Grundläggande statistik
Institutionella ägare | 2345 total, 2342 long only, 0 short only, 3 long/short - change of 0,34% MRQ |
Genomsnittlig portföljallokering | 0.9628 % - change of −6,30% MRQ |
Institutionella aktier (lång) | 252 208 060 (ex 13D/G) - change of 40,92MM shares 19,37% MRQ |
Institutionellt värde (lång) | $ 42 561 561 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF (US:VIG) har 2345 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 252,208,060 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 15, 2025 is 215,65 / share. Previously, on September 16, 2024, the share price was 196,82 / share. This represents an increase of 9,57% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 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 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 6 490 | −0,51 | 1 328 | 4,98 | ||||
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 | ||||||
2025-05-15 | 13F | Benchmark Investment Advisors LLC | 1 797 | 0,11 | 349 | −0,85 | ||||
2025-08-12 | 13F | Strategic Advisors LLC | 1 640 | 336 | ||||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 3 193 | −5,62 | 654 | −0,46 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 3 522 | 0,00 | 721 | 5,42 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 22 110 | 4 330 | ||||||
2025-08-12 | 13F | Councilmark Asset Management, LLC | 31 685 | 2,81 | 6 485 | 8,46 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 12 521 | 11,28 | 2 563 | 17,42 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 45 959 | −0,61 | 9 406 | 4,86 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 2 495 | 0,00 | 511 | 5,37 | ||||
2025-08-12 | 13F | Ascent Wealth Partners, LLC | 3 968 | 0,00 | 812 | 5,59 | ||||
2025-08-12 | 13F | Private Management Group Inc | 6 024 | 47,86 | 1 233 | 55,95 | ||||
2025-07-28 | 13F | Davidson Trust Co | 2 072 | 0,00 | 424 | 5,74 | ||||
2025-08-14 | 13F | Marathon Capital Management | 1 169 | 0,00 | 239 | 5,75 | ||||
2025-04-17 | 13F | Searcy Financial Services Inc /adv | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Bailard, Inc. | 17 342 | 366,06 | 3 549 | 392,23 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 17 301 | −1,79 | 3 541 | 3,60 | ||||
2025-07-16 | 13F | ORG Partners LLC | 6 742 | −11,67 | 1 389 | −6,02 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 249 241 | 29,72 | 51 012 | 36,86 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 26 802 | 7,93 | 5 486 | 13,87 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 4 735 | 5,98 | 969 | 11,89 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 500 | 0,00 | 716 | 5,45 | ||||
2025-07-14 | 13F | Gries Financial Llc | 1 185 | 243 | ||||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 3 102 | 51,39 | 635 | 59,70 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 425 | 0,00 | 906 | 5,48 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 1 802 | 1,46 | 369 | 6,98 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 202 | 1,56 | 6 671 | 164,62 | ||||
2025-08-08 | 13F | Kaizen Financial Strategies | 16 253 | −6,15 | 3 327 | −0,98 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 19 015 | −0,51 | 3 892 | 4,96 | ||||
2025-07-17 | 13F | Consolidated Capital Management, Llc | 110 034 | 6,16 | 22 521 | 12,01 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 4 308 | 65,76 | 882 | 74,80 | ||||
2025-08-08 | 13F | Petix & Botte Co | 10 557 | −24,06 | 2 161 | −19,88 | ||||
2025-08-14 | 13F | First Foundation Advisors | 2 619 | −16,03 | 536 | −11,40 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hamilton Capital, LLC | 1 564 | 1,30 | 320 | 7,02 | ||||
2025-04-18 | 13F | Financial Partners Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Forum Private Client Group LLC | 26 309 | −2,01 | 5 385 | 3,38 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 82 | 1,23 | 17 | 6,67 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 91 704 | 2,19 | 18 769 | 7,82 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 44 130 | −10,32 | 9 032 | −5,37 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 7 832 | −0,14 | 1 603 | 5,39 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 32 740 | −8,60 | 6 701 | −3,57 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 49 022 | −1,11 | 10 033 | 4,34 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 29 948 | −1,16 | 6 130 | 4,29 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 2 955 | 0,00 | 605 | 5,41 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 293 | 0,00 | 60 | 5,36 | ||||
2025-07-15 | 13F | BCS Wealth Management | 3 153 | 14,53 | 1 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 68 583 | 7,27 | 14 037 | 13,18 | ||||
2025-07-16 | 13F | Embree Financial Group | 18 354 | 0,00 | 3 757 | 5,51 | ||||
2025-07-29 | 13F | TFC Financial Management | 188 | 526,67 | 39 | 660,00 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SimpliFi, Inc. | 59 939 | 0,04 | 12 268 | 5,55 | ||||
2025-08-13 | 13F | Arjuna Capital | 1 028 | 210 | ||||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 3 481 | 0,00 | 712 | 5,48 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 446 | −1,34 | 1 729 | 4,10 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 735 554 | −0,05 | 152 843 | 7,06 | ||||
2025-07-15 | 13F | IMS Capital Management | 9 844 | 0,32 | 2 015 | 5,83 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 6 447 | 16,92 | 1 336 | 133 400,00 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 40 256 | 0,19 | 8 187 | 5,90 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 65 364 | 1,18 | 13 378 | 6,74 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 6 714 | 1 315 | ||||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 6 050 | 228,09 | 1 238 | 246,78 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | King Wealth | 1 168 | 0,00 | 0 | |||||
2025-08-13 | 13F | Aspire Growth Partners LLC | 2 394 | 47,60 | 490 | 57,56 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 045 | −1,42 | 214 | 3,90 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 6 147 | 0,59 | 1 258 | 6,16 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 2 177 | 7,40 | 446 | 13,23 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 3 443 | 0,00 | 705 | 5,39 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 121 900 | 137,62 | 24 949 | 150,72 | |||
2025-07-14 | 13F | Iams Wealth Management, Llc | 2 376 | 486 | ||||||
2025-07-15 | 13F | Ballentine Partners, LLC | 201 991 | 2,41 | 41 341 | 8,05 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 600 | 941 | |||||
2025-07-23 | 13F | Lansing Street Advisors | 7 424 | 0,00 | 1 526 | 5,90 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 82 331 | −13,58 | 17 024 | −7,88 | ||||
2025-08-11 | 13F | Advisor Resource Council | 7 991 | −91,79 | 1 636 | −90,57 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 12 152 | 0,00 | 2 487 | 5,52 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 5 625 | −0,02 | 1 151 | 5,50 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 875 | 92,92 | 25 968 | 103,55 | ||||
2025-08-12 | 13F | Argent Trust Co | 15 953 | 3,00 | 3 265 | 8,69 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Aspiriant, Llc | 964 064 | 0,96 | 197 314 | 6,52 | ||||
2025-08-07 | 13F | Navellier & Associates Inc | 1 759 | 0,00 | 360 | 6,21 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 257 907 | 9,25 | 52 786 | 15,26 | ||||
2025-07-21 | 13F | Credential Qtrade Securities Inc. | 836 | 153 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 935 | −17,86 | 2 | 0,00 | ||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 1 126 | 0,00 | 230 | 5,50 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 31 510 | −0,21 | 6 449 | 5,29 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 5 822 | −14,32 | 1 192 | −9,64 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 8 748 | 61,85 | 1 790 | 70,80 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 4 015 | −35,89 | 822 | −32,37 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 470 633 | 5,41 | 96 326 | 11,23 | ||||
2025-07-07 | 13F | Trust Co Of Oklahoma | 3 225 | 0,00 | 660 | 5,60 | ||||
2025-06-03 | 13F | Invst, LLC | 5 263 | −4,08 | 1 021 | −5,03 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 375 | 0,00 | 0 | |||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 5 527 | −0,81 | 1 149 | 14,46 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 5 513 | −1,78 | 1 128 | 3,68 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 5 490 | −1,58 | 1 065 | −2,47 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 528 | 44,21 | 517 | 52,06 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1 062 540 | 0,49 | 217 477 | 6,02 | ||||
2025-07-31 | 13F | McCarthy Asset Management, Inc. | 121 836 | −1,80 | 24 936 | 3,61 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 1 915 | 1,06 | 392 | 6,54 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 688 | −4,04 | 141 | 0,72 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 5 500 | 0,00 | 1 126 | 5,53 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 1 061 | 0,76 | 217 | 6,37 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 2 077 | 0,00 | 425 | 5,72 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 12 090 | 4,95 | 2 485 | 11,19 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 44 987 | −1,64 | 9 207 | 3,95 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 1 952 | 52,26 | 400 | 60,89 | ||||
2025-08-13 | 13F | Icapital Wealth Llc | 19 675 | 3,09 | 4 027 | 8,75 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 33 277 | 2,21 | 6 816 | 7,93 | ||||
2025-07-08 | 13F | Next Level Private LLC | 1 172 | 0,00 | 240 | 5,29 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 99 004 | −8,36 | 20 263 | −3,32 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 41 652 | −2,41 | 8 525 | 2,96 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 956 | 5,22 | 400 | 11,11 | ||||
2025-08-07 | 13F | Nwam Llc | 11 680 | 9,98 | 2 391 | 16,02 | ||||
2025-07-02 | 13F | Doliver Advisors, Lp | 2 050 | 0,00 | 420 | 5,54 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 4 025 | −6,98 | 824 | −1,91 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 90 | 0,00 | 0 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15 484 | −2,17 | 3 169 | 3,22 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 826 | −64,82 | 1 192 | −62,89 | ||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 1 455 | 0,00 | 0 | |||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 25 230 | 0,83 | 5 186 | 6,82 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 1 365 | 279 | ||||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 2 164 | 0,00 | 443 | 5,49 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 20 127 | −1,49 | 4 119 | 3,94 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 20 510 | −3,51 | 4 198 | 1,79 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 2 031 392 | 3,48 | 415 765 | 9,18 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 7 602 | 0,00 | 1 556 | 5,50 | ||||
2025-08-05 | 13F | Huntington National Bank | 7 298 | 4,65 | ||||||
2025-07-30 | 13F | Dupree Financial Group, LLC | 16 901 | −0,56 | 3 459 | 4,95 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 9 569 | 1,20 | 1 959 | 6,76 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 63 424 | −0,86 | 12 981 | 4,61 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 15 032 | 1,27 | 3 077 | 6,84 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 9 581 | −4,76 | 1 961 | 0,46 | ||||
2025-07-16 | 13F | Amarillo National Bank | 1 090 | 0,00 | 223 | 5,69 | ||||
2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 83 588 | 0,47 | 17 108 | 6,01 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 1 355 | −34,86 | 277 | −31,27 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 23 742 | −0,13 | 4 859 | 5,38 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 7 502 | 0,00 | 1 535 | 5,50 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 103 377 | −2,31 | 21 158 | 3,06 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 340 | 0,00 | 70 | 6,15 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 14 912 | −0,18 | 3 052 | 5,31 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 3 975 | 0,71 | 814 | 6,27 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 3 933 | −28,62 | 805 | −25,49 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 39 774 | 1,95 | 8 141 | 7,56 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 27 539 | −0,07 | 5 636 | 5,44 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 4 683 | 3,45 | 958 | 9,11 | ||||
2025-07-22 | 13F | Stanich Group LLC | 8 688 | −4,72 | 1 792 | 1,36 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 1 928 | 0,00 | 0 | |||||
2025-06-26 | NP | FLCE - Frontier Asset U.S. Large Cap Equity ETF | 27 144 | 9,43 | 5 185 | 3,39 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 820 | 0,43 | 1 798 | 6,71 | ||||
2025-07-18 | 13F | Columbia Asset Management | 19 475 | −7,40 | 3 986 | −2,30 | ||||
2025-07-29 | 13F | Activest Wealth Management | 15 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 5 810 | 11,52 | 1 189 | 17,72 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 16 783 | −2,21 | 3 435 | 3,18 | ||||
2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 1 100 | −6,38 | 210 | −11,39 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Accel Wealth Management | 13 807 | 0,43 | 2 826 | 5,92 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 115 018 | 27,26 | 23 541 | 34,27 | ||||
2025-07-30 | 13F | Retirement Planning Group | 161 534 | −11,34 | 33 061 | −6,46 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11 344 | −8,16 | 2 322 | −3,13 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 112 | 18,79 | 432 | 25,58 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 7 554 | 7,99 | 1 546 | 14,01 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 20 763 | 3,56 | 4 250 | 9,26 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 1 518 | −0,26 | 311 | 5,42 | ||||
2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 3 026 | 0,00 | 619 | 5,45 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 11 111 | 3,18 | 2 299 | 13,15 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 28 650 | −2,25 | 5 843 | 2,78 | ||||
2025-08-14 | 13F | Pecaut & Co. | 54 747 | 1,71 | 11 205 | 7,31 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 1 639 | 0,00 | 335 | 5,68 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 34 772 | 12,75 | 7 117 | 18,96 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 294 | −8,41 | 57 | −9,68 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 20 783 | −3,05 | 4 254 | 2,28 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 38 333 | −45,78 | 8 | −46,15 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 370 | −5,85 | 76 | −1,32 | ||||
2025-07-23 | 13F | Charter Trust Co | 995 | 204 | ||||||
2025-07-02 | 13F | Marotta Asset Management | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | New Century Financial Group, LLC | 1 090 | −45,12 | 223 | −42,08 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 1 049 | 0,00 | 203 | −0,98 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 1 540 | 0,00 | 315 | 5,70 | ||||
2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 6 006 | −1,78 | 1 229 | 3,63 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 70 394 | −1,79 | 14 408 | 3,62 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 2 536 | 0,00 | 519 | 5,70 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 35 551 585 | 20 718,40 | 174 | −99,48 | ||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 16 747 | 0,00 | 3 249 | 0,00 | ||||
2025-08-28 | 13F | Stark Wealth Management LLC | 1 081 | 221 | ||||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 250 | 0,00 | 51 | 6,25 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 267 | 0,00 | 55 | 5,88 | ||||
2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 7 742 | −9,28 | 1 585 | −4,29 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 84 423 | −0,97 | 17 279 | 4,49 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 12 711 | −7,29 | 2 602 | −2,18 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 4 266 | 0,00 | 877 | 5,93 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 5 037 | 6,97 | 1 031 | 12,81 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 23 888 | 0,20 | 4 889 | 5,73 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 104 010 | −0,49 | 21 288 | 4,99 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 4 711 | 23,75 | 1 | |||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 1 443 | 4,11 | 295 | 10,07 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 6 | 0,00 | 1 | 0,00 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 138 197 | 12 054,53 | 28 285 | 12 756,36 | ||||
2025-08-07 | 13F | Midwest Trust Co | 18 905 | 3 869 | ||||||
2025-07-16 | 13F/A | CX Institutional | 1 094 | 0,00 | 0 | |||||
2025-08-08 | 13F | ProVise Management Group, LLC | 138 385 | −2,23 | 28 323 | 3,15 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 10 846 | 5,81 | 2 220 | 11,62 | ||||
2025-07-28 | 13F | Dash Acquisitions Inc. | 1 321 | 0,00 | 275 | 6,18 | ||||
