Grundläggande statistik
Institutionella ägare | 2205 total, 2201 long only, 0 short only, 4 long/short - change of 2,04% MRQ |
Genomsnittlig portföljallokering | 0.8780 % - change of −3,71% MRQ |
Institutionella aktier (lång) | 201 006 544 (ex 13D/G) - change of 16,30MM shares 8,82% MRQ |
Institutionellt värde (lång) | $ 53 717 541 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Mid-Cap ETF (US:VO) har 2205 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 201,006,544 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 22, 2025 is 292,15 / share. Previously, on September 23, 2024, the share price was 263,02 / share. This represents an increase of 11,08% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | 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 | ||||
2025-09-22 | 13F | Caldwell Trust Co | 31 010 | 8 678 | ||||||
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 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 21 993 | 5,79 | 6 154 | 14,47 | ||||
2025-07-23 | 13F | Elm3 Financial Group, LLC | 1 480 | −6,92 | 414 | 0,73 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 1 235 | −3,59 | 346 | 4,23 | ||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 724 | 203 | ||||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 43 079 | −13,93 | 12 055 | −6,88 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 1 049 | 0,00 | 294 | 8,12 | ||||
2025-08-13 | 13F | Arjuna Capital | 138 | 0,00 | 39 | 8,57 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 42 759 | −1,02 | 11 965 | 7,12 | ||||
2025-08-14 | 13F | Chilton Investment Co Llc | 1 303 | 365 | ||||||
2025-08-01 | 13F | Penobscot Wealth Management | 1 229 | −0,81 | 344 | 7,19 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 165 662 | 14,91 | 46 522 | 24,77 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 3 283 | −0,24 | 919 | 7,87 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 16 909 | 0,00 | 4 732 | 8,19 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 4 375 | −0,21 | 1 224 | 8,03 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 649 | −19,48 | 741 | −12,82 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 51 006 | 0,42 | 14 273 | 8,66 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 17 865 | 30,27 | 4 999 | 40,94 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 14 711 | −0,46 | 4 117 | 7,69 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 76 | −41,98 | 21 | −36,36 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1 906 | 533 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 142 546 | 173,48 | 40 | 178,57 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 811 | 227 | ||||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 116 | 10,93 | 312 | 20,00 | ||||
2025-08-12 | 13F | Argent Trust Co | 20 797 | 8,50 | 5 820 | 17,41 | ||||
2025-07-16 | 13F | Arkansas Financial Group, Inc. | 158 519 | −1,50 | 44 712 | 15,96 | ||||
2025-08-13 | 13F | Aspire Growth Partners LLC | 1 406 | 0,00 | 394 | 7,38 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 400 702 | 18,06 | 112 129 | 27,74 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 3 410 | −14,34 | 954 | −7,29 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 2 079 | 1,96 | 582 | 10,25 | ||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 3 162 | −65,04 | 885 | −62,19 | ||||
2025-07-18 | 13F | Swp Financial Llc | 9 507 | −0,96 | 2 660 | 7,17 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 5 086 | −0,90 | 1 423 | 7,23 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 14 729 | 4,92 | 4 122 | 13,53 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 27 669 | −20,76 | 7 839 | −13,20 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 13 611 | −3,84 | 3 809 | 4,04 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 1 717 | 480 | ||||||
2025-07-25 | 13F | Valley Brook Capital Group, Inc. | 775 | −10,61 | 217 | −3,57 | ||||
2025-06-03 | 13F | Invst, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 1 800 | −61,74 | 504 | −58,63 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | First Foundation Advisors | 7 136 | −7,72 | 1 997 | −0,15 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 65 661 | 0,88 | 18 374 | 9,15 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1 769 | −0,67 | 495 | 7,61 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 1 632 | −7,01 | 457 | 0,66 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 2 544 | 65,19 | 712 | 78,64 | ||||
2025-07-30 | 13F | Retirement Planning Group | 19 557 | −4,52 | 5 473 | 3,30 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 105 612 | 27,18 | 29 553 | 37,61 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 1 013 | −3,43 | 287 | 14,34 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 3 520 | −0,48 | 985 | 7,66 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 3 063 | 18,67 | 857 | 28,49 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 1 576 | −32,56 | 441 | −26,99 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 52 | 0,00 | 15 | 7,69 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 40 | 0,00 | 11 | 10,00 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 783 | 0,26 | 219 | 8,46 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 1 571 | 0,00 | 440 | 8,13 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1 366 | 1,86 | 383 | 10,40 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 4 187 | −7,37 | 1 083 | −9,30 | ||||
2025-08-14 | 13F | Clg Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 461 | −3,96 | 130 | 4,03 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 934 | 42,08 | 821 | 53,75 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 56 132 | −1,44 | 15 962 | 10,47 | ||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 40 059 | 12,90 | 11 210 | 22,16 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 1 331 | 0,00 | 373 | 8,14 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2 416 | −25,39 | 676 | −19,24 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 4 241 845 | 2 677,08 | 1 186 997 | 2 904,82 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 8 055 | 52,18 | 2 248 | 65,22 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 1 518 | −0,13 | 425 | 7,89 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 6 548 | −19,65 | 1 832 | −13,05 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 651 434 | 5,56 | 182 297 | 14,22 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 4 969 | 14,15 | 1 391 | 23,56 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 7 112 | −14,80 | 1 990 | −7,78 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 898 | 103,65 | 531 | 120,83 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 10 224 | 3,13 | 2 872 | 12,02 | ||||
2025-08-07 | 13F | Nwam Llc | 21 409 | −2,91 | 5 991 | 5,05 | ||||
2025-07-08 | 13F | Next Level Private LLC | 6 890 | 0,38 | 1 928 | 8,62 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1 177 | 0,00 | 329 | 9,30 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 12 577 | −2,56 | 3 520 | 5,42 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 100 | 28 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 423 957 | 3,31 | 118 636 | 11,79 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7 059 | 126,40 | 1 975 | 145,04 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 202 | −94,97 | 57 | −94,67 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 3 293 | 0,00 | 921 | 8,23 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 23 491 | 0,27 | 6 573 | 8,50 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 483 | 0,00 | 137 | 16,10 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 200 | 0,00 | 56 | 7,84 | ||||
2025-07-23 | 13F | Ami Investment Management Inc | 6 521 | 3,21 | 1 825 | 11,70 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 52 318 | −0,47 | 14 640 | 7,69 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5 476 | −1,10 | 1 446 | 0,98 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 2 556 | 1,47 | 715 | 9,83 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 283 | 0,00 | 0 | |||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 31 528 | 9,47 | 8 822 | 18,45 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 757 | 212 | −26,48 | |||||
2025-07-25 | 13F | Gibson Capital, LLC | 7 438 | 0,00 | 2 081 | 8,22 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | First Western Trust Bank | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Silvia Mccoll Wealth Management, Llc | 3 342 | 0,00 | 935 | 8,22 | ||||
2025-07-02 | 13F | Crumly & Associates Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Accel Wealth Management | 1 906 | −5,55 | 533 | 2,30 | ||||
2025-08-12 | 13F | Riverstone Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Pecaut & Co. | 3 598 | 26,60 | 1 007 | 37,06 | ||||
2025-07-17 | 13F | Capital Insight Partners, Llc | 17 846 | −17,09 | 4 994 | −10,29 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 2 123 | 6,47 | 594 | 15,34 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13 687 | 2,12 | 3 812 | 9,98 | ||||
2025-08-14 | 13F | Core Wealth Advisors, Inc. | 51 263 | 1,17 | 14 345 | 9,48 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 4 167 | 3,27 | 1 166 | 11,79 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 1 717 | −2,00 | 482 | 6,40 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 14 308 | 0,00 | 4 004 | 8,19 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9 563 | 30,55 | 2 676 | 41,29 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 613 161 | −15,28 | 171 709 | −7,74 | ||||
2025-09-19 | 13F | Canal Capital Management, LLC | 718 | 201 | ||||||
2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 2 955 | 7,65 | 827 | 16,50 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 68 874 | −0,11 | 19 273 | 8,08 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 85 809 | 1,59 | 24 | 14,29 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 27 034 | 13,40 | 7 565 | 22,71 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 658 | 18,56 | 174 | 20,98 | ||||
2025-07-18 | 13F | Columbia Asset Management | 7 531 | −9,87 | 2 107 | −2,50 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 13 847 | −0,27 | 3 875 | 7,91 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 2 208 | −26,42 | 636 | −13,13 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 50 649 | −2,05 | 13 099 | −4,09 | ||||
2025-08-05 | 13F | Huntington National Bank | 12 735 | −2,62 | ||||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 627 | 21,42 | 455 | 31,50 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 4 871 | −84,95 | 1 | −87,50 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 4 882 | −40,38 | 1 366 | −35,47 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 4 019 | −18,18 | 1 125 | −11,50 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 19 148 | 42,46 | 5 358 | 54,14 | ||||
2025-08-06 | 13F | S&t Bank/pa | 1 738 | −1,64 | 486 | 6,58 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 281 | −3,77 | 79 | 4,00 | ||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Charter Trust Co | 11 860 | −0,16 | 3 319 | 8,01 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 4 615 | 0,26 | 1 291 | 8,49 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 1 558 | 0,65 | 436 | 8,75 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 54 | 15 | ||||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 5 367 | 8,29 | 1 502 | 17,17 | ||||
2025-08-11 | 13F | Plotkin Financial Advisors, LLC | 857 | 0,00 | 240 | 8,14 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 44 | 0,00 | 12 | 9,09 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 925 | 259 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 947 793 | 265 221 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 5 | 1 | ||||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 14 004 | −1,08 | 3 919 | 7,02 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 1 649 | −0,54 | 463 | 8,18 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 2 398 | 2,70 | 671 | 11,28 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 32 744 | 15,67 | 9 163 | 25,15 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 2 105 | 0,00 | 591 | 8,64 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 94 | 26 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 26 440 | −1,70 | 7 399 | 6,35 | ||||
2025-06-24 | NP | MWFQX - MainStay Equity ETF Allocation Fund Class R3 | 44 173 | −3,10 | 11 312 | −9,96 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30 799 | −3,70 | 8 618 | 4,21 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 98 629 | −0,33 | 27 599 | 7,85 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 57 808 | 117,67 | 16 176 | 135,49 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 1 136 | 0,00 | 318 | 8,19 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 1 307 | 21,24 | 366 | 31,29 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 7 772 | −1,41 | 2 183 | 7,11 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 10 290 | −5,28 | 2 879 | 2,49 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 2 339 | 0,95 | 655 | 9,18 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 1 417 | 0,00 | 397 | 8,20 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 274 550 | 1,29 | 76 827 | 9,60 | ||||
2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 20 065 | 3,43 | 5 615 | 11,90 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 1 237 | 0,00 | 346 | 8,46 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 3 754 | 0,00 | 1 050 | 8,25 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 38 921 | 0,69 | 10 891 | 8,95 | ||||
2025-07-15 | 13F | Sara-Bay Financial | 1 776 | −6,62 | 497 | 1,43 | ||||
2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 825 | 0,00 | 231 | 7,98 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 38 993 | 10 911 | ||||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 440 | −3,93 | 123 | 4,24 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 39 614 | 11,88 | 11 085 | 21,05 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 91 556 | −0,60 | 25 620 | 7,56 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 59 883 | 24,40 | 16 757 | 34,61 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 4 315 | −9,58 | 1 207 | −2,19 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 1 006 | 4,57 | 282 | 13,31 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 6 195 | 1 733 | ||||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 875 | −4,16 | 246 | 3,81 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 7 180 | 15,43 | 2 009 | 24,94 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 17 591 | −1,69 | 4 922 | 6,38 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 6 650 | 1,73 | 1 861 | 10,06 | ||||
2025-04-22 | 13F | Ewa, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 5 373 | −7,03 | 1 503 | 0,60 | ||||
2025-04-30 | 13F | Telos Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Penn Capital Management Co Inc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 2 340 | 0,82 | 655 | 14,34 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 99 620 | 27 883,15 | 0 | −100,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 538 | −1,65 | 151 | 6,38 | ||||
2025-08-12 | 13F | Viawealth, Llc | 6 050 | −5,13 | 1 693 | 2,61 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 2 384 | 0,21 | 667 | 8,46 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 5 192 | 1 365 | ||||||
