Grundläggande statistik
| Institutionella ägare | 1224 total, 1221 long only, 0 short only, 3 long/short - change of −1,28% MRQ |
| Genomsnittlig portföljallokering | 0.7001 % - change of −3,40% MRQ |
| Institutionella aktier (lång) | 582 926 905 (ex 13D/G) - change of 36,98MM shares 6,77% MRQ |
| Institutionellt värde (lång) | $ 28 124 818 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (US:VTEB) har 1224 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 582,926,905 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, Northwestern Mutual Wealth Management Co, Creative Planning, Charles Schwab Investment Management Inc, Morgan Stanley, Raymond James Financial Inc, Wealthfront Advisers Llc, Fmr Llc, Northern Trust Corp, and Sei Investments Co .
Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF (ARCA:VTEB) 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 10, 2025 is 49,82 / share. Previously, on September 11, 2024, the share price was 50,98 / share. This represents a decline of 2,28% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 16 272 | 798 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 23 419 | −1,64 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 9 702 | −7,41 | 473 | −8,51 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 754 721 | 4,29 | 37 004 | 3,05 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 91 073 | 6,23 | 4 465 | 4,98 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 29 304 | 483,16 | 294 | 18,07 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 14 848 | −64,79 | 728 | −65,23 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 250 | 61 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 4 903 | 1,36 | 240 | 0,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 208 956 | −10,13 | 10 | −9,09 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 6 255 | 0,00 | 307 | −1,29 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 94 696 | 0,82 | 4 643 | −0,39 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 10 570 | 58,59 | 518 | 56,97 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 54 168 | −6,40 | 2 630 | −7,36 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 374 390 | −1,44 | 116 416 | −2,61 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 293 331 | 0,23 | 14 382 | −0,96 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 31 790 | −0,95 | 1 555 | −2,39 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 118 | 0,85 | 6 | 0,00 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 137 996 | 6 766 | ||||||
| 2025-07-23 | 13F | Financial Life Advisors | 77 170 | 4,47 | 3 784 | 3,22 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 42 457 | 126,26 | 2 082 | 123,52 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 891 404 | −6,22 | 43 706 | −7,33 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 59 289 | −1,96 | 2 907 | −3,13 | ||||
| 2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 97 684 | 11,90 | 4 789 | 10,57 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 15 860 | 0,65 | 1 | |||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 5 840 | 0,00 | 286 | −1,38 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Bowman & Co S.C. | 118 489 | 27,89 | 5 810 | 26,37 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 55 820 | −13,14 | 2 737 | −14,18 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 142 151 | 5,78 | 6 970 | 4,51 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 3 347 | 0,57 | 164 | −0,61 | ||||
| 2025-07-21 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Certified Advisory Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 4 449 | 0,00 | 218 | −0,91 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 77 838 | −28,26 | 3 816 | −29,12 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 9 033 | 32,88 | 443 | 31,16 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 14 426 | 1,38 | 707 | 0,14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 5 046 259 | 8,98 | 247 418 | 7,68 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 22 998 | 8,55 | 1 128 | 7,23 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 132 002 | 2 373,80 | 6 472 | 2 333,08 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 17 296 | 2,20 | 848 | 1,07 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 11 558 | 53,57 | 567 | 51,74 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 62 427 | 2,60 | 3 061 | 1,36 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 12 442 | 0,06 | 610 | −1,13 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 125 867 | −43,35 | 6 | −45,45 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1 894 | 0,00 | 93 | −1,08 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 107 213 | 7,25 | 5 257 | 5,97 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 14 217 | −2,01 | 692 | −3,89 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11 390 | −44,44 | 558 | −45,67 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 104 239 | −12,71 | 5 111 | −13,76 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 257 023 | −0,40 | 12 602 | −1,59 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 336 379 | 1 712,39 | 16 493 | 1 692,61 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 12 589 | −15,02 | 1 | |||||
| 2025-07-31 | 13F | GenTrust, LLC | 1 075 627 | 17,39 | 52 738 | 16,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 38 348 | −5,63 | 1 880 | −6,75 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 24 216 | 178,60 | 1 187 | 175,41 | ||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 905 | −61,97 | 44 | −62,71 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 2 000 | 0,00 | 98 | −1,01 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 98 788 | 68,29 | 4 844 | 66,31 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 50 859 | −41,36 | 2 470 | −42,62 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 12 426 | −13,03 | 609 | −13,98 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 4 612 | 0,00 | 226 | −0,88 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 121 | −39,50 | 6 | −44,44 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 4 965 | −27,31 | 243 | −28,11 | ||||
| 2025-07-21 | 13F | Financial Council Asset Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 88 578 | 4 343 | ||||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 5 632 | 0,00 | 276 | −1,08 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 95 996 | −26,72 | 4 701 | −27,57 | ||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 26 079 | 204,45 | 1 279 | 200,71 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 275 544 | −20,51 | 13 510 | −21,46 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 7 632 | −8,40 | 374 | −9,44 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 10 943 | 537 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 745 522 | 36 553 | ||||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Red Tortoise LLC | 38 286 | 152,58 | 1 877 | 149,60 | ||||
