Grundläggande statistik
| Institutionella ägare | 2453 total, 2449 long only, 0 short only, 4 long/short - change of 1,24% MRQ |
| Genomsnittlig portföljallokering | 1.3728 % - change of −9,51% MRQ |
| Institutionella aktier (lång) | 549 782 275 (ex 13D/G) - change of 0,52MM shares 0,09% MRQ |
| Institutionellt värde (lång) | $ 93 448 634 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Value ETF (US:VTV) har 2453 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 549,782,275 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Envestnet Asset Management Inc, UBS Group AG, Ameriprise Financial Inc, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, and Tiaa Trust, National Association .
Vanguard Index Funds - Vanguard Value ETF (ARCA:VTV) 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 22, 2025 is 185,81 / share. Previously, on September 23, 2024, the share price was 174,30 / share. This represents an increase of 6,60% 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.
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Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 111 | −10,16 | 553 | −7,69 | ||||
| 2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 37 720 | −31,44 | 6 667 | −29,86 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 139 387 | 3,50 | 24 635 | 5,90 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 102 185 | −3,84 | 18 060 | −1,61 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 35 761 | −2,19 | 6 320 | 0,08 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 132 453 | 16,02 | 24 | 21,05 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 3 601 | 1,55 | 636 | 3,92 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 231 920 | 2,05 | 41 328 | 18,34 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 12 411 | −0,16 | 2 194 | 2,14 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 8 458 | −4,84 | 1 495 | −2,67 | ||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 160 | 0,00 | 28 | 3,70 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 391 987 | 11,03 | 69 280 | 13,60 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 62 377 | 3,86 | 11 040 | 6,41 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 2 262 | 400 | ||||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 2 979 | 0,00 | 527 | 2,33 | ||||
| 2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 117 980 | 457,40 | 21 067 | 523,81 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 4 034 | 0,00 | 717 | 2,87 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 455 | 0,00 | 80 | 2,56 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 5 239 | 42,52 | 926 | 45,67 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 1 760 | −5,38 | 311 | −3,12 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 5 200 | 0,00 | 919 | 2,34 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 68 223 | −17,60 | 12 058 | −15,69 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 5 316 | 9,86 | 940 | 12,46 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 1 226 | −13,23 | 217 | −11,48 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4 057 | −0,71 | 717 | 1,70 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10 104 | 188,69 | 1 786 | 195,53 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 8 421 | 3,82 | 1 488 | 6,21 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 81 348 | −11,42 | 14 377 | −9,37 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 35 445 | 1,92 | 6 264 | 4,28 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 1 523 | −24,72 | 269 | −22,92 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 4 494 | −2,64 | 794 | −0,38 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 362 406 | 8,19 | 64 052 | 10,69 | ||||
| 2025-08-13 | 13F | Natixis | 1 | −99,92 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 10 695 | −2,57 | 1 890 | −0,32 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 41 811 | 129,48 | 7 391 | 134,83 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 50 049 | 17,96 | 8 846 | 20,68 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 2 340 | 22,58 | 414 | 25,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 274 500 | 30,76 | 48 515 | 33,45 | ||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 2 702 | −81,52 | 463 | −82,22 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 10 655 | −6,60 | 1 883 | −4,42 | ||||
| 2025-08-05 | 13F | X-Square Capital, LLC | 4 531 | 3,97 | 1 | |||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 11 207 | −0,07 | 1 981 | 2,22 | ||||
| 2025-09-22 | 13F | Caldwell Trust Co | 8 744 | 1 545 | ||||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1 364 | 0,00 | 241 | 2,55 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1 732 | 0,00 | 306 | 2,34 | ||||
| 2025-08-14 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 32 836 | 96,87 | 5 803 | 101,42 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 3 444 | 0,00 | 609 | 2,36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 42 170 | 1,62 | 7 453 | 4,08 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 9 461 | 0,00 | 1 672 | 2,33 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 15 195 | 3,95 | 2 625 | 1,90 | ||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 1 474 | 17,92 | 261 | 20,93 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 60 510 | −35,06 | 10 695 | −33,56 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 22 075 | 5,36 | 3 907 | 7,93 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 3 107 | −3,51 | 549 | −1,26 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 114 431 | −0,66 | 20 227 | 1,64 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 378 676 | 0,18 | 66 927 | 2,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 119 033 | 24,66 | 21 038 | 27,55 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 1 262 | −13,38 | 223 | −11,16 | ||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 139 977 | 1,76 | 24 740 | 4,12 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 9 356 | 0,00 | 1 654 | 2,29 | ||||
| 2025-08-13 | 13F | Capital World Investors | 2 005 | −56,50 | 354 | −55,02 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 32 313 | −0,02 | 5 711 | 2,31 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 2 583 | 0,00 | 467 | 7,60 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 178 096 | 20,70 | 31 646 | 24,15 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 798 | 0,88 | 141 | 3,68 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 26 926 | 304,48 | 4 759 | 314,10 | ||||
| 2025-08-12 | 13F | Miller Financial Services LLC | 1 927 | −6,68 | 341 | −4,49 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 4 736 | 0,00 | 840 | 2,69 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 62 | −70,19 | 11 | −71,43 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 1 564 | 0,00 | 277 | 2,22 | ||||
