Grundläggande statistik
| Institutionella ägare | 2346 total, 2343 long only, 0 short only, 3 long/short - change of 0,13% MRQ |
| Genomsnittlig portföljallokering | 0.9625 % - change of −3,65% MRQ |
| Institutionella aktier (lång) | 252 212 639 (ex 13D/G) - change of 40,22MM shares 18,97% MRQ |
| Institutionellt värde (lång) | $ 42 562 396 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (US:VIG) har 2346 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 252,212,639 aktier. Största aktieägare inkluderar Laurel Wealth Advisors LLC, Bank Of America Corp /de/, Morgan Stanley, Wells Fargo & Company/mn, Vanguard Group Inc, Wealthfront Advisers Llc, UBS Group AG, LPL Financial LLC, Raymond James Financial Inc, and HB Wealth Management, LLC .
Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (ARCA:VIG) 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 11, 2025 is 216,52 / share. Previously, on September 12, 2024, the share price was 194,56 / share. This represents an increase of 11,29% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Vista Investment Management | 3 028 | −0,07 | 620 | 5,45 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 9 115 | −11,34 | 1 866 | −6,47 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 346 053 | 3,15 | 70 827 | 8,82 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 951 | 16,17 | 809 | 22,61 | ||||
| 2025-07-07 | 13F | HMS Capital Management, LLC | 1 623 | −56,32 | 332 | −49,08 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 4 416 | −2,15 | 904 | 3,20 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 3 471 | 0,00 | 1 | |||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 165 785 | 5,04 | 34 147 | 11,52 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 78 103 | 4,31 | 15 985 | 10,06 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 471 | −13,07 | 1 939 | −8,28 | ||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 2 341 | 14,14 | 479 | 20,65 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 2 836 | −1,90 | 580 | 3,57 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 13 295 | 0,90 | 2 721 | 6,46 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 32 247 | −0,31 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 48 825 | 22,69 | 10 036 | 29,99 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 600 | 123 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 12 739 | −1,42 | 2 607 | 4,03 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 6 218 | −2,92 | 1 273 | 2,42 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 13 548 | −10,28 | 2 773 | −5,36 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 16 116 | 14,96 | 3 312 | 21,81 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 19 997 | 0,29 | 4 093 | 5,79 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 2 708 | 0,00 | 554 | 5,52 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4 215 | −9,65 | 863 | −4,65 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 12 862 | 9,22 | 2 632 | 15,24 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 6 186 | 36,62 | 1 266 | 44,19 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 32 640 | −2,24 | 6 680 | 3,15 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 76 601 | 9,65 | 15 678 | 15,69 | ||||
| 2025-08-14 | 13F | UBS Group AG | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 2 546 | 6,53 | 521 | 12,53 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 30 268 | −8,10 | 6 195 | −3,04 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 3 338 | 0,00 | 683 | 5,56 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2 636 | 0,00 | 539 | 5,48 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 032 | 14,09 | 416 | 20,29 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 2 085 | −0,95 | 427 | 4,41 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 10 892 | −4,75 | 2 229 | 0,50 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 46 727 | 0,92 | 9 574 | 6,58 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 9 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Meketa Investment Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 65 215 | −1,01 | 13 348 | 4,44 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 1 857 | −19,96 | 382 | −15,33 | ||||
| 2025-07-28 | 13F | Essex LLC | 5 924 | 0,00 | 1 212 | 5,48 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 6 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Hikari Tsushin, Inc. | 2 942 | 602 | ||||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 54 360 | 7,26 | 11 126 | 13,16 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 4 040 | 2,49 | 827 | 8,12 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 104 650 | 3,28 | 21 419 | 20,32 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 13 088 | 2,33 | 2 679 | 7,94 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 468 | 13,36 | 300 | 19,52 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 041 | 213 | ||||||
| 2025-07-14 | 13F | Farmers Trust Co | 1 224 | 0,00 | 251 | 5,49 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 29 789 | −1,17 | 6 097 | 4,26 | ||||
| 2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1 111 | 0,00 | 227 | 5,58 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 6 627 | −2,17 | 1 362 | 3,65 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 590 | −4,95 | 1 144 | 0,35 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 3 584 | 0,00 | 734 | 5,47 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 1 885 | 0,00 | 386 | 5,48 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 4 123 | 0,12 | 844 | 5,64 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 6 097 | 4,98 | 1 252 | 11,19 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 342 646 | −1,17 | 70 129 | 4,28 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 1 786 | −0,45 | 346 | −4,16 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 2 056 | 0,00 | 423 | 6,03 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 6 242 | −11,36 | 1 278 | −6,52 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 4 104 | −28,34 | 840 | −24,48 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 2 476 | 0,00 | 509 | 5,83 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 9 485 | −15,49 | 1 941 | −10,84 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 27 540 | −63,72 | 5 637 | −61,72 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 1 822 | 0,00 | 383 | 9,14 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 21 603 | −10,10 | 4 421 | −5,15 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 68 243 | 2,28 | 14 026 | 8,37 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 32 749 | −55,68 | 6 703 | −53,24 | ||||
| 2025-07-30 | 13F | Alan B. Lancz & Associates, Inc. | 2 487 | 0,00 | 509 | 5,39 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 707 | 0,00 | 145 | 5,84 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 1 758 | 17,20 | 361 | 24,48 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 1 727 | −0,29 | 353 | 6,33 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 2 175 | −11,33 | 445 | 6,46 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 267 604 | 0,71 | 54 771 | 6,25 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 99 431 | −2,63 | 20 351 | 2,73 | ||||
