Grundläggande statistik
Institutionella ägare | 2452 total, 2448 long only, 0 short only, 4 long/short - change of 0,95% MRQ |
Genomsnittlig portföljallokering | 1.3767 % - change of −7,38% MRQ |
Institutionella aktier (lång) | 549 782 969 (ex 13D/G) - change of 3,08MM shares 0,56% MRQ |
Institutionellt värde (lång) | $ 93 448 789 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Value ETF (US:VTV) har 2452 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 549,782,969 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 24, 2025 is 185,90 / share. Previously, on September 25, 2024, the share price was 173,34 / share. This represents an increase of 7,25% 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.
Uppgradera
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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 | 0,00 | 1 545 | 2,32 | ||||
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 | ||||||
2025-07-23 | 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 | |||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 139 552 | 0,57 | 24 664 | 2,90 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 24 624 | 1,41 | 4 352 | 3,87 | ||||
2025-07-11 | 13F | Financial Advisory Corp | 216 961 | −0,02 | 38 346 | 2,30 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 19 059 | 3 372 | ||||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 6 639 | 1,36 | 1 183 | 4,60 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 7 470 | −2,49 | 1 320 | −0,23 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 259 | 0 | ||||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 19 155 | 7,33 | 3 385 | 9,83 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 3 335 | 6,82 | 589 | 9,28 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 17 312 | −0,08 | 3 060 | 2,24 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 119 660 | 7,35 | 21 149 | 9,83 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 31 344 | 1,93 | 5 549 | 4,44 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 12 053 | 33,43 | 2 130 | 36,54 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1 690 | 0,00 | 300 | 3,09 | ||||
2025-07-22 | 13F | HFM Investment Advisors, LLC | 41 | 0,00 | 7 | 0,00 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 556 | 7,63 | 1 159 | 10,08 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 5 010 | −3,13 | 885 | −0,90 | ||||
2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 10 | 0,00 | 2 | 0,00 | ||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 18 221 | −4,32 | 3 235 | 1,83 | ||||
2025-06-27 | NP | DSCF - Discipline Fund ETF | 28 394 | 7,84 | 4 727 | 1,61 | ||||
2025-07-14 | 13F | Gries Financial Llc | 3 041 | 14,54 | 537 | 17,25 | ||||
2025-08-08 | 13F | Creative Planning | 699 001 | 1,50 | 123 541 | 3,85 | ||||
2025-07-24 | 13F | Ashford Advisors, LLC | 1 361 | −68,30 | 771 | 3,91 | ||||
2025-05-07 | 13F | American Asset Management Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Balentine LLC | 570 898 | −13,84 | 100 901 | −11,84 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 1 | −99,89 | 0 | −100,00 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 28 619 | −7,04 | 5 058 | −4,89 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 264 247 | 2,20 | 46 703 | 11,62 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 2 536 | 78,47 | 452 | 84,08 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 50 390 | 4,72 | 9 | 0,00 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 9 777 | −0,33 | 1 728 | 1,95 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 4 820 | −7,66 | 852 | −5,55 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 73 650 | 47 724,68 | 13 017 | 49 961,54 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 855 | −7,89 | 328 | −5,76 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 457 | 0,00 | 81 | 2,56 | ||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 2 196 | 0,00 | 388 | 2,37 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 56 130 | −4,07 | 9 920 | −1,85 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 5 569 | 1,68 | 984 | 4,02 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 200 977 | 1,55 | 35 521 | 3,90 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 16 480 | −2,70 | 2 913 | −0,44 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 612 | 0,00 | 108 | 2,86 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 18 277 | −1,26 | 3 230 | 1,03 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 25 379 | 4 297 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 31 510 | 0,65 | 6 | 0,00 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 4 928 | 54,34 | 871 | 57,89 | ||||
2025-08-05 | 13F | Seelaus Asset Management LLC | 1 902 | 0,00 | 336 | 2,44 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 16 423 | 7,07 | 2 903 | 9,55 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 2 866 | 7,66 | 495 | 16,20 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 1 215 | 0,00 | 215 | 2,39 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 62 196 | −18,76 | 10 993 | −16,88 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 88 023 | 9,31 | 15 557 | 11,84 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 118 740 | −0,31 | 20 986 | 2,00 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 1 997 | 3,96 | 353 | 6,34 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 679 337 | −7,02 | 120 066 | −4,86 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 177 215 | −1,62 | 31 321 | 0,66 | ||||
2025-08-05 | 13F | NewSquare Capital LLC | 2 439 | 0,00 | 431 | 2,38 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 1 370 | −2,84 | 242 | −0,41 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 62 864 | 0,40 | 11 111 | 2,73 | ||||
2025-08-12 | 13F | Private Management Group Inc | 3 974 | 19,41 | 702 | 22,30 | ||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 1 180 | 1,72 | 209 | 4,00 | ||||
2025-08-13 | 13F | Bank Of Nova Scotia | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 358 585 | 19,48 | 63 | 23,53 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 4 003 | 0,00 | 712 | 3,04 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 943 | −0,37 | 1 050 | 1,94 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 2 612 | 0,00 | 462 | 2,22 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 43 832 | 6,56 | 7 747 | 9,02 | ||||
2025-08-08 | 13F | Your Advocates Ltd., LLP | 155 | 0,00 | 27 | 3,85 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 30 700 | 5,16 | 5 426 | 7,60 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 4 569 | 0,00 | 808 | 2,28 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 14 900 | 0,00 | 2 633 | 2,33 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 207 886 | 119,99 | 36 742 | 125,09 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 3 431 | −1,92 | 606 | 0,33 | ||||
2025-05-29 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 39 800 | 0,00 | 6 875 | 2,03 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 4 006 | 33,00 | 708 | 35,96 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 718 | 132,36 | 127 | 137,74 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 58 088 | 5,89 | 10 267 | 8,35 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 28 331 | 4,27 | 5 007 | 6,71 | ||||
2025-08-08 | 13F | Petix & Botte Co | 4 894 | −19,32 | 865 | −17,48 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 1 255 | −4,49 | 222 | −2,21 | ||||
2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 21 649 | −0,02 | 3 826 | 2,30 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 39 265 | 0,12 | 6 940 | 2,44 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 40 361 | 12,15 | 6 719 | 5,68 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 126 519 | 11,46 | 22 361 | 14,04 | ||||
2025-08-11 | 13F | Goodman Financial Corp | 21 270 | 3 759 | ||||||
2025-04-18 | 13F | Financial Partners Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1 817 | −1,20 | 321 | 1,26 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 299 061 | 2,82 | 52 856 | 5,20 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 5 763 | −2,24 | 1 019 | 0,00 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 309 911 | −1,76 | 54 774 | 0,51 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Ardent Capital Management, Inc. | 6 315 | 0,00 | 1 116 | 2,39 | ||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 18 667 | 0,00 | 3 299 | 2,33 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 1 862 | 329 | ||||||
2025-07-28 | 13F | Davidson Trust Co | 24 986 | 13,07 | 4 416 | 15,67 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 75 294 | −0,71 | 13 308 | 1,59 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 123 819 | −19,02 | 21 884 | −17,14 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 68 728 | 15,41 | 12 147 | 18,09 | ||||
2025-08-13 | 13F | Arjuna Capital | 98 | 0,00 | 17 | 6,25 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | McMill Wealth Management | 11 618 | 0,00 | 2 047 | 2,04 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 14 035 | 0,00 | 2 481 | 2,31 | ||||
2025-08-08 | 13F | King Wealth | 29 567 | 39,44 | 5 | 66,67 | ||||
2025-07-29 | 13F | TFC Financial Management | 5 011 | −7,36 | 888 | −4,93 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 54 105 | 22,85 | 9 562 | 25,70 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 4 221 | 746 | ||||||
2025-07-16 | 13F | Embree Financial Group | 8 695 | 0,00 | 1 537 | 2,33 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 276 615 | 1,05 | 62 635 | 32,45 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 42 636 | −1,97 | 7 365 | 0,01 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 2 317 | 6,82 | 410 | 9,36 | ||||
2025-07-08 | 13F | Cultivar Capital, Inc. | 1 944 | 0,00 | 344 | 2,39 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 547 395 | 3,97 | 96 747 | 6,38 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 5 670 | 0,00 | 1 002 | 2,35 | ||||
2025-08-06 | 13F | Richard Bernstein Advisors LLC | 1 747 771 | −4,06 | 308 905 | −1,83 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 622 416 | 91,50 | 110 | 96,43 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 99 699 | 23,88 | 17 621 | 26,74 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 1 254 | 222 | ||||||
2025-08-12 | 13F | Argent Trust Co | 30 642 | 0,40 | 5 416 | 2,73 | ||||
2025-05-16 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 4 733 | 0,19 | 837 | 2,45 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 2 285 | 387 | ||||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Lansing Street Advisors | 47 571 | 3,76 | 8 453 | 6,74 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 1 690 | 0,00 | 299 | 2,41 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 4 639 | 3,48 | 820 | 5,81 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 5 720 | −0,31 | 1 011 | 2,02 | ||||
2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 1 307 | −36,27 | 231 | −35,03 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 104 063 | 18,44 | 18 392 | 21,19 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 7 202 | 1 273 | ||||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Unconventional Investor, LLC | 5 891 | −0,17 | 1 041 | 2,16 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 34 519 | 6 101 | ||||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 7 940 | −25,62 | 1 403 | −23,92 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 48 299 | −0,45 | 8 609 | 2,72 | ||||
2025-08-11 | 13F | TAGStone Capital, Inc. | 19 195 | 25,42 | 3 417 | 170 700,00 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 41 679 | 34,38 | 7 366 | 37,50 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 10 905 | 53,05 | 1 928 | 56,67 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 3 | 1 | ||||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 442 825 | −1,56 | 78 265 | 0,72 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 685 866 | 10,77 | 121 220 | 13,33 | ||||
2025-07-18 | 13F | Swp Financial Llc | 78 409 | 3,42 | 13 858 | 5,82 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 363 735 | 8,35 | 64 286 | 10,86 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10 403 | 4,21 | 1 839 | 6,61 | ||||
2025-07-23 | 13F | Drake & Associates, LLC | 1 698 | −17,93 | 300 | −15,97 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 39 615 | 2,30 | 7 001 | 4,68 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1 122 | 0,00 | 199 | 3,11 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 25 557 | −14,56 | 4 517 | −12,58 | ||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 592 046 | −10,25 | 104 639 | −8,17 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 4 149 | −3,47 | 733 | −1,21 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 11 963 | 0,72 | 2 126 | 3,61 | ||||
2025-06-03 | 13F | Invst, LLC | 10 491 | −39,97 | 1 812 | −38,74 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 6 524 | −2,09 | 1 155 | 5,20 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 21 171 | −0,62 | 3 742 | 1,66 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 73 816 | −0,14 | 13 046 | 2,17 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 668 612 | 2,36 | 115 496 | 4,44 | ||||
2025-07-16 | 13F | MontVue Capital Management, Inc. | 1 194 | 0,00 | 211 | 2,43 | ||||
2025-04-22 | 13F | Nilsine Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Retirement Planning Group | 137 517 | −0,03 | 24 305 | 2,28 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 104 | −77,63 | 18 | −77,50 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 2 773 | −46,32 | 490 | −45,07 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 56 841 | 8,42 | 10 046 | 10,93 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 4 664 | 0,00 | 824 | 2,36 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 107 | 0,00 | 19 | 0,00 | ||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 2 620 | 4,59 | 463 | 6,94 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 778 | −0,05 | 668 | 2,30 | ||||
2025-07-23 | 13F | Hemenway Trust Co LLC | 1 500 | 0,00 | 265 | 2,32 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 1 551 304 | 3,87 | 274 178 | 6,28 | ||||
2025-07-08 | 13F | Next Level Private LLC | 12 315 | 1,13 | 2 177 | 3,47 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 52 837 | 0,11 | 9 338 | 2,42 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 81 641 | 1,55 | 14 429 | 7,81 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 1 491 | −56,13 | 264 | −55,20 | ||||
2025-08-07 | 13F | Nwam Llc | 67 161 | −62,91 | 12 002 | −61,63 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 3 777 | 15,97 | 668 | 18,68 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 2 688 | 0,00 | 475 | 2,37 | ||||
2025-05-09 | 13F | Prime Buchholz LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Icapital Wealth Llc | 1 446 | 4,33 | 256 | 6,69 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 4 046 | 0,00 | 716 | 2,58 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 36 | 0,00 | 6 | 0,00 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 35 583 | 590,26 | 6 289 | 606,63 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 26 989 | 22,99 | 4 768 | 27,21 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 15 350 | −0,08 | 2 728 | 2,79 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 3 090 | −3,56 | 546 | −1,27 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 1 280 | 0,00 | 0 | |||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 317 | 56 | ||||||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 12 400 | 0,00 | 2 192 | 2,34 | |||
2025-08-07 | 13F | Sierra Ocean, Llc | 3 180 | 0,00 | 562 | 2,37 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 50 | 0,00 | 9 | 0,00 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 32 572 | 0,59 | 5 757 | 2,91 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 5 083 | 17,01 | 899 | 19,73 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 1 546 | 7,51 | 273 | 10,08 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 14 309 | 0,67 | 2 529 | 2,80 | ||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 21 515 | 5,55 | 3 803 | 7,98 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 508 | −25,78 | 443 | −26,17 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 34 558 | 6,21 | 6 108 | 8,67 | ||||
2025-07-29 | 13F | Activest Wealth Management | 140 | 2 700,00 | 25 | |||||
2025-08-13 | 13F | American Investment Services, Inc. | 59 221 | −4,58 | 10 467 | −2,37 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 21 285 | −0,12 | 3 762 | 2,17 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 349 987 | 19,56 | 61 857 | 22,33 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 180 | 32 | ||||||
2025-07-31 | 13F | Pullen Investment Management, LLC | 1 583 | 0,00 | 280 | 2,20 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 198 689 | −8,24 | 35 116 | −6,11 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 7 920 | 0,00 | 1 400 | 2,27 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 5 812 | 32,36 | 1 | |||||
2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 266 | 9,02 | 417 | 0,97 | ||||
2025-07-23 | 13F | Ami Investment Management Inc | 27 107 | 7,98 | 4 791 | 10,47 | ||||
2025-07-15 | 13F | BCS Wealth Management | 29 414 | 5,71 | 5 | 25,00 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 25 906 | −4,16 | 4 579 | −1,95 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 23 198 | −1,94 | 4 100 | 0,34 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 426 | −48,43 | 75 | −47,18 | ||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 21 903 | 28,07 | 3 892 | 31,75 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 22 810 | 30,31 | 4 031 | 33,34 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 884 249 | −0,89 | 156 282 | 1,41 | ||||
2025-08-05 | 13F | Castlekeep Investment Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 1 680 | −0,53 | 0 | |||||
2025-07-14 | 13F | Argentarii, LLC | 2 530 | 5,42 | 447 | 7,97 | ||||
2025-07-15 | 13F | Northside Capital Management, LLC | 1 200 | 0,00 | 212 | 2,42 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 300 550 | −1,22 | 53 119 | 1,07 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Accel Wealth Management | 37 809 | 0,30 | 6 682 | 2,63 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 78 932 | 0,03 | 13 950 | 2,35 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 6 550 | 11,02 | 1 158 | 13,54 | ||||
