012 | 15,06 | 1 141 | 28,96 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 20 184 | 46,60 | 1 151 | 114 900,00 | ||||
2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 7 994 | 0,00 | 456 | 12,07 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 171 200 | 8,24 | 9 760 | 21,41 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 18 777 | 0,79 | 1 070 | 13,11 | ||||
2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 7 226 | 0,00 | 412 | 11,99 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 154 617 | 1,27 | 8 815 | 13,58 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 889 732 | 2,45 | 107 734 | 14,91 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 14 652 | 0,36 | 835 | 12,53 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 166 271 | 0,78 | 9 479 | 13,05 | ||||
2025-08-13 | 13F | American Money Management, LLC | 346 125 | 0,66 | 19 733 | 12,90 | ||||
2025-08-13 | 13F | F/M Investments LLC | 367 849 | −1,27 | 20 972 | 10,74 | ||||
2025-08-14 | 13F | Chai Trust Co Llc | 784 979 | 1,26 | 44 752 | 13,58 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 312 928 | 16,74 | 15 906 | 12 326,56 | ||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 406 696 | 1,69 | 23 186 | 14,06 | ||||
2025-08-19 | 13F | MRP Capital Investments, LLC | 135 | 0,00 | 8 | 16,67 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 8 485 | −19,45 | 484 | −9,72 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 26 615 | −0,06 | 1 517 | 12,12 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 4 067 | 232 | ||||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 199 702 | 11 385 | ||||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 13 500 | 1,50 | 770 | 13,76 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17 378 | 3,40 | 991 | 15,93 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 49 506 | 24,23 | 2 798 | 38,12 | ||||
2025-07-30 | 13F | Sterling Investment Management, Inc. | 23 744 | −9,61 | 1 354 | 1,35 | ||||
2025-07-24 | 13F | Monument Capital Management | 70 252 | −5,06 | 4 005 | 6,49 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 1 444 | 115,52 | 82 | 141,18 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 1 679 846 | −1,56 | 95 768 | 10,41 | ||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 39 992 | −41,59 | 2 280 | −34,51 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 1 262 916 | −1,79 | 71 999 | 10,15 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 10 336 | −6,36 | 589 | 4,99 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 6 266 | −3,11 | 0 | |||||
2025-08-12 | 13F | Allen Capital Group, LLC | 38 719 | −0,06 | 2 207 | 12,09 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 119 190 | −2,33 | 6 795 | 9,55 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 846 621 | −1,45 | 48 266 | 10,53 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 43 290 | −12,89 | 2 468 | −2,30 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 252 377 | −0,11 | 14 388 | 12,03 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 858 | 11,00 | 49 | 23,08 | ||||
2025-07-24 | 13F | JB Capital LLC | 4 580 | 9,41 | 261 | 23,11 | ||||
2025-08-13 | 13F | Advisory Research Inc | 23 938 | 2,54 | 1 365 | 15,01 | ||||
2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 728 951 | 20,49 | 98 567 | 35,14 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 4 250 | −1,64 | 242 | 10,50 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 3 611 618 | −1,25 | 206 | 10,81 | ||||
2025-08-04 | 13F | Balentine LLC | 421 090 | 1,53 | 24 006 | 13,87 | ||||
2025-08-14 | 13F | Dagco, Inc. | 52 | 0,00 | 3 | 0,00 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 7 447 | 16,96 | 0 | |||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 31 378 | 32,53 | 1 799 | 49,54 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 18 149 | −5,91 | 1 035 | 5,51 | ||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 591 661 | 0,85 | 34 219 | 16,47 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 58 519 | −1,48 | 3 336 | 10,50 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 10 474 | 92,01 | 597 | 115,16 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 10 115 | −1,69 | 577 | 10,34 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 1 193 | 5,76 | 68 | 19,30 | ||||
2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 6 740 | 384 | ||||||
2025-08-06 | 13F | Raelipskie Partnership | 327 158 | 0,10 | 18 651 | 12,27 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 823 342 | 11,22 | 46 939 | 24,74 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 6 337 | 0,48 | 361 | 12,81 | ||||
2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 3 669 | 209 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 009 275 | 8,83 | 228 569 | 35,92 | ||||
2025-08-05 | 13F | Key FInancial Inc | 19 044 | 15,31 | 1 086 | 29,32 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 4 128 | 4,64 | 235 | 17,50 | ||||
2025-08-07 | 13F | Allworth Financial LP | 476 779 | 27,39 | 27 181 | 38,84 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 28 803 | −0,49 | 1 642 | 14,83 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 109 569 | 6 247 | ||||||
2025-07-16 | 13F/A | CX Institutional | 23 679 | 2,49 | 1 | 0,00 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 447 059 | 2,22 | 25 487 | 14,65 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 21 558 | 8,18 | 1 | 0,00 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 9 343 | 49,06 | 533 | 67,30 | ||||
2025-07-23 | 13F | Matisse Capital | 12 113 | 0,00 | 691 | 12,20 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 111 | 0,00 | 63 | 12,50 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 248 261 | −0,81 | 71 163 | 11,25 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 31 169 | 2,02 | 1 777 | 14,43 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 552 754 | 4,25 | 31 512 | 16,92 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 88 944 | 3,66 | 5 071 | 14,71 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 19 834 | 26,31 | 1 131 | 41,60 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 5 685 | 3,78 | 324 | 16,55 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 86 663 | −1,78 | 4 941 | 10,14 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 653 886 | −7,55 | 37 278 | 3,69 | ||||
2025-07-22 | 13F | Verus Wealth Management, Llc | 110 954 | −11,21 | 6 325 | −0,41 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 144 | 0,00 | 8 | 14,29 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 11 901 177 | 5 002,59 | 569 | −95,21 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 511 801 | −1,75 | 29 178 | 10,19 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 199 | 0,51 | 11 | 10,00 | ||||
2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 1 240 653 | −4,65 | 70 730 | 6,94 | ||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 209 517 | 11 943 | ||||||
2025-08-11 | 13F | Monashee Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 44 057 | 1,22 | 2 556 | 15,55 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 12 370 | 0,99 | 705 | 13,34 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 15 274 | −42,45 | 871 | −35,51 | ||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 5 776 | 0,00 | 329 | 12,29 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 92 132 | 5 252 | ||||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 25 891 | −0,56 | 1 476 | 11,56 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 13 786 | 0,00 | 786 | 12,14 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 1 | −99,56 | 0 | −100,00 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Bailard, Inc. | 276 374 | −0,64 | 15 756 | 11,44 | ||||
2025-07-07 | 13F | Modus Advisors, LLC | 14 347 | 0,12 | 818 | 12,23 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 162 | 0,00 | 66 | 11,86 | ||||
2025-08-27 | NP | HCIGX - The Institutional Growth Equity Portfolio HC Strategic Shares | 2 063 400 | 0,00 | 117 634 | 12,16 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 913 767 | −16,01 | 52 094 | −5,79 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 49 650 | −15,06 | 2 831 | −4,75 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 18 831 | −1,80 | 1 074 | 10,16 | ||||
2025-07-28 | 13F | Davidson Trust Co | 32 677 | −1,71 | 1 863 | 10,24 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 8 065 | 0,00 | 460 | 12,22 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 147 866 | −11,85 | 7 818 | −6,68 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 123 783 | −0,83 | 7 057 | 11,22 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 5 272 | 0,00 | 301 | 12,36 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 50 485 | −48,05 | 2 878 | −41,73 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 68 817 | 0,57 | 3 923 | 12,79 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 86 579 | −7,58 | 5 | 0,00 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 414 581 | 2,33 | 23 635 | 14,77 | ||||
2025-08-14 | 13F | RPTC Inc. | 678 027 | 0,57 | 38 654 | 12,80 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 2 852 | 0,00 | 163 | 12,50 | ||||
2025-08-14 | 13F | First Foundation Advisors | 8 865 | 48,62 | 505 | 66,67 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 23 828 | 0,00 | 1 358 | 12,14 | ||||
2025-08-08 | 13F | Petix & Botte Co | 13 556 | −12,07 | 773 | −1,40 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 27 098 | −13,09 | 1 545 | −2,53 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 11 700 | −0,16 | 667 | 12,10 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 019 031 | −9,92 | 115 105 | 1,03 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 14 736 | −12,15 | 840 | −1,41 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 46 896 | 23,41 | 2 674 | 38,43 | ||||
2025-08-26 | NP | ISQAX - Voya Solution 2035 Portfolio Class ADV | 514 874 | −5,22 | 29 353 | 6,30 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 4 747 | 271 | ||||||
2025-07-08 | 13F | Range Financial Group LLC | 3 785 | 216 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 32 999 | 0,76 | 1 881 | 13,04 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 9 897 | 0,72 | 564 | 13,03 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 8 035 | −6,52 | 458 | 5,05 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Embree Financial Group | 6 046 | 345 | ||||||
2025-08-07 | 13F | Gs Investments, Inc. | 37 570 | 0,00 | 2 142 | 12,15 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 2 937 951 | −18,78 | 163 291 | −11,60 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 26 745 | 17,51 | 1 525 | 31,83 | ||||
2025-05-14 | 13F | Sellwood Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 69 429 | −20,32 | 3 958 | −10,61 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 569 871 | 2,40 | 32 878 | 16,22 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 21 531 | 1,85 | 1 227 | 14,25 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 100 794 | 0,14 | 5 746 | 12,31 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 19 938 | 244,35 | 1 137 | 286,39 | ||||
2025-07-29 | 13F | TFC Financial Management | 3 861 | 70,99 | 220 | 92,98 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 56 469 | −0,05 | 3 219 | 12,12 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 166 707 | −19,87 | 9 504 | −10,14 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 152 874 | 26,98 | 7 771 | 34,97 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 1 148 795 | 5,57 | 65 493 | 18,40 | ||||
2025-07-09 | 13F | Exchange Bank | 14 586 | −0,16 | 832 | 11,99 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 4 928 060 | −3,73 | 280 949 | 7,98 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 285 460 | 2,00 | 16 274 | 14,40 | ||||
2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 75 433 | −65,80 | 4 300 | −61,65 | ||||
2025-08-12 | 13F | Fortem Financial Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 30 953 | 7,21 | 1 765 | 20,25 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 551 | −14,84 | 28 | −9,68 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 208 246 | 2,77 | 11 872 | 15,26 | ||||
2025-08-05 | 13F | Connable Office Inc | 1 318 862 | −2,54 | 75 188 | 9,31 | ||||
2025-07-14 | 13F | Northland Capital Management LLC | 110 686 | 8,00 | 6 310 | 21,14 | ||||
2025-07-22 | 13F | Joule Financial, LLC | 136 821 | −0,58 | 7 800 | 11,51 | ||||
2025-08-01 | 13F | Unconventional Investor, LLC | 230 946 | −1,17 | 13 166 | 10,84 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 249 553 | −8,11 | 14 302 | 3,60 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 1 732 | −20,91 | 99 | −11,71 | ||||
2025-08-11 | 13F | Advisor Resource Council | 5 753 | −96,57 | 328 | −96,03 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 763 393 | 80,45 | 43 521 | 102,40 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 125 615 | 0,00 | 7 161 | 12,15 | ||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 3 798 | 217 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 9 282 597 | 13,04 | 529 201 | 26,78 | ||||
2025-08-12 | 13F | Argent Trust Co | 353 898 | 12,21 | 20 176 | 25,85 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 43 063 | −3,95 | 2 455 | 7,77 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 4 770 360 | 7,51 | 271 958 | 20,58 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 126 394 | 1 072,05 | 7 206 | 1 214,78 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 22 674 | 4,40 | 1 293 | 17,14 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 682 289 | 67,95 | 38 897 | 88,37 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 6 558 | −3,20 | 374 | 8,43 | ||||
2025-08-26 | NP | IASPX - Voya Solution 2055 Portfolio Class ADV | 230 461 | −5,05 | 13 139 | 6,49 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 25 066 | 3,28 | 1 429 | 15,90 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 13 287 | 77,35 | 757 | 99,21 | ||||
2025-07-18 | 13F | Swp Financial Llc | 6 405 | 0,00 | 365 | 12,31 | ||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 4 473 | 255 | ||||||
2025-07-29 | 13F | Aspiriant, Llc | 134 618 | −7,64 | 7 675 | 3,59 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 35 200 | 402,86 | 2 007 | 465,07 | |||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 141 754 | 0,61 | 8 081 | 12,85 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 878 694 | −0,76 | 50 094 | 11,31 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 000 | 228 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 1 738 251 | −0,88 | 99 | 12,50 | ||||
2025-05-15 | 13F | DRW Securities, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 9 351 | −1,23 | 533 | 10,81 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 28 388 | −26,18 | 1 618 | −17,20 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 100 527 | 574,72 | 5 731 | 657,07 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 3 384 016 | −49,29 | 192 923 | −43,13 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 30 739 | 8,47 | 1 752 | 21,67 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 125 467 | −0,46 | 7 153 | 11,65 | ||||
2025-07-07 | 13F | General Partner, Inc. | 55 579 | 11 015,80 | 3 169 | 12 572,00 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 586 | 9,68 | 90 | 23,29 | ||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 406 892 | 2,73 | 23 197 | 15,21 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 982 | 0,00 | 56 | 12,24 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 8 126 | −12,54 | 463 | −1,91 | ||||
2025-08-05 | 13F | Navalign, LLC | 5 665 | −7,13 | 323 | 3,87 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 199 116 | −1,94 | 10 121 | 4,23 | ||||
2025-06-03 | 13F | Invst, LLC | 183 758 | 3 762,90 | 9 340 | 4 014,54 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 5 377 | −6,55 | 307 | 4,79 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 12 025 | 82,00 | 686 | 104,48 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Becker Capital Management Inc | 147 208 | −5,43 | 8 392 | 6,07 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 19 376 | 0,37 | 1 105 | 12,54 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 7 880 481 | 18,57 | 449 267 | 32,99 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 82 753 | −12,85 | 5 | 0,00 | ||||
2025-08-07 | 13F | Nwam Llc | 100 054 | 24,66 | 5 674 | 39,10 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 133 315 | −31,93 | 7 600 | −23,66 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 22 926 | 0,00 | 1 307 | 12,19 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2 936 | −22,41 | 167 | −13,02 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 628 | 8,62 | 948 | 21,72 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 11 599 538 | −25,69 | 661 290 | −16,65 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 206 | −0,28 | 183 | 11,66 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 649 | 6,32 | 94 | 20,51 | ||||
2025-07-08 | 13F | Next Level Private LLC | 8 094 | −1,53 | 461 | 10,55 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 762 984 | 13,56 | 43 | 26,47 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 175 | 335,80 | 238 | 393,75 | ||||
2025-06-27 | NP | THIDX - Toews Tactical Oceana Fund | 464 800 | 26,48 | 24 574 | 33,90 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 71 738 | 2,15 | 4 090 | 14,57 | ||||
2025-07-23 | 13F | Hemenway Trust Co LLC | 10 623 | −15,43 | 606 | −5,17 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 30 906 | −0,16 | 1 762 | 7,64 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 15 706 | 46,98 | 895 | 64,83 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 765 | 0,00 | 101 | 12,36 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1 017 | 0,00 | 58 | 11,76 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 10 262 | 0,00 | 585 | 12,28 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 252 912 | −1,29 | 14 419 | 10,70 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 4 099 | 1,56 | 234 | 13,66 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 1 032 154 | −0,27 | 58 843 | 11,85 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 5 819 | −7,24 | 332 | 4,09 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 12 847 | −4,31 | 732 | 7,18 | ||||
2025-05-06 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 1 108 580 | −3,12 | 63 200 | 8,66 | ||||
2025-08-04 | 13F | Retirement Systems of Alabama | 25 748 | −8,07 | 1 468 | 3,09 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 264 612 | 13,09 | 15 086 | 26,84 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 28 615 408 | 0,69 | 1 631 364 | 12,93 | ||||
2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 445 978 | 3,95 | 24 787 | 13,13 | ||||
2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 158 160 | 0,00 | 9 017 | 12,15 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 305 | 17 | ||||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 207 307 | 4,50 | 11 819 | 17,49 | ||||
2025-07-23 | 13F | Ami Investment Management Inc | 21 812 | −0,48 | 1 244 | 11,58 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 7 388 | 421 | ||||||
2025-08-14 | 13F | Adventist Health System/ West | 1 131 440 | 0,00 | 64 503 | 12,16 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 20 831 | 19,70 | 1 188 | 34,28 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 151 271 | −5,55 | 8 624 | 5,93 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5 017 | −70,73 | 240 | −72,56 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 125 703 | 27,56 | 7 166 | 43,06 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 438 479 | −5,87 | 24 998 | 5,57 | ||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 3 899 | −1,89 | 222 | 10,45 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 23 351 | −2,68 | 1 331 | 9,19 | ||||
2025-07-22 | 13F | Stanich Group LLC | 7 061 | 3,75 | 402 | 16,52 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 8 469 | 0,17 | 483 | 12,35 | ||||
