Grundläggande statistik
| Institutionella ägare | 783 total, 783 long only, 0 short only, 0 long/short - change of 6,66% MRQ |
| Genomsnittlig portföljallokering | 0.7734 % - change of 2,45% MRQ |
| Institutionella aktier (lång) | 163 776 078 (ex 13D/G) - change of 4,69MM shares 2,95% MRQ |
| Institutionellt värde (lång) | $ 17 219 713 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF (US:VONG) har 783 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 163,776,078 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Avantax Advisory Services, Inc., Morgan Stanley, LPL Financial LLC, Tiaa Trust, National Association, Wells Fargo & Company/mn, Envestnet Asset Management Inc, UBS Group AG, Ameriprise Financial Inc, and Raymond James Financial Inc .
Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF (NasdaqGM:VONG) 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 12, 2025 is 118,43 / share. Previously, on September 16, 2024, the share price was 94,10 / share. This represents an increase of 25,86% 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
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 900 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Strategic Wealth Designers | 25 | 3 | ||||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 28 510 | 3,41 | 3 113 | 21,70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 178 152 | −9,32 | 19 454 | 6,72 | ||||
| 2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 19 274 | 2 665,28 | 1 982 | 1 058,48 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 182 189 | −5,09 | 19 895 | 11,70 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 36 961 | 4 036 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 764 | 12,55 | 1 066 | 32,59 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 22 016 | −25,10 | 2 404 | −11,84 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3 689 | 0,00 | 403 | 17,54 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 576 752 | 12,98 | 62 981 | 32,96 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 2 312 | 0,00 | 252 | 17,76 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 16 176 | −2,92 | 1 766 | 14,23 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 500 | 0,00 | 55 | 17,39 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2 767 | −40,29 | 302 | −29,77 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 22 595 | 14,96 | 2 467 | 35,33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 910 803 | −0,01 | 99 460 | 17,67 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 2 472 | 0,12 | 270 | 17,47 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 43 466 | −2,57 | 4 746 | 14,67 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 300 | 0,00 | 33 | 18,52 | ||||
| 2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 230 015 | 7,68 | 25 118 | 26,73 | ||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 16 642 | 87,64 | 1 711 | 11,84 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 29 078 | 576,08 | 3 175 | 695,74 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 469 420 | −2,42 | 51 220 | 14,83 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2 288 | 0,09 | 250 | 17,45 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 17 622 | 1 924 | ||||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 372 | 0,00 | 41 | 17,65 | ||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 14 751 | 39,29 | 1 611 | 63,95 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 2 332 | 0,00 | 255 | 17,59 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 600 | 0,00 | 175 | 17,57 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 208 880 | 1,67 | 22 810 | 19,64 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 190 620 | −0,70 | 20 816 | 16,86 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 7 980 | −9,47 | 871 | 6,61 | ||||
| 2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 2 509 | 482,13 | 258 | 157,00 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 19 244 | −8,17 | 2 101 | −2,91 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 17 817 | 39,00 | 1 946 | 79,59 | ||||
| 2025-07-18 | 13F | Sicart Associates LLC | 2 313 | 0,00 | 253 | 17,76 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 112 | 0,00 | 12 | 20,00 | ||||
| 2025-08-13 | 13F | Meketa Investment Group Inc /adv | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 691 | 0,00 | 294 | 17,67 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 162 622 | 8,51 | 245 652 | 32,84 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 41 | 0,00 | 4 | 33,33 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 398 999 | −4,69 | 43 571 | 12,17 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 127 138 | −11,75 | 13 883 | 3,85 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 475 | −77,16 | 52 | −73,58 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 162 | −17,35 | 18 | −5,56 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 978 | 0,00 | 107 | 17,78 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 35 345 | −4,96 | 3 860 | 11,86 | ||||
| 2025-08-12 | 13F | Bokf, Na | 17 013 | 48,40 | 1 858 | 74,69 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 55 | 0,00 | 6 | 20,00 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 2 877 | −8,96 | 314 | 7,17 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 9 391 | 0,00 | 1 025 | 17,68 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 243 398 | 1,45 | 26 579 | 19,39 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 135 103 | −31,99 | 14 753 | −19,96 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 587 | −16,72 | 392 | −2,01 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 210 870 | −1,54 | 23 | 21,05 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 23 802 | −2,24 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 21 321 | 367,98 | 2 328 | 451,66 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 4 820 | 8,19 | 526 | 27,36 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 43 319 | 5,96 | 4 730 | 24,70 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 5 564 | −90,29 | 608 | 37,33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 13 610 | 0,00 | 1 489 | 17,99 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 410 | 2,18 | 2 338 | 20,22 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 635 | 0,00 | 69 | 18,97 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 4 490 | 0,00 | 490 | 17,79 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 218 607 | 22,29 | 23 872 | 43,92 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 4 438 | 35,55 | 485 | 59,74 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 610 534 | 2,59 | 67 | 20,00 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 4 240 | 3,67 | 463 | 22,16 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 908 | 0 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 32 457 | 9,73 | 3 544 | 24,18 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 9 874 | 378,86 | 1 015 | 110,14 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21 115 | −5,28 | 2 306 | 11,46 | ||||
