Grundläggande statistik
| Institutionella ägare | 3276 total, 3264 long only, 2 short only, 10 long/short - change of 2,09% MRQ |
| Genomsnittlig portföljallokering | 2.3452 % - change of −0,35% MRQ |
| Institutionella aktier (lång) | 655 435 989 (ex 13D/G) - change of 162,41MM shares 32,94% MRQ |
| Institutionellt värde (lång) | $ 134 068 304 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) har 3276 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 655,445,189 aktier. Största aktieägare inkluderar Gallagher Fiduciary Advisors, LLC, Vanguard Group Inc, Rakuten Investment Management, Inc., Betterment LLC, Wealthfront Advisers Llc, Morgan Stanley, LPL Financial LLC, Bank Of America Corp /de/, WealthNavi Inc., and Northern Trust Corp .
Vanguard Index Funds - Vanguard Total Stock Market ETF (ARCA:VTI) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 12, 2025 is 324,31 / share. Previously, on September 13, 2024, the share price was 277,22 / share. This represents an increase of 16,99% 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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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 1 065 | −2,92 | 324 | 7,31 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 62 981 | 2,77 | 19 199 | 13,99 | ||||
| 2025-07-24 | 13F | Boomfish Wealth Group, LLC | 755 | 229 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 22 245 | 8,64 | 6 761 | 19,99 | ||||
| 2025-08-14 | 13F | Port Capital LLC | 3 590 | 2,98 | 1 091 | 13,88 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 138 803 | −8,52 | 42 186 | 1,17 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 3 441 | −9,16 | 1 046 | 0,38 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 52 550 | −14,06 | 15 972 | −4,96 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 653 | 0,00 | 198 | 10,61 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 20 538 | −0,48 | 5 645 | −5,63 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 719 | 109,01 | 218 | 131,91 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 325 915 | 2,58 | 99 353 | 13,77 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 3 922 | 20,23 | 1 192 | 33,04 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 1 190 | −0,92 | 362 | 9,73 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 1 723 | −6,10 | 1 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 19 003 | −2,43 | 5 783 | 8,03 | ||||
| 2025-07-14 | 13F | Farmers Trust Co | 4 327 | −1,75 | 1 315 | 8,68 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 13 459 | 2,57 | 4 091 | 13,42 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 21 000 | −97,51 | 6 383 | −84,09 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 991 | 287 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 152 708 | −3,56 | 46 413 | 6,65 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 7 128 | 2 166 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 2 203 | −2,87 | 670 | 7,38 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON iShares Managed Risk Balanced Portfolio | 55 000 | 0,00 | 16 716 | 10,58 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 861 | −7,35 | 2 693 | 2,47 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 1 301 321 | 1 845,87 | 395 511 | 2 047,64 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 1 797 | −15,20 | 546 | −6,19 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 1 075 | 0,00 | 327 | 20,30 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 7 491 | 3,64 | 2 277 | 14,60 | ||||
| 2025-07-17 | 13F | R.H. Investment Group, LLC | 16 069 | 22,59 | 4 884 | 35,56 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 836 | −0,59 | 254 | 9,96 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 11 515 | 11,32 | 3 500 | 23,07 | ||||
| 2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 10 676 | −17,09 | 3 245 | −8,31 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 736 279 | 8,87 | 223 777 | 20,40 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1 182 371 | −4,11 | 359 358 | 6,04 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 70 209 | −11,80 | 21 339 | −2,46 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 30 | 0,00 | 9 | 12,50 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 607 | 0,00 | 184 | 10,84 | ||||
| 2025-05-14 | 13F | Legend Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 43 619 | 1,21 | 13 257 | 11,93 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 3 740 | 98,83 | 1 137 | 119,73 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 4 647 | 0,09 | 1 412 | 10,66 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 80 771 | −44,27 | 24 549 | −38,37 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 4 315 | −2,18 | 1 312 | 8,17 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 676 | 206 | ||||||
| 2025-08-06 | 13F | Washington Trust Bank | 21 868 | 0,49 | 6 646 | 11,14 | ||||
| 2025-07-28 | 13F | Tower Wealth Partners, Inc. | 9 277 | 3,60 | 2 820 | 14,55 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 32 769 | 4,26 | 10 | 12,50 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 052 | 9,67 | 928 | 21,34 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 979 | 3,60 | 297 | 14,67 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 2 723 | −82,64 | 828 | −80,82 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 60 676 | 639,86 | 18 441 | 718,15 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 52 042 | −1,79 | 15 904 | 9,20 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 32 140 | −0,17 | 9 768 | 21,92 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 6 219 | 0,00 | 1 896 | 10,88 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 12 206 | −5,18 | 3 710 | 4,86 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 371 | 0,00 | 113 | 10,89 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 535 | 0,00 | 1 075 | 10,61 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1 295 | −15,96 | 395 | −6,86 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 4 097 | 7,00 | 1 245 | 18,35 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 8 537 | −11,22 | 2 595 | −1,82 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 19 334 | 2,42 | 5 876 | 13,26 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 716 | 221 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 7 353 | −19,20 | 2 235 | −10,64 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Federated Hermes, Inc. | 7 403 | 0,00 | 2 250 | 10,57 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 8 366 | −1,37 | 2 543 | 9,05 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 2 981 | −9,23 | 906 | 0,44 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 827 | −1,81 | 3 898 | 8,58 | ||||
| 2025-07-21 | 13F | AEGON USA Investment Management, LLC | 293 601 | −2,24 | 89 234 | 8,10 | ||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 1 385 | −7,05 | 422 | 3,18 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 183 942 | 9,14 | 56 073 | 21,06 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4 081 | 1 240 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 8 848 | 37,35 | 3 | 100,00 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 79 414 | −0,09 | 24 136 | 10,48 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 2 496 | −50,47 | 759 | −45,23 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1 832 | 0,00 | 557 | 10,54 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 16 945 | 4 623 | ||||||
