Grundläggande statistik
Institutionella ägare | 1370 total, 1368 long only, 1 short only, 1 long/short - change of 3,70% MRQ |
Genomsnittlig portföljallokering | 0.9036 % - change of −1,54% MRQ |
Institutionella aktier (lång) | 308 751 531 (ex 13D/G) - change of 8,56MM shares 2,85% MRQ |
Institutionellt värde (lång) | $ 19 734 265 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 17, 2025 is 71,59 / share. Previously, on September 18, 2024, the share price was 60,89 / share. This represents an increase of 17,57% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-03 | 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 | −100,00 | ||||
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 | ||||
2025-09-17 | NP | NOVIX - Global Secured Options Portfolio | 40 000 | 0,00 | 2 664 | 6,86 | ||||
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 | ||||
2025-08-08 | 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 | ||||
2025-08-08 | 13F | Firestone Capital Management | 248 306 | 3,13 | 16 691 | 14,29 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 7 430 | −35,78 | 499 | −28,82 | ||||
2025-08-11 | 13F | Cannon Advisors, Inc. | 21 410 | −39,35 | 1 439 | −32,79 | ||||
2025-08-12 | 13F | Aspiring Ventures, LLC | 3 100 | 208 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 24 515 | 0,80 | 1 648 | 11,66 | ||||
2025-07-31 | 13F | City State Bank | 18 921 | 2,38 | 1 272 | 13,38 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 6 092 301 | 2,19 | 409 524 | 13,25 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 268 261 | 6,22 | 18 | 20,00 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 38 | 3 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 593 | 0,00 | 40 | 11,43 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 28 384 | 1 908 | ||||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 106 | −87,31 | 7 | −86,00 | ||||
2025-08-15 | 13F | Pine Ridge Advisers LLC | 55 242 | −2,78 | 3 713 | 7,75 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 35 770 | 0,00 | 2 404 | 10,83 | ||||
2025-07-17 | 13F | Clean Yield Group | 0 | 0 | ||||||
2025-08-12 | 13F | Cynosure Management, Llc | 3 472 | −75,63 | 233 | −73,03 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 443 356 | 6,35 | 29 802 | 17,85 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 4 855 | 0,71 | 326 | 23,95 | ||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 4 328 | 0,00 | 291 | 10,69 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 2 079 868 | 0,89 | 139 809 | 11,80 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 46 453 | −0,32 | 3 123 | 10,47 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 805 | 0,00 | 54 | 12,50 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 3 657 | −0,62 | 246 | 9,87 | ||||
2025-07-30 | 13F | CORDA Investment Management, LLC. | 30 153 | 0,73 | 2 027 | 11,63 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 9 620 | −1,44 | 647 | 9,12 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 23 596 | 54,16 | 1 586 | 70,91 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 113 912 | 7,19 | 7 657 | 18,79 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 6 560 | 17,25 | 441 | 29,79 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 9 576 | −1,79 | 644 | 8,80 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 102 709 | −0,47 | 6 904 | 10,31 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 893 094 | −0,01 | 60 | 11,11 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 375 757 | −1,69 | 25 258 | 8,94 | ||||
2025-07-30 | 13F | Sentry LLC | 10 870 | 0,00 | 731 | 10,77 | ||||
2025-08-15 | 13F | United Services Automobile Association | 1 171 715 | −1,41 | 78 763 | 9,25 | ||||
2025-08-14 | 13F | Nfj Investment Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 67 856 | 9,39 | 5 | 33,33 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 4 029 377 | 0,86 | 270 855 | 11,76 | ||||
2025-08-14 | 13F | Betterment LLC | 33 684 | −11,71 | 2 | 0,00 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 3 231 | −10,50 | 217 | −0,46 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 97 739 | −2,49 | 6 570 | 20,97 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 2 633 | 0,00 | 177 | 10,69 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 41 831 | 0,67 | 2 812 | 11,55 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 56 702 | −1,17 | 3 812 | 9,51 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 22 146 | −0,28 | 1 489 | 10,47 | ||||
2025-08-05 | 13F | Key FInancial Inc | 629 | 0,00 | 42 | 10,53 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 14 020 | −38,49 | 942 | −31,84 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 105 | −93,26 | 209 | −92,56 | ||||
2025-08-07 | 13F | Allworth Financial LP | 297 998 | 4,42 | 20 031 | 13,62 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 900 | 0,00 | 60 | 11,11 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 14 657 | 3,88 | 985 | 15,20 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 19 570 | 1 315 | ||||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 61 | 0,00 | 4 | 33,33 | ||||
2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3 686 | −0,67 | 248 | 9,78 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 1 240 | 0,00 | 83 | 7,79 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 49 959 | −0,31 | 3 358 | 10,50 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 626 | 42 | ||||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 3 611 | 9,56 | 0 | |||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 310 042 | 5,91 | 155 281 | 17,37 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 3 186 | 214 | ||||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 6 362 | 0,22 | 428 | 10,91 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 12 263 | 23,11 | 824 | |||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 5 562 | 10,05 | 374 | 21,90 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 244 830 | −1,76 | 16 457 | 8,86 | ||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 1 089 100 | 116,48 | 73 209 | 139,89 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 8 200 | 645,45 | 551 | 734,85 | |||
2025-08-13 | 13F | F/M Investments LLC | 132 907 | 7,41 | 8 934 | 19,04 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 19 368 | 54,98 | 1 302 | 71,64 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 91 446 | 9,59 | 6 170 | 26,18 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 268 | −88,18 | 18 | −86,86 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 7 465 | 0,00 | 502 | 10,84 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 31 559 | 1,23 | 2 121 | 12,16 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 12 012 | 1 | ||||||
2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 4 530 | 0,04 | 305 | 10,95 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 9 414 | 1,75 | 633 | 12,66 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 3 028 | 204 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 6 476 | −1,63 | 435 | 9,02 | ||||
2025-08-13 | 13F | Northern Trust Corp | 16 204 640 | 3,01 | 1 089 276 | 14,15 | ||||