2025-07-15 | 13F | BCS Wealth Management | 7 033 | 0,90 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 169 920 | −0,02 | 9 687 | 12,14 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 4 474 | 0,00 | 255 | 12,33 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 11 274 | −1,85 | 1 | |||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 52 | 3 | ||||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wit, Llc | 3 964 405 | −1,41 | 226 011 | 10,58 | ||||
2025-07-22 | 13F | Accel Wealth Management | 27 182 | 0,96 | 1 550 | 13,23 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 1 501 | 0,00 | 86 | 11,84 | ||||
2025-07-30 | 13F | Retirement Planning Group | 162 013 | −2,11 | 9 236 | 9,80 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 89 700 | 8,61 | 5 114 | 21,80 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 74 388 | −0,23 | 4 241 | 11,90 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 14 390 | 7,51 | 820 | 20,59 | ||||
2025-05-15 | 13F | Lebenthal Global Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Partners in Financial Planning | 778 594 | −4,88 | 44 388 | 6,68 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Balanced ETF VP Initial | 3 362 611 | −10,32 | 191 702 | 0,58 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 136 196 | −2,55 | 7 809 | 6,58 | ||||
2025-08-14 | 13F | Pecaut & Co. | 21 680 | 2,65 | 1 236 | 15,10 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 45 506 | 1,44 | 2 594 | 13,77 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 50 281 | 2,83 | 2 867 | 15,33 | ||||
2025-07-29 | 13F | Activest Wealth Management | 46 | 0,00 | 3 | 0,00 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 78 601 | −4,28 | 4 481 | 7,38 | ||||
2025-08-06 | 13F | Forbes Financial Planning, Inc. | 139 806 | −26,03 | 7 970 | −17,03 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 23 633 | 2,30 | 1 347 | 14,74 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 43 551 | 0,00 | 2 483 | 12,16 | ||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 14 988 | 4,93 | 854 | 17,63 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 910 398 | 4,70 | 51 902 | 17,43 | ||||
2025-07-31 | 13F | Harbour Investment Management Llc | 4 829 | 0,00 | 275 | 12,24 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 124 147 | −3,86 | 7 055 | 6,64 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 6 479 | 0,02 | 0 | |||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 917 | 52 | ||||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 209 582 | 6 539,85 | 21 | −97,73 | ||||
2025-08-06 | 13F | S&t Bank/pa | 5 344 | −1,35 | 305 | 10,55 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 4 908 | −29,39 | 280 | −20,96 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 696 012 | 0,84 | 40 | 11,43 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Applied Capital LLC | 320 397 | 0,85 | 18 266 | 13,11 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 69 531 | −0,93 | 3 534 | 5,30 | ||||
2025-07-23 | 13F | Charter Trust Co | 515 694 | 14,45 | 29 400 | 28,36 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 66 474 | 3,22 | 3 790 | 15,77 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 322 | 0,00 | 18 | 12,50 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 96 812 | 12,02 | 5 519 | 25,66 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 122 275 | 2,17 | 6 971 | 14,58 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 17 092 | 7,45 | 974 | 20,54 | ||||
2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 116 645 | −65,76 | 6 650 | −61,60 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 5 289 | 0,00 | 302 | 12,31 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 346 452 | −1,17 | 19 751 | 10,85 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 50 701 | 2,29 | 2 890 | 14,73 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 77 375 | 4,17 | 4 411 | 16,85 | ||||
2025-07-28 | 13F | Toews Corp /adv | 432 581 | −10,73 | 24 661 | 0,13 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 90 595 | 4,97 | 5 165 | 17,74 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 4 053 | 0,00 | 206 | 0,00 | ||||
2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 74 082 | −3,04 | 4 117 | 5,54 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 522 972 | −0,52 | 29 815 | 11,57 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 157 868 | −17,98 | 9 000 | −8,00 | ||||
2025-07-28 | 13F | Brown Financial Advisory | 7 903 | 22,13 | 451 | 37,20 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 86 752 | 8,97 | 4 946 | 22,22 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 25 260 | 0,00 | 1 | 0,00 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 256 842 | −6,82 | 14 643 | 4,51 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 127 672 | 2,63 | 7 279 | 15,10 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 36 831 | 38,43 | 2 100 | 55,25 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 6 550 | 60,85 | 373 | 81,07 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 9 811 | 5,01 | 559 | 17,93 | ||||
2025-08-05 | 13F | Huntington National Bank | 330 185 | 14,60 | ||||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 5 775 | 329 | ||||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 14 019 | −2,81 | 799 | 9,00 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 56 903 | −2,90 | 3 244 | 8,93 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 66 979 | 1,65 | 3 818 | 14,00 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 4 812 | 68,02 | 245 | 79,41 | ||||
2025-08-14 | 13F | RBF Capital, LLC | 20 000 | −66,67 | 1 140 | −62,61 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 655 294 | −45,07 | 33 | −42,11 | ||||
2025-05-06 | 13F | JPL Wealth Management, LLC | 13 178 | 131,15 | 661 | 143,01 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 465 615 | 9,78 | 26 545 | 23,13 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 1 566 146 | 1,49 | 89 286 | 13,83 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 3 605 323 | −0,16 | 205 539 | 11,98 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 74 884 | 4 269 | ||||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 551 560 | 2,30 | 31 444 | 14,73 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 282 425 | 0,29 | 16 101 | 12,48 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 4 059 | 0,77 | 231 | 13,24 | ||||
2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 2 739 624 | 30,66 | 156 186 | 46,55 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 3 080 951 | −1,85 | 175 645 | 10,08 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 5 626 | 61,20 | 321 | −99,82 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 92 131 | 5 252 | ||||||
2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 46 668 | −0,25 | 2 661 | 11,91 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 146 382 | 25,76 | 8 345 | 41,06 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 825 | 37,50 | 47 | 56,67 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 26 829 | −0,47 | 1 530 | 11,61 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 4 095 | 233 | ||||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 113 263 | 8,39 | 6 457 | 21,58 | ||||
2025-08-11 | 13F | Cordatus Wealth Management LLC | 9 977 | 1 | ||||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 838 598 | 12,46 | 47 808 | 26,13 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 92 742 | 90,89 | 5 287 | 114,14 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 282 | −38,96 | 16 | −30,43 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 2 932 | 0,00 | 167 | 12,08 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 53 018 | 592,32 | 3 023 | 676,86 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 41 559 | 12,38 | 2 369 | 26,08 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 32 022 | −8,92 | 1 826 | 2,24 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 81 668 | −2,29 | 4 656 | 9,58 | ||||
2025-08-12 | 13F | Viawealth, Llc | 10 140 | −2,37 | 578 | 9,68 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 238 | 470 | ||||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 5 938 | −3,54 | 339 | 8,33 | ||||
2025-07-16 | 13F | Jentner Corp | 14 617 | −1,01 | 833 | 11,07 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 645 339 | −4,18 | 36 791 | 7,47 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 17 600 | 12,21 | 1 003 | 25,85 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 231 331 | −8,51 | 13 188 | 2,61 | ||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 36 567 | 0,38 | 2 085 | 12,59 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 559 747 | 7,27 | 31 911 | 20,31 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 791 710 | 12,31 | 45 135 | 25,96 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 625 327 | −2,94 | 35 650 | 8,86 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 530 | 0,20 | 144 | 12,50 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 10 434 | −18,60 | 587 | −12,54 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 26 383 | 0,00 | 1 504 | 12,16 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 1 137 410 | −0,95 | 64 844 | 11,09 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 23 687 | −0,25 | 1 350 | 11,85 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 1 106 | 0,00 | 63 | 12,50 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 12 599 | −5,17 | 718 | 6,37 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 3 777 | −20,32 | 215 | −10,42 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 465 739 | 39,54 | 26 552 | 56,50 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 873 | −99,77 | 21 819 | 15,11 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 186 068 | 21,20 | 10 608 | 35,93 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 8 150 | −4,20 | 465 | 7,41 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 29 804 | 49,02 | 1 699 | 67,22 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 8 159 | 465 | ||||||
2025-07-11 | 13F | Capital Advantage, Inc. | 14 567 | 2,58 | 830 | 22,24 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 015 989 | −37,70 | 57 881 | −30,42 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | MEMBERS Trust Co | 6 438 | −20,95 | 367 | −11,14 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 11 227 | −0,95 | 640 | 11,11 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 68 420 | 11,61 | 3 901 | 25,16 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 4 062 | 232 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 7 093 | 36,75 | 404 | 53,61 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 13 190 | −0,01 | 752 | 12,09 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 110 033 | 1,06 | 6 273 | 13,34 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 16 695 | −1,82 | 952 | 10,07 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 6 453 | 2,04 | 368 | 14,33 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 48 000 | 0,00 | 2 736 | 12,18 | ||||
2025-07-10 | 13F | Security National Bank | 4 267 | 6,86 | 243 | 20,30 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 4 119 | −22,75 | 235 | −13,65 | ||||
2025-08-12 | 13F | Ames National Corp | 3 736 | 213 | ||||||
2025-08-08 | 13F | L & S Advisors Inc | 36 124 | 11,36 | 2 059 | 24,94 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 482 307 | 9,66 | 27 496 | 23,00 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 20 871 | 1,43 | 1 | |||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 81 333 | −0,64 | 4 637 | 11,44 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 3 955 066 | 25,13 | 225 478 | 40,34 | ||||
2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 528 232 | 26,12 | 29 359 | 37,26 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 67 932 | −0,14 | 3 873 | 12,00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 66 519 | −0,65 | 3 792 | 11,43 | ||||
2025-08-13 | 13F | Capital International Investors | 212 060 | −17,14 | 12 051 | −8,10 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 28 154 | 3,12 | 1 605 | 15,72 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 55 051 672 | −7,68 | 3 138 496 | 3,55 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 435 521 | 61,22 | 24 829 | 80,82 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 573 507 | 0,21 | 32 696 | 12,39 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 275 685 | −15,23 | 15 717 | −4,92 | ||||
2025-08-07 | 13F | Midwest Trust Co | 1 454 549 | 82 924 | ||||||
2025-08-14 | 13F | Newport Capital Group, LLC | 173 624 | 2,21 | 9 899 | 14,64 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 46 853 | 16,49 | 2 671 | 30,68 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 41 294 | 7,71 | 2 354 | 20,84 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 213 003 | 123,28 | 12 143 | 150,42 | ||||
2025-07-28 | 13F | Aries Wealth Management | 31 000 | −27,79 | 1 767 | −19,02 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1 252 494 | 73 016,99 | 71 405 | 14 383,57 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 21 764 | 2,59 | 1 241 | 15,03 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 5 954 | 1,22 | 339 | 13,38 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 202 160 | 5,18 | 11 525 | 17,98 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 5 000 | 0,00 | 285 | 12,20 | ||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 8 859 | 56,99 | 505 | 76,57 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 203 218 | 0,18 | 11 585 | 12,37 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 9 | 0,00 | 1 | |||||
2025-07-15 | 13F | Attessa Capital LLC | 556 777 | −9,82 | 31 750 | 1,17 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 3 551 | 202 | ||||||
2025-07-22 | 13F | Macroview Investment Management Llc | 12 901 | 20,41 | 735 | 35,11 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 8 355 | −6,96 | 476 | 4,39 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | High Note Wealth, LLC | 2 623 | −46,38 | 150 | −39,92 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 10 782 | 7,47 | 615 | 20,63 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 14 647 | −6,72 | 1 | |||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 25 102 | −1,68 | 1 431 | 12,24 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 241 780 | −24,93 | 13 784 | −15,80 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 13 332 | −5,56 | 760 | 6,00 | ||||
2025-08-12 | 13F | Holderness Investments Co | 3 697 | 211 | ||||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 968 406 | 4,01 | 55 209 | 16,66 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 12 851 | 0,18 | 733 | 12,27 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 5 157 | −3,28 | 294 | 8,49 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 3 251 331 | −0,81 | 185 358 | 11,25 | ||||
2025-07-28 | 13F | Nexus Investment Management ULC | 3 024 | 0,00 | 172 | −22,17 | ||||
2025-08-15 | 13F | Great West Life Assurance Co /can/ | 366 914 | 14,36 | 21 | 25,00 | ||||
2025-07-15 | 13F | Gpwm Llc | 341 907 | −3,35 | 19 492 | 8,40 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 81 886 | 0,00 | 4 162 | 0,00 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 6 802 | 32,64 | 387 | 47,33 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 4 475 | 255 | ||||||
2025-08-05 | 13F | Ellevest, Inc. | 600 028 | −82,92 | 34 208 | −80,84 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 49 514 | −2,34 | 2 823 | 9,51 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 4 917 471 | 4,34 | 264 389 | 9,81 | ||||
2025-08-06 | 13F | Excalibur Management Corp | 4 058 | 0,00 | 231 | 12,14 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 6 550 | 5,29 | 375 | 18,35 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 8 670 | −34,68 | 494 | −26,71 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 4 091 | 233 | ||||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 31 859 | 3,00 | 1 816 | 15,52 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 245 763 | −0,01 | 14 011 | 12,14 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 5 341 | −12,49 | 305 | −1,94 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 108 745 | 23,58 | 6 200 | 38,62 | ||||
2025-06-25 | NP | HFXI - IQ 50 Percent Hedged FTSE International ETF | 95 500 | 599,07 | 5 049 | 638,16 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 362 108 | 59,59 | 20 644 | 78,99 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 1 429 066 | 2,78 | 81 471 | 15,28 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 624 076 | 14,06 | 35 579 | 27,93 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 179 | 67 | ||||||
2025-07-09 | 13F | Byrne Asset Management LLC | 100 | −21,26 | 6 | −16,67 | ||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 66 513 | −0,45 | 3 792 | 11,63 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 11 260 | 0,00 | 642 | 12,06 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 515 423 | 0,05 | 29 384 | 12,22 | ||||
2025-08-12 | 13F | Umpqua Bank | 3 981 | −20,08 | 227 | −10,67 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 300 | 0,00 | 17 | 13,33 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 3 860 | 220 | ||||||
2025-07-29 | 13F | FLC Capital Advisors | 13 027 | 134,51 | 743 | 163,12 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 23 792 | 11,09 | 1 356 | 24,63 | ||||
2025-07-09 | 13F | Sivia Capital Partners, LLC | 4 443 | 0,02 | 253 | 12,44 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 36 230 | −0,14 | 2 065 | 11,98 | ||||
2025-07-14 | 13F | Ai Financial Services Llc | 90 921 | 0,20 | 5 183 | 12,38 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 7 995 | −8,25 | 456 | 2,94 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 242 299 | −3,03 | 13 813 | 8,76 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 488 080 | 40,59 | 27 826 | 57,68 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 4 198 | −76,53 | 239 | −73,71 | ||||
2025-08-07 | 13F | Prime Buchholz LLC | 448 792 | −2,25 | 25 586 | 9,64 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 106 820 | 1,37 | 6 090 | 13,69 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 9 954 | −67,71 | 567 | −63,82 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 413 357 | −0,28 | 23 565 | 11,85 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 81 664 | 93,57 | 4 656 | 117,12 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 96 040 | 8,63 | 5 475 | 21,86 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 644 398 | −5,66 | 36 737 | 5,82 | ||||
2025-08-01 | 13F | Pavion Blue Capital, LLC | 3 995 | 0,00 | 228 | 11,82 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 16 824 | −0,01 | 959 | 12,16 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 3 696 | 211 | ||||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 47 260 | −24,51 | 2 694 | −15,34 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 19 859 881 | −10,91 | 1 132 210 | −0,08 | ||||
2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 5 423 | 0,00 | 309 | 12,36 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 2 540 | 145 | ||||||
2025-07-15 | 13F | MCF Advisors LLC | 1 537 | −37,92 | 88 | −30,40 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 4 267 | 0,00 | 243 | 12,50 | ||||
2025-08-14 | 13F | Glenview Trust Co | 16 992 | 1,78 | 969 | 14,15 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 210 359 | 19,59 | 240 011 | 34,09 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 3 879 | −2,29 | 221 | 9,95 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 51 901 | 15,90 | 2 959 | 29,96 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 5 431 | 27,64 | 310 | 43,06 | ||||
2025-07-09 | 13F | Efficient Frontier Advisors LLC | 5 616 | 0,30 | 320 | 12,68 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 277 000 | 1,74 | 15 792 | 14,11 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 99 513 | 0,00 | 5 058 | 0,00 | ||||
2025-05-15 | 13F | Boyer & Corporon Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Baron Wealth Management LLC | 50 937 | 0,66 | 2 904 | 12,87 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 388 840 | −7,27 | 22 168 | 4,00 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 7 318 | −17,49 | 0 | |||||
