Grundläggande statistik
| Institutionella ägare | 622 total, 620 long only, 0 short only, 2 long/short - change of 7,23% MRQ |
| Genomsnittlig portföljallokering | 0.3398 % - change of 3,43% MRQ |
| Institutionella aktier (lång) | 17 218 023 (ex 13D/G) - change of 6,43MM shares 59,63% MRQ |
| Institutionellt värde (lång) | $ 4 401 481 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF (US:VOOG) har 622 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 17,218,023 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Kingstone Capital Partners Texas, LLC, Proficio Capital Partners LLC, PFG Advisors, Morgan Stanley, Bank Of America Corp /de/, UBS Group AG, LPL Financial LLC, Envestnet Asset Management Inc, and Ameriprise Financial Inc .
Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF (ARCA:VOOG) 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 18, 2025 is 433,12 / share. Previously, on September 19, 2024, the share price was 343,21 / share. This represents an increase of 26,20% 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.
AI+ Ask Fintel’s AI assistant about Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | StoneX Group Inc. | 1 158 | −10,44 | 459 | 6,25 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 686 | 272 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 953 | 14,96 | 378 | 36,10 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 863 | 3,96 | 739 | 23,21 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 296 | −51,37 | 514 | −47,38 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 136 | −0,73 | 54 | 17,78 | ||||
| 2025-08-08 | 13F | Accredited Investors Inc. | 1 788 | 0,00 | 709 | 18,76 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 10 183 | 2,80 | 4 038 | 21,85 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 10 014 | 19,40 | 3 971 | 41,53 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 150 | 18,87 | 1 249 | 40,97 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 84 | 1,20 | 34 | 17,86 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 4 084 | 0,00 | 1 620 | 18,52 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 1 797 | 180,78 | 713 | 232,71 | ||||
| 2025-08-14 | 13F | Betterment LLC | 30 482 | −7,48 | 12 | 9,09 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 762 | 5,98 | 302 | 25,42 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 21 | 0,00 | 8 | 14,29 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 529 | −85,98 | 210 | −81,81 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 935 | −2,81 | 371 | 15,26 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 797 | 0,00 | 316 | 18,80 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3 664 | 0,94 | 1 453 | 19,60 | ||||
| 2025-05-02 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Ayalon Holdings Ltd. | 5 531 | 0,00 | 2 | 100,00 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 110 | 0,00 | 44 | 19,44 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 33 573 | 30,55 | 13 265 | 54,59 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 4 472 | 31,53 | 1 773 | 55,94 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 39 932 | 1,95 | 15 835 | 20,86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 118 | −0,97 | 2 030 | 17,42 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3 988 | 6,09 | 1 581 | 25,78 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 839 | 1,66 | 729 | 20,50 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5 140 | 4,05 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Kelly Lawrence W & Associates Inc/ca | 665 | 0,00 | 264 | 18,47 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 16 418 | −16,90 | 6 510 | −1,47 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 169 | 0,00 | 67 | 19,64 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 476 | −30,00 | 189 | −17,18 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 996 | 395 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 1 381 | 6,15 | 548 | 25,75 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 650 | 0,00 | 258 | 18,43 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 7 067 | −1,49 | 2 802 | 16,80 | ||||
| 2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 873 | 0,00 | 346 | 18,49 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 658 | 3,46 | 261 | 23,11 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 60 539 | −13,67 | 24 006 | 2,35 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 177 341 | 0,05 | 70 323 | 18,61 | ||||
| 2025-05-16 | 13F | American Trust | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 813 | 0,12 | 322 | 18,82 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 149 | 0,00 | 59 | 20,41 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 605 | −46,85 | 636 | −37,03 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 243 714 | 638 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1 271 | 0,00 | 504 | 18,59 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 4 022 | 0,02 | 1 595 | 18,59 | ||||
| 2025-08-11 | 13F | Elite Financial, Inc. | 985 | 0 | ||||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 3 213 | 0,12 | 1 274 | 18,73 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1 057 | 0,00 | 419 | 18,70 | ||||
| 2025-05-07 | 13F | Resolute Wealth Strategies, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 13 996 | −12,57 | 5 550 | 3,64 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 23 | 43,75 | 9 | 80,00 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 8 | 0,00 | 3 | 50,00 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 19 713 | 0,00 | 7 817 | 18,57 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 14 039 | 0,83 | 5 567 | 19,54 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 47 | 6,82 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 522 | 207 | ||||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 070 | 59,70 | 424 | 90,13 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 1 679 | 13,29 | 666 | 34,34 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 913 | −4,16 | 759 | 13,64 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 8 000 | 4 838,27 | 3 172 | 5 774,07 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 8 796 | 0,00 | 3 488 | 18,52 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 7 | −56,25 | 3 | −60,00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 160 277 | 1,20 | 63 556 | 