Grundläggande statistik
| Institutionella ägare | 1245 total, 1243 long only, 0 short only, 2 long/short - change of 3,40% MRQ |
| Genomsnittlig portföljallokering | 0.8858 % - change of 2,31% MRQ |
| Institutionella aktier (lång) | 103 804 745 (ex 13D/G) - change of 2,76MM shares 2,73% MRQ |
| Institutionellt värde (lång) | $ 29 098 880 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Index Funds - Vanguard Large-Cap ETF (US:VV) har 1245 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 103,804,745 aktier. Största aktieägare inkluderar Jones Financial Companies Lllp, Creative Planning, National Mutual Insurance Federation of Agricultural Cooperatives, Vanguard Group Inc, Bank Of America Corp /de/, Morgan Stanley, Northwestern Mutual Wealth Management Co, UBS Group AG, Pnc Financial Services Group, Inc., and Charles Schwab Investment Management Inc .
Vanguard Index Funds - Vanguard Large-Cap ETF (ARCA:VV) 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 301,41 / share. Previously, on September 11, 2024, the share price was 254,14 / share. This represents an increase of 18,60% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Chilton Capital Management Llc | 189 | 0,00 | 54 | 10,42 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 4 035 | 0,00 | 1 151 | 10,99 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 787 | 0,00 | 225 | 10,89 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 1 900 | 0,00 | 542 | 11,07 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 1 674 | −1,41 | 479 | 9,86 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 5 832 | −24,21 | 2 | 0,00 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5 755 | 0,00 | 1 642 | 10,95 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 10 393 | 0,00 | 2 965 | 11,01 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 432 039 | 0,15 | 123 261 | 11,17 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 3 560 | −0,53 | 1 016 | 10,45 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1 278 | 0,00 | 365 | 10,98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3 255 | −6,01 | 929 | 4,27 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 53 275 | 71,60 | 15 200 | 90,49 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 1 044 | 0,00 | 299 | 11,19 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 721 | 6,74 | 1 632 | 18,52 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 579 | 450 | ||||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 153 000 | −0,57 | 43 651 | 10,37 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 8 332 | 1,44 | 2 377 | 12,60 | ||||
| 2025-07-17 | 13F | Lazari Capital Management, Inc. | 997 | 23,09 | 284 | 36,54 | ||||
| 2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5 615 | −15,56 | 1 602 | −6,32 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 913 | −8,61 | 0 | |||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 4 248 | −14,94 | 1 212 | −5,61 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 64 993 | 0,35 | 18 542 | 11,39 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 777 | 0,00 | 222 | 11,06 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 55 152 | −7,11 | 15 735 | 3,11 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 1 093 | 0,00 | 313 | 11,43 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 5 275 | −5,38 | 1 356 | −9,85 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 170 | 0,00 | 49 | 11,63 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 295 334 | −1,68 | 84 259 | 9,14 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3 489 | 0,00 | 995 | 17,75 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1 486 | −0,80 | 424 | 9,87 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 1 624 | 17,94 | 463 | 31,16 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 1 445 | 0,00 | 412 | 11,05 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 535 | 0,00 | 153 | 10,95 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 4 283 | 0,00 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 2 546 | 726 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 4 970 | 1,62 | 1 418 | 12,54 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 1 456 | 415 | ||||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2 623 | 748 | ||||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 31 067 | −1,28 | 8 863 | 19,13 | ||||
| 2025-07-31 | 13F | Schoolcraft Capital LLC | 1 084 | 0,00 | 309 | 11,15 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2 939 | 24,38 | 838 | 38,06 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 446 | 22 200,00 | 127 | 5,83 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 536 | 3,80 | 1 294 | 15,23 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 118 | 76,11 | 3 172 | 95,50 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 3 577 | 0,00 | 1 020 | 10,99 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 250 | 0,00 | 71 | 10,94 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 31 077 | −16,80 | 9 137 | −4,82 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 2 805 | 11,13 | 800 | 23,46 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 16 328 | 0,00 | 4 672 | 11,34 | ||||
| 2025-08-05 | 13F | Burney Co/ | 900 | 0,00 | 257 | 10,82 | ||||
| 2025-07-02 | 13F | Central Pacific Bank - Trust Division | 11 | 0,00 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 37 421 | −1,55 | 10 676 | 9,27 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 62 964 | 94,06 | 17 964 | 115,41 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 116 185 | 3,77 | 33 148 | 15,18 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 6 035 | −3,46 | 1 722 | 2,14 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3 397 | 0,00 | 972 | 11,34 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 4 508 | 0,00 | 1 286 | 11,05 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 13 721 | 7,98 | 3 905 | 20,27 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 53 137 | 54,81 | 15 160 | 71,83 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 1 376 | 55,83 | 393 | 73,45 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 1 227 | −29,36 | 350 | −21,52 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 1 727 | 0,00 | 493 | 11,06 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 5 741 | 0,00 | 1 638 | 10,98 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 625 | 4,17 | 178 | 15,58 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 1 050 | 0,00 | 300 | 11,15 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | 6 | ||||||
| 2025-07-16 | 13F | Kingsman Wealth Management, Inc. | 705 | 201 | ||||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 1 260 | 3,62 | 361 | 15,38 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 36 894 | −0,41 | 10 526 | 10,55 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 22 537 | 123,83 | 6 430 | 148,42 | ||||
| 2025-07-14 | 13F | Scharf Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 583 | −1,31 | 452 | 9,47 | ||||
| 2025-08-12 | 13F | Bokf, Na | 4 021 | −12,51 | 1 147 | −2,88 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39 168 | 11,82 | 11 175 | 24,13 | ||||