2025-05-28 | 13F | Intrua Financial, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 1 865 | 0,00 | 522 | 8,09 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 15 620 | −20,87 | 4 371 | −14,40 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 576 | −6,40 | 721 | 1,27 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 69 270 | 19,45 | 19 384 | 29,24 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 915 | 0,00 | 256 | 8,47 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 225 | 0,00 | 63 | 6,90 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 5 049 | 1,51 | 1 413 | 9,80 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 13 800 | −40,49 | 3 862 | −36,96 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 1 267 | 0,00 | 354 | 8,26 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 2 584 | −15,80 | 723 | −8,83 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 624 581 | 3,93 | 166 663 | 7,25 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 1 147 | 0,00 | 321 | 8,11 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 1 126 | −5,38 | 315 | 2,61 | ||||
2025-07-10 | 13F | Security National Bank | 6 | 2 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 733 309 | 7,71 | 1 884 182 | 16,55 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 5 005 | −32,29 | 1 401 | −26,74 | ||||
2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | McMahon Financial Advisors, LLC | 14 205 | 1 246,45 | 3 975 | 1 361,03 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 4 201 | −4,37 | 1 176 | 3,43 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 2 022 | 0,75 | 566 | 8,86 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 32 945 | 0,49 | 9 219 | 8,73 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 27 222 | 5,89 | 7 617 | 14,58 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 2 188 | 0,00 | 1 | |||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 14 868 | −6,70 | 4 160 | 0,95 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 9 336 | 15,43 | 2 613 | 24,92 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 18 733 | 8,23 | 5 242 | 17,11 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 11 268 | 9,43 | 3 | 50,00 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 1 645 | −2,26 | 460 | 5,75 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 4 794 | 1,89 | 1 342 | 10,28 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 23 603 | 62,84 | 6 605 | 76,20 | ||||
2025-07-28 | 13F | Aries Wealth Management | 40 678 | −2,01 | 11 383 | 6,03 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 14 441 | 20,11 | 4 041 | 29,98 | ||||
2025-07-16 | 13F | ORG Partners LLC | 64 | −24,71 | 18 | −18,18 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 6 776 | 0,00 | 1 896 | 8,22 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 184 840 | 1,50 | 51 921 | 10,25 | ||||
2025-08-01 | 13F | Private Wealth Partners, LLC | 1 188 | 0,00 | 332 | 8,14 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 4 998 | 1 399 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1 561 | 16,67 | 439 | 25,86 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 12 367 | −34,52 | 3 461 | −26,26 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 1 146 | −32,98 | 321 | −27,60 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 15 906 | 0,25 | 4 439 | 8,80 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 914 | 14,82 | 256 | 24,39 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 894 | 1,48 | 250 | 10,13 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 2 014 | −1,18 | 564 | 6,83 | ||||
2025-05-06 | 13F | JPL Wealth Management, LLC | 1 837 | 0,00 | 459 | −5,36 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 6 038 | −5,48 | 1 690 | 2,24 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 33 686 | 6,76 | 9 554 | 17,08 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 23 397 | 0,63 | 6 547 | 8,88 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 2 181 | −4,80 | 610 | 3,04 | ||||
2025-04-23 | 13F | Berry Wealth Group, LP | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Channel Wealth Llc | 2 058 | −14,36 | 576 | −7,41 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 2 562 | 0,04 | 717 | 8,31 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 63 | 0,00 | 18 | 6,25 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 2 269 | 2,25 | 635 | 10,65 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 24 651 | −79,81 | 6 898 | −78,15 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 3 626 | 11,02 | 1 015 | 20,14 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 435 | 0,00 | 122 | 8,93 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 2 269 | 1,16 | 635 | 9,31 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 3 | ||||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 29 227 | 28,10 | 8 179 | 38,61 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 801 | 224 | ||||||
2025-07-23 | 13F | Ironwood Financial, llc | 6 873 | 0,00 | 1 778 | 0,00 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 112 | 315 | ||||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 163 221 | 29,04 | 45 674 | 39,62 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 156 329 | 328,25 | 10 575 | 12,01 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 13 378 | 49,09 | 3 744 | 61,34 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 201 | −7,67 | 1 176 | −0,09 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 8 951 | −3,92 | 2 505 | 3,94 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 7 084 | −6,53 | 1 990 | 1,48 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 2 452 | 0,00 | 686 | 8,20 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 33 684 | −0,96 | 9 426 | 7,15 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 22 096 | 1 905,08 | 6 183 | 2 069,47 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 8 870 | 12,21 | 2 482 | 21,43 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 1 234 | 345 | ||||||
2025-07-16 | 13F | Magnus Financial Group LLC | 11 960 | 4,49 | 3 347 | 13,04 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 25 551 | −3,78 | 7 150 | 4,11 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 65 672 | 278,80 | 7 376 | 64,51 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 3 031 | 3,31 | 848 | 11,87 | ||||
2025-05-05 | 13F | Peterson Wealth Services | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 307 | −23,44 | 86 | −16,50 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 13 814 | 6,55 | 3 867 | 15,30 | ||||
2025-08-12 | 13F | Umpqua Bank | 1 304 | 31,06 | 368 | 42,80 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 14 159 | 3 962 | ||||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 12 087 | −14,08 | 3 382 | −7,04 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 2 747 | 0,00 | 769 | 8,17 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 2 588 | 7,56 | 669 | 5,35 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 242 | 0,00 | 68 | 8,06 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 32 938 | 5,33 | 9 217 | 13,97 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 90 420 | 0,34 | 25 302 | 8,57 | ||||
2025-07-22 | 13F | Schwab Charitable Fund | 3 987 | 0,00 | 1 116 | 8,15 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 20 180 | 30,18 | 5 647 | 40,86 | ||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 33 504 | −4,90 | 9 576 | −2,13 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1 523 798 | −9,11 | 426 404 | −1,65 | ||||
2025-08-20 | NP | POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares | 8 913 | −3,26 | 2 494 | 4,70 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 1 095 | 0,00 | 308 | 8,48 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 830 | 0,00 | 232 | 8,41 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 9 864 | 0,00 | 2 760 | 8,19 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 2 823 | 0,00 | 790 | 8,23 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 2 635 | −8,76 | 737 | −1,21 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 54 673 | 18,67 | 15 299 | 28,40 | ||||
2025-08-13 | 13F | Keystone Financial Group | 18 038 | 2,62 | 5 048 | 11,02 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 1 456 | −6,91 | 408 | 0,74 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 1 373 | 0,51 | 384 | 8,78 | ||||
2025-08-12 | 13F | one8zero8, LLC | 202 | 0,00 | 57 | 7,69 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 1 232 | −0,40 | 345 | 7,84 | ||||
2025-08-14 | 13F | Potentia Wealth | 1 400 | 0,00 | 392 | 8,01 | ||||
2025-04-25 | 13F | Wall Street Financial Group, Inc. | 789 | 204 | ||||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 974 | −26,21 | 273 | −20,23 | ||||
2025-07-09 | 13F | Baron Wealth Management LLC | 2 419 | 0,00 | 677 | 8,16 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 1 799 | 0,00 | 503 | 8,17 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 2 433 | −93,74 | 681 | −93,24 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 624 | 114,69 | 3 533 | 132,37 | ||||
2025-07-16 | 13F | Novem Group | 4 273 | 9,14 | 1 196 | 18,08 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 2 168 | 0,00 | 607 | 8,21 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 158 | 0,42 | 1 | |||||
2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 1 280 | −4,97 | 358 | 2,87 | ||||
2025-08-07 | 13F | Summit X, LLC | 1 586 | 100,00 | 444 | 116,10 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 17 125 | −1,65 | 4 429 | −3,72 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 1 255 | 0,00 | 351 | 8,33 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 13 716 | −6,49 | 3 838 | 1,19 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 3 853 | 0,00 | 1 078 | 8,23 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 3 400 | 0,00 | 1 | |||||
2025-07-29 | 13F | Balboa Wealth Partners | 968 | 271 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 686 338 | 0,48 | 191 722 | 8,45 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 11 435 | 2,91 | 3 200 | 11,35 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 21 526 | −0,36 | 6 024 | 7,82 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 23 482 | −0,21 | 6 571 | 7,97 | ||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 5 530 | 1,34 | 2 | 0,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17 825 | −17,15 | 4 988 | −10,75 | ||||
2025-07-30 | 13F | Fogel Capital Management, Inc. | 14 316 | 0,82 | 4 006 | 9,10 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 746 | 209 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 756 | 0,00 | 212 | 8,21 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 2 557 | 0,00 | 716 | 8,17 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 88 825 | −2,17 | 24 856 | 5,86 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 17 926 | −25,02 | 5 | −16,67 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Vicus Capital | 1 120 | −0,53 | 313 | 7,56 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 2 883 | 0,45 | 807 | 8,63 | ||||
2025-08-14 | 13F | Mendel Capital Management LLC | 832 | −10,73 | 233 | −3,73 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 370 | −1,32 | 871 | −3,33 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 5 491 | −7,68 | 1 537 | −0,13 | ||||
2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 11 386 | 0,77 | 3 186 | 9,03 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1 405 | 39,80 | 393 | 51,74 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 1 454 | −47,05 | 407 | −42,82 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 1 954 | −52,96 | 550 | −48,93 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 259 988 | 2,67 | 73 | 10,77 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 14 767 | −0,91 | 4 132 | 7,21 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 106 326 | 53,90 | 29 753 | 66,52 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 4 249 | −1,92 | 1 189 | 6,07 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 19 | 5 | ||||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 7 282 | 0,00 | 2 038 | 8,18 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 755 | 0,00 | 211 | 8,21 | ||||
2025-07-28 | 13F | DORVAL Corp | 53 747 | 3,36 | 15 040 | 6,92 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 8 228 | −1,60 | 2 302 | 6,48 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 701 | −8,40 | 478 | −0,42 | ||||
2025-08-07 | 13F | Searle & Co. | 1 000 | 0,00 | 280 | 8,14 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 232 | 0,00 | 66 | 10,00 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 116 | 0,00 | 0 | |||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5 072 | 22,22 | 1 419 | 32,25 | ||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SP Asset Management LLC | 126 265 | 7,97 | 35 333 | 16,82 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 16 111 | −4,78 | 5 | 0,00 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 216 | 0,00 | 61 | 9,09 | ||||
2025-07-11 | 13F | Myecfo, Llc | 1 440 | 2,13 | 403 | 10,44 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 9 033 | 16,09 | 2 528 | 25,60 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 2 770 | −3,05 | 738 | 0,27 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 2 116 | −3,82 | 592 | 4,23 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 14 621 | 1,55 | 4 092 | 9,88 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2 298 | −8,23 | 643 | −0,62 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 146 | 321 | ||||||
2025-08-13 | 13F | Quest Investment Management Llc | 22 934 | −20,37 | 6 418 | −13,84 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 531 193 | −1,65 | 148 644 | 6,41 | ||||
2025-08-13 | 13F | M&t Bank Corp | 30 711 | −0,21 | 8 593 | 7,97 | ||||
2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 5 837 | −0,31 | 1 633 | 7,86 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 14 719 | −3,90 | 4 119 | 3,94 | ||||
2025-07-21 | 13F | Washington Growth Strategies Llc | 2 286 | 782,63 | 1 | |||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | Put | 252 | 8,19 | |||||
2025-04-16 | 13F | NorthCrest Asset Manangement, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Eastern Bank | 2 077 | 131,29 | 581 | 150,43 | ||||
2025-08-12 | 13F | Zacks Investment Management | 957 | −15,68 | 268 | −8,87 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 19 801 | −0,63 | 5 546 | 7,63 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 11 580 | −6,52 | 3 241 | 1,16 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 54 166 | 15,09 | 15 157 | 24,53 | ||||
2025-07-15 | 13F | Maseco Llp | 230 | 64 | ||||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 913 | 3,99 | 256 | 12,33 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 374 | 0,00 | 105 | 8,33 | ||||
2025-08-14 | 13F | Glenview Trust Co | 88 887 | 0,75 | 24 873 | 9,01 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 3 355 | −6,96 | 939 | 0,64 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 253 | 0,00 | 71 | 7,69 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 5 968 | −1,65 | 1 670 | 6,44 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 360 | 6,25 | 381 | 14,80 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 23 278 | 1,27 | 6 514 | 9,59 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 3 233 | −2,74 | 905 | 5,24 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 15 | 4 | ||||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 6 499 | 5,20 | 1 819 | 13,84 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 8 165 | 0,00 | 2 285 | 8,20 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 12 829 | −0,68 | 3 318 | 10,38 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 1 529 | 0,00 | 428 | 8,10 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 184 | −59,11 | 51 | −56,03 | ||||
