Grundläggande statistik
| Institutionella ägare | 863 total, 862 long only, 0 short only, 1 long/short - change of 1,17% MRQ |
| Genomsnittlig portföljallokering | 1.3348 % - change of −5,93% MRQ |
| Institutionella aktier (lång) | 401 795 454 (ex 13D/G) - change of 4,34MM shares 1,09% MRQ |
| Institutionellt värde (lång) | $ 23 273 105 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (US:VGIT) har 863 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 401,795,454 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Bank Of America Corp /de/, Morgan Stanley, Empower Advisory Group, LLC, Creative Planning, SCS Capital Management LLC, Colony Group, LLC, Ameriprise Financial Inc, Ronald Blue Trust, Inc., and Nepc Llc .
Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF (NasdaqGM:VGIT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 9, 2025 is 60,24 / share. Previously, on September 10, 2024, the share price was 60,71 / share. This represents a decline of 0,77% 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.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18 205 | −0,82 | 1 083 | 0,09 | ||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 28 920 | 9,79 | 1 730 | 10,55 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 19 446 | 7,72 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 3 902 | 1,32 | 233 | 2,19 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 101 482 | 150,99 | 6 070 | 152,77 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 422 | 25 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 984 | −12,87 | 119 | −12,59 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 521 | 120,29 | 569 | 122,27 | ||||
| 2025-08-13 | 13F | Jump Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 94 512 | 15,74 | 5 668 | 16,87 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 553 | −6,90 | 33 | −5,71 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 552 | 3,38 | 691 | 4,07 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 188 077 | 10,21 | 11 249 | 10,97 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 5 450 | −2,85 | 326 | −2,40 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 132 866 | 1,24 | 7 947 | 1,94 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 158 618 | −13,23 | 9 487 | −12,64 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 18 | 0,00 | 1 | 0,00 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 66 | 4 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 7 144 | −0,57 | 0 | |||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 5 181 | −4,62 | 310 | −4,04 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13 980 | −18,42 | 836 | −17,80 | ||||
| 2025-06-27 | NP | TRTY - Cambria Trinity ETF | 145 998 | 28,30 | 8 756 | 31,91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54 133 | 0,65 | 3 238 | 1,35 | ||||
| 2025-08-14 | 13F | Stansberry Asset Management, Llc | 5 835 | 3,00 | 349 | 3,57 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | −100,00 | 0 | |||||
| 2025-05-23 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 865 000 | 0,00 | 51 381 | 2,41 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 288 | 0,00 | 17 | 0,00 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 36 204 | −8,40 | 2 165 | −7,75 | ||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 5 020 | 300 | ||||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 096 896 | 6,72 | 125 415 | 7,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 569 | 34 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6 283 | 679,53 | 376 | 697,87 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 379 558 | 2,51 | 22 701 | 3,22 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 320 | 0,00 | 318 | 0,63 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 30 070 | 48,57 | 1 798 | 49,58 | ||||
| 2025-05-16 | 13F | Strait & Sound Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 813 | 49 | ||||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 85 360 | 229,33 | 5 105 | 231,71 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 3 510 | 210 | ||||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 26 134 | 30,14 | 1 563 | 31,12 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 102 184 | −15,50 | 6 112 | −14,91 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 119 157 | 3,21 | 7 127 | 3,91 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 296 | 0,00 | 18 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 259 402 | 0,50 | 15 515 | 1,19 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 48 161 | 5,89 | 2 881 | 6,63 | ||||
| 2025-08-06 | 13F | DDFG, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 23 790 | 33,24 | 1 419 | 34,12 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 23 993 | 53,35 | 1 435 | 54,47 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 24 393 | 0,44 | 1 459 | 1,11 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 10 832 | 0,00 | 643 | 2,39 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 8 268 | 0,98 | 495 | 1,65 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 5 175 | 0,00 | 310 | 0,65 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 10 095 | 0,00 | 604 | 0,67 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 49 438 | 2,18 | 2 957 | 2,89 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 3 346 | 200 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 61 040 | 3 884,33 | 3 651 | 3 910,99 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 58 633 | 0,53 | 3 507 | 1,21 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 475 | 0,00 | 28 | 0,00 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 136 330 | 3,02 | 8 154 | 3,73 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 396 850 | 4,56 | 23 736 | 5,28 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 59 056 | 8,85 | 3 532 | 9,62 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 6 964 | −55,99 | 412 | −56,12 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 970 659 | 1,80 | 58 055 | 2,51 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 115 557 | 1,37 | 6 911 | 2,07 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 57 670 | 12,37 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 58 115 | 26,16 | 3 476 | 27,01 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 1 500 | 90 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 185 842 | −25,05 | 11 | −21,43 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 001 | −5,39 | 718 | −4,78 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 204 | 0,00 | 12 | 0,00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 539 | 0,13 | 1 049 | 0,87 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 141 186 | 2,65 | 8 365 | 1,54 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 500 885 | 67,34 | 29 958 | 68,49 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 237 058 | 3,03 | 133 798 | 3,74 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 243 686 | 2,88 | 14 575 | 3,58 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 34 805 | −48,00 | 2 082 | −47,66 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 396 | 24 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 20 403 | −23,89 | 1 220 | −23,37 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 7 370 | 1,56 | 441 | 2,09 | ||||
