Grundläggande statistik
Institutionella ägare | 2547 total, 2541 long only, 2 short only, 4 long/short - change of 2,12% MRQ |
Genomsnittlig portföljallokering | 1.5527 % - change of 3,14% MRQ |
Institutionella aktier (lång) | 270 178 348 (ex 13D/G) - change of 13,98MM shares 5,45% MRQ |
Institutionellt värde (lång) | $ 110 678 921 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Growth ETF (US:VUG) har 2547 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 270,178,348 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jones Financial Companies Lllp, Morgan Stanley, Laurel Wealth Advisors LLC, Envestnet Asset Management Inc, Financial Engines Advisors L.L.C., UBS Group AG, LPL Financial LLC, Wells Fargo & Company/mn, and Ameriprise Financial Inc .
Vanguard Index Funds - Vanguard Growth ETF (ARCA:VUG) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 10, 2025 is 467,21 / share. Previously, on September 11, 2024, the share price was 370,59 / share. This represents an increase of 26,07% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 7 098 | 0,70 | 3 112 | 19,01 | ||||
2025-07-09 | 13F | David J Yvars Group | 547 | 0,00 | 240 | 18,32 | ||||
2025-08-14 | 13F | Frisch Financial Group, Inc. | 548 | 0,00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 10 571 | 1,46 | 4 635 | 19,99 | ||||
2025-08-13 | 13F | Vantagepoint Investment Advisers Llc | 8 500 | 0,00 | 3 726 | 18,25 | ||||
2025-08-01 | 13F | Liberty Wealth Management Llc | 5 155 | −92,54 | 2 259 | 23,86 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 392 | 0,00 | 172 | 17,93 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 2 554 | 0,31 | 1 120 | 18,54 | ||||
2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 24 584 | 47,47 | 10 778 | 74,36 | ||||
2025-07-08 | 13F | TL Private Wealth | 123 787 | 1,67 | 54 307 | 35,37 | ||||
2025-05-09 | 13F | Youngs Advisory Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Walker Asset Management, LLC | 1 359 | 12,87 | 596 | 33,41 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 1 608 | −10,32 | 705 | 6,02 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 35 322 | 1,35 | 15 494 | 19,89 | ||||
2025-07-23 | 13F | Financial Life Advisors | 26 006 | −0,66 | 11 401 | 17,45 | ||||
2025-08-01 | 13F | Clark Asset Management, LLC | 185 017 | 10,32 | 81 112 | 30,42 | ||||
2025-08-05 | 13F | Pointe Capital Management LLC | 1 295 | 0,00 | 568 | 18,13 | ||||
2025-08-14 | 13F | German American Bancorp, Inc. | 1 838 | 0,00 | 806 | 18,21 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 2 998 | 0,00 | 1 301 | 22,76 | ||||
2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 688 | 0,00 | 302 | 18,04 | ||||
2025-04-23 | 13F | Sabal Trust CO | 4 928 | −1,68 | 1 827 | −11,18 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 121 | 0,00 | 53 | 20,45 | ||||
2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 2 164 | 0,23 | 949 | 18,50 | ||||
2025-08-05 | 13F | Marshall Financial Group Inc /adv | 32 680 | −3,12 | 14 327 | 14,53 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 76 103 | 2,82 | 33 364 | 21,56 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 275 | 22,22 | 2 312 | 44,50 | ||||
2025-04-23 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 100 | 0,00 | 44 | 16,22 | ||||
2025-07-29 | 13F | Orin Green Financial, LLC | 4 617 | −0,41 | 2 024 | 27,54 | ||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 912 | 400 | ||||||
2025-05-12 | 13F | Northwest Quadrant Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 14 873 | 22,83 | 6 520 | 45,21 | ||||
2025-07-30 | 13F | Patten Group, Inc. | 710 | 0,00 | 311 | 18,25 | ||||
2025-07-25 | 13F | Presilium Private Wealth, Llc | 145 810 | −1,75 | 63 923 | 16,16 | ||||
2025-08-14 | 13F | Valley Financial Group, Inc. | 549 | −9,85 | 241 | 6,67 | ||||
2025-07-08 | 13F | Beacon Wealthcare LLC | 1 565 | 0,00 | 686 | 18,28 | ||||
2025-08-07 | 13F | Davis R M Inc | 6 349 | −2,46 | 2 783 | 15,33 | ||||
2025-08-14 | 13F | Avant Capital LLC | 4 480 | −1,69 | 1 964 | 16,28 | ||||
2025-07-10 | 13F | Bath Savings Trust Co | 24 456 | −3,50 | 10 722 | 14,08 | ||||
2025-07-14 | 13F | Farmers Trust Co | 2 847 | −1,25 | 1 248 | 16,74 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 18 281 | −1,50 | 8 014 | 16,45 | ||||
2025-07-29 | 13F | Arista Wealth Management, LLC | 49 193 | 21 566 | ||||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 2 296 | −5,05 | 1 007 | 12,28 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 132 273 | 10,38 | 57 989 | 28,14 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 3 189 | 21,44 | 1 398 | 43,68 | ||||
2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 3 721 | −40,62 | 1 537 | −39,54 | ||||
2025-08-08 | 13F | Financial Life Planners | 948 | −11,07 | 415 | 5,06 | ||||
2025-08-12 | 13F | Sfmg, Llc | 1 713 | 3,63 | 751 | 22,71 | ||||
2025-07-28 | 13F | Sagace Wealth Management LLC | 7 181 | 10,53 | 3 148 | 30,68 | ||||
2025-08-14 | 13F | Wellington Management Group Llp | 16 350 | −71,11 | 7 168 | −65,85 | ||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 1 134 | 0,00 | 497 | 18,33 | ||||
2025-08-05 | 13F | X-Square Capital, LLC | 2 262 | 3,67 | 1 | |||||
2025-08-12 | 13F | Athena Investment Management | 3 491 | 18,06 | 1 530 | 39,60 | ||||
2025-07-17 | 13F | Janney Capital Management LLC | 569 | 0,00 | 0 | |||||
2025-08-05 | 13F | Sulzberger Capital Advisors, Inc. | 808 | −5,39 | 354 | 12,03 | ||||
2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 2 535 | 1,12 | 1 111 | 19,72 | ||||
2025-08-06 | 13F | Summit Investment Advisors, Inc. | 528 | 0,19 | 235 | 15,84 | ||||
2025-07-24 | 13F | M. Kraus & Co | 532 | 233 | ||||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 1 180 | −4,92 | 517 | 12,39 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 400 378 | 0,30 | 175 727 | 18,72 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 91 250 | 0,36 | 40 004 | 18,65 | ||||
2025-07-15 | 13F | Patriot Investment Management Inc. | 3 086 | 0,00 | 1 353 | 18,27 | ||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 5 030 | −4,39 | 2 205 | 13,08 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 66 021 | 0,88 | 28 944 | 19,26 | ||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 1 218 | −8,70 | 534 | 8,10 | ||||
2025-08-13 | 13F | Knuff & Co LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 165 498 | 4,41 | 72 554 | 23,44 | ||||
2025-07-16 | 13F | ORG Partners LLC | 6 801 | −2,07 | 2 959 | 13,81 | ||||
2025-08-04 | 13F | HBK Sorce Advisory LLC | 11 817 | −5,89 | 5 181 | 11,25 | ||||
2025-08-04 | 13F | Center for Financial Planning, Inc. | 8 850 | 0,00 | 3 880 | 18,23 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 57 868 | −24,94 | 25 398 | −11,17 | ||||
2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 686 | 0,00 | 301 | 18,11 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9 193 | −6,79 | 4 030 | 10,20 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 1 094 | 79,64 | 480 | 113,33 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 2 | −95,24 | 1 | −100,00 | ||||
2025-08-06 | 13F | Washington Trust Bank | 576 | 0,00 | 253 | 18,31 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 16 946 | −49,48 | 7 429 | −40,27 | ||||
2025-07-22 | 13F | Marks Group Wealth Management, Inc | 4 969 | −3,85 | 2 178 | 13,67 | ||||
2025-08-04 | 13F | REDW Wealth LLC | 6 045 | 2,39 | 2 650 | 21,06 | ||||
2025-07-31 | 13F | Nilsine Partners, LLC | 648 | 284 | ||||||
2025-07-16 | 13F | Congress Asset Management Co /ma | 4 390 | 77,66 | 1 925 | 110,04 | ||||
2025-07-15 | 13F | Td Private Client Wealth Llc | 72 532 | −3,63 | 31 798 | 13,93 | ||||
2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Bokf, Na | 147 397 | 15,15 | 64 619 | 36,13 | ||||
2025-04-22 | 13F | Veridan Wealth LLC | 10 486 | 4,46 | 3 888 | −6,47 | ||||
2025-07-15 | 13F | McAdam, LLC | 7 262 | 17,32 | 3 184 | 38,69 | ||||
2025-07-30 | 13F | Pittenger & Anderson Inc | 1 938 | 8,09 | 850 | 27,86 | ||||
2025-08-12 | 13F | Planning Alternatives Ltd /adv | 37 741 | −4,81 | 16 546 | 12,54 | ||||
2025-07-28 | 13F | Essex LLC | 1 324 | 0,00 | 581 | 18,13 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 1 193 | 0,00 | 524 | 18,33 | ||||
2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 67 226 | 1,56 | 29 472 | 20,07 | ||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 589 | −29,55 | 258 | −16,77 | ||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 7 214 | 0,29 | 3 163 | 18,56 | ||||
2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 13 256 | −3,74 | 5 811 | 25,78 | ||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 7 243 | 3,40 | 3 175 | 22,26 | ||||
2025-08-13 | 13F | Kilter Group LLC | 75 | 33 | ||||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 2 334 | −7,27 | 1 023 | 9,65 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 182 351 | −40,29 | 79 943 | −29,41 | ||||
2025-07-15 | 13F | Marquette Asset Management, LLC | 4 434 | −2,64 | 1 944 | 15,11 | ||||
2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 796 | 0,00 | 349 | 18,31 | ||||
2025-07-24 | 13F | Lmcg Investments, Llc | 733 | 2,81 | 321 | 21,59 | ||||
2025-07-17 | 13F | Montis Financial, LLC | 1 815 | 0,00 | 796 | 18,13 | ||||
2025-08-04 | 13F | Spinnaker Trust | 1 652 | 0,79 | 724 | 19,28 | ||||
2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 6 023 | −0,90 | 2 640 | 17,18 | ||||
2025-08-08 | 13F | Stephenson & Company, Inc. | 585 | 0,00 | 256 | 18,52 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 10 592 | 39,70 | 4 644 | 65,17 | ||||
2025-08-07 | 13F | Northwest Bancshares, Inc. | 3 413 | −2,32 | 1 496 | 15,52 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8 126 | −1,12 | 3 705 | 28,21 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 5 244 | −4,84 | 2 299 | 12,53 | ||||
2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 14 618 | 33,33 | 6 409 | 57,64 | ||||
2025-07-23 | 13F | RMG Wealth Management LLC | 730 | 327 | ||||||
2025-08-15 | 13F | Keel Point, LLC | 8 232 | −0,10 | 3 609 | 18,13 | ||||
2025-07-21 | 13F | AEGON USA Investment Management, LLC | 1 152 | 0,00 | 505 | 18,27 | ||||
2025-07-02 | 13F | Dentgroup LLC | 19 141 | −1,59 | 8 392 | 16,35 | ||||
2025-07-10 | 13F | Triangle Securities Wealth Management | 5 555 | −3,22 | 2 435 | 14,43 | ||||
2025-07-15 | 13F | Optima Capital Llc | 3 847 | −0,23 | 1 688 | 18,05 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 3 889 | 3,40 | 1 705 | 22,24 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 98 865 | 43 342 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 37 078 | 4,90 | 16 274 | 24,16 | ||||
2025-07-17 | 13F | Charles Schwab Trust Co | 621 | 0,00 | 272 | 18,26 | ||||
2025-08-19 | 13F | Hohimer Wealth Management, Llc | 34 695 | 0,64 | 15 210 | 18,99 | ||||
2025-08-11 | 13F | Battery Global Advisors, LLC | 12 241 | 0,00 | 5 372 | 18,35 | ||||
2025-07-23 | 13F | WESPAC Advisors, LLC | 3 379 | −4,25 | 1 481 | 13,23 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Net Worth Advisory Group | 6 322 | 210,51 | 2 772 | 267,02 | ||||
2025-07-23 | 13F | Integris Wealth Management, LLC | 655 | −33,84 | 287 | −21,80 | ||||
2025-08-05 | 13F | Tme Financial, Inc. | 3 002 | 3,59 | 1 316 | 22,53 | ||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 13 484 | 1,24 | 5 911 | 19,70 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 500 | 219 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 2 702 | −0,11 | 1 | 0,00 | ||||
2025-08-14 | 13F | Select Asset Management & Trust | 690 | 0,00 | 0 | |||||
2025-07-09 | 13F | Veracity Capital LLC | 675 | −1,75 | 296 | 16,14 | ||||
2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 988 | 0,00 | 433 | 18,31 | ||||
2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 535 | 235 | ||||||
2025-07-15 | 13F | Jeppson Wealth Management, Llc | 3 112 | 0,00 | 1 364 | 18,20 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 92 481 | −20,87 | 40 544 | −6,45 | ||||
2025-07-25 | 13F | Pathway Financial Advisors LLC | 173 696 | 27,22 | 76 148 | 50,40 | ||||
2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2 352 | 100,00 | 1 031 | 136,47 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 5 752 | 1,61 | 2 522 | 20,10 | ||||
2025-07-07 | 13F | Retirement Wealth Solutions LLC | 158 | 0,00 | 69 | 18,97 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 150 | 44,23 | 66 | 71,05 | ||||
2025-05-13 | 13F | Lee Financial Co | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Westshore Wealth, LLC | 938 | 0,00 | 411 | 18,44 | ||||
2025-07-29 | 13F | Madison Wealth Partners, Inc | 9 002 | 6,06 | 3 946 | 25,39 | ||||
2025-08-08 | 13F | RAM Investment Partners, LLC | 1 445 | −1,37 | 633 | 16,57 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 10 641 | 4,58 | 4 665 | 23,65 | ||||
2025-08-19 | 13F | Delos Wealth Advisors, LLC | 31 | 14 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 1 185 089 | −19,23 | 519 543 | −4,51 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 237 854 | 3,44 | 104 395 | 22,43 | ||||
2025-07-30 | 13F | SkyOak Wealth, LLC | 3 946 | −3,02 | 1 730 | 14,66 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 462 | 210 | ||||||
2025-08-13 | 13F | Providence Capital Advisors, LLC | 2 995 | −26,49 | 1 313 | −13,05 | ||||
2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 1 228 | −0,41 | 538 | 17,72 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 32 870 | −50,67 | 14 410 | −41,68 | ||||
2025-08-14 | 13F | Elevatus Welath Management | 7 301 | −37,80 | 3 201 | −26,47 | ||||
2025-07-30 | 13F | Smith Thornton Advisors LLC | 881 | 0,00 | 386 | 18,40 | ||||
2025-07-17 | 13F | Coastline Trust Co | 7 590 | −4,53 | 3 327 | 12,86 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 3 981 | 0,05 | 1 745 | 18,31 | ||||
2025-08-12 | 13F | Deutsche Bank Ag\ | 3 797 | 26,61 | 1 665 | 49,64 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 785 410 | 7,72 | 344 | 27,41 | ||||
2025-07-28 | 13F | IFC Advisors LLC | 4 449 | 1,81 | 1 950 | 20,37 | ||||
2025-07-21 | 13F | Financial Council Asset Management Inc | 532 | −2,92 | 233 | 14,78 | ||||
2025-07-10 | 13F | Worth Asset Management, LLC | 496 | −96,45 | 217 | −95,81 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 11 667 | 96,22 | 5 115 | 132,08 | ||||
2025-07-17 | 13F | Sfm, Llc | 4 038 | 0,47 | 1 770 | 18,79 | ||||
2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 720 | −16,38 | 316 | −1,25 | ||||
2025-07-31 | 13F | Red Wave Investments LLC | 6 662 | −9,32 | 2 921 | 7,20 | ||||
2025-08-06 | 13F | Axim Planning & Wealth | 496 | 217 | ||||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 61 560 | 10,02 | 26 988 | 30,07 | ||||
2025-07-17 | 13F | Avondale Wealth Management | 133 | 0,00 | 58 | 18,37 | ||||
2025-07-18 | 13F | Ewa, Llc | 5 773 | −3,35 | 2 531 | 14,27 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 82 | 0,00 | 36 | 20,00 | ||||
2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 2 435 | −3,18 | 1 068 | 14,48 | ||||
2025-07-09 | 13F | Baron Financial Group, LLC | 539 | −7,23 | 236 | 9,77 | ||||
2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 666 | 0,00 | 989 | −9,69 | ||||
2025-07-21 | 13F | Hilltop National Bank | 3 592 | 0,03 | 1 575 | 6,86 | ||||
2025-08-15 | 13F | Truefg, Llc | 5 346 | 0,47 | 2 344 | 18,75 | ||||
2025-07-08 | 13F | Advance Capital Management, Inc. | 7 470 | −1,29 | 3 275 | 16,68 | ||||
2025-08-12 | 13F | Personal Cfo Solutions, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 2 017 | 16,25 | 884 | 37,48 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 476 | −0,63 | 209 | 17,51 | ||||
2025-07-18 | 13F | GEN Financial Management, INC. | 927 | −0,43 | 406 | 17,68 | ||||
2025-08-11 | 13F | Guidance Point Advisors, LLC | 606 | 0,00 | 266 | 18,30 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 13 637 | 14,24 | 5 979 | 35,07 | ||||
2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 696 | 0,00 | 305 | 18,22 | ||||
2025-08-12 | 13F | MAI Capital Management | 103 358 | −0,14 | 45 312 | 18,06 | ||||
2025-07-28 | 13F | Copia Wealth Management | 1 045 | 15,47 | 458 | 36,72 | ||||
2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 845 | −1,74 | 370 | 16,35 | ||||
2025-08-12 | 13F | Heritage Trust Co | 713 | 0,00 | 313 | 18,18 | ||||
2025-07-15 | 13F | tru Independence LLC | 963 | 4,33 | 422 | 23,10 | ||||
2025-07-11 | 13F | Lincoln Capital LLC | 3 387 | 0,42 | 1 485 | 25,13 | ||||
2025-07-28 | 13F | Wealthspan Partners, Llc | 80 261 | 0,33 | 35 187 | 18,62 | ||||
2025-07-18 | 13F | Victrix Investment Advisors | 611 | 268 | ||||||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 7 866 | 3 453 | ||||||
2025-08-07 | 13F | Meeder Advisory Services, Inc. | 6 123 | −32,77 | 2 685 | −20,52 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 1 131 | −14,32 | 496 | 1,23 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1 274 | 199,76 | 559 | 256,05 | ||||
2025-07-16 | 13F | Motive Wealth Advisors | 1 196 | 1,87 | 524 | 20,46 | ||||
2025-07-28 | 13F | Prairie Sky Financial Group LLC | 838 | 5,54 | 367 | 24,83 | ||||
2025-07-23 | 13F | LifeSteps Financial, Inc. | 4 358 | −1,13 | 1 910 | 16,89 | ||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 40 905 | −0,21 | 18 | 13,33 | ||||
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 871 | 0,00 | 382 | 18,32 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 024 392 | 0,04 | 449 607 | 19,99 | ||||
2025-07-23 | 13F | Center For Asset Management LLC | 1 527 | 15,07 | 632 | 28,46 | ||||
2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 1 090 | −5,87 | 478 | 11,42 | ||||
2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 722 | 0,00 | 755 | 18,18 | ||||
2025-05-12 | 13F | Providence First Trust Co | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 2 102 | 0,00 | 922 | 18,23 | ||||
2025-08-06 | 13F | Marco Investment Management Llc | 5 163 | −5,25 | 2 263 | 12,03 | ||||
2025-07-17 | 13F | HCR Wealth Advisors | 213 320 | 2,74 | 93 520 | 21,47 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 112 | 0,00 | 49 | 19,51 | ||||
2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 2 838 | −0,11 | 1 244 | 18,14 | ||||
2025-07-24 | 13F/A | TFR Capital, LLC. | 901 | −0,11 | 395 | 17,96 | ||||
2025-07-29 | 13F | Spreng Capital Management, Inc. | 51 878 | 1,25 | 22 743 | 19,70 | ||||
2025-08-07 | 13F | Midland Wealth Advisors Llc | 952 | 33,90 | 417 | 58,56 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 2 084 | −2,34 | 914 | 15,42 | ||||
2025-08-07 | 13F | CSM Advisors, LLC | 201 387 | −49,31 | 88 | −40,14 | ||||
2025-08-15 | 13F | WFA of San Diego, LLC | 1 477 | 49,19 | 648 | 70,26 | ||||
2025-07-14 | 13F/A | Seek First Inc. | 706 | 1,44 | 310 | 19,77 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-07-18 | 13F | Founders Capital Management | 324 | 0,00 | 142 | 18,33 | ||||
2025-08-15 | 13F | Semmax Financial Advisors Inc. | 22 751 | −0,66 | 10 446 | 17,62 | ||||
2025-08-12 | 13F | Soundwatch Capital LLC | 638 | 292 | ||||||
2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 12 189 | 0,00 | 5 | 25,00 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 22 105 | 4,85 | 9 691 | 23,96 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 77 157 | 2,91 | 33 825 | 21,66 | ||||
2025-07-23 | 13F | Motiv8 Investments LLC | 13 615 | 11,97 | 5 969 | 32,39 | ||||
2025-07-31 | 13F | Ballast Advisors Llc | 1 380 | 3,68 | 605 | 22,52 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 1 946 | −3,47 | 853 | 14,19 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 629 | 2,61 | 276 | 21,15 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 7 454 | −0,07 | 3 271 | 18,26 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 1 743 | 96,06 | 765 | 132,52 | ||||
2025-05-15 | 13F | Wolverine Trading, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Appleton Partners Inc/ma | 1 324 | −0,82 | 1 | |||||
2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 2 225 | −8,96 | 975 | 7,62 | ||||
2025-07-24 | 13F | Moseley Investment Management Inc | 6 376 | 10,91 | 2 795 | 31,16 | ||||
2025-05-14 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | May Barnhard Investments LLC | 9 501 | −6,33 | 4 165 | 10,74 | ||||
2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 535 | 0,00 | 235 | 18,18 | ||||
2025-08-01 | 13F | Planning Directions Inc | 12 224 | −20,56 | 5 359 | −6,10 | ||||
2025-07-11 | 13F | Essex Savings Bank | 758 | 0,00 | 332 | 18,15 | ||||
2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 9 078 | 0,18 | 4 | 33,33 | ||||
2025-05-15 | 13F | Concorde Asset Management, LLC | 1 117 | −1,59 | 411 | −11,83 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 4 061 | 0,00 | 1 762 | 17,08 | ||||
2025-07-10 | 13F | Tompkins Financial Corp | 180 | 0,00 | 79 | 18,18 | ||||
2025-07-18 | 13F | SMI Advisory Services, LLC | 595 | 265 | ||||||
2025-07-30 | 13F | Cornerstone Advisory, LLC | 35 140 | 8,23 | 15 405 | 23,68 | ||||
2025-08-06 | 13F | Bensler, LLC | 1 083 | 93,39 | 475 | 128,99 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3 886 118 | 0,42 | 1 705 829 | 19,09 | ||||
2025-07-07 | 13F | Enterprise Bank & Trust Co | 785 | −4,85 | 344 | 12,79 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 39 932 | −1,32 | 17 506 | 16,67 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 2 057 | 9,53 | 902 | 29,45 | ||||
2025-08-01 | 13F | Bessemer Group Inc | 236 599 | −3,42 | 104 | 14,44 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 24 593 | −18,97 | 10 781 | −4,21 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Sage Financial Management Group, Inc. | 3 595 | 48,49 | 2 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 438 014 | 0,63 | 192 025 | 18,97 | ||||
2025-07-24 | 13F | Zullo Investment Group, Inc. | 1 065 | 0,47 | 467 | 18,58 | ||||
2025-07-11 | 13F | Oak Asset Management, LLC | 551 | 0,00 | 242 | 18,14 | ||||
2025-07-09 | 13F | GEM Asset Management, LLC | 993 | 0,20 | 435 | 17,57 | ||||
2025-04-14 | 13F | Moulton Wealth Management, Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 537 | −11,35 | 1 862 | −1,85 | ||||
2025-07-25 | 13F | Endowment Wealth Management, Inc. | 2 686 | 6,93 | 1 178 | 26,42 | ||||
2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 89 309 | 14,71 | 39 161 | 35,61 | ||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | First Pacific Financial | 98 566 | 0,99 | 43 211 | 19,39 | ||||
2025-07-17 | 13F | Stone Point Wealth LLC | 8 238 | 27,86 | 3 612 | 51,15 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 27 496 | −3,63 | 10 196 | −12,94 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 694 | −37,42 | 304 | −26,03 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 65 297 | −0,27 | 28 626 | 17,91 | ||||
2025-07-11 | 13F | Adirondack Trust Co | 6 305 | 2,94 | 2 764 | 21,71 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 1 128 | −22,79 | 494 | −8,69 | ||||
2025-08-11 | 13F | Actinver Wealth Management, Inc. | 537 | 235 | ||||||
2025-05-13 | 13F | Taurus Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Rebalance, Llc | 536 | 235 | ||||||
2025-08-05 | 13F | Marion Wealth Management | 2 756 | 1,55 | 1 208 | 20,08 | ||||
2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 759 | −5,48 | 333 | 12,12 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 6 340 | −15,27 | 3 | 0,00 | ||||
2025-08-01 | 13F | Facet Wealth, Inc. | 26 504 | −2,74 | 12 064 | 14,36 | ||||
2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Parker Investment Management, LLC | 598 | 0,00 | 262 | 18,55 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 100 169 | 3,42 | 43 914 | 22,27 | ||||
2025-08-08 | 13F | CFO4Life Group, LLC | 1 579 | 0,00 | 692 | 18,29 | ||||
2025-07-07 | 13F | Insight Wealth Strategies, LLC | 1 097 | 0,00 | 476 | 17,00 | ||||
2025-08-05 | 13F | Sensible Money, LLC | 550 | 0,00 | 241 | 18,72 | ||||
2025-08-14 | 13F | Clark Capital Management Group, Inc. | 3 187 | −23,87 | 1 397 | −9,99 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 74 | 32 | ||||||
2025-07-17 | 13F | City Holding Co | 165 | 0,00 | 72 | 18,03 | ||||
2025-05-02 | 13F | Burling Wealth Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 49 250 | 3,65 | 21 591 | 22,54 | ||||
2025-07-15 | 13F | Significant Wealth Partners LLC | 887 | 389 | ||||||
2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 2 696 | −2,35 | 1 182 | 15,44 | ||||
2025-07-21 | 13F | Compass Planning Associates Inc | 2 436 | 0,00 | 1 068 | 18,16 | ||||
2025-07-18 | 13F | United Bank | 9 188 | −12,29 | 4 028 | 3,71 | ||||
2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 309 | 0,00 | 0 | |||||
2025-07-28 | 13F | Compass Advisory Group LLC | 4 135 | 29,14 | 1 815 | 52,82 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 32 040 | 7,91 | 14 046 | 27,59 | ||||
2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 601 | −98,00 | 261 | −97,67 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 85 420 | 4,76 | 37 448 | 23,86 | ||||
2025-08-07 | 13F | Fagan Associates, Inc. | 622 | 0,00 | 273 | 18,26 | ||||
2025-07-03 | 13F | Trust Co of the South | 54 149 | 89,75 | 23 739 | 124,35 | ||||
2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 902 | −43,89 | 842 | −31,12 | ||||
2025-08-05 | 13F | Mathes Company, Inc. | 21 220 | 0,00 | 9 | 28,57 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 3 299 | 0,49 | 1 446 | 18,82 | ||||
2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 848 | −1,51 | 372 | 16,30 | ||||
2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6 286 | −0,24 | 2 756 | 13,98 | ||||
2025-05-15 | 13F | CAPROCK Group, Inc. | 27 962 | 55,15 | 10 369 | 40,18 | ||||
2025-07-11 | 13F | First PREMIER Bank | 19 848 | 1,37 | 9 | 14,29 | ||||
2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 110 916 | 0,51 | 48 625 | 18,83 | ||||
2025-08-14 | 13F | Systematic Alpha Investments, LLC | 130 672 | 0,00 | 57 287 | 18,23 | ||||
2025-08-14 | 13F | Colony Group, LLC | 554 038 | 2,61 | 242 896 | 21,31 | ||||
2025-07-31 | 13F/A | Avion Wealth | 19 070 | 34,63 | 8 | 60,00 | ||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 2 575 | 117,30 | 1 129 | 156,95 | ||||
2025-08-14 | 13F | Karpus Management, Inc. | 67 753 | 2,09 | 29 703 | 20,70 | ||||
2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4 691 | −0,06 | 2 057 | 18,16 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 29 777 | 159,77 | 13 063 | 209,92 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 866 | 0,00 | 380 | 18,07 | ||||
2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 1 524 | 0,00 | 668 | 18,26 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 11 363 | 0,97 | 4 987 | 19,51 | ||||
2025-08-14 | 13F | Evercore Wealth Management, LLC | 10 450 | −3,26 | 4 581 | 14,38 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 565 | 0,00 | 248 | 18,18 | ||||
2025-07-14 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Hopwood Financial Services, Inc. | 231 | 3,59 | 101 | 23,17 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 68 139 | 32,38 | 29 890 | 56,60 | ||||
2025-08-12 | 13F | Intellus Advisors LLC | 675 | −1,75 | 296 | 16,14 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 4 070 | 138,43 | 1 784 | 181,83 | ||||
2025-07-23 | 13F | Eagle Strategies LLC | 38 302 | 15,92 | 16 791 | 37,04 | ||||