2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Wolff Financial Management Llc | 6 183 | 0,00 | 1 | 0,00 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 6 994 | 0,40 | 1 432 | 5,92 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 38 536 | 3,28 | 7 887 | 8,97 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 320 692 | 0,00 | 65 636 | 5,51 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 10 124 | −0,11 | 2 072 | 5,39 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 3 550 | 0,00 | 727 | 5,52 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 190 134 | 0,03 | 38 915 | 5,85 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 60 958 | −0,84 | 12 528 | 5,05 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 4 527 | 0,00 | 927 | 5,47 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 182 747 | 2,14 | 37 403 | 7,77 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 12 788 | 0,22 | 2 617 | 5,74 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 2 462 | −0,44 | 504 | 5,01 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 5 041 | −1,64 | 1 032 | 3,72 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 550 | 0,00 | 317 | 5,67 | ||||
2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 24 549 | 37,19 | 4 859 | 33,68 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 4 781 | 0,00 | 979 | 5,50 | ||||
2025-07-23 | 13F | Schrum Private Wealth Management LLC | 5 109 | 16,75 | 1 046 | 23,09 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 3 169 | 0,00 | 651 | 6,03 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 45 612 | −0,05 | 9 335 | 5,46 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1 121 | −25,07 | 230 | −20,69 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 717 | 2,20 | 351 | 8,00 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 60 774 | −1,45 | 12 439 | 3,97 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 9 580 | 17,27 | 1 961 | 23,74 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 2 492 | 5,73 | 510 | 11,60 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 3 797 | −3,63 | 777 | 1,70 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 4 710 | 0,56 | 964 | 6,06 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 37 716 | −0,40 | 7 719 | 5,09 | ||||
2025-07-21 | 13F | Syntax Research, Inc. | 758 | 0,00 | 155 | 5,44 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1 521 | −1,81 | 311 | 3,67 | ||||
2025-08-12 | 13F | Viawealth, Llc | 6 001 | −8,14 | 1 228 | −3,08 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 1 481 | 0,00 | 303 | 5,57 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 3 946 | 84,57 | 808 | 94,93 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 32 878 | 184,04 | 6 729 | 199,73 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 3 297 | 79,58 | 675 | 89,33 | ||||
2025-08-04 | 13F | Cottage Street Advisors LLC | 1 224 | 0,00 | 250 | 5,49 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 13 | 0,00 | 3 | 0,00 | ||||
2025-07-08 | 13F | Gillespie Robinson & Grimm Inc | 8 402 | 3,38 | 1 720 | 9,07 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 2 103 | −2,77 | 430 | 2,63 | ||||
2025-08-05 | 13F | Levin Capital Strategies, L.p. | 24 038 | 0,00 | 4 920 | 5,49 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 2 276 | 1,56 | 466 | 7,14 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 2 589 | −0,84 | 530 | 4,74 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 11 354 | −0,74 | 2 324 | 4,69 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 145 259 | 0,57 | 29 857 | 6,55 | ||||
2025-07-31 | 13F | MN Wealth Advisors, LLC | 2 229 | −32,17 | 456 | −28,41 | ||||
2025-08-12 | 13F | Prudential Plc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 88 225 | 17,85 | 18 057 | 24,34 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 7 669 | 0,00 | 1 570 | 5,51 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 1 582 | 0,25 | 324 | 5,90 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 184 727 | −0,59 | 37 808 | 4,89 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 55 037 | 0,62 | 11 264 | 6,16 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 113 525 | −4,56 | 23 235 | −0,24 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 2 360 | 0,00 | 483 | 5,69 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 11 416 | −8,86 | 2 337 | −3,83 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 2 736 | 0,00 | 1 | |||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 41 198 | 11,58 | 8 | 14,29 | ||||
2025-07-18 | 13F | Chelsea Counsel Co | 88 | 0,00 | 18 | 5,88 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 987 | 202 | ||||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 147 516 | 0,56 | 30 192 | 6,10 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 5 042 | −86,65 | 1 032 | −85,92 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 743 | −27,86 | 152 | −23,62 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 48 950 | 23,87 | 10 019 | 30,68 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 1 735 | 11,58 | 355 | 17,94 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 1 963 | 0,00 | 402 | 5,53 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 24 895 | −14,90 | 5 095 | −10,20 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 262 | 0,00 | 54 | 6,00 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 57 173 | 169,16 | 11 702 | 184,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 521 216 | 5,13 | 311 348 | 10,91 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 1 923 | 8,34 | 394 | 14,24 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 3 250 | 17,97 | 665 | 24,53 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 2 550 | −2,15 | 525 | 9,15 | ||||
2025-07-11 | 13F | Enhancing Capital LLC | 1 400 | 0,00 | 287 | 5,54 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 115 054 | 14,17 | 23 548 | 20,46 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 46 730 | 9,72 | 9 564 | 15,77 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 5 701 | 2,48 | 1 167 | 12,33 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 21 104 | −0,60 | 4 319 | 4,88 | ||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 999 | 204 | ||||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Aries Wealth Management | 6 836 | −25,64 | 1 399 | −21,54 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 14 166 | 30,13 | 2 899 | 37,33 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 83 477 | 31,49 | 17 085 | 38,73 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 1 064 | 218 | ||||||
2025-08-13 | 13F | Saiph Capital, LLC | 3 373 | 3,02 | 690 | 8,66 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 16 122 | −6,02 | 3 300 | −0,84 | ||||
2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 3 449 | 11,01 | 706 | 17,11 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 20 252 | −4,59 | 4 145 | 0,68 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 2 907 | 0,00 | 595 | 5,51 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 574 | 42,39 | 731 | 50,41 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 445 | 9,88 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 99 562 | 5,39 | 20 381 | 11,20 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 1 256 | 0,00 | 257 | 5,76 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 20 923 | 0,00 | 4 282 | 5,52 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 6 940 | 0,00 | 1 420 | 5,50 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 0 | −100,00 | 0 | |||||
2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 234 311 | −6,81 | 44 760 | −11,97 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 11 619 | −8,37 | 2 378 | −3,29 | ||||
2025-08-12 | 13F | Holderness Investments Co | 2 406 | 0,00 | 493 | 5,58 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 3 348 | 0,30 | 685 | 5,87 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 3 448 | 0,00 | 706 | 5,54 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 034 | −3,09 | 212 | 2,43 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 624 | 0,00 | 0 | |||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 41 452 | 1,87 | 8 484 | 7,47 | ||||
2025-08-06 | 13F | Excalibur Management Corp | 3 574 | 25,14 | 731 | 32,19 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 369 667 | 60,62 | 53 776 | 20,44 | ||||
2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 2 941 | 0,00 | 602 | 5,44 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 2 435 | 0,00 | 498 | 5,51 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 26 095 | 29,02 | 5 341 | 36,12 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 1 733 | 2,06 | 355 | 7,60 | ||||
2025-07-14 | 13F | Friday Financial | 15 948 | 1,51 | 3 264 | 6,67 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 65 089 | −3,19 | 13 272 | 2,84 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 8 | −11,11 | 2 | 0,00 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2 950 | −5,90 | 604 | −0,82 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 40 049 | −2,66 | 8 197 | 2,69 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 5 540 | 0,53 | 1 139 | 6,45 | ||||
2025-07-31 | 13F | Rational Advisors Llc | 229 140 | −2,37 | 46 898 | 3,00 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 1 832 | −1,13 | 375 | 4,18 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 998 | 204 | ||||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 46 551 | 3,26 | 9 528 | 8,94 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 69 800 | −8,52 | 14 348 | −3,07 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 57 392 | −1,31 | 11 820 | 5,11 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 9 711 | −17,75 | 1 996 | −12,84 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 64 | −97,84 | 13 | −97,74 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 109 846 | 29,94 | 22 482 | 37,09 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 1 406 | 0,00 | 288 | 5,51 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 1 304 | 0,00 | 267 | 5,56 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 3 652 | 0,00 | 1 | |||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 112 | 0,00 | 23 | 4,76 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 60 810 | −2,80 | 12 446 | 2,55 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 311 | −0,44 | 882 | 5,00 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 279 204 | 1,36 | 57 145 | 6,94 | ||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 5 | 0,00 | 1 | |||||
2025-07-29 | 13F | FLC Capital Advisors | 18 783 | 0,00 | 3 844 | 5,52 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 18 035 | −8,20 | 3 691 | −3,15 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 63 157 | 6,82 | 12 926 | 12,70 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1 300 | 9,70 | 266 | 16,16 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | True North Advisors, LLC | 1 207 | 0,00 | 247 | 5,56 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 17 647 | −5,41 | 3 612 | −0,22 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 12 627 | 2 584 | ||||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 37 321 | −0,28 | 7 639 | 5,21 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 8 741 | 0,45 | 1 789 | 5,98 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 8 419 | 9,47 | 1 723 | 15,49 | ||||
2025-08-13 | 13F | Keystone Financial Group | 30 750 | 2,36 | 6 294 | 8,00 | ||||
2025-08-08 | NP | QRDTX - Quantified Rising Dividend Tactical Fund Investor Class Shares | 26 567 | 4,29 | 5 437 | 10,04 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 62 684 | 9,65 | 12 829 | 15,69 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 26 998 | −3,35 | 5 526 | 1,96 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 590 | 0,00 | 121 | 6,14 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 597 309 | 10,39 | 327 045 | 16,45 | ||||
2025-08-14 | 13F | Glenview Trust Co | 3 571 | 14,79 | 731 | 21,06 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 50 | 10 | ||||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 90 445 | 1,42 | 18 511 | 7,01 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 1 445 | 0,00 | 296 | 5,36 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 606 | 2 171 | ||||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 799 | −19,85 | 573 | −15,51 | ||||
2025-08-06 | 13F | Chancellor Financial Group WB LP | 4 506 | −0,31 | 922 | 5,25 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 1 746 | 1,28 | 339 | 0,30 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 10 654 | 2 181 | ||||||
2025-07-09 | 13F | Baron Wealth Management LLC | 18 416 | −0,48 | 3 769 | 5,02 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 1 228 | −2,69 | 251 | 2,87 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1 458 | −32,44 | 298 | −28,71 | ||||
2025-08-14 | 13F | Barnett & Company, Inc. | 1 796 | −0,11 | 368 | 5,46 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 47 285 | −1,85 | 9 678 | 3,55 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 64 805 | 2,24 | 13 264 | 7,87 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 7 246 | −0,29 | 1 483 | 5,25 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 3 490 | 0,23 | 1 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 62 373 | −7,50 | 12 766 | −2,42 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 1 761 | 0,00 | 360 | 5,57 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 495 | −40,43 | 101 | −37,27 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 2 767 | 0,36 | 566 | 5,99 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 9 420 | −0,58 | 1 928 | 4,90 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 4 844 | 8,22 | 991 | 14,17 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 13 396 | −6,26 | 3 | 0,00 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 1 143 | 234 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 575 | 4,08 | 527 | 10,02 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 13 958 | −2,06 | 2 857 | 3,33 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 40 082 | 0,38 | 8 204 | 5,90 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1 954 | 26,72 | 0 | |||||
2025-08-14 | 13F | Mendel Capital Management LLC | 60 546 | −3,21 | 12 392 | 2,12 | ||||
2025-07-16 | 13F | Novem Group | 146 012 | −12,28 | 29 884 | −7,45 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 8 301 | −0,35 | 1 610 | −1,29 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 3 493 | −33,79 | 715 | −30,21 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 1 033 | 0,00 | 211 | 5,50 | ||||
2025-07-18 | 13F | Vicus Capital | 3 540 | 1,49 | 725 | 7,10 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 81 149 | −0,81 | 16 609 | 4,65 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 2 799 | 0,00 | 573 | 5,54 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 1 491 | 0,00 | 305 | 5,54 | ||||
2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 1 521 | −1,62 | 311 | 4,01 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 18 730 | −0,56 | 3 833 | 4,93 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 27 558 | 0,08 | 5 638 | 5,56 | ||||
2025-08-13 | 13F | M&t Bank Corp | 166 446 | −2,86 | 34 066 | 2,48 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 1 014 | 208 | ||||||
2025-05-15 | 13F | WealthTrak Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 3 600 | 0,00 | 737 | 5,44 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 35 541 | 5,32 | 7 274 | 11,12 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 501 | 1,36 | 1 126 | 5,83 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 1 451 | −5,04 | 297 | 0,00 | ||||
2025-08-04 | 13F | Ledyard National Bank | 33 480 | −8,94 | 6 852 | −3,93 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 6 742 | 11 524,14 | 1 380 | 12 436,36 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 56 686 | −0,79 | 11 602 | 4,67 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 199 709 | −2,49 | 40 875 | 2,88 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 4 370 | 894 | ||||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 2 140 | 0,00 | 438 | 5,30 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 25 136 | −60,21 | 5 145 | −58,13 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 33 318 | 0,00 | 6 847 | 5,94 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 4 370 | 93,36 | 894 | 104,11 | ||||
2025-07-15 | 13F | Maseco Llp | 298 | 61 | ||||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1 893 | 1,23 | 389 | 7,46 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 1 267 | 7,37 | 246 | 6,06 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 2 556 | −0,31 | 523 | 5,23 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 412 | −36,91 | 84 | −33,33 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 4 276 | −6,98 | 875 | −1,80 | ||||
2025-08-14 | 13F | Constant Guidance Financial LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Myecfo, Llc | 2 327 | 0,00 | 476 | 5,54 | ||||
2025-08-12 | 13F | Zacks Investment Management | 1 043 | −27,72 | 213 | −23,66 | ||||
2025-04-29 | 13F | SwitchPoint Financial Planning, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Global Wealth Management, LLC | 55 605 | 1,55 | 11 470 | 7,99 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 3 278 | −2,96 | 1 | |||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 11 853 | 3,12 | 2 426 | 3,15 | ||||