2025-08-12 | 13F | Martin Worley Group | 1 264 | 0,00 | 354 | 8,28 | ||||
2025-07-16 | 13F | Sylvest Advisors, LLC | 55 527 | 1,57 | 15 538 | 9,90 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 82 599 | 2,40 | 23 298 | 11,68 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 716 | 200 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 2 957 | −11,73 | 827 | −4,50 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 22 639 | 0,32 | 6 335 | 8,55 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | KKM Financial LLC | 740 | 207 | ||||||
2025-07-28 | 13F | Pandi, LLC | 115 868 | 0,00 | 32 423 | 8,20 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 42 186 | 0,53 | 11 805 | 8,77 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 64 151 | −0,77 | 17 951 | 5,80 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 3 097 | 23,78 | 867 | 33,85 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 839 | 217 | ||||||
2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 448 | 125 | ||||||
2025-07-31 | 13F | Heirloom Wealth Management | 1 652 | 0,00 | 462 | 8,20 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 20 499 | 39,22 | 5 736 | 50,63 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 47 845 | −4,92 | 13 389 | 2,87 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 7 243 | 0,00 | 2 027 | 8,17 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 402 | 5 642,86 | 112 | 11 100,00 | ||||
2025-07-11 | 13F | LongView Wealth Management | 10 068 | 35,25 | 2 817 | 46,34 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 36 677 | −3,15 | 10 263 | 4,80 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2 722 | 762 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 87 459 | −0,40 | 24 473 | 7,76 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 519 | 33,70 | 2 | 0,00 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 3 198 | −0,28 | 895 | 7,84 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 751 | 0,00 | 210 | 8,25 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 1 127 | 1,71 | 315 | 10,14 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 4 028 | 386,47 | 1 127 | 426,64 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 1 905 | −2,11 | 533 | 5,96 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 1 325 765 | −1,45 | 370 989 | 6,63 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 99 853 | 28,42 | 27 942 | 38,95 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 119 | −19,59 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 19 392 | −4,44 | 5 447 | 3,79 | ||||
2025-07-23 | 13F | Equitable Trust Co | 1 645 | 0,00 | 460 | 8,24 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 8 920 | −0,56 | 2 516 | 8,45 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 700 | 0,00 | 196 | 7,73 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 67 797 | 1,88 | 19 044 | 10,66 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2 563 | −2,06 | 717 | 11,51 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 2 750 | 0,00 | 770 | 8,16 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 4 084 | 0,00 | 1 143 | 8,14 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 5 303 | 4,02 | 1 484 | 12,59 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 426 309 | −1,65 | 119 294 | 6,42 | ||||
2025-07-29 | 13F | Ballast, Inc. | 1 595 | −98,79 | 446 | −98,69 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 2 269 | 39,46 | 635 | 50,95 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 280 | −11,30 | 0 | |||||
2025-07-23 | 13F | Sachetta, LLC | 6 959 | 2,22 | 1 947 | 10,63 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 2 543 | −6,54 | 712 | 1,14 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 5 101 | −6,04 | 1 427 | 1,64 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 3 428 | −14,83 | 959 | −7,88 | ||||
2025-07-09 | 13F | Lincoln Capital Corp | 6 625 | −0,53 | 1 854 | 7,61 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 26 351 | −0,90 | 7 374 | 7,23 | ||||
2025-05-06 | 13F | Next Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 1 163 | 0,00 | 325 | 8,33 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 4 261 | −2,27 | 1 192 | 5,77 | ||||
2025-08-14 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Logan Capital Management Inc | 1 | −99,94 | 0 | −100,00 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3 050 | 1,23 | 853 | 9,50 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 7 851 | 5 277,40 | 2 197 | −29,73 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 27 086 | 9,78 | 7 579 | 18,79 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 127 896 | −0,39 | 35 788 | 7,77 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 12 892 | −8,24 | 3 608 | −0,72 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 4 902 | −0,33 | 1 372 | 7,87 | ||||
2025-08-05 | 13F | Burney Co/ | 873 | −37,37 | 244 | −32,22 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 7 014 | 18,22 | 1 963 | 27,90 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 912 | −3,39 | 535 | 4,70 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 6 534 | 4,73 | 1 884 | 16,74 | ||||
2025-07-29 | 13F | Yoffe Investment Management, LLC | 5 345 | 0,02 | 1 496 | 8,18 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 174 811 | 31,97 | 48 782 | 43,24 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 11 772 | −65,49 | 3 294 | −63,44 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 832 | 6,26 | 233 | 14,85 | ||||
2025-07-14 | 13F | Kieckhefer Group Llc | 3 021 | 0,00 | 845 | 8,19 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 30 616 | 0,92 | 8 567 | 9,20 | ||||
2025-07-15 | 13F | Graypoint LLC | 45 095 | 3,68 | 12 619 | 12,18 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 937 | −11,52 | 262 | −4,03 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 926 | 0,00 | 259 | 8,37 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 166 | 46 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 22 014 | 0,33 | 6 160 | 8,57 | ||||
2025-08-08 | 13F | AJ Advisors, LLC | 54 191 | −13,55 | 15 164 | −6,46 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 853 | −28,44 | 239 | −22,73 | ||||
2025-08-12 | 13F | Archer Investment Corp | 190 | 0,00 | 53 | 8,16 | ||||
2025-07-15 | 13F | Avaii Wealth Management, Llc | 1 306 | 0,00 | 365 | 8,31 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 2 365 | 8,49 | 662 | 17,41 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 12 219 | 4,63 | 3 419 | 13,21 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 79 747 | 2,10 | 22 316 | 10,48 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 9 520 | 2,11 | 2 664 | 10,49 | ||||
2025-07-31 | 13F | GenTrust, LLC | 125 411 | −14,84 | 35 228 | −7,51 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 679 323 | 3,80 | 190 095 | 12,31 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 25 | 0,00 | 7 | 0,00 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 315 383 | −1,56 | 647 914 | 6,51 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 729 | 204 | ||||||
2025-07-17 | 13F | Crane Advisory, LLC | 63 995 | −7,91 | 18 061 | 6,69 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 515 | −8,53 | 144 | −0,69 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 404 194 | 0,00 | 113 106 | 8,20 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 28 503 | −1,56 | 7 976 | 6,52 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 352 513 | 3,70 | 98 659 | 12,22 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 800 | 0,00 | 506 | 8,60 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 9 047 | 40,72 | 2 532 | 52,29 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 650 | 4,43 | 462 | 12,99 | ||||
2025-08-12 | 13F | Summit Global Investments | 810 | 0 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 524 | −9,66 | 706 | −2,22 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 1 750 | 0,00 | 490 | 8,19 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 926 | 7,67 | 259 | 16,67 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 2 054 | −1,53 | 575 | 6,49 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 11 511 | −75,42 | 3 221 | −73,40 | ||||
2025-08-12 | 13F | Mustico Financial Group, Inc. | 29 207 | 8 304 | ||||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 108 277 | −4,91 | 30 299 | 2,89 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 2 656 | 41,88 | 743 | 53,51 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 44 328 | 4,32 | 12 404 | 12,88 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 907 | −8,32 | 534 | −0,74 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 236 | 0,00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 15 418 | −21,42 | 4 314 | −14,98 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 14 948 | −0,43 | 4 222 | 8,76 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 24 338 | −4,43 | 6 811 | 3,40 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 68 228 | 1,46 | 19 092 | 9,79 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 1 000 | −14,97 | 280 | −8,22 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 30 417 | 591,92 | 8 512 | 649,21 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 52 252 | −0,82 | 14 622 | 7,32 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 26 847 | −18,78 | 7 513 | −12,12 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 20 | 0,00 | 6 | 0,00 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 2 534 | 3,64 | 712 | 12,50 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 402 | −10,27 | 113 | −2,61 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 28 252 | −3,92 | 7 906 | 3,94 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 1 700 | −17,40 | 476 | −10,71 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Balanced Wealth Strategy Portfolio Class A | 12 350 | −15,12 | 3 456 | −8,16 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 838 | 0,00 | 234 | 8,33 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 89 913 | 0,02 | 25 160 | 8,22 | ||||
2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 724 | 203 | ||||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 848 | 1,19 | 237 | 9,72 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 70 985 | 8,36 | 19 864 | 17,25 | ||||
2025-08-08 | 13F | Hudock, Inc. | 776 | 217 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 42 400 | −85,00 | 11 865 | −83,78 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 859 | 0,00 | 240 | 8,11 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 962 | −3,99 | 269 | 3,86 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 46 690 | 8,09 | 13 075 | 17,04 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 9 203 | 0,76 | 2 575 | 9,02 | ||||
2025-08-01 | 13F | First National Trust Co | 5 168 | 68,50 | 1 446 | 82,35 | ||||
2025-07-31 | 13F | Longview Financial Advisors, Inc. | 3 877 | −2,02 | 1 085 | 5,96 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 1 389 | −6,72 | 389 | −3,48 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | RMR Wealth Builders | 807 | 0,00 | 227 | 8,65 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 19 833 | 0,29 | 5 550 | 8,51 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 96 746 | 7,11 | 27 | 17,39 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 1 322 | −3,50 | 370 | 4,24 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 963 | 0,46 | 551 | 9,11 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Versant Capital Management, Inc | 94 | 0,00 | 26 | 8,33 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 156 997 | −1,15 | 43 933 | 6,96 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 931 | 260 | ||||||
2025-07-30 | 13F | Advantage Trust Co | 71 598 | 4,67 | 20 035 | 13,26 | ||||
2025-07-21 | 13F | Riverview Trust Co | 3 592 | 0,00 | 1 005 | 8,30 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 650 | −4,13 | 182 | 4,00 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 386 | 0,00 | 108 | 11,46 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6 875 | 58,16 | 1 924 | 71,09 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 14 538 | 3,73 | 4 068 | 12,25 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 3 753 | 3,47 | 1 050 | 11,94 | ||||
2025-08-07 | 13F | Gouws Capital LLC | 1 541 | −21,26 | 431 | −14,82 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 827 | −1,19 | 231 | 6,94 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 593 | −25,64 | 726 | −19,53 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 12 384 | 32,24 | 3 465 | 43,12 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 11 171 | 4,94 | 3 126 | 13,51 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 4 960 | −5,07 | 1 388 | 2,66 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 2 364 | 0,00 | 662 | 8,18 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 1 465 | 0,00 | 410 | 8,18 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 19 538 | 5,08 | 5 467 | 13,71 | ||||
2025-08-13 | 13F | McCollum Christoferson Group LLC | 1 403 | 0,00 | 393 | 8,29 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 1 369 | 0,00 | 383 | 8,19 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 10 453 | −3,78 | 2 925 | 4,09 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 354 | −9,46 | 659 | −2,08 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 928 | 1,53 | 251 | 11,61 | ||||
2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Unique Wealth, Llc | 2 261 | 77,47 | 633 | 92,10 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 21 667 | 6,13 | 6 063 | 14,83 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 5 802 | −0,09 | 2 | 0,00 | ||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 1 955 | 0,00 | 547 | 8,32 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 1 326 | −5,56 | 343 | −7,57 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 1 438 | 3,53 | 402 | 11,98 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 28 757 | 5,68 | 8 047 | 14,35 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 27 524 | −2,35 | 7 702 | 5,67 | ||||
2025-04-10 | 13F | Presilium Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 3 097 | −78,41 | 880 | −76,30 | ||||
2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 4 141 | −2,52 | 1 159 | 5,46 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 129 743 | 9,41 | 36 306 | 18,39 | ||||
2025-05-06 | 13F | WT Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 404 194 | 0,00 | 113 106 | 8,20 | ||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 7 192 | −0,28 | 2 012 | 7,88 | ||||
2025-08-05 | 13F | Snider Financial Group | 1 171 | 2,63 | 328 | 11,22 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 17 539 | −3,53 | 4 908 | 4,38 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 10 027 | −32,84 | 2 806 | −27,33 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 30 916 | −1,98 | 8 651 | 6,06 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 1 475 | −23,77 | 413 | −17,60 | ||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 790 | 0,00 | 221 | 8,33 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 49 904 | 7,70 | 13 965 | 16,53 | ||||
2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 1 495 | −1,25 | 418 | 6,91 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4 099 | 1 147 | ||||||
2025-08-06 | 13F | North Capital, Inc. | 950 | 0,00 | 266 | 8,16 | ||||
2025-08-12 | 13F | Ade, Llc | 995 | 278 | ||||||
