Grundläggande statistik
| Institutionella ägare | 1370 total, 1368 long only, 1 short only, 1 long/short - change of 3,63% MRQ |
| Genomsnittlig portföljallokering | 0.9021 % - change of −4,25% MRQ |
| Institutionella aktier (lång) | 308 751 531 (ex 13D/G) - change of 8,56MM shares 2,85% MRQ |
| Institutionellt värde (lång) | $ 19 734 094 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (US:VEU) har 1370 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 308,751,531 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Northern Trust Corp, Envestnet Asset Management Inc, Pnc Financial Services Group, Inc., BKD Wealth Advisors, LLC, UBS Group AG, Raymond James Financial Inc, CBIZ Investment Advisory Services, LLC, and Vanguard Group Inc .
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF (ARCA:VEU) 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 16, 2025 is 71,64 / share. Previously, on September 17, 2024, the share price was 61,07 / share. This represents an increase of 17,31% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | Garde Capital, Inc. | 17 495 | 17,53 | 1 176 | 30,38 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 532 707 | −0,19 | 35 809 | 10,60 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 19 939 | 32,07 | 1 340 | 46,45 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 64 401 | 0,77 | 4 330 | 18,64 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 8 169 | −7,46 | 549 | 2,62 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 271 | −2,91 | 1 295 | 7,56 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 82 104 | 0,04 | 5 519 | 10,87 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 454 002 | −0,42 | 30 518 | 10,35 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 31 142 | 6,21 | 2 093 | 17,72 | ||||
| 2025-05-12 | 13F | Catalytic Wealth RIA, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 8 268 | −30,87 | 556 | −23,45 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 32 904 | 0,35 | 2 212 | 11,16 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 15 862 | 10,91 | 1 066 | 22,95 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 368 | 32,85 | 134 | 731,25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 293 515 | 332,13 | 19 730 | 378,54 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 202 247 | 8,91 | 13 595 | 20,67 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 7 708 | 0,69 | 518 | 11,64 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 275 971 | 1,44 | 18 421 | 24,96 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 46 186 | 17,22 | 3 105 | 29,87 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Equitable Trust Co | 3 165 | 213 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 7 656 203 | 0,98 | 514 650 | 11,90 | ||||
| 2025-08-28 | NP | NDOW - Anydrus Advantage ETF | 20 958 | 9,46 | 1 409 | 21,27 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 224 959 | −2,21 | 15 122 | 8,36 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1 743 | 0,00 | 117 | 11,43 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 895 | 60 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 29 108 | 111,45 | 1 957 | 134,25 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 5 462 | 39,23 | 367 | 54,85 | ||||
| 2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 5 831 | 0,73 | 392 | 11,40 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 28 884 | 0,12 | 1 752 | 5,80 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 7 323 | 492 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 51 459 | 0,39 | 3 459 | 11,26 | ||||
| 2025-08-14 | 13F | Intrepid Family Office Llc | 50 000 | 100,00 | 3 361 | 121,70 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 253 527 | 1,54 | 17 042 | 12,53 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 795 | 0,00 | 53 | 10,42 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 8 909 | 0,00 | 599 | 10,74 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 276 738 | 1 885,49 | 19 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 36 885 | 16,52 | 2 479 | 29,11 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 57 450 | 0,98 | 3 862 | 11,91 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 1 755 | 0,75 | 0 | |||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 298 280 | 0,04 | 20 050 | 10,87 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 3 045 | 205 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 10 245 | −35,25 | 689 | −28,26 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 77 556 | 43,88 | 5 213 | 59,47 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 548 781 | 685,68 | 36 889 | 770,85 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 242 165 | 3,74 | 16 278 | 14,96 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 7 169 | 0,32 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 21 416 | 72,29 | 1 440 | 91,10 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 147 265 | −6,16 | 9 899 | 4,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 3 040 | 204 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 836 | 21,20 | 392 | 34,25 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 95 787 | −13,98 | 6 439 | −4,68 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 253 498 | 11,10 | 17 040 | 23,11 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 111 406 | 2,26 | 7 489 | 13,32 | ||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 8 926 | 31,98 | 600 | 46,34 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 4 927 | 0,26 | 331 | 11,07 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 516 | 0,00 | 102 | 10,99 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 3 834 | 0,00 | 258 | 10,78 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 281 226 | 17,23 | 18 904 | 29,91 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 28 627 | 28,64 | 1 921 | 37,14 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10 164 | 14,02 | 683 | 26,48 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 28 770 | 0,71 | 1 934 | 11,61 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 941 | 0,00 | 63 | 10,53 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 56 339 | 1,26 | 3 787 | 12,24 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6 534 | 9,94 | 439 | 21,94 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 22 094 | 9,94 | 1 485 | 21,82 | ||||
| 2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 61 274 | −2,50 | 4 | 33,33 | ||||
