Grundläggande statistik
| Institutionella ägare | 2370 total, 2365 long only, 0 short only, 5 long/short - change of 1,58% MRQ |
| Genomsnittlig portföljallokering | 0.9418 % - change of 2,24% MRQ |
| Institutionella aktier (lång) | 1 366 761 010 (ex 13D/G) - change of 26,35MM shares 1,97% MRQ |
| Institutionellt värde (lång) | $ 61 874 912 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (US:VWO) har 2370 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,366,761,010 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Vanguard Group Inc, Northwestern Mutual Wealth Management Co, Betterment LLC, Morgan Stanley, Wealthfront Advisers Llc, Northern Trust Corp, Envestnet Asset Management Inc, Wells Fargo & Company/mn, and Wit, Llc .
Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (ARCA:VWO) 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 11, 2025 is 53,58 / share. Previously, on September 12, 2024, the share price was 44,26 / share. This represents an increase of 21,06% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 2579 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | Red Tortoise LLC | 35 339 | −31,06 | 1 748 | −24,70 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 29 224 | 2,32 | 1 451 | 21,22 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 13 592 | −6,15 | 672 | 2,60 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 5 332 | −6,06 | 264 | 2,73 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 185 | 207 | ||||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-25 | 13F | Kieckhefer Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 38 350 | −1,84 | 1 895 | 7,13 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 100 808 | −18,12 | 4 986 | −10,53 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 448 601 | 6,28 | 22 188 | 16,13 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 55 175 | −7,19 | 2 729 | 1,41 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 95 551 | 9,22 | 4 726 | 19,35 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 83 230 | −13,71 | 4 117 | −5,70 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 9 399 | 1,13 | 465 | 10,48 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 805 610 | 9,41 | 39 845 | 19,56 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 4 686 | −4,39 | 234 | 6,85 | ||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 3 696 | 0,00 | 183 | 8,98 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 179 803 | 2,23 | 8 893 | 11,72 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 7 049 | −15,52 | 349 | −7,69 | ||||
| 2025-07-23 | 13F | Indiana Trust & Investment Management CO | 10 204 | −0,79 | 505 | 8,39 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 61 562 | 443,74 | 3 045 | 494,53 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 282 212 | 0,43 | 13 958 | 9,75 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 40 184 | 0,00 | 1 819 | 2,77 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 10 530 | 11,71 | 521 | 22,07 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 165 440 | −0,86 | 8 183 | 8,34 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 286 766 | 19,13 | 14 183 | 30,18 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 101 093 | −0,07 | 5 000 | 9,22 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 90 542 | −4,00 | 4 478 | 4,92 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 5 496 | −0,79 | 272 | 8,40 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 1 128 365 | 3 104,22 | 55 809 | 3 403,33 | ||||
| 2025-07-29 | NP | JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 | 121 164 | −1,00 | 5 695 | 4,02 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 23 012 | −7,90 | 1 138 | 0,71 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 652 895 | 2,75 | 32 292 | 12,29 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 75 768 | 3 747 | ||||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1 310 716 | 46,17 | 64 828 | −12,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 113 707 | 3,56 | 5 624 | 13,16 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 112 776 | 0,96 | 5 578 | 10,33 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 10 031 | −11,78 | 496 | −3,50 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 43 562 | −2,34 | 2 155 | 6,74 | ||||
| 2025-08-20 | 13F | Monarch Capital Management Inc/ | 55 171 | −0,67 | 2 729 | 8,56 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 973 | 92,68 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5 583 | −30,53 | 276 | −23,97 | ||||
| 2025-08-05 | 13F | Ceera Investments, Llc | 9 280 | 459 | ||||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 104 704 | −6,40 | 5 179 | 6,78 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 149 | 0,00 | 7 | 16,67 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 66 215 | −3,69 | 3 275 | 5,24 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 6 472 | −16,14 | 320 | −8,31 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 316 007 | 3,79 | 15 630 | 13,43 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 59 875 | −24,96 | 2 961 | −18,00 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 122 050 | 0,39 | 6 037 | 9,71 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 4 669 | 2,62 | 231 | 12,20 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 14 680 | 50,06 | 726 | 64,25 | ||||
| 2025-07-28 | 13F | Essex LLC | 18 886 | 20,48 | 934 | 31,73 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 564 719 | 0,61 | 27 931 | 9,95 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 43 167 | 12,23 | 2 135 | 22,70 | ||||