2025-04-29 | 13F | Pure Portfolios Holdings Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 28 803 | −0,90 | 6 | 0,00 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 6 613 | 0,00 | 1 354 | 5,54 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 15 914 | 10,88 | 3 257 | 16,99 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 1 528 | 0,00 | 313 | 5,41 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 1 307 | −1,13 | 268 | 4,30 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 3 176 | 0,00 | 650 | 5,52 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 9 500 | −0,93 | 1 944 | 4,52 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 4 079 | 0,00 | 835 | 5,44 | ||||
2025-08-14 | 13F | Navigoe, LLC | 69 | 0,00 | 0 | |||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 874 | −0,41 | 1 407 | 5,08 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 13 000 | 0,00 | 2 672 | 5,99 | ||||
2025-07-29 | 13F | Ariston Services Group | 112 352 | 0,00 | 22 995 | 5,51 | ||||
2025-08-12 | 13F | Martin Worley Group | 8 076 | 1,29 | 1 653 | 6,86 | ||||
2025-07-23 | 13F | Evexia Wealth Llc | 4 253 | 877 | ||||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 1 393 | 1,60 | 0 | |||||
2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 1 342 996 | 0,00 | 274 871 | 5,51 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 1 100 | 0,00 | 225 | 5,63 | ||||
2025-07-24 | 13F | Eastern Bank | 7 738 | 0,00 | 1 584 | 5,46 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 1 405 | 0,00 | 288 | 5,51 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 19 132 | 1,83 | 3 916 | 7,44 | ||||
2025-08-06 | 13F | Blue Investment Partners LLC | 989 | 202 | ||||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 378 | −3,57 | 77 | 1,32 | ||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 1 821 | 0,00 | 382 | 5,23 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 5 673 | −0,02 | 1 161 | 5,55 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 598 | 0,00 | 122 | 5,17 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 12 472 | −0,01 | 2 553 | 5,50 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4 995 | 0,00 | 1 022 | 5,58 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 221 | 0,74 | 1 273 | 6,35 | ||||
2025-07-10 | 13F | Piscataqua Savings Bank | 148 | 0,00 | 30 | 7,14 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 1 285 | 0,00 | 0 | |||||
2025-07-15 | 13F | McAdam, LLC | 5 268 | 23,37 | 1 078 | 30,19 | ||||
2025-08-12 | 13F | Southeast Asset Advisors Inc. | 12 431 | 8,51 | 2 544 | 14,49 | ||||
2025-07-11 | 13F | LongView Wealth Management | 4 779 | 0,00 | 978 | 5,50 | ||||
2025-07-21 | 13F | Catalina Capital Group, LLC | 6 870 | −0,01 | 1 406 | 5,56 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 3 694 | −16,24 | 717 | −4,66 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 25 171 | −3,76 | 5 152 | 1,56 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 70 531 | 6,32 | 14 436 | 12,18 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 29 697 | −0,24 | 6 120 | 13,21 | ||||
2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 98 044 | 14,72 | 19 406 | 11,79 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 1 000 | 205 | ||||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 3 284 | −0,48 | 672 | 5,00 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2 179 | −0,64 | 446 | 5,45 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 594 845 | −1,60 | 121 747 | 3,82 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 71 653 | 5,44 | 14 665 | 11,24 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 10 483 137 | 3,18 | 2 145 584 | 8,86 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 18 195 | 3,22 | 3 724 | 8,89 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 643 341 | 4,20 | 131 673 | 9,94 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 2 729 | −19,02 | 559 | −14,55 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 196 169 | 3,42 | 40 150 | 9,11 | ||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 9 354 | 134,79 | 725 | −6,22 | ||||
2025-07-23 | 13F | Equitable Trust Co | 15 960 | 0,00 | 3 267 | 5,49 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 10 324 | 0,00 | 2 003 | 0,00 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 1 869 | 11,72 | 383 | 17,90 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Weik Capital Management | 6 625 | −2,07 | 1 356 | 3,28 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 314 | −2,25 | 3 339 | 3,12 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 27 927 | −3,46 | 5 716 | 1,85 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 60 571 | 0,00 | 12 397 | 5,51 | ||||
2025-08-08 | 13F | Davies Financial Advisors, Inc. | 3 673 | 0,00 | 752 | 5,48 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 4 854 | 2,10 | 993 | 7,70 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 32 546 | −0,78 | 7 | 0,00 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 243 | 0,00 | 50 | 6,38 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 18 825 | −2,69 | 3 853 | 2,67 | ||||
2025-07-23 | 13F | Sachetta, LLC | 7 559 | −0,59 | 1 547 | 4,88 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 2 700 | −63,15 | 553 | −61,15 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 192 | 0,00 | 39 | 5,41 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 54 570 | −2,94 | 11 169 | 2,40 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 34 243 | 5,97 | 7 037 | 12,25 | ||||
2025-07-17 | 13F | PMG Wealth Management, Inc. | 41 912 | 3,63 | 8 578 | 9,34 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 1 840 | −41,36 | 378 | −37,83 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 43 736 | −1,02 | 8 951 | 4,43 | ||||
2025-07-29 | 13F | Ballast, Inc. | 12 147 | 289,45 | 2 486 | 310,91 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 2 777 | 5,51 | 568 | 11,37 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 2 941 | 1,41 | 602 | 6,94 | ||||
2025-07-09 | 13F | Lincoln Capital Corp | 5 495 | 0,00 | 1 125 | 5,54 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 695 | 0,00 | 142 | 5,97 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 23 938 | −2,26 | 4 899 | 3,14 | ||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 29 546 | −0,22 | 6 047 | 5,28 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 56 682 | −0,18 | 11 601 | 5,32 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 5 770 | −10,36 | 1 181 | −5,45 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 8 083 | 18,80 | 1 654 | 25,40 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 105 523 | −0,16 | 21 597 | 5,34 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 7 300 | 4,29 | 1 488 | 10,80 | |||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 178 | −9,18 | 36 | −5,26 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 9 337 | 95,95 | 1 911 | 106,82 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 33 174 | 1,07 | 6 790 | 6,63 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 1 828 | 0,22 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 2 862 | 20,61 | 586 | 27,17 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 38 577 | −7,87 | 7 896 | −3,71 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 359 315 | 74 | ||||||
2025-07-30 | 13F | Klingman & Associates, LLC | 6 821 | −1,12 | 1 396 | 4,26 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 51 665 | −5,13 | 10 574 | 0,09 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 818 957 | −0,49 | 167 616 | 4,98 | ||||
2025-08-12 | 13F | Archer Investment Corp | 19 072 | −0,53 | 3 903 | 4,95 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 1 517 | 0,00 | 310 | 5,44 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 545 | −8,09 | 113 | −2,61 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 7 502 | −0,16 | 1 565 | 7,41 | ||||
2025-08-14 | 13F | Syon Capital Llc | 68 581 | −10,15 | 14 036 | −5,21 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 34 129 | −0,46 | 6 985 | 5,04 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 2 379 | 0,00 | 487 | 5,42 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 067 | 42,06 | 423 | 50,00 | ||||
2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 1 642 | −2,96 | 336 | 2,44 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 196 | 0,00 | 40 | 5,26 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 10 735 | 32,24 | 2 197 | 39,58 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 26 997 | 0,00 | 5 525 | 5,50 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 784 | 5,38 | 160 | 14,29 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 3 736 | 0,59 | 765 | 6,11 | ||||
2025-07-17 | 13F | Cairn Investment Group, Inc. | 1 752 | 0,00 | 0 | |||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 6 030 | 1,33 | 1 234 | 6,93 | ||||
2025-08-06 | 13F | Miller Investment Management, LP | 23 831 | 0,00 | 4 877 | 5,52 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 4 554 | −24,16 | 932 | −19,93 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 182 703 | −11,04 | 37 394 | −6,15 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 2 411 | −0,21 | 493 | 5,34 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 1 202 | −21,95 | 246 | −17,45 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 148 | 0,00 | 30 | 7,14 | ||||
2025-07-17 | 13F | Crane Advisory, LLC | 134 724 | −5,62 | 27 744 | 5,20 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 23 724 | 22 933,01 | 4 856 | 25 452,63 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 43 940 | 1,36 | 9 031 | 7,40 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 8 282 | 18,03 | 2 | 0,00 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Stokes Capital Advisors, LLC | 27 520 | −35,74 | 5 633 | −32,20 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 51 101 | −0,15 | 10 459 | 5,35 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | DDFG, Inc | 92 874 | 4,67 | 19 008 | 10,43 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 82 446 | −0,60 | 16 874 | 4,87 | ||||
2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 45 631 | 0,79 | 9 339 | 6,34 | ||||
2025-07-30 | 13F | Advantage Trust Co | 3 388 | 0,00 | 693 | 5,48 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 24 480 | 1,04 | 5 010 | 6,60 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 466 | 0,48 | 300 | 6,01 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 6 328 | −17,57 | 1 295 | −13,03 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 208 | 0,00 | 43 | 5,00 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 8 841 | 0,09 | 1 809 | 5,60 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4 198 | 0,29 | 859 | 5,79 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 21 057 | −9,54 | 4 310 | −4,56 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 98 242 | −8,33 | 20 107 | −3,29 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 4 503 | −0,73 | 922 | 4,78 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 20 985 | 8,30 | 4 295 | 14,29 | ||||
2025-07-30 | 13F | BTS Asset Management, Inc. | 2 003 | −45,94 | 410 | −43,04 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 5 470 | 16,98 | 1 120 | 23,37 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 4 535 | 0,00 | 1 | |||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 17 749 | −4,46 | 3 633 | 0,80 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 218 | 4,65 | 659 | 10,40 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 26 961 | 3,69 | 5 518 | 9,42 | ||||
2025-04-28 | 13F | Aaron Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 3 502 | 18,95 | 717 | 25,39 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 2 206 | −1,12 | 452 | 4,40 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 11 213 | −2,01 | 2 295 | 3,38 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 132 | 4 300,00 | 27 | 8,00 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 1 167 | 238 | ||||||
2025-07-15 | 13F | Family Investment Center, Inc. | 74 135 | −3,43 | 15 177 | 1,91 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 9 167 | −37,46 | 1 876 | −34,01 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 4 236 | 3,32 | 867 | 8,93 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 1 323 | 0,00 | 272 | 5,86 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 19 356 | −1,22 | 3 962 | 4,21 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 6 412 | −21,87 | 1 312 | −17,59 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 30 484 | 4,44 | 6 239 | 10,21 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 47 070 | −0,81 | 9 634 | 3,31 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 16 394 | 0,48 | 3 355 | 6,00 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 1 033 | 212 | ||||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 18 782 | −4,60 | 3 844 | 0,65 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 1 239 | 0,00 | 254 | 5,42 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1 207 | −1,23 | 246 | 7,42 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 1 320 | 270 | ||||||
2025-08-01 | 13F | First National Trust Co | 11 445 | −0,55 | 2 342 | 4,93 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 1 689 | 0,00 | 346 | 5,50 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 048 | −1,44 | 421 | 4,47 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 1 945 | −1,77 | 398 | 3,65 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 44 828 | −1,62 | 9 175 | 3,79 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 12 561 | −0,07 | 2 571 | 5,41 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 3 667 | 24,14 | 754 | 31,64 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 1 302 | −0,61 | 266 | 4,72 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 4 484 | 14,68 | 918 | 20,98 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 3 762 | −3,09 | 770 | 2,26 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 6 711 | −2,14 | 1 374 | 3,23 | ||||
2025-07-24 | 13F | Baxter Bros Inc | 6 686 | 25,56 | 1 369 | 32,56 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 12 508 | −5,03 | 2 560 | 0,20 | ||||
2025-08-07 | 13F | Gouws Capital LLC | 14 428 | −0,04 | 2 953 | 5,43 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 322 | 0,00 | 475 | 5,56 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 1 341 | −4,01 | 275 | 1,11 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 442 | 0,00 | 91 | 5,88 | ||||
2025-08-08 | 13F | Creative Planning | 1 092 441 | −1,42 | 223 590 | 4,01 | ||||
2025-05-07 | 13F | Norden Group Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 1 287 | 263 | ||||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 2 516 | 0,00 | 515 | 5,33 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 71 214 | −1,81 | 14 575 | 3,60 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 53 974 | 9,45 | 11 047 | 15,47 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 128 | 0,00 | 26 | 8,33 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 234 | −98,28 | 253 | −98,19 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 5 768 | 1 181 | ||||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8 279 | 0,57 | 1 694 | 6,07 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 29 233 | −0,73 | 5 983 | 4,74 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 243 543 | 0,35 | 49 846 | 5,88 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 1 214 | 0,75 | 248 | 6,44 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 22 114 | 0,25 | 4 526 | 5,77 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 465 | −10,40 | 95 | −5,00 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 2 389 | −6,28 | 489 | −1,21 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 56 018 | 14,83 | 11 465 | 21,16 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 30 825 | 4,78 | 6 309 | 10,55 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 16 372 | 142,98 | 3 351 | 156,31 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 1 273 | 12,36 | 261 | 18,72 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 1 117 | 4,69 | 229 | 10,68 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 26 961 | 1,79 | 5 518 | 7,40 | ||||
2025-08-05 | 13F | Snider Financial Group | 92 042 | 1,82 | 18 838 | 7,43 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 64 154 | −4,99 | 13 | 0,00 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 2 830 | 0,00 | 579 | 5,66 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 1 887 | 0,00 | 386 | 5,46 | ||||
2025-07-29 | NP | ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A | 21 100 | −3,65 | 4 176 | −6,12 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 114 207 | −30,69 | 23 375 | −26,88 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 21 745 | −0,91 | 4 451 | 4,53 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 30 931 | 8,74 | 6 331 | 14,72 | ||||
2025-05-12 | 13F | Asset Planning Corporation | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 78 | 0,00 | 16 | 0,00 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 904 | 0,00 | 390 | 5,42 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 3 196 | −21,32 | 654 | −17,03 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 1 537 | −54,22 | 315 | −51,77 | ||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 1 540 | 0,00 | 315 | 5,70 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 4 826 | 87,05 | 988 | 97,40 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 41 226 | 0,62 | 8 438 | 6,17 | ||||
2025-05-16 | 13F | Stance Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 2 687 | 0,11 | 552 | 6,15 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 15 408 | −3,78 | 3 173 | 2,16 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 1 470 | 0,00 | 301 | 5,26 | ||||