| 2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 2 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 28 091 | 1 680 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 14 813 | 0,14 | 886 | 0,80 | ||||
| 2025-04-23 | 13F | GHP Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 56 007 | −27,66 | 3 350 | −27,18 | ||||
| 2025-08-08 | 13F | Creative Planning | 15 055 511 | 9,40 | 900 470 | 10,15 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 161 758 | −12,00 | 9 675 | −11,39 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 9 175 | −5,50 | 549 | −4,86 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 92 007 | −2,92 | 5 503 | −2,26 | ||||
| 2025-08-27 | NP | HCXSX - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares | 483 691 | −43,60 | 28 930 | −43,21 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 88 217 | −17,26 | 5 276 | −16,68 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 212 690 | 8,16 | 12 641 | 8,13 | ||||
| 2025-08-12 | 13F | Hikari Tsushin, Inc. | 54 954 | 0,00 | 3 287 | 0,67 | ||||
| 2025-04-11 | 13F | Enclave Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Impact Investors, Inc | 88 104 | 15,00 | 5 269 | 15,80 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 230 799 | 109,19 | 13 804 | 110,65 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 104 570 | 9,13 | 6 254 | 9,89 | ||||
| 2025-08-05 | 13F | Burney Co/ | 1 225 315 | 1,95 | 73 286 | 2,65 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 278 623 | −8,00 | 16 664 | −7,36 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 61 | 1 425,00 | 4 | −50,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4 320 | 258 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 294 976 | −3,91 | 18 | −5,56 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 67 502 | 0,27 | 4 037 | 0,98 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 53 860 | 7,16 | 3 221 | 7,91 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 102 231 | 5,19 | 6 114 | 5,93 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 22 288 | 15,14 | 1 333 | 16,01 | ||||
| 2025-05-15 | 13F | Texas Treasury Safekeeping Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 279 730 | 3,42 | 17 | 0,00 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 5 333 | −13,57 | 319 | −14,52 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 10 192 | −4,39 | 610 | −3,79 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 35 843 | −7,59 | 2 144 | −6,95 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 3 361 | −62,98 | 201 | −62,71 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 16 192 | 0,00 | 968 | 0,73 | ||||
| 2025-06-26 | NP | MSTGX - Morningstar Global Income Fund | 68 548 | −67,03 | 4 111 | −66,11 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 395 000 | 0,00 | 24 | 0,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 675 112 | 185,66 | 40 378 | 187,63 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 33 047 | 5,47 | 1 977 | 6,18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 017 471 | −0,01 | 60 855 | 0,67 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 4 007 | 17,10 | 240 | 17,73 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 330 | 20 | ||||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 40 244 | 0,56 | 2 407 | 1,22 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 62 | 0,00 | 4 | 0,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 16 040 | 65,00 | 959 | 66,20 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 33 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 536 | 0,00 | 32 | 3,23 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 27 795 | 123,74 | 1 662 | 125,51 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 820 | 0,00 | 49 | 2,08 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 283 187 | 106,52 | 16 937 | 107,94 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 330 | 0,00 | 79 | 0,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 96 875 | −8,13 | 5 794 | −7,49 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Daiwa Securities Group Inc. | 541 | 21,57 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 5 547 | 6,80 | 332 | 7,47 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 3 520 | 211 | ||||||
| 2025-07-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 2 974 | 41,69 | 178 | 42,74 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 4 545 | 1,04 | 272 | 1,50 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 2 444 | 39,50 | 146 | 40,38 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 1 002 142 | 1,25 | 59 938 | 1,95 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 381 540 | 4,74 | 22 698 | 4,90 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 25 021 | 76,02 | 1 497 | 77,25 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 3 546 | −21,43 | 212 | −20,90 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 315 241 | 2,13 | 18 855 | 2,84 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 2 508 721 | 2,48 | 150 047 | 3,19 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 108 704 | 15,90 | 6 502 | 16,69 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 30 915 | 97,05 | 1 849 | 98,60 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 21 449 | 15,14 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 9 | 1 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 191 | 15,06 | 11 | 22,22 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 510 | 0,00 | 90 | 1,12 | ||||
| 2025-08-13 | 13F | United Wealth Management, LLC | 337 201 | −3,68 | 20 168 | −3,01 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 16 201 | 33,05 | 962 | 33,24 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 6 900 | 0,00 | 413 | 0,73 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 087 | 10,92 | 65 | 12,07 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 9 136 | 50,04 | 546 | 51,25 | ||||
