Grundläggande statistik
| Institutionella ägare | 1842 total, 1836 long only, 1 short only, 5 long/short - change of 6,46% MRQ |
| Genomsnittlig portföljallokering | 0.6251 % - change of 12,29% MRQ |
| Institutionella aktier (lång) | 54 035 799 (ex 13D/G) - change of 5,35MM shares 11,00% MRQ |
| Institutionellt värde (lång) | $ 31 626 634 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard World Fund - Vanguard Information Technology ETF (US:VGT) har 1842 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 54,039,585 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, UBS Group AG, Proficio Capital Partners LLC, Wells Fargo & Company/mn, Laurel Wealth Advisors LLC, LPL Financial LLC, Kingstone Capital Partners Texas, LLC, and Raymond James Financial Inc .
Vanguard World Fund - Vanguard Information Technology ETF (ARCA:VGT) 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 18, 2025 is 734,41 / share. Previously, on September 18, 2024, the share price was 563,00 / share. This represents an increase of 30,45% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-29 | 13F | Acorn Financial Advisory Services Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Wealth Alliance | 683 | 0,00 | 453 | 22,43 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 15 083 | −20,23 | 10 004 | −2,45 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 631 | 22,29 | 0 | |||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Financial Life Advisors | 892 | 0,00 | 592 | 22,36 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 999 | 0,10 | 662 | 22,37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20 383 | −1,03 | 13 519 | 21,03 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 12 043 | 0,53 | 6 532 | −12,32 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 860 | 17,85 | 5 877 | 43,98 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 50 137 | 22,62 | 33 256 | 45,99 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 928 | 0,00 | 1 942 | 22,29 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 1 873 | 38,64 | 1 243 | 69,67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 429 | 0,00 | 285 | 22,41 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 334 | 222 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 24 | 0,00 | 16 | 15,38 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 675 | −39,95 | 447 | −26,60 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 504 | 0,00 | 334 | 22,34 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 29 482 | 22,44 | 19 555 | 49,74 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 3 151 | 42,06 | 2 090 | 73,79 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 5 023 | −2,66 | 3 331 | 19,05 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 669 | 416 | ||||||
| 2025-08-12 | 13F | Sfmg, Llc | 712 | 0,00 | 472 | 22,28 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 594 | 4,03 | 394 | 27,51 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 1 029 | 0,10 | 682 | 22,44 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 3 033 | −1,33 | 2 012 | 20,64 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 187 | 0,00 | 124 | 22,77 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 342 | 0,00 | 1 553 | 36,59 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 922 | 1,43 | 612 | 23,94 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 1 034 | −4,52 | 686 | 16,70 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 6 555 | 7,35 | 4 348 | 31,29 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 397 | 6,43 | 263 | 30,20 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 28 | 19 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 184 | 0,00 | 122 | 23,23 | ||||
| 2025-04-28 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 1 650 | −48,57 | 987 | −50,55 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 460 | 223,01 | 968 | 295,10 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 1 649 | 0,00 | 1 094 | 22,26 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5 476 | 2,22 | 3 632 | 25,03 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 768 | 0,00 | 509 | 22,36 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 786 | 1,29 | 521 | 24,05 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 885 | −40,08 | 587 | −26,72 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 378 | 0,27 | 250 | 22,55 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 781 415 | 48,66 | 518 297 | 81,80 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 5 172 | 2,54 | 3 430 | 25,41 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 1 205 | −65,15 | 799 | −57,39 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 41 475 | −12,93 | 27 510 | 6,48 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 4 614 | 0,85 | 3 061 | 23,34 | ||||
| 2025-08-12 | 13F | Bokf, Na | 17 623 | −2,30 | 11 689 | 19,47 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 2 716 | 0,00 | 1 802 | 22,27 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6 124 | 0,79 | 4 062 | 23,25 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 2 697 | −12,92 | 1 789 | 6,49 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 203 | 0,00 | 135 | 21,82 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 1 842 | −17,14 | 1 222 | 1,33 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 472 | −0,42 | 313 | 21,40 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 22 385 | 49,75 | 14 848 | 83,14 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 1 106 | 0,27 | 734 | 22,58 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 12 333 | −0,27 | 8 180 | 21,97 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 1 190 | 1,71 | 789 | 24,45 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 963 | −87,94 | 2 627 | 29,03 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 19 690 | −6,08 | 13 060 | 14,84 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 1 027 | −0,68 | 681 | 21,61 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 350 | 232 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4 074 | 62,70 | 2 702 | 99,12 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 1 122 | 0,00 | 744 | 22,37 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 861 | −0,12 | 571 | 22,27 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 8 051 | 79,67 | 5 340 | 119,75 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 2 852 | 0,00 | 1 892 | 22,32 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 34 | 0,00 | 23 | 22,22 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 531 | 0,00 | 352 | 22,65 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 56 | 37 | ||||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 6 706 | −20,22 | 3 637 | −30,41 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 85 822 | −1,15 | 57 | 19,15 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 357 | −46,32 | 248 | −26,27 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 969 | −82,81 | 643 | −78,96 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 55 838 | −8,45 | 37 036 | 11,96 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 039 | −0,76 | 689 | 21,52 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 557 | 0,00 | 369 | 22,19 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 605 | 1,00 | 401 | 23,08 | ||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 325 | 216 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 1 706 | 0,00 | 1 132 | 22,27 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 514 | 341 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 14 481 | −24,35 | 9 605 | −7,48 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 3 909 | 0,00 | 2 593 | 22,26 | ||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 664 | 0,00 | 440 | 22,22 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 464 | 0,00 | 308 | 22,31 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 4 161 | 2 760 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 22 356 | 0,37 | 14 828 | 22,75 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 499 | −15,57 | 271 | −26,43 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 9 313 | 2,16 | 6 | 50,00 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 170 | −12,58 | 2 103 | 6,92 | ||||