| 2025-08-14 | 13F | Turim 21 Investimentos Ltda. | 505 | 0,00 | 144 | 11,63 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 7 261 | 3,42 | 2 072 | 14,80 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 59 | 0,00 | 17 | 6,67 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 718 | 205 | ||||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 2 206 | 0,00 | 629 | 10,93 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22 515 | 1,55 | 6 424 | 12,72 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 2 731 | 0,00 | 779 | 11,13 | ||||
| 2025-07-31 | 13F | GenTrust, LLC | 4 532 | 0,00 | 1 297 | 11,34 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 23 870 | 0,58 | 6 810 | 11,66 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 2 798 | 9,43 | 798 | 21,46 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 123 462 | 0,65 | 605 824 | 11,72 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 3 146 | −1,07 | 900 | 10,16 | ||||
| 2025-08-06 | 13F | Miller Investment Management, LP | 62 225 | 5,15 | 17 753 | 16,71 | ||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 5 091 | −14,05 | 1 452 | −4,60 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 1 269 | 10,25 | 362 | 22,71 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 331 224 | 0,37 | 94 498 | 11,41 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 386 | 0,00 | 110 | 11,11 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 2 121 | 0,00 | 605 | 11,01 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 836 | 9,71 | 239 | 22,05 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 3 280 | 8,57 | 936 | 20,49 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 771 | −11,33 | 791 | 9,27 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 155 | 0,00 | 44 | 12,82 | ||||
| 2025-07-28 | 13F | Essex LLC | 3 412 | 973 | ||||||
| 2025-04-24 | 13F | Beacon Financial Advisory LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Awm Capital, Llc | 2 296 | 0,00 | 657 | 11,19 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 29 477 | 8,17 | 8 410 | 20,06 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 30 | 9 | ||||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 706 | 0,00 | 201 | 11,05 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 4 891 | 0,00 | 1 395 | 10,98 | ||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 3 614 | 0,64 | 1 031 | 11,82 | ||||
| 2025-07-29 | 13F | Millburn Ridgefield Corp | 432 707 | −4,92 | 123 451 | 5,54 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 1 059 | −24,84 | 311 | −8,80 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 232 | 494,12 | 922 | 563,31 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 60 | 0,00 | 17 | 13,33 | ||||
| 2025-08-08 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 6 543 317 | 0,00 | 1 866 808 | 11,00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 1 666 | 0,66 | 475 | 11,76 | ||||
| 2025-04-10 | 13F | Portside Wealth Group, LLC | 1 311 | 0,00 | 354 | 0,00 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 5 702 | 2,57 | 1 627 | 13,87 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 10 359 | −4,68 | 2 964 | 6,12 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 44 | 13 | ||||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 1 876 | −1,05 | 535 | 9,86 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 4 879 | 0,00 | 1 396 | 11,32 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 021 | 862 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 41 385 | −5,18 | 11 807 | 5,24 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 9 591 | 907,46 | 2 736 | 1 021,31 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 131 | 37 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 1 977 | 27,30 | 564 | 41,35 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 8 710 | 0,59 | 2 485 | 11,64 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 52 216 | −1,28 | 14 897 | 9,59 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 9 076 | −11,18 | 2 589 | −1,41 | ||||
| 2025-07-08 | 13F | First International Bank & Trust | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 2 632 | 0,00 | 753 | 11,39 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 6 082 | 200,49 | 1 735 | 233,65 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 963 | 8,57 | 275 | 20,18 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 34 | −15,00 | 10 | −10,00 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 120 | 0,00 | 1 | |||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 129 189 | 2,02 | 36 858 | 13,24 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 213 | 0,00 | 61 | 11,11 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 1 080 | 0,00 | 308 | 11,19 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 2 365 | −0,63 | 1 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 1 352 | −4,86 | 386 | 5,48 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12 565 | −1,35 | 3 585 | 9,50 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 4 626 | −2,30 | 1 320 | 8,38 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 6 710 | −1,24 | 1 914 | 9,62 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 2 450 | 0,00 | 699 | 10,97 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 653 | 17,34 | 758 | 30,29 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 7 131 | −1,49 | 2 035 | 9,35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 12 696 | 15,29 | 3 617 | 27,37 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 304 457 | −1,34 | 86 862 | 9,51 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 1 317 | 0,00 | 376 | 10,95 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 21 825 | −0,82 | 6 227 | 10,08 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 175 | 335 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5 774 | 0,00 | 1 647 | 10,98 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 1 000 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Coastline Trust Co | 2 776 | 0,00 | 792 | 10,94 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 2 969 | −3,67 | 847 | 6,94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 300 761 | 1,85 | 86 | 13,33 | ||||
| 2025-07-21 | 13F | Riverview Trust Co | 17 649 | 0,00 | 5 035 | 11,00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 855 | −0,12 | 244 | 3,85 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 4 767 | 0,00 | 1 360 | 11,02 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 14 160 | 10,97 | 4 040 | 23,18 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2 590 | 21,60 | 739 | 34,92 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 5 470 | 1,82 | 1 561 | 13,04 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 928 | −16,70 | 265 | −7,69 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 3 429 | 1,21 | 978 | 12,41 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 3 384 | −4,68 | 966 | 5,81 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 11 878 | 9,35 | 3 389 | 21,39 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 38 962 | −16,85 | 11 116 | −7,71 | ||||