2025-07-09 | 13F | Wolff Financial Management Llc | 8 128 | −2,08 | 1 | 0,00 | ||||
2025-04-23 | 13F | Financial Life Planners | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 23 854 | −0,23 | 4 216 | 2,08 | ||||
2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 2 475 | 0,00 | 437 | 2,34 | ||||
2025-09-19 | 13F | Canal Capital Management, LLC | 1 312 | 2,90 | 232 | 5,00 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 8 358 | 1,42 | 1 477 | 3,79 | ||||
2025-08-14 | 13F | Pecaut & Co. | 6 027 | 18,95 | 1 065 | 21,71 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 11 | 0,00 | 2 | 0,00 | ||||
2025-08-06 | 13F | Forbes Financial Planning, Inc. | 34 424 | −13,50 | 6 084 | −11,49 | ||||
2025-08-14 | 13F | Note Advisors, LLC | 2 218 | −40,46 | 392 | −39,04 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 2 013 | 0,00 | 356 | 2,31 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 702 | −38,47 | 477 | −37,07 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 66 149 | 0,02 | 11 691 | 2,34 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 69 937 | −6,94 | 12 364 | −4,76 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 928 | 0,22 | 164 | 2,52 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 9 594 | −14,07 | 1 732 | −4,10 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 26 300 | 20,84 | 4 648 | 23,65 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 135 | 9,42 | 554 | 12,15 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 1 317 | −5,79 | 233 | −3,73 | ||||
2025-08-29 | NP | JSPCX - Janus Henderson Global Allocation Fund - Conservative Class T | 16 537 | −0,97 | 2 923 | 1,32 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 23 838 | −27,06 | 4 213 | −25,37 | ||||
2025-08-05 | 13F | Huntington National Bank | 10 337 | 6,27 | ||||||
2025-08-15 | 13F | Morgan Stanley | 32 675 343 | 1,74 | 5 775 040 | 4,10 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 171 444 | 2,94 | 30 301 | 5,32 | ||||
2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 9 610 | −7,99 | 1 699 | −5,88 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Formidable Asset Management, LLC | 1 202 | 0,00 | 208 | 0,00 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 1 350 | 0,00 | 239 | 2,15 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 5 315 | 2,23 | 939 | 4,57 | ||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 2 135 | 0,57 | 369 | 2,51 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 12 857 | −5,23 | 2 272 | −3,03 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 1 140 | 201 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 96 736 | −4,02 | 17 097 | −1,79 | ||||
2025-08-28 | 13F | Stark Wealth Management LLC | 1 378 | 244 | ||||||
2025-08-13 | 13F | Solidarilty Wealth, LLC | 2 293 | 0,00 | 407 | 2,78 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 36 219 | 7,10 | 6 401 | 9,59 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 306 056 | 0,93 | 54 092 | 3,26 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 422 | 0,00 | 75 | 2,78 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 5 618 | −2,24 | 993 | 0,00 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 17 798 | 5,05 | 3 163 | 8,07 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 255 944 | 38,18 | 45 236 | 41,39 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 9 300 | 2,00 | 1 644 | 4,32 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 2 165 | 498,07 | 383 | 516,13 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 4 564 | −1,21 | 807 | 1,00 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 2 643 | −2,04 | 467 | 2,41 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 48 705 | −2,51 | 8 608 | −0,25 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 5 242 | −0,51 | 930 | 3,45 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 8 067 | −0,15 | 1 426 | 2,15 | ||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 1 825 | 23,81 | 323 | 26,77 | ||||
2025-08-08 | 13F | Wealth Quarterback LLC | 2 200 | −12,63 | 389 | −10,60 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 11 863 | 14,80 | 2 097 | 17,42 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 2 086 | 36,43 | 371 | 40,15 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 8 129 | −6,24 | 1 437 | −4,07 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 17 130 | 14,84 | 3 028 | 17,51 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 53 201 | 10,47 | 9 403 | 13,02 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 1 900 | 0,00 | 336 | 2,13 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 6 704 | −2,97 | 1 185 | −0,75 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 647 | 7,11 | 645 | 9,52 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 38 842 | −2,16 | 6 865 | 0,10 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 15 402 | 0,00 | 2 722 | 2,33 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 1 210 | 0,00 | 214 | 1,91 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 343 | 0,00 | 61 | 1,69 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 619 | 0,00 | 109 | 2,83 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 160 148 | −1,07 | 28 459 | 1,77 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 24 409 | 17,29 | 4 314 | 20,03 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 30 201 | −7,27 | 5 | 0,00 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 756 | 7,33 | 310 | 9,93 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 464 852 | 1,48 | 82 158 | 3,84 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 336 | 11,15 | 236 | 14,01 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 15 982 | −1,76 | 2 825 | 0,50 | ||||
2025-07-17 | 13F | Applied Capital LLC | 2 062 | 0,00 | 364 | 2,25 | ||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 656 | 0,00 | 116 | 1,77 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 294 | 0,00 | 52 | 4,00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 17 989 | −1,96 | 3 179 | 0,32 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 303 | 407 | ||||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 97 089 | −1,40 | 17 159 | 0,88 | ||||
2025-07-09 | 13F | Emprise Bank | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 131 989 | 10,37 | 23 328 | 12,93 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1 410 | 0,00 | 244 | 2,10 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 1 507 | −7,20 | 266 | −5,00 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 8 420 | 35,44 | 1 488 | 38,68 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 5 388 | 0,22 | 952 | 2,59 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 5 303 | −11,32 | 937 | −9,21 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 119 493 | −1,84 | 21 119 | 0,43 | ||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 31 429 | −0,90 | 5 555 | 1,39 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 640 266 | 0,42 | 113 161 | 2,75 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 363 378 | 30 030,85 | 2 | −99,04 | ||||
2025-07-16 | 13F | Jentner Corp | 1 526 | 0,00 | 270 | 2,28 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 25 666 | 1,51 | 4 536 | 3,87 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 19 308 | −0,45 | 3 412 | 1,85 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 8 251 | 0,00 | 1 458 | 2,32 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 23 735 | −8,38 | 4 195 | −6,26 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 4 460 | 9,80 | 788 | 12,41 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 5 309 040 | 2,40 | 938 320 | 4,77 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 14 452 | −2,57 | 2 554 | −0,31 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 19 918 | 9,63 | 3 520 | 12,17 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2 272 | 0,00 | 402 | 2,30 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 3 709 | −97,37 | 25 552 | 4,88 | ||||
2025-08-07 | 13F | Midwest Trust Co | 39 974 | 7 065 | ||||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 2 343 | −0,34 | 415 | 6,70 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 642 | −47,55 | 113 | −46,45 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 12 202 | 2 065 | ||||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 3 354 | −99,79 | 593 | −99,78 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 1 568 | −5,03 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 14 164 | 13,00 | 2 503 | 15,61 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 35 152 | −1,62 | 6 213 | 0,65 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 40 593 | −5,41 | 7 174 | −3,22 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 43 480 | −31,82 | 7 685 | −30,20 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 1 842 | −4,16 | 325 | 0,00 | ||||
2025-04-29 | 13F | Mills Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 14 975 | 5,76 | 2 647 | 8,22 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 20 585 | −5,64 | 3 638 | −3,45 | ||||
2025-09-22 | 13F | GatePass Capital, LLC | 2 825 | 21,98 | 499 | 24,75 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 1 132 | 200 | ||||||
2025-07-10 | 13F | Security National Bank | 865 | −25,30 | 153 | −24,00 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 3 927 | −0,63 | 694 | 1,76 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 325 725 | 4,40 | 57 569 | 6,82 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 175 | 0,00 | 31 | 0,00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 780 675 | 12,56 | 668 197 | 15,17 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 825 | 0,00 | 143 | 2,16 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 7 888 | 0,46 | 1 394 | 2,80 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 1 402 | −31,78 | 248 | −30,42 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 1 450 | 256 | ||||||
2025-08-12 | 13F | Financial Advocates Investment Management | 7 020 | −63,02 | 1 241 | −62,18 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 5 054 | −0,88 | 1 | |||||
2025-08-11 | 13F | FineMark National Bank & Trust | 12 156 | 72,45 | 2 148 | 76,50 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 1 384 | −0,14 | 245 | 2,09 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 11 679 | 1,38 | 2 064 | 3,77 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 6 433 | 3,31 | 1 137 | 5,77 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 124 364 | 13,07 | 21 980 | 15,68 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 63 010 | 49,27 | 11 137 | 52,72 | ||||
2025-07-28 | 13F | Aries Wealth Management | 31 937 | −2,43 | 5 645 | −0,18 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 43 889 | 6,32 | 7 757 | 8,78 | ||||
2025-08-11 | 13F | Angeles Investment Advisors, LLC | 30 480 | −76,91 | 5 387 | −76,37 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 10 238 | −1,93 | 1 810 | 5,73 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 72 328 | 4,19 | 12 783 | 6,60 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 10 863 | 7,93 | 1 920 | 10,41 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 746 | −43,06 | 1 910 | −41,42 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 1 994 | 28,73 | 352 | 31,84 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 973 | 173 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 83 336 | 4,35 | 14 729 | 6,77 | ||||
2025-08-13 | 13F | Capital International Investors | 1 726 | −56,00 | 305 | −54,63 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 11 014 | −6,59 | 1 947 | −4,42 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 3 603 | 22,47 | 637 | 25,20 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 12 710 | −0,63 | 2 246 | 1,67 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 166 814 | 3 535,08 | 29 483 | 3 622,47 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 4 472 | 213,60 | 799 | 225,71 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 930 | 0,55 | 518 | 2,78 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 190 127 | 7,63 | 33 603 | 10,12 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 265 | 0,00 | 47 | 2,22 | ||||
2025-07-07 | 13F | O'Connor Financial Group LLC | 5 091 | 14,15 | 915 | 18,70 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 5 838 | −6,04 | 1 032 | −3,91 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 19 | 0,00 | 3 | 0,00 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 3 158 | −66,17 | 558 | −65,38 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 2 153 | 0,00 | 381 | 2,43 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 2 369 | 0,00 | 419 | 2,20 | ||||
2025-07-21 | 13F | Financial Services Advisory Inc | 17 297 | 3 057 | ||||||
2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 330 | 41,46 | 589 | 44,83 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 71 343 | 38,91 | 12 609 | 42,12 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 3 628 | −3,46 | 641 | −1,23 | ||||
2025-08-06 | 13F | Carnegie Lake Advisors LLC | 1 593 | 0,00 | 0 | |||||
2025-07-17 | 13F | New Perspectives, Inc | 1 761 | 0,00 | 311 | 2,30 | ||||
2025-08-12 | 13F | Holderness Investments Co | 1 357 | −36,53 | 240 | −35,23 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 20 749 | −7,49 | 3 667 | −5,34 | ||||
2025-07-15 | 13F | Gpwm Llc | 49 606 | 1,51 | 8 767 | 3,86 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 21 135 | −0,91 | 3 735 | 1,38 | ||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 5 076 | −5,09 | 897 | −2,82 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 56 001 | −81,99 | 9 898 | −81,57 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 1 507 196 | −7,36 | 266 382 | −5,22 | ||||
2025-08-06 | 13F | Excalibur Management Corp | 1 352 | 0,00 | 239 | 2,15 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 3 461 | 0,41 | 612 | 2,69 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 9 182 | −28,27 | 1 623 | −26,61 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 600 | 0,31 | 287 | 17,14 | ||||
2025-07-21 | 13F | Matauro, Llc | 78 274 | 0,26 | 13 834 | 2,58 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 6 020 | 0,00 | 1 064 | 2,31 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 14 676 | −8,10 | 2 594 | −5,98 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 52 897 | −0,70 | 9 349 | 1,60 | ||||
2025-05-07 | 13F/A | Meridian Management Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | Ironwood Financial, llc | 6 985 | 0,00 | 1 207 | 0,00 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 16 773 | 2,83 | 2 964 | 5,22 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 5 238 | −6,80 | 926 | −4,64 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 6 002 | 0,25 | 1 060 | 3,72 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 1 639 | 1,86 | 290 | 4,33 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 916 | 5,77 | 162 | 8,05 | ||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 7 218 | 0,00 | 1 276 | 2,33 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 1 145 | 202 | ||||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 6 353 | −2,08 | 1 123 | 0,18 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 116 437 | 100,20 | 20 580 | 104,83 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1 247 | 220 | ||||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 2 213 | 14,19 | 391 | 17,07 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 1 695 | −0,53 | 300 | 1,70 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 2 800 | −2,54 | 495 | −0,40 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 5 554 | 47,83 | 982 | 51,16 | ||||
2025-08-12 | 13F | Umpqua Bank | 1 439 | 0,00 | 256 | 3,23 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 3 139 | −47,23 | 555 | −46,06 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 38 307 | 19,44 | 6 771 | 22,20 | ||||
2025-08-13 | 13F | Stenger Family Office, LLC | 1 121 | 200 | ||||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 19 878 | −0,21 | 3 513 | 2,12 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 15 534 | −12,76 | 2 761 | −10,27 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 1 526 | −41,51 | 270 | −40,22 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 1 441 | −12,19 | 255 | −10,25 | ||||
2025-08-13 | 13F | Keystone Financial Group | 60 305 | −1,03 | 10 659 | 1,27 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 26 212 | 83,48 | 4 633 | 87,76 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 76 270 | 103,47 | 13 553 | 109,31 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 753 725 | 3,33 | 133 213 | 5,72 | ||||
2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 2 552 | 0,00 | 456 | 8,57 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 183 799 | 2,67 | 32 485 | 5,05 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 180 929 | 0,22 | 31 977 | 2,55 | ||||
2025-07-25 | 13F | Cwm, Llc | 575 149 | 0,57 | 102 | 3,06 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 6 541 318 | 0,65 | 1 156 112 | 2,98 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 11 559 | 10,84 | 2 044 | 13,37 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 3 371 | −0,27 | 596 | 2,06 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 7 371 | 1 303 | ||||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 424 | 0,00 | 75 | 1,37 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 1 832 | −16,50 | 324 | −14,78 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 102 885 | 5,79 | 18 184 | 8,23 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 121 912 | −10,51 | 21 547 | −8,44 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 22 143 | 0,00 | 3 914 | 2,33 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 3 041 | −10,32 | 537 | −8,21 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 249 074 | 576,50 | 44 159 | 594,42 | ||||
2025-08-14 | 13F | Bayesian Capital Management, LP | 1 984 | 351 | ||||||
2025-08-12 | 13F | one8zero8, LLC | 504 | −56,29 | 89 | −55,28 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 2 908 | −4,66 | 514 | −2,47 | ||||
2025-07-09 | 13F | Baron Wealth Management LLC | 3 075 | 0,00 | 543 | 2,26 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | Call | 300 | 0,00 | 530 | 939,22 | |||
2025-07-16 | 13F | Novem Group | 85 444 | 3,12 | 15 101 | 5,51 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 1 517 | 2,99 | 268 | 5,51 | ||||
2025-08-28 | 13F/A | Lavaca Capital Llc | 15 200 | −5,59 | 2 686 | −3,42 | ||||
