Grundläggande statistik
Institutionella ägare | 855 total, 854 long only, 1 short only, 0 long/short - change of 5,14% MRQ |
Genomsnittlig portföljallokering | 0.9429 % - change of −3,26% MRQ |
Institutionella aktier (lång) | 207 555 780 (ex 13D/G) - change of 25,03MM shares 13,71% MRQ |
Institutionellt värde (lång) | $ 10 109 336 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (US:VTIP) har 855 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 207,555,780 aktier. Största aktieägare inkluderar Jpmorgan Chase & Co, LPL Financial LLC, Sei Investments Co, Goldman Sachs Group Inc, GARTX - Goldman Sachs Absolute Return Tracker Fund Class A, Wealthspire Advisors, LLC, Valmark Advisers, Inc., Fmr Llc, Cambridge Associates Llc /ma/ /adv, and Morgan Stanley .
Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF (NasdaqGM:VTIP) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 9, 2025 is 50,72 / share. Previously, on September 10, 2024, the share price was 49,02 / share. This represents an increase of 3,47% 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 AllFil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Morgan Stanley | 4 247 616 | 2,41 | 213 528 | 3,17 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 38 278 | 13,31 | 1 918 | 14,03 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 18 551 | 62,51 | 933 | 63,80 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 56 785 | 2,83 | 2 855 | 3,59 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 1 368 | 0,00 | 69 | 0,00 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 43 575 | 3,25 | 2 | 0,00 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 891 034 | 2,41 | 44 792 | 3,17 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 174 | 210 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6 372 | −39,69 | 320 | −39,28 | ||||
2025-07-23 | 13F | Financial Life Advisors | 53 949 | 15,38 | 2 712 | 16,25 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 8 403 | 422 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 235 | −1,20 | 62 | 0,00 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 745 423 | 17,43 | 37 472 | 18,31 | ||||
2025-07-17 | 13F | Poinciana Advisors Group, Llc | 98 277 | −4,26 | 4 940 | −3,55 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 5 054 | 0,64 | 252 | 0,40 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 5 088 | −8,14 | 256 | −7,61 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 38 170 | 1,71 | 1 919 | 2,46 | ||||
2025-07-25 | 13F | Cwm, Llc | 13 776 | −21,83 | 1 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 100 | −47,64 | 5 | −44,44 | ||||
2025-08-05 | 13F | Wellington Shields & Co., LLC | 14 000 | 0,00 | 704 | 0,72 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 9 691 | 29,06 | 487 | 30,21 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9 306 | 7,45 | 468 | 8,10 | ||||
2025-08-26 | NP | LCR - Leuthold Core ETF | 15 451 | 777 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | WAVLX - Wavelength Interest Rate Neutral Fund | 131 646 | 14,33 | 6 585 | 15,65 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2 705 | 647,24 | 148 | 722,22 | ||||
2025-08-20 | 13F | Monarch Capital Management Inc/ | 50 836 | −3,61 | 2 556 | −2,89 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 27 976 | −0,33 | 1 406 | 0,43 | ||||
2025-07-29 | 13F | Ballast, Inc. | 4 190 | 211 | ||||||
2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 17 008 | −1,39 | 855 | −0,58 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 4 370 | 2,32 | 220 | 2,82 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 102 026 | 28,23 | 5 129 | 29,17 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 16 440 | 0,00 | 826 | 0,73 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 85 794 | 0,79 | 4 313 | 1,53 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 251 | −83,33 | 13 | −84,00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 9 133 | 459 | ||||||
2025-07-31 | 13F | GenTrust, LLC | 15 337 | 0,01 | 771 | 0,78 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 5 714 | −2,41 | 286 | −2,40 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 0 | −100,00 | 0 | |||||
2025-06-26 | NP | MSTBX - Morningstar Defensive Bond Fund | 35 418 | 40,47 | 1 778 | 44,32 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 174 589 | 2,42 | 8 777 | 3,19 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 1 618 829 | 14,90 | 81 379 | 15,75 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 156 947 | 1,66 | 7 890 | 2,41 | ||||
2025-08-12 | 13F | Private Harbour Investment Management & Counsel, LLC | 12 870 | 0,00 | 647 | 0,62 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 5 670 | 0,00 | 285 | 1,06 | ||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 220 503 | 27,73 | 11 085 | 28,67 | ||||
2025-08-13 | 13F | Crabel Capital Management, LLC | 37 787 | 25,49 | 1 900 | 26,43 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 246 | 0,00 | 12 | 0,00 | ||||
2025-07-30 | 13F | Fiduciary Planning LLC | 501 973 | −11,12 | 25 234 | −10,46 | ||||
2025-08-06 | 13F | Washington Trust Bank | 24 785 | 4,26 | 1 246 | 4,97 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 6 189 | −42,07 | 311 | −41,65 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 9 590 | 0,00 | 482 | 0,84 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 117 787 | 5 921 | ||||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 175 637 | 1,95 | 8 829 | 2,71 | ||||
2025-08-08 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 2 055 | 0,00 | 103 | 0,98 | ||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 216 060 | 5,01 | 10 861 | 5,80 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 28 738 | −2,56 | 1 445 | −1,84 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 25 710 | 5,62 | 1 292 | 6,43 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 7 104 | 0,00 | 357 | 0,85 | ||||
2025-07-15 | 13F | Seven Post Investment Office LP | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 263 217 | 3,35 | 13 232 | 4,12 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 20 535 | −7,37 | 1 032 | −6,69 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 18 330 | −8,06 | 921 | −7,34 | ||||
2025-05-14 | 13F | Susquehanna International Group, Llp | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-08-13 | 13F | Financial & Tax Architects, LLC | 283 182 | 14 236 | ||||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 114 205 | 222,86 | 5 741 | 225,27 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 95 897 | −49,46 | 4 821 | −49,09 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 758 511 | 1,39 | 38 130 | 2,14 | ||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Hoese & Co LLP | 1 561 | 279,81 | 78 | 290,00 | ||||
2025-07-07 | 13F | Shotwell Rutter Baer Inc | 90 648 | 1,66 | 4 512 | 1,39 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11 310 | −71,51 | 569 | −71,31 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 291 | 15 | ||||||
2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1 561 | 0,00 | 78 | 1,30 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 14 212 | 714 | ||||||
