Grundläggande statistik
| Institutionella ägare | 2204 total, 2200 long only, 0 short only, 4 long/short - change of 1,99% MRQ |
| Genomsnittlig portföljallokering | 0.8780 % - change of −3,71% MRQ |
| Institutionella aktier (lång) | 200 975 534 (ex 13D/G) - change of 16,26MM shares 8,81% MRQ |
| Institutionellt värde (lång) | $ 53 708 864 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) har 2204 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 200,975,534 aktier. Största aktieägare inkluderar Wells Fargo & Company/mn, Jones Financial Companies Lllp, Bank Of America Corp /de/, Creative Planning, Morgan Stanley, Northwestern Mutual Wealth Management Co, Raymond James Financial Inc, UBS Group AG, Us Bancorp \de\, and Ameriprise Financial Inc .
Vanguard Index Funds - Vanguard Mid-Cap ETF (ARCA:VO) 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 19, 2025 is 291,48 / share. Previously, on September 23, 2024, the share price was 263,02 / share. This represents an increase of 10,82% 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.
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 57 084 | 1,13 | 16 | 14,29 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 8 381 | −12,68 | 2 345 | −5,52 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 59 878 | −4,14 | 16 756 | 3,72 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 5 544 | −0,27 | 1 551 | 7,93 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 1 243 | 0,00 | 348 | 8,10 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 9 235 | −8,18 | 2 584 | −0,65 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 319 | 13,24 | 930 | 22,85 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 5 138 | −19,50 | 1 438 | −12,91 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1 747 | 0,00 | 489 | 8,20 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 128 273 | 2,03 | 36 202 | 26,00 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 471 | 0,00 | 132 | 8,26 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 11 573 | 10,02 | 3 238 | 19,00 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 3 891 | −0,77 | 1 089 | 7,30 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 16 790 | 6,62 | 4 706 | 15,55 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 68 263 | −13,00 | 19 102 | −5,87 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 566 | 17,30 | 438 | 26,96 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 63 532 | −1,17 | 17 778 | 6,94 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 3 177 | 18,77 | 894 | 39,69 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 13 029 | −1,72 | 3 660 | 6,74 | ||||
| 2025-07-14 | 13F | Border to Coast Pensions Partnership Ltd | 1 210 150 | 0,00 | 339 | 8,33 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 716 | 41,22 | 200 | 52,67 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 34 620 | 0,62 | 9 688 | 8,87 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 36 473 | 4,37 | 10 206 | 12,94 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 8 484 | 8,39 | 2 374 | 17,24 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 1 694 | −21,57 | 474 | −15,05 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 884 | −7,05 | 527 | 0,57 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 6 466 | −6,18 | 319 | −21,29 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 1 352 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 26 744 | 87,48 | 7 484 | 102,02 | ||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 18 230 | −0,86 | 5 101 | 15,56 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 9 680 | −0,62 | 2 709 | 7,55 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 29 670 | −12,85 | 8 303 | −5,70 | ||||
| 2025-08-11 | 13F | Performa Ltd (US), LLC | 159 432 | 9,52 | 44 614 | 18,50 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 2 378 | 29,31 | 665 | 40,00 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 4 147 | 0,00 | 1 160 | 8,21 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 1 850 | −55,52 | 534 | −51,19 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 061 | −14,62 | 857 | −7,66 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 149 905 | −3,22 | 42 108 | 5,11 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 2 449 | 7,51 | 685 | 16,30 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 20 595 | 3,37 | 5 763 | 11,84 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 51 935 | 69,37 | 14 533 | 83,25 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 1 906 | 68,23 | 533 | 81,91 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 9 623 | 29,87 | 2 693 | 40,50 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 6 328 | 0,00 | 1 778 | 8,62 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 58 058 | −0,78 | 16 246 | 7,36 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 142 232 | 1 168,57 | 39 801 | 1 272,89 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 16 537 | 5,56 | 4 277 | −0,60 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 8 496 | −11,56 | 2 378 | −4,31 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 714 | −4,88 | 480 | 2,79 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 5 490 | 0,00 | 1 536 | 8,25 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 925 | 0,00 | 259 | 7,95 | ||||
| 2025-08-12 | 13F | Bokf, Na | 80 453 | 7,75 | 22 513 | 16,59 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 8 077 | 10,01 | 2 269 | 19,49 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 57 567 | 4,97 | 16 109 | 13,58 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 52 614 | 29,36 | 14 723 | 39,97 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 7 752 | 1,52 | 2 169 | 9,88 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 1 218 | 32,39 | 341 | 43,46 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 4 583 | 20,38 | 1 283 | 30,39 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 268 263 | 1,27 | 75 068 | 9,58 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 13 175 | 4,27 | 3 687 | 12,83 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 284 | −3,73 | 80 | 3,95 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 758 | −2,32 | 212 | 6,00 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 11 848 | 0,00 | 3 328 | 8,62 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 88 864 | −3,47 | 24 867 | 4,44 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 6 172 | −2,37 | 1 727 | 5,69 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 40 920 | 3,04 | 11 494 | 11,92 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 51 585 | 2,32 | 14 435 | 23,23 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 9 398 | 3,48 | 2 630 | 11,97 | ||||