2025-07-31 | 13F | Aspen Capital Management, LLC | 6 656 | 0,54 | 1 176 | 2,89 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 15 909 | −1,60 | 2 812 | 0,68 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 1 208 | 0,00 | 214 | 2,40 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 2 443 | 11,10 | 0 | |||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2 798 | 3,44 | 495 | 5,78 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 2 581 | 0,00 | 456 | 4,35 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 156 130 | 17,69 | 380 691 | 20,24 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 11 873 | 18,80 | 2 098 | 21,55 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 22 379 | 0,00 | 3 866 | 0,00 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 635 | 0,00 | 0 | |||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 21 684 | 60,74 | 3 832 | 64,46 | ||||
2025-05-28 | NP | GVEQX - Government Street Equity Fund | 9 000 | 0,00 | 1 555 | 2,04 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 104 785 | 9,11 | 19 | 12,50 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 4 980 | 0,00 | 880 | 2,33 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 1 583 | 280 | ||||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 23 954 | 1,27 | 4 234 | 3,60 | ||||
2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 43 040 | −0,52 | 7 607 | 1,78 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 10 831 | −2,04 | 2 | 0,00 | ||||
2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 627 | 0,12 | 288 | 2,50 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 5 398 | 67,59 | 954 | 71,58 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 64 735 | −7,25 | 11 441 | −5,10 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 27 049 | −16,06 | 4 781 | −14,12 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 336 601 | −14,22 | 59 491 | −12,23 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 1 174 792 | −0,40 | 207 633 | 1,91 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 185 795 | 1,78 | 32 837 | 4,14 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 155 835 | 114,69 | 27 542 | 119,67 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 5 119 | 4,60 | 884 | 6,76 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 176 275 | −24,86 | 31 155 | −23,13 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 6 560 | 0,00 | 1 | 0,00 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 4 511 | 8,70 | 797 | 11,31 | ||||
2025-07-21 | 13F | Clarity Capital Partners LLC | 7 395 | −24,06 | 1 307 | −22,35 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 72 764 | −19,04 | 12 860 | −16,31 | ||||
2025-08-13 | 13F | Bare Financial Services, Inc | 153 422 | 9,49 | 27 116 | 12,02 | ||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 1 439 | 23,63 | 254 | 26,37 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 2 188 | 0,00 | 387 | 1,58 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 23 | −90,94 | 4 | −90,70 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 808 | 173,94 | 320 | 179,82 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 4 991 | 16,04 | 884 | 19,00 | ||||
2025-08-14 | 13F | Navigoe, LLC | 45 | 0,00 | 0 | |||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 7 122 | 5,42 | 1 259 | 7,89 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 8 506 | 0,00 | 1 503 | 2,31 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 2 897 | −7,53 | 512 | −5,36 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 6 149 | 17,89 | 1 093 | 21,20 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 412 041 | 3,39 | 72 824 | 5,79 | ||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 68 473 | −2,78 | 12 102 | −0,53 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 132 | 23 | ||||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 9 706 | 34,54 | 1 715 | 36,65 | ||||
2025-07-17 | 13F | G&S Capital LLC | 58 983 | −0,92 | 10 425 | 1,38 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 1 908 | −19,49 | 337 | −15,96 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 309 076 | 15,78 | 54 626 | 18,47 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 25 825 | 28,70 | 5 | 33,33 | ||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 12 532 | −7,60 | 2 215 | −5,47 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 416 | 0,00 | 0 | |||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 6 893 | −12,19 | 1 224 | −5,99 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 944 | −1,15 | 167 | 1,22 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 719 | −2,03 | 657 | 0,31 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 1 592 | −28,99 | 281 | −27,39 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 095 | 186,96 | 1 083 | 195,90 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 10 113 | 0,00 | 1 787 | 2,35 | ||||
2025-07-24 | 13F | Eastern Bank | 1 454 | −45,42 | 257 | −44,35 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 14 536 | 39,10 | 2 569 | 42,33 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 135 105 | 1,06 | 23 878 | 3,40 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 16 168 | 19,91 | 2 858 | 22,67 | ||||
2025-08-12 | 13F | Zacks Investment Management | 5 010 | −9,22 | 886 | −7,14 | ||||
2025-08-13 | 13F | M&t Bank Corp | 301 395 | 1,46 | 53 269 | 3,81 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 11 913 | −10,49 | 2 105 | −8,44 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 16 043 | −2,49 | 2 836 | −0,21 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 1 219 952 | −1,64 | 215 614 | 0,63 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 5 683 | 0,16 | 1 | |||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 14 686 | 273,88 | 2 596 | 282,74 | ||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 639 | 0,00 | 113 | 1,82 | ||||
2025-07-15 | 13F | Maseco Llp | 8 010 | 1 415 | ||||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 3 248 | −6,42 | 574 | −4,17 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 19 826 | −4,74 | 3 504 | −2,53 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 372 | 66 | ||||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 1 643 | −16,26 | 290 | −14,20 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 108 832 | −1,31 | 19 235 | 0,98 | ||||
2025-08-14 | 13F | Glenview Trust Co | 18 949 | 3,92 | 3 349 | 6,35 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 1 285 | 0,00 | 227 | 2,71 | ||||
2025-07-28 | 13F | Baker Boyer National Bank | 7 556 | −0,04 | 1 335 | 2,30 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 2 399 | 0,00 | 424 | 2,17 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 6 571 | 4,98 | 1 161 | 7,40 | ||||
2025-07-29 | 13F | Ariston Services Group | 3 591 | 5,06 | 635 | 7,46 | ||||
2025-07-29 | 13F | Bellecapital International Ltd. | 1 137 | 201 | ||||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 1 723 | 42 975,00 | 305 | |||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 219 395 | 6,85 | 39 077 | 10,18 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 726 | 0,69 | 128 | 3,23 | ||||
2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 9 106 | 0,00 | 1 609 | 2,29 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 281 312 | 17,51 | 49 719 | 20,23 | ||||
2025-07-21 | 13F | Pflug Koory, LLC | 141 | 0,00 | 25 | 0,00 | ||||
2025-08-12 | 13F | Martin Worley Group | 16 499 | 5,89 | 2 916 | 8,36 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1 343 | 237 | ||||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 83 610 | 0,87 | 14 443 | 16,55 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 51 109 | −0,33 | 9 033 | 1,99 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 130 752 | 3,13 | 23 109 | 5,52 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 81 763 | −3,66 | 14 451 | −1,43 | ||||
2025-07-23 | 13F | Hall Capital Management Co Inc | 3 259 | −7,18 | 576 | −5,12 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 616 | 109 | ||||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 19 919 | 14,40 | 3 520 | 17,06 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 115 | 0,00 | 20 | 5,26 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 102 781 | 2,79 | 18 165 | 5,17 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 230 | 0,00 | 41 | 2,56 | ||||
2025-08-12 | 13F | Lionshead Wealth Management, LLC | 2 201 | −23,97 | 391 | −21,80 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 52 168 | 90,68 | 9 012 | 131,82 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 87 234 | 24,45 | 15 418 | 27,34 | ||||
2025-07-18 | 13F | Vicus Capital | 33 841 | 0,40 | 5 981 | 2,73 | ||||
2025-07-11 | 13F | LongView Wealth Management | 20 020 | −52,49 | 3 538 | −51,39 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 1 064 941 | −3,04 | 188 218 | −0,79 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 2 072 | 0,00 | 366 | 2,52 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 5 718 | 1 011 | ||||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 248 | 241,00 | 1 | |||||
2025-08-07 | 13F | Capitol Family Office, Inc. | 715 | 0,00 | 126 | 2,44 | ||||
2025-07-25 | 13F | Willow Creek Wealth Management Inc. | 1 290 | 225 | ||||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 15 430 | −7,95 | 2 727 | −5,80 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 24 259 | −6,80 | 4 288 | −4,65 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 8 877 | 179,50 | 776 | 41,42 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 265 372 | 5,90 | 46 902 | 8,35 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 15 701 | 0,51 | 2 775 | 2,82 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 33 518 | −2,84 | 5 939 | −0,32 | ||||
2025-09-23 | 13F | Rs Crum Inc. | 8 620 | 10,23 | 1 523 | 12,81 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 9 270 | 0,00 | 1 638 | 2,31 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 582 033 | 1,99 | 102 868 | 4,35 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2 438 | 0,00 | 431 | 2,14 | ||||
2025-07-23 | 13F | Equitable Trust Co | 333 977 | −12,84 | 59 027 | −10,82 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 2 185 | 22,62 | 386 | 25,73 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 170 695 | 3,97 | 30 169 | 6,37 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 14 045 | 0,00 | 2 | 0,00 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Fifth Third Bancorp | 290 480 | −2,36 | 51 339 | −0,10 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 29 645 | 0,39 | 5 239 | 2,71 | ||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 18 579 | 2 652,44 | 3 284 | 2 730,17 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 5 380 | −12,96 | 951 | −10,97 | ||||
2025-07-29 | 13F | Ballast, Inc. | 1 209 | −56,99 | 214 | −56,08 | ||||
2025-07-15 | 13F | Pictet North America Advisors SA | 2 133 | 0,00 | 377 | 2,17 | ||||
2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 32 382 | 1,12 | 5 723 | 3,47 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 67 209 | 2,24 | 11 879 | 4,61 | ||||
2025-07-23 | 13F | Trustees of Dartmouth College | 182 250 | −24,95 | 32 211 | −23,22 | ||||
2025-08-14 | 13F | Rodgers Brothers Inc. | 1 220 | 1,33 | 216 | 3,86 | ||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 43 854 | −2,88 | 7 751 | −0,63 | ||||
2025-08-01 | 13F | Motco | 1 886 | 319,11 | 334 | 332,47 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4 987 | 5,28 | 881 | 7,70 | ||||
2025-07-23 | 13F | Sachetta, LLC | 623 | 0,00 | 110 | 2,80 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 5 111 | 5,80 | 1 | |||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 5 953 | −2,47 | 1 052 | −0,19 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 19 181 | 6,60 | 3 390 | 9,07 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 2 248 | −1,14 | 397 | 1,28 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 4 026 | −1,30 | 712 | 0,99 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 4 576 | 809 | ||||||
2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 16 219 | 2 867 | ||||||
2025-07-15 | 13F | North Star Investment Management Corp. | 14 642 | 1,89 | 2 588 | 4,23 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 78 686 | 4,76 | 13 907 | 7,18 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 206 101 | 4,09 | 36 426 | 6,50 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 365 | 0,00 | 65 | 1,59 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 273 | 0,00 | 48 | 2,13 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 4 088 | 6,07 | 723 | 8,57 | ||||
2025-08-14 | 13F | Sei Investments Co | 3 563 040 | 2,29 | 629 732 | 4,66 | ||||
2025-07-24 | 13F | Vivid Wealth Management, LLC | 45 261 | −10,54 | 7 999 | −8,47 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 5 871 | 33,19 | 1 038 | 36,27 | ||||
2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 2 552 | 0,75 | 451 | 3,20 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 772 | 1,66 | 313 | 3,99 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 259 | 0,39 | 46 | 2,27 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 18 834 | −10,10 | 3 385 | −6,47 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 95 524 | 9,55 | 16 883 | 12,08 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 9 355 | −14,36 | 1 662 | −11,88 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 3 079 | −7,20 | 544 | −5,06 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 29 703 | −0,42 | 5 250 | 1,88 | ||||
2025-08-12 | 13F | Mediolanum International Funds Ltd | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | GenTrust, LLC | 36 268 | −17,54 | 6 445 | −15,18 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 40 179 | 0,00 | 7 101 | 2,32 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 173 602 | −0,43 | 30 682 | 1,87 | ||||
2025-08-05 | 13F | Burney Co/ | 3 133 | −22,76 | 554 | −21,00 | ||||
2025-09-15 | 13F/A | Migdal Insurance & Financial Holdings Ltd. | 10 981 | −1,59 | 2 | 0,00 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 76 990 | 10,80 | 13 607 | 13,36 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22 309 | 13,16 | 3 943 | 15,77 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 29 846 | −1,41 | 5 275 | 0,86 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 19 788 | 13,08 | 3 497 | 15,72 | ||||
2025-08-25 | 13F | Hilltop Partners LLC | 162 619 | 52,80 | 28 741 | 56,34 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 1 160 | 0,00 | 205 | 2,50 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 35 684 | 2,64 | 6 304 | 6,16 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 1 417 | 0,00 | 250 | 2,46 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 142 417 | −35,74 | 25 171 | −32,92 | ||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 74 122 | −1,77 | 13 100 | 0,51 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 3 817 | 11,54 | 675 | 14,04 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 19 684 | −0,56 | 3 479 | 1,75 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 25 786 | 8,41 | 4 557 | 10,93 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 138 204 | 11,19 | 24 426 | 13,77 | ||||
2025-08-05 | 13F | Lincoln National Corp | 1 461 382 | 2,45 | 258 285 | 4,82 | ||||
2025-08-08 | 13F | AJ Advisors, LLC | 73 154 | 4,22 | 12 929 | 6,63 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 48 663 | −0,69 | 8 601 | 1,61 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 38 | 0,00 | 7 | 0,00 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 3 909 | 0,00 | 691 | 2,22 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 307 431 | 3,87 | 54 631 | 6,85 | ||||
2025-08-11 | 13F | EMC Capital Management | 200 | 0,00 | 0 | |||||
2025-08-13 | 13F | Annandale Capital, LLC | 5 261 | 0,00 | 1 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4 265 950 | 0,94 | 753 964 | 3,28 | ||||
2025-08-12 | 13F | Summit Global Investments | 2 557 | −9,36 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 3 693 | −2,02 | 653 | 0,15 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 3 521 | 0,00 | 622 | 2,30 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 355 503 | −0,80 | 62 832 | 1,50 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 137 | 585,00 | 0 | |||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 7 900 | −2,24 | 1 396 | 0,07 | ||||
2025-07-17 | 13F | Crane Advisory, LLC | 254 185 | −1,41 | 45 311 | 8,60 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 382 733 | 190,44 | 67 644 | 197,17 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 35 869 | 10,19 | 6 447 | 18,16 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 9 830 | 13,90 | 1 737 | 16,58 | ||||
2025-07-22 | 13F | Marietta Wealth Management, LLC | 36 395 | 2,45 | 6 433 | 4,82 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 2 071 | −6,75 | 366 | −4,44 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 130 635 | 9,49 | 23 | 15,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 8 823 | 0,58 | 1 559 | 2,90 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 10 393 | −62,55 | 1 837 | −61,69 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 56 057 | −1,15 | 9 907 | 1,13 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 2 056 535 | 2,68 | 363 561 | 5,08 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 27 973 | −1,87 | 4 944 | 0,41 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 30 937 | 17,77 | 5 468 | 20,50 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 16 803 | −1,43 | 3 003 | 1,97 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 12 779 | 2,12 | 2 271 | 5,04 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 52 636 | 10,70 | 9 303 | 13,26 | ||||
2025-07-23 | 13F | Asset Planning Corporation | 41 360 | −9,23 | 7 310 | −7,13 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 197 244 | −0,69 | 34 861 | 1,61 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 119 054 | −79,87 | 21 042 | −79,40 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 40 808 | 3,09 | 7 212 | 5,48 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 4 887 | 18,88 | 864 | 21,55 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 1 258 | −5,70 | 222 | −3,48 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 44 799 | 1,10 | 7 918 | 3,44 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 5 068 | 0,00 | 896 | 2,29 | ||||
2025-07-31 | 13F | Japan Science & Technology Agency | 357 328 | 0,00 | 63 154 | 2,32 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 1 141 | 202 | ||||||