2025-08-06 | 13F | North Capital, Inc. | 2 424 | 0,00 | 496 | 5,53 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 24 958 | 1,40 | 5 108 | 7,00 | ||||
2025-08-11 | 13F/A | Suncoast Equity Management | 1 456 | 0,00 | 298 | 5,67 | ||||
2025-08-12 | 13F | Camden National Bank | 4 214 | 0,00 | 862 | 5,51 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 324 693 | −2,32 | 66 455 | 3,06 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 12 338 | −0,22 | 2 525 | 5,30 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 840 | 0,00 | 377 | 7,12 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 7 842 | 1 605 | ||||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 8 892 | −1,62 | 1 820 | 3,76 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 30 | 0,00 | 6 | 20,00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 55 764 | 1,13 | 11 413 | 6,70 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 5 601 | −2,08 | 1 146 | 3,34 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 1 384 | 0,00 | 283 | 5,60 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 2 662 | 0,00 | 545 | 5,43 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1 151 | 0,00 | 236 | 5,38 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 5 307 | 0,00 | 1 086 | 5,54 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 2 580 | −21,41 | 530 | −16,67 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 099 | 3,71 | 1 453 | 9,42 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 15 459 | 1,24 | 3 164 | 6,82 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 24 321 | 9,79 | 4 999 | 16,34 | ||||
2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 318 | 0,00 | 65 | 6,56 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 1 175 | 0,00 | 240 | 5,73 | ||||
2025-08-01 | 13F | Wincap Financial Llc | 1 748 | −30,05 | 358 | −26,24 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 1 730 | −2,26 | 354 | 3,21 | ||||
2025-08-14 | 13F | Dividend Asset Capital, Llc | 2 490 | 15,12 | 510 | 21,48 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 3 434 | 0,00 | 703 | 6,53 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 53 053 | −3,10 | 10 858 | 3,32 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 436 | 91 | ||||||
2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 1 453 | 0,00 | 297 | 5,69 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 4 431 | −2,94 | 860 | −3,91 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 285 | −14,93 | 58 | −9,37 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 6 768 | 17,52 | 1 385 | 23,99 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 9 210 | −10,36 | 1 885 | −5,42 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3 620 | −9,27 | 741 | −4,39 | ||||
2025-07-21 | 13F | Capital Planning LLC | 20 151 | 4,23 | 4 142 | 10,43 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 6 701 | −0,01 | 1 371 | 5,46 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 347 959 | −0,71 | 71 217 | 4,75 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 52 | 0,00 | 11 | 0,00 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 13 520 | 2,11 | 2 767 | 7,75 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1 601 | 4,57 | 311 | 3,68 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 181 666 | 1,99 | 37 182 | 7,61 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 19 229 | 0,00 | 3 936 | 5,50 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 1 657 | −3,72 | 339 | 1,80 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 8 668 | −39,74 | 1 774 | −36,42 | ||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 288 | 0,00 | 59 | 5,45 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8 120 | −25,15 | 1 662 | −21,06 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 21 850 | −24,83 | 4 499 | −20,54 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 185 215 | 3,95 | 37 908 | 9,67 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 6 424 | −5,89 | 1 315 | −0,76 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 33 477 | −1,29 | 6 626 | 6,27 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 12 611 | 0,00 | 2 581 | 5,48 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 40 | 0,00 | 8 | 14,29 | ||||
2025-08-13 | 13F | KilterHowling LLC | 128 232 | 1,64 | 26 245 | 7,94 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 64 982 | −6,29 | 13 300 | −1,13 | ||||
2025-07-15 | 13F | Graypoint LLC | 13 791 | −15,86 | 2 823 | −11,23 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 5 926 | 16,77 | 1 221 | 26,53 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 19 125 | 1,41 | 3 914 | 7,00 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 3 164 | 60,94 | 647 | 69,82 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 1 754 | −4,98 | 0 | |||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 022 | 0,00 | 619 | 5,46 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 40 726 | −5,05 | 8 335 | 0,17 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 2 575 | 5,19 | 527 | 10,97 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 13 461 | −1,25 | 2 755 | 4,20 | ||||
2025-08-11 | 13F | Tidemark, LLC | 348 | 0,00 | 71 | 5,97 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 100 | 0,00 | 21 | 5,26 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 14 142 | −4,48 | 2 894 | 0,77 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 15 520 | 0,84 | 3 176 | 6,40 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 32 083 | −2,68 | 6 567 | 2,67 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 115 669 | 1,69 | 23 674 | 7,29 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 38 799 | 0,76 | 7 941 | 6,32 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 472 | 2,06 | 506 | 7,68 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 3 870 | 0,00 | 792 | 5,60 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 10 379 | 0,33 | 2 124 | 5,88 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 58 967 | 11,53 | 12 151 | 18,69 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 1 241 | −4,61 | 254 | 0,40 | ||||
2025-07-10 | 13F | Trust Point Inc. | 1 185 403 | 0,51 | 242 616 | 6,04 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 40 568 | −63,66 | 8 303 | −61,66 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 4 190 | −0,05 | 858 | 5,41 | ||||
2025-07-25 | 13F | Cwm, Llc | 100 926 | −5,88 | 21 | 0,00 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 4 679 | 0,00 | 958 | 5,51 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 1 990 | 407 | ||||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 600 | 6,67 | 329 | 13,10 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 878 | −21,48 | 2 498 | −22,20 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 12 736 | −0,04 | 2 607 | 5,46 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 4 865 | −3,13 | 996 | −2,45 | ||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 3 034 | 0,00 | 621 | 5,61 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Santori & Peters, Inc. | 2 145 | 0,00 | 439 | 5,29 | ||||
2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 137 417 | 5,52 | 27 199 | 2,82 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 89 755 | 0,55 | 18 370 | 6,09 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 60 930 | 2,45 | 12 470 | 8,11 | ||||
2025-07-28 | 13F | Capital Management Corp /va | 1 100 | −75,00 | 225 | −73,62 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 1 000 | 0,00 | 205 | 5,70 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 124 092 | 0,97 | 25 398 | 6,53 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 11 104 | −3,78 | 2 273 | 1,52 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 1 950 | 0,15 | 378 | −3,82 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 76 325 | 17,44 | 15 627 | 23,96 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 1 939 | 0,00 | 0 | |||||
2025-07-07 | 13F | Investors Research Corp | 309 | 0,00 | 63 | 6,78 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 62 819 | 1,20 | 12 857 | 6,77 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6 509 697 | 3,57 | 1 332 339 | 9,27 | ||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 17 271 | 1,85 | 3 535 | 2,61 | ||||
2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 7 722 | 31,19 | 1 580 | 38,48 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 3 356 | 0,00 | 1 | |||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 28 177 | 0,65 | 5 767 | 6,19 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 1 785 | 0,00 | 365 | 5,49 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 2 501 | −7,06 | 512 | −2,11 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 98 217 | 2,60 | 20 102 | 8,25 | ||||
2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8 254 | 6,45 | 1 689 | 12,30 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 37 941 | 0,02 | 7 765 | 5,53 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 1 395 | 8,64 | 286 | 14,46 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 2 237 | −6,56 | 458 | −1,51 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 1 927 | −11,24 | 394 | −6,41 | ||||
2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 395 581 | 27,31 | 284 575 | 35,23 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 034 | 5,92 | 1 235 | 11,67 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 107 | 0,00 | 22 | 5,00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 750 677 | 102,77 | 358 334 | 113,95 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 1 430 | 0,00 | 293 | 5,42 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 3 586 | 22,01 | 737 | 29,30 | ||||
2025-08-12 | 13F | Cooper/haims Advisors, Llc | 6 086 | 0,00 | 1 246 | 5,51 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 13 006 | 5,39 | 2 661 | 11,15 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 14 105 | 229,94 | 2 905 | 269,59 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 11 152 | −15,21 | 2 282 | −10,54 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 78 564 | −0,86 | 16 080 | 4,59 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 34 854 | 0,93 | 7 133 | 6,49 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 6 122 | 15,57 | 1 253 | 21,91 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 1 141 | 1,24 | 234 | 6,88 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 4 627 | 9,88 | 947 | 16,05 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 4 024 | 0,00 | 1 | |||||
2025-07-24 | 13F | Papp L Roy & Associates | 16 878 | −0,05 | 3 455 | 5,47 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 96 454 | 2,81 | 19 741 | 8,47 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 8 154 | 6,02 | 1 669 | 11,87 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 4 808 | 0,00 | 933 | −0,96 | ||||
2025-07-09 | 13F | Berkshire Bank | 16 265 | 51,19 | 3 329 | 59,54 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 15 175 | 4,10 | 3 106 | 9,83 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 762 | −10,35 | 157 | −1,27 | ||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 1 906 | 0,00 | 390 | 5,69 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 2 813 | −9,38 | 576 | −4,49 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 1 709 | 0,00 | 350 | 5,44 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 3 415 | 0,00 | 699 | 5,44 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 4 888 | 5,71 | 1 000 | 11,48 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 1 695 | 37,14 | 347 | 44,77 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 1 696 | −8,03 | 347 | −2,80 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 3 923 | 0,00 | 803 | 5,39 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 17 801 | −0,08 | 3 643 | 5,41 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 7 440 | −0,67 | 1 524 | 4,81 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 326 402 | 2,92 | 66 805 | 8,58 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 1 695 | 0,00 | 347 | 5,49 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 1 143 | 0,00 | 234 | 5,88 | ||||
2025-08-13 | 13F | Benedict Financial Advisors Inc | 17 077 | −3,81 | 3 495 | 1,48 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Preservation Asset Allocation Portfolio | 145 502 | 0,00 | 29 780 | 5,51 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 7 076 | 0,00 | 1 373 | −0,94 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 35 742 | −2,52 | 7 315 | 2,85 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 2 070 | 0,00 | 424 | 5,49 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 1 624 | 0,00 | 332 | 5,40 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 1 040 | 0,00 | 213 | 5,47 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 1 415 | 0,00 | 290 | 5,47 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 421 | −5,61 | 86 | 0,00 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 5 592 | −5,81 | 1 145 | −0,61 | ||||
2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 25 631 | 0,99 | 5 246 | 6,56 | ||||
2025-07-29 | NP | JLMOX - Multi-Index Lifestyle Moderate Portfolio Class 1 | 65 661 | 8,54 | 12 996 | 5,76 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 57 579 | −0,32 | 11 785 | 5,17 | ||||
2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 55 146 | 3,48 | 11 287 | 9,18 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 53 774 | 0,90 | 11 | 10,00 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 117 | 0,00 | 24 | 4,55 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 9 613 | −2,54 | 1 967 | 2,82 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 9 196 | −28,18 | 1 894 | −23,75 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 30 777 | −1,26 | 6 299 | 4,18 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 2 774 | 0,00 | 568 | 5,39 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 24 518 | 2,75 | 5 018 | 8,43 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 11 397 | 3,72 | 2 333 | 9,43 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 190 | −4,04 | 39 | 0,00 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2 269 | −0,18 | 464 | 5,45 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 40 | 3 900,00 | 8 | |||||
2025-08-06 | 13F | Eukles Asset Management | 314 | 0,00 | 64 | 6,67 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 3 309 | −3,13 | 680 | 2,72 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 32 767 | −50,68 | 6 707 | −47,96 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 3 476 | 0,26 | 711 | 5,80 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 13 596 | −1,01 | 2 783 | 4,43 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 1 541 | 315 | ||||||
2025-07-29 | NP | JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 | 167 899 | 5,11 | 33 232 | 2,42 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 8 628 | 2,37 | 1 766 | 8,02 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1 616 | −2,24 | 331 | 3,13 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 274 | 0,00 | 56 | 5,66 | ||||
2025-07-07 | 13F | RDA Financial Network | 6 266 | 2,47 | 1 282 | 8,09 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-24 | 13F | PayPay Securities Corp | 42 | 2,44 | 9 | 0,00 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 1 000 | 205 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 27 019 | 10,04 | 5 530 | 16,08 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 1 118 | 0,00 | 229 | 5,56 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 4 442 | 909 | ||||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 22 746 | −2,15 | 4 746 | 7,38 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 995 | 204 | ||||||
2025-07-29 | 13F | Flagstone Financial Management | 4 108 | 0,00 | 841 | 5,53 | ||||
2025-08-11 | 13F | Citigroup Inc | 182 691 | 3,46 | 37 391 | 9,15 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Family Management Corp | 97 401 | −0,93 | 19 935 | 4,52 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 562 | 0,54 | 1 138 | 6,06 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 78 064 | −5,03 | 15 977 | 0,19 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 44 122 | 23,88 | 8 733 | 20,70 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 5 434 | 15,05 | 1 112 | 21,40 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 2 614 | −0,95 | 535 | 4,50 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 40 085 | −5,14 | 8 204 | 0,09 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 6 909 | 0,14 | 1 414 | 5,68 | ||||
2025-04-23 | 13F | Spectrum Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | InvesTrust | 2 163 | 0,00 | 443 | 5,49 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 2 114 | 0,00 | 433 | 5,37 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 19 236 | −0,10 | 3 937 | 5,41 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 2 818 | 1,99 | 577 | 7,66 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 58 322 | 11,07 | 11 937 | 17,19 | ||||
2025-05-14 | 13F | 1832 Asset Management L.P. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 8 872 | 0,27 | 1 827 | 18,88 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 15 897 | 6,91 | 3 254 | 12,79 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 78 098 | 48,10 | 15 984 | 56,54 | ||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 175 | 0,00 | 36 | 6,06 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 15 259 | −2,86 | 3 143 | 3,15 | ||||