| 2025-08-14 | 13F | State Street Corp | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1 500 | 0,00 | 74 | 10,45 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 179 429 | 53,68 | 8 875 | 67,94 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 32 124 | −9,55 | 1 589 | −1,18 | ||||
| 2025-04-22 | 13F | Jmac Enterprises Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 13 027 | −18,00 | 644 | −10,43 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 12 130 | 0,00 | 600 | 9,31 | ||||
| 2025-04-29 | 13F | Pacific Point Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 47 | 6,82 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 204 689 | −1,59 | 10 | 11,11 | ||||
| 2025-08-01 | 13F | Redmond Asset Management, LLC | 5 153 | −0,06 | 255 | 9,01 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 894 697 | 1,05 | 44 252 | 10,43 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 10 488 | 519 | ||||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 4 300 | −8,22 | 0 | |||||
| 2025-08-06 | 13F | Washington Trust Bank | 19 900 | −21,19 | 984 | −13,84 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 52 478 | 5,87 | 2 596 | 15,69 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 4 741 | −44,97 | 234 | −39,85 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 7 736 | 0,06 | 383 | 9,46 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 23 559 | −35,20 | 1 165 | −29,18 | ||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 4 481 | −9,13 | 222 | −0,90 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 493 | 23,04 | 321 | 34,87 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 29 410 | −1,10 | 1 455 | 8,10 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 95 482 | −2,66 | 4 723 | 6,38 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 368 604 | −5,21 | 18 231 | 3,59 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 58 905 | −1,16 | 2 913 | 8,01 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 945 | 0,00 | 47 | 9,52 | ||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 348 337 | 13,65 | 17 229 | 24,19 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 4 609 | 0,00 | 228 | 9,13 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 14 025 | −3,12 | 689 | 5,35 | ||||
| 2025-04-14 | 13F | Clean Yield Group | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 3 768 561 | 20,93 | 186 393 | 32,15 | ||||
| 2025-07-29 | 13F | Mutual Of America Capital Management Llc | 598 543 | 0,00 | 29 604 | 9,28 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 166 120 | −1,37 | 8 216 | 7,78 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 4 693 | 0,30 | 232 | 9,95 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 4 951 | 250 | ||||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 11 950 | 0,00 | 591 | 9,44 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 665 236 | 2,08 | 32 903 | 11,55 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 156 263 | 1 112,09 | 7 729 | 1 225,56 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 32 481 | 7,79 | 1 607 | 17,83 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 24 233 | −3,16 | 1 199 | 5,83 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 14 378 | 38,90 | 711 | 51,92 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 48 007 | −4,38 | 2 374 | 4,49 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 822 | 41 | ||||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 112 340 | 3,02 | 5 556 | 12,58 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 18 737 | −10,99 | 927 | −2,73 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 5 144 239 | −10,75 | 254 434 | −2,47 | ||||
| 2025-07-23 | NP | IRSQX - Voya Target Retirement 2050 Fund Class I | 72 668 | −2,47 | 3 415 | 2,49 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 85 567 | −0,45 | 4 232 | 8,79 | ||||
| 2025-07-16 | 13F | Congress Asset Management Co /ma | 68 782 | −2,62 | 3 402 | 6,41 | ||||
| 2025-04-29 | 13F | Pacific Life Fund Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 80 047 | −0,03 | 3 959 | 9,24 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 4 600 | 0,00 | 228 | 9,13 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 570 | 28 | ||||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 215 165 | −6,95 | 10 642 | 1,68 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 40 898 | 5,22 | 2 023 | 14,95 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 18 027 | 1 | ||||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 5 550 | 0,00 | 275 | 9,16 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 531 | 50,42 | 26 | 73,33 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 49 784 | 2,60 | 2 462 | 12,11 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 182 524 | 6,27 | 9 028 | 16,13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 142 610 | 4,14 | 7 054 | 13,79 | ||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 61 001 | −7,01 | 3 017 | 1,62 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 7 573 | −2,46 | 375 | 6,55 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 159 049 | 9,15 | 7 867 | 19,27 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15 238 | 18,36 | 754 | 29,38 | ||||
| 2025-05-06 | 13F | Poplar Forest Capital LLC | 7 589 | 343 | ||||||
| 2025-08-05 | 13F | Alexander Randolph Advisory Inc | 5 583 | 0,00 | 276 | 9,52 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 4 518 | 223 | ||||||