2025-07-31 | 13F | Vaughan David Investments Inc/il | 706 | 0 | ||||||
2025-08-26 | 13F | Nautilus Advisors LLC | 3 140 | −0,79 | 1 376 | 17,31 | ||||
2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 259 284 | 0,90 | 113 673 | 19,29 | ||||
2025-08-12 | 13F | Del-Sette Capital Management, LLC | 3 124 | −30,55 | 1 370 | −17,88 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 4 888 | −0,61 | 2 143 | 17,55 | ||||
2025-08-13 | 13F | Portland Global Advisors LLC | 725 | 0,00 | 318 | 18,28 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 56 548 | 2,62 | 24 791 | 9,61 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 4 922 | 3,32 | 2 279 | 26,27 | ||||
2025-07-21 | 13F | Verus Financial Partners, Inc. | 1 102 | −4,01 | 488 | 17,35 | ||||
2025-07-31 | 13F | Peterson Wealth Services | 60 310 | −2,37 | 26 440 | 15,42 | ||||
2025-08-12 | 13F | Change Path, LLC | 190 859 | 3,41 | 83 672 | 22,26 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 43 062 | 3,63 | 18 878 | 22,52 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Tenon Financial LLC | 5 029 | 100,20 | 2 035 | 118,58 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 16 336 | 4,49 | 7 162 | 23,53 | ||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 11 091 | 5,41 | 4 862 | 24,63 | ||||
2025-08-14 | 13F | Osterweis Capital Management Inc | 59 | 31,11 | ||||||
2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 22 469 | 0,00 | 9 283 | 1,82 | ||||
2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 29 546 | 4,53 | 12 953 | 23,58 | ||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 3 991 | 139,27 | 1 750 | 183,01 | ||||
2025-08-12 | 13F | Associated Banc-corp | 56 891 | 0,21 | 24 941 | 18,48 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 324 941 | 3,92 | 142 454 | 22,85 | ||||
2025-07-24 | 13F | Certus Wealth Management, LLC | 23 720 | −7,15 | 10 399 | 0,77 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4 121 901 | 5,07 | 1 807 042 | 24,22 | ||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 535 | 235 | ||||||
2025-08-04 | 13F | 4wealth Advisors, Inc. | 1 712 | 13,38 | 751 | 33,93 | ||||
2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 10 722 | 4 701 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 200 | 88 | |||||
2025-07-11 | 13F | Lantz Financial LLC | 3 655 | −6,64 | 1 602 | 10,41 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 838 | −34,27 | 367 | −22,25 | ||||
2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 5 110 | 0,00 | 2 240 | 18,27 | ||||
2025-08-06 | 13F | Agf Management Ltd | 25 658 | −3,28 | 11 248 | 14,34 | ||||
2025-07-24 | 13F | Rice Partnership, LLC | 87 | 0,00 | 38 | 18,75 | ||||
2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 274 919 | −2,86 | 120 525 | 14,84 | ||||
2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 6 277 | −27,54 | 2 752 | −14,35 | ||||
2025-07-17 | 13F | Independence Bank of Kentucky | 3 166 | 0,96 | 1 388 | 19,36 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10 816 | 6,13 | 4 742 | 25,49 | ||||
2025-07-15 | 13F | Retirement Guys Formula Llc | 4 311 | 1,01 | 1 783 | 24,09 | ||||
2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 8 149 | 25,54 | 3 573 | 48,46 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 28 905 | 4,26 | 12 672 | 23,27 | ||||
2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 689 | 18,79 | 6 878 | 40,45 | ||||
2025-05-15 | 13F | Asset Allocation Strategies LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8 283 | −60,19 | 3 631 | −52,94 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 2 366 | −40,18 | 1 037 | −29,26 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 8 941 | −0,45 | 3 917 | 17,63 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 129 | −93,43 | 57 | −92,30 | ||||
2025-07-15 | 13F | Wealth Effects Llc | 5 853 | −2,40 | 2 566 | 15,38 | ||||
2025-08-08 | 13F | Opinicus Capital, Inc. | 11 061 | 6,29 | 4 849 | 25,69 | ||||
2025-08-13 | 13F | Avestar Capital, LLC | 1 533 | −14,83 | 673 | 0,75 | ||||
2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 2 965 | 9,53 | 1 300 | 29,61 | ||||
2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2 063 | 171,81 | 904 | 221,71 | ||||
2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co | 5 217 | −6,76 | 2 287 | 10,27 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 507 886 | 11,57 | 222 657 | 31,90 | ||||
2025-08-05 | 13F | Welch & Forbes Llc | 811 | −31,45 | 356 | −18,95 | ||||
2025-07-15 | 13F | World Equity Group, Inc. | 4 930 | 0,28 | 2 161 | 18,54 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 258 | 0,00 | 113 | 18,95 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 8 287 | 0,80 | 3 633 | 19,16 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 2 176 | −1,09 | 954 | 17,06 | ||||
2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 472 | 207 | ||||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 1 553 | 0,00 | 681 | 18,26 | ||||
2025-07-24 | 13F | Accredited Investor Services, Llc | 2 111 | 33,69 | 925 | 58,12 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 20 890 | 0,02 | 9 158 | 18,26 | ||||
2025-08-06 | 13F | Moors & Cabot, Inc. | 8 349 | 1,36 | 3 660 | 19,84 | ||||
2025-07-21 | 13F | Segment Wealth Management, LLC | 25 926 | 0,00 | 11 366 | 18,23 | ||||
2025-08-18 | 13F | Goodman Advisory Group, LLC | 21 030 | −13,88 | 9 220 | 1,81 | ||||
2025-08-13 | 13F | First National Advisers, LLC | 1 779 | 14,33 | 780 | 35,24 | ||||
2025-07-11 | 13F | Bell Bank | 586 269 | 4,61 | 257 020 | 23,68 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 23 662 | −32,60 | 10 373 | −20,32 | ||||
2025-07-28 | 13F | Nestegg Advisors, Inc. | 11 825 | 16,20 | 5 184 | 37,40 | ||||
2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 798 | 0,00 | 788 | 18,32 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 5 824 | −8,05 | 2 553 | 8,73 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 849 857 | 1,23 | 372 577 | 19,68 | ||||
2025-08-11 | 13F | Johnson Financial Group, LLC | 1 095 | 0,00 | 480 | 18,23 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 11 243 | −1,17 | 4 929 | 19,50 | ||||
2025-08-01 | 13F | Milestone Asset Management Group, LLC | 1 562 | 23,09 | 685 | 45,53 | ||||
2025-04-10 | 13F | IFS Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | MTC Wealth Management LLC | 18 520 | −3,19 | 8 119 | 14,46 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 21 097 | 9 249 | ||||||
2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 2 289 | 6,47 | 1 003 | 25,85 | ||||
2025-07-15 | 13F | McCarthy & Cox | 562 | 0,00 | 246 | 18,27 | ||||
2025-08-14 | 13F | Quartz Partners, LLC | 1 420 | −8,51 | 623 | 8,17 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 58 419 | −12,13 | 25 611 | 3,88 | ||||
2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 693 | −1,28 | 304 | 16,54 | ||||
2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 808 | 0,00 | 354 | 18,39 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 61 008 | 3,19 | 26 746 | 22,00 | ||||
2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 3 031 | 55,36 | 1 329 | 83,68 | ||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 29 849 | 15,95 | 13 086 | 37,09 | ||||
2025-07-10 | 13F | Baker Tilly Financial, Llc | 1 378 | −34,54 | 604 | −22,56 | ||||
2025-07-10 | 13F | IMPACTfolio, LLC | 464 | 203 | ||||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 77 | 266,67 | 34 | 371,43 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 477 680 | 61,51 | 209 511 | 91,03 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 9 576 | −14,00 | 4 198 | 1,70 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 4 901 | 0,00 | 2 | 100,00 | ||||
2025-07-14 | 13F | Harbor Group, Inc. | 3 763 | 10,94 | 1 650 | 31,19 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 26 775 | 0,00 | 9 929 | 0,00 | ||||
2025-07-22 | 13F | Safir Wealth Advisors, LLC | 34 370 | 0,82 | 15 068 | 19,19 | ||||
2025-08-11 | 13F | GKV Capital Management Co., Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Bank Of Hawaii | 321 923 | −1,77 | 141 131 | 16,14 | ||||
2025-08-08 | 13F | Sustainable Growth Advisers, LP | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F/A | Prospect Financial Services LLC | 8 281 | −10,00 | 3 630 | 6,42 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 76 529 | 30,21 | 33 572 | 53,96 | ||||
2025-07-22 | 13F | Willner & Heller, Llc | 1 993 | −5,81 | 874 | 11,35 | ||||
2025-07-09 | 13F | Taylor Hoffman Capital Management LLC | 4 384 | −3,29 | 1 922 | 13,27 | ||||
2025-05-05 | 13F | OneAscent Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 20 265 | −0,90 | 8 884 | 17,16 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 5 900 | −3,80 | 2 587 | 13,72 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 2 461 | −4,35 | 1 079 | 13,12 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 11 603 | 67,89 | 5 087 | 79,34 | ||||
2025-07-30 | NP | LEXI - Alexis Practical Tactical ETF | 14 051 | −11,82 | 5 805 | −10,21 | ||||
2025-07-23 | 13F | Colony Family Offices, LLC | 871 | 0,00 | 382 | 18,63 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 1 989 | 4,79 | 872 | 23,90 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 20 795 | −0,30 | 9 105 | 17,82 | ||||
2025-07-23 | 13F | Godsey & Gibb Associates | 295 | 0,00 | 129 | 18,35 | ||||
2025-07-29 | 13F | Disciplined Investments, LLC | 17 045 | −0,88 | 7 472 | 17,19 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 222 838 | 1,34 | 97 692 | 19,81 | ||||
2025-08-08 | 13F | Union Savings Bank | 316 | 0,00 | 144 | 22,22 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 14 031 | −0,01 | 6 151 | 18,22 | ||||
2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 869 661 | 7,43 | 381 259 | 27,01 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 96 185 | 0,51 | 42 167 | 18,83 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 2 290 | −86,03 | 1 004 | −83,50 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 2 730 | 0,89 | 1 197 | 19,34 | ||||
2025-08-06 | 13F | Financial Alternatives, Inc | 8 286 | −0,40 | 3 633 | 17,77 | ||||
2025-07-25 | 13F | Means Investment Co., Inc. | 1 729 | 1,05 | 758 | 19,40 | ||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 59 564 | 2,71 | 26 090 | 21,40 | ||||
2025-08-05 | 13F | Atlas Wealth LLC | 918 | −20,93 | 398 | −7,44 | ||||
2025-08-06 | 13F | Kcm Investment Advisors Llc | 11 770 | 4,63 | 5 160 | 23,71 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 353 | 194,17 | 155 | 250,00 | ||||
2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 103 996 | −3,09 | 45 592 | 14,58 | ||||
2025-07-25 | 13F | JustInvest LLC | 3 743 | −6,26 | 1 641 | 10,81 | ||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 1 857 | −11,66 | 814 | 4,49 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 1 525 | 1,19 | 669 | 19,89 | ||||
2025-08-06 | 13F | HORAN Wealth, LLC | 1 169 | 512 | ||||||
2025-08-11 | 13F | Schiavi & Co LLC | 902 | 0,00 | 395 | 18,26 | ||||
2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 599 | 5,46 | 263 | 24,76 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 8 245 | −4,78 | 3 615 | 1,72 | ||||
2025-08-13 | 13F | Lynch Asset Management, Inc. | 443 | 194 | ||||||
2025-08-13 | 13F | Ark & Tlk Investments, Llc | 1 140 | −3,63 | 500 | 13,93 | ||||
2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 920 | 403 | ||||||
2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2 310 | 0,35 | 1 014 | 18,76 | ||||
2025-07-17 | 13F | Legacy Wealth Management, Inc | 1 538 | 674 | ||||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 527 | −91,22 | 231 | −89,62 | ||||
2025-08-08 | 13F | Principal Financial Group Inc | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 761 | 8,40 | 334 | 28,08 | ||||
2025-08-13 | 13F | Loomis Sayles & Co L P | 6 382 | −49,26 | 2 798 | 69 825,00 | ||||
2025-08-07 | 13F | Cascade Financial Partners, LLC | 1 272 | 0,00 | 557 | 18,26 | ||||
2025-08-15 | 13F/A | Rakuten Securities, Inc. | 303 | −29,37 | 133 | −16,98 | ||||
2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 1 764 | −1,62 | 773 | 16,42 | ||||
2025-05-14 | 13F | GDS Wealth Management | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 142 | −74,32 | 62 | −70,39 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 163 699 | 3,17 | 71 766 | 21,97 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Y.D. More Investments Ltd | 44 | 0,00 | 19 | 18,75 | ||||
2025-07-11 | 13F | Scott Capital Advisors, LLC | 87 531 | −0,90 | 38 732 | 18,26 | ||||
2025-04-15 | 13F | Members Wealth Llc | 1 466 | 21,06 | 544 | 6,47 | ||||
2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 765 | 15,81 | 3 404 | 36,93 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | RoundAngle Advisors LLC | 5 562 | 2,66 | 2 438 | 21,35 | ||||
2025-08-07 | 13F | Winch Advisory Services, LLC | 2 094 | 9,92 | 918 | 30,03 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 1 552 072 | 4,96 | 680 429 | 24,08 | ||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 2 491 | 1 092 | ||||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 38 802 | −2,01 | 17 011 | 15,85 | ||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 33 127 | −1,50 | 14 523 | 16,45 | ||||
2025-08-14 | 13F | Apriem Advisors | 1 059 | 7,19 | 464 | 26,78 | ||||
2025-07-07 | 13F | Wesbanco Bank Inc | 8 421 | 218,13 | 3 692 | 276,25 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 25 279 | −27,33 | 11 082 | −14,09 | ||||
2025-07-16 | 13F | Plancorp, LLC | 8 846 | 7,41 | 3 878 | 26,99 | ||||
2025-08-04 | 13F | Assetmark, Inc | 514 034 | −1,58 | 225 352 | 16,36 | ||||
2025-07-18 | 13F | Marks Wealth, LLC | 867 | 380 | ||||||
2025-07-23 | 13F | Nbt Bank N A /ny | 603 | −7,66 | 264 | 9,09 | ||||
2025-07-22 | 13F | Confluence Wealth Services, Inc. | 3 290 | 1,36 | 1 442 | 23,35 | ||||
2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 2 386 | 0,25 | 1 046 | 18,59 | ||||
2025-08-01 | 13F | Bull Oak Capital, LLC | 2 981 | 0,00 | 1 307 | 18,19 | ||||
2025-08-06 | 13F | Paladin Advisory Group, LLC | 376 | 53,47 | 165 | 82,22 | ||||
2025-08-12 | 13F | Bravias Capital Group, LLC | 9 446 | 4,58 | 4 141 | 23,62 | ||||
2025-07-25 | 13F | Welch Group, LLC | 1 221 | −20,66 | 535 | −6,14 | ||||
2025-04-16 | 13F | Tudor Financial Inc. | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | Tidal Trust II - Tactical Advantage ETF | 4 600 | 2 017 | ||||||
2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 764 | 0,00 | 335 | 18,02 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 49 386 990 | 1,75 | 21 651 256 | 20,30 | ||||
2025-08-12 | 13F | Inscription Capital, LLC | 928 | 407 | ||||||
2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Corepath Wealth Partners Llc | 928 | 0,00 | 410 | 25,77 | ||||
2025-07-24 | 13F | Coordinated Financial Services, Inc. | 1 208 | −5,11 | 529 | 1,34 | ||||
2025-07-14 | 13F | Clayton Financial Group LLC | 39 724 | −41,11 | 17 415 | −30,38 | ||||
2025-08-13 | 13F | Riverview Capital Advisers, LLC | 19 976 | 1,40 | 8 757 | 19,88 | ||||
2025-07-15 | 13F | Cordant, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 65 134 | −7,74 | 28 554 | 9,07 | ||||
2025-07-11 | 13F | My Legacy Advisors, LLC | 2 462 | −14,10 | 1 089 | 2,54 | ||||
2025-08-04 | 13F | Family Wealth Group, LLC | 13 483 | 5 911 | ||||||
2025-08-01 | 13F | Capital Investment Counsel, LLC | 2 438 | 1 069 | ||||||
2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 11 851 | −11,88 | 5 441 | 11,70 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 574 | −0,09 | 2 005 | 14,18 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 165 | 0,00 | 72 | 18,03 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 10 680 | −16,25 | 4 682 | −10,53 | ||||
2025-07-11 | 13F | Weatherly Asset Management L. P. | 1 120 | 0,00 | 492 | 18,31 | ||||
2025-07-30 | 13F | Cookson Peirce & Co Inc | 645 | 0,00 | 283 | 17,99 | ||||
2025-04-09 | 13F | Dakota Community Bank & Trust NA | 165 | 61 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 44 108 | 0,33 | 19 337 | 18,62 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 2 780 | −0,93 | 1 219 | 17,12 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 1 746 | 74,25 | 765 | 106,20 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 815 | −40,73 | 357 | −29,86 | ||||
2025-07-21 | 13F | Single Point Partners, LLC | 1 822 | −3,14 | 1 | |||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 229 222 | 3,78 | 91 293 | 23,15 | ||||
2025-07-17 | 13F | Michels Family Financial, LLC | 2 925 | 0,00 | 1 282 | 18,27 | ||||
2025-08-05 | 13F | Milestone Asset Management, Llc | 751 | −53,41 | 329 | −44,89 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 5 746 | −2,35 | 2 519 | 15,45 | ||||
2025-08-05 | 13F | Chase Investment Counsel Corp | 1 200 | 0,00 | 1 | |||||
2025-07-03 | 13F | McLean Asset Management Corp | 2 146 | 0,00 | 938 | 32,67 | ||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 1 210 | 0,08 | 543 | 17,06 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 41 036 | 1,44 | 17 998 | 19,98 | ||||
2025-08-07 | 13F | New England Private Wealth Advisors LLC | 3 293 | 0,06 | 1 498 | 22,70 | ||||
2025-05-15 | 13F | Fft Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | American National Bank | 500 | 30,55 | 219 | 54,23 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Carr Financial Group Corp | 873 | 0,00 | 383 | 18,27 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 469 987 | 1,90 | 206 042 | 20,48 | ||||
2025-07-07 | 13F | First Community Trust Na | 12 | −60,00 | 5 | −54,55 | ||||
2025-08-08 | 13F | Everett Harris & Co /ca/ | 66 217 | −1,15 | 29 029 | 16,86 | ||||
2025-04-21 | 13F | Bigelow Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 3 683 | 0,00 | 1 615 | 18,24 | ||||
2025-07-22 | 13F | Valpey Financial Services, LLC | 18 052 | 7 914 | ||||||
2025-05-15 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-16 | 13F | Meridian Financial, LLC | 1 599 | 1,20 | 701 | 19,83 | ||||
2025-07-28 | 13F | Evernest Financial Advisors, LLC | 670 | 0,00 | 294 | 18,15 | ||||
2025-07-16 | 13F | EdgeRock Capital LLC | 470 | 206 | ||||||
2025-08-12 | 13F | Manchester Capital Management LLC | 4 039 | −91,09 | 1 771 | −89,47 | ||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 184 | 7,60 | 81 | 26,98 | ||||
2025-07-18 | 13F | Benchmark Wealth Management, LLC | 76 195 | −5,07 | 33 404 | 12,23 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 1 511 | 263,22 | 662 | 329,87 | ||||
2025-07-21 | 13F | West Financial Advisors, LLC | 5 613 | 7,30 | 2 461 | 26,87 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 394 581 | 8,57 | 172 986 | 28,36 | ||||
2025-07-15 | 13F | Define Financial, Llc | 937 | 0,00 | 411 | 21,66 | ||||
2025-07-22 | 13F | Sutton Place Investors Llc | 9 785 | 0,22 | 4 290 | 18,48 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 761 | 0,57 | 772 | 7,52 | ||||
2025-08-12 | 13F | Investments & Financial Planning, LLC | 3 962 | −0,33 | 1 737 | 17,84 | ||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 666 | −8,52 | 292 | 8,18 | ||||
2025-07-15 | 13F | Verum Partners LLC | 763 | −28,49 | 335 | −15,44 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 731 734 | −3,57 | 759 193 | 14,00 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 5 557 | −3,81 | 2 436 | 13,73 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 4 020 | −8,26 | 1 762 | 8,43 | ||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 1 200 | 0,00 | 526 | 18,47 | ||||
2025-07-29 | 13F | Easterly Investment Partners Llc | 3 633 | 0,00 | 1 593 | 18,19 | ||||
2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 2 006 | 0,00 | 879 | 21,58 | ||||
2025-08-01 | 13F | Taylor Financial Group, Inc. | 62 653 | 3,89 | 27 467 | 22,82 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 141 | 939 | ||||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Valmark Advisers, Inc. | 10 406 | 0,51 | 4 562 | 18,81 | ||||
2025-04-17 | 13F | Vista Wealth Management Group, LLC | 1 825 | 50,95 | 677 | 36,29 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 871 | −3,22 | 0 | |||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 29 025 | −3,76 | 12 725 | 13,78 | ||||
2025-07-16 | 13F | Kendall Capital Management | 23 048 | 5,66 | 10 104 | 24,93 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 12 415 | 5 443 | ||||||
2025-08-14 | 13F | Granite FO LLC | 1 028 | 0,00 | 451 | 18,11 | ||||
2025-07-09 | 13F | Parkside Advisors LLC | 486 | 213 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 716 569 | 5,87 | 314 144 | 25,17 | ||||
2025-08-05 | 13F | Magnolia Capital Advisors Llc | 29 166 | 235,09 | 12 786 | 296,22 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 1 100 | 0,00 | 483 | 18,43 | ||||
2025-08-14 | 13F | Comerica Bank | 137 652 | −6,19 | 60 347 | 10,91 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 1 995 | 70,37 | 875 | 101,38 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 489 | 1 091 | ||||||
2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 700 | −17,26 | 307 | 3,03 | ||||
2025-08-13 | 13F | Haverford Trust Co | 2 795 | 4,96 | 1 225 | 24,11 | ||||
2025-08-12 | 13F | Kensington Asset Management, LLC | 217 710 | 95 444 | ||||||
2025-07-14 | 13F | Financial Advisory Partners, Llc | 67 336 | 1,47 | 29 520 | 19,97 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 2 743 | −0,36 | 1 203 | 17,84 | ||||
2025-05-02 | 13F | BluePointe Capital Management, LLC | 1 107 | 4,14 | 410 | −5,96 | ||||
2025-07-14 | 13F | CJM Wealth Advisers, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 5 491 | 9,38 | 2 | 100,00 | ||||
2025-08-14 | 13F | Acas, Llc | 4 414 | 0,50 | 2 043 | 21,25 | ||||
2025-07-23 | 13F | Gentry Private Wealth, Llc | 26 197 | 4,22 | 11 485 | 23,21 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 245 688 | 0,77 | 107 710 | 19,13 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 2 708 | 9,06 | 1 187 | 29,02 | ||||
2025-07-10 | 13F | Burns J W & Co Inc/ny | 756 | 0,00 | 331 | 18,21 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 15 347 | 11,06 | 6 728 | 31,30 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 5 807 | 1,40 | 2 546 | 19,88 | ||||
2025-07-31 | 13F | Hobart Private Capital, LLC | 925 | 3,58 | 406 | 22,36 | ||||
2025-07-21 | 13F | Corundum Group, Inc. | 547 | 0,00 | 240 | 18,32 | ||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 606 | −2,57 | 266 | 15,22 | ||||
2025-04-21 | 13F | True Link Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | GeoWealth Management, LLC | 1 340 | −18,49 | 587 | −3,61 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 5 882 | 4,01 | 2 582 | 23,14 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 9 289 | −1,71 | 4 072 | 16,21 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 14 807 | −5,45 | 6 491 | 11,78 | ||||
2025-07-18 | 13F | jvl associates llc | 1 394 | 28,01 | 611 | 51,61 | ||||
2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 92 | 0,00 | 40 | 17,65 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 498 | −13,39 | 218 | 2,35 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 540 | 237 | ||||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 3 979 | 0,30 | 1 745 | 18,56 | ||||
2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 610 | 0,16 | 267 | 18,67 | ||||
2025-07-09 | 13F | Kearns & Associates LLC | 3 940 | 1,81 | 1 727 | 20,43 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 18 495 | 19,75 | 8 108 | 41,57 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 2 758 | −3,94 | 1 209 | 13,63 | ||||
2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 2 783 | 1 220 | ||||||
2025-07-25 | 13F | Wealth Architects, LLC | 2 278 | −29,80 | 999 | −17,04 | ||||
2025-07-07 | 13F | Bangor Savings Bank | 360 | 0,00 | 158 | 18,05 | ||||
2025-07-31 | 13F | Optimum Investment Advisors | 46 | 0,00 | 20 | 17,65 | ||||
2025-04-10 | 13F | Teamwork Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Clean Yield Group | 404 | 0,00 | 177 | 18,79 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 659 | 0,03 | 1 604 | 18,22 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 21 132 | 9 275 | ||||||
2025-08-14 | 13F | Fwl Investment Management, Llc | 1 200 | 0,00 | 526 | 18,47 | ||||
2025-07-15 | 13F | Kwmg, Llc | 10 707 | 3,38 | 4 694 | 22,21 | ||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Atwood & Palmer Inc | 460 | 0,00 | 202 | 18,24 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 2 798 | −5,54 | 1 227 | 11,66 | ||||
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 223 | −7,42 | 536 | −1,11 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 990 | 0,00 | 2 188 | 18,22 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 48 030 | −6,65 | 21 056 | 10,36 | ||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 1 833 | 0,00 | 804 | 18,26 | ||||
2025-07-25 | 13F | RHS Financial, LLC | 1 879 | −34,19 | 824 | −22,21 | ||||
2025-07-30 | 13F | Sonata Capital Group Inc | 567 | −1,05 | 0 | |||||
2025-08-08 | 13F | Mjp Associates Inc /adv | 7 405 | −0,48 | 3 246 | 17,65 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 39 441 | 0,64 | 17 291 | 18,99 | ||||
2025-08-15 | 13F | Fairfield, Bush & Co. | 1 067 | 9,66 | 468 | 29,72 | ||||
2025-07-15 | 13F | Bfsg, Llc | 12 | 5 | ||||||
2025-07-16 | 13F | Dakota Wealth Management | 49 108 | −5,08 | 21 529 | 12,22 | ||||
2025-08-14 | 13F | Camden Capital, LLC | 5 329 | −0,47 | 2 336 | 17,68 | ||||
2025-08-07 | 13F | 1st Source Bank | 606 | −1,30 | 266 | 16,74 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 104 680 | 18,89 | 45 892 | 40,55 | ||||
2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4 019 | −2,26 | 1 762 | 15,55 | ||||
2025-08-13 | 13F | Idaho Trust Bank | 13 006 | 19,94 | 5 702 | 41,78 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 3 785 | 58,24 | 1 659 | 87,03 | ||||
2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 528 | 7,81 | 1 985 | 27,49 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 2 380 | −2,06 | 1 043 | 15,76 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 148 302 | −0,41 | 66 795 | 16,61 | ||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 293 | 0,00 | 128 | 18,52 | ||||
2025-08-11 | 13F | Madison Asset Management, LLC | 8 451 | 5,23 | 3 705 | 24,38 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 147 | 0,00 | 941 | 18,36 | ||||
2025-08-04 | 13F | One Day In July LLC | 174 303 | 11,98 | 76 414 | 32,39 | ||||
2025-08-13 | 13F | Meridian Wealth Partners, LLC | 710 | −3,01 | 311 | 14,76 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 694 588 | 20,17 | 305 | 42,06 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 40 119 | −0,23 | 14 861 | −9,96 | ||||
2025-07-14 | 13F | Baring Financial LLC | 3 413 | −2,15 | 1 496 | 15,70 | ||||
2025-08-08 | 13F | Firestone Capital Management | 1 600 | 0,00 | 701 | 18,21 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 1 469 | 0,00 | 644 | 18,38 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 116 | 0,00 | 51 | 19,05 | ||||
2025-08-13 | 13F | Shelton Capital Management | 3 383 | 53,77 | 1 483 | 81,96 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 82 389 | 4,39 | 30 551 | −5,69 | ||||