2025-08-08 | 13F | First Western Trust Bank | 2 507 | 0,00 | 513 | 5,56 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 3 784 | −0,92 | 775 | 4,59 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 33 115 | 2,54 | 6 778 | 8,19 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 87 041 | −1,77 | 17 815 | 3,64 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 28 641 | 3,27 | 5 862 | 8,96 | ||||
2025-08-06 | 13F | O'Brien Greene & Co. Inc | 2 767 | 0,00 | 566 | 5,60 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11 451 | −57,91 | 2 344 | −55,60 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 14 685 | 203,28 | 3 006 | 220,02 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 22 636 | −10,00 | 4 633 | −5,04 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Watchman Group, Inc. | 1 183 | 0,00 | 242 | 5,68 | ||||
2025-07-29 | 13F | Cidel Asset Management Inc | 31 355 | 0,00 | 6 417 | 5,51 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 8 934 | −30,63 | 1 829 | −26,82 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 98 293 | 2,69 | 20 118 | 8,34 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 25 405 | −2,28 | 5 200 | 3,09 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 32 297 | −1,09 | 6 610 | 4,36 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 478 914 | 4,63 | 307 333 | 12,08 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 4 719 | 0,15 | 966 | 5,58 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 7 272 | 79,16 | 1 488 | 89,07 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 6 148 | −9,33 | 1 258 | −4,33 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 21 292 | 0,00 | 4 358 | 5,50 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 4 771 | −3,98 | 976 | 1,24 | ||||
2025-08-06 | 13F | Smart Money Group LLC | 1 883 | −34,39 | 385 | −30,76 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38 351 | 6,33 | 7 849 | 12,19 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 1 728 | 0,00 | 355 | 9,57 | ||||
2025-07-17 | 13F | Greenleaf Trust | 3 823 | −1,16 | 782 | 4,27 | ||||
2025-07-11 | 13F | Diversified Trust Co | 166 517 | 2,77 | 34 081 | 8,43 | ||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 11 640 | −0,46 | 2 382 | 5,03 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 2 510 | −1,34 | 514 | 4,06 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 95 069 | 1,35 | 19 458 | 6,93 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 1 223 | 15,60 | 250 | 21,95 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 1 231 457 | 1,92 | 253 115 | 7,99 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 10 | 0,00 | 2 | 100,00 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 4 554 | 8,56 | 932 | 14,64 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 2 589 | −3,90 | 530 | 1,34 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 24 379 | 38,33 | 4 990 | 45,96 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 1 848 | 0,00 | 378 | 5,59 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 5 471 | 21,01 | 1 120 | 27,59 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 18 350 | 0,11 | 3 813 | 18,45 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 1 849 | −4,64 | 378 | 0,53 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 1 735 | 355 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 64 493 | 5,89 | 13 200 | 11,71 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 3 741 | −8,49 | 766 | −3,53 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3 461 | 18,57 | 708 | 25,09 | ||||
2025-08-08 | 13F | Allianz Se | 124 | 0,00 | 25 | 4,17 | ||||
2025-08-05 | 13F | Uniting Wealth Partners, LLC | 1 008 | −9,76 | 206 | −4,63 | ||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 27 761 | −0,31 | 5 682 | 5,18 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 455 | 0,00 | 83 | −1,20 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 2 548 | −11,00 | 522 | −6,96 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 39 778 | −4,41 | 8 141 | 0,85 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 3 241 | 6,65 | 663 | 12,56 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 825 | 0,00 | 374 | 5,37 | ||||
2025-08-18 | 13F | Finward Bancorp | 11 356 | 7,74 | 2 324 | 13,70 | ||||
2025-07-15 | 13F | Well Done, LLC | 7 002 | 19,94 | 1 433 | 25,37 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 60 938 | 1,86 | 12 472 | 7,47 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 466 | 1,23 | 505 | 7,01 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 3 697 | −7,25 | 1 | −100,00 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 18 521 | −0,38 | 3 791 | 5,10 | ||||
2025-07-23 | 13F | Raub Brock Capital Management LP | 4 476 | −9,87 | 916 | −4,88 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 23 195 | 0,39 | 4 747 | 5,91 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 34 099 | 228,57 | 6 979 | 255,84 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 13 930 | 5,77 | 2 851 | 11,63 | ||||
2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 1 389 | 0,00 | 284 | 5,58 | ||||
2025-04-08 | 13F | Avenue 1 Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Hara Capital LLC | 244 | 0,00 | 50 | 4,26 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 1 501 | 0,00 | 307 | 5,50 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 1 208 | 0,00 | 234 | −0,85 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 3 440 | 10,79 | 704 | 11,75 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 89 412 | 1,06 | 18 | 5,88 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 42 383 | 7,16 | 8 675 | 13,06 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 2 398 | 30,75 | 491 | 38,03 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 5 710 | −1,14 | 1 091 | −3,63 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 2 996 | 0,00 | 613 | 5,51 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 1 824 | 0,00 | 373 | 5,67 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 209 | 12,97 | 43 | 20,00 | ||||
2025-07-17 | 13F | Altus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 585 | −0,33 | 2 985 | 5,18 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 108 281 | −5,76 | 22 162 | −0,57 | ||||
2025-08-13 | 13F | Federated Hermes, Inc. | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Stillwater Wealth Management Group | 1 269 | 20,28 | 246 | 19,42 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 124 153 | −1,16 | 25 410 | 4,28 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 446 | 0,00 | 296 | 5,36 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 2 786 | −18,01 | 570 | −13,51 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 846 | −5,62 | 378 | −0,53 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 4 782 | −0,95 | 979 | 4,49 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 9 080 | 0,00 | 1 798 | 0,00 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 1 426 | 0,00 | 292 | 5,43 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 75 188 | 0,90 | 15 391 | 6,46 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 102 698 | 0,97 | 21 019 | 6,53 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 102 652 | 119,71 | 21 010 | 131,81 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 27 564 | 2,67 | 5 642 | 8,33 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 996 | 204 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 95 438 | 0,33 | 19 617 | 6,31 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1 177 | 4,53 | 241 | 10,09 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 54 313 | 2,06 | 11 185 | 18,69 | ||||
2025-08-13 | 13F | Finer Wealth Management, Inc. | 2 000 | 0,00 | 409 | 5,68 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 31 256 | −0,13 | 6 063 | −1,06 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 1 651 | 0,00 | 338 | 5,31 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 2 638 | 117,48 | 540 | 129,36 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 13 410 | −3,87 | 2 745 | 1,40 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Prodigy Asset Management LLC | 168 352 | 7,20 | 34 457 | 13,10 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 147 | −2,13 | 238 | 4,41 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 73 727 | 0,17 | 15 090 | 5,69 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 3 201 | 0,00 | 658 | 5,96 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 54 638 | 3,02 | 11 | 10,00 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 2 482 | 0,00 | 508 | 5,41 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 83 780 | 131,48 | 17 458 | 153,64 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 1 442 | 0,00 | 295 | 5,73 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 36 550 | −0,49 | 7 481 | 5,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 102 484 | 35,15 | 20 976 | 42,60 | ||||
2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1 231 457 | 1,92 | 252 042 | 7,53 | ||||
2025-07-31 | 13F | Graybill Bartz & Assoc Ltd | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | MKT Advisors LLC | 10 846 | −2,94 | 2 235 | 13,86 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 4 828 | −1,05 | 988 | 4,44 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 4 310 | −23,68 | 836 | −24,34 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 114 631 | 1,19 | 23 462 | 6,76 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 19 266 | −0,22 | 3 943 | 5,29 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 1 501 | 0,00 | 307 | 5,50 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 2 343 | 0,00 | 480 | 5,51 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 19 280 | −0,14 | 3 946 | 9,58 | ||||
2025-08-08 | 13F | Independence Financial Advisors, LLC | 4 120 | 5,05 | 843 | 10,92 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 2 133 | −0,28 | 437 | 5,31 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 3 714 | −3,31 | 760 | 2,01 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 19 221 | −25,74 | 3 729 | −26,44 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 17 832 | −2,78 | 3 650 | 2,56 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 1 214 | −12,91 | 248 | −8,15 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 115 425 | −2,13 | 23 724 | 3,69 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 515 | −0,96 | 105 | 5,00 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 1 129 | 0,00 | 231 | 5,48 | ||||
2025-08-14 | 13F | STAR Financial Bank | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 130 | −29,73 | 1 050 | −25,85 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 1 791 | 0,00 | 367 | 5,48 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 86 213 | −1,60 | 17 645 | 3,82 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 9 442 | 30,92 | 1 932 | 38,20 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 3 768 | −53,35 | 771 | −50,80 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 3 583 | 0,00 | 733 | 5,47 | ||||
2025-07-29 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 11 476 | 2,49 | 2 271 | −0,13 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 148 913 | 4,48 | 30 478 | 10,24 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 19 930 | 454,54 | 4 079 | 485,22 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 58 122 | −0,10 | 11 896 | 5,41 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 11 492 | 0,62 | 2 352 | 6,14 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 504 | −5,23 | 2 354 | 0,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 257 900 | −31,46 | 52 784 | −27,69 | |||
2025-07-16 | 13F | Wealth Group Ltd | 3 621 | −5,75 | 741 | −0,54 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 64 700 | 30,97 | 13 242 | 38,18 | |||
2025-08-12 | 13F | OneAscent Financial Services LLC | 26 115 | −49,25 | 5 | −44,44 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 707 | 145 | ||||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 175 | 0,00 | 36 | 6,06 | ||||
2025-04-22 | 13F | Shum Financial Group, Inc. | 1 657 | 2,41 | 321 | 1,58 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 132 545 | 1,93 | 27 128 | 7,54 | ||||
2025-07-02 | 13F | Capital Market Strategies LLC | 2 500 | −3,85 | 512 | 1,39 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 3 238 | 0,00 | 663 | 5,41 | ||||
2025-08-14 | 13F | Caerus Investment Advisors, LLC | 1 320 | 0,00 | 270 | 5,47 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 3 619 | −4,46 | 741 | 0,82 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 3 705 | −9,50 | 759 | −4,53 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 7 928 | 14,87 | 1 623 | 21,23 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 15 443 | −7,73 | 3 174 | −2,22 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 2 757 | −1,64 | 564 | 3,87 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 64 413 | −2,32 | 13 183 | 3,06 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 999 945 | 14,95 | 204 659 | 21,28 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 313 | 0,00 | 64 | 6,67 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 65 161 | −0,59 | 13 337 | 4,88 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 2 955 | 0,00 | 605 | 5,41 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 7 559 | −1,34 | 1 547 | 4,10 | ||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 47 259 | −1,45 | 9 672 | 3,98 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 3 101 | 1,77 | 635 | 7,28 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 1 321 | 13,00 | 270 | 19,47 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 4 664 | 8,87 | 905 | 4,63 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 31 469 | 4,05 | 6 441 | 9,77 | ||||
2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 47 240 | 27,62 | 9 669 | 34,65 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 247 352 | −3,71 | 50 626 | 1,59 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 1 496 | 0,00 | 306 | 5,52 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 11 558 | −0,69 | 2 365 | 4,79 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 5 959 | 13,10 | 1 220 | 19,28 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 40 834 | 2 771,59 | 8 358 | 2 938,91 | ||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 3 169 | 5,32 | 649 | 11,15 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 92 | 0,00 | 19 | 5,88 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 28 047 | 1,08 | 5 740 | 6,65 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 2 030 | −0,64 | 415 | 4,80 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 10 225 | 0,00 | 2 093 | 5,50 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 299 135 | 2,17 | 61 224 | 7,80 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 39 710 | 1,32 | 8 128 | 6,91 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 473 | 0,00 | 97 | 5,49 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 1 524 | 0,00 | 312 | 5,42 | ||||
2025-07-18 | 13F | Truist Financial Corp | 863 502 | −3,99 | 176 733 | 1,30 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 2 234 | −19,03 | 457 | −14,58 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 204 139 | −0,13 | 41 714 | 5,33 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 39 391 | 8,75 | 7 797 | 5,97 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 3 487 | 0,00 | 714 | 5,47 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 1 030 | −12,71 | 211 | −7,89 | ||||
2025-07-15 | 13F | Am Investment Strategies Llc | 3 943 | 0,00 | 1 | |||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 4 136 | 0,02 | 847 | 5,49 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 218 291 | 5,95 | 44 678 | 11,78 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 5 831 | 1 193 | ||||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 1 824 | 12,32 | 373 | 18,41 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 2 471 | −34,47 | 1 | |||||
2025-07-15 | 13F | Main Street Group, LTD | 1 538 | 7,78 | 315 | 13,77 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 24 717 | 6,81 | 5 059 | 12,68 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 2 155 | 0,00 | 441 | 5,50 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 1 350 | −1,53 | 276 | 4,15 | ||||
2025-07-16 | 13F | LS Investment Advisors, LLC | 59 897 | −2,83 | 12 259 | 2,53 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 8 910 | 66,14 | 1 824 | 75,29 | ||||
2025-07-29 | 13F | Regions Financial Corp | 10 660 | −1,75 | 2 182 | 3,66 | ||||
2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 742 528 | −0,04 | 151 973 | 5,47 | ||||
2025-07-28 | 13F | Callahan Advisors, LLC | 1 138 | 233 | ||||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 1 226 | −12,05 | 251 | −7,41 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 15 994 | 0,47 | 3 274 | 5,99 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 941 | 5,21 | 1 421 | 11,02 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 2 969 | −93,77 | 608 | −93,44 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 2 | 0,00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 354 | 0,17 | 1 316 | 6,99 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 271 636 | −15,74 | 55 596 | −11,10 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 56 302 | 8,89 | 11 523 | 14,89 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 41 | 0,00 | 8 | 14,29 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 24 659 | 0,31 | 5 047 | 5,83 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 120 | 15,23 | 229 | 21,81 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 7 282 | 0,00 | 1 490 | 5,52 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 23 772 | 38,79 | 4 886 | 47,08 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 7 254 | 0,42 | 1 485 | 5,92 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 20 619 | −9,39 | 4 220 | −5,30 | ||||