| 2025-08-12 | 13F | Bokf, Na | 7 419 | −20,81 | 1 518 | −16,46 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 1 439 | 25,13 | 295 | 31,84 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 614 | 18,94 | 337 | 34,40 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 5 493 | 0,00 | 1 124 | 5,54 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 8 495 | 33,17 | 1 739 | 40,50 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 461 990 | 1,34 | 94 556 | 6,92 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 40 988 | 0,00 | 8 389 | 5,51 | ||||
| 2025-07-14 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Montis Financial, LLC | 7 479 | 0,00 | 1 531 | 5,52 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 5 158 | −5,65 | 1 056 | −0,47 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 583 059 | 3,25 | 119 | 9,17 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 300 | −16,93 | 266 | −12,21 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 760 | 0,00 | 770 | 5,49 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 4 321 | −5,24 | 884 | 0,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 37 710 | 45,58 | 7 718 | 53,59 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 66 | 14 | ||||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 5 359 | 0,06 | 1 097 | 5,59 | ||||
| 2025-08-05 | 13F | Core Alternative Capital | 223 | −14,56 | 46 | −10,00 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 1 760 | 0,92 | 360 | 6,51 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 1 365 | 0,00 | 279 | 5,68 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 4 494 | −1,83 | 920 | 3,49 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 338 | −2,58 | 892 | 3,24 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 1 162 | 0,00 | 238 | 5,33 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 121 513 | −0,72 | 25 | 4,35 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 521 844 | 1,04 | 515 621 | 6,19 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 69 366 | −22,31 | 14 197 | −18,04 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 40 941 | −3,41 | 8 379 | 1,91 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 32 112 | 3,65 | 6 572 | 9,37 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 36 126 | 11,09 | 7 425 | 17,71 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 17 484 | −5,62 | 3 578 | −0,42 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 798 | 0,00 | 163 | 5,84 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 3 362 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 1 000 | 205 | ||||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 7 777 | 11,72 | 1 592 | 17,85 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 50 295 | 0,70 | 10 294 | 6,23 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 21 100 | −3,65 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 354 | 20,41 | 73 | 26,32 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1 156 | 0,00 | 237 | 5,36 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 934 | 0,00 | 191 | 5,52 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10 319 | −1,20 | 2 112 | 4,20 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 1 307 | −0,08 | 268 | 5,53 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 603 | 0,00 | 328 | 5,81 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 21 675 | 5,92 | 4 436 | 11,77 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 192 | 244 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 23 775 | 2,02 | 4 866 | 7,63 | ||||
| 2025-07-28 | 13F | Strategent Financial, LLC | 1 935 | 0,00 | 396 | 5,60 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 973 | −54,66 | 199 | −52,16 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 33 843 | 0,00 | 6 927 | 5,50 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 2 475 | −11,51 | 507 | −6,64 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 3 285 | −0,64 | 672 | 3,86 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2 136 | 8,81 | 437 | 15,00 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 2 107 | −1,40 | 431 | 4,11 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 3 481 | 0,00 | 713 | 5,48 | ||||
| 2025-08-14 | 13F | Almitas Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 730 246 | 0,93 | 149 460 | 6,49 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 73 752 | 8,99 | 15 095 | 14,99 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 36 671 | −7,88 | 7 505 | −2,81 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 8 807 | 19,03 | 1 803 | 25,57 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 1 197 | −2,44 | 245 | 2,52 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 1 645 | 0,00 | 337 | 5,33 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 141 | 0,00 | 29 | 3,70 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 742 | −0,06 | 356 | 5,33 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 1 203 | 0,00 | 246 | 5,58 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 10 815 | 0,60 | 2 214 | 6,14 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 23 071 | 47,09 | 4 742 | 55,88 | ||||
| 2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Schubert & Co | 1 301 | 0,00 | 266 | 5,56 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 796 | −11,24 | 542 | −12,01 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 1 367 | 0,00 | 280 | 5,28 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 2 265 | 0,00 | 464 | 5,47 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 6 252 | 0,00 | 1 280 | 5,53 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 1 608 | −39,00 | 329 | −35,62 | ||||
| 2025-07-17 | 13F | Avondale Wealth Management | 517 | 0,00 | 106 | 5,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 651 | 79,34 | 133 | 90,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 198 187 | 2,59 | 40 563 | 8,24 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 8 293 | 41,86 | 1 705 | 50,26 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2 681 | 1,28 | 549 | 6,82 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 1 743 | 35,43 | 357 | 42,97 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 1 480 | 0,00 | 303 | 5,23 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 100 550 | −28,71 | 20 604 | −24,70 | ||||