| 2025-08-22 | NP | FENCX - Fidelity SAI Enhanced Municipal Income Fund | 42 800 | 131,35 | 2 098 | 128,79 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 108 | 0,00 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 178 896 | 39,64 | 8 771 | 37,97 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 19 814 | 45,54 | 971 | 43,85 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 24 337 | −13,38 | 1 193 | −14,42 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 14 851 | −3,08 | 728 | −4,21 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 350 253 | 2,48 | 17 173 | 1,26 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 159 932 | 7 841 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 6 432 | −0,06 | 315 | −1,25 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 33 737 | −8,53 | 1 654 | −9,62 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 89 877 | −3,01 | 4 407 | −4,15 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 149 146 | −4,18 | 7 313 | −5,32 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 004 | 0,03 | 441 | −1,12 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 121 438 | 42,87 | 5 954 | 41,19 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45 537 | 13,18 | 2 233 | 11,82 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 532 470 | −9,41 | 26 107 | −10,49 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 7 237 | 0,84 | 355 | −0,56 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 177 137 | 21,10 | 8 685 | 19,68 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 386 | 0,00 | 215 | −0,92 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 1 984 644 | −1,42 | 97 307 | −2,60 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 7 868 | −19,12 | 386 | −20,12 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 18 162 | −30,58 | 890 | −31,43 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 434 319 | 1 194,16 | 21 295 | 1 178,92 | ||||
| 2025-05-02 | 13F | SageOak Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 96 278 | −0,63 | 4 721 | −1,81 | ||||
| 2025-08-14 | 13F | Strive Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 22 431 | 46,44 | 1 100 | 44,61 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 6 675 | 0,00 | 327 | −1,21 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 576 | 510,24 | 175 | 503,45 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 8 227 | 0,30 | 403 | −0,74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 79 728 | 1,60 | 3 909 | 0,41 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 63 214 | −15,71 | 3 099 | −16,72 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 64 | 0,00 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 72 943 | −12,82 | 3 576 | −13,85 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 153 772 | 0,80 | 7 539 | −0,40 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 1 259 230 | −14,52 | 61 740 | −15,53 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 184 879 | 80,41 | 9 065 | 78,28 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 19 291 | −1,05 | 946 | −2,28 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 45 463 | −51,56 | 2 229 | −52,14 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 21 611 | 0,00 | 1 060 | −1,21 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 546 685 | 1,98 | 26 777 | 0,67 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 8 089 | −5,41 | 397 | −6,60 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 417 | 189,78 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 171 657 | 12,39 | 8 416 | 11,06 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 10 856 | −26,18 | 532 | −27,02 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 6 971 | −0,27 | 342 | −1,45 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 17 446 | 0,00 | 855 | −1,16 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 10 253 | 503 | ||||||
| 2025-07-18 | 13F | Ewa, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 24 020 | 1 178 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 54 775 | 94,50 | 2 686 | 92,20 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 134 | 13 300,00 | 7 | −57,14 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 5 650 | 0,02 | 277 | −1,07 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 76 092 | −22,25 | 3 731 | −23,19 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 179 431 | 99,22 | 8 798 | 96,84 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 53 405 | 5,01 | 2 618 | 3,77 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 538 | 13,39 | 272 | 11,98 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 12 197 | 598 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17 119 | 45,99 | 839 | 44,41 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 24 753 | 62,51 | 1 214 | 60,66 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 164 729 | 63,88 | 8 077 | 61,94 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 183 708 | −8,67 | 9 007 | −9,75 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 153 103 | −4,00 | 7 507 | −5,14 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6 670 | 237,89 | 0 | |||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 838 | 16,23 | 41 | 17,14 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 7 317 | 0,00 | 359 | −1,38 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 5 155 | 0,00 | 253 | −1,18 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 195 701 | 10,90 | 9 595 | 9,58 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 59 314 | 108,26 | 2 908 | 105,80 | ||||
| 2025-07-21 | 13F | Gray Private Wealth, LLC | 4 350 | 213 | ||||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 34 648 | −2,93 | 1 699 | −4,12 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 296 755 | 14,67 | 14 550 | 13,31 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 4 310 | 211 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 9 013 | 0,00 | 442 | −1,34 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 19 311 | 0,00 | 947 | −1,25 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9 289 | −17,64 | 455 | −18,60 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 356 447 | 15,33 | 17 477 | 13,96 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 2 015 | 0,80 | 99 | −1,01 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 75 384 | −2,62 | 3 696 | −3,78 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 16 730 | −0,68 | 820 | −1,80 | ||||
| 2025-07-30 | 13F | Argonautica Private Wealth Management, Inc | 10 721 | −15,46 | 526 | −16,53 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 970 692 | −0,65 | 47 593 | −1,83 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 78 606 | −8,23 | 3 854 | −9,32 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 15 525 | 0,00 | 761 | −1,17 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 32 142 | 7,39 | 1 576 | 6,06 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 246 195 | −10,41 | 12 071 | −11,48 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 40 546 | 4,84 | 1 988 | 3,54 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 3 158 757 | −16,22 | 154 874 | −17,21 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 1 066 333 | −2,93 | 52 282 | −4,08 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 40 249 | 3,62 | 1 973 | 2,39 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 101 | 5 | ||||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 19 198 | −14,53 | 941 | −15,53 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 760 | 62,96 | 86 | 62,26 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 136 705 | −8,35 | 6 703 | −9,44 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 386 | 19 | ||||||