2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 7 294 | 37,78 | 490 | 52,65 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 8 318 | −4,30 | 559 | 6,07 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189 046 | 2 517,28 | 12 708 | 2 801,14 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 422 097 | 0,84 | 28 | 12,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 271 990 | 23,23 | 18 283 | 36,56 | ||||
2025-05-06 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Tsfg, Llc | 478 | 0,00 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 154 016 | −3,64 | 10 353 | 6,78 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 3 671 | −2,29 | 247 | 8,37 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12 613 | −58,76 | 846 | −55,66 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 943 219 | −3,14 | 63 403 | 7,33 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 259 | 1 690,66 | 219 | 1 890,91 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 155 019 | −0,30 | 10 420 | 10,49 | ||||
2025-08-08 | 13F | Bailard, Inc. | 512 822 | −1,06 | 34 472 | 9,64 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 630 | 0,00 | 42 | 10,53 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 5 478 | −22,26 | 368 | −13,82 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 110 | 0,00 | 209 | 11,17 | ||||
2025-08-14 | 13F | Euclidean Capital LLC | 2 142 684 | 7,57 | 144 031 | 19,20 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 344 | 0,16 | 290 | 9,89 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 3 506 | 0,00 | 236 | 10,85 | ||||
2025-08-13 | 13F | Balanced Wealth Group Llc | 134 559 | −1,15 | 8 962 | 8,54 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 15 324 | 19,13 | 1 030 | 32,05 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 43 624 | −4,12 | 2 932 | 6,27 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 358 | 22,55 | 226 | 35,54 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 2 262 | −36,90 | 152 | −29,95 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 22 725 | 7,60 | 1 528 | 19,20 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fiduciary Trust Co | 66 503 | −0,09 | 4 470 | 10,73 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 22 434 | 5,45 | 1 508 | 16,90 | ||||
2025-05-13 | 13F | Sei Investments Co | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Clarendon Private LLC | 9 380 | 0,00 | 631 | 10,92 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 107 862 | −3,26 | 7 250 | 7,20 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 6 180 | −5,27 | 415 | 5,06 | ||||
2025-04-08 | 13F | Presidio Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4 008 | 2,80 | 0 | |||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 18 690 | 0,00 | 1 256 | 10,86 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 35 126 | 0,00 | 2 361 | 10,85 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 4 193 154 | 4,00 | 282 | 15,16 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 12 739 | −1,83 | 856 | 8,77 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 106 604 | −15,28 | 7 | 0,00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 197 413 | 13 270 | ||||||
2025-07-29 | 13F | Semitam Bonam Llc | 22 033 | 1 481 | ||||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 14 051 | 3,58 | 945 | 14,84 | ||||
2025-08-05 | 13F | KDT Advisors, LLC | 8 059 | 0,00 | 542 | 10,86 | ||||
2025-08-04 | 13F | Balentine LLC | 112 027 | 0,00 | 7 530 | 10,82 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 4 485 | 0,47 | 301 | 11,48 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 13 034 | 2,93 | 876 | 14,06 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 3 626 | 0,00 | 244 | 10,96 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 1 345 | 0,00 | 90 | 11,11 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 44 131 | 7,20 | 2 966 | 18,78 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 1 014 | 0,00 | 68 | 11,48 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 4 538 | −14,15 | 301 | −10,15 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 63 092 | 159,13 | 4 241 | 187,33 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 21 571 | −10,53 | 1 | 0,00 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 49 044 | 0,00 | 3 297 | 10,83 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 3 104 | 209 | ||||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 69 | 5 | ||||||
2025-07-14 | 13F | Abound Wealth Management | 779 | 0,52 | 52 | 13,04 | ||||
2025-07-15 | 13F | BCS Wealth Management | 4 187 | 0,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 125 | 0,00 | 8 | 14,29 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 76 886 | −6,89 | 5 168 | 3,17 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | First Interstate Bank | 5 000 | 6,38 | 336 | 17,89 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 10 878 | 0,01 | 660 | |||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 10 760 | −2,47 | 723 | 8,07 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 6 097 | 410 | ||||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 3 983 | −3,61 | 268 | 6,80 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 11 397 | 5,07 | 766 | 16,59 | ||||
2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 9 284 | −0,77 | 624 | 10,05 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 4 974 | −9,23 | 334 | 0,60 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 299 573 | −4,59 | 20 137 | 5,73 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 58 948 | −0,90 | 3 962 | 9,81 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 101 | 0,00 | 7 | 0,00 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 10 523 | 0,00 | 707 | 10,82 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 12 073 | 1,84 | 811 | 12,80 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 641 | 0,63 | 43 | 13,16 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 8 508 | −1,64 | 516 | 4,03 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 102 647 | −1,42 | 6 900 | 9,23 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 491 | 0,07 | 302 | 10,66 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 20 564 | −1,90 | 1 382 | 8,73 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 3 175 | 0,00 | 213 | 10,94 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 5 873 | 395 | ||||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 3 826 | 0,00 | 257 | 10,78 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 9 719 | 0,00 | 653 | 10,87 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 685 | −75,32 | 46 | −72,62 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 35 196 | −3,35 | 2 366 | 7,11 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 585 | 2,52 | 577 | 13,81 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 9 215 | 1,38 | 619 | 12,34 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 4 216 | −42,97 | 283 | −36,83 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 13 204 | −63,92 | 888 | −60,03 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 118 291 | 0,62 | 7 952 | 11,50 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 17 888 | 39,29 | 1 203 | 52,09 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 84 229 | 8,22 | 5 662 | 19,91 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 3 043 | 205 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 3 285 744 | 6,66 | 220 868 | 18,19 | ||||
