Grundläggande statistik
| Institutionella ägare | 658 total, 657 long only, 0 short only, 1 long/short - change of 0,61% MRQ |
| Genomsnittlig portföljallokering | 0.6992 % - change of −10,77% MRQ |
| Institutionella aktier (lång) | 288 777 149 (ex 13D/G) - change of −105,36MM shares −26,73% MRQ |
| Institutionellt värde (lång) | $ 13 168 168 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF (US:VMBS) har 658 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 288,777,149 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jpmorgan Chase & Co, Envestnet Asset Management Inc, Bank of New York Mellon Corp, Assetmark, Inc, Wells Fargo & Company/mn, Mather Group, Llc., LPL Financial LLC, Stifel Financial Corp, and Raymond James Financial Inc .
Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF (NasdaqGM:VMBS) 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 8, 2025 is 47,07 / share. Previously, on September 9, 2024, the share price was 47,22 / share. This represents a decline of 0,32% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 105 238 | 9,61 | 4 824 | 8,50 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 167 105 | 256 984,62 | 7 744 | 258 000,00 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 457 706 | 11,21 | 21 210 | 11,29 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 6 427 | 0,00 | 298 | 0,00 | ||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 192 168 | 9,77 | 8 790 | 8,00 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 28 155 | 1 277 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 249 | 12 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 230 608 | 4,03 | 10 686 | 4,10 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 40 456 | 2,00 | 1 875 | 2,07 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 513 | 440,00 | 24 | 475,00 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 66 933 | −47,68 | 3 076 | −47,68 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 219 | −12,75 | 10 | −9,09 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 720 045 | 13,82 | 33 367 | 13,89 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 107 335 | 2,88 | 4 974 | 2,94 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 199 483 | 0,70 | 9 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 18 187 | −7,52 | 843 | −7,47 | ||||
| 2025-05-12 | 13F | Peachtree Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 281 817 | 9,05 | 13 059 | 9,13 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 160 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 108 132 | 1,57 | 5 011 | 1,64 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 14 | 7,69 | 1 | |||||
| 2025-04-10 | 13F | TrueWealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 987 | −91,32 | 92 | −91,31 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 55 | 0,00 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 28 117 | −3,25 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 63 157 | −14,38 | 2 927 | −14,34 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5 515 | −11,62 | 256 | −11,46 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 465 | 0,00 | 68 | 0,00 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 50 039 | 0,53 | 2 317 | 2,43 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 41 921 | −41,91 | 1 943 | −40,63 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 30 | 0,00 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 5 613 | 260 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 7 745 | 359 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 77 212 | 0,72 | 3 578 | 0,76 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 5 051 | 0,00 | 234 | 0,43 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 3 452 281 | −1,39 | 159 979 | −1,33 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 133 322 | 0,97 | 6 158 | 0,77 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 4 003 | 2,35 | 186 | 2,21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 4 651 | 1,00 | 214 | 0,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 3 687 | 2,67 | 171 | 2,41 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 39 604 | −5,96 | 1 835 | −5,90 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 17 025 | −4,31 | 789 | −4,25 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 65 638 | −28,19 | 3 042 | −28,14 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 33 934 | −0,09 | 1 573 | 0,00 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 46 616 | 1,42 | 2 160 | 1,50 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 18 939 | −2,48 | 878 | −2,45 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 82 788 | 13,23 | 3 836 | 13,29 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 99 643 | 2,28 | 4 617 | 2,35 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 377 435 | 1,94 | 17 490 | 2,01 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 17 | 1 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 259 960 | −0,03 | 12 047 | 0,03 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 83 195 | 3,10 | 3 855 | 3,16 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 62 846 | 9,32 | 2 912 | 9,39 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 31 465 | 58,92 | 1 458 | 59,17 | ||||
| 2025-05-15 | 13F | London & Capital Asset Management Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 141 363 | 5,55 | 191 911 | 5,62 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 27 | 1 | ||||||
| 2025-07-17 | 13F | Montis Financial, LLC | 30 369 | −31,90 | 1 407 | −31,86 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 506 832 | −4,17 | 23 | −4,17 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 9 | 0 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 40 876 | 10,36 | 1 894 | 10,44 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 590 | 0,00 | 27 | 0,00 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 14 215 | 0,00 | 659 | 0,00 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 8 478 | 15,27 | 393 | 15,29 | ||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 237 120 | 73,69 | 10 988 | 73,81 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 546 904 | −8,05 | 164 364 | −7,99 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 68 260 | −28,47 | 3 163 | −28,42 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 61 915 | −61,26 | 2 869 | −61,23 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 145 130 | −1,77 | 6 725 | −1,71 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 241 118 | −3,28 | 11 173 | −3,21 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 94 392 | −0,27 | 4 374 | −0,21 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 156 | 271,43 | 7 | 600,00 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 10 622 | −8,87 | 487 | −8,13 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 20 396 | 45,95 | 945 | 46,06 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 57 706 | 21,98 | 2 674 | 19,75 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 20 157 | 934 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6 086 | −14,11 | 282 | −14,02 | ||||