| 2025-07-11 | 13F | Halter Ferguson Financial Inc. | 3 150 | 25,65 | 957 | 38,90 | ||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 3 277 | −1,80 | 996 | 8,51 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 1 092 | 0,00 | 332 | 10,33 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 545 | −28,66 | 166 | −21,05 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 5 323 | 0,00 | 1 618 | 10,60 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 7 615 | −2,56 | 2 314 | 7,78 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 782 | −11,54 | 238 | −2,47 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 56 007 | −1,71 | 17 022 | 8,70 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 1 141 | −12,30 | 347 | −3,08 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 661 | 202 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 5 296 | 0,47 | 1 610 | 11,12 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 16 000 | −24,53 | 4 863 | −16,55 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 12 221 | 12,88 | 3 714 | 24,84 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 46 550 | −0,11 | 14 149 | 10,48 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 1 463 | −0,75 | 445 | 9,63 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 128 | −20,99 | 39 | −13,64 | ||||
| 2025-05-12 | 13F | Ardent Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 835 | 2,39 | 2 381 | 13,22 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 000 | −6,72 | 3 963 | 3,45 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 13 966 | −5,60 | 4 245 | 4,38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 475 303 | 7,78 | 144 | 19,01 | ||||
| 2025-05-09 | 13F | Keeler THomas Management LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 879 | 0,00 | 267 | |||||
| 2025-07-21 | 13F | Hilltop National Bank | 3 261 | −1,24 | 991 | 3,66 | ||||
| 2025-07-17 | 13F | Sfm, Llc | 8 086 | −0,96 | 2 458 | 9,54 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 71 086 | −0,33 | 21 605 | 10,22 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 2 015 | 612 | ||||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 139 901 | −4,48 | 42 520 | 5,63 | ||||
| 2025-08-14 | 13F | Obsido Oy | 168 302 | 5,04 | 51 152 | 16,16 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 2 165 | −1,59 | 658 | 8,77 | ||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 220 | 0,00 | 67 | 10,00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 5 518 | −1,29 | 1 677 | 9,11 | ||||
| 2025-07-17 | 13F | Washington Capital Management Inc | 84 794 | 0,00 | 25 771 | 10,59 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 41 488 | −4,22 | 12 610 | 5,91 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 58 517 | 0,00 | 18 | 6,25 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 676 828 | 5,30 | 205 708 | 19,64 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 2 322 | 0,00 | 706 | 10,50 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 203 662 | −1,07 | 62 084 | 9,73 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 500 | 0,00 | 152 | 10,22 | ||||
| 2025-05-14 | 13F | Cornerstone Select Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 33 648 | −42,06 | 10 227 | −35,93 | ||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 41 188 | −0,96 | 12 518 | 9,53 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 3 363 | −4,05 | 1 022 | 6,13 | ||||
| 2025-05-07 | 13F | Magnolia Wealth Management, LLC | 177 004 | −0,71 | 48 648 | −5,84 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 125 692 | 38 316 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 33 609 | 2,79 | 10 215 | 13,67 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 2 787 | 0,47 | 847 | 11,15 | ||||
| 2025-05-07 | 13F | Ameraudi Asset Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Risk Managed Balanced Portfolio | 34 000 | 0,00 | 10 334 | 10,58 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 1 379 | 0,00 | 419 | 10,55 | ||||
| 2025-08-05 | 13F | Washburn Capital Management, Inc. | 102 744 | 0,81 | 31 227 | 11,48 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 904 | −16,68 | 275 | −8,05 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 178 507 | −0,73 | 54 | 10,20 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 6 928 | 3,06 | 2 106 | 13,97 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 257 | 198,84 | 80 | 247,83 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 11 176 | 1,05 | 3 397 | 11,75 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 4 079 | −0,44 | 1 240 | 10,04 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 4 315 | −0,46 | 1 312 | 10,08 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 12 007 | −13,50 | 3 649 | −4,33 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 1 047 | −24,35 | 318 | −16,32 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 1 067 | −7,46 | 324 | 2,53 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 7 795 | 841,43 | 2 369 | 943,61 | ||||
| 2025-07-14 | 13F | Seascape Capital Management | 1 147 | −0,86 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 9 170 | 0,00 | 2 787 | 10,60 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 710 | 216 | ||||||
| 2025-07-29 | 13F | Unison Advisors LLC | 4 004 | 1,60 | 1 217 | 12,37 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 65 | −80,88 | 20 | −79,57 | ||||
| 2025-04-30 | 13F | Ramiah Investment Group | 25 339 | 5,29 | 6 964 | 21,98 | ||||
| 2025-08-14 | 13F | Scientech Research LLC | 854 | 260 | ||||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 15 409 | 1,12 | 4 683 | 11,85 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 8 090 | 1,90 | 2 459 | 12,70 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 6 653 | 0,00 | 2 022 | 10,56 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 3 | 1 | ||||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 839 | −0,83 | 256 | 9,91 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 995 | −12,57 | 268 | −18,84 | ||||
| 2025-08-12 | 13F | Symetra Investment Management Co | 1 042 140 | 10,03 | 317 | 21,54 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 6 046 | −5,00 | 1 838 | 5,03 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 997 | 0,00 | 303 | 10,58 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 958 | −10,76 | 595 | −1,33 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 9 897 | 161,07 | 490 | −52,98 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 031 | 0,55 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 63 693 | 15,01 | 19 358 | 27,20 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 64 | −3,03 | 19 | 11,76 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4 539 | 0,00 | 1 380 | 10,59 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 252 398 | 0,81 | 77 018 | 11,92 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 666 | 202 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 56 458 | −0,21 | 17 159 | 10,35 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 1 035 | 0,10 | 316 | 10,88 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 2 119 | 15,67 | 644 | 28,03 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 744 523 | 13,00 | 226 283 | 24,96 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 22 553 | 11,57 | 6 855 | 23,38 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 26 963 | 2,15 | 8 195 | 12,96 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Sensible Money, LLC | 6 490 | 34,12 | 1 973 | 48,38 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 6 142 | 2,85 | 1 867 | 13,71 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 23 601 | 17,16 | 7 173 | 29,57 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 895 368 | 6,30 | 589 251 | 19,22 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 687 | 209 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 1 282 | −1,99 | 390 | 10,83 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 17 370 | −1,75 | 5 279 | 8,64 | ||||