| 2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 16 216 | 7,39 | 1 771 | 26,34 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 14 489 | 0,00 | 1 582 | 17,71 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 4 057 | 13,42 | 443 | 33,53 | ||||
| 2025-05-08 | 13F | Shufro Rose & Co Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 489 | 13,03 | 272 | 32,84 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 198 911 | 0,48 | 23 | 22,22 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 660 | 0,00 | 509 | 17,59 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 2 630 | 287 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 3 965 | 18,22 | 433 | 38,91 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 7 625 | 0,09 | 833 | 17,85 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 632 | 0,16 | 69 | 18,97 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 135 739 | 14 823 | ||||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 22 511 | −3,98 | 2 458 | 13,01 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1 926 | 210 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 543 | 168 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 2 819 | 308 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 43 811 | 11,54 | 4 784 | 31,28 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 2 924 | 1,35 | 319 | 19,48 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7 287 | 77,86 | 796 | 109,21 | ||||
| 2025-08-01 | 13F | First National Trust Co | 63 129 | −19,40 | 6 894 | −5,15 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 12 980 | 158,05 | 1 417 | 204,08 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 31 671 | −0,08 | 3 458 | 17,58 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7 383 | 806 | ||||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 244 | 0,00 | 27 | 18,18 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 475 | 0,00 | 52 | 15,91 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 844 | 24,48 | 92 | 48,39 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 15 000 | 30,43 | 1 638 | 53,51 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 370 | −2,36 | 914 | 14,97 | ||||
| 2025-07-11 | 13F | Trust Co Of Virginia /va | 26 539 | −0,08 | 2 898 | 17,61 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 2 462 | 269 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 44 746 | 12,36 | 4 886 | 32,23 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 8 488 | 0,00 | 927 | 17,66 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24 475 | −56,31 | 2 673 | −48,60 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 745 | 0,04 | 300 | 17,72 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 355 061 | 2,45 | 38 773 | 20,57 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 13 356 | 6 820,21 | 1 373 | 2 821,28 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 268 | 29 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 16 443 | 13,04 | 1 796 | 33,06 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 653 452 | 38,13 | 71 357 | 62,56 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 4 360 | 0,00 | 476 | 17,82 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 3 119 | 0,00 | 341 | 17,65 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 43 972 | 33,41 | 4 802 | 57,00 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Copia Wealth Management | 468 | −11,70 | 51 | 4,08 | ||||
| 2025-04-17 | 13F | Motive Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 8 545 | 5,79 | 933 | 24,57 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 257 | −21,65 | 28 | −6,67 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 800 | −1,37 | 197 | 5,95 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 21 392 | −6,86 | 2 336 | 9,62 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 4 556 | −0,59 | 498 | 16,94 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 3 400 | 0,00 | 371 | 17,78 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 14 550 | −50,00 | 1 589 | −41,19 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 2 194 | 240 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 280 438 | −28,79 | 30 624 | −16,20 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 838 489 | 1,21 | 77 803 | −9,09 | ||||
| 2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 3 773 | 0,00 | 350 | −10,03 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 370 907 | 4,88 | 40 503 | 23,44 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 3 723 | 0,00 | 407 | 17,68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 11 180 | −9,58 | 1 221 | 6,36 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 259 | 0,00 | 28 | 16,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 510 940 | 81,06 | 55 795 | 113,08 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 3 081 | 0,82 | 286 | −9,52 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 5 340 | 0,00 | 583 | 17,78 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 578 | −15,30 | 172 | 0,00 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 113 690 | 17,46 | 12 415 | 38,23 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 20 705 | 33,67 | 2 261 | 57,38 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 13 388 | −0,37 | 1 462 | 17,26 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Quent Capital, LLC | 1 102 752 | −5,69 | 120 420 | 10,99 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 2 247 | 245 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 653 | 0,00 | 71 | 18,33 | ||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 381 209 | −22,64 | 41 628 | −8,95 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 23 594 | −15,17 | 2 576 | −0,16 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9 244 | −25,26 | 1 | 0,00 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 3 180 | 10,53 | 347 | 30,45 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 21 071 | 23,94 | 2 301 | 45,85 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Millennium Management Llc | 4 630 | 506 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 39 325 | −5,66 | 4 | 33,33 | ||||
| 2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 59 034 | −1,08 | 6 447 | 16,42 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6 154 | 0,13 | 672 | 17,72 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 5 677 | 26,69 | 620 | 49,16 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 710 855 | 7,28 | 405 968 | 26,32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 17 266 | 0,30 | 1 885 | 18,03 | ||||