2025-07-15 | 13F | Graypoint LLC | 2 786 | 2,09 | 492 | 4,46 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 43 704 | 8,73 | 7 724 | 11,25 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 204 | 96,15 | 0 | |||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 2 | 0,00 | 0 | |||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 716 208 | −27,10 | 126 583 | −25,41 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 112 032 | 9,04 | 19 801 | 11,57 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 3 131 | −1,20 | 554 | 10,14 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10 063 | −50,99 | 1 778 | −49,86 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 103 564 | 3,58 | 18 | 5,88 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 92 744 | 3,18 | 16 392 | 5,56 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1 207 | 17 142,86 | 213 | 4,41 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 101 255 | 2,84 | 17 896 | 5,22 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 72 054 | −1,83 | 12 735 | 0,44 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 422 697 | 8,24 | 74 707 | 10,75 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 26 418 | −7,52 | 4 669 | −5,37 | ||||
2025-07-18 | 13F | Ewa, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 5 898 | 0,08 | 1 042 | 2,36 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 2 192 | 1,81 | 387 | 4,31 | ||||
2025-08-08 | 13F | Hudock, Inc. | 3 446 | 0,20 | 609 | 2,53 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 2 910 | 4,41 | 514 | 6,86 | ||||
2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 30 578 | −1,60 | 5 404 | 0,69 | ||||
2025-07-29 | 13F | Systelligence, LLC | 90 234 | 13,25 | 15 948 | 15,87 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1 203 | 0,00 | 213 | 6,00 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 3 796 | −4,96 | 671 | −2,76 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 12 787 | 2 260 | ||||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 114 581 | 3,17 | 197 010 | 5,57 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 6 146 | −0,65 | 1 086 | 2,94 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 5 005 | 0,00 | 885 | 2,31 | ||||
2025-07-31 | 13F | Longview Financial Advisors, Inc. | 5 155 | −15,74 | 911 | −13,73 | ||||
2025-08-01 | 13F | First National Trust Co | 4 933 | −6,31 | 872 | −4,18 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 198 146 | 8,93 | 35 020 | 11,46 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 503 771 | 5,92 | 89 520 | 8,96 | ||||
2025-07-22 | 13F | JSF Financial, LLC | 1 352 | 10,19 | 239 | 12,74 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 3 232 | 21,41 | 571 | 24,40 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 84 778 | −0,53 | 15 065 | 2,32 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 123 734 | 16,62 | 22 | 16,67 | ||||
2025-08-07 | 13F | Valence8 US LP | 98 569 | −13,48 | 17 421 | −11,47 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F/A | 626 Financial, LLC | 5 287 | 0,00 | 934 | 2,30 | ||||
2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 354 498 | 0,00 | 60 757 | −3,78 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 2 835 | 0,00 | 501 | 2,45 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 60 082 | −2,09 | 10 619 | 0,17 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 9 494 | 24,43 | 1 678 | 27,24 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 4 678 | 827 | ||||||
2025-07-21 | 13F | Riverview Trust Co | 105 | −50,00 | 19 | −50,00 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 114 022 | 34,45 | 20 152 | 37,57 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 1 312 143 | 5,23 | 231 908 | 7,66 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 18 876 | 40,63 | 3 336 | 43,92 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 4 700 | −0,66 | 831 | 1,59 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 1 835 | 0,00 | 324 | 2,53 | ||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 53 000 | 0,00 | 9 | 0,00 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 13 712 | 71,23 | 2 423 | 75,20 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3 687 | 1,77 | 652 | 4,16 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 800 | 0,00 | 141 | 2,17 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 67 452 | −15,46 | 11 921 | −13,50 | ||||
2025-07-30 | 13F | Advantage Trust Co | 94 131 | 2,86 | 16 637 | 5,24 | ||||
2025-08-05 | 13F | Snider Financial Group | 5 453 | −6,05 | 964 | −3,89 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3 228 | −9,27 | 571 | −7,17 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 196 462 | 3,29 | 34 723 | 5,68 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 3 347 | −3,74 | 592 | −1,50 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 2 758 | 12,48 | 487 | 15,13 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 11 539 | 3,28 | 2 039 | 5,70 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 161 | 0,00 | 28 | 3,70 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 30 392 | −2,14 | 5 209 | 3,68 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3 301 015 | −0,04 | 583 421 | 2,27 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 2 201 | 395 | ||||||
2025-07-15 | 13F | Forte Capital Llc /adv | 190 992 | −3,53 | 33 756 | −1,30 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 5 719 | 66,59 | 1 011 | 70,32 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 18 697 | −0,21 | 3 305 | 2,10 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 33 183 | −6,17 | 5 865 | −4,01 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 59 058 | 18,30 | 10 438 | 21,04 | ||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2 075 | 35,53 | 367 | 38,64 | ||||
2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Horan Securities, Inc. | 5 129 | 41,72 | 907 | 44,96 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 5 413 | 275,64 | 957 | 285,48 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 35 384 | 11,03 | 6 254 | 13,59 | ||||
2025-07-25 | 13F | Tranquility Partners, LLC | 1 696 | −1,74 | 300 | 0,34 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 8 699 | 28,28 | 1 537 | 31,26 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 52 | 0,00 | 9 | 12,50 | ||||
2025-08-12 | 13F | Ade, Llc | 15 049 | 2,33 | 2 660 | 4,69 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 2 015 | −38,15 | 356 | −36,65 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 1 133 | 200 | ||||||
2025-08-06 | 13F | North Capital, Inc. | 316 | 0,00 | 56 | 1,85 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 12 329 | 39,71 | 2 179 | 42,91 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 53 247 | 5,22 | 9 462 | 8,24 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-04-30 | 13F | Ntv Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 34 022 | 6 013 | ||||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 48 418 | −14,31 | 8 364 | −12,58 | ||||
2025-07-29 | NP | ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A | 12 485 | −17,24 | 2 140 | −20,39 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 216 321 | 120,94 | 215 070 | 126,16 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 2 465 | −7,50 | 436 | −5,43 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 3 919 | 0,00 | 693 | 2,37 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 3 232 | −7,15 | 571 | −4,99 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 672 510 | 2,59 | 118 859 | 4,96 | ||||
2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 841 | 2,51 | 325 | 9,06 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 3 831 | 2,57 | 677 | 1,80 | ||||
2025-04-30 | 13F | Peterson Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 1 158 | −4,93 | 205 | −2,86 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 43 023 | 3,38 | 7 604 | 5,79 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 19 731 | −2,88 | 3 487 | −0,63 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 2 841 | 0,00 | 502 | 2,45 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 7 208 | 34,93 | 1 274 | 38,07 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 1 260 | 0,32 | 218 | 2,36 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 203 | 0,00 | 36 | 2,86 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 48 861 | 2,10 | 8 636 | 7,65 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 3 082 | 0,00 | 545 | 2,26 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1 978 | −4,81 | 350 | −2,51 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 30 417 | 29,36 | 5 376 | 32,36 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 1 498 | 0,20 | 265 | 2,33 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 68 050 | −10,75 | 12 027 | −7,66 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 357 | 0,26 | 2 361 | 2,56 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 087 | −21,12 | 192 | −19,33 | ||||
2025-07-31 | 13F | Wright Fund Managment, LLC | 39 800 | 0,00 | 6 875 | 0,00 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 66 900 | −6,33 | 11 824 | −4,17 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 1 831 | −0,05 | 324 | 2,22 | ||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 1 684 | 299 | ||||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43 691 | 10,55 | 7 722 | 13,10 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 19 169 | −0,27 | 3 388 | 2,02 | ||||
2025-04-10 | 13F | Charles Schwab Trust Co | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 394 685 | 4,86 | 69 757 | 7,28 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 8 730 | 15,55 | 1 551 | 18,85 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 847 671 | 391,72 | 149 817 | 403,11 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1 008 | 0,00 | 178 | 2,30 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 473 | 20,80 | 614 | 23,59 | ||||
2025-07-09 | 13F | Pines Wealth Management, LLC | 3 605 | 41,99 | 648 | 65,90 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 203 699 | 4,71 | 36 002 | 7,13 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 61 996 | −8,73 | 10 957 | −6,61 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 4 830 | 2,27 | 858 | 5,28 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 7 965 | 37,56 | 1 408 | 40,70 | ||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 939 | 0,00 | 166 | 5,77 | ||||
2025-07-22 | 13F | Strid Group, LLC | 2 621 | 0,00 | 463 | 2,43 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 5 | 0,00 | 1 | |||||
2025-07-22 | 13F | Team Financial Group, LLC | 64 | 11 | ||||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 63 460 | 15,34 | 11 216 | 18,01 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 3 064 | 542 | ||||||
2025-07-17 | 13F | Grandview Asset Management LLC | 28 816 | 0,19 | 5 | 25,00 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 921 | 0,00 | 163 | 1,89 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 16 367 | −2,57 | 2 893 | −0,31 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 1 693 | 0,00 | 301 | 6,76 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 24 945 | 0,00 | 4 409 | 2,32 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 80 598 | 60,45 | 14 245 | 64,16 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 4 979 | 1,65 | 880 | 4,02 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 5 717 | 0,00 | 1 010 | 2,33 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 371 | 1,64 | 66 | 3,17 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 900 | 159 | ||||||
2025-07-15 | 13F | Santori & Peters, Inc. | 33 107 | 0,98 | 5 851 | 3,32 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1 347 | 22,57 | 238 | 25,93 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 22 679 | 382,63 | 4 030 | 396,92 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 21 189 | 0,17 | 3 745 | 2,49 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 502 843 | 9,03 | 86 861 | 11,24 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 3 312 | 65,77 | 585 | 69,57 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 3 880 | −3,12 | 686 | −0,87 | ||||
2025-08-14 | 13F | Smead Capital Management, Inc. | 1 530 | 270 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 63 403 | 19,83 | 11 206 | 22,61 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 8 589 | −7,23 | 1 518 | −5,07 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 50 729 | 8,60 | 8 966 | 11,10 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 25 822 | 17,51 | 4 564 | 20,24 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 222 656 | 2,70 | 39 352 | 5,08 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 18 053 | 7,09 | 3 191 | 9,58 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 21 962 | 0,61 | 3 882 | 2,94 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 345 803 | 1,97 | 61 117 | 4,34 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 1 209 | 0,00 | 215 | 2,88 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 123 734 | 1,33 | 21 869 | 3,67 | ||||
2025-07-24 | 13F | Allen Wealth Management, Llc | 155 752 | 0,36 | 27 528 | 2,68 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 10 971 | 14,16 | 1 895 | 11,60 | ||||
2025-05-15 | 13F | D. E. Shaw & Co., Inc. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Penserra Capital Management LLC | 222 603 | 1,89 | 39 | 5,41 | ||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 15 401 | −6,09 | 2 722 | −3,92 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 23 518 | 8,82 | 4 158 | 11,38 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 5 640 | 34,90 | 997 | 37,95 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1 285 | 0,00 | 227 | 2,71 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 43 800 | 0,00 | 7 821 | 3,60 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 109 141 | 2,32 | 19 289 | 4,68 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Allred Capital Management, LLC | 4 425 | 0,00 | 782 | 2,49 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 39 499 | −0,51 | 7 058 | 2,92 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 83 612 | 3,80 | 14 778 | 6,20 | ||||
2025-05-08 | 13F | Jefferies Financial Group Inc. | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 52 412 | 5,70 | 9 263 | 8,15 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 2 316 | 0,00 | 409 | 3,02 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 58 963 | 184,72 | 10 421 | 191,33 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 911 306 | −0,69 | 13 705 | −5,55 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 14 272 | 50,33 | 2 522 | 53,87 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 6 273 | 7,73 | 1 109 | 10,25 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 1 785 | −6,15 | 315 | −3,96 | ||||
2025-07-21 | 13F | Intrinsic Value Partners, LLC | 23 592 | 33,35 | 4 170 | 36,42 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 1 229 | 217 | ||||||
2025-07-25 | 13F | Hemington Wealth Management | 96 041 | 0,02 | 17 | 0,00 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 305 534 | 0,46 | 54 001 | 2,79 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 3 379 | 6,76 | 597 | 9,34 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 8 666 | −4,24 | 1 532 | −2,05 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 7 805 | −2,53 | 1 380 | −0,29 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 1 386 | −0,79 | 245 | 1,24 | ||||
2025-08-07 | 13F | Merrion Investment Management Co, LLC | 2 450 | 7,69 | 433 | 10,46 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 52 282 312 | −3,32 | 9 236 732 | −0,02 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 10 426 | 5,31 | 1 843 | 7,72 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 100 | −39,76 | 18 | −39,29 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 48 | 2,13 | 8 | 14,29 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 628 | 0,00 | 111 | 1,85 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 154 278 | 0,85 | 27 267 | 3,19 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 3 585 | −0,99 | 634 | 1,28 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 36 | 0,00 | 6 | 0,00 | ||||
2025-07-10 | 13F | Trust Point Inc. | 2 068 | −9,46 | 365 | −7,36 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 2 036 | −4,68 | 363 | 4,93 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 109 505 | 2,35 | 19 354 | 4,72 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 2 455 | −19,64 | 434 | −17,84 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 3 332 | 0,00 | 589 | 2,26 | ||||
2025-08-12 | 13F | LPL Financial LLC | 10 341 422 | 3,57 | 1 827 743 | 5,97 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 3 342 | 0,00 | 591 | 2,25 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 2 612 | 0,00 | 462 | 2,22 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 1 628 | −90,43 | 288 | −90,24 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 386 | 71,56 | 68 | 78,95 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 3 567 | 0,06 | 630 | 2,44 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Tidemark, LLC | 268 | 0,00 | 47 | 2,17 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 99 015 | 24,29 | 17 500 | 27,16 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 80 582 | −0,37 | 14 242 | 1,94 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 1 923 | −2,73 | 340 | −0,59 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 55 843 | 0,03 | 9 870 | 2,34 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 4 861 | −6,14 | 859 | −3,91 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 58 574 | 9,18 | 10 352 | 11,71 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 6 847 | −4,12 | 1 210 | −1,79 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 8 290 | −3,07 | 1 465 | −0,81 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 9 713 | −1,25 | 1 717 | 1,00 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 21 042 | 3,88 | 3 722 | 6,28 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 4 419 | −4,35 | 781 | −2,13 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 9 614 | 8,03 | 1 699 | 10,54 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 1 328 | 0,00 | 235 | 2,18 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 1 274 | 0,00 | 225 | 2,27 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 2 187 | −19,45 | 387 | −17,52 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 253 213 | 6,46 | 44 753 | 8,93 | ||||