| 2025-07-15 | 13F | Boyd Wealth Management, LLC | 37 192 | −6,56 | 1 824 | −7,65 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 269 611 | −0,85 | 62 249 | −2,03 | ||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 93 234 | −2,17 | 4 571 | −3,32 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 31 835 | −38,38 | 1 561 | −39,13 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 844 108 | −16,39 | 41 | −18,00 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20 735 | 6,69 | 1 017 | 5,39 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 31 782 | −13,59 | 1 558 | −14,63 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 80 157 | 3 930 | ||||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 81 198 | −14,27 | 3 981 | −15,28 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 14 276 | 700 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 43 916 | 1,14 | 2 153 | −0,05 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 17 828 | 113,79 | 874 | 111,62 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 102 130 | −39,58 | 5 007 | −40,30 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10 205 | −33,37 | 500 | −34,12 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 39 250 | 6,42 | 1 924 | 5,14 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 227 290 | 13,14 | 11 144 | 11,80 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 53 181 | −4,53 | 2 607 | −5,65 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 39 231 | −19,53 | 1 923 | −20,47 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 57 395 | 1,72 | 2 814 | 0,54 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 45 526 | 39,27 | 2 222 | 39,69 | ||||
| 2025-05-07 | 13F | Werba Rubin Papier Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 85 046 | −9,74 | 4 170 | −10,82 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sfm, Llc | 5 406 | 0,00 | 265 | −1,12 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 14 270 | 0,00 | 700 | −1,27 | ||||
| 2025-08-12 | 13F | Ade, Llc | 15 739 | 0,00 | 772 | −1,15 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 14 314 | 1,39 | 702 | 0,14 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 10 034 | −30,07 | 0 | |||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 6 996 | 342 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 21 020 | 23,50 | 1 031 | 22,04 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 7 404 770 | 87,65 | 363 056 | 85,42 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 23 096 | −0,88 | 1 132 | −2,08 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 36 909 | 1 810 | ||||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 191 871 | 80,53 | 9 407 | 78,40 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 4 182 | −8,43 | 205 | −9,29 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 24 118 | −0,22 | 1 183 | −1,42 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 140 313 | 3,33 | 7 | 0,00 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 9 650 | 0,00 | 473 | −1,05 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 75 750 | −2,54 | 3 714 | −3,68 | ||||
| 2025-07-16 | 13F | Paragon Capital Management Ltd | 102 091 | −8,68 | 5 006 | −9,77 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 13 472 | −91,57 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24 384 | −18,52 | 1 196 | −19,47 | ||||
| 2025-05-07 | 13F | Advantage Trust Co | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 5 614 | −62,29 | 275 | −62,74 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 7 | 0 | ||||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 17 183 | 96,78 | 842 | 94,46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 9 871 | 2,60 | 484 | 1,26 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 644 | 0,00 | 81 | −1,23 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 550 027 | −23,67 | 27 292 | −24,45 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 18 022 | −4,56 | 884 | −5,76 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 95 324 | 197,65 | 4 674 | 194,08 | ||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 92 439 | 11,75 | 4 532 | 10,43 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20 374 | 999 | ||||||
| 2025-08-14 | 13F | Cooperman Leon G | 12 876 | 0,00 | 631 | −1,10 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 4 947 | −32,79 | 243 | −34,24 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14 032 | 0,31 | 688 | −0,86 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 34 770 | −1,37 | 1 689 | −3,43 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 9 334 | 0,00 | 458 | −1,30 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 29 280 | 7,23 | 1 435 | 5,98 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 6 007 | 0 | ||||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 30 557 | 6,52 | 1 498 | 5,27 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 16 241 | 3,56 | 796 | 3,51 | ||||
| 2025-08-01 | 13F | a16z Perennial Management, L.P. | 435 683 | 0,00 | 21 362 | −1,19 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6 474 | −6,90 | 317 | −8,12 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 138 | 0,00 | 56 | −1,79 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 4 544 | −3,20 | 223 | −4,31 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 53 568 | 0,00 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 83 117 | 1 825,34 | 4 056 | 1 760,55 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 45 802 | 522,23 | 2 246 | 515,07 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 18 190 | 0,84 | 892 | −0,45 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 48 435 | 29,41 | 2 375 | 27,84 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 45 137 | −43,90 | 2 213 | −44,56 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | BWM Planning, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 99 523 | −2,27 | 4 880 | −3,44 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 69 329 | 136,09 | 3 399 | 133,29 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 45 448 | −15,52 | 2 228 | −16,52 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 393 | 0,00 | 19 | 0,00 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 55 037 | 48,88 | 2 698 | 47,11 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 216 439 | −8,94 | 157 680 | −10,03 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 8 085 | −14,40 | 396 | −15,38 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 6 234 | −6,75 | 306 | −7,85 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4 729 | −47,33 | 232 | −48,09 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 3 380 | 2,49 | 166 | 1,23 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6 218 | −8,46 | 305 | −9,79 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 93 732 | 32,28 | 4 596 | 30,69 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | First Pacific Financial | 28 939 | −38,19 | 1 419 | −38,96 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 8 949 | −0,15 | 439 | −1,35 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 53 701 | −4,66 | 2 633 | −5,80 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 174 193 | 0,19 | 8 541 | −1,01 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 19 491 | −92,06 | 956 | −92,16 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 4 453 | −3,68 | 0 | |||||