2025-07-21 | 13F | Jmac Enterprises Llc | 275 136 | 35,15 | 15 686 | 51,59 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 8 720 | −0,21 | 497 | 11,94 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 8 481 | 27,04 | 484 | 42,48 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 897 817 | 10,20 | 51 185 | 23,59 | ||||
2025-08-07 | 13F | Summit X, LLC | 12 810 | 110,28 | 730 | 136,25 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 66 940 | 78,59 | 4 | 200,00 | ||||
2025-08-27 | NP | VZICX - Vanguard International Core Stock Fund Admiral Shares | 1 791 272 | 115,77 | 102 120 | 142,01 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 311 466 | 0,64 | 17 757 | 12,87 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 32 092 | 51,28 | 1 830 | 69,67 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 2 741 381 | −1,23 | 156 286 | 10,78 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 157 479 | 8,23 | 8 978 | 21,38 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 31 742 | −12,17 | 2 | 0,00 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 368 204 | 4,98 | 20 991 | 17,75 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 759 112 | 5,99 | 38 586 | 12,66 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 283 787 | −4,51 | 16 179 | 7,10 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 38 191 | 0,44 | 2 177 | 12,68 | ||||
2025-07-18 | 13F | Vicus Capital | 9 790 | 558 | ||||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 31 531 | 10,32 | 1 798 | 23,76 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 4 396 | 1,74 | 0 | |||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 4 753 | 0,00 | 271 | 12,03 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 25 542 | −0,88 | 1 456 | 11,23 | ||||
2025-07-09 | 13F | Roth Financial Partners LLC | 175 048 | 0,43 | 9 975 | 12,46 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 93 226 | −1,50 | 5 | 25,00 | ||||
2025-08-15 | 13F | State of Tennessee, Treasury Department | 4 367 054 | −6,56 | 248 966 | 4,80 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 183 259 | 249,25 | 10 448 | 291,71 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 368 965 | −15,10 | 21 035 | −4,78 | ||||
2025-08-20 | NP | POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares | 182 279 | 2,82 | 10 392 | 15,31 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 984 060 | 3,21 | 56 101 | 15,76 | ||||
2025-07-16 | 13F | Novem Group | 24 634 | −84,62 | 1 404 | −82,75 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 4 722 | 0,02 | 269 | 12,55 | ||||
2025-07-15 | 13F | Maseco Llp | 29 170 | 1 663 | ||||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 307 280 | −0,90 | 17 518 | 11,15 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 22 356 | 0,06 | 1 274 | 12,25 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 49 619 | 0,74 | 2 829 | 12,98 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 4 452 | 254 | ||||||
2025-08-06 | 13F | SP Asset Management LLC | 3 653 | 208 | ||||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 123 152 | 4,56 | 7 021 | 17,27 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 126 856 | −3,32 | 7 232 | 8,44 | ||||
2025-08-13 | 13F | M&t Bank Corp | 5 785 694 | −3,94 | 329 843 | 7,74 | ||||
2025-08-04 | 13F | Ledyard National Bank | 12 920 | −28,97 | 737 | −20,35 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 396 543 | −1,44 | 22 607 | 10,54 | ||||
2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 273 380 | 6,60 | 15 194 | 16,01 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 505 319 | 28 808 | ||||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 8 651 | −19,15 | 493 | −9,21 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 12 301 | 45,26 | 701 | 63,02 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 496 | −29,24 | 28 | −20,00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 19 234 | −0,74 | 1 097 | 11,38 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 64 943 | −25,13 | 3 702 | −14,42 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 320 | 0,00 | 0 | |||||
2025-08-12 | 13F | Fairscale Capital, LLC | 747 | 0,00 | 42 | 10,81 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 427 | 24 | ||||||
2025-08-28 | NP | MISAX - Victory Trivalent International Small-Cap Fund Class A | 196 178 | −71,81 | 11 184 | −66,39 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 31 031 | −4,31 | 1 794 | 10,14 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 31 791 | 29,50 | 1 812 | 40,90 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 999 160 | −1,65 | 56 962 | 10,30 | ||||
2025-08-12 | 13F | Zacks Investment Management | 25 283 | −11,51 | 1 441 | −0,76 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 13 649 | −5,46 | 778 | 6,14 | ||||
2025-07-11 | 13F | Myecfo, Llc | 406 528 | 1,21 | 23 176 | 13,52 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 5 133 | −21,86 | 293 | −12,31 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 63 237 | 12,34 | 3 605 | 26,00 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 4 102 | −5,92 | 0 | |||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 259 228 | −0,03 | 14 779 | 19,18 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 995 | 0,00 | 57 | 12,00 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 10 848 | 0,03 | 618 | 12,16 | ||||
2025-05-08 | 13F | Goodman Financial Corp | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Perennial Advisors, LLC | 42 423 | 3,82 | 2 419 | 16,42 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 153 041 | 3,51 | 9 | 14,29 | ||||
2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 46 642 | 763,58 | 2 466 | 812,96 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 36 060 | 0,01 | 2 056 | 12,17 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 580 140 | 2,70 | 33 074 | 15,19 | ||||
2025-08-12 | 13F | Martin Worley Group | 4 902 | 24,45 | 279 | 39,50 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 610 536 | 23,97 | 33 934 | 34,92 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 4 787 | 273 | ||||||
2025-07-24 | 13F | Eastern Bank | 2 211 554 | 2,43 | 126 081 | 14,88 | ||||
2025-08-12 | 13F | Cadence Wealth Management LLC | 4 382 | 250 | ||||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 504 | 0,00 | 29 | 12,00 | ||||
2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 21 104 | 0,90 | 1 203 | 13,17 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 4 450 425 | −1,64 | 253 719 | 10,31 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 17 456 | −4,78 | 995 | 6,87 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 157 884 | 54,14 | 9 001 | 72,88 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 21 172 | −0,19 | 1 207 | 11,97 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 530 796 | 0,91 | 30 261 | 13,18 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1 789 067 | −7,80 | 99 436 | 0,35 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 82 589 | 0,31 | 4 708 | 12,50 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 171 889 | 2,01 | 9 799 | 14,42 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 69 185 | 2,67 | 3 944 | 15,15 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 320 673 | 6,24 | 18 282 | 19,16 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 73 551 | 6,07 | 4 193 | 18,98 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 769 | 0,00 | 44 | 10,26 | ||||
2025-08-14 | 13F | KKM Financial LLC | 11 162 | 0,00 | 635 | 9,29 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 890 | 0,00 | 165 | 12,33 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 4 490 716 | −0,21 | 256 015 | 11,92 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 16 218 | 0,31 | 1 | |||||
2025-07-11 | 13F | LongView Wealth Management | 39 787 | −9,49 | 2 268 | 1,52 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 185 095 | −9,12 | 9 408 | −3,56 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 491 251 | 16,42 | 28 006 | 30,58 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 451 454 | 2,72 | 26 410 | 20,23 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 16 378 | 0,30 | 934 | 12,41 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 301 320 | 53,98 | 17 178 | 72,71 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 621 136 | 27,30 | 35 411 | 42,78 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 3 759 | 214 | ||||||
2025-07-17 | 13F | Albion Financial Group /ut | 760 | −12,64 | 43 | −2,27 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 5 024 | 0,00 | 286 | 12,16 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 8 493 | 1,83 | 484 | 14,42 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 129 923 | 0,00 | 7 407 | 6,90 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 5 385 | 8,24 | 307 | 21,43 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 373 183 | −1,70 | 21 275 | 10,25 | ||||
2025-08-08 | 13F | Creative Planning | 132 070 439 | −4,54 | 7 529 336 | 7,07 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 27 267 | 2,14 | 1 554 | 14,60 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 2 703 | −1,96 | 154 | 10,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 400 008 | −0,11 | 22 804 | 19,08 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 51 316 | −26,53 | 2 926 | −17,61 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 17 030 | 971 | ||||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 4 282 | 6,70 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 46 760 | −17,46 | 2 666 | −7,43 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 21 457 | 15,75 | 1 223 | 29,83 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 10 140 | −35,77 | 1 004 | 25,06 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 41 357 | 0,01 | 2 358 | 12,13 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 3 614 | −95,70 | 0 | −100,00 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 144 956 | −0,28 | 8 264 | 11,84 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 309 124 | −1,76 | 17 623 | 10,19 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 190 551 | 6,04 | 10 863 | 18,93 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 7 989 | 16,58 | 455 | 30,75 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 121 | 7 | ||||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 600 531 | 44,90 | 34 236 | 62,52 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8 455 | 1,02 | 482 | 13,41 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 10 935 | 168,28 | 623 | 200,97 | ||||
2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 531 391 | 7,73 | 30 295 | 20,83 | ||||
2025-07-25 | NP | DEEF - Xtrackers FTSE Developed ex US Comprehensive Factor ETF | 1 800 | 0,00 | 100 | 9,89 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 3 516 | −25,89 | 200 | −17,01 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 3 022 399 | 1,25 | 172 307 | 13,56 | ||||
2025-07-23 | 13F | Equitable Trust Co | 5 182 | −4,90 | 295 | 6,88 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 607 866 | 6,24 | 34 654 | 19,15 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 6 281 277 | 1,75 | 358 096 | 14,13 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 368 123 | 3,24 | 20 987 | 15,79 | ||||
2025-07-11 | 13F | Great Waters Wealth Management | 4 701 | 0,00 | 268 | 12,61 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 37 065 | 2 113 | ||||||
2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 556 290 | −2,16 | 32 | 10,71 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 527 815 | −0,12 | 29 336 | 8,70 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 7 543 | 0,00 | 383 | 0,00 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 445 | 25 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 936 976 | −0,42 | 53 417 | 11,68 | ||||
2025-07-23 | 13F | Sachetta, LLC | 26 268 | −1,34 | 1 498 | 10,64 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 1 622 | −19,54 | 92 | −9,80 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 3 842 | 0,00 | 219 | 12,31 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 109 730 | −3,46 | 6 256 | 8,27 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 28 361 | −36,07 | 1 617 | −28,31 | ||||
2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 77 716 | 10,98 | 4 319 | 20,78 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 8 732 | 3,46 | 498 | 15,85 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 123 447 | −0,69 | 7 038 | 11,38 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 5 859 | 0,00 | 298 | 6,07 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 499 246 | 4,80 | 28 462 | 17,54 | ||||
2025-08-14 | 13F | Brandywine Trust Co | 134 083 | −1,42 | 7 644 | 10,57 | ||||
2025-08-12 | 13F | Ensign Peak Advisors, Inc | 222 384 | 12 678 | ||||||
2025-07-15 | 13F | North Star Investment Management Corp. | 74 626 | 13,38 | 4 254 | 27,17 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 10 558 | −16,20 | 610 | −4,84 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 42 569 | −29,85 | 2 427 | −21,34 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 7 576 249 | 5,37 | 431 922 | 18,18 | ||||
2025-08-13 | 13F | Causeway Capital Management Llc | 245 142 | −39,61 | 13 976 | −32,27 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 157 921 | −11,36 | 9 003 | −0,59 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 1 300 | −6,81 | 414 | 3,24 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 214 702 | −1,61 | 12 240 | 10,36 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8 080 383 | −1,05 | 460 663 | 10,98 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 5 635 | 49,67 | 321 | 62,94 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 063 162 | 4,88 | 117 619 | 17,64 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 104 851 | 6,36 | 5 978 | 19,30 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 32 713 | −5,80 | 1 865 | 5,61 | ||||
2025-07-31 | 13F | GenTrust, LLC | 126 854 | −3,46 | 7 232 | 8,26 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 840 | −2,28 | 276 | 9,56 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 780 373 | 19,97 | 44 489 | 34,56 | ||||
2025-07-07 | 13F | Hedges Asset Management LLC | 4 000 | 0,00 | 228 | 12,32 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 218 824 | 20,84 | 12 475 | 35,54 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 474 437 | −2,98 | 27 114 | 9,07 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 1 005 173 | 4,37 | 57 305 | 17,06 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 398 615 | 9,21 | 22 725 | 22,49 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24 549 | −0,49 | 1 400 | 11,56 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 459 531 | 10,11 | 26 198 | 23,50 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1 234 441 | 6,27 | 70 375 | 19,19 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 342 | 0,00 | 19 | 11,76 | ||||
2025-07-14 | 13F | Gries Financial Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 537 607 | −2,18 | 30 547 | 9,35 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 59 781 | −2,46 | 3 417 | 9,70 | ||||
2025-08-05 | 13F | Lincoln National Corp | 2 673 330 | −18,14 | 152 407 | −8,19 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 646 249 | 2,62 | 36 843 | 15,10 | ||||
2025-07-29 | 13F | Yoffe Investment Management, LLC | 7 089 | 0,00 | 404 | 12,22 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 2 650 | 44 066,67 | 151 | −33,77 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 6 727 | 0,00 | 384 | 12,32 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 110 819 | −4,68 | 6 318 | 6,90 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 2 658 | −4,46 | 152 | 7,09 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 185 | 0,00 | 11 | 11,11 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 44 980 | −2,05 | 2 564 | 9,85 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 2 362 653 | 134 695 | ||||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 1 233 662 | 8,92 | 70 331 | 22,17 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 31 794 | 0,00 | 1 813 | 12,13 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 20 830 | 1,92 | 1 188 | 14,35 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 196 786 | −12,15 | 11 219 | −1,47 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 89 732 | −42,30 | 5 116 | −35,29 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 8 871 | 0,00 | 506 | 12,22 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 195 217 | −34,87 | 11 129 | −22,35 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 356 922 | 46,43 | 20 348 | 64,24 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 826 | 39,60 | 275 | 57,14 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 2 220 | 0,00 | 127 | 12,50 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 26 901 | 29,77 | 1 534 | 45,58 | ||||
2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 15 306 034 | 37,17 | 872 597 | 53,85 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 12 042 | 687 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 846 824 | 2,65 | 48 | 17,07 | ||||
2025-08-12 | 13F | Archer Investment Corp | 64 046 | 10,10 | 3 651 | 23,51 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 4 178 | −5,24 | 238 | 6,25 | ||||
2025-08-06 | 13F | Miller Investment Management, LP | 15 842 | −3,06 | 903 | 8,80 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 273 060 | 0,82 | 16 | 15,38 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 465 963 | −1,16 | 26 565 | 10,86 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 34 521 | −6,17 | 1 968 | 5,24 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 568 128 | −3,90 | 89 399 | 7,79 | ||||
2025-08-06 | 13F | DDFG, Inc | 99 119 | 3,66 | 5 651 | 16,26 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 80 563 | 489,34 | 4 593 | 561,67 | ||||
2025-05-13 | 13F | Inspire Trust Co, N.a. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 59 496 | −0,65 | 3 392 | 11,40 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 6 975 | 7,44 | 398 | 20,67 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 2 104 786 | 758,68 | 119 994 | 863,10 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 45 960 | −1,53 | 2 620 | 10,46 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 42 173 | 18,31 | 2 404 | 32,74 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 62 971 | 5,36 | 3 590 | 18,14 | ||||
2025-07-30 | 13F | Advantage Trust Co | 8 438 | 1 051,16 | 481 | 1 200,00 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 125 442 | −5,40 | 7 151 | 6,10 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 19 899 | 0,00 | 1 134 | 12,17 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 55 122 | 19,85 | 3 143 | 34,45 | ||||
2025-07-25 | 13F | Orca Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Manuka Financial, LLC | 75 568 | −47,31 | 4 308 | −40,90 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 37 248 | −32,31 | 2 124 | −24,07 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 174 541 | −8,77 | 9 951 | 2,32 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 476 314 | 4,82 | 27 155 | 17,56 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 960 387 | 0,81 | 54 752 | 13,06 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 684 598 | 4,20 | 39 029 | 16,87 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 6 829 | 2,31 | 389 | 14,75 | ||||
2025-08-08 | 13F | Hudock, Inc. | 396 163 | −1,51 | 22 585 | 10,46 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 5 395 | 6,66 | 308 | 19,46 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 1 983 512 | 1,40 | 113 080 | 13,72 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 204 634 | −12,49 | 11 666 | −1,85 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 41 | 0,00 | 2 | 0,00 | ||||
2025-07-14 | 13F | Gridiron Partners, LLC | 26 975 | 0,00 | 1 538 | 12,11 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 52 455 | 0,00 | 3 | 0,00 | ||||
2025-04-11 | 13F | Hoese & Co LLP | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 14 851 | −5,28 | 841 | 6,32 | ||||
2025-08-29 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 194 445 | 228,06 | 11 085 | 268,03 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 7 882 | 0,11 | 449 | 12,25 | ||||