| 2025-07-07 | 13F | Hedges Asset Management LLC | 4 600 | 0,00 | 309 | 10,75 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 6 600 | 0,00 | 444 | 10,75 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 36 107 | 55,94 | 2 427 | 72,86 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 799 | 0,00 | 54 | 10,42 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 6 159 | −13,33 | 414 | −3,94 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 51 137 | 0,00 | 3 437 | 10,84 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 984 996 | −7,87 | 66 211 | 2,09 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 129 805 | 16,33 | 8 725 | 28,92 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 32 565 | 0,00 | 2 189 | 10,84 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 9 909 | −20,33 | 666 | −6,59 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 867 006 | −0,48 | 58 280 | 10,28 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 80 | 0,00 | 5 | 25,00 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 5 113 | −2,59 | 344 | 7,86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 462 607 | 1,55 | 31 096 | 12,53 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 29 191 | −10,47 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 9 546 | −17,23 | 642 | −8,30 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4 804 | 0,00 | 323 | 10,65 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 214 247 | −0,76 | 14 402 | 9,97 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 96 482 | −0,35 | 6 486 | 10,42 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 188 242 | 12 654 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 320 | 13,88 | 22 | 23,53 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 3 237 | 0,00 | 218 | 10,71 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 24 628 | 11,72 | 1 655 | 23,78 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3 285 744 | 6,66 | 220 868 | 18,19 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 700 | 0,00 | 114 | 10,68 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 112 794 | 3,43 | 7 582 | 14,60 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 69 271 | 7,25 | 4 656 | 18,87 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 7 463 | 0,00 | 502 | 10,84 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 5 963 | 8,95 | 401 | 20,85 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 43 387 | 9,01 | 2 917 | 31,77 | ||||
| 2025-08-12 | 13F | Bokf, Na | 4 950 | 0,00 | 333 | 10,67 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11 837 | −0,76 | 796 | 9,96 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 6 441 | 18,64 | 433 | 31,31 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 30 290 | 0,00 | 2 036 | 10,83 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 14 279 | 11,49 | 960 | 23,58 | ||||
| 2025-08-28 | NP | GLOW - VictoryShares WestEnd Global Equity ETF | 8 971 | −55,86 | 603 | −51,06 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 44 449 | −7,44 | 2 988 | 2,58 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 8 128 | 0,00 | 546 | 10,75 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 763 | −94,93 | 51 | −94,41 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 5 078 | 341 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 4 298 | −9,48 | 289 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 484 | −53,26 | 167 | −48,45 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 17 122 | −49,47 | 1 151 | −44,04 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 58 742 | −5,41 | 3 949 | 4,80 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 12 078 | −3,54 | 812 | 6,85 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 6 973 | 0,00 | 469 | 10,90 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 28 933 | 320,42 | 1 945 | 366,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 495 406 | −8,35 | 33 301 | 1,56 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 4 507 | 0,00 | 303 | 10,62 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 114 003 | −68,02 | 7 663 | −64,56 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 3 294 | 221 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 5 508 749 | −2,10 | 370 298 | 8,49 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 5 007 831 | 28,97 | 336 626 | 42,92 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 5 267 | 0,23 | 354 | 11,32 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 11 484 | −5,42 | 772 | 4,76 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 12 148 | 20,34 | 817 | 33,33 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 55 363 | −2,05 | 3 722 | 8,55 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 5 751 | −40,83 | 387 | −34,47 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 610 106 | 2,19 | 41 011 | 13,24 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 57 115 | −0,52 | 4 | 0,00 | ||||
| 2025-04-23 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 838 | 0,00 | 56 | 12,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 9 000 | 80,00 | 605 | 99,34 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 8 351 | −8,40 | 561 | 1,45 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 34 813 | 528,39 | 2 340 | 596,43 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 44 305 | −3,84 | 2 978 | 6,59 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10 351 | −48,47 | 696 | −42,94 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 7 475 | 0,71 | 502 | 11,56 | ||||
| 2025-07-03 | 13F | Lam Group, Inc. | 120 847 | −0,66 | 8 123 | 10,08 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6 041 | 406 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 5 177 | −2,60 | 348 | 8,07 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 7 565 | 0,17 | 509 | 10,92 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 21 236 | −3,73 | 1 427 | 6,65 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 15 271 | −11,74 | 1 027 | −2,19 | ||||
| 2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 63 777 | 4 287 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 627 591 | 3,48 | 42 187 | 14,66 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 17 697 | 10,78 | 1 190 | 22,70 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 15 259 | −40,57 | 1 026 | −30,46 | ||||
| 2025-08-14 | 13F | Wimmer Associates 1, Llc | 6 867 | 0,00 | 462 | 4,77 | ||||
| 2025-08-14 | 13F | Harding Loevner Lp | 649 338 | −29,61 | 43 649 | −22,00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 18 569 | 1,01 | 1 248 | 11,93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 58 500 | 0,00 | 3 932 | 10,82 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 44 558 | −43,13 | 2 995 | −36,97 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 50 985 | 14,76 | 3 427 | 27,21 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 21 159 | −4,84 | 1 422 | 5,49 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 41 263 | 31,52 | 2 774 | 45,72 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 3 350 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 430 347 | 2,69 | 230 588 | 13,80 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 76 | 5 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 922 513 | 2,45 | 465 331 | 13,53 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 591 | −14,69 | 510 | −5,38 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 435 | 0,00 | 29 | 11,54 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 93 320 | 44,41 | 6 273 | 60,04 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 135 158 | 69,55 | 9 085 | 87,90 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 452 896 | 2,45 | 164 884 | 13,53 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 16 991 | −13,52 | 1 142 | −4,11 | ||||
| 2025-04-29 | 13F | Adell Harriman & Carpenter Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 61 964 | 19,55 | 4 165 | 32,47 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 40 099 | 5,45 | 2 695 | 16,87 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 52 865 | 25,86 | 3 554 | 39,50 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 105 404 | −3,94 | 7 085 | 6,45 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 4 966 | −64,44 | 334 | −60,68 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 124 720 | 0,27 | 8 384 | 11,12 | ||||