| 2025-08-14 | 13F | Rodgers Brothers Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | tru Independence LLC | 1 906 | 3,59 | 390 | 9,55 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 2 829 | 0,00 | 579 | 5,47 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 9 650 | −45,07 | 1 975 | −42,08 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 19 852 | 1,20 | 4 063 | 6,78 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 4 702 | −3,15 | 962 | 2,23 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 7 586 | −13,17 | 1 553 | −8,38 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 5 772 | −54,00 | 1 181 | −51,48 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 1 245 | −3,26 | 255 | 2,01 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 19 921 | 0,67 | 4 | 33,33 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 705 | 0,00 | 144 | 5,88 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | McHugh Group, LLC | 1 450 | 0,00 | 297 | 5,34 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 1 530 | −2,86 | 313 | 2,62 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 49 913 | 2,76 | 10 216 | 8,42 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 216 854 | 1,64 | 44 384 | 7,23 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 2 399 | −6,87 | 491 | −1,60 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 660 | −14,40 | 135 | −3,57 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 3 065 | −9,32 | 627 | −4,27 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 212 | 6,08 | 2 499 | 11,91 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 33 925 | 0,72 | 6 944 | 6,28 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 7 595 | 2 | ||||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 32 400 | 18,25 | 6 631 | 24,76 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 2 928 | 3,24 | 599 | 8,91 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 79 847 | −2,65 | 16 346 | 2,73 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 92 702 | −1,31 | 18 973 | 4,12 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 4 101 | 2,99 | 852 | 10,36 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 2 885 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Founders Capital Management | 350 | 0,00 | 72 | 5,97 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 3 303 | −2,94 | 1 | |||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 29 465 | 2,54 | 6 031 | 8,18 | ||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 149 861 | 1,36 | 30 672 | 8,75 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 328 | 41,99 | 67 | 52,27 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 160 058 | −0,64 | 32 759 | 105 574,19 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 1 709 | 0,00 | 350 | 5,44 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 1 968 | 0,00 | 403 | 5,51 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 1 241 | −4,02 | 254 | 1,20 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 100 | 0,00 | 20 | 5,26 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 16 411 | 4,42 | 3 359 | 10,17 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3 332 | 62,62 | 682 | 71,54 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 145 | −51,67 | 30 | −50,00 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 1 085 | 0,00 | 222 | 5,71 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 14 297 | 6,38 | 2 926 | 12,28 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1 500 | −94,91 | 307 | −94,63 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 943 374 | 1,25 | 193 080 | 6,82 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1 664 | 0,00 | 340 | 5,59 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 40 779 | 34,72 | 8 346 | 42,13 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 40 685 | −4,70 | 8 327 | 0,53 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 96 855 | −1,25 | 19 908 | 4,63 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 1 493 | 0,00 | 306 | 5,54 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 229 | 252 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 12 256 | −0,39 | 2 508 | 5,11 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 11 990 | −19,17 | 2 454 | −14,74 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 68 159 | −3,94 | 13 950 | 1,35 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 6 814 | 0,61 | 1 395 | 6,17 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 53 414 | −6,47 | 11 | −9,09 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 3 310 | 0,64 | 677 | 6,11 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 4 760 | −0,38 | 974 | 5,18 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 72 | 15 | ||||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 4 715 | 0,00 | 965 | 5,58 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 31 014 | 6 375 | ||||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 3 186 | −1,45 | 652 | 3,99 | ||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 657 243 | 10,47 | 134 522 | 16,56 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1 021 | 209 | ||||||
| 2025-07-16 | 13F | First American Bank | 7 334 | 0,00 | 1 501 | 5,56 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 193 816 | 3,12 | 39 667 | 8,80 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2 472 | 0,00 | 506 | 5,43 | ||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 16 989 | 0,00 | 3 477 | 5,52 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 4 863 | −60,92 | 995 | −58,77 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 592 | 332 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 6 364 | −0,93 | 1 302 | 4,49 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 205 | 0,00 | 42 | 5,13 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 940 | 127,05 | 192 | 140,00 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1 375 | 0,00 | 283 | 6,02 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 1 280 | −3,76 | 262 | 1,16 | ||||
| 2025-07-23 | 13F | Lakeside Advisors, INC. | 1 573 | −3,08 | 322 | 2,23 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 811 | 15,91 | 785 | 24,21 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 2 729 | −0,18 | 559 | 5,28 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 107 | 0,00 | 22 | 5,00 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 028 | −45,00 | 620 | −41,99 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 959 | 0,00 | 196 | 5,38 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 2 536 | −9,59 | 519 | −4,78 | ||||
| 2025-08-27 | NP | PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I | 88 700 | 18 154 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 2 523 | 0,00 | 516 | 5,52 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 226 | 3,20 | 46 | 9,52 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 976 | 0,00 | 383 | −0,78 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 384 | 0,00 | 283 | 5,60 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1 668 | 0,00 | 341 | 5,57 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 400 | 0,00 | 82 | 5,19 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 6 622 | −7,91 | 1 355 | −2,80 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1 633 | 3,09 | 334 | 8,79 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 52 575 | −4,75 | 10 760 | 0,50 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 1 662 | 0,00 | 340 | 5,59 | ||||
| 2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 2 434 | −1,78 | 502 | 4,38 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 8 894 | 0,57 | 1 820 | 6,12 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 4 447 | 17,27 | 910 | 23,81 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 18 420 | −0,44 | 3 770 | 5,04 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5 899 | −3,20 | 1 207 | 2,12 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 265 569 | 8,60 | 54 354 | 14,58 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 205 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 2 436 | 0,00 | 499 | 5,51 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 2 339 | 0,00 | 479 | 5,52 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 167 406 | −1,68 | 34 263 | 3,73 | ||||