2025-07-21 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 33 966 | 2,61 | 1 936 | 15,10 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 207 | 12 | ||||||
2025-08-05 | 13F | Burney Co/ | 7 969 | −19,51 | 454 | −9,74 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 370 452 | −2,03 | 21 119 | 9,88 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 274 096 | −8,67 | 15 626 | 2,44 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 25 127 | 1,42 | 1 432 | 13,74 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 3 742 | 42,39 | 213 | 61,83 | ||||
2025-08-01 | 13F | First National Trust Co | 62 153 | −0,54 | 3 543 | 11,56 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 9 360 | 8,21 | 534 | 14,13 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 73 186 | 0,31 | 4 172 | 12,51 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 6 937 | −17,28 | 395 | −7,28 | ||||
2025-08-12 | 13F | Nuveen, LLC | 99 600 | −3,75 | 5 678 | 7,97 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 600 | −0,56 | 262 | 11,49 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 335 804 | 20,48 | 19 144 | 35,13 | ||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 59 815 | −2,45 | 3 410 | 9,44 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 16 602 | −0,80 | 946 | 11,29 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 041 | 178 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 120 846 | 1,83 | 177 919 | 14,21 | ||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 150 500 | −0,33 | 8 894 | 11,80 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 423 541 | −3,66 | 24 146 | 8,06 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 11 437 | −1,04 | 652 | 11,07 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 56 146 | −4,74 | 3 201 | 6,84 | ||||
2025-04-11 | 13F | Davis Capital Management | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 133 626 | 6,17 | 7 618 | 19,07 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 268 589 | 0,00 | 15 312 | 12,17 | ||||
2025-07-21 | 13F | Riverview Trust Co | 48 354 | 0,00 | 2 757 | 12,17 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 15 949 | 37,63 | 909 | 54,33 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | S.A. Mason LLC | 14 846 | 0,00 | 846 | 12,20 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 80 | 0,00 | 5 | 0,00 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 67 804 | 2,08 | 3 865 | 14,48 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 69 477 | 41,27 | 3 961 | 58,46 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 759 390 | 0,26 | 43 293 | 12,45 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 46 693 | 0,19 | 2 662 | 12,37 | ||||
2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 4 297 | 4,88 | 0 | |||||
2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 25 456 | −18,96 | 1 451 | −9,09 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 122 795 | 7 001 | ||||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 15 915 | −4,71 | 907 | 6,96 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 6 270 | 4,81 | 357 | 17,43 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 10 881 | −9,90 | 620 | 1,14 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 19 550 | 1,15 | 1 115 | 13,44 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 8 687 | 0,17 | 495 | 12,50 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 460 205 | 3,62 | 26 236 | 16,21 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 348 607 | 5,74 | 19 874 | 18,59 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 87 120 | −1,93 | 4 967 | 9,99 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 251 072 | −0,17 | 14 314 | 11,97 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 9 450 | 18,30 | 539 | 32,51 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 1 053 909 | 4,75 | 60 083 | 17,48 | ||||
2025-08-12 | 13F | Ade, Llc | 267 089 | 0,79 | 15 227 | 13,04 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 8 847 | 0,00 | 504 | 12,25 | ||||
2025-07-22 | 13F | Unique Wealth, Llc | 51 636 | 47,00 | 2 944 | 64,87 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 112 975 | −3,84 | 6 441 | 7,85 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 6 340 | 0,00 | 361 | 12,11 | ||||
2025-08-14 | 13F | Crestmont Private Wealth LLC | 246 364 | 0,38 | 14 045 | 12,59 | ||||
2025-08-05 | 13F | Snider Financial Group | 9 842 | −8,81 | 561 | 2,37 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 23 492 | 0,00 | 1 194 | 0,00 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 6 095 | −0,96 | 347 | 11,22 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 14 353 | 818 | ||||||
2025-08-05 | 13F | Hills Bank & Trust Co | 2 040 018 | 6,60 | 116 301 | 19,56 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 14 343 | −6,27 | 818 | 0,99 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 59 013 | 3 364 | ||||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 125 158 | −3,68 | 7 135 | 8,04 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 6 051 | 8,27 | 345 | 21,13 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 355 506 | 13,34 | 20 267 | 27,12 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 176 445 | −37,09 | 10 059 | −29,44 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 5 863 | 24,51 | 334 | 39,75 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 3 548 | 202 | ||||||
2025-08-13 | 13F | First Trust Advisors Lp | 37 370 | −2,15 | 2 130 | 9,74 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 515 723 | −27,66 | 29 401 | −18,87 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 269 | 0,00 | 15 | 15,38 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 5 416 | 0,00 | 309 | 12,00 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 44 | 0,00 | 3 | 0,00 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 5 153 | 1,92 | 294 | 14,45 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 5 808 | 0,00 | 331 | 12,20 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 28 597 | 2,42 | 1 630 | 14,87 | ||||
2025-08-12 | 13F | Camden National Bank | 212 939 | 5,76 | 12 140 | 18,61 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 100 | 0,00 | 6 | 0,00 | ||||
2025-08-06 | 13F | North Capital, Inc. | 2 697 | 0,00 | 154 | 11,68 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 395 778 | −1,87 | 22 563 | 10,06 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 6 551 | 0,00 | 373 | 12,35 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 48 896 | 0,62 | 2 788 | 12,83 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fiduciary Group LLC | 399 571 | 0,57 | 22 780 | 12,80 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 176 054 | 3,58 | 10 037 | 16,17 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 18 692 | −7,32 | 1 066 | 3,90 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 144 526 | 24,40 | 8 239 | 39,53 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 635 | 11,01 | 36 | 24,14 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 51 675 | 5,36 | 2 946 | 18,17 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 740 | 0,27 | 42 | 13,51 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 196 309 | 158,24 | 11 192 | 189,70 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 98 519 | 3,33 | 5 617 | 15,89 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 7 866 | 10,00 | 448 | 23,42 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Graypoint LLC | 22 335 | 0,24 | 1 273 | 12,46 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 37 868 | 2,09 | 2 159 | 14,48 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 23 819 | 2,19 | 1 358 | 14,61 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 39 161 | −0,90 | 2 233 | 11,16 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 17 936 | 0,04 | 912 | 6,30 | ||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 83 250 | −7,57 | 4 746 | 3,67 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 209 280 | 1,55 | 11 931 | 8,20 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 26 513 | −22,37 | 1 512 | −13,66 | ||||
2025-05-07 | 13F | Syntax Research, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 25 618 | −1,37 | 1 461 | 10,61 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 367 943 | 7,02 | 20 976 | 20,03 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 8 781 | −11,36 | 501 | −0,60 | ||||
2025-07-21 | 13F | Capital Planning LLC | 4 077 | 0,00 | 232 | 12,08 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 131 497 | −5,08 | 7 497 | 6,46 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 60 215 | 3,07 | 3 433 | 15,59 | ||||
2025-08-01 | 13F | Jennison Associates Llc | 13 274 | 757 | ||||||
2025-07-22 | 13F | Old National Bancorp /in/ | 1 749 308 | 21,05 | 99 728 | 35,76 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 490 | 0,00 | 28 | 12,50 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 104 906 | −1,23 | 5 981 | 10,78 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Tepp RIA, LLC | 10 962 | −38,42 | 625 | −30,97 | ||||
2025-08-01 | 13F | Wincap Financial Llc | 128 637 | 6,09 | 7 334 | 18,98 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 10 581 | 0,11 | 603 | 12,29 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 092 | 0,17 | 518 | 12,36 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 4 517 468 | 9,06 | 257 541 | 22,32 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 8 134 | −3,66 | 464 | 7,93 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 161 865 | −0,27 | 9 228 | 11,84 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 502 099 | 2,22 | 28 625 | 14,65 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 108 134 | 1,23 | 6 010 | 10,87 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 122 532 | 5,63 | 63 996 | 18,47 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 33 710 | −3,66 | 1 922 | 8,04 | ||||
2025-07-22 | 13F | Strid Group, LLC | 521 911 | 29 754 | ||||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 93 642 | 13,16 | 5 339 | 26,91 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 72 786 | 3,15 | 4 150 | 15,70 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 22 995 | 27,66 | 1 311 | 43,17 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 20 221 | 4,82 | 1 152 | 17,45 | ||||
2025-08-13 | 13F | KilterHowling LLC | 136 244 | 0,91 | 7 767 | 7,88 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 30 573 | −8,14 | 1 743 | 3,02 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 5 950 | −10,66 | 339 | 0,30 | ||||
2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 948 677 | 76,39 | 52 727 | 91,97 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 855 954 | −2,03 | 48 798 | 9,88 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 7 260 | −0,55 | 415 | 11,59 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 142 191 | 2,86 | 8 106 | 15,37 | ||||
2025-08-11 | 13F | Tidemark, LLC | 920 | 60,00 | 52 | 79,31 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10 830 | 0,61 | 617 | 12,80 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 186 777 | 13,38 | 10 648 | 27,17 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 3 035 339 | −43,97 | 173 045 | −37,15 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 26 945 | −15,23 | 1 536 | −4,89 | ||||
2025-08-06 | 13F | SJA Financial Advisory, LLC | 115 041 | −3,34 | 6 559 | 8,41 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 451 | 13,89 | 26 | 25,00 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 23 485 | −18,38 | 1 339 | −8,48 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 4 262 | 6,90 | 243 | 19,80 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 18 058 | 1 029 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 18 486 | −1,40 | 1 054 | 10,61 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7 679 | 12,36 | 438 | 25,94 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 559 | 203 | ||||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 58 588 | 0,96 | 3 340 | 13,26 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 43 722 | 10,41 | 2 493 | 23,86 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 11 796 | −2,48 | 672 | 9,45 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 259 063 | 26,69 | 14 769 | 42,11 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 71 912 | 19,80 | 4 100 | 34,35 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 12 283 | 0,31 | 700 | 12,54 | ||||
2025-07-10 | 13F | Trust Point Inc. | 4 294 | −13,67 | 245 | −3,17 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 26 813 | 0,00 | 1 529 | 12,19 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 11 469 | 0,69 | 654 | 6,35 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 747 | 0,00 | 43 | 10,53 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 2 005 | 0,00 | 114 | 12,87 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 6 897 | −9,31 | 393 | 1,81 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 16 577 | 14,57 | 945 | 28,57 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 1 100 230 | 5,41 | 62 724 | 18,23 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2 232 569 | 10,27 | 113 481 | 17,21 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 12 962 | 37,73 | 739 | 54,39 | ||||
2025-07-15 | 13F | Santori & Peters, Inc. | 15 154 | −0,04 | 864 | 12,08 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 15 484 | 17,51 | 883 | 31,84 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 9 904 | 0,00 | 565 | 12,13 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4 318 | 0,72 | 246 | 13,36 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 255 002 | 2,93 | 14 538 | 15,44 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 164 191 | −2,28 | 8 346 | 3,86 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 66 561 | −8,11 | 3 795 | 3,04 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 446 789 | 1 387,81 | 25 471 | 1 556,11 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 139 491 | 1,43 | 7 952 | 13,76 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 128 170 | 14,15 | 7 307 | 28,02 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 130 272 | 0,00 | 7 427 | 12,16 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 2 988 394 | 1,30 | 170 369 | 13,62 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 70 883 | 134,48 | 4 035 | 162,97 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 1 990 | 0,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 41 168 047 | 122,92 | 2 201 917 | 134,57 | ||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 257 459 | 1,19 | 14 678 | 12,96 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 677 | 6,26 | 495 | 19,04 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 179 | −71,18 | 10 | −67,74 | ||||
2025-08-07 | 13F | Guardian Partners Inc. | 30 557 | 0,91 | 1 751 | 12,03 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 4 349 | 248 | ||||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 3 971 | 0,00 | 226 | 12,44 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 29 726 | 4 390,33 | 1 695 | 791,58 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 4 750 | 0,00 | 271 | 12,03 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 375 375 | −7,58 | 21 399 | 3,66 | ||||
2025-07-30 | 13F | Strategic Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 44 603 | −4,53 | 2 543 | 7,08 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 15 346 | −2,21 | 875 | 9,66 | ||||
2025-08-08 | 13F | Renasant Bank | 78 978 | −12,34 | 4 503 | −1,68 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 11 820 | 42,84 | 674 | 60,24 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 49 517 444 | −8,51 | 2 814 431 | 1,52 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 164 160 | 640,69 | 9 359 | 731,08 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 364 665 | 2,81 | 20 790 | 15,31 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 21 150 | 0,00 | 1 206 | 12,09 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 466 124 | −4,92 | 26 574 | 6,65 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 50 513 | 5,24 | 2 880 | 18,04 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 80 624 | −2,29 | 4 596 | 9,59 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 297 115 | −73,68 | 16 906 | −71,00 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 27 983 | −0,59 | 1 595 | 11,54 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 4 011 | −6,55 | 0 | |||||
2025-07-18 | 13F | Loudon Investment Management, LLC | 3 563 | 203 | ||||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 284 | 0,00 | 16 | 6,67 | ||||
2025-07-09 | 13F | Berkshire Bank | 6 502 | −1,69 | 371 | 10,12 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 69 633 | −0,65 | 3 969 | 11,40 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 45 997 | −29,80 | 2 622 | −21,26 | ||||
2025-08-14 | 13F | State Street Corp | 18 032 | −97,94 | 1 028 | −97,69 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 72 399 | −7,49 | 4 128 | 3,77 | ||||
2025-08-13 | 13F | Employees Retirement System of Texas | 6 687 831 | 18,79 | 381 | 33,22 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 35 123 | 3,46 | 2 002 | 16,06 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 12 525 | −0,40 | 714 | 11,74 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 55 245 | 11,84 | 3 150 | 25,46 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 86 508 | 0,45 | 4 932 | 12,66 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 4 088 | −12,89 | 233 | −2,10 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 990 266 | −1,40 | 56 455 | 10,58 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 4 082 | 233 | ||||||
2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 103 268 | 10,38 | 5 740 | 20,14 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 4 399 | 0,00 | 251 | 12,11 | ||||
2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 48 281 | −7,02 | 2 454 | −1,17 | ||||
2025-04-23 | 13F | Systelligence, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 50 382 | 5,08 | 2 872 | 17,85 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 6 388 | 364 | ||||||
2025-08-14 | 13F | Alliancebernstein L.p. | 4 001 734 | −4,34 | 228 139 | 7,30 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 2 100 250 | 4,00 | 119 735 | 16,65 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 537 872 | 7,39 | 30 664 | 20,45 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 20 601 | 0,00 | 1 174 | 12,13 | ||||
2025-07-30 | 13F | VCI Wealth Management LLC | 241 970 | 8,78 | 13 795 | 22,01 | ||||
2025-05-12 | 13F | Ccm Investment Group, Llc | 1 896 362 | −1,28 | 97 170 | 5,80 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 12 187 | 0,00 | 695 | 12,12 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 291 563 | 1,94 | 16 622 | 14,34 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 28 158 | −6,09 | 1 605 | 5,31 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 741 003 | 9,48 | 42 245 | 22,78 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 217 065 | 0,25 | 12 375 | 12,44 | ||||
2025-08-14 | 13F | Fayez Sarofim & Co | 12 444 | 0,00 | 709 | 12,18 | ||||
2025-08-06 | 13F | Eukles Asset Management | 491 | 0,00 | 28 | 12,50 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 761 262 | 623,06 | 43 400 | 711,04 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 107 667 | −0,74 | 6 138 | 11,34 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 503 239 | 7,10 | 28 690 | 20,12 | ||||
2025-04-11 | 13F | Permanent Capital Management, LP | 595 031 | 12,56 | 30 245 | 19,65 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 91 784 | −6,06 | 5 233 | 5,36 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 88 848 | 3,85 | 5 | 25,00 | ||||
2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 110 975 | 40,23 | 6 168 | 52,61 | ||||
2025-04-15 | 13F | Collier Financial | 937 | 0,21 | 48 | 6,82 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 5 851 | 1,74 | 334 | 14,04 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 381 | 22 | ||||||