2025-07-25 | 13F | Van Strum & Towne Inc. | 421 711 | 34,67 | 21 199 | 35,67 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 237 600 | 83,38 | 11 944 | 84,75 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 149 449 | 30,85 | 7 513 | 31,81 | ||||
2025-08-13 | 13F | Keystone Financial Group | 4 004 | −1,72 | 201 | −0,99 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 122 013 | 5,21 | 6 134 | 5,98 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 81 555 | 14,29 | 4 100 | 15,14 | ||||
2025-07-31 | 13F | BIP Alliance, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 49 954 | 106,08 | 2 511 | 107,69 | ||||
2025-07-29 | 13F | Lutz Financial Services LLC | 85 938 | −12,41 | 4 320 | −11,75 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 49 085 | 8,45 | 2 467 | 9,26 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 5 256 | 0,00 | 264 | 0,76 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 28 772 | 3,16 | 1 446 | 3,95 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 385 | 158,88 | 70 | 165,38 | ||||
2025-08-29 | NP | Aspiriant Risk-managed Real Asset Fund | 2 226 | 0,00 | 112 | 0,00 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 24 738 | −9,08 | 1 244 | −8,40 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 6 310 | −2,86 | 317 | −2,16 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 118 247 | 17,19 | 5 944 | 18,08 | ||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 46 671 | −4,01 | 2 346 | −3,30 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 119 401 | 16,83 | 6 002 | 17,71 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Coastline Trust Co | 1 470 | 0,00 | 74 | 0,00 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 11 795 | 0,00 | 593 | 0,68 | ||||
2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Red Wave Investments LLC | 5 997 | 0,00 | 301 | 0,67 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 2 724 | 0 | ||||||
2025-07-14 | 13F | Matrix Trust Co | 30 119 | −10,79 | 2 | 0,00 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 335 992 | 0,78 | 16 890 | 1,53 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | S.A. Mason LLC | 31 864 | 0,00 | 1 602 | 0,76 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 7 176 | −4,85 | 361 | −4,26 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 21 172 | 20,44 | 1 064 | 21,32 | ||||
2025-07-15 | 13F | Graypoint LLC | 29 927 | 1,02 | 1 504 | 1,76 | ||||
2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 365 155 | 1,83 | 18 356 | 2,59 | ||||
2025-05-05 | 13F | Hazlett, Burt & Watson, Inc. | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Heritage Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8 507 046 | 39,03 | 427 649 | 40,06 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 76 553 | −7,43 | 3 848 | −6,74 | ||||
2025-07-21 | 13F | Hilltop National Bank | 3 313 | −21,57 | 167 | −18,63 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 119 | 0,00 | 6 | 0,00 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 599 | 2 296,00 | 30 | 2 900,00 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 317 140 | −0,02 | 15 943 | 0,72 | ||||
2025-07-17 | 13F | Sfm, Llc | 69 605 | 3 499 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 175 662 | −5,61 | 9 | −11,11 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 289 | 15 | ||||||
2025-07-09 | 13F | Baron Financial Group, LLC | 259 940 | −0,85 | 13 067 | −0,11 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 2 087 | 5,35 | 105 | 6,12 | ||||
2025-08-12 | 13F | Heritage Trust Co | 57 910 | −0,99 | 2 911 | −0,24 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 89 968 | 19,59 | 4 523 | 20,49 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 186 159 | 76,61 | 9 358 | 77,94 | ||||
2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 51 415 | −4,93 | 2 585 | −1,52 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 131 945 | −0,11 | 6 633 | 0,62 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 12 620 | 9,31 | 634 | 10,07 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 22 340 | −3,62 | 1 123 | −2,85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 9 990 | −15,11 | 502 | −14,48 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 28 120 | 0,52 | 1 407 | 0,86 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 529 903 | 0,26 | 26 638 | 1,00 | ||||
2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 120 237 | −0,13 | 6 044 | 0,62 | ||||
2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 4 767 | 0,17 | 240 | 0,84 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 8 024 | 403 | ||||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 17 159 | 9,52 | 1 | |||||
2025-07-23 | 13F | Center For Asset Management LLC | 19 049 | 34,12 | 922 | 30,08 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 732 394 | 77,49 | 87 088 | 78,81 | ||||
2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 182 270 | 4,86 | 9 080 | 4,67 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 13 441 | 2,67 | 676 | 3,37 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 19 527 | 18,97 | 982 | 19,78 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 160 439 | 3,46 | 8 065 | 4,23 | ||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 44 296 | −0,95 | 2 227 | −0,22 | ||||
2025-08-06 | 13F | Legacy Bridge, LLC | 2 588 | 0,00 | 130 | 0,78 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 74 973 | 4,60 | 3 769 | 5,37 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 149 | 0,00 | 7 | 0,00 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 78 646 | −22,22 | 3 954 | −21,65 | ||||
2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 690 314 | −1,22 | 34 591 | −1,06 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 5 727 | 10,05 | 288 | 10,81 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 66 007 | 189,14 | 3 318 | 191,56 | ||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 4 508 | −12,16 | 227 | −8,87 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 90 751 | −0,56 | 4 562 | −0,04 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 512 211 | 24,64 | 25 747 | 25,56 | ||||
2025-07-25 | 13F | FIDELIS iM, LLC | 190 116 | −8,14 | 9 557 | 95 470,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 96 500 | −28,31 | 4 851 | −27,72 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 137 | 359 | ||||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 406 | 0,00 | 20 | 0,00 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 2 624 | 0,08 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 9 400 | 473 | ||||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1 287 | 0,23 | 65 | 0,00 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 359 042 | −9,02 | 18 049 | −8,34 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 10 527 | 529 | ||||||
2025-07-18 | 13F | Lynx Investment Advisory | 7 033 | 2,03 | 354 | 2,92 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 84 718 | 9,64 | 4 259 | 10,45 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 81 211 | −9,03 | 4 082 | −8,35 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 7 803 | 18,57 | 392 | 19,51 | ||||