| 2025-08-14 | 13F | Cooperman Leon G | 25 028 | 0,00 | 1 497 | 0,67 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 12 278 | 0,00 | 1 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 345 737 | −10,13 | 20 679 | −9,35 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 164 381 | 26,43 | 9 801 | 27,32 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 8 139 | 487 | ||||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 4 708 | −7,49 | 282 | −6,95 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 7 375 | −0,95 | 441 | −0,23 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 3 564 | 213 | ||||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 151 121 | 17,80 | 9 039 | 18,61 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 029 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 7 543 279 | 83,50 | 451 113 | 84,73 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 469 685 | 342,94 | 87 902 | 346,02 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 13 574 | 6,62 | 804 | 6,49 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 136 913 | 9,63 | 8 189 | 10,38 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 180 | 0,00 | 11 | 0,00 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 456 | −3,04 | 1 941 | −2,36 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 80 024 | 13,09 | 4 786 | 13,87 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 687 | −5,50 | 1 895 | −4,82 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 327 | −12,24 | 319 | −11,67 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 29 041 | 8,37 | 1 737 | 9,11 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 055 | 0,00 | 63 | 1,61 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 10 925 | 21,27 | 653 | 22,06 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 996 | 0,00 | 60 | 0,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 129 331 | 2,97 | 7 735 | 3,69 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 24 445 | 7,95 | 1 448 | 7,34 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22 791 | 47,72 | 1 359 | 47,13 | ||||
| 2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 189 577 | 11 261 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 90 | 5 | ||||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 14 793 | 0,00 | 885 | 0,68 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 621 862 | −0,68 | 37 194 | 0,00 | ||||
| 2025-08-27 | NP | HCIIX - The Core Fixed Income Portfolio HC Strategic Shares | 197 801 | −67,85 | 11 830 | −67,63 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 135 | 367 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 224 | −70,41 | 13 | −70,45 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 556 268 | 6,03 | 33 270 | 6,76 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 92 641 | 3,76 | 5 541 | 4,47 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10 695 | 0,00 | 640 | 0,63 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 47 200 | 4,88 | 2 804 | 7,39 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 243 | −1,16 | 373 | −0,53 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mechanics Financial Corp | 34 254 | 20,32 | 2 049 | 21,11 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 98 985 | 1,42 | 5 920 | 2,12 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 42 980 | −2,90 | 2 571 | −2,24 | ||||
| 2025-05-13 | 13F | State of Tennessee, Treasury Department | 0 | −100,00 | 0 | |||||
| 2025-05-13 | 13F | Cascade Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tiff Advisory Services Inc | 55 717 | 0,00 | 3 332 | 0,70 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 25 575 | −48,67 | 1 530 | −48,33 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 85 408 | 138,43 | 5 108 | 140,15 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 1 238 333 | 73 867 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 96 355 | −0,14 | 5 764 | 0,58 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 41 023 | −0,33 | 2 454 | 0,37 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 50 420 | 0,00 | 3 016 | 0,70 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 514 | 703,12 | 31 | 900,00 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 72 197 | −40,64 | 4 | −42,86 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 130 082 | −19,38 | 7 697 | −19,25 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 640 090 | −2,53 | 38 284 | −1,85 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 43 050 | 8,96 | 2 575 | 9,72 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 63 600 | 0,11 | 3 773 | 1,23 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 181 149 | 0,00 | 10 760 | 2,42 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 813 555 | 1,03 | 108 469 | 1,73 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 1 110 253 | 3,24 | 66 404 | 3,95 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 17 319 | −39,55 | 1 036 | −39,15 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 264 909 | 17,22 | 15 812 | 17,93 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 619 594 | 144,59 | 336 108 | 146,28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 11 045 | 1 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 6 731 | 398 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 1 935 | −1,98 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60 001 | 2,20 | 3 589 | 2,90 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 19 111 064 | −20,14 | 1 143 033 | −19,59 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 512 | 0,00 | 31 | 0,00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 105 | 6 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 553 | −11,33 | 571 | −10,64 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 20 149 | −11,00 | 1 205 | −10,34 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 175 449 | 0,34 | 10 494 | 1,04 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 5 263 | −0,66 | 315 | 0,00 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 50 938 | 0,87 | 3 047 | 1,57 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 197 | 0,00 | 311 | 0,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 575 614 | 14,61 | 34 428 | 15,40 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 9 975 | −19,26 | 597 | −18,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12 131 | −1,24 | 726 | −0,55 | ||||
| 2025-08-14 | 13F | State Street Corp | 4 450 000 | −19,09 | 266 154 | −18,53 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 40 559 | −0,73 | 2 426 | −0,08 | ||||
| 2025-08-13 | 13F | Employees Retirement System of Texas | 1 428 | 0,63 | ||||||