19,97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 582 | 0,17 | 231 | 32,95 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 304 | −22,66 | 517 | −8,51 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 2 004 | 13,61 | 795 | 34,58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 189 | −89,62 | 75 | −87,85 | ||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Zhang Financial LLC | 7 484 | 7,70 | 2 968 | 27,67 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 6 200 | 1,64 | 2 459 | 20,49 | |||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 2 776 | −7,90 | 1 103 | 8,57 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 2 300 | −68,06 | 912 | −62,13 | |||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 2 795 | 0,14 | 1 108 | 18,76 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 11 990 | 46,45 | 4 755 | 73,63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 124 782 | 13,63 | 49 481 | 34,72 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 783 | −2,85 | 310 | 15,24 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Funds Vanguard Active Passive Growth Fund Standard Class | 128 | 51 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 875 | 3,42 | 744 | 22,61 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 3 033 | −11,42 | 1 203 | 4,98 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 275 | 0,00 | 109 | 18,68 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 938 | 0,00 | 1 562 | 18,53 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 161 | 0,00 | 64 | 18,87 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 955 | 0,00 | 775 | 18,68 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 206 087 | 12,59 | 81 722 | 33,49 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 1 965 | 44,27 | 779 | 89,08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 179 | 3,54 | 1 657 | 22,65 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 2 206 | 1,85 | 875 | 20,72 | ||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 665 | −1,77 | 264 | 16,37 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 633 | −96,59 | 251 | −95,95 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 1 324 | 1,07 | 525 | 19,63 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 2 618 | 0,00 | 1 038 | 18,63 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 532 | 211 | ||||||
| 2025-08-13 | 13F | Sepio Capital, LP | 843 | −0,12 | 334 | 18,44 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 901 | −0,77 | 357 | 17,82 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 548 | 217 | ||||||
| 2025-05-09 | 13F | Total Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 578 | 229 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 978 | 22,73 | 1 974 | 45,50 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 11 848 | −68,97 | 4 698 | −63,21 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 262 | 0,00 | 1 294 | 18,52 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 456 | 0,00 | 181 | 18,42 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 504 | −52,50 | 200 | −43,66 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Abound Wealth Management | 110 | 120,00 | 44 | 168,75 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 1 158 | 0,00 | 459 | 18,60 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 287 | 0,00 | 112 | 17,89 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 146 | 0,00 | 58 | 18,75 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 36 120 | 36,24 | 14 | 75,00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 7 600 | −48,30 | 2 542 | −52,76 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 30 | 0,00 | 12 | 10,00 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 | 0 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 1 025 | 0,00 | 406 | 18,71 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 50 | 20 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 74 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 770 | 305 | ||||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 2 581 | −57,58 | 1 023 | −49,73 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 188 | 0,00 | 75 | 19,35 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 340 | 0,00 | 135 | 18,58 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 305 873 | −12,81 | 121 981 | 3,72 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 729 | 2,68 | 289 | 21,94 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 54 100 | −0,56 | 21 | 16,67 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 7 987 | 3 167 | ||||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 180 | 71 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 11 203 | −4,70 | 4 448 | 12,13 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 578 | 0,00 | 229 | 18,65 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 3 029 | 0,00 | 1 201 | 18,56 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 109 | 49,32 | 43 | 79,17 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 800 | 0,00 | 317 | 18,73 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 1 020 | −1,73 | 404 | 16,43 | ||||
| 2025-08-13 | 13F | Botty Investors LLC | 45 415 | 0,00 | 18 009 | 18,55 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 32 038 | 10,19 | 13 | 33,33 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 225 | 61,87 | 89 | 93,48 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 41 947 | −2,70 | 16 634 | 15,35 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Wbh Advisory Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 811 | 0,62 | 322 | 19,33 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 1 555 | 0,13 | 617 | 18,69 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 1 106 | 0,00 | 439 | 18,70 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 199 | 1,53 | 79 | 20,00 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 611 | 0,00 | 242 | 18,63 | ||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 1 124 | 0,00 | 455 | 21,33 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 3 070 | 26,96 | 1 217 | 50,43 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 582 | 231 | ||||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 707 | 0,00 | 280 | 18,64 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 191 | −9,48 | 76 | −2,60 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 522 | 3,37 | 207 | 23,21 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 1 451 | 575 | ||||||