| 2025-04-23 | 13F | Keudell/Morrison Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 14 813 | 0,84 | 726 | −0,27 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 76 718 | 1,27 | 3 761 | 0,05 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 51 727 | −0,39 | 2 567 | −1,42 | ||||
| 2025-08-07 | 13F | Timonier Family Office, LTD. | 70 014 | −1,23 | 3 433 | −2,42 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 72 660 | 18,10 | 3 563 | 16,71 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 418 936 | 11,57 | 20 494 | 10,00 | ||||
| 2025-07-22 | 13F | MGO Private Wealth, LLC | 75 737 | 4,43 | 3 713 | 3,20 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 10 431 | 1,12 | 511 | 0,00 | ||||
| 2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Sequent Planning LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 21 191 | −14,29 | 1 037 | −14,37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20 414 | 1 001 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 11 200 | 0,00 | 549 | −1,08 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17 753 | 29,95 | 870 | 28,51 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 327 350 | 5,28 | 16 050 | 4,03 | ||||
| 2025-08-01 | 13F | Conscious Wealth Investments, Llc | 11 099 | −2,15 | 540 | −2,53 | ||||
| 2025-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 640 | 0,00 | 31 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 26 851 781 | 2,69 | 1 316 543 | 1,47 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27 808 | 1 363 | ||||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24 403 | −26,36 | 1 196 | −27,25 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 527 685 | 4 724,33 | 25 872 | 4 673,43 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 8 927 | −8,35 | 438 | −9,52 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 49 744 | −11,36 | 2 439 | −12,43 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 18 789 | 0,18 | 921 | −0,97 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11 581 | −1,62 | 568 | −2,91 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 33 096 | −20,88 | 1 623 | −21,83 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 829 | 41 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 329 967 | 0,04 | 16 178 | −1,15 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 54 224 | −87,91 | 2 691 | −88,03 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 533 | −6,25 | 467 | −7,34 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 111 | 0 | ||||||
| 2025-07-09 | 13F | First Financial Corp /in/ | 775 | 0,00 | 38 | −2,63 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 73 842 | 0,26 | 3 613 | −1,12 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 666 | 0,00 | 33 | −3,03 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 076 352 | −9,56 | 101 077 | −9,82 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 18 113 | 0,00 | 888 | −1,11 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 629 | 0,00 | 31 | −3,23 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 8 011 | 0,00 | 393 | −1,26 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 201 979 | −29,60 | 9 903 | −30,43 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Strategic Equity Management | 0 | −100,00 | 0 | |||||
| 2025-05-06 | 13F | Goodwin Investment Advisory | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6 511 | −11,29 | 323 | −11,99 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 20 352 | 18,66 | 998 | 17,16 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 19 411 | −4,60 | 952 | −5,75 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 11 052 | 79,01 | 542 | 76,80 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 32 849 | −89,56 | 1 611 | −89,69 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 305 192 | 0,47 | 14 939 | 2,19 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 45 396 | −1,80 | 2 226 | −2,97 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 105 796 | 3,28 | 5 177 | 1,85 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8 626 | −55,76 | 423 | −56,36 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 410 501 | 7,61 | 314 307 | 6,33 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 6 461 | −84,68 | 317 | −84,90 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 381 736 | 24,16 | 214 656 | 22,69 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7 229 | −22,96 | 354 | −23,87 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 208 | −27,53 | 10 | −23,08 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 187 | 9 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 5 395 | 14,18 | 265 | 10,46 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 113 157 | 7,47 | 5 548 | 6,20 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 365 872 | 8,30 | 17 928 | 9,37 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 333 868 | 4,86 | 16 370 | 3,61 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 16 099 | −1,78 | 789 | −2,95 | ||||
| 2025-04-25 | NP | PMIO - PGIM Municipal Income Opportunities ETF | 18 000 | 0,00 | 912 | −0,76 | ||||
| 2025-05-08 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 15 530 | 0,00 | 761 | −1,17 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 212 271 | −3,59 | 10 408 | −4,74 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 42 096 | 7,78 | 2 064 | 6,45 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 40 573 | −27,15 | 1 989 | −28,01 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 66 896 | −0,50 | 3 280 | −1,71 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 535 770 | −2,47 | 26 269 | −3,63 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 6 760 | −96,72 | 331 | −96,76 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 2 830 | 0,00 | 139 | −1,43 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 4 731 | −37,99 | 232 | −38,89 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 45 077 | 385,06 | 2 210 | 379,39 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 8 559 | 0,26 | 420 | −0,95 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 148 052 | −14,77 | 7 259 | −15,79 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 210 218 | 14,03 | 10 307 | 12,67 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 160 025 | 32,07 | 7 846 | 30,51 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 124 602 | 23,70 | 55 139 | 22,23 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 37 673 | 2,34 | 1 847 | 1,15 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 13 369 | 3,64 | 655 | 2,34 | ||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 6 440 | 316 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 38 850 | 1 905 | ||||||