| 2025-07-11 | 13F | First PREMIER Bank | 526 | −74,66 | 0 | |||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 451 073 | 21,62 | 26 979 | 22,46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 8 459 588 | 4,72 | 505 968 | 5,45 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 678 | 220 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 12 314 | 736 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 41 361 | 1,52 | 2 474 | 2,19 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 471 782 | −15,23 | 28 217 | −14,64 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 190 985 | 4,89 | 11 423 | 5,61 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 71 990 | −3,47 | 4 306 | −3,73 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 5 724 | 12,50 | 342 | 13,25 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 11 120 | 0,00 | 665 | 0,76 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 923 716 | 1,81 | 55 247 | 2,51 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 38 118 | 5,14 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Integrity Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 616 110 | 21,74 | 36 850 | 22,58 | ||||
| 2025-07-30 | 13F | Ethic Inc. | 10 849 | −62,13 | 647 | −61,92 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 25 108 | 255,49 | 1 502 | 258,23 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 3 528 | −22,26 | 211 | −21,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 129 303 | 169,98 | 7 734 | 171,91 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 162 334 | 5,30 | 9 709 | 6,03 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 51 834 | −7,87 | 3 100 | −7,24 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13 690 | −0,03 | 819 | 0,62 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 142 898 | 97,24 | 8 547 | 98,61 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 76 614 | −0,58 | 4 551 | −0,59 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14 696 | −6,95 | 879 | −6,40 | ||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 7 095 | 93,59 | 424 | 95,39 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 501 713 | 13,84 | 149 627 | 14,62 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 43 | 0,00 | 3 | 0,00 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 1 015 724 | −6,40 | 60 334 | −4,14 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 26 335 | −1,85 | 1 575 | −1,13 | ||||
| 2025-08-07 | 13F | PFG Advisors | 12 512 | 1,03 | 748 | 1,77 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 92 256 | −3,32 | 5 518 | −2,66 | ||||
| 2025-08-13 | 13F | Virtus Fixed Income Advisers, LLC | 15 | 1 | ||||||
| 2025-04-22 | 13F | Tower View Investment Management & Research LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 517 236 | 38,00 | 90 746 | 38,95 | ||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 27 031 | 54,46 | 1 617 | 55,53 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1 549 | 93 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 28 607 | 20,71 | 1 711 | 21,54 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 45 223 | −20,54 | 2 696 | −20,85 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 9 579 | 0,00 | 573 | 0,70 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 8 863 | 530 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 100 323 | 7,28 | 6 000 | 8,03 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 6 665 | 0,00 | 399 | 0,76 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 13 185 | 227,09 | 789 | 210,24 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 47 496 | −2,79 | 2 841 | −2,14 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 13 432 | 803 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 85 675 | 10,35 | 5 124 | 11,13 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 025 | −0,99 | 420 | −0,24 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 6 316 | 52,71 | 378 | 53,88 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 12 748 | −35,14 | 762 | −34,70 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 4 824 | 26,15 | 289 | 26,87 | ||||
| 2025-08-27 | NP | HCASX - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares | 529 092 | 13,75 | 31 645 | 14,54 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 53 075 | 23,64 | 3 174 | 24,52 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 591 | −16,99 | 35 | −14,63 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 22 778 | 0,00 | 1 362 | 0,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 45 750 | −20,79 | 2 736 | −20,23 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 244 122 | −0,48 | 14 601 | 0,20 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 256 | 0,03 | 195 | 0,52 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 4 175 | 0,00 | 250 | 0,81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 10 449 | 0,00 | 625 | 0,65 | ||||
| 2025-04-11 | 13F | LifeGuide Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 174 | 0,00 | 10 | 0,00 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 46 995 | −0,43 | 2 811 | 0,25 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 391 952 | 1,78 | 23 443 | 2,48 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 8 324 | 29,68 | 498 | 30,45 | ||||
| 2025-07-21 | 13F | 25 Llc | 303 974 | 14,00 | 18 181 | 14,78 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 23 161 | 61,05 | 1 385 | 62,18 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 285 416 | −14,52 | 17 071 | −13,83 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 390 381 | 32,93 | 23 349 | 37,08 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 901 | 0,00 | 54 | 0,00 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 4 510 | 12,47 | 270 | 13,03 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 845 | 81,59 | 110 | 83,33 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 6 902 | 0,48 | 413 | 0,98 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 285 002 | −2,74 | 17 046 | −2,07 | ||||
| 2025-05-15 | 13F | Dai-ichi Life Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 5 214 | 312 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 167 | −62,30 | 10 | −65,38 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 9 | −93,18 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 251 | 15 | ||||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 17 509 | 1 047 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 514 | −44,95 | 330 | −44,61 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 942 520 | 3,88 | 56 | 5,66 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4 287 | 256 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 850 071 | 23,73 | 50 843 | 24,59 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 88 054 | −3,96 | 5 267 | −3,29 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 56 067 | −3,47 | 3 353 | −2,81 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 17 290 | 24,84 | 1 034 | 25,79 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 117 906 | −6,44 | 7 052 | −5,80 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 330 589 | −13,05 | 19 721 | −12,53 