| 2025-08-14 | 13F | J. Goldman & Co LP | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | REDW Wealth LLC | 10 279 | 1,64 | 1 817 | 4,01 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 43 977 | 12,05 | 6 637 | −2,09 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 004 | 15,57 | 884 | 18,18 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 176 481 | −3,88 | 31 191 | −1,65 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 7 172 | −3,42 | 1 268 | −1,17 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 3 829 | 18,22 | 680 | 21,65 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 70 378 | 14,75 | 12 439 | 17,41 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 11 325 | 3,84 | 2 002 | 6,27 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 10 086 | 197,17 | 1 783 | 204,10 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 32 168 | −15,65 | 5 685 | −13,69 | ||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 13 322 | 3,14 | 2 355 | 5,51 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14 202 | −15,25 | 2 509 | −13,30 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 135 | 19,47 | 24 | 21,05 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 48 287 | −3,16 | 8 534 | −0,92 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 7 005 | −9,14 | 1 238 | −6,00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7 098 | −0,85 | 1 255 | 1,46 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 20 213 | 4,15 | 3 572 | 18,12 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-28 | 13F | Essex LLC | 6 914 | 0,00 | 1 222 | 2,35 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 4 860 | −31,56 | 859 | −30,02 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 208 749 | −37,93 | 36 894 | −36,49 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 8 617 | 3,56 | 1 523 | 5,92 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 82 234 | 45,64 | 14 534 | 49,01 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 11 513 | −0,91 | 2 035 | 1,35 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 3 932 | 1,50 | 695 | 3,74 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 1 562 | 1,89 | 276 | 4,55 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 4 739 | −30,76 | 838 | −29,19 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 13 190 | −5,43 | 2 371 | 4,68 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 2 410 | 0,00 | 426 | 2,16 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 649 083 | −30,47 | 114 719 | −28,86 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 4 737 | −0,11 | 837 | 2,20 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 3 381 | −2,03 | 598 | 0,17 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 534 | 0,00 | 94 | 2,17 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 34 010 | 6 011 | ||||||
| 2025-07-29 | 13F | Hoese & Co LLP | 428 | 0,00 | 76 | 2,74 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1 235 | 0,00 | 218 | 2,35 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 1 779 | 316 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 190 457 | 3,41 | 33 661 | 5,80 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 12 709 | −5,90 | 2 246 | −3,69 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 1 411 | 249 | ||||||
| 2025-07-02 | 13F | Dentgroup LLC | 25 821 | −1,75 | 4 564 | 0,51 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 19 766 | −0,94 | 3 493 | 1,36 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 85 609 | 6,02 | 15 213 | 9,07 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 6 113 | 0,00 | 1 086 | 2,94 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 36 016 | 6 365 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 11 051 | −2,45 | 1 953 | −0,15 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15 149 | 169,89 | 2 677 | 176,26 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 13 854 | 7,74 | 2 448 | 10,22 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 4 012 | 2,98 | 709 | 5,51 | ||||
| 2025-07-29 | 13F | Beverly Hills Private Wealth, LLC | 1 488 | 263 | ||||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 48 499 | 6,62 | 8 572 | 9,09 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 2 117 | −3,07 | 374 | −0,80 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 10 455 | 3,23 | 1 848 | 5,60 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 428 204 | 27,50 | 75 681 | 30,46 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 404 001 | 1,57 | 71 403 | 3,93 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 9 665 | 1 708 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 578 839 | 0,45 | 102 860 | 3,33 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 1 575 | 0,00 | 278 | 2,21 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 885 793 | −13,05 | 510 035 | −11,04 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 70 040 | 9,00 | 12 379 | 11,52 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 1 432 | 0,21 | 253 | 2,85 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 22 536 | 2,14 | 3 983 | 4,51 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 34 326 | 1,07 | 6 067 | 3,41 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 405 | 35,45 | 72 | 39,22 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 10 153 | 0,00 | 1 794 | 2,34 | ||||
| 2025-06-25 | NP | RLGAX - RiverFront Asset Allocation Growth & Income Investor Shares | 17 450 | 2 905 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 558 | 0,00 | 99 | 2,08 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 66 | 12 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 102 348 | −11,15 | 18 090 | −9,10 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 11 067 | 3,97 | 1 956 | 6,42 | ||||
| 2025-07-15 | 13F | Kraft Asset Management, Llc | 1 524 | 0,00 | 269 | 2,28 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 1 276 | 0,00 | 226 | 2,27 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 425 301 | −2,73 | 75 577 | 0,07 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 2 103 | −0,71 | 372 | 1,64 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 216 | −4,40 | 215 | −2,28 | ||||
| 2025-05-05 | 13F | Morningstar Investment Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 822 | 181,51 | 145 | 190,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 582 | 16,78 | 456 | 19,69 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 4 335 | 0,00 | 766 | 2,41 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 236 286 | 2,43 | 41 761 | 4,81 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 8 938 | −10,78 | 1 580 | −8,73 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 302 751 | −2,87 | 230 | −0,43 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 18 606 | 67,11 | 3 288 | 70,98 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 21 921 | −0,15 | 3 874 | 2,16 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 1 427 | 3,78 | 252 | 6,33 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 4 000 | 0,00 | 707 | |||||
| 2025-08-14 | 13F | Elevatus Welath Management | 5 018 | −25,71 | 887 | −24,01 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 6 136 | −12,56 | 1 084 | −10,56 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 567 | 1,14 | 454 | 3,42 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 61 685 | −1,94 | 10 902 | 0,33 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 517 | −1,49 | 271 | 1,89 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 373 | 0,00 | 66 | 1,56 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 1 701 | 2,35 | 301 | 4,53 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 15 959 | −1,11 | 2 821 | 3,22 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 6 867 | 14,79 | 1 214 | 17,42 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 47 576 | −1,34 | 8 409 | 0,95 | ||||
| 2025-04-21 | 13F | Silverleafe Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 686 | 0,00 | 1 005 | 2,24 | ||||