| 2025-03-12 | 13F | Centaurus Financial, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 744 073 | 67,90 | 36 482 | 65,90 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 24 510 | 1 202 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 31 753 | 25,41 | 1 557 | 23,89 | ||||
| 2025-04-22 | 13F | Merkkuri Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 182 517 | −30,50 | 8 934 | −30,00 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 6 232 | −31,01 | 306 | −31,92 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 21 646 | 0,00 | 1 061 | −1,21 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 13 252 | 0,29 | 1 | |||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 5 175 | 254 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 387 695 | 9,14 | 19 009 | 7,83 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 20 760 | 68,92 | 1 018 | 69,22 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 267 917 | 13 136 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 12 431 | 836,77 | 609 | 836,92 | ||||
| 2025-04-02 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 37 903 | −4,75 | 1 858 | −5,88 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 79 631 | −51,21 | 3 904 | −51,80 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 514 995 | 7,77 | 25 250 | 6,50 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 39 858 | −6,97 | 1 954 | −8,05 | ||||
| 2025-05-13 | 13F | Lowe Brockenbrough & Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 13 313 | −14,04 | 653 | −15,10 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 546 981 | 0,01 | 26 819 | −1,18 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 5 773 | 283 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 11 763 538 | 1,02 | 576 766 | −0,18 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 4 460 | −45,72 | 219 | −46,44 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 138 643 | 85,69 | 6 798 | 83,50 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 136 055 | 22,67 | 6 671 | 21,21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 487 257 | 19,29 | 23 890 | 17,87 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 563 | −5,83 | 2 773 | −6,95 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 146 601 | 5,55 | 7 188 | 4,30 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 272 200 | −93,63 | 13 346 | −93,71 | ||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 555 620 | 75,44 | 27 337 | 72,18 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 20 282 | −1,19 | 994 | −2,36 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 10 840 | 0,00 | 530 | −1,30 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 126 219 | −58,63 | 6 189 | −59,13 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 7 759 | 380 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 7 367 | 0,00 | 361 | −1,10 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 287 596 | 1,58 | 14 101 | 0,37 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 14 318 | −19,39 | 694 | −19,58 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19 954 | 9,98 | 978 | 8,67 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 13 669 | −23,90 | 670 | −24,80 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 19 319 | −64,00 | 947 | −64,43 | ||||
| 2025-04-11 | 13F | LPF Advisors LLC | 14 531 | 0,00 | 721 | −0,96 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 126 205 | 146,56 | 6 188 | 143,68 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 39 600 | 0,00 | 1 942 | −1,17 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Schonfeld Strategic Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 55 360 | −70,95 | 2 714 | −71,30 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 691 | 279 | ||||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 313 | 104,65 | 408 | 102,49 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 8 347 | 409 | ||||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 6 202 | 22,11 | 304 | 20,63 | ||||
| 2025-08-15 | 13F | Alaethes Wealth LLC | 136 279 | 3,09 | 6 682 | 1,86 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10 776 | 5,00 | 528 | 3,73 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10 041 | −15,81 | 492 | −16,75 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3 300 | 0,00 | 162 | −1,23 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 864 210 | 7,90 | 91 402 | 6,62 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 39 301 | 5,07 | 1 927 | 3,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 242 355 | 10,81 | 11 883 | 9,49 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 62 932 | −30,32 | 3 086 | −31,15 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 951 | −87,65 | 47 | −87,96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7 856 | −75,97 | 385 | −76,26 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 135 378 | −11,06 | 6 638 | −12,12 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 247 790 | 1,85 | 12 149 | 0,64 | ||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 1 035 | 51 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 28 993 | 0,27 | 1 422 | 1,36 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 4 287 | −31,78 | 210 | −32,48 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 393 005 | −1,12 | 19 269 | −2,29 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 21 750 | −3,07 | 1 066 | −4,31 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 40 154 | 0,00 | 1 969 | −1,20 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 217 373 | 1,38 | 10 658 | 0,17 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 71 191 | 74,52 | 3 490 | 72,43 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10 472 | 1,15 | 513 | 0,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 11 227 | 6,40 | 550 | 5,16 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 18 678 | −26,95 | 916 | −27,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 41 724 | −23,05 | 2 046 | −23,98 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 4 914 | 241 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 15 186 | −19,55 | 745 | −20,51 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 26 790 | 1 314 | ||||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 134 418 | 40,26 | 6 591 | 38,59 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 288 | −21,58 | 750 | −22,54 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 294 | −35,57 | 260 | −36,36 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 217 315 | 105,33 | 10 655 | 100,83 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 268 424 | 121,94 | 13 161 | 119,30 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 11 197 | 34,95 | 549 | 33,33 | ||||
