Grundläggande statistik
Institutionella ägare | 1034 total, 1032 long only, 0 short only, 2 long/short - change of 3,91% MRQ |
Genomsnittlig portföljallokering | 0.4813 % - change of 0,92% MRQ |
Institutionella aktier (lång) | 35 691 099 (ex 13D/G) - change of −0,84MM shares −2,30% MRQ |
Institutionellt värde (lång) | $ 9 791 505 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (US:VOT) har 1034 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 35,691,099 aktier. Största aktieägare inkluderar Morgan Stanley, Assetmark, Inc, Royal Bank Of Canada, Bank Of America Corp /de/, Wells Fargo & Company/mn, EP Wealth Advisors, Inc., UBS Group AG, Pnc Financial Services Group, Inc., Truepoint, Inc., and Jones Financial Companies Lllp .
Vanguard Index Funds - Vanguard Mid-Cap Growth ETF (ARCA:VOT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 19, 2025 is 292,89 / share. Previously, on September 23, 2024, the share price was 242,21 / share. This represents an increase of 20,92% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Frisch Financial Group, Inc. | 6 202 | −1,49 | 2 | 0,00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 464 | 132 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 202 | 0,00 | 626 | 16,36 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 293 | 0,00 | 83 | 16,90 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 150 | 0,00 | 43 | 16,67 | ||||
2025-08-08 | 13F | Wealth Alliance | 11 527 | 8,75 | 3 278 | 26,42 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 098 715 | −3,05 | 312 464 | 12,70 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 1 805 | −24,06 | 514 | −11,53 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 27 073 | −0,01 | 7 699 | 16,25 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 22 119 | 601,74 | 1 006 | 30,48 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 412 | 0,00 | 0 | |||||
2025-08-14 | 13F | Horizon Investments, LLC | 2 050 | 17,08 | 583 | 36,21 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 4 381 | −11,99 | 1 246 | 2,30 | ||||
2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 8 692 | −1,47 | 2 472 | 14,50 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3 632 | −0,95 | 1 033 | 15,05 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2 500 | −0,16 | 711 | 16,18 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 547 | 0,00 | 155 | 16,54 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 3 188 | 33,50 | 907 | 55,14 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 278 | −76,74 | 79 | −73,93 | ||||
2025-07-29 | 13F | Ballast, Inc. | 10 743 | 3 055 | ||||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1 615 | 0,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 70 442 | 76,71 | 20 | 122,22 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 644 | 5,57 | 183 | 22,82 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 1 111 | 316 | ||||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 84 976 | −1,35 | 24 166 | 14,68 | ||||
2025-08-07 | 13F | Davis R M Inc | 1 984 | 0,00 | 564 | 16,29 | ||||
2025-07-14 | 13F | Kieckhefer Group Llc | 23 576 | 0,02 | 6 705 | 16,27 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 370 | 0,00 | 105 | 16,67 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 18 477 | 130,24 | 5 255 | 167,65 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 2 083 | 0,00 | 592 | 16,31 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 50 692 | −69,42 | 14 416 | −64,45 | ||||
2025-08-04 | 13F | Spire Wealth Management | 3 155 | −10,93 | 897 | 3,58 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 12 276 | 25,12 | 3 491 | 44,79 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 42 027 | 34,88 | 11 952 | 56,81 | ||||
2025-07-25 | 13F | NorthRock Partners, LLC | 2 007 | 0,00 | 572 | 16,29 | ||||
2025-08-14 | 13F | Keystone Financial Services, LLC | 2 138 | −3,13 | 608 | 12,59 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 42 389 | −40,85 | 12 055 | −31,23 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 1 804 | 0,00 | 513 | 16,33 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Sicart Associates LLC | 965 | 274 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 913 | −46,67 | 260 | −38,04 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 1 603 | 18,04 | 456 | 37,05 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 889 | 253 | ||||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 899 | 0,00 | 256 | 16,44 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 200 | 0,00 | 57 | 16,67 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 11 819 | −34,14 | 3 463 | −21,12 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 955 | 0,00 | 272 | 16,74 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 10 972 | 0,00 | 3 120 | 16,24 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 2 104 | 0,00 | 598 | 16,34 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 2 072 | −74,11 | 589 | −70,99 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 3 842 | −0,05 | 1 093 | 16,17 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 5 | 0,00 | 1 | 0,00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 284 | 0,00 | 81 | 15,94 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 88 | 0,00 | 25 | 19,05 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 224 | 0,00 | 64 | 16,67 | ||||
2025-08-01 | 13F | Redmond Asset Management, LLC | 1 013 | −3,52 | 288 | 12,50 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 14 119 | −3,91 | 4 015 | 11,71 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 1 274 | 0,00 | 363 | 16,40 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 5 759 | −16,14 | 1 638 | −2,50 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 1 305 | −3,97 | 371 | 11,75 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2 219 | 629 | ||||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 44 680 | −0,94 | 12 706 | 15,15 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6 796 | 53,48 | 1 933 | 78,39 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 29 216 | 3,73 | 8 309 | 20,58 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 1 312 | −15,46 | 373 | −1,58 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 7 741 | 0,00 | 2 202 | 16,27 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 13 | 3 | ||||||
2025-07-10 | 13F | Moody National Bank Trust Division | 11 849 | −1,55 | 3 370 | 14,44 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 1 165 | −36,34 | 331 | −25,95 | ||||
2025-08-12 | 13F | Bokf, Na | 31 237 | 17,77 | 8 883 | 36,91 | ||||
2025-08-12 | 13F | Archer Investment Corp | 501 | 118,78 | 142 | 153,57 | ||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 4 625 | 88,01 | 1 315 | 118,80 | ||||
2025-07-15 | 13F | McAdam, LLC | 186 310 | 2,86 | 52 985 | 19,58 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 27 416 | −3,85 | 7 797 | 11,77 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 24 086 | 5,06 | 6 850 | 22,13 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Advisors | 5 102 | −3,88 | 1 451 | 11,71 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 8 661 | 14,40 | 2 463 | 32,94 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30 326 | 31,36 | 8 624 | 52,72 | ||||
2025-08-06 | 13F | Washington Trust Bank | 2 618 | −27,44 | 745 | −15,65 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 28 980 | 0,00 | 8 242 | 16,25 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 909 | −23,61 | 827 | −1,43 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 3 010 | −2,53 | 856 | 13,38 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 1 027 | −2,93 | 292 | 13,18 | ||||
2025-08-15 | 13F | Keel Point, LLC | 14 169 | 0,51 | 4 029 | 16,85 | ||||
2025-08-13 | 13F | Keystone Financial Group | 761 | −26,40 | 216 | −14,29 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 46 270 | −3,11 | 13 159 | 12,63 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3 619 | −4,41 | 1 029 | 11,12 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 166 | 92,73 | 332 | 123,65 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 138 | 0,00 | 39 | 18,18 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 214 | 0,00 | 61 | 15,38 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sepio Capital, LP | 2 722 | −13,64 | 774 | 0,39 | ||||
2025-04-22 | 13F | Perfromance Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Register Financial Advisors LLC | 6 | 0,00 | 2 | 0,00 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 1 223 | −7,42 | 348 | 7,43 | ||||
2025-08-06 | 13F | DDFG, Inc | 1 981 | −0,05 | 563 | 16,32 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 3 379 | 2,33 | 961 | 19,08 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 7 975 | −50,81 | 2 271 | −42,72 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 885 | 0,00 | 252 | 16,20 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 362 | −4,95 | 672 | 10,54 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 837 | −4,78 | 238 | 10,70 | ||||
2025-04-10 | 13F | Cathy Pareto & Associates, Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Net Worth Advisory Group | 5 526 | 168,64 | 1 571 | 212,33 | ||||
2025-08-14 | 13F | Elevatus Welath Management | 838 | −36,85 | 238 | −26,54 | ||||
2025-07-02 | 13F | Dentgroup LLC | 4 873 | 0,41 | 1 386 | 16,68 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 1 578 | −34,69 | 449 | −24,07 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 9 667 | 978,91 | 2 749 | 1 155,25 | ||||
2025-08-14 | 13F | Windsor Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Mainsail Asset Management, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 2 480 | 0,00 | 705 | 16,34 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 173 203 | 10,07 | 49 257 | 27,95 | ||||
2025-07-15 | 13F | Graypoint LLC | 4 339 | −0,12 | 1 234 | 16,10 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 907 | −76,46 | 542 | −72,64 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 1 062 | −4,15 | 302 | 11,07 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 3 360 | 956 | ||||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 948 | 0,00 | 270 | 16,45 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 485 | −1,02 | 138 | 15,13 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 262 | 7,37 | 928 | 24,76 | ||||
2025-08-14 | 13F | Tudor Financial Inc. | 2 355 | −27,04 | 670 | −15,21 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 31 342 | 1,68 | 8 913 | 18,21 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 528 | 252,00 | 150 | 316,67 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 817 | 232 | ||||||
2025-07-29 | 13F | Systelligence, LLC | 70 209 | 19 967 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 5 654 | −10,24 | 1 608 | 4,35 | ||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 39 004 | 8,53 | 11 092 | 26,16 | ||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 114 | 33 | ||||||
