Grundläggande statistik
| Institutionella ägare | 672 total, 672 long only, 0 short only, 0 long/short - change of 2,12% MRQ |
| Genomsnittlig portföljallokering | 0.4009 % - change of 5,51% MRQ |
| Institutionella aktier (lång) | 36 925 798 (ex 13D/G) - change of −24,17MM shares −39,57% MRQ |
| Institutionellt värde (lång) | $ 4 184 565 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (US:VSS) har 672 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 36,925,798 aktier. Största aktieägare inkluderar Empower Advisory Group, LLC, Natixis Advisors, L.p., Mason Investment Advisory Services, Inc., Bessemer Group Inc, 1832 Asset Management L.P., Charles Schwab Investment Management Inc, Assetmark, Inc, Morgan Stanley, Wit, Llc, and Jones Financial Companies Lllp .
Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF (ARCA:VSS) 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 9, 2025 is 141,81 / share. Previously, on September 10, 2024, the share price was 119,30 / share. This represents an increase of 18,87% 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.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | BWM Planning, LLC | 5 135 | 0,00 | 690 | 16,36 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 8 761 | 1 177 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 82 | 51,85 | 11 | 83,33 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 4 369 | 0,28 | 587 | 16,50 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 406 | −19,30 | 1 398 | −6,17 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3 700 | 36,38 | 497 | 58,79 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 15 602 | 0,07 | 2 097 | 16,32 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 3 252 | 3,01 | 437 | 20,05 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 2 500 | 0,00 | 336 | 15,92 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 96 180 | 0,19 | 12 926 | 16,47 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 345 | −78,12 | 46 | −74,73 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 1 909 | 0,37 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 131 196 | 15,48 | 17 632 | 34,25 | ||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19 972 | 4,50 | 2 684 | 21,45 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 3 199 | 430 | ||||||
| 2025-08-04 | 13F | One Day In July LLC | 23 341 | −32,78 | 3 137 | −21,85 | ||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 40 181 | 44,95 | 5 400 | 68,51 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 2 150 047 | −5,48 | 289 | 9,92 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 81 | 0,00 | 11 | 11,11 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 11 173 | −21,48 | 1 502 | −8,70 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 107 252 | −36,12 | 14 414 | −25,74 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 3 765 | 6,15 | 506 | 16,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 732 | 8,28 | 98 | 25,64 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20 885 | 0,52 | 2 807 | 16,87 | ||||
| 2025-04-09 | 13F | RFG Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 928 | −6,96 | 528 | 7,99 | ||||
| 2025-05-02 | 13F | United Community Bank | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 24 439 | 3,63 | 3 284 | 20,47 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 831 | 3,86 | 0 | |||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 50 629 | −5,41 | 6 804 | 9,97 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 32 826 | −3,67 | 4 411 | 11,98 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 8 984 | −9,87 | 1 207 | 4,77 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 16 739 | −3,53 | 2 249 | 12,17 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 171 | 0,59 | 23 | 15,79 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 283 628 | −20,07 | 38 117 | −7,07 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 4 307 | −72,44 | 579 | 57 700,00 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 672 | 225 | ||||||
| 2025-04-25 | 13F | Spinnaker Trust | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 50 | 0,00 | 7 | 20,00 | ||||
| 2025-07-31 | 13F | City State Bank | 1 381 | 0,00 | 186 | 16,35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 1 955 | −0,76 | 263 | 15,42 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 30 128 | −16,16 | 4 049 | −2,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 24 207 | −7,04 | 3 252 | 8,04 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 67 852 | 1,16 | 9 119 | 17,61 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 936 | 0,21 | 260 | 16,59 | ||||
| 2025-07-16 | 13F | Newton One Investments LLC | 23 281 | 1,50 | 3 129 | 17,99 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 22 | 3 | ||||||
| 2025-08-13 | 13F | Causeway Capital Management Llc | 61 586 | −1,97 | 8 277 | 13,96 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 3 495 | 0,00 | 470 | 16,09 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 66 613 | 1,71 | 8 952 | 18,24 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 15 | 0,00 | 2 | 100,00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 232 | −52,85 | 31 | −44,64 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 6 565 | −8,41 | 882 | 6,52 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 3 684 | −13,09 | 495 | 1,02 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 71 048 | −1,86 | 10 | 12,50 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 7 529 | 0,00 | 1 012 | 16,21 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 11 923 | 64,46 | 1 602 | 112,19 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 14 999 | 37,34 | 2 016 | 59,67 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 4 809 | 0,38 | 646 | 16,82 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 55 495 | 8,82 | 7 458 | 26,52 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 623 | 8,71 | 218 | 26,74 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2 977 | 0,00 | 400 | 15,65 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 305 | 58,03 | 41 | 81,82 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 1 800 | 0,00 | 242 | 15,87 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 31 435 | 0,08 | 4 224 | 16,33 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 212 | 29 | ||||||
| 2025-07-22 | 13F | Checchi Capital Advisers, LLC | 64 194 | −9,64 | 8 627 | 5,05 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 3 405 | −3,68 | 458 | 12,01 | ||||
| 2025-04-28 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 17 976 | −42,82 | 2 072 | −45,21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 2 779 | 6,56 | 376 | 24,92 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 049 | −9,77 | 410 | 4,87 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 4 653 | −2,02 | 625 | 14,05 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 5 847 | 3,12 | 786 | 19,85 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 19 277 | 0,78 | 2 591 | 17,14 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 9 408 | −1,57 | 1 267 | 16,03 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 203 | 29,40 | 565 | 45,74 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 12 363 | −10,12 | 1 661 | 4,47 | ||||