| 2025-06-17 | NP | MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A | 1 473 | 0,00 | 809 | −10,90 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 4 352 | 80,58 | 2 886 | 120,98 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3 275 | 0,00 | 2 172 | 22,30 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 884 | −0,05 | 1 250 | 22,21 | ||||
| 2025-05-12 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 297 | 0,00 | 1 524 | 22,33 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 003 | 18,84 | 665 | 45,30 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 60 | 0,00 | 40 | 21,88 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 636 | 422 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 117 | 0,81 | 741 | 23,13 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Green Square Capital Advisors Llc | 5 044 | −2,55 | 3 346 | 19,17 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 329 | 218 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 3 812 | 0,11 | 2 528 | 22,42 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 841 | −1,18 | 557 | 20,82 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 421 | −31,54 | 280 | −16,22 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 5 007 | 7,58 | 3 321 | 31,54 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 7 585 | −49,57 | 4 539 | −51,50 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 15 206 | 54,06 | 10 086 | 88,42 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 111 | −26,49 | 74 | −21,51 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 127 | −29,83 | 84 | −14,29 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 130 770 | 15,73 | 86 737 | 41,52 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 392 | −13,27 | 260 | 6,12 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 55 | 0,00 | 36 | 24,14 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 224 | 0,00 | 147 | 20,66 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 638 | 0,00 | 423 | 22,25 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 134 | 3,92 | 4 732 | 27,10 | ||||
| 2025-08-01 | 13F | Jericho Financial, Llp | 635 | 1,44 | 421 | 24,19 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 572 | 0,00 | 379 | 22,26 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 200 | 0,00 | 133 | 12,82 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 495 | 0,20 | 328 | 22,39 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 667 | −4,58 | 443 | 16,62 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 419 | −10,57 | 5 584 | 9,38 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 465 | 0,00 | 309 | 22,22 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 071 | −4,46 | 710 | 16,78 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 3 149 | −0,28 | 2 089 | 21,96 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 1 627 | 75,51 | 1 079 | 114,94 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 571 | 0,00 | 1 042 | 22,30 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 735 | 299,46 | 487 | 387,00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 437 | 0,00 | 290 | 21,94 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 557 | −4,95 | 369 | 16,40 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB | 295 100 | −1,44 | 195 734 | 20,53 | ||||
| 2025-06-17 | NP | MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A | 5 817 | 11,42 | 3 196 | −0,71 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 1 024 | 0,00 | 679 | 22,34 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 413 | 0,00 | 274 | 21,88 | ||||
| 2025-06-17 | NP | MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A | 7 294 | 9,73 | 4 008 | −2,22 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 315 | 209 | ||||||
| 2025-07-01 | 13F | Legacy Wealth Management, LLC / MS | 888 | −50,39 | 589 | −39,28 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 604 | 401 | ||||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 341 | 226 | ||||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 17 850 | 2,56 | 9 682 | −10,54 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4 136 | −50,29 | 2 743 | −39,21 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 163 | 0,00 | 108 | 22,73 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 503 | 334 | ||||||
| 2025-04-14 | 13F | Ffg Retirement Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 68 | 0,00 | 45 | 25,00 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 2 072 | 0,00 | 1 374 | 22,35 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6 472 | 286,39 | 4 292 | 372,69 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 317 | 0,00 | 874 | 22,27 | ||||
| 2025-07-29 | 13F | Financial Advisors, LLC | 600 | 0,00 | 398 | 22,15 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 27 | 0,00 | 18 | 21,43 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 56 | 0,00 | 37 | 23,33 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 733 | −10,17 | 486 | 9,95 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 095 | −12,53 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 178 | 0,00 | 118 | 22,92 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 59 220 | −0,03 | 39 279 | 22,25 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 76 223 | −1,43 | 50 557 | 20,54 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 125 | 0,00 | 83 | 22,39 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 270 | 3,34 | 4 822 | 26,40 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 1 818 | 0,00 | 1 206 | 22,31 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 68 | −30,61 | 45 | −16,98 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 844 | 560 | ||||||