| 2025-07-31 | 13F | Northstar Asset Management Inc | 1 420 | 251 | ||||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 879 | −15,80 | 155 | −13,89 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 306 223 | 2,13 | 54 122 | 4,49 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 4 757 | −0,67 | 841 | 1,57 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 3 543 | 0,00 | 626 | 2,29 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 132 111 | −0,54 | 23 349 | 1,76 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 24 079 | 4,70 | 4 256 | 11,15 | ||||
| 2025-08-12 | 13F | RPG Investment Advisory, LLC | 3 986 | −51,28 | 704 | −50,18 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 4 174 | −0,55 | 738 | 8,22 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 64 890 | 17,60 | 11 469 | 27,62 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 34 322 | 6 099 | ||||||
| 2025-07-15 | 13F | tru Independence LLC | 4 616 | 9,57 | 816 | 12,10 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 1 381 | −7,87 | 244 | −5,43 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 1 806 | 0,00 | 319 | 2,57 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 23 494 | 15,03 | 4 152 | 17,72 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 7 693 | −2,02 | 1 360 | 0,22 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 88 333 | 12,92 | 16 | 15,38 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 24 117 | 13,76 | 4 262 | 16,38 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 522 | −19,94 | 93 | −17,86 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 14 | 0,00 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 5 705 | 0,28 | 1 008 | 2,65 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 109 740 | −1,59 | 374 903 | 1,24 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 43 800 | 0,00 | 7 741 | 2,31 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 558 | −3,59 | 275 | −1,43 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 1 933 | −15,52 | 343 | −13,42 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 1 381 | −42,89 | 244 | −41,49 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 43 408 | 1,34 | 7 672 | 3,69 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 724 | 9,76 | 658 | 12,29 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 2 714 | 7,27 | 459 | 4,81 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 76 439 | 5,70 | 13 510 | 8,14 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2 485 | 0,00 | 439 | 2,33 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 597 797 | 3,20 | 105 655 | 5,59 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 5 | 0,00 | 1 | |||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 366 983 | −49,32 | 65 | −48,80 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 040 | 0,00 | 184 | 2,23 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 5 957 | −5,31 | 1 053 | −3,13 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 9 865 | −2,98 | 1 743 | −0,74 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 63 | 12,50 | 11 | 22,22 | ||||
| 2025-08-12 | 13F/A | Boston Partners | 9 292 | 0,84 | 1 642 | 3,21 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 28 041 | 1,24 | 4 956 | 3,57 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 238 302 | 5,37 | 42 117 | 7,81 | ||||
| 2025-08-28 | 13F/A | Lavaca Capital Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-18 | 13F | Founders Capital Management | 300 | 0,00 | 53 | 3,92 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 15 535 | −33,78 | 2 746 | −32,26 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 991 | 0,00 | 175 | 2,34 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 40 814 | 0,76 | 7 265 | 6,73 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 25 844 | 68,94 | 4 568 | 72,86 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 2 978 | 84,05 | 529 | 89,61 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 2 763 | −0,93 | 488 | 1,46 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 19 705 | 1,66 | 3 483 | 7,87 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 24 488 | −2,12 | 4 328 | 0,16 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 58 455 | 9,62 | 10 331 | 12,16 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 2 272 | −1,43 | 402 | 0,75 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 3 120 | 0,00 | 551 | 2,42 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 167 | 0,00 | 206 | 2,49 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 164 | 0,00 | 206 | 1,99 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 30 558 | −14,26 | 5 401 | −12,28 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 325 614 | 7,95 | 58 | 9,62 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 5 127 | 0,00 | 906 | 2,37 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 398 | 247 | ||||||
| 2025-08-01 | 13F | Planning Directions Inc | 9 156 | −28,25 | 1 618 | −26,59 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 91 311 | −0,85 | 16 138 | 1,45 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 785 | −1,63 | 139 | 1,46 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 667 | 85,79 | 119 | 95,08 | ||||
| 2025-04-22 | 13F | Stapp Wealth Management, Pllc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 4 819 | 0,00 | 852 | 2,28 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 12 857 | −31,47 | 2 272 | −29,88 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 2 381 | −16,13 | 421 | −14,29 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 100 641 | −2,30 | 17 787 | −0,04 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 578 | 8,12 | 4 352 | 10,83 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 19 461 | 0,00 | 3 440 | 2,32 | ||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 1 593 | 0,00 | 282 | 2,18 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 1 920 | 3,23 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10 632 655 | −0,47 | 1 880 389 | 1,74 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 2 400 | 13,21 | 397 | 10,61 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 24 315 | 5,54 | 4 297 | 7,99 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 2 192 | 24,83 | 387 | 27,72 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 240 118 | −16,34 | 42 438 | −14,41 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 12 319 | −2,97 | 2 177 | −0,73 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 2 699 | 79,93 | 477 | 84,17 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 2 573 | −11,91 | 455 | −9,92 | ||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 1 644 | 0,49 | 293 | 3,90 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 19 405 | 5,78 | 3 430 | 8,20 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 856 | 17,00 | 484 | 14,73 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 302 | 0,00 | 1 | |||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 6 221 | 0,00 | 1 099 | 2,33 | ||||
| 2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 6 263 | 9,90 | 1 107 | 12,40 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 627 | 0,00 | 288 | 2,14 | ||||