| 2025-08-11 | 13F | Promethium Advisors,llc | 4 021 | 0,00 | 270 | 11,11 | ||||
| 2025-07-24 | 13F | Baxter Bros Inc | 4 548 | −6,19 | 306 | 3,74 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 29 973 | 711,40 | 2 015 | 799,11 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 39 879 | 3 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 326 646 | 5,34 | 21 957 | 16,74 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 149 814 | 2,81 | 10 | 25,00 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1 034 | 0,00 | 70 | 11,29 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 729 000 | −5,30 | 49 003 | 4,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 902 503 | −6,65 | 61 | 3,45 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3 316 | 0,00 | 223 | 10,45 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5 024 | 338 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 20 250 | 4,90 | 1 361 | 16,23 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 120 931 | 3,27 | 8 129 | 14,43 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 52 452 | 1,81 | 3 526 | 12,80 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 9 256 | −1,80 | 622 | 8,93 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 13 900 | −3,92 | 934 | 6,50 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 500 | −12,50 | 235 | −2,89 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 19 595 | 0,00 | 1 317 | 10,86 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 4 824 | 1,54 | 324 | 12,50 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 43 738 | 0,01 | 2 940 | 10,86 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | 0 | ||||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6 041 | 0,32 | 406 | 11,23 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 45 780 | 8,03 | 3 077 | 19,73 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 9 747 | −1,90 | 636 | 6,90 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 295 689 | 14,07 | 19 876 | 30,76 | ||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 254 009 | 1,06 | 17 075 | 11,98 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8 260 | −22,38 | 555 | −13,95 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 132 336 | −20,21 | 8 896 | −11,58 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 35 613 | 2 394 | ||||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 61 667 | −2,72 | 4 145 | 7,80 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 359 836 | 3,22 | 24 188 | 14,39 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 325 | −3,36 | 89 | 8,64 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 33 589 | 0,32 | 2 258 | 11,13 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 3 049 | 205 | ||||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 17 004 | −0,63 | 1 143 | 10,13 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 6 901 | 25,34 | 464 | 39,04 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 11 393 | −11,18 | 766 | −1,67 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 402 | 0,00 | 28 | 8,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 475 | −48,26 | 1 444 | −42,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 2 947 746 | 111,32 | 111 266 | 31,49 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 15 245 | 0,03 | 1 025 | 10,82 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 11 595 | 0,00 | 779 | 10,81 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 105 | 24,30 | 74 | 39,62 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 10 144 | 129,40 | 682 | 154,10 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 18 970 | −7,64 | 1 275 | 2,41 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 080 | −35,89 | 341 | −28,96 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 172 854 | −1,33 | 11 619 | 9,35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 991 | 0,71 | 134 | 11,76 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 2 418 | 6,61 | 163 | 18,25 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 3 535 | 0,00 | 238 | 7,73 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 962 | 0,72 | 132 | 11,02 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 1 552 | 0,00 | 104 | 10,64 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 47 500 | 3 | ||||||
| 2025-04-30 | 13F | Ramiah Investment Group | 35 427 | 22,76 | 2 149 | 32,65 | ||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 15 062 | 0,00 | 914 | 0,00 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 20 850 | −4,11 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 787 | 0,00 | 53 | 10,64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 729 727 | −28,62 | 49 061 | −20,90 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 212 032 | −3,62 | 12 862 | 1,83 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 5 441 | 13,07 | 366 | 25,43 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 4 523 | 0,00 | 304 | 6,29 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 21 844 | 2,97 | 1 468 | 8,90 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 264 | 0,76 | 18 | 13,33 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3 702 | −11,82 | 249 | −2,36 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5 678 | −0,70 | 382 | 10,12 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 93 | 0,00 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5 024 | 338 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 20 770 | 0,00 | 1 396 | 6,40 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 4 866 | 0,00 | 327 | 10,85 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 4 760 | 0,00 | 329 | 14,24 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 50 | 3 | ||||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 31 943 | −0,22 | 2 147 | 10,56 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 83 469 | −13,54 | 5 611 | −4,20 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 15 181 | −0,01 | 1 021 | 10,87 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 20 899 | 42,56 | 1 405 | 57,93 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 7 477 | −1,08 | 503 | 9,61 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 48 393 | 0,44 | 3 253 | 11,29 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 8 174 | −1,41 | 548 | 21,24 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 210 | 0,00 | 14 | 16,67 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4 929 | 7,67 | 331 | 19,49 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 7 033 | 0,00 | 473 | 10,80 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 13 111 | 0,02 | 881 | 10,82 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 106 | 19,05 | 74 | 32,14 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 151 396 | 10 177 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 5 574 | 15,86 | 375 | 28,52 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 65 946 | 0,00 | 4 433 | 10,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 188 542 | 3,00 | 12 674 | 14,14 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 1 666 152 | −21,81 | 111 998 | −13,36 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 67 111 | −7,04 | 4 511 | 3,01 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 35 143 | 0,97 | 2 362 | 11,89 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 350 | 0,00 | 24 | 9,52 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 28 010 | 215,25 | 1 883 | 249,81 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 443 063 | 4,35 | 29 872 | 15,98 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 9 043 | −7,36 | 608 | 2,53 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 179 | −1,04 | 281 | 9,38 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 34 008 | 0,97 | 2 286 | 11,85 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 112 816 | −5,59 | 7 583 | 4,62 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2 136 404 | 17,83 | 143 609 | 30,57 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 116 539 | 329,30 | 7 834 | 375,88 | ||||