| 2025-07-21 | 13F | 25 Llc | 198 506 | 2,21 | 9 733 | 0,99 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14 022 | −1,71 | 687 | −2,83 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11 026 | −62,80 | 541 | −63,27 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 553 372 | 16,56 | 27 132 | 15,18 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 16 217 | 0,00 | 795 | −1,12 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 722 114 | 7,18 | 84 297 | 5,73 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 164 668 | 64,49 | 8 074 | 62,53 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 20 183 | 26,06 | 990 | 24,56 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 195 385 | 29,51 | 9 580 | 27,50 | ||||
| 2025-08-14 | 13F | State Of Wisconsin Investment Board | 309 000 | 0,00 | 15 150 | −1,19 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 11 608 | −11,19 | 569 | −14,82 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 22 447 | −42,51 | 1 101 | −43,21 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 7 475 | −23,06 | 366 | −24,07 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 14 619 | 3,83 | 717 | 2,58 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 275 298 | 737,51 | 13 498 | 727,53 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 21 255 | 7,28 | 1 042 | 6,00 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 16 662 | 3,88 | 817 | 2,64 | ||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 6 535 | 54,02 | 320 | 52,38 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 180 917 | −3,74 | 8 870 | −4,88 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8 330 | −43,70 | 408 | −44,41 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 101 282 | −29,52 | 4 966 | −30,36 | ||||
| 2025-04-01 | 13F | Emprise Bank | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Addison Advisors LLC | 3 768 | 23,22 | 185 | 21,85 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 145 148 | 5,81 | 7 117 | 4,55 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 86 396 | −24,19 | 4 236 | −25,17 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 108 550 | 6,13 | 5 | 0,00 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 22 513 | −2,15 | 1 104 | −3,33 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 28 833 | 47,33 | 1 414 | 45,52 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 43 639 | 139,95 | 2 140 | 137,14 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 11 080 | 2,77 | 543 | 0,56 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 502 680 | −8,52 | 24 646 | −9,61 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 122 830 | −6,44 | 6 022 | −7,55 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 050 800 | 282,25 | 51 521 | 277,71 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 32 947 | −7,26 | 1 615 | −8,34 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 504 | 0,80 | 0 | |||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 17 490 | 10,63 | 856 | 9,18 | ||||
| 2025-08-12 | 13F | Minot DeBlois Advisors LLC | 250 | 0,00 | 12 | 0,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 293 134 | −21,67 | 112 432 | −22,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 31 039 | −13,05 | 1 522 | −14,98 | ||||
| 2025-08-12 | 13F | Erickson Financial Group, LLC | 7 261 | 0,00 | 356 | −1,11 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 80 889 | 19,86 | 3 966 | 18,43 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10 728 | 46,46 | 1 | |||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 102 599 | 20,96 | 5 030 | 19,53 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 94 276 | −27,19 | 4 622 | −28,05 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 58 604 | −0,08 | 2 873 | −1,27 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 4 400 | 221 | ||||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 135 312 | 9,99 | 6 634 | 8,68 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 128 868 | 19,32 | 6 318 | 17,90 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 389 555 | 15,65 | 19 100 | 14,27 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 7 411 | 0,00 | 0 | −100,00 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8 890 | 36,90 | 441 | 36,11 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 5 190 | −28,31 | 254 | −29,25 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 11 819 | −13,53 | 579 | −14,60 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 37 080 | −2,70 | 1 818 | −3,81 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4 792 | −6,28 | 235 | −7,51 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 313 826 | 484,19 | 15 387 | 477,34 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 000 | −15,90 | 49 | −15,52 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 14 282 | −8,86 | 700 | −9,91 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 971 | −14,97 | 48 | −16,07 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 552 | 0,00 | 27 | 0,00 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 9 000 | 441 | ||||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 478 904 | 3,68 | 23 481 | 2,45 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 470 | 0,00 | 23 | 0,00 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 75 685 | −30,15 | 3 711 | −30,99 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 29 393 | 1 438 | ||||||
| 2025-07-15 | 13F | Norden Group Llc | 21 017 | 2,26 | 1 030 | 1,08 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 346 | 58,73 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 905 403 | 14,82 | 44 392 | 13,45 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 54 483 | −11,49 | 2 703 | −12,38 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 674 | 0,00 | 229 | −0,87 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 14 016 | 186,98 | 687 | 183,88 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 18 861 | −12,67 | 925 | −13,73 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 25 709 | −7,98 | 1 261 | −9,09 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 16 583 | −14,93 | 813 | −15,93 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 100 592 | 11,21 | 4 932 | 9,89 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 216 125 | −25,94 | 10 597 | −22,29 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 646 226 | −1,83 | 31 684 | −1,75 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 624 180 | −7,04 | 30 604 | −8,15 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 560 | 0,00 | 27 | 0,00 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 5 785 | 0,00 | 284 | −1,39 | ||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 39 140 | 3,99 | 1 919 | 2,79 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 20 929 | −0,11 | 1 026 | −1,25 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 24 062 | −80,89 | 1 180 | −81,13 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 114 272 | −23,50 | 5 603 | −24,41 