2025-07-08 | 13F | FF Advisors,LLC | 4 868 | 0,00 | 1 362 | 7,50 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 454 | 740,74 | 127 | 876,92 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 9 565 | −1,29 | 2 677 | 6,78 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 13 167 | 0,00 | 3 684 | 8,19 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 799 124 | 103,66 | 223 786 | 120,53 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 31 349 | 12,03 | 8 772 | 21,23 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 28 800 | −0,33 | 8 059 | 7,86 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 16 118 | 6,44 | 4 510 | 15,17 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 11 621 | 394,72 | 3 252 | 435,58 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 975 | −4,32 | 273 | 3,42 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 3 641 | −0,93 | 1 019 | 7,16 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 2 643 | −8,10 | 740 | −0,54 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 7 453 | 6,90 | 1 927 | 4,67 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 694 | 0,00 | 194 | 8,38 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 676 | −40,39 | 189 | −35,49 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 17 808 | 10,93 | 4 983 | 20,04 | ||||
2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 37 089 | 2,23 | 10 350 | 10,32 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 3 029 | 3,27 | 848 | 11,74 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 58 | 0,00 | 0 | |||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 39 009 | 1,70 | 10 916 | 10,03 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 6 392 | −7,42 | 1 796 | 0,56 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 5 077 | −30,04 | 1 421 | −24,31 | ||||
2025-05-13 | 13F | Long Island Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 31 244 | −0,97 | 8 743 | 7,16 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 1 831 | 0,00 | 512 | 8,25 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 122 460 | −17,77 | 34 268 | −11,02 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 988 | 0,00 | 277 | 8,24 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 6 279 | −3,00 | 1 757 | 4,96 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 1 681 | 470 | ||||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 33 834 | −23,12 | 9 468 | −16,82 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 148 | −37,30 | 321 | −32,14 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Capital Planning LLC | 33 128 | −29,95 | 9 306 | −23,92 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 275 | 0,00 | 77 | 7,04 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2 010 | −3,97 | 563 | 3,88 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 30 121 | 3,62 | 8 429 | 12,12 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 1 520 | 3,12 | 428 | 12,07 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 18 155 | 12,25 | 5 085 | 21,57 | ||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 2 491 | 2,34 | 697 | 11,88 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 27 | 8 | ||||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5 470 | 5,39 | 1 531 | 14,01 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 894 | 250 | ||||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2 497 | −6,83 | 699 | 0,87 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 767 | 215 | ||||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 9 813 | 21,40 | 2 746 | 31,34 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 72 | −88,70 | 20 | −87,80 | ||||
2025-08-08 | 13F | Red Cedar Investment Management, Llc | 10 950 | 3 064 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 250 168 | 0,07 | 70 004 | 8,27 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 10 324 | −2,47 | 2 889 | 5,52 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 14 804 | 1,20 | 4 143 | 9,49 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 2 323 | −20,12 | 650 | −13,56 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 087 | −54,95 | 304 | −51,28 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 889 | 13,97 | 249 | 23,38 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 6 133 | −28,13 | 1 716 | −22,21 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 2 840 | −4,47 | 798 | 3,78 | ||||
2025-04-18 | 13F | Wagner Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 52 023 | 1,80 | 14 557 | 10,16 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 11 258 | −6,50 | 3 150 | 1,16 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 54 299 | 180,59 | 15 253 | 204,80 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 10 793 | 7,85 | 2 791 | 5,60 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 43 132 | −0,22 | 12 070 | 7,96 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 16 467 | −2,44 | 5 | 0,00 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 5 050 | 10,79 | 1 413 | 19,95 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 1 980 | 0,00 | 554 | 8,20 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 1 080 | 0,00 | 302 | 8,24 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 632 | 0,00 | 177 | 7,98 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 1 518 | −4,95 | 425 | 2,91 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 10 916 | −3,28 | 2 823 | −9,23 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 142 798 | 12,71 | 39 959 | 21,95 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 52 108 | 51,86 | 14 637 | 64,94 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 26 257 | 1,91 | 7 355 | 10,35 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4 210 | −1,27 | 1 178 | 6,81 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 54 722 | 3,49 | 15 313 | 11,97 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 2 760 | 86,11 | 773 | 101,57 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 6 762 | −11,00 | 1 892 | −3,67 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 1 022 | 286 | ||||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1 572 | 3,97 | 440 | 12,53 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 196 | −42,86 | 55 | −38,64 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 40 656 | 10,80 | 11 377 | 19,89 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 31 060 | 0,93 | 8 692 | 9,21 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 1 011 | −46,59 | 283 | −42,33 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 22 326 | −18,74 | 6 248 | −12,08 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 15 354 | 2,34 | 4 297 | 10,72 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 4 559 | 12,93 | 1 276 | 22,13 | ||||
2025-07-10 | 13F | Envision Financial LLC | 24 397 | 10,05 | 6 827 | 19,07 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 20 981 556 | 14,32 | 5 855 349 | 24,07 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 15 120 | 0,07 | 4 231 | 8,29 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 9 991 | −1,54 | 2 796 | 6,52 | ||||
2025-07-10 | 13F | Trust Point Inc. | 2 255 | −56,69 | 631 | −53,12 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 135 | 0,00 | 0 | |||||
2025-07-09 | 13F | First Financial Corp /in/ | 18 330 | 2,97 | 5 129 | 11,43 | ||||
2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 9 564 | 251,88 | 2 698 | 304,35 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 2 104 | 0,14 | 589 | 8,29 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 2 819 | 2,81 | 789 | 11,14 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 7 448 | −0,65 | 2 084 | 7,53 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 92 | −41,77 | 26 | −33,33 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 1 557 | 4,22 | 436 | 12,69 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 2 170 | 29,01 | 607 | 39,54 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 9 370 | −0,20 | 2 622 | 7,99 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 793 | 222 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 2 966 756 | −0,12 | 830 187 | 8,07 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 48 824 | 0,02 | 13 662 | 8,22 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 3 054 | 0,00 | 790 | −2,11 | ||||
2025-07-08 | 13F | Silverleafe Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Papp L Roy & Associates | 2 712 | 6,73 | 759 | 15,37 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 49 865 | 5,20 | 13 954 | 13,83 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 13 408 | −1,44 | 3 752 | 6,62 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3 093 | 1,98 | 865 | 10,33 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 14 439 | 4,03 | 4 040 | 12,57 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 2 655 | −2,39 | 743 | 5,69 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 767 | 215 | ||||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 147 | 880,00 | 41 | 1 266,67 | ||||
2025-08-11 | 13F | Tidemark, LLC | 70 | 0,00 | 20 | 5,56 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 1 087 | 12,88 | 304 | 22,09 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 42 406 | 3,03 | 11 912 | 11,90 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 863 | 0,00 | 241 | 8,07 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 10 660 | 6,53 | 2 983 | 15,26 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 2 930 | −2,27 | 820 | 5,68 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 26 799 | 8,49 | 7 499 | 17,39 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 4 238 | −4,20 | 1 186 | 3,58 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 136 568 | 0,63 | 38 216 | 8,88 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 25 123 | 569,95 | 7 031 | 624,74 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 5 342 | 77,53 | 1 495 | 92,03 | ||||
2025-08-05 | 13F | Intellectus Partners, LLC | 8 719 | 0,00 | 2 449 | 8,65 | ||||
2025-07-09 | 13F | Berkshire Bank | 2 565 | −0,58 | 718 | 7,50 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 295 | −2,32 | 82 | 6,49 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 1 956 | 58,12 | 547 | 71,47 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 8 688 | 1,65 | 2 431 | 10,00 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 2 451 | −0,20 | 686 | 7,87 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 290 919 | 5,50 | 81 408 | 14,16 | ||||
2025-04-21 | 13F | Janney Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Arvest Investments, Inc. | 12 | 0,00 | 3 | 0,00 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 3 460 | −3,14 | 968 | 4,88 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 134 930 | −25,21 | 37 757 | −19,07 | ||||
2025-08-06 | 13F | Eukles Asset Management | 2 | 0,00 | 1 | |||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 14 668 | 11,01 | 4 120 | 20,57 | ||||
2025-07-16 | 13F | Randolph Co Inc | 3 500 | −21,21 | 979 | −14,72 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 210 | 57 | ||||||
2025-08-11 | 13F | Strategic Equity Management | 3 253 | −89,93 | 910 | −89,10 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 189 | 53 | ||||||
2025-08-14 | 13F | Alliancebernstein L.p. | 43 188 | −4,19 | 12 085 | 3,67 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 723 | 0,00 | 202 | 8,60 | ||||
2025-07-07 | 13F | RDA Financial Network | 785 | −29,15 | 220 | −23,43 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 4 448 | −7,49 | 1 245 | 0,08 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 2 969 | 0,00 | 831 | 8,21 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 20 600 | 232,26 | 5 764 | 259,58 | ||||
2025-07-28 | 13F | Nvest Financial, LLC | 2 253 | −54,65 | 630 | −50,93 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 90 | 0,00 | 25 | 8,70 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 5 526 | −4,90 | 1 546 | 2,93 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 34 120 | 0,66 | 9 752 | 12,30 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 57 938 | −15,31 | 16 213 | −8,37 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 56 692 | −2,98 | 15 864 | 4,98 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 3 949 | 0,00 | 1 105 | 8,23 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 40 253 | −3,03 | 11 264 | 4,92 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 77 887 | 10,98 | 21 795 | 20,08 | ||||
2025-08-14 | 13F | Family Management Corp | 469 | −33,19 | 131 | −27,62 | ||||
2025-08-12 | 13F | Braun Stacey Associates Inc | 1 092 | −8,39 | 306 | −0,97 | ||||
2025-07-07 | 13F | Armstrong Henry H Associates Inc | 2 248 | 0,00 | 629 | 8,26 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 2 536 | 0,00 | 1 | |||||
2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Eisler Capital Management Ltd. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 22 287 | 101,97 | 6 237 | 118,58 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 4 604 | −3,24 | 1 288 | 4,72 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5 179 | −3,84 | 1 449 | 4,09 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 950 | 0,00 | 266 | 16,74 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 10 866 | 71,20 | 3 041 | 85,25 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 3 201 | 0,06 | 896 | 8,22 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 9 | 0,00 | 3 | 0,00 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 760 | 213 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 69 845 | 4,84 | 19 545 | 13,44 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 903 | −5,15 | 253 | 2,44 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 15 280 | 4 276 | ||||||
2025-07-17 | 13F | First County Bank /CT/ | 5 962 | −8,60 | 1 668 | −1,07 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 2 750 | 310,45 | 770 | 8,16 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 15 799 | 16,03 | 4 421 | 25,56 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 1 177 | 0,00 | 329 | 8,22 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 56 640 | 2,44 | 15 850 | 10,85 | ||||
2025-08-05 | 13F | Garrison Bradford & Associates Inc | 600 | 0,00 | 168 | 7,74 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 8 720 | 20,56 | 2 440 | 30,48 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 187 | 48 | ||||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 4 967 | 0,00 | 1 390 | 8,18 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 923 | −6,67 | 258 | 1,18 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 6 366 | 2,59 | 1 782 | 11,03 | ||||
2025-07-16 | 13F | Bestgate Wealth Advisors, LLC | 3 197 | 0,00 | 827 | 0,00 | ||||
2025-08-11 | 13F | Citigroup Inc | 31 523 | −28,55 | 8 821 | −22,68 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 1 695 | 0,00 | 474 | 8,22 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 26 566 | 1 943,54 | 7 434 | 2 112,20 | ||||
2025-07-16 | 13F | Flower City Capital | 818 | 0,00 | 230 | 8,53 | ||||
2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 923 | 44,79 | 1 378 | 56,66 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 2 672 | −0,37 | 748 | 7,79 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 103 305 | 27,19 | 28 908 | 39,80 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 20 847 | 81,44 | 5 833 | 95,67 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 1 093 | 0,00 | 306 | 8,16 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 2 600 | 28,52 | 728 | 39,01 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 39 797 | 3,26 | 11 136 | 11,74 | ||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 1 241 | 0,00 | 347 | 8,10 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 10 557 | −32,84 | 2 954 | −27,33 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 216 223 | 11,07 | 61 327 | 21,82 | ||||