| 2025-04-15 | 13F | InTrack Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 2 985 | 201 | ||||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 199 583 | −1,88 | 13 416 | 8,73 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 423 761 | −5,45 | 28 | 3,70 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 136 154 | −11,28 | 9 152 | 2,67 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 20 656 | 143,44 | 1 388 | 159,93 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 22 683 | −0,07 | 1 525 | 10,76 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 4 755 | 0,00 | 320 | 10,76 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 32 386 | −6,88 | 2 177 | 3,18 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 102 899 | 6 242 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 625 | 42 | ||||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 345 717 | 25,04 | 22 551 | 34,60 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 627 906 | −1,51 | 42 208 | 9,14 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 421 | 28,29 | 297 | 42,11 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 752 025 | 0,56 | 50 551 | 11,43 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 3 946 | 0,00 | 265 | 10,88 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 540 | −58,55 | 215 | −56,33 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 3 050 | 205 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 16 209 | 21,41 | 1 090 | 34,61 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 113 999 | −10,30 | 7 663 | −0,61 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 82 628 | −6,51 | 5 554 | 3,60 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 32 292 | 38,08 | 2 171 | 53,03 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 019 | 28,28 | 729 | 35,75 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 3 801 | 0,00 | 256 | 10,87 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 0 | 0 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 19 072 | −1,73 | 1 157 | 0,35 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 10 400 | 0,00 | 699 | 10,95 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 65 862 | 23,81 | 4 427 | 37,23 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 3 355 | −4,22 | 226 | 6,13 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 18 970 | 1 275 | ||||||
| 2025-07-10 | 13F | Trust Point Inc. | 112 615 | 41,72 | 7 570 | 57,03 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 12 202 | −1,71 | 820 | 8,90 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 1 995 | 0,00 | 134 | 10,74 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 68 464 | 6,18 | 4 560 | 11,03 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 27 822 | −3,72 | 1 870 | 6,74 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 348 848 | −0,50 | 23 | 9,52 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 181 281 | 0,00 | 12 186 | 10,81 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 8 192 | −0,58 | 551 | 10,22 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 4 394 | 6,03 | 295 | 17,53 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 616 | 41 | ||||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 4 347 | 0,00 | 292 | 11,03 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 69 576 | 5,74 | 4 677 | 17,16 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 5 744 | 0,72 | 386 | 11,88 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 213 434 | 971,29 | 14 347 | 1 087,67 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 56 | −62,16 | 4 | −62,50 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 759 796 | 0,90 | 51 073 | 11,82 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 692 400 | −4,80 | 43 164 | −0,03 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 4 901 | 329 | ||||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 21 945 | −10,45 | 1 475 | −0,74 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 32 105 | 0,00 | 2 158 | 10,84 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 7 370 | 6,66 | 495 | 11,99 | ||||
| 2025-05-14 | 13F | Baron Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 639 394 | 28,23 | 42 980 | 42,10 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 311 953 | 104,93 | 21 | 150,00 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 6 950 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Hemington Wealth Management | 744 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22 433 | 334,66 | 1 508 | 381,47 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 52 283 | −7,16 | 4 | 0,00 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 36 023 | −0,23 | 2 421 | 10,55 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 3 395 | −0,82 | 228 | 10,14 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 483 | −70,59 | 1 915 | −67,42 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 6 400 | 0,00 | 430 | 10,82 | ||||
| 2025-08-12 | 13F | Main Management LLC | 238 435 | 1,71 | 16 | 14,29 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 572 625 | 5,31 | 172 603 | 15,85 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 997 | 0,00 | 67 | 11,67 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 3 168 | −39,67 | 213 | −33,33 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 356 | 0,00 | 24 | 9,52 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 3 000 | 202 | ||||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 3 810 | 0,00 | 256 | 10,82 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 7 651 | −0,60 | 514 | 10,30 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 38 114 | 25,92 | 2 544 | 44,71 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 68 457 | −2,01 | 4 602 | 8,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 848 868 | 13,26 | 191 501 | 25,50 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 3 149 | 212 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 482 739 | 0,74 | 29 283 | 6,45 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 24 058 | 0,00 | 1 617 | 10,83 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 32 711 | 2 196 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 1 907 | −8,58 | 128 | 0,79 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 1 128 | 0,27 | 76 | 10,29 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 477 037 | 1,79 | 32 067 | 12,80 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 104 017 | 23,21 | 6 992 | 36,56 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 22 517 204 | 4,50 | 1 513 607 | 15,81 | ||||