2025-08-05 | 13F | Intellectus Partners, LLC | 30 511 | 0,25 | 5 422 | 3,12 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 135 | 0,00 | 24 | 0,00 | ||||
2025-07-25 | 13F | Gibson Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Fielder Capital Group LLC | 3 668 | 0,00 | 648 | 2,37 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 1 960 | −1,26 | 346 | 1,17 | ||||
2025-07-23 | 13F | Prasad Wealth Partners, LLC | 1 644 | 0,00 | 291 | 2,47 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 914 543 | 4,78 | 161 636 | 7,21 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 3 943 | 70,84 | 697 | 74,87 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 11 063 | −0,70 | 1 955 | 1,61 | ||||
2025-08-06 | 13F | Eukles Asset Management | 96 | 0,00 | 17 | 0,00 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 1 386 | 245 | ||||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 22 | 0,00 | 4 | 0,00 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 45 014 | 16,29 | 7 956 | 18,98 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 98 869 | 2,61 | 17 474 | 4,99 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 112 234 | −1,10 | 19 836 | 1,19 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1 278 563 | 367,97 | 225 973 | 378,82 | ||||
2025-07-07 | 13F | RDA Financial Network | 8 656 | −0,29 | 1 530 | 2,00 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 873 | −2,46 | 154 | 0,00 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 2 689 | 0,00 | 475 | 2,37 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 10 200 | −54,05 | 1 803 | −53,00 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 4 958 | 9,21 | 876 | 11,73 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 13 982 | −27,47 | 2 471 | −25,77 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 13 031 | −3,92 | 2 303 | −1,67 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 998 | −0,79 | 707 | 1,44 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 2 720 | 1,87 | 481 | 4,12 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 1 260 | 0,00 | 223 | 2,30 | ||||
2025-08-14 | 13F | Family Management Corp | 50 698 | −2,77 | 8 960 | −0,51 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 1 840 | −84,27 | 325 | −83,92 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 14 415 | −2,98 | 2 548 | −0,74 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 78 647 | 17,29 | 13 900 | 20,01 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 131 360 | 8,04 | 23 217 | 10,54 | ||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 20 321 | −7,70 | 3 592 | −5,57 | ||||
2025-07-15 | 13F | Hidden Cove Wealth Management, LLC | 5 997 | −0,71 | 1 060 | 1,53 | ||||
2025-07-22 | 13F | CPR Investments Inc. | 3 936 | 8,73 | 696 | 11,20 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 8 684 | 33,87 | 1 535 | 36,96 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 1 310 | 0,00 | 232 | 10,53 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 7 981 | 1,51 | 1 432 | 9,56 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Truvestments Capital Llc | 1 468 | 0,00 | 260 | 2,37 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 4 574 | 0,00 | 808 | 2,28 | ||||
2025-07-02 | 13F | InvesTrust | 5 268 | −11,97 | 931 | −9,87 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 134 793 | 0,53 | 23 823 | 2,93 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 226 274 | 23,19 | 39 992 | 26,04 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 29 732 | −6,02 | 5 255 | −3,86 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 27 750 | 4 905 | ||||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 84 | 0,00 | 15 | 0,00 | ||||
2025-07-21 | 13F | 25 Llc | 130 891 | 2,91 | 23 134 | 5,29 | ||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 18 826 | −25,95 | 3 327 | −24,23 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 13 789 | −3,66 | 2 437 | −1,42 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 12 435 | −3,20 | 2 198 | −0,95 | ||||
2025-08-06 | 13F | TKG Advisors, LLC | 79 048 | 0,87 | 13 971 | 3,21 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 44 462 | −6,35 | 7 858 | −4,18 | ||||
2025-07-11 | 13F | Thomasville National Bank | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 187 | 0,00 | 33 | 3,13 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 653 | 5,09 | 292 | 7,75 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 16 288 | 16,87 | 2 879 | 19,57 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 534 | −35,89 | 95 | −34,27 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 529 325 | 5,27 | 93 553 | 7,70 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 4 199 | 0,00 | 742 | 2,34 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 205 | 0,00 | 36 | 2,86 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 1 648 | 0,49 | 291 | 2,83 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 5 412 | −84,80 | 957 | −84,45 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 112 | 0,00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 22 513 | −62,41 | 3 979 | −61,55 | ||||
2025-05-02 | 13F | Strata Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Efficient Advisors, LLC | 568 797 | 5,09 | 100 529 | 7,53 | ||||
2025-08-11 | 13F | Citigroup Inc | 2 246 630 | 48,79 | 397 069 | 52,24 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 52 580 | 11,96 | 9 293 | 14,56 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 35 717 | −0,28 | 6 313 | 2,02 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 4 516 | −16,04 | 798 | −14,10 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 2 162 | 0,65 | 382 | 3,24 | ||||
2025-07-24 | 13F | Wealth Management Resources, Inc. | 25 789 | 5,84 | 4 558 | 8,29 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 82 971 | 1,58 | 14 664 | 3,94 | ||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5 568 | 0,94 | 984 | 3,36 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 47 000 | 49,21 | 8 307 | 52,66 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | 64 113 | 4,70 | 11 331 | 7,13 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 80 114 | 2,85 | 14 159 | 5,48 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 103 400 | 2,58 | 18 275 | 4,95 | |||
2025-07-16 | 13F | ORG Partners LLC | 5 101 | −2,20 | 916 | 1,89 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 29 358 | −9,74 | 5 217 | −3,87 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 1 179 606 | 1,59 | 211 893 | 5,64 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 2 627 | −19,86 | 464 | −18,02 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 24 905 | 0,50 | 4 402 | 2,83 | ||||
2025-07-29 | 13F | Cidel Asset Management Inc | 2 475 | 0,00 | 437 | 2,34 | ||||
2025-08-04 | 13F | Fortune 45 LLC | 34 024 | −1,41 | 6 013 | 0,87 | ||||
2025-08-13 | 13F | Alerus Financial Na | 57 | 10 | ||||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Addison Advisors LLC | 595 | 31,93 | 105 | 36,36 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 6 668 | 1 179 | ||||||
2025-07-01 | 13F | First National Bank Sioux Falls | 53 716 | 4,70 | 9 494 | 7,12 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 43 395 | 14,09 | 7 670 | 16,73 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 358 853 | 1,17 | 63 424 | 3,51 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 9 585 | −24,21 | 1 694 | −22,44 | ||||
2025-05-14 | 13F | F/M Investments LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 318 | 0,00 | 56 | 3,70 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 100 213 | 3,46 | 17 712 | 5,86 | ||||
2025-07-17 | 13F | KWB Wealth | 1 749 | 0,17 | 302 | 2,37 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 3 851 | 0,00 | 681 | 2,26 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 2 999 | 128,41 | 481 | 125,82 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 20 031 | 55,22 | 3 540 | 54,05 | ||||
2025-08-12 | 13F | Kaye Capital Management | 160 954 | −6,82 | 28 447 | −4,66 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 205 754 | 8,72 | 36 365 | 11,23 | ||||
2025-08-08 | 13F | Allianz Se | 1 324 | −98,40 | 234 | −98,37 | ||||
2025-07-07 | 13F | Investors Research Corp | 203 | 109,28 | 36 | 118,75 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 24 169 | −2,23 | 4 272 | 0,05 | ||||
2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Greenleaf Trust | 10 380 | −5,70 | 1 835 | −3,52 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 4 478 | 0,70 | 791 | 2,99 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 34 425 | 4,03 | 6 084 | 6,44 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 62 529 | 20,81 | 11 051 | 23,61 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 12 615 | −43,49 | 2 240 | −41,92 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 195 417 | 3,38 | 34 538 | 6,02 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 702 | −0,71 | 124 | 1,64 | ||||
2025-07-02 | 13F | S. R. Schill & Associates | 1 600 | 0,00 | 283 | 2,17 | ||||
2025-07-15 | 13F | Well Done, LLC | 28 560 | 9,77 | 5 048 | 14,60 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 45 | −32,84 | 0 | −100,00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 59 049 | 2,58 | 10 | 11,11 | ||||
2025-07-11 | 13F | Diversified Trust Co | 29 177 | 3,93 | 5 157 | 6,33 | ||||
2025-08-14 | 13F | Hara Capital LLC | 1 065 | 0,00 | 188 | 2,73 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 1 434 | −5,60 | 253 | −3,44 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 667 781 | 1,50 | 118 024 | 3,85 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 654 529 | 2,44 | 108 966 | 0,74 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 2 131 | 0,00 | 377 | 2,17 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 12 272 | 7,07 | 2 169 | 9,55 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 3 066 | 1,32 | 530 | 3,32 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 12 762 | 3,15 | 2 255 | 5,52 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 69 697 | 10,84 | 12 318 | 13,40 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 2 156 | −4,09 | 381 | −1,80 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 30 057 | −3,71 | 5 312 | −1,48 | ||||
2025-08-07 | 13F | Resolute Advisors LLC | 1 243 | 0,00 | 221 | 2,80 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Finward Bancorp | 3 277 | −0,24 | 579 | 2,12 | ||||
2025-04-22 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 13 100 | 322,58 | 2 315 | 332,71 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 201 | 207 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 45 205 | −11,76 | 7 990 | −5,66 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 90 785 | 3,17 | 16 045 | 5,57 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 234 873 | −6,22 | 394 991 | −4,05 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 54 336 | 1,82 | 9 603 | 4,18 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 12 147 | 843,82 | 2 147 | 866,67 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 13 789 | 25,62 | 2 439 | 28,52 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 012 | 6,65 | 709 | 9,24 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 3 527 | 4,78 | 623 | 7,23 | ||||
2025-07-15 | 13F | Norden Group Llc | 8 599 | −11,81 | 1 520 | −9,80 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 16 254 | −19,86 | 2 808 | −18,23 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 2 500 | −0,24 | 446 | 14,36 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 28 945 | 597,13 | 5 116 | 613,39 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 7 576 | −54,87 | 1 339 | −53,85 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 5 758 | −3,74 | 1 018 | −1,55 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 14 375 | −0,51 | 2 541 | 1,80 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 1 912 | 9,38 | 338 | 11,96 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 95 169 | 26,72 | 16 820 | 29,66 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 138 125 | 10,97 | 24 412 | 13,54 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 22 057 | −0,77 | 3 898 | 1,54 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Geometric Wealth Advisors | 6 564 | −0,64 | 1 160 | 1,67 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 1 835 | −99,54 | 324 | −99,53 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 139 893 | 8,50 | 24 725 | 11,01 | ||||
2025-08-12 | 13F | Guerra Advisors Inc | 46 993 | 8 306 | ||||||
2025-04-17 | 13F | Montecito Bank & Trust | 6 871 | 7,68 | 1 187 | 9,81 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 2 154 | −25,54 | 387 | −22,65 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 327 | −0,86 | 1 497 | 7,16 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 7 266 | −16,59 | 1 283 | −14,76 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 779 | 0,00 | 0 | |||||
2025-07-16 | 13F | RWM Asset Management, LLC | 7 616 | 108,03 | 1 346 | 112,97 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 2 570 | 454 | ||||||
2025-04-30 | 13F | Sofos Investments, Inc. | 3 054 | −51,19 | 528 | −47,46 | ||||
2025-07-15 | 13F | Unified Investment Management | 1 546 | 0,00 | 273 | 2,25 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 9 253 | 1,08 | 1 635 | 3,42 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 3 482 | −0,31 | 615 | 1,99 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 4 357 | 28,98 | 770 | 32,08 | ||||
2025-08-14 | 13F | STAR Financial Bank | 79 142 | 10,21 | 13 988 | 12,76 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 66 765 | 7,64 | 11 800 | 10,13 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 5 212 | 0,00 | 910 | 0,00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 56 817 | 5,19 | 10 042 | 7,62 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 19 729 | −27,71 | 3 487 | −26,05 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 1 357 | −1,81 | 240 | 0,42 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 1 933 | 4,26 | 334 | 6,39 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 1 703 | 3,71 | 301 | 6,01 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 4 594 | −1,40 | 812 | 0,87 | ||||
2025-08-14 | 13F | Graney & King, LLC | 7 679 | 0,00 | 1 357 | 2,34 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 3 689 | −4,55 | 652 | −2,40 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Cooper Financial Group | 1 403 | −27,46 | 248 | −25,75 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 68 608 | 5,90 | 12 126 | 8,35 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 1 253 | 221 | ||||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 526 | −0,94 | 93 | 1,10 | ||||
2025-08-08 | 13F | Cercano Management LLC | 69 120 | 0,00 | 12 216 | 2,32 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 2 247 | −0,88 | 397 | 1,53 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Tillman Hartley LLC | 9 659 | 0,63 | 1 707 | 2,96 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 3 656 | 0,00 | 646 | 2,38 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 7 049 | 58,26 | 1 246 | 62,32 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 7 601 | 2,25 | 1 343 | 4,60 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 1 338 | 236 | ||||||
2025-08-07 | 13F | Montag A & Associates Inc | 26 747 | −6,19 | 4 753 | −3,47 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2 722 | 4,01 | 481 | 6,42 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 23 686 | 1,61 | 4 186 | 3,97 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 25 208 | 0,69 | 4 455 | 3,03 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 19 590 | 0,00 | 3 462 | 2,34 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 550 | 0,00 | 97 | 2,11 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 1 278 | 0,00 | 226 | 2,27 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 838 | −30,22 | 148 | −28,50 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 3 193 | 0,00 | 564 | 7,84 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 5 732 | 0,39 | 1 013 | 2,74 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 16 230 | 46,75 | 2 884 | 50,99 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 1 223 | −31,75 | 218 | −25,09 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 2 343 | 0,43 | 414 | 2,73 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 17 489 | −41,04 | 3 | −40,00 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 44 047 | −2,28 | 7 785 | −0,01 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 2 309 | 0,00 | 410 | 3,54 | ||||
2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 101 146 | 2,98 | 17 877 | 5,36 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 74 889 | −0,24 | 13 233 | 2,07 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 2 199 | 27,92 | 389 | 31,08 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 7 339 | −5,72 | 1 297 | −3,50 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 16 575 | 13,06 | 2 930 | 15,68 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 28 855 | 2,40 | 5 100 | 4,77 | ||||
2025-07-02 | 13F | Marotta Asset Management | 19 115 | −4,99 | 3 378 | −3,82 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 2 426 | 37,14 | 429 | 40,33 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 7 067 | −0,49 | 1 249 | 1,88 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 863 | 0,00 | 153 | 2,01 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 64 140 | 17,98 | 11 336 | 20,72 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1 327 | −1,48 | 235 | 0,86 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 1 600 | 0,00 | 284 | 2,90 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 6 453 | −6,72 | 1 115 | −8,54 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 5 446 | 0,00 | 963 | 2,34 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 3 136 589 | 27,92 | 554 361 | 30,88 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 58 028 | 0,81 | 10 312 | 3,70 | ||||
2025-08-14 | 13F | Guardian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 101 301 | 1,81 | 17 904 | 4,16 | ||||
2025-07-31 | 13F | Nisa Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 2 140 | −9,63 | 0 | |||||
2025-08-07 | 13F | Tfo-tdc, Llc | 1 184 | 209 | ||||||