| 2025-07-24 | 13F | Shikiar Asset Management Inc | 23 500 | 0,00 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 4 637 | 0,00 | 477 | 16,95 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 22 | 0,00 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 490 | 56 | ||||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 50 333 | 14,50 | 5 496 | 34,77 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6 639 | 0,00 | 725 | 17,69 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 3 509 | 383 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 10 133 619 | −2,45 | 1 106 591 | 14,80 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 50 338 | 2,68 | 5 497 | 20,84 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 62 400 | 6 814 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 160 643 | 1,92 | 17 542 | 19,95 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 976 | 32,08 | 1 967 | 62,08 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 241 | 0,00 | 26 | 18,18 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 4 979 | −16,66 | 544 | −1,99 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 115 | 13 | ||||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 47 106 | 18,34 | 5 155 | 38,24 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 160 618 | 1,96 | 17 540 | 19,99 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 700 | −26,32 | 76 | −13,64 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 7 844 | 3,07 | 857 | 21,25 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 4 589 | −23,20 | 513 | −10,33 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 59 385 | 2,54 | 6 485 | 20,68 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 46 773 | −7,67 | 5 305 | 8,62 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 2 217 | 242 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 21 863 | 46,19 | 2 387 | 72,10 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 269 | 144,75 | 794 | 188,36 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 574 | 0,00 | 63 | 16,98 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 86 945 | 3,38 | 9 494 | 21,67 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 542 | 0,00 | 59 | 18,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 910 | −90,61 | 99 | −88,98 | ||||
| 2025-08-07 | 13F/A | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 113 690 | 17,46 | 12 288 | 35,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 512 | 0,00 | 56 | 17,02 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 592 | 270,58 | 611 | 335,71 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 52 161 | 13,43 | 4 840 | 1,87 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 4 748 | 518 | ||||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 2 794 | 0,00 | 305 | 17,76 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 15 | 0,00 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 6 764 | 0,00 | 739 | 17,70 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 30 399 | 5,85 | 3 320 | 24,59 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 14 068 | 3,76 | 1 536 | 22,10 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 3 800 | 0,00 | 415 | 17,61 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185 756 | 27,76 | 20 329 | 51,79 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8 153 | 0,97 | 890 | 18,83 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 36 082 | 3,25 | 3 940 | 18,11 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 506 | 0,00 | 55 | 19,57 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 7 307 001 | 10,67 | 797 925 | 30,24 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 5 237 | −2,40 | 572 | 14,89 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 323 831 | 120,42 | 143 636 | 157,96 | ||||
| 2025-04-29 | 13F | Checchi Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 2 019 | 0,05 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 093 | 5,20 | 338 | 23,90 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 11 997 | 1 762,89 | 1 233 | 680,38 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 5 758 | −7,71 | 630 | 14,78 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 8 122 | 0,00 | 887 | 17,66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15 046 | 1,03 | 1 643 | 18,97 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 138 161 | 16,75 | 15 087 | 37,40 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 7 044 | 0,13 | 769 | 17,94 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 776 | 0,00 | 966 | 16,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 326 | −3,30 | 582 | 13,70 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 630 | −0,04 | 244 | −9,96 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 3 677 | −42,37 | 402 | −32,15 | ||||
| 2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 19 868 | 0,00 | 1 844 | −10,19 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2 516 | 0,00 | 275 | 17,60 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 5 | 1 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 140 | 0,00 | 15 | 25,00 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 39 859 | −0,89 | 4 353 | 16,64 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 3 233 | 0,09 | 353 | 18,06 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 122 731 | −37,69 | 13 402 | −26,67 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 2 581 | −2,09 | 282 | 17,57 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 1 853 | −18,87 | 200 | −5,21 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 44 823 | −3,45 | 4 895 | 11,84 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 4 531 | 5,49 | 495 | 24,12 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 2 630 | 0,11 | 287 | 18,11 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 970 | −5,82 | 761 | 10,93 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 2 081 | 227 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 301 446 | −3,93 | 32 918 | 13,06 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 7 009 | 13,05 | 765 | 33,04 | ||||
| 2025-08-07 | 13F | PFG Advisors | 40 934 | −7,21 | 4 470 | 9,21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 4 140 652 | −11,37 | 452 159 | 4,31 | ||||
| 2025-04-15 | 13F | Integrated Advisors Network LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 547 | −21,52 | 60 | −7,81 | ||||
| 2025-08-06 | 13F | Eukles Asset Management | 884 | 0,00 | 97 | 17,07 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 732 757 | −14,84 | 80 017 | 0,22 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 341 965 | 7,20 | 37 343 | 26,15 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 7 855 | −45,91 | 858 | −36,38 | ||||
| 2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 10 273 | 1 417,43 | 1 056 | 536,14 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 792 | 0,00 | 86 | 17,81 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 13 775 | −0,58 | 1 504 | 17,04 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 68 | −60,69 | 7 | −56,25 | ||||