2025-07-22 | 13F | SOL Capital Management CO | 10 807 | 0,00 | 3 | 50,00 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 7 701 | 1,10 | 2 190 | 17,55 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 13 400 | 77,65 | 3 811 | 99,06 | ||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 1 444 | 0,00 | 411 | 16,15 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 1 156 | 329 | ||||||
2025-08-11 | 13F | First American Trust, Fsb | 6 371 | −9,67 | 1 812 | 4,99 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 173 | 0,00 | 49 | 16,67 | ||||
2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 151 479 | −2,27 | 43 | 16,22 | ||||
2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 118 | 0,00 | 30 | 3,57 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 15 | 4 | ||||||
2025-08-06 | 13F | Regimen Wealth, Llc | 38 625 | 27,70 | 10 985 | 48,39 | ||||
2025-07-18 | 13F | Ewa, Llc | 2 100 | −3,85 | 597 | 11,80 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 750 | 213 | ||||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Hilltop National Bank | 5 492 | 2,64 | 1 562 | 15,03 | ||||
2025-08-12 | 13F | MAI Capital Management | 75 190 | 3,47 | 21 383 | 20,29 | ||||
2025-08-05 | 13F | Snider Financial Group | 1 303 | 0,85 | 371 | 17,09 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 1 640 | −13,23 | 466 | 0,87 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 269 | −12,38 | 77 | 1,33 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 16 280 | 0,26 | 4 630 | 16,54 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 111 205 | 634,22 | 31 644 | 754,06 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 9 993 | 2,52 | 2 846 | 19,38 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 753 | 214 | ||||||
2025-08-15 | 13F | Cooksen Wealth, LLC | 10 176 | −5,79 | 2 894 | 13,63 | ||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 866 | −35,43 | 531 | −24,93 | ||||
2025-04-16 | 13F | Signature Resources Capital Management, LLC | 0 | 0 | ||||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 615 | 0,00 | 175 | 16,67 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 24 587 | −28,20 | 7 | −25,00 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 132 183 | 12,71 | 37 592 | 31,02 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 1 727 | 80,84 | 491 | 118,22 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32 309 | −2,46 | 9 188 | 13,39 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 960 | 273 | ||||||
2025-07-29 | 13F | Fundamentun, Llc | 1 964 | 69,75 | 559 | 97,17 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 6 513 | −48,01 | 1 747 | −40,52 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4 591 | 1 306 | ||||||
2025-08-05 | 13F | EPG Wealth Management LLC | 127 | 0,00 | 36 | 16,13 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 75 | 0,00 | 21 | 16,67 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 249 | 0,00 | 71 | 16,67 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 280 | −6,44 | 648 | 8,72 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 110 | 0,00 | 31 | 10,71 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 4 263 | −8,03 | 1 212 | 6,97 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 399 | 0,00 | 113 | 16,49 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Legacy Financial Group LLC | 3 410 | 0,00 | 970 | 16,19 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 8 866 | 32,59 | 2 262 | 38,29 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 1 847 | 0,00 | 525 | 16,41 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Vectors Research Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 1 855 | 0,49 | 528 | 16,85 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 656 | 0,00 | 187 | 16,25 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 37 736 | 120,99 | 10 749 | 157,34 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 15 589 | −1,73 | 4 433 | 14,25 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 7 023 | −2,49 | 1 997 | 13,40 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 309 | 0,00 | 657 | 16,31 | ||||
2025-09-03 | 13F | Q3 Asset Management | 15 151 | −62,51 | 4 | −55,56 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 1 854 | 0,00 | 527 | 16,34 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 996 | 283 | ||||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 228 | 65 | ||||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 44 | 0,00 | 13 | 20,00 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 3 990 | 0,00 | 1 135 | 16,19 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 3 428 | 975 | ||||||
2025-07-17 | 13F | Park Place Capital Corp | 800 | 226 | ||||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 2 767 | 0,00 | 787 | 16,27 | ||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 7 329 | 0,00 | 2 | 100,00 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 316 | 0,00 | 90 | 15,58 | ||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 4 918 | 0,78 | 1 399 | 13,66 | ||||
2025-07-07 | 13F | Lwm Advisors Inc | 1 184 | 0,00 | 337 | 10,89 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 1 452 | 0,00 | 413 | 16,06 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 3 918 | 2,08 | 1 114 | 18,76 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 6 248 | −21,25 | 1 777 | −8,45 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 7 | −50,00 | 2 | −66,67 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 18 493 | 1,93 | 5 259 | 18,50 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 795 | −85,43 | 226 | −83,06 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 1 032 | 0,00 | 293 | 16,27 | ||||
2025-05-29 | NP | JACFX - John Hancock Mid Cap Growth Fund Class NAV | 108 645 | 26 579 | ||||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 6 881 | −12,02 | 1 957 | 2,25 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 6 162 | −5,00 | 1 752 | 10,47 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1 000 | 0,00 | 284 | 16,39 | ||||
2025-08-01 | 13F | Planning Directions Inc | 19 116 | 3,35 | 5 436 | 20,16 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8 481 | −0,46 | 2 412 | 15,69 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 248 | 115,65 | 71 | 150,00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 2 880 | 0,00 | 1 | |||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 928 | −4,26 | 3 107 | 11,28 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 59 732 | −10,30 | 16 987 | 4,28 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 2 962 | 58,31 | 842 | 84,25 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 101 | 0,00 | 29 | 16,67 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 24 676 | 1,31 | 7 018 | 17,77 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 981 | 279 | ||||||
2025-07-23 | 13F | BankPlus Trust Department | 928 | 0,00 | 264 | 15,86 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 29 003 | 0,26 | 8 248 | 16,55 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 294 253 | −8,24 | 83 629 | 6,59 | ||||
2025-08-08 | 13F | Sawgrass Asset Management Llc | 9 042 | −0,86 | 2 571 | 15,24 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 331 | 9,60 | 94 | 28,77 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 789 | 348,30 | 224 | 420,93 | ||||
2025-07-16 | 13F | Owen LaRue, LLC | 7 459 | 153,28 | 2 121 | 194,58 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 608 | 0,00 | 457 | 16,28 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 176 802 | 2,02 | 50 280 | 18,60 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 44 118 | −1,79 | 12 547 | 14,17 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6 451 | −42,15 | 1 578 | −44,22 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 46 921 | 1,13 | 13 344 | 17,56 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 2 103 | 0,00 | 598 | 16,15 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Old National Bancorp /in/ | 25 711 | 4,64 | 7 312 | 21,63 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 4 289 | 19,24 | 1 220 | 38,68 | ||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 6 001 | 23,45 | 1 707 | 43,48 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 4 232 | 22,31 | 1 204 | 42,20 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 58 045 | −2,39 | 16 538 | 13,68 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 226 | 0,00 | 64 | 16,36 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 391 | 111 | ||||||
2025-08-04 | 13F | Silver Coast Investments LLC | 1 311 | 0,92 | 373 | 17,30 | ||||
2025-07-17 | 13F | City Holding Co | 6 100 | −2,94 | 1 735 | 12,82 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 2 273 | −4,17 | 556 | −13,42 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1 281 | 0,00 | 364 | 16,29 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 883 | −0,56 | 251 | 15,67 | ||||
2025-08-05 | 13F | Marion Wealth Management | 55 201 | 2,86 | 15 699 | 19,58 | ||||
2025-08-14 | 13F | Gould Capital, LLC | 4 | 0,00 | 1 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 3 814 | −2,36 | 1 | |||||
2025-07-09 | 13F | First Financial Corp /in/ | 13 | 0,00 | 4 | 0,00 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 7 693 | 66,52 | 2 189 | 102,03 | ||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 9 098 | −0,85 | 2 587 | 15,29 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 849 | −32,03 | 241 | −21,31 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 230 | 0,00 | 65 | 16,07 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 064 | 1,04 | 303 | 17,51 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 968 | −7,98 | 274 | 6,23 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 852 | 0,00 | 242 | 16,35 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 2 229 | −5,63 | 634 | 9,71 | ||||
2025-08-14 | 13F | Colony Group, LLC | 33 279 | 8,52 | 9 465 | 26,15 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 767 631 | 6,08 | 216 764 | 22,71 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 717 | 204 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 4 063 | 3,81 | 1 156 | 20,69 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 9 906 | −6,29 | 2 817 | 8,93 | ||||
2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 7 150 | −0,07 | 2 033 | 16,17 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 5 268 | 26,94 | 1 498 | 47,59 | ||||
2025-08-05 | 13F | Mathes Company, Inc. | 5 820 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 18 642 | −0,45 | 4 561 | −4,02 | ||||
2025-05-14 | 13F | Mission Creek Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 1 086 | −4,40 | 309 | 11,19 | ||||