2025-05-13 | 13F | Trillium Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 60 200 | 3,08 | 16 846 | 11,53 | |||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 28 616 | 15,42 | 8 038 | 30,11 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 12 000 | 96,72 | 3 358 | 112,87 | |||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 29 057 | 1,07 | 8 131 | 9,38 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 13 591 | −3,88 | 3 803 | 4,02 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 6 361 | −7,78 | 1 780 | −0,22 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 1 777 | −0,22 | 497 | 8,04 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 57 299 | 58,32 | 16 034 | 71,31 | ||||
2025-08-13 | 13F | Alerus Financial Na | 2 469 | −1,63 | 691 | 6,32 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 992 | −16,07 | 278 | −9,18 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 46 699 | 4,26 | 13 068 | 12,81 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10 620 | −1,60 | 2 972 | 6,45 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 3 765 | 12,89 | 1 054 | 22,16 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 013 | 58,06 | 10 917 | 71,03 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 3 261 | 21,09 | 913 | 31,03 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 890 | 249 | ||||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 56 603 | 11,09 | 15 839 | 20,20 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 2 559 | 0,00 | 716 | 8,32 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 4 322 | 0,00 | 1 210 | 8,24 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 825 | −64,02 | 231 | −61,15 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 178 | 0,00 | 50 | 6,52 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 352 | −18,14 | 99 | −11,71 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 18 888 | 11,31 | 5 285 | 20,44 | ||||
2025-07-07 | 13F | Investors Research Corp | 10 | 0,00 | 3 | 0,00 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 52 | 0,00 | 13 | −7,69 | ||||
2025-07-17 | 13F | KWB Wealth | 1 262 | 0,00 | 326 | −2,10 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 935 | 1,30 | 262 | 9,66 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 46 626 | −5,93 | 13 047 | 1,79 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 277 129 | 2,97 | 77 552 | 11,42 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 121 | 0,00 | 0 | |||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 316 | 0,00 | 88 | 8,64 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 7 118 | −3,00 | 1 992 | 4,96 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 1 096 310 | 27,44 | 306 781 | 37,89 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 876 | 0,00 | 245 | 8,41 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Greenleaf Trust | 811 | 227 | ||||||
2025-07-18 | 13F | Trust Co Of Vermont | 9 827 | 14,83 | 2 750 | 24,22 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 1 492 | −3,80 | 417 | 3,99 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 2 306 | −4,51 | 645 | 3,37 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 7 299 | 2,03 | 2 | 100,00 | ||||
2025-07-11 | 13F | Diversified Trust Co | 12 782 | 0,98 | 3 577 | 9,26 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 8 700 | −15,95 | 2 444 | −8,71 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 691 819 | 0,80 | 193 593 | 9,06 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 8 614 | 2,16 | 2 410 | 10,55 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 408 | −7,55 | 394 | −4,14 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7 829 | −1,00 | 2 | −99,90 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 1 504 | −2,91 | 389 | −5,13 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 30 | −47,37 | 8 | −42,86 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 23 801 | 25,40 | 6 660 | 35,70 | ||||
2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 867 | 229 | ||||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 1 378 | 0,00 | 386 | 8,15 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 25 369 | 2,52 | 7 099 | 10,94 | ||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 100 | 900,00 | 28 | 1 250,00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 8 728 | −91,30 | 2 445 | −90,58 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 3 419 | 6,64 | 957 | 15,32 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 1 955 | −2,83 | 552 | 5,96 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 271 | 1,12 | 76 | 8,70 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 451 | −7,39 | 126 | 0,80 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 8 356 | −45,42 | 2 390 | −39,66 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 43 677 | −6,86 | 12 222 | 0,78 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 80 403 | 10,96 | 22 499 | 20,07 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 6 661 | −6,16 | 1 864 | 1,53 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 2 293 | −0,43 | 642 | 7,73 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 9 644 | 0,78 | 2 699 | 9,05 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 941 545 | 18,28 | 263 473 | 27,98 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 7 297 | −0,22 | 2 042 | 7,93 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 486 809 | 11,32 | 136 224 | 20,44 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 16 544 | 0,53 | 4 279 | −1,56 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 1 193 | −3,79 | 336 | 16,32 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 920 | −8,46 | 258 | −0,77 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 4 444 | −2,74 | 1 149 | −4,73 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 47 609 | 3,96 | 13 322 | 12,48 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 36 679 | 3,10 | 10 264 | 9,22 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 41 038 | 3,16 | 11 582 | 24,28 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 15 606 | 101,16 | 4 367 | 117,70 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 1 181 | 0,00 | 330 | 8,20 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 11 817 | −1,88 | 3 307 | 6,17 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 82 570 | 9,92 | 23 106 | 18,93 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 65 | 0,00 | 18 | 12,50 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 2 040 | −0,54 | 571 | 7,55 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 1 286 | 2,88 | 361 | 12,11 | ||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 1 016 | 0,00 | 284 | 8,40 | ||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 3 131 | −7,01 | 876 | 0,69 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 14 389 | −2,25 | 4 026 | 5,78 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 087 | −0,75 | 2 328 | 11,50 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 12 550 | −41,21 | 3 512 | −36,39 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 1 082 | 303 | ||||||
2025-07-15 | 13F | Unified Investment Management | 2 081 | 0,00 | 582 | 8,18 | ||||
2025-08-14 | 13F | Graney & King, LLC | 2 375 | 9,20 | 665 | 18,15 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 43 284 | 5,63 | 12 112 | 14,30 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | DT Investment Partners, LLC | 133 717 | 52,95 | 37 418 | 65,50 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 1 007 | 0,00 | 282 | 8,08 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 853 | 0,00 | 239 | 8,18 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 32 067 | −29,83 | 8 973 | −24,07 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12 762 | −4,38 | 3 571 | 3,48 | ||||
2025-07-25 | 13F | Ccg Wealth Management, Llc | 997 | 4,95 | 279 | 13,47 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 8 077 | −0,43 | 2 260 | 7,77 | ||||
2025-07-18 | 13F | Cooper Financial Group | 1 091 | −10,35 | 305 | −2,87 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 1 477 | 2,78 | 382 | 0,53 | ||||
2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | MBL Wealth, LLC | 22 212 | −0,22 | 6 215 | 7,96 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 863 | 242 | ||||||
2025-08-13 | 13F | Boston Family Office Llc | 9 006 | 13,11 | 3 | 0,00 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Sofos Investments, Inc. | 49 | −28,99 | 13 | −63,64 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 2 045 | 0,99 | 580 | 10,71 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 815 | −7,18 | 228 | 0,44 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 1 479 | −4,46 | 414 | 3,25 | ||||
2025-08-11 | 13F | Mindset Wealth Management, Llc | 1 226 | 343 | ||||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 4 249 | −3,43 | 1 189 | 4,48 | ||||
2025-07-22 | 13F | Plimoth Trust Co Llc | 7 374 | −1,51 | 2 063 | 6,56 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 40 | 11 | ||||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | McGuire Investment Group, LLC | 2 948 | 4,28 | 825 | 12,72 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 992 | 0,00 | 278 | 8,20 | ||||
2025-08-11 | 13F | Arrow Financial Corp | 103 248 | −5,07 | 28 892 | 2,71 | ||||
2025-08-12 | 13F | Willis Investment Counsel | 2 567 | 0,00 | 718 | 8,30 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 1 058 | 296 | ||||||
2025-08-08 | 13F | IMA Wealth, Inc. | 88 | 79,59 | 25 | 100,00 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 45 | 0,00 | 13 | 9,09 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 1 193 | 22,48 | 334 | 32,14 | ||||
2025-07-29 | 13F | Regions Financial Corp | 846 877 | 489,89 | 236 982 | 538,26 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 904 | 1,65 | 816 | 10,43 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 1 217 | 0,00 | 341 | 8,28 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 201 804 | −0,54 | 56 471 | 7,61 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 2 219 | −3,48 | 621 | 4,38 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 948 | 0,00 | 265 | 13,73 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 30 694 | −3,47 | 8 589 | 4,45 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 1 190 | 1,19 | 333 | 9,21 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 63 264 | 2,54 | 17 703 | 10,95 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 2 782 | −5,21 | 779 | 2,64 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 9 450 | −7,11 | 2 644 | 0,53 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 2 705 | 37,10 | 757 | 48,24 | ||||
2025-08-07 | 13F | Prospect Financial Group LLC | 782 | 0,00 | 219 | 7,92 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 093 | −1,35 | 306 | 6,64 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 71 124 | 0,98 | 19 980 | 9,68 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 24 702 | −3,33 | 6 912 | 4,60 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 31 308 | −52,76 | 9 | −52,94 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 24 788 | −0,90 | 6 937 | 7,24 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 12 090 | −24,48 | 3 396 | −17,97 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | Marotta Asset Management | 3 560 | −1,14 | 996 | 4,84 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33 628 | 7,09 | 9 410 | 15,89 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 230 | 0,00 | 65 | 8,47 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 187 | 0,00 | 52 | 8,33 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 75 239 | 4,44 | 21 054 | 13,01 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 31 049 | −0,67 | 8 688 | 7,47 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 12 826 | 0,02 | 3 317 | −5,82 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 2 728 | 44,26 | 764 | 56,03 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 3 680 | 4,46 | 1 030 | 12,95 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1 195 | −0,42 | 334 | 7,74 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 601 | 0,00 | 728 | 8,18 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 2 402 | 184,93 | 676 | 206,82 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 4 944 | 3,28 | 1 383 | 11,71 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 19 999 | −0,99 | 5 596 | 7,14 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2 981 | −3,25 | 834 | 4,77 | ||||
2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 5 285 | −1,93 | 1 479 | 6,10 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 1 830 | 6,64 | 512 | 15,58 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 104 595 | 178,87 | 29 269 | 201,73 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 32 588 | −52,46 | 9 119 | −48,56 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 830 | 0,73 | 232 | 8,92 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 1 452 | 0,00 | 406 | 8,27 | ||||
2025-07-08 | 13F | Lpwm Llc | 733 | 205 | ||||||
2025-07-10 | 13F | Secure Asset Management, LLC | 9 655 | 64,03 | 2 702 | 77,46 | ||||
2025-07-09 | 13F | LifePlan Financial, LLC | 3 691 | −1,13 | 1 033 | 6,94 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 2 672 | −15,92 | 748 | −9,01 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 6 070 | −3,60 | 1 698 | 4,30 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 62 084 | 21,51 | 17 373 | 31,48 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 3 645 | −1,75 | 1 021 | 6,36 | ||||
2025-07-31 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Seamount Financial Group Inc | 11 085 | 8,17 | 3 102 | 17,02 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 945 | 14,82 | 264 | 24,53 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 598 | 2 | ||||||
2025-07-17 | 13F | Gleason Group, Inc. | 18 454 | −0,50 | 5 164 | 7,67 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 916 | 0,22 | 256 | 8,47 | ||||
2025-07-28 | 13F | RMR Capital Management, LLC | 5 766 | −14,70 | 1 613 | −7,72 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 40 519 | 1,34 | 11 338 | 9,65 | ||||
2025-08-13 | 13F | Wealthquest Corp | 136 312 | 2,01 | 38 144 | 10,38 | ||||
2025-08-13 | 13F | Correct Capital Wealth Management | 1 042 | 0,00 | 292 | 8,18 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 24 | 0,00 | 7 | 0,00 | ||||
2025-07-25 | NP | USNZ - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 100 | 0,00 | 27 | 0,00 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 7 211 | −5,21 | 2 018 | 2,54 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 565 | 0,00 | 0 | |||||
2025-05-09 | 13F | Probity Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Luminist Capital LLC | 4 250 | 17,60 | 1 196 | 27,64 | ||||
2025-04-14 | 13F | Park Avenue Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 9 638 | 4,94 | 2 793 | 17,56 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 4 | −90,00 | 1 | −90,00 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 14 101 | −0,66 | 3 941 | 7,47 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 8 372 | 0,00 | 2 343 | 8,18 | ||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 102 454 | −2,26 | 28 670 | 5,75 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 40 559 | −1,23 | 11 | 10,00 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 15 901 | −1,12 | 4 450 | 7,00 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 21 577 | 0,71 | 6 038 | 8,97 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 4 823 | 1 355 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 534 240 | −5,06 | 149 496 | 2,73 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 886 | −47,45 | 248 | −43,35 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 228 910 | 12,32 | 64 056 | 21,53 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 63 665 | −2,30 | 18 | 6,25 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 699 | 0,00 | 475 | 8,20 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 753 | 211 | ||||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 15 | 0,00 | 4 | 33,33 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 39 | 680,00 | 11 | 900,00 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 5 434 | 0,57 | 1 521 | 8,80 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 88 | 0,00 | 25 | 9,09 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 16 230 | 7,58 | 4 542 | 16,41 | ||||