| 2025-07-17 | 13F | City Holding Co | 1 353 | −15,54 | 277 | −10,97 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 1 225 | 0,00 | 251 | 5,49 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 10 716 | −5,29 | 2 193 | −0,05 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 511 | −4,31 | 105 | 0,97 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 151 | 48,14 | 442 | 56,94 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 60 690 | −2,41 | 12 532 | 8,02 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 10 589 | −4,64 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 71 396 | 3,02 | 14 613 | 10,53 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 3 056 | 0,00 | 626 | 5,57 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5 768 | 32,32 | 1 181 | 39,64 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 45 225 | 0,89 | 9 256 | 6,45 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 353 000 | 0,00 | 72 249 | 5,51 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 2 782 | 0,00 | 569 | 5,57 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 5 740 | 0,21 | 1 175 | 5,67 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 4 868 | 0,00 | 996 | 5,51 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 30 782 | 7,41 | 5 971 | 6,40 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 239 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 24 149 | 84,63 | 4 943 | 94,80 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 5 520 | −21,79 | 1 130 | −17,53 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 117 041 | −1,50 | 23 955 | 3,92 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 3 314 | 0,03 | 685 | 11,93 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10 814 | −5,80 | 2 213 | −0,63 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 3 855 | 0,13 | 789 | 5,63 | ||||
| 2025-08-11 | 13F | Bedell Frazier Investment Counseling, LLC | 2 050 | 0,00 | 420 | 5,54 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 616 892 | 2,16 | 126 259 | 7,78 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 7 140 | −0,70 | 1 461 | 4,81 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 8 071 | −10,67 | 1 652 | −5,76 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 1 118 | 231 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 503 | 9,25 | 512 | 15,32 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 4 690 | −0,91 | 1 | |||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 19 230 | 15,99 | 3 936 | 22,36 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 16 986 | −2,71 | 3 490 | 3,07 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 12 147 | 0,00 | 2 486 | 5,52 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 12 387 | 0,00 | 2 535 | 5,49 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1 402 | −52,95 | 287 | −50,35 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 4 482 | −0,20 | 927 | 11,70 | ||||
| 2025-05-28 | NP | EDGU - 3EDGE Dynamic US Equity ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 3 941 | −0,43 | 807 | 5,08 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 56 399 | 5,95 | 11 543 | 10,73 | ||||
| 2025-07-29 | 13F | Nicholson Wealth Management Group, LLC | 1 026 | 210 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 98 546 | −3,89 | 20 169 | 1,41 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 985 | 202 | ||||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 11 275 | 0,25 | 2 308 | 5,78 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 641 889 | 1 166 970,91 | 13 | 30,00 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 24 079 | −4,51 | 4 928 | 0,76 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 3 302 | 0,00 | 676 | 5,47 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 3 702 | 0,00 | 758 | 5,43 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 1 338 | 0,00 | 274 | 5,41 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 351 636 | −11,20 | 71 969 | −6,31 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 3 089 | −33,34 | 632 | −29,62 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 1 148 | 0,00 | 235 | 5,41 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 18 078 | −1,25 | 3 566 | 4,15 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 861 | 0,00 | 176 | 5,39 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 35 510 | −1,39 | 7 268 | 4,04 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 65 929 | −1,84 | 13 494 | 3,56 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 133 496 | −0,89 | 27 323 | 4,57 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 145 | −0,45 | 1 053 | 5,09 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 2 054 | 0,00 | 420 | 5,53 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 1 631 | 0,00 | 334 | 5,38 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 65 738 | 1,00 | 13 455 | 6,56 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6 004 | 1 229 | ||||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 121 | −99,65 | 25 | −99,64 | ||||
| 2025-08-28 | NP | BTSAX - BTS Managed Income Fund Class A Shares | 1 393 | −54,12 | 285 | −51,53 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 25 337 | 2,50 | 5 186 | 8,13 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 4 622 | 0,00 | 946 | 5,47 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 278 828 | −0,23 | 57 068 | 5,26 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 19 119 | −0,90 | 3 913 | 4,57 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 67 | −71,12 | 14 | −71,11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 7 770 | 24,68 | 1 590 | 31,51 | ||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 9 031 | −0,19 | 1 848 | 5,30 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 146 | −2,46 | 2 895 | 2,92 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 255 948 | −0,54 | 52 | 6,12 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 672 568 | 0,51 | 2 184 354 | 6,05 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 4 863 | −0,78 | 995 | 4,74 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 4 567 | −2,14 | 935 | 3,20 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 73 669 | 31,57 | 15 078 | 38,82 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 55 519 | 0,31 | 11 363 | 5,83 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 288 | −22,41 | 264 | −18,32 | ||||
| 2025-04-24 | 13F | CNB Bank | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 164 | 0,00 | 34 | 6,45 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 36 640 | 1,45 | 7 499 | 7,05 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 1 002 | 205 | ||||||
| 2025-07-11 | 13F | Grove Bank & Trust | 3 623 | 0,00 | 742 | 5,56 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 2 161 | 1,79 | 450 | 13,96 | ||||