| 2025-07-14 | 13F | Lee-Kelleher Wealth Management | 10 133 | 0,00 | 1 107 | 17,66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 492 | 7,07 | 1 036 | 26,03 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 991 | 217 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 11 440 | 3,49 | 1 249 | 21,85 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 4 777 | 38,87 | 522 | 63,32 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 997 605 | −2,07 | 327 338 | 15,25 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 678 | 70 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 2 274 | 248 | ||||||
| 2025-08-04 | 13F | Elite Life Management LLC | 3 897 | −5,27 | 426 | 11,55 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 14 570 | 0,00 | 1 591 | 17,76 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 200 674 | 2,39 | 21 914 | 20,50 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 73 073 | 3,15 | 7 980 | 21,39 | ||||
| 2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 13 108 | 5,95 | 1 | 0,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 10 474 | −11,45 | 1 144 | 4,19 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 3 537 | 33,93 | 386 | 57,55 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 21 394 | −0,24 | 2 336 | 17,45 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 3 819 | 0,00 | 417 | 17,80 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 7 411 | 28,06 | 809 | 50,93 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 181 | 0,00 | 129 | 17,43 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 1 846 | 202 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27 717 | 51,25 | 3 027 | 76,34 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 10 122 | −65,08 | 1 105 | −58,91 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 4 607 | 85,99 | 503 | 119,65 | ||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 49 549 | −1,84 | 5 411 | 15,52 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 7 550 | 0,01 | 824 | 17,71 | ||||
| 2025-07-02 | 13F | Jacobs & Co/ca | 2 100 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1 962 | 214 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 676 | 550,00 | 74 | 711,11 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54 807 | 5,07 | 5 985 | 23,66 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 49 474 | 9,87 | 5 403 | 29,30 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 16 543 | −8,27 | 1 806 | 7,95 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10 627 | 6,88 | 1 160 | 25,81 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 25 130 | 0,69 | 2 744 | 18,53 | ||||
| 2025-05-15 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 2 020 | 221 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 1 450 | 3,57 | 158 | 22,48 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 521 | 0,00 | 384 | 17,79 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 13 026 | 2,29 | 1 422 | 20,41 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26 116 | 192,16 | 2 852 | 243,91 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 42 072 | −1,15 | 4 594 | 16,33 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 84 886 | −28,24 | 9 270 | −15,55 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 36 414 | −10,88 | 3 976 | 4,88 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 19 091 | 2 085 | ||||||
| 2025-07-25 | 13F | JustInvest LLC | 3 287 | −0,24 | 359 | 17,70 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 44 213 | 51,23 | 4 828 | 78,02 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 3 660 | 0,03 | 400 | 17,70 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 541 803 | −3,63 | 386 765 | 13,41 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 5 126 | −8,12 | 560 | 8,12 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17 091 | 147,48 | 1 866 | 191,56 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 44 492 | 4 858 | ||||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 50 617 | 32,80 | 5 527 | 56,31 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 1 988 | 217 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 680 954 | 5,75 | 183 560 | 24,46 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 46 297 | 2,08 | 5 056 | 20,13 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 300 | 470 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 285 | 0,00 | 250 | 17,45 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 964 | −17,44 | 0 | |||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 29 | 0,00 | 3 | 50,00 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 23 789 | 7,42 | 2 598 | 26,44 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 4 353 | 0,00 | 475 | 17,87 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Diversified Trust Co | 7 871 | 0,51 | 860 | 18,32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 370 251 | −1,74 | 40 794 | 16,68 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 512 209 | 2,92 | 55 933 | 21,12 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 1 136 | 0,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 119 907 | 41,42 | 13 094 | 66,43 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 2 853 | 0,00 | 312 | 17,80 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 25 682 | 0,00 | 2 804 | 17,67 | ||||
| 2025-07-21 | 13F | Portfolio Strategies, Inc. | 33 932 | 58,49 | 3 705 | 86,56 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 531 | −10,47 | 386 | 5,48 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 10 846 | −11,43 | 1 184 | 4,23 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2 340 | 256 | ||||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 680 | 0,00 | 191 | 22,58 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 11 310 | 31,34 | 1 235 | 54,57 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 2 032 | 222 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27 000 | 10,79 | 2 949 | 30,38 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 281 | 8,10 | 249 | 27,69 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2 444 | 267 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 1 828 | 1,44 | 200 | 19,16 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 19 | 18,75 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 410 | 0,00 | 45 | 15,79 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 166 142 | −12,75 | 18 143 | 2,68 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Loomis Sayles & Co L P | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 498 485 | 0,05 | 54 435 | 17,74 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 49 755 | −11,67 | 5 711 | 11,96 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40 066 | 5,86 | 4 375 | 24,57 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 052 | 224 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 489 | 62,91 | 163 | 92,86 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 401 684 | −0,67 | 43 864 | 16,90 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 946 | −11,43 | 560 | 8,11 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 10 365 | −0,06 | 962 | −10,27 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1 972 | 215 | ||||||