| 2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 875 | 0,00 | 347 | 18,49 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 4 600 | 30,42 | 1 824 | 54,71 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 4 106 | −1,39 | 1 687 | 21,19 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 586 | 233 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 032 | 362,78 | 409 | 452,70 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 987 | 391 | ||||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 25 | 10 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 352 | 0,00 | 140 | 18,80 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2 702 | 0,00 | 1 071 | 18,60 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 4 613 | −0,02 | 1 829 | 18,54 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 7 736 | 3 068 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 6 113 | −1,48 | 2 424 | 16,82 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 768 | 35,89 | 3 873 | 62,14 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 613 | −4,73 | 639 | 12,90 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 1 202 | 1,35 | 477 | 20,20 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 740 | −9,20 | 293 | 7,72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 433 | −1,52 | 1 361 | 16,72 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 1 100 | 0,00 | 436 | 18,80 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 101 | 40 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 26 409 | 12,37 | 10 472 | 33,23 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 55 483 | 3,10 | 22 001 | 22,23 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 734 | 0,00 | 291 | 18,78 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 14 969 | −3,63 | 5 936 | 14,24 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 2 276 | −42,60 | 850 | −32,83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 1 040 | 0,00 | 412 | 18,73 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 1 105 | 9,41 | 438 | 29,97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 254 861 | 6,71 | 101 063 | 26,50 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 1 256 | −20,30 | 498 | −5,50 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 9 712 | 2,24 | 3 851 | 21,21 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 136 862 | 8,39 | 54 272 | 28,50 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4 671 | 1,50 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 50 | 0,00 | 20 | 18,75 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates Ltd | 1 034 | 0,00 | 410 | 18,84 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 26 919 | 20,75 | 10 676 | 43,15 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 746 | −6,16 | 296 | 11,32 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 10 904 | −4,37 | 4 324 | 13,38 | ||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 43 | 0,00 | 17 | 21,43 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1 119 | 0,00 | 444 | 18,45 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 1 708 | 30,18 | 677 | 54,57 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 4 091 | −2,78 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 14 | 6 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 514 | 0,00 | 204 | 18,71 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 22 | 0,00 | 9 | 14,29 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 13 902 | −18,32 | 5 513 | −3,06 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 140 | 68,67 | 56 | 103,70 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 303 | 0,00 | 120 | 18,81 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 23 | 9 | ||||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 294 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 38 | 660,00 | 15 | 1 400,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 293 | 46,50 | 116 | 75,76 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 1 173 | −50,06 | 465 | −42,02 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 132 618 | 7,93 | 52 588 | 27,96 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 45 | 18 | ||||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 17 292 | 1,54 | 6 857 | 20,39 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 690 | 0,00 | 274 | 18,70 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1 481 | 0,00 | 587 | 18,59 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 691 | −6,50 | 1 067 | 10,91 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 1 195 | −9,67 | 474 | 7,01 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 813 | −0,25 | 322 | 18,38 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 6 411 | −3,32 | 2 542 | 14,66 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | waypoint wealth counsel | 642 | 1,58 | 255 | 20,38 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1 258 | 499 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 1 263 | 0,00 | 501 | 18,48 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 14 | 0,00 | 6 | 25,00 | ||||
| 2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 2 369 | 940 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 85 | 0,00 | 34 | 17,86 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 480 | 0,00 | 190 | 18,75 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 4 592 | 0,57 | 1 821 | 19,19 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 62 580 | 1,39 | 24 816 | 15,96 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 4 311 | 7,03 | 1 710 | 26,87 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 40 | 0,00 | 16 | 15,38 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 2 464 | 0,00 | 977 | 18,57 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 1 049 | 0,00 | 416 | 18,57 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 398 | 132,75 | 158 | 175,44 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 2 033 | 806 | ||||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 796 | −3,86 | 316 | 14,13 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 25 943 | 88,33 | 10 288 | 123,29 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 750 | 0,00 | 297 | 18,80 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 140 | −76,07 | 0 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 125 | 0,19 | 849 | 