| 2025-08-14 | 13F | Graham Capital Management, L.P. | 110 000 | 19 441 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 1 617 | −13,99 | 286 | −12,04 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 627 | −4,86 | 111 | −2,65 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 1 288 | 0,00 | 228 | 2,25 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 207 260 | 4,36 | 36 631 | 6,77 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 579 | 37,42 | 279 | 40,91 | ||||
| 2025-07-30 | 13F | Gimbal Financial | 1 500 | 0,00 | 265 | 2,32 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 423 | 0,00 | 0 | |||||
| 2025-08-05 | 13F | Marion Wealth Management | 1 947 | 0,00 | 344 | 2,38 | ||||
| 2025-07-17 | 13F | City Holding Co | 802 | 0,00 | 142 | 2,17 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 381 746 | 0,09 | 67 726 | 2,80 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 430 668 | −13,02 | 253 285 | −8,17 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 3 111 | −13,85 | 550 | −11,88 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 46 237 | 0,54 | 8 172 | 2,86 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 2 000 | −12,28 | 353 | −10,18 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 10 899 | 15,60 | 1 926 | 18,30 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 12 206 | −0,29 | 2 167 | 2,51 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 1 126 | 202 | ||||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 2 652 | 0,00 | 469 | 2,18 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 3 282 | −1,17 | 580 | 1,22 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 133 681 | 0,53 | 23 627 | 2,86 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 20 152 | 11,74 | 3 581 | 14,96 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 4 984 | 0,00 | 861 | 2,02 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 1 360 | 240 | ||||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 262 303 | −2,65 | 46 359 | −0,39 | ||||
| 2025-07-18 | 13F | United Bank | 16 446 | −10,88 | 2 907 | −8,82 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 45 648 | 14,10 | 8 068 | 16,74 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 35 178 | 0,00 | 6 029 | −3,78 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 170 888 | 0,53 | 30 203 | 2,86 | ||||
| 2025-04-10 | 13F | Naples Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 378 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 704 | −20,15 | 301 | −18,21 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 100 | 8,19 | 371 | 10,75 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 77 497 | 5,86 | 13 697 | 8,31 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 233 255 | 1,83 | 41 226 | 4,19 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 1 803 | 0,00 | 319 | 6,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 56 464 | −2,61 | 9 979 | −0,36 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 294 840 | −0,09 | 52 555 | 10,05 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 894 868 | 0,00 | 158 159 | 2,32 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 2 413 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 189 993 | −3,23 | 33 857 | 5,23 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2 800 | −7,44 | 495 | −5,36 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 1 806 | 0,00 | 319 | 2,57 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 62 746 | 102,95 | 10 839 | 107,07 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 659 963 | −0,57 | 116 769 | 1,85 | ||||
| 2025-09-19 | 13F | Watts Gwilliam & Co., LLC | 51 466 | 0,92 | 9 563 | 8,56 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 2 616 | −58,56 | 466 | −54,36 | ||||
| 2025-08-05 | 13F | Cambiar Investors Llc | 2 986 | −84,09 | 528 | −83,74 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 50 662 | 12,37 | 9 003 | 15,60 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 8 467 | 0,00 | 1 497 | 2,33 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 66 655 | 74,74 | 11 781 | 78,78 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 1 418 | −7,92 | 252 | −5,26 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 136 306 | 1,81 | 24 | 4,35 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 1 209 | 0,00 | 214 | 2,40 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 014 | 0,00 | 179 | 2,29 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 109 590 | 24,41 | 19 369 | 27,29 | ||||
| 2025-08-12 | 13F | Main Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 4 874 | 305,83 | 1 | |||||
| 2025-04-16 | 13F | Rfg Holdings, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 2 191 | 0,00 | 387 | 2,38 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 19 122 | 103,79 | 3 431 | 119,87 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1 300 | 230 | ||||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 511 708 | 1,11 | 90 441 | 3,46 | ||||
| 2025-05-14 | 13F | HMS Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 045 586 | 1,98 | 184 797 | 4,34 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 20 282 | 0,12 | 3 504 | 2,16 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 2 445 | −13,79 | 432 | −11,66 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 462 205 | 0,08 | 81 690 | 2,40 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 28 995 | 5 125 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 57 025 | −4,67 | 10 079 | −2,46 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 2 855 | −42,01 | 505 | −40,71 | ||||
| 2025-07-31 | 13F | Peterson Wealth Services | 1 729 | 0,00 | 306 | 2,35 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 95 956 | 0,12 | 16 959 | 2,44 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 7 528 265 | 5,72 | 1 330 546 | 8,16 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 2 395 | 0,00 | 423 | 2,42 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 238 | 0,00 | 926 | 2,32 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 2 516 | 0,24 | 445 | 2,54 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 48 457 | 18,38 | 8 564 | 23,58 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 166 346 | −0,09 | 29 400 | 2,22 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 366 | 68,28 | 418 | 72,73 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 911 360 | 5,34 | 161 074 | 7,78 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 34 360 | 372,50 | 6 073 | 386,93 | ||||
| 2025-08-29 | NP | JSPMX - Janus Henderson Global Allocation Fund - Moderate Class T | 34 183 | −1,00 | 6 042 | 1,29 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 34 054 | 18,06 | 6 019 | 20,79 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 2 390 | −1,61 | 426 | 7,32 | ||||
| 2025-05-13 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 36 529 | 5,14 | 6 456 | 7,58 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 8 272 | −6,30 | 1 462 | −4,13 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 544 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 35 961 | 0,18 | 6 356 | 2,50 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 205 | −27,25 | 920 | −25,59 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 2 850 | 0,00 | 504 | 2,24 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 1 448 | 0,00 | 256 | 2,00 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 32 585 | −0,71 | 5 759 | 1,61 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 687 740 | −0,20 | 121 551 | 2,11 | ||||