| 2025-08-01 | 13F | First National Trust Co | 294 562 | 2,96 | 13 650 | 3,03 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 5 956 | 276 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 680 | 0,00 | 32 | 0,00 | ||||
| 2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 113 005 | −49,14 | 5 237 | −49,11 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 53 152 | −3,40 | 2 463 | −3,34 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 4 670 | −14,23 | 216 | −14,29 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 990 000 | 13,79 | 45 877 | 13,87 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | First American Trust, Fsb | 168 621 | −14,88 | 7 814 | −14,84 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 358 835 | −1,64 | 16 628 | −1,58 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 85 648 | 7,01 | 3 969 | 7,07 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 115 | 32,45 | 561 | 32,62 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 17 665 | 5,39 | 819 | 5,41 | ||||
| 2025-07-30 | 13F | Axecap Investments, LLC | 16 564 | 768 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 332 406 | 1,96 | 15 404 | 2,03 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 172 243 | 7 982 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 463 | 0,00 | 68 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 11 | 0,00 | 1 | |||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 57 875 | 5,87 | 2 682 | 5,93 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 23 363 | 1,15 | 1 083 | 1,22 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-04-03 | 13F | First Hawaiian Bank | 86 579 | 2,26 | 4 009 | 4,46 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 66 284 | 2,00 | 3 072 | 2,06 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 173 | 0,00 | 8 | 0,00 | ||||
| 2025-04-29 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 121 329 | 29,72 | 5 505 | 27,08 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 59 | 0,00 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 181 | 0,00 | 8 | 0,00 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 104 085 | 22,56 | 4 823 | 22,63 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 52 364 | 4,78 | 2 427 | 4,84 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 869 | 0,00 | 40 | 0,00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 58 934 | 8,95 | 2 731 | 9,07 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 316 118 | 21,26 | 14 649 | 21,34 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 242 | 1,26 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 407 | 0,00 | 19 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 14 678 | −3,57 | 680 | −3,41 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 19 445 | −3,39 | 901 | −3,33 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 7 408 | 20,51 | 343 | 20,77 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 12 401 | 575 | ||||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 280 927 | 0,00 | 12 850 | −1,62 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 618 635 | 1,42 | 28 668 | 1,49 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4 938 | −0,90 | 229 | −0,87 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 761 | 0,00 | 35 | 0,00 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 81 | 0,00 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 16 573 | −2,66 | 768 | −2,66 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 220 270 | 9,64 | 10 207 | 9,72 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 406 673 | 0,39 | 18 845 | 0,46 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 964 664 | −6,20 | 230 053 | −6,16 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 230 554 | 10,67 | 11 | 11,11 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 515 | −90,57 | 116 | −90,49 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 8 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 7 779 | 17,19 | 360 | 17,26 | ||||
| 2025-07-07 | 13F | Salem Investment Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 50 594 | −0,68 | 2 345 | −0,64 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 41 930 | −4,50 | 1 943 | −4,43 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 60 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 237 685 | 44,33 | 10 993 | 44,12 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 30 830 | 2,55 | 1 429 | 2,59 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 12 111 | −0,48 | 556 | −0,71 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 22 243 | −2,03 | 1 031 | −2,00 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 943 050 | 0,00 | 43 701 | 0,07 | ||||
| 2025-04-14 | 13F | Charter Oak Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 88 034 | 5,96 | 4 079 | 6,03 | ||||
| 2025-05-12 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 40 | 0,00 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 884 | 71,65 | 41 | 73,91 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 581 926 | 10,10 | 26 949 | 12,46 | ||||
| 2025-07-17 | 13F | City Holding Co | 800 | −39,07 | 37 | −38,33 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 651 | 0 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 124 797 | 1,16 | 5 783 | 1,23 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 10 903 | −5,68 | 505 | −5,61 | ||||
| 2025-05-12 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 118 778 | 8,90 | 5 504 | 8,97 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Security Benefit Life Insurance Co /ks/ | 100 000 | 0,00 | 4 634 | 0,06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 369 | 0,35 | 295 | 0,68 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 49 884 | −7,75 | 2 312 | −7,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 104 824 | 3,19 | 282 897 | 3,26 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 15 110 | 96,18 | 700 | 96,63 | ||||
| 2025-08-22 | NP | FTRB - Federated Hermes Total Return Bond ETF | 237 120 | 73,69 | 10 988 | 73,81 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 40 914 | 11,45 | 1 894 | 11,42 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 36 241 | −43,74 | 2 | −50,00 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 36 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 18 519 | −34,27 | 858 | −34,20 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 311 | −31,87 | 107 | −30,52 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 66 | 3 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 72 479 | 3,56 | 3 359 | 3,61 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 5 350 | −6,57 | 248 | −6,79 | ||||