29,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 837 | 0,00 | 332 | 19,00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 2 495 | −35,09 | 989 | −23,04 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 2 398 | −45,89 | 802 | −50,55 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 218 | 4,64 | 483 | 24,16 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 4 418 | 0,00 | 1 752 | 18,55 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 21 303 | 8 447 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 124 | 17,22 | 842 | 39,40 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 145 | −71,00 | 57 | −65,87 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 206 | 5,10 | 82 | 24,62 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 195 | −38,49 | 77 | −26,67 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2 269 | 0,09 | 919 | 17,52 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 142 | 56 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 71 112 | 5,63 | 28 199 | 25,22 | ||||
| 2025-08-08 | 13F | Creative Planning | 18 737 | 13,91 | 7 430 | 35,07 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 3 785 | 0,00 | 1 501 | 18,48 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 806 | 12,89 | 320 | 34,03 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 430 | 0,00 | 171 | 18,88 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 2 057 | 5,54 | 816 | 25,35 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18 | 0,00 | 7 | 16,67 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 20 304 | 8 068 | ||||||
| 2025-08-13 | 13F | Philadelphia Trust Co | 7 842 | 0,00 | 3 | 50,00 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 963 | 383 | ||||||
| 2025-05-01 | 13F | Lane & Associates LLC | 1 126 | 0,09 | 377 | −10,90 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 11 174 | −8,01 | 4 431 | 9,06 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 629 | 0,00 | 263 | 14,91 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 32 790 | 3,48 | 13 002 | 22,68 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 3 | 0,00 | 1 | |||||
| 2025-07-11 | 13F | Spence Asset Management | 995 | −9,95 | 0 | |||||
| 2025-05-15 | 13F | Colton Groome Financial Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Wheelhouse Advisory Group LLC | 55 035 | 7,53 | 21 824 | 27,48 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 5 511 | −8,88 | 2 185 | 8,01 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 351 | −2,03 | 536 | 16,05 | ||||
| 2025-08-07 | 13F | Nwam Llc | 584 | −26,82 | 240 | −9,77 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 505 | 200 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 131 | 52 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 600 | 3,45 | 238 | 12,26 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 615 | 0,00 | 244 | 16,27 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 92 247 | 8,01 | 36 580 | 28,05 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 708 | 0,00 | 281 | 18,64 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 1 063 | 0,00 | 422 | 18,59 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 861 | 1,53 | 341 | 20,49 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 886 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Capital Management Associates, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 8 034 | 13,52 | 3 186 | 34,56 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 509 | 202 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 032 | 349,19 | 1 202 | 434,22 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 612 | 0,16 | 243 | 14,69 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 560 | 13,45 | ||||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 27 110 | −13,74 | 9 068 | −21,18 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 722 | 0,00 | 286 | 18,67 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 812 | 0,12 | 322 | 19,26 | ||||
| 2025-04-23 | 13F | Golden State Equity Partners | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 261 | 0,00 | 107 | 24,71 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 790 | 0,00 | 313 | 18,56 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 413 | 0,00 | 164 | 18,12 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 4 | 0,00 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 179 | 1,76 | 1 | 0,00 | ||||
| 2025-04-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 650 | −0,46 | 258 | 17,89 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 2 150 | 853 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 1 352 | 536 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 599 | 0,67 | 238 | 19,10 | ||||
| 2025-08-07 | 13F | Laffer Investments | 657 | 261 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 73 670 | −1,46 | 29 214 | 16,83 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 5 243 | 2 079 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 795 | 35,37 | 2 420 | 65,64 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-25 | 13F | Summa Corp. | 1 287 | 510 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 1 922 | 2,67 | 762 | 21,34 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1 284 | 13,23 | 509 | 34,30 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 148 | 0,00 | 59 | 18,37 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 631 | 2,27 | 250 | 21,36 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 1 | 0 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 8 978 | 0,10 | 3 560 | 18,71 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 963 338 | 6 689,09 | 2 852 | 10 082,14 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 1 692 | 13,79 | 671 | 34,81 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 3 251 | 42,28 | 1 289 | 68,72 | ||||
| 2025-04-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 20 | −20,00 | 7 | 0,00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 843 | 334 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 40 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 11 668 | −10,07 | 4 627 | 6,61 | ||||
| 2025-05-01 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 575 | 227 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 10 858 | 4,75 | 4 306 | 24,17 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 971 | 66,27 | 385 | 97,44 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 1 663 | 0,00 | 659 | 18,53 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 699 | −29,89 | 279 | −16,52 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 453 | 76,26 | 180 | 110,59 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 517 669 | 4,57 | 205 276 | 23,98 | ||||