| 2025-08-12 | 13F | Harbor Advisory Corp /ma/ | 235 870 | −0,03 | 11 666 | 9,24 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 36 877 | 29,20 | 2 | 0,00 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Hikari Tsushin, Inc. | 15 745 | 0,00 | 779 | 9,27 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 5 719 | −5,58 | 283 | 2,92 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 92 159 | −20,58 | 4 558 | −13,21 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 67 695 | 1,90 | 3 348 | 11,38 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 17 761 | −10,23 | 878 | −1,90 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 29 336 | 2,87 | 1 451 | 12,40 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 29 209 | −0,73 | 1 445 | 8,49 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 115 407 | 3,17 | 5 708 | 12,76 | ||||
| 2025-08-11 | 13F | Long Road Investment Counsel, LLC | 18 980 | −0,52 | 939 | 8,69 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 613 631 | −11,84 | 722 790 | −3,66 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 49 349 | 7,92 | 2 441 | 17,93 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 763 | 0,07 | 137 | 9,68 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 11 249 | −1,96 | 556 | 7,13 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 53 924 | −0,75 | 2 667 | 8,46 | ||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 369 043 | −1,43 | 18 253 | 7,71 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 185 803 | −3,30 | 9 190 | 5,67 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 17 839 | 882 | ||||||
| 2025-06-30 | NP | VMMSX - Vanguard Emerging Markets Select Stock Fund Investor Shares | 29 358 | −22,86 | 1 328 | −25,06 | ||||
| 2025-08-05 | 13F | Benningfield Financial Advisors, Llc | 5 851 | −16,51 | 289 | −8,83 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 447 742 | 10,60 | 22 145 | 20,86 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 122 616 | −1,13 | 6 065 | 8,03 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 61 | 3 | ||||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 406 384 | 138,88 | 20 100 | 161,06 | ||||
| 2025-08-28 | NP | DGIBX - DGI Balanced Fund Class P | 201 000 | 0,00 | 9 941 | 9,28 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 5 308 | 16,84 | 263 | 27,80 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 353 944 | 3,19 | 17 506 | 12,77 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 13 359 | 5,09 | 661 | 14,78 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 34 281 | 12,06 | 1 696 | 22,47 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 116 448 | 38,48 | 5 760 | 55,52 | ||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 87 414 | −2,64 | 4 108 | 2,29 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 8 601 | 1,21 | 425 | 10,68 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 93 158 | −5,32 | 4 608 | 3,46 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 101 | 0,00 | 5 | 0,00 | ||||
| 2025-07-23 | NP | IRSVX - Voya Target Retirement 2055 Fund Class I | 98 241 | −3,33 | 4 617 | 1,58 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 7 495 | −1,25 | 371 | 7,87 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 204 282 | 10 104 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 782 342 | 1,36 | 39 | 11,76 | ||||
| 2025-07-31 | 13F | Nisa Investment Advisors, Llc | 387 500 | 0,00 | 19 166 | 9,28 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 788 923 | 6,45 | 138 | 16,10 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 19 531 | 0,77 | 966 | 10,15 | ||||
| 2025-08-14 | 13F | Obsido Oy | 161 334 | 1,66 | 7 980 | 11,10 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 47 800 | 723,85 | 2 364 | 834,39 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 343 821 | 14,28 | 17 005 | 24,89 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 23 198 | −4,91 | 1 147 | 3,89 | ||||
| 2025-07-24 | 13F | Villere St Denis J & Co Llc | 5 153 | 0,00 | 255 | 9,01 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 30 411 | −0,42 | 1 504 | 8,83 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 489 832 | 9,70 | 24 227 | 19,89 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 29 683 | −49,04 | 1 468 | −44,31 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 60 112 | 4,06 | 2 973 | 19,16 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 395 006 | 7,71 | 19 537 | 21,74 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 24 221 | −0,05 | 1 198 | 9,22 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 11 573 | 2,62 | 572 | 15,32 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 55 500 | −3,62 | 2 745 | 5,33 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 135 580 | −0,25 | 6 706 | 9,01 | ||||
| 2025-07-18 | 13F | GEN Financial Management, INC. | 13 740 | −0,24 | 680 | 8,99 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 1 523 830 | 75 369 | ||||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 314 314 | −4,47 | 15 546 | 4,39 | ||||
| 2025-07-16 | 13F | Motive Wealth Advisors | 124 879 | 19,88 | 6 177 | 31,01 | ||||
| 2025-07-23 | NP | IRSOX - Voya Target Retirement 2040 Fund Class I | 63 067 | −3,26 | 2 964 | 1,65 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 15 877 | −0,96 | 785 | 8,28 | ||||