2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 7 341 | 0,00 | 493 | 10,79 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 47 969 | 87,89 | 3 224 | 108,27 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 8 528 | −21,49 | 573 | −12,92 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 15 203 | 0,00 | 1 022 | 10,74 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 490 375 | −2,76 | 33 | 6,67 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 59 726 | −8,61 | 4 015 | 1,26 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 167 849 | −22,17 | 11 283 | −13,76 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 6 153 | 0,00 | 414 | 10,72 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1 576 | 0 | ||||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 199 429 | −0,44 | 13 406 | 10,33 | ||||
2025-08-08 | 13F | Petix & Botte Co | 6 142 | 1,96 | 413 | 12,88 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 93 327 | 1 915,70 | 6 273 | 2 140,36 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 4 612 | −1,71 | 310 | 9,15 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 19 818 | 3,76 | 1 332 | 15,03 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 3 015 | 203 | ||||||
2025-07-23 | 13F | Values Added Financial LLC | 52 546 | 0,00 | 3 532 | 10,83 | ||||
2025-08-08 | 13F | Glaxis Capital Management, LLC | 4 476 | 0,56 | 602 | 16,93 | ||||
2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 52 759 | 87,21 | 3 441 | 103,85 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 467 099 | 6,07 | 31 398 | 17,54 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 96 647 | 16,20 | 6 497 | 28,76 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 39 783 | 2 688 | ||||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 3 100 | 208 | ||||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 15 162 | 0,00 | 1 019 | 10,88 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 1 593 877 | −1,17 | 107 140 | 9,52 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 13 306 | −0,47 | 894 | 10,37 | ||||
2025-08-15 | 13F | Orcam Financial Group | 19 578 | 3,26 | 1 316 | 14,43 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 11 695 | −0,58 | 786 | 10,24 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 3 978 | 0,00 | 267 | 10,79 | ||||
2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Gries Financial Llc | 3 240 | 218 | ||||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 6 726 | 0,42 | 452 | 11,33 | ||||
2025-07-29 | 13F | TFC Financial Management | 2 396 | 161 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 238 994 | −1,33 | 16 065 | 9,35 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 165 155 | 4,17 | 11 102 | 15,43 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 20 149 | 2,22 | 1 354 | 13,31 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 4 769 | 216,46 | 321 | 251,65 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 292 235 | 2,15 | 19 644 | 13,20 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 28 293 | 0,00 | 1 902 | 10,78 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 140 | 9 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 181 715 | 12 | ||||||
2025-08-05 | 13F | NewSquare Capital LLC | 940 028 | 6,24 | 61 652 | 17,90 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 5 647 | 1,93 | 380 | 12,80 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 18 084 | −95,32 | 1 216 | −94,82 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 98 700 | −5,79 | 5 987 | −0,45 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 15 514 | 0,00 | 1 043 | 10,73 | ||||
2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 120 364 | 3,06 | 8 091 | 14,20 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 18 186 | −10,46 | 1 222 | −0,81 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 343 250 | −12,25 | 23 073 | −2,76 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 3 033 | 204 | ||||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 9 960 | 0,00 | 670 | 10,76 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 228 079 | 3,77 | 15 331 | 14,99 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 76 572 | 17,18 | 5 147 | 29,88 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 22 887 | 11,68 | 1 538 | 23,73 | ||||
2025-08-01 | 13F | Unconventional Investor, LLC | 31 990 | −3,26 | 2 150 | 7,23 | ||||
2025-08-12 | 13F | Argent Trust Co | 12 631 | 0,00 | 849 | 10,84 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 690 | 0,73 | 46 | 12,20 | ||||
2025-07-29 | 13F | Private Trust Co Na | 4 142 | 112,19 | 278 | 135,59 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 67 109 | 1,90 | 4 511 | 12,94 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 8 720 | 7,46 | 586 | 19,11 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 393 | −0,50 | 363 | 10,37 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 6 404 | 430 | ||||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 61 092 | −0,53 | 4 107 | 10,23 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 7 823 | 0,00 | 526 | 10,76 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 3 440 | −33,38 | 231 | −26,20 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-08 | 13F | Thrive Capital Management, LLC | 3 397 | −89,70 | 228 | −85,19 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 9 801 | 87,83 | 659 | 108,23 | ||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 916 012 | −13,85 | 61 574 | −4,54 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 15 172 | 0,00 | 1 020 | 10,76 | ||||
2025-08-14 | 13F/A | Barclays Plc | 11 135 | 0,00 | 1 | |||||
2025-08-06 | 13F | Stokes Family Office, LLC | 55 207 | 9,96 | 3 711 | 21,87 | ||||
2025-08-14 | 13F | Engineers Gate Manager LP | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Aspiriant, Llc | 327 792 | 0,94 | 22 034 | 11,86 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 7 750 | 0,64 | 521 | 11,35 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 7 587 | 0,00 | 510 | 10,87 | ||||
2025-07-18 | 13F | Swp Financial Llc | 38 909 | −5,45 | 2 615 | 4,77 | ||||
2025-07-25 | 13F | Cypress Capital Group | 3 200 | 215 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 63 | −93,91 | 4 | −93,55 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 7 024 | −14,04 | 472 | −4,65 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 3 614 | 2,99 | 243 | 14,15 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 32 232 | −7,09 | 2 167 | 2,95 | ||||
2025-08-14 | 13F | Fmr Llc | 226 747 | 2,30 | 15 242 | 13,36 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 8 156 | −2,39 | 495 | 3,13 | ||||
2025-07-10 | 13F | Ryan Investment Management, Inc. | 7 952 | 535 | ||||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 607 | 0,00 | 41 | 11,11 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 11 614 | 45,23 | 779 | 59,96 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 40 991 | −5,42 | 3 | 0,00 | ||||
