Grundläggande statistik
| Institutionella ägare | 1739 total, 1727 long only, 1 short only, 11 long/short - change of −3,76% MRQ |
| Genomsnittlig portföljallokering | 0.5691 % - change of −8,60% MRQ |
| Institutionella aktier (lång) | 238 044 381 (ex 13D/G) - change of 14,86MM shares 6,66% MRQ |
| Institutionellt värde (lång) | $ 18 913 698 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Specialized Funds - Vanguard Real Estate ETF (US:VNQ) har 1739 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 238,044,381 aktier. Största aktieägare inkluderar Empower Advisory Group, LLC, Proficio Capital Partners LLC, Creative Planning, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Morgan Stanley, Wealthfront Advisers Llc, State of New Jersey Common Pension Fund D, Jpmorgan Chase & Co, and Gallagher Fiduciary Advisors, LLC .
Vanguard Specialized Funds - Vanguard Real Estate ETF (ARCA:VNQ) 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 10, 2025 is 91,57 / share. Previously, on September 11, 2024, the share price was 97,21 / share. This represents a decline of 5,80% 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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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 104 | 0,00 | 9 | 0,00 | ||||
| 2025-07-21 | 13F | Vanderbilt University | 840 610 | 1,00 | 74 865 | −0,65 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 4 990 | −1,66 | 444 | −3,27 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 054 | −39,36 | 717 | −40,35 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 75 598 | −12,42 | 6 733 | −13,86 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 987 | −54,44 | 355 | −55,18 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 6 692 | 0,00 | 596 | −1,65 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 11 280 | 9,15 | 1 012 | 8,24 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2 364 | 0,00 | 211 | −1,87 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 3 140 | −2,67 | 280 | −4,45 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 11 932 | 2,05 | 1 063 | 0,38 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 1 111 | −1,16 | 100 | −1,98 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 146 644 | 6,18 | 13 098 | 1,00 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 32 882 | −11,28 | 2 977 | −9,82 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 434 | 0,41 | 217 | −1,37 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 2 200 | 0,00 | 196 | −2,01 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10 632 | −23,46 | 947 | −24,74 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 123 | 0,82 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 440 | −45,01 | 574 | −45,94 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 4 732 | −30,34 | 421 | −31,54 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 3 900 | −15,97 | 347 | −17,38 | ||||
| 2025-08-14 | 13F | Hudson Bay Capital Management LP | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 8 087 | 35,08 | 722 | 28,47 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 4 672 | −13,96 | 416 | −15,27 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 5 021 | 6,35 | 447 | 4,68 | ||||
| 2025-05-29 | 13F | Plum Street Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 230 808 | 13,47 | 20 556 | 11,61 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 3 481 | 0,12 | 310 | −1,27 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 15 957 | 3,77 | 1 421 | 2,08 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 24 187 | 0,15 | 2 154 | −1,46 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 39 247 | 3 495 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 377 695 | 559,20 | 33 638 | 548,24 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 2 847 | 1,17 | 254 | −0,39 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 2 459 | 0,00 | 219 | 4,31 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 11 336 | 83,82 | 1 011 | 81,00 | ||||
| 2025-08-13 | 13F | Natixis | 5 641 | −5,21 | 502 | −6,52 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 5 258 | 331,34 | 468 | 325,45 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 3 467 | −0,14 | 309 | −1,91 | ||||
| 2025-08-08 | 13F | Financial Life Planners | 4 734 | −17,97 | 422 | −19,35 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 7 507 | 0,00 | 669 | −1,62 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 13 654 | −26,54 | 1 216 | −27,71 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 304 | 7,83 | 294 | 6,14 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 5 | −28,57 | 0 | |||||
| 2025-04-04 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 14 065 | −34,40 | 1 253 | −35,50 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 360 192 | 9,15 | 32 079 | 7,36 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 6 509 | 580 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 7 443 | −6,11 | 663 | −7,67 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 226 989 | 3,59 | 20 216 | 1,90 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 7 021 | 3,78 | 625 | 2,12 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 805 | 2,68 | 72 | 1,43 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 2 671 | 0,00 | 238 | −1,66 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 5 585 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 63 962 | −22,41 | 5 696 | −23,68 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 439 | 0,00 | 39 | 0,00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 32 | 0,00 | 3 | 0,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 810 | 0,00 | 250 | −1,57 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 74 110 | 7,02 | 6 599 | 5,23 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 36 519 | 16,83 | 3 252 | 14,91 | ||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2 985 | 0,00 | 266 | −1,85 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 6 228 | 0,00 | 555 | −1,60 | ||||
| 2025-08-12 | 13F | Bokf, Na | 101 994 | −0,22 | 9 084 | −1,85 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 21 | 2 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 20 462 | −1,62 | 1 822 | −3,24 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 23 928 | −6,30 | 2 131 | −7,83 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9 550 | −34,95 | 851 | −36,04 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 223 781 | −14,50 | 19 972 | −15,72 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 275 976 | 9,48 | 24 578 | 7,69 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 327 | 0,00 | 29 | 0,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2 490 | −27,76 | 222 | −29,17 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 12 388 | −1,59 | 1 103 | −3,16 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 34 660 | 1,95 | 3 087 | 0,26 | ||||