| 2025-08-14 | 13F | Fmr Llc | 19 952 | 2,21 | 7 912 | 21,17 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 725 | 287 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8 687 | −13,60 | 3 445 | 2,44 | ||||
| 2025-07-10 | 13F | Rfg Holdings, Inc. | 38 668 | 2,19 | 15 334 | 21,13 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 76 | 30 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 15 | 0,00 | 6 | 0,00 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 33 | 0,00 | 13 | 18,18 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 9 701 | −1,87 | 3 847 | 16,33 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 33 898 | 30,20 | 13 442 | 41,04 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 263 | 4 283,33 | 104 | 5 100,00 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3 966 | 39 560,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 811 | 0,00 | 322 | 18,45 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 1 192 | 0,00 | 473 | 18,59 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 179 | 26,15 | 1 261 | 49,64 | ||||
| 2025-05-12 | 13F | Founders Financial Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 1 065 | 4,41 | 422 | 23,75 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15 504 | −0,51 | 6 148 | 17,96 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 889 | 353 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1 870 | 742 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 5 034 | 0,00 | 1 996 | 18,60 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | 2 | ||||||
| 2025-07-15 | 13F | Mather Group, Llc. | 1 163 | −4,12 | 461 | 13,83 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 563 | −13,65 | 227 | 9,13 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 1 017 | 403 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 77 | 31 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 3 752 | 382,88 | 1 482 | 472,20 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 2 066 | −0,24 | 819 | 18,35 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 2 969 | 1 178 | ||||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 143 | 57 | ||||||
| 2025-04-18 | 13F | Insigneo Advisory Services, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 560 | 222 | ||||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 1 750 577 | 55 403,39 | 154 051 | 14 515,84 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 1 238 | 0,00 | 491 | 18,36 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 4 500 | 1 784 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 523 | −11,76 | 599 | 3,64 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 2 690 | 1 067 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 367 | 0,00 | 123 | −8,96 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 762 | 0,00 | 302 | 18,90 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 18 726 | 7 426 | ||||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 22 057 | −0,24 | 8 746 | 18,27 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 611 | 0,00 | 242 | 8,52 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 14 478 | −2,02 | 5 741 | 16,17 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 227 | 40,23 | 487 | 66,44 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 465 | 184 | ||||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 8 | 0,00 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 633 | 36,65 | 648 | 62,16 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 1 886 | 12,93 | 748 | 33,87 | ||||
| 2025-08-12 | 13F | Prudential Financial Inc | 33 700 | 12 580 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 222 | 5,53 | 485 | 25,06 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 2 100 | 0,00 | 833 | 18,52 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 10 302 | −2,51 | 4 085 | 15,85 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2 578 | 39,96 | 1 022 | 65,91 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 3 431 | 4,51 | 1 361 | 23,86 | ||||
| 2025-07-11 | 13F | Petredis Investment Advisors Llc | 92 643 | 4,17 | 36 736 | 23,50 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3 673 | −8,11 | 1 456 | 8,98 | ||||
| 2025-05-12 | 13F | Wambolt & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 68 698 | 11,82 | 27 242 | 32,57 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 1 956 | −2,44 | 776 | 17,78 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 521 | 207 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14 | 0,00 | 6 | 25,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 1 016 | 403 | ||||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 106 652 | 2,63 | 42 292 | 21,68 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 20 | 0,00 | 8 | 16,67 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 66 | 0,00 | 26 | 18,18 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 357 | 340,74 | 142 | 422,22 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 800 | 317 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 21 128 | −1,66 | 8 378 | 16,60 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 2 841 | 0,00 | 1 127 | 18,53 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 626 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 4 373 | 1 734 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 6 695 | −0,27 | 2 655 | 18,22 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 680 | 28,74 | 666 | 52,75 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 137 | 29,25 | 54 | 54,29 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 85 811 | 1,63 | 34 028 | 20,49 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 196 190 | 14,79 | 77 797 | 36,09 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 10 247 | 4,17 | 4 063 | 23,50 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 156 | 0,00 | 62 | 17,31 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 900 | 0,00 | 357 | 18,27 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5 996 | 4,24 | 2 378 | 23,61 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16 490 | 5,81 | 6 539 | 25,44 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 6 213 | 27,19 | 2 464 | 50,73 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 1 522 | −19,89 | 604 | −5,04 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5 259 | −46,13 | 2 085 | −36,61 | ||||