| 2025-07-28 | 13F | Essex LLC | 5 356 | 562,87 | 1 499 | 620,19 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 13 537 | 0,32 | 3 788 | 8,57 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 6 598 | −0,78 | 2 | 0,00 | ||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 6 397 | −16,53 | 1 797 | −9,33 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 126 681 | 0,47 | 35 451 | 8,71 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 564 980 | 4 275,01 | 717 758 | 4 633,93 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 1 290 | 0,00 | 361 | 8,11 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 3 377 | 31,76 | 945 | 42,60 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 4 004 | 0,00 | 1 120 | 8,21 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 9 252 | −0,02 | 2 589 | 8,15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 382 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 803 | 18,54 | 520 | 38,40 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 19 994 | −0,08 | 5 595 | 8,10 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 8 834 | 175,37 | 2 472 | 198,19 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 1 838 | −1,34 | 514 | 6,86 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 1 560 | 40,54 | 437 | 51,92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 699 | −2,12 | 1 035 | 5,94 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 47 | 0,00 | 13 | 8,33 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3 025 | 0,00 | 846 | 8,18 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 92 157 | −24,11 | 25 885 | −17,58 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 6 918 | 1 969 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 878 | 805 | ||||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 5 375 | −1,03 | 1 504 | 7,12 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 1 265 | −0,08 | 354 | 8,26 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 3 743 | 5,08 | 1 047 | 13,68 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 140 650 | 3,05 | 39 358 | 11,51 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3 261 | 8,37 | 913 | 17,22 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 10 942 | −1,74 | 3 062 | 6,32 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 431 | 6,16 | 121 | 14,29 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 479 993 | −5,02 | 134 317 | 2,77 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 13 476 | 125,80 | 3 771 | 144,33 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 68 384 | 4,06 | 19 136 | 12,59 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 428 | 39,73 | 0 | |||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 4 551 | −10,25 | 1 274 | −2,90 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 304 | −36,00 | 85 | −30,33 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 32 504 | 3,78 | 9 096 | 12,30 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 179 | 0,00 | 890 | 8,15 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 121 452 | 26,88 | 33 986 | 37,29 | ||||
| 2025-05-07 | 13F | Nvwm, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 397 | 8,72 | 391 | 17,47 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 8 041 443 | 0,12 | 2 250 237 | 8,34 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 2 609 | −3,69 | 730 | 4,29 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 521 | 51,19 | 426 | 63,46 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 1 005 | 6,12 | 281 | 14,23 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 22 | 6 | ||||||
| 2025-04-28 | 13F | Vontobel Holding Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 365 | 20,86 | 102 | 30,77 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 1 143 | 0,00 | 320 | 8,14 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 1 397 | 0,00 | 391 | 8,03 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 731 640 | 1,62 | 204 735 | 9,95 | ||||
| 2025-05-12 | 13F | Johnson Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 3 830 | −0,39 | 1 072 | 7,75 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 224 | −5,04 | 343 | 2,70 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 623 | 33,12 | 175 | 44,63 | ||||
| 2025-08-11 | 13F | Beaumont Capital Management, LLC | 19 338 | 1,41 | 5 411 | 9,73 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 14 154 | −4,62 | 3 961 | 3,21 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3 049 | 0,00 | 853 | 8,25 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 201 | 617,86 | 56 | 700,00 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 4 679 | 15,56 | 1 309 | 25,02 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 7 608 | −1,68 | 2 129 | 6,40 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 31 208 | 0,69 | 8 733 | 8,95 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 2 480 | 31,63 | 694 | 42,30 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 3 410 | −1,42 | 882 | −3,50 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 86 019 | 8,13 | 24 163 | 17,45 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 33 382 | −7,34 | 9 341 | 0,27 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 54 124 | −0,94 | 15 146 | 7,18 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 424 700 | 30,92 | 119 | 42,17 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 37 619 | 0,09 | 10 527 | 8,29 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 110 | 31 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 1 460 | −3,88 | 409 | 4,08 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 46 702 | 1,57 | 13 069 | 9,90 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5 301 | −3,74 | 1 483 | 4,14 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 2 811 | 2,22 | 787 | 10,55 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 6 524 | 6,90 | 1 826 | 13,28 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 44 968 | 8,22 | 12 583 | 17,09 | ||||
| 2025-04-21 | 13F | Roberts Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Gainplan LLC | 10 062 | −36,04 | 2 816 | −30,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 106 636 | 1,24 | 29 840 | 9,55 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 1 090 | 0,00 | 305 | 8,54 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 8 872 | −0,22 | 2 483 | 7,96 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 49 489 | 5,19 | 13 852 | 13,85 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 1 024 | 0,00 | 286 | 8,33 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 6 263 | −13,07 | 1 753 | −5,96 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 58 741 | −1,53 | 16 500 | 6,95 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 999 | −27,82 | 0 | |||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 862 | 29,85 | 523 | 41,08 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 7 929 | −8,54 | 2 219 | −1,07 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 591 | 447 | ||||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 2 285 | 0,00 | 639 | 8,31 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 179 | −18,66 | 611 | −11,85 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 120 | 0,00 | 34 | 6,45 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 12 570 | 1,10 | 3 517 | 9,39 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1 533 | −22,42 | 429 | −16,24 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 11 583 | 2,73 | 3 241 | 11,15 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1 374 | −42,17 | 363 | −41,04 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 972 | 0,00 | 272 | 7,97 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 34 527 | −2,37 | 9 662 | 5,63 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 3 700 | −40,26 | 1 035 | −35,35 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 10 244 | 22,95 | 2 867 | 33,05 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 227 | −18,04 | 343 | −11,37 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 