| 2025-04-07 | 13F | GoalVest Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 290 435 | 2,81 | 39 032 | 19,53 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 23 147 | −12,96 | 3 111 | 1,20 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 2 697 | −18,27 | 362 | −4,99 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 13 800 | −4,98 | 1 855 | 10,49 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 746 | −2,00 | 369 | 14,24 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 844 | 0,11 | 0 | |||||
| 2025-05-07 | 13F | Pin Oak Investment Advisors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Wedmont Private Capital | 184 519 | 4,03 | 24 940 | 24,38 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 3 395 | −43,23 | 456 | −34,01 | ||||
| 2025-05-14 | 13F | First Trust Advisors Lp | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 46 744 | 6 282 | ||||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 35 | 0,00 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 27 500 | −58,27 | 3 696 | −51,50 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 980 | 0,00 | 266 | 16,67 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 3 316 | 0,00 | 446 | 16,19 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | WealthCollab, LLC | 247 | 0,00 | 33 | 17,86 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 289 | 0,00 | 39 | 15,15 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 99 | −6,60 | 13 | 8,33 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 12 601 | 2,25 | 1 693 | 18,89 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 35 372 | −11,70 | 4 754 | 2,61 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 400 | 0,00 | 54 | 15,22 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 469 | 63 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 255 | 65,58 | 125 | 635,29 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 115 | −23,33 | 15 | −11,76 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 3 325 | −7,43 | 447 | 7,47 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 18 704 | −5,29 | 2 514 | 10,12 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 42 646 | −25,45 | 5 731 | −13,32 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 72 | 0,00 | 10 | 12,50 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 94 | 13 | ||||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 524 | 19,09 | 470 | 37,43 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 495 | −32,63 | 738 | −21,66 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 6 022 | 2,31 | 809 | 18,97 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 438 | 0,00 | 59 | 16,00 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 19 204 | 4,15 | 2 581 | 21,07 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 2 069 | 0,63 | 278 | 17,30 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 1 524 685 | 32,95 | 204 902 | 54,56 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 311 509 | −8,51 | 41 864 | 6,36 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 77 138 | −76,80 | 10 367 | −73,03 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 1 146 | −37,65 | 154 | −27,36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 9 407 | −29,53 | 1 264 | −18,08 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 456 | 1 588,89 | 61 | 1 933,33 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 457 | −0,07 | 1 137 | 16,16 | ||||
| 2025-07-22 | NP | DIEFX - Destinations International Equity Fund Class I | 26 389 | 82,13 | 3 370 | 101,86 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 0 | 0 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 622 | 12 389,66 | 487 | 16 100,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3 194 | −20,76 | 429 | −7,74 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 29 | −86,26 | 4 | −87,50 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 13 003 | −3,92 | 1 747 | 11,70 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7 741 | −10,76 | 1 | 0,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 3 381 | 9,95 | 454 | 27,89 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 1 531 | 209 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 25 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 119 | 19,00 | 16 | 36,36 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 2 483 | 0,00 | 334 | 16,03 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 179 522 | 1,24 | 24 | 20,00 | ||||
| 2025-07-29 | 13F | Yoffe Investment Management, LLC | 5 212 | 0,00 | 700 | 16,28 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 33 427 | −10,81 | 4 492 | 3,69 | ||||
| 2025-07-11 | 13F | Eagle Bay Advisors LLC | 4 564 | −20,15 | 613 | −7,12 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 23 502 | 4,75 | 3 158 | 21,79 | ||||
| 2025-08-06 | 13F | Raelipskie Partnership | 1 620 | 0,00 | 218 | 16,04 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 10 456 | −0,11 | 1 | 0,00 | ||||
| 2025-04-28 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 35 571 | −32,72 | 4 100 | −35,53 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 804 | −7,30 | 242 | 7,56 | ||||
| 2025-04-21 | 13F | Old Second National Bank Of Aurora | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Lam Group, Inc. | 35 479 | −0,00 | 4 768 | 16,24 | ||||
| 2025-05-01 | 13F | Fifth Third Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 100 | 9 900,00 | 13 | 18,18 | ||||
| 2025-08-04 | 13F | Balentine LLC | 18 | 0,00 | 2 | 0,00 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 4 856 | 0,00 | 653 | 16,22 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 65 | −79,30 | 9 | −77,78 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 3 182 | 428 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 1 722 | −15,75 | 231 | −2,12 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 199 | 4,19 | 27 | 18,18 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 16 791 | −0,33 | 2 257 | 15,87 | ||||
| 2025-04-16 | 13F | Marshall Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Matrix Trust Co | 9 134 | 1 | ||||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 126 550 | 5 285,11 | 17 | |||||
| 2025-08-28 | NP | POCAX - Aristotle Portfolio Optimization Moderate Fund Class A | 51 189 | −39,55 | 6 879 | −29,72 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 433 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 63 380 | −0,91 | 8 518 | 15,20 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 2 500 | 0,00 | 336 | 15,92 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 324 | 9,83 | 44 | 22,86 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 24 | 50,00 | 3 | 200,00 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 27 612 | −1,70 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 2 644 | 0,00 | 355 | 16,39 | ||||
| 2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 14 129 | −28,18 | 1 899 | −16,53 | ||||