| 2025-05-08 | 13F | Alliance Wealth Management Group | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 306 | 7,76 | 518 | 27,65 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 693 | 0,14 | 275 | 18,61 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 661 | 0,00 | 262 | 18,55 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 738 | 0,00 | 296 | 19,43 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 44 532 | 61,29 | 17 659 | 91,24 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 836 | 0,99 | 2 314 | 19,77 | ||||
| 2025-05-14 | 13F | CIBC World Markets Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 5 917 | 11,24 | 2 347 | 31,93 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 10 397 | −10,25 | 4 | 33,33 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 771 | 25,37 | 306 | 48,78 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 1 479 | 6,17 | 586 | 26,02 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2 528 | −11,14 | 1 002 | 5,36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 322 080 | 10,48 | 127 717 | 30,98 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 635 | 0,00 | 252 | 18,40 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 10 607 | 8,50 | 4 206 | 28,66 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 923 | 365 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 28 649 | −3,07 | 11 452 | 15,85 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 13 | 0 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 103 | 14,06 | 437 | 35,29 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 540 | 214 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 195 | 17,57 | 870 | 39,42 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 21 | 0,00 | 8 | 14,29 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 72 223 | −2,72 | 29 | 16,67 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 15 | 0,00 | 6 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 | 100,00 | 1 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 1 675 | 0,00 | 664 | 18,57 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 3 314 | 38,20 | 1 314 | 63,84 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 3 235 | −2,18 | 1 283 | 15,91 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 2 902 | 0,48 | 1 151 | 19,17 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 718 | 285 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 759 | 15,70 | 301 | 36,99 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 763 | 0,00 | 303 | 18,43 | ||||
| 2025-07-07 | 13F | Hoertkorn Richard Charles | 534 | 0,00 | 212 | 18,54 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 119 | 0,00 | 47 | 20,51 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 620 | 0,00 | 246 | 18,36 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 548 | 217 | ||||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 45 589 | −6,03 | 18 078 | 11,40 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 104 876 | 1 688,47 | 41 588 | 2 020,70 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 975 | 0,00 | 387 | 18,40 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 95 | 0,00 | 38 | 19,35 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 1 296 | −1,07 | 514 | 17,12 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 190 | −25,78 | 78 | −8,24 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 0 | −100,00 | 0 | |||||
| 2025-04-30 | 13F | Bridges Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Glassman Wealth Services | 1 | 0,00 | 0 | |||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 14 521 | −1,33 | 5 758 | 16,98 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 520 | 206 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 90 087 | −0,42 | 35 723 | 18,05 | ||||
| 2025-07-17 | 13F | KWB Wealth | 3 593 | −1,32 | 1 202 | −9,83 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 7 277 | 3,12 | 2 886 | 22,25 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 6 309 | −4,45 | 2 502 | 13,27 | ||||
| 2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 16 506 | 1,98 | 6 554 | 21,06 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 1 708 | 0,00 | 677 | 18,56 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 332 | −9,39 | 528 | 7,54 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 728 | −1,36 | 289 | 17,07 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 1 073 | 0,00 | 425 | 18,72 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 5 192 | −22,11 | 2 059 | −7,67 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 591 | 0,00 | 234 | 18,78 | ||||
| 2025-08-27 | NP | PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I | 33 700 | 13 363 | ||||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 10 | 0,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 1 389 | −0,14 | 551 | 18,28 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 4 290 | 37,24 | 1 701 | 62,78 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 244 | 2,09 | 97 | 21,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93 102 | −2,42 | 36 919 | 15,68 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 1 044 | 0,00 | 414 | 18,34 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 25 | 25,00 | 10 | 50,00 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 1 484 | 588 | ||||||
| 2025-07-09 | 13F | Channel Wealth Llc | 529 | 210 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 167 | −1,62 | 2 049 | 16,63 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 687 | −4,72 | 272 | 12,86 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 109 | 689,89 | 836 | 839,33 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3 881 | 10,10 | 1 539 | 30,53 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 813 | 8,69 | 322 | 28,80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 40 886 | 7,23 | 16 213 | 27,13 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 750 | 256 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 2 287 | 0,04 | 907 | 18,59 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 671 | 0,00 | 266 | 18,75 | ||||