2025-07-22 | 13F | Vantage Investment Partners, LLC | 5 493 | 0,00 | 369 | 10,81 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 9 699 | 0,04 | 652 | 10,71 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 325 936 | 0,30 | 89 129 | 11,15 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 4 858 | 0,75 | 327 | 11,64 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 260 575 | 0,89 | 17 516 | 11,80 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 28 996 | 0,76 | 1 949 | 11,69 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 14 001 | 2,47 | 941 | 13,65 | ||||
2025-07-10 | 13F | Professional Financial Advisors, LLC | 31 274 | −42,03 | 2 102 | −35,76 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 36 833 | −2,52 | 2 476 | 8,03 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 17 149 | 29,36 | 1 153 | 43,28 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 800 | 0,00 | 54 | 10,42 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 18 554 | 0,00 | 1 247 | 10,84 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 252 | 17 | ||||||
2025-08-04 | 13F | Syverson Strege & Co | 15 718 | 0,00 | 1 057 | 10,81 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 512 | 102 | ||||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 35 600 | −6,61 | 2 393 | 3,50 | ||||
2025-07-30 | 13F | Retirement Planning Group | 7 528 | −1,22 | 506 | 9,52 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 358 858 | 4,12 | 24 122 | 15,38 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 8 228 | −0,42 | 553 | 10,38 | ||||
2025-05-15 | 13F | Williams Jones Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Capital Management Associates, Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 10 119 | 37,41 | 680 | 61,14 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 11 692 | 16,97 | 786 | 29,54 | ||||
2025-08-07 | 13F | Nwam Llc | 34 525 | 0,28 | 2 319 | 11,06 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 74 479 | −41,29 | 5 084 | −33,94 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 148 | 0,00 | 0 | |||||
2025-08-12 | 13F | Country Trust Bank | 30 | 0,00 | 2 | 100,00 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 839 | 0,00 | 56 | 12,00 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 47 290 | 2,09 | 3 179 | 13,14 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 52 065 | 0,29 | 3 500 | 11,11 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 803 | 0,00 | 54 | 10,42 | ||||
2025-05-15 | 13F | Aureus Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Somnio Financial Group, LLC | 402 732 | 4,26 | 27 072 | 22,07 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 20 103 | −7,94 | 1 351 | 2,04 | ||||
2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 8 667 | 0,00 | 583 | 10,86 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 5 817 | 24,56 | 391 | 38,16 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 6 172 | 415 | ||||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 26 844 | −5,20 | 1 804 | 5,07 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 6 036 | 4,18 | 406 | 15,38 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 6 685 | 0,00 | 449 | 10,86 | ||||
2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 3 350 | 0,00 | 225 | 10,84 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 9 979 | 0,66 | 1 | |||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 15 304 | 0,72 | 1 029 | 11,62 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | MBA Advisors LLC | 20 019 | 0,68 | 1 346 | 11,53 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 37 696 | 2,25 | 2 534 | 13,28 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 5 390 | 362 | ||||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 4 970 | −4,51 | 334 | 6,03 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 49 901 | 0,00 | 3 354 | 10,84 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 442 | −0,75 | 500 | 10,13 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 25 894 | 0,50 | 1 741 | 11,40 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 7 046 | −6,86 | 474 | 3,28 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 20 709 | 10,51 | 1 392 | 22,54 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 5 105 | 0,00 | 343 | 11,00 | ||||
2025-07-29 | 13F | Axis Capital Holdings Ltd | 146 362 | 0,00 | 9 838 | 10,81 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 149 | 12,66 | 413 | 31,95 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 7 990 | 0,00 | 537 | 10,95 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 47 716 | 23,44 | 3 207 | 36,82 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 2 995 789 | 6,39 | 201 377 | 17,90 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 14 882 | −7,18 | 1 000 | 2,88 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 20 828 | 3,20 | 1 400 | 13,73 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 11 535 | −4,00 | 775 | 6,46 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 5 891 | 0,00 | 396 | 10,92 | ||||
2025-08-06 | 13F | Nvwm, Llc | 8 219 | 47,93 | 552 | 63,80 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 25 499 | 10,62 | 1 714 | 22,60 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 18 762 | 29,06 | 1 261 | 43,13 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 45 901 | −4,23 | 3 085 | 6,12 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 14 982 | −8,17 | 1 007 | 1,82 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4 371 | 11,48 | 294 | 23,63 | ||||
2025-07-29 | 13F | Creekside Partners | 50 974 | 32,85 | 3 426 | 47,23 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 8 280 | 0,96 | 557 | 11,87 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 13 699 | 58,46 | 921 | 75,57 | ||||
2025-08-14 | 13F | First Manhattan Co | 13 811 | 3,45 | 928 | 14,71 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 14 335 | 33,16 | 964 | 47,47 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 25 087 | 0,60 | 1 686 | 11,51 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 604 707 | 2,03 | 40 648 | 13,06 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 13 477 | −0,49 | 906 | 10,23 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19 245 | 0,02 | 1 294 | 10,80 | ||||
2025-08-13 | 13F | Gibson Wealth Advisors LLC | 41 809 | 3,59 | 2 810 | 14,79 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 4 897 | 0,33 | 329 | 11,15 | ||||
2025-07-16 | 13F/A | CX Institutional | 3 761 | −80,05 | 0 | −100,00 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
2025-04-29 | 13F | Hm Payson & Co | 23 840 | 2,92 | 1 446 | 8,80 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 45 654 | 11,06 | 3 069 | 23,06 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 622 577 | −0,28 | 41 850 | 10,51 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 33 267 | −2,19 | 2 236 | 8,39 | ||||
2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 348 618 | 23 434 | ||||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 132 | 0,00 | 9 | 0,00 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 51 853 | −0,46 | 3 | 0,00 | ||||