| 2025-07-30 | 13F | Advantage Trust Co | 2 048 | 0,00 | 584 | 11,03 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 3 221 | −10,45 | 921 | −0,43 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 758 573 | 5,10 | 216 421 | 16,66 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 1 308 | 0,00 | 373 | 11,01 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 4 686 | 14,40 | 1 337 | 27,00 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 13 936 | −50,61 | 3 976 | −45,19 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 511 | 15,35 | 146 | 28,07 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 3 807 | −44,20 | 1 086 | −38,05 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 25 777 | 2,38 | 7 355 | 13,65 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 44 642 | 0,64 | 12 736 | 11,71 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 10 771 | −0,48 | 3 073 | 10,50 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 857 | 0,00 | 245 | 10,91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB | 600 | 0,00 | 171 | 11,04 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 784 | 224 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 5 361 | −4,46 | 1 530 | 6,03 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 260 | 98,24 | 6 351 | 120,03 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 94 | 0,00 | 27 | 8,33 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 350 | 100 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 29 458 | 8 429 | ||||||
| 2025-07-31 | 13F | Catalyst Capital Advisors LLC | 432 707 | −4,92 | 123 451 | 5,54 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 70 907 | −4,99 | 20 290 | 5,77 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 656 | 0,00 | 472 | 11,06 | ||||
| 2025-07-18 | 13F | Alley Investment Management Company, LLC | 9 729 | 0,00 | 2 776 | 11,00 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 071 | 0,00 | 876 | 11,03 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 30 | 0,00 | 9 | 14,29 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 12 570 | −1,80 | 3 586 | 9,00 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 1 055 | −13,81 | 287 | −3,38 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 1 080 | 0,00 | 308 | 11,19 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 903 | 0,00 | 258 | 10,78 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 376 | −52,28 | 107 | −47,03 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 6 373 | −5,39 | 1 818 | 5,03 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 889 | 0,00 | 254 | 10,96 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 973 | 0,00 | 278 | 10,80 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 28 | 0,00 | 8 | 14,29 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 4 789 | 0,00 | 1 366 | 11,06 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 28 689 | −4,42 | 8 185 | 6,09 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 30 557 | 3 533,41 | 8 718 | 3 935,65 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 267 120 | 114,30 | 72 399 | 125,98 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 395 | 0,00 | 113 | 10,89 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 46 | 0 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 19 648 | −1,45 | 5 606 | 9,39 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 1 733 | 0,00 | 0 | |||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 20 926 | 5,37 | 5 584 | 9,40 | ||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 2 750 | 0,00 | 785 | 11,05 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 5 | −92,42 | 2 | −94,12 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 782 | 0,00 | 223 | 11,50 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 952 | 13,20 | 272 | 25,46 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 877 | −2,45 | 250 | 8,23 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 902 | 6,73 | 828 | 18,48 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 608 | −0,33 | 173 | 10,90 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 2 725 | 40,25 | 700 | 33,59 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 4 615 | −6,05 | 1 | 0,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 160 | 0,00 | 46 | 9,76 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 152 | 7,04 | 43 | 19,44 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 909 | 2,02 | 259 | 13,60 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 5 | 0,00 | 1 | 0,00 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 11 681 | 0,46 | 3 333 | 11,51 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 2 293 | 0,00 | 656 | 11,38 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 2 471 | 0,00 | 705 | 10,34 | ||||
| 2025-05-14 | 13F | Clarity Financial LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 57 874 | 16 511 | ||||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 1 366 | 0,52 | 390 | 11,46 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 9 | 0,00 | 3 | 0,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 1 380 | 0,00 | 394 | 11,02 | ||||
| 2025-07-29 | 13F | Consilio Wealth Advisors, Llc | 908 | −11,50 | 258 | −1,90 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 9 305 | −18,46 | 2 655 | −9,48 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 16 274 | 1,37 | 4 643 | 12,51 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 4 546 | −1,09 | 1 297 | 9,74 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2 013 | 0,00 | 574 | 11,03 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 2 298 | 3,65 | 656 | 15,11 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 7 114 | 75,01 | 2 030 | 94,35 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 743 | −9,61 | 212 | 0,00 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 812 | 0,00 | 517 | 11,18 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19 781 | −0,17 | 5 644 | 10,80 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 9 577 | −5,51 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 35 485 | 0,85 | 10 154 | 12,27 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-17 | 13F | Stockman Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 2 784 | −0,43 | 802 | 23,96 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 2 600 | 742 | ||||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 22 802 | −0,86 | 6 505 | 10,05 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 800 400 | 2,99 | 228 356 | 14,11 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 202 141 | 0,07 | 57 671 | 11,08 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 2 777 | 792 | ||||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 16 | 0,00 | 5 | 0,00 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 36 244 | −0,46 | 10 340 | 10,48 | ||||
| 2025-07-11 | 13F | Oak Asset Management, LLC | 1 361 | 0,00 | 388 | 11,17 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 23 093 | −4,41 | 7 | 0,00 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 1 387 | 396 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 518 | 0,00 | 148 | 10,53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 37 772 | 12,14 | 10 776 | 24,48 | ||||