| 2025-08-26 | NP | ISWAX - Voya Solution Income Portfolio Class ADV | 30 425 | −5,66 | 1 505 | 3,08 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 1 152 | 0,00 | 57 | 7,69 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 4 345 | 13,77 | 215 | 24,42 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 51 204 | 2 533 | ||||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 26 405 | 0,11 | 1 306 | 9,39 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 18 104 | −10,87 | 895 | −2,61 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 2 757 780 | −3,59 | 136 400 | 7,88 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 290 | −23,68 | 14 | −17,65 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 108 791 | 0,17 | 5 381 | 9,46 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 51 315 | 4,51 | 2 538 | 14,22 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 88 398 | 8,77 | 4 372 | 28,82 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 15 594 | 57,39 | 1 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 895 | 4,84 | 341 | 14,81 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 217 369 | −9,94 | 10 751 | −1,58 | ||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 175 366 | −10,26 | 8 674 | −1,93 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 7 907 | −2,65 | 391 | 6,54 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 4 133 | −6,85 | 204 | 2,00 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 20 708 | −0,53 | 1 024 | 8,70 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 18 833 | 5,02 | 931 | 14,80 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 16 526 | 2,72 | 817 | 12,23 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 414 | 0,00 | 20 | 11,11 | ||||
| 2025-08-04 | 13F | GAM Holding AG | 31 000 | 0,00 | 1 527 | 9,23 | ||||
| 2025-08-08 | 13F | RAM Investment Partners, LLC | 6 615 | 0,44 | 327 | 9,73 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 19 385 | −44,33 | 959 | −39,17 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 186 | 0,00 | 9 | 12,50 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 12 985 | −31,15 | 642 | −24,74 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 37 564 | 96,81 | 1 858 | 115,18 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 5 846 | 0,81 | 289 | 10,31 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 12 485 | 16,57 | 618 | 27,48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 9 444 710 | 13,68 | 466 816 | 24,41 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 44 203 | −4,66 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 189 716 | 12,74 | 9 383 | 23,20 | ||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 12 165 | −7,92 | 602 | 0,67 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 6 | 0,00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 325 | 0,00 | 16 | 14,29 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 27 516 | 35,29 | 1 | |||||
| 2025-08-12 | 13F | Nipun Capital, L.P. | 110 200 | 0,00 | 5 450 | 9,28 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 373 034 | 21,92 | 16 563 | 16,23 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 23 | 0,00 | 1 | 0,00 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 63 085 | 0,15 | 3 120 | 9,47 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 6 997 | 0,11 | 346 | 9,49 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 130 003 | −1,03 | 6 430 | 8,14 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 154 649 | −9,28 | 7 649 | −0,87 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 12 284 | −21,20 | 608 | −13,90 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7 285 | 8,81 | 360 | 18,81 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 32 148 | −1,69 | 1 590 | 7,43 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 22 347 | −1,44 | 1 105 | 7,70 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 4 211 | −58,59 | 208 | −54,78 | ||||
| 2025-07-30 | 13F | Dudley Capital Management, Llc | 4 257 | 211 | ||||||
| 2025-08-06 | 13F | Bensler, LLC | 4 582 | 227 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 140 773 | 47,25 | 6 963 | 60,93 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3 344 313 | −0,48 | 165 410 | 8,75 | ||||
| 2025-05-13 | 13F | Prudential Financial Inc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Enterprise Bank & Trust Co | 29 890 | 0,00 | 1 478 | 9,32 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 562 582 | −4,13 | 77 | 5,48 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 11 054 | 22,33 | 547 | 33,82 | ||||
| 2025-07-23 | 13F | Motiv8 Investments LLC | 15 539 | 1,96 | 769 | 11,47 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 11 983 | 19,00 | 593 | 30,11 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 51 237 | 11,84 | 2 534 | 22,24 | ||||
| 2025-07-16 | 13F | First American Bank | 22 364 | 1,34 | 1 106 | 10,82 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 326 | 0,00 | 16 | 14,29 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 69 969 | −0,09 | 382 | 6,72 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 32 158 | −5,00 | 1 591 | 3,79 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 415 | 0,21 | 70 | 9,52 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 198 358 | 42,32 | 10 158 | 61,43 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 5 130 | −10,30 | 254 | −1,94 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 13 856 | −9,65 | 685 | −1,30 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1 424 | 0,00 | 70 | 9,38 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 103 328 | −0,50 | 5 111 | 15,82 | ||||
| 2025-08-13 | 13F | Ironwood Investment Management Llc | 60 512 | 5,22 | 2 993 | 14,99 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 26 606 | 0,29 | 1 204 | 3,08 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 10 646 | 1,63 | 527 | 10,97 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 033 | 10,96 | 51 | 21,43 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 3 169 | 16,72 | 157 | 27,87 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 16 662 | −0,87 | 824 | 8,42 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 58 087 | −2,07 | 2 873 | 7,04 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 86 774 | 2,09 | 4 292 | 11,57 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 215 448 | 0,72 | 10 656 | 10,06 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 703 | 23 333,33 | 35 | |||||