| 2025-07-16 | 13F | West Branch Capital LLC | 167 | −5,65 | 111 | 14,58 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 450 | 0,00 | 299 | 22,13 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 2 458 | 5,27 | 1 630 | 28,75 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 26 142 | 0,05 | 17 340 | 18,73 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 735 199 | 3,46 | 487 901 | 26,61 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 2 147 | 2,87 | 1 424 | 25,71 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 8 636 | −0,18 | 6 | 25,00 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 642 | −26,38 | 426 | −9,96 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 1 241 | 1,89 | 824 | 24,70 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 312 | 207 | ||||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 6 617 | −14,70 | 4 389 | 4,30 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 310 | 206 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 3 756 | −0,45 | 2 491 | 21,75 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 5 068 | 0,00 | 3 | 50,00 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 740 | 0,00 | 491 | 22,19 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2 758 | −7,45 | 1 829 | 13,18 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 545 | 1,11 | 361 | 23,63 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 44 | 31 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 1 587 | 0,19 | 1 052 | 22,47 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 72 | 48 | ||||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 38 242 | −0,19 | 25 365 | 22,06 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 566 | 0,00 | 376 | 22,55 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 100 | 0,00 | 66 | 22,22 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10 348 | 12,33 | 6 863 | 37,37 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 358 | −7,01 | 238 | 13,40 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 8 885 | −1,82 | 5 893 | 20,07 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 471 | 0,00 | 313 | 22,35 | ||||
| 2025-08-06 | 13F | Twin Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 364 | 2,52 | 1 569 | 25,42 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 1 916 | 82,82 | 1 271 | 123,77 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 723 | 0,00 | 392 | −12,69 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 436 | 289 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 531 | −2,57 | 367 | 19,22 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 2 784 | 2 239,50 | 1 847 | 2 784,38 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 37 | 0,00 | 25 | 20,00 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 2 062 | 23,33 | 1 456 | 58,95 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 388 | 0,00 | 257 | 22,38 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 430 | 0,00 | 285 | 22,32 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2 648 | 0,42 | 1 756 | 22,63 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 201 | 133 | ||||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 1 087 | −3,98 | 722 | 17,43 | ||||
| 2025-08-05 | 13F | Marion Wealth Management | 7 738 | 1,96 | 5 133 | 24,68 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 9 041 | 2,70 | 5 997 | 25,60 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 14 150 | 2,48 | 9 387 | 25,33 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 232 | 9,31 | 5 460 | 33,67 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 2 144 | −10,18 | 1 422 | 9,89 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 1 039 | 689 | ||||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 668 | 0,15 | 443 | 22,44 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 6 358 | −8,68 | 4 218 | 11,68 | ||||
| 2025-07-17 | 13F | City Holding Co | 105 | 0,00 | 70 | 23,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 41 097 | 17,91 | 27 260 | 44,19 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 450 | 25,00 | 298 | 33,63 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 873 | 0,00 | 573 | 21,14 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 843 | 136,13 | 1 886 | 189,11 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 2 468 | 0,45 | 1 637 | 22,82 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 1 377 | −0,07 | 932 | 30,03 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1 178 | 8,87 | 794 | 35,49 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 632 | 0,00 | 419 | 22,51 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 41 451 | 14,81 | 27 494 | 40,41 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1 087 | 0,00 | 721 | 22,24 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 4 413 | 1,49 | 2 927 | 24,13 | ||||
| 2025-04-28 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 4 218 | −46,92 | 2 524 | −48,95 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 17 715 | 1,06 | 11 750 | 23,59 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 82 300 | 0,00 | 54 588 | 22,29 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 66 217 | 0,75 | 43 920 | 23,22 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 1 080 | 0,00 | 716 | 22,39 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 8 524 | −0,98 | 5 788 | 9,98 | ||||
| 2025-05-05 | 13F | STAR Financial Bank | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Manhattan West Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 337 | 224 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 1 211 | 0,00 | 803 | 18,79 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 25 630 | −0,71 | 17 000 | 21,42 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 3 175 | 0,00 | 2 106 | 22,24 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 401 | 0,00 | 266 | 22,12 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 1 800 | 0,00 | 1 194 | 22,23 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 1 669 | −0,06 | 1 107 | 22,32 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 10 | 0,00 | 7 | 20,00 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6 193 | −3,55 | 3 359 | −15,86 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 174 | 4,45 | 784 | 30,88 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 17 877 | −2,29 | 12 | 22,22 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 757 | −14,27 | 502 | 5,02 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 311 | 211 | ||||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 436 | 289 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 616 | 0,00 | 409 | 22,16 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 450 | 3,93 | 298 | 27,35 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 6 564 | −1,47 | 4 354 | 20,48 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 730 | 1,25 | 484 | 8,04 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 135 | 0,00 | 90 | 21,92 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 36 | 0,00 | 24 | 21,05 | ||||
| 2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 497 | 0,00 | 330 | 22,30 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 370 | 0,00 | 245 | 22,50 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 5 887 | 3 905 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 1 553 | 13,69 | 1 030 | 39,19 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 422 | 0,00 | 280 | 22,37 | ||||