| 2025-05-08 | 13F | Menard Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 041 825 | −0,22 | 297 233 | 10,75 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 59 787 | 10,20 | 17 057 | 22,33 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 5 400 | 0,00 | 1 541 | 11,03 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 642 | −28,17 | 468 | −20,27 | ||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 3 388 | 0,00 | 969 | 11,38 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 2 396 | 0,00 | 616 | −4,80 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 320 | 0,00 | 91 | 10,98 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 715 | 204 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 1 691 | 19,42 | 483 | 32,42 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 31 | 0,00 | 9 | 0,00 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 1 200 | 0,00 | 342 | 11,04 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 1 358 | −2,51 | 387 | 8,10 | ||||
| 2025-04-30 | 13F | Bank Hapoalim Bm | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 8 102 | −1,13 | 2 312 | 9,73 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 1 552 | 0,19 | 443 | 11,06 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 45 949 | −24,54 | 13 148 | −16,00 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 966 | −9,44 | 1 533 | −13,68 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 2 373 | 0,00 | 677 | 11,17 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 3 776 | 0,37 | 1 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 783 | 0,00 | 223 | 10,95 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 2 410 | 0,00 | 688 | 10,99 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 75 439 | 29,49 | 19 390 | 23,40 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9 097 | 28,53 | 2 595 | 42,66 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 11 396 | 3 | ||||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 1 425 | 0,00 | 406 | 10,93 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 19 119 | −10,08 | 5 455 | −0,18 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 418 | 0,97 | 122 | 15,09 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 5 964 | 0,00 | 1 701 | 11,03 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 17 697 | 0,73 | 5 049 | 11,83 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 5 216 | 0,66 | 1 488 | 11,80 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 845 | 0,00 | 241 | 11,06 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 197 | 0,00 | 56 | 14,29 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 14 087 | −3,76 | 4 031 | 7,15 | ||||
| 2025-07-17 | 13F | City Holding Co | 25 382 | 13,78 | 7 241 | 26,29 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 861 | −36,32 | 246 | −29,39 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 2 760 | 0,00 | 787 | 11,00 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 87 000 | 24 821 | ||||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 16 524 | 0,00 | 4 714 | 11,00 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 4 926 | −2,92 | 1 405 | 7,75 | ||||
| 2025-07-18 | 13F | United Bank | 1 226 | −47,76 | 350 | −42,12 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 839 | 0,00 | 239 | 11,16 | ||||
| 2025-07-30 | NP | APUE - ActivePassive U.S. Equity ETF | 1 580 | 58,16 | 429 | 57,14 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 1 214 | −25,93 | 347 | −17,81 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 4 957 | 1,45 | 1 414 | 12,67 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 156 138 | 1,71 | 44 546 | 12,90 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 34 | 0,00 | 10 | 12,50 | ||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 28 149 | 8 024 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 511 017 | 26,11 | 145 798 | 39,98 | ||||
| 2025-04-22 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5 248 | 0,00 | 1 497 | 11,05 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 811 | 0,00 | 231 | 11,06 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 1 100 | 0,00 | 314 | 10,99 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 16 788 189 | 4,08 | 4 777 591 | 15,93 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 14 304 | 0,10 | 3 677 | −4,62 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 1 815 | 0,00 | 519 | 11,37 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 5 186 | −8,86 | 1 480 | 1,16 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 10 961 | 0,00 | 3 | 50,00 | ||||
| 2025-05-15 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 31 558 | 62,56 | 9 003 | 80,46 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 102 | −3,67 | 314 | 6,80 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 851 | 0,00 | 0 | |||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 535 | −1,90 | 726 | 15,81 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 711 | 0,00 | 488 | 11,16 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 724 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 16 488 | 1 572,21 | 4 723 | 1 819,92 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 219 163 | −6,24 | 62 527 | 4,07 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 1 688 | 0,00 | 482 | 11,09 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3 298 | 16,87 | 944 | 30,07 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 14 507 | −0,68 | 4 139 | 10,23 | ||||
| 2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 6 274 | 0,00 | 1 790 | 10,98 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 7 938 | 0,00 | 2 265 | 10,98 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 9 275 | −0,37 | 2 646 | 10,62 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 13 127 | −0,98 | 3 745 | 9,92 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 1 986 | 0,00 | 566 | 10,98 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 3 262 | 0,52 | 931 | 11,51 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 1 474 | 0,00 | 421 | 11,11 | ||||
| 2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 955 | 0,00 | 272 | 11,02 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 903 | 3,08 | 260 | 15,11 | ||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 5 619 | −6,38 | 1 603 | 3,96 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 806 765 | 0,86 | 230 170 | 11,96 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 5 608 | 2,22 | 1 600 | 13,40 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 984 | −28,18 | 281 | −20,45 | ||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 2 927 | 0,00 | 835 | 11,04 | ||||
| 2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 2 628 | 0,00 | 750 | 10,96 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 1 725 | −12,66 | 492 | −2,96 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 71 | −52,67 | 20 | −47,37 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 967 | 20,27 | 287 | 40,00 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 78 | 0,00 | 22 | 10,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 1 997 | 26,87 | 570 | 40,84 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 1 348 | 0,00 | 385 | 10,98 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 71 721 | −0,57 | 20 648 | 15,78 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 10 496 | 51,37 | 2 995 | 68,01 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 352 178 | 1,04 | 100 476 | 12,15 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 39 214 | 0,65 | 11 188 | 11,72 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 16 012 | −1,14 | 4 568 | 9,75 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 1 608 | 1,20 | 459 | 12,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 78 529 | 0,35 | 22 404 | 11,39 | ||||