| 2025-03-26 | NP | DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 80 160 | −0,42 | 14 168 | 1,88 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 249 | −0,80 | 44 | 2,33 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 32 356 | −34,15 | 5 720 | −32,62 | ||||
| 2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 900 | 125,00 | 159 | 130,43 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 12 345 | 16,83 | 2 182 | 19,51 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 15 034 | −9,80 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 8 029 | −1,18 | 1 395 | 4,26 | ||||
| 2025-07-22 | 13F | Bank Hapoalim Bm | 79 000 | 0,00 | 14 | 0,00 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 100 364 | 1,38 | 17 738 | 3,73 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 5 333 | −13,62 | 943 | −9,86 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 59 324 | 8,22 | 10 485 | 10,73 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 2 633 | 36,64 | 468 | 40,66 | ||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 173 506 | −2,29 | 30 665 | −0,03 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 15 766 | 52,25 | 2 786 | 55,82 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 19 590 | 0,00 | 3 462 | 2,34 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 52 277 | −22,23 | 9 239 | −20,43 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 1 610 | 0,00 | 285 | 2,16 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 126 731 | 1,38 | 22 398 | 5,84 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 2 238 | 45,32 | 396 | 48,50 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 43 408 | 15,52 | 7 693 | 18,52 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 3 341 | 11,78 | 590 | 14,34 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 288 | −28,76 | 228 | −27,24 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 262 | −5,54 | 223 | −3,04 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 268 | 76,32 | 47 | 80,77 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 4 952 | 29,87 | 875 | 32,98 | ||||
| 2025-07-11 | 13F | Bell Bank | 1 409 149 | 14,27 | 249 053 | 16,91 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 5 267 | −74,46 | 931 | −73,89 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First National Advisers, LLC | 3 743 | 13,39 | 662 | 15,96 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 1 286 | 9,73 | 227 | 12,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 125 824 | −8,85 | 198 978 | −6,74 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 76 694 | 2,47 | 13 555 | 4,84 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21 430 | −20,32 | 3 788 | −18,47 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 920 | 6,09 | 3 521 | 14,36 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 26 083 | −2,81 | 4 610 | −0,56 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2 922 | 5,56 | 516 | 7,95 | ||||
| 2025-07-30 | 13F | MTC Wealth Management LLC | 115 037 | −1,95 | 20 332 | 0,32 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 44 464 | 0,00 | 7 681 | 0,00 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 8 724 | −1,67 | 1 542 | 0,59 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 160 | 11,07 | 558 | 13,65 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 012 | 532 | ||||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 8 173 | −7,83 | 1 445 | −5,74 | ||||
| 2025-07-18 | 13F | CHURCHILL MANAGEMENT Corp | 2 561 737 | 0,18 | 452 761 | 2,50 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1 463 | −13,48 | 259 | −11,64 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 797 777 | −5,30 | 140 999 | −3,11 | ||||
| 2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 7 980 | −1,80 | 1 410 | 0,71 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 26 936 | −3,73 | 4 761 | −1,51 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 2 480 | −4,69 | 438 | −2,45 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 75 782 | 271,33 | 13 394 | 279,94 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 143 147 | −5,01 | 25 312 | −2,80 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 78 948 | 17,50 | 13 953 | 20,22 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 55 837 | −14,59 | 9 869 | −12,62 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 13 007 | −13,28 | 2 299 | −11,27 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 30 | 0,00 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 2 654 | −27,21 | 469 | −25,44 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 15 442 | −4,60 | 2 729 | −2,36 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 1 409 | 0,00 | 249 | 2,47 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 54 485 | −2,35 | 9 630 | −0,08 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 61 087 | 1,44 | 10 796 | 3,80 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of Hawaii | 536 149 | 2,78 | 94 759 | 5,16 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2 646 | 45,62 | 468 | 49,20 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 15 658 | 1,56 | 2 767 | 3,91 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 1 660 | 36,63 | 293 | 40,19 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 677 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 10 504 | −3,10 | 1 856 | −0,85 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 7 898 | −7,34 | 1 396 | −5,23 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 3 253 | 0,00 | 578 | 3,03 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 3 218 | 0,00 | 569 | 2,34 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 2 899 | −1,36 | 512 | 3,02 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 273 240 | −1,56 | 48 292 | 0,72 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 22 574 | 7,67 | 3 990 | 12,40 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 22 436 | 0,66 | 3 965 | 2,99 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 340 451 | −10,23 | 60 171 | −8,16 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 801 405 | 0,84 | 318 380 | 3,17 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 8 399 | −2,69 | 1 484 | −0,40 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 3 195 | 2,67 | 565 | 5,03 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 1 224 | 216 | ||||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 2 114 | 0,00 | 377 | 3,29 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 120 783 | 3,18 | 21 342 | 5,56 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 14 161 | −9,04 | 2 503 | −6,95 | ||||