| 2025-07-28 | 13F | Essex LLC | 4 206 | 5,76 | 375 | 3,89 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 29 053 | −6,72 | 2 587 | 1,33 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 8 372 | −10,10 | 746 | −11,63 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 423 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 8 977 | 2,37 | 800 | 0,76 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 16 857 | −4,93 | 1 501 | −6,48 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 112 638 | −25,59 | 10 032 | −26,80 | ||||
| 2025-08-14 | 13F | Obsido Oy | 25 676 | 4,51 | 2 287 | 2,79 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 1 300 | 0,00 | 116 | −1,71 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 98 | 9 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85 923 | −43,13 | 7 652 | −44,06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 669 | 0,45 | 60 | −1,67 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 175 828 | −0,27 | 15 659 | −1,90 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 4 403 | −1,94 | 392 | −3,45 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 788 | −3,51 | 426 | −5,12 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Keel Point, LLC | 30 862 | −2,25 | 2 749 | −3,85 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 50 658 | 0,94 | 4 512 | −0,73 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 57 741 | −5,97 | 5 142 | −7,50 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 15 355 | −2,67 | 1 368 | −4,27 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 5 636 | 502 | ||||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 3 122 | 0,10 | 278 | −1,42 | ||||
| 2025-04-16 | 13F | Signature Resources Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 2 927 | 0,00 | 261 | −1,89 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 3 735 | 27,04 | 0 | |||||
| 2025-08-14 | 13F | Peak6 Llc | Call | 49 400 | 161,38 | 4 400 | 157,10 | |||
| 2025-08-14 | 13F | Select Asset Management & Trust | 3 143 | −37,18 | 0 | |||||
| 2025-05-07 | 13F/A | Symmetry Investments LP | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 7 939 | −6,17 | 707 | −7,70 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 31 097 | −3,09 | 2 770 | −4,68 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 6 074 | −32,16 | 541 | −33,33 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Peak6 Llc | Put | 22 600 | 2 013 | |||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 35 993 | −1,50 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 267 431 | −60,65 | 23 817 | −61,30 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 51 | 0,00 | 5 | 0,00 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 34 338 | 23,55 | 3 058 | 21,54 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 112 | 11,47 | 372 | 13,41 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 6 096 | −2,09 | 543 | −3,73 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 4 009 | 0,00 | 357 | −1,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 3 943 457 | −16,03 | 351 204 | −17,40 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 16 483 | 37,94 | 1 468 | 35,71 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2 284 | −0,26 | 203 | −1,93 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 150 | 0,00 | 13 | 0,00 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 167 | 0,00 | 15 | −6,67 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 1 605 | 0,00 | 143 | −2,07 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 030 | 0,20 | 270 | −1,47 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 156 779 | 5,43 | 14 | 0,00 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 337 | 0,30 | 119 | −0,83 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 59 754 | −5,93 | 5 322 | −7,48 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 38 513 | 0,25 | 3 | 0,00 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 28 844 | 4,57 | 2 569 | 2,84 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 58 615 | −0,37 | 5 220 | −1,99 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 3 084 | −7,50 | 275 | −8,97 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 1 862 | −0,75 | 166 | −1,20 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 5 537 | 28,41 | 493 | 26,41 | ||||
| 2025-04-29 | 13F | Capital Advisors Inc/ok | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 3 969 | 2,16 | 353 | 0,57 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 104 066 | −2,19 | 9 268 | −3,79 | ||||
| 2025-04-15 | 13F | Arvest Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 2 856 | −19,75 | 254 | −21,12 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 23 911 | 41,29 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 6 150 | −3,62 | 548 | −5,20 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 16 991 | −38,59 | 1 513 | −39,60 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 3 000 | 0,00 | 267 | 2,69 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6 088 | −8,93 | 542 | −10,41 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 9 764 | −6,31 | 870 | −7,85 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 45 336 | −10,25 | 4 039 | −11,68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 34 873 | 2,57 | 3 106 | 0,88 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 3 229 | 0,00 | 288 | −1,71 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 7 417 | 3,65 | 661 | 2,01 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 868 | −2,14 | 77 | −3,75 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 155 628 | 3,33 | 13 860 | 1,64 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 3 345 | 0,00 | 298 | −1,66 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 350 | −32,50 | 120 | −33,70 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 7 885 | 702 | ||||||
| 2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 3 836 | 7,45 | 0 | |||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 105 794 | 0,50 | 9 579 | 2,15 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 3 862 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 658 | 10,21 | 326 | 8,33 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 244 | −14,69 | 22 | −16,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 6 211 | 9,93 | 553 | 8,22 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 20 241 | −0,18 | 1 803 | −1,80 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 35 605 | 5,22 | 3 171 | 3,49 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3 815 | 0,00 | 340 | −1,74 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 837 | 0,97 | 75 | −1,33 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 900 | −26,10 | 1 149 | −27,34 | ||||