| 2025-05-09 | 13F | NewEdge Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 187 | 16,33 | 518 | 16,40 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 74 497 | 1,12 | 3 452 | 1,20 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7 868 | 7,35 | 365 | 7,37 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 4 618 | −1,97 | 214 | −1,83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 5 707 | 264 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 326 631 | 7,62 | 15 136 | 7,69 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 23 166 | 16,54 | 1 073 | 16,63 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 133 | 6 | ||||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 361 806 | 2,34 | 16 766 | 2,41 | ||||
| 2025-07-29 | 13F | Vectors Research Management, LLC | 339 856 | 13,96 | 15 749 | 14,03 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 470 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 465 | 0,00 | 22 | 0,00 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 104 | 1,96 | 5 | 0,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 12 925 | −6,06 | 599 | −6,12 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 083 | 19,36 | 421 | 20,69 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 12 934 | 4,72 | 599 | 4,72 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 47 029 | 5,12 | 2 179 | 7,08 | ||||
| 2025-08-14 | 13F | Farringdon Capital, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 175 039 | 13,15 | 8 111 | 13,23 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 332 534 | 14,21 | 15 410 | 14,28 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 201 547 | −5,89 | 9 340 | −5,84 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 39 240 | 0,02 | 1 818 | 0,11 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 84 034 | −6,21 | 3 894 | −6,15 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 48 670 | 0,13 | 2 255 | 0,18 | ||||
| 2025-08-07 | 13F | PFG Advisors | 159 170 | 16,93 | 7 376 | 17,01 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8 029 | −0,35 | 372 | −0,27 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 171 795 | 2,25 | 332 341 | 2,32 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 879 | −1,06 | 2 636 | −1,01 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 314 987 | 4,11 | 14 596 | 4,18 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 189 343 | 56,33 | 8 774 | 56,43 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 6 305 | −2,66 | 292 | −2,34 | ||||
| 2025-07-11 | 13F | Bell Bank | 446 592 | −3,54 | 20 695 | −3,48 | ||||
| 2025-08-04 | 13F | Elite Life Management LLC | 5 040 | 0,00 | 234 | 0,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 55 331 | 11,10 | 2 564 | 11,19 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 524 | −70,71 | 24 | −70,73 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 9 313 | 35,56 | 432 | 35,53 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Syon Capital Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 823 | −3,56 | 177 | −3,28 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 97 427 | 14,31 | 4 515 | 16,82 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 107 728 | 12,24 | 4 982 | 12,08 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 207 228 | 5,65 | 9 603 | 5,71 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 16 650 | 772 | ||||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 11 201 | 0,00 | 519 | 0,19 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 525 | 1,16 | 24 | 0,00 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 5 045 | −1,29 | 234 | −1,27 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 26 906 | −13,25 | 1 247 | −13,23 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10 479 | 15,04 | 486 | 15,20 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 355 342 | 3,36 | 16 467 | 3,43 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 613 | −12,06 | 353 | −12,00 | ||||
| 2025-08-28 | NP | GPARX - GuidePath(R) Absolute Return Allocation Fund Service Shares | 231 819 | −42,73 | 10 742 | −42,70 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 29 847 | −3,30 | 1 383 | −3,22 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 9 061 | 0,00 | 420 | 0,00 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 14 470 | 0,65 | 671 | 0,75 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 30 653 | −2,15 | 1 420 | −2,07 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 32 841 | 2,05 | 1 522 | 2,08 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 598 287 | 1,34 | 213 085 | 1,40 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 853 | −0,99 | 688 | −0,86 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 55 915 | 7,03 | 2 591 | 7,11 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 75 332 | 0,00 | 3 489 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 251 866 | −12,91 | 11 671 | −12,85 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 106 246 | 7,00 | 4 923 | 7,07 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 57 351 | 15,62 | 2 658 | 18,19 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 588 237 | 1,08 | 27 259 | 1,15 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 409 | 0,00 | 19 | 0,00 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 46 201 | −5,57 | 2 141 | −5,52 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 98 467 | 1,43 | 4 563 | 1,42 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 6 791 | 315 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 979 609 | 0,77 | 45 395 | 0,84 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 14 734 | −20,59 | 683 | −20,61 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 953 | 3 565,38 | 44 | 4 300,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 163 | 0,22 | 332 | 0,30 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 10 322 | −9,75 | 478 | −9,64 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 16 789 | −8,58 | 778 | −8,47 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 471 | −5,61 | 22 | −8,70 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 22 | −88,36 | 1 | −87,50 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 583 484 | 20,61 | 27 039 | 20,69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 34 047 | 1 578 | ||||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 134 212 | 26,97 | 6 219 | 27,07 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 