| 2025-08-14 | 13F | Godshalk Welsh Capital Management, Inc. | 1 006 | 0,00 | 306 | 10,51 | ||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 794 | −20,84 | 241 | −12,36 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 430 143 | 8,59 | 131 452 | 23,61 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7 230 | 0,44 | 2 197 | 11,07 | ||||
| 2025-05-09 | 13F | Sound Financial Strategies Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 799 | 0,00 | 0 | |||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2 552 | 0,12 | 776 | 10,71 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 38 213 | −3,07 | 11 634 | 7,37 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 56 680 | 0,91 | 17 227 | 11,59 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 9 008 | −1,10 | 2 738 | 9,35 | ||||
| 2025-07-18 | 13F | United Bank | 16 000 | 0,00 | 4 863 | 10,58 | ||||
| 2025-08-08 | 13F | Parker Investment Management, LLC | 1 925 | 0,00 | 585 | 10,59 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 62 796 | 4,61 | 19 143 | 16,03 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 4 312 | 3,26 | 1 311 | 14,21 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 1 007 | 41,43 | 277 | 33,98 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 562 | 0,00 | 171 | 10,39 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 1 551 | 0,00 | 471 | 10,56 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 5 271 | 1,86 | 1 602 | 12,66 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 5 899 | 0,00 | 1 793 | 10,55 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 1 822 | 0,00 | 1 | |||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 12 058 | 9,78 | 3 665 | 21,40 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 14 287 | 5,03 | 4 342 | 16,16 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 23 186 | 0,00 | 6 721 | −1,05 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 31 757 | −1,13 | 9 681 | 9,66 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 8 362 | 1,20 | 2 541 | 11,89 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 480 | 0,00 | 146 | 10,69 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 2 664 | 117,65 | 810 | 140,77 | ||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 8 000 | −5,97 | 2 431 | 3,98 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 7 133 | 1,09 | 2 168 | 11,81 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 330 267 | −2,03 | 100 | 8,70 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 27 546 | −2,94 | 8 372 | 7,33 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 4 266 | −19,52 | 1 297 | −11,05 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 15 990 | 14,45 | 4 917 | 34,46 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 146 892 | −2,70 | 44 645 | 7,59 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 409 | 105,61 | 1 078 | 146,45 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 20 616 | 1,86 | 6 266 | 12,64 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 159 689 | 2,92 | 48 552 | 13,88 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 2 214 | 0,00 | 673 | 10,53 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 259 640 | 54,48 | 78 912 | 70,83 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 487 325 | 1,25 | 133 936 | −3,98 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 34 323 | 4,72 | 10 432 | 15,81 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 10 093 | −0,06 | 3 068 | 24,62 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 346 641 | 1,85 | 105 355 | 12,63 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | Put | 4 800 | 140,00 | 1 459 | 165,57 | |||
| 2025-08-12 | 13F | Associated Banc-corp | 52 259 | −7,26 | 15 883 | 2,56 | ||||
| 2025-08-12 | 13F | Guerra Pan Advisors, Llc | 785 | 0,00 | 239 | 10,70 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 1 290 | −14,00 | 392 | −5,10 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 16 688 | 61,74 | 5 072 | 78,87 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 5 752 | −1,20 | 1 748 | 9,25 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 180 110 | −0,39 | 54 741 | 10,15 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 3 125 | 0,00 | 950 | 10,61 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 321 965 | 1,85 | 97 855 | 12,62 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 2 698 | −0,07 | 820 | 13,26 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 549 135 | 3,04 | 167 400 | 14,29 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 677 559 | −3,52 | 1 725 581 | 6,69 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 281 785 | 37,07 | 86 | 51,79 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 1 520 | 462 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 62 892 | 0,00 | 19 115 | 10,58 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 1 886 | −1,98 | 573 | 8,52 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 1 904 | 0,11 | 579 | 10,73 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 5 495 | −16,20 | 1 670 | −7,33 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 641 572 | 0,07 | 195 108 | 10,83 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 3 000 | −23,08 | 912 | −14,94 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 33 319 | −18,56 | 10 127 | −9,94 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 2 920 | 0,00 | 1 | |||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 1 023 | 21,93 | 311 | 35,22 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 3 319 | 12,20 | 1 009 | 24,14 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 316 707 | 0,56 | 96 257 | 5,46 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 866 | 0,58 | 263 | 11,44 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 7 587 | 0,00 | 2 306 | 10,55 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 27 882 | 0,08 | 8 474 | 10,68 | ||||
| 2025-07-11 | 13F | Bell Bank | 346 034 | 118,06 | 105 170 | 141,15 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 17 492 | 19,96 | 5 330 | 33,02 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 225 | 11,94 | 68 | 23,64 | ||||
| 2025-08-12 | 13F | Comprehensive Financial Management LLC | 26 067 | 0,00 | 7 946 | 10,92 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4 068 | 0,42 | 1 236 | 11,05 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 42 239 | −4,47 | 12 874 | 5,94 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 29 136 | 0,34 | 8 855 | 10,96 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 48 425 | 28,79 | 14 718 | 42,43 | ||||
| 2025-08-06 | 13F | Paragon Capital Management Inc | 6 332 | 46,17 | 1 924 | 61,68 | ||||
| 2025-08-12 | 13F | Main Management LLC | 468 | −58,69 | 0 | |||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 1 383 | 0,00 | 420 | 10,53 | ||||
| 2025-08-13 | 13F | ESG Planning | 10 532 | 18,75 | 3 201 | 31,31 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Stanley-Laman Group, Ltd. | 892 | 0,00 | 271 | 10,61 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 5 094 | 0,00 | 1 548 | 10,57 | ||||