| 2025-05-14 | 13F | Gamco Investors, Inc. Et Al | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 400 | 0,00 | 36 | −2,78 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 313 | −3,24 | 295 | −5,16 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 2 081 | 4,05 | 185 | 2,21 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 31 900 | −43,44 | 2 841 | −44,36 | |||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 800 | 71 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 338 312 | 6,75 | 30 130 | 5,01 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2 832 | −27,96 | 252 | −29,01 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5 687 | −9,31 | 506 | −10,76 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 225 | 0,00 | 20 | 0,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 17 915 | −9,68 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 8 224 | −14,16 | 732 | −15,57 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 557 | −34,37 | 406 | −35,51 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 28 387 | 1,48 | 2 528 | −0,16 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 12 763 | 0,80 | 1 137 | −0,87 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 81 939 | −0,74 | 7 298 | 104 142,86 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 243 | −2,41 | 22 | −4,55 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 5 057 | 0,00 | 450 | −1,53 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 91 756 | 8,69 | 8 172 | 6,91 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-23 | 13F | Stephenson National Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 4 501 | 0,00 | 401 | −1,72 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 3 144 | 0,00 | 280 | −1,41 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1 602 | −8,72 | 143 | −10,13 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 11 | 0,00 | 1 | |||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 8 805 | −8,07 | 784 | −9,57 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 799 | 0,14 | 249 | −1,58 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 676 | 0,00 | 60 | −1,64 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 817 | 25,11 | 73 | 22,03 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 184 166 | −0,55 | 16 402 | −2,18 | ||||
| 2025-08-14 | 13F | Man Group plc | 27 640 | −81,93 | 2 462 | −82,22 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 658 175 | −12,99 | 58 730 | −14,25 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2 363 | 0,77 | 210 | −0,94 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 6 264 | 38,83 | 558 | 36,52 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 2 483 | 7,58 | 221 | 6,25 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 26 192 | 14,28 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | United Bank | 79 124 | 0,18 | 7 047 | −1,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 38 273 | −0,06 | 3 409 | −1,70 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 568 828 | −33,05 | 50 660 | −34,15 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 300 | 0,00 | 27 | −3,70 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 16 260 | −0,96 | 1 448 | −2,56 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 11 788 | −2,55 | 1 050 | −4,20 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 23 124 | 48,51 | 2 060 | 46,13 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 1 140 | 102 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 13 543 | 10,53 | 1 206 | 8,75 | ||||
| 2025-07-17 | 13F | City Holding Co | 18 065 | 2,82 | 1 609 | 1,13 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 726 | 22,06 | 421 | 21,68 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 3 111 | 14,59 | 277 | 13,06 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 7 485 | −4,47 | 667 | −6,06 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 76 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 229 | 20 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 9 765 | −0,54 | 877 | 1,04 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 10 764 | 46,47 | 961 | 54,59 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 795 | 0,00 | 160 | −1,85 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 10 535 | 0,13 | 938 | −1,47 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 856 608 | 1,45 | 76 289 | −0,21 | ||||
| 2025-04-16 | 13F | Howard Capital Management Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 144 576 | 3,29 | 13 | 0,00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 37 435 | 0,90 | 3 334 | −0,77 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21 990 | −3,79 | 1 958 | −5,36 | ||||
| 2025-04-16 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 5 344 | −29,16 | 476 | −30,45 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 2 520 | 228 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 5 791 | 0,00 | 516 | −1,72 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 2 867 | 1,92 | 255 | 0,39 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 2 895 | 0,00 | 258 | −1,91 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 338 150 | 5,20 | 30 116 | 3,48 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 434 | −7,86 | 39 | −9,52 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 448 | −1,38 | 485 | −3,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 11 534 | 0,84 | 1 027 | −0,77 | ||||
| 2025-04-14 | 13F | Daymark Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 2 754 | 0,04 | 245 | −1,61 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 268 | 170,71 | 24 | 187,50 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 205 | 0,00 | 18 | 0,00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 544 | 0,00 | 49 | 2,08 | ||||
| 2025-05-14 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 2 577 | −10,12 | 229 | −11,58 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9 469 | 44,90 | 842 | 46,43 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 3 586 | 0,00 | 319 | −1,54 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 22 907 | −0,62 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 135 044 | −1,73 | 12 027 | −3,34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 14 450 | −2,92 | 1 287 | −4,53 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 795 | −7,02 | 71 | −9,09 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 10 780 | 0,66 | 960 | 12,41 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 9 548 | −25,77 | 850 | −26,98 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 350 706 | −4,11 | 387 474 | −5,68 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 188 467 | 1,85 | 16 785 | 0,19 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 91 002 | −27,11 | 8 105 | −28,30 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 99 382 | −5,75 | 8 851 | −7,30 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 10 472 | 0,24 | 933 | −1,38 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 799 | −0,36 | 249 | −1,97 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 19 648 | −3,06 | 1 750 | −4,69 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 7 628 | 41,05 | 679 | 38,85 | ||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 3 467 | −33,06 | 309 | |||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 72 996 | 3,48 | 6 501 | 1,80 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 9 583 | −13,13 | 853 | −14,53 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 23 031 | 4,78 | 2 051 | 3,07 | ||||