| 2025-08-28 | 13F | Prospera Capital Management, LLC | 4 317 | 0,00 | 1 235 | 11,36 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 932 | 0,00 | 266 | 10,88 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5 609 | 35,03 | 1 600 | 49,95 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 520 623 | 3,06 | 433 834 | 14,40 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 43 174 | −0,35 | 12 318 | 10,62 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 21 363 | 0,00 | 6 095 | 11,00 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 964 | 0,00 | 275 | 11,34 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 26 327 | 0,00 | 7 511 | 11,01 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 268 518 | −0,36 | 76 608 | 10,60 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 750 | 214 | ||||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 21 911 | 62,79 | 6 251 | 80,72 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 17 372 | 3,10 | 4 956 | 14,43 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 223 | 0,00 | 64 | 10,53 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 3 510 | 0,00 | 1 001 | 10,98 | ||||
| 2025-08-11 | 13F | Strategic Equity Management | 57 706 | −30,68 | 16 463 | −23,06 | ||||
| 2025-05-14 | 13F | Boston Private Wealth Llc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 55 768 | −2,69 | 15 911 | 8,01 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 21 719 | −0,61 | 6 196 | 10,33 | ||||
| 2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 1 400 | 0,00 | 399 | 11,14 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 2 141 | 8,35 | 611 | 20,32 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 5 400 | 1 541 | ||||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9 253 | 22,56 | 2 638 | 35,93 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 1 057 | −2,67 | 302 | 7,89 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 1 575 | 0,00 | 449 | 11,14 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 19 274 | −0,62 | 5 499 | 10,29 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 1 000 | 0,00 | 286 | 11,28 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 366 | 0,00 | 104 | 10,64 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 2 095 | 0,62 | 622 | 17,17 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 3 554 | −3,16 | 1 014 | 7,42 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 212 | −2,10 | 916 | 8,66 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 1 821 | 0,17 | 519 | 11,13 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 6 243 | −0,53 | 1 781 | 10,42 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 2 019 | 0,00 | 576 | 10,98 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 4 126 | 0,00 | 1 177 | 11,04 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 165 723 | 0,96 | 47 420 | 12,40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 35 521 | 5,77 | 10 134 | 17,40 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 821 | 0,00 | 234 | 10,90 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 394 | 20,23 | 12 666 | 33,46 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 870 | 0,00 | 248 | 11,21 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 868 | 0,00 | 1 104 | 10,97 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 1 287 | 367 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 233 612 | 5,02 | 66 649 | 16,58 | ||||
| 2025-08-18 | 13F | Goodman Advisory Group, LLC | 803 | 0,00 | 229 | 11,17 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 748 | −7,54 | 213 | 2,90 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 989 | 0,34 | 853 | 11,37 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 24 | 0,00 | 7 | 0,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 022 | 2,40 | 292 | 13,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 328 031 | 2,35 | 93 587 | 13,61 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 703 | 201 | ||||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 353 | 0,00 | 101 | 11,11 | ||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 610 784 | 12,04 | 459 557 | 24,37 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 955 | −22,67 | 272 | −11,11 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 8 669 | 6,22 | 2 481 | 18,26 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 1 065 | 0,00 | 304 | 10,99 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 206 179 | −0,19 | 58 823 | 10,79 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 2 037 | −13,43 | 581 | −3,81 | ||||
| 2025-08-11 | 13F | McDonough Capital Management, Inc | 37 048 | 1 432,18 | 2 178 | 250,56 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 1 263 | 360 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 2 195 | 18,46 | 626 | 31,51 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 93 800 | 18,05 | 26 761 | 31,04 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 473 129 | −1,24 | 134 984 | 9,62 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC / WI | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 272 | 0,00 | 78 | 11,59 | ||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 22 459 | 14,52 | 6 408 | 27,12 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 25 | 0,00 | 7 | 16,67 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 18 438 | 1,53 | 5 260 | 12,71 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 25 420 | 8,12 | 7 252 | 19,57 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9 440 | −15,12 | 2 695 | −5,77 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 1 953 | 1,19 | 557 | 12,30 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 653 | −28,95 | 757 | −21,17 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 889 | 0,00 | 254 | 10,96 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 829 | 0,00 | 237 | 10,80 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 1 592 | 8,30 | 454 | 20,42 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 1 637 | −1,98 | 467 | 8,86 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 274 | 1,48 | 78 | 13,04 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 5 032 | 0,00 | 1 435 | 10,98 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 10 273 | 32,55 | 2 931 | 47,16 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 1 384 | 395 | ||||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 757 | 216 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 970 | 0,00 | 277 | 10,84 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 186 108 | −1,29 | 53 711 | 10,83 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 313 | 6,83 | 91 | 21,33 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 482 | −4,47 | 2 135 | 6,01 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 10 300 | −51,87 | 2 939 | −46,58 | |||
| 2025-08-14 | 13F | Certified Advisory Corp | 702 | −21,74 | 200 | −13,04 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 1 105 | 0,00 | 315 | 11,31 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 17 841 | 5 090 | ||||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 952 | 0,00 | 272 | 11,07 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 23 849 | −2,17 | 6 804 | 8,60 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 282 119 | 16,73 | 365 788 | 29,56 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12 800 | −47,76 | 3 652 | −42,02 | |||