| 2025-08-12 | 13F | Main Management LLC | 14 110 | 270,34 | 9 | 350,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 1 177 | 0,17 | 781 | 22,45 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 1 302 | −0,76 | 863 | 25,62 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 5 233 | 8,12 | 3 508 | 33,38 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 60 | 40 | ||||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 496 | 0,00 | 329 | 21,93 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21 571 | −0,98 | 14 308 | 21,09 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 314 | 0,00 | 208 | 22,35 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 910 | 3,00 | 49 686 | 25,97 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 103 220 | −0,72 | 68 464 | 21,41 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23 605 | 2,01 | 15 657 | 24,76 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 324 | 5 300,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 7 456 | 25,92 | 4 946 | 54,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 49 | 0,00 | 33 | 23,08 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 316 | −8,14 | 210 | 12,37 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 920 | 0,00 | 610 | 22,49 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 209 | 14,10 | 1 465 | 39,66 | ||||
| 2025-04-28 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 1 283 | −48,62 | 768 | −50,61 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1 056 | 0,00 | 701 | 22,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 317 532 | −1,13 | 210 613 | 20,91 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 281 | 0,00 | 850 | 22,33 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 2 933 | 0,00 | 1 945 | 22,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53 006 | 2,69 | 35 158 | 25,58 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 610 | 0,00 | 405 | 22,42 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 166 | −7,75 | 802 | 22,10 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 998 | −16,85 | 1 325 | 1,69 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 3 223 | 13,93 | 2 138 | 39,31 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 235 | −0,42 | 156 | 21,09 | ||||
| 2025-05-15 | 13F | McGowan Group Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 14 738 | −2,13 | 9 775 | 19,69 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 457 | 0 | ||||||
| 2025-08-13 | 13F | ESG Planning | 11 511 | −5,20 | 7 635 | 15,95 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 8 310 | −3,84 | 5 512 | 17,58 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 824 | 22,37 | 2 536 | 49,70 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 435 | 3,82 | 289 | 26,87 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 685 276 | 454 530 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6 904 | 18,40 | 4 579 | 44,81 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 1 750 | 2,94 | 949 | −10,22 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 4 377 | −7,07 | 2 903 | 13,66 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 379 | −85,67 | 251 | −82,50 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 4 798 | −1,96 | 3 182 | 19,89 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 430 | −33,85 | 285 | −19,03 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 600 | 20,00 | 398 | 46,49 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 564 | 29,66 | 374 | 59,15 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 231 | −0,15 | 2 143 | 22,11 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 669 | 2,45 | 363 | −10,62 | ||||
| 2025-08-12 | 13F | Quantum Private Wealth, LLC | 1 030 | 0,00 | 683 | 22,40 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 4 482 | 6,87 | 2 973 | 30,69 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 324 | 215 | ||||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 349 | 231 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 218 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 500 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 7 300 | −6,41 | 4 842 | 14,44 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 7 080 | −0,35 | 4 696 | 21,88 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 340 | 226 | ||||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 741 | −0,40 | 491 | 21,84 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 600 | 398 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2 271 | 36,31 | 1 506 | 45,51 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4 497 | 11,01 | 2 983 | 35,73 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 103 | 0,00 | 68 | 23,64 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 342 | 227 | ||||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 951 | 0,00 | 1 294 | 22,31 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 571 | 0,00 | 379 | 22,33 | ||||
| 2025-05-15 | 13F | Texas Bank & Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 80 558 | 33,09 | 54 298 | 65,40 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 1 218 | 15,56 | 808 | 41,33 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 250 | 20,45 | 1 492 | 47,29 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 583 | 0,00 | 387 | 22,15 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 1 828 | −0,27 | 1 212 | 21,93 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 922 | 3,31 | 9 897 | 26,33 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 2 016 | 0,00 | 1 337 | 22,32 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 8 | 5 | ||||||
| 2025-08-08 | 13F | Union Savings Bank | 3 019 | 17,02 | 2 084 | 48,96 | ||||
| 2025-08-14 | 13F | Tandem Wealth Advisors LLC | 13 562 | 185,70 | 8 995 | 249,32 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 3 | −96,94 | 2 | −98,11 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 5 119 | −0,19 | 3 395 | 22,08 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 82 427 | 5,08 | 54 672 | 28,51 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 981 | 43,00 | 651 | 74,73 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 727 | 30,76 | 482 | 60,13 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 630 | −4,40 | 342 | −17,43 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 12 804 | −8,19 | 8 493 | 12,27 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 14 501 | −0,74 | 9 618 | 21,39 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 66 532 | 12,68 | 44 129 | 37,80 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 1 966 | −10,11 | 1 304 | 9,95 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 1 769 | 140,35 | 1 173 | 193,98 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 699 | 501,17 | 5 770 | 635,84 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 338 | 3,99 | 2 214 | 27,11 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 532 384 | 2,03 | 1 016 399 | 24,77 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 32 | 0,00 | 22 | 23,53 | ||||