39 700 | −95,56 | 1 840 | −95,56 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 25 752 | 178,04 | 1 193 | 178,74 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 39 505 | −32,51 | 1 831 | −32,47 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 57 627 | 3,21 | 2 670 | 3,29 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 390 | 0,00 | 18 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 046 064 | 11,21 | 48 475 | 11,28 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 17 090 | −1,37 | 792 | 0,76 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 128 | 0,79 | 6 | 0,00 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 68 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 26 430 | 16,33 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 8 614 281 | 3,87 | 399 186 | 3,94 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Appleton Partners Inc/ma | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 183 612 | 1,27 | 54 422 | 0,55 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 68 536 | 4,12 | 3 176 | 4,17 | ||||
| 2025-08-07 | 13F | Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 851 300 | 3,97 | 39 287 | 3,54 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 986 | 5,04 | 324 | 4,87 | ||||
| 2025-04-17 | 13F | Lockerman Financial Group, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-09-08 | 13F | Alternative Investment Advisors, LLC. | 56 925 | 15,21 | 2 638 | 15,25 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 8 746 | 28,47 | 405 | 31,49 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 334 | 0,00 | 61 | 0,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 56 | 86,67 | 3 | 100,00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146 263 | 1,79 | 6 778 | 1,86 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 175 497 | −32,70 | 8 133 | −32,67 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 98 710 | 21,01 | 4 574 | 21,10 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 595 | −33,40 | 74 | −33,64 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 5 | 25,00 | 0 | |||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 971 032 | 14,31 | 44 998 | 14,39 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 15 288 | 2,15 | 708 | 4,28 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 24 628 | −0,38 | 1 141 | −0,26 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 490 655 | −3,50 | 22 737 | −3,44 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 582 759 | 2,16 | 27 005 | 2,23 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 851 | 39 | ||||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 11 482 | 532 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 818 | 38 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7 695 | −2,90 | 357 | −3,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 680 | −22,98 | 263 | −22,87 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29 858 | 17,21 | 1 384 | 17,30 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 6 756 | −3,57 | 313 | −3,40 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 5 932 | 275 | ||||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 1 725 | −17,82 | 80 | −16,84 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 13 400 | −4,03 | 621 | −4,02 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 13 549 | −26,29 | 628 | −26,20 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 7 737 | 7,37 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 1 028 | 0,00 | 48 | 0,00 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 34 889 | 1 617 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 41 269 | 0,69 | 1 912 | 0,74 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 424 303 | 21,55 | 19 662 | 21,63 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 954 655 | 4,52 | 44 239 | 4,59 | ||||
| 2025-07-24 | 13F | Conning Inc. | 36 000 | 0,00 | 1 668 | 0,06 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 146 | 0,00 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 53 150 304 | 1,23 | 2 462 985 | 1,29 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 27 440 | 0,00 | 1 272 | 0,08 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 70 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 81 | 4 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 35 877 | −6,56 | 1 663 | −6,52 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 253 503 | 1,76 | 11 747 | 1,83 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | HT Partners LLC | 20 410 | −0,18 | 946 | −0,11 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 26 104 | −54,68 | 1 210 | −54,46 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 20 325 | −2,71 | 942 | −2,69 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 23 806 | 2,23 | 1 103 | 2,32 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 551 | 0,00 | 26 | 0,00 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 732 | 34 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 101 870 | 2,28 | 5 | 0,00 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 94 244 | 17,99 | 4 367 | 18,09 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 9 849 | −39,58 | 456 | −39,52 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8 356 | −71,48 | 387 | −71,48 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 38 | 0,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 77 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 83 499 | −1,12 | 3 869 | −1,05 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 291 | −2,20 | 245 | −2,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 015 096 | 0,54 | 47 040 | 0,60 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 238 673 | −2,16 | 11 060 | −2,09 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 4 592 | 0,55 | 213 | 0,47 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 200 321 | 37,34 | 9 283 | 37,43 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 8 312 | 385 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 442 830 | 3,50 | 66 861 | 3,57 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 62 | −50,00 | 3 | −60,00 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 11 259 | −30,61 | 522 | −30,63 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 110 988 | −4,25 | 5 143 | −4,17 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 160 | 0,63 | 7 | 0,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 49 148 | −3,49 | 2 278 | −3,44 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 44 571 | −1,47 | 2 065 | −1,38 | ||||
| 2025-08-14 | 13F | Acas, Llc | 6 116 | −7,50 | 284 | −6,58 | ||||