2025-07-29 | NP | JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 | 311 790 | 29,55 | 17 329 | 40,99 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 4 785 | −10,81 | 273 | 0,00 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 6 514 | 0,00 | 371 | 12,08 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 123 | 12 200,00 | 7 | |||||
2025-08-12 | 13F | LPL Financial LLC | 28 085 455 | 4,00 | 1 601 152 | 16,64 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 208 795 | −0,64 | 11 903 | 11,45 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 17 826 | 85,22 | 1 016 | 107,77 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 5 740 | 0,00 | 327 | 12,37 | ||||
2025-07-07 | 13F | RDA Financial Network | 15 861 | 6,53 | 904 | 19,58 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 4 729 | −16,05 | 270 | −5,94 | ||||
2025-08-11 | 13F | Citigroup Inc | 5 022 561 | −6,46 | 286 336 | 4,92 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 15 085 | −11,01 | 860 | −0,23 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 44 908 | −50,40 | 3 | −50,00 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 17 260 | −4,13 | 984 | 7,54 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 38 540 | 2,35 | 2 197 | 14,85 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 402 018 | 0,94 | 22 919 | 13,21 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 11 328 | 3,97 | 646 | 16,64 | ||||
2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 689 514 | 28,74 | 38 323 | 40,11 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 101 749 | 2,09 | 5 801 | 14,49 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 21 348 | −1,48 | 1 217 | 10,54 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 12 461 | 0,00 | 710 | 12,16 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 7 299 | −2,20 | 416 | 9,76 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 9 334 | 47,74 | 532 | 75,58 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 5 115 | 0,00 | 292 | 18,78 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 19 534 | −1,20 | 1 114 | 10,86 | ||||
2025-07-29 | 13F | Flagstone Financial Management | 3 596 | 205 | ||||||
2025-08-15 | 13F | Alaethes Wealth LLC | 12 669 | 3,22 | 722 | 15,89 | ||||
2025-07-15 | 13F | Hall Laurie J Trustee | 27 589 | 8,75 | 1 573 | 21,96 | ||||
2025-08-04 | 13F | Buckhead Capital Management Llc | 3 625 | 207 | ||||||
2025-08-25 | NP | AINTX - Ariel International Fund Investor Class | 99 612 | 1 154,56 | 5 679 | 1 398,15 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2 140 323 | 94,78 | 122 019 | 117,69 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 18 051 | −4,04 | 1 029 | 7,64 | ||||
2025-08-04 | 13F | Elite Life Management LLC | 138 819 | 14,37 | 7 914 | 28,29 | ||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 11 188 | 15,91 | 638 | 30,00 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 21 967 | −7,49 | 1 284 | 2,07 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 405 739 | 1,39 | 23 131 | 13,72 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 41 609 | −7,62 | 2 372 | 3,63 | ||||
2025-07-02 | 13F | InvesTrust | 217 261 | −1,71 | 12 386 | 10,24 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 127 744 | −3,25 | 7 283 | 8,51 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 15 124 | −46,09 | 862 | −39,51 | ||||
2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 670 509 | 22,25 | 37 267 | 33,05 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 504 080 | −9,26 | 28 738 | 1,77 | ||||
2025-08-12 | 13F | Rock Creek Group, LP | 68 928 | 3 930 | ||||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 21 686 | 138,99 | 1 236 | 168,11 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6 392 | 364 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 17 917 | 19,85 | 1 021 | 34,52 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Pacific Financial Group Inc | 15 933 | −5,94 | 908 | 5,46 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 595 170 | −1,01 | 33 931 | 11,03 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 1 619 | 0,00 | 92 | 12,20 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 886 057 | 0,65 | 50 514 | 12,89 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 47 795 | 0,80 | 2 760 | 14,52 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Watchman Group, Inc. | 7 415 | 0,00 | 423 | 12,23 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 757 359 | −5,39 | 43 177 | 6,12 | ||||
2025-08-08 | 13F | First Western Trust Bank | 631 370 | −2,80 | 35 994 | 9,02 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 129 810 | 2,92 | 7 400 | 15,43 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 38 535 | 1,69 | 2 197 | 14,02 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 166 759 | 92,68 | 9 507 | 116,09 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 165 672 | −0,53 | 9 445 | 11,57 | ||||
2025-07-16 | 13F | Flower City Capital | 24 417 | 0,00 | 1 392 | 12,09 | ||||
2025-07-29 | 13F | Cidel Asset Management Inc | 101 546 | 0,00 | 5 789 | 12,17 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 174 782 | 77,17 | 181 661 | 99,44 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 123 673 | −3,95 | 7 051 | 7,72 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 7 259 | 53,37 | 414 | 72,08 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 90 941 | 11,45 | 5 185 | 25,01 | ||||
2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 87 852 | 0,00 | 4 466 | 0,00 | ||||
2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 170 493 | −2,55 | 9 720 | 9,30 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 41 285 | 114,29 | 2 | |||||
2025-07-29 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 403 514 | 31,00 | 22 427 | 42,57 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 50 916 | −0,00 | 2 903 | 12,13 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 886 | 66,92 | 222 | 87,29 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 7 215 | 7,67 | 411 | 20,88 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 495 016 | −0,93 | 28 221 | 6,99 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 2 256 038 | 1,05 | 128 617 | 13,34 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 14 662 | 17,48 | 836 | 31,70 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 21 774 | −35,64 | 1 241 | −27,81 | ||||
2025-07-17 | 13F | Greenleaf Trust | 44 952 | 32,83 | 2 563 | 48,95 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 280 689 | 20,56 | 16 002 | 35,22 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 458 163 | 3,31 | 26 120 | 17,60 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 282 171 | 2,91 | 16 087 | 15,42 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 8 182 | 1,20 | 466 | 13,66 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 56 990 | −0,49 | 3 249 | 11,58 | ||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 8 869 | 4,16 | 506 | 16,90 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 1 079 | 11,81 | 62 | 24,49 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 3 746 357 | 12,71 | 213 904 | 26,60 | ||||
2025-07-11 | 13F | Diversified Trust Co | 181 139 | 135,13 | 10 327 | 163,75 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 29 217 | 3,24 | 1 666 | 15,79 | ||||
2025-07-17 | 13F | Campion Asset Management LLC | 150 051 | 2,47 | 8 554 | 14,93 | ||||
2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 41 570 | −4,52 | 2 370 | 7,10 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 350 | 0,00 | 20 | 11,11 | ||||
2025-07-02 | 13F | Michael S. Ryan, Inc. | 297 606 | 4,83 | 16 967 | 17,57 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 28 506 | −4,75 | 1 625 | 6,84 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 62 131 | 0,35 | 3 542 | 12,55 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 277 715 | 4,67 | 15 833 | 17,40 | ||||
2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 47 165 | −67,19 | 2 621 | −64,30 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 6 962 | 1,10 | 398 | 26,35 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 38 488 | −4,65 | 2 194 | 6,97 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 29 440 | 0,00 | 1 678 | 12,17 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 88 998 | 13,19 | 5 074 | 26,95 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 57 607 | 3 284 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 4 068 | 0,67 | 232 | 12,68 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 41 561 | −7,02 | 2 369 | 4,32 | ||||
2025-08-14 | 13F | LM Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 232 052 | −27,76 | 13 229 | −18,98 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 66 439 | 0,61 | 3 788 | 12,84 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 21 524 | −4,44 | 1 227 | 7,26 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 65 794 | −9,85 | 3 751 | 1,11 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 32 155 | 2,62 | 1 833 | 15,14 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 96 107 | 0,13 | 5 | −99,90 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 7 806 | −3,18 | 445 | 8,80 | ||||
2025-05-07 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 49 150 | −1,27 | 2 802 | 10,75 | ||||
2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 57 884 | −0,46 | 3 300 | 11,64 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 4 364 | −3,19 | 249 | 8,30 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 42 066 | 0,16 | 2 398 | 12,37 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 261 673 | 4,96 | 14 918 | 17,72 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 622 | 0,00 | 35 | 12,90 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Golden Bell Financial Planning LLC | 20 474 | −1,13 | 1 167 | 10,93 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 45 346 | −2,60 | 2 585 | 9,26 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 341 231 | 2,09 | 19 454 | 14,51 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 2 572 | 0,04 | 0 | |||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 5 691 | 20,60 | 324 | 35,56 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 160 253 | 9,80 | 9 136 | 23,16 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 9 947 | 75,43 | 567 | 96,19 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 17 998 | −85,50 | 1 026 | −83,74 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 106 | 6 | ||||||
2025-07-10 | 13F | Marshall Financial Group LLC | 21 774 | −6,08 | 1 230 | 4,41 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 34 495 | 10,31 | 1 967 | 23,73 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 20 042 | −0,33 | 1 060 | 10,20 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 17 176 | 10,86 | 979 | 24,40 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 5 329 | −18,65 | 304 | −8,73 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 99 218 | −4,20 | 5 655 | 7,39 | ||||
2025-08-26 | NP | VSQIX - Voya Solution 2065 Portfolio Class I | 30 673 | −3,58 | 1 749 | 8,10 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 24 238 | −4,96 | 1 382 | 6,56 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 217 018 | −0,37 | 12 372 | 11,74 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 585 121 | −9,51 | 33 358 | 2,37 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 787 430 | 1,65 | 44 891 | 14,01 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 19 533 | 7,89 | 1 114 | 20,98 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 199 278 | 0,00 | 10 524 | 0,00 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 831 | 21,85 | 47 | 38,24 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 5 086 | 290 | ||||||
2025-08-07 | 13F | CENTRAL TRUST Co | 991 745 | 12,93 | 56 539 | 26,67 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 16 668 | 81,75 | 950 | 103,86 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 260 542 | −4,02 | 14 854 | 7,65 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 19 748 | −12,89 | 1 128 | −6,00 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 303 394 | 45,40 | 17 296 | 63,08 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 38 504 | −55,38 | 1 957 | −52,57 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 584 672 | −2,55 | 33 332 | 9,30 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 327 304 | −13,69 | 18 660 | −3,19 | ||||
2025-08-14 | 13F | STAR Financial Bank | 9 360 | −4,62 | 534 | 7,03 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 42 821 | 6,91 | 2 177 | 13,63 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 1 276 298 | −1,42 | 64 874 | 4,78 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 4 237 | −91,13 | 242 | −90,08 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 18 427 | 1,89 | 1 051 | 14,25 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 9 320 | −2,02 | 530 | 18,83 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 1 232 520 | 1 320,69 | 70 266 | 1 493,67 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 11 757 | 0,04 | 670 | 12,23 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 17 993 | −58,25 | 1 026 | −53,20 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 7 026 | −4,73 | 401 | 6,95 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 1 710 161 | 9,32 | 97 496 | 22,61 | ||||
2025-08-13 | 13F | Williamson Legacy Group, LLC | 3 529 | −33,72 | 201 | −25,56 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 406 | −94,95 | 23 | −94,43 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 166 715 | −18,01 | 9 569 | −7,42 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 19 645 | 3,99 | 1 120 | 16,56 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 76 776 | −56,84 | 4 383 | −51,53 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 197 263 | −1,16 | 11 246 | 10,85 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 318 | −26,96 | 420 | −17,68 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 49 662 | 3,96 | 3 | 0,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 618 962 | 7,23 | 35 287 | 20,27 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 034 | 0,32 | 287 | 12,55 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 966 448 | 12,28 | 55 097 | 25,93 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 7 700 | 439 | |||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 7 844 | 5,11 | 447 | 17,94 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 252 652 | −2,56 | 14 404 | 9,29 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 6 680 | −10,28 | 381 | 0,53 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 37 179 | −7,03 | 2 120 | 4,28 | ||||
2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 4 400 | 251 | |||||
2025-07-16 | 13F | MKT Advisors LLC | 5 131 | 0,00 | 292 | 24,26 | ||||
2025-08-06 | 13F | Prodigy Asset Management LLC | 6 433 | 6,74 | 367 | 19,61 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 5 496 | 0,00 | 313 | 12,19 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 12 170 | 0,00 | 694 | 12,14 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 4 324 | −10,27 | 220 | −4,78 | ||||
2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 55 811 | −5,80 | 3 182 | 5,65 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 5 626 | 0,00 | 321 | 12,28 | ||||
2025-08-13 | 13F | Alerus Financial Na | 138 | 8 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 9 506 | −9,52 | 542 | 1,31 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 54 416 | −0,72 | 3 102 | 11,38 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 17 937 | 66,47 | 1 023 | 86,84 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 5 582 | 0,00 | 318 | 12,37 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 11 849 460 | 22,83 | 675 538 | 37,76 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 203 549 | 0,03 | 11 604 | 12,20 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 4 897 | 0,78 | 279 | 13,41 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 563 | −12,71 | 32 | 0,00 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 141 898 | −3,94 | 8 090 | 7,74 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 34 | −34,62 | 2 | −50,00 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 26 317 | 1,09 | 1 500 | 13,38 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 17 787 | −77,52 | 1 014 | −74,78 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 677 075 | 0,67 | 38 600 | 12,92 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 15 383 | −18,98 | 877 | −9,22 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 11 142 | 108,38 | 635 | 134,32 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 17 533 | −0,19 | 1 000 | 12,00 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 9 104 | 66,10 | 519 | 94,74 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 5 797 391 | 6,01 | 330 509 | 18,90 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 16 348 | 12,00 | 932 | 25,27 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 64 851 | −48,07 | 4 | −50,00 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 17 159 | 215,54 | 978 | 254,35 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 937 083 | 3,06 | 53 423 | 15,59 | ||||
2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 12 057 | 21,78 | 687 | 36,58 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 5 941 | 0,00 | 339 | 12,29 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 76 833 | −2,24 | 4 380 | 9,64 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 46 981 | 17,78 | 2 678 | 32,12 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 49 354 | −0,69 | 2 814 | 11,36 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 25 161 | 0,04 | 1 434 | 11,34 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 4 021 | 229 | ||||||
2025-07-18 | 13F | WealthNavi Inc. | 48 247 711 | −3,10 | 2 751 | 8,70 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 26 618 | −3,68 | 1 517 | 8,05 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 68 500 | −52,99 | 3 905 | −47,27 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 19 551 | −89,22 | 1 115 | −87,92 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 154 222 | −5,87 | 8 792 | 5,57 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 110 850 | 4,35 | 6 320 | 17,04 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 11 402 | 0,00 | 650 | 12,26 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 25 047 | 2,03 | 1 428 | 14,43 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 268 500 | 51,35 | 15 307 | 69,76 | |||
2025-07-23 | 13F | Tectonic Advisors Llc | 2 848 681 | 0,56 | 162 403 | 12,79 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 428 | −3,33 | 309 | 8,42 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 14 100 | 0,00 | 804 | 12,15 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 8 527 | 0,04 | 486 | 12,24 | ||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 25 331 | 5,14 | 1 444 | 17,97 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 10 865 | −1,24 | 619 | 10,73 | ||||
2025-07-07 | 13F | Investors Research Corp | 3 070 | −38,14 | 175 | −30,56 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 323 288 | 15,86 | 18 417 | 29,85 | ||||
2025-07-02 | 13F | Marotta Asset Management | 3 696 | −4,37 | 211 | 2,94 | ||||
2025-07-08 | 13F | Lpwm Llc | 52 311 | 0,15 | 2 982 | 12,36 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 5 373 | −48,75 | 306 | −42,48 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 473 350 | 10,73 | 26 986 | 24,19 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 45 025 | 2 567 | ||||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 3 966 | 0,10 | 226 | 12,44 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 79 807 | −1,43 | 4 550 | 10,55 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 11 127 | 0,01 | 634 | 12,21 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 1 666 845 | −1,21 | 95 027 | 10,80 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1 097 155 | 1,18 | 62 549 | 13,48 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 141 | 0,71 | 8 | 14,29 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3 342 537 | 18,89 | 190 558 | 33,35 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 8 735 | 0,73 | 498 | 12,95 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 6 694 | 13,00 | 340 | 16,44 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 8 124 | −1,32 | 463 | 10,24 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 15 320 | −31,83 | 873 | −23,56 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 10 100 | 70,55 | 576 | 91,03 | ||||