| 2025-08-12 | 13F | Team Hewins, LLC | 4 019 | −46,51 | 714 | −44,95 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 67 | 0,00 | 12 | 0,00 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 1 848 | −13,44 | 327 | −11,41 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2 944 | 71,66 | 520 | 75,68 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 9 791 | 30,41 | 1 731 | 33,49 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 8 033 | 5,93 | 1 420 | 8,40 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 133 692 | 1,60 | 23 629 | 3,96 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 3 688 | −2,77 | 652 | −0,61 | ||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 818 | 145 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 4 156 | −29,86 | 735 | −28,25 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 7 915 | 3,93 | 1 406 | 6,92 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 133 973 | 7,14 | 553 898 | 9,63 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 71 | −44,53 | 13 | −45,45 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 252 839 | 6,91 | 44 687 | 9,38 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 89 984 | −21,91 | 15 904 | −20,11 | ||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 6 150 | −0,98 | 1 087 | 1,40 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 5 114 | −0,89 | 904 | 1,35 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 5 498 | −12,59 | 972 | −10,59 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 2 301 | 0,04 | 398 | −1,98 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 222 | 14,43 | 39 | 18,18 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 5 606 | −0,02 | 991 | 2,27 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 433 086 | −9,66 | 253 284 | −7,57 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 60 701 | −2,20 | 10 728 | 0,07 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 302 | 8,77 | 230 | 11,65 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 3 017 | −20,10 | 533 | −18,25 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 27 739 | 1,00 | 4 903 | 3,33 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 1 458 | 0,00 | 258 | 2,39 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 2 592 | 764 | ||||||
| 2025-07-16 | 13F | Eagle Global Advisors Llc | 3 620 | 1,40 | 640 | 3,73 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 7 074 | 31,54 | 1 250 | 34,70 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 957 799 | 257,41 | 169 929 | 267,09 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 8 663 | 0,66 | 1 531 | 8,90 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 21 950 | 4,65 | 3 879 | 7,07 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 20 152 | 0,50 | 3 562 | 2,83 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 15 631 | 3,05 | 2 763 | 5,42 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 1 210 | −9,84 | 214 | −7,79 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 7 621 | −5,81 | 1 347 | −3,65 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 523 | 0,00 | 92 | 2,22 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 1 956 | 0,00 | 346 | 2,67 | ||||
| 2025-04-22 | 13F | Arrow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Welch Group, LLC | 1 525 | −1,10 | 270 | 2,28 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 4 724 | 0,00 | 849 | 10,70 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 92 228 | −42,59 | 16 300 | −41,26 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 223 | 0,45 | 39 | 2,63 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 355 | −0,05 | 781 | 3,86 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 19 278 | −11,07 | 3 431 | −3,02 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8 022 | 0,21 | 1 434 | 3,69 | ||||
| 2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 14 622 | 17,84 | 2 584 | 19,30 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 5 191 | 917 | ||||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 106 | 18 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 99 151 | 1,79 | 17 524 | 4,15 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 5 646 | 0,20 | 998 | 6,29 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 4 479 | −2,18 | 774 | −2,15 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 2 653 | 0,00 | 471 | 2,84 | ||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 12 873 | −5,10 | 2 275 | −2,90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 128 140 618 | 3,09 | 22 647 573 | 5,47 | ||||
| 2025-07-22 | 13F | Capital City Trust Co/fl | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 142 784 | −4,89 | 25 236 | −2,69 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 23 675 | −3,63 | 4 184 | −1,39 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 4 729 | 0,32 | 836 | 2,58 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 6 667 | 0,00 | 1 178 | 2,35 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 1 144 | 202 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 4 092 | −0,17 | 727 | 6,60 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 35 545 | −3,01 | 6 352 | 12,79 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 8 929 | −1,57 | 1 578 | 0,77 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 143 156 | 1,52 | 25 301 | 3,88 | ||||
| 2025-08-14 | 13F | Dimension Capital Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 3 676 | −0,68 | 650 | 1,56 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 1 836 | −52,75 | 324 | −51,71 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 4 872 | 0,58 | 861 | 2,87 | ||||
| 2025-04-21 | 13F | Bigelow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 23 339 | 4 125 | ||||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 5 246 | 30,47 | 927 | 33,57 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 100 811 | −0,29 | 194 621 | 2,05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 426 340 | 0,82 | 252 091 | 3,16 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 43 548 | 7 697 | ||||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 20 856 | 1,07 | 3 686 | 3,42 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 1 781 | 17,02 | 0 | |||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 1 208 | 0,00 | 213 | 2,40 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 8 392 | 3,26 | 1 483 | 5,70 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 6 325 | −0,06 | 1 118 | 2,20 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 913 | 305,91 | 692 | 316,27 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 727 | −1,65 | 2 426 | 0,62 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 2 765 | 73,57 | 489 | 77,45 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 2 260 | −1,35 | 399 | 1,01 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 162 490 | 7,48 | 29 188 | 11,77 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 4 201 | 0,55 | 742 | 2,91 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 16 388 | 2,95 | 2 896 | 5,35 | ||||
| 2025-07-22 | 13F | Sutton Place Investors Llc | 4 965 | 0,00 | 878 | 2,33 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 2 401 | 0,00 | 424 | 2,42 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 1 642 | 5,87 | 290 | 15,54 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 278 | 9,45 | 49 | 13,95 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 537 638 | −0,76 | 625 242 | 1,54 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 1 968 | 0,00 | 348 | 2,36 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 892 606 | 18,54 | 157 762 | 21,28 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 1 421 | 0,00 | 251 | 2,45 | ||||