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 853 | 18,53 | 350 | 19,45 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 144 500 | 8 643 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 4 360 | 12,55 | 261 | 16,07 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 282 | 0,00 | 17 | 0,00 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4 206 | 0,00 | 252 | 0,80 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 407 | −2,97 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 586 212 | 0,78 | 154 681 | 1,47 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 74 009 | 2,49 | 4 407 | 2,75 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 3 081 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 210 420 | −11,25 | 12 467 | −11,47 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 233 | 0,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 633 | 46,06 | 98 | 46,97 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1 119 200 | 3,34 | 66 581 | 3,62 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 162 107 | −0,09 | 9 696 | 0,60 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 68 121 | −4,39 | 4 074 | −3,73 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 726 377 | 837,30 | 43 445 | 843,82 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 10 585 | 15,14 | 633 | 15,93 | ||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 45 195 | −22,52 | 2 685 | −20,66 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 604 184 | 259,80 | 36 136 | 262,30 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 108 884 | −0,37 | 6 512 | 0,32 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 101 | 4 950,00 | 6 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 14 481 | 0,98 | 866 | 1,76 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 486 036 | 0,45 | 29 070 | 1,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 20 039 | 1,61 | 1 199 | 2,31 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 105 990 | 61,51 | 6 339 | 62,62 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 596 112 | 5,43 | 35 749 | 9,01 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 611 | −46,02 | 37 | −46,27 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 262 143 | 0,15 | 15 679 | 0,84 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 30 930 | 29,65 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 77 446 | −2,79 | 4 632 | −2,11 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 66 623 | 6,69 | 3 957 | 9,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 589 975 | −5,15 | 35 286 | −4,49 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 669 | −9,63 | 339 | −8,87 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 710 | −8,28 | 760 | −7,65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 157 735 | 9,32 | 9 434 | 10,08 | ||||
| 2025-05-13 | 13F | GKV Capital Management Co., Inc. | 65 624 | 3 898 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 329 758 | 19 723 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 6 237 | −0,45 | 371 | −0,27 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 912 | −9,25 | 54 | −6,90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46 110 946 | 1,10 | 2 757 896 | 1,80 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 25 325 | 0,44 | 1 515 | 1,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 775 | 17,78 | 106 | 19,10 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 30 939 | −31,47 | 1 850 | −31,00 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 171 737 | 27,26 | 10 272 | 28,15 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 670 | −7,09 | 219 | −6,41 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 17 204 | 13,73 | 1 029 | 14,48 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 5 742 | −39,94 | 0 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 445 355 | 0,00 | 26 908 | −54,55 | ||||
| 2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 17 441 | 0,00 | 1 046 | 2,75 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 619 131 | 6,34 | 37 030 | 7,08 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 122 064 | −24,21 | 7 301 | −23,70 | ||||
| 2025-05-08 | 13F | Tiaa Trust, National Association | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 32 503 | −7,37 | 1 944 | −6,72 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 18 035 | 89,60 | 1 079 | 95,64 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 81 169 | −86,02 | 4 855 | −85,92 | ||||
| 2025-08-13 | 13F | Sun Life Financial Inc | 175 700 | 11 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 430 | 325 | ||||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 374 141 | −5,50 | 22 377 | −4,84 | ||||
| 2025-07-31 | 13F | Quest Partners LLC | 98 111 | 5 868 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 47 985 | −8,96 | 2 870 | −8,34 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 2 000 | 0,00 | 120 | 0,85 | ||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 3 507 | 210 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 635 | 98 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 5 290 | −66,67 | 315 | −66,60 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 303 951 | 22,16 | 18 179 | 23,01 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 500 | 0,00 | 150 | 0,68 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 405 381 | 29,57 | 24 | 33,33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 10 700 | 30,49 | 640 | 31,21 | |||
| 2025-08-04 | 13F | Atria Investments Llc | 299 105 | 21,29 | 17 889 | 22,13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 3 825 863 | 51,40 | 228 825 | 52,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 32 031 | 18,76 | 1 916 | 22,44 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Intermediate Government Bond Portfolio Class IA | 2 050 000 | −21,15 | 122 610 | −20,61 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 957 | 8,59 | 655 | 9,35 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 1 238 | −74,09 | 74 | −73,85 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 12 692 | −6,28 | 759 | −5,60 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2 676 | 0,00 | 160 | 1,27 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 59 485 | 4,05 | 3 558 | 4,77 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1 015 | −76,17 | 61 | −76,19 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 57 021 | 4,38 | 3 410 | 5,12 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 552 994 | −3,19 | 33 075 | −2,52 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 9 833 | 0,78 | 588 | 1,55 | ||||