2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 3 401 | −8,89 | 696 | −3,87 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 5 069 | 33,75 | 1 037 | 41,09 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 160 228 | 13,20 | 32 794 | 19,43 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 4 268 | −2,29 | 874 | 3,07 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 130 814 | 1,94 | 26 774 | 7,55 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 43 645 | −1,64 | 8 933 | 3,78 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 7 075 | 12,30 | 1 448 | 18,49 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 1 819 | 0,00 | 372 | 5,68 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 1 623 | 332 | ||||||
2025-04-17 | 13F | Montecito Bank & Trust | 15 885 | −11,36 | 3 082 | −12,20 | ||||
2025-07-14 | 13F | Whitener Capital Management, Inc. | 1 655 | 7,82 | 339 | 13,80 | ||||
2025-08-13 | 13F | JT Stratford LLC | 124 045 | 14,94 | 25 388 | 21,26 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 18 511 | 5,92 | 3 871 | 14,19 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 1 416 | 0,00 | 290 | 5,47 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 194 291 | −1,17 | 39 766 | 4,27 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 23 886 | 0,00 | 5 | 0,00 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 3 194 | 654 | ||||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Dagco, Inc. | 50 810 | 8,65 | 10 399 | 14,64 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 3 497 | 0,20 | 1 | |||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 3 162 | −4,47 | 647 | 0,78 | ||||
2025-08-13 | 13F | Wealthquest Corp | 3 353 | −4,72 | 686 | 0,59 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 14 424 | −10,33 | 2 952 | −5,38 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 25 497 | −1,92 | 5 218 | 3,47 | ||||
2025-04-11 | 13F | Adamsbrown Wealth Consultants Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 25 328 | −4,38 | 5 184 | 0,88 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1 409 | 0,00 | 288 | 5,49 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 4 689 | −17,58 | 960 | −13,06 | ||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 13 683 | −2,01 | 2 800 | 3,40 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 73 900 | −23,42 | 15 125 | −19,20 | |||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 237 140 | 38,97 | 48 535 | 46,63 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 108 578 | 1 076,23 | 22 223 | 1 141,45 | ||||
2025-08-14 | 13F | Bienville Capital Management, LLC | 7 548 | −8,15 | 1 552 | −2,70 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 39 400 | −7,08 | 8 064 | −1,97 | |||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 48 448 | 14,23 | 9 916 | 20,52 | ||||
2025-07-29 | 13F | Northeast Investment Management | 127 523 | −1,08 | 26 100 | 4,37 | ||||
2025-07-30 | 13F | Durante & Waters, Llc | 10 681 | 0,00 | 2 186 | 5,50 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 43 270 | 2,60 | 8 856 | 8,25 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 407 483 | −1,40 | 288 069 | 4,03 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 2 225 | 0,00 | 455 | 5,57 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 13 569 | 7,26 | 2 777 | 13,21 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 3 323 | 0,00 | 680 | 5,59 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 9 588 | −2,49 | 1 962 | 2,88 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 5 364 287 | 0,65 | 1 097 908 | 6,20 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 354 | 22,07 | 72 | 28,57 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 70 963 | 1,73 | 14 524 | 7,32 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 7 226 | −94,34 | 1 479 | −94,03 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 171 | 1,21 | 243 | 8,48 | ||||
2025-07-15 | 13F | Bfsg, Llc | 4 103 | −1,20 | 840 | 4,22 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 3 286 | −50,53 | 673 | −47,83 | ||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 1 926 | 0,00 | 394 | 5,63 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 644 | 0,00 | 541 | 5,66 | ||||
2025-08-11 | 13F | Lcnb Corp | 1 248 | 255 | ||||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 4 866 | −18,71 | 996 | −14,30 | ||||
2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 4 288 | −1,15 | 878 | 4,28 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | BOS Asset Management, LLC | 8 773 | 0,32 | 1 796 | 5,84 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 627 | 0,00 | 128 | 5,79 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 7 454 | −26,02 | 1 526 | −21,95 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 17 428 | −1,63 | 3 567 | 118 766,67 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 3 348 | −1,62 | 690 | 4,08 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 5 285 | 1 082 | ||||||
2025-07-30 | 13F | CORDA Investment Management, LLC. | 20 326 | −1,74 | 4 160 | 3,69 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 3 192 | 0,00 | 653 | 5,49 | ||||
2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 1 187 | 0,00 | 243 | 5,22 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 1 010 | −27,34 | 207 | −23,42 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 35 301 | −2,70 | 7 225 | 2,66 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 44 195 | 5,29 | 9 | 12,50 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 5 629 | 0,00 | 1 152 | 5,50 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 1 150 | 0,00 | 235 | 5,38 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 7 326 | 9,80 | 1 499 | 15,84 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 59 835 | 0,61 | 12 247 | 6,15 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 8 715 | 0,00 | 1 784 | 5,50 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 114 183 | −1,05 | 23 | 4,55 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 5 300 | 0,00 | 1 085 | 5,45 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 3 599 | 0,00 | 737 | 5,44 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 557 | 0,00 | 114 | 5,56 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 8 341 | 0,20 | 1 714 | 6,20 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 3 278 | 0,00 | 671 | 5,51 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 737 | 9,35 | 151 | 15,38 | ||||
2025-07-22 | 13F | Iowa State Bank | 1 239 | 0,00 | 254 | 5,42 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 7 049 | 2,79 | 1 443 | 8,42 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 8 421 | 12,34 | 1 723 | 18,50 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 35 | 7 | ||||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 1 407 | 0,00 | 288 | 5,51 | ||||
2025-07-29 | 13F | Tide Cove Capital Partners LLC | 38 986 | 1,37 | 8 135 | 9,05 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 97 | 19 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 185 | −3,14 | 38 | 0,00 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 1 810 | 0,00 | 370 | 5,41 | ||||
2025-07-23 | 13F | Dempze Nancy E | 6 231 | 0,00 | 1 275 | 5,55 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 34 604 | −0,27 | 7 082 | 5,23 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 7 942 | −6,41 | 1 625 | −1,34 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 2 803 | 32,84 | 574 | 40,10 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 1 307 | 268 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 226 531 | −0,52 | 46 364 | 4,96 | ||||
2025-07-09 | 13F | Beacon Financial Group | 39 231 | −6,63 | 8 029 | −1,48 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 3 110 | 0,00 | 637 | 5,47 | ||||
2025-04-24 | 13F | Park Place Capital Corp | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 86 281 | −1,54 | 17 659 | 3,88 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 8 099 | −6,73 | 1 658 | −1,60 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 61 920 | −0,66 | 12 675 | 4,82 | ||||
2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 2 196 | −1,13 | 449 | 4,42 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 5 052 | 0,00 | 1 034 | 5,52 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 18 235 | −3,61 | 3 732 | 1,72 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 1 598 | 327 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 107 971 | −7,12 | 22 098 | −2,00 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 9 688 | −0,28 | 1 983 | 5,20 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 6 449 | −7,12 | 1 320 | −2,01 | ||||
2025-08-05 | 13F | Tsfg, Llc | 5 680 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 15 586 | 0,44 | 3 190 | 5,95 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 5 153 | −4,61 | 1 055 | 0,67 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 19 260 | 3 942 | ||||||
2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 74 774 | 17,70 | 14 800 | 14,69 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 6 290 | 0,00 | 1 287 | 5,49 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 25 103 | 2,66 | 5 160 | 8,77 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 880 | 0,00 | 0 | |||||
2025-08-12 | 13F | Gitterman Wealth Management, LLC | 245 | 50 | ||||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 11 196 | 24,84 | 2 292 | 31,74 | ||||
2025-07-16 | 13F | Old Port Advisors | 1 217 | −2,25 | 249 | 3,32 | ||||
2025-08-06 | 13F | Simmons Bank | 5 376 | −21,58 | 1 100 | −17,23 | ||||
2025-08-13 | 13F | Rinkey Investments | 1 030 | −16,26 | 211 | −11,76 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 1 977 | −7,27 | 402 | −2,66 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 23 092 | 1,11 | 4 726 | 6,68 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 51 | 10,87 | 11 | 25,00 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 1 924 | 0,00 | 394 | 5,36 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 11 938 | −17,28 | 2 444 | −12,71 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 3 937 | −0,58 | 811 | 5,60 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 4 946 | 0,82 | 1 012 | 6,41 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 704 | 0,00 | 553 | 5,53 | ||||
2025-08-13 | 13F | Miramar Capital, LLC | 12 902 | 16,98 | 2 641 | 23,42 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 3 099 | −0,06 | 634 | 5,49 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 5 664 | 2,50 | 1 155 | 9,90 | ||||
2025-04-03 | 13F | Central Pacific Bank - Trust Division | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Wedmont Private Capital | 18 863 | 0,36 | 3 900 | 12,33 | ||||
2025-07-10 | 13F | Vista Investment Partners Llc | 1 365 | 5,65 | 279 | 11,60 | ||||
2025-08-12 | 13F | Farmers National Bank | 2 862 | −0,14 | 586 | 5,41 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 39 676 | 98,93 | 8 120 | 109,87 | ||||
2025-04-25 | 13F | J.Safra Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Hofer & Associates. Inc | 29 036 | 1,61 | 5 943 | 7,20 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 2 078 | 100,00 | 425 | 111,44 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 11 780 | 23,45 | 2 | 100,00 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 30 987 | −4,17 | 6 342 | 1,12 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 2 200 | 0,00 | 450 | 5,63 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 5 215 607 | −2,50 | 1 067 477 | 3,91 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 50 555 | 222,15 | 10 391 | 241,36 | ||||
2025-05-09 | 13F | Delta Asset Management Llc/tn | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vident Advisory, LLC | 7 425 | −7,70 | 1 520 | −2,63 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 4 402 | −2,72 | 901 | 2,62 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 100 | 0,00 | 20 | 5,26 | ||||
2025-08-05 | 13F | KDT Advisors, LLC | 9 940 | 0,00 | 2 034 | 5,50 | ||||
2025-08-06 | 13F | Aspetuck Financial Management LLC | 15 736 | −2,51 | 3 221 | 2,84 | ||||
2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 72 750 | −0,31 | 14 890 | 5,18 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1 226 | 0,00 | 251 | 5,49 | ||||
2025-08-01 | 13F | Bolthouse Investments, LLC | 3 846 | 0,00 | 787 | 5,50 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 5 105 | 0,02 | 990 | |||||
2025-07-18 | 13F | Vigilare Wealth Management | 26 008 | −38,38 | 5 323 | −34,99 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 706 385 | 4,91 | 145 191 | 11,15 | ||||
2025-07-14 | 13F | Buttonwood Financial Group, LLC | 1 999 | 413 | ||||||
2025-08-14 | 13F | Essential Planning, LLC. | 3 126 | 0,00 | 640 | 5,45 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 4 899 | −17,48 | 950 | −18,24 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3 116 | 10,42 | 638 | 16,45 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 3 459 | 0,00 | 1 | |||||
2025-07-16 | 13F | Ipswich Investment Management Co., Inc. | 1 521 | 0,00 | 311 | 5,42 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 9 170 | −7,75 | 1 877 | −2,70 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 11 007 | −14,66 | 2 | 0,00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 41 | 0,00 | 8 | 0,00 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Botty Investors LLC | 1 043 | 0,00 | 214 | 5,94 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 2 980 | −12,53 | 610 | −7,73 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 271 783 | 1,50 | 55 626 | 7,09 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 4 125 | −50,38 | 844 | −47,64 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 231 | −0,08 | 255 | 12,33 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 44 941 | 2,07 | 9 198 | 13,63 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 2 911 | 596 | ||||||
2025-07-07 | 13F | Horizons Wealth Management | 222 | 0,00 | 45 | 4,65 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 42 670 | 14,36 | 8 733 | 20,65 | ||||
2025-07-07 | 13F | Trust Co | 2 286 | −44,12 | 468 | −41,11 | ||||
2025-04-30 | 13F | Linden Thomas Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Collective Family Office Llc | 10 673 | 0,01 | 2 185 | 5,51 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 54 | 0,00 | 11 | 10,00 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 23 574 | −3,07 | 4 825 | 2,25 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 3 394 | −0,03 | 695 | 5,47 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 16 459 | −0,03 | 3 369 | 5,48 | ||||
2025-08-14 | 13F | Palo Alto Wealth Advisors, Llc | 4 205 | 6,78 | 864 | 11,77 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 79 512 | 36,99 | 16 274 | 44,53 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 1 609 | 0,00 | 329 | 5,45 | ||||
2025-07-29 | 13F | Citizens Business Bank | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Gwn Securities Inc. | 11 072 | −56,80 | 2 282 | −54,22 | ||||
2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 1 271 | 0,00 | 260 | 5,69 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 854 | 59,03 | 175 | 67,31 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 15 823 | −3,06 | 3 238 | 2,27 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 9 855 | −1,15 | 2 017 | 4,29 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Hendershot Investments Inc. | 1 479 | 1,02 | 303 | 6,34 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10 878 | −9,55 | 2 227 | −4,59 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 2 428 | 1,38 | 497 | 7,11 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 114 | 0,26 | 2 516 | 13,70 | ||||
2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 26 168 | 7,16 | 5 179 | 4,42 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 8 570 | −75,72 | 1 754 | −74,38 | ||||
2025-08-14 | 13F/A | Barclays Plc | 7 880 | 92,20 | 2 | |||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 2 954 | 7,65 | 604 | 13,53 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 16 750 | −5,31 | 3 | 0,00 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 8 263 | −0,07 | 1 691 | 5,42 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 093 | 4,10 | 224 | 9,85 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 2 769 | 4,53 | 567 | 10,33 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 2 091 | −2,43 | 428 | 2,89 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 5 178 | 0,00 | 1 060 | 5,48 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 49 285 | 20,96 | 10 087 | 27,62 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 241 | −5,94 | 7 417 | −0,76 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 331 192 | −10,38 | 67 796 | −5,43 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F/A | Atlanta Consulting Group Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Alteri Wealth LLC | 3 134 | 0,00 | 641 | 5,60 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 3 875 480 | 3,64 | 793 195 | 9,34 | ||||