| 2025-07-09 | 13F | Berkshire Bank | 48 895 | 14,54 | 3 287 | 26,92 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10 593 | −3,06 | 712 | 7,55 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 680 291 | 372,85 | 45 729 | 423,99 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 449 134 | 184,54 | 30 191 | 215,33 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 101 844 | 0,99 | 6 846 | 11,90 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 7 575 | 1,08 | 509 | 12,11 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 64 290 | 4,12 | 4 322 | 15,38 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 17 093 | −6,52 | 1 149 | 3,52 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 47 193 | 8,97 | 3 172 | 20,75 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 12 608 | 848 | ||||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 469 078 | 71,25 | 31 531 | 89,77 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 10 193 | 0,00 | 685 | 10,84 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 653 201 | −1,03 | 44 071 | 12,17 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 14 971 | −18,91 | 1 006 | −10,10 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 14 418 | 0,05 | 969 | 10,87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 872 406 | 15,86 | 127 063 | 29,61 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 3 030 | 204 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 11 810 | 15,81 | 794 | 28,32 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 258 561 | 16,56 | 17 380 | 29,17 | ||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 31 725 | −0,98 | 2 133 | 9,73 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 178 892 | 5,87 | 12 025 | 17,32 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7 603 | 0,00 | 511 | 10,85 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 692 | 11,95 | 248 | 24,00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 308 109 | 1,71 | 20 711 | 12,72 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 668 916 | 3,96 | 44 965 | 15,20 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 089 623 | 9,00 | 140 464 | 20,79 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 723 104 | 10,07 | 48 607 | 21,97 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 345 135 | 0,99 | 23 200 | 11,92 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 7 651 | −2,55 | 514 | 7,98 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 3 389 | 0,00 | 228 | 10,73 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 148 771 | −8,10 | 10 000 | 1,83 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 47 644 | 4,25 | 3 203 | 15,51 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 9 153 | 615 | ||||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 68 480 | 4,74 | 4 603 | 16,09 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 24 777 | −17,56 | 1 666 | −8,67 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 7 888 | 0,00 | 530 | 10,88 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 745 | 0,00 | 117 | 11,43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 27 726 | 17,41 | 1 864 | 30,10 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 939 | 0,00 | 198 | 10,67 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 143 996 | 364,64 | 9 679 | 415,11 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5 024 | 328 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 56 952 | 0,00 | 3 828 | 10,83 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 20 633 | 3,72 | 1 387 | 14,93 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 50 836 | 2,63 | 3 417 | 13,75 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 4 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 9 824 | −0,46 | 660 | 10,37 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 7 850 | 0,00 | 528 | 10,71 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 126 344 | −1,20 | 8 493 | 9,48 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3 410 | 0,00 | 229 | 11,17 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 12 770 | −0,35 | 858 | 10,42 | ||||
| 2025-08-14 | 13F | Family Management Corp | 875 | 0,69 | 59 | 11,54 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 6 503 | 127,06 | 437 | 152,60 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 7 469 | −2,17 | 502 | 8,42 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 759 | 17,69 | 454 | 30,46 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 205 026 | −5,63 | 13 782 | 4,57 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 71 313 | −1,04 | 4 794 | 9,65 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 4 781 | 10,90 | 321 | 22,99 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15 788 | −8,62 | 1 061 | 1,24 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 086 820 | 3,19 | 73 056 | 14,35 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 49 706 | −13,91 | 3 341 | −4,60 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 39 | 0,00 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 14 560 | 20,53 | 1 | |||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 11 820 | 0,00 | 795 | 10,74 | ||||
| 2025-08-13 | 13F | ESG Planning | 75 614 | −4,70 | 5 083 | 5,59 | ||||
| 2025-08-04 | 13F | Shorepath Capital Management LLC | 18 768 | 0,00 | 1 262 | 10,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 65 765 | −16,28 | 4 421 | −7,24 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 140 376 | 1,36 | 9 157 | 9,09 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 127 701 | 25,43 | 8 584 | 39,01 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 29 467 | 56,32 | 1 981 | 73,23 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 16 969 | 0,00 | 1 | 0,00 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 44 819 | −5,99 | 3 013 | 4,15 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 4 416 | −1,87 | 297 | 8,82 | ||||
| 2025-07-15 | 13F | Hall Laurie J Trustee | 8 652 | 4,04 | 582 | 15,28 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 21 211 | 1 426 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 396 | 18,82 | 1 774 | 31,31 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 804 | −3,20 | 457 | 7,28 | ||||
| 2025-07-21 | 13F | Phraction Management LLC | 16 805 | −20,56 | 1 130 | −12,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 336 383 | −1,68 | 22 612 | 8,97 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 3 877 | 8,42 | 261 | 20,37 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 9 785 | −0,17 | 658 | 10,61 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 3 270 | 0 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 5 249 | 52,14 | 353 | 68,42 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 77 938 | 2,42 | 5 239 | 13,47 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3 733 | 251 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 21 027 | 13,64 | 1 413 | 25,94 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 528 | 24,33 | 304 | 38,18 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 3 008 | −42,06 | 202 | −35,67 | ||||
| 2025-05-06 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 354 120 | 9,25 | 23 804 | 21,06 | ||||