2025-07-16 | 13F/A | CX Institutional | 198 417 | −11,60 | 56 | −5,17 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 44 504 | 40,47 | 12 454 | 52,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 42 174 | 137,87 | 11 802 | 157,38 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 10 378 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 29 168 | 1,56 | 8 162 | 9,88 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 827 | 0,00 | 231 | 8,45 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 517 | −10,86 | 145 | −4,00 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 18 | 0,00 | 5 | 25,00 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1 918 | 2,18 | 537 | 10,52 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 17 288 | 3,73 | 4 838 | 12,23 | ||||
2025-07-29 | 13F | Northeast Investment Management | 69 107 | 0,49 | 19 338 | 8,74 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 5 497 | −17,77 | 1 538 | −11,05 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 167 | 47 | ||||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 1 388 | 0,00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 1 650 | −96,71 | 462 | −96,45 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 326 | 91 | ||||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 6 | 0,00 | 2 | 0,00 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 5 034 | −2,31 | 1 409 | 5,71 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 477 | 0,04 | 693 | 8,28 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 1 484 | −14,02 | 415 | −6,95 | ||||
2025-07-29 | 13F | Financial Symmetry Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | XML Financial, LLC | 29 287 | 4,75 | 8 195 | 13,35 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 21 | −57,14 | 6 | −58,33 | ||||
2025-07-16 | 13F | Howard Capital Management Group, LLC | 2 540 | 3,55 | 711 | 11,99 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 105 452 | −2,55 | 29 509 | 5,44 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 151 514 | 2,37 | 43 142 | 13,78 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4 450 | 1 | ||||||
2025-08-12 | 13F | Cynosure Management, Llc | 736 | 206 | ||||||
2025-07-09 | 13F | Orser Capital Management, Llc | 760 | 213 | ||||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 440 | 0,00 | 123 | 8,85 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 6 043 | −0,12 | 1 691 | 8,12 | ||||
2025-07-24 | 13F | Lokken Investment Group LLC | 24 914 | 1,51 | 6 972 | 9,83 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 4 141 | 0,00 | 1 159 | 8,22 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 3 079 | −0,23 | 862 | 20,08 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 10 079 | 2,89 | 2 820 | 11,33 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 225 517 | 1,94 | 63 | 10,53 | ||||
2025-08-13 | 13F | Northern Trust Corp | 126 982 | 3,74 | 35 533 | 12,24 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 1 033 | 1,87 | 289 | 10,31 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 80 339 | −0,98 | 22 481 | 112 305,00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 251 044 | −12,60 | 70 | −5,41 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 458 | 15,56 | 688 | 24,91 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 366 762 | −0,76 | 103 024 | 7,80 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 237 208 | 2,64 | 66 757 | 10,29 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 3 005 | 0,00 | 841 | 8,11 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 3 080 | 10,63 | 862 | 19,75 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 5 922 | 0,39 | 1 657 | 8,66 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 2 185 | −1,80 | 611 | 6,26 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 6 336 | −9,60 | 1 773 | −2,15 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2 315 | 0,00 | 648 | 8,19 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 4 400 | 22,22 | 1 231 | 32,22 | |||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 19 115 | 4,41 | 5 349 | 12,97 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 4 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 4 800 | 33,33 | 1 343 | 44,25 | |||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 70 342 | 2,46 | 19 758 | 11,28 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 3 648 | −0,16 | 1 021 | 7,94 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 771 | 216 | ||||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 5 145 | −1,25 | 1 440 | 6,83 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 8 702 | −5,36 | 2 435 | 2,40 | ||||
2025-08-05 | 13F | Tsfg, Llc | 14 005 | −40,62 | 4 | −50,00 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 976 | −50,68 | 273 | −46,58 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 6 | 2 | ||||||
2025-07-09 | 13F | Beacon Financial Group | 5 089 | 0,97 | 1 424 | 9,29 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 53 197 | 4,92 | 15 072 | 22,02 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 3 201 | 0,00 | 896 | 8,22 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 3 936 | 0,36 | 1 111 | 9,14 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 34 436 | 26,33 | 9 636 | 36,70 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 4 437 | −34,74 | 1 242 | −29,41 | ||||
2025-07-24 | 13F | Birch Capital Management, LLC | 391 | 0,00 | 109 | 7,92 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 709 460 | 10,38 | 478 358 | 19,43 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 5 662 | 2,31 | 1 584 | 10,69 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 8 832 | 2 471 | ||||||
2025-07-31 | 13F | Sequent Asset Management, LLC | 2 187 | 0,00 | 612 | 8,14 | ||||
2025-08-08 | 13F | Trustco Bank Corp N Y | 873 | 0,00 | 244 | 8,44 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 38 619 | 1,90 | 10 807 | 10,25 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 16 750 | 0,24 | 4 687 | 8,47 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 29 557 | 727,23 | 8 271 | 795,99 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 14 964 | −7,77 | 4 187 | −0,19 | ||||
2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 7 977 | −0,09 | 2 232 | 8,14 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 7 825 | 0,00 | 2 190 | 8,21 | ||||
2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 6 568 668 | 6,18 | 1 838 110 | 14,89 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 257 104 | −0,49 | 71 945 | 7,67 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 152 497 | 1,78 | 42 835 | 10,54 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 104 824 | −10,13 | 29 333 | −2,76 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 4 685 | 28,25 | 1 311 | 38,77 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 538 967 | 23,96 | 150 819 | 34,13 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 5 841 | −26,70 | 1 635 | −20,72 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 753 | 211 | ||||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 2 148 | −15,27 | 601 | −8,24 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 37 439 | 1,85 | 10 477 | 10,20 | ||||
2025-07-24 | 13F | Fischer Investment Strategies, Llc | 19 180 | −8,51 | 5 367 | −1,00 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 71 | 18,33 | 20 | 26,67 | ||||
2025-08-13 | 13F | Miramar Capital, LLC | 1 428 | 400 | ||||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 4 973 | 0,00 | 1 392 | 8,16 | ||||
2025-08-12 | 13F | Farmers National Bank | 4 360 | 0,41 | 1 220 | 8,73 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 835 | 0,44 | 515 | 9,11 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 50 835 | 5 988,02 | 14 225 | 6 516,28 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 35 | 10 | ||||||
2025-07-15 | 13F | Hofer & Associates. Inc | 15 368 | 1,40 | 4 301 | 9,72 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 219 083 | 5,54 | 61 306 | 14,20 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 1 908 | −7,24 | 534 | 0,38 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 873 | 0,00 | 226 | −2,17 | ||||
2025-08-12 | 13F | Wernau Asset Management Inc. | 3 719 | −6,09 | 1 041 | 1,56 | ||||
2025-07-14 | 13F | Abound Wealth Management | 310 | −0,64 | 87 | 7,50 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 993 | −15,70 | 276 | −9,54 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 2 | 0,00 | 1 | |||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 4 305 | 0,00 | 1 205 | 8,18 | ||||
2025-04-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 596 | −71,28 | 161 | −72,71 | ||||
2025-07-17 | 13F | David Kennon Inc | 37 879 | −0,16 | 10 600 | 8,02 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 11 283 | 0,00 | 3 157 | 8,19 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 68 104 | −1,10 | 19 058 | 7,01 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 22 066 | −9,19 | 6 175 | −1,75 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 2 639 | 103,78 | 738 | 120,96 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 6 140 | −0,92 | 1 718 | 7,24 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 2 714 | −0,55 | 759 | 7,66 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 2 488 | −4,49 | 696 | 3,42 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Guidance Capital, Inc | 1 987 | −0,30 | 560 | 7,90 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 27 252 | 4,56 | 7 626 | 13,13 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 1 972 | 6,83 | 552 | 15,51 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 283 | 0,00 | 359 | 8,46 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 9 871 | 3,24 | 2 762 | 11,73 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 6 342 | 0,00 | 2 | 0,00 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 195 | 0,00 | 54 | 8,00 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 117 168 | 0,46 | 32 787 | 8,70 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 79 527 | 4,31 | 22 254 | 12,87 | ||||
2025-07-17 | 13F | Eagle Wealth Strategies Llc | 4 043 | 66,79 | 1 131 | 80,67 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 4 049 | 0,00 | 1 047 | 104 600,00 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2 498 | 699 | ||||||
2025-08-07 | 13F | FDx Advisors, Inc. | 5 482 | 0,64 | 2 | 0,00 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 1 145 | 0,00 | 322 | 8,42 | ||||
2025-07-30 | 13F | First Interstate Bank | 2 253 | −17,50 | 630 | −10,76 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3 726 | −0,48 | 1 043 | 7,64 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2 744 | −9,11 | 699 | −12,42 | ||||
2025-08-06 | 13F | Simmons Bank | 78 905 | −3,07 | 22 080 | 4,89 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 23 266 | −0,64 | 6 495 | 7,23 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 11 659 | −31,70 | 3 263 | −26,10 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 589 | −0,66 | 4 082 | 7,48 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 10 390 | 12,52 | 3 | 0,00 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 1 395 | 0,00 | 390 | 8,33 | ||||
2025-07-11 | 13F | Orrstown Financial Services Inc | 846 | 0,00 | 237 | 8,26 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 39 | 680,00 | 11 | 900,00 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 41 243 | −2,74 | 11 541 | 5,24 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 12 006 | −72,60 | 3 376 | −71,30 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 1 930 | 3,21 | 540 | 11,80 | ||||
2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF | 1 879 | −54,22 | 508 | −54,32 | ||||
2025-06-24 | NP | MNERX - MainStay Conservative ETF Allocation Fund Class R3 | 7 009 | −3,22 | 1 795 | −10,08 | ||||
2025-07-07 | 13F | Trust Co | 810 | 0,00 | 227 | 8,13 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 3 289 | −2,49 | 920 | 5,50 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 872 | −40,96 | 244 | −35,96 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 1 289 | 361 | ||||||
2025-07-29 | 13F | Violich Capital Management, Inc. | 730 | 204 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 661 | 3,74 | 5 222 | 12,23 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1 547 | −4,03 | 0 | |||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 1 527 | 0,00 | 427 | 8,38 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 1 902 | 0,00 | 532 | 8,35 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 3 205 | 0,00 | 897 | 8,21 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 49 456 | −9,75 | 13 839 | −2,34 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 5 638 | −15,13 | 1 578 | −8,21 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 109 | 2,78 | 310 | 11,11 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 2 428 | −2,10 | 679 | 5,93 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 1 173 | −2,98 | 336 | 14,29 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 2 801 | 0,97 | 784 | 9,21 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 66 | 0,00 | 19 | 5,88 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 2 113 | −1,99 | 594 | 6,46 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 61 | 0,00 | 17 | 13,33 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 94 111 | 0,88 | 26 335 | 9,16 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3 836 | −3,71 | 1 074 | 10,62 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 8 476 | −2,24 | 2 372 | 5,75 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 376 | 1,17 | 945 | 9,51 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 823 | 230 | ||||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 1 883 | 0,21 | 527 | 8,45 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 324 | 91 | ||||||
2025-07-23 | 13F | Values Added Financial LLC | 3 377 | 13,97 | 945 | 23,24 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 561 518 | 2,95 | 157 129 | 11,39 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 9 704 | −0,35 | 2 715 | 7,87 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 2 140 | 11,52 | 597 | 20,36 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 613 | −1,76 | 172 | 10,32 | ||||
2025-05-14 | 13F | Hill Investment Group Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1 609 | −2,01 | 450 | 6,13 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 106 655 | −2,06 | 29 851 | 5,99 | ||||
2025-08-05 | 13F | Retirement Financial Solutions, Llc | 57 312 | −9,55 | 16 038 | −2,14 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 1 815 | 0,00 | 508 | 8,10 | ||||
2025-08-15 | 13F | Orcam Financial Group | 1 982 | 0,00 | 555 | 8,20 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 50 082 | −6,88 | 14 015 | 0,76 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 39 133 | 6,00 | 10 951 | 14,70 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 97 | 53,97 | 27 | 68,75 | ||||