2025-08-06 | 13F | Waverton Investment Management Ltd | 1 161 | 0,00 | 238 | 5,33 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 1 627 | 0,00 | 333 | 5,71 | ||||
2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 4 058 | −15,37 | 831 | −11,61 | ||||
2025-08-15 | 13F | Morgan Stanley | 12 674 587 | 1,15 | 2 594 108 | 6,72 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 1 826 | −3,08 | 374 | 2,19 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 14 638 | 4,54 | 2 996 | 10,27 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 37 622 | 16,32 | 7 700 | 22,73 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 5 297 | 3,82 | 1 084 | 9,61 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 5 433 | 9,29 | 1 112 | 15,25 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 2 478 | 0,00 | 507 | 5,63 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 21 172 | 0,19 | 4 333 | 5,71 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 9 143 | −3,34 | 1 871 | 2,02 | ||||
2025-04-10 | 13F | Nixon Peabody Trust Co | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Choate Investment Advisors | 50 584 | 2,29 | 10 353 | 7,92 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 786 | 0,00 | 0 | |||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 22 754 | −7,22 | 4 414 | −8,08 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 182 497 | 2,35 | 37 351 | 7,99 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 2 548 | 0,00 | 521 | 5,47 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 1 834 | 0,00 | 375 | 5,63 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 5 973 | 4,28 | 1 222 | 16,60 | ||||
2025-08-14 | 13F | Destination Wealth Management | 2 940 | −5,07 | 602 | 0,17 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 10 426 | −2,72 | 2 134 | 2,60 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 85 404 | 5,81 | 17 551 | 12,08 | ||||
2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 78 051 | 0,00 | 15 141 | 0,00 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Apexium Financial, Lp | 14 301 | −15,66 | 2 939 | −10,64 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 5 985 | 0,00 | 1 225 | 5,43 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 77 872 | 0,75 | 15 938 | 6,30 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-04-08 | 13F | Retirement Wealth Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 10 094 | −1,34 | 2 066 | 4,08 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3 696 | 1,51 | 760 | 7,51 | ||||
2025-08-12 | 13F | Accordant Advisory Group Inc | 1 013 | 0,00 | 207 | 5,61 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 20 479 | −0,12 | 4 191 | 5,38 | ||||
2025-07-30 | 13F | Demars Financial Group, LLC | 1 812 | −99,48 | 371 | 36 900,00 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 4 920 | −7,38 | 1 007 | −2,33 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 586 | 0,00 | 120 | 5,31 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 448 160 | −8,96 | 91 725 | −3,95 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 650 | 134 | ||||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 13 071 | −6,76 | 2 675 | −1,62 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 58 419 | 5,09 | 11 957 | 10,88 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 66 199 | 0,00 | 14 | 8,33 | ||||
2025-07-16 | 13F | Tenret Co LLC | 6 040 | 0,00 | 1 236 | 5,55 | ||||
2025-08-14 | 13F | VPR Management LLC | 52 630 | 0,00 | 10 772 | 5,50 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 1 252 | 0,00 | 256 | 5,79 | ||||
2025-07-18 | 13F | Clarity Financial LLC | 2 167 | −10,71 | 444 | −5,74 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 273 264 | 2,54 | 260 599 | 8,19 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 53 | 17,78 | 11 | 25,00 | ||||
2025-07-25 | 13F | Cypress Capital Group | 4 466 | 0,00 | 914 | 5,54 | ||||
2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 110 946 | 0,00 | 22 707 | 5,51 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 3 008 | 0,00 | 577 | −1,03 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 51 218 | 6,12 | 10 483 | 11,96 | ||||
2025-08-14 | 13F | First Manhattan Co | 149 244 | −0,02 | 30 676 | 5,94 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 995 | −9,13 | 204 | −4,25 | ||||
2025-08-11 | 13F | Core Wealth Partners LLC | 1 033 | −4,62 | 211 | 0,48 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 54 145 | 1,28 | 11 082 | 6,87 | ||||
2025-07-29 | 13F | Creekside Partners | 32 855 | −0,96 | 6 725 | 4,49 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 2 958 | −5,37 | 605 | −0,17 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 2 841 | 3,50 | 581 | 9,21 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 4 173 | −0,52 | 854 | 5,04 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 17 320 | 37,31 | 3 545 | 44,83 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 106 093 | 0,18 | 21 856 | 6,39 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 652 | 0,00 | 133 | 5,56 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 22 386 | 1,98 | 4 582 | 7,59 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 6 336 | 0,00 | 1 297 | 5,45 | ||||
2025-08-12 | 13F | Country Trust Bank | 16 | 1 500,00 | 3 | |||||
2025-08-13 | 13F | Philadelphia Trust Co | 22 343 | −2,81 | 5 | 0,00 | ||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 3 652 | 7,63 | 748 | 14,75 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 30 254 | 0,00 | 6 192 | 5,52 | ||||
2025-08-11 | 13F | WPWealth LLP | 1 030 | −0,29 | 211 | 5,00 | ||||
2025-08-26 | 13F | Claris Financial LLC | 5 523 | 4,84 | 1 130 | 9,60 | ||||
2025-08-14 | 13F | Fmr Llc | 403 546 | 5,22 | 82 594 | 11,02 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 21 894 | 32,96 | 4 481 | 40,29 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 3 652 | −27,95 | 747 | −24,01 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 2 048 | −3,85 | 419 | 1,45 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 2 391 | 0,00 | 489 | 5,62 | ||||
2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 79 912 | 3,91 | 16 356 | 9,63 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 3 038 | 0,00 | 622 | 5,43 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 894 | 25,26 | 3 867 | 32,16 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 10 511 | 0,75 | 2 151 | 6,80 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 1 149 | 235 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 894 156 | 12,88 | 183 007 | 19,09 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 5 508 | −0,27 | 1 127 | 5,23 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 44 169 | −5,29 | 9 040 | −0,07 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 6 272 | 0,00 | 1 284 | 5,51 | ||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 3 829 | −10,31 | 1 | |||||
2025-07-17 | 13F | ERn Financial, LLC | 5 717 | −0,44 | 1 170 | 5,12 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 29 245 | −3,12 | 5 986 | 2,22 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 6 | 20,00 | 1 | |||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 7 630 | −1,10 | 1 562 | 4,34 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 1 045 | 217 | ||||||
2025-08-05 | 13F | Next Capital Management LLC | 13 342 | 0,00 | 2 731 | 5,49 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 64 003 | −1,56 | 13 099 | 3,85 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 4 710 | 6,08 | 964 | 11,85 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 13 343 | 0,00 | 2 731 | 5,49 | ||||
2025-08-06 | 13F | Nvwm, Llc | 2 151 | 15,03 | 440 | 21,55 | ||||
2025-04-25 | 13F | Benchmark Financial Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 637 496 | −4,12 | 131 031 | 1,58 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 1 011 | 207 | ||||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 1 006 | 0,00 | 0 | |||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 78 055 | 0,32 | 15 976 | 5,84 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1 141 | 0,00 | 234 | 5,43 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3 518 | −1,21 | 720 | 4,35 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | New World Advisors LLC | 2 090 | 38,96 | 428 | 46,74 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 2 176 | 4,77 | 450 | 12,22 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 12 497 | 14,48 | 2 568 | 21,26 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 6 354 | 0,00 | 1 300 | 5,52 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 44 715 | −0,86 | 9 152 | 5,72 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 187 854 | −3,29 | 38 448 | 2,04 | ||||
2025-08-13 | 13F | Options Solutions, Llc | 1 470 | 0,00 | 301 | 5,26 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 1 732 | 0,00 | 354 | 5,67 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 256 | −64,15 | 0 | |||||
2025-07-09 | 13F | First Bank & Trust | 2 065 | 0,00 | 423 | 5,50 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 5 238 | −1,69 | 1 072 | 3,78 | ||||
2025-04-29 | 13F | Hm Payson & Co | 25 945 | −1,70 | 5 033 | −2,61 | ||||
2025-07-29 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 87 708 | 10,07 | 17 360 | 7,25 | ||||
2025-08-07 | 13F | W Advisors, Llc | 25 909 | 2,74 | 5 303 | 8,40 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 8 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | LM Advisors LLC | 97 238 | 0,46 | 20 | 5,56 | ||||
2025-07-14 | 13F | Arlington Partners LLC | 8 000 | −69,23 | 1 637 | −67,54 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 440 | −10,57 | 90 | −5,26 | ||||
2025-07-22 | 13F | Silver Lake Advisory, LLC | 5 714 | 11,69 | 1 169 | 17,84 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 44 908 | 7,56 | 9 191 | 13,48 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 25 790 | −1,04 | 5 278 | 4,41 | ||||
2025-08-04 | 13F | Spire Wealth Management | 19 213 | −19,44 | 3 932 | −15,00 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 1 561 | 0,52 | 320 | 5,98 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 269 307 | 3,48 | 55 333 | 9,60 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-11 | 13F | Davis Capital Management | 414 | 11,59 | 80 | 11,11 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 1 182 | 0,42 | 245 | 15,09 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 79 110 | 2,11 | 16 191 | 7,73 | ||||
2025-07-08 | 13F | Boltwood Capital Management | 3 457 | −3,22 | 708 | 2,17 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 1 195 | 0,00 | 0 | |||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 3 730 | −7,92 | 763 | −1,29 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 2 871 | −9,09 | 590 | −3,59 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 2 098 | 0,00 | 429 | 5,41 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 4 361 | −0,48 | 893 | 4,94 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 16 872 | −0,18 | 3 453 | 5,34 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 5 631 | 0,55 | 1 152 | 6,08 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 054 | −52,31 | 420 | −49,70 | ||||
2025-08-01 | 13F | Schmidt P J Investment Management Inc | 14 956 | −15,57 | 3 061 | −10,91 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 168 449 | 0,39 | 34 623 | 6,37 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 4 141 | 1,25 | 848 | 6,81 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 5 888 | −39,94 | 1 210 | −36,95 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 2 760 | 91,53 | 565 | 102,15 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 16 625 | −1,53 | 3 403 | 3,94 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 2 510 | 9,94 | 487 | 8,72 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 19 642 | −3,47 | 4 020 | 1,85 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 257 | 259 | ||||||
2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 35 643 | 0,93 | 7 055 | −1,66 | ||||
2025-04-10 | 13F | Chesley Taft & Associates LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2 125 | 50,71 | 435 | 58,97 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 60 567 | −3,30 | 12 396 | 2,02 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 181 417 | −1,20 | 37 131 | 4,24 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 484 | 52,68 | ||||||
2025-08-13 | 13F | Isthmus Partners, Llc | 1 211 | 0,00 | 248 | 5,56 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 19 574 | 4 006 | ||||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 2 752 | 0,00 | 563 | 5,63 | ||||
2025-08-12 | 13F | Integras Partners LLC | 6 968 | −6,12 | 1 426 | −0,90 | ||||
2025-08-12 | 13F | Prudential Financial Inc | 4 068 122 | 2,08 | 832 623 | 7,70 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 3 668 | 0,00 | 751 | 5,49 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 1 641 | −14,49 | 336 | −9,95 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 2 995 | 0,00 | 613 | 5,34 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 6 928 | 146,64 | 1 418 | 160,18 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3 964 | −2,44 | 811 | 2,92 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 14 981 | 7,38 | 3 066 | 13,30 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 3 116 | 0,00 | 638 | 5,46 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 1 439 | 0,00 | 295 | 5,38 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 9 456 | 0,00 | 1 935 | 5,51 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 1 462 | −16,03 | 299 | −11,28 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 11 106 | −0,14 | 2 273 | 5,33 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 96 129 | 8,01 | 19 758 | 14,44 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 19 438 | −0,36 | 3 978 | 5,13 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 42 569 | −5,02 | 8 713 | 0,21 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 16 649 | 3,36 | 3 408 | 10,19 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 1 600 | 0,00 | 329 | 5,81 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 17 762 | −4,95 | 3 635 | 0,28 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 3 001 | 12,14 | 614 | 18,30 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 9 089 642 | 19,55 | 1 860 377 | 26,13 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 201 | 0,00 | 41 | 7,89 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 4 743 | 0,00 | 971 | 5,43 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 547 972 | 4,74 | 316 824 | 10,50 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 2 321 | 8,46 | 481 | 15,90 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 452 | 2,68 | 4 391 | 8,34 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 5 833 | −2,20 | 1 194 | 3,20 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 10 222 | 0,00 | 2 092 | 5,55 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 665 | 0,00 | 341 | 5,26 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 461 610 | 13,26 | 94 546 | 20,61 | ||||
2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 5 954 | 1,48 | 1 219 | 7,03 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 31 528 | −0,16 | 6 594 | 12,24 | ||||
2025-08-06 | 13F | Centerpoint Advisory Group | 25 868 | −0,63 | 5 294 | 4,83 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 600 261 | 122 855 | ||||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 15 832 | −10,46 | 3 240 | −5,54 | ||||
2025-08-06 | 13F | LeClair Wealth Partners LLC | 13 272 | −0,38 | 2 716 | 5,11 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 12 241 | −9,99 | 2 375 | −10,85 | ||||
2025-07-24 | 13F | MA Private Wealth | 4 926 | 0,00 | 1 008 | 5,55 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 2 943 | 0,00 | 602 | 5,61 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 1 261 | 3,36 | 258 | 9,32 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 4 336 | 0,00 | 888 | 5,47 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 2 667 | −1,84 | 546 | 3,42 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 1 385 | 24,44 | 283 | 31,63 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 3 284 | 672 | ||||||
2025-08-07 | 13F | Brio Consultants, LLC | 43 171 | −2,82 | 8 836 | 2,53 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 4 248 | 0,00 | 870 | 5,46 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 3 700 | −0,11 | 757 | 5,43 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 982 | 201 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 6 508 | −0,02 | 1 274 | 0,95 | ||||
2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 13 196 | −6,69 | 2 701 | −1,57 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 979 | 200 | ||||||
2025-08-14 | 13F | First Financial Bankshares Inc | 1 254 | 0,00 | 257 | 5,35 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 11 915 | 24,74 | 2 439 | 31,64 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 6 553 | 0,49 | 1 347 | 6,40 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 331 166 | 3,51 | 67 780 | 9,21 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 16 575 | 23,80 | 3 407 | 31,15 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 1 925 | 5,08 | 394 | 10,70 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 5 465 | 29,41 | 1 118 | 36,51 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 28 813 | −0,36 | 5 897 | 5,13 | ||||