2025-07-31 | 13F/A | Avion Wealth | 5 | 0,00 | 0 | |||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 228 | 65 | ||||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 7 176 | 14,63 | 2 041 | 33,25 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 5 | 0,00 | 1 | 0,00 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 295 | 0,00 | 84 | 15,28 | ||||
2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 691 | 3,98 | 1 903 | 20,84 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 103 948 | 0,92 | 29 562 | 17,31 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1 688 | −14,01 | 480 | −0,21 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 20 691 | −1,17 | 5 884 | 14,90 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 50 | 0,00 | 14 | 16,67 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 874 | 3,68 | 249 | 20,39 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 10 743 | 0,08 | 3 055 | 16,38 | ||||
2025-08-12 | 13F | LPL Financial LLC | 743 504 | 10,29 | 211 445 | 28,21 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 2 200 | 0,41 | 626 | 16,60 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Domestic ETF | 2 542 | 30,76 | 723 | 46,45 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 55 972 | 3,17 | 15 918 | 19,94 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 17 | 4 | ||||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 1 863 | 11,62 | 531 | 29,58 | ||||
2025-07-11 | 13F | First PREMIER Bank | 3 761 | 31,46 | 1 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 3 611 | 2,53 | 1 027 | 19,16 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 1 044 | −1,97 | 300 | 13,26 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 5 168 | −5,23 | 1 470 | 10,12 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 492 450 | 4,66 | 424 438 | 21,67 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 797 | −5,90 | 227 | 9,18 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 645 | 5,34 | 752 | 22,48 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 1 221 | 0,08 | 347 | 16,44 | ||||
2025-08-12 | 13F | Change Path, LLC | 3 148 | 19,20 | 895 | 38,76 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 83 087 | 2,72 | 23 629 | 19,41 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 25 348 | −0,06 | 7 209 | 16,18 | ||||
2025-04-28 | 13F | CarsonAllaria Wealth Management, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 1 379 | −4,37 | 392 | 11,36 | ||||
2025-08-12 | 13F | Associated Banc-corp | 27 980 | 27,39 | 7 957 | 48,09 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 25 125 | 2,00 | 7 145 | 23,02 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 3 374 | 18,84 | 960 | 38,18 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 4 532 | 0,96 | 1 289 | 17,30 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 744 | −6,51 | 1 634 | 8,72 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 128 162 | 2,79 | 36 448 | 19,49 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 277 | 0,00 | 68 | 6,35 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 4 005 | 0,00 | 1 139 | 16,24 | ||||
2025-08-06 | 13F | Eukles Asset Management | 181 | 0,00 | 51 | 15,91 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 2 004 | 4,38 | 570 | 21,32 | ||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 23 368 | −18,61 | 6 646 | −5,38 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 155 | 0,00 | 44 | 18,92 | ||||
2025-07-15 | 13F | Mainstream Capital Management LLC | 6 431 | −0,46 | 1 829 | 15,70 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 1 069 | −11,06 | 304 | 3,40 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 10 200 | 343,48 | 2 901 | 416,01 | ||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 1 424 | 0,00 | 405 | 16,09 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 5 | −95,00 | 1 | −95,83 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 733 | 210 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 017 | 3,99 | 1 996 | 20,91 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 37 114 | 0,76 | 10 555 | 17,12 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 82 059 | −15,87 | 23 337 | −2,20 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 3 820 | 35,85 | 1 086 | 58,08 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 2 215 | 73,73 | 630 | 102,25 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 745 | 0,00 | 212 | 15,93 | ||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 2 779 | 790 | ||||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 476 | 0,00 | 138 | 17,09 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 7 381 | −31,09 | 2 099 | −19,89 | ||||
2025-08-14 | 13F | Family Management Corp | 6 282 | −8,28 | 1 787 | 6,63 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 5 946 | −43,76 | 1 691 | −34,65 | ||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 150 | 43 | ||||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 5 682 | 0,00 | 1 616 | 16,19 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 860 | −78,66 | 245 | −75,23 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 500 | 0,00 | 142 | 16,39 | ||||
2025-07-14 | 13F | Lee-Kelleher Wealth Management | 795 | 226 | ||||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 544 | 0,26 | 439 | 16,76 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 47 677 | −6,47 | 13 559 | 8,72 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 3 178 | −45,00 | 904 | −36,09 | ||||
2025-07-30 | 13F | Whittier Trust Co | 1 366 | 0,00 | 388 | 16,17 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 135 595 | 40,69 | 38 562 | 63,55 | ||||
2025-08-11 | 13F | Baldwin Investment Management, LLC | 5 150 | 0,00 | 1 465 | 16,28 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 414 | −21,62 | 686 | −8,90 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 964 | −1,82 | 2 549 | 14,15 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 738 | 32,87 | 494 | 54,86 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 180 588 | −3,41 | 51 357 | 12,29 | ||||
2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 11 590 | 3 296 | ||||||
2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 2 465 | −0,36 | 701 | 15,87 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 513 | 0,20 | 146 | 16,00 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 2 467 | 702 | ||||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 1 054 | 0,00 | 300 | 16,34 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3 676 | −12,02 | 1 045 | 2,25 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 5 117 | 11,87 | 1 455 | 30,14 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 91 | 160,00 | 26 | 212,50 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 1 963 | 0,00 | 558 | 16,25 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 6 363 | −80,43 | 1 810 | −77,26 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 1 112 | 0,09 | 316 | 16,61 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 9 518 | 2,11 | 2 708 | 18,68 | ||||
2025-05-12 | 13F | Cahill Wealth Management, LLC | 2 620 | 0,11 | 641 | −3,61 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 16 200 | −2,99 | 4 607 | 12,78 | |||
2025-08-11 | 13F | Citigroup Inc | 10 402 | −1,72 | 2 958 | 14,25 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 6 200 | 55,00 | 1 763 | 80,27 | |||
2025-07-18 | 13F | PFG Investments, LLC | 1 042 | 9,34 | 296 | 27,04 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1 731 | −8,56 | 492 | 5,58 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 19 866 | −3,84 | 5 650 | 11,77 | ||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 14 951 | 0,27 | 4 252 | 16,56 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 2 372 | 16,56 | 675 | 30,62 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 597 195 | 20,05 | 169 836 | 39,56 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 145 843 | 3,34 | 41 812 | 21,10 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 210 | 0,00 | 60 | 15,69 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 3 092 | 3,72 | 879 | 20,58 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 3 632 | −12,92 | 1 033 | 1,18 | ||||
2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 508 | 0,00 | 144 | 16,13 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Trust Co Of Vermont | 333 | 0,00 | 95 | 16,05 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 3 348 | 7,41 | 952 | 24,93 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 2 153 | −14,60 | 612 | −0,65 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 868 | 0,00 | 247 | 16,51 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 88 460 | −0,85 | 25 157 | 15,26 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 707 | 1,31 | 13 567 | 17,77 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Sage Financial Group Inc | 34 937 | 1,17 | 9 936 | 17,62 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 430 | 122 | ||||||
2025-08-11 | 13F | October Effect Ltd | 1 066 | 303 | ||||||
2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 1 952 | 49,24 | 555 | 73,98 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 105 | 0,00 | 314 | 16,30 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5 178 | −19,73 | 1 473 | −6,72 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 1 914 | 0,00 | 544 | 16,24 | ||||
2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1 231 | 0,00 | 350 | 16,28 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 122 | 0,00 | 35 | 17,24 | ||||
2025-07-11 | 13F | Scott Capital Advisors, LLC | 1 144 | 0,00 | 328 | 17,56 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 17 006 | −1,40 | 4 836 | 14,62 | ||||
2025-07-16 | 13F | Plancorp, LLC | 3 264 | −5,25 | 928 | 10,21 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 2 062 | −61,49 | 586 | −55,27 | ||||
2025-07-21 | 13F | Custos Family Office, LLC | 4 635 | 0,00 | 1 318 | 16,33 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 19 | 0,00 | 0 | |||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 1 895 | −4,15 | 539 | 11,39 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 2 729 | −3,74 | 776 | 11,98 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 764 | −8,12 | 5 900 | 6,75 | ||||
2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 23 045 | −12,12 | 6 182 | −9,33 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2 073 | 1 | ||||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 272 | 0,00 | 77 | 16,67 | ||||
2025-04-15 | 13F | Members Wealth Llc | 4 908 | 6,16 | 1 201 | −5,14 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 126 470 | 12,30 | 35 967 | 30,55 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 267 | 5,95 | 76 | 15,38 | ||||