2025-08-05 | 13F | BEAM Asset Management, LLC | 12 511 | 3,79 | 713 | 16,50 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 85 097 | 5,87 | 4 851 | 18,75 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 19 096 | −18,58 | 1 089 | −8,72 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 12 626 | −8,48 | 720 | 2,57 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 63 426 | 6,91 | 3 616 | 19,90 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 12 424 | 0,00 | 1 | |||||
2025-08-12 | 13F | Wind River Trust Co | 202 977 | −4,26 | 11 572 | 7,39 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 45 040 | 2,10 | 2 568 | 14,50 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 151 516 | −0,09 | 8 638 | 12,05 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 44 549 | −2,42 | 2 540 | 9,44 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 587 396 | 1,29 | 33 487 | 13,60 | ||||
2025-08-13 | 13F | Black Cypress Capital Management, LLC | 14 959 | −18,10 | 853 | −8,19 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 23 417 | −5,42 | 1 335 | 6,04 | ||||
2025-07-29 | 13F | Parthenon Llc | 82 161 | 0,86 | 4 684 | 13,12 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 8 | 0 | ||||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 4 638 | 0,00 | 264 | 12,34 | ||||
2025-07-16 | 13F | LS Investment Advisors, LLC | 22 761 | −14,96 | 1 298 | −4,63 | ||||
2025-04-17 | 13F | P/E Global LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 29 230 | 0,76 | 1 666 | 13,03 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 75 657 | 1,57 | 4 313 | 13,92 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 13 873 | 4,36 | 791 | 17,04 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 3 358 | −10,33 | 191 | 0,53 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 1 259 181 | 34,84 | 71 786 | 51,24 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 18 189 | −48,71 | 1 037 | −42,51 | ||||
2025-08-14 | 13F | Betterment LLC | 134 083 394 | 0,07 | 7 644 | 12,25 | ||||
2025-08-14 | 13F | Sit Investment Associates Inc | 5 955 | 0,00 | 0 | |||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 18 064 | 1,55 | 1 | |||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 23 770 | 1,23 | 1 355 | 13,58 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 313 | −3,94 | 417 | 7,77 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 703 084 | 40 083 | ||||||
2025-07-29 | 13F | Regions Financial Corp | 7 644 326 | −5,86 | 435 803 | 5,59 | ||||
2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 71 396 | 9,74 | 3 968 | 19,45 | ||||
2025-07-31 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 38 773 | 2 210 | ||||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 14 523 | 4,76 | 843 | 19,60 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 6 728 | −3,57 | 384 | 8,19 | ||||
2025-07-09 | 13F | Woodstock Corp | 17 235 | −4,67 | 983 | 6,86 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 10 666 | 0,79 | 608 | 13,22 | ||||
2025-08-14 | 13F | Sentinus, LLC | 121 143 | 7,28 | 6 906 | 20,33 | ||||
2025-07-25 | 13F | Parker Financial LLC | 834 042 | 2,22 | 47 551 | 14,64 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 153 | 13 356,25 | 123 | |||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 3 748 | 214 | ||||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 95 643 | 18,36 | 5 453 | 41,10 | ||||
2025-07-24 | 13F | Louisbourg Investments Inc. | 10 000 | 0,00 | 570 | 12,20 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 37 046 | −22,63 | 2 112 | −13,23 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 3 797 | 217 | ||||||
2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 173 888 | 2,49 | 9 665 | 11,53 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 37 034 | −2,63 | 2 111 | 9,21 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 10 453 | 0,72 | 596 | 12,90 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 21 524 | 0,02 | 1 227 | 12,26 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 9 470 | 85,32 | 540 | 108,11 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 1 033 | 0,00 | 59 | 11,54 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 9 433 | 5,88 | 538 | 18,81 | ||||
2025-08-12 | 13F | Northstar Financial Companies, Inc. | 68 579 | 1,15 | 3 910 | 13,44 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Wealthquest Corp | 20 012 | −1,15 | 1 141 | 10,79 | ||||
2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 233 978 | 10,24 | 13 004 | 19,97 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 12 418 | 0,00 | 708 | 12,04 | ||||
2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 421 867 | −0,43 | 24 051 | 11,68 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 15 244 | −11,20 | 869 | −0,34 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 261 | −5,43 | 15 | 0,00 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | JT Stratford LLC | 84 159 | 1,05 | 4 798 | 13,32 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 55 173 | 15,24 | 3 147 | 29,25 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 79 325 | −31,19 | 4 548 | −22,65 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 589 130 | 0,40 | 34 | 13,79 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 64 427 | −0,77 | 3 738 | 13,27 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 590 302 | −0,16 | 33 552 | 11,98 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 4 424 274 | 0,98 | 252 228 | 13,25 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 2 603 492 | −0,98 | 148 425 | 11,06 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 14 076 338 | 3,94 | 802 492 | 16,58 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 101 786 | −0,05 | 5 803 | 12,09 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 6 366 | −79,13 | 363 | −76,65 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 1 920 | 109 | ||||||
2025-08-04 | 13F | Heritage Investors Management Corp | 10 799 | 0,88 | 1 | |||||
2025-08-13 | 13F | Independent Family Office, LLC | 88 826 | 22,80 | 5 064 | 37,73 | ||||
2025-08-14 | 13F | Mariner, LLC | 30 654 506 | 3,47 | 1 747 527 | 16,03 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 22 471 | −59,59 | 1 281 | −54,67 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 50 138 | −1,00 | 2 858 | 11,03 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 48 | 3 | ||||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 28 797 | 22,45 | 1 642 | 37,32 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 1 363 | 0,00 | 78 | 11,59 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 2 201 201 | 13,06 | 125 490 | 26,81 | ||||
2025-08-27 | NP | ACIFX - Advisors Capital International Fund | 18 700 | 163,38 | 1 066 | 196,11 | ||||
2025-07-29 | 13F | Northeast Investment Management | 378 540 | 86,95 | 21 581 | 109,68 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 12 202 | 2,94 | 696 | 15,45 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 13 583 212 | 5,21 | 774 379 | 18,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 20 167 | −97,04 | 1 150 | −96,68 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 39 265 | 2,47 | 2 239 | 14,95 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 597 | −5,09 | 34 | 9,68 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 31 101 | 55,00 | 1 773 | 73,99 | ||||
2025-08-11 | 13F | Lcnb Corp | 11 364 | −11,80 | 648 | −1,07 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 33 775 | −11,78 | 1 926 | −1,03 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 35 300 | −39,14 | 2 012 | −31,75 | |||
2025-07-09 | 13F | Stokes Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Clear Investment Research, Llc | 18 289 | 0,80 | 1 043 | 13,02 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 31 112 | −46,99 | 1 774 | −40,56 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 17 949 | −7,18 | 1 023 | 4,18 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 19 100 | 6,70 | 1 089 | 19,69 | |||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Bfsg, Llc | 5 443 | 9,85 | 310 | 23,51 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 369 846 | 0,78 | 21 085 | 117 033,33 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 73 221 | 0,36 | 4 174 | 12,57 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 138 914 | 28,02 | 7 914 | 42,58 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 196 916 | 6,67 | 11 226 | 19,64 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 707 671 | 11,39 | 154 364 | 24,94 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 11 126 | 0,00 | 634 | 12,21 | ||||
2025-08-13 | 13F | Echo45 Advisors LLC | 371 504 | −1,01 | 21 179 | 11,02 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 180 467 | 4,23 | 10 288 | 16,90 | ||||
2025-08-04 | 13F | Canton Hathaway, LLC | 1 460 | 0,00 | 0 | |||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 39 574 | −3,52 | 2 256 | 8,25 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 104 766 | 0,88 | 5 973 | 13,15 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 215 | 0,00 | 69 | 13,11 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 97 | 5 | ||||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 101 721 | 0,95 | 5 799 | 25,41 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 2 271 | 0,00 | 129 | 12,17 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 1 495 | 3 222,22 | 85 | 4 150,00 | ||||
2025-07-14 | 13F | Harrington Investments, INC | 5 000 | −9,09 | 285 | 2,15 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 227 | 0,54 | 469 | 13,01 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 43 044 | −1,82 | 2 454 | 10,10 | ||||
2025-08-14 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 10 202 | 582 | ||||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 4 730 | 0,00 | 270 | 12,08 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 107 000 | −14,40 | 6 100 | −3,98 | ||||
2025-07-22 | 13F | Iowa State Bank | 7 511 | 0,00 | 428 | 12,34 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 14 903 | 5,87 | 850 | 18,74 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 401 866 | 1,17 | 22 762 | 8,23 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 97 208 | −12,94 | 5 542 | −2,36 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 15 116 | −67,79 | 862 | −63,90 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 91 543 | 9,98 | 5 219 | 23,33 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 24 378 | −4,10 | 1 390 | 7,51 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 58 519 | −1,18 | 3 336 | 10,83 | ||||
2025-07-16 | 13F | Morangie Management LLC | 6 217 | 354 | ||||||
2025-07-22 | 13F | Peoples Bank /oh | 61 576 | 8,44 | 3 510 | 21,62 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica Managed Risk - Conservative ETF VP Initial | 200 994 | 13,44 | 11 459 | 27,23 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 375 | −9,76 | 135 | 1,50 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 137 428 | 3,84 | 7 835 | 16,46 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 187 | 11 | ||||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 172 970 | −2,21 | 9 861 | 9,68 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 30 913 | 1,09 | 1 762 | 13,38 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 657 352 | −2,45 | 37 476 | 9,41 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 157 079 | 0,41 | 8 955 | 12,63 | ||||
2025-07-09 | 13F | Beacon Financial Group | 53 775 | −0,25 | 3 066 | 11,86 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 34 363 | −2,03 | 1 959 | 9,93 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 12 870 | −55,74 | 734 | −50,41 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 364 214 | −2,61 | 20 764 | 9,23 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 14 876 | 0,79 | 848 | 13,07 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 245 343 | 0,97 | 13 864 | 11,86 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 60 731 | −67,99 | 3 462 | −64,10 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 268 425 | −1,42 | 15 303 | 10,56 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 41 | 2 | ||||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 295 844 | 4,91 | 16 866 | 17,66 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 706 305 | 7,23 | 40 | 21,21 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 285 667 | −24,65 | 16 286 | −15,49 | ||||
2025-08-13 | 13F | Northern Trust Corp | 46 658 720 | 9,53 | 2 660 014 | 22,84 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 070 509 | 16,87 | 61 030 | 31,08 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 369 419 | −2,53 | 21 061 | 9,32 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 8 294 | 473 | ||||||
2025-08-05 | 13F | Tsfg, Llc | 2 833 | 0,43 | 0 | |||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 5 960 | 7,43 | 340 | 20,57 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 6 749 | −6,00 | 385 | 5,49 | ||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 49 334 | 14,14 | 2 813 | 27,99 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 4 615 | −5,49 | 261 | 4,84 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 428 980 | −0,49 | 24 456 | 11,62 | ||||
2025-08-13 | 13F | Rinkey Investments | 272 524 | −14,26 | 15 537 | −3,84 | ||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 231 257 | 5,18 | 13 184 | 17,97 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 518 | 0,78 | 30 | 11,54 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 923 536 | 15,37 | 52 651 | 29,40 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 31 346 | −0,27 | 1 787 | 11,90 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 142 383 | −14,86 | 8 117 | −4,51 | ||||
2025-08-06 | 13F | Simmons Bank | 410 617 | −2,27 | 23 409 | 9,61 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 132 394 | 2,32 | 7 548 | 14,75 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 72 030 | 3,87 | 4 106 | 16,52 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 7 251 | 24,44 | 413 | 39,53 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 11 660 | −5,09 | 665 | 6,41 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 30 614 | 0,36 | 1 745 | 12,58 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 15 747 | 1,76 | 898 | 14,12 | ||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 5 623 | −7,65 | 321 | −2,44 | ||||
2025-08-13 | 13F | Avos Capital Management, LLC | 162 647 | 118,72 | 9 273 | 145,36 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 3 577 671 | 8,20 | 205 036 | 25,51 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 15 060 | −5,12 | 856 | 1,79 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 1 294 700 | 73 811 | ||||||
2025-08-12 | 13F | Farmers National Bank | 11 013 | −1,45 | 628 | 10,39 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 13 868 | 2,12 | 791 | 14,49 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 26 504 | −3,30 | 1 511 | 8,40 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 7 112 | 405 | ||||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 10 | 1 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 15 518 | 10,97 | 885 | 24,51 | ||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 24 377 | 2,93 | 1 390 | 15,46 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 6 159 | −25,83 | 351 | −16,82 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 12 020 | 0,00 | 1 | |||||
2025-08-13 | 13F | Cliffwater LLC | 771 122 | −0,33 | 43 962 | 11,79 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 12 246 | −3,76 | 698 | 8,05 | ||||
2025-08-06 | 13F | Climber Capital SA | 88 807 | 0,00 | 5 035 | 28,74 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 215 825 | −7,24 | 12 304 | 4,04 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 256 913 | 81,39 | 15 | 100,00 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 1 052 664 | 12,80 | 60 012 | 26,52 | ||||
2025-07-18 | 13F | Vigilare Wealth Management | 12 462 | 0,01 | 710 | 12,16 | ||||
2025-07-14 | 13F | Abound Wealth Management | 496 226 | −2,49 | 28 290 | 9,36 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 10 700 | 48,24 | 610 | 66,67 | ||||
2025-04-14 | 13F | Whitaker-Myers Wealth Managers, LTD. | 0 | −100,00 | 0 | |||||
2025-04-15 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Lockheed Martin Investment Management Co | 1 250 000 | 0,00 | 71 262 | 12,16 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 32 870 | 1,54 | 1 671 | 166 900,00 | ||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 98 062 | 5,21 | 5 591 | 18,01 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 218 939 | −2,46 | 69 | 9,52 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 552 460 | 11,08 | 31 496 | 24,58 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 18 549 | 0,00 | 1 057 | 13,66 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 4 222 | 0,26 | 241 | 12,15 | ||||
2025-07-30 | 13F | First Interstate Bank | 9 921 | 18,08 | 566 | 32,32 | ||||
2025-07-16 | 13F | Eastover Investment Advisors LLC | 4 890 | 0,00 | 279 | 12,10 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 4 732 | −5,96 | 270 | 5,49 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 17 452 | 8,74 | 995 | 21,96 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 1 674 939 | 2,33 | 95 488 | 14,77 | ||||
2025-08-11 | 13F | Eq Llc | 22 860 | −26,59 | 1 303 | −17,64 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 521 | −87,34 | 30 | −86,12 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 28 549 | 39,05 | 1 628 | 55,99 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 736 353 | 2,28 | 41 979 | 14,71 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 1 758 878 | 3,98 | 100 274 | 16,63 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Barrow Hanley Mewhinney & Strauss Llc | 132 404 | −39,91 | 7 548 | −32,60 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 24 355 | −5,73 | 1 388 | 5,71 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 153 | 13 356,25 | 123 | |||||
2025-08-11 | 13F | Alteri Wealth LLC | 8 255 | 3,11 | 471 | 15,76 | ||||
2025-07-15 | 13F | DKM Wealth Management, Inc. | 17 239 | 0,40 | 983 | 12,61 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 13 296 | −34,24 | 759 | −26,19 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 11 819 | 3,99 | 674 | 16,64 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 9 010 | −54,74 | 514 | −49,26 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 16 084 | 917 | ||||||
2025-07-28 | NP | TIEUX - International Equity Fund | 21 340 | 43,79 | 1 186 | 56,67 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 227 504 | 0,36 | 12 970 | 12,74 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 100 | −92,82 | 6 | −92,86 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 15 716 | −2,22 | 901 | 13,62 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 362 391 | 4,20 | 20 660 | 16,86 | ||||