2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 28 010 | −25,26 | 1 883 | −17,20 | ||||
2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 8 882 | −4,23 | 597 | 6,23 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 8 162 | 0,70 | 549 | 11,61 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 15 716 | 10,71 | 1 056 | 22,65 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 251 634 | 0,64 | 16 915 | 11,53 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 160 398 | 91,15 | 10 782 | 111,83 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 44 370 | 72,55 | 2 983 | 91,28 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 101 004 | 1,42 | 6 789 | 12,38 | ||||
2025-08-13 | 13F | Solidarilty Wealth, LLC | 5 223 | 0,00 | 351 | 11,08 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 967 121 | 1,64 | 132 230 | 12,64 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14 056 | −0,40 | 945 | 10,28 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 3 738 | −3,21 | 251 | 7,26 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 29 944 | −6,35 | 2 013 | 3,76 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 3 369 | 0,00 | 226 | 10,78 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 43 938 | 0,83 | 3 | 0,00 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 53 072 | 4,15 | 3 567 | 15,40 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 248 | 0,40 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 84 990 | 1,34 | 5 713 | 12,31 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 569 | 56,90 | 105 | 75,00 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 19 803 | −0,06 | 1 331 | 10,82 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 955 | 0,00 | 64 | 12,28 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3 034 | 204 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 58 387 | 0,67 | 3 925 | 11,54 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 3 485 | −5,43 | 234 | 4,93 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 272 | 0,00 | 18 | 12,50 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 268 293 | 27,09 | 18 035 | 40,82 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 21 309 | 0,00 | 1 432 | 10,84 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 3 730 | 251 | ||||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 6 854 | 0,00 | 461 | 17,05 | ||||
2025-05-13 | 13F | Mondrian Investment Partners LTD | 1 259 | −16,51 | 76 | −14,61 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 5 069 | 0,00 | 341 | 10,39 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 25 260 | 0,00 | 1 532 | 5,66 | ||||
2025-08-05 | 13F | Huntington National Bank | 5 930 | 11,30 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 9 230 | 0,00 | 620 | 10,91 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 5 731 | 21,83 | 385 | 35,09 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 6 615 | −14,17 | 439 | −0,23 | ||||
2025-08-14 | 13F | RBF Capital, LLC | 20 000 | −50,00 | 1 344 | −44,60 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 3 055 | 205 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 5 610 | −1,89 | 377 | 8,96 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 131 157 | 2 722,40 | 8 816 | 3 026,24 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 7 839 | 0,53 | 527 | 11,21 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 37 425 | −18,89 | 2 516 | −10,11 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 33 867 | −1,66 | 2 277 | 8,95 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 84 992 | −4,36 | 5 713 | 5,99 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 209 | 0,97 | 14 | 16,67 | ||||
2025-08-04 | 13F | Spire Wealth Management | 40 565 | −3,00 | 2 727 | 7,49 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 3 351 | 225 | ||||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 35 595 | −0,11 | 2 393 | 10,69 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 297 | 0,00 | 87 | 11,54 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 7 453 | −2,65 | 501 | 7,76 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 23 228 | −5,80 | 1 561 | 4,41 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 26 705 | −89,69 | 1 795 | −88,58 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 5 347 | −24,66 | 359 | −16,51 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 28 999 | −1,51 | 1 949 | 9,13 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 374 | 0,81 | 25 | 13,64 | ||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 4 515 | 0,71 | 304 | 11,81 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 784 671 | −0,63 | 52 746 | 10,12 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 8 223 | −7,83 | 553 | 2,03 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 9 726 | 27,22 | 654 | 41,04 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 31 052 | 142,67 | 2 087 | 168,94 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 580 146 | 10,75 | 38 998 | 22,76 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 83 186 | 9,56 | 5 592 | 21,41 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 23 394 | −0,62 | 1 573 | 10,16 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 559 501 | 0,55 | 37 610 | 11,43 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 79 311 | 5 331 | ||||||
2025-05-29 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15 062 | 4,13 | 914 | 10,00 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 15 400 | 0,00 | 1 035 | 10,81 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 10 646 | 1,34 | 716 | 12,24 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 142 249 | −3,20 | 9 562 | 7,27 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 134 168 | 2,72 | 9 019 | 13,82 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 7 712 | 0,00 | 518 | 10,92 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 7 677 | 21,64 | 516 | 35,08 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 5 700 | −22,04 | 391 | −10,34 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 58 | −96,87 | 4 | −97,32 | ||||
2025-07-25 | 13F | Advocate Group Llc | 81 671 | 1,60 | 5 490 | 12,57 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 281 412 | 11,87 | 18 926 | 22,31 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 1 383 | 0,00 | 283 | 5,60 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 6 527 | 0,00 | 439 | 10,89 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 51 104 | 3,06 | 3 435 | 14,23 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3 300 | 221 | |||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | D.a. Davidson & Co. | 186 425 | 3,50 | 12 532 | 14,70 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 32 294 | −1,10 | 2 171 | 9,60 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 95 600 | 32,97 | 6 426 | 47,35 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 127 773 | 4,20 | 8 589 | 15,46 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 30 607 | 0,67 | 2 057 | 11,55 | ||||