| 2025-07-17 | 13F | City Holding Co | 36 354 | 4,90 | 1 798 | 14,60 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 25 185 | −30,03 | 1 246 | −23,57 | ||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 13 581 | 9,24 | 672 | 19,40 | ||||
| 2025-08-27 | NP | HCEMX - The Emerging Markets Portfolio HC Strategic Shares | 1 086 060 | −3,55 | 53 717 | 5,40 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 70 804 | −4,43 | 3 502 | 4,41 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 3 043 986 | 47,88 | 151 590 | 57,33 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 660 | −19,51 | 33 | −13,51 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares | 31 303 | −8,49 | 1 548 | 0,00 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 3 485 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 23 729 | −1,25 | 1 174 | 7,91 | ||||
| 2025-08-26 | NP | IIFAX - Voya Balanced Income Portfolio Class ADV | 160 985 | −3,99 | 7 962 | 4,92 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 12 338 | 0,00 | 610 | 9,32 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 61 548 | 0,02 | 3 044 | 9,30 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 7 672 | 13,52 | 379 | 24,26 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 310 699 | 5,61 | 15 367 | 15,41 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 42 193 | 21,58 | 2 087 | 32,87 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 11 075 | 0,00 | 1 | |||||
| 2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 107 470 | 5 315 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 66 295 | −16,11 | 3 | 0,00 | ||||
| 2025-07-03 | 13F | Trust Co of the South | 121 727 | 16,88 | 6 021 | 27,73 | ||||
| 2025-08-07 | 13F | Security Benefit Life Insurance Co /ks/ | 27 800 | 0,00 | 1 375 | 9,22 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 6 369 | −19,95 | 315 | −12,50 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 8 547 | 0,18 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 515 193 | 0,18 | 25 481 | 9,47 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 35 631 | 2 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 25 090 | 0,00 | 1 241 | 9,25 | ||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 1 223 172 | 0,95 | 60 498 | 10,32 | ||||
| 2025-08-14 | 13F | Systematic Alpha Investments, LLC | 10 115 | 0,00 | 500 | 9,41 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 94 402 | −5,84 | 4 669 | 2,91 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 106 965 | −1,95 | 5 290 | 7,15 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 190 318 | 2,25 | 9 413 | 11,74 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 478 395 | 13,41 | 23 661 | 23,93 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 57 963 | 6,26 | 2 867 | 16,13 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 1 373 980 | 8,53 | 67 916 | 26,25 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 650 556 | 3,26 | 29 444 | 6,12 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 3 182 811 | −2,29 | 157 422 | 6,77 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 654 743 | −11,06 | 32 384 | −2,81 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 125 | 2,31 | 748 | 11,81 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 143 735 | −15,55 | 7 109 | −7,70 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 3 170 708 | 6,06 | 156 823 | 15,91 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 13 142 | 0,00 | 650 | 9,43 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 178 435 | 26,44 | 8 826 | 38,17 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 11 090 | 1 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 13 071 | −0,30 | 646 | 8,94 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 22 537 | −3,72 | 1 115 | 5,19 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 40 138 | 1 985 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 615 920 | 1,97 | 30 463 | 11,43 | ||||
| 2025-07-29 | NP | JHODX - 2070 Lifetime Blend Portfolio Class R6 | 106 | 5 | ||||||
| 2025-07-17 | 13F | Fee-Only Financial Planning, L.C. | 7 840 | 0,00 | 388 | 9,32 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 104 514 | 8,46 | 5 169 | 18,53 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 447 896 | −43,92 | 22 153 | −38,71 | ||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 442 935 | 0,09 | 21 908 | 9,38 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 21 925 | −12,12 | 1 084 | −3,99 | ||||
| 2025-04-01 | 13F | Modus Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 211 172 | 101,07 | 10 445 | 119,73 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 66 132 | −49,99 | 3 271 | −45,36 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 23 116 | −1,08 | 1 143 | 8,14 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 20 971 | 100,10 | 993 | 109,49 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 467 | −52,10 | 122 | −47,64 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 81 225 | −3,45 | 4 017 | 5,52 | ||||
| 2025-07-29 | NP | JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 | 72 663 | 7,05 | 3 415 | 12,48 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 62 813 | 0,19 | 3 107 | 9,52 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 133 676 | 1,54 | 6 612 | 10,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 42 922 654 | 0,49 | 2 122 954 | 9,82 | ||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 528 | −31,20 | 224 | −24,92 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Put | 778 900 | 17,30 | 38 524 | 28,19 | |||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 93 272 | 49,57 | 4 613 | 56,43 | ||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 311 047 | 14,24 | 15 384 | 24,85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | Call | 94 200 | −48,61 | 4 659 | −43,84 | |||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 33 357 | 54,36 | 1 657 | 80,39 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 35 740 | 7,44 | 1 768 | 17,41 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 81 740 | −1,44 | 4 043 | 7,70 | ||||