| 2025-08-01 | 13F | Mendel Money Management | 4 693 | 1,51 | 418 | −0,24 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 117 904 | −1,97 | 10 501 | −3,58 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 23 175 | 9,69 | 2 064 | 7,95 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 283 | 203 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 36 628 | −8,49 | 3 262 | −9,96 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 12 831 | −4,65 | 1 143 | −6,24 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 2 463 | −5,12 | 219 | −4,37 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2 440 | −1,53 | 217 | −3,12 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 5 000 | 0,00 | 445 | −1,77 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 551 | 0,00 | 49 | 0,00 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 3 306 | 0,06 | 294 | −1,67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 5 621 | 7,70 | 1 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 153 | 11,58 | 726 | 9,83 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 583 837 | −60,17 | 51 997 | −60,82 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 506 | 0,00 | 45 | 0,00 | ||||
| 2025-08-12 | 13F | Comprehensive Financial Management LLC | 328 338 | 0,00 | 29 242 | −1,63 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 27 803 | 0,81 | 2 476 | −0,84 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 5 313 | −13,83 | 473 | −15,23 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - SSGA Growth and Income ETF Portfolio Class A | 546 251 | 482,99 | 48 649 | 547,70 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 3 698 | 0,00 | 329 | −1,50 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 47 121 | −0,24 | 4 197 | −1,87 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 36 218 | −1,90 | 3 226 | −3,50 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 123 937 | 40,11 | 11 038 | 37,82 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 555 | −18,37 | 228 | −19,79 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 6 133 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 38 550 | −1,91 | 3 433 | −3,51 | ||||
| 2025-08-11 | 13F | Poehling Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 128 681 | 4,84 | 11 460 | 3,13 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 12 825 | −2,35 | 1 142 | −3,95 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 11 941 | −3,16 | 1 063 | −4,75 | ||||
| 2025-04-10 | 13F | Gilman Hill Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 63 360 | −0,16 | 5 643 | −1,79 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 139 523 | 1,99 | 12 426 | 0,31 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25 837 | −6,61 | 2 301 | −8,11 | ||||
| 2025-07-15 | 13F | Sara-Bay Financial | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 266 | 0,00 | 113 | −1,75 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 16 763 | 4,91 | 1 495 | 3,17 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 38 399 | 7,33 | 3 420 | 5,56 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 6 310 | 562 | ||||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 6 270 | −19,19 | 558 | −20,51 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 369 | 405,48 | 33 | 433,33 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 2 872 | 4,63 | 256 | 2,82 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 2 798 | 249 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21 019 | −5,49 | 1 903 | −3,94 | ||||
| 2025-05-08 | 13F | Gs Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 7 966 | 16,02 | 709 | 14,17 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 4 155 | 1,00 | 370 | −0,54 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 450 | 0,00 | 40 | 0,00 | ||||
| 2025-07-29 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 12 895 | −1,40 | 1 152 | −6,27 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 877 | −38,71 | 345 | −39,69 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 14 282 | 9,14 | 1 272 | 9,10 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 21 928 | −14,68 | 1 953 | −16,12 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 291 | 0,00 | 26 | −3,85 | ||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 109 117 | −0,85 | 9 718 | −2,47 | ||||
| 2025-04-21 | NP | TTIFX - Goldman Sachs Tactical Tilt Overlay Fund Institutional Shares | 19 989 | −76,87 | 1 877 | −77,88 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 3 159 | 0,00 | 281 | −1,75 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 140 428 | 4,39 | 12 507 | 2,68 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 446 208 | −3,44 | 39 739 | −5,01 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 15 130 | 105,63 | 1 347 | 105,65 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 666 | 1,71 | 0 | |||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 5 | −28,57 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 11 538 | −4,33 | 1 028 | −5,87 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 96 969 | −2,49 | 8 636 | −4,08 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 444 | −6,13 | 396 | −7,71 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 5 961 | 5,13 | 531 | 3,31 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 600 | 0,00 | 53 | −1,85 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 60 888 | 3,17 | 5 423 | 1,48 | ||||
| 2025-05-07 | 13F | Accretive Wealth Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 124 957 | 0,27 | 11 129 | −1,37 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 14 437 | −19,12 | 1 286 | −20,48 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 4 398 | 9,57 | 392 | 7,71 | ||||
| 2025-05-15 | 13F | Vident Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13 963 | 21,33 | 1 244 | 19,40 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 43 442 | 0,69 | 3 869 | −0,97 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 137 | 12 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 732 489 | −1,32 | 65 235 | −2,94 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 18 889 | 379,66 | 1 682 | 372,47 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 210 565 | 3,93 | 18 753 | 2,23 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 054 | −12,93 | 361 | −14,25 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 2 967 | −2,63 | 264 | −4,00 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 147 167 | 0,25 | 13 107 | −1,39 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 3 909 | −8,88 | 348 | −10,31 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 19 548 | −0,94 | 1 741 | −2,58 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 45 504 | −4,22 | 4 053 | −5,79 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 986 | 0,47 | 266 | −1,49 | ||||