| 2025-07-21 | 13F | Zwj Investment Counsel Inc | 11 504 | −9,07 | 688 | −8,39 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 79 228 | 11,36 | 4 739 | 12,12 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 343 649 | 2,98 | 80 364 | 3,69 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 111 533 | 2,39 | 6 671 | 3,09 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 59 958 | 0,16 | 3 586 | 0,84 | ||||
| 2025-08-05 | 13F | Texas Bank & Trust Co | 4 258 | −10,45 | 255 | −9,93 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 135 852 | 35,29 | 8 125 | 36,23 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Future You Wealth Llc | 11 341 | 678 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 433 214 | 12,44 | 25 911 | 13,21 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 1 521 284 | 2,29 | 90 987 | 2,99 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 888 571 | 3,83 | 172 765 | 4,55 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Perennial Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 573 230 | 2,39 | 33 884 | 2,08 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 407 | 0,99 | 24 | 4,35 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 62 778 | −1,40 | 3 755 | −0,71 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 69 920 | −1,37 | 4 182 | −0,69 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 348 | 21 | ||||||
| 2025-07-14 | 13F | E&G Advisors, LP | 22 505 | 0,00 | 1 346 | 0,75 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 472 | 88 | ||||||
| 2025-05-15 | 13F | Amussen Hunsaker Associates Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 206 917 | 12,73 | 12 376 | 13,51 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 8 310 | 18,66 | 497 | 19,76 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 44 858 | 0,10 | 2 683 | 0,79 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101 189 | −70,01 | 6 052 | −69,80 | ||||
| 2025-04-25 | 13F | Root Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pacific Wealth Management | 6 652 | 398 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 37 | 0,00 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 028 | −15,45 | 241 | −14,89 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 410 | 264 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 91 962 | 1,78 | 5 500 | 2,48 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 026 698 | 2,56 | 61 407 | 3,27 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 197 071 | 65,85 | 11 787 | 66,99 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 1 049 | 0,00 | 63 | 0,00 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 257 255 | 4,86 | 15 | 7,14 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 405 898 | 24 277 | ||||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 17 370 | 99,95 | 1 039 | 101,16 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 798 | −50,31 | 526 | −49,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 74 285 932 | −4,10 | 4 443 042 | −3,43 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 240 | 14 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 517 | 210 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 8 728 | −65,92 | 522 | −65,68 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 794 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 14 304 | 0,03 | 856 | 0,71 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 14 103 | −7,62 | 844 | −6,95 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 10 545 183 | −1,68 | 630 707 | −1,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 413 843 | 8,25 | 24 752 | 8,99 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 93 959 | 12,49 | 5 620 | 13,26 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 13 299 | 1,78 | 795 | 2,45 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 334 517 | −28,23 | 79 817 | −27,73 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10 849 | 1,74 | 649 | 2,37 | ||||
| 2025-08-14 | 13F | PYA Waltman Capital, LLC | 66 227 | −2,08 | 3 961 | −1,39 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 13 135 | −36,57 | 786 | −36,13 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 334 | 0,00 | 20 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 161 | −9,01 | 425 | −9,21 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3 682 | 0,77 | 220 | 1,38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 76 480 | 2,51 | 4 574 | 3,23 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 805 531 | 3,10 | 107 989 | 3,82 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 331 469 | 5,86 | 20 | 5,56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 676 | −0,02 | 818 | 0,62 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 7 798 | 33,46 | 466 | 34,29 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 708 | −4,58 | 42 | −4,55 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 163 200 | 2,02 | 9 694 | 4,49 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | RHS Financial, LLC | 39 673 | 998,06 | 2 373 | 1 008,41 | ||||
| 2025-05-08 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 955 | 117 | ||||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 155 123 | −0,98 | 9 278 | −0,30 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 75 809 | −4,56 | 4 534 | −3,90 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 350 | −18,97 | 81 | −18,37 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 12 758 | −32,48 | 763 | −32,00 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Retireful, LLC | 44 750 | 2 676 | ||||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 78 501 | 19,60 | 4 695 | 20,45 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 757 870 | 2,07 | 45 | 2,27 | ||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 3 144 | 188 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 404 847 | 8,18 | 143 834 | 8,92 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 50 091 | 15,57 | 2 996 | 16,36 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 521 867 | −1,62 | 31 213 | −0,94 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 63 558 | 2,38 | 3 801 | 3,09 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 169 160 | 6,62 | 10 117 | 7,35 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 4 325 | 0,58 | 259 | 1,18 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 162 334 | 9 709 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 336 558 | 20,25 | 20 130 | 21,08 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 58 511 | 6,52 | 3 500 | 7,27 | ||||
| 2025-07-09 | 13F | Emprise Bank | 470 060 | 2,70 | 28 114 | 3,41 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 576 | 65,52 | 34 | 70,00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 57 073 | −5,10 | 3 414 | −4,45 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 252 094 | 28,00 | 15 078 | 28,89 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 147 | 0,00 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 671 | 160 | ||||||