| 2025-08-29 | NP | JSPMX - Janus Henderson Global Allocation Fund - Moderate Class T | 363 054 | −1,04 | 17 957 | 8,15 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 471 266 | 4,56 | 23 309 | 14,26 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 195 709 | 35,81 | 9 680 | 48,41 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 64 372 | 2,21 | 3 184 | 11,68 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 411 216 | −9,63 | 20 340 | −1,24 | ||||
| 2025-06-30 | NP | VGTSX - Vanguard Total International Stock Index Fund Investor Shares | 12 737 296 | 0,00 | 576 363 | 1,91 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 175 235 | 13,55 | 8 667 | 24,10 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 4 209 | −51,00 | 208 | −46,39 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 24 745 | 75,41 | 1 224 | 81,45 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 108 815 | 5 373 | ||||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 21 313 | 4,92 | 1 054 | 14,69 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 16 447 | 0,00 | 813 | 9,27 | ||||
| 2025-08-12 | 13F | Main Management LLC | 51 904 | 5,32 | 3 | 0,00 | ||||
| 2025-05-16 | 13F | Everstar Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 2 107 | 0,00 | 104 | 9,47 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 99 259 | −9,59 | 4 909 | −1,19 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 87 140 | 100,00 | 4 096 | 110,22 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 195 074 | −2,15 | 9 648 | 6,93 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 141 150 | 14,16 | 6 981 | 24,75 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 7 341 | −38,40 | 363 | −32,65 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 194 884 | 1,26 | 9 639 | 10,65 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 25 804 | −12,32 | 1 276 | −4,20 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 1 890 | −13,97 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 19 963 | −4,87 | 987 | 4,00 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 4 506 | −65,42 | 223 | −62,31 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 198 599 | 5,12 | 9 862 | 15,35 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 13 426 | 5,01 | 664 | 14,88 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 173 150 | 10,81 | 8 564 | 21,08 | ||||
| 2025-07-11 | 13F | Addis & Hill, Inc | 91 631 | −0,56 | 4 532 | 8,68 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 2 093 716 | −0,41 | 103 555 | 8,83 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3 623 | 0,69 | 179 | 10,49 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares | 115 298 | −8,40 | 5 703 | 0,11 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 572 342 | 5,25 | 28 308 | 15,02 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 113 | 28,50 | 451 | 40,19 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 906 | 0,00 | 243 | 9,01 | ||||
| 2025-08-13 | 13F | ESG Planning | 24 141 | 1 194 | ||||||
| 2025-07-31 | 13F | Mcdaniel Terry & Co | 4 078 | 202 | ||||||
| 2025-08-11 | 13F | Johnson Financial Group, LLC | 1 405 525 | 6,93 | 69 517 | 16,85 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 60 556 | −0,09 | 2 995 | 9,19 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 908 275 | 18,96 | 44 923 | 30,00 | ||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 69 195 | 0,93 | 3 422 | 10,32 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 55 567 | −3,00 | 2 748 | 6,02 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 1 109 125 | 1,11 | 54 846 | 10,49 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 428 340 | 10,25 | 21 186 | 20,48 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 208 157 | 4,09 | 10 295 | 13,76 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 4 755 | 235 | ||||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 42 728 | 5,26 | 2 113 | 15,02 | ||||
| 2025-08-05 | 13F | Tufton Capital Management | 19 694 | −0,66 | 1 | −100,00 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 37 859 | −0,26 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 39 904 | −1,60 | 1 974 | 7,52 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 8 668 | −4,30 | 429 | 4,65 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 36 741 | −1,89 | 1 817 | 7,26 | ||||
| 2025-07-11 | 13F | WealthBridge Investment Counsel Inc. | 118 450 | 5,93 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 29 162 | −1,71 | 1 442 | 11,78 | ||||
| 2025-08-14 | 13F | Seldon Capital Lp | 27 148 | 0,00 | 1 343 | 9,28 | ||||
| 2025-07-21 | 13F | Credential Securities Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 25 940 | −3,04 | 1 283 | 5,95 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 44 303 | −0,54 | 2 005 | −0,55 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 38 807 | 0,76 | 1 919 | 10,10 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 258 327 | −0,45 | 12 777 | 8,78 | ||||
| 2025-07-15 | 13F | Kopp Family Office, LLC | 358 490 | −7,49 | 17 731 | 1,09 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 516 560 | 4,13 | 25 549 | 13,80 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 8 210 | 1,91 | 406 | 11,54 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 465 603 | 3,30 | 23 | 15,00 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25 136 | 205,57 | 1 243 | 234,14 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 11 131 | 10,72 | 551 | 20,88 | ||||