2025-07-07 | 13F | Trust Co | 759 426 | 0,02 | 43 295 | 12,18 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 514 471 | 52,65 | 29 330 | 71,21 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 5 869 | 7,18 | 335 | 20,14 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 6 403 | 229,54 | 365 | 272,45 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 5 190 | −13,31 | 296 | −2,96 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 14 249 | 812 | ||||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 10 447 | 29,91 | 552 | 43,49 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 145 858 | 18,21 | 8 315 | 32,59 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 15 475 | 8,47 | 882 | 21,66 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 58 534 | 4,64 | 3 | 50,00 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 14 325 | −0,69 | 817 | 11,32 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 210 393 | −0,50 | 11 995 | 11,59 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 1 319 839 | 1,91 | 75 244 | 14,31 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 119 180 | −0,16 | 6 794 | 11,98 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18 514 | −11,52 | 1 055 | −0,75 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 11 217 | 2,48 | 639 | 14,93 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 12 775 | 0,79 | 728 | 13,04 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Collective Family Office Llc | 60 326 | −0,07 | 3 439 | 12,09 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 138 451 | −1,90 | 7 893 | 10,04 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14 860 | −0,23 | 843 | 12,72 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 497 960 | −1,21 | 28 389 | 10,80 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 21 607 | 24,34 | 1 | |||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 254 083 | 3,15 | 14 485 | 15,69 | ||||
2025-07-29 | 13F | Community Bank of Raymore | 9 330 | 532 | ||||||
2025-08-14 | 13F/A | Barclays Plc | 47 286 | 53,03 | 3 | 100,00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 90 911 | −6,07 | 5 183 | 5,35 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 4 022 | −25,34 | 229 | −16,12 | ||||
2025-07-22 | NP | DIEFX - Destinations International Equity Fund Class I | 137 162 | −37,75 | 7 623 | −32,25 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 61 923 | 27,33 | 3 530 | 42,86 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 5 428 | 0,39 | 309 | 12,77 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 208 783 | 1,26 | 11 903 | 13,58 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 115 652 | 136,82 | 6 593 | 165,63 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 741 118 | 109,35 | 99 244 | 134,68 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 2 673 330 | −18,14 | 152 407 | −8,19 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 10 880 | 7,50 | 620 | 20,62 | ||||
2025-08-15 | 13F | Orcam Financial Group | 40 323 | 2,85 | 2 299 | 15,36 | ||||
2025-08-14 | 13F | Destination Wealth Management | 20 619 | 1 176 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 423 979 | 7,88 | 24 171 | 21,00 | ||||
2025-08-13 | 13F | Westerkirk Capital Inc. | 566 250 | 32 282 | ||||||
2025-08-14 | 13F | Bank of Marin | 16 485 | 940 | ||||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 10 657 | 34,56 | 608 | 51,00 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 175 030 | 4,56 | 9 978 | 17,28 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 33 696 | 2,85 | 1 888 | 7,46 | ||||
2025-05-14 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 196 729 | 9,82 | 11 216 | 23,17 | ||||
2025-08-14 | 13F | Mbb Public Markets I Llc | 662 117 | 0,00 | 37 747 | 12,16 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 99 665 | 12,94 | 5 682 | 26,67 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 18 563 | −0,58 | 1 058 | 11,49 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 24 514 | −0,56 | 1 398 | 11,49 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 27 019 | −1,08 | 1 540 | 10,95 | ||||
2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 15 213 | 38,39 | 867 | 55,38 | ||||
2025-07-16 | 13F | Tenret Co LLC | 461 910 | −1,13 | 26 333 | 10,89 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 248 640 | 1,46 | 14 175 | 13,79 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 2 427 | 138 | ||||||
2025-08-12 | 13F | Choate Investment Advisors | 446 398 | 23,94 | 25 449 | 39,01 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 218 619 | −3,93 | 12 463 | 7,76 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 124 193 | −1,40 | 7 080 | 10,56 | ||||
2025-08-21 | NP | SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A | 47 859 | −2,98 | 2 728 | 8,82 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 418 759 | 2,33 | 21 286 | 8,77 | ||||
2025-07-15 | 13F | Cordant, Inc. | 497 288 | −5,80 | 28 350 | 5,66 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 8 988 | 18,05 | 512 | 32,30 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 49 335 | 6,53 | 2 813 | 19,51 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 389 567 | 219,07 | 22 209 | 257,86 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 8 067 | 11,96 | 458 | 25,14 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 206 256 | 0,43 | 11 759 | 12,64 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 5 582 | 17,66 | 318 | 33,61 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 130 170 | −0,34 | 7 421 | 11,76 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 6 829 | −6,87 | 389 | 4,57 | ||||
2025-08-13 | 13F | Mackenzie Financial Corp | 204 925 | 2,06 | 11 683 | 14,46 | ||||
2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 377 146 | 23,95 | 20 962 | 34,89 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1 422 417 | 82,22 | 81 092 | 104,38 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 065 183 | 3,67 | 117 736 | 16,28 | ||||
2025-08-04 | 13F | Field & Main Bank | 940 | −50,86 | 54 | −45,36 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 7 430 | −5,16 | 422 | 6,03 | ||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 110 174 | 0,81 | 6 281 | 13,07 | ||||
2025-07-29 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 184 495 | 31,71 | 10 254 | 43,35 | ||||
2025-07-18 | 13F | Clarity Financial LLC | 3 734 | 213 | ||||||
2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 116 217 | 5,81 | 6 459 | 15,15 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 1 684 | 0,00 | 96 | 12,94 | ||||
2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 517 830 | 9,62 | 29 521 | 22,95 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 7 602 | −2,58 | 433 | 9,34 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 304 551 | −2,40 | 17 362 | 9,47 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 23 056 | −3,60 | 1 314 | 8,15 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 19 655 | −9,19 | 1 121 | 1,82 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 9 020 | 1 | ||||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 83 071 | −23,50 | 4 736 | −14,21 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 957 | 0,00 | 169 | 12,00 | ||||
2025-08-14 | 13F | VPR Management LLC | 525 600 | 0,00 | 29 964 | 12,16 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 132 566 | −0,04 | 7 558 | 12,11 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 22 412 | −2,92 | 1 278 | 8,87 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 159 031 | −2,23 | 9 066 | 9,65 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 35 810 | 5,55 | 2 042 | 18,39 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 1 412 | 0,00 | 0 | |||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 536 527 | 8,48 | 30 587 | 21,67 | ||||
2025-08-14 | 13F | First Manhattan Co | 248 571 | 10,36 | 14 171 | 23,79 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 281 192 | −1,77 | 16 031 | 10,17 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 234 896 | 12,04 | 13 565 | 27,29 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 17 696 | 1 009 | ||||||
2025-08-26 | NP | RPAR - RPAR Risk Parity ETF | 451 084 | −14,62 | 25 716 | −4,24 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 4 562 | −31,88 | 260 | −23,53 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 22 683 | 10,59 | 1 293 | 24,09 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 22 728 | −1,40 | 1 296 | 10,59 | ||||
2025-07-29 | 13F | Creekside Partners | 116 791 | 2,47 | 6 658 | 14,93 | ||||
2025-08-12 | 13F | NDVR, Inc. | 451 501 | 0,53 | 25 740 | 12,76 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 24 391 | 0,00 | 1 391 | 12,19 | ||||
2025-08-12 | 13F | Country Trust Bank | 4 920 244 | 6,35 | 280 503 | 19,28 | ||||
2025-08-11 | 13F | Insight 2811, Inc. | 30 376 | 14,90 | 1 732 | 28,89 | ||||
2025-07-10 | 13F | Moller Financial Services | 260 918 | 2,91 | 14 875 | 15,42 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 386 914 | 1,69 | 22 058 | 14,05 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 10 318 | 40,99 | 588 | 58,49 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 125 762 | −1,48 | 7 170 | 9,62 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 42 455 981 | 3,08 | 2 420 415 | 15,61 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 74 157 | 4 228 | ||||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 256 764 | 13,05 | 14 638 | 26,80 | ||||
2025-08-26 | 13F | Claris Financial LLC | 28 532 | 0,60 | 1 627 | 19,91 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 491 118 | 8,90 | 27 999 | 29,83 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 251 120 | 23,99 | 14 316 | 39,07 | ||||
2025-08-15 | 13F | Morgan Stanley | 65 818 077 | 11,06 | 3 752 289 | 24,57 | ||||
2025-08-14 | 13F | Fmr Llc | 15 796 065 | −1,90 | 900 534 | 10,03 | ||||
2025-08-13 | 13F | Epacria Capital Partners, Llc | 234 089 | 0,00 | 13 345 | 12,16 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 15 245 | 0,05 | 869 | 12,27 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 104 174 | −0,34 | 5 939 | 11,76 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 15 739 | 0,08 | 897 | 12,27 | ||||
2025-08-26 | NP | ISNPX - Voya Solution 2050 Portfolio Class ADV | 56 672 | −2,88 | 3 231 | 8,90 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 4 382 | 8,49 | 250 | 21,46 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 66 795 | 14,69 | 3 808 | 27,58 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Brucke Financial, Inc. | 64 339 | 3,37 | 3 668 | 11,46 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 20 430 | −0,17 | 1 165 | 11,92 | ||||
2025-08-14 | 13F | Bakala Capital Management LLC | 89 693 | −11,49 | 5 113 | −0,72 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 6 583 | 0,00 | 375 | 12,28 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 14 727 | −9,49 | 843 | 1,81 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1 708 | 0,00 | 97 | 12,79 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 53 551 | −5,40 | 3 053 | 6,08 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 14 636 | −0,44 | 834 | 11,65 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 888 446 | 8,86 | 50 650 | 22,10 | ||||
2025-08-14 | 13F | Nepc Llc | 3 760 469 | 32,37 | 214 384 | 48,47 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 35 947 | 8,83 | 2 049 | 22,11 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 23 106 | −0,12 | 1 314 | 12,89 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 470 806 | −18,88 | 26 841 | −9,02 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 4 871 | −9,60 | 278 | 1,47 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 28 012 | −94,16 | 1 597 | −93,45 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 207 943 | −10,28 | 11 855 | 0,63 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 7 879 | −18,17 | 449 | −8,18 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 170 703 | −0,54 | 9 732 | 11,56 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 94 469 | −5,40 | 5 386 | 6,11 | ||||
2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 3 000 | 0,00 | 171 | 12,50 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 62 043 | −0,77 | 3 537 | 11,30 | ||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Next Capital Management LLC | 13 532 | 7,03 | 771 | 20,09 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 7 882 | 0,77 | 449 | 13,10 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 485 960 | 4,36 | 27 705 | 17,05 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 6 868 | −10,02 | 392 | 1,03 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 19 671 | 1,86 | 1 121 | 14,27 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 122 104 | 1,77 | 6 961 | 14,15 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 373 695 | −0,08 | 21 304 | 12,06 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 182 324 | 0,77 | 10 394 | 13,03 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 11 369 | 0,00 | 648 | 12,31 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 1 842 120 | 1,94 | 105 019 | 14,33 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 66 138 | −3,01 | 3 771 | 8,77 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 611 | 35 | ||||||
2025-07-30 | 13F | Gables Capital Management Inc. | 3 509 | 0,00 | 200 | 12,36 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1 123 325 | −0,23 | 64 041 | 11,90 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 50 266 | 359,30 | 2 866 | 415,29 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 21 838 | −5,33 | 1 245 | 6,23 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 16 232 | 10,48 | 925 | 23,01 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 111 | −96,28 | 0 | |||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 44 243 | −5,35 | 2 522 | 6,19 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 56 790 | 1,70 | 3 238 | 14,06 | ||||
2025-08-07 | 13F | W Advisors, Llc | 16 500 | 44,61 | 941 | 62,35 | ||||
2025-08-13 | 13F | ARGI Investment Services, LLC | 133 940 | 0,00 | 7 636 | 12,15 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 5 872 | 12,17 | 0 | |||||
2025-04-29 | 13F | Hm Payson & Co | 77 692 | −5,06 | 3 949 | 0,92 | ||||
2025-05-12 | 13F | Capital Research Global Investors | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 140 574 | −3,37 | 8 014 | 8,39 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 662 | 0,00 | 38 | 12,12 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 249 553 | 2,16 | 14 227 | 14,59 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 6 520 | 5,93 | 372 | 18,91 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | 41 376 | 11,09 | 2 359 | 24,56 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 175 878 | 10 027 | ||||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 414 690 | 5,94 | 23 641 | 18,82 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 13 000 | 0,00 | 741 | 12,27 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4 156 | 0,00 | 237 | 11,85 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 193 921 | −3,92 | 11 055 | 7,77 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 11 051 | −42,87 | 630 | −35,91 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 191 336 | 1,62 | 10 908 | 9,58 | ||||
2025-05-14 | 13F | Napa Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Mather Group, Llc. | 275 685 | −7,41 | 15 717 | 3,85 | ||||
2025-08-05 | 13F | Everest Management Corp. | 4 250 | 242 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 48 946 | 101,91 | 2 790 | 126,46 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 853 171 | −3,45 | 48 639 | 8,29 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 15 848 | 903 | ||||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 5 157 | 0,00 | 294 | 12,21 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 3 639 | 207 | ||||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 580 727 | 2,89 | 90 117 | 15,39 | ||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 7 082 | −12,10 | 404 | −1,47 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 1 760 494 | 6,50 | 100 366 | 19,45 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 65 928 | −18,76 | 3 759 | −8,87 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5 064 | 0,00 | 289 | 12,06 | ||||
2025-08-07 | 13F | Compass Financial Group, Inc. | 77 312 | −0,67 | 4 408 | 11,40 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 5 203 | −4,65 | 249 | −10,47 | ||||
2025-05-13 | 13F | Mondrian Investment Partners LTD | 187 662 | 0,22 | 9 539 | 2,01 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 271 018 | −7,63 | 15 451 | 3,59 | ||||
2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 446 021 | 103,47 | 24 790 | 121,45 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 560 | 89 | ||||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 51 834 | −8,16 | 2 946 | 1,83 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 3 822 | 218 | ||||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 11 827 | 109,55 | 674 | 149,63 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 1 928 | 11,70 | ||||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15 617 | 9,96 | 890 | 23,44 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 124 155 | −0,72 | 6 311 | 5,52 | ||||
2025-07-21 | 13F | Quattro Financial Advisors Llc | 166 643 | −6,58 | 9 500 | 4,78 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 193 905 | 2,51 | 11 055 | 14,14 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 77 974 | 2,32 | 4 445 | 14,77 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 1 024 115 | −1,18 | 58 383 | 10,83 | ||||
2025-08-27 | NP | QCGLRX - Global Equities Account Class R1 | 25 000 | 0,00 | 1 425 | 12,20 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 19 928 | 3,10 | 1 136 | 15,68 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 3 708 006 | −7,67 | 211 393 | 3,55 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 25 572 | 3,71 | 1 458 | 16,28 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 17 590 | 6,92 | 1 003 | 19,86 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 507 368 | 5 573,99 | 28 925 | 6 271,15 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 8 180 | 38,04 | 466 | 54,82 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 36 276 | 358,78 | 2 068 | 415,71 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 56 164 | −5,68 | 3 202 | 5,78 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 31 231 | −4,20 | 1 781 | 7,42 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 41 895 | −3,35 | 2 388 | 8,40 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 4 715 | 269 | ||||||
2025-07-21 | 13F | AIFG Consultants Ltd. | 3 609 | 206 | ||||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 130 | 0,00 | 7 | 16,67 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 77 695 | 1,02 | 4 429 | 13,30 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 1 211 637 | 70,72 | 69 075 | 91,48 | ||||
2025-08-14 | 13F | Letson Investment Management, Inc. | 12 688 | 0,00 | 723 | 12,27 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 5 098 | 0,79 | 291 | 12,84 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 11 779 | −4,55 | 599 | 1,36 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 382 216 | −17,92 | 21 790 | −7,94 | ||||
2025-07-25 | 13F | Advocate Group Llc | 396 615 | 1,63 | 22 611 | 13,99 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 10 343 | 2,52 | 590 | 15,04 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 56 554 758 | −6,32 | 3 224 187 | 5,07 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 44 721 | −1,92 | 2 550 | 10,01 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 5 697 243 | 0,36 | 324 800 | 12,56 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 4 632 | 0,39 | 264 | 12,82 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 244 534 | 2,22 | 13 941 | 14,65 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 657 857 | 15,67 | 37 497 | 28,75 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 58 302 | 2,73 | 3 324 | 15,22 | ||||
2025-08-14 | 13F | Aristotle Capital Management, LLC | 5 370 | −8,61 | 306 | 2,68 | ||||
2025-08-14 | 13F | Ebor Charitable Trust | 214 948 | −7,45 | 12 254 | 3,80 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 975 046 | 7,57 | 55 587 | 20,64 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 2 042 402 | 116 437 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 188 949 | 1,66 | 10 772 | 14,03 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 53 686 | 6,56 | 3 059 | 19,45 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 20 139 | 0,00 | 1 148 | 12,22 | ||||
2025-08-08 | 13F | Abc Arbitrage Sa | 38 984 | 2 222 | ||||||
2025-07-30 | 13F | Fairway Wealth LLC | 291 429 | 1,04 | 16 614 | 13,31 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 15 122 | −5,73 | 862 | 5,77 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 71 154 | −12,57 | 4 056 | −1,93 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 209 403 | 5,63 | 11 938 | 18,48 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 22 183 | −8,99 | 1 265 | 2,10 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 5 814 | 0,02 | 331 | 12,20 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 3 749 | −9,64 | 214 | 1,43 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 14 348 | −4,84 | 818 | 6,66 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 66 179 | −1,19 | 3 773 | 10,81 | ||||