2025-03-25 | 13F | Arrow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 7 242 | −2,23 | 2 060 | 13,63 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4 940 | 0,06 | 1 | −99,92 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 1 100 | 4 682,61 | 313 | 6 140,00 | ||||
2025-08-14 | 13F | Inspire Trust Co, N.a. | 28 500 | 14,00 | 8 105 | 32,52 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 9 489 | 368,13 | 2 699 | 440,68 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 12 652 | 195,88 | 3 598 | 243,98 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-18 | 13F | Finward Bancorp | 3 825 | 0,26 | 1 088 | 16,51 | ||||
2025-05-29 | NP | JAEVX - Mid Cap Stock Trust NAV | 50 303 | −21,50 | 12 306 | −1,39 | ||||
2025-08-04 | 13F | Assetmark, Inc | 2 458 167 | 3,18 | 699 078 | 19,94 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 160 | 0,00 | 46 | 15,38 | ||||
2025-07-15 | 13F | Norden Group Llc | 3 548 | −48,92 | 1 009 | −40,61 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 57 | 0,00 | 16 | 23,08 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 37 | 11 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 11 | 3 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 165 395 | −25,78 | 47 037 | −13,73 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1 229 552 | 15,80 | 349 672 | 34,61 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 1 500 | 0,00 | 427 | 16,39 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 2 030 | 0,00 | 577 | 16,33 | ||||
2025-07-25 | 13F | Welch Group, LLC | 903 | 10,12 | 257 | 28,00 | ||||
2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 9 231 | 2 625 | ||||||
2025-07-22 | 13F | MBL Wealth, LLC | 1 155 | 7,44 | 328 | 25,19 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 13 276 | 4,12 | 3 775 | 21,03 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 30 122 | −62,12 | 8 566 | −55,97 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 2 071 | 27,92 | 589 | 48,48 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2 001 939 | −1,27 | 569 331 | 14,78 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 7 867 | −17,52 | 2 246 | −3,73 | ||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 24 071 | −3,71 | 6 846 | 11,94 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 557 | −42,46 | 158 | −35,51 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 27 594 | 5,77 | 7 848 | 22,96 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 32 345 | 2,52 | 9 199 | 19,18 | ||||
2025-04-09 | 13F | Dakota Community Bank & Trust NA | 37 | 9 | ||||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 6 239 | 7,77 | 1 774 | 25,28 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 2 676 | 0,00 | 782 | 17,44 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 17 099 | 4 863 | ||||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 8 755 | 26,99 | 2 | 100,00 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 732 | 208 | ||||||
2025-08-14 | 13F | Dearborn Partners Llc | 1 711 | −7,71 | 487 | 7,28 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 007 | 0,00 | 294 | 19,51 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 4 577 | 2,19 | 1 302 | 18,81 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 76 286 | −7,02 | 21 695 | 8,09 | ||||
2025-07-28 | 13F | Courier Capital Llc | 859 | −18,58 | 244 | −5,43 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 13 067 | 3 716 | ||||||
2025-07-18 | 13F | Cooper Financial Group | 712 | −16,82 | 202 | −3,35 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 71 789 | 130,28 | 20 416 | 167,72 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 4 042 | 1 150 | ||||||
2025-08-12 | 13F | Armor Investment Advisors, LLC | 800 | 0,00 | 228 | 16,41 | ||||
2025-07-24 | 13F | Aurora Private Wealth, Inc. | 789 | 0 | ||||||
2025-07-16 | 13F | Meridian Financial, LLC | 8 988 | 0,39 | 2 556 | 16,67 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 895 | 0,00 | 255 | 16,51 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 770 | −5,17 | 219 | 10,10 | ||||
2025-07-31 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Manchester Capital Management LLC | 4 407 | −68,40 | 1 253 | −63,27 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 4 430 | −0,43 | 1 260 | 15,72 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 18 481 | −3,44 | 5 256 | 12,24 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 797 | 76,33 | 227 | 105,45 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 31 | −13,89 | 9 | 0,00 | ||||
2025-07-29 | 13F | Regions Financial Corp | 6 611 | 10,94 | 1 880 | 29,03 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 267 | 187,10 | 76 | 245,45 | ||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 42 600 | −22,40 | 12 115 | −13,03 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 2 393 | 681 | ||||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 3 328 | 0,00 | 946 | 16,22 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 27 708 | −85,73 | 7 880 | −83,41 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 103 | 18,39 | 29 | 38,10 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 4 770 | −14,42 | 1 357 | −1,45 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 159 128 | −24,13 | 45 255 | −11,80 | ||||
2025-07-29 | 13F | Easterly Investment Partners Llc | 917 | 0,00 | 261 | 16,07 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 42 933 | 3,61 | 12 210 | 20,44 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 21 156 | 1,09 | 6 017 | 17,52 | ||||
2025-07-18 | 13F | Lowery Thomas, Llc | 7 097 | −4,25 | 2 018 | 11,31 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 4 915 | −46,08 | 1 | −50,00 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 103 550 | 2,33 | 29 449 | 18,95 | ||||
2025-08-07 | 13F | Gryphon Financial Partners LLC | 3 052 | 0,00 | 868 | 16,35 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 165 | 1,55 | 616 | 18,04 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 859 | −10,12 | 813 | 4,50 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 7 | 2 | ||||||
2025-08-05 | 13F | Mma Asset Management Llc | 21 927 | 20,52 | 6 236 | 40,11 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 257 449 | −3,34 | 73 216 | 12,36 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 1 236 | −4,41 | 352 | 11,08 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 837 | −6,90 | 238 | 8,68 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 1 249 | 32,45 | 355 | 54,35 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 78 | 22 | ||||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 3 170 | 0,00 | 902 | 16,26 | ||||
2025-08-14 | 13F | Comerica Bank | 41 105 | 0,98 | 11 690 | 17,38 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 16 188 | −3,38 | 4 604 | 12,32 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 31 724 | −1,54 | 9 022 | 14,46 | ||||
2025-08-13 | 13F | Haverford Trust Co | 1 339 | 0,00 | 381 | 16,21 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 1 622 | −6,57 | 461 | 8,73 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 5 916 | −0,40 | 1 682 | 15,76 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 45 147 | 81,59 | 12 839 | 111,10 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 830 | 0,00 | 236 | 16,26 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 3 330 | 23,52 | 947 | 43,55 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 764 | 217 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Davis Investment Partners, LLC | 50 482 | −2,43 | 14 290 | 17,30 | ||||
2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-09-19 | 13F | Base Wealth Management LLC | 7 345 | 14,80 | 2 089 | 33,42 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 11 455 | −2,09 | 3 258 | 13,80 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 416 | 2,97 | 1 827 | 19,88 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 16 261 | 8,51 | 4 624 | 26,13 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 1 300 | 44,44 | 370 | 67,73 | |||
2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 1 767 | 16,79 | 502 | 35,68 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 53 940 | 5,57 | 15 340 | 22,72 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 386 | 0,00 | 110 | 15,96 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 1 800 | 50,00 | 512 | 74,40 | |||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 4 487 | 1 276 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 772 | 220 | ||||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 14 402 | 0,50 | 4 096 | 16,83 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 10 539 | 180,14 | 2 997 | 225,76 | ||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 518 | 0,00 | 147 | 16,67 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 380 178 | 9,30 | 108 119 | 27,06 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 446 | −42,67 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 1 315 | 93,10 | 374 | 125,30 | ||||
2025-07-22 | 13F | Hrc Wealth Management, Llc | 31 128 | 22,69 | 8 852 | 42,64 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 2 480 | 1,35 | 705 | 17,89 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 440 | 0,00 | 125 | 16,82 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Howland Capital Management Llc | 1 175 | −11,32 | 335 | 3,09 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 286 | 366 | ||||||
2025-08-11 | 13F | Heritage Wealth Advisors | 129 | 0,00 | 37 | 16,13 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 5 206 | 1 483 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 43 565 | 4,21 | 12 | 20,00 | ||||
2025-08-05 | 13F | HFG Advisors, Inc. | 21 357 | 1,71 | 6 074 | 18,24 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 1 200 | 0,00 | 341 | 16,38 | ||||
2025-07-17 | 13F | Clean Yield Group | 254 | 0,00 | 72 | 16,13 | ||||
2025-07-15 | 13F | Kwmg, Llc | 133 762 | 1,57 | 38 041 | 18,07 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 797 | 227 | ||||||
2025-08-15 | 13F | Fft Wealth Management Llc | 3 287 | 0,00 | 946 | 17,66 | ||||
2025-07-18 | 13F | Truist Financial Corp | 257 550 | −6,80 | 73 245 | 8,34 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 7 742 | 193,59 | 2 202 | 241,24 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 85 688 | 7,37 | 24 370 | 24,82 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 4 943 | −87,04 | 1 406 | −84,94 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 43 | 0,00 | 12 | 20,00 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 356 256 | −1,00 | 101 287 | 15,09 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 202 | −15,37 | 626 | −1,57 | ||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 33 967 | 9 660 | ||||||