| 2025-07-23 | 13F | Matisse Capital | 2 337 | 0,00 | 314 | 16,30 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 3 603 | −15,99 | 484 | −2,22 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 142 206 | −4,67 | 19 111 | 10,83 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 67 | 9 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 14 081 | −0,71 | 1 892 | 15,44 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 5 541 | −40,55 | 745 | −30,92 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 68 458 | −55,02 | 9 200 | −47,70 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 39 349 | −17,32 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 42 511 | −4,65 | 5 713 | 10,85 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 32 634 | 8,37 | 4 386 | 25,97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 97 | 977,78 | 13 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 3 523 | 66,89 | 473 | 94,65 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 15 198 | −1,05 | 2 042 | 15,04 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 1 444 | 0,07 | 194 | 16,87 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 132 000 | 17 739 | ||||||
| 2025-08-14 | 13F | Obsido Oy | 33 307 | 2,07 | 4 476 | 18,66 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 448 | −1,10 | 60 | 15,38 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 17 | 0,00 | 2 | 100,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 3 806 | 511 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7 828 | −0,77 | 1 052 | 15,37 | ||||
| 2025-08-14 | 13F | DHK Financial Advisors, Inc. | 4 741 | 0,57 | 637 | 17,10 | ||||
| 2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 5 137 | 0,10 | 690 | 16,36 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 7 247 | −8,69 | 974 | 6,10 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 45 053 | 22,68 | 6 055 | 40,32 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2 138 | 0,47 | 287 | 16,67 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 32 362 | −1,85 | 4 349 | 14,12 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1 145 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 202 | −3,35 | 27 | 12,50 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 23 535 | −3,04 | 3 163 | 12,73 | ||||
| 2025-08-28 | NP | CIISX - Causeway International Small Cap Fund Institutional Class | 4 135 | −85,50 | 556 | −83,16 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 11 881 | −25,44 | 1 597 | −13,31 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2 770 | 0,00 | 372 | 16,25 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 5 360 | 34,81 | 684 | 48,37 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 7 401 | 18,93 | 995 | 38,25 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 1 505 | 202 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 2 509 | 0,28 | 337 | 16,61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 986 | −1,64 | 670 | 14,33 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 34 | 0,00 | 5 | 33,33 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 529 987 | 107,89 | 71 222 | 141,66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 5 727 | −4,10 | 769 | 11,45 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 1 829 | −34,49 | 209 | −35,09 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 9 750 | 0,96 | 1 310 | 17,38 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 220 | 30,95 | 30 | 52,63 | ||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 8 402 | 0,71 | 565 | 11,46 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 1 538 | 207 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 1 574 | 212 | ||||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 7 533 | −2,75 | 1 012 | 13,07 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 8 682 | 120,97 | 1 167 | 156,83 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 16 828 | −1,24 | 2 262 | 14,83 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 59 | 1,72 | 8 | 16,67 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 178 | −40,47 | 24 | −32,35 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 11 687 | 1 571 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | North Capital, Inc. | 1 386 | 0,58 | 186 | 16,98 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 140 | 0,00 | 19 | 12,50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 249 | 0,81 | 33 | 17,86 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4 648 | 0,56 | 625 | 16,85 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 515 | 0,00 | 69 | 16,95 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 244 | −16,22 | 839 | −2,56 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 10 665 | −7,77 | 1 433 | 7,26 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 370 | 5,63 | 1 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 87 943 | −4,08 | 11 819 | 11,50 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 18 421 | −3,13 | 2 476 | 12,60 | ||||
| 2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 1 742 | 234 | ||||||
| 2025-08-08 | 13F | Pacific Life Fund Advisors LLC | 221 970 | −26,31 | 29 831 | −14,34 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 7 732 | 0,00 | 894 | 0,90 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 26 | 0,00 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 777 | 0,00 | 239 | 16,10 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 1 093 | 4,89 | 147 | 21,67 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 46 | 0,00 | 6 | 20,00 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 16 184 | −11,50 | 2 175 | 2,84 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 24 468 | −4,91 | 3 288 | 10,52 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 5 284 | 0,00 | 710 | 16,39 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 6 736 | 1,58 | 905 | 18,15 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 32 368 | 1,14 | 4 350 | 17,60 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 8 631 | −22,50 | 1 160 | −9,95 | ||||
| 2025-06-18 | NP | RWSIX - Redwood Systematic Macro Trend ("SMarT") Fund Class I | 164 883 | 374,63 | 19 855 | 396,62 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | McIlrath & Eck, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 42 270 | −7,66 | 5 681 | 7,35 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 2 577 | −13,14 | 346 | 1,17 | ||||
| 2025-07-18 | 13F | BCO Wealth Management LLC | 1 821 | 245 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 23 591 | −14,20 | 3 170 | −0,25 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 6 433 | −23,12 | 865 | −10,65 | ||||
| 2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 8 061 | −5,77 | 1 083 | 9,62 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 12 658 | −0,42 | 1 701 | 15,79 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3 611 | 0,00 | 485 | 16,31 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 2 724 | −5,68 | 366 | 9,91 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 27 580 | −0,48 | 3 706 | 15,70 | ||||