2025-07-31 | 13F | Opes Wealth Management LLC | 1 281 | 4,32 | 226 | 6,60 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 12 439 | 66,01 | 2 198 | 69,86 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 32 396 | 2,19 | 5 726 | 4,55 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 247 946 | −3,73 | 43 822 | −1,50 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 36 966 | −4,53 | 6 533 | −2,32 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 6 259 | −0,54 | 1 106 | 1,75 | ||||
2025-07-08 | 13F | Lpwm Llc | 31 565 | 4,41 | 5 579 | 6,82 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 4 982 | −3,22 | 881 | −1,01 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 1 257 | −4,99 | 222 | −2,63 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 2 704 | 0,00 | 478 | 2,14 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 58 072 | 75,83 | 10 264 | 79,89 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 31 063 | −2,67 | 5 490 | −0,42 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 13 890 | 0,22 | 2 455 | 2,51 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 34 408 | 28,09 | 6 081 | 31,06 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3 104 | −6,76 | 549 | −4,70 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 19 411 | −0,06 | 3 431 | 2,27 | ||||
2025-08-14 | 13F | Saudi Central Bank | 756 686 | 134 466 | ||||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 1 193 | 0,00 | 211 | 1,94 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 27 960 | 1,62 | 4 942 | 3,98 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 5 084 | 0,30 | 899 | 2,63 | ||||
2025-08-07 | 13F | PCG Wealth Advisors, LLC | 1 312 | 0,00 | 232 | 2,21 | ||||
2025-09-19 | 13F | Base Wealth Management LLC | 18 818 | 20,17 | 3 326 | 22,92 | ||||
2025-07-29 | 13F | Regions Financial Corp | 17 516 | 1,54 | 3 096 | 3,89 | ||||
2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Versant Capital Management, Inc | 1 951 | 7,73 | 345 | 10,26 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 7 160 | −3,61 | 1 265 | −1,40 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 215 675 | 5,98 | 38 118 | 8,43 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 5 | 1 | ||||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 254 993 | 2,01 | 45 067 | 4,37 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 11 003 | −6,71 | 1 945 | −4,57 | ||||
2025-08-14 | 13F | Betterment LLC | 5 196 580 | −0,55 | 918 | 1,77 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 4 822 | −3,25 | 852 | −0,93 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 342 437 | 43,53 | 60 522 | 46,85 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 166 578 | 0,00 | 29 441 | 2,31 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 774 481 | 3,11 | 136 882 | 5,50 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 218 223 | 4,46 | 39 | 5,56 | ||||
2025-07-18 | 13F | Pacific Point Advisors, LLC | 4 129 | 0,00 | 730 | 2,24 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 73 667 | 13,11 | 13 112 | 16,55 | ||||
2025-07-18 | 13F | Truist Financial Corp | 3 235 790 | 6,07 | 571 893 | 8,52 | ||||
2025-07-25 | 13F | Parker Financial LLC | 133 424 | 2,02 | 23 580 | 4,37 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 27 | 5 | ||||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | United Bank | 21 435 | 1,81 | 3 788 | 4,18 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 4 487 | 18,48 | 793 | 21,25 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 15 953 | 0,79 | 2 819 | 3,11 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 16 325 | 2,09 | 2 885 | 4,45 | ||||
2025-07-23 | 13F | Mullooly Asset Management, Inc. | 2 612 | −40,80 | 462 | −39,50 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 23 611 | −0,02 | 4 173 | 2,30 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 1 484 | 0,00 | 262 | 2,34 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 928 740 | 9,50 | 164 146 | 12,03 | ||||
2025-07-16 | 13F | Brave Asset Management Inc | 5 913 | −8,69 | 1 045 | −6,53 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 25 808 | 209,52 | 4 586 | 218,47 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 1 841 | 0,00 | 325 | 2,20 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 1 225 | −74,89 | 216 | −74,35 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 35 184 | 0,50 | 6 218 | 2,83 | ||||
2025-08-13 | 13F | JT Stratford LLC | 3 881 | −6,05 | 686 | −3,93 | ||||
2025-07-24 | 13F | Trust Co of Tennessee | 477 599 | −0,11 | 84 411 | 2,20 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 4 608 | 0,22 | 814 | 4,63 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 14 239 | 12,05 | 2 517 | 14,62 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 678 | −29,60 | 120 | −28,31 | ||||
2025-04-25 | 13F | Westfuller Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 30 934 | 5 467 | ||||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 20 208 | 0,00 | 3 572 | 2,32 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 6 126 | 0,00 | 1 083 | 2,27 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 3 790 | −7,90 | 673 | −5,35 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 76 621 | −15,05 | 16 255 | −10,99 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 781 419 | −1,90 | 138 108 | 0,38 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 55 362 | 8,92 | 9 785 | 11,45 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 1 831 | −11,03 | 0 | |||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 13 347 | 59,25 | 2 359 | 62,96 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 83 891 | 12,33 | 14 827 | 14,93 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 660 | 0,02 | 4 535 | 2,35 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 11 409 | −18,45 | 2 016 | −16,56 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 104 442 | 18 482 | ||||||
2025-08-05 | 13F | American Capital Advisory, LLC | 61 | 0,00 | 11 | 0,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 1 810 | −99,34 | 320 | −99,32 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 2 112 | 0,62 | 373 | 3,04 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 42 269 | −3,21 | 7 471 | −0,97 | ||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 5 606 | 0,00 | 991 | 2,27 | ||||
2025-07-17 | 13F | XML Financial, LLC | 22 083 | 2,84 | 3 903 | 5,20 | ||||
2025-07-15 | 13F | Bfsg, Llc | 950 | 2,59 | 168 | 5,03 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 3 644 | −0,05 | 644 | 2,38 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 933 | −0,38 | 1 756 | 1,92 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 7 471 | 2,24 | 1 320 | 4,60 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 29 688 | −39,17 | 5 247 | −37,76 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 44 969 | −1,02 | 8 | 0,00 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 283 | 0,00 | 50 | 6,38 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 5 487 | −2,35 | 970 | −0,10 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 325 | 0,00 | 57 | 1,79 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 3 000 | −0,03 | 530 | 2,32 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 959 938 | 0,58 | 170 | 3,05 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 785 | 0,00 | 139 | 2,22 | ||||
2025-08-13 | 13F | Northern Trust Corp | 177 370 | 10,04 | 31 348 | 12,59 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 371 | −42,92 | 66 | −41,96 | ||||
2025-07-30 | 13F | CORDA Investment Management, LLC. | 6 741 | −7,72 | 1 191 | −5,55 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 25 344 | 6,39 | 4 479 | 8,85 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 54 044 | −3,52 | 9 552 | −1,28 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 9 544 | 1 704 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 285 357 | 0,01 | 50 709 | 2,89 | ||||
2025-08-04 | 13F | Canton Hathaway, LLC | 515 | 0,00 | 0 | |||||
2025-08-06 | 13F | Bonfire Financial | 29 056 | 0,49 | 5 163 | 3,38 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 9 584 | 0,66 | 1 694 | 2,98 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 11 664 | −9,48 | 2 062 | −7,37 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 434 | −23,73 | 77 | −21,43 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4 886 | 0,00 | 863 | 2,37 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 12 407 | −12,74 | 2 | 0,00 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 4 238 | −4,42 | 749 | −2,09 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 11 398 | 2,62 | 2 015 | 5,01 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149 133 | −1,83 | 26 358 | 0,44 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 2 285 | 0,00 | 404 | 2,28 | ||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 2 155 | −4,43 | 381 | −2,31 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Iowa State Bank | 8 891 | 0,00 | 1 571 | 2,35 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 32 579 | −1,85 | 5 789 | 0,96 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 81 110 | 0,00 | 14 335 | 2,32 | ||||
2025-08-14 | 13F | Permanens Capital L.P. | 797 030 | 1,17 | 141 630 | 4,07 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 267 469 | −1,28 | 47 272 | 1,00 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 21 174 | 1,47 | 3 742 | 3,83 | ||||
2025-07-17 | 13F | Robbins Farley Llc | 100 | 18 | ||||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 4 682 | −1,62 | 827 | 0,73 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 4 272 | −5,47 | 759 | −2,69 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 11 689 | 40,88 | 2 066 | 44,10 | ||||
2025-07-22 | 13F | Peoples Bank /oh | 1 557 | −6,04 | 275 | −3,85 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 181 | 29,29 | 32 | 29,17 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 3 299 | 1,70 | 583 | 3,93 | ||||
2025-08-14 | 13F | Mariner, LLC | 4 659 847 | 3,95 | 823 576 | 6,37 | ||||
2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 194 600 | 21,85 | 34 394 | 24,68 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 172 256 | −0,73 | 30 520 | 5,79 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 33 500 | 18,79 | 5 921 | 21,54 | |||
2025-07-25 | 13F | Wells Financial Advisors INC | 11 706 | −12,65 | 2 069 | −10,67 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 8 000 | −56,28 | 1 414 | −55,30 | |||
2025-07-24 | 13F | Lokken Investment Group LLC | 108 645 | 0,38 | 19 202 | 2,70 | ||||
2025-08-05 | 13F | Tsfg, Llc | 31 455 | 8,20 | 6 | 0,00 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 19 879 | 2,76 | 3 513 | 5,15 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 10 747 | 29,28 | 1 899 | 32,24 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 31 405 | 8,63 | 5 598 | 19,65 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 11 059 | −6,79 | 1 955 | −4,64 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 170 286 | 0,76 | 30 345 | 4,19 | ||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 4 976 | 5,63 | 879 | 8,12 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 3 395 | 57,25 | 600 | 61,29 | ||||
2025-07-29 | 13F | Northeast Investment Management | 18 610 | 3,42 | 3 289 | 5,82 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 1 196 | 211 | ||||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 150 | 0,00 | 0 | |||||
2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 310 100 | 54 807 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 14 787 | −56,55 | 2 614 | −55,55 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 2 002 | 0,00 | 354 | 2,32 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 130 998 | −4,13 | 23 153 | −1,91 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 7 446 585 | −3,09 | 1 316 109 | −0,84 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 55 792 | 11,01 | 9 861 | 13,58 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 108 | 0,00 | 19 | 0,00 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 662 810 | −60,14 | 117 145 | −59,22 | ||||
2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 5 425 | 43,71 | 959 | 46,93 | ||||
2025-04-21 | 13F | Trifecta Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 13 220 | 0,00 | 2 337 | 2,32 | ||||
2025-07-09 | 13F | Beacon Financial Group | 77 496 | 25,23 | 13 697 | 28,13 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 473 269 | 6,19 | 83 646 | 8,65 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 1 254 | −18,78 | 222 | −16,92 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 2 609 | −11,59 | 461 | −9,61 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 1 026 | 0,00 | 0 | |||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 2 325 179 | 2,67 | 410 957 | 5,05 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 7 100 | 0,00 | 1 | 0,00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 4 524 | −82,28 | 803 | −81,56 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 62 049 | 15,79 | 10 967 | 18,47 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 49 789 | −17,71 | 8 800 | −15,81 | ||||
2025-08-12 | 13F | Farmers National Bank | 2 118 | −0,75 | 374 | 1,63 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 8 503 | 509 | ||||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 1 909 | 1,22 | 339 | 4,31 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 20 198 | −11,51 | 3 570 | −9,46 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 160 | 28 | ||||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 7 446 | 1,99 | 1 316 | 4,36 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 80 195 | 9,33 | 14 174 | 11,86 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 6 235 | −0,14 | 1 102 | 2,13 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4 140 | 0,00 | 732 | 2,24 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 11 523 | 0,01 | 2 037 | 2,31 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 118 106 | 17,94 | 20 874 | 20,67 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 1 386 | 0,00 | 239 | 2,14 | ||||
2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 1 217 | −84,66 | 215 | −84,31 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 32 838 | 30,29 | 5 802 | 33,26 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 1 466 | 0,00 | 259 | 2,37 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 7 931 | 0,24 | 1 401 | 6,54 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 4 315 | 0,00 | 763 | 2,28 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 14 888 | −4,31 | 2 631 | −2,08 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 3 075 | −2,38 | 543 | −0,18 | ||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 6 028 | 4,15 | 1 065 | 6,61 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 124 | 63,16 | 22 | 61,54 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 1 498 | −5,49 | 265 | −3,30 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 1 858 | 0,00 | 0 | |||||
2025-08-14 | 13F | BancorpSouth Bank | 1 664 | 1,46 | 294 | 3,89 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 45 076 | 9,83 | 7 967 | 12,37 | ||||
2025-05-09 | 13F | Toews Corp /adv | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Guidance Capital, Inc | 1 822 | −7,61 | 320 | −3,92 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 6 128 | 5,22 | 1 | 0,00 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 8 215 | −15,88 | 1 452 | −13,94 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 3 570 | −52,36 | 631 | −51,31 | ||||
2025-07-14 | 13F | Abound Wealth Management | 2 827 | 28,09 | 500 | 30,97 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 8 753 | −10,04 | 1 542 | −8,21 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 678 | 358,11 | 120 | 357,69 | ||||
2025-08-13 | 13F | Botty Investors LLC | 29 467 | 0,00 | 5 236 | 2,87 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 17 568 | −0,96 | 3 | 0,00 | ||||
2025-07-30 | 13F | First Interstate Bank | 1 835 | 49,43 | 324 | 52,83 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 2 714 | 6,22 | 480 | 8,62 | ||||
2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 1 135 | −14,79 | 201 | −13,04 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 17 673 | 13,89 | 3 124 | 16,53 | ||||
2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Eq Llc | 1 288 | 0,00 | 228 | 2,25 | ||||
2025-07-10 | 13F | White Wing Wealth Management | 1 767 | 0,00 | 312 | 9,47 | ||||
2025-07-31 | 13F | Guardian Asset Advisors, LLC | 8 018 | 86,34 | 1 417 | 90,71 | ||||
2025-08-06 | 13F | Simmons Bank | 33 112 | −8,28 | 5 852 | −6,16 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14 373 | −14,44 | 3 | 0,00 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 21 549 | 36,34 | 3 809 | 39,49 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 10 685 | 0,00 | 1 888 | 2,33 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 22 500 | −6,13 | 3 977 | −3,96 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 6 434 | −50,07 | 1 137 | −48,92 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 154 244 | 11,09 | 27 261 | 13,66 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 5 435 | −49,20 | 961 | −48,05 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 2 227 | 230,42 | 394 | 238,79 | ||||
2025-08-13 | 13F | Rinkey Investments | 82 019 | −9,42 | 14 496 | −7,31 | ||||
2025-07-07 | 13F | Trust Co | 313 560 | −9,04 | 55 418 | −6,93 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 69 507 | −0,90 | 12 285 | 1,39 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 1 412 | 0,00 | 250 | 2,47 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 439 | −3,49 | 254 | −1,17 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 14 212 | −13,29 | 2 512 | −11,30 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 62 058 | −6,65 | 10 968 | −4,48 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 1 316 | 0,00 | 233 | 2,20 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 4 214 | −7,93 | 745 | −5,82 | ||||
2025-08-04 | 13F | Murphy Pohlad Asset Management LLC | 3 591 | 0,00 | 635 | 2,26 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10 530 | 1,46 | 2 | 0,00 | ||||
2025-04-29 | 13F | 44 Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 7 197 | 0,00 | 1 272 | 2,25 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 5 930 | −5,50 | 1 054 | −2,77 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 624 174 | −0,58 | 110 317 | 1,72 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 3 321 | 7,34 | 587 | 9,93 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 180 414 | 8,06 | 31 886 | 10,56 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 36 981 | −0,21 | 6 572 | 2,66 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 11 404 | 35,62 | 2 038 | 50,11 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 60 546 | 19,73 | 10 701 | 22,50 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 4 236 | 0,00 | 756 | 3,42 | ||||