| 2025-08-05 | 13F | Welch & Forbes Llc | 884 | 0,00 | 252 | 11,01 | ||||
| 2025-07-07 | 13F | Hoertkorn Richard Charles | 145 | 0,00 | 41 | 10,81 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 114 287 | 2,03 | 32 606 | 13,25 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 31 | 0,00 | 0 | |||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 9 723 | 0,00 | 2 774 | 10,96 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 561 | −0,91 | 1 301 | 9,97 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 5 705 | 0,00 | 1 628 | 10,98 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 885 | 6,69 | 823 | 18,42 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 15 740 | 15,98 | 4 491 | 28,73 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 686 | −33,89 | 766 | −26,63 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6 587 | 10,41 | 1 879 | 22,57 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 5 550 | 0,00 | 1 583 | 11,01 | ||||
| 2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 28 669 | −4,12 | 8 179 | 6,43 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 32 426 | 0,02 | 9 251 | 11,03 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 11 948 | −5,22 | 3 409 | 5,19 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 6 615 | 9,79 | 1 887 | 16,19 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 341 | −1,16 | 97 | 10,23 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 39 327 | 0,00 | 11 220 | 10,99 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 2 250 | 2,27 | 642 | 13,45 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 15 478 | −0,15 | 4 416 | 10,82 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 12 268 | −0,77 | 3 500 | 10,17 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5 365 | −7,20 | 1 531 | 2,62 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 4 207 | 0,00 | 1 200 | 11,01 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 25 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 024 | −3,16 | 1 433 | 7,50 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 4 532 | 27,37 | 1 293 | 41,36 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 4 658 | −1,23 | 1 329 | 9,57 | ||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 11 709 | −0,61 | 3 341 | 10,30 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 957 | 0,00 | 1 | 0,00 | ||||
| 2025-07-07 | 13F | Vishria Bird Financial Group, LLC | 757 | 216 | ||||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 14 | 0,00 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 1 644 | 0,00 | 469 | 10,90 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 135 139 | −6,36 | 38 555 | 3,94 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 938 | −5,06 | 268 | 5,53 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 114 302 | 10,35 | 32 610 | 22,48 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 101 | 0,00 | 314 | 15,87 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 8 372 | 0,00 | 2 389 | 11,02 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 83 545 | −2,10 | 23 835 | 8,67 | ||||
| 2025-08-05 | 13F | Golden Bell Financial Planning LLC | 3 670 | 0,00 | 1 047 | 10,92 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 923 | 0,00 | 263 | 10,97 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 133 457 | 1,83 | 38 075 | 13,04 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 3 449 | 0,32 | 988 | 11,78 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11 159 | 3,30 | 3 184 | 14,66 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 471 739 | 10,90 | 134 587 | 23,10 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 23 423 | 37,11 | 6 683 | 52,21 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 300 000 | 85 590 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 3 455 | −2,59 | 986 | 8,12 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 4 962 | 1 416 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 366 165 | 7,90 | 104 467 | 19,77 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 1 830 | 0,00 | 470 | −4,67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 100 | 0,00 | 29 | 12,00 | |||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 746 | 213 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 926 615 | −2,98 | 834 963 | 7,70 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 12 998 | 27,42 | 4 | 50,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 484 | −0,59 | 6 700 | 10,34 | ||||
| 2025-08-11 | 13F | Intrust Bank Na | 21 109 | 15,49 | 6 022 | 28,21 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 238 | 0 | ||||||
| 2025-08-12 | 13F | Centric Wealth Management | 1 555 | 86,00 | 458 | 112,56 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11 407 | −1,38 | 3 255 | 4,33 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 1 471 | −1,74 | 420 | 9,11 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 2 978 | −4,92 | 850 | 5,47 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 152 | −1,29 | 329 | 9,70 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 839 | 0,00 | 239 | 11,16 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 3 530 | 0,00 | 1 007 | 11,03 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 934 | 266 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 1 975 | −0,20 | 579 | 14,88 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 60 079 | 0,58 | 17 141 | 11,64 | ||||
| 2025-07-24 | 13F | Acima Private Wealth, Llc | 1 380 | 0,00 | 394 | 11,02 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 092 | 0,00 | 312 | 11,07 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 4 666 | −0,49 | 1 331 | 10,46 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 154 | 0,00 | 329 | 11,15 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 369 | 0,00 | 105 | 11,70 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 015 | 0,00 | 575 | 11,03 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 1 457 | 18,07 | 427 | 34,38 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 2 382 | 0,00 | 680 | 16,27 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 21 990 | −2,27 | 6 274 | 8,47 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 335 | 0,00 | 96 | 10,47 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 17 346 | −1,53 | 4 949 | 9,30 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 49 522 | −0,89 | 14 129 | 10,01 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 51 476 | −0,73 | 8 041 | 9,49 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 5 177 | 9,96 | 1 477 | 21,98 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 56 172 | 7,50 | 16 026 | 19,32 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 13 009 | 184,60 | 3 711 | 216,10 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 860 | −1,15 | 245 | 9,87 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 113 825 | −0,40 | 32 485 | 10,60 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 10 350 | 0,00 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 11 035 | 4,96 | 3 148 | 17,99 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 718 552 | 0,57 | 205 003 | 11,63 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 1 692 | 0,00 | 484 | 11,52 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 1 654 | 0,00 | 472 | 10,82 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 49 | 14 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 1 360 | 0,00 | 388 | 11,17 | ||||