| 2025-04-30 | 13F | Correct Capital Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 578 | −28,63 | 577 | −20,99 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 13 401 | 901 | ||||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 4 190 | 0,00 | 282 | 10,63 | ||||
| 2025-07-16 | 13F | Flower City Capital | 750 406 | 2,66 | 50 442 | 13,76 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 861 940 | −4,66 | 57 940 | 5,65 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 3 372 | 0,00 | 227 | 10,78 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 98 329 | 0,61 | 6 610 | 11,49 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 60 089 | 6,50 | 4 040 | 18,03 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 190 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 7 729 | −0,82 | 520 | 9,96 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 792 | 126,29 | 53 | 152,38 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 43 675 | −0,35 | 2 936 | 10,42 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 4 942 | 8,31 | 332 | 20,29 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 346 | 0,52 | 91 | 11,11 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 7 542 | −2,56 | 457 | 2,93 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 31 960 | 2,36 | 2 148 | 13,41 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 6 802 | 0,00 | 457 | 10,92 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 13 272 | −2,15 | 892 | 8,52 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 33 361 | 0,12 | 2 242 | 10,94 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 4 403 | 296 | ||||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 76 869 | 4,95 | 5 167 | 16,30 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 4 403 | −1,06 | 296 | 9,67 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9 941 | −1,42 | 668 | 9,33 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3 975 | 0,00 | 267 | 10,79 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 21 551 | 1 449 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 255 | 0,00 | 17 | 13,33 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 16 368 | −1,24 | 1 100 | 9,45 | ||||
| 2025-08-14 | 13F | Nia Impact Advisors, Llc | 8 528 | 0,00 | 573 | 10,83 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 286 400 | −25,27 | 19 252 | −17,19 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 16 495 | −7,59 | 1 109 | 2,40 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 6 136 | 19,26 | 412 | 32,05 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 4 276 978 | 10,14 | 287 499 | 22,05 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 1 166 389 | 2,71 | 78 405 | 13,81 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 21 932 | 1,48 | 1 474 | 12,52 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 70 638 | −14,33 | 4 748 | −5,06 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 4 048 | −98,15 | 272 | −97,95 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 35 900 | 45,34 | 2 413 | 61,08 | |||
| 2025-07-18 | 13F | Trust Co Of Vermont | 100 321 | 2,61 | 6 744 | 13,71 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 7 604 | 4,15 | 506 | 14,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 53 100 | −21,22 | 3 569 | −12,70 | |||
| 2025-08-05 | 13F | Welch & Forbes Llc | 110 382 | 18,38 | 7 420 | 31,17 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 671 | 0,00 | 45 | 12,50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 22 193 | 17,79 | 1 492 | 30,56 | ||||
| 2025-05-02 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 15 645 | −0,49 | 1 052 | 10,28 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 6 319 | −19,99 | 425 | −11,48 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 620 182 | 2,18 | 41 689 | 13,23 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 13 095 | 7,80 | 880 | 19,57 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4 519 | 0,00 | 304 | 10,58 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 431 699 | −10,05 | 29 170 | 0,20 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 34 537 | 0,49 | 2 322 | 11,37 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 681 756 | 1,00 | 45 828 | 11,92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 167 551 | −56,56 | 11 263 | −51,87 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 175 172 | 4,71 | 11 775 | 16,03 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 47 649 | 0,00 | 3 203 | 10,80 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 11 240 | −0,10 | 756 | 10,70 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 55 858 | −14,05 | 3 755 | −4,77 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 5 540 | 0,71 | 372 | 11,71 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 | −58,33 | 0 | |||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 83 | −89,99 | 6 | −89,36 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 59 010 | −8,76 | 3 967 | 6,84 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 20 780 | 29,03 | 1 397 | 43,03 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 5 707 | 0,58 | 384 | 11,34 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 745 687 | 46,31 | 251 785 | 62,13 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 243 654 | 2,86 | 16 378 | 13,98 | ||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1 926 907 | −7,23 | 129 527 | 2,80 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 91 928 | −10,01 | 6 179 | −0,27 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 15 942 | 9,73 | 1 072 | 21,57 | ||||
| 2025-07-15 | 13F | Compagnie Lombard Odier SCmA | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 998 | 918,37 | 66 | 1 220,00 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 317 | 21,92 | 21 | 40,00 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 143 | 0,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 193 910 | 3,38 | 13 | 18,18 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 820 634 | 1,45 | 55 163 | 12,42 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 414 126 | −2,13 | 27 838 | 8,45 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 7 418 | −1,40 | 0 | |||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 652 | 0,00 | 44 | 10,26 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 19 212 | −1,07 | 1 291 | 9,69 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 225 773 | −2,43 | 15 176 | 8,12 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 37 394 | −1,17 | 2 514 | 9,50 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 7 472 | −43,03 | 502 | −36,86 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 40 | 2 | ||||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 84 045 | −1,02 | 5 650 | 9,69 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | DRW Securities, LLC | 77 809 | 5 230 | ||||||