| 2025-05-23 | NP | TRANSAMERICA SERIES TRUST - Transamerica BlackRock Tactical Allocation VP Initial | 25 865 | −60,75 | 4 468 | −59,96 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 11 498 | −1,89 | 2 032 | 0,40 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 92 968 | −2,78 | 16 431 | −0,53 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 7 504 | −1,47 | 1 326 | 0,84 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 2 235 | 27,93 | 395 | 33,90 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 386 | 245 | ||||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 9 593 | 4,64 | 1 695 | 7,08 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 637 | 0,00 | 283 | 1,81 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 24 053 | −1,59 | 4 251 | 2,76 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 12 409 | 12,67 | 2 193 | 15,30 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 1 934 | 342 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 128 067 | 18,88 | 22 635 | 21,63 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 1 650 | 292 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 640 | −19,36 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 46 364 | 1,50 | 8 194 | 3,85 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 1 187 | 0,00 | 210 | 1,95 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 253 530 | −0,40 | 44 809 | 1,91 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 47 959 | −5,28 | 8 476 | −3,09 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 3 437 | 0,00 | 607 | 8,20 | ||||
| 2025-08-01 | 13F | Taylor Financial Group, Inc. | 14 605 | 12,92 | 2 581 | 15,53 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 8 797 | −0,10 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 3 306 | 0,09 | 584 | 4,47 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 13 791 | −2,85 | 2 437 | −0,61 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 31 678 | 4,74 | 5 599 | 7,16 | ||||
| 2025-08-14 | 13F | Comerica Bank | 219 008 | −0,35 | 38 707 | 1,95 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 6 850 | 1 211 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 8 596 | −1,42 | 1 519 | 0,86 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 11 735 | 0,95 | 2 | 0,00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 68 266 | 3,64 | 12 065 | 6,04 | ||||
| 2025-08-14 | 13F | Acas, Llc | 14 553 | 0,21 | 2 631 | 9,12 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3 210 | 554 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 14 192 | 0,11 | 2 508 | 2,45 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 1 694 | −3,86 | 299 | 0,34 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 2 188 | 389 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 398 926 | 4,95 | 70 506 | 7,38 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 1 922 | 48,88 | 340 | 52,02 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 11 783 | 4,12 | 2 083 | 6,55 | ||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 7 276 | −3,60 | 1 286 | −1,38 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 18 907 | 0,67 | 3 342 | 2,99 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 458 404 | 0,24 | 81 018 | 2,56 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 445 | 0,00 | 79 | 3,95 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 276 | 0,00 | 49 | 2,13 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 2 016 | 2,34 | 356 | 4,71 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 75 008 | 2,58 | 13 257 | 4,95 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 1 371 | 242 | ||||||
| 2025-07-18 | 13F | jvl associates llc | 2 209 | 6,87 | 390 | 9,24 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 38 205 | 4,21 | 6 752 | 6,62 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 39 302 | −9,98 | 6 946 | −7,89 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 5 650 | 968 | ||||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 55 616 | −34,43 | 9 830 | −32,91 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 27 433 | −2,28 | 4 849 | −0,02 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 897 | 0,00 | 159 | 2,60 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8 768 | 5,40 | 1 550 | 7,79 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 153 092 | 5,66 | 27 058 | 8,11 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 100 | −55,56 | 18 | −55,26 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 6 963 | −0,60 | 1 231 | 1,65 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 2 942 | −5,31 | 520 | −3,17 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1 891 | 0,11 | 334 | 2,45 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 2 388 | −11,16 | 422 | −9,05 | ||||
| 2025-08-13 | 13F | Brandes Investment Partners, Lp | 850 835 | 46 191,35 | 150 377 | 47 337,22 | ||||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 1 337 | 0,00 | 236 | 2,61 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 575 | 0,00 | 102 | 2,02 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 615 688 | 7,23 | 108 817 | 9,72 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 186 | 33 | ||||||
| 2025-08-29 | NP | JSPGX - Janus Henderson Global Allocation Fund - Growth Class T | 54 902 | −1,82 | 9 703 | 0,46 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 43 231 | 0,00 | 7 641 | 2,32 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 227 | 40 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 790 | 493 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11 876 | −12,08 | 2 101 | −9,99 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22 429 | 3 986 | ||||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 7 184 | 0,00 | 1 270 | 2,26 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 2 000 | −0,25 | 353 | 2,02 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 50 853 | −0,07 | 8 988 | 2,24 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 3 008 | 0,00 | 532 | 2,31 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 2 406 | 425 | ||||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 083 | 63,91 | 898 | 67,85 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 3 227 | 0,00 | 570 | 2,33 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 100 702 | −39,25 | 17 798 | −37,84 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 1 736 | −15,48 | 307 | −13,56 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 543 | −6,91 | 626 | −4,72 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4 080 | 0,00 | 721 | 2,41 | ||||
| 2025-08-12 | 13F | Prudential Plc | 4 677 | −20,69 | 827 | −18,86 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 4 380 | 0,00 | 774 | 2,38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 245 680 | −0,06 | 43 421 | 2,25 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 1 288 | 0 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 60 | 0,00 | 11 | 0,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 120 897 | −0,06 | 21 830 | 7,67 | ||||
| 2025-08-11 | 13F | Nomura Asset Management Co Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 8 692 | −3,92 | 1 545 | −1,15 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4 143 | 0,00 | 732 | 2,38 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 17 313 | 8,28 | 3 060 | 10,79 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 6 913 | 53,45 | 1 222 | 56,94 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 547 969 | 1,47 | 96 848 | 3,82 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 12 209 | 8,89 | 2 158 | 11,42 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 116 167 | −2,24 | 20 531 | 0,02 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 23 046 | 8,89 | 4 073 | 11,41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 205 405 | 0,74 | 36 303 | 3,07 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 27 743 | 64,86 | 4 903 | 68,72 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 2 019 | 5,98 | 357 | 8,21 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 30 709 | 48,29 | 5 436 | 51,94 | ||||