770 | 215 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10 946 | 4,34 | 3 063 | 12,90 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 1 022 | 0,00 | 286 | 7,95 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 3 671 | 1,35 | 1 027 | 9,72 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 2 716 | 24,13 | 760 | 34,51 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 32 746 | 0,50 | 9 194 | 9,10 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 32 422 | −1,49 | 9 | 12,50 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 152 | −49,83 | 43 | −46,15 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 1 014 | 0,40 | 286 | 11,72 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 122 | 34 | ||||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 9 | −89,41 | 3 | −90,91 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 8 905 | 30,19 | 2 492 | 40,87 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 6 201 | −0,53 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 1 157 | 4,80 | 324 | 13,33 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 9 478 | 0,17 | 2 652 | 8,38 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 66 944 | 12,67 | 18 733 | 21,79 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 2 778 | 0,00 | 777 | 8,22 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 89 | 0,00 | 25 | 8,70 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 1 596 | 0,00 | 447 | 8,25 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 71 | −51,03 | 20 | −48,65 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 32 169 | 37,70 | 9 002 | 49,00 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 4 334 | 19,16 | 1 213 | 28,94 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 70 698 | −0,00 | 19 783 | 109 805,56 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 1 486 | −52,99 | 0 | |||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 2 756 | 3,88 | 771 | 12,39 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 7 898 | 3,05 | 2 210 | 11,50 | ||||
| 2025-04-02 | 13F/A | Industrial Alliance Investment Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Essex Savings Bank | 8 187 | 0,00 | 2 291 | 8,17 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 387 | −1,28 | 388 | 6,89 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 193 818 | 14,90 | 54 | 25,58 | ||||
| 2025-04-16 | 13F | Jackson Square Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 632 | 36,50 | 177 | 47,90 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 473 570 | 2,51 | 971 848 | 10,90 | ||||
| 2025-04-30 | 13F | CFO4Life Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 3 208 | 898 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 1 286 | −0,69 | 360 | 7,16 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 27 285 | −1,19 | 7 635 | 6,92 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 26 132 | −0,29 | 7 313 | 7,89 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 11 219 | −2,49 | 3 166 | 6,06 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 1 345 | 0 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 914 | 0,00 | 256 | 8,05 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 225 957 | −1,47 | 63 229 | 6,61 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 719 | 203 | ||||||
| 2025-07-22 | 13F | Gratus Wealth Advisors, LLC | 39 253 | −0,12 | 10 984 | 8,08 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 5 237 | 10,35 | 1 465 | 19,40 | ||||
| 2025-07-18 | 13F | United Bank | 30 104 | −2,49 | 8 424 | 5,51 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 11 399 | 1,80 | 3 190 | 10,16 | ||||
| 2025-07-16 | 13F | First American Bank | 12 928 | −7,74 | 3 618 | −0,19 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 3 596 | 1 006 | ||||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1 086 | 0,00 | 304 | 8,21 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 6 038 | 0,00 | 1 690 | 8,20 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 83 131 | 1,78 | 23 263 | 10,13 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 1 226 | −55,85 | 343 | −52,23 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 777 | 488,64 | 217 | 538,24 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 1 252 | 0,00 | 350 | 8,36 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 813 | 231 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 1 056 | 0,09 | 295 | 8,46 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 88 310 | −1,83 | 25 256 | 7,84 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 133 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | City Holding Co | 16 351 | −0,41 | 4 575 | 7,77 | ||||
| 2025-05-14 | 13F | Toroso Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 16 394 | 9,29 | 4 587 | 18,25 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 365 | −3,05 | 382 | 4,95 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1 560 | −1,83 | 403 | −3,82 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 1 120 | −35,85 | 315 | −30,38 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 1 713 | −0,23 | 479 | 7,88 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 1 274 | 356 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 1 837 | 514 | ||||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 11 340 | 0,89 | 3 173 | 9,19 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 044 | 31,98 | 292 | 43,14 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 10 764 | −6,24 | 3 012 | 1,45 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 94 714 | 29,36 | 26 504 | 39,96 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 1 108 | −28,38 | 310 | −22,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 222 | 5,59 | 7 897 | 14,25 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 158 115 | 12,38 | 44 257 | 21,63 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 1 480 | 0,00 | 0 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5 021 | −1,26 | 1 405 | 6,84 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 13 880 | −1,01 | 3 932 | 15,14 | ||||
| 2025-07-24 | 13F | FinDec Wealth Services, Inc. | 17 586 | −9,42 | 4 921 | −1,97 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 38 897 | −4,28 | 11 | 0,00 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 51 815 | 0,41 | 14 499 | 8,65 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 1 712 | −18,55 | 479 | −11,95 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 77 374 | 34,99 | 21 837 | 54,45 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 1 178 | 0,00 | 330 | 8,22 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 8 564 | 0,00 | 2 396 | 8,22 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 57 384 | 20,80 | 14 841 | 18,28 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11 186 | 12,01 | 3 142 | 21,69 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 174 | −12,35 | 1 168 | −5,12 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 9 284 | 37,50 | 2 598 | 48,74 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2 111 | −16,82 | 598 | −3,24 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 14 147 | −1,46 | 3 959 | 6,63 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 2 613 | −2,65 | 731 | 5,33 | ||||