| 2025-08-28 | NP | PODCX - Aristotle Portfolio Optimization Growth Fund Class C | 95 451 | −7,27 | 12 828 | 7,81 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 111 774 | −0,68 | 15 021 | 15,47 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 1 626 | 219 | ||||||
| 2025-08-11 | 13F | Summit Rock Advisors, LP | 2 645 | 355 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 224 | −10,40 | 30 | 7,14 | ||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 25 733 | −0,55 | 3 458 | 15,61 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 10 057 | −21,40 | 1 352 | −8,65 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 4 145 | 111,80 | 557 | 146,46 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5 608 | −41,12 | 754 | −31,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 413 | −22,66 | 190 | −10,43 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 66 585 | −6,12 | 8 948 | 9,15 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 914 154 | −33,43 | 257 | −22,59 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 1 519 | 204 | ||||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 2 030 | −29,59 | 273 | −18,32 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 12 797 | −5,63 | 1 720 | 9,70 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 20 239 | −3,41 | 2 720 | 12,26 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 10 922 | 0,97 | 1 468 | 17,36 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 79 150 | −20,46 | 10 637 | −7,54 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 3 931 | 84,90 | 1 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 210 | 28 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5 827 | −5,42 | 783 | 9,97 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2 663 | −7,31 | 358 | 7,53 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 1 701 | 229 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 144 | 0,00 | 19 | 18,75 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 131 | 0,00 | 18 | 13,33 | ||||
| 2025-08-13 | 13F | Grove Street Fiduciary, LLC | 77 043 | −3,11 | 10 354 | 12,63 | ||||
| 2025-04-28 | 13F | Resonant Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 51 241 | 150,37 | 6 886 | 191,16 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 22 936 | 48,79 | 3 164 | 70,66 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 13 453 | −0,11 | 1 808 | 16,13 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4 745 | 20,71 | 638 | 40,31 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 2 982 | 0,00 | 345 | 0,88 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 39 205 | −8,28 | 5 | 25,00 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 107 052 | 0,67 | 14 387 | 17,03 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 152 | 0,00 | 20 | 17,65 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 2 527 | 0,00 | 340 | 16,10 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Adirondack Trust Co | 27 | 0,00 | 4 | 0,00 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 200 | −96,65 | 27 | −94,44 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 32 953 | −33,32 | 4 429 | −22,49 | ||||
| 2025-08-14 | 13F | Fmr Llc | 39 466 | −85,58 | 5 304 | −83,24 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 2 032 | 273 | ||||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 2 556 | −5,33 | 344 | 9,94 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 27 869 | 0,00 | 3 745 | 16,27 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7 660 | 15,61 | 885 | 16,75 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 25 037 | −18,05 | 3 365 | −4,73 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 2 100 | 0,00 | 282 | 16,53 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 676 | 6,02 | 1 299 | 23,13 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 39 099 | 7,69 | 5 255 | 25,18 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2 474 | 13,59 | 333 | 32,27 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 47 282 | −44,06 | 6 354 | −34,33 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 5 685 | −74,02 | 764 | −69,83 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 5 899 | 793 | ||||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 449 853 | −45,02 | 60 456 | −36,09 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 198 | 36,03 | 427 | 48,26 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 114 | −37,08 | 284 | −26,04 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 24 490 | −3,54 | 3 291 | 12,13 | ||||
| 2025-08-28 | NP | POACX - Aristotle Portfolio Optimization Conservative Fund Class C | 9 574 | −41,09 | 1 287 | −31,52 | ||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 32 | 0,00 | 4 | 33,33 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 63 | 8 | ||||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 7 951 | −1,12 | 1 069 | 14,96 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 7 965 | 3 785,37 | 1 070 | 4 552,17 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 150 | 0,00 | 20 | 17,65 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 25 764 | 3 462 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 115 | 2,07 | 1 225 | 17,69 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 895 | −5,69 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 489 | −82,80 | 335 | −80,02 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 71 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Trust Co of the South | 4 270 | 0,00 | 574 | 16,23 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 98 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5 043 | 1 | ||||||
| 2025-08-14 | 13F | Nepc Llc | 8 114 | 0,00 | 1 090 | 16,33 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 25 839 | −0,93 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 214 963 | −1,70 | 28 889 | 14,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 611 282 | 7,53 | 81 607 | 23,40 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 23 212 | 285,58 | 3 120 | 348,78 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 16 124 | −21,36 | 2 167 | −8,61 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 2 774 | −0,96 | 373 | 15,17 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 648 | 0,21 | 1 969 | 16,52 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 3 748 | 0,00 | 504 | 16,17 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL Multi-Manager International Small Cap Fund (A) | 32 535 | 45,04 | 4 372 | 68,61 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 196 264 | −9,97 | 26 197 | 8,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 344 515 | −13,70 | 46 299 | 0,33 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 226 578 | −8,13 | 30 450 | 6,80 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 72 725 | 19,77 | 9 773 | 39,24 | ||||
| 2025-04-28 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 55 442 | −43,78 | 6 390 | −46,13 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 160 000 | 6,67 | 21 502 | 24,00 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 2 094 | 10,38 | 281 | 28,31 | ||||