| 2025-04-09 | 13F | Selway Asset Management | 800 | 0,00 | 220 | −5,19 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 2 068 | 629 | ||||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 3 985 | 0,00 | 1 | 0,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 516 982 | 1,53 | 157 126 | 12,27 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 7 435 | 0,07 | 2 260 | 10,63 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 4 450 | −0,47 | 1 352 | 10,10 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 3 802 | 27,93 | 1 156 | 47,13 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 6 574 | 11,10 | 1 998 | 22,82 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 0 | −100,00 | 0 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 717 | 218 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 129 434 | 1,37 | 39 339 | 12,10 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 125 136 | −0,37 | 38 033 | 10,18 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 1 893 | 0,00 | 575 | 10,15 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 20 153 | 38,16 | 6 125 | 52,78 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 82 686 | −0,75 | 25 142 | 9,76 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 1 100 | 0,00 | 334 | 10,60 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 13 048 | 0,00 | 3 966 | 10,57 | ||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 3 361 | 4,87 | 1 022 | 16,02 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 3 153 | 7,17 | 958 | 18,56 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 28 245 | 4,13 | 8 585 | 15,14 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 41 002 | −14,11 | 12 462 | −5,02 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 1 681 | 19,73 | 511 | 32,47 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 11 409 | −0,33 | 3 468 | 10,20 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 32 755 | 0,91 | 9 955 | 11,59 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 15 404 | −1,48 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 4 606 | −0,52 | 1 400 | 9,98 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22 216 | 83,88 | 6 752 | 92,86 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 325 119 | −8,00 | 98 813 | 1,74 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 4 525 | 12,37 | 1 375 | 24,32 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 302 | −10,39 | 92 | −1,09 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 4 656 | 1,02 | 1 415 | 11,77 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13 277 | 3,90 | 4 035 | 8,97 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 36 225 | −0,24 | 11 010 | 10,31 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 522 564 | 13,07 | 158 823 | 25,04 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 156 264 | 3,80 | 47 493 | 14,79 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 717 728 | 6,14 | 522 069 | 17,38 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 2 299 | 0,00 | 699 | 10,62 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 10 935 | −0,19 | 3 323 | 10,36 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 059 390 | 265,21 | 321 980 | 303,87 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 5 386 | −96,12 | 1 637 | −95,71 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 15 242 | −1,91 | 4 633 | 8,48 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 5 383 | 30,53 | 1 636 | 44,40 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 1 293 | −13,45 | 393 | −4,39 | ||||
| 2025-07-30 | 13F | BCK Partners, Inc. | 4 316 | −3,42 | 1 312 | 6,76 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 8 776 | 263 | ||||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1 776 | 0,00 | 540 | 10,45 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 9 348 | 0,52 | 2 841 | 11,15 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 21 420 | 44,20 | 6 510 | 59,48 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11 098 | 3 373 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 6 210 | 1 887 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 811 834 | 36,50 | 246 741 | 50,95 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 2 400 | 0,00 | 729 | 10,62 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 23 440 | 9,42 | 7 124 | 21,01 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 4 334 | 0,00 | 1 317 | 10,58 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 796 | 6,60 | 850 | 17,92 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 2 435 | 32,05 | 740 | 46,83 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 1 | −98,04 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 349 | 3,53 | 714 | 14,61 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 98 184 | 9,33 | 29 841 | 20,91 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 119 225 | −0,99 | 37 228 | 12,49 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 107 | −26,21 | 33 | −17,95 | ||||
| 2025-08-01 | 13F | Independent Order of Foresters | 213 865 | 0,00 | 65 000 | 10,58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 900 | −10,00 | 274 | −0,36 | |||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 496 400 | 2,44 | 4 101 961 | 13,28 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 5 649 | −8,21 | 1 717 | 1,54 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 2 070 | −43,72 | 629 | −37,72 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 6 707 | 2,51 | 2 038 | 13,35 | ||||
| 2025-08-07 | 13F | Nicollet Investment Management, Inc. | 881 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 2 365 | 1,24 | 719 | 12,01 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 840 | 1,27 | 569 | 13,83 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 5 684 | −13,58 | 1 728 | −4,43 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 67 427 | 3,06 | 20 493 | 19,66 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 114 | 339 | ||||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 1 596 | 0,00 | 485 | 10,50 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 35 002 | −2,64 | 10 638 | 7,67 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 40 855 | 33,93 | 12 417 | 48,11 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 11 122 | −6,92 | 3 380 | 2,92 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 696 | 212 | ||||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 75 | 0,00 | 23 | 10,00 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 3 030 | 0,00 | 921 | 10,58 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 19 764 | −3,97 | 6 025 | 6,52 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1 028 | −15,18 | 313 | −6,31 | ||||
| 2025-07-24 | 13F | Conning Inc. | 49 266 | 0,00 | 14 973 | 10,58 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 10 739 | 10,92 | 3 264 | 22,62 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 2 462 | −0,49 | 748 | 10,16 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 486 | −2,18 | 1 363 | 8,17 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 16 802 | −8,27 | 5 107 | 1,43 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 78 214 | −2,15 | 23 772 | 8,21 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 28 333 | −0,11 | 8 611 | 10,47 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 5 003 | −7,49 | 1 520 | 2,29 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 85 070 | 39,63 | 25 855 | 54,41 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 913 | 0,00 | 277 | 10,80 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 284 | 0,00 | 86 | 10,26 | ||||
| 2025-07-16 | 13F | American National Bank | 2 852 | 1,93 | 867 | 12,61 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 302 127 | −1,43 | 92 | 8,33 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 70 317 | 65,02 | 21 371 | 82,49 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 16 087 | 1 433,56 | 4 889 | 1 597,57 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 9 504 | 0,20 | 2 889 | 10,82 | ||||