| 2025-07-16 | 13F | American National Bank | 8 887 | −3,39 | 970 | 13,72 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 102 218 | −7,09 | 11 162 | 9,34 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 29 188 | −31,14 | 3 187 | −18,95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 36 407 608 | 1,73 | 3 975 711 | 19,72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7 375 | 39,39 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2 363 | −88,05 | 258 | −85,94 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 2 725 | 0,00 | 298 | 17,86 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 820 | 320 | ||||||
| 2025-05-13 | 13F | Elevation Capital Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 687 | 0,00 | 75 | 19,05 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 101 766 | −8,94 | 11 113 | 7,16 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 272 901 | 1,46 | 139 001 | 19,41 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 7 500 | 0,00 | 819 | 17,84 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1 920 | 0 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 473 947 | 8,13 | 51 755 | 27,25 | ||||
| 2025-08-27 | NP | XCOR - FundX ETF | 201 030 | 5,82 | 21 952 | 24,53 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9 773 | −0,13 | 1 067 | 17,51 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 307 | 9,01 | 143 | 15,45 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 9 168 | 0,03 | 1 001 | 16,67 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 44 | 0,00 | 5 | 0,00 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 128 | 0,00 | 14 | 18,18 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 6 375 | 1,08 | 696 | 18,97 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 28 896 | 3,23 | 3 155 | 21,49 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 44 446 | −0,78 | 4 854 | 16,77 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 2 048 | −19,31 | 224 | −5,11 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 50 | 5 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 15 753 | 1 720 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 661 079 | 7,09 | 72 190 | 26,03 | ||||
| 2025-05-14 | 13F | Absolute Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 2 101 | 229 | ||||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2 292 | 0,00 | 250 | 21,36 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 126 | 0 | ||||||
| 2025-08-12 | 13F | Prudential Financial Inc | 1 264 784 | −1,80 | 138 114 | 15,57 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 346 693 | 22,00 | 37 859 | 43,58 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 763 | −7,41 | 302 | 9,06 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 115 817 | −10,88 | 12 647 | 4,88 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 2 322 | 0,13 | 254 | 17,67 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 114 894 | 7,31 | 12 546 | 26,29 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 372 | 1 671,43 | 40 | 3 900,00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 23 922 | 0,75 | 2 612 | 6,53 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 629 957 | 3,26 | 68 791 | 21,53 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 37 180 | 199,72 | 4 060 | 252,74 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6 018 | 5,25 | 657 | 23,96 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 472 030 | −0,67 | 51 546 | 16,89 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 6 | 0,00 | 1 | |||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 4 296 | 0,00 | 469 | 17,84 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 39 123 | 5,20 | 4 272 | 23,83 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 7 070 | 772 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 730 873 | −0,32 | 79 811 | 17,30 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 69 670 | 16,05 | 7 608 | 36,57 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 959 789 | −1,89 | 214 009 | 15,46 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15 487 | 3,76 | 1 691 | 22,18 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 59 127 | 23,44 | 6 457 | 45,27 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 870 200 | −12,00 | 95 026 | 3,56 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 3 025 | 17,57 | 330 | 38,66 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 41 535 | −9,71 | 4 536 | 6,26 | ||||
| 2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 189 374 | 19,16 | 21 | 42,86 | ||||
| 2025-04-28 | 13F | Heritage Oak Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 1 700 | −25,24 | 186 | −12,32 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 26 124 | −0,75 | 2 934 | 16,30 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 639 855 | 32,59 | 69 872 | 56,04 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153 534 | 1,81 | 16 766 | 19,82 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 9 | −57,14 | 1 | −100,00 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 67 477 | 316,01 | 7 368 | 389,57 | ||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 298 | 0,00 | 360 | 17,65 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 2 392 | −36,32 | 261 | −25,00 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 2 293 | 0,00 | 250 | 17,92 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 172 043 | 12,65 | 18 787 | 19,09 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 205 610 | 601,33 | 22 453 | 725,44 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 091 | 0,23 | 2 412 | 17,95 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 3 442 | 0,00 | 376 | 17,55 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 13 201 | 0,26 | 1 442 | 18,11 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26 939 | 45,67 | 2 500 | 30,84 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 2 412 | 0,00 | 263 | 17,94 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-16 | 13F | Kelly Financial Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 3 863 | 0,00 | 422 | 17,60 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 10 056 | 21,82 | 1 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 6 379 | −14,01 | 697 | 1,16 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 40 045 | 7,78 | 4 373 | 26,83 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 330 | 0,20 | 1 783 | 17,92 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 3 897 | 426 | ||||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 20 288 | −29,47 | 2 215 | −17,01 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 5 235 | 0,02 | 572 | 17,73 | ||||