| 2025-08-11 | 13F | Lcnb Corp | 21 386 | 0,28 | 1 279 | 1,03 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 17 614 | 5,96 | 1 | |||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 197 329 | 7,77 | 11 802 | 8,51 | ||||
| 2025-07-31 | 13F | City State Bank | 58 | 0,00 | 3 | 0,00 | ||||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 23 | −4,17 | 1 | |||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 220 167 | 5,68 | 13 168 | 6,42 | ||||
| 2025-05-15 | 13F | BTG Pactual Asset Management US LLC | 0 | −100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 223 | 0,00 | 13 | 0,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 340 837 | 2,72 | 20 385 | 3,43 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 898 | −99,90 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 121 195 | 14,83 | 7 249 | 15,62 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 636 331 | 5,57 | 38 059 | 6,30 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 5 475 | 2,22 | 327 | 2,83 | ||||
| 2025-04-17 | 13F | AA Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 10 358 | 0,00 | 620 | 0,65 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 445 741 | −19,97 | 26 660 | −19,42 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 33 814 | 8,13 | 2 022 | 8,89 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 21 712 | 221,18 | 1 299 | 223,69 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 28 | 2 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 44 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 253 | 0,45 | 254 | 1,20 | ||||
| 2025-07-22 | 13F | Iowa State Bank | 5 271 | 0,00 | 315 | 0,64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 168 443 | −45,92 | 10 075 | −45,50 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10 864 | 650 | ||||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 26 934 | −9,09 | 1 611 | −8,47 | ||||
| 2025-07-29 | 13F | Stableford Capital Ii Llc | 86 507 | −2,05 | 5 133 | −1,97 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 39 | 0,00 | 2 | 0,00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 12 638 | 196,39 | 756 | 198,42 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 102 861 | 17,32 | 6 152 | 18,15 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 4 028 | 241 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 10 192 | 610 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 7 325 | 0,98 | 438 | 1,86 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 3 757 356 | 24,15 | 224 575 | 24,93 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 78 727 | −12,28 | 4 709 | −11,67 | ||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 344 943 | −46,73 | 20 631 | −46,36 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 693 774 | −85,80 | 41 495 | −85,70 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 36 140 | −24,14 | 2 162 | −23,61 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 923 | −36,58 | 175 | −34,83 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 1 253 | 0,00 | 75 | 0,00 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 95 002 | 5,01 | 5 682 | 5,73 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 22 694 | 1 357 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 386 947 | 55,14 | 23 143 | 56,22 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 40 425 | −1,00 | 2 418 | −0,33 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 141 031 | 214,16 | 8 435 | 216,39 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 9 400 | −31,39 | 562 | −30,87 | |||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 14 723 | 31,62 | 881 | 32,53 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 435 069 | 0,46 | 26 021 | 1,15 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 99 631 | −8,49 | 5 959 | −7,87 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 260 931 | −7,62 | 16 | −6,25 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 599 | −51,30 | 36 | −50,70 | ||||
| 2025-08-12 | 13F | Gitterman Wealth Management, LLC | 1 385 699 | 1,12 | 82 879 | 1,82 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 174 | −9,64 | 1 027 | −9,03 | ||||
| 2025-05-27 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 25 740 | 1 529 | ||||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 39 290 | 13,21 | 2 347 | 13,88 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 21 342 | −0,17 | 1 276 | 0,55 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 4 168 | 0,00 | 249 | 0,81 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 54 486 | −2,33 | 3 259 | −1,66 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 92 631 | 3,38 | 5 540 | 4,10 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 9 333 | 8,40 | 558 | 9,00 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 25 438 | 0,65 | 1 521 | 1,33 | ||||
| 2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 67 162 | 5,50 | 3 984 | 6,70 | ||||
| 2025-04-18 | 13F | Creative Capital Management Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 232 183 | 7,88 | 13 924 | 10,92 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6 272 | −2,58 | 375 | −2,09 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 467 469 | −21,00 | 27 959 | −20,46 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 10 709 | −0,06 | 641 | 0,63 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 3 519 | 210 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 30 106 | 16,32 | 1 801 | 17,11 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 580 | 6,39 | 154 | 7,69 | ||||
| 2025-08-13 | 13F | Cliffwater LLC | 710 087 | −7,52 | 42 470 | −6,88 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 42 636 | 2 550 | ||||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 26 688 | 28,40 | 1 596 | 29,34 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 227 976 | −4,42 | 13 635 | −3,76 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 432 502 | 6,19 | 25 868 | 6,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 723 | 96,44 | 821 | 98,07 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 224 500 | 4,15 | 13 335 | 111 025,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 144 | 0 | ||||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 4 204 | 0,69 | 251 | 1,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 111 997 | 0,41 | 7 | 0,00 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 40 911 | 2 447 | ||||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 11 796 | 0,02 | 706 | 0,71 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 500 547 | 7,91 | 29 938 | 8,65 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 22 | 1 | ||||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 9 930 | 150,06 | 590 | 156,09 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 156 371 | 15,96 | 9 353 | 16,75 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 100 392 | −3,95 | 6 004 | −3,29 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 642 627 | 0,82 | 98 246 | 1,52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 179 | 16,99 | 11 | 11,11 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 99 | 0,00 | 6 | 0,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 6 205 | 59,51 | 0 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5 750 203 | 5 835,26 | 97 | −98,33 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 49 877 | 29,00 | 3 | 0,00 | ||||