2025-07-21 | 13F | Ashton Thomas Securities, Llc | 8 240 | 1,34 | 3 612 | 19,80 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 355 735 | −0,84 | 155 954 | 17,23 | ||||
2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 1 290 691 | −0,15 | 565 839 | 18,05 | ||||
2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 226 | 0,00 | 99 | 19,28 | ||||
2025-07-29 | 13F | Angeles Wealth Management, Llc | 26 507 | 33,60 | 11 621 | 57,94 | ||||
2025-08-14 | 13F | Hancock Whitney Corp | 5 884 | 256,39 | 2 580 | 321,41 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 21 057 | 0,44 | 9 232 | 18,74 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 362 | 27,46 | 159 | 50,48 | ||||
2025-08-12 | 13F | Aspiring Ventures, LLC | 693 | 0,00 | 304 | 13,91 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 447 094 | 0,40 | 195 938 | 18,68 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 1 122 | 0,63 | 492 | 18,89 | ||||
2025-08-01 | 13F | Zhang Financial LLC | 24 724 | 73,39 | 10 839 | 105,01 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 3 969 | 12,06 | 1 740 | 32,44 | ||||
2025-07-30 | 13F | Fusion Family Wealth LLC | 3 849 | −8,23 | 1 687 | 8,49 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 872 | 4,26 | 2 575 | 23,28 | ||||
2025-07-10 | 13F | Shira Ridge Wealth Management | 1 673 | −0,65 | 733 | 17,47 | ||||
2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 3 056 | 17,67 | 1 340 | 39,04 | ||||
2025-07-29 | 13F | Sigma Investment Counselors Inc | 955 | 1,92 | 419 | 20,46 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 900 | 0,00 | 395 | 18,32 | ||||
2025-08-11 | 13F | Wealthspire Advisors, LLC | 896 976 | −2,46 | 393 234 | 15,32 | ||||
2025-07-08 | 13F | First International Bank & Trust | 1 511 | −21,14 | 662 | −6,76 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 919 | −34,22 | 341 | −34,87 | ||||
2025-07-31 | 13F | New Hampshire Trust | 747 | 0,00 | 327 | 18,05 | ||||
2025-07-18 | 13F | Tanager Wealth Management LLP | 1 380 | 0,00 | 605 | 18,20 | ||||
2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 10 | 4 | ||||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 5 893 | −0,51 | 2 583 | 17,62 | ||||
2025-07-18 | 13F | Parsons Capital Management Inc/ri | 8 959 | −10,70 | 3 928 | 5,56 | ||||
2025-08-12 | 13F | Latigo Investments, LLC | 20 176 | 0,00 | 8 845 | 18,22 | ||||
2025-07-28 | 13F | Ritholtz Wealth Management | 22 186 | −3,77 | 9 726 | 13,78 | ||||
2025-07-11 | 13F | Thomasville National Bank | 1 428 | −40,94 | 626 | −30,13 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 531 327 | 0,19 | 232 934 | 18,45 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Stephens Consulting, LLC | 6 020 | −0,35 | 2 639 | 17,81 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 3 894 | −11,34 | 2 | 0,00 | ||||
2025-08-12 | 13F | Goepper Burkhardt LLC | 1 789 | −41,48 | 784 | −30,80 | ||||
2025-04-11 | 13F | Ehrlich Financial Group | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 1 964 | 0,56 | 728 | −9,11 | ||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 14 483 | 47,92 | 6 306 | 73,72 | ||||
2025-07-30 | 13F | Wbh Advisory Inc | 9 487 | 58,09 | 4 159 | 86,88 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 2 176 216 | −12,31 | 954 053 | 3,67 | ||||
2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 900 | 395 | ||||||
2025-08-13 | 13F | River Wealth Advisors LLC | 3 555 | 77,13 | 1 558 | 109,41 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB | 6 300 | −65,38 | 2 762 | −59,08 | ||||
2025-07-23 | 13F | Opulen Financial Group LLC | 2 035 | 3,30 | 892 | 22,05 | ||||
2025-08-12 | 13F | Covington Investment Advisors Inc. | 8 534 | 0,79 | 4 | 0,00 | ||||
2025-08-12 | 13F | Weitzel Financial Services, Inc. | 968 | −6,20 | 446 | 21,86 | ||||
2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 814 | 0,00 | 357 | 18,60 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 39 594 | −3,67 | 17 358 | 28,18 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 20 286 | −0,70 | 8 893 | 17,40 | ||||
2025-07-16 | 13F/A | CX Institutional | 14 312 | −56,37 | 6 | −50,00 | ||||
2025-07-22 | 13F | DBK Financial Counsel, LLC | 626 | 0,00 | 275 | 18,10 | ||||
2025-07-24 | 13F | Financial Security Advisor, Inc. | 1 301 | 54,88 | 571 | 83,60 | ||||
2025-07-15 | 13F | Bannerman Wealth Management Group, Llc | 1 773 | 0,00 | 777 | 18,26 | ||||
2025-07-17 | 13F | Chicago Capital, LLC | 7 052 | 0,00 | 3 092 | 18,20 | ||||
2025-07-15 | 13F | Cora Capital Advisors Llc | 37 227 | −1,52 | 16 320 | 16,43 | ||||
2025-08-11 | 13F | Sharpepoint Llc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 584 | 0,00 | 256 | 18,06 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 3 319 | 0,00 | 1 455 | 18,29 | ||||
2025-07-11 | 13F | Harbour Capital Advisors, LLC | 4 927 | 0,00 | 2 154 | 23,02 | ||||
2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 1 101 | 483 | ||||||
2025-08-05 | 13F | Key FInancial Inc | 4 542 | −0,85 | 1 991 | 17,26 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 218 | 0,46 | 96 | 23,08 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 58 896 | −0,45 | 25 820 | 17,69 | ||||
2025-08-04 | 13F | Waterfront Wealth Inc. | 2 482 | 2,94 | 1 088 | 21,70 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 779 | −35,64 | 780 | −24,00 | ||||
2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | TCTC Holdings, LLC | 42 | 0,00 | 19 | 20,00 | ||||
2025-05-15 | 13F | Wealth Management Strategies, Inc. | 68 101 | 14,13 | 25 253 | 10 249,59 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 9 900 | −56,77 | 4 340 | −48,89 | |||
2025-08-06 | 13F | Yelin Lapidot Holdings Management Ltd. | 3 835 | 0,00 | 1 681 | 18,21 | ||||
2025-08-08 | 13F | WP Advisors, LLC | 1 393 | 0,00 | 611 | 18,22 | ||||
2025-07-24 | 13F | Insight Inv LLC | 223 | 0,00 | 98 | 18,29 | ||||
2025-07-25 | 13F | Johnson Investment Counsel Inc | 22 773 | −23,87 | 9 984 | −10,00 | ||||
2025-08-14 | 13F | Betterment LLC | 290 155 | 8,47 | 127 | 28,28 | ||||
2025-08-13 | 13F | American Money Management, LLC | 558 | −3,29 | 245 | 14,02 | ||||
2025-07-31 | 13F | City State Bank | 10 271 | 1,02 | 4 503 | 19,42 | ||||
2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 4 020 | 5,73 | 1 762 | 25,05 | ||||
2025-08-07 | 13F | Allworth Financial LP | 183 654 | 10,12 | 80 514 | 30,15 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 687 | −65,49 | 305 | −59,01 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 3 583 | −2,58 | 1 571 | 15,19 | ||||
2025-08-12 | 13F | Sierra Summit Advisors Llc | 1 580 | −4,01 | 693 | 13,44 | ||||
2025-08-13 | 13F | Ted Buchan & Co | 23 777 | 79,14 | 10 424 | 111,78 | ||||
2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 2 643 | 0,00 | 1 159 | 18,16 | ||||
2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 276 | 0,00 | 121 | 17,65 | ||||
2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 2 334 | 66,12 | 1 023 | 96,35 | ||||
2025-07-08 | 13F | Charis Legacy Partners, LLC | 2 247 | 1,77 | 985 | 20,42 | ||||
2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 11 092 | 3 | ||||||
2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 541 | 237 | ||||||
2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 10 491 | 2,34 | 4 599 | 20,99 | ||||
2025-07-09 | 13F | Sandy Cove Advisors, LLC | 3 011 | 7,15 | 1 320 | 26,80 | ||||
2025-05-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 290 | −34,09 | 108 | −40,56 | ||||
2025-07-24 | 13F | Forefront Analytics, LLC | 743 | 326 | ||||||
2025-08-04 | 13F | JDM Financial Group LLC | 744 | 0,00 | 326 | 18,55 | ||||
2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 241 727 | 3,56 | 105 973 | 22,43 | ||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 1 047 | −14,74 | 459 | 0,88 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 74 700 | 36,31 | 32 748 | 61,16 | |||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 51 263 | 1,67 | 22 474 | 20,20 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Put | 5 600 | 194,74 | 2 455 | 248,72 | |||
2025-08-08 | 13F | Creative Planning | 296 917 | −0,16 | 130 168 | 18,04 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 2 776 | 13,54 | 1 217 | 34,22 | ||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 126 664 | −0,50 | 55 530 | 21,10 | ||||
2025-08-08 | 13F | Bailard, Inc. | 975 | 0,00 | 427 | 18,28 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 2 212 | 44,01 | 970 | 70,30 | ||||
2025-07-11 | 13F | Wealth Management Partners, LLC | 2 096 | 2,44 | 920 | 21,24 | ||||
2025-08-06 | 13F | Hoxton Planning & Management, LLC | 2 952 | −2,99 | 1 294 | 14,63 | ||||
2025-08-13 | 13F | My Purposeful Wealth Corp. | 154 514 | −2,22 | 70 424 | 20,18 | ||||
2025-08-14 | 13F | Full Sail Capital, LLC | 1 706 | −24,48 | 748 | −10,75 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 2 568 | −16,89 | 1 126 | −1,75 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 167 223 | −1,69 | 73 311 | 16,23 | ||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 10 996 | −0,74 | 4 821 | 17,36 | ||||
2025-07-17 | 13F | Stockman Wealth Management, Inc. | 1 244 | −14,62 | 545 | 0,93 | ||||
2025-07-15 | 13F | First City Capital Management, Inc. | 1 029 | −9,10 | 451 | 7,64 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 200 | 0,00 | 0 | |||||
2025-07-24 | 13F | JB Capital LLC | 1 367 | −2,57 | 600 | 15,19 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 64 605 | 27,24 | 28 323 | 49,08 | ||||
2025-08-11 | 13F | Amara Financial, Llc. | 1 779 | −0,56 | 780 | 17,50 | ||||
2025-08-06 | 13F | Columbia River Financial Group, LLC | 27 656 | 10,86 | 13 | 33,33 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 237 | 0,58 | 2 296 | 18,91 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 1 390 | 0,00 | 610 | 18,45 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 285 | 0,00 | 125 | 18,10 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 730 | 320 | ||||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 58 031 | −2,02 | 25 441 | 15,84 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 56 144 | 4,51 | 24 614 | 23,56 | ||||
2025-05-09 | 13F | Delta Financial Group, Inc. | 44 522 | 2,14 | 17 | 0,00 | ||||
2025-07-14 | 13F | Gries Financial Llc | 1 906 | 31,45 | 836 | 55,49 | ||||
2025-04-24 | 13F | Centerline Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Nottingham Advisors, Inc. | 510 | −9,89 | 224 | 6,19 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 993 | −94,00 | 435 | −92,91 | ||||
2025-08-04 | 13F | Balentine LLC | 1 305 513 | −0,24 | 572 337 | 17,94 | ||||
2025-07-31 | 13F | FSM Wealth Advisors, LLC | 12 059 | 838,44 | 5 290 | 1 011,34 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 180 128 | −1,56 | 78 968 | 16,38 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 425 | −15,00 | 186 | 0,54 | ||||
2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 924 | 11,60 | 843 | 31,92 | ||||
2025-08-13 | 13F | Valued Retirements, Inc. | 1 728 | −6,29 | 757 | 10,83 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 18 242 | −3,65 | 7 997 | 13,92 | ||||
2025-08-15 | 13F | Northeast Financial Consultants Inc | 774 827 | 0,62 | 339 684 | 18,96 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 536 | −2,43 | 1 989 | 15,31 | ||||
2025-05-13 | 13F | Brooklyn FI, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 5 875 | −7,17 | 2 576 | 9,76 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 20 714 | 2,43 | 9 091 | 21,09 | ||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 12 271 | 5 037 | ||||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 30 200 | −0,26 | 13 | 18,18 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 50 | 0,00 | 22 | 16,67 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 92 233 | 2,02 | 40 435 | 20,61 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 2 751 | −0,07 | 1 206 | 18,24 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 6 297 | 4,57 | 2 761 | 23,60 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 485 | −22,65 | 213 | −8,62 | ||||
2025-07-18 | 13F | First United Bank Trust/ | 22 817 | 5,04 | 10 003 | 24,19 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 3 433 | −7,42 | 1 576 | 14,70 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 4 274 | −1,16 | 1 874 | 16,84 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 31 188 | 4,64 | 13 673 | 23,72 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | NewSquare Capital LLC | 7 | −99,29 | 3 | −99,18 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 916 | −1,69 | 1 279 | 16,29 | ||||
2025-07-09 | 13F | Sandbox Financial Partners, LLC | 79 870 | 1,41 | 35 015 | 19,89 | ||||
2025-07-23 | 13F | Matisse Capital | 804 | 0,00 | 352 | 18,12 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 71 041 | −1,62 | 31 144 | 16,31 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 173 434 | 1,93 | 76 034 | 20,51 | ||||
2025-07-09 | 13F | Westbourne Investments, Inc. | 6 524 | −0,12 | 2 860 | 18,08 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 2 755 | 2,00 | 1 208 | 20,58 | ||||
2025-07-23 | 13F | Golden Reserve Retirement LLC | 463 | 203 | ||||||
2025-05-09 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 5 255 | 1,92 | 2 304 | 20,51 | ||||
2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 6 656 | −2,80 | 2 918 | 14,93 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 158 357 | −8,82 | 69 | 7,81 | ||||
2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 539 | 236 | ||||||
2025-07-28 | 13F | Davidson Trust Co | 9 877 | 3,21 | 4 329 | 22,01 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 421 | 0,00 | 185 | 17,95 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 59 831 | 1 016,67 | 26 231 | 1 220,75 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 6 569 | 2,72 | 2 880 | 21,43 | ||||
2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 665 | 0,00 | 292 | 18,29 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 3 217 | 13,51 | 1 410 | 34,29 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 21 272 | −6,40 | 8 047 | −15,37 | ||||
2025-08-14 | 13F | First Foundation Advisors | 1 137 | −32,84 | 498 | −20,57 | ||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 1 715 | 26,20 | 752 | 49,30 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 4 541 | 3,98 | 1 991 | 22,92 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 15 855 | 3,61 | 6 951 | 22,49 | ||||
2025-04-29 | 13F | Crew Capital Management, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 117 772 | 128,63 | 51 631 | 170,31 | ||||
2025-04-15 | 13F | Corrigan Financial, Inc. | 201 089 | 3,00 | 74 568 | −6,95 | ||||
2025-08-08 | 13F | King Wealth | 1 780 | −9,87 | 1 | |||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | VHGEX - Vanguard Global Equity Fund Investor Shares | 15 549 | −71,16 | 6 817 | −65,90 | ||||
2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 1 225 | 537 | ||||||
2025-04-18 | 13F | Financial Partners Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | CHICAGO TRUST Co NA | 1 223 | 536 | ||||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 8 825 | −0,71 | 3 869 | 17,39 | ||||
2025-08-12 | 13F | Forum Private Client Group LLC | 8 318 | 1,72 | 3 646 | 20,25 | ||||
2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 20 443 | −8,70 | 8 962 | 7,94 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 2 491 | −1,70 | 1 092 | 16,29 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 134 022 | 4,03 | 58 755 | 22,99 | ||||
2025-08-08 | 13F | Petix & Botte Co | 23 555 | 0,19 | 10 327 | 18,44 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 160 665 | −2,10 | 70 436 | 15,74 | ||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 14 706 | 9,55 | 6 447 | 29,51 | ||||
2025-07-29 | 13F | TFC Financial Management | 664 | −13,77 | 291 | 2,11 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 27 528 | 4,04 | 12 068 | 23,00 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 74 906 | −6,56 | 32 839 | 10,47 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 732 | 0,00 | 321 | 18,08 | ||||
2025-05-06 | 13F | Fpc Investment Advisory, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 28 619 | 12,86 | 12 547 | 33,44 | ||||
2025-08-07 | 13F | Donaldson Capital Management, Llc | 13 967 | 4,35 | 6 123 | 23,35 | ||||
2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | IMS Capital Management | 457 | 201 | ||||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 8 039 | 0,00 | 3 524 | 18,26 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 1 047 | 459 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 28 647 | 8,27 | 12 559 | 28,00 | ||||
2025-07-16 | 13F | Embree Financial Group | 7 832 | 50,64 | 3 434 | 78,15 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 9 468 | −16,90 | 4 151 | −3,58 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 181 207 | 10,95 | 91 190 | 50,57 | ||||
2025-07-22 | 13F | IVC Wealth Advisors LLC | 46 625 | −3,58 | 20 440 | 13,99 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 63 | 0,00 | 28 | 17,39 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 4 632 | 45,07 | 2 031 | 71,45 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 1 179 | −72,79 | 517 | −70,98 | ||||
2025-07-28 | 13F | Turtle Creek Wealth Advisors, LLC | 1 053 | 462 | ||||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 3 477 | 25,21 | 1 524 | 48,10 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 2 615 | 0,00 | 1 147 | 18,27 | ||||
2025-04-15 | 13F | Rockingstone Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 128 706 | 4,23 | 56 425 | 23,22 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 12 413 | 0,46 | 5 | 25,00 | ||||
2025-07-30 | 13F | Alexis Investment Partners, LLC | 14 583 | −10,26 | 6 357 | 5,60 | ||||
2025-08-11 | 13F | Stonebrook Private Inc. | 4 314 | 0,00 | 1 891 | 18,26 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 2 280 | 1 000 | ||||||
2025-08-15 | 13F | Morgan Stanley | 14 559 215 | 3,84 | 6 382 762 | 22,76 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 152 640 | 120,96 | 67 | 153,85 | ||||
2025-08-12 | 13F | Argent Trust Co | 5 596 | −9,41 | 2 453 | 7,12 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 21 484 | −0,35 | 9 419 | 17,81 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 4 157 | 1 706 | ||||||
2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 167 739 | −29,52 | 73 537 | −16,68 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 3 823 | −28,34 | 1 676 | −15,27 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 11 951 | 0,00 | 5 239 | 18,24 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 498 | 219 | ||||||
2025-08-08 | 13F | Apex Wealth Management, LLC | 15 034 | −7,84 | 6 591 | 8,94 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 70 | −20,45 | 31 | −6,25 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 18 323 | 8 033 | ||||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 9 708 | 44,85 | 4 256 | 71,27 | ||||
2025-08-14 | 13F | Capital Planning Advisors, LLC | 14 448 | −0,86 | 6 334 | 17,23 | ||||
2025-07-09 | 13F | Stony Point Wealth Management Inc. | 678 | 0,00 | 297 | 18,33 | ||||
2025-07-23 | 13F | Lansing Street Advisors | 27 185 | 7,32 | 11 932 | 27,03 | ||||
2025-08-13 | 13F | ASB Consultores, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Alesco Advisors Llc | 620 | 0,00 | 272 | 18,34 | ||||
2025-07-15 | 13F | Ballentine Partners, LLC | 6 388 | 0,00 | 2 800 | 18,24 | ||||
2025-07-18 | 13F | Swp Financial Llc | 30 374 | −20,12 | 13 316 | −5,56 | ||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 15 126 | −11,59 | 6 693 | 5,52 | ||||
2025-08-13 | 13F | Amundi | 0 | −100,00 | 0 | |||||
2025-08-27 | NP | XRLX - FundX Conservative ETF | 10 185 | 3,98 | 4 465 | 22,94 | ||||
2025-07-29 | 13F | Lesa Sroufe & Co | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 823 | 0,00 | 361 | 18,03 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 4 045 | 1,68 | 1 754 | 18,05 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 250 772 | 16,82 | 109 939 | 38,11 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 163 029 | 10,42 | 71 472 | 30,55 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 3 342 | 0,91 | 1 465 | 19,30 | ||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 7 905 | 6,75 | 3 466 | 26,23 | ||||
2025-06-03 | 13F | Invst, LLC | 6 512 | −4,80 | 2 415 | −14,00 | ||||
2025-07-30 | 13F | Retirement Planning Group | 83 429 | −0,20 | 36 575 | 17,99 | ||||
2025-07-09 | 13F | Catalyst Private Wealth, Llc | 11 831 | −8,18 | 5 187 | 8,54 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 1 769 | −15,32 | 776 | 0,13 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 4 339 | −0,69 | 1 902 | 17,41 | ||||
2025-07-09 | 13F | WealthCare Investment Partners, LLC | 3 873 | 2,27 | 1 712 | 32,02 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12 041 | 34,97 | 5 279 | 59,60 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 754 | 0,00 | 0 | |||||
2025-08-14 | 13F | Sequent Planning LLC | 1 813 | 70,23 | 795 | 101,01 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 355 130 | 3,15 | 131 689 | −6,80 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 27 | 17,39 | 12 | 37,50 | ||||
2025-08-05 | 13F | Navalign, LLC | 1 540 | −12,85 | 675 | 3,05 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 92 153 | −8,64 | 40 400 | 8,01 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 41 371 | 3,63 | 18 137 | 22,52 | ||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 130 | −21,21 | 57 | −8,20 | ||||
2025-08-04 | 13F | Continental Investors Services, Inc. | 1 193 | −1,97 | 523 | 15,74 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 908 | 36,55 | 1 781 | 65,37 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15 211 | −13,30 | 6 668 | 2,51 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 7 868 | −9,82 | 3 449 | 6,62 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 15 517 | −8,35 | 6 803 | 8,36 | ||||
2025-07-17 | 13F | Prepared Retirement Institute LLC | 4 725 | −5,82 | 2 071 | 11,34 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 735 886 | 0,54 | 322 659 | 18,87 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 6 139 | 0,08 | 2 692 | 15,99 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Next Level Private LLC | 3 954 | 2,09 | 1 733 | 20,68 | ||||
2025-07-18 | 13F | Northstar Group, Inc. | 17 682 | 0,11 | 7 752 | 18,35 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 897 | 0,00 | 393 | 18,37 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 1 191 | 1,19 | 522 | 19,72 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 989 | −10,28 | 6 105 | 5,71 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 17 406 | 10,70 | 7 631 | 30,87 | ||||
2025-05-09 | 13F | Prime Buchholz LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sentinel Trust Co Lba | 758 | −1,43 | 0 | |||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 2 804 | 14,78 | 1 229 | 35,80 | ||||
2025-08-13 | 13F | Dana Investment Advisors, Inc. | 3 450 | 4,55 | 1 513 | 23,63 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 4 370 | 12,40 | 1 916 | 32,80 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 1 936 | 8,16 | 849 | 27,90 | ||||
2025-08-07 | 13F | Nwam Llc | 42 997 | −53,86 | 19 556 | −43,41 | ||||
2025-08-07 | 13F | Sierra Ocean, Llc | 1 773 | 0,00 | 777 | 18,26 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 114 | 50 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 116 | 3,88 | 4 435 | 22,79 | ||||
2025-08-04 | 13F | Impact Partnership Wealth, LLC | 52 483 | 48,06 | 23 009 | 75,06 | ||||
2025-07-11 | 13F | Annex Advisory Services, LLC | 2 822 | −35,97 | 1 237 | −24,30 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Put | 9 800 | 4 296 | |||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8 213 | −0,74 | 3 605 | 17,47 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 81 335 | −21,39 | 35 657 | −7,06 | ||||
2025-04-16 | 13F | West Branch Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Stonegate Investment Group, LLC | 9 766 | 2,93 | 4 281 | 21,69 | ||||
2025-07-29 | 13F | Activest Wealth Management | 588 | −49,66 | 258 | −40,65 | ||||
2025-08-14 | 13F | Ruggaard & Associates LLC | 2 962 | −17,42 | 1 298 | −2,41 | ||||
2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 9 275 | 4 066 | ||||||
2025-08-11 | 13F | FSA Wealth Management LLC | 1 468 | −0,47 | 644 | 17,77 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 3 395 | 0,03 | 1 488 | 18,20 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 75 157 | 0,65 | 32 949 | 18,99 | ||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 82 223 | −10,17 | 36 047 | 6,20 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 9 035 | −0,47 | 3 961 | 17,65 | ||||
2025-07-31 | 13F | Pullen Investment Management, LLC | 842 | 0,00 | 369 | 18,27 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 117 | 51 | ||||||
2025-08-14 | 13F | Chilton Investment Co Llc | 1 561 | −78,64 | 684 | −74,76 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 494 | 199,39 | 217 | 254,10 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 83 | 0,00 | 0 | |||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 4 922 | 0,98 | 2 158 | 19,37 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 13 046 | −8,60 | 5 719 | 8,07 | ||||
2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 3 262 | −4,79 | 1 | 0,00 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9 971 | −30,37 | 4 371 | −17,68 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 302 853 | −1,06 | 132 771 | 16,97 | ||||
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 2 349 | −37,86 | 1 030 | −26,55 | ||||
2025-08-07 | 13F | Laffer Investments | 1 260 | 87,78 | 552 | 122,58 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 518 | −15,36 | 227 | 0,00 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 14 466 | 2,49 | 6 343 | 21,19 | ||||
2025-08-12 | 13F | Peachtree Investment Partners, LLC | 50 | 0,00 | 22 | 16,67 | ||||
2025-07-14 | 13F | Argentarii, LLC | 1 929 | 4,38 | 846 | 23,50 | ||||
2025-07-22 | 13F | Accel Wealth Management | 3 966 | 1,67 | 1 739 | 20,19 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 490 | 215 | ||||||
2025-07-31 | 13F | Harbour Investment Management Llc | 590 | −5,14 | 259 | 12,17 | ||||
2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9 734 | 1,89 | 4 267 | 20,47 | ||||
2025-08-14 | 13F | Pecaut & Co. | 4 715 | 30,75 | 2 067 | 54,60 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 5 147 | 0,00 | 2 256 | 18,24 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 425 | 31,99 | 186 | 55,46 | ||||
2025-08-04 | 13F | Partners in Financial Planning | 142 109 | −1,75 | 62 300 | 16,15 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 38 996 | −62,41 | 17 096 | −55,56 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 439 | 0,00 | 192 | 18,52 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 12 003 | 2,74 | 4 451 | −7,19 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11 095 | −22,04 | 4 829 | −8,60 | ||||
2025-07-18 | 13F | Columbia Asset Management | 6 390 | 1,22 | 2 801 | 19,65 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 5 094 | 48,12 | 2 233 | 75,14 | ||||