| 2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Clal Insurance Enterprises Holdings Ltd | 3 255 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 2 795 | −4,71 | 249 | −6,04 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 6 619 | −13,13 | 589 | −14,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 940 | −11,04 | 262 | −12,71 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 832 470 | 5,17 | 74 140 | 3,45 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 2 207 | −2,39 | 197 | −3,92 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 66 235 | −0,85 | 5 899 | −2,48 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 15 587 | −97,48 | 1 388 | −97,52 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 313 | 123,57 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 10 178 006 | −5,14 | 906 453 | −6,69 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 5 770 | −37,02 | 514 | −37,13 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 066 | 0,00 | 95 | −2,08 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 40 826 | 187,87 | 3 662 | 167,30 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 3 624 | 2,14 | 323 | 0,62 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 5 414 | −64,93 | 482 | −65,50 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 9 262 | 0,31 | 825 | 0,49 | ||||
| 2025-05-13 | 13F | SevenBridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 199 | 0,00 | 18 | 5,88 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 9 222 | −2,98 | 821 | −4,53 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 8 390 | −6,69 | 754 | 5,16 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 2 675 | 0,15 | 242 | 0,00 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2 570 | 0,00 | 229 | −1,72 | ||||
| 2025-07-16 | 13F | American National Bank | 3 774 | −3,03 | 336 | −4,55 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 583 | −2,67 | 52 | −5,56 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 642 | −37,67 | 57 | −38,71 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 3 190 | 0,00 | 284 | −1,39 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 6 561 | 57,04 | 584 | 54,50 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 439 840 | 1,84 | 39 172 | 0,17 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 323 666 | −2,76 | 28 826 | −4,35 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 3 680 | 0,55 | 328 | −1,21 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 89 444 | 1,94 | 7 966 | 0,28 | ||||
| 2025-04-30 | 13F | Values First Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 1 087 | −0,46 | 97 | −2,04 | ||||
| 2025-07-28 | 13F | Generali Asset Management SPA SGR | 960 | 0,00 | 85 | −1,16 | ||||
| 2025-07-24 | 13F | Conning Inc. | 40 350 | −1,45 | 3 594 | −3,08 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 55 284 | −23,20 | 4 924 | −24,46 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 5 140 | −0,66 | 458 | −2,35 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 4 699 | −0,25 | 419 | −1,88 | ||||
| 2025-08-14 | 13F | Kinloch Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Define Financial, Llc | 183 906 | 3,29 | 16 379 | 10,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 49 687 | 5,27 | 4 425 | 3,56 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 121 725 | 3,62 | 10 841 | 1,93 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 618 | 7,01 | 146 | 8,21 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 604 725 | −29,99 | 53 857 | −31,13 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 510 | −34,69 | 134 | −34,63 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 16 087 | 3,83 | 1 433 | 2,14 | ||||
| 2025-05-09 | 13F | W.H. Cornerstone Investments Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 8 037 129 | −7,36 | 715 787 | −8,88 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 273 | 10,53 | 24 | 9,09 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 498 | 2,91 | 579 | 1,23 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-10 | 13F | Polianta Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 45 273 | 0,84 | 4 032 | −0,79 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 15 988 | 1,21 | 1 424 | −0,49 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 8 569 | −2,67 | 763 | −4,27 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 20 580 | 175,47 | 1 833 | 171,01 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 63 796 | 0,24 | 5 682 | −1,41 | ||||
| 2025-08-11 | 13F | Fairfield University | 209 555 | 0,98 | 18 663 | −0,67 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11 950 | 8,85 | 1 064 | 7,15 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 7 556 | 0,00 | 673 | −1,75 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 1 159 | 0,00 | 103 | −0,96 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 9 458 | −7,23 | 842 | −8,78 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 56 355 | −1,72 | 5 019 | −3,33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 286 220 | 47,74 | 25 491 | 45,32 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 63 430 | 33,51 | 5 649 | 31,32 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Haverford Trust Co | 17 721 | −0,28 | 1 578 | −1,87 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 109 | 6,40 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 3 978 | 23,27 | 355 | 26,43 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 4 718 | −8,17 | 420 | −9,68 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 2 406 | −1,15 | 214 | −2,73 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 40 300 | 1,73 | 3 589 | 0,08 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 28 862 | 56,85 | 2 554 | 54,79 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 28 046 | −4,57 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 219 340 | 2,53 | 19 534 | 0,85 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 22 798 | 10,46 | 2 030 | 8,67 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 112 425 | 7,18 | 10 042 | 1,95 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 106 | 0,00 | 9 | 0,00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 5 455 | −10,37 | 486 | −11,98 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3 706 | 61,48 | 330 | 59,42 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 3 438 | −3,75 | 306 | −5,26 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 4 788 | 0,00 | 426 | −1,62 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 596 | −42,22 | 498 | −43,15 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio | 156 775 | 100,74 | 13 962 | 97,45 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 15 284 | 0,61 | 1 361 | −1,02 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 277 300 | −1,63 | 24 696 | −3,24 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 357 800 | −24,88 | 31 866 | −26,11 | |||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 178 | 0,00 | 283 | −1,39 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 13 865 | 1 235 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 34 | −77,03 | 3 | −76,92 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 9 627 | 1,86 | 857 | 0,23 | ||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 5 013 | −1,26 | 446 | −2,83 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 25 838 | −4,64 | 2 301 | −6,20 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 200 | 18 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 16 225 | −9,23 | 1 445 | −10,75 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 10 887 | 28,95 | 970 | 26,83 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 96 038 | −6,46 | 8 638 | −4,42 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 9 931 | −9,50 | 884 | −10,98 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 592 | 53 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 17 041 | −16,62 | 1 518 | −18,00 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 325 786 | −6,45 | 29 014 | −7,98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 249 157 | −14,22 | 22 | −15,38 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 1 258 | 13,13 | 112 | 11,00 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 70 572 | 0,00 | 6 285 | −1,63 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 21 261 | 78,11 | 1 894 | 75,28 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 40 679 | 1,93 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 22 459 | −47,78 | 2 000 | −48,63 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 825 347 | 0,94 | 73 505 | −0,71 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 833 | 0,00 | 519 | −1,70 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 690 | 0,00 | 329 | −1,80 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 7 147 | −0,74 | 636 | −2,30 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 6 677 | −5,45 | 595 | −7,04 | ||||
| 2025-08-12 | 13F | Bank OZK | 10 106 | 0,35 | 900 | −1,21 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 43 087 | 243,49 | 3 837 | 238,06 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 20 665 | −1,63 | 1 840 | −3,26 | ||||
| 2025-08-14 | 13F | VPR Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 73 793 | −20,76 | 6 572 | −22,05 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 71 356 | −7,68 | 6 568 | −4,44 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 3 600 | −75,34 | 321 | −75,78 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Firestone Capital Management | 169 548 | 2,64 | 15 100 | 0,96 | ||||
| 2025-08-05 | 13F | Bard Associates Inc | 3 679 | 12,30 | 328 | 10,47 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 16 222 | −3,47 | 1 445 | −5,06 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 47 108 | 116,62 | 4 195 | 113,16 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 25 436 | 0,40 | 2 265 | −1,22 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 905 | −2,91 | 704 | −4,48 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 67 360 | −12,57 | 6 | −16,67 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 70 441 | 2,80 | 6 274 | 1,13 | ||||
| 2025-08-13 | 13F | Standard Family Office LLC | 704 | 0,00 | 63 | −1,59 | ||||
| 2025-07-31 | 13F | City State Bank | 985 | 0,00 | 88 | −2,25 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 10 982 | 4,69 | 978 | 3,06 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 50 681 | 0,98 | 4 514 | −0,68 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 300 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 348 | 6,13 | 388 | 4,31 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 120 057 | −1,43 | 10 692 | −3,04 | ||||
| 2025-08-01 | 13F | Heritage Wealth Management, Inc./Texas | 79 843 | −23,42 | 7 122 | −24,57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 9 333 | −10,22 | 831 | −11,69 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 663 | 12,28 | 415 | 15,60 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 24 339 | −23,16 | 2 168 | −24,42 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7 026 | −6,79 | 626 | −8,36 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 53 963 | −4,68 | 4 806 | −6,24 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 60 519 | −27,69 | 5 390 | −28,88 | ||||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 19 368 | −15,53 | 1 725 | −16,92 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 6 664 | −3,62 | 593 | −5,12 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 10 687 | −4,47 | 952 | −6,03 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 109 643 | −1,66 | 9 765 | −3,27 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 494 688 | −4,53 | 44 057 | −6,09 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 48 283 | −15,02 | 4 300 | −16,39 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 8 586 | 17,57 | 770 | 16,34 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 128 495 | 5,37 | 11 444 | 3,65 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 70 972 | 0,00 | 6 321 | −1,63 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 117 | 0,00 | 10 | 0,00 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 308 678 | 24,03 | 27 491 | 22,01 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 18 696 | −2,71 | 1 665 | −4,26 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 54 733 | −8,77 | 4 879 | −10,18 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 5 864 | −22,19 | 526 | −23,02 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 3 240 | −22,65 | 289 | −24,01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 13 041 | 1,15 | 1 161 | −0,51 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 511 | 2,00 | 46 | 0,00 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 12 453 | −8,35 | 1 109 | −9,84 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 27 125 | 4,54 | 2 416 | 2,81 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 5 162 | −0,23 | 460 | −1,92 | ||||
| 2025-05-15 | 13F | Twin Tree Management, LP | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-05-14 | 13F | B&D White Capital Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 11 600 | −18,50 | 1 033 | −19,80 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 9 166 | 0,00 | 816 | −1,57 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 118 972 | 2,19 | 10 596 | 0,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 58 105 | 3,46 | 5 175 | 15,47 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 231 | −35,65 | 21 | −37,50 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 15 637 | 0,49 | 1 393 | −1,14 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 6 474 | −8,49 | 577 | −10,00 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 3 000 | 0,00 | 270 | 1,89 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 43 385 | −26,70 | 3 864 | −27,90 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 77 106 | 179,47 | 6 867 | 185,65 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 850 | 0,00 | 76 | −1,32 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 100 746 | 9,85 | 8 972 | 8,06 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 62 123 | −28,16 | 5 533 | −29,34 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2 917 | 1,28 | 260 | −0,38 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 16 759 | 0,00 | 1 493 | −1,65 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 90 244 | −3,35 | 8 037 | −4,92 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 26 684 | −4,11 | 2 377 | −5,68 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 405 312 | 35 | ||||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 461 305 | 7,14 | 41 084 | 5,39 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 2 897 | 13,25 | 258 | |||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16 606 | 1 479 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 66 340 | 8,93 | 5 908 | 7,15 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 26 799 | 3,72 | 2 387 | 2,01 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 153 662 | 0,66 | 13 685 | −0,98 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 8 076 | −55,33 | 719 | −56,05 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 3 082 | 3,63 | 274 | 1,86 | ||||