| 2025-07-28 | 13F | Dixon Fnancial Services, Inc. | 1 600 | 0,00 | 327 | 5,48 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 2 265 | 0,13 | 464 | 5,71 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 1 787 | −43,05 | 366 | −39,97 | ||||
| 2025-08-12 | 13F | Main Management LLC | 833 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 5 116 | 8,97 | 1 047 | 15,05 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1 285 | −1,31 | 263 | 4,37 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 1 480 | −1,99 | 303 | 3,42 | ||||
| 2025-08-14 | 13F | Vorpal, Llc | 1 023 | 209 | ||||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 32 125 | 2,39 | 6 595 | 8,35 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 036 | −0,24 | 417 | 5,32 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 95 162 | 0,31 | 19 477 | 5,83 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 66 608 | 4,31 | 13 633 | 9,01 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 90 829 | −1,08 | 18 590 | 4,37 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 2 879 | −0,86 | 589 | 4,62 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 426 536 | 5,20 | 87 299 | 10,99 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 6 950 | 1,73 | 1 422 | 19,90 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 104 163 | 2,64 | 21 319 | 8,30 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 361 | −1,05 | 483 | 4,55 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 8 534 | −0,65 | 1 747 | 4,80 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 6 413 | −4,77 | 1 312 | 0,46 | ||||
| 2025-04-28 | 13F | Buffington Mohr McNeal | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 2 611 | 7,45 | 1 | |||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5 413 | 0,00 | 1 108 | 5,43 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 121 | 3,65 | 639 | 9,25 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 9 114 | 22,35 | 1 865 | 29,16 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 13 112 | 0,00 | 2 684 | 5,51 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 4 111 | 0,00 | 841 | 5,52 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 17 496 | −9,56 | 3 581 | −4,58 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 52 817 | 1,70 | 10 810 | 7,31 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 33 376 | 0,00 | 6 831 | 5,51 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 7 447 | 6,40 | 1 524 | 12,31 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 22 319 | −4,75 | 4 568 | 0,51 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 2 033 | 0,00 | 394 | 0,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 42 815 | −0,12 | 8 763 | 5,38 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 3 019 | 0,00 | 618 | 5,47 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 461 | 0,34 | 283 | −0,70 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 1 568 | 0,00 | 321 | 5,26 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 74 984 | 194,63 | 15 347 | 207,99 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 2 413 | 39,80 | 494 | 47,60 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 39 852 | −1,55 | 8 157 | 3,87 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 981 | −6,57 | 201 | −1,48 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 3 422 | 0,29 | 700 | 5,90 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 2 061 | 0,00 | 422 | 5,51 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 1 415 | 0,00 | 290 | 5,47 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 5 312 | −15,47 | 1 087 | −10,83 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 2 012 | 0,00 | 412 | 5,38 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Eagle Global Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 260 | 62,50 | 53 | 70,97 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 3 471 | 22,30 | 710 | 29,09 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 18 697 | 0,54 | 3 827 | 6,07 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 104 423 | 1,00 | 21 372 | 6,56 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 312 | 0,00 | 269 | 5,51 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 62 543 | 0,28 | 12 801 | 5,80 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 1 832 | 0,77 | 375 | 6,25 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 5 228 | 0,00 | 1 077 | 6,21 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 128 998 | 0,48 | 26 400 | 6,00 | ||||
| 2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 30 620 | 2,41 | 6 061 | −0,21 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2 124 | −2,79 | 435 | 2,60 | ||||
| 2025-08-27 | NP | ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio | 53 910 | −9,54 | 11 034 | −4,56 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 2 512 | 27,45 | 514 | 34,55 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Balanced Asset Allocation Portfolio | 2 005 376 | 0,00 | 410 440 | 5,51 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 3 498 | −1,69 | 716 | 3,62 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31 769 | −4,90 | 6 502 | 0,34 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 10 184 | 7,52 | 1 976 | 2,60 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 17 077 | −0,15 | 3 495 | 5,37 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 3 436 | 15,65 | 710 | 23,26 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 575 | 23,27 | 1 755 | 30,10 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 136 | 0,00 | 28 | 3,85 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 112 241 | 3,06 | 22 977 | 8,76 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 17 506 | −0,56 | 3 583 | 4,92 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 20 391 | −0,34 | 4 173 | 4,17 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 8 411 | −1,75 | 1 665 | −4,26 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 3 070 | −48,77 | 628 | −45,96 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 045 | −91,57 | 1 237 | −91,11 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 3 996 | 0,00 | 821 | 5,94 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 63 | 0,00 | 13 | 0,00 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 32 187 | 2,18 | 6 616 | 8,27 | ||||
| 2025-07-17 | 13F | Argus Investors' Counsel, Inc. | 1 293 | 0,00 | 265 | 5,60 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 5 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 2 216 | 611 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 691 674 | 4,74 | 141 565 | 15,36 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 977 | −41,74 | 200 | −38,77 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 8 935 | 18,94 | 1 829 | 25,46 | ||||
| 2025-04-02 | 13F | Beacon Wealthcare LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 97 395 | 5,56 | 19 934 | 11,36 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 018 | 208 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 12 050 | 40,12 | 2 466 | 44,80 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 093 | 0,00 | 224 | 5,19 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 3 672 | −14,84 | 752 | −10,17 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 1 170 | 0,00 | 239 | 5,75 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 108 305 | 1,83 | 22 167 | 7,43 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 43 409 | −10,18 | 8 889 | −5,22 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 656 | 43,86 | 134 | 52,27 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 631 | 0,16 | 129 | 5,74 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 3 068 | 0,00 | 628 | 7,18 | ||||