2025-07-28 | 13F | Holistic Planning, LLC | 7 374 | 0,61 | 2 097 | 17,02 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 1 373 | 0,00 | 390 | 16,42 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 7 546 | −0,67 | 1 846 | −4,20 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 2 900 | −4,48 | 825 | 11,05 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 10 866 | 0,18 | 3 152 | 14,58 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 39 020 | −1,10 | 11 097 | 14,97 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 391 | 0,00 | 111 | 16,84 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 137 | −88,94 | 39 | −87,46 | ||||
2025-04-29 | 13F | Hm Payson & Co | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Baring Financial LLC | 14 103 | 4,97 | 4 011 | 22,03 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 168 | 0,00 | 48 | 14,63 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 275 | 0,00 | 78 | 16,42 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 980 | −19,84 | 563 | −6,79 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 2 035 | 3,51 | 579 | 20,42 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 83 918 | 1,47 | 24 | 15,00 | ||||
2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | EnRich Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 295 | 0,00 | 84 | 15,28 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 190 | 0,00 | 54 | 17,39 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 12 606 | −0,34 | 3 585 | 15,87 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 15 824 | 0,49 | 4 500 | 16,82 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 31 117 | 5,24 | 8 849 | 126 314,29 | ||||
2025-07-17 | 13F | XML Financial, LLC | 3 842 | 2,24 | 1 093 | 18,82 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 615 | 0,00 | 175 | 16,00 | ||||
2025-07-31 | 13F | City State Bank | 1 002 | 0,00 | 285 | 15,92 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 48 897 | 64,24 | 13 906 | 90,92 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 14 170 | −1,72 | 4 030 | 14,23 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 | 4 017 | 25,02 | 983 | 57,12 | ||||
2025-08-13 | 13F | Northern Trust Corp | 16 001 | −9,75 | 4 551 | 4,91 | ||||
2025-07-23 | 13F | SGL Investment Advisors, Inc. | 1 676 | 5,01 | 477 | 16,38 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 928 | 0,00 | 264 | 15,86 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 9 427 | 0,17 | 2 681 | 16,46 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 340 | 28,85 | 0 | |||||
2025-07-16 | 13F/A | CX Institutional | 29 894 | 12,16 | 9 | 33,33 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 26 595 | 126,22 | 7 563 | 162,97 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 15 075 | −4,84 | 4 287 | 10,63 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 475 | 0,00 | 135 | 16,38 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 102 622 | −11,49 | 29 185 | 2,89 | ||||
2025-07-31 | 13F | New Hampshire Trust | 1 212 | 0,00 | 345 | 16,22 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 13 471 | 0,02 | 3 837 | 16,48 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 1 010 | −0,69 | 287 | 28,13 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 2 592 | 0,70 | 1 | |||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 7 915 | 0,00 | 2 251 | 16,22 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 3 475 | 0,00 | 988 | 16,24 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1 825 | −1,62 | 519 | 14,57 | ||||
2025-08-14 | 13F | Betterment LLC | 82 993 | 4,04 | 24 | 21,05 | ||||
2025-07-25 | 13F | Stephens Consulting, LLC | 37 | 0,00 | 11 | 11,11 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 225 | 0,00 | 64 | 14,55 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 884 | 0,00 | 251 | 16,20 | ||||
2025-08-14 | 13F | Geneva Partners, LLC | 5 709 | 0,39 | 1 624 | 16,68 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 21 286 | −12,34 | 6 054 | 1,90 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Ritholtz Wealth Management | 3 072 | −1,95 | 874 | 13,97 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 29 700 | −29,79 | 8 446 | −21,31 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 3 121 | −11,11 | 889 | 3,50 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 22 346 | 12,21 | 6 355 | 47,55 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 1 356 | 0,00 | 386 | 16,31 | ||||
2025-08-05 | 13F | Tsfg, Llc | 10 736 | −4,19 | 3 | 50,00 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 1 116 | −0,89 | 317 | 15,27 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 6 200 | 0,00 | 1 763 | 16,29 | ||||
2025-08-05 | 13F | Key FInancial Inc | 891 | 0,56 | 253 | 17,13 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 3 636 | −50,46 | 1 034 | −42,40 | ||||
2025-07-11 | 13F | Bouvel Investment Partners, LLC | 2 548 | −82,27 | 725 | −79,31 | ||||
2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Beacon Financial Group | 1 566 | −0,38 | 445 | 15,89 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10 276 | 10,39 | 2 923 | 28,33 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 090 | −31,83 | 310 | −20,97 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 170 | −38,63 | 48 | −31,43 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 2 835 | 0,14 | 806 | 16,47 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 1 144 | −47,31 | 324 | −39,17 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 8 141 | 3,59 | 2 315 | 20,45 | ||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 17 400 | −43,14 | 4 948 | −33,89 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 2 097 | 0,00 | 596 | 16,18 | ||||
2025-08-14 | 13F | Mariner, LLC | 153 983 | −0,63 | 43 791 | 15,52 | ||||
2025-08-07 | 13F | Allworth Financial LP | 45 382 | 1,74 | 12 906 | 18,05 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 2 806 | 0,36 | 798 | 16,52 | ||||
2025-08-06 | 13F | Garrison Point Advisors, Llc | 725 | −15,20 | 206 | −1,44 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 2 717 | 146,11 | 773 | 175,71 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 982 | 0,00 | 279 | 16,25 | ||||
2025-08-13 | 13F | F/M Investments LLC | 1 862 | −9,70 | 530 | 4,96 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 032 | −24,18 | 862 | −11,86 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 6 952 | 2,86 | 1 977 | 19,60 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 5 340 | 0,36 | 1 519 | 16,68 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 1 161 | 2,29 | 0 | |||||
2025-08-13 | 13F | Smith, Moore & Co. | 991 | 0,00 | 282 | 16,12 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 11 308 | 5,51 | 3 243 | 29,88 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 391 079 | 5,21 | 111 219 | 22,31 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 1 290 | 0,00 | 367 | 16,19 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 423 | 0,57 | 405 | 16,76 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 12 432 | 5,71 | 3 536 | 22,87 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 147 242 | −3,57 | 41 874 | 12,09 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 6 235 | 1 773 | ||||||
2025-07-15 | 13F | Kentucky Trust Co | 100 | 0,00 | 28 | 16,67 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 22 514 | −0,37 | 6 403 | 15,83 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 1 194 | −25,38 | 340 | −13,30 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 106 479 | −3,28 | 30 282 | 12,44 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 7 169 | 24,42 | 2 072 | 46,98 | ||||
2025-05-07 | 13F | Woodard & Co Asset Management Group Inc /adv | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 381 | 2,80 | 962 | 19,53 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 1 474 | −0,41 | 419 | 15,75 | ||||
2025-07-14 | 13F | Abound Wealth Management | 210 | 54,41 | 60 | 78,79 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 725 | −1,63 | 206 | 14,44 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 185 | 0,00 | 52 | 15,56 | ||||
2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Balentine LLC | 253 | 0,00 | 72 | 16,39 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 466 | −2,22 | 701 | 13,80 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 5 698 | 1,51 | 1 595 | 16,17 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 5 489 | 0,00 | 1 561 | 16,32 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 403 | 0,00 | 115 | 16,33 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 82 | 0,00 | 0 | |||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 038 | 9,81 | 580 | 27,53 | ||||
2025-08-06 | 13F/A | Headland Capital, LLC | 1 119 | 0,00 | 318 | 16,48 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 64 825 | −14,23 | 18 | 0,00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 48 | 0,00 | 14 | 18,18 | ||||
2025-04-24 | 13F | Mascoma Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Hsbc Holdings Plc | 1 355 | −8,94 | 385 | 5,77 | ||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Royal Fund Management, LLC | 5 282 | −5,51 | 1 510 | 9,19 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 10 303 | 0,20 | 3 | 0,00 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 1 139 | 324 | ||||||
2025-07-07 | 13F | Horizons Wealth Management | 195 | 0,00 | 55 | 17,02 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 178 | 71,15 | 51 | 100,00 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 3 219 | −3,57 | 1 | |||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 667 | −72,09 | 190 | −67,64 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 7 511 | −2,38 | 2 126 | 12,20 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 17 355 | −7,97 | 4 936 | 6,98 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 597 | 0,00 | 170 | 15,75 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 43 | 0,00 | 12 | 9,09 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 8 445 | 4,22 | 2 402 | 21,14 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 5 613 | 1 596 | ||||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 60 970 | 466,64 | 17 339 | 558,78 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 3 756 | 32,53 | 1 079 | 51,62 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 10 | 0,00 | 3 | 0,00 | ||||
2025-08-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 3 842 | −0,85 | 1 093 | 15,31 | ||||
2025-08-06 | 13F | Simmons Bank | 8 244 | −9,13 | 2 345 | 5,63 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 4 614 | −8,31 | 1 312 | 6,58 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1 658 | 0,00 | 471 | 16,30 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 20 053 | −1,58 | 5 703 | 14,41 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 1 111 | −0,80 | 316 | 15,38 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 13 229 | −1,39 | 3 762 | 14,63 | ||||
2025-07-07 | 13F | Trust Co | 149 104 | −6,20 | 42 404 | 9,04 | ||||