| 2025-07-29 | 13F | Mine & Arao Wealth Creation & Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Financial Advisory Corp | 133 772 | 0,98 | 11 914 | −0,67 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 67 931 | −6,37 | 6 050 | −7,90 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 20 739 | 8,22 | 1 847 | 6,46 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 300 | 0,00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 2 952 | −0,30 | 263 | −2,24 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 392 598 | −4,12 | 34 965 | −5,68 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 3 482 | 0,00 | 310 | −1,59 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 9 842 | −20,60 | 877 | −21,93 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 17 297 | −67,37 | 1 540 | −67,91 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 78 | −39,06 | 7 | −45,45 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 41 549 | 3,55 | 3 700 | 1,87 | ||||
| 2025-08-08 | 13F | Creative Planning | 13 676 143 | −3,77 | 1 217 997 | −5,34 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 43 756 | −0,71 | 3 897 | −2,33 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 202 768 | −1,53 | 18 059 | −3,14 | ||||
| 2025-05-15 | 13F | Finward Bancorp | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 4 444 | −8,39 | 396 | −2,47 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 7 320 | 4,18 | 653 | 2,67 | ||||
| 2025-08-04 | 13F | Balentine LLC | 7 341 | −24,09 | 654 | −25,37 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 21 657 | −31,47 | 1 929 | −32,61 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 56 | 5 | ||||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 2 617 | 1,32 | 233 | 0,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 7 999 | 1,20 | 712 | −0,42 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 4 239 | −11,36 | 378 | −12,73 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 9 759 | −2,59 | 869 | −4,08 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 13 482 | 10,08 | 1 221 | 19,02 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 142 740 | −1,54 | 12 712 | −3,15 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 50 231 | −5,97 | 4 474 | −7,51 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 5 717 725 | 8 739,34 | 113 | −98,07 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 101 868 | 0,72 | 9 | 0,00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 12 987 | −1,05 | 1 157 | −2,69 | ||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Mitsubishi UFJ Trust & Banking Corp | 0 | −100,00 | 0 | |||||
| 2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2 304 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 87 350 | −1,77 | 7 779 | −3,37 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 4 606 | 0,00 | 410 | −1,68 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 31 031 | 1,47 | 2 764 | −0,18 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 1 013 | −6,12 | 90 | −7,22 | ||||
| 2025-07-30 | 13F | Bayshore Asset Management, Llc | 74 398 | −3,65 | 6 626 | −5,24 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 250 590 | 4,54 | 22 318 | 2,83 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 9 543 | 850 | ||||||
| 2025-08-12 | 13F | Burk Holdings LLC | 3 425 | −7,86 | 305 | −9,23 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 310 | −8,28 | 28 | −10,00 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 200 | 0,00 | 18 | −5,56 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 13 889 | −1,41 | 1 237 | −3,06 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 702 | 0,00 | 419 | −1,65 | ||||
| 2025-05-15 | 13F | Benchmark Investment Advisors LLC | 10 824 | −5,14 | 980 | −3,64 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 32 325 | 77,56 | 2 879 | 74,64 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 23 482 | −0,18 | 2 091 | −1,78 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 2 332 | −96,45 | 208 | −96,52 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 600 | 0,00 | 53 | −1,85 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 7 699 | 0,25 | 686 | −1,44 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 19 455 | 0,84 | 1 733 | −0,80 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 2 504 | 0,89 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 74 500 | −14,27 | 6 635 | −15,67 | |||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 195 424 | −27,17 | 17 405 | −28,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 124 500 | −25,89 | 11 088 | −27,11 | |||
| 2025-08-14 | 13F | Landmark Investment Partners, L.p. | Put | 154 000 | 64,53 | 13 715 | 61,85 | |||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 407 | 0,00 | 214 | −1,38 | ||||
| 2025-04-22 | NP | TIGGX - Goldman Sachs Tax-Advantaged Global Equity Portfolio Institutional | 2 099 | −74,94 | 197 | −76,03 | ||||
| 2025-07-23 | 13F | Austin Asset Management Co Inc | 208 246 | 3,24 | 18 546 | 1,56 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 38 798 | −1,90 | 3 455 | −3,49 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 30 218 | −6,18 | 2 691 | −7,72 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 17 008 | −15,39 | 1 515 | −16,81 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 3 478 | −15,93 | 310 | −17,38 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 325 849 | 24,00 | 29 020 | 21,97 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5 189 | 21,89 | 462 | 20,00 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 27 943 | −3,94 | 2 489 | −5,51 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 518 | −26,07 | 224 | −27,27 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16 462 | −2,44 | 1 466 | −3,99 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 102 412 | −12,77 | 9 121 | −14,21 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 9 882 | −13,96 | 880 | −15,38 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Arjuna Capital | 1 | 0,00 | 0 | |||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 6 634 | 0,41 | 591 | 0,34 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 12 507 | −2,30 | 1 114 | −3,97 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19 626 | 10,68 | 1 748 | 8,85 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 3 324 | 0,94 | 296 | −0,67 | ||||
| 2025-04-22 | NP | GIDGX - Goldman Sachs Enhanced Dividend Global Equity Portfolio Institutional | 197 | −76,46 | 18 | −78,05 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 47 082 | 6,38 | 4 193 | 4,64 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 59 | 5 | ||||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 5 179 | 10,14 | 461 | 8,47 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 12 010 | 0,07 | 1 070 | 7,97 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 1 434 | 0,00 | 128 | −1,55 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 28 859 | −27,69 | 2 570 | −28,87 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 13 270 | −28,82 | 1 182 | −28,86 | ||||