| 2025-04-23 | 13F | Community Financial Services Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 54 864 | 18,71 | 11 366 | 32,21 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 30 255 | 3,73 | 6 192 | 9,44 | ||||
| 2025-07-10 | 13F | Carderock Capital Management Inc | 225 | 46 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 3 770 | 53,00 | 772 | 63,35 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 15 471 | −2,63 | 3 166 | 2,73 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 11 962 | −2,26 | 2 448 | 3,12 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 158 241 | 4,15 | 32 387 | 9,89 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 3 799 | 0,00 | 778 | 5,57 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 121 704 | 452,52 | 24 909 | 483,08 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 228 833 | 0,31 | 47 522 | 7,38 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 1 932 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 917 465 | 2,97 | 187 778 | 8,64 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 10 350 | 0,00 | 2 118 | 5,53 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 5 075 | 0,00 | 1 039 | 5,49 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 37 482 | 1,87 | 7 672 | 7,48 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 1 819 | 6,44 | 372 | 12,39 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 87 969 | −3,96 | 18 005 | 1,32 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 84 002 | 2,19 | 17 193 | 7,82 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 100 | −28,57 | 20 | −25,93 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 46 121 | 7,22 | 9 440 | 13,12 | ||||
| 2025-07-16 | 13F | American National Bank | 107 | 0,00 | 22 | 5,00 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 5 694 | 0,00 | 1 165 | 5,53 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 6 765 | −1,10 | 1 385 | 4,37 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 1 204 | 0,00 | 246 | 5,58 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 5 527 | 3,41 | 1 131 | 9,17 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 279 | 44,51 | 0 | |||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 650 | 0,00 | 747 | 5,51 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 2 741 | 0,07 | 566 | 18,95 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2 575 | 8,42 | 527 | 14,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 21 321 144 | −2,53 | 4 363 798 | 2,83 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 273 719 | 3,45 | 465 362 | 9,15 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 770 | 362 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 3 629 | 1,20 | 743 | 6,76 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 651 453 | 3,23 | 133 335 | 8,92 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 46 172 | −0,91 | 9 450 | 4,55 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 1 748 | 0,00 | 359 | 5,90 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 33 881 | −2,40 | 6 934 | 2,97 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 32 162 | 0,60 | 6 583 | 6,14 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 6 144 | 0,82 | 1 257 | 6,35 | ||||
| 2025-04-22 | 13F | Coho Partners, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1 495 | 306 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 18 | 12,50 | 4 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 14 819 | −1,01 | 3 033 | 3,48 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27 105 | −0,61 | 5 548 | 4,86 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 237 865 | 2,64 | 48 684 | 8,29 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 1 941 | 9,17 | 397 | 15,41 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 16 668 | −30,10 | 3 411 | −26,25 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 82 138 | 3,57 | 16 811 | 9,28 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 40 398 | 8,82 | 8 326 | 17,55 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 5 311 | 0,00 | 1 087 | 5,53 | ||||
| 2025-04-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 12 462 | −1,92 | 2 551 | 3,49 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 251 | 256 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 87 842 | 8,20 | 17 979 | 14,15 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 9 392 | −16,56 | 1 922 | −11,96 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 288 | 37,80 | 59 | 45,00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 2 698 | 0,00 | 552 | 5,54 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 14 535 | −4,75 | 2 975 | 4,90 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 454 | 15,54 | 1 | |||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 3 159 | 0,00 | 646 | 5,56 | ||||
| 2025-07-29 | 13F | Spirit Of America Management Corp/ny | 3 459 | −6,08 | 713 | −0,14 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 124 149 | −4,97 | 25 410 | 0,26 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 2 221 | 5,86 | 455 | 11,82 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 210 | −3,28 | 452 | 2,03 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 99 | 1 314,29 | 20 | 1 900,00 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 823 | −5,87 | 578 | −0,69 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 152 102 | 2,61 | 31 131 | 8,26 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 5 076 | −39,70 | 1 039 | −37,24 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 13 584 | 28,87 | 2 780 | 36,01 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 249 760 | 5,05 | 51 118 | 10,83 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 508 | 0 | ||||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 10 535 | −2,35 | 2 156 | 3,06 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | MFA Wealth Services | 6 220 | 0,00 | 1 273 | 5,56 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 911 551 | 1,24 | 187 | 6,90 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 11 800 | 4,62 | 2 415 | 10,37 | ||||
| 2025-08-14 | 13F | Acas, Llc | 3 145 | 1,13 | 660 | 11,68 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14 002 | −4,25 | 2 866 | 1,02 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 21 995 | 0,00 | 4 521 | 5,95 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 1 822 | 0,00 | 373 | 5,38 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 16 801 | 3,45 | 3 439 | 8,11 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 4 248 | 0,00 | 869 | 5,46 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 425 568 | 3,64 | 87 101 | 9,34 | ||||