2025-08-04 | 13F | Field & Main Bank | 37 406 | 36,56 | 10 467 | 47,76 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 635 | 1,18 | 458 | 9,59 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 43 353 | 5,28 | 12 130 | 13,91 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 591 | 13,00 | 165 | 22,22 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 422 165 | 5,97 | 118 134 | 14,67 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 878 | 0,00 | 246 | 7,93 | ||||
2025-07-29 | 13F | Private Trust Co Na | 7 823 | 14,49 | 2 189 | 23,88 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 12 812 | 20,46 | 3 585 | 30,36 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 1 583 | 0,00 | 445 | 8,56 | ||||
2025-08-12 | 13F | Fidato Wealth LLC | 131 244 | 4,85 | 36 726 | 13,45 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 392 534 | −5,33 | 109 843 | 2,44 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 829 | −23,94 | 233 | −17,08 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 5 735 | 0,00 | 1 605 | 8,16 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 9 157 | −69,93 | 2 562 | −67,47 | ||||
2025-08-05 | 13F | Sebold Capital Management, Inc. | 43 876 | 1,39 | 12 278 | 9,70 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1 787 | 45,28 | 500 | 57,23 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 1 358 | 0,00 | 380 | 8,26 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 1 835 | 0,00 | 513 | 8,23 | ||||
2025-08-14 | 13F/A | Barclays Plc | 917 | 0,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 10 893 | 7,30 | 3 048 | 16,11 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 4 665 | 0,00 | 1 | 0,00 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 4 368 | 0,00 | 1 227 | 8,59 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 191 666 | −3,32 | 53 836 | 5,00 | ||||
2025-04-21 | 13F | MN Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 4 578 | 48,78 | 1 281 | 61,13 | ||||
2025-07-25 | 13F | Cypress Capital Group | 5 133 | 0,00 | 1 436 | 8,21 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 2 891 | −1,23 | 798 | 5,42 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 14 994 | 3,11 | 4 196 | 11,57 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 1 792 | 501 | ||||||
2025-08-04 | 13F | Northwest Financial Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 479 531 | 28,85 | 134 187 | 39,42 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 487 | −2,79 | 136 | 5,43 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 11 606 | 0,00 | 3 248 | 8,20 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 8 402 | −0,20 | 2 351 | 7,99 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 712 | −3,00 | 199 | 6,99 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 1 381 | 0,00 | 386 | 8,12 | ||||
2025-07-22 | 13F | James Reed Financial Services, Inc. | 54 459 | 4,43 | 15 239 | 13,00 | ||||
2025-07-29 | 13F | Creekside Partners | 26 755 | −1,49 | 7 487 | 6,59 | ||||
2025-07-29 | 13F | Grunden Financial Advisory, Inc. | 1 200 | 0,00 | 336 | 8,06 | ||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 15 420 | −0,79 | 4 315 | 7,34 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 16 355 | 0,00 | 5 | 0,00 | ||||
2025-08-26 | 13F | Claris Financial LLC | 1 932 | −3,50 | 541 | 2,27 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 9 423 | −4,26 | 2 637 | 3,58 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 17 651 | −2,22 | 4 939 | 5,81 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 27 432 | 18,35 | 7 691 | 28,31 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 1 388 | −16,28 | 388 | −9,35 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 154 074 | 7,00 | 43 812 | 17,65 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 8 275 | −0,65 | 2 316 | 7,47 | ||||
2025-07-09 | 13F | Searcy Financial Services Inc /adv | 97 599 | 1,16 | 27 311 | 9,46 | ||||
2025-07-23 | 13F | Somnio Financial Group, LLC | 46 396 | 5,57 | 12 983 | 11,84 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 2 644 | 0,61 | 740 | 9,48 | ||||
2025-07-21 | 13F | Greenwood Capital Associates Llc | 950 | −1,76 | 266 | 6,00 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 4 206 | 36,07 | 1 177 | 47,31 | ||||
2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 38 498 | 3,81 | 10 773 | 12,33 | ||||
2025-08-14 | 13F | Bakala Capital Management LLC | 2 505 | −2,98 | 701 | 4,95 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 3 670 | −6,90 | 1 027 | 0,69 | ||||
2025-08-12 | 13F | Vestor Capital, Llc | 424 | −67,13 | 0 | |||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 855 | 239 | ||||||
2025-08-08 | 13F | Investment Partners, Ltd. | 9 335 | −1,21 | 2 612 | 6,92 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 867 | 0,00 | 243 | 8,04 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 385 | 0,77 | 1 507 | 9,61 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 57 159 | −1,77 | 16 | 0,00 | ||||
2025-08-13 | 13F | RW Investment Management LLC | 16 536 | −1,42 | 4 627 | 6,66 | ||||
2025-08-12 | 13F | Country Trust Bank | 104 865 | 16,59 | 29 344 | 26,16 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 13 181 | 31,64 | 3 689 | 42,45 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 128 005 | 8,80 | 35 913 | 18,03 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 1 001 | 280 | ||||||
2025-08-14 | 13F | Boston Private Wealth Llc | 4 380 | 1 226 | ||||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 811 | 0,00 | 227 | 8,13 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 2 194 | −3,86 | 614 | 4,07 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 943 | 0,00 | 264 | 8,23 | ||||
2025-08-14 | 13F | Bank of Marin | 11 595 | 3 245 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 21 522 | 56,77 | 6 023 | 69,63 | ||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 1 590 | 30,33 | 445 | 40,95 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 12 294 | −1,88 | 3 453 | 6,57 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 2 647 | −3,04 | 747 | 11,16 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 8 861 | −10,00 | 2 480 | −2,63 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 31 060 | 0,57 | 8 692 | 8,81 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 1 047 | 0,00 | 293 | 8,15 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 1 058 | 0,47 | 296 | 8,82 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 3 254 | 910 | ||||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 9 051 | −0,31 | 2 533 | 7,84 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 3 374 | 0,00 | 948 | 8,60 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 36 918 | 5,80 | 10 331 | 14,47 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 41 203 | 25,09 | 11 530 | 35,35 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 8 616 | −3,67 | 2 411 | 4,24 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 28 285 | 6,71 | 7 922 | 16,04 | ||||
2025-08-14 | 13F | Cobler Capital Management, LLC | 1 522 | 205 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 67 | 17 | ||||||
2025-07-22 | 13F | Fishman Jay A Ltd/mi | 2 340 | −2,09 | 655 | 5,83 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 14 712 | 1,16 | 4 117 | 9,44 | ||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 736 | 206 | ||||||
2025-08-11 | 13F | Midwest Professional Planners, LTD. | 1 125 | −1,66 | 315 | 6,44 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 996 | −4,32 | 279 | 3,35 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 367 | 4 487,50 | 103 | 5 000,00 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 962 | 0,00 | 269 | 8,47 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 500 | −0,10 | 2 938 | 8,73 | ||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 4 | 0,00 | 1 | 0,00 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 1 655 | 5,55 | 463 | 14,32 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 7 413 | 0,18 | 2 074 | 8,42 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 8 762 | −5,68 | 2 461 | 2,46 | ||||
2025-08-14 | 13F | First Manhattan Co | 116 754 | 6,02 | 32 796 | 15,15 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 41 617 | −7,67 | 11 646 | −2,18 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 9 472 | 7,99 | 2 650 | 16,84 | ||||
2025-08-13 | 13F | Gibson Wealth Advisors LLC | 866 | −10,35 | 242 | −2,81 | ||||
2025-08-13 | 13F | Options Solutions, Llc | 800 | 0,00 | 224 | 8,25 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 811 | −47,88 | 227 | −43,78 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 918 | −6,52 | 257 | 0,79 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 27 114 | 2,21 | 7 587 | 10,60 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 12 435 | 0,41 | 3 480 | 8,65 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 17 829 | −1,27 | 4 989 | 6,83 | ||||
2025-07-24 | 13F | M1 Capital Management LLC | 1 518 | 0,00 | 425 | 8,16 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 133 362 | 37 319 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Carson Advisory Inc. | 946 | −13,13 | 265 | −6,05 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 11 147 | −2,77 | 3 119 | 5,19 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 20 724 | 2,81 | 5 799 | 11,24 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 14 413 | 7,15 | 4 033 | 15,96 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 98 | −20,97 | 27 | −15,62 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 93 164 | −0,74 | 26 267 | 16,81 | ||||
2025-07-15 | 13F | Financial Partners Group, Inc | 1 743 | −1,86 | 488 | 6,10 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 31 679 | −2,07 | 8 865 | 5,97 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 35 910 | 5,35 | 10 050 | 13,93 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 1 570 | 0,00 | 439 | 8,13 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 1 551 | 0,00 | 434 | 8,23 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 205 | 0,00 | 0 | |||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 2 179 | 2,88 | 612 | 11,88 | ||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 25 224 | −1,07 | 7 058 | 7,04 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 3 553 | −53,42 | 994 | −49,59 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 35 743 | 26,56 | 10 041 | 37,46 | ||||
2025-08-12 | 13F | CFC Planning Co LLC | 1 561 | 11,90 | 437 | 21,11 | ||||
2025-04-29 | 13F | Hm Payson & Co | 4 636 | −1,59 | 1 199 | −3,70 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 1 886 | 0,00 | 528 | 8,21 | ||||
2025-08-14 | 13F | Mairs & Power Inc | 2 238 | 9,81 | 626 | 18,79 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 4 583 | −1,44 | 1 282 | 6,66 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 7 060 | −0,48 | 1 976 | 7,69 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 1 685 | −8,52 | 472 | −1,05 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 1 866 | 0,00 | 522 | 8,30 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 8 244 | 3,37 | 2 307 | 11,83 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 9 422 | −4,02 | 2 637 | 3,86 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 33 747 | 2,96 | 9 480 | 11,83 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 1 407 | 0,00 | 394 | 8,26 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 2 594 | 9,13 | 726 | 18,08 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 17 093 | 1,16 | 4 783 | 9,48 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 1 014 | 6,07 | 284 | 14,57 | ||||
2025-05-02 | 13F | Schrum Private Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Human Investing LLC | 1 658 | 464 | ||||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 4 130 | −0,22 | 1 156 | 7,94 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 1 906 | −0,42 | 533 | 7,68 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 36 856 | −0,56 | 10 313 | 7,60 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 238 | −29,59 | 67 | −24,14 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 195 291 | 2,32 | 54 589 | 11,62 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 526 618 | 1,89 | 147 364 | 10,24 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 1 538 | −0,71 | 430 | 7,50 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 12 068 | 3,45 | 3 377 | 11,16 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 23 | 0,00 | 6 | 20,00 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 3 675 | −0,27 | 1 028 | 7,98 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 1 873 | −2,85 | 524 | 5,02 | ||||
2025-07-25 | 13F | Advocate Group Llc | 11 878 | 3,16 | 3 324 | 11,62 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 5 067 | 0,00 | 1 418 | 8,17 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 2 473 | 692 | ||||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 2 278 | 51,97 | 637 | 64,60 | ||||
2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 1 085 | 7,85 | 304 | 16,54 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 2 781 | 82,12 | 778 | 97,46 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 74 166 | −1,82 | 20 754 | 6,23 | ||||
2025-07-23 | 13F | Family Legacy, Inc. | 17 393 | −0,77 | 4 867 | 7,37 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 174 | 0,00 | 49 | 9,09 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 2 277 | −11,85 | 641 | −4,05 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 975 | 0,00 | 273 | 7,94 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 5 533 | 0,00 | 1 548 | 8,25 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 3 527 | −12,89 | 1 002 | −4,30 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 5 579 | 4,85 | 1 561 | 13,53 | ||||
2025-07-28 | 13F | Boston Trust Walden Corp | 14 143 | −14,10 | 3 958 | −7,07 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 4 484 | −15,57 | 1 255 | −8,67 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 3 210 842 | 0,87 | 898 461 | 9,14 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 12 698 | −22,76 | 3 553 | −16,42 | ||||
2025-07-24 | 13F | MA Private Wealth | 1 217 | 341 | ||||||
2025-08-07 | 13F | Mayport, Llc | 5 527 | 1,04 | 1 547 | 9,34 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 2 686 | −0,92 | 1 | |||||
2025-08-04 | 13F | Keybank National Association/oh | 32 127 | 0,18 | 8 990 | 8,40 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 5 276 | −1,12 | 1 476 | 7,03 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 3 502 | 0,84 | 980 | 9,02 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 182 | 0,29 | 1 170 | 8,53 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 772 | 216 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 343 668 | −11,87 | 96 169 | 5,79 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 460 | 16,46 | 119 | 13,46 | ||||
2025-07-23 | 13F | Absher Wealth Management, Llc | 17 | 0,00 | 5 | 0,00 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 620 | −0,11 | 1 573 | 8,12 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 6 278 | −25,88 | 1 757 | −19,82 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 1 231 | 0,74 | 344 | 8,86 | ||||
2025-05-13 | 13F | Watchman Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Prudent Investors Network | 77 723 | 0,94 | 21 749 | 9,22 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1 455 | 7,38 | 407 | 16,29 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 184 471 | −3,63 | 331 | 4,42 | ||||
2025-08-14 | 13F | Marquette Associates, Inc. | 19 288 | 0,00 | 5 397 | 8,20 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 6 350 | 6,28 | 1 784 | 15,40 | ||||