| 2025-07-09 | 13F | Exchange Bank | 4 300 | −12,01 | 383 | −13,57 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 8 819 | 8,34 | 785 | 6,66 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 21 467 | 25,69 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 12 883 | 19,18 | 1 147 | 17,28 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 2 543 | −99,14 | 226 | −99,16 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 54 276 | 0,79 | 4 834 | −0,86 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 4 116 | 0,49 | 367 | −1,08 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 5 195 | 0,80 | 463 | −0,86 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 44 038 | 1,41 | 4 344 | 10,51 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 10 826 | −31,03 | 966 | −32,09 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 4 939 | −1,28 | 440 | −2,88 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3 869 | 0,05 | 345 | −1,71 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 37 013 | −1,13 | 3 296 | −2,74 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 56 401 | 5 023 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 7 088 | −26,40 | 631 | −27,64 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 49 357 | 10,94 | 4 396 | 9,11 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 1 378 736 | 5,91 | 122 790 | 4,18 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 36 573 | −7,59 | 3 257 | −9,10 | ||||
| 2025-08-14 | 13F | Perbak Capital Partners LLP | 45 750 | 83,76 | 4 074 | 80,75 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 40 244 | −2,46 | 3 584 | −4,04 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 956 | 1,06 | 1 154 | −0,60 | ||||
| 2025-05-28 | NP | GHTA - Goose Hollow Tactical Allocation ETF | 15 816 | 1 432 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 1 428 | −6,05 | 127 | −7,30 | ||||
| 2025-06-03 | 13F | Invst, LLC | 19 730 | −81,91 | 1 786 | −81,62 | ||||
| 2025-05-15 | 13F | Marshall Wace, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 5 000 | −16,78 | 445 | −18,05 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13 315 | 0,14 | 1 186 | −1,50 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 2 447 | −8,35 | 218 | −9,96 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 462 | −27,13 | 41 | −28,07 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 8 047 | −0,89 | 717 | −2,59 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 116 842 | −17,35 | 10 406 | −18,70 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 355 | −11,47 | 31 | −13,89 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 727 | 0,55 | 65 | −1,54 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 930 | −20,29 | 439 | −21,47 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 8 155 | 34,93 | 726 | 32,72 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 10 710 | 28,60 | 954 | 26,39 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 2 626 | −4,79 | 238 | −3,27 | ||||
| 2025-07-07 | 13F | General Partner, Inc. | 12 632 | 6 216,00 | 1 125 | 6 150,00 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 119 533 | 1,76 | 10 646 | 0,09 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 6 501 | 0,46 | 579 | −1,20 | ||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 3 260 | 0,00 | 290 | −1,69 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5 051 917 | 0,20 | 449 924 | −1,43 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 208 194 | 3,88 | 18 677 | 2,93 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Advanced Strategies Portfolio | 228 426 | −17,02 | 20 344 | −18,38 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 9 670 | −1,77 | 861 | −3,37 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 289 | 80,62 | 26 | 78,57 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 478 | −35,92 | 43 | −37,31 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 55 271 | 22,14 | 4 922 | 20,14 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 200 677 | 92,18 | 17 872 | 89,04 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 817 | 14,98 | 251 | 13,12 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 34 675 | 16,86 | 3 088 | 14,97 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 10 436 | 0,00 | 929 | −1,59 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 17 192 | −4,67 | 1 531 | −6,19 | ||||
| 2025-08-07 | 13F | Nwam Llc | 32 071 | 10,37 | 2 900 | 10,23 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 77 | 0,00 | 7 | −14,29 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 500 | 0,00 | 134 | −1,48 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 387 069 | 1,50 | 34 472 | −0,16 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 7 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 69 597 | −6,34 | 6 198 | −7,88 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 948 | 0,46 | 166 | 3,75 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 4 574 | −47,07 | 407 | −47,95 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 19 713 | −39,55 | 1 756 | −40,55 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 165 852 | −0,76 | 14 771 | −2,39 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 256 | 0,00 | 23 | −4,35 | ||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 28 266 | 4,73 | 2 517 | 3,03 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 49 467 | 2,59 | 4 479 | 4,26 | ||||
| 2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 5 087 | −1,76 | 453 | −3,21 | ||||
| 2025-04-18 | 13F | Cushing Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 3 790 | −2,60 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 7 423 | −14,03 | 661 | −15,36 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 74 678 | 11,29 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 1 234 677 | 0,41 | 109 960 | −1,24 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 39 654 | 1,85 | 3 532 | 0,20 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 122 957 | −0,63 | 10 951 | −2,26 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 2 843 | 0,00 | 253 | −1,56 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 5 439 | 0,00 | 484 | −1,63 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 2 313 | 0,96 | 206 | −0,48 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 3 054 | −13,85 | 272 | −15,31 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 8 723 | −1,64 | 777 | −3,24 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 57 716 | 5,48 | 5 140 | 3,75 | ||||
| 2025-07-11 | 13F | CMH Wealth Management LLC | 47 240 | −4,61 | 4 207 | −6,16 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 5 379 | 0,47 | 479 | −1,03 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 315 178 | 0,59 | 28 070 | −1,05 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 153 331 | 1,50 | 13 654 | −0,15 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 26 790 | 2 386 |