2025-08-12 | 13F | MAI Capital Management | 55 720 | 13,01 | 2 801 | 13,86 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 63 527 | −3,53 | 3 194 | −2,83 | ||||
2025-07-23 | 13F | HMV Wealth Advisors, LLC | 12 540 | 25,90 | 630 | 26,76 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 7 021 | 9,09 | 353 | 9,66 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 21 492 | −2,80 | 1 080 | −2,09 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 4 429 | 0,00 | 223 | 0,91 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 12 552 | 8,94 | 625 | 8,89 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27 788 | −1,15 | 1 397 | −0,43 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 14 915 | −3,62 | 750 | −2,98 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 18 581 | −35,75 | 934 | −35,27 | ||||
2025-07-18 | 13F | First Pacific Financial | 655 | 33 | ||||||
2025-07-31 | 13F | Sharper & Granite LLC | 52 543 | −3,33 | 2 619 | −3,47 | ||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 61 689 | 7,10 | 3 101 | 7,90 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 11 684 | −15,06 | 587 | −14,43 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 4 518 | −13,23 | 227 | −12,36 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 51 862 | 12,29 | 2 607 | 13,15 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 185 | 210 | ||||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4 234 | 0,00 | 213 | 0,47 | ||||
2025-08-13 | 13F | Portland Global Advisors LLC | 354 172 | −4,26 | 17 804 | −3,55 | ||||
2025-05-13 | 13F | Adams Wealth Management | 12 618 | 2,92 | 630 | 6,07 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 52 | 0,00 | 3 | 0,00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12 641 | 82,73 | 631 | 88,62 | ||||
2025-04-10 | 13F | Arrien Investments, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 22 331 | 10,08 | 1 123 | 10,87 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 9 108 | 0,50 | 458 | 1,11 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4 354 | 0,00 | 219 | 0,93 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 19 749 | 0,19 | 993 | 0,92 | ||||
2025-07-30 | 13F | Denali Advisors Llc | 9 686 | −0,67 | 487 | 0,00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 16 764 | 0,00 | 843 | 0,72 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 4 215 | −29,18 | 212 | −28,96 | ||||
2025-08-14 | 13F | 10Elms LLP | 594 | 0,00 | 30 | 0,00 | ||||
2025-07-18 | 13F | TPG Advisors LLC | 16 011 | 3,59 | 805 | 4,28 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 348 632 | 0,87 | 17 526 | 1,61 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5 424 | 5,85 | 273 | 7,09 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 122 968 | −2,60 | 6 182 | −1,89 | ||||
2025-04-10 | 13F | Bremer Bank National Association | 5 500 | 0,00 | 274 | 3,01 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 13 857 | 19,85 | 697 | 20,83 | ||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 33 465 | −7,78 | 1 682 | −7,07 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 6 047 | 18,31 | 304 | 18,82 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 6 | 0 | ||||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 171 191 | 1,30 | 8 606 | 2,04 | ||||
2025-07-28 | 13F | Morningstar Investment Management LLC | 78 982 | 123,00 | 4 | 200,00 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 15 574 | 0,00 | 1 | |||||
2025-07-22 | 13F | Old National Bancorp /in/ | 5 500 | 276 | ||||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 14 633 | 10,40 | 736 | 11,20 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 36 559 | 0,97 | 1 821 | 0,83 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 117 | −55,34 | 6 | −61,54 | ||||
2025-08-12 | 13F | Timber Creek Capital Management LLC | 110 020 | 4,00 | 5 526 | 4,70 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 182 988 | −0,17 | 9 199 | 0,57 | ||||
2025-08-12 | 13F | LPL Financial LLC | 16 610 699 | 11,80 | 835 020 | 12,63 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 49 | 2 | ||||||
2025-07-08 | 13F | Apella Capital, LLC | 439 854 | −6,34 | 21 931 | −6,13 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 149 685 | 0,65 | 7 525 | 1,39 | ||||
2025-07-31 | 13F/A | Avion Wealth | 16 634 | 16,71 | 1 | |||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 96 | 0,00 | 5 | 0,00 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 34 902 | 0,00 | 1 755 | 0,75 | ||||
2025-08-14 | 13F | Colony Group, LLC | 3 233 550 | 4,20 | 162 551 | 4,97 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 2 000 | 0,00 | 100 | 3,13 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 4 830 | 0,00 | 243 | 0,41 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 4 190 | 0,00 | 211 | 0,48 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 112 | 1,93 | 257 | 2,40 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 49 550 | −9,89 | 2 491 | −9,22 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 90 491 | 1,77 | 4 549 | 2,55 | ||||
2025-08-11 | 13F | Tidemark, LLC | 535 | −8,39 | 27 | −10,34 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 244 513 | 6,21 | 12 292 | 7,00 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 8 348 | 1,21 | 420 | 1,95 | ||||
2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 743 738 | 36,74 | 37 343 | 40,47 | ||||
2025-07-10 | 13F | Envision Financial LLC | 11 434 | −4,33 | 575 | −3,69 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 35 430 | −2,91 | 1 781 | −2,14 | ||||
2025-08-14 | 13F | Navigoe, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | New York Life Investment Management Llc | 975 383 | 30,36 | 49 033 | 31,33 | ||||
2025-07-15 | 13F | Tenon Financial LLC | 5 064 | 0,18 | 255 | 0,79 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 165 465 | 2,70 | 8 318 | 3,45 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 51 796 | 5,75 | 2 604 | 6,51 | ||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 68 760 | −11,21 | 3 457 | −10,56 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 140 069 | −7,25 | 7 041 | −6,56 | ||||
2025-08-07 | 13F | Midwest Trust Co | 23 653 | 1 189 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 23 276 | −5,39 | 1 170 | −4,65 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 471 | −10,78 | 225 | −10,40 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 88 168 | 48,49 | 4 432 | 49,63 | ||||
2025-05-15 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 5 267 | 5,07 | 265 | 5,60 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 117 | 0,00 | 6 | 0,00 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 345 | −7,37 | 68 | −4,29 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 6 429 | 0,99 | 323 | 1,89 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 59 307 | 4,75 | 2 981 | 5,52 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 473 | 0,00 | 24 | 0,00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 976 577 | 0,15 | 99 362 | 0,90 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 176 527 | 86,86 | 8 874 | 88,23 | ||||