| 2025-07-24 | 13F | Conning Inc. | 15 359 | 6 090 | ||||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 25 175 | 390,07 | 9 983 | 481,02 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7 206 | −11,10 | 2 857 | 5,39 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 852 | −20,15 | 338 | −5,34 | ||||
| 2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 3 079 | 0,00 | 1 221 | 18,56 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 640 | 0,16 | 254 | 18,78 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 1 269 | 0,48 | 503 | 19,19 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 180 | 0,00 | 72 | 18,33 | ||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 192 781 | 12 635 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 3 314 | −12,56 | 1 361 | 7,42 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1 597 | 4,11 | 633 | 23,39 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 19 819 | 0,02 | 7 859 | 18,56 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 839 | −7,80 | 333 | 9,21 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 745 | 0,00 | 249 | −8,46 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 18 713 | −5,15 | 7 421 | 12,46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 52 619 | −1,67 | 20 865 | 16,58 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 799 | 60,77 | 1 110 | 90,55 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 211 | 0,00 | 480 | 18,52 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 429 | 20,52 | 1 756 | 42,88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 766 213 | 1,99 | 303 835 | 20,91 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 9 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 162 | 0 | ||||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 6 | 0,00 | 2 | 0,00 | ||||
| 2025-07-28 | 13F | Naviter Wealth, LLC | 797 | 316 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 73 | 0,00 | 27 | 8,33 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 111 | 0,00 | 44 | 18,92 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 42 | 0,00 | 17 | 6,67 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 645 | 0,18 | 2 238 | 18,79 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 880 | 0,11 | 362 | 23,21 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 577 | 1,34 | 1 022 | 20,12 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 3 903 | 4,72 | 1 576 | 26,38 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 3 434 | 0,64 | 1 362 | 19,28 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 1 715 | −8,44 | 680 | 8,63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 21 751 | −0,13 | 8 625 | 18,41 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 73 | 0,00 | 29 | 16,67 | ||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 14 882 | 4,02 | 5 901 | 23,32 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9 534 | −1,39 | 3 781 | 16,92 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 58 | 0,00 | 23 | 21,05 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 1 946 | 140,54 | 795 | 175,09 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 35 424 | −0,36 | 14 047 | 18,12 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 2 484 | 0,04 | 985 | 18,55 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 12 570 | 0,00 | 4 985 | 18,55 | ||||
| 2025-08-14 | 13F | UBS Group AG | 588 312 | 7,04 | 233 289 | 26,90 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 048 | −9,68 | 1 605 | 7,14 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1 303 | −21,88 | 517 | −7,36 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 500 | 205 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 95 | 38 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 1 089 | 0,09 | 432 | 18,73 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 725 | 0,00 | 288 | 18,60 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 916 | 0,55 | 363 | 19,41 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 11 937 | −19,35 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 771 | 0,00 | 306 | 18,68 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 20 | 0,00 | 8 | 16,67 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 1 964 | 2,88 | 779 | 21,94 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 21 | −79,81 | 8 | −76,47 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 5 | 2 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 76 | 13,43 | 30 | 36,36 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 1 440 | 0,00 | 571 | 18,71 | ||||
| 2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 60 | 24 | ||||||
| 2025-08-08 | 13F | Condor Capital Management | 1 452 | 576 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 36 | 14 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 662 | 659 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 708 | 0,00 | 281 | 18,64 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 629 | 250 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 188 768 | 15,11 | 75 019 | 36,49 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 588 | 0 | ||||||
| 2025-08-08 | 13F | Rakuten Securities, Inc. | 1 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13 198 | 12,67 | 5 234 | 33,60 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 10 099 | 18,52 | 4 005 | 40,49 | ||||
| 2025-08-12 | 13F | Terra Nova Asset Management LLC | 590 | 234 | ||||||
| 2025-05-27 | NP | XCOR - FundX ETF | 17 890 | 6,53 | 5 984 | −2,67 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 55 | 0,00 | 22 | 16,67 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 62 | 0,00 | 25 | 14,29 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 342 | −14,93 | 136 | 0,75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 269 714 | −3,31 | 900 032 | 14,63 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 903 | 29,93 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 878 | −65,46 | 1 141 | −60,27 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 1 551 | 46,18 | 615 | 73,73 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 19 | 7 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 7 604 | 0,18 | 2 543 | −8,46 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 296 | 55,96 | 2 893 | 84,97 | ||||
| 2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 856 | −18,94 | 0 | |||||