| 2025-08-28 | NP | POBAX - Aristotle Portfolio Optimization Moderate Conservative Fund Class A | 14 471 | −54,69 | 1 945 | −47,35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 40 638 | −2,37 | 5 461 | 13,49 | ||||
| 2025-04-28 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 32 320 | −31,38 | 3 725 | −34,25 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 6 838 | 0,00 | 919 | 16,20 | ||||
| 2025-07-23 | 13F | Viewpoint Capital Management LLC | 37 505 | 0,27 | 5 040 | 16,56 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 4 161 | 9,88 | 559 | 27,92 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 896 | 255 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 13 287 | 1,79 | 1 786 | 18,37 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 2 097 | 0,00 | 282 | 16,12 | ||||
| 2025-05-08 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 5 458 | −1,44 | 734 | 14,53 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2 980 | 11,36 | 397 | 27,65 | ||||
| 2025-08-14 | 13F | State Street Corp | 392 033 | −7,98 | 52 685 | 6,98 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 3 752 | 0,56 | 516 | |||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 117 911 | 4,64 | 15 846 | 21,66 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 220 | 0,00 | 30 | 16,00 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 24 641 | 11,21 | 3 312 | 29,29 | ||||
| 2025-08-14 | 13F | Wit, Llc | 658 548 | 36,04 | 88 502 | 58,15 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 9 801 | 0,79 | 1 317 | 17,17 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 1 534 | 207 | ||||||
| 2025-07-31 | 13F | Peterson Wealth Services | 35 | 0,00 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 1 881 | 253 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 4 139 | 0,00 | 556 | 16,32 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 13 660 | −19,79 | 1 836 | −6,76 | ||||
| 2025-05-08 | 13F | Stonebridge Financial Planning Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 552 | 396,50 | 343 | 481,36 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 16 586 | 3,77 | 2 229 | 20,68 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 52 470 | 2,15 | 7 051 | 18,76 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 56 911 | 71,41 | 7 648 | 99,27 | ||||
| 2025-04-28 | NP | JRLKX - Multi-Index 2015 Lifetime Portfolio Class R4 | 2 483 | −32,23 | 286 | −35,00 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 571 | −3,77 | 749 | 11,81 | ||||
| 2025-04-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2 949 | 396 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 78 542 | −3,00 | 10 555 | 12,77 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13 902 | 1,04 | 1 868 | 17,48 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 58 229 | 58,78 | 7 825 | 84,60 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 2 513 | −30,94 | 338 | −19,76 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 185 475 | −29,97 | 24 926 | −18,59 | ||||
| 2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 6 671 | 0,00 | 1 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 39 834 | 11,51 | 5 353 | 29,64 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 310 | 96,20 | 42 | 127,78 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 1 532 | 206 | ||||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 2 063 | −94,23 | 277 | −93,30 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 334 809 | 0,99 | 44 995 | 17,40 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 15 721 | −12,53 | 2 113 | 1,69 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 1 870 | −29,59 | 251 | −18,24 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 166 | 29,55 | 291 | 50,78 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 9 643 | 11,22 | 1 296 | 29,24 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 12 235 | 10,05 | 1 644 | 27,94 | ||||
| 2025-04-28 | NP | JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 | 9 523 | −48,23 | 1 098 | −50,41 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 139 518 | −11,63 | 18 750 | 2,73 | ||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 855 | 0,59 | 115 | 16,33 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 483 | 0,62 | 65 | 16,36 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 48 000 | −44,71 | 6 | −40,00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 2 729 | −3,84 | 366 | 11,59 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 88 | 193,33 | ||||||
| 2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 13 933 | 0,00 | 1 872 | 16,27 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 8 025 | 13,32 | 1 078 | 31,78 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 18 910 | −52,39 | 3 | −50,00 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 416 | 325 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 3 941 | −0,73 | 530 | 15,50 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 11 213 | −8,54 | 1 507 | 6,28 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 46 083 | 0,20 | 6 193 | 16,50 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 31 810 | 46,20 | 4 275 | 69,94 | ||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 10 213 | 17,54 | 1 373 | 36,65 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 12 090 | −10,46 | 1 625 | 4,10 | ||||
| 2025-08-28 | NP | POCEX - Aristotle Portfolio Optimization Aggressive Growth Fund Class C | 51 285 | −21,62 | 6 892 | −8,88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 2 177 | −2,77 | 293 | 13,18 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 238 | 0,00 | 32 | 14,81 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1 484 | −0,47 | 199 | 15,70 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 130 272 | 2,97 | 17 507 | 19,71 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 31 408 | 13,88 | 4 228 | 32,62 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 060 | −30,50 | 277 | −19,30 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 64 995 | −13,96 | 8 735 | 0,02 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 56 782 | 4,93 | 7 834 | 20,30 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1 936 168 | 0,05 | 260 202 | 16,32 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 113 | 0,00 | 15 | 15,38 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 3 011 | −38,81 | 405 | −28,87 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 221 | 0,00 | 30 | 16,00 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 78 240 | 1,32 | 10 515 | 17,80 | ||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 14 633 | −23,13 | 1 967 | −10,64 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 5 608 | −11,29 | 754 | 3,15 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 4 633 | 0,00 | 623 | 16,26 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 84 295 | −6,26 | 11 328 | 8,98 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 154 | 524,35 | 1 902 | 625,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7 063 | 2,78 | 949 | 18,63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 18 652 | −15,42 | 2 507 | −1,69 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 15 762 | 0,04 | 2 118 | 16,31 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 1 989 | −50,68 | 267 | −42,70 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 527 | −5,56 | 71 | 9,38 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 1 393 305 | −8,08 | 187 246 | 6,86 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 1 976 | 7,45 | 266 | 25,00 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3 706 | 498 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 48 250 | −42,67 | 5 561 | −45,07 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 7 556 | 2,23 | 1 015 | 18,85 | ||||