2025-08-11 | 13F | Plum Street Advisors, LLC | 93 364 | 49,37 | 4 693 | 50,46 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 38 359 | −3,87 | 1 928 | −3,16 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 56 981 | −0,29 | 2 864 | 0,46 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 101 983 | −2,74 | 5 127 | −2,03 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2 000 | 0,00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 13 228 | −4,65 | 665 | −4,05 | ||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 129 340 | 18,11 | 6 502 | 18,98 | ||||
2025-08-11 | 13F | Citigroup Inc | 71 172 | 8,50 | 3 578 | 9,29 | ||||
2025-08-18 | 13F | Old North State Trust, LLC | 7 456 | −75,78 | 0 | −100,00 | ||||
2025-06-24 | NP | TNMAX - 1290 Multi-Alternative Strategies Fund Class A | 55 090 | 19,92 | 2 766 | 23,21 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 14 433 | 59,50 | 726 | 60,75 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 305 744 | 10,10 | 15 370 | 10,91 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 45 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 156 890 | 18,34 | 7 887 | 19,21 | ||||
2025-08-11 | 13F | Johnson Financial Group, LLC | 8 536 | −14,03 | 429 | −13,33 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 39 939 | 2 | ||||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 0 | −100,00 | 0 | |||||
2025-08-19 | NP | GARTX - Goldman Sachs Absolute Return Tracker Fund Class A | 7 487 400 | 62,76 | 376 392 | 63,97 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 51 478 | −24,19 | 2 587 | −24,00 | ||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 5 664 | 6,43 | 285 | 7,17 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 104 154 | −20,45 | 5 236 | −19,87 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 811 905 | 40 814 | ||||||
2025-07-21 | 13F | Successful Portfolios LLC | 22 631 | −1,64 | 1 138 | −0,96 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | PFG Investments, LLC | 4 914 | −10,13 | 247 | −9,19 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 152 555 | 10,23 | 7 669 | 11,03 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 5 534 | 0,00 | 278 | 0,72 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 2 333 | −4,66 | 117 | −4,10 | ||||
2025-08-12 | 13F | Change Path, LLC | 20 781 | −28,98 | 1 045 | −28,49 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 84 618 | −2,86 | 4 254 | −2,14 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 18 405 | −1,74 | 925 | −0,96 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 53 826 | 9,85 | 2 706 | 10,63 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 5 382 | 11,04 | 271 | 12,50 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 12 069 | 166,54 | 607 | 169,33 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 783 | 77,55 | 39 | 77,27 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 42 137 | −8,97 | 2 118 | −8,27 | ||||
2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 13 442 | −0,39 | 676 | 0,30 | ||||
2025-08-05 | 13F | Garrison Bradford & Associates Inc | 500 | 0,00 | 25 | 4,17 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 15 825 | −50,64 | 796 | −50,28 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 | 0 | ||||||
2025-08-06 | 13F | Prospera Financial Services Inc | 16 163 | −19,05 | 812 | −18,47 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 22 899 | 81,15 | 1 151 | 82,70 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 12 664 | 0,00 | 637 | 0,79 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 10 941 | 0,00 | 546 | 0,00 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 7 826 | 10,52 | 393 | 11,33 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 16 065 | −73,05 | 808 | −72,86 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 56 177 | −0,56 | 2 824 | 0,18 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 42 697 | −7,41 | 2 146 | −6,74 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 16 298 | −10,70 | 819 | −10,00 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 100 816 | 5,36 | 5 068 | 6,16 | ||||
2025-07-10 | 13F | Rockland Trust Co | 5 100 | 0,00 | 256 | 0,79 | ||||
2025-05-02 | 13F | Signaturefd, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 6 097 | 0,00 | 306 | 0,66 | ||||
2025-08-01 | 13F | Banco Santander, S.A. | 130 387 | 0,00 | 6 555 | 0,74 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 13 516 | −29,19 | 679 | −28,68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 821 | 46,56 | 3 007 | 47,91 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 063 | 355 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Multi-Alternative Strategies Portfolio Class IB | 27 160 | 13,64 | 1 365 | 14,51 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 5 115 | 257 | ||||||
2025-08-13 | 13F | Scotia Capital Inc. | 136 026 | 1,04 | 6 838 | 1,80 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 150 193 | 8,63 | 7 477 | 8,36 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 358 303 | 13,37 | 18 012 | 14,20 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 323 910 | 8,42 | 16 283 | 9,22 | ||||
2025-08-13 | 13F | Alerus Financial Na | 23 | 1 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 5 111 | 257 | ||||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 3 038 | −7,43 | 0 | |||||
2025-07-07 | 13F | Wesbanco Bank Inc | 13 215 | 3,95 | 664 | 4,73 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 1 055 700 | −40,00 | 53 070 | −39,56 | ||||
2025-07-29 | 13F | Alaska Permanent Capital Management | 429 236 | 2,84 | 21 569 | 3,61 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 2 413 921 | 0,81 | 121 348 | 1,55 | ||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 54 038 | −2,64 | 2 716 | −1,91 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 60 399 | 9,22 | 3 036 | 10,04 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 5 025 | 0,00 | 253 | 1,61 | ||||
2025-07-09 | 13F | Aurelius Family Office LLC | 179 811 | 0,67 | 9 039 | 1,41 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 85 948 | 4 321 | ||||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 574 887 | 3,23 | 28 687 | 6,38 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 33 468 | 1 682 | ||||||
2025-08-07 | 13F | Efficient Advisors, LLC | 635 198 | −1,93 | 31 931 | −1,20 | ||||
2025-08-12 | 13F | Tableaux Llc | 12 733 | 1 352 | ||||||
2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 247 | 0,00 | 62 | 0,00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 822 502 | 3,00 | 41 347 | 3,76 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 29 236 | −0,35 | 1 470 | 0,34 | ||||
2025-08-05 | 13F | Golden Bell Financial Planning LLC | 4 253 | 0,21 | 214 | 0,95 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Woodward Diversified Capital, Llc | 20 719 | 107,67 | 1 042 | 109,46 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 141 926 | 140,91 | 7 135 | 142,74 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Apriem Advisors | 49 956 | −0,01 | 2 511 | 0,72 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 68 950 | 6,79 | 3 466 | 7,61 | ||||