| 2025-08-14 | 13F | Comerica Bank | 52 980 | 14,86 | 2 455 | 14,99 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 4 855 | 0,00 | 225 | 0,00 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 151 598 | −3,71 | 7 025 | −3,65 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 539 151 | 0,85 | 24 984 | 0,91 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10 088 | 18,35 | 467 | 18,53 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 47 390 | −2,56 | 2 196 | −0,41 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 89 210 | 23,77 | 4 131 | 26,02 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 101 351 | 0,00 | 5 | 0,00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 8 546 | 68,29 | 396 | 68,51 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 726 | 1,82 | 34 | 0,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 49 670 899 | 1,98 | 2 301 750 | 2,04 | ||||
| 2025-08-06 | 13F | Equity Investment Corp | 63 690 | 0,00 | 2 951 | 0,07 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 533 | 210 | ||||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 4 489 | 208 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 25 486 | −7,45 | 1 181 | −7,37 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 7 067 | −6,19 | 327 | −6,03 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 398 | 14,70 | 18 | 12,50 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 125 107 | 3,38 | 5 798 | 3,44 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 55 740 | 36,20 | 2 583 | 39,19 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 692 | 29,35 | 32 | 33,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 217 457 | 2,81 | 56 | 3,70 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 520 | 0,00 | 24 | 0,00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 219 277 | −1,33 | 10 161 | −1,26 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 9 273 | 7,84 | 430 | 7,79 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 61 739 | 0,46 | 2 861 | 0,53 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 90 021 | −33,12 | 4 172 | −33,08 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 680 | −6,98 | 32 | −6,06 | ||||
| 2025-08-12 | 13F | Cravens & Co Advisors, LLC | 206 507 | −1,67 | 9 570 | −1,60 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 423 898 | −2,55 | 19 643 | −2,48 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3 000 | −71,70 | 139 | −71,63 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 1 459 | 68 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 658 973 | 1,95 | 76 877 | 2,01 | ||||
| 2025-08-14 | 13F | Zurich Insurance Group Ltd/FI | 467 648 | 0,00 | 21 666 | 0,06 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 1 998 544 | −1,57 | 92 613 | −1,51 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 6 770 | −4,22 | 314 | −4,28 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 748 | −30,42 | 35 | −30,61 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 40 880 | −2,39 | 1 894 | −2,32 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 9 672 | 0,59 | 448 | 0,67 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 11 600 | 11 500,00 | 538 | 13 325,00 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 11 400 | 107,27 | 528 | 107,87 | |||
| 2025-08-13 | 13F | Townsquare Capital Llc | 19 540 | −50,11 | 905 | −50,08 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 53 791 | 0,00 | 2 493 | 0,04 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11 644 | 8,69 | 540 | 8,67 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 975 | −7,34 | 416 | −7,37 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 12 374 | 5,02 | 573 | 5,14 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 145 | 0,00 | 7 | 0,00 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 6 635 | 0,05 | 307 | 0,00 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 29 833 | −5,43 | 1 382 | −5,34 | ||||
| 2025-07-31 | 13F | City State Bank | 43 927 | −8,56 | 2 036 | −8,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 5 688 769 | 3,11 | 263 618 | 3,17 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 791 | 37 | ||||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 10 716 | −28,54 | 497 | −27,06 | ||||
| 2025-08-28 | NP | SCLAX - SIMT MULTI-ASSET CAPITAL STABILITY FUND Class F | 1 461 | −94,29 | 68 | −94,35 | ||||
| 2025-08-14 | 13F | Betterment LLC | 290 988 | 3,01 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 730 | 5,67 | 219 | 5,31 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 206 | −19,53 | 10 | −18,18 | ||||
| 2025-04-15 | 13F | Kelly Financial Services LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 23 853 | 0,28 | 1 105 | 0,36 | ||||
| 2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 17 969 | −1,30 | 833 | −1,30 | ||||
| 2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J. L. Bainbridge & Co., Inc. | 4 445 | 0,00 | 206 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 386 289 | −2,20 | 17 901 | −1,35 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 662 | 216 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 59 569 | −1,12 | 2 760 | −1,04 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 22 522 | −24,93 | 1 044 | −24,91 | ||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 81 363 | 2,54 | 3 770 | 2,61 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 280 | 0,00 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | Wells Financial Advisors INC | 2 680 | −14,38 | 124 | −13,89 | ||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 21 540 | 0,00 | 985 | −1,60 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 371 | 17 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 8 244 | 0,13 | 382 | 0,26 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 61 914 | −4,98 | 2 869 | −4,91 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 133 567 | 6 189 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 6 591 | −6,99 | 305 | −7,01 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 6 614 | 0,00 | 306 | 0,00 | ||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 854 966 | −1,31 | 39 619 | −1,25 | ||||
| 2025-05-13 | 13F | Coston, McIsaac & Partners | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 178 124 | 8 254 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 17 745 | −0,25 | 822 | −0,12 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 100 | 0,00 | 5 | 0,00 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13 909 | 30,67 | 642 | 30,22 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 459 | −13,07 | 21 | −12,50 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 774 072 | 4,51 | 35 870 | 4,57 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 186 | 0,00 | 9 | 0,00 | ||||