| 2025-06-26 | NP | TDSB - Cabana Target Drawdown 7 ETF | 14 010 | 3 822 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 95 | 29 | ||||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 13 717 | 0,15 | 3 770 | −5,01 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 50 080 | 1,72 | 15 221 | 12,48 | ||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 6 249 | −72,73 | 1 899 | −69,85 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 15 890 | 4 829 | ||||||
| 2025-07-23 | 13F | Penney Financial, LLC | 115 101 | −3,02 | 34 983 | 7,24 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 95 896 | −1,33 | 29 146 | 9,12 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 8 932 | 2,29 | 2 715 | 13,13 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 39 366 | 15,51 | 11 964 | 27,74 | ||||
| 2025-08-14 | 13F | Punch & Associates Investment Management, Inc. | 689 | 67,23 | 209 | 84,96 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 2 007 | 0,45 | 612 | 11,29 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 30 262 | 1,59 | 9 198 | 12,35 | ||||
| 2025-08-11 | 13F/A | Purus Wealth Management, LLC | 1 730 | 52,83 | 526 | 68,81 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 273 493 | 2,23 | 83 123 | 13,05 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 13 471 | 40,63 | 4 094 | 55,55 | ||||
| 2025-08-13 | 13F | Nbw Capital Llc | 1 192 | 362 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 2 079 | 0,05 | 632 | 10,51 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 22 595 | 6,84 | 6 867 | 18,09 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 21 136 | −2,15 | 6 424 | 12,88 | ||||
| 2025-08-26 | NP | CRTBX - Conquer Risk Tactical Rotation Fund | 56 640 | 9,58 | 17 215 | 14,92 | ||||
| 2025-07-15 | 13F | Affinity Wealth Management Llc | 1 940 | 0,52 | 590 | 11,13 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 779 | 237 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 39 391 | −11,04 | 11 972 | −1,62 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 777 | 0,00 | 237 | 17,91 | ||||
| 2025-07-01 | 13F | GP Brinson Investments LLC | 294 073 | −0,65 | 89 378 | 9,86 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 5 338 | −14,06 | 1 622 | −4,98 | ||||
| 2025-08-14 | 13F | Comerica Bank | 303 022 | 5,07 | 92 097 | 16,19 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 236 941 | 0,28 | 72 013 | 10,89 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 17 396 | 7,95 | 4 781 | 2,38 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 5 691 | −1,91 | 1 730 | 8,47 | ||||
| 2025-08-06 | 13F | ROI Financial Advisors, LLC | 832 | −19,85 | 253 | −11,58 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 33 047 | 0,09 | 10 044 | 10,68 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 11 187 | 2,60 | 3 393 | 13,82 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 8 352 | −1,95 | 2 538 | 8,42 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 125 185 | 7,97 | 38 048 | 19,40 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 1 013 | 23,69 | 308 | 36,44 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 42 090 | 18,21 | 12 792 | 30,73 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 15 356 | 3,65 | 4 667 | 14,64 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 672 | 204 | ||||||
| 2025-07-18 | 13F | jvl associates llc | 147 018 | 12,00 | 44 683 | 23,85 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 343 264 | 10,06 | 104 328 | 21,71 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7 637 | 0,58 | 2 321 | 11,27 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 5 000 | 0,00 | 1 520 | 10,55 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 4 672 | 0,00 | 1 420 | 10,51 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 4 394 | 0,07 | 1 335 | 10,70 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 18 741 | −0,04 | 5 696 | 10,56 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 78 | 0,00 | 24 | 9,52 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1 916 | 0,00 | 582 | 10,65 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 882 | 268 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 700 | 5 076 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 17 469 | 5 325 | ||||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 1 336 | 406 | ||||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 392 681 | 5,31 | 119 348 | 16,46 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 5 223 | 99,20 | 1 587 | 120,42 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 7 851 | −1,13 | 2 386 | 9,35 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 19 259 | −3,69 | 5 853 | 6,52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 114 807 | 2,86 | 34 893 | 13,75 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 553 | 51,76 | 2 296 | 67,89 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 77 | 23 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 90 712 | 6,88 | 28 339 | 20,93 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 92 223 | 9,62 | 28 029 | 21,23 | ||||
| 2025-07-30 | 13F | Townsend & Associates, Inc | 692 | 217 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 24 797 | 82,99 | 7 536 | 102,36 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 35 733 | 2,02 | 11 | 11,11 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 17 502 | 0,05 | 5 335 | 10,98 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 54 635 | 22,74 | 16 605 | 35,74 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 51 402 | −1,34 | 15 623 | 9,10 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 125 | −54,21 | 38 | −50,67 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 32 755 | 0,52 | 9 955 | 11,17 | ||||
| 2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 3 500 | 12,90 | 1 064 | 24,77 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 65 449 | 15,92 | 19 892 | 28,19 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 1 616 | 0,00 | 491 | 10,59 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 5 950 | 0,00 | 1 808 | 10,11 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 5 770 | −5,72 | 1 754 | 4,22 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 109 999 | 89,13 | 33 432 | 109,15 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 37 940 | −12,23 | 11 532 | −2,91 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 4 613 | 30,87 | 1 402 | 44,83 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 3 761 | 8,79 | 1 143 | 20,32 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 39 466 | −0,87 | 11 995 | 9,61 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 972 304 | −13,00 | 599 442 | −3,79 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 2 364 | −4,37 | 718 | 5,74 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 150 251 | −2,31 | 45 666 | 8,03 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 13 347 | 171,01 | 4 057 | 198,67 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 209 124 | −3,24 | 63 570 | 7,02 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 951 | 0,00 | 289 | 10,73 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 80 845 | 0,00 | 24 571 | 10,59 | ||||