| 2025-07-16 | 13F | Cove Private Wealth, LLC | 1 600 | 0,00 | 448 | 8,23 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 1 595 | −7,16 | 446 | 0,45 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 433 | 52,46 | 121 | 65,75 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 1 958 | −3,02 | 548 | 4,79 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 3 170 | 92,12 | 887 | 108,22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 3 467 | 0,14 | 970 | 8,38 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 18 378 | −2,74 | 4 753 | −4,77 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 366 230 | 0,89 | 102 484 | 9,16 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 044 | 120,74 | 870 | 146,18 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | First PREMIER Bank | 23 518 | 2,66 | 7 | 20,00 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 29 576 | 194,85 | 7 574 | 174,02 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 4 939 | 0,20 | 1 382 | 8,48 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 353 | −41,85 | 99 | −37,18 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 187 020 | 3,07 | 52 334 | 11,52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 87 866 | −1,19 | 24 587 | 6,91 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 8 412 | 7,09 | 2 354 | 15,85 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 29 947 | −0,76 | 8 484 | 14,17 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 884 | 3,12 | 6 124 | 11,57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 595 354 | −1,34 | 166 598 | 6,75 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 172 994 | 8,00 | 48 409 | 16,85 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6 238 | −12,30 | 1 746 | −5,11 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 8 142 | 9,46 | 2 291 | 24,92 | ||||
| 2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 404 194 | 0,00 | 113 106 | 8,20 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 24 779 833 | 3,41 | 6 934 141 | 11,89 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 1 800 | 504 | ||||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 14 008 | 12,72 | 3 920 | 21,97 | ||||
| 2025-08-14 | 13F | Wallace Capital Management Inc. | 765 | −16,03 | 214 | −8,94 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 48 282 | 3,54 | 13 511 | 12,03 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 103 197 | −0,39 | 28 878 | 7,78 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 75 559 | −3,65 | 19 541 | −3,65 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 15 538 | −3,41 | 4 348 | 4,52 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 31 023 | −6,62 | 8 682 | 1,05 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 13 897 | −0,19 | 3 889 | 8,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 122 315 | −0,42 | 34 227 | 7,74 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 470 | −20,32 | 691 | −13,73 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 104 576 | 2,63 | 29 264 | 11,04 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 129 | 84,29 | 36 | 100,00 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 8 833 | −20,50 | 2 472 | −15,78 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 25 049 | 3,00 | 7 010 | 11,45 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3 425 | 958 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 67 395 | 3,23 | 18 859 | 11,70 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 1 430 | −7,68 | 400 | 0,00 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 36 107 | 1,70 | 10 104 | 10,03 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 226 | 343 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 609 | 61,71 | 463 | 86,29 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 16 042 | −1,30 | 4 489 | 6,80 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 125 | −3,85 | 35 | 3,03 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 7 294 | 2,47 | 2 041 | 10,92 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 98 950 | 1,92 | 27 688 | 10,28 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 2 782 | 33,30 | 778 | 44,34 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 13 898 | 1,27 | 3 904 | 9,97 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 13 655 | 1,61 | 3 821 | 9,96 | ||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1 059 | 0,00 | 296 | 8,42 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 13 435 | −6,17 | 3 759 | 1,51 | ||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 849 | −49,34 | 238 | −45,27 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 760 | 213 | ||||||
| 2025-08-14 | 13F | 10Elms LLP | 640 | 0,00 | 179 | 8,48 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 1 126 | 0,18 | 291 | −1,69 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 2 925 | −9,13 | 818 | −1,68 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 6 193 | 0,00 | 1 733 | 8,18 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 2 328 | −2,72 | 651 | 5,34 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 980 | 6,75 | 274 | 15,61 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 13 900 | 0,98 | 4 | 0,00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 127 | 0,00 | 36 | 9,38 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 1 115 | 312 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 955 | −84,97 | 267 | −83,75 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 8 168 | 0,46 | 2 286 | 8,71 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7 133 | 1 996 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1 243 | 0,00 | 348 | 8,10 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 36 520 | −1,08 | 10 219 | 7,03 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 18 024 | 3,09 | 5 044 | 11,55 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 768 | 215 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 305 492 | 11,89 | 85 486 | 21,06 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Main Management LLC | 459 | −43,12 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 321 485 | 4,92 | 89 961 | 13,53 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 4 464 | 25,36 | 1 249 | 35,76 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 1 915 | 4,93 | 536 | 13,59 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 412 | −4,24 | 955 | 3,58 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 28 214 | 408,54 | 7 895 | 450,56 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 115 933 | −22,66 | 32 442 | −16,32 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 44 355 | 40,31 | 12 430 | 51,93 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 7 839 | 28,40 | 2 194 | 38,97 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 1 007 | 0,00 | 282 | 8,08 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 514 | 0,00 | 144 | 8,33 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 49 506 | 1,60 | 13 853 | 9,94 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 267 | 1 470,59 | 75 | 1 750,00 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 6 820 | 0,78 | 1 908 | 9,03 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 18 801 | −3,42 | 5 261 | 4,51 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 3 805 | −10,68 | 1 065 | −3,36 | ||||