2025-04-10 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | WPG Advisers, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 25 | 0,00 | 7 | 16,67 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 2 777 | 0,00 | 790 | 16,20 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1 359 | 387 | ||||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 2 544 | 0,00 | 723 | 16,24 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 14 111 | 88,05 | 4 013 | 118,69 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1 584 | −25,35 | 0 | |||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 12 876 | −1,37 | 3 662 | 14,66 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 22 479 | 1,63 | 6 393 | 18,13 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 5 338 | −5,40 | 1 518 | 10,00 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 1 474 | 0,00 | 419 | 16,39 | ||||
2025-08-08 | 13F | Petix & Botte Co | 2 136 | 0,00 | 607 | 16,28 | ||||
2025-07-14 | 13F | Gries Financial Llc | 735 | 209 | ||||||
2025-08-13 | 13F | Brown Advisory Inc | 19 281 | −2,19 | 5 483 | 13,71 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 65 148 | 2,02 | 18 528 | 18,60 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 590 | 0,51 | 168 | 16,78 | ||||
2025-07-15 | 13F | Cordant, Inc. | 604 | 0,00 | 172 | 16,33 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 10 205 | 3,21 | 2 902 | 19,97 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 19 440 | 0,02 | 5 528 | 16,28 | ||||
2025-07-23 | 13F | Element Wealth, LLC | 901 | 0,00 | 256 | 16,36 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 19 664 | −0,65 | 5 592 | 15,47 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 3 651 | 0,00 | 1 038 | 16,24 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 1 260 | 0,00 | 358 | 16,23 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank of Marin | 2 367 | 673 | ||||||
2025-07-17 | 13F | Enclave Advisors LLC | 2 656 | 0,00 | 755 | 16,33 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 8 918 | 9,61 | 2 536 | 27,44 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 1 670 | 0,00 | 475 | 16,18 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 17 696 | −1,24 | 5 033 | 14,81 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 330 | 0,00 | 94 | 16,25 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 22 891 | 11,35 | 6 510 | 29,43 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 72 | 0,00 | 21 | 17,65 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 5 324 | 5,03 | 1 514 | 22,10 | ||||
2025-08-04 | 13F | Field & Main Bank | 90 | 0,00 | 26 | 13,64 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 716 | 204 | ||||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 766 | −6,86 | 502 | 8,42 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 1 650 | 23,60 | 469 | 43,87 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Tenret Co LLC | 20 260 | −4,23 | 5 762 | 11,32 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 553 | 0,00 | 157 | 16,30 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 20 074 | 5,27 | 6 | 25,00 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 7 568 | 5,13 | 2 152 | 22,20 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 3 831 | 0,00 | 1 089 | 16,22 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 870 | 247 | ||||||
2025-08-12 | 13F | Argent Trust Co | 6 275 | −11,93 | 1 785 | 2,35 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 2 084 | 0,00 | 593 | 16,31 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 10 079 | 2 558 | ||||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 6 360 | −0,11 | 1 809 | 16,12 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Aspiriant, Llc | 2 398 | 0,00 | 682 | 16,21 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 22 659 | 11,71 | 6 444 | 29,89 | ||||
2025-05-13 | 13F | Spreng Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 19 299 | 4,90 | 5 497 | 22,13 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 150 | 0,00 | 43 | 16,67 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 714 | 203 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 1 380 | 392 | ||||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 921 | 262 | ||||||
2025-07-15 | 13F | BCS Wealth Management | 2 447 | 0,00 | 1 | |||||
2025-07-15 | 13F | Ballentine Partners, LLC | 11 904 | −1,24 | 3 385 | 14,82 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 21 364 | −4,74 | 6 112 | 11,39 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 22 547 | 6 412 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 445 | 48,83 | 127 | 72,60 | ||||
2025-07-18 | 13F | Swp Financial Llc | 734 | 209 | ||||||
2025-07-22 | 13F | Olistico Wealth, LLC | 475 | 0,00 | 135 | 16,38 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 1 789 | 0,00 | 506 | 15,79 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 185 | 53 | ||||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 6 335 | −10,12 | 1 802 | 4,47 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 8 389 | 28,08 | 2 424 | 50,37 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 185 | −50,40 | 53 | −42,86 | ||||
2025-08-14 | 13F | Fmr Llc | 252 660 | 0,19 | 71 854 | 16,47 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Moller Financial Services | 3 336 | −2,06 | 949 | 13,81 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 2 164 | 12,77 | 616 | 31,13 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 57 | 0,00 | 16 | 14,29 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 352 | 172,87 | 100 | 222,58 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 3 287 | −32,71 | 928 | −22,15 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 9 388 | 3,48 | 2 670 | 20,28 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 6 968 | −6,94 | 1 705 | −10,32 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 686 | −11,37 | 195 | 3,17 | ||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 363 | 0,00 | 388 | 16,22 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 33 065 | 1,58 | 9 520 | 19,54 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 3 888 | 0,00 | 1 106 | 16,19 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 114 342 | 15,35 | 32 536 | 34,09 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 10 | 0,00 | 3 | 0,00 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | L2 Asset Management, LLC | 845 | 240 | ||||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 24 675 | 17,76 | 7 017 | 36,89 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 767 | 0,00 | 218 | 16,58 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 51 291 | 9,27 | 14 611 | 27,25 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 465 109 | 1,46 | 132 278 | 17,95 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 232 | 21,86 | 350 | 42,28 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 3 924 | −28,45 | 1 | 0,00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 2 723 | −2,33 | 774 | 13,49 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 7 751 | 36,08 | 2 204 | 58,22 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 12 973 | 22,43 | 3 689 | 47,68 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 1 494 | 0,00 | 425 | 14,29 | ||||
2025-08-07 | 13F | Nwam Llc | 13 458 | −12,27 | 3 827 | 2,00 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 6 430 | 0,00 | 1 829 | 16,21 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-11 | 13F | FSA Wealth Management LLC | 2 502 | 0,00 | 411 | 2,49 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 604 | 0,00 | 172 | 17,01 | ||||
2025-05-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Adventist Health System/ West | 131 150 | 0,00 | 37 298 | 16,25 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 31 567 | 8,09 | 8 977 | 25,66 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 393 | 0,00 | 112 | 15,63 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 1 251 | 0,00 | 356 | 16,01 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 2 039 | 0,00 | 580 | 16,27 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 915 | −30,94 | 260 | −19,75 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 2 176 | 0,00 | 620 | 16,35 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 2 354 | 10,41 | 669 | 28,41 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 3 | 0,00 | 0 | |||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 259 | −46,49 | 74 | −38,14 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 8 540 | −1,40 | 2 429 | 14,64 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 226 | 0,00 | 633 | 16,36 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Nvwm, Llc | 15 | 0,00 | 4 | 33,33 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 6 123 | 7,44 | 1 741 | 24,89 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 41 168 | 0,96 | 12 | 22,22 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 365 | −5,01 | 388 | 10,86 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 28 309 | 1,16 | 8 051 | 17,60 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 26 584 | −0,11 | 7 560 | 16,13 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 712 | −16,82 | 202 | −3,35 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 1 019 | −3,14 | 295 | 13,95 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 1 643 | −13,11 | 467 | 1,08 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 53 | 0,00 | 13 | −7,69 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 44 857 | 0,91 | 12 776 | 17,49 | ||||
2025-07-22 | 13F | Accel Wealth Management | 2 475 | −6,60 | 704 | 8,49 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 1 378 | 0,00 | 392 | 16,02 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 10 101 | 30,32 | 2 873 | 46,08 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 9 564 | −0,10 | 2 720 | 16,10 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 7 755 | 0,00 | 2 205 | 16,24 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 393 | 15,22 | 396 | 34,24 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 48 | 14 | ||||||
2025-08-14 | 13F | First Manhattan Co | 3 055 | −0,20 | 870 | 16,31 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 28 703 | 35,39 | 8 163 | 63,31 | ||||
2025-07-14 | 13F | Argentarii, LLC | 934 | 266 | ||||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 101 136 | 6,65 | 28 762 | 23,98 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 592 | 11,93 | ||||||
2025-05-15 | 13F | Beaird Harris Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 13 479 | −1,06 | 3 833 | 15,04 | ||||
2025-07-22 | 13F | Silver Lake Advisory, LLC | 7 449 | −3,32 | 2 118 | 12,42 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 401 601 | −6,14 | 114 212 | 9,10 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 975 | 0,00 | 277 | 16,39 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11 264 | 0,20 | 3 204 | 16,47 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 3 774 | −35,14 | 1 073 | −24,60 | ||||