| 2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 5 454 | 0,48 | 326 | 1,24 | ||||
| 2025-08-14 | 13F | Cove Street Capital, LLC | 5 000 | 299 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27 184 | 68,09 | 1 626 | 69,27 | ||||
| 2025-07-07 | 13F | Trust Co | 9 150 | −0,01 | 547 | 0,74 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 1 850 | 111 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 17 443 | −8,36 | 1 043 | −7,70 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1 425 | −48,57 | 85 | −48,17 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 81 524 | 8,10 | 4 876 | 8,84 | ||||
| 2025-06-20 | NP | ABXB - TrimTabs Donoghue Forlines Tactical High Yield ETF | 8 775 | −92,84 | 526 | −92,70 | ||||
| 2025-06-24 | NP | MBNAX - MainStay Balanced Fund Class A | 223 613 | 208,53 | 13 410 | 217,25 | ||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 26 667 | −26,76 | 1 595 | −26,27 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 9 460 | −13,61 | 566 | −13,08 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 14 690 | 18,47 | 879 | 19,29 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 741 | −14,14 | 44 | −13,73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB | 2 400 000 | −17,24 | 143 544 | −16,67 | ||||
| 2025-04-29 | 13F | One Day In July LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 163 | 10 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 852 | −86,12 | 350 | −86,03 | ||||
| 2025-08-13 | 13F | Lauer Wealth, LLC | 102 638 | 0,84 | 6 117 | 0,46 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Harvest Portfolios Group Inc. | 107 616 | 5,84 | 6 437 | 6,57 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 166 316 | 1,59 | 9 947 | 2,29 | ||||
| 2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 16 802 | 0,00 | 1 005 | 0,60 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 146 598 | 8 768 | ||||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 105 217 | −1,57 | 6 293 | −0,88 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 108 282 | 56,63 | 6 476 | 57,72 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 16 307 | 26,54 | 975 | 27,45 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 501 658 | 14,02 | 388 864 | 14,81 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 110 170 | 20,94 | 6 589 | 21,77 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 225 407 | −0,14 | 252 722 | 0,55 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 136 979 | 12,88 | 8 193 | 13,65 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 14 700 | −7,44 | 879 | −6,79 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 51 533 | −85,33 | 3 | −85,00 | ||||
| 2025-05-14 | 13F | Guidance Point Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 19 278 | −0,41 | 1 153 | 0,35 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 9 258 | 9,15 | 554 | 9,94 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 283 598 | 0,98 | 16 846 | 3,42 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 4 710 | 0,00 | 282 | 0,72 | ||||
| 2025-08-27 | NP | HCUSX - The U.S. Government Fixed Income Securities Portfolio HC Strategic Shares | 3 187 898 | −56,98 | 190 668 | −56,68 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 9 754 | 583 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4 235 | −32,13 | 253 | −31,62 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 561 111 | −1,60 | 33 560 | −0,92 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 233 514 | 1,86 | 13 966 | 2,56 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 39 349 | −7,22 | 2 353 | −6,59 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 39 140 | 26,38 | 2 341 | 27,24 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 5 | ||||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 41 373 | 0,69 | 2 475 | 1,39 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 6 907 | −23,73 | 413 | −23,09 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 128 831 | −32,34 | 246 945 | −31,87 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 331 | −12,20 | 319 | −11,67 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 23 085 | 3,36 | 1 381 | 4,07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 264 | 37,85 | 375 | 39,03 | ||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 99 041 | 5,21 | 5 924 | 4,92 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 336 | −6,68 | 795 | −6,14 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 83 809 | 4,96 | 5 013 | 8,23 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 21 753 | 145,82 | 1 301 | 147,81 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 31 692 | −0,97 | 1 895 | −0,26 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 380 159 | −16,98 | 22 737 | −16,41 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 13 977 | −9,70 | 836 | −9,14 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 101 403 | 9,57 | 6 054 | 10,11 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 134 | 1,52 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 95 | −9,52 | 6 | −16,67 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 28 534 | 45,10 | 1 707 | 46,06 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 751 | 13,79 | 45 | 12,82 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 237 361 | 6,61 | 14 152 | 7,36 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 702 | 0,69 | 341 | 1,49 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 406 | 0,00 | 84 | 1,20 | ||||
| 2025-08-14 | 13F | Fmr Llc | 6 053 320 | −36,77 | 362 049 | −36,33 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Nwam Llc | 24 295 | 20,33 | 1 442 | 20,18 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 867 | 351 | ||||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15 392 | 98,66 | 921 | 100,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 801 | 8,27 | 168 | 9,15 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 3 700 | 0,00 | 221 | 0,91 |
Other Listings
| MX:VGIT |