2025-07-25 | 13F | Bull Street Advisors, LLC | 6 544 | 1,30 | 0 | |||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 25 686 | −0,24 | 1 727 | 10,57 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 3 507 | 0,00 | 236 | 10,85 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 560 204 | 1,26 | 105 | 11,83 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 15 441 | 3,84 | 1 038 | 14,97 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 397 015 | 19,73 | 25 540 | 26,98 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 593 270 | −6,85 | 107 116 | 2,94 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 5 682 | 382 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 1 297 | −2,48 | 87 | 8,75 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 94 582 | 176,43 | 6 358 | 206,36 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 059 | 17,13 | 340 | 30,27 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 64 356 | 0,24 | 4 326 | 11,09 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 167 698 | 0,17 | 11 273 | 11,00 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 7 391 | 0,00 | 497 | 10,71 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 147 294 | 3,33 | 9 901 | 14,52 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 1 535 | 0,00 | 103 | 10,75 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 520 | −6,47 | 32 | 0,00 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 78 835 | −2,50 | 5 299 | 8,03 | ||||
2025-08-14 | 13F | Marquette Associates, Inc. | 51 971 | 0,00 | 3 493 | 10,82 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 967 468 | 19,99 | 65 033 | 32,97 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 15 408 | −15,65 | 1 036 | −6,59 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 6 592 | −8,19 | 443 | 1,84 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 11 723 | 0,86 | 788 | 11,77 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 91 660 | 0,27 | 6 161 | 11,11 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 163 591 | 6,41 | 10 997 | 17,92 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 75 121 | −1,41 | 5 050 | 9,24 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3 | 0,00 | 0 | |||||
2025-07-28 | 13F | Aries Wealth Management | 20 584 | −6,18 | 1 384 | 3,98 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 64 398 | 4,96 | 4 329 | 16,31 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 7 379 | 0,41 | 496 | 11,46 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | CIBC World Markets Inc. | 41 491 | 27,30 | 2 789 | 41,07 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 278 820 | −4,36 | 18 742 | 5,98 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 17 621 | 0,43 | 1 184 | 11,28 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 364 732 | −0,49 | 24 517 | 10,27 | ||||
2025-08-13 | 13F | Capital International Investors | 18 409 | 61,33 | 1 235 | 77,30 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 175 | 0,00 | 12 | 10,00 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 21 315 | 3,38 | 1 432 | 18,46 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 499 | −3,21 | 235 | 7,31 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 185 | 0,00 | 12 | 9,09 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 6 644 | −6,45 | 447 | 3,72 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 117 175 | 1,23 | 7 932 | 12,80 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 171 157 | 17,97 | 11 505 | 30,74 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 6 043 | −5,62 | 367 | −0,27 | ||||
2025-08-07 | 13F | Midwest Trust Co | 17 323 | 1 164 | ||||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 15 617 | 0,00 | 1 050 | 10,77 | ||||
2025-07-23 | 13F | Optas, LLC | 324 883 | −50,02 | 21 839 | −44,62 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 172 | −4,80 | 213 | 4,93 | ||||
2025-04-11 | 13F | Davis Capital Management | 14 108 | −0,33 | 856 | 5,30 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 36 695 | −3,55 | 2 467 | 7,03 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 477 262 | −0,09 | 32 082 | 13,42 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 35 154 | −5,94 | 2 363 | 16,69 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 3 178 | −5,92 | 214 | 4,41 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 552 570 | 8,55 | 37 144 | 20,29 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 428 716 | 1,48 | 28 818 | 12,45 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 3 333 | 224 | ||||||
2025-07-21 | 13F | Warner Financial, Inc | 24 529 | 0,11 | 2 | 0,00 | ||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 11 372 | −6,09 | 764 | 4,09 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 74 331 | −0,56 | 4 997 | 10,19 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 22 411 | −4,95 | 2 | 0,00 | ||||
2025-08-14 | 13F | NCP Inc. | 4 617 | 2,51 | 310 | 13,55 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 538 | 44,82 | 0 | |||||
2025-05-15 | 13F | IronBridge Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 36 | 2 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 11 098 | 0,00 | 746 | 10,70 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 99 748 | −54,52 | 6 730 | −49,42 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 4 390 | −16,51 | 295 | −7,23 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 1 242 | 0,73 | 83 | 12,16 | ||||
2025-07-29 | 13F | Swan Global Investments, LLC | 5 623 | 0,00 | 378 | 10,56 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 179 810 | 31,44 | 12 087 | 45,65 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 32 012 | 1,27 | 2 152 | 12,21 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 5 886 | 0,74 | 396 | 11,58 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 5 660 | 0,44 | 380 | 11,44 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 9 790 | −39,62 | 658 | −33,06 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 40 | 0,00 | 3 | 0,00 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 4 464 | −12,06 | 300 | −2,28 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 4 781 | −34,79 | 321 | −27,70 | ||||
2025-05-06 | 13F | Navellier & Associates Inc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Ellevest, Inc. | 3 091 | 208 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 47 885 | 72,27 | 3 219 | 90,30 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 10 205 | −3,64 | 686 | 6,70 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 17 068 | 0,00 | 1 145 | 9,89 | ||||
2025-08-07 | 13F | Mayport, Llc | 14 125 | 94,02 | 949 | 115,19 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 3 220 | −2,37 | 216 | 8,00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 44 611 | 0,02 | 2 999 | 10,83 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 41 485 | −0,01 | 2 789 | 10,81 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 3 847 | −20,09 | 259 | −11,64 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 10 115 902 | 3,06 | 679 991 | 14,20 | ||||