2025-07-24 | 13F | rebel Financial LLC | 13 577 | 3 867 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 19 229 | −2,57 | 5 469 | 13,26 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 709 | 202 | ||||||
2025-08-07 | 13F | Midwest Trust Co | 36 521 | 10 386 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 69 | −67,45 | 20 | −62,75 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 738 | 210 | ||||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 1 150 | 327 | ||||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 2 601 | 4,79 | 1 | |||||
2025-08-05 | 13F | Transatlantique Private Wealth Llc | 4 252 | 6,57 | 1 209 | 23,87 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 57 917 | −45,89 | 16 471 | −37,10 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5 781 | −7,86 | 1 644 | 7,11 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 10 440 | 1,93 | 2 969 | 18,52 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 723 | 206 | ||||||
2025-05-15 | 13F | Cubist Systematic Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | ProVise Management Group, LLC | 7 915 | 0,13 | 2 251 | 16,40 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 1 852 | 1,15 | 527 | 17,67 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 17 888 | 12,68 | 5 087 | 31,01 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1 681 | 65,45 | 478 | 100,00 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 4 682 | −2,90 | 1 338 | 21,09 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1 509 | −6,79 | 429 | 8,33 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 6 787 | 288,05 | 1 930 | 351,99 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 3 751 | 14,39 | 1 067 | 32,92 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9 192 | −5,74 | 2 614 | 9,60 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 922 | 1,99 | 262 | 19,09 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 11 023 | 15,46 | 3 135 | 34,22 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 4 | 0,00 | 1 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 3 832 | 32,46 | 1 091 | 54,31 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 9 614 | −2,18 | 2 734 | 13,73 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 900 | −19,06 | 256 | −6,25 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 248 | −47,90 | 71 | −40,17 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 19 | 0,00 | 5 | 25,00 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 3 | 0,00 | 1 | |||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 221 110 | 6,31 | 62 881 | 23,58 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 2 132 | 0,28 | 606 | 16,54 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 13 114 | −3,29 | 3 730 | 12,42 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 16 507 | 3,39 | 4 694 | 20,20 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 2 021 | 575 | ||||||
2025-08-18 | 13F | Pacific Center for Financial Services | 55 | 0,00 | 16 | 15,38 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 32 745 | −4,82 | 9 312 | 10,65 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 9 119 | −0,53 | 2 593 | 15,66 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 58 862 | 27,00 | 16 746 | 48,22 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 9 095 | 5,52 | 2 587 | 22,68 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 919 | 0,00 | 261 | 16,52 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 863 | 0,00 | 245 | 16,11 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 1 651 | 0,00 | 470 | 16,38 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 2 714 | −0,26 | 795 | 23,68 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 20 | 0,00 | 6 | 25,00 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 2 259 | 0,00 | 642 | 16,30 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 4 430 | 15,18 | 1 260 | 29,13 | ||||
2025-07-21 | 13F | Syntax Research, Inc. | 837 | 0,00 | 238 | 16,67 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 9 204 | −3,13 | 2 618 | 12,61 | ||||
2025-08-14 | 13F | LM Advisors LLC | 1 150 | 0,00 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 2 980 | −0,10 | 847 | 16,19 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2 996 | 1,15 | 852 | 17,68 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 1 069 | 9,75 | 262 | 5,67 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 40 549 | 0,03 | 11 532 | 16,29 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 3 845 | 11,16 | 1 093 | 29,20 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 2 109 | 0,00 | 601 | 16,50 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 637 002 | −23,40 | 181 133 | −10,97 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 5 028 | 0,68 | 1 430 | 17,04 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 997 | 0,00 | 284 | 16,46 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 1 319 | −14,74 | 375 | −0,79 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 15 845 | −5,90 | 4 502 | 9,27 | ||||
2025-08-14 | 13F | Wallace Hart LLC | 171 | 49 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 716 101 | 11,97 | 203 652 | 30,17 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 10 058 | 8,50 | 2 860 | 26,16 | ||||
2025-04-11 | 13F | Davis Capital Management | 48 | 0,00 | 12 | −8,33 | ||||
2025-07-29 | 13F | Creekside Partners | 1 505 | 0,00 | 428 | 16,03 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 22 125 | 0,45 | 6 292 | 16,78 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 47 151 | −1,46 | 13 409 | 14,55 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 810 | −14,19 | 230 | −0,43 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 4 623 | −1,01 | 1 315 | 15,06 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 411 | −14,73 | 101 | −18,03 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 3 821 | 1,81 | 1 087 | 18,30 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 11 602 | 0,83 | 3 299 | 17,24 | ||||
2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 3 033 | −2,76 | 863 | 13,12 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 1 238 | 0,00 | 352 | 16,56 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 392 190 | −5,37 | 112 | 9,90 | ||||
2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 11 973 | 7,72 | 3 405 | 25,23 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 1 630 | 464 | ||||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 960 | 0,00 | 273 | 16,67 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 164 | 0,00 | 47 | 15,00 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 741 | 211 | ||||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 13 565 | 0,00 | 3 858 | 16,24 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 29 597 | 1,94 | 8 417 | 18,52 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 5 617 | 2,82 | 1 597 | 19,54 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 1 363 | −69,36 | 388 | −64,43 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 821 | 233 | ||||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 1 177 | 0,00 | 335 | 16,72 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 1 295 | 16,77 | 368 | 35,79 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 10 | 3 | ||||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 1 560 | 11,27 | 444 | 29,53 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 878 | −1,24 | 250 | 14,75 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 26 490 | 22,23 | 7 534 | 42,08 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 1 544 | −0,90 | 439 | 15,22 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 12 902 | −2,28 | 3 669 | 13,63 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 1 036 103 | 1,29 | 294 657 | 17,74 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 48 | 0,00 | 14 | 18,18 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 25 129 | 3,88 | 7 157 | 20,96 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 2 500 | 711 | ||||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 31 | 0,00 | 9 | 14,29 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41 039 | −1,47 | 11 669 | 15,02 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 60 | 0,00 | 17 | 21,43 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 900 | 0,00 | 254 | 15,98 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 34 924 | −35,72 | 9 932 | −25,27 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 1 422 | 5,88 | 404 | 23,17 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 1 275 | 0 | ||||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 8 480 | −0,74 | 2 412 | 15,41 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 219 | 0,00 | 62 | 16,98 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 179 | 73,79 | 0 | |||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 1 840 | 0,00 | 523 | 16,22 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 1 757 | −9,01 | 500 | 5,72 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21 529 | −6,94 | 6 131 | 8,34 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 4 022 | −1,11 | 1 144 | 14,99 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 4 102 | 0,07 | 1 | 0,00 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 1 039 | 7,89 | 296 | 25,53 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 1 764 | 502 | ||||||
2025-07-10 | 13F | Perkins Coie Trust Co | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 3 020 | 859 | ||||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 4 777 | −0,17 | 1 359 | 16,07 | ||||
2025-07-25 | 13F | Griffin Asset Management, Inc. | 764 | 217 | ||||||
2025-08-13 | 13F | Financial Freedom, LLC | 1 819 | −5,95 | 517 | 9,30 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 360 | 0,00 | 88 | −3,30 | ||||
2025-04-14 | 13F | Camelot Technology Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Friday Financial | 2 559 | 28,79 | 728 | 47,17 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 1 356 | −30,14 | 386 | −18,78 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB | 12 100 | −58,84 | 3 441 | −52,16 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 10 241 | 0,00 | 2 912 | 16,25 | ||||
2025-04-09 | 13F | Legacy Wealth Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ironwood Financial, llc | 2 805 | 0,00 | 686 | 0,00 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 8 736 | −0,46 | 2 484 | 15,75 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 7 354 | 5,95 | 2 141 | 26,09 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 623 | 1 315 | ||||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 1 948 | −9,18 | 554 | 5,53 | ||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | MCF Advisors LLC | 1 781 | 0,00 | 507 | 16,55 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 37 773 | 201,87 | 10 761 | 249,92 | ||||