| 2025-07-23 | 13F | Roundview Capital LLC | 43 225 | 55,24 | 2 906 | 72,00 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 475 | 0,64 | 32 | 10,71 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 762 109 | 2,66 | 51 229 | 13,76 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 28 795 | −0,35 | 1 747 | 5,31 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 13 433 | 903 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 69 175 | 90,88 | 4 650 | 111,51 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 5 300 | 0,00 | 356 | 10,90 | ||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 3 118 | −1,61 | 210 | 8,85 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 754 621 | 0,40 | 50 726 | 11,26 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 7 700 | −7,31 | 518 | 2,78 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 36 333 | 0,00 | 2 442 | 10,85 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 6 296 | 0,16 | 423 | 6,02 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 23 134 | 0,16 | 1 554 | 10,92 | ||||
| 2025-08-08 | 13F | Fusion Capital, LLC | 4 133 | 0,05 | 278 | 10,80 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 25 366 | 0,00 | 1 539 | 5,63 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 355 | 0,00 | 24 | 9,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 20 191 112 | 1,18 | 1 357 247 | 12,12 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 3 975 | 0,00 | 267 | 10,79 | ||||
| 2025-06-05 | NP | NOVIX - Global Secured Options Portfolio | 40 000 | 2 494 | ||||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 44 714 | 0,24 | 3 006 | 11,09 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3 166 | 213 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 105 677 | −0,41 | 7 104 | 10,36 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 36 230 | 1,17 | 2 435 | 12,11 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 2 349 882 | 9,70 | 157 959 | 21,56 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 236 | −11,40 | 285 | −2,07 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 3 365 | 0,00 | 226 | 10,78 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5 730 | 386 | ||||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 15 539 | −4,84 | 1 045 | 5,45 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 602 218 | −3,49 | 40 481 | 6,94 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 580 120 | 65,05 | 38 995 | 82,89 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 77 935 | 5 239 | ||||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 15 299 | 0,00 | 1 028 | 10,78 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 253 | 0,65 | 558 | 9,20 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 29 285 | −0,63 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 101 537 | −5,74 | 6 882 | 5,02 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 194 | 13 | ||||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 3 676 | 7,86 | 247 | −88,05 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 601 | 40 | ||||||
| 2025-07-25 | 13F | Alta Advisers Ltd | 68 328 | −2,63 | 4 593 | 7,92 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 10 895 | −20,77 | 732 | −12,23 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 3 524 | −7,82 | 237 | 7,76 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10 137 | 0,00 | 681 | 10,91 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 000 | 202 | ||||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 6 452 | 0,00 | 434 | 10,74 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 31 282 | 0,22 | 2 103 | 11,04 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 113 432 | −0,27 | 7 625 | 10,51 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 230 | 49,27 | 83 | 67,35 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 209 735 | −1,18 | 14 098 | 9,51 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 181 485 | −0,17 | 12 199 | 10,63 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 901 214 | 8,16 | 195 020 | 19,85 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 27 161 | 26,07 | 1 826 | 39,74 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 102 022 | 108,20 | 6 894 | 131,93 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Industrial Alliance Investment Management Inc. | 95 873 | 0,00 | 6 | 20,00 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 135 384 | −0,18 | 9 101 | 10,61 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 936 | 1 027,71 | 63 | 1 140,00 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 4 853 | −1,10 | 326 | 9,76 | ||||
| 2025-05-13 | 13F | Elm Partners Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 571 824 | 2,37 | 172 878 | 13,44 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 6 910 | 33,47 | 464 | 47,77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 198 975 | 13,66 | 80 595 | 25,96 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 271 174 | −0,73 | 18 228 | 13,88 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 805 | 20,88 | 323 | 33,61 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 547 596 | −6,18 | 36 809 | 3,97 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 14 480 | 0,05 | 973 | 10,95 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 17 420 | 5,77 | 1 171 | 17,12 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 6 520 | 0,00 | 438 | 10,89 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 10 186 | 0,61 | 685 | 16,33 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8 108 | −0,02 | 545 | 11,00 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 5 981 | −6,18 | 402 | 4,15 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 5 124 | −13,50 | 344 | −4,18 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 3 849 | 0,00 | 259 | 10,73 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 17 857 | −49,19 | 1 | −50,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 3 000 | 202 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 91 842 | −2,41 | 6 156 | 8,11 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 15 314 | −7,54 | 1 029 | 2,49 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 9 570 | 0,00 | 643 | 10,10 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 273 | 4,69 | 86 | 23,19 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 5 201 | −2,20 | 350 | 8,39 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 8 700 | 0,00 | 585 | 10,82 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 138 458 | −1,76 | 9 307 | 8,87 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 5 701 | 0,69 | 383 | 11,66 | ||||
| 2025-08-13 | 13F | Standpoint Asset Management, LLC | 634 500 | −15,84 | 42 651 | −6,74 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 220 | 0,00 | 149 | 11,19 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 9 332 | −1,06 | 627 | 9,62 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 20 064 | −3,11 | 1 349 | 7,32 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7 775 | 0,00 | 523 | 10,83 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 26 179 | −84,00 | 1 760 | −82,28 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 259 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 20 610 | 0,00 | 1 385 | 10,80 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 128 197 | 3,29 | 75 837 | 14,46 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 117 683 | 4,76 | 7 911 | 16,10 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 14 303 | −5,30 | 961 | 4,91 | ||||
| 2025-07-30 | 13F | Capital Wealth Alliance, LLC | 16 653 | −1,15 | 1 119 | 9,60 | ||||