2025-08-06 | 13F | Florin Court Capital LLP | 48 100 | 0,00 | 2 418 | 0,71 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 46 632 | 0,00 | 2 344 | 0,77 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 132 | 0,00 | 509 | 0,79 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 46 848 | 3,08 | 2 355 | 3,88 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 14 974 | 2,54 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 24 548 | 220,22 | 1 234 | 223,04 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 170 | 260 | ||||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 131 888 | −1,61 | 6 630 | −0,88 | ||||
2025-08-04 | 13F | Hutchinson Capital Management/ca | 87 714 | 2,42 | 4 409 | 3,18 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 2 041 | 0,00 | 103 | 0,99 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 10 673 | 10,34 | 537 | 11,20 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 429 | 424 | ||||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 5 054 | −27,49 | 254 | −27,30 | ||||
2025-06-30 | 13F/A | Deutsche Bank Ag\ | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Nbt Bank N A /ny | 547 | 21,02 | 28 | 22,73 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 88 073 | 16,99 | 4 427 | 17,86 | ||||
2025-04-14 | 13F | BCS Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Able Wealth Management LLC | 4 002 | 201 | ||||||
2025-08-14 | 13F | SWAN Capital LLC | 131 982 | −48,44 | 6 635 | −48,07 | ||||
2025-04-16 | 13F | Martel Wealth Advisors Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3 932 999 | 10,40 | 197 712 | 11,22 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 109 599 | 142,33 | 5 510 | 144,19 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 4 146 | −0,79 | 208 | 0,00 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 27 239 | 17,73 | 1 | 0,00 | ||||
2025-07-31 | 13F | Allied Investment Advisors, LLC | 4 014 | 202 | ||||||
2025-08-13 | 13F | Boston Family Office Llc | 250 836 | 10,09 | 13 | 9,09 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 45 722 | 2,11 | 2 298 | 2,86 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 64 838 | 0,57 | 3 259 | 1,31 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 93 644 | −5,84 | 4 707 | −5,14 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 70 166 | 147,27 | 3 527 | 149,26 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 30 216 | −0,14 | 1 519 | 0,60 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 53 089 | 24,78 | 2 656 | 26,25 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 696 | 0,29 | 35 | 3,03 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 25 836 915 | 39,18 | 1 298 822 | 40,21 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 317 932 | 3,03 | 15 982 | 3,80 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 8 400 | 422 | |||||
2025-07-15 | 13F | Aspire Capital Advisors LLC | 145 119 | 7 295 | ||||||
2025-08-14 | 13F | Certified Advisory Corp | 97 684 | −0,38 | 4 911 | 0,35 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 10 258 | −85,58 | 514 | −85,58 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 211 | 0,00 | 262 | 0,38 | ||||
2025-07-15 | 13F | Define Financial, Llc | 420 776 | 2,44 | 21 152 | 3,88 | ||||
2025-08-26 | NP | USAF - Atlas America Fund | 3 011 | 151 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 | 0,00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 1 301 | 0,00 | 65 | 1,56 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7 095 | −6,37 | 357 | −5,82 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 265 | 1 938,46 | 0 | |||||
2025-08-08 | 13F | Oak Harvest Investment Services | 26 540 | 13,73 | 1 334 | 14,60 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 34 555 | −55,92 | 2 | −66,67 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5 896 | 6,45 | 296 | 7,25 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 38 335 | 2,15 | 1 927 | 6,05 | ||||
2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 44 853 | 0,72 | 2 255 | 1,44 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 54 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 600 944 | 6,97 | 30 209 | 7,76 | ||||
2025-08-05 | 13F | Avant Financial Advisors LLC | 45 265 | 5,58 | 2 275 | 6,36 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 851 922 | −1,07 | 42 826 | −0,34 | ||||
2025-07-23 | 13F | Slow Capital, Inc. | 2 838 | 143 | ||||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 5 652 | −4,22 | 284 | −3,40 | ||||
2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 413 | 0,11 | 222 | 0,91 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 85 037 | 26,94 | 4 275 | 27,89 | ||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 226 793 | 7,18 | 11 401 | 7,96 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 802 876 | 7,68 | 40 361 | 8,47 | ||||
2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Level Wealth Management LLC | 4 360 | 0,00 | 219 | 0,92 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 67 709 | −63,25 | 3 404 | −62,98 | ||||
2025-07-11 | 13F | Colorado Capital Management, Inc. | 187 964 | 4,70 | 9 | 12,50 | ||||
2025-07-02 | 13F | Marotta Asset Management | 626 240 | −3,22 | 31 481 | −1,33 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 80 582 | 3,76 | 4 051 | 4,52 | ||||
2025-05-05 | 13F | Nwam Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Webster Bank, N. A. | 305 470 | 273,29 | 15 356 | 276,07 | ||||
2025-08-14 | 13F | Comerica Bank | 31 255 | 2,69 | 1 571 | 3,49 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 225 052 | −4,64 | 11 313 | −3,93 | ||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 6 137 765 | 2,30 | 308 545 | 3,06 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 1 345 | −6,40 | 67 | −2,90 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 18 460 | 28,60 | 928 | 29,61 | ||||
2025-07-08 | 13F | Lpwm Llc | 257 351 | 0,35 | 12 937 | 1,10 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 697 461 | 3 242,25 | 35 061 | 3 268,01 | ||||
2025-08-14 | 13F | Betterment LLC | 1 733 107 | −14,01 | 87 | −13,00 | ||||
2025-05-09 | 13F | Cedar Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 4 891 | 246 | ||||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 44 448 | −1,30 | 2 234 | −0,58 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 8 144 | 0,06 | 409 | 0,74 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 11 972 | −21,38 | 602 | −20,82 | ||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 276 304 | 2,15 | 13 771 | 2,11 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 5 623 | −0,07 | 283 | 0,71 | ||||
2025-07-18 | 13F | Truist Financial Corp | 190 449 | 2,52 | 9 574 | 3,27 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 451 | 18,64 | 827 | 19,54 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | GeoWealth Management, LLC | 5 590 | −83,89 | 281 | −83,77 | ||||
2025-08-06 | 13F | Equity Investment Corp | 44 488 | 0,00 | 2 236 | 0,77 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Satovsky Asset Management Llc | 1 537 781 | 1,37 | 77 292 | 2,02 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 289 | −59,47 | 15 | −60,00 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 59 821 | 0,76 | 2 992 | 0,71 | ||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 20 | 0,00 | 1 | |||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 13 174 | 69,35 | 662 | 70,62 | ||||