2025-08-06 | 13F | Forbes Financial Planning, Inc. | 877 | −15,10 | 384 | 0,26 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 744 | −14,81 | 1 203 | 0,67 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 239 068 | 6,50 | 104 928 | 26,05 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | Put | 372 148 | 162 189 | |||||
2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 1 266 | −0,16 | 555 | 18,09 | ||||
2025-07-16 | 13F | Rezny Wealth Management, Inc. | 323 948 | 1,32 | 142 019 | 19,79 | ||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 5 779 | −0,96 | 2 533 | 17,11 | ||||
2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 5 240 | 2 297 | ||||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 3 354 | −1,84 | 1 471 | 16,02 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 14 928 | 22,46 | 6 544 | 44,78 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 12 056 | −0,74 | 5 285 | 17,37 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 865 | 0,00 | 818 | 18,23 | ||||
2025-08-05 | 13F | Huntington National Bank | 9 486 | 20,37 | ||||||
2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 1 076 | −5,70 | 472 | 11,35 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 84 703 | 11,98 | 37 134 | 32,39 | ||||
2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Wolff Financial Management Llc | 94 705 | 0,05 | 42 | 17,14 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 15 370 | −25,76 | 6 738 | −12,23 | ||||
2025-08-13 | 13F | Orleans Capital Management Corp/la | 615 | −1,60 | 270 | 16,45 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 34 454 | 1,90 | 15 104 | 20,47 | ||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 6 964 | −2,81 | 3 053 | 14,91 | ||||
2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 605 | 0,00 | 265 | 18,30 | ||||
2025-07-30 | 13F | Paul Damon & Associates, Inc. | 560 | 0,00 | 246 | 18,36 | ||||
2025-08-07 | 13F | Midwest Trust Co | 31 162 | 13 662 | ||||||
2025-05-20 | 13F | Blue Rock Wealth Management LLC | 3 207 | 45,24 | 1 189 | 31,24 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 298 | 0,00 | 131 | 18,18 | ||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 895 | −0,89 | 332 | −10,54 | ||||
2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 700 | 6,54 | 307 | 25,93 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 857 | 0,00 | 814 | 18,31 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 654 | −0,76 | 287 | 17,21 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 16 491 | 9,22 | 7 230 | 29,11 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 022 867 | 15,33 | 448 425 | 36,34 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 7 549 | 4,34 | 3 309 | 23,38 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 7 251 506 | −0,66 | 3 179 060 | 17,45 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 40 125 | 0,08 | 17 591 | 18,32 | ||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 10 286 | 3,30 | 4 514 | 22,26 | ||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 2 318 | 0,09 | 1 016 | 18,41 | ||||
2025-08-14 | 13F | Helium Advisors LLC | 1 433 | 0,00 | 628 | 18,27 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 6 615 | −15,39 | 2 900 | 0,00 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 65 841 | 5,07 | 28 865 | 24,22 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 91 915 | 7,43 | 40 296 | 27,01 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 31 377 | 1,61 | 13 756 | 20,13 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 15 518 | 6,32 | 6 820 | 26,02 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 1 588 | 8,92 | 696 | 28,89 | ||||
2025-08-08 | 13F | Wealth Quarterback LLC | 778 | 0,00 | 341 | 18,06 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 257 | 38,55 | 989 | 42,30 | ||||
2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 549 | 241 | ||||||
2025-07-10 | 13F | Clare Market Investments LLC | 825 | 0,00 | 362 | 18,36 | ||||
2025-08-08 | 13F | ProVise Management Group, LLC | 6 865 | −1,05 | 3 010 | 16,99 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 929 | −1,80 | 407 | 16,29 | ||||
2025-07-24 | 13F | Bernard Wealth Management Corp. | 269 | 0,00 | 118 | 18,18 | ||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 4 379 | −17,21 | 1 920 | −2,14 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 273 | 0,00 | 120 | 17,82 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 1 045 | 2,45 | 458 | 21,16 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 8 701 | 1,59 | 3 815 | 20,09 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 3 602 | −41,31 | 1 581 | −30,55 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 551 | 0,00 | 242 | 18,14 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 582 | 0,00 | 255 | 18,60 | ||||
2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 570 | 2,15 | 250 | 20,87 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB | 146 387 | −4,18 | 64 176 | 13,29 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 10 870 | 0,45 | 4 771 | 18,92 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 404 | −0,92 | 615 | 17,14 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 9 907 | 8,64 | 4 343 | 28,45 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 139 | 0,00 | 61 | 17,65 | ||||
2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 11 348 | 0,01 | 4 975 | 18,26 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 148 666 | −2,98 | 65 175 | 14,70 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 13 632 | 2,80 | 6 | 25,00 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 576 028 | −1,73 | 252 531 | 16,18 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 3 483 | −2,16 | 1 527 | 15,61 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 1 701 | 0,00 | 746 | 18,25 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 5 012 | −6,74 | 2 197 | 10,29 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 2 211 | 124,01 | 969 | 164,75 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 408 | 55,13 | 179 | 84,54 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 49 859 | 16,92 | 21 858 | 38,23 | ||||
2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 25 599 | 4,80 | 11 222 | 23,90 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 41 318 | −13,38 | 18 114 | 2,40 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 5 870 | 2,62 | 2 573 | 21,31 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 532 | −1,30 | 233 | 17,09 | ||||
2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 4 637 | −3,74 | 2 033 | 13,77 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 73 431 | 9,89 | 32 192 | 29,92 | ||||
2025-07-28 | 13F | Stegner Investment Associates Inc. | 547 | −8,07 | 240 | 8,64 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 120 887 | −0,25 | 52 997 | 17,93 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 13 325 | −1,63 | 5 842 | 16,29 | ||||
2025-05-28 | NP | TFAGX - TFA AlphaGen Growth Fund Class I | 1 030 | 0,00 | 382 | −9,72 | ||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 1 576 | 40,84 | 691 | 66,67 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 322 | 7,80 | 1 018 | 27,44 | ||||
2025-07-16 | 13F | Jentner Corp | 161 563 | 0,97 | 70 829 | 19,37 | ||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 9 185 671 | 45 809,99 | 21 | −99,73 | ||||
2025-07-24 | 13F | Mengis Capital Management, Inc. | 487 | 214 | ||||||
2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 1 161 | 14,84 | 509 | 35,83 | ||||
2025-08-12 | 13F | Viawealth, Llc | 2 692 | 1,09 | 1 180 | 19,55 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 406 | 37,63 | 178 | 62,39 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 1 314 | 2,18 | 1 | |||||
2025-08-14 | 13F | Waterford Advisors, LLC | 1 280 | −97,94 | 28 105 | 22,10 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 14 444 | 33,03 | 6 332 | 57,28 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 1 166 | 0,00 | 511 | 18,29 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 2 039 | −2,35 | 894 | 15,50 | ||||
2025-08-07 | 13F | Apeiron RIA LLC | 7 741 | −3,83 | 3 394 | 13,71 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 1 758 337 | 2,63 | 770 855 | 21,33 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 686 901 | −9,01 | 301 137 | 7,57 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 905 | −43,22 | 397 | −39,45 | ||||
2025-04-24 | 13F | Wright Fund Managment, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 681 | 0,00 | 299 | 18,25 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 3 128 | −5,44 | 1 170 | 2,72 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 4 702 | −1,59 | 2 061 | 16,37 | ||||
2025-07-16 | 13F | Marmo Financial Group, LLC | 62 794 | 0,55 | 27 529 | 18,88 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 24 130 | 11,33 | 10 579 | 31,62 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 4 915 | 0,00 | 2 157 | 18,39 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 5 720 | −2,34 | 2 | 0,00 | ||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 4 603 | −40,34 | 2 018 | −29,47 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 785 539 | 2,18 | 782 781 | 20,80 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 980 | −11,15 | 430 | 4,89 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 27 810 | −0,65 | 12 192 | 17,47 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 250 803 | 38,67 | 96 818 | 44,36 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 587 | 4,82 | 257 | 24,15 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 853 | −42,21 | 316 | −47,77 | ||||
2025-04-23 | 13F | Ami Asset Management Corp | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Dodds Wealth, LLC | 105 319 | 265,77 | 46 172 | 332,43 | ||||
2025-07-10 | 13F | Security National Bank | 450 | 0,00 | 197 | 18,67 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 642 | 0,00 | 281 | 18,07 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 4 846 | 7,02 | 2 125 | 26,50 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 13 173 | −5,04 | 5 775 | 12,27 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 18 224 | 11,07 | 7 989 | 31,31 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 2 610 | 30,70 | 1 144 | 54,59 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 1 003 | −21,39 | 440 | −7,19 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 21 735 | 0,86 | 9 529 | 19,23 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 174 226 | 4,11 | 76 381 | 23,08 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1 012 | 45,40 | 375 | 31,58 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 14 198 | 0,02 | 6 224 | 18,26 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 3 360 | −53,83 | 1 473 | −45,44 | ||||
2025-08-11 | 13F | Inspire Advisors, LLC | 704 | 11,57 | 308 | 32,19 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 9 803 | 56,07 | 4 298 | 84,50 | ||||
2025-05-09 | 13F | Altfest L J & Co Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 14 733 | 0,51 | 6 459 | 18,82 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 54 639 | 36,15 | 23 954 | 60,96 | ||||
2025-08-18 | 13F/A | Westwood Holdings Group Inc | 27 303 | −5,71 | 11 970 | 11,47 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 47 449 | 5,46 | 20 802 | 24,68 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 1 391 | −26,52 | 610 | −13,12 | ||||
2025-08-11 | 13F | Angeles Investment Advisors, LLC | 22 219 | 1,04 | 9 741 | 19,45 | ||||
2025-07-28 | 13F | Aries Wealth Management | 37 978 | 1,34 | 16 650 | 19,81 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 14 980 | 11,41 | 6 567 | 31,74 | ||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 1 086 | −3,72 | 476 | 13,88 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 3 300 | 21,77 | 1 447 | 44,02 | ||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Shared Vision Wealth Group LLC | 1 978 | 0,00 | 901 | 22,78 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 14 743 | −0,41 | 6 463 | 17,74 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 856 | −5,10 | 375 | 12,28 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 48 991 | 2,23 | 21 478 | 20,88 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 2 058 | −0,24 | 902 | 17,91 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 1 693 | 0,00 | 742 | 18,34 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 583 | −98,86 | 254 | −98,68 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 22 871 | −72,37 | 10 024 | −67,34 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 3 843 | −2,63 | 1 677 | 14,71 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 4 | 0,00 | 2 | 0,00 | ||||
2025-08-13 | 13F | Saiph Capital, LLC | 4 313 | 5,20 | 1 891 | 24,34 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 445 182 | 0,00 | 195 168 | 18,22 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 2 816 | 0,00 | 1 234 | 18,20 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 1 890 | −46,66 | 829 | −36,94 | ||||
2025-04-22 | 13F | Mendota Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 970 | 0,00 | 425 | 18,38 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | One Wealth Capital Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Seeds Investor Llc | 12 179 | −6,78 | 5 339 | 10,22 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 886 | 2,67 | 388 | 21,25 | ||||
2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 42 821 | 1,84 | 18 773 | 23,14 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 5 528 | 24,76 | 2 424 | 47,47 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 1 316 | 0,00 | 577 | 18,28 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 1 341 | 2,76 | 588 | 21,28 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 143 | 0,00 | 63 | 16,98 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 2 003 | −0,99 | 878 | 17,07 | ||||
2025-08-04 | 13F | Noesis Capital Mangement Corp | 3 308 | −1,78 | 1 450 | 16,19 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 131 523 | 0,82 | 57 660 | 19,20 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 1 470 | −0,94 | 644 | 17,09 | ||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 8 212 | 12,34 | 3 600 | 32,84 | ||||
2025-08-12 | 13F | Holderness Investments Co | 2 330 | 9,85 | 1 021 | 29,90 | ||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 965 | 423 | ||||||
2025-08-18 | 13F | Front Row Advisors LLC | 17 | 0,00 | 7 | 16,67 | ||||
2025-07-17 | 13F | New Perspectives, Inc | 1 819 | 0,00 | 797 | 18,25 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | APCM Wealth Management for Individuals | 2 231 | −0,62 | 978 | 17,55 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 1 098 | 0,00 | 481 | 18,18 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 1 566 | 5,45 | 687 | 24,73 | ||||
2025-07-30 | 13F | MEMBERS Trust Co | 204 775 | 20,29 | 89 773 | 42,21 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 1 307 | −85,62 | 573 | −83,00 | ||||
2025-08-06 | 13F | Carnegie Lake Advisors LLC | 1 333 | 17,86 | 1 | |||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Clarius Group, LLC | 31 425 | 0,00 | 13 777 | 18,22 | ||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 1 492 | 10,93 | 654 | 31,33 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 11 604 | 0,00 | 5 087 | 18,25 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | −94,29 | 2 | −96,00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 724 | 0,00 | 320 | 34,45 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 578 | −8,93 | 2 007 | 7,67 | ||||
2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
2025-05-15 | 13F | Squarepoint Ops LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ironwood Financial, llc | 5 486 | 0,00 | 2 034 | 0,00 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 532 190 | 0,01 | 233 | 18,27 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1 263 | −7,88 | 554 | 8,86 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 113 281 | −29,56 | 49 694 | −16,70 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 1 030 | 9,57 | 452 | 29,60 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 42 195 | −6,42 | 18 498 | 10,63 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 29 987 | 0,00 | 13 156 | 18,31 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 637 | 0,00 | 279 | 18,22 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 708 | −68,21 | 310 | −62,42 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 50 450 | 5,83 | 22 117 | 25,12 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 16 345 | 22,68 | 7 166 | 45,04 | ||||
2025-08-12 | 13F | Umpqua Bank | 652 | 0,00 | 286 | 18,26 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 62 | 1,64 | 27 | 22,73 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 544 | 0,00 | 238 | 18,41 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 1 543 | 4,05 | 676 | 23,13 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 1 534 | 50,39 | 673 | 77,78 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 124 | 54 | ||||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 410 717 | 2,67 | 180 058 | 21,38 | ||||
2025-08-13 | 13F | Jump Financial, LLC | 4 241 | 1 859 | ||||||
2025-08-13 | 13F | Keystone Financial Group | 17 528 | 4,85 | 7 684 | 23,96 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 10 | 0,00 | 4 | 33,33 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 70 173 | 5,38 | 30 764 | 24,59 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 9 191 | −29,64 | 4 028 | −16,83 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 37 956 | −46,62 | 16 640 | −36,89 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 35 128 | 27,04 | 15 400 | 50,19 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 15 651 | 29,27 | 6 861 | 52,84 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 503 | 0,00 | 659 | 18,31 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 2 825 | 0,75 | 1 239 | 19,15 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Cumberland Advisors Inc | 15 658 | −0,10 | 6 864 | 18,12 | ||||
2025-08-12 | 13F | one8zero8, LLC | 148 | −78,58 | 65 | −75,00 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 1 395 | 0,00 | 612 | 18,18 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 3 619 723 | −0,04 | 1 586 883 | 18,18 | ||||
2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 2 407 | 1 055 | ||||||
2025-07-16 | 13F | Novem Group | 31 126 | 0,79 | 13 646 | 19,16 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 474 | 208 | ||||||
2025-07-14 | 13F | Foster Group, Inc. | 2 439 | 23,00 | 1 069 | 45,44 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 40 016 | 1 696,05 | 17 543 | 2 023,85 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 2 763 | −0,90 | 1 211 | 17,23 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Spirepoint Private Client, Llc | 1 053 | 72,91 | 462 | 104,89 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 968 | −3,10 | 424 | 14,59 | ||||
2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 57 674 | 44,36 | 25 284 | 70,68 | ||||
2025-08-11 | 13F | Shoker Investment Counsel, Inc. | 1 086 | 0,00 | 476 | 18,41 | ||||
2025-08-07 | 13F | Summit X, LLC | 1 516 | 94,86 | 665 | 130,56 | ||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 901 | 0,90 | 334 | −8,74 | ||||
2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 715 | 0,00 | 1 190 | 18,29 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 924 632 | 17,84 | 402 225 | 38,11 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 31 749 | −1,68 | 13 919 | 16,24 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 90 | 0,00 | 0 | |||||
2025-07-29 | 13F | Balboa Wealth Partners | 1 169 | 93,22 | 512 | 128,57 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 205 | 1,99 | 90 | 20,27 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33 395 | −26,79 | 14 640 | −17,00 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 694 | 304 | ||||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 12 914 | −0,54 | 5 661 | 17,59 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 798 | −0,94 | 788 | 17,09 | ||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 1 498 | 43,76 | 1 | |||||
2025-07-10 | 13F | American Financial Advisors, LLC | 637 | 0,95 | 279 | 19,23 | ||||
2025-08-01 | 13F | GoalVest Advisory LLC | 77 773 | 0,02 | 34 096 | 18,24 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 2 739 | 0,00 | 1 201 | 18,23 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 0 | 0 | ||||||
2025-07-21 | 13F | Ascent Group, LLC | 24 051 | −9,29 | 10 544 | 7,25 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 7 555 | −2,39 | 3 312 | 15,40 | ||||
2025-07-30 | 13F | Jacobsen Capital Management | 102 375 | 2,08 | 44 881 | 20,69 | ||||
2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 15 008 | 12,62 | 6 580 | 33,15 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 341 | 3,49 | 2 341 | 22,37 | ||||
2025-07-17 | 13F | Heritage Investment Group, Inc. | 823 | 0,00 | 361 | 18,03 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 20 546 | −0,66 | 9 007 | 17,45 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 2 130 | −1,21 | 934 | 16,77 | ||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 7 860 | −5,42 | 3 451 | 11,94 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 13 689 | 6 001 | ||||||
2025-08-06 | 13F | SP Asset Management LLC | 116 169 | 5,79 | 50 929 | 25,07 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 924 | 9,57 | 3 039 | 29,71 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 71 150 | −1,55 | 31 192 | 16,40 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 29 524 | 0,69 | 12 944 | 19,04 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 4 357 | 94,68 | 1 910 | 130,40 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 1 051 | −13,99 | 461 | −3,77 | ||||
2025-08-14 | 13F | Monetary Management Group Inc | 105 | −4,55 | 46 | 15,00 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 9 396 | 4,37 | 4 119 | 23,40 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 1 117 | 3,52 | 490 | 22,25 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 3 975 | −6,27 | 1 743 | 0,11 | ||||
2025-07-07 | 13F | Verde Capital Management | 1 032 | 17,81 | 452 | 39,51 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 130 | −7,87 | 935 | 8,98 | ||||
2025-07-17 | 13F | G&S Capital LLC | 3 013 | −4,29 | 1 321 | 13,11 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 5 686 | 67,28 | 2 493 | 97,78 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 160 | 70 | ||||||
2025-08-12 | 13F | Fairscale Capital, LLC | 1 176 | 0,00 | 535 | 22,71 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 35 369 | −1,22 | 16 | 15,38 | ||||
2025-07-11 | 13F | Myecfo, Llc | 2 218 | −0,22 | 972 | 17,96 | ||||
2025-05-14 | 13F | Paces Ferry Wealth Advisors, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 177 | 0,00 | 78 | 18,46 | ||||
2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 1 911 | −0,88 | 838 | 17,23 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 153 529 | 13,02 | 67 307 | 33,62 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 1 190 | −12,05 | 522 | 3,99 | ||||
2025-07-16 | 13F | Global Wealth Management, LLC | 874 | −17,78 | 388 | −1,78 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 762 | −6,96 | 334 | 10,23 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 8 228 | −8,97 | 3 685 | 15,99 | ||||
2025-07-28 | 13F | Harbour Trust & Investment Management Co | 480 | 210 | ||||||
2025-08-08 | 13F | VeraBank, N.A. | 53 959 | 22,54 | 23 656 | 44,86 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 3 593 | 0,00 | 1 575 | 18,24 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 18 557 | −0,05 | 8 135 | 18,16 | ||||
2025-08-12 | 13F | Zacks Investment Management | 2 571 | −13,02 | 1 127 | 2,83 | ||||
2025-07-24 | 13F | Eastern Bank | 1 367 | −31,44 | 599 | −18,94 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 100 281 | −2,10 | 43 963 | 15,74 | ||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 715 | 0,00 | 314 | 18,11 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 157 | −90,53 | 69 | −88,93 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 571 | −8,05 | 250 | 8,70 | ||||
2025-08-13 | 13F | M&t Bank Corp | 99 497 | −11,99 | 43 620 | 4,05 | ||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 1 310 | 61,73 | 574 | 91,33 | ||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 43 126 | 8,32 | 18 907 | 28,06 | ||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 1 438 | 0,00 | 630 | 18,20 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 499 388 | −1,64 | 218 932 | 16,28 | ||||
2025-07-15 | 13F | Maseco Llp | 1 365 | 598 | ||||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 37 209 | 4,88 | 16 312 | 24,00 | ||||
2025-08-14 | 13F | Fortress Private Ledger, Llc | 680 | −9,81 | 298 | 6,81 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 156 | −3,70 | 68 | 13,33 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3 955 | 4,13 | 1 734 | 23,08 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 9 625 | −2,32 | 4 219 | 15,46 | ||||
2025-08-14 | 13F | Glenview Trust Co | 3 849 | 1,21 | 1 687 | 19,65 | ||||
2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 24 279 | −1,02 | 10 644 | 17,01 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 736 | 323 | ||||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 14 090 | −0,09 | 6 177 | 18,13 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 1 114 | −5,19 | 488 | 12,18 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 740 | 0,00 | 324 | 18,25 | ||||
2025-07-31 | 13F | Strata Wealth Advisors, LLC | 119 330 | 5,36 | 52 314 | 24,56 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | Albion Financial Group /ut | 494 | 0,00 | 217 | 18,03 | ||||
2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 4 326 | 1 897 | ||||||
2025-08-14 | 13F | UBS Group AG | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-21 | 13F | Pflug Koory, LLC | 11 | 5 | ||||||
2025-08-12 | 13F | Martin Worley Group | 15 860 | 64,76 | 6 953 | 94,82 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 495 | −13,91 | 217 | 1,88 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 622 | 7,24 | 273 | 26,51 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 546 | 0,00 | 239 | 18,32 | ||||
2025-08-04 | 13F | Evergreen Advisors, LLC | 461 | 202 | ||||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 25 708 | −1,10 | 9 533 | 17,97 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 68 833 | 6,04 | 30 171 | 25,34 | ||||
2025-07-11 | 13F | LongView Wealth Management | 16 754 | −24,45 | 7 345 | −10,68 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 8 489 | 5,17 | 3 722 | 24,24 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 75 | 0,00 | 0 | |||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 73 998 | −1,93 | 32 441 | 15,94 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 65 828 | 0,31 | 28 859 | 18,60 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 807 | −15,14 | 354 | 0,28 | ||||