2025-07-31 | 13F | United Community Bank | 287 | −55,16 | 16 | −50,00 | ||||
2025-07-24 | 13F | MA Private Wealth | 18 389 | −12,03 | 1 048 | −1,32 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 64 | 0,00 | 4 | 0,00 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 8 039 | 3,82 | 458 | 16,54 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 8 032 | −6,47 | 461 | 5,50 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 315 956 | −7,12 | 18 013 | 4,17 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29 443 | −0,47 | 1 679 | 18,67 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 9 357 | −10,95 | 533 | −0,19 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 28 675 | 13,80 | 1 635 | 27,66 | ||||
2025-08-14 | 13F | Rock Point Advisors, LLC | 4 215 | 0,00 | 240 | 12,15 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 964 295 | 9,48 | 54 974 | 22,79 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 2 162 894 | 0,13 | 123 307 | 12,31 | ||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 6 698 | 0,00 | 382 | 12,06 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 285 258 | 1,05 | 16 263 | 13,34 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 57 071 | 0,01 | 3 254 | 12,17 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 13 895 | 0,00 | 792 | 12,18 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 170 610 | 8,10 | 9 726 | 21,24 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 97 231 | −0,05 | 5 543 | 12,12 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 19 282 | −12,68 | 1 099 | −2,05 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 159 741 | 6,63 | 9 131 | 18,29 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 2 806 073 | 13,44 | 159 974 | 27,24 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 179 073 | 2,43 | 10 209 | 14,88 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 794 042 | 0,43 | 45 268 | 12,64 | ||||
2025-08-14 | 13F | Kitching Partners, Llc | 193 555 | 20,38 | 11 035 | 35,02 | ||||
2025-07-23 | 13F | Optas, LLC | 15 316 | 128,19 | 873 | 156,01 | ||||
2025-08-04 | 13F | Human Investing LLC | 1 218 237 | 3,60 | 69 398 | 16,11 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 24 970 | −7,83 | 1 424 | 3,49 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 314 721 | 3,03 | 17 942 | 15,55 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 651 601 | 17,60 | 37 148 | 31,90 | ||||
2025-07-23 | 13F | Axos Invest Inc. | 487 292 | −8,34 | 27 781 | 2,81 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 192 776 | −2,15 | 10 990 | 9,75 | ||||
2025-07-25 | 13F | Cwm, Llc | 472 523 | −0,96 | 27 | 8,33 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 35 891 | −1,70 | 2 046 | 10,24 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 111 941 | −2,97 | 6 382 | 8,84 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 62 821 | 2,43 | 3 581 | 14,89 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 12 625 | 96,01 | 720 | 119,88 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 197 101 | 3,31 | 11 237 | 15,87 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 167 353 | −1,71 | 9 541 | 10,24 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 14 083 630 | −3,00 | 802 908 | 8,80 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 532 555 | 4,17 | 29 834 | 21,35 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 302 165 | 2,14 | 17 226 | 14,56 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 24 411 | 15,58 | 1 392 | 29,64 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 99 706 551 | 0,97 | 5 684 072 | 13,24 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 625 110 | 4,96 | 35 638 | 17,72 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 108 632 | 13,77 | 6 | 50,00 | ||||
2025-08-28 | NP | RSEE - Rareview Systematic Equity ETF | 310 735 | −17,06 | 17 715 | −6,97 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 181 217 | −2,42 | 10 331 | 9,45 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 1 015 | 0,00 | 58 | 11,76 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 11 831 | 2,87 | 674 | 15,41 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 105 305 | 0,01 | 6 003 | 12,16 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 5 988 | 85,27 | 341 | 107,93 | ||||
2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 639 905 | −4,32 | 35 566 | 4,13 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 3 562 | 203 | ||||||
2025-08-04 | 13F | Keybank National Association/oh | 6 647 285 | −0,09 | 378 962 | 12,06 | ||||
2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 504 215 | 2,79 | 25 629 | 9,26 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 567 596 | 10,06 | 32 359 | 23,44 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 94 211 | 27,33 | 5 371 | 42,82 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 18 733 723 | 0,56 | 1 068 | 12,90 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 4 383 | −6,35 | 223 | −0,45 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 5 147 | −6,25 | 293 | 5,02 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 352 | 0,00 | 20 | 17,65 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 1 276 | 0,00 | 407 | 10,63 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 7 105 | −0,10 | 405 | 12,19 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 038 | 8,15 | 629 | 21,43 | ||||
2025-08-14 | 13F | Parkwood LLC | 262 127 | 458,80 | 15 | 600,00 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 387 385 | 0,55 | 22 085 | 25,57 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 18 193 | −1,37 | 1 037 | 10,67 | ||||
2025-08-11 | 13F | Theory Financial Llc | 3 937 | 0,00 | 221 | 10,50 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 106 861 | 45,15 | 6 092 | 62,80 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 49 127 | −5,32 | 2 801 | 6,18 | ||||
2025-08-07 | 13F | S&co Inc | 6 150 | 0,00 | 0 | |||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 14 208 | −4,72 | 810 | 6,87 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 69 834 | −7,00 | 3 981 | 4,32 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 1 591 | 0,00 | 91 | 12,50 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 277 185 | 5,97 | 16 | 15,38 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 15 351 | −15,91 | 875 | −5,61 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 204 002 | 3,30 | 11 630 | 15,86 | ||||
2025-08-07 | 13F | Mayport, Llc | 535 975 | 1,60 | 30 556 | 13,96 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 21 175 | 12,47 | 1 207 | 26,12 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 24 996 434 | 20,86 | 1 425 044 | 35,56 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 568 670 | 11,30 | 32 420 | 24,83 | ||||
2025-05-14 | 13F | Seeds Investor Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Compass Financial Services Inc | 2 524 | 144 | ||||||
2025-07-09 | 13F | First Bank & Trust | 844 949 | −1,35 | 48 171 | 10,64 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 172 513 | −1,51 | 9 835 | 10,46 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 74 723 | −2,22 | 4 260 | 9,65 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 17 092 | 14,70 | 974 | 28,67 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 79 003 | −6,72 | 4 504 | 8,95 | ||||
2025-08-05 | 13F | Meridian Management Co | 810 822 | 18,15 | 45 584 | 30,68 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 372 683 | 15,45 | 20 952 | 27,70 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 24 164 | 3,77 | 1 378 | 16,40 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 60 106 | −12,08 | 3 427 | −1,38 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 133 205 | 45,17 | 7 594 | 62,82 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 1 066 542 | 2,52 | 52 823 | 1,54 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 5 375 | −0,28 | 306 | 12,09 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 7 127 | 4,14 | 406 | 17,00 | ||||
2025-08-11 | 13F | Platform Technology Partners | 25 776 | 3,22 | 1 469 | 15,76 | ||||
2025-08-14 | 13F | FC Advisory LLC | 90 443 | 1,12 | 5 156 | 13,42 | ||||
2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 2 918 943 | 4,28 | 166 409 | 16,96 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 3 299 | 0,00 | 188 | 12,57 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 53 379 | 42,78 | 3 030 | 59,47 | ||||
2025-07-11 | 13F | Busey Wealth Management | 15 466 | −13,38 | 882 | −2,87 | ||||
2025-08-07 | 13F | Wealth Forward, LLC | 358 244 | −1,11 | 20 423 | 10,92 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 2 027 331 | −2,09 | 103 049 | 4,08 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 302 | −62,82 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 5 607 | −8,25 | 320 | 2,90 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 103 013 | 1,37 | 5 873 | 13,69 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 107 594 | 6 134 | ||||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 317 493 | 8,46 | 18 100 | 21,65 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 35 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 171 742 | 18,85 | 9 791 | 33,32 | ||||
2025-07-31 | 13F | CNB Bank | 422 | 18,54 | 24 | 33,33 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 18 788 | 0,75 | 1 071 | 13,09 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 115 379 | −0,63 | 6 578 | 20,41 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 944 613 | 9,12 | 110 862 | 22,38 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 94 907 | 43,22 | 5 411 | 60,63 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 18 352 | −6,87 | 1 046 | 4,50 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 509 311 | −72,13 | 29 060 | −68,72 | ||||
2025-05-12 | 13F | Capital World Investors | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 183 568 | −6,29 | 10 465 | 5,11 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 622 858 | 6,99 | 35 509 | 20,00 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 241 808 | 1,18 | 13 785 | 13,48 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 137 958 | −5,65 | 7 865 | 5,81 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | −54,50 | 10 | −50,00 | ||||
2025-07-21 | 13F | Family CFO Inc | 38 356 | 1,68 | 2 187 | 14,03 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 105 808 | 243,97 | 6 032 | 285,92 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 13 244 | 17,05 | 755 | 31,30 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 43 214 | −5,28 | 2 464 | 6,26 | ||||
2025-08-08 | 13F | Condor Capital Management | 82 342 | −0,84 | 4 694 | 11,21 | ||||
2025-08-26 | NP | ISNKX - Voya Solution 2040 Portfolio Class ADV | 68 654 | −0,67 | 3 914 | 11,39 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 89 322 | 11,70 | 5 092 | 25,30 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 277 686 | 28,84 | 15 831 | 44,50 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 191 193 | −0,22 | 11 | 11,11 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 5 200 | 0,00 | 296 | 12,12 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 422 528 | 4,97 | 24 088 | 17,73 | ||||
2025-09-03 | 13F | American Trust | 474 220 | 1 029,90 | 27 035 | 1 167,46 | ||||
2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 31 380 | −14,65 | 1 789 | −4,28 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 1 536 797 | 1,24 | 87 613 | 13,55 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 837 127 | 8,50 | 47 725 | 21,69 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 16 684 | 20,33 | 951 | 35,09 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 2 549 | −18,64 | 145 | −8,81 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 10 365 | 0,00 | 591 | 12,17 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 3 377 | −5,54 | 193 | 6,08 | ||||
2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 160 104 | 15,61 | 9 128 | 29,66 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 53 825 | 4,46 | 3 069 | 17,14 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 160 752 | 9 164 | ||||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 84 405 | 0,00 | 4 290 | 0,00 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 3 665 | −37,69 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 27 689 | −4,95 | 1 579 | 6,62 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 69 428 | 0,18 | 3 958 | 12,38 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 200 | 0,00 | 11 | 10,00 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 181 751 | 2,14 | 10 411 | 11,85 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 478 898 | 66,48 | 27 302 | 86,72 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 15 070 | 5,87 | 859 | 18,65 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 10 270 231 | 24,03 | 585 506 | 39,11 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 40 143 | 9,57 | 2 289 | 22,88 | ||||
2025-08-04 | 13F | Spire Wealth Management | 26 163 | −35,56 | 1 492 | −27,73 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 4 487 | 0,02 | 256 | 11,84 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 4 922 | 21,32 | 281 | 35,92 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 1 467 | 9,15 | 84 | 22,06 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 154 969 | −5,96 | 9 | 0,00 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 9 127 | 22,35 | 520 | 37,20 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 324 956 | 3,35 | 18 526 | 15,91 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 6 792 | −12,16 | 387 | −1,53 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 306 878 | 0,61 | 17 | 13,33 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 8 792 | −1,40 | 501 | 10,60 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 728 718 | 2,28 | 42 280 | 13,19 | ||||
2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 6 540 | −2,29 | 330 | −0,90 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 30 963 | 2,74 | 1 765 | 15,28 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 83 374 | −1,10 | 4 753 | 10,95 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 1 447 923 | 98,73 | 82 488 | 116,44 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 86 014 | 5 | ||||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 471 516 | 5,93 | 26 881 | 18,81 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 10 889 | 1,08 | 621 | 13,35 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 13 457 | 0,07 | 767 | 12,30 | ||||
2025-08-11 | 13F | Tamar Securities, LLC | 117 888 | 2,78 | 6 721 | 15,27 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 225 | 13 | ||||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 34 746 | −7,09 | 1 981 | 4,21 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 163 | 0,00 | 8 | 0,00 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 15 592 | −7,17 | 889 | 4,10 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 258 726 | −4,00 | 14 749 | 7,66 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 32 229 | 10,26 | 1 837 | 23,70 | ||||
2025-05-14 | 13F | Arizona PSPRS Trust | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Sound Stewardship, LLC | 128 760 | 5,22 | 7 341 | 18,01 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 912 | 0,00 | 52 | 10,87 | ||||
2025-08-14 | 13F | Sei Investments Co | 25 743 436 | −5,35 | 1 467 634 | 6,16 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 13 070 | 0,00 | 745 | 12,20 | ||||
2025-08-13 | 13F | Kaleidoscope Capital Lp | 373 597 | 0,79 | 21 299 | 13,05 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 425 431 | 9,89 | 24 254 | 23,25 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 36 270 | 36,91 | 2 068 | 53,57 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 190 887 | −6,98 | 10 882 | 4,32 | ||||
2025-08-12 | 13F | Summit Global Investments | 23 329 | −1,71 | 1 | 0,00 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 12 252 | −28,57 | 698 | −19,86 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 23 981 | −5,60 | 1 367 | 5,89 | ||||
2025-08-14 | 13F | Headinvest, Llc | 149 033 | 17,22 | 8 496 | 31,48 | ||||
2025-07-23 | 13F | Dohj, Llc | 14 411 | −0,03 | 744 | 1,64 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 6 689 | 381 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 24 364 | −0,77 | 1 389 | 11,39 | ||||
2025-08-01 | 13F | Motco | 28 743 | 0,35 | 1 616 | 11,00 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 41 711 | 2 378 | ||||||
2025-07-09 | 13F | Fjell Capital, LLC | 4 535 | 0,00 | 259 | 12,17 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 2 114 289 | 1,27 | 120 536 | 13,58 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 288 620 | −0,08 | 16 454 | 12,07 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 15 584 | −3,38 | 888 | 8,42 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 20 216 | −3,71 | 1 | 0,00 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 5 744 | 0 | ||||||
2025-08-04 | 13F | B&l Asset Management Llc | 25 312 | −2,00 | 1 443 | 9,98 | ||||
2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 69 078 | 3 938 | ||||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 184 752 | 1,37 | 10 533 | 13,69 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 86 | −82,80 | 5 | −84,00 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 27 808 | 387,52 | 1 585 | 448,44 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 6 447 | 0,78 | 368 | 12,92 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 60 | 3 | ||||||
2025-08-04 | 13F | WNY Asset Management, LLC | 13 358 | −3,75 | 762 | 7,94 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 15 003 | 0,30 | 855 | 12,50 | ||||
2025-07-21 | 13F | Atwater Malick LLC | 6 121 | 0,00 | 349 | 11,90 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 29 444 | 1 679 | ||||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 2 097 | 169,88 | 0 | |||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 90 000 | −12,62 | 5 131 | −2,01 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 4 825 | 0,04 | 245 | 5,60 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 256 021 | 11,38 | 14 596 | 24,93 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2 956 837 | −0,49 | 168 569 | 11,61 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 7 490 | −4,09 | 427 | 7,58 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 85 242 | −3,71 | 4 860 | 8,00 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 8 113 | 86,81 | 462 | 110,00 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 70 748 | 0,00 | 4 033 | 12,15 | ||||
2025-08-07 | 13F | Commerce Bank | 1 234 193 | −2,26 | 70 361 | 9,63 | ||||
2025-08-13 | 13F | Mcmorgan & Co Llc | 727 043 | −3,14 | 41 449 | 8,63 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 192 641 | −4,08 | 10 982 | 7,59 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 196 068 | −5,17 | 11 052 | 5,84 | ||||
2025-07-11 | 13F | Elk River Wealth Management, LLC | 3 734 | 213 | ||||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 40 605 | −5,67 | 2 315 | 5,76 | ||||
2025-08-14 | 13F | Ariel Investments, Llc | 245 539 | 84,74 | 13 998 | 107,22 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 6 243 | −12,88 | 356 | −2,47 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 923 302 | 78,06 | 52 637 | 99,71 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 4 209 | 0,00 | 240 | 12,21 | ||||
2025-08-26 | NP | ISRAX - Voya Solution 2045 Portfolio Class ADV | 574 059 | 11,77 | 32 727 | 25,36 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 13 229 | 139,87 | 754 | 169,29 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 23 802 | −66,27 | 1 357 | −62,20 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 3 823 | 218 | ||||||
2025-08-14 | 13F | UBS Group AG | 27 422 460 | 2,53 | 1 563 354 | 14,99 |