| 2025-04-21 | 13F | Well Done, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 873 | 5,94 | 1 242 | 13,01 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 2 785 | 504,12 | 1 847 | 638,80 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 1 255 | −0,95 | 832 | 21,11 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 7 048 | 445 | ||||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 1 392 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 535 | 20,25 | 9 009 | 47,45 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4 505 | −0,62 | 2 988 | 21,56 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 42 072 | −1,59 | 27 893 | 20,29 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 29 | 0,00 | 19 | 26,67 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4 782 | 2,07 | 3 172 | 24,84 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 363 | −26,96 | 241 | −11,11 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 11 466 | 0,00 | 7 605 | 22,31 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 11 137 | −0,18 | 7 387 | 22,08 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 737 | −4,09 | 1 152 | 22,58 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 767 | −16,27 | 509 | 2,42 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 3 738 | 8,13 | 2 479 | 32,21 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1 572 | 0,00 | 1 043 | 22,30 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 7 452 | 37,26 | 4 943 | 67,87 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 388 | 1,84 | 257 | 24,76 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 2 395 | 184,78 | 1 589 | 248,25 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 28 602 | 3,60 | 18 971 | 26,47 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 5 451 | 0,02 | 3 785 | 28,09 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 895 | 0,00 | 594 | 18,60 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 6 425 | −0,65 | 4 262 | 21,50 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 21 238 | 14 087 | ||||||
| 2025-05-15 | 13F | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 600 | 0,00 | 398 | 22,15 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 25 733 | −1,24 | 17 068 | 20,78 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 852 | 0,00 | 565 | 22,29 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 885 | 0,00 | 587 | 22,55 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 83 | 0,00 | 55 | 22,22 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 547 | 29,62 | 363 | 58,77 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 1 688 | −27,08 | 1 120 | −10,84 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 015 | −8,58 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 3 638 | 3,71 | 2 413 | 26,81 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 364 | 3,98 | 2 895 | 27,15 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 100 | 0,00 | 66 | 22,22 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 5 490 | 42,89 | 3 641 | 74,80 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 368 188 | 4,92 | 244 212 | 28,30 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 594 | 2 385 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 8 015 | −3,57 | 5 316 | 17,92 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 560 | 0,00 | 371 | 22,44 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 506 | 0,00 | 336 | 22,26 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 14 933 | −4,33 | 9 905 | 16,99 | ||||
| 2025-04-28 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 569 | −47,17 | 341 | −49,25 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 653 | 0,00 | 433 | 22,32 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 53 | 0,00 | 35 | 25,00 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 19 | −47,22 | 11 | −54,55 | ||||
| 2025-07-16 | 13F | American National Bank | 164 | 173,33 | 109 | 237,50 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2 464 | 0,82 | 1 634 | 23,41 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 269 | 236,25 | 0 | |||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 24 409 | 10,62 | 16 190 | 35,27 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 13 037 | 5,39 | 8 647 | 28,89 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 447 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 560 | 0,00 | 371 | 22,44 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1 075 | 32,06 | 713 | 40,91 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 20 378 | −0,12 | 13 516 | 22,14 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 1 108 | 0,00 | 735 | 22,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 61 | 40 | ||||||
| 2025-04-28 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 4 400 | −46,09 | 2 633 | −48,15 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 455 | 0,22 | 301 | 27,54 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10 910 | 2,91 | 7 236 | 25,84 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 257 863 | −0,13 | 171 034 | 22,13 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 101 | 0,00 | 67 | 22,22 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 369 | 245 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 19 080 | −3,15 | 12 656 | 18,45 | ||||
| 2025-05-13 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Atala Financial Inc | 536 | 60,48 | 356 | 96,13 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 3 328 | −3,28 | 2 207 | 18,27 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 68 | 0,00 | 45 | 25,00 | ||||
| 2025-04-14 | 13F | Wela Strategies, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 148 348 | −12,58 | 98 396 | −6,75 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 355 | 0 | ||||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 419 | 0,96 | 278 | 23,56 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 413 | 0,00 | 274 | 22,32 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 2 355 | −28,29 | 1 562 | −12,35 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 644 | 43,11 | 427 | 75,00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 6 541 | 4,06 | 4 338 | 27,25 | ||||
| 2025-08-14 | 13F | Acas, Llc | 657 | 48,31 | 465 | 87,85 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 455 | 1,87 | 3 618 | 24,55 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 3 081 | 3,32 | 2 044 | 26,35 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 6 192 082 | 1,08 | 4 107 085 | 23,61 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 171 | −7,50 | 776 | 13,12 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 7 341 | −1,52 | 4 819 | 23,41 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 629 | −9,37 | 417 | 10,90 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | TFB Advisors LLC | 1 151 | 22,32 | 763 | 49,61 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 9 548 | 115,73 | 6 333 | 163,88 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 18 748 | −6,10 | 12 435 | 14,84 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 367 | 0,00 | 243 | 21,50 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 2 975 | −4,09 | 2 005 | 19,20 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 15 780 | 16,23 | 10 467 | 42,14 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 552 | −0,36 | 366 | 22,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 78 035 | 4,16 | 51 759 | 27,37 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 741 | −3,04 | 1 818 | 18,53 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 404 | 0,00 | 268 | 21,92 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 