2025-08-19 | 13F | Element Pointe Advisors, Llc | 16 190 | 0,00 | 7 098 | 18,22 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 294 | 29,09 | 1 006 | 52,74 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 22 745 | −11,25 | 9 971 | 4,94 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 1 960 | −26,40 | 727 | −3,59 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 46 428 | −7,23 | 20 354 | 9,68 | ||||
2025-07-22 | 13F | Kessler Investment Group, LLC | 157 | 0,00 | 69 | 17,24 | ||||
2025-08-11 | 13F | Sprott Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9 530 | 18,34 | 4 178 | 39,92 | ||||
2025-08-13 | 13F | Lauer Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-04-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 2 700 | 5,72 | 1 095 | 4,89 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 567 | 0,00 | 249 | 18,10 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 460 | 202 | ||||||
2025-07-18 | 13F | Vicus Capital | 16 572 | −3,49 | 7 265 | 14,10 | ||||
2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 1 065 | 0,00 | 467 | 18,23 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 1 533 | 0,00 | 672 | 18,31 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 7 539 | 3 305 | ||||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3 302 | −1,78 | 1 448 | 16,13 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 882 | −38,11 | 387 | −26,89 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 284 047 | −0,31 | 124 526 | 17,85 | ||||
2025-05-14 | 13F | BancorpSouth Bank | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Planwiser Financial, Llc | 11 864 | 1,94 | 5 409 | 20,84 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 13 838 | 1,62 | 6 067 | 20,14 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 19 174 | −0,28 | 8 | 14,29 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 3 710 | −79,02 | 1 626 | −75,20 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 461 551 | −2,69 | 202 344 | 15,05 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 5 693 | 11,72 | 2 416 | 27,85 | ||||
2025-07-23 | 13F | Equitable Trust Co | 8 914 | −0,40 | 3 908 | 17,75 | ||||
2025-05-12 | 13F | Financial Services Advisory Inc | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 32 | 14 | ||||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 36 702 | 0,07 | 16 090 | 18,32 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 29 125 | −1,87 | 12 768 | 16,02 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 40 335 | 4,38 | 17 703 | 23,55 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 116 307 | 4,17 | 51 047 | 23,29 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 619 | −0,48 | 272 | 17,83 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 2 333 | 0,00 | 1 023 | 18,15 | ||||
2025-07-22 | 13F | Autumn Glory Partners, LLC | 553 | 242 | ||||||
2025-08-14 | 13F | Strategic Wealth Designers | 315 | −89,83 | 138 | −89,13 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 8 157 | −0,44 | 3 576 | 17,68 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 9 641 | 4 227 | ||||||
2025-08-01 | 13F | Chilton Capital Management Llc | 729 | −33,55 | 320 | −21,43 | ||||
2025-05-07 | 13F | Horan Capital Advisors, LLC. | 1 169 | 0,00 | 433 | −9,60 | ||||
2025-07-29 | 13F | Ballast, Inc. | 565 | 248 | ||||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 555 | −38,06 | 243 | −26,81 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 203 555 | −4,03 | 89 239 | 13,46 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 1 289 | −0,39 | 565 | 17,95 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 21 543 | −0,22 | 9 444 | 17,96 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 758 | 5,52 | 771 | 24,80 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 60 062 | −0,26 | 26 331 | 17,92 | ||||
2025-08-08 | 13F | New England Capital Financial Advisors LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 2 689 | 1 | ||||||
2025-08-01 | 13F | Motco | 4 675 | 3,80 | 2 128 | 27,37 | ||||
2025-08-14 | 13F | Rodgers Brothers Inc. | 1 247 | 0,81 | 547 | 19,21 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 635 | 0 | ||||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 714 | 11,74 | 313 | 32,63 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 4 930 | 27,03 | 2 161 | 50,17 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 2 424 | 308,08 | 1 063 | 408,13 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 1 323 | 20,16 | 580 | 41,91 | ||||
2025-07-09 | 13F | Bowman & Co S.C. | 5 506 | −0,04 | 2 415 | 18,16 | ||||
2025-07-17 | 13F | Oak Family Advisors, Llc | 480 | 210 | ||||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 775 | −2,27 | 340 | 15,31 | ||||
2025-07-23 | 13F | Sachetta, LLC | 429 | −11,36 | 188 | 5,03 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 1 800 | −2,54 | 789 | 15,35 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 67 718 | −1,01 | 29 688 | 17,03 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 86 306 | 4,16 | 37 837 | 23,15 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 1 705 | 748,26 | 1 | |||||
2025-08-14 | 13F | Sei Investments Co | 1 468 303 | −3,91 | 643 706 | 13,60 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 866 | −0,69 | 380 | 17,34 | ||||
2025-08-05 | 13F | Burney Co/ | 3 453 | −15,60 | 1 514 | −0,26 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 11 371 | 7,07 | 4 985 | 26,59 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 650 | 0,00 | 285 | 17,84 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 1 102 | 0,64 | 483 | 18,97 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 10 028 | −15,62 | 4 572 | 3,74 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 98 069 | 2,53 | 42 993 | 21,21 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 25 180 | 32,19 | 11 039 | 56,29 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 744 | 326 | ||||||
2025-07-31 | 13F | Curio Wealth, Llc | 47 | 4 600,00 | 21 | 5,26 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 22 | −29,03 | 10 | −18,18 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 98 751 | −31,54 | 43 293 | −26,88 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 3 763 | −30,95 | 1 642 | −18,68 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 36 304 | −7,86 | 15 874 | 8,66 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 220 | 0,00 | 96 | 18,52 | ||||
2025-08-12 | 13F | Summit Global Investments | 1 204 | −11,34 | 1 | |||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 2 108 | 0,00 | 924 | 18,31 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 3 204 | 20,68 | 1 405 | 42,68 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 714 | 0,00 | 313 | 18,56 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1 204 | 0,58 | 528 | 18,96 | ||||
2025-07-18 | 13F | Community Financial Services Group, LLC | 519 | 228 | ||||||
2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 27 038 | −2,85 | 11 854 | 14,85 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 18 350 | 0,00 | 8 044 | 18,22 | ||||
2025-08-05 | 13F | Lincoln National Corp | 698 089 | 0,17 | 306 042 | 18,42 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 7 220 | 4,17 | 3 165 | 23,20 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 754 | 331 | ||||||
2025-08-11 | 13F | EMC Capital Management | 32 830 | 232,25 | 14 | 366,67 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 1 354 | −0,44 | 594 | 17,66 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 490 | 0 | ||||||
2025-07-17 | 13F | Crane Advisory, LLC | 169 430 | −9,31 | 74 825 | 11,19 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 329 175 | 0,40 | 1 021 110 | 18,70 | ||||
2025-08-12 | 13F | Archer Investment Corp | 2 049 | 3,48 | 898 | 22,34 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 2 540 | 12,94 | 1 114 | 33,61 | ||||
2025-07-31 | 13F | GenTrust, LLC | 40 121 | −8,62 | 17 609 | 8,16 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 6 880 | −11,27 | 3 020 | 5,01 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 127 749 | 3,17 | 56 005 | 21,97 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 107 506 | −6,30 | 47 | 11,90 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 3 284 | 0,00 | 1 440 | 18,24 | ||||
2025-07-23 | 13F | Foundation Wealth Management, LLC | 834 | 0,00 | 365 | 18,51 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 13 153 | −1,69 | 5 767 | 16,23 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 9 131 | 0,12 | 4 003 | 18,40 | ||||
2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Krilogy Financial LLC | 38 708 | 7,76 | 16 970 | 27,40 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 4 424 | 1,44 | 1 939 | 19,91 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 16 047 | 27,83 | 7 035 | 51,14 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 24 616 | 1,64 | 10 792 | 20,15 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 4 582 | 6,02 | 2 009 | 25,34 | ||||
2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 471 | 206 | ||||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 529 933 | 5,08 | 232 323 | 24,22 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 903 783 | 4,10 | 396 240 | 23,07 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 594 | 111,90 | 2 014 | 150,50 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 24 532 | 22,60 | 10 755 | 44,93 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 069 | 104,79 | 469 | 143,01 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sepio Capital, LP | 1 940 | 10,16 | 851 | 30,17 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 618 | −1,12 | 271 | 16,88 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 1 008 | −5,26 | 442 | 11,93 | ||||
2025-08-04 | 13F | NWK Group, Inc. | 17 | 0,00 | 7 | 16,67 | ||||
2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 572 | −58,13 | 251 | −50,59 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 939 | 0,00 | 412 | 18,10 | ||||
2025-08-06 | 13F | DDFG, Inc | 37 672 | 5,61 | 16 515 | 24,86 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 351 | 0,00 | 154 | 17,69 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 54 539 | 2,45 | 23 910 | 21,11 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 21 259 | 2,34 | 9 320 | 20,99 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 882 | −4,34 | 387 | 12,87 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 1 615 | −21,98 | 708 | −7,69 | ||||
2025-07-15 | 13F | Graypoint LLC | 11 873 | −0,05 | 5 205 | 18,17 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 41 549 | −53,41 | 18 215 | −44,92 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 42 202 | −11,30 | 18 501 | 4,87 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 786 | −19,22 | 343 | −0,87 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 1 174 | −1,84 | 515 | 16,03 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 29 378 | 47,24 | 13 | 71,43 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 1 582 | −1,62 | 705 | 28,00 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 571 | −1,72 | 250 | 16,28 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 43 375 | 4,70 | 19 016 | 23,78 | ||||
2025-08-04 | 13F | Atria Investments Llc | 169 030 | −3,98 | 74 103 | 13,52 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 70 936 | −1,44 | 31 098 | 16,52 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 1 524 | −6,22 | 669 | 10,96 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 33 691 | 5,80 | 14 770 | 25,08 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 80 124 | 1,51 | 35 126 | 20,01 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 312 | 0,00 | 137 | 18,26 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 19 765 | 2,23 | 8 665 | 20,87 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 181 691 | 6,91 | 79 653 | 26,39 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 47 513 | −0,34 | 20 854 | 17,95 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 2 464 | 0,16 | 1 078 | 18,20 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 737 | 0,27 | 323 | 18,75 | ||||
2025-08-07 | 13F | Future Fund LLC | 900 | 395 | ||||||
2025-07-28 | 13F | 5th Street Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Fiduciary Group LLC | 1 754 | −0,17 | 769 | 17,97 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 24 566 | 17,07 | 11 | 42,86 | ||||
2025-07-08 | 13F | Everpar Advisors Llc | 1 661 | 32,67 | 728 | 56,90 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 142 204 | −1,98 | 62 349 | 15,89 | ||||
2025-08-06 | 13F | Black Swift Group, LLC | 2 244 | −1,19 | 984 | 16,75 | ||||
2025-05-14 | 13F | Clarkston Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Systelligence, LLC | 26 781 | 11 741 | ||||||
2025-08-01 | 13F | First National Trust Co | 2 025 | −2,97 | 888 | 14,75 | ||||
2025-07-08 | 13F | RMR Wealth Builders | 226 185 | −0,21 | 99 274 | 18,11 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 16 563 | 3,78 | 7 261 | 22,71 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 1 611 | 0,69 | 707 | 19,06 | ||||
2025-08-05 | 13F | Rockline Wealth Management, LLC | 611 | −6,86 | 268 | 9,88 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 2 631 | 0,00 | 1 153 | 18,26 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 981 | 42,17 | 430 | 68,63 | ||||
2025-07-15 | 13F | Bank Of Stockton | 820 | 0,00 | 359 | 18,09 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 971 | 2 179 | ||||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 2 578 | 0,00 | 1 130 | 18,32 | ||||
2025-07-21 | 13F | Riverview Trust Co | 64 | 0,00 | 28 | 21,74 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 28 568 | −6,72 | 12 524 | 10,28 | ||||
2025-07-29 | NP | ETFCX - North Square Tactical Growth Fund Class C | 194 287 | −6,04 | 80 268 | −4,33 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 1 879 | 0,00 | 824 | 18,25 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 1 727 | 1,77 | 757 | 20,35 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 298 | 22,17 | 1 007 | 44,48 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 094 | −1,17 | 480 | 16,83 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 15 433 | 3,51 | 6 766 | 22,38 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 4 290 | 3,82 | 1 881 | 22,72 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 1 065 | 0,00 | 467 | 18,27 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2 298 | 0,00 | 1 007 | 18,19 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 10 533 | −96,99 | 4 617 | −96,44 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 60 008 | −2,06 | 26 307 | 15,79 | ||||
2025-07-30 | 13F | Advantage Trust Co | 48 249 | 1,03 | 21 152 | 19,44 | ||||
2025-08-04 | 13F | Leeward Financial Partners, LLC | 45 597 | −3,07 | 19 990 | 14,60 | ||||
2025-08-05 | 13F | Snider Financial Group | 1 080 | 0,00 | 473 | 18,25 | ||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 2 829 | 0,00 | 1 240 | 18,21 | ||||
2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 60 165 | 4,30 | 26 377 | 23,32 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Unique Wealth, Llc | 1 349 | −6,97 | 591 | 10,06 | ||||
2025-07-24 | 13F | Tandem Capital Management Corp /adv | 4 243 | 6,23 | 1 860 | 25,59 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 127 637 | 2,49 | 55 956 | 21,16 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 46 | 0,00 | 20 | 17,65 | ||||
2025-07-10 | 13F | Park Capital Management, LLC / WI | 620 | 0,00 | 272 | 18,34 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 5 915 | −0,24 | 2 593 | 17,97 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 1 441 | −0,07 | 632 | 18,16 | ||||
2025-08-14 | 13F | Abbot Financial Management, Inc. | 17 246 | −1,51 | 7 560 | 16,45 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 676 316 | 0,41 | 296 497 | 18,71 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 37 289 | 0,50 | 16 348 | 18,81 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 1 424 | 18,57 | 624 | 40,22 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 28 123 | 20,77 | 12 329 | 42,77 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 85 637 | 7,12 | 37 543 | 26,65 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 2 406 | 0,33 | 1 055 | 18,56 | ||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 352 | −63,33 | 154 | −56,62 | ||||
2025-08-12 | 13F | Perritt Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 744 | 326 | ||||||
2025-08-06 | 13F | Horan Securities, Inc. | 2 519 | 16,67 | 1 104 | 38,00 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 23 074 | −1,38 | 9 533 | 15,69 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 18 566 | 1,72 | 8 149 | 20,39 | ||||
2025-07-11 | 13F | Arrow Investment Advisors, LLC | 2 740 | −7,93 | 1 201 | 8,88 | ||||
2025-07-29 | NP | ORILX - NORTH SQUARE MULTI STRATEGY FUND CLASS A | 7 100 | −18,39 | 2 933 | −16,89 | ||||
2025-04-28 | 13F | FSR Wealth Management Ltd. | 0 | −100,00 | 0 | |||||
2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 217 710 | 100,99 | 95 444 | 114,68 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 1 116 | 0,00 | 489 | 18,40 | ||||
2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 49 500 | 25,32 | 21 701 | 48,32 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 4 148 | 0,00 | 1 819 | 18,21 | ||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 46 702 | −13,68 | 17 318 | −22,02 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 256 | −36,16 | 112 | −24,32 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 29 641 | 6,93 | 12 995 | 26,41 | ||||
2025-08-06 | 13F | North Capital, Inc. | 45 | 0,00 | 20 | 18,75 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 8 910 | 57,25 | 3 906 | 86,00 | ||||
2025-08-12 | 13F | Ade, Llc | 6 321 | −0,39 | 2 771 | 17,76 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 2 692 | 11,29 | 1 180 | 31,55 | ||||
2025-04-28 | 13F | Swmg, Llc | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 1 228 937 | 97,74 | 538 790 | 133,78 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 9 211 | −0,27 | 4 038 | 17,93 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 228 602 | −1,28 | 100 218 | 16,71 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 3 094 | −4,95 | 1 356 | 12,34 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 1 157 | −21,02 | 507 | −6,63 | ||||
2025-07-30 | 13F | ARK Investment Management LLC | 275 | 6 775,00 | 120 | 11 900,00 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 476 | 11,48 | 209 | 20,23 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 1 336 | −0,22 | 586 | 15,61 | ||||
2025-08-04 | 13F | Arcadia Wealth Management, Inc. | 580 | 0,00 | 254 | 18,14 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 1 293 | 2,78 | 567 | 21,46 | ||||
2025-04-22 | 13F | Spectrum Planning & Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 1 804 | −11,39 | 791 | 4,77 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 872 | −4,49 | 382 | 13,02 | ||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 868 | 0,00 | 380 | 18,38 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1 008 | 0,00 | 442 | 18,50 | ||||
2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 2 016 | 0,00 | 884 | 18,21 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 657 | −2,03 | 1 165 | 15,82 | ||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 678 | 5,61 | 297 | 24,79 | ||||
2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 50 734 | −1,92 | 22 242 | 15,95 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 407 | −22,62 | 178 | −8,72 | ||||
2025-07-21 | 13F | Cardinal Strategic Wealth Guidance | 80 | 0,00 | 35 | 20,69 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 9 236 | −14,04 | 4 049 | 1,61 | ||||
2025-07-16 | 13F | Cadent Capital Advisors, LLC | 612 | 0,00 | 268 | 18,06 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 12 432 | 2,50 | 5 450 | 21,19 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 11 090 | 0,00 | 4 862 | 13,97 | ||||
2025-07-15 | 13F | Legacy Financial Group LLC | 5 272 | 2,17 | 2 311 | 20,81 | ||||
2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 180 | −37,93 | 79 | −26,17 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 9 783 | −1,76 | 4 289 | 16,14 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 1 456 | −0,82 | 638 | 17,28 | ||||
2025-08-14 | 13F | Dividend Asset Capital, Llc | 878 | 2,09 | 385 | 20,75 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 1 050 | −1,59 | 460 | 16,46 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 17 880 | 4,60 | 7 839 | 23,67 | ||||
2025-08-12 | 13F | Horizon Financial Services, Llc | 997 | 0,00 | 437 | 18,43 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 31 383 | 2,79 | 13 759 | 21,53 | ||||
2025-05-05 | 13F | Arrow Financial Corp | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 534 | −3,09 | 234 | 14,71 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 49 843 | −2,58 | 21 851 | 15,17 | ||||
2025-08-01 | 13F | Jennison Associates Llc | 3 060 | −57,76 | 1 341 | −50,07 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 1 453 | 0,00 | 637 | 18,40 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 1 337 | 11,60 | 586 | 31,98 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 4 554 | 10,37 | 1 999 | 30,65 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 137 075 | 3,23 | 60 093 | 22,04 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 608 | −4,85 | 267 | 12,71 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 48 785 | −4,31 | 21 388 | 13,12 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 1 912 | 0,00 | 838 | 18,19 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 1 774 | −3,17 | 778 | 14,43 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 3 062 | 1 342 | ||||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2 532 | 26,41 | 1 110 | 49,60 | ||||
2025-07-21 | 13F | Capital Planning LLC | 16 690 | 0,77 | 7 325 | 19,28 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 2 854 | −0,04 | 1 251 | 18,24 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 104 994 | 5,59 | 46 030 | 24,84 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 2 474 | 0,08 | 1 085 | 18,34 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 160 220 | 0,46 | 70 240 | 18,77 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 485 | 213 | ||||||
2025-07-16 | 13F | TOWER TRUST & INVESTMENT Co | 734 | 0,00 | 322 | 15,88 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3 566 | −2,99 | 1 563 | 14,67 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 15 | 7 | ||||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 14 402 | −1,20 | 6 314 | 16,82 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 2 628 | 16,64 | 1 152 | 37,96 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 847 | −2,87 | 389 | 15,13 | ||||
2025-08-13 | 13F | KilterHowling LLC | 3 602 | 0,00 | 1 579 | 13,03 | ||||
2025-07-22 | 13F | Strid Group, LLC | 1 353 | 0,00 | 593 | 18,36 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 7 617 | 27,76 | 3 339 | 51,02 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 659 | 0,00 | 289 | 18,03 | ||||
2025-08-11 | 13F | Tidemark, LLC | 382 | −19,24 | 168 | −4,57 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 914 | −21,21 | 401 | −6,98 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 98 | 0,00 | 43 | 16,67 | ||||
2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 1 600 | 0,00 | 701 | 18,21 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 20 134 | 8,70 | 8 827 | 28,51 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 185 | −94,01 | 81 | −92,93 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 643 | 13,60 | 282 | 34,45 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 27 042 | −0,78 | 11 855 | 17,31 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 252 846 | 2,22 | 93 760 | −7,64 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 8 076 | −2,18 | 3 541 | 15,65 | ||||
2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 746 | −1,97 | 327 | 15,60 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 26 612 | 0,00 | 11 667 | 18,22 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 36 646 | 0,67 | 16 083 | 19,13 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 31 688 | 4,45 | 13 892 | 23,48 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 7 658 | 172,72 | 3 361 | 222,86 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 13 156 | −2,77 | 5 768 | 14,95 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 9 615 | 13,52 | 4 | 33,33 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 4 495 | 4,34 | 1 970 | 23,29 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 012 | 0,00 | 1 759 | 18,22 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 37 860 | 49,96 | 16 598 | 77,28 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 568 | 23,75 | 249 | 45,88 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 5 685 | 7,28 | 2 492 | 26,88 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 540 | 0,00 | 237 | 18,00 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 4 346 | 1 906 | ||||||
2025-08-15 | 13F | Security National Bank Of So Dak | 3 841 | −3,15 | 1 684 | 14,49 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 1 154 | −42,10 | 505 | −31,80 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 1 800 | −2,44 | 789 | 15,35 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 86 398 | 18,69 | 37 877 | 40,32 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 8 832 | −1,56 | 3 877 | 16,50 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 49 468 | 6,48 | 21 687 | 25,89 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 15 151 | −0,41 | 6 642 | 17,75 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 4 107 | 7,04 | 1 523 | −5,11 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 89 089 | 9,26 | 39 | 30,00 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 942 653 | −0,12 | 9 491 | 10,32 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 3 000 | 1 315 | ||||||
2025-07-10 | 13F | Weinberger Asset Management, Inc | 17 298 | 0,62 | 7 584 | 18,95 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 12 147 | 9,03 | 5 325 | 28,90 | ||||
2025-05-01 | 13F | Freedom Day Solutions, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Allred Capital Management, LLC | 1 338 | 4,69 | 586 | 23,89 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 20 795 | 204,02 | 9 116 | 259,46 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 3 131 | 2,02 | 1 373 | 20,56 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 4 186 | −15,99 | 1 835 | −0,65 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 592 | 1,20 | 260 | 19,35 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 50 422 | −4,57 | 22 120 | 12,89 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 2 421 | −1,55 | 1 062 | 16,34 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 591 | −7,51 | 259 | 9,75 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 4 004 | −27,87 | 1 755 | −14,72 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 35 058 923 | 8,64 | 15 299 954 | 27,98 | ||||