| 2025-05-15 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 1 382 348 | −9,49 | 92 728 | −0,50 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 42 551 | 1,30 | 2 860 | 12,24 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 20 308 | −4,68 | 1 365 | 5,65 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Barometer Capital Management Inc. | 5 800 | 390 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 37 629 | 6,65 | 2 529 | 18,18 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 3 847 | 259 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 194 333 | −2,87 | 13 063 | 7,64 | ||||
| 2025-05-14 | 13F | Zacks Investment Management | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 119 563 | −0,23 | 8 037 | 10,57 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 170 926 | 5,13 | 11 490 | 16,50 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 7 992 | 0,73 | 537 | 11,64 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 647 907 | 1,32 | 43 552 | 12,28 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4 369 | 0,05 | 294 | 10,98 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 27 784 | −2,34 | 1 868 | 8,23 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 5 212 | 0,00 | 350 | 10,76 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 8 493 | 0,01 | 571 | 10,68 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 31 109 | −0,48 | 2 091 | 10,28 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 3 300 | 0,00 | 222 | 10,50 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 71 911 | 4 834 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 6 912 | −1,90 | 465 | 8,67 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 9 948 | 669 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3 272 | 220 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 2 411 756 | −0,82 | 162 118 | 9,90 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 2 199 | 14,59 | 148 | 26,72 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 13 345 | 17,50 | 897 | 30,38 | ||||
| 2025-07-29 | 13F | Parthenon Llc | 18 403 | −3,16 | 1 237 | 7,38 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 22 135 | 38,85 | 1 488 | 53,77 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 7 148 | 0,00 | 480 | 10,85 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2 566 | 172 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 6 260 | 0,00 | 421 | 10,82 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 147 | 0,45 | 682 | 11,44 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 28 436 | −79,16 | 1 911 | −76,91 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 4 882 | −13,38 | 328 | −3,81 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3 496 | −7,71 | 235 | 2,62 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 8 784 | 14,09 | 1 | |||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 045 | 0,00 | 70 | 11,11 | ||||
| 2025-07-16 | 13F | Brave Asset Management Inc | 99 808 | −28,19 | 6 719 | −20,30 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 358 | 781,82 | 91 | 911,11 | ||||
| 2025-05-13 | 13F | Cambiar Investors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-16 | 13F | Crowley Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 213 960 | 1,57 | 14 382 | 12,56 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 3 800 | 255 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 8 806 | 2,74 | 592 | 13,87 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 18 060 | 0,53 | 1 249 | 9,96 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 779 | 0,00 | 52 | 10,64 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 18 993 | 1 277 | ||||||
| 2025-07-25 | 13F | Parker Financial LLC | 9 748 | −12,95 | 655 | −3,53 | ||||
| 2025-07-10 | 13F | Myriad Asset Management US LP | 289 084 | −84,02 | 19 432 | −82,29 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 414 007 | 1,30 | 27 830 | 12,26 | ||||
| 2025-05-15 | 13F | Aristotle Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 89 | 0,00 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 14 858 | 0,00 | 999 | 10,77 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 9 460 | −9,45 | 636 | 0,32 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 37 790 | −3,23 | 2 540 | 7,26 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 8 910 | −6,52 | 599 | 3,46 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 4 310 | 0,14 | 290 | 10,73 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 1 589 | −7,78 | 107 | 1,92 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 62 783 | 6,26 | 4 220 | 17,78 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 60 755 | 62,99 | 4 084 | 80,58 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 1 978 324 | 0,41 | 132 983 | 11,27 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 404 359 | −0,93 | 27 181 | 9,79 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 13 140 | 12,27 | 883 | 24,54 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 80 094 | −11,69 | 5 384 | −2,15 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 3 890 | 261 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 25 981 | 81,56 | 1 576 | 91,96 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 3 723 | −2,56 | 226 | 0,45 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 169 155 | −17,45 | 11 371 | −8,53 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 125 | 0,00 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Mv Capital Management, Inc. | 1 948 | 0,00 | 131 | 10,17 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 513 836 | −0,23 | 35 | 9,68 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 22 120 | −5,82 | 1 487 | 4,35 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 12 706 | −8,05 | 854 | 1,91 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 4 189 | 5,70 | 282 | 17,08 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 160 895 | −2,83 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 12 693 | 853 | ||||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 712 | 0,00 | 48 | 9,30 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 20 958 | 1 409 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 449 | 0,90 | 30 | 11,11 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6 256 | 421 | ||||||
| 2025-08-14 | 13F | London & Capital Asset Management Ltd | 18 956 | 5,10 | 1 274 | 16,45 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 372 | 0,00 | 25 | 13,64 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 6 777 | 0,00 | 456 | 10,71 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 375 448 | 80,31 | 25 238 | 99,82 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 186 026 | −2,81 | 13 | 9,09 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 200 | 0,00 | 148 | 10,53 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 61 641 | 0,59 | 4 143 | 11,46 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 16 205 | −0,83 | 1 089 | 9,89 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 15 519 | 320,57 | 1 043 | 367,71 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 52 246 | −7,28 | 3 512 | 2,75 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 35 954 | −4,03 | 2 417 | 6,34 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 24 527 | −1,72 | 1 649 | 8,92 | ||||
| 2025-08-07 | 13F | Factory Mutual Insurance Co | 12 000 | 0,00 | 807 | 10,87 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 64 165 | 3,24 | 4 313 | 14,40 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 3 977 486 | −1,70 | 267 367 | 8,93 |