| 2025-08-12 | 13F | Triune Financial Partners, LLC | 751 | −33,19 | 214 | −25,69 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 54 | 15 | ||||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 6 533 | −2,83 | 1 864 | 7,81 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 22 102 | 0,00 | 6 306 | 11,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 222 243 | 6,70 | 63 124 | 18,42 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 43 | −36,76 | 12 | −29,41 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 910 | −56,35 | 259 | −49,32 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 716 | −31,22 | 205 | −23,60 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1 814 | 0,00 | 518 | 10,94 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 814 | 0,00 | 232 | 11,00 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 844 | 174,92 | 241 | 207,69 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB | 1 464 | 0,00 | 418 | 10,90 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 890 | 0,00 | 254 | 10,96 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 1 529 | 0,00 | 436 | 11,22 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 800 | 0,00 | 228 | 11,22 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 157 | 41,35 | 615 | 56,89 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 1 472 | 0,00 | 420 | 10,85 | ||||
| 2025-08-14 | 13F | Pine Harbor Wealth Management, LLC | 2 368 | 0,00 | 676 | 11,02 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 450 | −2,17 | 128 | 8,47 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 4 900 | 0,00 | 1 398 | 14,03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 320 589 | 16,99 | 91 464 | 29,86 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 901 | 0,00 | 257 | 11,26 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 116 786 | −1,88 | 33 321 | 8,91 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 921 | 0,00 | 263 | 11,02 | ||||
| 2025-07-18 | 13F | TABR Capital Management, LLC | 5 232 | 4,06 | 1 493 | 15,48 | ||||
| 2025-08-04 | 13F | Crescent Sterling, Ltd. | 3 000 | 0,00 | 856 | 10,89 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 948 | 0,00 | 270 | 11,11 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 5 075 | 0,00 | 1 452 | 11,35 | ||||
| 2025-08-07 | 13F | Prospect Financial Group LLC | 1 109 | 0,00 | 317 | 10,88 | ||||
| 2025-07-23 | 13F | Slow Capital, Inc. | 3 304 | 0,85 | 943 | 12,00 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 1 221 | 0,00 | 348 | 11,18 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 102 | 29 | ||||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 104 | −85,52 | 30 | −84,24 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 1 526 | −5,63 | 435 | 4,82 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 1 931 | 12,14 | 551 | 24,66 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 402 | 0,00 | 115 | 10,68 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2 114 | −5,07 | 603 | 5,42 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 19 990 | −47,21 | 6 | −44,44 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 88 232 | 12,26 | 25 173 | 24,61 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 428 | 2,81 | 407 | 14,33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | LRI Investments, LLC | 896 | 0,00 | 256 | 10,87 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 1 162 | 0,00 | 332 | 11,07 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 43 | 12 | ||||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 114 | 0,00 | 33 | 10,34 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 21 909 | 0,00 | 5 631 | −4,69 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 986 | 281 | ||||||
| 2025-08-14 | 13F | Granite FO LLC | 243 | 0,00 | 69 | 11,29 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 15 758 | −11,31 | 4 496 | −1,55 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 8 852 | 0,71 | 2 525 | 11,78 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7 674 | 182,13 | 2 190 | 213,16 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 257 | 0,00 | 73 | 10,61 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 161 911 | 6,62 | 46 193 | 18,34 | ||||
| 2025-08-14 | 13F | Comerica Bank | 112 349 | −15,57 | 32 053 | −6,29 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 006 | 0,00 | 287 | 11,24 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 372 042 | −3,55 | 106 144 | 7,06 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 1 649 | −3,62 | 471 | 7,06 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 13 552 | 3 866 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 3 009 | 0,00 | 859 | 11,00 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 3 753 | 965 | ||||||
| 2025-08-14 | 13F | Acas, Llc | 910 | 0,00 | 271 | 15,38 | ||||
| 2025-07-08 | 13F | Lpwm Llc | 2 578 | 0,00 | 736 | 11,03 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 2 054 | 0,00 | 586 | 11,01 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 685 315 | 17,70 | 195 027 | 31,11 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 3 791 | 0,37 | 1 082 | 11,44 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 1 138 | 0,00 | 325 | 10,96 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 828 371 | 3,76 | 806 935 | 15,17 | ||||
| 2025-05-09 | 13F | Avalon Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 346 | 0,00 | 99 | 12,50 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 53 310 | 2,80 | 15 209 | 14,10 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 470 837 | 11,48 | 134 330 | 23,74 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 1 575 | 28,57 | 451 | 43,31 | ||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 1 529 | 0,00 | 436 | 11,22 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 757 | −11,36 | 216 | −1,83 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 17 014 | 0,50 | 4 854 | 11,56 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 6 250 | 11,09 | 1 783 | 23,31 | ||||
| 2025-05-06 | 13F | Unison Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 940 | 9,68 | 268 | 21,82 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 1 093 | −6,42 | 312 | 3,67 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 1 662 | 474 | ||||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 230 728 | 3,68 | 65 827 | 15,08 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 968 | −0,10 | 276 | 10,84 | ||||
| 2025-07-25 | 13F | Mitchell Capital Management Co | 1 595 | 0,00 | 462 | 12,96 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 27 595 | 1 049,31 | 7 873 | 1 175,85 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 70 244 | 4,62 | 20 041 | 16,13 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 13 388 | −1,11 | 3 820 | 9,77 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 156 400 | 44 621 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 30 | ||||||
| 2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-09 | 13F | Probity Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 100 | 0,00 | 29 | 12,00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 643 | 469 | ||||||