2025-08-07 | 13F | Guardian Partners Inc. | 93 962 | 576,57 | 41 578 | 730,73 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 2 101 | −9,13 | 921 | 13,02 | ||||
2025-07-09 | 13F | First Financial Corp /in/ | 348 | 0,00 | 153 | 17,83 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 349 | 0,00 | 153 | 18,60 | ||||
2025-07-10 | 13F | Trust Point Inc. | 521 | 228 | ||||||
2025-07-21 | 13F | Mechanics Financial Corp | 20 | 0,00 | 9 | 14,29 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 1 406 | 0,00 | 616 | 18,23 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 2 014 | 0,00 | 1 | |||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 60 704 | −0,13 | 26 613 | 18,08 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 1 165 | 0,00 | 511 | 18,06 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 1 859 | −1,17 | 815 | 16,93 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 67 046 | 5,00 | 29 393 | 24,14 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 818 | 0,00 | 0 | |||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 974 | 24,87 | 427 | 47,92 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 3 873 | 0,00 | 1 698 | 18,25 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 18 377 | 6,87 | 8 056 | 26,35 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 56 247 | 21,84 | 24 659 | 44,05 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 11 247 | −6,48 | 4 931 | 10,56 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 966 | 8,78 | 423 | 28,57 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 7 216 | −1,90 | 3 164 | 15,99 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 2 906 | 17,22 | 1 274 | 38,63 | ||||
2025-05-14 | 13F | Delta Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 5 335 797 | 7,49 | 2 339 213 | 27,07 | ||||
2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 801 | 0,00 | 351 | 18,18 | ||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 1 187 | −31,27 | 520 | −18,75 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 28 500 | −2,16 | 12 494 | 15,67 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 596 | 0,00 | 261 | 18,10 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 20 231 | 0,58 | 8 869 | 18,92 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 4 525 | 8,90 | 1 984 | 28,77 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 10 530 | 0,00 | 4 616 | 18,24 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 22 858 | −0,54 | 10 021 | 17,59 | ||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 669 | 0,00 | 293 | 18,15 | ||||
2025-08-13 | 13F | WealthTrust Axiom LLC | 1 066 | −19,06 | 467 | −4,30 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 971 | −21,06 | 426 | −6,80 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 121 351 | −0,76 | 53 200 | 17,33 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 497 | −5,69 | 218 | 11,79 | ||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 114 662 | 1,29 | 50 268 | 19,75 | ||||
2025-08-27 | NP | HCMGX - HCM Tactical Growth Fund Class A Shares | 271 000 | 0,00 | 118 806 | 18,22 | ||||
2025-07-10 | 13F | Rfg Holdings, Inc. | 640 | −0,78 | 281 | 17,15 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 1 738 | −6,71 | 762 | 10,29 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 1 431 | −5,73 | 627 | 11,57 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 753 | −4,44 | 330 | 13,01 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 3 577 | −13,95 | 1 568 | 1,75 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 2 007 | 0,00 | 880 | 18,15 | ||||
2025-08-05 | 13F | Intellectus Partners, LLC | 2 245 | 0,00 | 985 | 18,39 | ||||
2025-07-31 | 13F | Fielder Capital Group LLC | 3 067 | 0,00 | 1 345 | 18,21 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 37 | 0,00 | 16 | 23,08 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 413 727 | 3,09 | 181 378 | 21,87 | ||||
2025-08-15 | 13F | Alaethes Wealth LLC | 802 | 0,00 | 352 | 18,52 | ||||
2025-07-25 | 13F | Dynamic Financial Group | 1 670 | 9,44 | 732 | 29,56 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 2 344 | 13,95 | 1 027 | 34,78 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 9 596 | 5,58 | 4 207 | 24,84 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 11 626 | 9,41 | 5 097 | 29,34 | ||||
2025-05-15 | 13F | Human Investing LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 17 146 | 36,36 | 7 517 | 61,22 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 39 793 | −0,90 | 17 445 | 17,17 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 7 937 | 16,60 | 3 612 | 43,11 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 722 843 | 142,16 | 316 894 | 186,29 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 1 321 | −13,26 | 490 | −14,06 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 132 | 0,00 | 58 | 5,56 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 356 875 | 17,60 | 156 454 | 39,04 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 2 300 | −84,67 | 1 008 | −81,88 | ||||
2025-07-07 | 13F | RDA Financial Network | 1 613 | 0,81 | 707 | 19,06 | ||||
2025-08-11 | 13F | Strategic Equity Management | 6 530 | 2 863 | ||||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 15 479 | 22,66 | 6 786 | 45,01 | ||||
2025-07-31 | 13F | First Business Financial Services, Inc. | 1 502 | 0,00 | 658 | 18,35 | ||||
2025-08-25 | NP | NDAA - Ned Davis Research 360 Dynamic Allocation ETF | 1 189 | 63,32 | 521 | 93,68 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 2 169 | −3,30 | 951 | 14,44 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 12 541 | 46,42 | 5 498 | 73,13 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 64 945 | 15,14 | 28 472 | 36,12 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 1 871 | −11,83 | 820 | 4,33 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 896 | 0,10 | 1 341 | 22,37 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 827 | −12,02 | 363 | 4,02 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 9 210 | −0,98 | 4 038 | 17,05 | ||||
2025-08-14 | 13F | Family Management Corp | 60 | 0,00 | 26 | 18,18 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 35 477 | 1,85 | 15 553 | 20,41 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 3 393 | 0,00 | 1 487 | 18,20 | ||||
2025-08-01 | 13F | Wealth Watch Advisors, INC | 4 538 | −7,75 | 1 989 | 9,05 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 7 643 | −7,66 | 3 351 | 9,16 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 12 763 | −96,62 | 5 595 | −96,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 20 301 | 11,12 | 8 900 | 31,37 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 3 777 | 44,11 | 1 656 | 70,44 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 661 | −0,60 | 290 | 23,50 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Truvestments Capital Llc | 862 | 0,00 | 378 | 18,18 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 117 822 | 7,32 | 51 654 | 26,88 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 720 | 0,00 | 0 | |||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 1 159 | −1,45 | 508 | 16,51 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 1 448 | −1,36 | 635 | 16,54 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 20 866 | −2,08 | 9 148 | 15,77 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 54 537 | 4,41 | 23 909 | 23,43 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 937 | 0,00 | 411 | 18,16 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 18 117 | 12,63 | 7 942 | 31,95 | ||||
2025-07-21 | 13F | 25 Llc | 45 443 | 11,31 | 19 923 | 31,60 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 12 759 | 5 594 | ||||||
2025-07-02 | 13F | InvesTrust | 1 825 | −13,01 | 800 | 2,96 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 6 263 | 0,18 | 2 746 | 18,42 | ||||
2025-08-15 | 13F | Lgl Partners, Llc | 725 | 3,57 | 331 | 27,41 | ||||
2025-08-14 | 13F | Goodwin Investment Advisory | 3 150 | 46,04 | 1 381 | 72,72 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 39 621 | 12,94 | 17 370 | 33,52 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 745 | 0,00 | 327 | 18,12 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 10 702 | 0,21 | 4 692 | 18,46 | ||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 313 | 0,00 | 137 | 18,10 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 8 737 | 25,53 | 3 830 | 48,45 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 1 463 | 10,92 | 641 | 31,08 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 2 539 | −1,51 | 1 157 | 20,02 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 577 | 0,00 | 253 | 18,31 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1 843 | 5,92 | 808 | 25,12 | ||||
2025-08-13 | 13F | Integrity Investment Advisors, LLC | 707 | −7,22 | 310 | 9,57 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 1 667 | 731 | ||||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 3 485 | −85,80 | 1 528 | −83,22 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 26 931 | 6,14 | 11 806 | 23,75 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 10 088 | −0,69 | 4 423 | 17,42 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 1 199 | −3,69 | 526 | 13,88 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 13 644 | 187,00 | 5 982 | 239,44 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 39 590 | 2,99 | 17 356 | 21,77 | ||||
2025-07-18 | 13F | Consolidated Planning Corp | 774 | 0,00 | 339 | 18,12 | ||||
2025-08-11 | 13F | Citigroup Inc | 871 186 | 38,51 | 381 928 | 63,76 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 18 | 0,00 | 0 | |||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 3 556 | −33,87 | 1 559 | −21,83 | ||||
2025-07-18 | 13F | Rolek Wealth Management LLC | 116 856 | −1,67 | 51 230 | 19,00 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 791 | 24,76 | 347 | 47,23 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 95 030 | 27,46 | 41 661 | 50,69 | ||||
2025-07-16 | 13F | Flower City Capital | 1 347 | −9,54 | 591 | 7,07 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 1 813 | −32,38 | 795 | −20,12 | ||||
2025-07-08 | 13F | Gallacher Capital Management LLC | 579 | −41,10 | 254 | −30,49 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 481 | 211 | ||||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 50 965 | 14,86 | 22 343 | 35,79 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 992 | −24,16 | 435 | −10,33 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 181 900 | 93,72 | 79 745 | 129,02 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 61 100 | −71,99 | 26 786 | −66,88 | |||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1 063 | 0,00 | 466 | 18,27 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 2 246 | −16,23 | 985 | −1,01 | ||||
2025-07-10 | 13F | Financial Management Network Inc | 1 157 | 0,00 | 511 | 32,38 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 6 084 | −1,12 | 2 670 | 22,09 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 27 251 | −0,39 | 11 947 | 17,76 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 601 004 | 0,27 | 265 632 | 19,52 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 630 | 276 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 12 720 | 0,20 | 5 577 | 18,46 | ||||
2025-08-01 | 13F | Howard Capital Management Inc. | 301 367 | −4,06 | 132 271 | 13,56 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 268 637 | 6,25 | 117 770 | 25,61 | ||||
2025-08-13 | 13F | Alerus Financial Na | 123 | 54 | ||||||
2025-07-22 | 13F | Sage Financial Group Inc | 151 378 | −3,08 | 66 364 | 14,58 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 4 127 | −1,46 | 1 809 | 16,48 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 3 918 | −1,06 | 1 718 | 16,96 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 661 | −10,80 | 290 | 5,47 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 3 388 | 0,00 | 1 485 | 18,23 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38 884 | 13,66 | 17 047 | 34,37 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 251 | 0,00 | 110 | 18,28 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Roundview Capital LLC | 2 225 | −2,63 | 975 | 15,11 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 243 888 | 0,97 | 106 922 | 19,37 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 421 | 0,00 | 185 | 17,95 | ||||
2025-08-08 | 13F | Allianz Se | 272 | 253,25 | 119 | 325,00 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 20 502 | −22,39 | 8 988 | −8,24 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 2 018 | 0,00 | 885 | 18,18 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11 010 | 3,11 | 4 827 | 21,90 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 2 219 | −18,84 | 973 | −4,05 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 517 | −11,93 | 227 | 4,15 | ||||
2025-08-14 | 13F | Sherman Asset Management, Inc. | 41 | 0,00 | 18 | 13,33 | ||||
2025-07-17 | 13F | Greenleaf Trust | 6 836 | 0,00 | 2 997 | 18,23 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 2 495 | 0,00 | 1 094 | 18,16 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 18 188 | −0,47 | 7 974 | 17,68 | ||||
2025-07-15 | 13F | Well Done, LLC | 980 | −39,77 | 430 | −35,68 | ||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 651 | 3,45 | 724 | 11,75 | ||||
2025-07-07 | 13F | Investors Research Corp | 125 | −43,44 | 55 | −33,33 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 853 | 6,89 | 0 | |||||
2025-07-31 | 13F | AlTi Global, Inc. | 11 334 | −21,92 | 4 974 | −7,60 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 33 324 | 1,68 | 15 | 16,67 | ||||
2025-07-11 | 13F | Diversified Trust Co | 13 395 | 17,20 | 5 873 | 38,56 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 33 509 | −8,91 | 14 691 | 7,69 | ||||
2025-05-02 | 13F | Cable Hill Partners, LLC | 188 141 | −0,26 | 71 172 | −8,07 | ||||
2025-07-09 | 13F | Clarus Wealth Advisors | 17 126 | −1,56 | 7 507 | 17,32 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 1 816 | 2,08 | 674 | −7,81 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 1 606 | 0,00 | 704 | 18,32 | ||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 1 425 | 0,00 | 625 | 18,18 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 42 | 5,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Norden Group Llc | 2 573 | −31,06 | 1 128 | −18,44 | ||||
2025-08-08 | 13F | Francis Financial, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151 | 57,29 | 66 | 88,57 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 63 760 | −21,43 | 27 952 | −7,11 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 97 635 | −3,13 | 42 803 | 13,50 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 4 320 | 5,39 | 1 894 | 24,62 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 531 | 233 | ||||||
2025-07-17 | 13F | Delta Capital Management Llc | 3 000 | 0,00 | 1 | 0,00 | ||||
2025-07-30 | 13F | Mason & Associates, LLC | 1 232 | 0,00 | 540 | 18,42 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 582 | 4,68 | 255 | 23,79 | ||||
2025-08-18 | 13F | Finward Bancorp | 13 478 | −0,01 | 5 909 | 18,21 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 7 808 | 0,00 | 3 423 | 18,24 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 3 474 | −43,18 | 1 523 | −32,82 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 326 314 | 18,43 | 581 456 | 40,01 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 14 829 | 0,99 | 6 506 | 19,40 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 9 085 | −2,15 | 3 983 | 15,65 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 12 516 | 0,41 | 5 487 | 18,71 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 6 190 | −3,08 | 2 714 | 14,57 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 20 293 | −0,55 | 7 525 | −10,16 | ||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5 547 | 15,73 | 2 432 | 36,80 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 510 | 224 | ||||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 1 164 | 0,00 | 510 | 18,33 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 2 474 | −1,75 | 1 085 | 16,18 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3 463 113 | 3,80 | 1 518 229 | 22,71 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 36 150 | 2,35 | 15 848 | 21,00 | ||||
2025-07-16 | 13F | MKT Advisors LLC | 1 883 | 0,00 | 817 | 29,89 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 46 784 | 2,83 | 20 510 | 21,56 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 29 230 | 2,69 | 12 815 | 21,41 | ||||
2025-07-30 | 13F | Capital Investment Services of America, Inc. | 1 218 | 8,56 | 534 | 28,37 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 81 415 | 8,31 | 35 692 | 28,06 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 50 | −24,24 | 22 | −8,33 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 3 467 | 2,73 | 1 520 | 21,42 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 5 521 | 0,00 | 2 420 | 18,22 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 820 | −34,66 | 304 | −40,97 | ||||
2025-08-13 | 13F | Williamson Legacy Group, LLC | 637 | −3,48 | 279 | 14,34 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 792 | 0,00 | 347 | 18,43 | ||||
2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 9 078 | −7,50 | 3 980 | 9,34 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 5 535 | 3,11 | 2 512 | 23,51 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 156 | 0,00 | 68 | 19,30 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 509 | 223 | ||||||
2025-07-15 | 13F | Unified Investment Management | 500 | 219 | ||||||
2025-07-16 | 13F | RWM Asset Management, LLC | 82 424 | 0,00 | 36 135 | 18,22 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 3 916 | −17,21 | 1 715 | −2,22 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 1 306 | 18,51 | 573 | 40,20 | ||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 2 025 | −1,07 | 888 | 16,86 | ||||
2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 12 580 | 0,00 | 5 515 | 18,25 | ||||
2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 822 | −10,60 | 806 | 6,75 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 16 632 | 4,43 | 7 291 | 23,47 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4 305 | 1,46 | 1 887 | 19,96 | ||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 1 673 | 2,32 | 733 | 20,96 | ||||
2025-08-14 | 13F | Graney & King, LLC | 3 492 | 11,49 | 1 531 | 31,87 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 143 | −9,49 | 63 | 6,90 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 1 414 | 30,80 | 1 | |||||
2025-07-25 | 13F | CV Advisors LLC | 494 | 217 | ||||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 1 000 | 0,00 | 384 | 0,00 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 914 | 0,00 | 401 | 18,34 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 1 367 | −11,18 | 507 | −19,81 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 11 103 | 14,29 | 4 868 | 35,12 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 30 332 | −10,37 | 13 298 | 5,96 | ||||
2025-08-14 | 13F | Sentinus, LLC | 569 | 0,00 | 249 | 18,57 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 28 985 | 9,66 | 13 308 | 35,78 | ||||
2025-07-18 | 13F | Cooper Financial Group | 1 712 | −45,25 | 750 | −35,29 | ||||
2025-08-27 | NP | XNAV - FundX Aggressive ETF | 6 865 | −2,44 | 3 010 | 15,33 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 767 | −2,04 | 336 | 15,86 | ||||
2025-08-27 | NP | XCOR - FundX ETF | 52 117 | 5,82 | 22 848 | 25,11 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 21 373 | 9 370 | ||||||
2025-08-06 | 13F | Rps Advisory Solutions Llc | 475 | 208 | ||||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 10 171 | −0,07 | 4 459 | 18,15 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 2 683 | 36,47 | 1 178 | 61,45 | ||||
2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | GSG Advisors LLC | 16 175 | −0,02 | 7 091 | 19,18 | ||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 34 625 | 7,24 | 15 179 | 26,79 | ||||
2025-07-21 | 13F | Jackson Wealth Management, LLC | 3 390 | −82,13 | 1 486 | −78,88 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 4 968 | −18,20 | 2 178 | −3,29 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 7 825 | 0,40 | 3 430 | 18,69 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 1 260 | −1,56 | 553 | 16,46 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 796 | 0,00 | 349 | 17,97 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 907 | 0,00 | 836 | 18,25 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 23 302 | −6,21 | 10 216 | 10,88 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 803 | −55,71 | 352 | −47,62 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 171 | 4,91 | 75 | 23,33 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 28 842 | −1,23 | 12 644 | 16,77 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 15 361 | 3,02 | 6 735 | 21,82 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 1 290 | 0,47 | 566 | 18,70 | ||||
2025-07-28 | 13F | Naviter Wealth, LLC | 820 | −2,61 | 360 | 15,38 | ||||
2025-08-13 | 13F | Vance Wealth, Inc. | 1 519 | 5,27 | 666 | 24,53 | ||||
2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 16 905 | 5,34 | 7 411 | 24,53 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12 592 | 55,09 | 5 520 | 83,39 | ||||
2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 18 976 | 3,39 | 8 319 | 22,23 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 873 | 0,06 | 3 013 | 18,30 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 10 262 | 0,83 | 4 504 | 19,34 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 5 121 | −3,45 | 2 245 | 14,14 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 28 227 | 4,57 | 12 375 | 23,63 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 9 494 | −29,73 | 4 | −20,00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 96 591 | 7,03 | 42 346 | 26,53 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 4 166 | 25,03 | 1 826 | 47,85 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 1 839 | 0,00 | 806 | 18,18 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 209 | 11,02 | 530 | 31,51 | ||||
2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 100 089 | 0,49 | 37 115 | −10,04 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 1 750 | −2,56 | 767 | 15,34 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 35 716 | 0,67 | 15 676 | 19,15 | ||||
2025-07-30 | 13F/A | Divergent Planning, LLC | 862 | 9,11 | 374 | 25,50 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 24 976 | 2,05 | 10 950 | 20,65 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 1 070 | −3,43 | 0 | |||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Gleason Group, Inc. | 141 219 | 43,27 | 61 910 | 69,38 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 2 014 | −7,19 | 884 | 9,83 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 1 191 | −23,85 | 522 | −9,84 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 44 591 | −1,09 | 19 549 | 16,93 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 842 | 0,00 | 369 | 18,27 | ||||
2025-08-07 | 13F | Greystone Financial Group, LLC | 12 761 | 7,94 | 5 594 | 27,63 | ||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 1 218 | 0,00 | 534 | 18,18 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 4 847 | −2,75 | 2 125 | 14,94 | ||||
2025-07-08 | 13F | Lpwm Llc | 2 880 | 4,16 | 1 263 | 23,12 | ||||
2025-08-12 | 13F | Wind River Trust Co | 19 070 | 0,00 | 8 360 | 18,23 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 657 | 288 | ||||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 1 884 | 0,00 | 826 | 18,19 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 13 329 | −2,63 | 5 844 | 15,11 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 700 | 1,89 | 307 | 20,87 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 5 256 | 0,75 | 2 304 | 19,13 | ||||
2025-07-24 | 13F | KC Investment Advisors, LLC | 40 437 | −52,16 | 17 728 | −43,44 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 795 | −1,73 | 349 | 16,39 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 774 | 2,38 | 340 | 21,07 | ||||
2025-08-11 | 13F | North Forty Two & Co. | 1 128 | 0,00 | 494 | 18,18 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 1 226 | 0,00 | 537 | 18,28 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 98 | 0,00 | 43 | 16,67 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 12 691 | −0,51 | 5 564 | 17,61 | ||||
2025-07-29 | 13F | Latitude Advisors, LLC | 1 805 | 11,97 | 791 | 32,50 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 19 474 | 581,39 | 8 547 | 707,08 | ||||
2025-07-30 | 13F | Benin Management CORP | 1 364 | 0,00 | 598 | 18,22 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 15 418 | −0,36 | 6 760 | 17,79 | ||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4 255 | −3,19 | 1 865 | 14,49 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 3 691 | 1 618 | ||||||
2025-07-07 | 13F | Versant Capital Management, Inc | 185 | 85,00 | 81 | 118,92 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 28 788 | −4,84 | 12 621 | 12,50 | ||||
2025-07-29 | 13F | Regions Financial Corp | 29 150 | −0,66 | 12 779 | 17,45 | ||||
2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 5 814 | 78,67 | 2 549 | 111,28 | ||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 77 187 | −0,79 | 33 839 | 17,29 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
2025-04-23 | 13F | Western Financial Corp/CA | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | United Advisor Group, LLC | 9 408 | 47,32 | 4 125 | 74,16 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 115 828 | 2,25 | 50 779 | 20,88 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 7 738 | −2,15 | 3 392 | 15,69 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 30 850 | 5,94 | 13 525 | 25,25 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 1 095 | 26,44 | 480 | 49,53 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 2 560 | −1,42 | 1 122 | 16,51 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 3 760 | 0,00 | 1 649 | 18,22 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 1 042 900 | 2,15 | 457 207 | 20,77 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 48 361 | 7,47 | 21 202 | 27,05 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 3 233 | −14,02 | 1 417 | 1,65 | ||||
2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 2 363 | 127,21 | 1 036 | 168,83 | ||||
2025-08-13 | 13F | Polen Capital Management Llc | 12 907 | −11,53 | 5 659 | 4,60 | ||||
2025-07-16 | 13F | Brave Asset Management Inc | 618 | 0,00 | 271 | 17,90 | ||||
2025-07-17 | 13F | Stephens Group Asset Management, Llc | 340 519 | 10,31 | 149 284 | 30,41 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 030 654 | 3,92 | 451 839 | 22,86 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Parker Financial LLC | 66 095 | 1,22 | 28 977 | 19,67 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 764 | −0,91 | 335 | 17,19 | ||||
2025-07-28 | 13F | JGP Wealth Management, LLC | 791 | 14,47 | 347 | 35,16 | ||||