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 4 650 | 0,00 | 228 | −1,30 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 179 461 | 65,31 | 8 799 | 63,35 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 7 712 | 50,62 | 378 | 48,82 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 79 | 1,28 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | American National Bank | 27 232 | 5,01 | 1 335 | 3,81 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 4 467 | −49,21 | 219 | −49,77 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 55 674 | −12,08 | 2 730 | −13,14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 5 429 | 266 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 2 284 | −12,86 | 112 | −14,62 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 5 771 | −22,58 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9 710 516 | −5,55 | 476 107 | −6,67 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 29 108 | 1 427 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 95 148 | 30,49 | 4 657 | 28,69 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 19 695 | 6,30 | 966 | 5,01 | ||||
| 2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 20 173 | 0,00 | 1 031 | 0,00 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 661 | 0,00 | 179 | −1,10 | ||||
| 2025-08-14 | 13F | Sargent Investment Group, LLC | 93 178 | 127,00 | 4 553 | 123,58 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 3 647 | −14,67 | 179 | −16,04 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 2 039 201 | −12,93 | 99 982 | −13,97 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 567 346 | −6,70 | 76 847 | −7,81 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 14 675 | −28,01 | 720 | −28,88 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | Verum Partners LLC | 4 177 | −54,37 | 205 | −55,07 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 5 900 | −45,37 | 289 | −45,98 | |||
| 2025-07-09 | 13F | GSG Advisors LLC | 34 842 | 1,26 | 1 708 | 2,34 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 26 688 | 14,98 | 1 309 | 13,64 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 700 | −86,78 | 721 | −86,95 | |||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 75 869 | −1,53 | 3 720 | −2,69 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 1 137 702 | 4,76 | 55 782 | 3,51 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 26 945 | 11,22 | 1 321 | 8,81 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 108 048 493 | 39,82 | 5 297 618 | 38,16 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 6 996 | 343 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 91 353 | −6,20 | 4 479 | −7,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 98 419 | −87,14 | 4 825 | −87,29 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 106 925 | −10,43 | 5 243 | −11,50 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4 404 | −10,74 | 214 | −11,62 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 442 497 | 83,55 | 21 696 | 81,37 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 6 887 | 338 | ||||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 9 421 | −19,43 | 462 | −20,52 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 185 639 | −1,01 | 9 102 | −2,18 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 2 992 | 0,00 | 147 | −1,35 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 347 | −95,46 | 17 | −95,51 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 57 211 | 8,06 | 2 805 | 6,82 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 219 532 | 10 801 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12 576 | −1,12 | 617 | −2,38 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 305 014 | 16,52 | 15 | 16,67 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 8 114 | −24,35 | 398 | −25,38 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 4 280 | 0,00 | 210 | −1,42 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 26 930 | 12,82 | 1 320 | 11,49 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2 694 | 0,00 | 132 | −0,75 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 4 542 | 0 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4 713 | −19,37 | 231 | −20,34 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 56 892 | 1,78 | 2 789 | 0,58 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 14 695 | 1 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 653 | 17,91 | 130 | 17,12 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 4 815 | 0,00 | 236 | −0,84 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 136 735 | 7,41 | 6 704 | 6,14 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 25 867 | −6,44 | 1 268 | −8,51 | ||||
| 2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 21 146 | −12,17 | 1 037 | −13,23 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 4 152 644 | 1,04 | 203 604 | −0,16 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 56 685 | −11,91 | 2 779 | −12,94 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 867 590 | −0,97 | 42 538 | −2,15 | ||||
| 2025-07-09 | 13F | PFW Advisors LLC | 11 949 | −42,32 | 586 | −43,04 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 54 532 | 87,24 | 2 674 | 84,98 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 14 100 | 0,00 | 691 | −1,14 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 12 442 | 29,47 | 610 | 28,15 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 169 097 | −17,65 | 8 291 | −18,63 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 640 928 | 10,56 | 31 425 | 9,24 | ||||
| 2025-07-30 | 13F/A | Divergent Planning, LLC | 276 707 | 0,51 | 13 539 | −1,25 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 148 846 | −26,21 | 7 298 | −27,09 | ||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 6 872 | −78,41 | 337 | −78,72 | ||||
| 2025-05-13 | 13F | Hanlon Investment Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 16 755 | −2,93 | 821 | −4,09 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 12 | 1 | ||||||
| 2025-07-08 | 13F | Lpwm Llc | 63 677 | 306,08 | 3 122 | 301,29 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9 449 | 1,00 | 463 | −0,22 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 7 870 | 386 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 23 976 | −26,42 | 1 176 | −27,29 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 361 298 | 4,16 | 17 714 | 2,92 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 154 270 | 8,57 | 7 564 | 7,28 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 55 052 | 15,76 | 2 699 | 14,41 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 4 376 | −5,81 | 215 | −6,96 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 4 398 | −37,92 | 216 | −38,75 | ||||
| 2025-04-22 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Golden State Equity Partners | 15 136 | 7,02 | 742 | 5,85 | ||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 13 529 | 663 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 326 211 | 11,78 | 15 994 | 10,46 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 6 884 | 22,38 | 338 | 20,79 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 10 554 | 517 | ||||||