2025-09-23 | 13F | Dakota Community Bank & Trust NA | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 8 650 | 2,63 | 1 552 | 13,79 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 5 539 | 4,65 | 979 | 7,00 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 10 006 | 4,96 | 1 768 | 14,95 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 65 488 | −2,61 | 11 574 | −0,35 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 96 083 | 8,25 | 16 982 | 10,76 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 1 353 | 0,00 | 239 | 2,58 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 317 036 | 4,12 | 56 033 | 6,53 | ||||
2025-07-15 | 13F | Cordant, Inc. | 262 | 0,00 | 46 | 2,22 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 1 449 416 | 0,38 | 257 565 | 3,27 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 182 517 | 7,25 | 32 258 | 9,73 | ||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 20 846 | −6,11 | 3 684 | −3,94 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 253 652 | 1,33 | 44 830 | 3,67 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 591 | −0,17 | 104 | 1,96 | ||||
2025-08-04 | 13F | Rede Wealth, LLC | 4 749 | 19,26 | 839 | 22,13 | ||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 1 175 | −16,07 | 208 | −14,11 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 1 284 | −15,58 | 227 | −8,50 | ||||
2025-07-29 | 13F | Private Trust Co Na | 17 774 | 5,93 | 3 141 | 8,39 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 31 187 | −9,21 | 5 512 | −7,10 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 3 184 | 0,09 | 563 | 2,37 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 3 751 | 1,74 | 663 | 4,09 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 307 452 | −0,73 | 54 339 | 1,57 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 151 517 | 2,94 | 26 779 | 5,32 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 1 440 | 0,00 | 255 | 2,42 | ||||
2025-08-04 | 13F | Field & Main Bank | 98 | 0,00 | 17 | 6,25 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 326 540 | −33,93 | 57 713 | −32,40 | ||||
2025-07-16 | 13F | Tenret Co LLC | 104 472 | −6,87 | 18 464 | −4,71 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 1 286 | −2,13 | 227 | 0,00 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 26 399 | 37,72 | 4 666 | 40,89 | ||||
2025-08-14 | 13F | Destination Wealth Management | 28 489 | −7,45 | 5 035 | −5,30 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 23 088 | −11,35 | 4 100 | −8,85 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 46 928 | 1,93 | 8 294 | 4,31 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 10 941 | −8,34 | 1 934 | −6,21 | ||||
2025-08-04 | 13F | Adell Harriman & Carpenter Inc | 3 802 | −8,01 | 672 | −5,89 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 7 174 | 0,35 | 1 268 | 2,67 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 1 910 | 339 | ||||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 318 | 0,00 | 410 | 2,25 | ||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 16 391 | 14,35 | 2 897 | 17,01 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 178 341 | −5,54 | 31 520 | −3,35 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 1 551 | 53,56 | 274 | 57,47 | ||||
2025-08-14 | 13F/A | Barclays Plc | 412 | 0,00 | 0 | |||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 9 200 | 7,92 | 1 626 | 10,46 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 44 559 | −3,02 | 7 875 | −0,77 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 3 787 | 0,00 | 669 | 2,29 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 17 344 | 5,78 | 3 065 | 8,23 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 3 642 | 1 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 670 761 | −0,49 | 119 103 | 2,29 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 369 | 66 | ||||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 12 306 | −1,09 | 2 174 | 1,16 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | VPR Management LLC | 3 350 | 0,00 | 592 | 2,42 | ||||
2025-08-04 | 13F | Spire Wealth Management | 119 413 | −1,48 | 21 105 | 0,81 | ||||
2025-05-15 | 13F | FSA Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 4 567 167 | −1,79 | 807 201 | 0,48 | ||||
2025-05-14 | 13F | Gw Henssler & Associates Ltd | 1 401 | 0,00 | 245 | 0,00 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 1 139 | 201 | ||||||
2025-05-05 | 13F | SNS Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 158 943 | 4,77 | 28 092 | 7,19 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 29 767 | 0,99 | 5 261 | 3,32 | ||||
2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 11 | 0,00 | 2 | 0,00 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 2 259 | 7,78 | 399 | 10,22 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2 282 | 76,35 | 403 | 80,72 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 47 | −2,08 | 8 | 0,00 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 2 708 | 0,00 | 479 | 2,36 | ||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 559 949 | 0,00 | 98 965 | 2,32 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 1 747 | −1,13 | 309 | 0,98 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 29 168 | 7,11 | 5 155 | 9,59 | ||||
2025-08-26 | 13F | Claris Financial LLC | 18 854 | −24,97 | 3 332 | −21,66 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 3 022 | 69,02 | 534 | 73,38 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 1 871 | 0,00 | 0 | |||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 1 329 | −0,37 | 235 | 1,74 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 3 343 | 591 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 260 596 | −5,34 | 46 094 | −3,07 | ||||
2025-07-17 | 13F | Mokosak Advisory Group, LLC | 61 812 | −1,01 | 10 924 | 1,29 | ||||
2025-08-08 | 13F | Parker Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Chris Bulman Inc | 32 932 | −1,02 | 5 820 | 1,27 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 72 748 | −4,85 | 12 857 | −2,62 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 1 590 | 0,00 | 281 | 2,55 | ||||
2025-08-13 | 13F | Philadelphia Trust Co | 1 297 | 0,00 | 0 | |||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 1 785 | 0,00 | 315 | 2,27 | ||||
2025-08-12 | 13F | Country Trust Bank | 506 | 0,00 | 89 | 2,30 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11 767 | 11,94 | 2 080 | 15,82 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 4 258 | −3,21 | 753 | −0,92 | ||||
2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 1 833 | 0,00 | 324 | 2,22 | ||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 10 526 | −8,12 | 1 860 | −5,97 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 302 044 | 43,73 | 53 384 | 47,06 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 16 744 | 20,74 | 2 959 | 23,55 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 1 384 981 | 4,99 | 245 | 7,49 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 57 757 | −2,21 | 10 208 | 0,04 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 6 727 | −31,83 | 1 195 | −29,87 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 2 765 | 10,12 | 489 | 12,70 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 134 073 | 0,80 | 23 825 | 3,70 | ||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 3 088 | 54,40 | 546 | 57,97 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 19 836 | 7,53 | 3 516 | 13,20 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 2 062 | −24,94 | 370 | −21,94 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 99 775 | −0,64 | 17 730 | 2,22 | ||||
2025-08-14 | 13F | Nepc Llc | 659 573 | −13,35 | 116 573 | −11,34 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 32 410 | −8,55 | 5 728 | −6,42 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 25 848 | 14,63 | 4 568 | 17,28 | ||||
2025-08-15 | 13F | Orcam Financial Group | 7 827 | 0,00 | 1 383 | 2,37 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 127 130 | 4,65 | 22 469 | 7,07 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 20 165 | −0,75 | 3 564 | 1,57 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 2 804 | −68,32 | 496 | −67,63 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 717 | −26,01 | 127 | −24,55 | ||||
2025-08-06 | 13F | Nvwm, Llc | 130 | 23 | ||||||
2025-08-11 | 13F | Birnam Oak Advisors, LP | 38 000 | 0,00 | 6 716 | 2,32 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 81 | 1,25 | 14 | 7,69 | ||||
2025-05-06 | 13F | Old Port Advisors | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 5 562 | −33,36 | 983 | −31,85 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 105 547 | −1,49 | 18 654 | 1,92 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 550 | 97 | ||||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 8 453 | 53,00 | 1 494 | 56,50 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 16 139 | −4,72 | 2 852 | −2,53 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 94 583 | −11,06 | 16 717 | −9,00 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 34 540 | 0,08 | 6 105 | 2,40 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 492 | 0,34 | 617 | 3,87 | ||||
2025-05-13 | 13F | Constant Guidance Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 135 372 | −6,11 | 23 926 | −1,98 | ||||
2025-08-14 | 13F | First Manhattan Co | 25 234 | 3,96 | 4 484 | 6,97 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 8 803 | 5,92 | 1 556 | 8,36 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 1 339 | 0,00 | 237 | 2,16 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 18 142 | −1,01 | 3 206 | 1,30 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 1 711 | 5,81 | 302 | 8,24 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 1 324 | 0,00 | 234 | 2,63 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 1 786 | 0,39 | 316 | 2,61 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 1 566 | 0,77 | 277 | 2,99 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 14 405 | −4,01 | 2 546 | −1,77 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 2 145 | −28,76 | 379 | −27,12 | ||||
2025-05-01 | 13F | Berkeley, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 1 238 954 | 2,06 | 218 973 | 4,43 | ||||
2025-08-13 | 13F | Mackenzie Financial Corp | 42 667 | 12,98 | 7 541 | 15,59 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 71 936 | 20,69 | 12 714 | 23,48 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 4 286 | 0,00 | 758 | 2,30 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 7 830 | 13,05 | 1 384 | 15,73 | ||||
2025-08-11 | 13F | Lanham O'Dell & Company, Inc. | 56 421 | 9 972 | ||||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 8 376 | 0,00 | 1 480 | 2,35 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 740 | 133 | ||||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 1 737 | 0,00 | 309 | 2,67 | ||||
2025-08-05 | 13F | Everest Management Corp. | 11 806 | 0,00 | 2 087 | 2,31 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 16 114 | 10,98 | 3 | 0,00 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 32 623 | −49,24 | 5 766 | −48,07 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 1 824 | 0,55 | 325 | 13,24 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 206 437 | 36 486 | ||||||
2025-07-31 | 13F | DDD Partners, LLC | 3 432 | −1,66 | 606 | 0,66 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 1 333 | 0,00 | 236 | 2,17 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 127 535 | 8,89 | 22 541 | 11,41 | ||||
2025-07-24 | 13F | rebel Financial LLC | 10 911 | 1 939 | ||||||
2025-08-11 | 13F | Pineridge Advisors LLC | 243 | 0,00 | 43 | 2,38 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 48 374 | 4,28 | 8 490 | 14,68 | ||||
2025-07-23 | 13F | InTrack Investment Management Inc | 6 404 | 1 132 | ||||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 10 990 | 14,32 | 1 942 | 16,99 | ||||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 1 128 | 200 | ||||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 13 783 | −3,24 | 2 436 | −0,98 | ||||
2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | SpringVest Wealth Management LLC | 3 164 | 0,00 | 562 | 2,93 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 7 801 | 356,73 | 1 385 | 369,15 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 685 | 2,39 | ||||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 1 194 | 0,00 | 211 | 3,45 | ||||
2025-07-29 | 13F | Creekside Partners | 5 597 | 0,00 | 989 | 2,38 | ||||
2025-04-29 | 13F | Hm Payson & Co | 938 | 0,00 | 162 | 2,53 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 77 867 | 1,97 | 13 762 | 4,34 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 6 269 | −19,30 | 1 108 | −17,38 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 377 494 | −0,64 | 67 082 | 2,22 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 176 | −52,41 | 210 | −50,70 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 5 075 | 0,00 | 897 | 2,28 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 1 374 | 0,00 | 243 | 2,11 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 1 217 | 215 | ||||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 2 649 | 468 | ||||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 228 422 | 3,68 | 40 371 | 6,08 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 92 308 | 1,28 | 16 315 | 3,62 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 21 | 0,00 | 4 | 0,00 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 785 | −68,80 | 1 199 | −68,08 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 1 396 | 72,77 | 247 | 76,98 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Innova Wealth Partners | 2 269 | 0,00 | 401 | 2,56 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 5 446 | 193,74 | 963 | 200,63 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 13 840 | 0,66 | 2 446 | 3,03 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 237 143 | 0,37 | 41 913 | 2,69 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 3 300 | 3,42 | 583 | 5,81 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 1 909 | −19,89 | 337 | −18,00 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 14 628 | 0,00 | 2 585 | 2,34 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 1 625 | −15,58 | 287 | −13,55 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 209 344 | 22,65 | 36 999 | 25,49 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 19 656 | −4,21 | 3 474 | −1,98 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 4 050 | −18,17 | 716 | −16,28 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 27 318 | 0,00 | 4 828 | 2,33 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 7 | −99,32 | 1 | −99,44 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 383 655 | 9,03 | 67 885 | 12,75 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 319 812 | 0,74 | 56 524 | 3,08 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 6 022 | 1 088 | ||||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3 316 | −3,69 | 586 | −1,35 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 5 282 774 | −1,76 | 933 677 | 0,51 | ||||
2025-07-25 | 13F | Advocate Group Llc | 7 948 | 0,00 | 1 405 | 2,33 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 135 480 | 5,47 | 23 945 | 7,91 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 207 | 0,00 | 37 | 2,86 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 2 656 | 0,00 | 469 | 2,40 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 39 274 | 2,78 | 6 941 | 5,17 | ||||
2025-07-29 | 13F | Uhlmann Price Securities, Llc | 4 003 | −5,57 | 707 | −3,42 | ||||
2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 1 168 | 0,00 | 206 | 2,49 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 38 074 | −5,95 | 6 729 | −3,78 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 5 363 | 2,41 | 958 | 5,86 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 4 771 | 20,21 | 843 | 23,07 | ||||
2025-08-14 | 13F | LM Advisors LLC | 17 194 | −0,22 | 3 | 50,00 | ||||
2025-08-14 | 13F | Aristotle Capital Management, LLC | 7 241 | −29,28 | 1 280 | −27,66 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 651 080 | −0,70 | 291 814 | 1,60 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 1 955 | 0,00 | 338 | 2,12 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 137 178 | 0,75 | 24 377 | 3,64 | ||||
2025-05-19 | 13F | Smith Asset Management Co., LLC | 3 659 | 3,24 | 632 | 5,33 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 401 789 | −0,97 | 601 | 1,35 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 5 633 | −0,14 | 996 | 2,16 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 1 637 | −1,03 | 294 | 2,81 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 1 293 | 37,99 | 229 | 48,05 | ||||
2025-08-04 | 13F | Atria Investments Llc | 411 778 | −1,60 | 72 778 | 0,68 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 17 340 | 1,69 | 3 065 | 4,04 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 303 068 | 4,25 | 53 564 | 6,67 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 20 792 247 | 2,86 | 3 674 798 | 5,24 | ||||
2025-08-07 | 13F | Mayport, Llc | 66 977 | 19,69 | 11 838 | 22,46 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 1 461 382 | 2,45 | 258 285 | 4,82 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 1 479 | −25,86 | 261 | −24,13 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 600 | 0,00 | 106 | 2,91 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 105 654 | −7,05 | 19 | −5,26 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 9 508 | −3,77 | 1 680 | −1,52 | ||||
2025-07-24 | 13F | MA Private Wealth | 164 984 | 519,89 | 29 159 | 534,30 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 15 382 | −27,71 | 2 719 | −26,08 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 22 246 | −6,94 | 3 862 | −4,55 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 3 221 | −10,97 | 569 | −7,03 | ||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 24 546 | −0,42 | 4 338 | 1,90 | ||||