2025-08-07 | 13F | S&co Inc | 31 256 | 0,00 | 2 | 100,00 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 35 366 | 0,00 | 2 145 | 0,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 92 306 | −5,71 | 6 205 | 4,48 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 15 047 | 0,00 | 913 | 5,68 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 264 599 | 1,39 | 17 786 | 12,36 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 195 591 | −0,19 | 13 120 | 9,73 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 2 028 672 | 6,25 | 136 365 | 17,74 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 18 296 | −1,27 | 1 230 | 9,34 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 3 504 | −36,89 | 236 | −30,06 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 52 586 | −0,71 | 3 535 | 10,02 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 345 128 | 14,93 | 23 200 | 27,36 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 349 | 6,69 | 494 | 18,23 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 146 555 | 0,21 | 8 890 | 5,88 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 17 490 | 2,21 | 1 176 | 13,20 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | First Bank & Trust | 3 950 | 0,00 | 266 | 10,88 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 224 053 | −0,32 | 15 061 | 10,46 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 3 025 | −33,88 | 203 | −26,71 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 19 632 | −1,25 | 1 320 | 9,46 | ||||
2025-03-24 | 13F/A | Wellington Management Group Llp | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 3 351 | 0,39 | 225 | 11,39 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 73 012 | 19,55 | 4 908 | 32,48 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 137 795 | −0,56 | 9 263 | 10,20 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 591 | 0,00 | 40 | 11,43 | ||||
2025-08-14 | 13F | FC Advisory LLC | 401 641 | −1,08 | 26 998 | 9,62 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 51 256 | −0,13 | 3 445 | 10,66 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 612 | 42 | ||||||
2025-07-25 | 13F | Bill Few Associates, Inc. | 10 942 | 6,09 | 736 | 17,60 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 86 809 | 178,90 | 5 781 | 206,20 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 43 568 | −1,79 | 2 911 | 8,14 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 180 553 | 0,08 | 12 137 | 10,89 | ||||
2025-07-15 | 13F | Brewster Financial Planning LLC | 15 639 | 3,26 | 1 051 | 14,49 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 34 100 | 15,32 | 2 292 | 27,83 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | eCIO, Inc. | 3 242 | −11,78 | 218 | −2,25 | ||||
2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 3 971 | 0,00 | 268 | 8,98 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 27 815 | 53,33 | 1 870 | 69,91 | ||||
2025-07-11 | 13F | Busey Wealth Management | 11 897 | −0,97 | 800 | 9,75 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 543 | 126,10 | 238 | 150,53 | ||||
2025-07-14 | 13F | Avalon Advisory Group | 203 413 | 2,56 | 13 673 | 13,66 | ||||
2025-07-31 | 13F | CNB Bank | 3 370 | 0,00 | 227 | 10,78 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 3 272 | 220 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 40 222 | 4,84 | 2 704 | 16,16 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 668 182 | −0,71 | 44 915 | 10,03 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 6 500 | 0,00 | 437 | 10,66 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 13 311 | 895 | ||||||
2025-08-01 | 13F | Pavion Blue Capital, LLC | 4 306 | 0,00 | 289 | 10,73 | ||||
2025-08-14 | 13F | Syon Capital Llc | 5 050 | 339 | ||||||
2025-07-28 | 13F | Fairman Group, LLC | 739 | 4,67 | 50 | 40,00 | ||||
2025-08-08 | 13F | Avalon Trust Co | 470 | 0,00 | 32 | 10,71 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 60 848 | −1,62 | 4 090 | 9,01 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 10 897 | −0,80 | 732 | 9,91 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 34 593 | 59,53 | 2 325 | 76,81 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 751 | 0,00 | 50 | 11,11 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 49 237 | −48,51 | 3 310 | −42,95 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 2 303 | 0,00 | 155 | 10,79 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 3 351 | 225 | ||||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 3 939 | −11,86 | 265 | −2,58 | ||||
2025-08-08 | 13F | Sanders Capital, LLC | 3 175 284 | −40,41 | 213 443 | −33,97 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 6 375 | 0,00 | 429 | 10,88 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 6 217 | 18,19 | 418 | 30,72 | ||||
2025-08-07 | 13F | Summit X, LLC | 5 851 | 0,00 | 393 | 11,02 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 16 199 | 43,84 | 1 089 | 59,30 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 27 272 | 0,00 | 1 833 | 10,82 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 28 716 | 28,33 | 1 930 | 42,23 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 6 112 | 411 | ||||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 32 352 | −1,34 | 2 175 | 9,30 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 903 289 | 3,90 | 60 105 | 13,95 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 4 451 | −22,04 | 299 | −13,58 | ||||
2025-07-21 | 13F | Family CFO Inc | 30 109 | −3,45 | 2 024 | 6,98 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 2 711 | 0,00 | 182 | 17,42 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 22 864 | 14,68 | 1 537 | 27,05 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 16 316 | 109,56 | 1 | |||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 10 184 | 685 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 542 | −39,25 | 305 | −29,72 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 15 410 | −35,81 | 1 036 | −28,91 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 4 238 | 0,00 | 0 | |||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 99 | −36,54 | 7 | −33,33 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 44 583 | −0,57 | 2 997 | 10,19 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 10 509 | −1,36 | 706 | 9,29 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | First Hawaiian Bank | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 4 000 | 0,00 | 269 | 10,74 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 3 371 | 0,00 | 227 | 10,78 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 4 171 | 0,02 | 280 | 11,11 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 377 | −3,36 | 361 | 7,12 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 147 127 | 1,98 | 8 925 | 7,75 | ||||
2025-07-16 | 13F | Novem Group | 18 049 | 0,69 | 1 213 | 11,59 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 8 271 | 556 | ||||||
2025-08-08 | 13F | Smithfield Trust Co | 26 442 | 1,68 | 2 | 0,00 | ||||