| 2025-07-29 | 13F | Regions Financial Corp | 1 037 558 | 0,69 | 50 871 | −0,50 | ||||
| 2025-08-13 | 13F | Centiva Capital, LP | Call | 100 000 | 4 903 | |||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 23 639 | −11,78 | 1 159 | −12,79 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 10 523 | 1,20 | 516 | 0,00 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11 747 | 2,37 | 576 | 1,05 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 80 135 | 16,54 | 3 929 | 15,15 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 25 027 | 1,38 | 1 227 | −0,81 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 50 430 | 1,03 | 2 473 | −0,16 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 26 851 | 23,22 | 1 317 | 21,74 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 594 827 | −6,45 | 78 194 | −7,56 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 175 137 | 8 587 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 42 808 | 2 099 | ||||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 620 673 | 633,99 | 30 432 | 625,41 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 80 379 | −4,44 | 3 941 | −5,56 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 53 618 | 0,17 | 2 629 | −1,02 | ||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 50 710 | −7,63 | 2 486 | −8,74 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 790 174 | 1,45 | 38 742 | 0,25 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10 582 | 519 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11 560 | −43,72 | 565 | −44,65 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 118 | 0,00 | 6 | 0,00 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 60 280 | 1,86 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 187 | 0,00 | 302 | −1,31 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 996 | 0,00 | 98 | −2,02 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 59 897 | 51,05 | 2 909 | 47,84 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 64 591 | 0,34 | 3 135 | −0,70 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 52 | −22,39 | 3 | −33,33 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 205 578 | 12,22 | 10 079 | 10,88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 699 132 | −0,84 | 34 278 | −2,02 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11 497 | −3,24 | 564 | −3,10 | ||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 675 264 | −12,89 | 33 108 | −13,92 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 43 007 | 8,82 | 2 109 | 7,50 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 263 221 | 13,08 | 13 | 9,09 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 87 658 | −5,35 | 4 298 | −6,49 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 2 333 | 0,00 | 114 | −0,87 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 8 550 | 69,31 | 419 | 67,60 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 6 871 298 | −2,79 | 336 900 | −3,95 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 23 640 | −25,35 | 1 159 | −26,23 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 11 095 | −78,29 | 544 | −78,58 | ||||
| 2025-04-11 | 13F | First Affirmative Financial Network | 5 680 | 4,51 | 282 | 3,31 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 109 190 | 591,21 | 5 354 | 583,65 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 28 753 | −1,54 | 1 410 | −2,69 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 771 | 87 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 12 128 | −20,08 | 595 | −21,12 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10 081 | 33,49 | 494 | 32,09 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 61 434 | −29,51 | 3 | −25,00 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 1 023 | 50 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 41 | 0,00 | 2 | 0,00 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21 831 076 | 0,65 | 1 070 378 | −0,55 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 187 401 | −1,30 | 9 188 | −2,47 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 167 859 | −2,78 | 8 230 | −3,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 285 539 | −50,53 | 14 | −50,00 | ||||
| 2025-07-31 | 13F | Lazard Freres Gestion S.A.S. | 0 | −100,00 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38 860 | 106,06 | 1 905 | 103,74 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 533 216 | −0,01 | 26 144 | −1,20 | ||||
| 2025-07-25 | NP | FHYVX - Franklin High Yield Tax-free Income Fund Advisor Class | 2 850 000 | −5,00 | 139 080 | −8,49 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 93 081 | −1,66 | 4 564 | −2,83 | ||||
| 2025-04-15 | 13F | SJS Investment Consulting Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 310 | 260 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 32 206 | 6,81 | 1 579 | 5,55 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 28 996 | 2,00 | 1 422 | 0,78 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 6 263 | 5,70 | 307 | 4,78 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 17 390 | −85,10 | 853 | −85,29 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 15 339 | −1,16 | 752 | −2,34 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 59 773 | 0,00 | 2 931 | −1,18 | ||||
| 2025-07-22 | 13F | Hill Island Financial Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 15 516 | 0,00 | 761 | −1,17 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 53 861 | 22,60 | 2 641 | 21,16 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 6 645 | 256,30 | 326 | 253,26 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 683 670 | 23,04 | 82 550 | 21,58 | ||||
| 2025-08-14 | 13F | Betterment LLC | 482 841 | 355,97 | 24 | 360,00 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 5 660 | −5,16 | 277 | −6,42 | ||||
| 2025-07-31 | 13F | City State Bank | 991 | 0,00 | 49 | −2,04 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 167 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 242 144 | 14,02 | 12 | 10,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 638 035 | 5,97 | 178 373 | 4,71 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 15 568 877 | −3,29 | 763 342 | −4,44 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 762 | 1,20 | 37 | 0,00 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 25 000 | −10,71 | 1 226 | −11,81 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 16 562 | −24,94 | 812 | −25,78 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 73 498 | 2,86 | 3 604 | 1,64 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 25 001 | 23,87 | 1 226 | 22,38 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 66 488 | 22,13 | 3 260 | 20,66 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 49 472 | −31,17 | 2 426 | −32,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 202 728 | 8,67 | 58 970 | 7,37 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3 246 | −76,91 | 159 | −77,19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 |