| 2025-08-14 | 13F | Betterment LLC | 5 046 | 8,17 | 1 | |||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 3 806 | −19,99 | 416 | −5,90 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 324 | −5,45 | 581 | 11,30 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 389 | 42 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 705 989 | 16,84 | 404 694 | 37,51 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 45 476 | 6,72 | 5 | 33,33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 13 180 | −1,52 | 1 439 | 15,95 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 118 | 0,00 | 13 | 20,00 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 254 256 | 2,16 | 27 765 | 20,23 | ||||
| 2025-07-31 | 13F | City State Bank | 500 | 0,00 | 55 | 17,39 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 81 831 | −3,87 | 9 | 14,29 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 564 | 280 | ||||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 47 757 | −4,42 | 5 215 | 12,49 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 380 | 0,00 | 41 | 17,14 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 5 352 | 0,07 | 584 | 17,74 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 375 688 | −18,86 | 41 025 | −4,51 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 1 287 | 0,00 | 141 | 17,65 | ||||
| 2025-04-17 | 13F | Robertson Stephens Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 15 158 | −9,99 | 1 655 | 5,95 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 4 086 | 0,02 | 446 | 17,68 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 749 | 82 | ||||||
| 2025-07-24 | 13F | Grand Wealth Management, Llc | 121 | 0,00 | 13 | 18,18 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 3 641 | 0,00 | 398 | 18,15 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 403 | 2 586,67 | 44 | 4 300,00 | ||||
| 2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 22 196 | 4 944,55 | 2 282 | 2 012,04 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 644 | −46,29 | 70 | −38,05 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 34 781 | 12,41 | 3 798 | 32,33 | ||||
| 2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 500 | −69,51 | 273 | −64,08 | |||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 112 218 | −18,94 | 12 254 | −4,60 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 48 467 | 0,14 | 5 293 | 17,84 | ||||
| 2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 78 100 | 128,36 | 8 529 | 168,77 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 34 188 | 0,98 | 3 733 | 18,85 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 84 817 | −1,99 | 9 262 | 15,33 | ||||
| 2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 206 440 | 0,00 | 22 543 | 17,69 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14 | 2 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 400 | −50,46 | 590 | −41,74 | |||
| 2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 405 | 0,00 | 44 | 18,92 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 444 421 | 15,59 | 48 531 | 36,03 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 9 876 | −8,83 | 1 079 | 7,26 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 500 | 0,00 | 55 | 17,39 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 2 365 | 0,00 | 258 | 17,81 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 1 920 | 210 | ||||||
| 2025-07-24 | 13F | Insight Inv LLC | 68 | 0,00 | 7 | 16,67 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 12 601 | 19,43 | 1 379 | 40,86 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 1 894 | 207 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 656 | 0,00 | 181 | 17,65 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 54 513 | −10,88 | 5 953 | 4,88 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 5 641 | 0,00 | 616 | 17,59 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 3 385 | 0,00 | 370 | 17,52 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 3 489 | −12,47 | 381 | 3,25 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1 972 | 215 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 27 144 | 1,03 | 2 995 | 23,66 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 | 2 | ||||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 2 744 | 0,00 | 300 | 17,72 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 62 311 | −0,08 | 6 804 | 17,59 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 63 800 | −9,50 | 6 967 | 6,50 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 25 829 | 0,00 | 2 821 | 17,70 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 4 227 | 462 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 7 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 19 768 | 2 159 | ||||||
| 2025-07-25 | 13F | Clarendon Private LLC | 1 931 | 211 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 147 671 | −12,39 | 16 126 | 3,10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 640 | 0,00 | 70 | 16,95 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 658 | 1,23 | 72 | 18,33 | ||||
| 2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 5 763 | 453,07 | 592 | 142,62 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 412 | 0,00 | 154 | 17,56 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 20 476 | −3,89 | 2 236 | 13,11 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 52 | −21,21 | 6 | −16,67 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 451 | 0,00 | 486 | 32,43 | ||||
| 2025-08-04 | 13F | Balentine LLC | 20 661 | 0,00 | 2 256 | 17,68 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 4 660 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 634 511 | 1,16 | 178 | 19,46 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 870 | −24,75 | 750 | −11,45 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 12 694 | 1 386 | ||||||
| 2025-07-28 | 13F | Davidson Trust Co | 12 870 | 0,10 | 1 406 | 17,77 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 81 982 | −1,18 | 8 957 | 15,96 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 4 752 | 265,54 | 1 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 115 | 43,75 | 13 | 71,43 | ||||
| 2025-08-11 | 13F | Eq Llc | 6 351 | −1,99 | 694 | 15,31 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 104 | 0,00 | 11 | 22,22 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 17 994 | −3,37 | 1 965 | 13,72 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 2 356 | 0,00 | 257 | 17,89 | ||||
| 2025-07-07 | 13F | Trust Co | 800 | 0,00 | 87 | 17,57 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 2 478 | 271 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 567 110 | 18,76 | 61 928 | 39,77 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 5 134 | −35,46 | 561 | −24,12 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 113 571 | 1 428,96 | 12 402 | 1 699,85 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 3 249 | 0,37 | 355 | 18,00 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 283 557 | 1,11 | 358 564 | 18,99 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 6 322 | 62,56 | 690 | 91,67 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 49 698 | 47,62 | 5 427 | 73,39 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 14 613 | 187,66 | 1 596 | 238,64 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 88 | 0,00 | 10 | 12,50 | ||||