| 2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 2 439 | −0,25 | 741 | 10,43 | ||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Ingalls & Snyder Llc | 919 | −18,02 | 0 | |||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 1 869 | 0,38 | 568 | 10,96 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 17 310 | −5,92 | 5 261 | 4,03 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 16 179 | 3,71 | 4 917 | 14,70 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 3 352 | −0,24 | 1 019 | 10,29 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 21 210 | 2,41 | 6 446 | 13,27 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 377 823 | 4,32 | 114 832 | 30,08 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 36 195 | 1,71 | 11 001 | 12,47 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 14 141 | −1,82 | 4 298 | 8,59 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 38 084 | 9,83 | 11 575 | 21,46 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 20 927 | 1,28 | 6 360 | 11,99 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 2 324 | −0,21 | 706 | 10,31 | ||||
| 2025-07-22 | 13F | Legacy Trust | 2 781 | −0,22 | 845 | 10,46 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 71 383 | 2,10 | 21 695 | 12,91 | ||||
| 2025-08-14 | 13F | Chai Trust Co Llc | 536 415 | 0,48 | 163 033 | 11,12 | ||||
| 2025-07-08 | 13F | Mad River Investors | 12 122 | 0,00 | 3 684 | 10,60 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 556 | 0,00 | 169 | 11,18 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 869 024 | 5,39 | 264 745 | 16,82 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 844 068 | 108,23 | 256 538 | 130,27 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 173 222 | 48,36 | 52 647 | 64,07 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 90 259 | 12,09 | 27 432 | 23,95 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 900 | −44,31 | 274 | −38,51 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 4 745 | −12,78 | 1 442 | −3,55 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 2 117 | 13,94 | 643 | 26,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 46 610 | −1,49 | 14 166 | 8,94 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 104 041 | −1,00 | 31 621 | 9,48 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 2 894 | 0,00 | 879 | 10,57 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 3 201 | 120,15 | 973 | 143,61 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 3 140 | −1,26 | 954 | 9,28 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 77 168 | −2,22 | 23 454 | 8,12 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 795 | 0,00 | 0 | |||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 154 | 24,19 | 47 | 35,29 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 33 085 | −0,05 | 10 056 | 10,53 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 6 520 | 4,74 | 1 982 | 15,85 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 3 944 205 | 0,00 | 1 198 762 | 10,58 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 342 | 0,00 | 104 | 10,75 | ||||
| 2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 676 | −66,20 | 205 | −62,66 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 11 653 | −2,99 | 3 542 | 7,27 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 964 | 0,00 | 295 | 10,94 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 1 453 | −79,92 | 442 | −77,82 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 2 186 | −19,07 | 664 | −10,51 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1 882 | 67,44 | 572 | 85,39 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 35 000 | 71,57 | 10 638 | 89,74 | |||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 3 475 | −43,87 | 1 056 | −37,92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 404 000 | 39,79 | 122 788 | 54,59 | |||
| 2025-08-14 | 13F | Fiduciary Trust Co | 63 666 | 22,76 | 19 350 | 35,75 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 13 477 | 1,25 | 4 096 | 11,95 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 21 805 | 13,49 | 6 787 | 28,52 | ||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 42 499 | −0,03 | 12 917 | 10,55 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 13 496 | 13,72 | 4 104 | 25,85 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 10 783 | −1,56 | 3 277 | 8,87 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 11 133 | 7,90 | 3 384 | 19,33 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 21 040 | −18,40 | 6 395 | −9,77 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 25 522 | 3,99 | 7 997 | 23,26 | ||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 924 | −1,91 | 281 | 13,82 | ||||
| 2025-07-14 | 13F | Bank & Trust Co | 21 | 0,00 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 195 | 0,00 | 59 | 11,32 | ||||
| 2025-08-18 | 13F | Spg Advisors Llc | 1 117 | 339 | ||||||
| 2025-04-29 | 13F | Compton Wealth Advisory Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 53 650 | −2,48 | 16 306 | 7,84 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 11 136 | −0,19 | 3 385 | 10,37 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 57 915 | −7,17 | 17 602 | 2,66 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14 | 0,00 | 4 | 33,33 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 4 715 | 1 366 | ||||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 10 062 | 1,06 | 3 062 | 11,10 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 1 235 | 375 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 8 492 | −2,48 | 2 581 | 7,50 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 150 330 714 | 30 685,29 | 1 857 | −98,62 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 85 905 | −0,38 | 26 109 | 10,16 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 3 555 236 | 2,79 | 1 080 543 | 13,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 59 549 | 2,51 | 18 099 | 13,35 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 2 529 | −1,40 | 769 | 8,94 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 9 951 | −7,33 | 3 024 | 2,47 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 16 375 | −1,49 | 4 977 | 8,93 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 182 213 | −1,56 | 55 380 | 8,86 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 16 513 | 11,86 | 5 019 | 23,69 | ||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 703 | 214 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 1 163 | 354 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 119 962 | 73,46 | 36 460 | 91,82 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 5 324 | 0,00 | 1 618 | 10,53 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 4 804 | −1,72 | 1 460 | 8,71 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 473 | 7,66 | 752 | 19,02 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 12 107 | −12,65 | 3 680 | −3,41 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 3 412 | −2,01 | 1 037 | 8,47 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 25 897 | −1,02 | 7 871 | 9,46 | ||||
| 2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 885 | 269 | ||||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 3 049 | 0,00 | 927 | 10,63 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 29 405 | −0,75 | 8 937 | 9,75 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 220 885 | 1,85 | 67 134 | 12,63 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3 895 | 15,85 | 1 184 | 28,03 | ||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 1 387 | 0,00 | 422 | 10,50 | ||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 4 503 | 10,99 | 1 369 | 22,69 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 5 649 | 76,31 | 1 717 | 95,00 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 857 | −0,12 | 261 | 10,64 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 5 767 | 0,00 | 1 753 | 10,54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 14 499 | −30,75 | 4 407 | −23,43 | ||||