2025-07-21 | 13F | Investment Planning Advisors, Inc. | 1 532 | −3,10 | 429 | 4,90 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 4 086 | −2,83 | 1 143 | 5,15 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 30 039 | 0,72 | 8 | 14,29 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 900 | 252 | ||||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 5 278 | −3,65 | 1 483 | 4,66 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 2 070 | 0,00 | 579 | 8,22 | ||||
2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 2 201 | −0,63 | 616 | 7,52 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 3 743 | 99,31 | 1 047 | 115,88 | ||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 9 100 | 0,00 | 2 556 | 8,63 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 1 045 | 0,00 | 292 | 8,15 | ||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 1 364 | 0,00 | 382 | 8,24 | ||||
2025-05-13 | 13F | True Wealth Design, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 1 773 | −1,01 | 496 | 7,13 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 18 989 | 9,62 | 5 314 | 18,59 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 13 243 | −16,19 | 3 706 | −9,32 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 7 560 | 12,70 | 2 116 | 21,97 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 5 479 | −0,02 | 1 533 | 8,19 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 2 076 | −9,15 | 581 | −1,69 | ||||
2025-07-23 | 13F | Optas, LLC | 27 623 | −53,28 | 7 731 | −49,46 | ||||
2025-08-05 | 13F | Connable Office Inc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 884 | 247 | ||||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 398 534 | 3,77 | 111 522 | 12,28 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 217 | −2,25 | 61 | 5,26 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 122 | 314 | ||||||
2025-08-07 | 13F | Pcg Asset Management, Llc | 1 083 | 1,59 | 303 | 10,18 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 40 108 | −0,89 | 11 223 | 21,36 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 18 940 | −4,71 | 5 300 | 3,09 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 361 | 0,96 | 381 | 9,20 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 14 571 | 3,82 | 4 | 33,33 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 9 611 | 18,45 | 2 690 | 28,17 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 25 153 | 2,92 | 7 039 | 11,36 | ||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 4 051 | 31,70 | 1 134 | 42,52 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 291 | 78,53 | 0 | |||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 2 124 | 0,00 | 594 | 8,20 | ||||
2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 47 820 | −22,66 | 13 445 | −15,92 | ||||
2025-08-12 | 13F | GDS Wealth Management | 1 745 | −20,57 | 488 | −14,08 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 661 | 0,00 | 185 | 8,24 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 871 | 5,70 | 225 | 13,07 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 48 325 | −0,07 | 13 523 | 8,12 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 2 668 | 0,00 | 747 | 8,27 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 36 037 | 35,48 | 10 123 | 47,14 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 4 078 | 0,00 | 1 141 | 8,25 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 962 | 0,00 | 269 | 8,47 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 6 841 | 5,77 | 1 769 | 3,57 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 10 482 | −3,78 | 2 933 | 4,12 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 928 | 260 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 33 293 | −1,33 | 9 316 | 6,76 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 829 | 4,67 | 232 | 13,24 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 7 591 | 0,00 | 2 118 | 8,56 | ||||
2025-07-21 | 13F | Whelan Financial | 47 293 | −0,31 | 13 234 | 7,87 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 969 | 0,00 | 271 | 8,40 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 1 010 | 9,78 | 283 | 18,99 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 36 143 | 20,93 | 10 337 | 33,73 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 1 886 | 0,00 | 528 | 8,21 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 16 190 | 51,76 | 4 530 | 64,19 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 2 693 | 763 | ||||||
2025-05-15 | 13F | Glenmede Trust Co Na | 119 789 | −0,91 | 30 980 | −2,98 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1 565 465 | 1,62 | 438 064 | 9,96 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 770 | 22,81 | 215 | 32,72 | ||||
2025-07-17 | 13F | Refined Wealth Management | 13 285 | 2,19 | 3 717 | 10,59 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 6 609 | 7,22 | 1 849 | 16,00 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 9 761 | −0,71 | 2 731 | 7,44 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 16 288 | 39,78 | 4 558 | 51,24 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 7 857 | 0,00 | 2 199 | 8,22 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 1 385 | 0,73 | 387 | 9,01 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 240 | 0,00 | 67 | 8,06 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 3 898 | 23,94 | 1 091 | 34,07 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 15 942 | 2,03 | 4 461 | 10,39 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 47 373 | 13 256 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 254 419 | −16,80 | 71 194 | −9,97 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 2 079 | −0,10 | 582 | 7,99 | ||||
2025-08-04 | 13F | Spire Wealth Management | 5 803 | −4,34 | 1 624 | 3,51 | ||||
2025-08-11 | 13F | Platform Technology Partners | 4 027 | 2,08 | 1 127 | 10,39 | ||||
2025-07-31 | 13F | CNB Bank | 118 | 0,00 | 33 | 10,00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 55 852 | 16,55 | 15 629 | 26,10 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3 472 | −2,91 | 971 | 5,09 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 039 154 | −1,07 | 290 786 | 7,04 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 245 | 0,00 | 69 | 7,94 | ||||
2025-08-05 | 13F | Meridian Management Co | 21 367 | −46,23 | 6 111 | −40,55 | ||||
2025-08-07 | 13F | Bearing Point Capital, Llc | 18 521 | 7,40 | 5 183 | 16,21 | ||||
2025-07-09 | 13F | First Bank & Trust | 1 895 | −1,76 | 530 | 6,43 | ||||
2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 1 090 | 0,00 | 305 | 8,54 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 736 | 206 | ||||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 475 | 0,00 | 133 | 8,20 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 74 573 | 9,87 | 19 296 | 7,63 | ||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 40 883 | −15,23 | 11 440 | −8,27 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 1 049 | −15,74 | 295 | −10,09 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 1 367 | 60,26 | 383 | 73,64 | ||||
2025-08-08 | 13F | Avalon Trust Co | 11 | −91,73 | 3 | −91,18 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 110 | 0,00 | 31 | 7,14 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 18 | 0,00 | 5 | 25,00 | ||||
2025-09-03 | 13F | American Trust | 119 255 | 33 371 | ||||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 311 | 11,01 | 367 | 20,00 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 8 127 | −10,95 | 2 283 | −3,31 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3 255 | −0,79 | 911 | 7,31 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 551 | −6,28 | 714 | 1,28 | ||||
2025-07-21 | 13F | Family CFO Inc | 469 | 0,00 | 131 | 8,26 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Victory Financial Group, Llc | 6 148 | −16,21 | 1 720 | −9,33 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Condor Capital Management | 85 956 | −0,06 | 24 053 | 8,14 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 4 209 | 40,02 | 1 178 | 51,48 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 21 542 | −0,31 | 6 028 | 7,87 | ||||
2025-07-11 | 13F | Busey Wealth Management | 2 349 | 23,05 | 657 | 33,27 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 16 669 | 426,67 | 4 665 | 470,17 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 63 667 | 1,54 | 18 204 | 14,27 | ||||
2025-08-01 | 13F | Solstein Capital, LLC | 592 | 10,24 | 166 | 19,57 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 141 | −4,08 | 39 | 2,63 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 4 091 | −10,46 | 1 145 | −3,21 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 66 348 | 314,88 | 18 566 | 349,00 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 875 | 804 | ||||||
2025-04-11 | 13F | Davis Capital Management | 53 | 0,00 | 14 | 0,00 | ||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 762 | 213 | ||||||
2025-07-24 | 13F | Leo Wealth, LLC | 831 | 233 | ||||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 2 718 | 2,26 | 761 | 10,63 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 44 154 | 170,49 | 12 356 | 192,70 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 253 324 | −7,40 | 70 886 | 0,20 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 7 783 | 47,32 | 2 178 | 59,37 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 3 299 | 1,29 | 923 | 9,62 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 1 855 | −14,00 | 519 | −7,00 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 1 822 | 0,00 | 471 | 0,00 | ||||
2025-08-15 | 13F | Earnest Partners Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 6 307 | −9,03 | 1 765 | −1,62 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 12 773 | −19,94 | 3 574 | −13,38 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 6 637 | 3,08 | 1 857 | 11,53 | ||||
2025-07-29 | 13F | RWQ Financial Management Services, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 4 276 | 4,22 | 1 196 | 12,72 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 339 | 0,00 | 95 | 8,05 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 36 998 | 3,20 | 10 353 | 11,66 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 36 898 | 3,02 | 10 325 | 11,48 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 39 680 | 44,21 | 11 104 | 56,03 | ||||
2025-08-07 | 13F | LOM Asset Management Ltd | 8 292 | 2 | ||||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 47 629 | 2,48 | 13 328 | 10,89 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 6 465 | −27,03 | 1 809 | −21,04 | ||||
2025-07-23 | 13F | Dohj, Llc | 3 516 | −1,15 | 877 | −4,68 | ||||
2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 80 | 0,00 | 22 | |||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 4 388 | −7,17 | 1 228 | 0,49 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 23 164 | −0,29 | 6 482 | 7,87 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 29 282 | −10,98 | 8 194 | −3,68 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 6 148 | −6,99 | 1 720 | 0,64 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 48 261 | −2,99 | 13 505 | 4,97 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 11 193 | 8,18 | 3 132 | 17,04 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 143 | 0,00 | 40 | 11,11 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 1 603 | 11,86 | 0 | |||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 10 | 0,00 | 3 | 0,00 | ||||
2025-07-11 | 13F | Williams Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 220 | 0,00 | 62 | 8,93 | ||||
2025-08-14 | 13F | Headinvest, Llc | 29 284 | −8,22 | 8 194 | −0,69 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 3 982 | 372,36 | 1 114 | 413,36 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 29 411 | −6,84 | 8 230 | 0,81 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 818 | 0,00 | 229 | 8,06 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 34 480 | −1,33 | 9 648 | 6,76 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 1 930 | −0,77 | 540 | 7,36 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 4 026 | 0,00 | 1 126 | 8,17 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 523 | 0,00 | 146 | 8,15 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 3 499 | −67,59 | 979 | −64,92 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 92 870 | −0,57 | 25 988 | 7,58 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 4 058 | −0,98 | 1 135 | 7,18 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 223 290 | 8,61 | 62 483 | 17,52 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 22 894 | 24,03 | 6 634 | 41,66 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 7 219 | −14,35 | 2 020 | −7,30 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 9 332 | 0,00 | 2 611 | 8,21 | ||||
2025-07-24 | 13F | Blair William & Co/il | 124 683 | 8,16 | 34 890 | 17,03 | ||||
2025-07-09 | 13F | Fjell Capital, LLC | 14 868 | −0,18 | 4 160 | 8,00 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 8 285 | 13,46 | 2 327 | 23,25 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 3 173 | −4,14 | 888 | 3,62 | ||||
2025-08-07 | 13F | Commerce Bank | 48 305 | 5,06 | 13 517 | 13,67 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1 428 | 0,00 | 400 | 8,13 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 1 548 | 26,06 | 0 | |||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 1 106 | 0 | ||||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 800 | 0,00 | 224 | 8,25 | ||||
2025-08-14 | 13F | UBS Group AG | 5 675 783 | 0,92 | 1 588 254 | 9,20 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 38 728 | 4,53 | 10 837 | 13,11 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 934 | −0,43 | 261 | 7,85 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 13 935 | −1,09 | 3 899 | 7,03 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 1 299 | 0,00 | 363 | 8,36 | ||||
2025-07-23 | 13F | Magnolia Capital Management Ltd | 1 950 | 0,00 | 1 | |||||
2025-08-01 | 13F | Motco | 240 | 0,00 | 69 | 9,68 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 1 503 | −27,32 | 421 | −21,35 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 16 222 | −0,48 | 4 541 | 7,71 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 416 | 0,35 | 396 | 8,49 | ||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 2 452 | 2,00 | 686 | 10,47 | ||||
2025-08-14 | 13F | FC Advisory LLC | 2 004 | −0,94 | 561 | 7,07 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 10 682 | −11,48 | 2 989 | −4,23 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 197 035 | 27,99 | 55 136 | 38,49 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 1 088 | −45,55 | 304 | −41,09 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 21 841 | 3,73 | 6 | 20,00 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 3 638 | −1,62 | 1 018 | 6,49 | ||||
2025-07-09 | 13F | Hummer Financial Advisory Services Inc | 2 299 | 27,79 | 646 | 38,71 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 43 665 | 12 | ||||||
2025-07-10 | 13F | Affiance Financial, LLC | 8 008 | 5,81 | 2 241 | 14,46 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 154 367 | 599,57 | 43 197 | 657,03 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 1 415 | 0,00 | 0 | |||||
2025-07-31 | 13F | Northstar Asset Management Llc | 57 809 | −0,73 | 16 177 | 7,41 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 13 082 | 84,64 | 3 661 | 99,84 | ||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 29 473 | −1,34 | 8 247 | 6,76 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 15 081 | 6,30 | 4 220 | 15,02 | ||||
2025-07-31 | 13F | Cadinha & Co Llc | 1 352 | 16,35 | 378 | 26,00 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 139 | 0,00 | 39 | 8,57 |
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