| 2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio | 1 264 784 | −1,80 | 138 114 | 15,57 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 32 127 | −8,27 | 3 508 | 7,94 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 786 | 0,93 | 523 | 18,64 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 9 828 | −31,04 | 1 085 | −15,58 | ||||
| 2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 31 564 | −5,65 | 3 447 | 11,02 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 1 116 575 | 10,29 | 121 930 | 29,80 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15 161 | −18,00 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 4 095 | 30,41 | 447 | 62,55 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 159 | 0,00 | 17 | 21,43 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 548 128 | 11,91 | 59 856 | 31,70 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 18 471 | 0,10 | 2 017 | 17,82 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 055 | 24,13 | 880 | 46,01 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 24 | 3 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 751 | 59,94 | 300 | 88,68 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 70 | 8 | ||||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 15 266 | 50,00 | 1 667 | 76,59 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 7 606 | 6,29 | 831 | 25,00 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 473 | 0,00 | 51 | 15,91 | ||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 14 972 | 1 752,97 | 1 539 | 677,27 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 905 297 | −1,15 | 98 858 | 16,33 | ||||
| 2025-05-05 | 13F | Wealth Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 89 660 | 3 858,50 | 10 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15 222 | 0,00 | 1 662 | 17,71 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 986 | 217 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 70 | 0,00 | 8 | 16,67 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 34 228 | 4,00 | 3 738 | 22,40 | ||||
| 2025-08-05 | 13F | Connable Office Inc | 130 320 | 0,09 | 14 231 | 17,79 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 44 | 5 | ||||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 2 286 | 0,00 | 250 | 17,45 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 164 289 | 0,23 | 17 939 | 17,94 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 31 707 | 0,00 | 3 462 | 17,68 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 256 | 28 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 104 527 | 4,97 | 11 414 | 23,54 | ||||
| 2025-07-22 | 13F | James Reed Financial Services, Inc. | 2 500 | 0,00 | 273 | 18,18 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 13 460 | 0,00 | 1 470 | 17,71 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 409 | 0,00 | 263 | 17,94 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 24 200 | −67,30 | 2 643 | −61,52 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 16 811 | 95,75 | 1 836 | 130,53 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 37 842 | 0,40 | 4 344 | 144 666,67 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 131 791 | 3,30 | 14 392 | 21,57 | ||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9 624 | 0,00 | 1 051 | 17,58 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 19 478 | 282,90 | 2 127 | 304,95 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9 312 | 1,82 | 1 017 | 19,81 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 4 349 | 475 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 5 534 | 12,02 | 604 | 31,88 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 001 | 218 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 10 885 | −1,27 | 1 010 | −11,25 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 675 | 0,15 | 74 | 17,74 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 69 340 | 44,09 | 7 523 | 68,64 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2 821 | −15,61 | 308 | −10,72 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1 986 | 217 | ||||||
| 2025-08-14 | 13F | First Manhattan Co | 6 631 | −1,81 | 724 | 15,65 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 16 008 | 64,32 | 1 748 | 93,58 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 277 102 | 4,93 | 30 260 | 23,49 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 050 | −31,67 | 224 | −19,78 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 2 621 | 6,29 | 298 | 30,70 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 10 000 | 0,00 | 1 092 | 17,80 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 295 | 0,00 | 32 | 18,52 | ||||
| 2025-08-08 | 13F | Creative Planning | 110 895 | −9,08 | 12 110 | 7,00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 68 600 | 8,98 | 7 491 | 28,27 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 4 989 | −0,48 | 545 | 16,99 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 64 215 | 144,05 | 7 012 | 187,49 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 16 911 | −0,11 | 1 847 | 17,58 | ||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 2 000 | 0 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 10 | 1 | ||||||
| 2025-08-14 | 13F | Empire Life Investments Inc. | 56 700 | 9,19 | 6 192 | 28,50 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 9 322 | −3,78 | 1 018 | 13,13 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 442 | 48 | ||||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 6 908 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 047 | 303 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 600 | 175 | ||||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 3 791 | −74,06 | 414 | −69,54 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 41 116 | −0,27 | 4 490 | 17,36 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 10 181 | −2,82 | 1 112 | 14,30 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 52 239 | −0,08 | 5 705 | 17,58 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 4 048 | 421,65 | 442 | 513,89 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | ERn Financial, LLC | 62 798 | −0,67 | 6 858 | 16,89 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 3 950 | 0,00 | 431 | 17,76 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 6 250 | 0,00 | 682 | 17,79 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 109 847 | 20,67 | 11 995 | 42,02 | ||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 61 | 7 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 3 889 | −41,51 | 425 | −31,17 | ||||