2025-07-31 | 13F | Brian Low Financial Group, Llc | 2 502 | 1 097 | ||||||
2025-07-25 | 13F | PrairieView Partners, LLC | 409 | 0,00 | 0 | |||||
2025-08-13 | 13F | Luminist Capital LLC | 3 | 0,00 | 1 | 0,00 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 4 151 | 14,01 | 1 820 | 34,74 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 760 | 0,00 | 333 | 18,51 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 524 | −17,87 | 230 | −2,97 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 789 | 0,00 | 346 | 18,15 | ||||
2025-08-12 | 13F | TCP Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | GAMMA Investing LLC | 4 320 | 17,42 | 1 894 | 38,78 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 21 981 | 8,17 | 9 636 | 27,88 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 805 | −30,96 | 353 | −18,52 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 7 700 | 0,00 | 3 375 | 18,21 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 1 879 | −0,05 | 824 | 18,22 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 3 928 | 0,00 | 1 456 | 0,00 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 10 635 | 0,63 | 4 662 | 18,99 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 429 | 0,00 | 188 | 18,24 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 1 800 | 0,00 | 789 | 18,29 | ||||
2025-08-14 | 13F | Dagco, Inc. | 60 266 | 6,56 | 26 421 | 25,98 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 206 957 | −1,51 | 90 730 | 16,44 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 855 | 0,00 | 375 | 17,98 | ||||
2025-08-13 | 13F | JT Stratford LLC | 6 276 | 18,42 | 2 752 | 40,00 | ||||
2025-04-23 | 13F | Goelzer Investment Management, Inc. | 832 | 0,00 | 341 | 0,00 | ||||
2025-08-13 | 13F | Wealthquest Corp | 2 196 | −22,92 | 963 | −8,90 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 1 944 | −1,57 | 852 | 5,19 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 22 924 | 6,15 | 10 050 | 25,49 | ||||
2025-07-24 | 13F | Trust Co of Tennessee | 236 055 | −0,26 | 103 487 | 17,92 | ||||
2025-07-17 | 13F | Dopkins Wealth Management, Llc | 13 989 | −0,53 | 6 133 | 17,58 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 186 172 | 4,20 | 81 618 | 23,19 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 4 072 | 283,79 | 1 785 | 354,20 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 16 996 | −0,09 | 7 | 16,67 | ||||
2025-07-08 | 13F | Strategic Advocates LLC | 4 672 | 0,00 | 2 048 | 18,24 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 151 | 0,00 | 66 | 20,00 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 7 040 | 0,00 | 3 086 | 18,24 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 123 754 | 4,77 | 54 254 | 23,86 | ||||
2025-08-14 | 13F | JPL Wealth Management, LLC | 854 | −11,69 | 374 | 4,47 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 5 189 | −22,54 | 2 | 0,00 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 64 | −9,86 | 28 | 7,69 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 395 | −13,76 | 173 | 2,37 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 8 562 | 0,50 | 3 754 | 18,80 | ||||
2025-08-12 | 13F | Gitterman Wealth Management, LLC | 462 | 202 | ||||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 981 | −4,20 | 7 006 | 13,26 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 13 163 | −6,50 | 5 771 | 10,54 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 47 803 | 0,89 | 20 957 | 19,27 | ||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 269 | −16,20 | 118 | 0,00 | ||||
2025-08-05 | 13F | Ciovacco Capital Management LLC | 11 444 | 75,04 | 5 017 | 106,97 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 931 | −13,88 | 408 | 2,00 | ||||
2025-07-16 | 13F | Old Port Advisors | 595 | −7,75 | 261 | 8,79 | ||||
2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 3 473 | −1,98 | 1 523 | 15,92 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 2 817 | 4,49 | 1 235 | 23,52 | ||||
2025-07-08 | 13F | Goldstone Financial Group, LLC | 1 055 | 9,90 | 467 | 30,90 | ||||
2025-07-17 | 13F | XML Financial, LLC | 968 | −5,10 | 424 | 12,17 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 978 | −0,31 | 429 | 17,91 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 289 | −18,36 | 127 | −3,82 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 2 028 | 0,00 | 889 | 18,22 | ||||
2025-08-13 | 13F | Northern Trust Corp | 182 636 | 8,18 | 80 068 | 27,90 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 1 240 | 0,00 | 544 | 18,30 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 18 815 | −1,23 | 8 | 14,29 | ||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 9 777 | −25,92 | 4 286 | −12,42 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 129 | 0,00 | 58 | 18,75 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 497 | 218 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 196 779 | −0,38 | 86 368 | 17,91 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 482 195 | 5,54 | 211 | 24,85 | ||||
2025-04-30 | 13F | Highview Capital Management LLC/DE/ | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Morangie Management LLC | 550 | 0,00 | 241 | 18,14 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 43 | 0,00 | 19 | 20,00 | ||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 8 280 | −3,21 | 3 630 | 14,44 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 89 224 | 3,99 | 39 116 | 22,95 | ||||
2025-08-14 | 13F | Clg Llc | 1 038 | −1,05 | 455 | 17,01 | ||||
2025-07-31 | 13F | AF Advisors, Inc. | 1 635 | 0,00 | 717 | 18,15 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 915 | 28,52 | 831 | 47,86 | ||||
2025-08-06 | 13F | Bonfire Financial | 20 911 | −0,55 | 9 178 | 17,73 | ||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 3 628 | −10,22 | 1 590 | 6,14 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 5 788 | −9,98 | 3 | 0,00 | ||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 2 183 | 0,00 | 957 | 18,17 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 5 415 | −0,15 | 2 374 | 18,06 | ||||
2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 533 | −15,80 | 234 | −0,43 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 64 541 | 4,66 | 28 295 | 23,73 | ||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 3 994 | 0,00 | 1 751 | 18,16 | ||||
2025-07-09 | 13F | Orser Capital Management, Llc | 8 173 | −69,12 | 3 583 | −63,49 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 468 | −51,10 | 205 | −42,09 | ||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 5 857 | 0,17 | 2 571 | 18,54 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 19 258 | −6,24 | 8 443 | 10,85 | ||||
2025-08-11 | 13F | Capital Square, LLC | 1 088 | −11,54 | 481 | 5,49 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 24 971 | −68,65 | 10 947 | −62,94 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 106 315 | 0,00 | 46 608 | 18,23 | ||||
2025-07-15 | 13F | Home Federal Bank Of Tennessee | 594 | 0,00 | 260 | 18,18 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 2 285 | 0,04 | 1 002 | 18,32 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 3 008 | 0,50 | 1 319 | 18,85 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 1 038 | 0,78 | 455 | 19,16 | ||||
2025-07-29 | 13F | Tide Cove Capital Partners LLC | 19 903 | 1,77 | 9 075 | 25,12 | ||||
2025-08-27 | NP | ACALX - Advisors Capital Active All Cap Fund | 92 600 | 5,95 | 40 596 | 25,26 | ||||
2025-08-14 | 13F | Permanens Capital L.P. | 301 987 | −14,86 | 132 543 | 0,77 | ||||
2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 1 884 | 2,34 | 826 | 20,97 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 60 421 | −19,40 | 27 407 | −3,48 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 34 958 | −45,31 | 15 323 | −35,36 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 123 | 21,78 | 54 | 43,24 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Alteri Wealth LLC | 1 807 | 3,67 | 792 | 22,60 | ||||
2025-07-29 | 13F | Lyell Wealth Management, Lp | 730 | 320 | ||||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 9 725 | 3,60 | 4 263 | 22,50 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 3 935 | −1,62 | 1 725 | 16,32 | ||||
2025-04-29 | 13F | Baker Boyer National Bank | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Lokken Investment Group LLC | 39 097 | −0,24 | 17 140 | 17,94 | ||||
2025-07-25 | 13F | Clarendon Private LLC | 4 453 | −1,42 | 1 952 | 16,61 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 4 355 | 62,20 | 1 909 | 91,86 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 89 100 | −37,17 | 39 061 | −25,71 | |||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12 285 | −9,32 | 5 385 | 7,21 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 48 987 | −6,78 | 21 476 | 10,20 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 15 200 | −75,08 | 6 664 | −70,54 | |||
2025-08-27 | NP | ACGRX - Advisors Capital Growth Fund | 22 100 | 125,51 | 9 689 | 166,59 | ||||
2025-08-05 | 13F | Tsfg, Llc | 2 648 | −12,84 | 1 | 0,00 | ||||
2025-08-14 | 13F | Mariner, LLC | 1 786 816 | 2,34 | 783 340 | 20,99 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 12 152 | 11,26 | 5 377 | 36,68 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 548 | −3,69 | 240 | 14,29 | ||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 4 581 | −8,20 | 2 008 | 8,54 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 1 377 | 604 | ||||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 60 902 | 1,06 | 26 718 | 18,50 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 6 027 | 8,09 | 2 642 | 27,82 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 68 827 | −8,08 | 30 174 | 8,68 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 13 | 85,71 | 0 | |||||
2025-08-14 | 13F | Shepherd Kaplan Krochuk, Llc | 1 042 | 0,00 | 457 | 18,13 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 20 601 | −35,38 | 9 032 | −23,60 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 1 503 | −3,41 | 659 | 14,24 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 2 592 | 27,68 | 1 136 | 51,06 | ||||
2025-07-09 | 13F | Beacon Financial Group | 51 384 | −2,71 | 22 527 | 15,02 | ||||
2025-08-06 | 13F | ZEGA Investments, LLC | 1 968 | 0,41 | 863 | 18,73 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 23 807 | −9,38 | 10 437 | 7,13 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 58 433 | 1,09 | 25 646 | 19,65 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 998 | −21,54 | 437 | −7,22 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 471 481 | −6,28 | 1 083 498 | 10,80 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 121 495 | −4,73 | 53 288 | 12,56 | ||||
2025-07-25 | 13F | Priebe Wealth Holdings LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 18 690 | 16,47 | 8 194 | 37,70 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 812 | 0,00 | 0 | |||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 895 | 0,00 | 392 | 18,43 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 1 033 308 | 3,67 | 453 002 | 22,57 | ||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 30 200 | −8,09 | 13 240 | 8,66 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 1 487 | −49,25 | 651 | −40,00 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 3 972 | 0,00 | 1 741 | 18,27 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 71 471 | −2,86 | 31 333 | 14,84 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 848 | 11,87 | 368 | 31,07 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 56 | 24,44 | 25 | 50,00 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 3 650 | 0,00 | 1 600 | 18,26 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Farmers National Bank | 2 635 | −0,08 | 1 155 | 18,22 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 205 | 2,50 | 90 | 20,27 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 9 380 | 0,01 | 4 112 | 18,20 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 3 407 | 1 494 | ||||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 955 | 1,17 | 419 | 19,71 | ||||
2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 4 220 | −0,73 | 1 850 | 17,39 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 551 | 0,00 | 242 | 18,14 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 78 | 29 | ||||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 568 | −0,70 | 249 | 17,45 | ||||
2025-07-14 | 13F | Abound Wealth Management | 916 | 25,31 | 401 | 47,97 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 22 648 | 0,42 | 9 929 | 18,71 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 2 444 | 0,00 | 1 071 | 18,21 | ||||
2025-04-14 | 13F | Greenspring Advisors, LLC | 900 | 0,00 | 334 | −9,76 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 12 421 | −9,95 | 5 445 | 6,45 | ||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 4 446 | 5,93 | 1 940 | 22,09 | ||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 3 046 | 2,63 | 1 335 | 21,36 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 55 | −38,89 | 24 | −27,27 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 43 | 65,38 | 19 | 100,00 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 1 313 | −1,50 | 576 | 16,40 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 392 | −6,51 | 610 | 10,51 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 1 488 | −0,60 | 652 | 17,48 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 12 594 | 2,57 | 5 605 | 17,24 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1 215 | −38,32 | 1 | |||||
2025-07-30 | 13F | Schnieders Capital Management Llc | 1 241 | 0,00 | 544 | 18,26 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 171 | −10,47 | 75 | 13,85 | ||||
2025-05-09 | 13F | Toews Corp /adv | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Ti-trust, Inc | 1 407 | −6,82 | 617 | 10,20 | ||||
2025-07-16 | 13F | Eastover Investment Advisors LLC | 807 | −4,61 | 354 | 12,78 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1 626 | −42,83 | 713 | −32,45 | ||||
2025-08-13 | 13F | Botty Investors LLC | 7 220 | 0,00 | 3 169 | 18,34 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 14 273 | −4,09 | 6 | 20,00 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 6 187 | 24,89 | 2 712 | 47,63 | ||||
2025-08-13 | 13F | Wambolt & Associates, LLC | 533 | −5,83 | 231 | 9,48 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 1 591 | 10,49 | 697 | 30,77 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 606 | 8,41 | 266 | 28,02 | ||||
2025-07-30 | 13F | First Interstate Bank | 814 | 14,17 | 357 | 34,85 | ||||
2025-05-01 | 13F | Grant/GrossMendelsohn, LLC | 2 781 | 1,35 | 1 046 | −7,19 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 151 | 0,00 | 66 | 4,76 | ||||
2025-08-06 | 13F | Simmons Bank | 17 609 | −2,42 | 7 719 | 15,36 | ||||
2025-08-07 | 13F | Retirement Solution Inc. | 1 053 | 31,95 | 462 | 56,27 | ||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 9 300 | 0,00 | 4 077 | 18,24 | ||||
2025-08-14 | 13F | Widmann Financial Services, Inc. | 1 023 | 0,00 | 448 | 18,21 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 17 995 | 0,49 | 7 889 | 18,81 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 1 327 | −0,15 | 582 | 18,09 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9 900 | −1,49 | 4 340 | 16,48 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 2 824 | −51,79 | 1 238 | −43,00 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 30 871 | 22,72 | 13 534 | 45,08 | ||||
2025-05-15 | 13F | Lavaca Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Rinkey Investments | 18 264 | −9,27 | 8 007 | 7,26 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 456 | 347,06 | 200 | 437,84 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 2 609 | −0,91 | 1 144 | 17,11 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 7 437 | 100,03 | 3 261 | 136,57 | ||||
2025-08-05 | 13F | Ring Mountain Capital, LLC | 460 | 206 | ||||||
2025-07-07 | 13F | Trust Co | 132 364 | −12,88 | 58 028 | 3,00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 2 348 | −44,10 | 1 032 | −36,79 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7 755 | 2,61 | 3 400 | 21,31 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 7 507 | 1,23 | 3 | 50,00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 50 831 | 26,35 | 22 284 | 49,39 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 748 | 0,40 | 328 | 18,48 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 2 388 | −6,83 | 1 047 | 10,11 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 841 | 0,00 | 369 | 18,33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10 201 | −16,09 | 4 | 0,00 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 147 468 | 14,19 | 64 650 | 35,00 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 10 707 | 10,70 | 4 694 | 30,87 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 2 501 | 0,00 | 1 096 | 18,23 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 497 | −15,62 | 218 | −0,46 | ||||
2025-07-29 | 13F | Oxbow Advisors, LLC | 1 042 | 1,66 | 457 | 20,00 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 998 | 0,00 | 438 | 18,11 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 5 964 | 2,85 | 2 618 | 21,72 | ||||
2025-08-07 | 13F | Grange Capital, LLC | 3 543 | −5,77 | 1 553 | 11,41 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 14 670 | 16,22 | 6 672 | 50,51 | ||||
2025-08-14 | 13F | Seven Mile Advisory | 673 | 0,00 | 295 | 18,47 | ||||
2025-07-29 | 13F | Community Bank of Raymore | 8 301 | 70,87 | 3 639 | 102,05 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 714 | 0,78 | 3 413 | 23,76 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 1 582 | 15,64 | 693 | 36,69 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 10 021 | 10,15 | 4 393 | 30,21 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 153 771 | 9,61 | 67 413 | 29,58 | ||||
2025-07-17 | 13F | Enclave Advisors LLC | 35 311 | 5,81 | 15 480 | 25,10 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 639 | 280 | ||||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 890 | −1,22 | 390 | 16,77 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 69 414 | −4,44 | 30 432 | 12,98 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 10 548 | 0,00 | 4 628 | 18,33 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 2 965 | 0,00 | 1 287 | 17,02 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 5 336 | 0,00 | 2 339 | 18,25 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 920 | 0,11 | 403 | 18,24 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 322 237 | 2,14 | 141 269 | 20,75 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 16 571 | 14,96 | 7 265 | 35,90 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 570 | 0,00 | 250 | 18,01 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 672 | −14,18 | 295 | 1,38 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 558 569 | 3,96 | 245 159 | 23,05 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 2 344 | −0,42 | 1 028 | 17,78 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 64 375 | 1,72 | 28 222 | 20,26 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 44 921 | 1,22 | 19 694 | 19,66 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 152 720 | −0,94 | 66 952 | 17,11 | ||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 1 315 | 0,00 | 1 | |||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 3 808 | −5,46 | 1 669 | 11,79 | ||||
2025-08-14 | 13F | Destination Wealth Management | 148 698 | −1,01 | 65 189 | 17,04 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 20 442 | 1,07 | 8 961 | 19,50 | ||||
2025-07-16 | 13F | Tenret Co LLC | 46 241 | −8,29 | 20 272 | 8,43 | ||||
2025-08-04 | 13F | Field & Main Bank | 170 | 0,00 | 75 | 17,46 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 462 | 203 | ||||||
2025-08-12 | 13F | BlackRock, Inc. | 13 887 | 39,37 | 6 088 | 64,76 | ||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 2 267 | −3,53 | 994 | 14,12 | ||||
2025-07-29 | 13F | Private Trust Co Na | 6 465 | 36,45 | 2 834 | 61,39 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 2 659 | −2,78 | 1 166 | 14,89 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 72 969 | 1,14 | 31 990 | 19,58 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 12 702 | −3,30 | 5 569 | 14,31 | ||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 873 | −15,08 | 383 | 0,26 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 5 539 | 0,00 | 2 428 | 18,27 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 487 | 4,28 | 214 | 23,12 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Atlantic Trust, LLC | 234 | −4,88 | 103 | 12,09 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 98 550 | 5,35 | 43 204 | 24,55 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 918 | 5,03 | 402 | 24,07 | ||||
2025-08-12 | 13F | Boreal Capital Management LLC | 1 149 | 504 | ||||||
2025-07-09 | 13F | Westmount Partners, LLC | 3 581 | 0,08 | 1 570 | 18,40 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 42 277 | 9,48 | 18 534 | 22,89 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 33 700 | 7,12 | 14 791 | 26,80 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 5 053 | 10,96 | 2 215 | 31,22 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 000 | −0,60 | 438 | 17,43 | ||||
2025-07-16 | 13F | Moneywise, Inc. | 5 672 | 578,47 | 2 486 | 704,53 | ||||
2025-08-07 | 13F | Meridian Financial Partners LLC | 878 | 19,78 | 0 | |||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 484 | 0 | ||||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 1 365 | 0,00 | 598 | 18,18 | ||||
2025-07-18 | 13F | Clarity Financial LLC | 2 041 | 0,00 | 895 | 18,25 | ||||
2025-08-11 | 13F | Aviso Wealth Management | 2 342 | −7,80 | 1 027 | 8,92 | ||||
2025-08-14 | 13F/A | Barclays Plc | 227 | 0,00 | 0 | |||||
2025-05-14 | 13F | Caisse De Depot Et Placement Du Quebec | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 1 552 | 0,00 | 680 | 18,26 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 3 009 | 0,00 | 1 319 | 18,30 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 1 182 | 518 | ||||||
2025-07-25 | 13F | Acorn Creek Capital Llc | 52 899 | −21,43 | 23 191 | −7,11 | ||||
2025-08-14 | 13F | Fmr Llc | 2 689 800 | −4,25 | 1 179 209 | 13,20 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 18 849 | 8 | ||||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2 792 | −3,19 | 1 224 | 14,50 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 58 | 45,00 | 25 | 78,57 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 1 778 | 0,17 | 780 | 18,39 | ||||
2025-07-01 | 13F | Rowland & Co Investment Counsel/adv | 1 459 | 0,00 | 640 | 18,11 | ||||
2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 2 419 | 0,00 | 1 061 | 18,17 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 1 872 | 6,85 | 821 | 26,35 | ||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 251 650 | 0,00 | 110 323 | 18,23 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 639 | 5,10 | 280 | 24,44 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 554 153 | 2,10 | 243 | 20,40 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 2 216 | 971 | ||||||
2025-08-26 | 13F | Claris Financial LLC | 14 103 | −35,97 | 6 183 | −31,62 | ||||
2025-08-04 | 13F | Spire Wealth Management | 18 857 | 1,27 | 8 267 | 19,73 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 38 262 | 31,13 | 17 436 | 61,16 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 5 171 | 1,27 | 2 267 | 19,76 | ||||
2025-08-06 | 13F | Convergence Financial, LLC | 2 787 | 1,75 | 1 222 | 20,30 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 13 637 | −6,04 | 5 978 | 11,09 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 16 360 | −5,14 | 7 172 | 12,15 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 516 | 226 | ||||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 4 426 | −0,74 | 1 940 | 17,36 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Investment Partners, Ltd. | 751 | 0,00 | 329 | 18,35 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 5 996 | 17,71 | 2 629 | 39,34 | ||||
2025-08-12 | 13F | Country Trust Bank | 1 594 | −8,55 | 699 | 8,05 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 142 584 | 109,73 | 62 519 | 148,00 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 489 | 214 | ||||||
2025-08-11 | 13F | Cladis Investment Advisory, LLC | 1 310 | 0,00 | 574 | 18,35 | ||||
2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 1 063 | 6,30 | 466 | 25,95 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 2 380 | −14,66 | 1 052 | 1,64 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 4 685 | −2,80 | 2 054 | 14,89 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 946 | 0,00 | 415 | 18,29 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 51 892 | 28,45 | 22 758 | 51,92 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 37 772 | −2,37 | 16 578 | 15,56 | ||||
2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 446 | −31,88 | 1 512 | −19,40 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 40 708 | −0,17 | 17 846 | 18,02 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 1 069 | −6,47 | 469 | 10,64 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 2 190 | 12,37 | 960 | 32,96 | ||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 54 852 | 2,98 | 24 047 | 21,74 | ||||
2025-07-17 | 13F | ERn Financial, LLC | 22 438 | −0,33 | 9 837 | 17,82 | ||||
2025-08-11 | 13F | Birnam Oak Advisors, LP | 27 100 | 0,00 | 11 881 | 18,22 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 60 318 | −1,39 | 26 443 | 16,58 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 20 879 | 1,15 | 9 156 | 19,13 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 13 | 8,33 | 5 | 25,00 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 4 942 | 0,98 | 2 167 | 19,40 | ||||
2025-04-21 | 13F | Catalina Capital Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 7 | 0,00 | 3 | 50,00 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 47 459 | 2,10 | 20 806 | 20,71 | ||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 13 134 | −36,02 | 5 758 | −24,36 | ||||
2025-05-15 | 13F | Cambria Investment Management, L.P. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Nvwm, Llc | 185 | 81 | ||||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 2 274 | 0,00 | 997 | 18,15 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34 921 | −2,59 | 15 309 | 15,28 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 2 195 | 1,15 | 962 | 19,65 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 8 019 | −2,02 | 3 516 | 15,85 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 7 263 | −15,12 | 3 184 | −9,34 | ||||
2025-07-15 | 13F/A | Kure Advisory, LLC | 18 676 | 8,87 | 8 188 | 28,71 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 21 983 | 1,26 | 9 637 | 19,71 | ||||
2025-08-14 | 13F | First Manhattan Co | 3 905 | −3,15 | 1 714 | 14,58 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3 023 | −13,87 | 1 325 | 1,84 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 461 | 202 | ||||||