2025-07-18 | 13F | Financial Consulate, Inc | 468 427 | 4,52 | 23 548 | 5,29 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 376 151 | 9,56 | 18 909 | 10,38 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 6 253 | −24,53 | 314 | −23,97 | ||||
2025-07-11 | 13F | Skyline Advisors, Inc. | 11 564 | 581 | ||||||
2025-05-02 | 13F | BlackRock, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Guild Investment Management, Inc. | 33 320 | 0,00 | 1 675 | 0,72 | ||||
2025-08-13 | 13F | JT Stratford LLC | 26 550 | 8,51 | 1 335 | 9,34 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 2 | −71,43 | 0 | |||||
2025-08-14 | 13F | Archetype Wealth Partners | 11 102 | 0,00 | 1 | |||||
2025-07-07 | 13F | Investors Research Corp | 435 | −9,19 | 22 | −8,70 | ||||
2025-08-11 | 13F | Bulltick Wealth Management, LLC | 24 662 | 1,72 | 1 240 | 2,48 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 299 674 | 30,87 | 15 | 36,36 | ||||
2025-05-15 | 13F | Modern Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 15 387 | 773 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 586 133 | 10,79 | 29 465 | 11,61 | ||||
2025-05-05 | 13F | Partners in Financial Planning | 6 874 | 2,40 | 321 | 0,31 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 7 797 | 47,70 | 392 | 48,67 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 46 851 | −0,13 | 2 355 | 0,64 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 9 276 | 5,06 | 466 | 5,91 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1 722 | −12,54 | 87 | −12,24 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 70 192 | 11,56 | 3 529 | 12,39 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 619 | 0,00 | 31 | 3,33 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 6 941 794 | 13,35 | 348 964 | 14,19 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 18 801 | 29,64 | 945 | 30,71 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 10 124 | −20,44 | 509 | −19,87 | ||||
2025-07-09 | 13F | Emprise Bank | 322 208 | 3,52 | 16 197 | 4,29 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 118 095 | −8,16 | 6 | −16,67 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 69 644 | 2,14 | 3 501 | 2,91 | ||||
2025-08-25 | NP | TINIX - AXS Tactical Income Fund Class I Shares | 36 218 | 18,31 | 1 821 | 19,19 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 35 407 | 42,17 | 1 778 | 43,27 | ||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 62 | −4,62 | 3 | |||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 3 | 0,00 | 0 | |||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 79 677 | 17,43 | 4 005 | 18,32 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 184 918 | −0,48 | 9 296 | 0,26 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 190 439 | 73,53 | 9 573 | 74,82 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 22 999 | −0,19 | 1 156 | 0,61 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 309 311 | −1,62 | 15 549 | −0,89 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 5 453 | −16,00 | 274 | −15,17 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 20 598 | −49,25 | 1 026 | −49,18 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 151 599 | 3,49 | 7 621 | 4,26 | ||||
2025-05-05 | 13F | ETF Store, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 4 810 623 | 13,27 | 241 830 | 14,11 | ||||
2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 19 273 | 1 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 4 699 | 0,02 | 236 | 0,85 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 8 231 | −1,79 | 414 | −1,20 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 361 449 | 17 | ||||||
2025-07-07 | 13F | Versant Capital Management, Inc | 1 000 | 0,00 | 50 | 2,04 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 48 949 | −30,20 | 2 461 | −29,69 | ||||
2025-08-07 | 13F | Allworth Financial LP | 180 619 | −11,64 | 9 080 | −10,89 | ||||
2025-08-05 | 13F | Tsfg, Llc | 186 | 0,00 | 0 | |||||
2025-07-17 | 13F | Chicago Capital, LLC | 6 553 | 0,00 | 329 | 0,92 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 52 100 | 247,33 | 2 619 | 250,13 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 131 311 | −46,50 | 6 601 | −46,10 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 22 587 | 1 135 | ||||||
2025-07-03 | 13F | Lam Group, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 9 | 0 | ||||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 57 514 | 119,32 | 2 891 | 121,02 | ||||
2025-08-27 | NP | XFLX - FundX Flexible ETF | 104 224 | 5 239 | ||||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Fischer Financial Services, Inc. | 15 690 | 6,12 | 787 | 6,78 | ||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 11 496 | 10,53 | 578 | 11,18 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 87 791 | 2,38 | 4 381 | 5,52 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 58 479 | 2 940 | ||||||
2025-07-10 | 13F | Wedmont Private Capital | 5 094 | 0,73 | 254 | 1,60 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 14 596 | −92,88 | 1 | −100,00 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 5 789 | 291 | ||||||
2025-08-13 | 13F | Northern Trust Corp | 62 253 | 0,00 | 3 129 | 0,74 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 134 | 0,00 | 7 | 0,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 233 940 | 9,45 | 11 759 | 10,26 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 25 950 | 34,95 | 1 305 | 35,97 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 6 560 | −3,12 | 330 | −2,37 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 3 400 | 0,00 | 171 | 0,59 | ||||
2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 28 031 | 1,89 | 1 409 | 2,70 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 295 644 | 5,17 | 14 862 | 5,95 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 189 305 | −39,72 | 9 516 | −39,28 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 13 624 | 685 | ||||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 374 | 0,00 | 220 | 0,46 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 375 | 0,00 | 19 | 0,00 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 18 859 | 3,97 | 948 | 4,75 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 115 740 | 2,63 | 5 818 | 3,39 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 98 | −1,01 | 5 | 0,00 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 18 782 | 944 | ||||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 2 294 | 0,22 | 115 | 0,88 | ||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 5 165 | 0,00 | 260 | 0,78 | ||||
2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 61 925 | −8,71 | 3 113 | −8,04 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3 296 | −9,53 | 0 | |||||