| 2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 2 924 | −9,08 | 319 | 7,05 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 30 820 | 27,62 | 3 366 | 50,22 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 8 107 | −2,56 | 885 | 14,79 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 590 | −35,66 | 64 | −24,71 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4 321 | 0,00 | 472 | 17,75 | ||||
| 2025-04-14 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 51 012 | 5 571 | ||||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 13 685 | 1 407 | ||||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 532 343 | 3,28 | 58 132 | 21,54 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 180 463 | −18,89 | 19 707 | −4,55 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 10 071 | 0,00 | 1 100 | 17,67 | ||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 636 092 | −1,32 | 69 461 | 16,13 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 183 | 31,25 | 566 | 54,37 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 55 286 | 0,50 | 6 300 | 21,97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 180 | 1 610,14 | 129 | 2 033,33 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 206 | 2,53 | 678 | 20,68 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 1 669 | 0,00 | 155 | −10,47 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 11 944 | 20,65 | 1 304 | 42,05 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 168 | 346 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 1 865 | 0,00 | 173 | −9,90 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 29 752 | 800,21 | 3 249 | 961,44 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 40 300 | 4 401 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Midwest Trust Co | 5 424 | 592 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 283 576 | 10,36 | 30 967 | 29,87 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 158 | 17 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 52 690 | −2,16 | 5 754 | 15,13 | ||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 12 173 | 0,00 | 1 329 | 17,71 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 8 987 | −24,69 | 981 | −11,38 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 1 452 | 42,49 | 159 | 68,09 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 45 854 | −11,11 | 5 | 25,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 615 | 9,82 | ||||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 18 318 | −4,37 | 2 000 | 12,55 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 80 946 | 19,75 | 8 839 | 40,93 | ||||
| 2025-07-10 | 13F | Clare Market Investments LLC | 6 360 | −9,92 | 695 | 5,95 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 221 820 | 4,72 | 24 223 | 23,24 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 567 604 | 0,32 | 61 982 | 18,06 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 40 312 | −1,13 | 4 402 | 16,36 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 3 591 | 15,28 | 392 | 35,64 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 43 320 | 15,22 | 4 731 | 35,61 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Spectrum Investment Advisors, Inc. | 29 498 | 5,50 | 3 221 | 24,17 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 372 847 | 35,10 | 40 715 | 58,99 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 7 421 | 0,88 | 1 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 276 | −25,61 | 30 | −11,76 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 26 313 | 0,00 | 2 873 | 17,70 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 45 623 | 0,01 | 4 982 | 17,72 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PSF DFA Balanced Allocation Portfolio Class D | 381 209 | −22,64 | 41 628 | −8,95 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 5 980 | 653 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 492 059 | −0,36 | 53 733 | 17,25 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 11 697 | 1 277 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 14 964 | 1,77 | 1 634 | 19,79 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 318 222 | 5,61 | 34 750 | 24,29 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 467 | 8 050,00 | 160 | 15 900,00 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 2 813 | 319 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 3 325 | 0,12 | 363 | 17,86 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 101 084 | 94,77 | 11 034 | 129,33 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 510 | 596 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 8 258 535 | 4,28 | 901 832 | 22,72 | ||||
| 2025-07-31 | 13F | United Community Bank | 4 277 | 16,95 | 467 | 37,76 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 7 811 | −44,73 | 844 | −36,25 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 611 791 | 4,64 | 66 808 | 23,14 | ||||
| 2025-05-13 | 13F | Measured Risk Portfolios, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22 372 | 155,74 | 2 443 | 201,23 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 583 763 | 150,18 | 63 747 | 194,43 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 4 810 | 525 | ||||||
| 2025-05-02 | 13F | Wealthgarden F.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Financial Harvest, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 855 364 | 15,24 | 93 405 | 35,62 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 2 156 | 235 | ||||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 3 191 | −3,33 | 348 | 13,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 21 254 | 10,32 | 2 321 | 29,83 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 22 231 | 26,08 | 2 428 | 48,35 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 5 053 | 0,00 | 552 | 17,74 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 3 644 | 0,00 | 398 | 17,46 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 47 309 | 3,36 | 5 166 | 21,67 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 44 616 | −5,64 | 4 872 | 11,06 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 419 | 56,80 | 155 | 85,54 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 4 209 | 0,00 | 460 | 17,69 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Truepoint, Inc. | 7 050 | −19,55 | 770 | −5,41 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 9 376 | 20,05 | 1 024 | 41,10 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 9 254 | 1 051 | ||||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 2 483 | −9,38 | 271 | 6,69 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 98 871 | 18,41 | 10 797 | 39,34 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 62 232 | −9,45 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 116 007 | 0,66 | 12 668 | 18,46 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 |