9 161 | 1,38 | 6 076 | 24,00 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 40 | 0,00 | 27 | 23,81 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 22 873 | 3,01 | 15 171 | 25,97 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 500 | −11,35 | 332 | 8,52 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 15 400 220 | −1,67 | 10 214 658 | 20,24 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 565 | 0,00 | 1 701 | 22,29 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 156 223 | 15,44 | 104 | 41,10 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 568 | 5,77 | 377 | 29,21 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 697 | 0,00 | 462 | 22,22 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7 338 | −10,75 | 4 867 | 9,15 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 304 | 202 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 1 099 | −5,50 | 729 | 15,71 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 23 | 0,00 | 15 | 25,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7 414 | 5,24 | 5 080 | 27,77 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 29 508 | −11,45 | 19 572 | 8,29 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 36 902 | 7,62 | 24 476 | 31,61 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 10 209 | −1,09 | 6 772 | 20,98 | ||||
| 2025-07-15 | 13F | Retireful, LLC | 2 843 | −75,27 | 1 886 | −59,45 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 583 | 316 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 1 005 | 5,90 | 1 | |||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 7 087 | 543,69 | 3 487 | 484,09 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 36 230 | 2,88 | 24 031 | 25,80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 248 | 16,98 | 165 | 43,86 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 450 | −39,98 | 1 625 | −26,57 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 16 631 | −3,48 | 11 031 | 18,04 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 937 | 1,50 | 3 275 | 24,16 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 6 523 | 366,26 | 4 327 | 470,71 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 92 | 61 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 472 | 0,00 | 313 | 22,27 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1 227 | 0,16 | 814 | 22,44 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 38 609 | −11,01 | 25 609 | 8,82 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 603 | 0,00 | 415 | 40,20 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 4 935 | 12,36 | 3 273 | 37,41 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 1 113 | −2,37 | 738 | 19,42 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 36 | 24 | ||||||
| 2025-07-31 | 13F | City State Bank | 2 990 | 1,01 | 1 983 | 23,55 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 6 264 | 12,26 | 4 155 | 37,28 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 1 254 | 12,57 | 832 | 37,58 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 58 846 | −0,76 | 39 032 | 21,36 | ||||
| 2025-04-15 | 13F | Fiduciary Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 17 241 | 10,80 | 11 436 | 35,50 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 333 | 0,00 | 221 | 22,22 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 | 0,00 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 63 613 | 0,90 | 42 193 | 23,39 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 317 | 210 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 497 | −43,07 | 330 | −30,44 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 7 597 | −1,54 | 5 039 | 20,41 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 314 | 43,38 | 208 | 76,27 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 30 483 | −3,52 | 20 219 | 17,99 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 330 | 11,11 | 882 | 35,90 | ||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 11 848 | 7 859 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 5 536 | 0,56 | 3 672 | 23,02 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 2 052 | 1,48 | 1 361 | 24,18 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 90 146 | −3,93 | 59 792 | 17,49 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 52 | 0,00 | 34 | 21,43 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 620 | −11,43 | 411 | 8,44 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 46 | 0,00 | 30 | 25,00 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 25 836 | −3,88 | 17 136 | 17,54 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 21 889 | 5,48 | 15 | 27,27 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 1 837 | 1,16 | 1 218 | 23,78 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 412 | 0,00 | 273 | 22,42 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 576 | 7,87 | 382 | 32,18 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 4 563 | 6,64 | 3 027 | 30,43 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 1 931 | 0,05 | 1 281 | 22,47 | ||||
| 2025-08-14 | 13F | Physicians Financial Services, Inc. | 1 135 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 375 | 249 | ||||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 1 045 | −42,74 | 1 | |||||
| 2025-08-14 | 13F | Betterment LLC | 2 777 | 84,76 | 2 | |||||
| 2025-08-13 | 13F | Correct Capital Wealth Management | 751 | 0,00 | 498 | 22,36 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 5 234 | 0,00 | 3 472 | 22,30 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 915 | 0,11 | 607 | 22,42 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 468 | 311 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 186 | 6,49 | 4 104 | 30,25 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 1 | 1 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 400 | 265 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 300 | 199 | |||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 380 | 0,00 | 252 | 22,33 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 306 | 203 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 497 | −2,42 | 1 657 | 19,31 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 2 812 | −6,45 | 1 865 | 14,36 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 430 | −12,54 | 948 | 7,00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 500 | −99,71 | 332 | −99,64 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 353 | −24,89 | 234 | −7,87 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 3 130 | −35,99 | 2 076 | −21,72 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 787 | 0,13 | 522 | 22,30 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12 920 | 10,95 | 8 570 | 35,69 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 512 | 0,00 | 340 | 22,38 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 793 | −5,37 | 526 | 15,64 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 4 277 | −3,08 | 2 837 | 18,55 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 435 | 89,21 | 2 942 | 131,39 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 1 462 | −54,57 | 970 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 926 | 27,02 | 614 | 55,44 