2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 120 | 0,00 | 8 | 14,29 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 79 947 | 4,08 | 5 374 | 15,35 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 22 798 | −9,39 | 1 532 | 0,39 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 338 827 | 5,12 | 22 776 | 16,49 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 130 442 | −22,12 | 8 768 | −13,70 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 058 | 0,00 | 206 | 10,81 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 325 010 | 93,53 | 21 847 | 114,46 | ||||
2025-07-15 | 13F | Maseco Llp | 3 604 | 242 | ||||||
2025-08-14 | 13F | Navigoe, LLC | 33 | 0 | ||||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 8 515 | −0,07 | 572 | 7,92 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 4 926 | −8,06 | 331 | 1,85 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 306 | 0,33 | 289 | 11,15 | ||||
2025-08-14 | 13F | Granby Capital Management, LLC | 408 000 | 0,00 | 27 426 | 10,81 | ||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 503 888 | 0,08 | 33 871 | 10,90 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 52 422 | 41,13 | 3 524 | 56,37 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | CacheTech Inc. | 102 899 | 6 242 | ||||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 251 073 | −0,25 | 16 877 | 10,54 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 153 121 | 26,93 | 10 293 | 40,66 | ||||
2025-08-13 | 13F | M&t Bank Corp | 424 250 | 157,06 | 28 518 | 184,86 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 200 000 | 13 444 | ||||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 949 121 | 5,38 | 63 800 | 16,78 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 31 | 0,00 | 2 | 100,00 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 088 | 0,55 | 678 | 11,51 | ||||
2025-08-08 | 13F | Creative Planning | 1 376 609 | 1,36 | 92 536 | 12,32 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 4 492 | 25,23 | 302 | 38,71 | ||||
2025-08-14 | 13F | Headinvest, Llc | 5 220 | 10,59 | 351 | 22,38 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 6 763 | 0,00 | 455 | 10,73 | ||||
2025-07-11 | 13F | Myecfo, Llc | 32 643 | −3,00 | 2 194 | 7,50 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 3 560 | −2,65 | 0 | |||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 32 874 | −8,94 | 2 210 | 0,91 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 90 733 | 10,53 | 6 099 | 22,49 | ||||
2025-08-14 | 13F | Susquehanna Advisors Group, Inc. | 20 250 | 0,00 | 1 361 | 10,83 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 4 860 | 0,00 | 327 | 10,88 | ||||
2025-07-21 | 13F | Washington Growth Strategies Llc | 62 322 | 102 067,21 | 4 | 33,33 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 8 165 | 0,22 | 549 | 10,93 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 33 401 | 1,18 | 2 289 | 12,05 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 3 209 | −59,72 | 216 | −55,49 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 165 | 0,61 | 11 | 22,22 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 1 666 | 112 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 2 987 | 201 | ||||||
2025-07-14 | 13F | Ridgewood Investments LLC | 14 976 | 53,99 | 1 007 | 70,80 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 15 739 | 0,70 | 1 058 | 11,60 | ||||
2025-08-13 | 13F | Lumbard & Kellner, LLC | 38 376 | −31,10 | 2 580 | −23,65 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 9 899 | 0,70 | 665 | 11,58 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 35 069 | 115,50 | 2 357 | 138,80 | ||||
2025-04-11 | 13F | Intellectus Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 4 637 | 20,54 | 312 | 33,48 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 5 595 | 0,00 | 376 | 10,91 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 18 069 | −5,21 | 1 | 0,00 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 510 196 | 3,07 | 34 295 | 14,21 | ||||
2025-08-12 | 13F | Cadence Wealth Management LLC | 68 763 | 0,71 | 4 622 | 11,62 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 221 161 | 7,07 | 14 866 | 18,65 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 11 114 | 0,00 | 747 | 10,83 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 9 915 | 0,00 | 601 | 5,62 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 144 925 | 0,39 | 9 742 | 11,25 | ||||
2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 30 972 | 0,47 | 2 082 | 11,28 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 3 353 | 0,03 | 225 | 10,84 | ||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 60 683 | 4 079 | ||||||
2025-07-30 | 13F | Paragon Advisors, LLC | 4 015 | 1,72 | 270 | 12,55 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 11 250 | 0,00 | 682 | 8,08 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 24 371 | 0,00 | 1 478 | 0,00 | ||||
2025-07-25 | 13F | Cwm, Llc | 727 063 | 6,05 | 49 | 17,07 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 626 | 109 | ||||||
2025-08-14 | 13F | UBS Group AG | 6 662 747 | 6,44 | 447 870 | 17,95 | ||||
2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 23 591 | −6,35 | 1 539 | 0,79 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 27 356 | 19,74 | 1 839 | 32,71 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 15 087 | −1,21 | 1 | |||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 1 649 | 0,00 | 0 | |||||
2025-07-22 | 13F | Hill Island Financial Llc | 21 394 | 0,00 | 1 438 | 10,87 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 126 524 | 8 505 | ||||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 85 352 | 0,42 | 5 737 | 11,29 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 260 193 | 4,28 | 17 501 | 15,62 | ||||
2025-08-07 | 13F | Commerce Bank | 127 852 | 18,74 | 8 594 | 31,59 | ||||
2025-08-14 | 13F | CIBC Asset Management Inc | 4 831 180 | 0,19 | 324 752 | 11,02 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 570 071 | −1,37 | 38 320 | 9,30 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 200 | 0,00 | 13 | 8,33 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4 234 | 1,97 | 285 | 13,15 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 169 530 | 56,04 | 11 396 | 72,91 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 232 843 | 0,53 | 15 652 | 7,18 | ||||
2025-07-18 | 13F | Vicus Capital | 15 842 | 0,28 | 1 065 | 11,06 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 7 182 | 0,56 | 483 | 11,32 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 13 848 | 0,00 | 931 | 10,71 | ||||
2025-07-29 | 13F | Altus Wealth Group LLC | 3 036 | 204 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 8 497 | 1,19 | 571 | 12,18 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 449 168 | 0,42 | 30 193 | 11,28 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 105 618 | 95,74 | 6 407 | 118,26 | ||||
2025-07-24 | 13F | Blair William & Co/il | 2 055 577 | 2,70 | 138 176 | 13,80 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 38 560 | 16,67 | 2 592 | 29,34 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 24 434 | 0,00 | 1 642 | 10,80 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 485 | 33 | ||||||
2025-08-13 | 13F | Keystone Financial Group | 19 695 | 34,69 | 1 324 | 49,32 | ||||
2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 |