2025-07-31 | 13F | United Community Bank | 195 | 89,32 | 40 | 105,26 | ||||
2025-07-23 | 13F | Optas, LLC | 2 662 | −50,00 | 545 | −47,29 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 45 395 | −1,49 | 9 291 | 3,94 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 7 578 | −3,19 | 1 551 | 2,11 | ||||
2025-08-04 | 13F | Human Investing LLC | 163 236 | 0,38 | 33 417 | 5,93 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 80 | −50,62 | 16 | −48,39 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 1 606 | 0,00 | 329 | 5,47 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 49 008 | 3,74 | 10 030 | 9,45 | ||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 86 144 | −0,16 | 17 660 | 5,51 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 1 763 | −18,46 | 361 | −14,08 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 3 952 | 0,00 | 809 | 5,48 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 62 792 | 3,54 | 12 852 | 9,24 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 41 098 | 1,63 | 8 412 | 7,23 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 71 165 | 4,04 | 14 850 | 17,89 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 4 220 | −12,05 | 864 | −7,20 | ||||
2025-07-09 | 13F | Lake Hills Wealth Management, LLC | 1 622 | 0,00 | 332 | 5,41 | ||||
2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1 463 | 21,71 | 299 | 28,33 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 116 169 | −1,94 | 228 446 | 3,46 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 17 275 | −0,78 | 3 536 | 5,55 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 88 758 | −1,60 | 18 166 | 3,82 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 10 908 | −5,20 | 2 226 | 6,56 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 24 094 | −7,85 | 4 931 | −2,78 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 29 368 | −0,76 | 6 011 | 4,70 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 417 | 22,26 | 290 | 29,46 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 4 546 | 57,74 | 930 | 66,37 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2 367 587 | 2,46 | 484 563 | 8,09 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 191 155 | −1,37 | 39 124 | 4,06 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 11 708 | 3,13 | 2 396 | 8,81 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 16 466 | −0,81 | 3 370 | 4,66 | ||||
2025-08-15 | 13F | Manhattan West Asset Management, LLC | 7 164 | 2,42 | 1 466 | 8,11 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 1 875 | 0,00 | 384 | 5,51 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 104 387 | 0,18 | 21 365 | 5,69 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 115 930 | 21,33 | 23 721 | 28,03 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 60 883 | 5,56 | 12 461 | 11,37 | ||||
2025-08-05 | 13F | Aurdan Capital Management, LLC | 133 018 | 21,33 | 27 225 | 28,00 | ||||
2025-08-12 | 13F | Atlantic Family Wealth, Llc | 2 120 | −0,47 | 434 | 4,84 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 26 231 | 16,11 | 5 369 | 22,50 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 14 560 | 2,59 | 3 | 0,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 992 420 | −0,96 | 612 | 4,44 | ||||
2025-05-15 | 13F | Sonoma Private Wealth LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Caldwell Securities, Inc | 14 183 | 8,14 | 2 903 | 14,07 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 186 | −2,62 | 36 | −2,70 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 328 | 0,00 | 67 | 6,35 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 17 257 | −0,85 | 3 532 | 4,59 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 1 387 | 21,88 | 284 | 28,64 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 540 | 0,00 | 111 | 5,77 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 22 226 | 0,85 | 4 549 | 6,39 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 42 097 | −1,53 | 9 | 0,00 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 66 579 | −0,59 | 13 627 | 4,88 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 4 498 | 0,00 | 921 | 17,80 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 10 026 | −6,73 | 2 052 | −1,58 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 87 311 | 37,94 | 17 945 | 46,14 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 7 953 | 10,09 | 1 635 | 16,63 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 3 513 | 0,00 | 719 | 5,58 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 42 129 | 0,00 | 8 622 | 5,51 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 217 884 | 4,24 | 249 263 | 9,98 | ||||
2025-08-07 | 13F | S&co Inc | 23 067 | 0,00 | 5 | 0,00 | ||||
2025-07-18 | 13F | Forbes J M & Co Llp | 87 001 | 0,98 | 17 806 | 6,55 | ||||
2025-07-07 | 13F | First Community Trust Na | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 2 708 | −1,20 | 554 | 4,33 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 4 515 | 0,00 | 924 | 5,60 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cibc World Markets Corp | 20 246 | 2,12 | 4 144 | 7,72 | ||||
2025-04-14 | 13F | Black Point Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Mayport, Llc | 2 133 | −29,97 | 437 | −26,10 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 6 976 | −2,38 | 1 428 | 2,96 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 17 851 | −11,06 | 3 654 | −6,16 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 474 | 8,65 | 506 | 14,74 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 115 | 0,00 | 24 | 4,55 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 18 237 | 444,06 | 3 733 | 8,39 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 11 712 | −0,31 | 2 397 | 5,18 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 48 937 | −0,49 | 10 016 | 4,98 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 50 481 | 20,78 | 9 804 | 19,59 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 79 212 | 4,48 | 16 213 | 10,24 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 622 | 18,02 | 741 | 24,54 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 3 106 | 2,85 | 636 | 8,55 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 7 335 | −1,41 | 1 501 | 4,02 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 18 044 | 11,41 | 3 693 | 17,57 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 61 168 | −1,26 | 12 519 | 4,18 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 2 000 | 409 | ||||||
2025-07-25 | 13F | ONE Advisory Partners, LLC | 2 197 | 458 | ||||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 12 556 | −0,84 | 3 | 0,00 | ||||
2025-08-05 | 13F | McGinn Investment Management, Inc. | 1 886 | −9,20 | 0 | |||||
2025-08-21 | 13F | Pathway Financial Advisers, LLC | 19 712 | 3,87 | 4 034 | 9,59 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 18 706 | 55,73 | 3 865 | 65,88 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 608 238 | 0,91 | 117 992 | −0,04 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 1 572 | 0,00 | 322 | 5,59 | ||||
2025-08-08 | 13F | Avalon Trust Co | 2 485 | 107,08 | 509 | 118,97 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 3 425 | 12,59 | 701 | 18,64 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 4 958 | −1,27 | 1 015 | 4,11 | ||||
2025-08-14 | 13F | FC Advisory LLC | 11 685 | 5,82 | 2 392 | 11,62 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 82 061 | 5,25 | 16 795 | 11,04 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 1 638 | 0,00 | 335 | 5,68 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 162 798 | 6,57 | 33 320 | 12,44 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 12 863 | 0,00 | 2 633 | 5,49 | ||||
2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 7 224 | 1 401 | ||||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 1 897 | 2,65 | 388 | 8,38 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 60 836 | −3,50 | 12 451 | 1,82 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172 024 | −49,51 | 35 396 | −46,45 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 1 749 | 0,00 | 360 | 5,28 | ||||
2025-07-31 | 13F | Prentice Wealth Management LLC | 44 949 | −3,48 | 9 200 | 1,84 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 7 414 | 19,58 | 1 518 | 26,21 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 282 | 0,71 | 58 | 5,56 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 988 | 202 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 51 520 | 5,26 | 10 545 | 11,05 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 9 636 | 39,59 | 1 972 | 47,27 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 12 773 | 3,04 | 2 614 | 8,74 | ||||
2025-07-11 | 13F | Busey Wealth Management | 6 248 | −0,03 | 1 279 | 5,45 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 305 764 | −1,07 | 62 581 | 4,37 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 7 207 | 0,00 | 1 475 | 5,51 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Family CFO Inc | 102 772 | 1,10 | 21 034 | 6,66 | ||||
2025-08-08 | 13F | Condor Capital Management | 2 607 | −2,51 | 534 | 2,90 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 246 | 50 | ||||||
2025-08-14 | 13F | Kitching Partners, Llc | 79 259 | 5,70 | 16 222 | 11,52 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 28 958 | −0,27 | 5 952 | 5,68 | ||||
2025-09-03 | 13F | American Trust | 2 026 | 415 | ||||||
2025-08-05 | 13F | Towercrest Capital Management | 3 001 | 12,14 | 614 | 18,30 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 161 657 | 117,26 | 33 086 | 129,22 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 13 855 | −0,71 | 3 | 0,00 | ||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 1 410 | 0,00 | 289 | 5,49 | ||||
2025-07-08 | 13F | Dover Advisors, Llc | 1 891 | −24,87 | 387 | −20,90 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 37 287 | 5,11 | 7 631 | 10,90 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 29 459 | 0,07 | 6 029 | 5,59 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 44 840 | −2,07 | 9 177 | 3,32 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 2 258 | 0,00 | 462 | 5,72 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 7 255 | 0,00 | 1 485 | 5,47 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Advisory Services Network, LLC | 68 379 | 2,52 | 14 090 | 8,90 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 81 | 0,00 | 17 | 6,67 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 22 936 | 3,16 | 4 694 | 8,83 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 4 698 | 3,18 | 962 | 8,83 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 814 | 781 | ||||||
2025-04-21 | 13F | Golden Road Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 32 | −74,80 | 7 | −75,00 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 9 902 | −13,71 | 2 | 0,00 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 7 903 | 0,00 | 1 533 | 0,00 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 1 100 | 0,00 | 225 | 5,63 | ||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 12 408 | 0,27 | 2 540 | 5,79 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 002 520 | 2,74 | 205 184 | 8,40 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 7 929 | 0,00 | 1 623 | 5,46 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 18 675 | 5,96 | 3 822 | 11,79 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 14 470 | 0,00 | 2 962 | 5,49 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 22 697 | 10,24 | 4 697 | 21,15 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5 067 | 1,18 | 1 037 | 6,80 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 1 350 | 276 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 26 456 | 1,35 | 5 415 | 6,93 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 2 570 | 5,54 | 526 | 11,44 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 47 452 | 12,50 | 9 712 | 18,70 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 38 129 | −6,34 | 7 804 | −1,18 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 1 116 | 2,57 | 228 | 8,06 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 68 254 | 3,53 | 13 969 | 9,24 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 122 393 | −1,53 | 25 597 | 9,16 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 10 738 | −2,72 | 2 198 | 2,62 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 78 842 | −3,93 | 16 137 | 1,36 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 15 449 | 3 | ||||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 2 120 | −10,55 | 434 | −5,66 | ||||
2025-05-01 | 13F | Xponance, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Intrua Financial, LLC | 1 568 | 0,00 | 321 | 5,26 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 24 810 | −1,27 | 5 078 | 4,16 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 819 | 0,57 | 1 191 | 6,06 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 75 645 | 13 147,81 | 15 482 | 13 847,75 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 6 576 | 0,57 | 1 346 | 6,07 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 22 | 0,00 | 4 | 0,00 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 995 | 204 | ||||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 6 462 | 5,67 | 1 323 | 12,70 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 1 606 | −0,93 | 329 | 4,46 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 5 282 | 0,00 | 1 081 | 5,57 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 42 986 | 0,11 | 8 798 | 5,62 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 1 162 | 238 | ||||||
2025-07-29 | 13F | Koa Wealth Management, LLC | 3 671 | −0,33 | 751 | 5,18 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 6 541 | 0,51 | 1 339 | 6,02 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 447 | 92 | ||||||
2025-07-29 | 13F | Interactive Financial Advisors | 58 325 | −0,99 | 11 938 | 4,46 | ||||
2025-07-09 | 13F | Bay Rivers Group | 30 824 | 0,92 | 6 309 | 6,48 | ||||
2025-08-14 | 13F | Headinvest, Llc | 32 622 | 1,73 | 6 677 | 7,33 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 9 657 | 2,42 | 1 977 | 8,04 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 3 125 | 3,31 | 6 | 20,00 | ||||
2025-04-30 | 13F | ARGI Investment Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Motco | 8 097 | −0,15 | 1 668 | 6,04 | ||||
2025-08-04 | 13F | B&l Asset Management Llc | 1 459 | 0,00 | 299 | 5,30 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 348 330 | 13,09 | 71 293 | 19,31 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 22 284 | −0,19 | 4 561 | 5,29 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 27 947 | −0,69 | 5 721 | 4,80 | ||||
2025-07-17 | 13F | Asio Capital, LLC | 1 516 | 0,00 | 312 | 5,78 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 16 850 | −0,06 | 3 449 | 5,44 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 3 632 | −4,87 | 743 | 0,41 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 2 263 | −1,82 | 465 | 4,03 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 10 527 | 11,07 | 2 155 | 17,19 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 19 545 | 0,07 | 4 000 | 5,60 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 62 | 13 | ||||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 1 165 | 0,00 | 238 | 5,78 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 472 | 758,18 | 0 | |||||
2025-07-08 | 13F | Ehrlich Financial Group | 11 195 | −37,53 | 2 291 | −34,09 | ||||
2025-07-24 | 13F | Lester Murray Antman dba SimplyRich | 3 102 | 0,00 | 1 | |||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 4 953 | −3,79 | 1 014 | 1,50 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 33 519 | 0,70 | 6 502 | 0,08 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 10 413 | 4,95 | 2 131 | 10,76 | ||||
2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Financial Insights, Inc. | 22 443 | −1,08 | 4 593 | 4,36 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 269 | 260 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 523 458 | −2,14 | 107 136 | 3,25 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 43 703 | −2,52 | 8 945 | 2,84 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 23 885 | −0,25 | 4 889 | 5,25 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 12 473 | −32,75 | 2 383 | −36,48 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 13 615 | 0,00 | 2 787 | 5,49 | ||||
2025-07-24 | 13F | Blair William & Co/il | 635 523 | −0,99 | 130 073 | 4,46 | ||||
2025-08-04 | 13F | Atria Investments Llc | 6 646 | 73,21 | 1 360 | 82,80 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 19 795 | 12,06 | 4 069 | 18,74 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 71 925 | 9,95 | 14 721 | 16,00 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 7 256 | −1,04 | 1 485 | 4,43 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 5 220 | −3,30 | 1 068 | 2,01 | ||||
2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 29 254 | −29,03 | 5 588 | −32,96 | ||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 2 045 | 0,00 | 418 | 5,56 | ||||
2025-08-07 | 13F | Commerce Bank | 21 117 | 1,57 | 4 322 | 7,17 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 67 300 | 0,00 | 13 774 | 5,51 | ||||
2025-08-14 | 13F | UBS Group AG | 6 554 712 | −0,72 | 1 341 553 | 4,75 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 8 250 | −6,30 | 1 689 | −1,17 |