| 2025-08-14 | 13F | Clientfirst Wealth Management, LLC | 11 180 | 0,00 | 553 | 9,09 | ||||
| 2025-07-09 | 13F | Sarasin & Partners LLP | 86 531 | 46,78 | 4 280 | 60,38 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 64 570 | 603,45 | 3 194 | 669,40 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 11 186 | −1,63 | 553 | 7,59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 49 226 | 9,88 | 2 435 | 20,08 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 9 615 | 4,47 | 476 | 14,18 | ||||
| 2025-07-21 | 13F | F&V Capital Management, LLC | 22 580 | 0,00 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Breed's Hill Capital LLC | 71 167 | −1,79 | 3 520 | 7,32 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 15 273 | −0,12 | 691 | 2,67 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 68 698 | 0,00 | 3 109 | 0,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 498 076 | 52,72 | 24 635 | 71,52 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 617 | 26,43 | 31 | 36,36 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 721 073 | 0,92 | 35 664 | 10,29 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Trustco Bank Corp N Y | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 17 425 | −1,75 | 862 | 7,36 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 15 771 | −3,06 | 780 | 5,98 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 25 041 | −24,14 | 1 239 | −17,08 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 20 821 | −0,16 | 1 030 | 9,12 | ||||
| 2025-08-01 | 13F | Banco Santander, S.A. | 399 412 | 29,78 | 19 755 | 41,82 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 7 648 | −9,73 | 378 | −1,31 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 63 114 | 2,41 | 3 122 | 11,90 | ||||
| 2025-05-07 | 13F | Accretive Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Team Hewins, LLC | 5 067 | 0,00 | 251 | 9,17 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 5 142 | 7,33 | 254 | 17,59 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 6 498 | −5,88 | 321 | 2,88 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 28 277 | −0,05 | 1 399 | 9,22 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 596 | −10,51 | 29 | −3,33 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 128 038 | 6 333 | ||||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 54 196 | 0,00 | 2 681 | 9,30 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 6 443 | −11,14 | 319 | −3,05 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 27 538 | 1 362 | ||||||
| 2025-08-06 | 13F | Ironwood Wealth Management, LLC. | 7 212 | −14,79 | 357 | −7,05 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 748 688 | −12,87 | 37 030 | −4,79 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 239 | 0,00 | 12 | 10,00 | ||||
| 2025-07-21 | 13F | Mendota Financial Group, LLC | 57 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 199 112 | −3,57 | 9 848 | 5,38 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 145 912 | 16,09 | 7 217 | 26,86 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 124 429 | −0,06 | 6 154 | 9,21 | ||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 90 894 | 4 496 | ||||||
| 2025-08-13 | 13F | Ark & Tlk Investments, Llc | 13 441 | −4,72 | 665 | 4,08 | ||||
| 2025-05-15 | 13F | OmniStar Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 056 | 3,60 | 398 | 16,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 186 425 | −1,69 | 9 221 | 10,42 | ||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 180 | 100,00 | 9 | 100,00 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 151 514 | 0,81 | 7 494 | 10,16 | ||||
| 2025-04-23 | 13F | St. Johns Investment Management Company, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 4 865 124 | −3,47 | 240 629 | 5,49 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 488 608 | 8,74 | 24 167 | 18,83 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 139 654 | −2,94 | 6 907 | 6,07 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 9 284 | 0,00 | 462 | 10,00 | ||||
| 2025-08-06 | 13F | Innealta Capital, Llc | 29 607 | −25,46 | 1 464 | −18,53 | ||||
| 2025-04-24 | 13F | Bull Street Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Aurelius Family Office LLC | 160 616 | 1,16 | 7 944 | 10,55 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 036 | 9,56 | 150 | 20,00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 9 318 | −24,42 | 463 | −17,35 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 628 | 0,06 | 81 | 9,59 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 18 136 | −3,46 | 897 | 5,41 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1 019 284 | 232,41 | 50 414 | 263,26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 660 151 | −11,82 | 32 651 | −3,64 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 234 934 | 7,49 | 11 620 | 17,46 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 10 999 | −6,41 | 544 | 2,45 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 1 395 | 210 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 75 651 | −1,76 | 3 742 | 7,35 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 221 569 | 1,86 | 10 959 | 11,31 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 421 259 | 17,92 | 20 835 | 28,87 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 26 042 | 0,65 | 1 288 | 9,99 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 17 144 | −57,68 | 848 | −53,79 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 43 | 0,00 | 2 | 100,00 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 44 560 | 9,40 | 2 203 | 19,53 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 6 018 | 18,19 | 298 | 31,42 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 16 406 | −15,84 | 811 | −8,05 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 318 | 0,00 | 14 | 0,00 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 12 665 | 42,14 | 626 | 68,28 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 617 331 | −0,87 | 30 533 | 8,33 | ||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 114 700 | −9,18 | 5 391 | −4,57 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 51 722 | −86,06 | 2 558 | −84,77 | ||||