2025-05-06 | 13F | Pinnacle Associates Ltd | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 3 682 | 3,54 | 1 047 | 20,34 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 790 | −16,58 | 225 | −3,03 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4 679 | −2,38 | 1 331 | 13,48 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Fulton Bank, N.a. | 724 | 206 | ||||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 2 411 | 32,69 | 686 | 54,28 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 1 235 | 0,00 | 351 | 16,23 | ||||
2025-05-12 | 13F | Richard W. Paul & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 4 730 | −8,99 | 1 345 | 5,82 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 1 489 | −2,23 | 428 | 14,75 | ||||
2025-08-14 | 13F | FC Advisory LLC | 5 021 | 1,62 | 1 428 | 18,21 | ||||
2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 552 | 341 | ||||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 7 312 | −1,18 | 2 079 | 14,86 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 2 098 | 0,00 | 597 | 16,18 | ||||
2025-04-14 | 13F | Lloyd Advisory Services, LLC. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 2 077 | 0,00 | 591 | 16,14 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 856 608 | 3,03 | 812 391 | 19,77 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 4 137 | −1,17 | 1 176 | 14,84 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 980 | −0,51 | 1 985 | 15,62 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 216 | 3,85 | 61 | 22,00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 132 | 6,12 | 5 725 | 23,38 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 5 775 | 2,23 | 2 | 0,00 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 841 | 0,00 | 239 | 16,59 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 12 505 | 26,29 | 3 556 | 46,82 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 158 | 0,00 | 45 | 12,50 | ||||
2025-08-07 | 13F | Argent Advisors, Inc. | 1 120 | 0,00 | 319 | 16,48 | ||||
2025-08-08 | 13F | Avalon Trust Co | 37 | 0,00 | 11 | 11,11 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 5 940 | 20,61 | 1 453 | 16,33 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 82 | 0,00 | 23 | 15,00 | ||||
2025-07-28 | 13F | Triton Wealth Management, PLLC | 1 881 | −1,62 | 546 | 11,20 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 653 635 | −13,01 | 185 887 | 1,12 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 506 | 0,00 | 428 | 16,30 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 15 948 | −12,20 | 4 535 | 2,07 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 2 594 | 103,29 | 738 | 136,22 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 10 408 | 2,42 | 2 960 | 19,12 | ||||
2025-08-08 | 13F | Condor Capital Management | 78 802 | −0,98 | 22 411 | 15,11 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 3 561 | −8,15 | 1 014 | 6,96 | ||||
2025-09-03 | 13F | American Trust | 1 192 | 339 | ||||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 833 | 0,00 | 806 | 16,16 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 9 221 | 4,03 | 2 622 | 20,94 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 3 571 | 0,00 | 1 016 | 16,27 | ||||
2025-07-11 | 13F | Busey Wealth Management | 5 844 | 17,11 | 1 662 | 36,15 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 1 739 | 0,00 | 495 | 16,24 | ||||
2025-08-14 | 13F | Harris Associates L P | 700 | 199 | ||||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 5 398 | 1 535 | ||||||
2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 22 | 214,29 | 6 | 500,00 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 1 190 | 0,00 | 338 | 16,15 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 793 | 226 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 336 851 | 191,15 | 88 466 | 212,34 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 1 145 | 326 | ||||||
2025-05-14 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | GoalVest Advisory LLC | 1 117 | 115,64 | 318 | 151,59 | ||||
2025-08-13 | 13F | Prossimo Advisors, LLC | 2 670 | −52,98 | 1 | −100,00 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 430 | 0,00 | 122 | 16,19 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 2 720 | 0,00 | 1 | |||||
2025-07-14 | 13F | Ridgewood Investments LLC | 2 811 | −4,39 | 799 | 11,13 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 39 009 | −0,76 | 11 094 | 15,37 | ||||
2025-04-23 | 13F | Corundum Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 778 | 221 | ||||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 3 889 | 3,93 | 1 106 | 20,87 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 108 493 | −30,45 | 599 634 | −19,15 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 513 | −30,50 | 715 | −21,71 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 25 648 | −0,23 | 7 294 | 16,00 | ||||
2025-07-15 | 13F | LeConte Wealth Management, LLC | 5 001 | 8,67 | 1 422 | 25,73 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1 375 | −5,69 | 336 | −8,94 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 1 610 | −22,74 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 37 058 | 24,20 | 10 539 | 44,38 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 1 077 | 2,77 | 306 | 19,53 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 25 172 | −47,45 | 7 159 | −38,91 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 9 989 | −2,86 | 2 841 | 12,92 | ||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 2 874 | 0,00 | 817 | 16,22 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 66 | 19 | ||||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 6 853 | 1 949 | ||||||
2025-05-15 | 13F | Alexis Investment Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 093 | −0,29 | 595 | 15,98 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 4 399 | −1,76 | 1 281 | 16,89 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 2 696 | 4,25 | 1 | |||||
2025-07-25 | 13F | Apollon Financial, LLC | 1 947 | 0,00 | 554 | 16,18 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 320 | 12,16 | 944 | 30,39 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 2 200 | 109,32 | 626 | 143,19 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 2 910 | −28,29 | 829 | −10,96 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 1 590 | 0,00 | 452 | 16,49 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 506 | 0,00 | 144 | 16,26 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 875 | 11,61 | 218 | 2,36 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 11 300 | −1,02 | 3 214 | 15,08 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | M&t Bank Corp | 1 001 | 19,59 | 285 | 39,22 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 960 | −0,18 | 1 695 | 16,10 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 27 689 | −1,33 | 7 874 | 14,70 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 11 000 | 213,30 | 3 128 | 251,46 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 94 583 | 3,54 | 26 898 | 20,37 | ||||
2025-07-15 | 13F | Maseco Llp | 33 | 9 | ||||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 2 912 | 0,00 | 828 | 16,29 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 3 302 | 0,00 | 939 | 16,36 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 982 | 50,38 | 280 | 75,47 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 949 | 0,00 | 270 | 15,95 | ||||
2025-08-08 | 13F | Creative Planning | 133 845 | −3,37 | 38 064 | 12,33 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 86 168 | −1,17 | 24 505 | 14,89 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 6 354 | −0,02 | 1 807 | 16,28 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 6 647 | −30,35 | 1 890 | −19,02 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | 58,93 | 25 | 92,31 | ||||
2025-07-24 | 13F | Eastern Bank | 151 | 0,00 | 43 | 16,67 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 12 114 | 0,27 | 3 549 | 19,34 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 408 | 0,00 | 116 | 17,17 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 25 692 | 0,98 | 7 | 16,67 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 34 | 0,00 | 10 | 12,50 | ||||
2025-08-07 | 13F | Commerce Bank | 47 037 | −1,04 | 13 377 | 15,04 | ||||
2025-08-08 | 13F | Croban | 6 235 | 4,54 | 1 773 | 21,60 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 9 229 | −18,74 | 2 629 | −5,40 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 22 441 | 2,06 | 6 382 | 18,63 | ||||
2025-08-14 | 13F | UBS Group AG | 1 136 980 | 1,43 | 323 346 | 17,91 | ||||
2025-07-24 | 13F | Blair William & Co/il | 56 314 | 29,69 | 16 015 | 50,77 | ||||
2025-08-14 | 13F | Glenview Trust Co | 77 444 | 12,07 | 22 024 | 30,28 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 936 | 0,00 | 266 | 16,67 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 23 272 | 28,09 | 6 618 | 48,92 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 6 542 | −1,82 | 1 860 | 14,18 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 9 409 | 2 676 | ||||||
2025-07-22 | 13F | Highland Capital Management, Llc | 43 489 | −0,78 | 12 368 | 15,34 | ||||
2025-06-27 | NP | GIAX - Nicholas Global Equity and Income ETF | 31 158 | 7,35 | 7 755 | −1,21 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 5 758 | 7,97 | 1 638 | 25,54 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 2 389 | 0,00 | 1 | |||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 24 139 | 24,90 | 6 865 | 45,18 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 1 542 | 439 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 9 481 | 175,45 | 2 696 | 220,57 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 1 500 | 0,00 | 427 | 16,39 | ||||
2025-08-04 | 13F | Atria Investments Llc | 13 382 | 14,33 | 3 806 | 32,90 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 9 714 | −7,25 | 2 763 | 7,81 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 2 938 | 91,65 | 835 | 123,26 | ||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 5 395 | −57,84 | 1 537 | −50,93 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 25 214 | −0,72 | 7 171 | 15,42 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 6 675 | 3,10 | 1 898 | 19,90 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16 073 | −5,13 | 4 571 | 10,30 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 5 320 | 148,60 | 1 513 | 189,10 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 1 258 | −13,36 | 358 | 0,56 | ||||
2025-08-04 | 13F | Ledyard National Bank | 1 858 | −12,03 | 528 | 2,33 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 |