| 2025-07-22 | 13F | Hillman Co | 59 730 | −17,93 | 16 714 | −11,19 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 6 368 | 2,53 | 1 782 | 10,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 79 | 0,00 | 22 | 10,00 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 2 018 | −14,82 | 566 | −7,68 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 765 000 | 17,08 | 214 070 | 26,68 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 3 480 | −16,59 | 974 | −9,74 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 10 154 | −9,23 | 2 841 | −1,80 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 437 | 1,28 | 1 242 | 9,53 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 196 | 0,00 | 56 | 12,00 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 19 609 | 35,52 | 5 487 | 46,67 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 726 | 0,00 | 203 | 8,56 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 2 401 | −12,34 | 672 | −5,23 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 897 | 0,00 | 252 | 8,66 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 170 804 | 8,07 | 47 796 | 16,93 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 075 | 1 360,89 | 3 659 | 1 450,00 | ||||
| 2025-08-12 | 13F | Barr E S & Co | 750 | 210 | ||||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 9 586 | 0,48 | 2 682 | 8,72 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 195 | 0,00 | 334 | 8,09 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 8 979 | −1,16 | 2 513 | 6,98 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 870 | −1,68 | 523 | 6,52 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 8 986 | 3,63 | 2 515 | 12,13 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 188 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 239 614 | 3,73 | 67 051 | 12,24 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 2 110 | 0,00 | 590 | 8,26 | ||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 1 118 | −5,81 | 313 | 1,96 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 825 | −40,56 | 231 | −35,93 | ||||
| 2025-05-13 | 13F | C V Starr & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 45 256 | −1,59 | 12 822 | 7,80 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6 948 | −1,82 | 1 944 | 6,23 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 5 042 | −1,35 | 1 411 | 4,52 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4 352 | 0,02 | 1 218 | 8,18 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1 978 | −1,20 | 554 | 6,96 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 425 | 84,78 | 119 | 101,69 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 870 194 | −0,96 | 243 506 | 7,16 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 77 165 | −6,89 | 21 593 | 0,74 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 2 400 | −0,50 | 672 | 7,70 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 6 274 | 5,41 | 1 623 | −0,92 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 3 930 | −7,59 | 1 100 | −0,09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 898 | −12,73 | 251 | −5,64 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 070 | 299 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 4 726 | −13,85 | 1 322 | −6,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 92 806 | 0,02 | 25 970 | 8,22 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 24 485 | −4,79 | 6 852 | 3,02 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 3 707 | −0,16 | 1 060 | 10,42 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 117 149 | 5,22 | 32 782 | 13,85 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 817 | 0,00 | 229 | 8,06 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 48 071 | 2,96 | 13 452 | 11,40 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 10 650 | 4,26 | 2 980 | 12,84 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 363 792 | 5,86 | 101 800 | 14,54 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 198 | −17,84 | 55 | −11,29 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1 780 | 498 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 14 294 | −48,43 | 4 000 | −44,21 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 11 285 | 2,28 | 3 158 | 10,66 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 5 020 | 18,70 | 1 405 | 28,45 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 39 | 11,43 | 11 | 22,22 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 3 600 | −67,86 | 1 007 | −65,23 | |||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 17 255 275 | 3,79 | 4 828 544 | 12,30 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 2 717 | 8,03 | 760 | 17,65 | ||||
| 2025-07-30 | 13F | Bcm Advisors, Llc | 10 647 | 5,82 | 3 065 | 16,81 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 62 758 | −1,37 | 17 562 | 6,71 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 5 832 | 0,00 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 586 | 6,74 | 0 | |||||
| 2025-08-11 | 13F | Intrust Bank Na | 67 918 | 14,39 | 19 005 | 23,77 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 10 660 | −8,11 | 2 983 | −2,64 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1 944 | 10,39 | 544 | 19,34 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 60 645 | −36,61 | 16 970 | −31,42 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 18 | −79,55 | 5 | −82,61 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 3 450 | −83,37 | 965 | −82,01 | ||||
| 2025-06-24 | NP | MDAKX - MainStay Moderate ETF Allocation Fund Class C | 44 986 | −2,05 | 11 520 | −8,99 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 64 110 | 8,19 | 18 | 20,00 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 1 081 | 1,41 | 302 | 9,82 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 322 | 39,39 | 90 | 52,54 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 1 050 | 0,00 | 297 | 23,85 | ||||
| 2025-07-16 | 13F | American National Bank | 712 | −9,64 | 199 | −1,97 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 185 | −6,00 | 1 200 | 4,26 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 6 562 | 1,47 | 1 836 | 9,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 152 | 22,99 | 1 162 | 32,99 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 1 107 | −0,36 | 310 | 7,67 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 843 | 236 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 15 311 | 4 284 | ||||||
| 2025-07-17 | 13F | Blossom Wealth Management | 3 401 | 4,42 | 952 | 12,95 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 154 | 8,15 | 323 | 17,09 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 20 057 | −0,21 | 5 615 | 8,02 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 538 132 | 0,82 | 150 585 | 9,09 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 49 883 | 66,43 | 13 959 | 80,08 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 17 496 | 0,42 | 4 896 | 8,66 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 105 | 0,00 | 29 | 7,41 | ||||
| 2025-06-24 | NP | MOEAX - MainStay Growth ETF Allocation Fund Class A | 57 306 | −0,45 | 14 675 | −7,50 | ||||
| 2025-07-24 | 13F | Conning Inc. | 10 535 | 0,00 | 2 948 | 8,22 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 3 658 | 0,41 | 1 024 | 8,60 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 480 | 3,42 | 1 254 | 11,88 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 772 | 216 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 40 761 | −13,24 | 11 406 | −6,12 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 21 052 | 1,97 | 5 891 | 10,32 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 7 214 | 41,09 | 2 019 | 52,65 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 31 493 | −15,23 | 8 813 | −8,28 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 20 042 | 0,00 | 5 608 | 8,20 | ||||