2025-07-15 | 13F | Mather Group, Llc. | 548 423 | 3,31 | 240 429 | 22,14 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 34 906 | 3,20 | 15 303 | 22,01 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 10 253 | 4,83 | 4 495 | 23,97 | ||||
2025-07-22 | 13F | Silver Lake Advisory, LLC | 6 002 | −1,99 | 2 631 | 15,85 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 97 415 | 6,94 | 42 707 | 26,43 | ||||
2025-08-12 | 13F | EFG Asset Management (Americas) Corp. | 989 | −30,89 | 434 | −18,30 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 5 855 | −1,35 | 2 171 | −10,84 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13 848 | 4,54 | 6 071 | 23,57 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 232 840 | 1,59 | 102 077 | 20,11 | ||||
2025-08-05 | 13F | Everest Management Corp. | 1 628 | 0,00 | 714 | 18,24 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 942 | 0,00 | 413 | 18,05 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 486 | −14,44 | 225 | 9,76 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 36 | 44,00 | 16 | 66,67 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 3 979 | −1,70 | 1 761 | 26,98 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 531 | 233 | ||||||
2025-08-07 | 13F | W Advisors, Llc | 2 044 | −3,36 | 896 | 14,29 | ||||
2025-07-24 | 13F | rebel Financial LLC | 27 652 | 12 136 | ||||||
2025-07-31 | 13F | DDD Partners, LLC | 1 039 | 0,00 | 456 | 18,18 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 9 810 | −3,43 | 4 301 | 14,18 | ||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 1 589 | −23,13 | 697 | −9,14 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 2 937 | 0,00 | 1 288 | 18,18 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 18 320 | −0,10 | 8 153 | 25,86 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 840 | 368 | ||||||
2025-08-04 | 13F | Whalen Wealth Management Inc. | 484 | 212 | ||||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 34 409 | −1,04 | 15 | 25,00 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 6 000 | 0,00 | 2 630 | 18,26 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 4 437 | −81,17 | 1 945 | −79,60 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 282 | −37,83 | ||||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 32 028 | 195,79 | 14 058 | 250,11 | ||||
2025-07-01 | 13F | BancFirst Trust & Investment Management | 1 059 | −8,63 | 462 | 7,69 | ||||
2025-07-29 | 13F | Creekside Partners | 993 | 11,32 | 435 | 31,82 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 10 867 | 0,00 | 4 770 | 18,37 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 43 276 | 2,42 | 18 972 | 21,09 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 6 884 | −14,31 | 3 018 | 1,28 | ||||
2025-04-29 | 13F | Hm Payson & Co | 934 | −66,17 | 346 | −69,46 | ||||
2025-08-05 | 13F | Clarity Wealth Development LLC | 574 | 0,00 | 252 | 15,67 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 2 427 | 26,54 | 1 053 | 48,10 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 1 793 | −6,95 | 786 | 10,08 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 220 | 0,00 | 97 | 18,52 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 6 686 | 17,59 | 2 931 | 39,04 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 4 667 | 2,93 | 2 046 | 21,71 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 425 519 | 1,83 | 186 547 | 20,39 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 154 319 | 1,15 | 67 653 | 19,58 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 564 | 0,00 | 209 | −9,52 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 681 | 1,64 | 310 | 24,60 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 1 108 | −46,68 | 486 | −37,01 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 1 787 | −13,96 | 783 | 1,69 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 806 | 0,00 | 353 | 18,46 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 6 363 | −9,19 | 2 790 | 7,35 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 17 882 | −45,28 | 7 840 | −35,31 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 9 575 | 6,94 | 4 198 | 26,42 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 44 093 | −4,57 | 19 330 | 12,83 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 104 | 0,00 | 46 | 18,42 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 2 456 | 2,76 | 1 077 | 21,44 | ||||
2025-07-31 | 13F | Moment Partners, LLC | 1 101 | 0,00 | 483 | 18,14 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 124 270 | 0,72 | 54 482 | 19,08 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 1 277 | −13,48 | 560 | 2,19 | ||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 1 723 | −0,06 | 755 | 18,15 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 238 570 | 545,48 | 104 589 | 663,14 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 528 | 37,86 | 231 | 62,68 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 722 | 0,00 | 316 | 14,08 | ||||
2025-08-01 | 13F | Oversea-Chinese Banking CORP Ltd | 2 246 | 0,00 | 985 | 18,27 | ||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 1 400 | 0,00 | 614 | 18,11 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 225 385 | 8,79 | 98 852 | 28,83 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 5 | 2 | ||||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 1 564 | 0,13 | 686 | 18,31 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 11 | −96,89 | 5 | −96,95 | ||||
2025-08-13 | 13F | Winslow Capital Management, LLC | 2 386 | −22,23 | 1 046 | −8,00 | ||||
2025-08-12 | 13F | Indie Asset Partners, LLC | 777 | 341 | ||||||
2025-07-18 | 13F | Rogco, Lp | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 8 888 | 0,00 | 3 896 | 18,24 | ||||
2025-07-30 | 13F | Roman Butler Fullerton & Co | 11 900 | 1,71 | 5 405 | 27,54 | ||||
2025-08-07 | 13F | Alliance Wealth Management Group | 1 891 | 0,00 | 829 | 18,26 | ||||
2025-07-25 | 13F | Advocate Group Llc | 3 649 | 0,00 | 1 600 | 18,18 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 33 834 | 0,07 | 14 833 | 18,31 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 32 | 0,00 | 14 | 27,27 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 195 224 | 1,39 | 523 987 | 19,87 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 2 559 774 | −2,29 | 1 122 205 | 15,52 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 73 454 | 9 476,79 | 32 202 | 11 238,73 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 231 372 | 101 433 | ||||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1 590 | −0,44 | 697 | 17,57 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 769 | 337 | ||||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 1 010 | 2,12 | 443 | 20,77 | ||||
2025-08-14 | 13F | Wallace Hart LLC | 13 | 6 | ||||||
2025-07-28 | 13F | Boston Trust Walden Corp | 3 334 | 0,00 | 1 462 | 18,20 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 607 | 42,49 | 266 | 66,25 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 8 127 139 | 0,98 | 3 562 911 | 19,39 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 5 836 | 3,26 | 2 559 | 22,04 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 524 | −20,73 | 230 | −15,50 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 66 773 | −8,41 | 29 | 7,41 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 11 204 | −11,80 | 4 912 | 4,27 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 725 | −12,12 | 318 | 3,93 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 678 | 0,00 | 297 | 18,33 | ||||
2025-08-12 | 13F | American Century Companies Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 7 055 | 5,68 | 3 093 | 24,93 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 20 893 | 13,08 | 9 159 | 33,69 | ||||
2025-07-23 | 13F | Absher Wealth Management, Llc | 3 | 1 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 792 600 | −3,44 | 786 | 14,10 | ||||
2025-07-24 | 13F | MA Private Wealth | 15 776 | −0,27 | 6 916 | 17,92 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 17 817 | −0,11 | 7 820 | 18,22 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 42 444 | 6 282 | ||||||
2025-08-11 | 13F | Root Financial Partners, LLC | 46 037 | 73,02 | 20 183 | 104,54 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 10 395 | −5,97 | 3 916 | −13,71 | ||||
2025-07-31 | 13F | United Community Bank | 2 428 | 11,07 | 1 064 | 31,36 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 37 253 | 0,77 | 16 332 | 19,13 | ||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 1 860 | 0,00 | 815 | 18,29 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1 921 | −6,48 | 842 | 10,64 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 5 018 | 6,25 | 2 200 | 25,59 | ||||
2025-08-06 | 13F | 360 Financial, Inc. | 3 401 | −3,76 | 1 491 | 13,82 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 3 567 | 1 471,37 | 1 564 | 1 760,71 | ||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 2 526 | 0,00 | 1 107 | 18,27 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 71 | 31 | ||||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 30 846 | 6,55 | 14 064 | 38,53 | ||||
2025-04-11 | 13F | Davis Capital Management | 88 | 6,02 | 33 | −5,88 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 39 288 | 1 047,09 | 17 224 | 1 256,14 | ||||
2025-07-15 | 13F | Oak Root LLC | 50 306 | 26,96 | 22 054 | 50,11 | ||||
2025-06-26 | NP | DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES | 2 812 | −5,51 | 1 064 | −14,62 | ||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard Domestic Equity ETF Fund Standard Class | 698 089 | 0,17 | 306 042 | 18,42 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 21 549 | 0,97 | 9 447 | 19,37 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 12 053 | −3,35 | 5 284 | 14,25 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 14 095 | −8,26 | 6 179 | 8,46 | ||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 408 774 | 2,21 | 179 207 | 20,84 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 43 122 | 18,77 | 18 926 | 40,58 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 5 865 | 0,00 | 2 571 | 18,26 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 6 256 | −0,62 | 2 743 | 17,48 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 1 655 | 726 | ||||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 28 248 | 18,37 | 12 384 | 39,94 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 594 | 0,00 | 260 | 18,18 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 62 951 | 0,56 | 28 | 17,39 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 74 756 | −0,56 | 32 773 | 32,30 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 4 059 | −43,14 | 1 779 | −32,79 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Mairs & Power Inc | 1 178 | −5,61 | 516 | 11,69 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 63 486 | −74,19 | 27 886 | −69,42 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 916 | 12,12 | 0 | |||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 1 053 | −3,31 | 462 | 14,39 | ||||
2025-08-07 | 13F | Alpha Financial Advisors, LLC | 680 | 298 | ||||||
2025-07-15 | 13F | Traction Financial Partners, LLC | 2 490 | 0,00 | 1 092 | 18,20 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 1 095 | −0,54 | 480 | 17,65 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 97 426 | −0,39 | 42 711 | 17,76 | ||||
2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 5 336 | −0,24 | 2 339 | 17,95 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 4 279 | −4,04 | 1 876 | 13,43 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 519 | −0,95 | 227 | 17,01 | ||||
2025-07-21 | 13F | J. Safra Sarasin Holding AG | 1 066 | 95,96 | 467 | 132,34 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 3 536 | 12,72 | 1 550 | 33,28 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 823 | 43,88 | 361 | 69,81 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 486 447 | 3,56 | 651 658 | 24,89 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 708 | 31,11 | 310 | 55,00 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 14 696 | 17,55 | 6 443 | 38,99 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 1 036 | −5,04 | 454 | 12,38 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 824 | 0,00 | 361 | 18,36 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 77 566 | −0,60 | 34 005 | 17,51 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 1 352 | 2,11 | 593 | 20,82 | ||||
2025-07-17 | 13F | LifeGoal Wealth Advisors | 18 167 | 5,52 | 7 964 | 24,75 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 1 361 | −0,37 | 597 | 17,79 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 18 061 | 99,66 | 7 927 | 136,34 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 2 782 | −0,25 | 1 220 | 17,89 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 11 145 | 13,48 | 4 886 | 34,17 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 331 | 0,00 | 145 | 18,85 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 20 378 | 6,60 | 8 934 | 26,03 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 35 338 | 7,60 | 13 104 | −2,78 | ||||
2025-08-07 | 13F | Mayport, Llc | 5 128 | 2 248 | ||||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 1 295 | 10,31 | 568 | 30,34 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 6 386 | 0,79 | 2 800 | 19,16 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 223 | 443,90 | 98 | 546,67 | ||||
2025-08-11 | 13F | Theory Financial Llc | 934 | 0,00 | 425 | 22,83 | ||||
2025-05-08 | 13F | Elios Financial Group Inc. | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-14 | 13F | FC Advisory LLC | 39 047 | −0,60 | 17 118 | 17,52 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 5 162 | 3,80 | 2 263 | 22,72 | ||||
2025-08-13 | 13F | Lumbard & Kellner, LLC | 600 | −38,27 | 263 | −26,94 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 3 261 | −48,38 | 1 430 | 20,49 | ||||
2025-07-09 | 13F | First Bank & Trust | 490 | 215 | ||||||
2025-05-21 | 13F | CBM Financial, LLC | 5 549 | 2 292 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 168 596 | 2,85 | 62 519 | −7,08 | ||||
2025-07-22 | 13F | Fenimore Asset Management Inc | 6 581 | 0,00 | 2 885 | 18,24 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 1 011 | −5,07 | 443 | 12,15 | ||||
2025-07-21 | 13F | DMKC Advisory Services, LLC | 2 219 | 994 | ||||||
2025-07-24 | 13F | West Bancorporation Inc | 10 164 | −2,17 | 4 456 | 15,65 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 029 | 69,95 | 4 397 | 100,91 | ||||
2025-08-14 | 13F | East Coast Asset Management, LLC. | 593 | 0,00 | 260 | 18,26 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 70 789 | 23,02 | 31 034 | 45,44 | ||||
2025-05-08 | 13F | Lee-Kelleher Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 043 290 | 1,77 | 895 777 | 20,32 | ||||
2025-05-15 | 13F | Glenmede Trust Co Na | 226 422 | 2,12 | 83 962 | −7,74 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 66 879 | −3,37 | 30 442 | 18,62 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 18 444 | −13,95 | 8 086 | 1,72 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 25 | 0,00 | 11 | 11,11 | ||||
2025-08-11 | 13F | Platform Technology Partners | 9 503 | 5,73 | 4 166 | 25,03 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 15 875 | 3,61 | 6 960 | 22,50 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 23 129 | −0,31 | 10 345 | 20,22 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 99 487 | 15,37 | 43 615 | 36,40 | ||||
2025-08-08 | 13F | Maple Capital Management, Inc. | 706 | 310 | ||||||
2025-07-08 | 13F | Dover Advisors, Llc | 1 357 | −1,17 | 595 | 16,70 | ||||
2025-04-23 | 13F | Baugh & Associates, LLC | 0 | −100,00 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 1 325 | −18,26 | 581 | −3,49 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 5 444 | −2,37 | 2 387 | 15,43 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 12 078 | 19,21 | 5 295 | 40,91 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 523 | 3,36 | 229 | 22,46 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 1 400 | 0,00 | 614 | 18,11 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 1 956 214 | −1,98 | 857 604 | 15,89 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 25 510 | 0,04 | 11 | 22,22 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 3 528 | −0,11 | 1 547 | 18,11 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 3 571 | 8,34 | 1 566 | 28,07 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 1 656 | 2,67 | 726 | 21,24 | ||||
2025-05-13 | 13F | Granite Investment Partners, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 261 | 0,00 | 114 | 18,75 | ||||
2025-07-22 | 13F | Wynn Capital, LLC | 1 197 | 0,00 | 525 | 18,28 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 548 | 0,00 | 240 | 7,14 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 240 | 0,00 | 105 | 19,32 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 4 697 | 3,76 | 2 059 | 22,71 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 34 286 | 15 031 | ||||||
2025-07-14 | 13F | Signature Securities Group Corporation | 1 387 | −4,48 | 609 | 13,01 | ||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 6 952 | −0,63 | 3 048 | 17,46 | ||||
2025-08-08 | 13F | Condor Capital Management | 141 644 | −0,50 | 62 097 | 17,63 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 503 | −46,55 | 221 | −36,96 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 020 | −6,76 | 447 | 10,37 | ||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 3 270 | 0,00 | 1 213 | 0,00 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 130 095 | −1,09 | 57 034 | 16,94 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 657 | 10,23 | 288 | 30,32 | ||||
2025-07-21 | 13F | Family CFO Inc | 11 825 | 2,04 | 5 184 | 20,64 | ||||
2025-07-24 | 13F | Bey-Douglas LLC | 1 425 | 19,65 | 624 | 41,50 | ||||
2025-08-14 | 13F | Kitching Partners, Llc | 2 917 | −3,70 | 1 279 | 13,80 | ||||
2025-07-29 | 13F | Planned Solutions, Inc. | 1 625 | 712 | ||||||
2025-07-31 | 13F | CVA Family Office, LLC | 3 067 | 0,00 | 1 344 | 18,21 | ||||
2025-09-03 | 13F | American Trust | 2 784 | 1 221 | ||||||
2025-08-14 | 13F | Operose Advisors LLC | 3 429 | 7,90 | 1 503 | 27,59 | ||||
2025-07-11 | 13F | Busey Wealth Management | 4 963 | 4,00 | 2 176 | 22,95 | ||||
2025-07-24 | 13F | Advanced Asset Management Advisors Inc | 1 117 | 0,90 | 490 | 19,27 | ||||
2025-07-29 | 13F | Sage Private Wealth Group, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Solstein Capital, LLC | 849 | −71,78 | 372 | −66,64 | ||||
2025-05-15 | 13F | Paloma Partners Management Co | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 6 895 | −4,95 | 3 023 | 12,38 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 4 537 | 64,15 | 1 989 | 94,24 | ||||
2025-08-01 | 13F | Redwood Park Advisors LLC | 124 | 0,00 | 54 | 20,00 | ||||
2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 251 | 110 | ||||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 620 | 0,00 | 272 | 17,83 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 22 139 | 9 706 | ||||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 14 264 | −13,15 | 6 253 | 2,68 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 1 492 | −50,27 | 654 | −41,19 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 71 | 31 | ||||||
2025-08-05 | 13F | Towercrest Capital Management | 2 191 | 0,00 | 961 | 18,23 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2 692 | −98,74 | 1 180 | −98,52 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 1 605 | −10,03 | 704 | 6,35 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 800 | −68,69 | 351 | −63,04 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 2 319 | 0,00 | 1 017 | 18,28 | ||||
2025-07-29 | 13F | BXM Wealth LLC | 4 794 | 0,00 | 2 102 | 18,23 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 386 221 | −1,73 | 169 319 | 16,17 | ||||
2025-07-29 | 13F | RWQ Financial Management Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 15 445 | −3,03 | 6 771 | 14,65 | ||||
2025-09-04 | 13F | Reynders McVeigh Capital Management, LLC | 6 198 | −22,21 | 3 | 0,00 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 1 391 | 0,00 | 610 | 18,25 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 11 937 | 1,51 | 5 233 | 20,02 | ||||
2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 4 762 | −3,37 | 2 090 | 14,40 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 2 730 | −0,58 | 1 197 | 17,49 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 84 | 37 | ||||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 848 | 0,00 | 372 | 18,15 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 764 | −4,74 | 335 | 12,79 | ||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 653 | 1,08 | 286 | 19,67 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 3 149 | −4,49 | 1 381 | 12,93 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Growth ETF | 3 141 | 10,25 | 1 188 | −0,25 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 1 961 | −7,85 | 860 | 9,01 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 42 581 | 3,63 | 18 667 | 22,51 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 36 222 | −9,31 | 15 880 | 7,22 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 284 | 0,00 | 125 | 18,10 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 7 343 | 16,13 | 3 219 | 37,33 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 876 | 0,00 | 384 | 18,52 | ||||
2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 616 | 270 | ||||||
2025-07-29 | 13F | Crux Wealth Advisors | 3 932 | −1,21 | 1 724 | 16,81 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 1 362 | 0,15 | 597 | 18,45 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 24 130 | 117,82 | 10 574 | 157,44 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 3 535 | 1,79 | 1 550 | 20,36 | ||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5 167 | 2 265 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 737 | 0,00 | 323 | 18,32 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 74 590 | −1,30 | 32 700 | 16,69 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 37 390 | −0,26 | 16 392 | 18,05 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 72 932 | 3,25 | 32 | 19,23 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 570 | 0,61 | 3 319 | 18,97 | ||||
2025-08-14 | 13F | Redwood Financial Network Corp | 2 461 | −1,99 | 1 079 | 15,79 | ||||
2025-08-14 | 13F | Headinvest, Llc | 2 978 | 1,95 | 1 306 | 20,50 | ||||
2025-07-09 | 13F | Bay Rivers Group | 12 156 | 1,71 | 5 329 | 20,24 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 2 100 | 0,00 | 921 | 18,25 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 285 908 | 8,09 | 124 075 | 26,47 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 726 | 0,00 | 318 | 18,22 | ||||
2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 542 | 238 | ||||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 72 | 0,00 | 30 | 0,00 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 9 438 | 613,92 | 4 138 | 744,29 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 56 | 0,00 | 25 | 20,00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 32 618 | −1,46 | 14 816 | 18,89 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 127 | 0,00 | 56 | 17,02 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 592 | 0,00 | 260 | 18,26 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 69 503 | 1,59 | 30 470 | 20,11 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 5 760 | −30,62 | 2 625 | −14,75 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 2 278 | 21,04 | 999 | 43,19 | ||||
2025-07-24 | 13F | Blair William & Co/il | 189 300 | −1,17 | 82 989 | 16,84 | ||||
2025-07-15 | 13F | West Oak Capital, LLC | 1 048 | 0,00 | 5 | 33,33 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 90 188 | −2,02 | 39 584 | 15,97 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | My Personal CFO, LLC | 675 | 0,00 | 296 | 18,00 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 583 | 0,00 | 255 | 18,06 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 745 | −0,13 | 327 | 18,12 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 598 | 0,00 | 262 | 18,55 | ||||
2025-08-14 | 13F | UBS Group AG | 5 916 441 | 0,69 | 2 593 768 | 19,04 | ||||
2025-08-07 | 13F | Commerce Bank | 57 017 | 0,48 | 24 996 | 18,79 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 27 109 | 2,15 | 11 885 | 20,76 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 7 433 | 91,08 | 3 259 | 125,00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 1 342 | 43,38 | 588 | 69,45 | ||||
2025-08-07 | 13F | Latko Wealth Management, Ltd. | 11 279 | 1,53 | 5 | 0,00 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Strive Asset Management, LLC | 2 180 | 0,00 | 956 | 18,19 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 078 | −6,91 | 473 | 10,02 | ||||
2025-07-31 | 13F | Cosner Financial Group, LLC | 3 334 | −0,60 | 1 463 | 17,62 | ||||
2025-08-08 | 13F | Croban | 743 | 0,00 | 326 | 18,18 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 15 750 | −12,05 | 6 905 | 3,98 | ||||
2025-07-09 | 13F | Fjell Capital, LLC | 7 194 | 2,68 | 3 154 | 21,41 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 817 453 | 73,91 | 358 372 | 105,61 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 33 005 | −9,18 | 14 469 | 7,37 | ||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 51 389 | 10,94 | 22 529 | 31,17 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 5 835 | 0,00 | 2 558 | 18,26 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 2 758 | 0,00 | 1 209 | 18,30 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 18 567 | 1,40 | 6 885 | −8,96 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 3 306 | −2,16 | 1 449 | 15,73 | ||||
2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 643 | −17,77 | 282 | −2,77 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 67 454 | −8,97 | 30 | 16,00 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 5 541 | 0,45 | 2 461 | 30,35 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 128 005 | 2,08 | 56 117 | 20,68 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 34 048 | 84,88 | 14 930 | 118,63 | ||||
2025-08-14 | 13F | Graham Capital Management, L.P. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Horizon Family Wealth, Inc. | 33 708 | 1,64 | 14 778 | 20,17 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10 670 | 5,99 | 4 678 | 25,32 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 36 041 | 2,92 | 15 772 | 21,46 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 17 432 | −75,04 | 7 642 | −70,49 | ||||
2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 30 205 | 4,59 | 13 242 | 23,66 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 2 151 | 18,77 | 943 | 40,39 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1 498 | 0,27 | 657 | 18,41 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 498 | 0 | ||||||
2025-07-17 | 13F | Emerald Advisors, LLC | 18 354 | 2,09 | 8 046 | 20,70 |
Other Listings
MX:VUG |