| 2025-06-16 | 13F | Peterson Wealth Management | 38 917 | −26,86 | 7 549 | −27,55 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 17 038 | 19,47 | 3 487 | 26,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 102 728 | −4,21 | 21 025 | 1,06 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 815 | −0,04 | 3 032 | 5,46 | ||||
| 2025-08-14 | 13F | Wexford Capital Lp | 6 524 | 0,00 | 1 335 | 5,53 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 5 458 | −1,44 | 1 117 | 4,00 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1 762 | 0,00 | 361 | 5,57 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 540 | 8,22 | 520 | 14,07 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 1 734 | 0,00 | 355 | 5,67 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 46 841 | 13,28 | 9 587 | 19,51 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1 341 | −10,96 | 274 | −6,16 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 158 917 | −0,67 | 646 536 | 4,80 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 10 273 | −3,55 | 2 103 | 1,74 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 106 | 0,00 | 22 | 5,00 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 6 109 | −0,42 | 1 250 | 5,04 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 99 413 | 7,58 | 20 347 | 13,50 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 3 293 | 3,29 | 674 | 8,90 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 1 162 | 239 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 650 338 | 6,66 | 133 105 | 12,53 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 131 887 | 4,93 | 27 084 | 11,08 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 305 | 0,00 | 676 | 5,46 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 4 044 | 0,00 | 833 | 11,68 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 700 | −18,60 | 143 | −13,86 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 1 886 | −0,11 | 386 | 5,46 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 36 099 | 1,65 | 7 520 | 10,30 | ||||
| 2025-08-14 | 13F | Broyhill Asset Management | 4 937 | 0,00 | 1 010 | 5,54 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 64 | −70,91 | 13 | −69,05 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 4 271 | 874 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 274 684 | 3,15 | 56 220 | 8,83 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 442 169 | −2,13 | 90 499 | 3,26 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 336 | 0,00 | 69 | 4,62 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 36 372 | 0,00 | 7 444 | 5,51 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 14 420 | −4,80 | 2 951 | 0,44 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 284 097 | 0,19 | 58 146 | 5,71 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 5 203 | 0,00 | 1 065 | 5,45 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 1 714 | −5,82 | 357 | 1,13 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 1 780 | 0,00 | 364 | 5,51 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 114 | 35,37 | 842 | 42,95 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 12 818 | −1,73 | 3 | 0,00 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 3 221 | 0,00 | 662 | 6,09 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 9 713 | 20,24 | 1 884 | 19,17 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 6 183 | 9,18 | 1 265 | 15,21 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 201 | 0,00 | 41 | 7,89 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1 662 | 0,00 | 340 | 5,59 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 1 621 | 0,00 | 332 | 5,41 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 217 | −2,41 | 249 | 3,32 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 639 | 33,15 | 540 | 40,63 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 3 148 | −0,16 | 644 | 5,40 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 938 | 3,75 | 397 | 9,39 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2 658 | 0,00 | 544 | 5,63 | ||||
| 2025-07-14 | 13F | Baring Financial LLC | 8 556 | 1,33 | 1 751 | 6,90 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 21 753 | 545,87 | 4 452 | 581,78 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 410 | 0,00 | 84 | 5,06 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 7 977 | −9,18 | 1 633 | −4,17 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 1 041 | 0,00 | 213 | 5,97 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 324 150 | 0,91 | 66 344 | 6,46 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 35 290 | −7,34 | 7 223 | −2,25 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 25 632 | 5 246 | ||||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 1 528 | 0,00 | 313 | 6,48 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2 295 | −10,42 | 470 | −5,44 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 11 557 | −60,90 | 2 365 | −58,75 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 76 078 | −1,20 | 15 571 | 4,24 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 13 156 | 0,52 | 2 693 | 6,07 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 339 | −35,43 | 69 | −31,68 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 16 371 | −2,50 | 3 351 | 2,86 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6 022 | 7,11 | 1 233 | 13,03 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 141 553 | −0,81 | 28 972 | 4,65 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 143 | 0,14 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 260 | −0,09 | 462 | 5,48 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 173 | 35 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 198 | 41 | ||||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 26 122 | −4,02 | 5 346 | 1,27 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 8 572 | −2,89 | 1 754 | 2,45 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 13 147 | 45,22 | 2 691 | 53,19 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 1 993 | 47,08 | 408 | 55,34 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 83 384 | 14,11 | 17 | 21,43 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 9 046 | 19,64 | 1 851 | 26,26 | ||||
| 2025-07-31 | 13F | City State Bank | 38 935 | 1,19 | 7 969 | 6,75 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 18 968 | −0,22 | 3 882 | 5,29 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 2 410 | 10,05 | 493 | 16,27 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 28 345 | 1,73 | 5 801 | 7,33 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 98 816 | −3,82 | 20 225 | 1,47 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 320 | 0,00 | 65 | 4,84 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 2 508 | −8,10 | 514 | −3,02 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 108 447 | 1,86 | 22 196 | 7,46 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 22 319 | 1,88 | 4 618 | 8,84 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 47 787 | −8,43 | 9 781 | −3,39 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 3 541 | −13,78 | 725 | −9,05 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 6 188 | 0,00 | 1 266 | 5,50 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 2 856 | 0,00 | 585 | 5,42 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 10 867 | −3,16 | 2 224 | 2,21 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7 775 | −8,40 | 1 591 | −3,34 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 530 | −0,04 | 518 | 5,51 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 336 934 | 59 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 26 259 | 1,59 | 5 375 | 7,18 | ||||