| 2025-08-12 | 13F | First Long Island Investors, LLC | 890 | 0,00 | 249 | 8,26 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 1 226 | 0,00 | 343 | 8,20 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1 602 | 0,00 | 448 | 8,21 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 281 | 14,23 | 79 | 21,88 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 1 223 | 0,00 | 342 | 8,23 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3 480 | 0,00 | 974 | 8,23 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 146 011 | −6,66 | 600 518 | 0,99 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 921 472 | 16,27 | 258 329 | 26,03 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 1 650 | −3,45 | 462 | 4,54 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 1 566 | 12,10 | 438 | 21,33 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 1 735 | 0,41 | 485 | 8,74 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 58 805 | 2,42 | 16 455 | 10,82 | ||||
| 2025-05-15 | 13F | Icon Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 9 094 | 2,90 | 2 545 | 11,33 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 990 | 0,00 | 277 | 12,60 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 4 765 | 0,00 | 1 333 | 8,20 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 46 558 | 9,57 | 13 205 | 20,18 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 1 896 | −6,42 | 532 | 1,34 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 2 708 | −0,84 | 758 | 7,22 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 5 140 | −20,16 | 1 329 | −21,82 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 3 422 | −29,30 | 958 | −23,50 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 26 494 | 9,89 | 7 414 | 18,89 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 3 184 | −0,44 | 891 | 7,62 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 1 385 | 0,00 | 388 | 8,10 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1 213 | 0,00 | 339 | 8,31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 54 930 | 1,37 | 15 371 | 9,69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 197 230 | 2,02 | 55 191 | 10,39 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 9 977 | 1,08 | 2 792 | 9,37 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 141 | −13,49 | 599 | −6,41 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 568 | 0,00 | 159 | 8,22 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 165 | 0,84 | 606 | 9,01 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 12 786 | 2,10 | 3 578 | 10,47 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 374 | −93,30 | 385 | −92,91 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14 820 | 18,58 | 4 147 | 28,31 | ||||
| 2025-08-14 | 13F | Acas, Llc | 3 590 | −7,28 | 1 036 | 4,12 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 725 | −11,15 | 203 | −4,27 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 674 | 14,31 | 1 028 | 23,59 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 10 353 | 2,12 | 3 | 0,00 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3 864 | 999 | ||||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 18 105 | 1,79 | 5 | 25,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 19 040 | 10,62 | 5 328 | 19,68 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 12 223 | −26,33 | 3 420 | −20,28 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 10 988 | 1,98 | 3 075 | 10,34 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 33 943 | 2,21 | 9 498 | 10,60 | ||||
| 2025-07-21 | 13F | Corundum Group, Inc. | 890 | 0,00 | 249 | 8,26 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 8 552 | 114,71 | 2 393 | 132,33 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 8 661 | 3,77 | 2 424 | 12,28 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 493 | −2,95 | 139 | 5,34 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 20 325 | −17,63 | 5 688 | −10,88 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 82 993 | 11,10 | 23 224 | 20,21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 88 965 | 2,11 | 25 | 9,09 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 331 | 2,86 | 372 | 11,38 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1 633 | 54,20 | 457 | 67,03 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 3 420 | 0,00 | 974 | 10,07 | ||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 7 487 | 0,40 | 2 095 | 8,66 | ||||
| 2025-07-18 | 13F | jvl associates llc | 54 401 | 14,18 | 15 223 | 23,55 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 698 | 54,22 | 475 | 67,25 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 550 | 28,28 | 1 300 | 48,91 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 3 978 | −10,20 | 1 113 | −2,79 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 27 877 | −4,71 | 7 801 | 3,11 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 8 369 | 479,17 | 2 342 | 527,61 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 315 | 0,00 | 88 | 8,64 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 21 818 | 0,20 | 6 105 | 8,42 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 6 102 | −3,94 | 1 707 | 3,96 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 7 477 | 1,12 | 2 092 | 9,41 | ||||
| 2025-08-06 | 13F | Middleton & Co Inc/ma | 784 | 0,00 | 219 | 8,42 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 629 | 1 019 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 3 521 | −3,98 | 985 | 3,90 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1 643 | 0,18 | 460 | 8,25 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9 312 | 0,34 | 2 606 | 8,54 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 341 | −7,40 | 1 495 | 0,20 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 658 | −6,11 | 1 024 | 1,59 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 496 | −1,32 | 419 | 6,63 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 2 907 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 565 | 0,12 | 718 | 8,31 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 300 | 84 | ||||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 2 796 | −4,05 | 805 | 6,91 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 10 108 | −66,50 | 2 829 | −63,76 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 6 | 2 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 148 | 4,55 | 321 | 13,43 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 5 495 | −49,70 | 1 538 | −45,59 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 186 | 0,00 | 52 | 6,25 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 1 613 | −2,24 | 451 | 5,87 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 1 371 | −0,15 | 384 | 7,89 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Franklin Resources Inc | 38 625 | −15,41 | 10 808 | −8,48 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 7 687 | −1,45 | 2 159 | 7,04 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 360 503 | 1,48 | 103 771 | 12,18 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 1 800 | −35,71 | 504 | −30,52 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 1 186 | −1,00 | 332 | 7,12 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 79 889 | 16,54 | 22 355 | 26,11 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 9 890 | 2,91 | 2 768 | 11,35 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 15 148 | −4,57 | 4 239 | 3,24 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 1 758 | 0,29 | 492 | 8,39 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 026 | 287 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 282 | 0,00 | 79 | 8,33 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 1 108 | 0,00 | 310 | 8,39 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 293 | 4,27 | 923 | 12,85 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 868 | −0,46 | 243 | 7,56 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 811 | −20,26 | 227 | −13,74 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 16 808 | 3,32 | 4 703 | 11,79 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 450 | 1 403,07 | 685 | 1 530,95 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 3 507 | 0,00 | 981 | 8,28 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 1 798 | 1,64 | 503 | 10,07 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 63 | 0,00 | 18 | 6,25 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2 761 367 | 13,73 | 773 | 23,13 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 74 605 | −1,64 | 20 877 | 6,42 | ||||
| 2025-07-31 | 13F | City State Bank | 11 442 | −2,76 | 3 202 | 5,19 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 10 855 | 0,00 | 3 038 | 8,19 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 42 625 | 3,74 | 11 370 | 12,45 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 1 772 | −1,12 | 496 | 6,91 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 313 782 | 0,40 | 87 806 | 8,63 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 217 920 | 8,83 | 340 830 | 17,76 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 634 | 325,92 | 1 297 | 378,23 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 265 | −4,33 | 75 | 10,29 | ||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 26 469 | −29,46 | 7 407 | −23,67 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 403 | 17,84 | 113 | 27,27 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 1 592 | 1,73 | 445 | 10,15 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1 102 | 40,20 | 308 | 51,72 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 8 465 | −2,72 | 2 369 | 5,24 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 39 145 | −4,04 | 10 954 | 3,82 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4 195 | −5,30 | 1 174 | 2,45 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 6 114 | 3,96 | 1 711 | 12,43 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 797 | 223 | ||||||
| 2025-08-14 | 13F | Granby Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 167 059 | 3,35 | 46 748 | 11,83 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 77 220 | 10,09 | 21 609 | 19,12 | ||||
| 2025-07-31 | 13F | New Hampshire Trust | 174 123 | 3,66 | 48 725 | 12,16 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 55 512 | −41,71 | 15 536 | −36,92 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 1 656 | −2,93 | 463 | 4,99 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 28 475 | 3,80 | 7 968 | 12,32 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 2 056 | 1,83 | 575 | 10,15 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 495 | 3,99 | 139 | 13,01 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 2 538 | −5,86 | 710 | 1,87 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 7 381 | −0,34 | 2 065 | 7,83 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 2 198 | 12,37 | 1 | |||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 1 701 | −34,85 | 476 | −29,48 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 27 307 | 95,71 | 7 641 | 111,78 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 2 791 | −6,90 | 781 | 0,77 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 140 617 | 0,73 | 39 349 | 8,99 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 497 | 1,55 | 1 538 | 9,94 | ||||
| 2025-07-30 | 13F | Sentry LLC | 850 | 0,00 | 238 | 8,22 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 7 959 | 5,18 | 2 | 100,00 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 1 119 | 0,00 | 317 | 13,67 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 611 | 0,00 | 171 | 7,59 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 3 628 | 1 019 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 41 139 | 2,78 | 11 512 | 11,21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1 666 862 | 4,31 | 466 438 | 27,72 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 35 633 | 45,61 | 9 971 | 57,57 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 1 880 | 39,26 | 526 | 50,72 | ||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 244 121 | 77,26 | 68 | 94,29 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 25 184 | −1,93 | 7 047 | 6,11 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 3 484 | −1,39 | 972 | 6,46 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 758 | 5,28 | 212 | 13,98 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 47 715 | 4,36 | 13 352 | 12,91 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 80 151 | 13,71 | 22 429 | 23,03 | ||||
| 2025-07-22 | 13F | Legacy Trust | 1 872 | 0,00 | 524 | 8,06 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 1 320 | 0,46 | 341 | 11 266,67 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 8 959 | 0,00 | 2 507 | 8,20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 430 611 | 2,34 | 400 328 | 12,73 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 18 082 | 5,49 | 5 060 | 14,15 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 10 278 | −0,08 | 2 876 | 8,12 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 75 874 | 10 098,12 | 21 232 | 10 900,52 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 2 508 | 0,00 | 702 | 8,18 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 423 | 5,20 | 7 954 | 13,83 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 932 | 261 | ||||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 20 | 0,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 954 | 0,00 | 267 | 8,13 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 2 021 | −4,49 | 565 | 3,29 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 44 470 | 0,08 | 12 444 | 8,29 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 39 701 | 0,05 | 11 089 | 8,20 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 191 | 0,00 | 53 | 8,16 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 3 452 | 30,02 | 966 | 40,82 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 106 536 | 25 | ||||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 6 197 | 23,37 | 1 734 | 33,49 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 3 452 | 7,07 | 966 | 15,97 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 13 510 | −6,66 | 3 780 | 0,99 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 34 395 | 5,93 | 9 625 | 120 200,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 2 | 0,00 | 1 | |||||