| 2025-07-16 | 13F | Arlington Capital Management, Inc. | 15 420 | −78,83 | 715 | −78,83 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 160 506 | −1,84 | 7 433 | 0,26 | ||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 105 585 | −0,85 | 4 893 | −0,79 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 20 473 | 133,68 | 949 | 134,07 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 11 751 | 41,89 | 545 | 42,04 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 44 015 | −9,33 | 2 040 | −9,30 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 80 | 4 | ||||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 230 388 | 0,83 | 10 676 | 0,90 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 113 708 | 28,68 | 5 269 | 28,76 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 7 832 | 0,00 | 363 | 0,00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 734 | −42,39 | 127 | −41,67 | ||||
| 2025-05-14 | 13F | Valtinson Bruner Financial Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 152 | −0,78 | 53 | 0,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 831 647 | 1,85 | 39 | 2,70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 534 | 0 | ||||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 29 715 | 1 377 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 295 267 | 13 683 | ||||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 7 372 | 3,98 | 341 | 5,25 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 14 750 | 6,19 | 684 | 6,22 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-07-18 | 13F | Rogco, Lp | 2 718 | 0,00 | 126 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 821 | −26,33 | 223 | −26,40 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 1 242 741 | 1,97 | 57 589 | 2,04 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 62 | 93,75 | 3 | 100,00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 25 142 | 202,88 | 1 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 26 315 | −0,54 | 1 219 | −0,49 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 127 894 | −5,31 | 5 927 | −5,24 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 692 | 25,59 | 32 | 28,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 272 | 13 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 5 529 | −16,40 | 256 | −16,34 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | −100,00 | 0 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 175 793 | 18,79 | 100 826 | 18,87 | ||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 14 673 | −57,48 | 680 | −57,51 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 87 053 | −44,05 | 4 034 | −44,00 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 19 | 1 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 24 | 0,00 | 1 | 0,00 | ||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 6 113 | 0,00 | 283 | 0,00 | ||||
| 2025-05-02 | 13F | Mechanics Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 466 361 | 76,07 | 21 611 | 76,19 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional/Vanguard Total Bond Fund Service Class | 3 452 281 | −1,39 | 159 979 | −1,33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 60 836 | 1,98 | 2 801 | 3,89 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 47 661 | 1,81 | 2 209 | 1,85 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 4 347 | 201 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 38 743 | −3,48 | 1 795 | −3,39 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 3 119 | 4,88 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 5 277 | 245 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 6 411 | 26,00 | 297 | 26,38 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 62 371 | −4,17 | 2 890 | −4,11 | ||||
| 2025-07-08 | 13F | Cultivar Capital, Inc. | 8 560 | 0,00 | 397 | 0,00 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 11 | 0,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 9 762 | −93,86 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 244 027 | 7,04 | 11 308 | 7,11 | ||||
| 2025-08-08 | 13F | Creative Planning | 86 584 | −49,71 | 4 012 | −49,68 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 8 555 | −9,26 | 396 | −9,17 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 200 000 | 9 268 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 546 681 | −33,41 | 25 333 | −33,37 | ||||
| 2025-06-26 | NP | MSTRX - Morningstar Total Return Bond Fund | 2 276 865 | −23,28 | 105 464 | −22,07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3 097 | −48,92 | 144 | −48,93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 167 192 | −37,85 | 7 748 | −37,81 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 6 406 | 0,00 | 297 | 1,72 | ||||
| 2025-08-11 | 13F | AXS Investments LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 10 | 0 | ||||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 2 149 809 | −1,56 | 99 622 | −1,50 | ||||
| 2025-07-18 | 13F | Swp Financial Llc | 108 365 | 3,60 | 5 022 | 3,68 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 22 438 | 11,13 | 1 040 | 13,55 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 19 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 7 469 | −36,82 | 344 | −37,11 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 56 247 | 18,45 | 2 606 | 18,56 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 31 133 | 0,55 | 1 443 | 0,63 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 57 940 | 0,00 | 2 685 | 0,04 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 18 691 | −1,06 | 866 | −0,92 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 6 120 | 284 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1 040 | 0,00 | 48 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 86 315 | 96,33 | 4 000 | 96,51 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 11 974 | 78,53 | 555 | 78,71 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 25 945 | −16,08 | 1 202 | −16,00 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 92 482 | −10,46 | 4 286 | −10,41 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5 735 | 26,04 | 266 | 26,19 | ||||
| 2025-07-17 | 13F | SWS Partners | 143 943 | 28,49 | 6 670 | 31,33 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 594 901 | 0,00 | 27 211 | −1,61 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 7 686 | 3,68 | 356 | 3,79 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 103 558 | −3,88 | 4 799 | −1,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 12 606 | 8,47 | 584 | 8,55 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 363 | 0,00 | 17 | 0,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 5 854 616 | −0,42 | 271 303 | −0,35 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 8 273 | 23,75 | 385 | 24,27 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 205 692 | 12,42 | 9 501 | 12,20 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 40 427 | −45,02 | 1 873 | −44,99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 46 427 | 10,35 | 2 151 | 10,48 | ||||