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 137 | 0,00 | 91 | 21,62 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 598 | 397 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 166 031 | 530 | ||||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 204 727 | 0,00 | 135 791 | 22,29 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2 864 | 110,90 | 1 899 | 158,02 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 5 778 | 9,62 | 3 833 | 34,03 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 4 143 | 6,56 | 2 748 | 30,31 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 335 | 0,17 | 1 549 | 22,47 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 330 | 46,15 | 882 | 78,90 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 1 638 | 49,32 | 1 086 | 82,83 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 767 | 0,00 | 509 | 22,12 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 519 | 0,00 | 344 | 22,42 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 9 164 | −5,46 | 6 079 | 15,62 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 6 562 | 0,00 | 4 352 | 22,29 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 1 925 | 0,05 | 1 277 | 22,34 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 293 | 9,20 | 18 766 | 33,54 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 685 | −6,65 | 1 118 | 14,21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 14 940 | −26,81 | 9 909 | 3,20 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 402 | 1,59 | 937 | 25,13 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 660 | 0,00 | 438 | 22,41 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 2 322 | 11,15 | 1 540 | 35,92 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 053 228 | −0,32 | 1 361 866 | 21,90 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 65 652 | 11,18 | 43 546 | 35,96 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 907 | 5,13 | 1 265 | 28,59 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 21 080 | −11,73 | 11 433 | −23,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 12 634 | 5,05 | 8 380 | 29,41 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 932 | −8,90 | 645 | 16,25 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 6 148 | 30,39 | 4 078 | 59,44 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 634 | 421 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 113 | 18,95 | 75 | 45,10 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 1 604 | −7,12 | 1 064 | 13,57 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 277 | −13,71 | 184 | 5,17 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 18 244 | 6,92 | 10 | 0,00 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 2 630 | 33,84 | 1 744 | 70,81 | ||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 697 | 0,14 | 462 | 22,55 | ||||
| 2025-05-15 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 4 972 | 0,04 | 3 298 | 22,34 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 313 | 0,00 | 208 | 22,49 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 597 | 396 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 984 | 0,41 | 653 | 22,79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 8 105 | −0,55 | 5 376 | 21,63 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 332 | 220 | ||||||
| 2025-08-08 | 13F | Fiera Capital Corp | 366 | 243 | ||||||
| 2025-05-13 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 96 | −13,51 | 64 | 6,67 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 44 | 0,00 | 29 | 26,09 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 9 103 | −1,04 | 6 037 | 21,01 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 2 046 | 0,29 | 1 357 | 22,60 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 246 010 | −1,61 | 163 | 20,74 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 315 | −9,61 | 1 536 | 10,51 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 15 125 | −1,21 | 10 072 | 20,12 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 560 | 0,00 | 387 | 27,39 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 674 | 0,45 | 447 | 22,80 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 180 | 27,66 | 120 | 56,58 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 33 668 | −1,19 | 22 331 | 20,83 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 116 052 | 3,91 | 76 975 | 27,07 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 701 | 0,00 | 465 | 22,11 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 2 240 | 0,00 | 1 486 | 22,32 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 461 | 306 | ||||||
| 2025-07-21 | 13F | Trust Co of Kansas | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Matisse Capital | 412 | 0,00 | 273 | 22,42 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 55 354 | 2,41 | 36 715 | 25,23 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 1 591 | 0,00 | 1 055 | 22,27 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 9 | 6 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 191 | −52,61 | 125 | −43,18 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 264 | 4,42 | 5 481 | 27,70 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 509 | 0,00 | 338 | 22,10 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 574 | 8,30 | 381 | 32,40 | ||||
| 2025-07-23 | 13F | IMZ Advisory Inc | 371 | 0,00 | 254 | 26,37 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 15 926 | −7,75 | 10 563 | 12,82 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 646 | −9,60 | 1 755 | 10,59 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1 251 | −0,08 | 830 | 22,09 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 1 738 | 27,61 | 1 153 | 56,10 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 187 | 422,91 | 1 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 939 | 227,82 | 8 582 | 301,03 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 363 | 241 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 62 196 | 0,00 | 41 253 | 22,29 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 412 | 1,48 | 273 | 24,09 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 574 | 18,60 | 381 | 45,04 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 2 711 | −12,72 | 1 799 | 6,77 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 11 336 | −30,84 | 7 519 | −15,42 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 122 700 | −3,08 | 81 384 | 18,52 | |||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 66 | 44 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 57 | 0,00 | 38 | 23,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 76 100 | 3,40 | 50 476 | 26,44 | |||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 86 | −48,19 | 57 | −36,67 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 17 173 | 8,84 | 11 390 | 33,11 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 765 | −24,48 | 507 | −7,65 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 337 | 224 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 1 200 | 4,71 | 796 | 28,02 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 325 | 215 | ||||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 139 | 0,88 | 2 745 | 23,37 