| 2025-08-08 | 13F | Bailard, Inc. | 39 267 | 9,34 | 10 988 | 18,32 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 18 291 | 4,56 | 5 118 | 13,13 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 4 789 | −0,97 | 1 340 | 7,20 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 9 335 | −2,39 | 2 612 | 5,62 | ||||
| 2025-08-13 | 13F | Advisory Research Inc | 4 902 | 4,56 | 1 372 | 13,12 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 110 266 | 25,08 | 30 856 | 35,34 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 1 041 | −5,10 | 291 | 2,83 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 6 282 | −0,71 | 1 786 | 9,17 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 26 890 | 1 155,37 | 7 527 | 1 260,94 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 7 179 | −11,15 | 2 009 | −3,88 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9 063 | 1,75 | 2 536 | 10,12 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 2 303 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1 442 | −2,76 | 404 | 5,22 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 361 | 27,75 | 941 | 38,24 | ||||
| 2025-08-14 | 13F | Letson Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 3 | 1 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 3 995 | 0,00 | 1 118 | 8,13 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 185 074 | −1,53 | 51 789 | 6,55 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 25 675 | −6,51 | 7 185 | 1,15 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 5 071 | 0,00 | 1 424 | 8,62 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 24 660 | 4,21 | 6 901 | 12,76 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 2 092 | 585 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 7 182 | 16,44 | 2 010 | 33,75 | ||||
| 2025-08-04 | 13F | Balentine LLC | 10 309 | 0,00 | 2 885 | 8,18 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 234 | −0,16 | 345 | 8,15 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 2 200 | −22,83 | 616 | −16,55 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 1 429 | 400 | ||||||
| 2025-08-08 | 13F | Creative Planning | 8 406 520 | 2,37 | 2 352 397 | 10,76 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 651 | 0,00 | 182 | 8,33 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 6 716 | −1,86 | 1 879 | 6,22 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 1 650 | 8,20 | 466 | 18,02 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 30 238 | 1,07 | 8 462 | 9,36 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 20 | 0,00 | 6 | 0,00 | ||||
| 2025-05-06 | 13F | ShoreHaven Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | King Wealth | 18 948 | −0,15 | 5 | 25,00 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 28 180 | 0,43 | 7 886 | 8,67 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 7 679 | −0,62 | 2 149 | 7,51 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 870 | −13,00 | 0 | |||||
| 2025-07-28 | 13F | Davidson Trust Co | 2 586 | 0,39 | 723 | 8,56 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 8 893 | 6,13 | 2 489 | 14,81 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 6 410 | 1,89 | 1 796 | 9,31 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 294 | 0,15 | 362 | 1,40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 382 | −2,25 | 1 226 | 5,78 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 1 030 | 3,73 | 0 | |||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 4 925 | −3,24 | 1 378 | 4,71 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 23 | 0,00 | 6 | 20,00 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 17 | 21,43 | 5 | 33,33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 1 762 | −4,40 | 493 | 3,36 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 50 | 0,00 | 14 | 8,33 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 10 435 | −1,77 | 2 920 | 6,30 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 907 | −35,86 | 260 | −29,04 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 17 393 | −5,07 | 4 867 | 2,72 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 10 036 | −1,40 | 2 808 | 6,69 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 226 096 | 1,84 | 63 268 | 10,20 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 27 920 | 0,53 | 7 916 | 10,22 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 2 806 | −0,57 | 785 | 7,68 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 1 621 | 0,00 | 454 | 8,11 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 932 | −1,01 | 821 | 7,05 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 1 297 | 343 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 1 300 | 30,00 | 364 | 40,70 | |||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 43 297 | 1,52 | 12 116 | 9,84 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 1 692 | −6,05 | 473 | 1,72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6 100 | −6,15 | 1 707 | 1,49 | |||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 8 666 | 3,76 | 2 425 | 12,32 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 983 | −8,19 | 1 674 | −0,65 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 358 215 | 0,59 | 100 | 8,70 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 10 232 | −0,49 | 2 863 | 7,67 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 5 042 | −3,28 | 1 304 | 3,41 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 963 | −47,55 | 270 | −43,25 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 1 633 | −3,14 | 457 | 4,83 | ||||
| 2025-04-14 | 13F | NewSquare Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Gries Financial Llc | 858 | 0,00 | 240 | 8,60 | ||||
| 2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 2 121 | 0,00 | 593 | 8,21 | ||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 1 089 | 0,00 | 305 | 8,19 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 53 804 | 82,08 | 15 056 | 97,03 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 2 419 | −8,02 | 677 | −0,59 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 112 549 | 0,34 | 31 532 | 8,70 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 7 197 | −0,58 | 2 014 | 7,59 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 12 870 | −16,91 | 3 602 | −10,11 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 19 843 | −1,19 | 5 553 | 6,91 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 41 700 | −1,23 | 11 669 | 6,87 | ||||
| 2025-05-13 | 13F | Starr Indemnity & Liability Co | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 332 776 | 0,50 | 93 121 | 8,74 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 31 273 | 14,88 | 8 751 | 24,29 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1 005 | 1,93 | 281 | 10,20 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 14 277 | −0,36 | 3 995 | 7,83 | ||||
| 2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1 042 | 9 372,73 | 292 | 14 450,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 29 612 | 6,68 | 8 286 | 15,44 | ||||
| 2025-07-30 | 13F | Ardent Capital Management, Inc. | 3 680 | 0,00 | 1 030 | 8,20 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 17 775 | −4,70 | 4 974 | 3,11 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 4 137 | −0,19 | 1 158 | 7,93 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 1 035 | 0,00 | 290 | 8,24 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 092 | −3,03 | 1 145 | 4,95 |
Other Listings
| MX:VO |