| 2025-05-14 | 13F | MAS Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 579 | 230 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 334 | 1 322 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 592 989 | 3,79 | 235 144 | 23,04 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 172 | 0,26 | 465 | 18,67 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 1 320 | −9,03 | 523 | 7,84 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 1 770 | 0,63 | 702 | 19,39 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 55 642 | 23,85 | 22 064 | 46,83 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 60 | 0 | ||||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 672 | 0,00 | 266 | 18,75 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 1 134 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 707 | −28,94 | 280 | −15,66 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 525 | 2,90 | 627 | 26,46 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 876 | 31,33 | 347 | 55,61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 848 | 0,00 | 336 | 18,73 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 32 605 | −2,80 | 12 929 | 15,24 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 23 100 | 99,14 | 9 160 | 136,14 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 5 000 | 61,29 | 1 983 | 91,31 | |||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 94 042 | 7,02 | 37 | 27,59 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 899 | 0,33 | 356 | 19,06 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 557 | 221 | ||||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2 809 | 1,33 | 1 114 | 20,06 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 451 | 0,00 | 179 | 18,67 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 207 | 0,00 | 82 | 18,84 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 21 595 | −8,57 | 8 869 | 10,66 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 10 | 0,00 | 4 | 33,33 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 1 736 | 3,27 | 688 | 22,42 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 802 | −13,24 | 715 | 2,88 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 545 | 216 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3 827 | 41,64 | 1 518 | 68,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 53 662 | 0,02 | 21 279 | 18,57 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 666 | 0,00 | 264 | 18,92 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 17 966 | 0,00 | 5 997 | 1,37 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 3 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 509 | 202 | ||||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 60 | 0,00 | 24 | 15,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 214 | 0,00 | 85 | 18,31 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 851 | 0,71 | 351 | 24,11 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 777 | 0,00 | 308 | 18,92 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 706 | 0,14 | 280 | 19,15 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 2 159 | −9,48 | 856 | 7,40 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 200 200 | 332,40 | 79 387 | 412,64 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 3 100 | 1 229 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 1 717 | 0,00 | 681 | 18,47 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 1 457 | 25,82 | 578 | 49,10 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 515 | 204 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 1 435 | 0,00 | 569 | 18,79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 067 | −24,98 | 1 613 | −11,09 | ||||
| 2025-08-11 | 13F | Highview Capital Management LLC/DE/ | 1 710 | 38,35 | 678 | 64,16 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 25 | 0,00 | 10 | 12,50 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12 229 | −3,78 | 4 849 | 14,09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 22 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 395 | −0,25 | 157 | 18,18 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 5 | −95,00 | 2 | −96,97 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 29 | −87,87 | 12 | −86,08 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 1 796 | 70,24 | 712 | 102,27 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 672 | 0,15 | 267 | 18,75 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 41 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | HFG Advisors, Inc. | 3 587 | 0,87 | 1 422 | 19,60 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 3 066 | 9,89 | 1 216 | 30,23 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 2 | 100,00 | 1 | |||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 697 | 7,73 | 284 | 26,22 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 1 427 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 33 337 | 8,38 | 13 219 | 28,50 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 550 | 435,44 | 1 408 | 536,65 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 11 996 | 2,97 | 4 757 | 22,10 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 363 | −0,03 | 1 334 | 18,28 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 65 581 | −0,27 | 26 005 | 18,23 | ||||
| 2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 10 289 | −20,15 | 4 080 | −5,34 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 10 | 0,00 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 262 | 500 | ||||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 990 | 0,00 | 393 | 18,43 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 10 | 4 | ||||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 4 615 | 0,00 | 1 830 | 18,60 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 608 | 0,00 | 241 | 18,72 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 52 | −10,34 | 21 | 5,26 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 12 703 | −2,66 | 5 038 | 15,40 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 100 | 40 | ||||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 2 742 | −75,37 | 1 087 | −70,80 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Commerce Bank | 1 867 | 0,00 | 740 | 18,59 | ||||
| 2025-08-12 | 13F | Prudential Plc | 2 682 | −20,72 | 1 064 | −6,01 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 712 | 0,00 | 679 | 18,53 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 248 | 98 | ||||||
| 2025-07-18 | 13F | NRI Wealth Management LC | 1 316 | 12,48 | 522 | 33,25 |
Other Listings
| MX:VOOG |