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 19 927 | 1,11 | 13 376 | 33,14 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 7 622 | 0,12 | 5 055 | 22,43 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 12 891 | −37,34 | 8 550 | −23,37 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 483 | 14,45 | 320 | 39,74 | ||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 1 592 | 70,27 | 1 | |||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 891 | 0,00 | 591 | 22,15 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 2 328 | −0,21 | 1 544 | 22,06 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 2 723 | 5,46 | 1 806 | 28,93 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 2 597 | −10,23 | 1 723 | −4,23 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 1 041 | 0,00 | 690 | 22,34 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 527 | 2,13 | 0 | |||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 1 039 | 0,00 | 689 | 22,38 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 362 | 19,94 | 16 822 | 46,67 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 30 314 | −6,74 | 20 107 | 14,04 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 1 071 | 3,38 | 710 | 26,56 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 63 497 | −7,00 | 42 117 | 13,73 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 680 | −89,69 | 451 | −85,94 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 93 | 0,00 | 49 | 6,67 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 1 528 | 0,00 | 1 013 | 22,34 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 662 | 43,15 | 1 103 | 75,20 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 3 444 | 36,29 | 2 | 100,00 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 962 | 11,60 | 638 | 36,62 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 366 | −29,34 | 243 | −13,88 | ||||
| 2025-06-03 | 13F | Invst, LLC | 10 535 | −18,75 | 5 714 | −29,14 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 321 | 2 203 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 28 264 | 26,82 | 18 747 | 55,09 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 746 | 4,04 | 495 | 27,32 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 15 589 | −1,53 | 10 340 | 20,42 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 1 117 | 0,00 | 741 | 22,48 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 202 | 0,00 | 133 | 21,10 | ||||
| 2025-05-28 | 13F | Addison Capital Co | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 16 551 | 14,27 | 10 978 | 39,75 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 250 | 0,00 | 166 | 22,22 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 1 428 | 0,00 | 947 | 22,35 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 2 186 | 1,25 | 1 185 | −11,70 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 71 | 0,00 | 47 | 23,68 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 60 474 | −1,25 | 40 111 | 20,76 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 2 028 | 0,00 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 525 | 0,00 | 348 | 22,54 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 751 | −8,86 | 497 | 11,19 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 1 118 | −41,40 | 742 | −28,34 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 60 | 0,00 | 40 | 21,88 | ||||
| 2025-08-08 | 13F | Pioneer Trust Bank N A/or | 500 | 0,00 | 332 | 22,14 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 16 260 | −25,75 | 11 006 | −7,34 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 341 | 0 | ||||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 6 488 | 0,00 | 4 303 | 22,31 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 523 | 0,00 | 347 | 22,26 | ||||
| 2025-08-07 | 13F | Nwam Llc | 3 044 | 6,99 | 2 114 | 37,03 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 15 | 0,00 | 10 | 12,50 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12 274 | 8,90 | 8 | 33,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 342 | 2 882,22 | 890 | 3 608,33 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 10 281 | −5,29 | 6 819 | 15,83 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 342 | 227 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 218 | 53,07 | 1 471 | 87,15 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 27 924 | −5,22 | 18 522 | 15,91 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 3 093 | 2 052 | ||||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 136 | −0,65 | 1 440 | 36,14 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 22 324 | −1,63 | 14 807 | 20,30 | ||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 437 | −2,89 | 290 | 18,44 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 1 772 | 1 239 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 440 | 0,00 | 292 | 22,69 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 508 | −7,47 | 337 | 13,47 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 172 | −47,88 | 113 | −37,43 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 1 120 | 0,00 | 743 | 22,24 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 3 113 | 22,41 | 2 065 | 49,67 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 321 | 213 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 482 | 0,00 | 320 | 22,22 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 286 | −3,38 | 190 | 18,13 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 516 | 3,20 | 280 | −10,29 | ||||
| 2025-05-15 | 13F | Whitford Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 162 | 0,00 | 107 | 22,99 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 64 473 | 1,98 | 42 764 | 24,71 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 721 | 0,00 | 478 | 22,25 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 5 130 | 2,58 | 3 403 | 25,44 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 11 765 | 38,64 | 7 804 | 69,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 10 738 | 5,93 | 7 122 | 29,54 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 720 | −9,43 | 478 | 10,67 | ||||
| 2025-07-22 | 13F | Stanich Group LLC | 306 | 205 | ||||||
| 2025-08-07 | 13F | Laffer Investments | 340 | 226 | ||||||
| 2025-06-27 | NP | HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares | 29 026 | −1,41 | 15 948 | −12,15 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 2 783 | −28,44 | 1 846 | −12,52 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 426 | −1,37 | 5 589 | 20,63 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 5 156 | 5,94 | 3 420 | 29,59 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 817 | −10,27 | 1 205 | 9,74 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 6 399 | 23,63 | 4 244 | 51,19 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 1 268 | 0,00 | 841 | 22,42 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 317 | 210 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 526 | 0,00 | 349 | 22,11 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 898 | −42,56 | 2 586 | −29,76 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 10 070 | 5,83 | 6 625 | 28,30 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 975 | 10,54 | 647 | 35,15 |