| 2025-08-14 | 13F | Betterment LLC | 143 685 | 7,94 | 29 | 16,00 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 12 177 | 2 492 | ||||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 5 704 | −17,80 | 1 167 | −13,30 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 123 503 | −15,64 | 25 277 | −11,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 156 340 | 9,16 | 31 998 | 18,62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 54 875 | 0,92 | 11 231 | 6,48 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 1 357 | 7,10 | 281 | 18,14 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 10 509 | 3,75 | 2 151 | 9,47 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 2 489 | 2,89 | 509 | 8,53 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 94 295 | −1,43 | 19 299 | 4,00 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 23 272 | 1,27 | 4 763 | 6,87 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 8 428 | 5,91 | 1 725 | 11,73 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 25 026 | 13,62 | 5 122 | 19,90 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 51 041 | −0,79 | 10 447 | 4,67 | ||||
| 2025-07-22 | 13F | Legacy Trust | 4 447 | −4,59 | 910 | 0,66 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 1 523 | 0,00 | 312 | 5,42 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 16 658 | 0,24 | 3 409 | 5,77 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 32 809 | 34,14 | 6 715 | 111 800,00 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 20 122 | 0,90 | 4 118 | 6,46 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 480 | 4,20 | 508 | 9,98 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 48 602 | −5,38 | 9 947 | −0,17 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 2 197 | 39,14 | 450 | 46,73 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 1 000 | 205 | ||||||
| 2025-08-13 | 13F | American Money Management, LLC | 3 125 | 0,00 | 640 | 5,45 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 017 | 0,50 | 585 | 11 600,00 | ||||
| 2025-07-08 | 13F | Mad River Investors | 6 200 | 0,00 | 1 269 | 5,49 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 6 715 | 0,01 | 1 374 | 5,53 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 888 | 7,37 | 796 | 13,25 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 21 335 | 0,00 | 4 | 0,00 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 4 776 | 1,60 | 978 | 7,24 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 1 725 | 65,87 | 353 | 75,12 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 106 | 181,60 | 641 | 200,94 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 1 125 | −1,32 | 230 | 4,07 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1 630 | −9,29 | 334 | −4,31 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 10 712 | 9,09 | 2 192 | 15,13 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 1 013 | 207 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 3 599 | −1,10 | 737 | 4,40 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 26 952 | 3,14 | 5 516 | 8,82 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 16 567 | 1,29 | 3 391 | 6,87 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 51 844 | 1,62 | 10 611 | 7,22 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 1 190 | 0,00 | 244 | 5,65 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 1 854 | 0,00 | 383 | 6,41 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 143 351 | 5,47 | 29 340 | 11,28 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 55 | 11 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1 869 | −3,31 | 383 | 2,14 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 80 453 | 1,20 | 16 466 | 6,77 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 57 695 | −0,94 | 11 808 | 4,51 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2 896 | −5,61 | 593 | −0,50 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Advisory Research Inc | 12 868 | 0,00 | 2 634 | 5,49 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 140 | −26,32 | 0 | |||||
| 2025-05-13 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 2 172 | 0,00 | 445 | 5,46 | ||||
| 2025-08-04 | 13F | Balentine LLC | 1 183 | 0,00 | 242 | 5,68 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 4 854 | 993 | ||||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 11 831 | 0,66 | 2 421 | 6,18 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 1 978 | 0,00 | 405 | 5,48 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 2 489 | 16,80 | 509 | 23,24 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 245 | 0,00 | 50 | 6,38 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 073 | 1,80 | 220 | 7,35 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 101 630 | 2,79 | 20 801 | 8,45 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 4 572 | −2,01 | 936 | 3,31 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 3 828 | 0,39 | 789 | 6,63 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 39 783 | 1,81 | 8 142 | 7,41 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 26 031 | 9,92 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 952 | 0,00 | 196 | 5,98 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 614 | 1,70 | 330 | 7,49 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 69 212 | −3,00 | 14 166 | 14,28 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 227 569 | −1,51 | 46 577 | 3,91 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 2 278 | −1,94 | 466 | 3,56 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 30 | 0,00 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 547 347 | 0,94 | 112 | 6,67 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 2 146 | 0,00 | 439 | 5,53 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 25 822 | −4,36 | 5 285 | 0,90 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 38 361 | −2,79 | 7 851 | 2,57 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 150 712 | −2,81 | 31 | 0,00 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1 333 | 0,00 | 273 | 5,43 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 6 823 | −0,39 | 1 396 | 5,12 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 18 895 | −0,68 | 3 867 | 4,80 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2 819 | −16,87 | 577 | −12,18 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 7 016 | 4,47 | 1 436 | 10,22 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 101 971 | −1,54 | 20 871 | 3,88 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 645 156 | 0,97 | 132 044 | 6,53 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 022 | 209 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 14 941 | 0,73 | 3 062 | 5,81 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 361 | 0,00 | 74 | 4,29 | ||||
| 2025-07-29 | 13F | Aull & Monroe Investment Management Corp | 1 030 | 211 |