2025-08-11 | 13F | AXS Investments LLC | 36 218 | 18,31 | 1 821 | 19,19 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 4 827 | −53,21 | 243 | −52,92 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 9 158 | 11,10 | 460 | 11,92 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 95 426 | −5,50 | 4 797 | −4,80 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 40 958 | −11,21 | 2 | 0,00 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 953 | −8,45 | 48 | −7,84 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 75 889 | 4,34 | 3 815 | 5,10 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 5 317 | 0,09 | 267 | 0,75 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 3 687 | 185 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 4 515 | 2,10 | 227 | 2,73 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 263 944 | 14,60 | 13 268 | 15,44 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 223 | 0,45 | 11 | 0,00 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 78 820 | −3,28 | 3 926 | −3,44 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 127 | 0,00 | 6 | 0,00 | ||||
2025-07-17 | 13F | Spartan Planning & Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | FDx Advisors, Inc. | 25 767 | 2,43 | 1 | 0,00 | ||||
2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 4 801 | 13,34 | 241 | 14,22 | ||||
2025-07-18 | 13F | Rogco, Lp | 482 | 0,00 | 24 | 0,00 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 965 | −10,73 | 49 | −9,43 | ||||
2025-04-15 | 13F | Shira Ridge Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 395 | 0,19 | 874 | 0,92 | ||||
2025-08-13 | 13F | Botty Investors LLC | 34 614 | 0,00 | 1 740 | 0,75 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 52 971 | −3,11 | 2 663 | −2,42 | ||||
2025-07-14 | 13F | Abound Wealth Management | 1 | 0,00 | 0 | |||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 20 | 0,00 | 1 | |||||
2025-08-14 | 13F | Essential Planning, LLC. | 114 552 | 2,17 | 5 759 | 2,93 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 513 725 | 32,14 | 25 825 | 33,12 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 18 583 | 5,76 | 927 | |||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 114 441 | −4,84 | 5 753 | −4,15 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 246 | 0,00 | 12 | 0,00 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 289 | 15 | ||||||
2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 385 767 | 46,05 | 19 392 | 47,14 | ||||
2025-07-07 | 13F | Trust Co | 147 292 | 39,20 | 7 404 | 40,23 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 10 170 | 492 | ||||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 5 555 | 0,85 | 277 | 1,47 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 109 699 | −43,57 | 5 515 | −43,15 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 62 816 | 913,98 | 3 158 | 921,68 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 53 324 | −3,25 | 2 681 | −2,55 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 3 125 | 0,00 | 157 | 1,29 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 10 639 | 1,12 | 535 | 1,91 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 5 727 | 10,05 | 288 | 10,81 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 8 494 | −84,47 | 427 | −84,31 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 55 243 | −1,02 | 2 777 | −0,29 | ||||
2025-08-13 | 13F | Rinkey Investments | 31 641 | −4,08 | 1 591 | −3,40 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 53 905 | 9,81 | 2 710 | 10,62 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 14 294 | −27,87 | 719 | −27,33 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 19 155 | 343,81 | 963 | 347,44 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 105 907 | 6,42 | 5 324 | 7,19 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 619 | 0,00 | 232 | 0,87 | ||||
2025-08-08 | 13F | Petix & Botte Co | 4 075 | 205 | ||||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 552 226 | 27 760 | ||||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 7 018 | 353 | ||||||
2025-08-04 | 13F | IFG Advisory, LLC | 55 691 | 7,32 | 2 800 | 8,11 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 0 | 0 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 4 600 | 231 | |||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 32 115 | 25,49 | 1 614 | 26,39 | ||||
2025-07-31 | 13F | TSA Wealth Managment LLC | 51 432 | 2 585 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 15 883 | −43,10 | 798 | −42,67 | ||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 49 731 | −18,58 | 2 500 | −17,95 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 78 064 | 0,96 | 3 924 | 1,71 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | TrueWealth Financial Partners | 182 092 | −1,12 | 9 154 | −0,39 | ||||
2025-07-16 | 13F | Embree Financial Group | 7 405 | −0,92 | 372 | 0,00 | ||||
2025-05-02 | 13F | Leelyn Smith, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 83 827 | −7,60 | 4 214 | −6,92 | ||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 26 367 | −2,26 | 1 325 | −1,56 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 35 673 | 5,90 | 1 793 | 6,73 | ||||
2025-08-05 | 13F | Compton Financial Group, LLC | 58 479 | −35,17 | 2 940 | −34,70 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 141 | 0,00 | 7 | 0,00 | ||||
2025-07-18 | 13F | SimpliFi, Inc. | 17 090 | 0,19 | 859 | 0,94 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 74 171 | 15,71 | 3 729 | 16,57 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 38 254 | −5,52 | 1 923 | −0,77 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 20 227 | −8,17 | 1 017 | −7,55 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 2 320 | 0,74 | ||||||
2025-07-29 | 13F | TFC Financial Management | 671 | 34 | ||||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 129 955 | 284,23 | 6 533 | 287,20 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 187 461 | 15,14 | 9 424 | 15,99 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 15 736 | 8,91 | 791 | 13,16 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 300 | 0,00 | 15 | 7,14 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 800 144 | 2,08 | 40 223 | 2,84 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 54 147 | −16,37 | 2 722 | −15,76 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 698 | 5,31 | 236 | 6,31 | ||||
2025-08-27 | NP | XRLX - FundX Conservative ETF | 55 379 | 2 784 | ||||||
2025-04-18 | 13F | Rakuten Securities, Inc. | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Archvest Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 18 412 | 926 | ||||||
2025-08-05 | 13F | Connable Office Inc | 345 339 | 177,91 | 17 360 | 180,00 | ||||
2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 49 260 | 12,07 | 2 476 | 12,90 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 300 542 | 27,48 | 15 108 | 28,43 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 7 563 | −8,45 | 380 | −7,77 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 10 348 | 0,08 | 520 | 0,97 | ||||
2025-05-15 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 5 584 | 281 | ||||||
2025-08-05 | 13F | Sage Capital Management, LLC | 22 710 | −6,03 | 1 142 | −5,31 | ||||