| 2025-07-16 | 13F | Flower City Capital | 40 381 | 0,97 | 5 427 | 17,37 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 5 008 | 5,79 | 673 | 23,03 | ||||
| 2025-08-07 | 13F | Accent Capital Management, LLC | 200 | 0,00 | 27 | 13,04 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 803 | −35,86 | 2 | −50,00 | ||||
| 2025-04-28 | NP | JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 | 30 784 | −43,19 | 3 548 | −45,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 111 | −10,21 | 1 090 | 4,41 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 397 867 | −10,23 | 53 | 3,92 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 30 873 | 0,00 | 4 149 | 16,25 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 4 811 | −37,19 | 647 | −27,01 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 342 288 | −5,48 | 46 000 | 9,88 | ||||
| 2025-05-28 | NP | PACIFIC SELECT FUND - International Small-Cap Portfolio Class I | 30 000 | −78,90 | 3 468 | −78,70 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 847 | 786 | ||||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | 25 Llc | 200 607 | −0,25 | 26 960 | 15,97 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 60 | 20,00 | 8 | 60,00 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 16 525 | −0,61 | 1 910 | −0,57 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 984 | −4,14 | 401 | 11,70 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 369 | 0,27 | 50 | 16,67 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 19 | 0,00 | 3 | 0,00 | ||||
| 2025-05-15 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 209 | 0,00 | 163 | 16,55 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 537 240 | −4,11 | 72 200 | 11,48 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 42 | 6 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 4 851 | −2,69 | 652 | 13,02 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7 985 | −5,46 | 1 073 | 9,94 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 907 | 0,00 | 122 | 16,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 3 814 | −17,80 | 513 | −4,48 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 346 | 0,00 | 46 | 17,95 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 30 578 | −1,51 | 4 109 | 14,52 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 2 678 | 360 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 485 | 39,22 | 334 | 61,65 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4 415 | −39,04 | 593 | −29,15 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 4 360 | −1,40 | 586 | 14,48 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 4 903 027 | 1,01 | 658 918 | 17,43 | ||||
| 2025-08-12 | 13F | McGrath & Associates, Inc. | 1 776 | 0,00 | 239 | 16,10 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 426 | 3 772,73 | 57 | 5 600,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9 593 | −0,61 | 1 289 | 15,61 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 1 704 | −6,48 | 229 | 9,05 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 4 478 | 0,00 | 602 | 16,25 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 3 616 | 0,44 | 486 | 16,59 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Warner Financial, Inc | 5 832 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 20 867 | −4,14 | 2 804 | 11,45 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 3 688 | 496 | ||||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 9 003 | −2,93 | 1 210 | 12,78 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 6 307 | 0,00 | 848 | 16,19 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 28 | 0,00 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 5 187 | 697 | ||||||
| 2025-04-28 | NP | JRLDX - Multi-Index 2010 Lifetime Portfolio Class 1 | 1 849 | −35,37 | 213 | −38,08 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 24 115 | −2,13 | 3 258 | 14,40 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 4 704 | −2,87 | 632 | 13,06 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 10 334 | 0,00 | 1 389 | 16,25 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 3 374 | 453 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 11 534 | −85,89 | 1 550 | −83,60 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 694 | −81,33 | 2 244 | −78,30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 30 000 | 58,73 | 4 032 | 84,57 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 1 174 | −1,59 | 158 | 14,60 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 2 067 | −2,04 | 278 | 26,48 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 11 931 | −7,70 | 1 603 | 7,30 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 419 | 0,07 | 728 | 17,61 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 8 858 | −7,78 | 1 190 | 7,21 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 3 851 | 3,05 | 1 | |||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 2 411 | −13,80 | 324 | 0,00 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 78 | 0,00 | 10 | 25,00 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 113 | 0,00 | 15 | 15,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 187 129 | −0,36 | 25 148 | 15,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 7 293 | −6,62 | 980 | 8,65 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 097 | 64,47 | 551 | 91,64 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 41 102 | −3,66 | 5 524 | 12,01 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 208 922 | 3,77 | 28 077 | 20,64 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 3 463 | −2,06 | 465 | 13,97 | ||||
| 2025-07-15 | 13F | Gpwm Llc | 50 288 | −3,71 | 6 758 | 11,94 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 9 668 | −4,22 | 1 299 | 11,41 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 | −88,64 | 1 | −100,00 | ||||
| 2025-05-14 | 13F/A | Waddell & Associates, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 125 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 801 554 | −1,74 | 107 721 | 14,23 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 5 140 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 731 | 407,62 | 233 | 494,87 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 041 | −1,62 | 409 | 14,29 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 370 | 0,27 | 50 | 16,67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 88 153 | −2,94 | 11 847 | 12,84 | ||||