2025-07-31 | 13F | United Community Bank | 75 | 13 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 78 026 | 1,82 | 13 790 | 4,19 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 592 | 60,00 | 105 | 65,08 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 10 771 | −2,27 | 1 904 | 0,00 | ||||
2025-08-14 | 13F | Wallace Hart LLC | 15 | 3 | ||||||
2025-07-25 | 13F | Northwest Capital Management Inc | 190 | −63,88 | 34 | −63,33 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 76 693 | 48,44 | 13 629 | 52,71 | ||||
2025-08-13 | 13F/A | Hartford Funds Management Co LLC | 3 705 | 59,42 | 655 | 63,09 | ||||
2025-04-11 | 13F | Davis Capital Management | 247 | 0,00 | 43 | 2,44 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 1 057 | 1,63 | 188 | 4,47 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 7 616 | 0,00 | 1 346 | 2,36 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 10 108 | −14,00 | 1 787 | −12,02 | ||||
2025-07-15 | 13F | Oak Root LLC | 122 588 | 41,60 | 21 666 | 44,88 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 11 239 | −0,20 | 1 986 | 2,11 | ||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 3 048 | 0,00 | 542 | 2,85 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 1 565 | −66,33 | 277 | −65,59 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 5 770 | 9,95 | 1 020 | 12,47 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 537 005 | 4,25 | 94 910 | 6,66 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 16 559 | −0,33 | 2 927 | 1,99 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 22 661 | 18,68 | 4 005 | 21,44 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 5 865 616 | 3,91 | 1 036 689 | 6,32 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 607 | −7,04 | 107 | −4,46 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 4 569 | −13,60 | 821 | −4,31 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 5 781 | 0,00 | 999 | 2,04 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10 263 | 0,00 | 1 814 | 2,31 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 50 160 | 47,01 | 8 865 | 50,43 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 2 932 | 65,84 | 518 | 69,84 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 1 674 | 0,00 | 296 | 14,79 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 29 951 | 559,28 | 5 294 | 575,13 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 686 | −26,71 | 0 | |||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 1 549 | 0,00 | 274 | 2,25 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 700 | 0,00 | 124 | 2,50 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 2 724 | −1,70 | 481 | 0,63 | ||||
2025-05-07 | 13F | University Of Texas/texas Am Investment Managment Co | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | GDS Wealth Management | 1 840 | −0,11 | 325 | 2,20 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Sandy Spring Bank | 10 729 | 0,00 | 1 853 | 2,04 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3 750 | 0,00 | 663 | 2,32 | ||||
2025-05-02 | 13F | Tectonic Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Warner Financial, Inc | 162 101 | 0,11 | 29 | 3,70 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 6 125 | 1,29 | 1 083 | 3,64 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 125 979 | −73,35 | 22 402 | −72,56 | ||||
2025-05-01 | 13F | Oxbow Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 90 507 | −1,03 | 15 996 | 1,27 | ||||
2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 9 043 | 91,63 | 1 598 | 96,07 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 21 869 | 1 527,16 | 3 885 | 1 574,57 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 12 546 | −8,11 | 2 217 | −5,98 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 6 567 | 0,00 | 1 161 | 2,29 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 12 179 | 2,98 | 2 153 | 5,39 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 117 935 | 0,65 | 20 844 | 2,98 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 4 927 | −0,04 | 871 | 2,23 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 1 101 | −0,09 | 195 | 2,11 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 138 701 | −0,23 | 24 514 | 2,08 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 34 026 | 0,37 | 6 014 | 2,68 | ||||
2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 9 313 | 5,78 | 1 646 | 8,22 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 81 402 | 0,22 | 14 387 | 2,54 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 14 758 | 6,78 | 2 608 | 9,26 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 31 852 | 4,27 | 5 630 | 6,69 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 441 | 0,00 | 78 | 1,32 | ||||
2025-07-10 | 13F | Legacy Financial Strategies, LLC | 1 672 | −0,18 | 296 | 2,08 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 5 192 | 0,00 | 918 | 2,34 | ||||
2025-08-11 | 13F | Theory Financial Llc | 14 972 | −24,99 | 2 651 | −23,12 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 2 836 | −0,42 | 501 | 2,04 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 828 | 517,91 | 146 | 534,78 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 2 636 | 0,00 | 466 | 2,20 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 3 533 165 | −0,23 | 624 452 | 2,08 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 4 533 | 2,86 | 801 | 5,26 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 13 985 | 2,15 | 2 415 | 4,19 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 32 462 | 14,13 | 5 737 | 16,77 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 6 742 | 30,53 | 1 198 | 34,91 | ||||
2025-07-01 | 13F | Private Client Services, Llc | 4 938 | −18,00 | 873 | −16,15 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 11 894 | −2,40 | 2 102 | −0,14 | ||||
2025-07-17 | 13F | BFI Infinity Ltd. | 2 176 | −46,72 | 385 | −45,53 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 126 635 | 33,34 | 22 381 | 36,44 | ||||
2025-07-17 | 13F | Refined Wealth Management | 65 211 | 1,34 | 11 525 | 3,69 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 13 783 | 5,76 | 2 436 | 8,22 | ||||
2025-05-08 | 13F | Lee-Kelleher Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 5 428 502 | 2,11 | 959 433 | 4,47 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 207 863 | −0,21 | 35 906 | 1,82 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 47 335 | −2,59 | 8 366 | −0,33 | ||||
2025-08-13 | 13F | Lumbard & Kellner, LLC | 4 893 | 0,00 | 865 | 2,25 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15 803 | −5,18 | 2 793 | −2,99 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 31 741 | −0,80 | 5 610 | 1,48 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 4 038 | 2,57 | 714 | 4,85 | ||||
2025-08-11 | 13F | Platform Technology Partners | 6 501 | 0,00 | 1 149 | 2,32 | ||||
2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 47 126 | 2,44 | 8 329 | 4,81 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 11 515 | 231,27 | 2 035 | 239,17 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 8 779 | −25,48 | 1 552 | −23,75 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 3 640 | 643 | ||||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 283 413 | 13,84 | 50 090 | 16,47 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 85 757 | 4,48 | 15 157 | 6,90 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 17 253 | 3 049 | ||||||
2025-07-08 | 13F | Dover Advisors, Llc | 2 805 | 0,00 | 496 | 2,27 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 1 950 | 0,00 | 345 | 2,38 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 5 848 | 15,12 | 1 034 | 17,79 | ||||
2025-08-08 | 13F | Avalon Trust Co | 782 | 0,00 | 138 | 2,22 | ||||
2025-08-14 | 13F | FC Advisory LLC | 5 029 | 1,93 | 889 | 4,23 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 80 | 14 | ||||||
2025-08-06 | 13F | Wedbush Securities Inc | 58 467 | 1,13 | 10 | 11,11 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 1 420 | 0,00 | 251 | 2,04 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 4 013 | 2,42 | 709 | 4,88 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 4 329 | −40,87 | 765 | −39,48 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 641 | 0,00 | 113 | 2,73 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 166 107 | 4,81 | 29 408 | 7,42 | ||||
2025-07-30 | 13F | apricus wealth, LLC | 4 050 | 11,72 | 716 | 14,22 | ||||
2025-09-03 | 13F | American Trust | 9 747 | 1 723 | ||||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 9 907 | 1 763 | ||||||
2025-07-08 | 13F | Prism Advisors, Inc. | 110 071 | −13,30 | 19 454 | −11,30 | ||||
2025-08-08 | 13F | Condor Capital Management | 348 650 | 0,59 | 61 620 | 2,92 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 189 | −1,90 | 210 | 0,48 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 7 667 | 0,00 | 1 355 | 2,34 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 59 217 | 1,37 | 10 592 | 9,84 | ||||
2025-07-22 | 13F | JP Wealth Management, Inc. | 3 900 | 0,00 | 689 | 2,38 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 7 593 | −18,45 | 1 342 | −15,77 | ||||
2025-08-14 | 13F | Kitching Partners, Llc | 8 192 | 50,62 | 1 448 | 54,10 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 32 194 | −9,50 | 5 721 | −6,90 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 62 889 | 9,74 | 11 135 | 12,48 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 1 430 | −4,67 | 253 | −2,70 | ||||
2025-08-12 | 13F | Tumwater Wealth Management, LLC | 1 145 | 202 | ||||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 5 586 | −0,73 | 993 | 2,06 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 3 592 | 0,00 | 635 | 2,26 | ||||
2025-07-11 | 13F | Busey Wealth Management | 4 167 | 7,37 | 736 | 9,85 | ||||
2025-08-05 | 13F | Towercrest Capital Management | 3 208 | 0,00 | 567 | 2,17 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 16 324 | −4,35 | 2 885 | −2,14 | ||||
2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 23 331 | −6,92 | 4 124 | −4,76 | ||||
2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 14 899 | −1,81 | 2 633 | 0,50 | ||||
2025-05-13 | 13F | Quadrature Capital Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 3 556 | 111,29 | 628 | 116,55 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 525 | 0,00 | 93 | 2,22 | ||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 35 776 | −4,52 | 6 323 | −2,30 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 14 391 | 46,55 | 2 543 | 49,94 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Solitude Financial Services | 1 147 | 203 | ||||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 1 407 | 18,53 | 249 | 21,57 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 40 444 | 7 148 | ||||||
2025-08-14 | 13F | Syon Capital Llc | 23 914 | −17,86 | 4 227 | −15,97 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 387 326 | −26,19 | 68 455 | −24,48 | ||||
2025-08-14 | 13F | Harris Associates L P | 2 982 | −51,11 | 527 | −49,95 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 2 504 | −1,49 | 443 | 0,68 | ||||
2025-08-13 | 13F | Harfst & Associates, Inc. | 1 770 | −15,55 | 313 | −13,81 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5 220 | 0,00 | 923 | 2,33 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 6 370 | −64,56 | 1 126 | 3,31 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 9 370 | −5,33 | 1 656 | −3,10 | ||||
2025-08-14 | 13F | Chan Zuckerberg Initiative, LLC | 147 963 | −64,37 | 26 151 | −63,54 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 2 709 | 0,00 | 479 | 2,36 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 5 624 | 0,00 | 994 | 2,37 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 907 305 | 1,82 | 160 357 | 4,17 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 6 561 | 0,00 | 1 160 | 2,29 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 7 098 | 8,63 | 1 255 | 11,17 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 3 144 | 0,00 | 556 | 2,21 | ||||
2025-07-21 | 13F | Family CFO Inc | 36 556 | −1,01 | 6 461 | 1,29 | ||||
2025-07-09 | 13F | Archer Investment Management, LLC | 2 827 | −6,17 | 500 | −4,04 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 1 200 | 0,00 | 212 | 2,42 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 4 345 | 0,14 | 768 | 2,40 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 4 966 | −0,78 | 878 | 1,50 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 50 759 | 9,00 | 8 971 | 11,51 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 7 628 | −5,59 | 1 348 | −3,37 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 23 193 | 58,93 | 4 099 | 62,66 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 166 651 | −2,51 | 29 454 | −0,26 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 5 031 | −1,91 | 889 | 0,45 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 10 255 | −3,89 | 1 813 | −1,68 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 1 919 | 0,42 | 339 | 2,73 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 0 | 0 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 175 | 31 | ||||||
2025-07-25 | 13F | Apollon Financial, LLC | 4 037 | −1,99 | 713 | 0,28 | ||||
2025-07-16 | 13F | Cresta Advisors, Ltd. | 97 747 | 4,66 | 17 276 | 7,08 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 50 705 | −2,09 | 8 962 | 0,18 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 2 534 | 3,90 | 448 | 6,18 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 20 296 | 3 587 | ||||||
2025-07-31 | 13F | Orion Capital Management LLC | 1 339 | 0,00 | 237 | 2,16 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Opus Capital Group, LLC | 28 429 | −0,23 | 5 | 25,00 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 2 994 | −0,03 | 529 | 2,32 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 126 242 | 1,08 | 22 807 | 10,84 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 3 436 | −2,05 | 1 | |||||
2025-08-14 | 13F | Redwood Financial Network Corp | 6 489 | −1,05 | 1 147 | 1,24 | ||||
2025-05-15 | 13F | Sentinus, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 2 739 | 0,00 | 464 | 0,00 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 57 882 | 3,90 | 10 230 | 7,49 | ||||
2025-08-14 | 13F | Headinvest, Llc | 4 503 | −15,61 | 796 | −13,68 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 72 687 | 7,62 | 12 847 | 10,11 | ||||
2025-08-01 | 13F | Garland Capital Management Inc | 2 709 | −13,70 | 479 | −11,81 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 118 470 | 14,98 | 20 938 | 17,65 | ||||
2025-08-14 | 13F | Envision Financial Planning, LLC | 3 476 | 614 | ||||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 703 338 | −3,48 | 125 588 | 4,40 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 7 118 | 56,47 | 1 258 | 60,25 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 151 | 0,00 | 27 | 0,00 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 64 714 | 0,46 | 11 438 | 2,79 | ||||
2025-04-25 | 13F | New Millennium Group LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Fjell Capital, LLC | 11 973 | −4,05 | 2 116 | −1,81 | ||||
2025-08-08 | 13F | Croban | 2 209 | 0,00 | 390 | 2,36 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 2 480 | 0,00 | 438 | 2,34 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 81 | −8,99 | 14 | −6,67 | ||||
2025-07-24 | 13F | Blair William & Co/il | 823 862 | 7,59 | 145 609 | 10,08 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 175 | 0,00 | 0 | |||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 1 497 | −54,15 | 265 | −53,01 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 8 425 | −15,27 | 1 489 | −13,28 | ||||
2025-05-02 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 26 757 | −33,06 | 4 455 | −36,93 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 6 687 | 6,72 | 1 182 | 9,15 | ||||
2025-08-07 | 13F | Commerce Bank | 63 904 | 2,77 | 11 294 | 5,15 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 33 544 | 5,92 | 5 929 | 8,37 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 1 533 | 0,00 | 272 | 3,03 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 14 083 | 2,92 | 2 503 | 5,88 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 875 974 | 361,46 | 154 820 | 372,15 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 10 028 | −0,72 | 1 772 | 1,61 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 10 153 | −3,29 | 1 794 | −1,05 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 168 617 | 3,40 | 29 801 | 5,79 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 81 061 | 6,84 | 14 405 | 9,91 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 025 | 8,35 | 358 | 10,87 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 400 | 0,00 | 71 | 1,45 | |||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 135 787 | 10,49 | 23 999 | 13,05 | ||||
2025-08-14 | 13F | UBS Group AG | 13 769 824 | 2,56 | 2 433 679 | 4,94 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 126 023 | −4,91 | 22 | 0,00 | ||||
2025-08-28 | NP | GPSTX - GuidePath(R) Growth Allocation Fund Service Shares | 25 512 | −61,19 | 4 509 | −60,30 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 494 | 0,00 | 87 | 2,35 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 15 997 | −28,88 | 2 827 | −27,23 | ||||
2025-07-21 | 13F | Franklin Street Advisors Inc /nc | 2 025 | 0,00 | 0 | |||||
2025-07-31 | 13F | Northstar Asset Management Llc | 19 875 | 5,08 | 3 513 | 7,50 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 73 247 | 12,29 | 12 946 | 14,89 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 11 090 | −1,64 | 1 960 | 0,67 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 13 501 | 3,69 | 2 377 | 15,00 | ||||
2025-07-24 | 13F | Riverchase Wealth Management, Llc | 11 779 | −6,32 | 2 082 | −4,15 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 12 323 | 82,19 | 2 178 | 86,39 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 31 613 | −18,40 | 5 587 | −16,51 | ||||
2025-07-18 | 13F | NRI Wealth Management LC | 1 176 | −9,19 | 208 | −7,17 | ||||
2025-04-21 | 13F | LifeGoal Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Emerald Advisors, LLC | 76 498 | 7,64 | 13 520 | 10,13 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 8 000 | 0,00 | 1 414 | 2,32 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 87 509 | 2,92 | 15 466 | 5,30 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 3 702 | 1,01 | 655 | 3,48 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 10 101 | 0,00 | 1 785 | 2,35 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 2 619 | 88,55 | 463 | 93,31 |