| 2025-08-13 | 13F | Arjuna Capital | 838 | 0,00 | 255 | 10,43 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 13 489 | 3,13 | 4 100 | 14,05 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Embree Financial Group | 13 038 | −1,25 | 3 963 | 9,21 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 83 473 | 11,61 | 41 918 | 103,94 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 7 481 | 0,00 | 2 274 | 10,55 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 194 | −11,42 | 59 | −1,67 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 5 974 816 | 2,02 | 1 815 926 | 12,82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 50 610 | 36,39 | 15 | 50,00 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 3 870 | 1 064 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12 594 | 93,60 | 3 828 | 114,16 | ||||
| 2025-07-08 | 13F | Red Spruce Capital, LLC | 784 | 0,26 | 238 | 11,21 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 11 565 | 3 352 | ||||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 1 241 | −0,08 | 377 | 10,26 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 207 589 | −2,83 | 63 093 | 7,45 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 98 371 | −1,25 | 29 898 | 9,20 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 3 210 | −90,64 | 976 | −88,99 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 11 744 | 3,32 | 3 569 | 14,24 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 95 846 | 3,88 | 29 131 | 14,87 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 54 881 | −0,36 | 16 680 | 10,19 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 1 365 | 9,73 | 415 | 21,41 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 2 982 | 0,00 | 906 | 10,62 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 3 569 | 1 085 | ||||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 56 661 | −6,88 | 17 423 | 4,19 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 20 904 | 42,04 | 6 354 | 57,10 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 1 231 | −6,81 | 374 | 3,31 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 28 156 | 5,84 | 8 557 | 17,04 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 162 | 3,20 | 666 | 25,71 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 57 937 | 0,00 | 17 609 | 10,59 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 2 439 | −7,47 | 741 | 2,35 | ||||
| 2025-07-07 | 13F | Trust Co Of Oklahoma | 1 667 | −0,89 | 507 | 9,52 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 102 030 | 14,04 | 31 | 29,17 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 17 642 | −0,60 | 5 362 | 9,92 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 24 296 | −1,98 | 7 384 | 8,40 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 18 116 | −10,87 | 6 | 0,00 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 067 | 307,85 | 932 | 352,43 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 13 | 4 | ||||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 11 711 | −2,47 | 3 552 | 8,19 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 230 788 | 3,79 | 70 144 | 14,78 | ||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 7 788 | 0,00 | 2 367 | 10,61 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 125 182 | −1,44 | 38 047 | 8,99 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 9 687 | −0,71 | 2 944 | 9,81 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 23 207 | −12,63 | 7 053 | −3,38 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 2 484 | 0,00 | 755 | 10,56 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 74 116 | 21,58 | 22 526 | 34,45 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 16 137 | −2,57 | 4 435 | −7,61 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 9 447 | 97,18 | 2 871 | 118,16 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 1 080 | 0,00 | 329 | 11,15 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 16 656 | −49,39 | 5 062 | −44,03 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 320 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 5 726 | −8,41 | 1 745 | 1,57 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 501 | 7,56 | 1 976 | 18,90 | ||||
| 2025-07-18 | 13F | Mountain Pacific Investment Advisers Inc/id | 2 751 | 0,00 | 836 | 10,58 | ||||
| 2025-08-08 | 13F | Charter Research & Investment Group, Inc. | 1 569 | 0,00 | 477 | 10,44 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 74 703 | 32,31 | 22 704 | 46,32 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 1 697 | 11,06 | 517 | 23,39 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 2 664 | 20,43 | 810 | 33,28 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 1 856 | 0,00 | 564 | 10,59 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 44 807 | −1,56 | 13 618 | 8,87 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 15 044 | 19,18 | 5 | 33,33 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 261 | −1,09 | 687 | 9,39 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 3 705 | 0,00 | 1 126 | 10,61 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 282 | 0,00 | 86 | 10,39 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 1 125 | −0,27 | 343 | 10,32 | ||||
| 2025-08-04 | 13F | Retirement Systems of Alabama | 1 670 | 3,09 | 508 | 13,93 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2 144 830 | −3,26 | 651 878 | 6,98 | ||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 1 680 | −19,23 | 1 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 24 692 | 7,77 | 7 505 | 19,17 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 1 880 | 0,00 | 571 | 10,66 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 18 442 | 32,75 | 5 605 | 46,78 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | Put | 1 845 406 | 560 694 | |||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 5 029 | 10,55 | 1 528 | 22,24 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates Financial Services, Inc | 946 | 11,16 | 288 | 23,18 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 5 141 | −0,19 | 1 562 | 10,39 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 4 832 | 1,17 | 1 469 | 11,89 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 2 119 | −7,18 | 644 | 2,55 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 77 796 | 92,40 | 23 645 | 112,76 | ||||
| 2025-08-06 | 13F | Forbes Financial Planning, Inc. | 29 135 | −4,16 | 8 855 | 5,97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 56 949 | −32,91 | 17 308 | −0,51 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 8 045 | 6,22 | 2 445 | 17,49 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 898 | −72,29 | 273 | −69,44 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 19 923 | 51,30 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 90 914 | 27 631 | ||||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 281 306 | −42,84 | 77 | −45,77 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 87 190 | 15,13 | 26 500 | 27,31 | ||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 5 195 | 0,00 | 1 579 | 10,58 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 12 629 | −0,93 | 3 838 | 9,56 | ||||
| 2025-08-14 | 13F | Penn Capital Management Co Inc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 600 329 | 40,80 | 182 458 | 55,70 | ||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 245 980 | −5,41 | 74 761 | 4,60 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 4 691 | 0,11 | 1 430 | 11,11 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 667 | −54,53 | 203 | −49,88 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 464 | 141 | ||||||