| 2025-07-31 | 13F | Money Design Co.,Ltd. | 290 049 | 2,60 | 13 | 0,00 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 45 663 | 0,00 | 2 089 | −1,60 | ||||
| 2025-07-21 | 13F | Greenwood Capital Associates Llc | 82 424 | 2,56 | 3 820 | 2,63 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5 140 | 2,31 | 237 | 1,72 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 31 | 1 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 682 | 0,08 | 356 | 0,28 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 12 377 | 40,23 | 574 | 40,44 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 6 719 | 311 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 480 270 | −0,28 | 22 256 | −0,22 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 73 | 3 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 180 | 8 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 320 | 0,00 | 15 | 0,00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 74 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 187 223 | 3,53 | 8 676 | 3,57 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-08 | 13F | Cutler Investment Counsel Llc | 0 | −100,00 | 0 | |||||
| 2025-08-29 | 13F | Total Investment Management Inc | 219 | 10 | ||||||
| 2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | −100,00 | 0 | |||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 12 140 | 7,86 | 563 | 7,87 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 18 215 | 3,01 | 844 | 3,18 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14 862 | −7,08 | 689 | −7,03 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 21 597 | 24,88 | 1 001 | 25,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 160 | 220,00 | 7 | 250,00 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 77 536 | −0,94 | 3 593 | −0,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 105 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 5 446 | −93,93 | 252 | −93,93 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 22 391 | 4,09 | 1 038 | 4,12 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18 315 | 1,34 | 849 | 1,44 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 39 466 | −2,56 | 1 829 | −2,51 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 299 857 | 1,72 | 106 575 | 1,79 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 170 | −98,74 | 8 | −98,88 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 58 162 | −1,49 | 2 695 | −1,43 | ||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 180 737 | 28,49 | 8 375 | 28,59 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6 658 | −29,05 | 309 | −29,03 | ||||
| 2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 121 528 | 46,44 | 5 632 | 46,53 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 241 | 11 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 197 477 | −58,88 | 9 | −57,14 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 31 160 | 0,00 | 1 444 | 0,00 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14 847 | 4,09 | 688 | 4,24 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 21 077 | 26,03 | 977 | 26,10 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 6 650 | 0,00 | 308 | 0,33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 166 | 84,44 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 240 | 1,51 | 243 | 1,68 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 10 149 | −8,92 | 470 | −8,91 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 340 505 | −9,96 | 15 779 | −9,90 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 171 | 0,00 | 8 | 0,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 10 767 | 2,09 | 499 | 2,05 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 981 | 214,37 | 509 | 215,53 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5 068 | −15,65 | 235 | −15,83 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 12 787 | 11,22 | 593 | 11,28 | ||||
| 2025-05-09 | 13F | Pitcairn Co | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Fwl Investment Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Mather Group, Llc. | 6 470 848 | 6 012,24 | 299 859 | 6 017,07 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 33 170 | 18,76 | 1 537 | 18,87 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 530 423 | 62,78 | 24 580 | 62,88 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 1 304 | 60 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 9 281 | 430 | ||||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 6 719 | 311 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 193 283 | 0,33 | 8 957 | 0,39 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 206 865 | 8,05 | 9 580 | 8,04 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 329 643 | 2,59 | 15 276 | 2,66 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 296 | −3,73 | 2 238 | −3,58 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17 225 | 25,31 | 798 | 25,47 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 95 587 | 0,10 | 4 430 | 0,16 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 4 353 | 0,00 | 202 | 0,00 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 26 363 | 1 206 | ||||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 93 131 | 3,02 | 4 316 | 3,08 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 10 224 | −2,49 | 474 | −2,47 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 295 801 | −97,01 | 152 727 | −97,01 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 34 410 | 2,93 | 1 595 | 2,97 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 132 645 | 0,00 | 6 147 | 0,07 | ||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 5 806 | 1,10 | 0 | |||||