| 2025-07-23 | 13F | First Merchants Corp | 1 162 | −80,79 | 332 | −78,70 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 12 429 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 5 663 | 17,13 | 1 614 | 29,43 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4 580 | 1 311 | ||||||
| 2025-07-23 | 13F | Hardy Reed LLC | 2 443 | 0,00 | 697 | 11,00 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 894 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 732 | 209 | ||||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 5 966 | 3,11 | 1 702 | 14,46 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 3 477 | 0,00 | 992 | 10,97 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 259 | 0,00 | 646 | 11,38 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 94 910 | 13,60 | 27 078 | 26,09 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 233 | 0,00 | 66 | 11,86 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 1 057 | −1,40 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 990 | 0,00 | 282 | 11,02 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 5 426 | 0,00 | 1 548 | 11,05 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 166 188 | 11,53 | 47 413 | 23,80 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5 597 | 0,00 | 1 597 | 10,99 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 80 | 23 | ||||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 200 | 0,00 | 57 | 11,76 | ||||
| 2025-08-12 | 13F | Bank OZK | 2 157 | −23,10 | 615 | −14,58 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 16 | 0,00 | 5 | 0,00 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 4 777 | 3,51 | 1 363 | 14,84 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 7 053 | 1,76 | 2 012 | 12,97 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 2 973 | −0,03 | 848 | 10,99 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 33 | 0,00 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Atalanta Sosnoff Capital, Llc | 2 058 | 40,57 | 587 | 56,12 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2 609 | −97,08 | 744 | −96,76 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 490 | 140 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 275 | 78 | ||||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 6 563 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 3 011 | −3,18 | 859 | 7,51 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 39 297 | 4,09 | 11 211 | 15,53 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 3 800 | 1 084 | ||||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 4 991 | 8,67 | 1 424 | 20,68 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 5 375 | −0,63 | 1 572 | 12,45 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 4 811 | 0,00 | 1 373 | 11,00 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 920 | 0,00 | 262 | 11,02 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 52 328 | −15,77 | 15 | −6,67 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 964 | 3,43 | 1 987 | 14,80 | ||||
| 2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 750 | 0,00 | 214 | 10,94 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Northeast Investment Management | 34 100 | 0,00 | 9 729 | 11,00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 23 104 | −0,06 | 6 592 | 10,92 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 15 208 | 119,71 | 4 339 | 143,90 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 49 514 | 1,80 | 14 126 | 13,00 | ||||
| 2025-07-31 | 13F | Cornerstone Management, Inc. | 1 266 | 2,18 | 361 | 13,52 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 51 646 | −8,52 | 15 | 0,00 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 27 | 8 | ||||||
| 2025-07-16 | 13F | Newton One Investments LLC | 1 438 | 0,00 | 410 | 11,11 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 367 | 0,00 | 105 | 10,64 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | City State Bank | 2 355 | 0,00 | 672 | 10,91 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 43 829 | −2,38 | 12 504 | 8,35 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 21 765 | −5,16 | 6 210 | 5,27 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 1 107 | 0,00 | 316 | 10,92 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 1 096 878 | 26,16 | 312 939 | 40,04 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 5 775 | 187,31 | 1 648 | 219,19 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 50 574 | −1,31 | 14 429 | 9,54 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 39 | 0,00 | 11 | 10,00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 273 | 0,00 | 78 | 10,00 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4 800 | 1 | ||||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 476 | 136 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 1 347 | 0,00 | 384 | 10,98 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 7 434 | 369,32 | 2 121 | 421,13 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 795 | 0,00 | 227 | 10,78 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 47 831 | −0,58 | 13 646 | 10,36 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2 311 | 0,00 | 659 | 23,18 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 12 579 | −2,22 | 3 589 | 8,53 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT Moderate Growth Allocation Portfolio Class IB | 42 160 | 0,00 | 12 028 | 11,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80 956 | 0,96 | 23 097 | 12,06 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 4 536 | −3,35 | 1 294 | 7,30 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15 736 | −1,25 | 4 489 | 9,62 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 132 893 | −1,86 | 38 | 8,82 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 108 982 | 0,00 | 31 093 | 11,00 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 254 442 | −3,53 | 72 592 | 108 246,27 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 18 025 | 14,06 | 5 143 | 26,62 | ||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Thomasville National Bank | 5 751 | 0,00 | 1 641 | 10,96 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 9 784 | −2,17 | 2 791 | 8,60 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 048 931 | 0,44 | 298 998 | 10,26 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 2 422 | 0,00 | 691 | 11,09 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 913 | 248,45 | 546 | 286,52 | ||||
| 2025-08-14 | 13F | Betterment LLC | 117 766 | 50,95 | 34 | 65,00 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 9 188 | 8,72 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 54 975 | −18,24 | 15 685 | −9,25 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 3 435 | 0,00 | 980 | 11,11 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 558 252 | −1,39 | 159 743 | 9,78 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 378 | 108 | ||||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 6 040 | −2,74 | 1 723 | 7,96 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10 841 | 0,99 | 3 093 | 12,07 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 776 | 0 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 761 | −6,40 | 218 | 4,33 | ||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 1 763 | −0,23 | 504 | 11,01 |
Other Listings
| MX:VV |