| 2025-07-29 | 13F | Flavin Financial Services, Inc. | 2 102 | −22,61 | 639 | −14,48 | ||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 1 195 | −5,53 | 363 | 4,61 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 233 128 | 4,05 | 71 067 | 15,41 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 21 312 | 3,69 | 6 477 | 14,68 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 58 464 | 27,54 | 17 769 | 41,04 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 2 339 | 0,00 | 711 | 10,59 | ||||
| 2025-07-15 | 13F | Sara-Bay Financial | 2 006 | −28,76 | 610 | −20,91 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 1 237 | 376 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 48 462 | 2,45 | 14 729 | 13,29 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 3 963 | −14,76 | 1 204 | −5,72 | ||||
| 2025-07-11 | 13F | Professional Advisory Services Inc | 11 260 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 1 923 | 0,00 | 584 | 10,61 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 458 | 465,43 | 139 | 531,82 | ||||
| 2025-07-31 | 13F | Pullen Investment Management, LLC | 26 951 | 7,14 | 8 191 | 18,49 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 16 607 | 10,04 | 5 047 | 21,70 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 56 858 | 3,43 | 17 281 | 14,38 | ||||
| 2025-07-28 | 13F | Dash Acquisitions Inc. | 7 831 | 0,00 | 2 446 | 8,04 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Lee Financial Co | 10 150 | 0,50 | 3 090 | 11,35 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 4 192 | 0,00 | 1 274 | 10,21 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 349 | −9,11 | 106 | 0,95 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 797 | −11,15 | 242 | −1,63 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1 187 | 0,00 | 361 | 10,43 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 909 | 285 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 727 | 14,67 | 221 | 27,01 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 565 435 | 20,13 | 171 853 | 32,84 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 928 | 0,00 | 282 | 10,59 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 841 | −3,78 | 256 | 6,25 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 2 920 | −7,01 | 887 | 2,78 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 132 616 | −0,92 | 40 306 | 9,57 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 1 113 | 338 | ||||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 12 856 | −1,61 | 3 907 | 8,80 | ||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 2 499 | −6,26 | 760 | 3,69 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 2 105 | 0,00 | 640 | 10,55 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 1 234 | 0,00 | 375 | 10,62 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 13 868 | 106,83 | 4 215 | 128,77 | ||||
| 2025-08-12 | 13F | Viawealth, Llc | 2 046 | −11,16 | 622 | −1,74 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 8 785 | −2,45 | 2 670 | 7,84 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 1 071 | 1,32 | 325 | 12,07 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 4 142 | −6,42 | 1 259 | 3,45 | ||||
| 2025-08-08 | 13F | Arvest Bank Trust Division | 4 374 | −5,81 | 1 329 | 4,15 | ||||
| 2025-08-14 | 13F | Novo Holdings A/S | 1 038 550 | 0,00 | 315 647 | 10,58 | ||||
| 2025-08-12 | 13F | Nuveen, LLC | 112 200 | 21,69 | 34 101 | 34,57 | ||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 2 940 | 0,14 | 894 | 10,79 | ||||
| 2025-08-05 | 13F | Levin Capital Strategies, L.p. | 25 201 | −28,83 | 7 659 | −21,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 552 652 | −0,94 | 167 968 | 9,54 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 12 114 | 2,46 | 3 682 | 13,30 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 3 780 | 3,50 | 1 149 | 14,46 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 90 547 | 6,02 | 27 520 | 16,85 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 1 050 | −3,23 | 0 | |||||
| 2025-08-12 | 13F | Seeds Investor Llc | 138 179 | 1,48 | 41 997 | 12,22 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 30 990 | 8,99 | 9 419 | 20,51 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 758 593 | 11,98 | 230 713 | 24,00 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 3 046 | 5,36 | 926 | 16,50 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 12 626 | 75,90 | 3 837 | 94,57 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 10 887 | 0,00 | 3 309 | 10,56 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 678 | −10,91 | 206 | −1,44 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 41 491 | −3,80 | 12 610 | 6,39 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 2 611 | 0,00 | 1 | |||||
| 2025-07-28 | 13F | Virtus Wealth Solutions LLC | 1 753 | 0,29 | 533 | 10,83 | ||||
| 2025-08-08 | 13F | 1776 Wealth LLC | 5 182 | −1,24 | 1 575 | 9,15 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 2 081 | 0,00 | 633 | 10,68 | ||||
| 2025-07-10 | 13F | Security National Bank | 10 637 | 3,37 | 3 233 | 14,29 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 8 172 | 0,00 | 2 484 | 10,55 | ||||
| 2025-08-12 | 13F | Ames National Corp | 10 269 | 0,00 | 3 121 | 10,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 917 699 | 3,41 | 278 916 | 14,35 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 13 310 | 1,30 | 4 045 | 12,02 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 95 096 | −4,78 | 28 903 | 5,30 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 9 221 | 10,67 | 2 803 | 22,41 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 17 596 | 5,78 | 5 348 | 16,98 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 753 | 229 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 124 366 | −2,39 | 37 799 | 7,94 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 14 039 | 27,80 | 4 267 | 41,31 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 297 167 | 41,00 | 90 318 | 55,93 | ||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 7 832 | 5,67 | 2 380 | 16,84 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 1 814 | 62,11 | 551 | 79,48 | ||||
| 2025-08-06 | 13F | Van Cleef Asset Management,Inc | 31 746 | −0,22 | 9 649 | 10,34 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 5 073 | −0,78 | 2 | 0,00 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 4 710 | 0,00 | 1 432 | 10,59 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 117 150 | 35 606 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 273 070 | −4,62 | 82 994 | 5,48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 626 551 | 2,02 | 191 593 | 13,50 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 743 | 2,62 | 834 | 13,49 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 4 289 | 7,09 | 1 304 | 18,45 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 2 769 | 15,14 | 853 | 29,05 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 2 860 | −3,57 | 869 | 6,63 | ||||
| 2025-08-27 | NP | Nuveen Dow 30sm Dynamic Overwrite Fund This fund is a listed as child fund of Nuveen Asset Management, 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 | 39 400 | 12,89 | 11 975 | 24,85 | ||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 1 916 | −0,47 | 582 | 10,02 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 4 886 | 2,95 | 1 485 | 13,80 |