2025-04-24 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5 100 | 0,00 | 256 | 0,79 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 13 | 0,00 | 1 | |||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 333 252 | −1,51 | 16 753 | −0,78 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 24 | 0,00 | 1 | 0,00 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 4 513 | 0,00 | 227 | 0,44 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 7 002 | 5,66 | 352 | 6,36 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 1 880 772 | 0,60 | 94 546 | 1,35 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1 259 | −10,46 | 63 | −10,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 574 | 69,76 | 632 | 71,27 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Aspiriant, Llc | 81 710 | 4 108 | ||||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1 | 0,00 | 0 | |||||
2025-08-12 | 13F | Vestor Capital, Llc | 1 473 | 36,77 | 0 | |||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 8 227 | 2,93 | 414 | 3,77 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 4 987 | −0,16 | 248 | 0,00 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 200 427 | 10 075 | ||||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 13 078 | −1,38 | 657 | −0,61 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 71 138 | 0,23 | 3 576 | 0,99 | ||||
2025-07-30 | 13F | Retirement Planning Group | 39 643 | 0,00 | 1 993 | 0,71 | ||||
2025-08-14 | 13F | Fmr Llc | 5 353 323 | −2,29 | 269 112 | −1,56 | ||||
2025-07-18 | 13F | Fmb Wealth Management | 6 184 | 0,00 | 311 | 0,65 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5 092 | 256 | ||||||
2025-07-29 | 13F | Commons Capital, Llc | 17 930 | −10,08 | 901 | −9,45 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 331 306 | −11,69 | 17 | −11,11 | ||||
2025-07-10 | 13F | Moller Financial Services | 678 478 | 6,06 | 34 107 | 6,85 | ||||
2025-07-02 | 13F/A | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Quadrature Capital Ltd | 92 836 | 4 667 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 177 912 | 1 410,03 | 8 944 | 1 468,95 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 11 157 | −3,44 | 561 | −2,78 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 495 257 | −0,46 | 24 897 | 0,28 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 9 216 | −1,58 | 463 | −0,86 | ||||
2025-07-16 | 13F | ORG Partners LLC | 844 | 42 | ||||||
2025-07-18 | 13F | Trilogy Capital Inc. | 8 790 | −1,35 | 442 | −0,68 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 59 125 | 17,62 | 2 972 | 18,50 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 253 | 25 200,00 | 13 | |||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 912 | −1,09 | 146 | 0,00 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 15 816 | 17,18 | 795 | 18,13 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 4 653 | −0,41 | 234 | 0,00 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 322 786 | −5,05 | 16 227 | −4,34 | ||||
2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 19 813 | −5,67 | 996 | −5,06 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 8 956 | 12,55 | 450 | 13,35 | ||||
2025-08-14 | 13F | Adventist Health System/ West | 766 010 | −20,75 | 38 507 | −20,16 | ||||
2025-05-22 | 13F | Wbi Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | 2 953 | 148 | ||||||
2025-08-14 | 13F | Nepc Llc | 65 564 | 0,00 | 3 296 | 0,73 | ||||
2025-04-30 | 13F | Brown Advisory Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 6 446 | −0,98 | 324 | 0,00 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 25 | 4,17 | 1 | 0,00 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 21 906 | 1,27 | 1 101 | 2,04 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 106 868 | −4,25 | 5 372 | −3,54 | ||||
2025-08-04 | 13F | Spire Wealth Management | 99 886 | 7,09 | 5 021 | 7,89 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 585 | 96,31 | 29 | 107,14 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 103 839 | −0,84 | 5 220 | −0,11 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 4 823 | 242 | ||||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 7 743 | 0,00 | 389 | 0,78 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 44 555 | 1,46 | 2 240 | 2,19 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3 737 | 0,00 | 188 | 0,54 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 51 200 | 5,19 | 2 574 | 5,97 | ||||
2025-08-06 | 13F | Nvwm, Llc | 220 319 | 605,11 | 11 075 | 610,39 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 505 | 0,00 | 25 | 0,00 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 49 031 | −0,65 | 2 453 | −0,37 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 1 638 | −0,24 | 82 | 1,23 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 084 092 | 5,32 | 205 307 | 6,10 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6 604 | −3,45 | 332 | −2,93 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 20 665 | −1,13 | 1 039 | −0,48 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 17 540 | 1,81 | 882 | 2,56 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 298 392 | 8,34 | 15 000 | 9,15 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 132 454 | 2,80 | 6 658 | 3,56 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 624 354 | 4 927,00 | 12 | −98,06 | ||||
2025-05-07 | 13F | Atlas Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 12 | 1 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 3 115 238 | −2,87 | 156 603 | −2,15 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 70 283 | 6,23 | 3 533 | 7,03 | ||||
2025-07-29 | 13F | Creekside Partners | 8 119 | 0,10 | 408 | 0,99 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 5 878 | 9,05 | 293 | 12,69 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 931 707 | 2,55 | 46 837 | 3,31 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 433 633 | 3,91 | 21 799 | 4,68 | ||||
2025-08-14 | 13F | Napa Wealth Management | 104 496 | 5 253 | ||||||
2025-04-29 | 13F | Financial Architects, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 160 646 | −0,14 | 8 | 0,00 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4 809 | 242 | ||||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 5 119 | −2,29 | 257 | −1,53 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 112 027 | 14,91 | 6 | 25,00 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 13 394 | 2,68 | 673 | 3,54 | ||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 55 093 | 1,52 | 2 770 | 2,25 | ||||
2025-08-04 | 13F | Atria Investments Llc | 69 512 | 22,54 | 3 494 | 23,46 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 1 076 000 | 15,36 | 54 091 | 16,22 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 195 | 0,00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 18 787 | −6,16 | 944 | −5,51 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 401 347 | 0,72 | 20 176 | 1,47 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 11 703 | −1,82 | 588 | −1,01 | ||||
2025-08-05 | 13F | Huntington National Bank | 1 495 | 14,22 | ||||||
2025-07-30 | 13F | Forum Financial Management, LP | 27 780 | 25,42 | 1 397 | 26,33 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 158 674 | 38,26 | 7 974 | 43,44 | ||||
2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 45 679 | −2,52 | 2 294 | 0,13 | ||||
2025-04-09 | 13F | McLean Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 3 164 619 | 17,38 | 159 085 | 18,25 |
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