| 2025-08-14 | 13F | Inspire Trust Co, N.a. | 85 519 | 0,00 | 11 493 | 16,26 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 40 | 0,00 | 5 | 25,00 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 10 251 | −28,66 | 1 378 | −17,10 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1 109 | −8,04 | 149 | 7,19 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 9 359 | 7,95 | 1 258 | 25,45 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 2 616 | 0,04 | 352 | 16,23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 476 026 | −40,13 | 63 971 | −30,40 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 3 628 | −5,10 | 488 | 10,43 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 23 588 | 0,05 | 3 170 | 16,29 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 12 425 | 0,49 | 1 670 | 16,79 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 324 756 | 7,30 | 43 054 | 20,32 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13 052 | −7,47 | 1 754 | 7,61 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 17 463 | −70,63 | 2 347 | −65,87 | ||||
| 2025-05-02 | 13F | Carson Advisory Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-01 | 13F/A | Talon Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 3 521 | 473 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 14 388 | 184,40 | 1 934 | 230,99 | ||||
| 2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 205 378 | −8,82 | 27 601 | 6,00 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 35 640 | −0,04 | 4 790 | 16,21 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 19 | 58,33 | 3 | 100,00 | ||||
| 2025-08-19 | 13F | Cim, Llc | 2 446 | 21,75 | 329 | 41,38 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 344 | 46 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 13 848 | 0,98 | 1 861 | 17,41 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 73 216 | −11,03 | 9 839 | 8,14 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 16 224 | −4,56 | 2 180 | 10,94 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 566 | 210 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 1 952 | 0,46 | 262 | 10,08 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 4 005 | −12,36 | 463 | −11,66 | ||||
| 2025-07-24 | 13F | SLT Holdings LLC | 4 613 | 620 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5 343 | −1,57 | 718 | 14,51 | ||||
| 2025-07-31 | 13F | Hartford Financial Management Inc. | 60 | 8 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 2 787 | 0 | ||||||
| 2025-07-15 | 13F | Pictet North America Advisors SA | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4 734 | −1,68 | 636 | 14,39 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 333 | 0,15 | 179 | 16,99 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 3 512 | −3,54 | 472 | 12,38 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 5 636 | 16,71 | 757 | 35,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 273 610 | −36,72 | 36 770 | −26,43 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 21 215 | −8,19 | 2 851 | 6,70 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 164 883 | 374,63 | 22 | 450,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 5 325 | 716 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 44 | 0,00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 10 222 | −5,77 | 1 377 | 21,86 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1 360 | −12,82 | 183 | 1,11 | ||||
| 2025-05-07 | 13F | Drive Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 22 | 0,00 | 3 | 0,00 | ||||
| 2025-04-28 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 6 157 | −41,15 | 710 | −43,64 | ||||
| 2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 2 441 | 0,00 | 328 | 16,31 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 1 801 | 0,00 | 242 | 16,35 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 162 | 0,00 | 22 | 16,67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10 455 | 68,49 | 1 405 | 95,96 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 296 | 69,14 | 40 | 95,00 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 354 | −86,23 | 48 | −84,18 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 265 | 0,00 | 36 | 16,67 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2 289 | −6,88 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 64 267 | −0,11 | 8 637 | 16,12 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 735 | −1,03 | 233 | 15,35 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 11 001 | 14,24 | 1 478 | 32,79 | ||||
| 2025-05-15 | 13F | StoneX Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 4 892 | −3,09 | 657 | 12,69 | ||||
| 2025-04-28 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 50 203 | −44,63 | 5 786 | −46,95 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 228 | 0,00 | 31 | 15,38 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 2 068 | 280 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 500 | 8,84 | 336 | 26,42 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26 711 | −0,09 | 3 590 | 16,15 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 200 | 0,00 | 27 | 18,18 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 85 878 | 0,19 | 11 541 | 16,48 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 166 378 | 207,34 | 20 361 | 224,98 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 166 802 | −3,62 | 22 416 | 12,05 | ||||
| 2025-07-25 | NP | USIFX - International Fund Shares | 20 211 | 1 749,13 | 2 581 | 1 964,00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 97 | 36,62 | 13 | 62,50 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 117 983 | −2,59 | 15 856 | 13,24 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 478 | −64,72 | 55 | −65,41 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 1 484 | −38,40 | 200 | −28,42 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 3 152 | −4,86 | 424 | 10,73 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4 239 | −14,67 | 570 | −0,87 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 2 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 15 584 | −3,36 | 2 094 | 12,34 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 2 193 | 295 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 171 | −87,44 | 23 | −85,99 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 3 843 | 0,65 | 1 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 11 731 | 3,27 | 1 577 | 20,03 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 799 | 3 359,19 | 1 720 | 3 995,24 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 234 875 | −7,32 | 31 564 | 7,75 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 28 491 | −6,67 | 4 | 0,00 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 1 810 | 0,00 | 243 | 16,27 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 26 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 331 | 5,75 | 45 | 25,71 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 16 | 2 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 70 840 | 3,16 | 9 520 | 19,93 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 12 | −25,00 | 2 | 