| 2025-07-14 | 13F | Tran Capital Management, L.p. | 8 506 | 0,00 | 394 | 0,25 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 309 291 | −47,88 | 14 333 | −47,84 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 208 728 | 0,00 | 9 672 | 0,06 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 815 | 5,22 | 316 | 7,51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 410 | 149,56 | 65 | 150,00 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 594 | 0,00 | 213 | 0,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 7 523 | 0,44 | 349 | 0,58 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 66 870 | 122,62 | 3 099 | 122,72 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 000 | 0,00 | 93 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 576 376 | 1,95 | 73 050 | 2,02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 16 006 | −3,31 | 742 | −3,26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24 102 | 4,19 | 1 117 | 4,20 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26 053 | 8,31 | 1 207 | 8,45 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 18 675 | 20,38 | 865 | 20,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 33 390 | −23,05 | 1 547 | −23,00 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 336 480 | −0,91 | 15 593 | −0,85 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 922 412 | 3,55 | 42 745 | 3,61 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | KC Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 5 356 | −1,27 | 248 | −1,20 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 39 763 | 45,03 | 1 843 | 45,15 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 4 700 | −10,15 | 0 | |||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 1 491 066 | −6,48 | 69 096 | −6,42 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 11 804 | −2,49 | 547 | −2,50 | ||||
| 2025-05-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 2 064 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 50 543 | −6,10 | 2 342 | −6,02 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 7 843 | −2,95 | 363 | −2,94 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 320 975 | −0,84 | 14 874 | −0,78 | ||||
| 2025-05-15 | 13F | Redwood Financial Network Corp | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Keybank National Association/oh | 2 177 505 | −1,99 | 100 906 | −1,92 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 20 199 | 3,11 | 936 | 3,20 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 16 096 | 1,68 | 745 | 3,91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 21 081 488 | 1,06 | 976 908 | 1,13 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 31 | 1 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409 786 | 6,43 | 19 | 5,88 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 18 263 | 5,47 | 846 | 5,62 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 485 405 | 24,38 | 22 494 | 24,48 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 22 584 | 0,00 | 1 047 | 0,10 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 168 448 | 4,38 | 7 806 | 4,44 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 120 | 106,90 | 5 | 150,00 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 0,00 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 46 837 | 113,12 | 2 156 | 111,90 | ||||
| 2025-07-15 | 13F | Surience Private Wealth Llc | 66 759 | 3 094 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 6 176 | 0,70 | 286 | 2,88 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 80 377 | 0,22 | 3 725 | 0,27 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 196 565 | 9 109 | ||||||
| 2025-07-29 | 13F | FLC Capital Advisors | 252 687 | −2,47 | 11 710 | −2,41 | ||||
| 2025-05-12 | 13F | Empirical Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 34 146 | 0,69 | 1 582 | 0,76 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 3 437 | −1,52 | 159 | −1,24 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 3 946 | 0 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 31 382 | −10,97 | 1 454 | −10,91 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 4 782 | −43,96 | 222 | −44,05 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 151 460 | 8,96 | 6 960 | 8,11 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 221 | 6,29 | 705 | 6,33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 134 066 | −71,41 | 6 208 | −71,42 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 10 772 | −0,43 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10 082 461 | 0,32 | 467 221 | 0,38 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 329 | 20,86 | 108 | 20,22 | ||||
| 2025-08-18 | 13F | Castleark Management Llc | 1 705 540 | 5,99 | 79 035 | 6,06 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 73 248 | 3 394 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 342 | 0,00 | 16 | 0,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 423 | 1,44 | 20 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 746 | −12,16 | 220 | −12,40 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 591 | 0,95 | 74 | 1,39 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 7 239 | −43,32 | 335 | −43,32 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 240 427 | −4,13 | 11 141 | −4,06 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 12 129 | 21 558,93 | 562 | 28 000,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 116 480 | 12,24 | 5 398 | 12,30 | ||||
| 2025-05-30 | 13F/A | Modern Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 503 251 | −0,96 | 23 321 | −0,90 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 965 523 | 114,05 | 44 750 | 114,05 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 155 923 | 2,31 | 7 225 | 2,38 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 15 | 1 | ||||||
| 2025-07-21 | 13F | Family CFO Inc | 274 826 | 3,86 | 12 735 | 3,93 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 2 287 | −2,01 | 106 | −2,78 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 60 231 | 19,89 | 2 791 | 19,99 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 14 592 | 5,37 | 676 | 5,46 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 62 305 | 17,78 | 2 887 | 17,88 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 158 686 | −16,21 | 7 353 | −16,16 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 579 898 | 6,24 | 26 872 | 6,31 | ||||
| 2025-07-11 | 13F | Kure Advisory, LLC | 13 718 | 0,00 | 635 | 0,00 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 34 194 | −6,43 | 1 585 | −6,38 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 35 806 | −9,44 | 1 659 | −9,39 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 24 | 0,00 | 1 | 0,00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 7 572 | 351 | ||||||
| 2025-05-15 | 13F | Up Strategic Wealth Investment Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 270 | −11,48 | 13 | −14,29 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 322 733 | 6,56 | 14 955 | 6,63 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 152 642 | 6,77 | 7 026 | 6,57 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 555 | 257 | ||||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Hamilton Point Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | WT Wealth Management | 9 499 | 9,70 | 440 | 11,99 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11 732 | −12,15 | 544 | −11,85 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 94 408 | 4,71 | 4 375 | 4,77 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 0 | −100,00 | 0 |
Other Listings
| MX:VMBS |