| 2025-05-14 | 13F | Full Sail Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Baring Financial LLC | 5 737 | −7,05 | 1 014 | −4,88 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 498 | 0,00 | 88 | 2,33 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 12 808 | 0,16 | 2 264 | 2,49 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 267 698 | 362,03 | 10 814 | 8,04 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 217 179 | −0,45 | 37 515 | 1,58 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 1 529 | 270 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 4 582 | 1,91 | 810 | 4,25 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 51 326 | 16,88 | 9 071 | 19,59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 268 039 | 46,55 | 47 373 | 49,94 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 197 | 35 | ||||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 2 007 | −20,80 | 355 | −18,99 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 484 018 | 11,98 | 86 | 14,86 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 203 980 | −0,16 | 36 051 | 2,15 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 22 476 | −1,71 | 3 972 | 0,56 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 789 | 0,00 | 139 | 2,21 | ||||
| 2025-07-10 | 13F | Shira Ridge Wealth Management | 3 496 | −1,44 | 618 | 0,82 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 571 813 | −6,30 | 101 062 | −4,13 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 191 052 | 8,25 | 33 767 | 10,76 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 290 | 0,00 | 51 | 2,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 756 | 1,70 | 1 018 | 3,99 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 1 455 | 0,76 | 257 | 3,21 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 583 066 | −9,97 | 103 054 | −7,88 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 1 576 | 278 | ||||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 1 423 | 0,00 | 252 | 2,45 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 108 088 | 28,09 | 19 | 35,71 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 7 631 | 63,65 | 1 349 | 67,45 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 112 | 20 | ||||||
| 2025-07-08 | 13F | First International Bank & Trust | 1 952 | −5,10 | 345 | −3,10 | ||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 51 008 | 6,24 | 9 015 | 8,71 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 74 917 | 0,00 | 13 241 | 2,31 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 684 307 | −15,88 | 651 164 | −13,93 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 398 | 0,00 | 70 | 2,94 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 121 396 | 2,24 | 21 456 | 4,61 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 48 694 | 0,09 | 8 606 | 2,40 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 64 065 | 7,34 | 11 323 | 9,83 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1 388 095 | −0,39 | 245 332 | 1,91 | ||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 5 455 | 964 | ||||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 1 186 | −0,42 | 211 | 2,44 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 4 539 | −14,86 | 802 | −12,83 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 37 057 | −2,85 | 6 550 | −0,59 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 2 020 | 3,32 | 357 | 5,93 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 993 221 | −0,71 | 175 542 | 14,20 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 454 | 434 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 477 | −2,25 | 1 675 | 0,00 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 34 876 | 25,82 | 6 212 | 29,72 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 39 503 | 1,82 | 6 951 | 3,72 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 1 255 | −5,28 | 222 | −3,07 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 2 500 | 0,00 | 442 | 2,32 | |||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 367 855 | 21,86 | 65 015 | 30,47 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 1 241 | 0,00 | 219 | 2,34 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 14 491 | 0,00 | 2 561 | 2,32 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 1 301 | 0,00 | 230 | 2,23 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3 652 | 28,46 | 645 | 31,36 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 43 743 | 24,55 | 7 556 | 12 706,78 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 16 070 | −0,87 | 2 840 | 1,43 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 1 434 | 0,00 | 256 | 7,11 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 284 | −4,38 | 51 | 4,17 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 9 201 | −1,12 | 1 626 | 1,18 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 187 | 0,00 | 210 | 1,95 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 37 565 | −2,99 | 6 639 | −0,75 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 4 810 | 1,14 | 850 | 3,53 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 624 | 0,00 | 110 | 2,80 | ||||
| 2025-07-24 | 13F | Insight Inv LLC | 4 425 | 0,00 | 782 | 2,36 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-21 | 13F | Barton Investment Management | 1 235 | 0,00 | 218 | 2,35 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 2 501 | 0,00 | 442 | 2,32 | ||||
| 2025-07-31 | 13F | City State Bank | 21 113 | 2,67 | 3 732 | 5,04 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 733 563 | 24,87 | 129 650 | 27,77 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 9 170 | 6,47 | 1 621 | 8,94 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 425 | −4,92 | 782 | −2,62 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 1 526 | −21,58 | 270 | −19,94 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 63 779 | −33,17 | 11 272 | −31,62 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 29 664 | 2,19 | 5 243 | 4,55 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 6 670 | −0,61 | 1 179 | 1,64 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 1 404 | 0,00 | 248 | 2,48 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 9 707 | 0,88 | 1 716 | 3,19 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 125 | 9,53 | 1 083 | 12,12 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 10 852 | 31,43 | 1 918 | 34,43 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 110 976 | −0,84 | 19 614 | 1,45 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 29 746 | −6,50 | 5 257 | −4,33 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 9 939 | 4,78 | 1 757 | 175 500,00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 164 254 | 336 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 5 578 | −0,04 | 986 | 2,28 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 4 423 | −0,47 | 782 | 1,83 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 54 000 | 65,14 | 9 544 | 68,96 | |||
| 2025-08-08 | 13F | Bailard, Inc. | 2 406 | 14,25 | 425 | 17,08 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 112 | 0,00 | 20 | 0,00 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 1 635 | 0,00 | 289 | 2,48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 2 100 | 371 |