0,00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 2 926 | −14,02 | 393 | 0,00 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 578 | −10,24 | 212 | 4,43 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 90 324 | −2,46 | 12 133 | 13,38 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 11 634 | −0,21 | 1 563 | 16,04 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 18 657 | 2,03 | 2 507 | 18,65 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 308 268 | −5,77 | 41 428 | 9,68 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 985 | 3,52 | 1 602 | 19,73 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 83 229 | −2,47 | 11 185 | 13,38 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1 357 | 182 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197 055 | −16,26 | 26 482 | −2,65 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 39 065 | 2,24 | 5 250 | 18,86 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 26 172 | −1,67 | 3 517 | 14,34 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 185 | −19,91 | 25 | −7,69 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 16 199 | −25,31 | 2 177 | −13,16 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 81 | 0,00 | 11 | 11,11 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 11 920 | −3,49 | 1 602 | 12,19 | ||||
| 2025-04-28 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 39 739 | −43,36 | 4 580 | −45,73 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 75 695 | 6,98 | 10 173 | 24,37 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 17 003 | −23,59 | 2 267 | −12,54 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5 020 | −1,45 | 675 | 14,63 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 3 249 | 0,06 | 437 | 16,27 | ||||
| 2025-08-11 | 13F | Renaissance Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 6 362 | −1,12 | 855 | 14,48 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 4 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 71 313 | 1,29 | 9 584 | 17,76 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 670 | −13,83 | 224 | 0,00 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 33 | 0,00 | 4 | 33,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 849 | −15,66 | 0 | |||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26 | −87,85 | 3 | −87,50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 749 212 | −6,64 | 100 687 | 8,53 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 493 | 0,00 | 66 | 17,86 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 600 | 0,00 | 81 | 15,94 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 10 661 | −8,20 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 28 812 | 0,00 | 3 872 | 16,28 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 19 657 | 14,50 | 2 642 | 33,11 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 24 579 | −8,19 | 3 303 | 6,76 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 5 080 | −22,88 | 683 | −10,38 | ||||
| 2025-04-15 | 13F | Ironwood Financial, llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 57 | −35,96 | 7 | −40,00 | ||||
| 2025-07-24 | 13F | Eastern Bank | 110 | 0,00 | 15 | 16,67 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 4 731 | 6,79 | 1 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 4 322 | 527,29 | 581 | 634,18 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 60 | 0,00 | 8 | 14,29 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 1 891 | 0,27 | 254 | 18,14 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 511 | 5 577,78 | 69 | 6 700,00 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 23 214 | 0,00 | 3 120 | 16,25 | ||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 4 446 | −1,79 | 1 | |||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 917 | 5,88 | 392 | 23,27 | ||||
| 2025-05-15 | 13F | TCG Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 3 624 | −6,11 | 487 | 9,19 | ||||
| 2025-07-25 | 13F | Franklin, Parlapiano, Turner & Welch, LLC | 2 337 | 0,00 | 314 | 16,30 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 178 | −47,18 | 24 | −39,47 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 3 712 | 1,70 | 499 | 18,29 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 30 409 | 9,83 | 4 087 | 27,69 | ||||
| 2025-03-31 | NP | FISMX - Fidelity International Small Cap Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 400 000 | 46 044 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 2 634 | 361 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 8 602 | −78,99 | 1 098 | −76,80 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 5 323 | −1,63 | 715 | 14,40 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 1 593 | −39,43 | 214 | −29,61 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 294 135 | 1,65 | 34 002 | 2,65 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 5 932 | 25,02 | 797 | 45,44 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 253 342 | −3,12 | 34 | 13,33 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 19 | 0,00 | 3 | 0,00 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 2 409 | −48,51 | 324 | −40,19 | ||||
| 2025-08-08 | 13F | Creative Planning | 610 566 | 7,00 | 82 054 | 24,39 | ||||
| 2025-04-28 | NP | JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 | 28 804 | −46,30 | 3 320 | −48,54 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 3 460 | 0,35 | 478 | 13,54 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 210 | 566 | ||||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 4 716 | 67,00 | 633 | 94,17 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-04-28 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 54 549 | −42,52 | 6 287 | −44,92 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Connors Investor Services Inc | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 15 | 0,00 | 2 | 100,00 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 1 741 | −0,97 | 234 | 15,27 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 3 249 | −6,40 | 437 | 8,73 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 391 | 0,00 | 45 | 2,27 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 2 281 | −25,89 | 307 | −13,80 | ||||
| 2025-04-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 2 326 | −1,48 | 313 | 14,71 | ||||
| 2025-05-07 | 13F | Trilogy Capital Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 581 325 | 4,29 | 78 124 | 21,25 | ||||
| 2025-05-13 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 3 389 | 455 | ||||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 117 026 | 0,62 | 15 727 | 16,97 | ||||
| 2025-08-07 | 13F | Commerce Bank | 47 447 | −2,05 | 6 376 | 13,88 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 24 | 50,00 | 3 | 200,00 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 55 392 | 79,06 | 7 444 | 108,17 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 584 | 213 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 65 664 | 24,95 | 8 825 | 45,27 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 291 | −40,12 | 845 | −30,40 |
Other Listings
| MX:VSS |