| 2025-04-30 | 13F | Brown Financial Advisory | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Welch Group, LLC | 4 586 | 227 | ||||||
| 2025-08-26 | NP | ISNFX - Voya Solution 2030 Portfolio Class ADV | 19 538 | −3,54 | 966 | 5,46 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 50 | 0,00 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Riverview Capital Advisers, LLC | 5 846 | −6,51 | 289 | 2,12 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 1 606 | 46,00 | 79 | 61,22 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 56 699 | 0,16 | 2 838 | 10,77 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Call | 10 300 | 509 | |||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 713 188 | 11,45 | 32 315 | 4,65 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 112 824 327 | 3,48 | 5 580 291 | 13,08 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 11 946 | 0,11 | 591 | 6,31 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 4 412 | 0,00 | 218 | 9,55 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 12 754 | 0,35 | 631 | 9,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 100 | 5 | |||||
| 2025-05-08 | 13F | LGT Financial Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 6 923 | 1,15 | 342 | 10,68 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 263 310 | −37,29 | 13 | −31,58 | ||||
| 2025-08-08 | 13F | Westwood Holdings Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 90 310 | 0,46 | 4 466 | 9,78 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 57 422 | 2,17 | 2 840 | 11,68 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 15 312 | 40,19 | 763 | 75,17 | ||||
| 2025-08-07 | 13F | Tacita Capital Inc | 2 833 | 0,00 | 140 | 9,38 | ||||
| 2025-07-28 | 13F | Jag Capital Management, Llc | 5 515 | 0,00 | 273 | 9,24 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 56 707 | 68,89 | 2 805 | 84,60 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 6 672 | 0,17 | 330 | 9,63 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 522 | 13,97 | 26 | 25,00 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 152 819 | −0,13 | 7 558 | 9,14 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 8 181 | 12,89 | 405 | 23,55 | ||||
| 2025-07-24 | 13F | Ramirez Asset Management, Inc. | 2 818 | −3,29 | 139 | 6,11 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 3 682 836 | −3,19 | 182 153 | 5,80 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 5 112 512 | 9,30 | 252 865 | 19,44 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2 407 | −27,35 | 119 | −20,13 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 51 753 | −4,00 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 20 372 | 6,62 | 1 028 | 19,84 | ||||
| 2025-07-16 | 13F | American National Bank | 22 635 | 45,42 | 1 120 | 58,95 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 7 067 | 350 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 897 | 0,00 | 94 | 12,05 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 99 390 | 7,74 | 4 916 | 17,72 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 28 766 | −2,66 | 1 423 | 6,36 | ||||
| 2025-07-17 | 13F | C2C Wealth Management, LLC | 33 394 | −3,10 | 1 652 | 5,90 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 39 706 | 5,25 | 1 964 | 15,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 966 897 | −2,03 | 146 743 | 7,06 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 27 712 | −1,81 | 1 371 | 7,28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12 608 181 | 1,41 | 623 601 | 10,82 | ||||
| 2025-05-14 | 13F | Provida Pension Fund Administrator | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | NP | JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 | 238 676 | −1,05 | 11 218 | 3,97 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 6 364 | −5,21 | 315 | 3,63 | ||||
| 2025-07-15 | 13F | Define Financial, Llc | 195 835 | 0,22 | 9 686 | 15,02 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 387 | 50,58 | 19 | 72,73 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11 460 | −4,59 | 567 | 4,24 | ||||
| 2025-07-18 | 13F | Montgomery Investment Management Inc | 6 200 | 0,00 | 307 | 9,29 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 115 671 | −2,02 | 5 721 | 7,07 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 26 500 | 1 311 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 10 076 | 6,28 | 498 | 16,08 | ||||
| 2025-05-05 | 13F | Lunt Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 43 364 | −13,62 | 2 145 | −5,63 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 18 522 | 5,35 | 916 | 15,22 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 35 981 | 7,25 | 1 780 | 17,19 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 098 | 104 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 23 461 | 23,89 | 1 160 | 35,36 | ||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 4 155 | 205 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 12 810 | −30,14 | 634 | −21,56 | ||||
| 2025-07-30 | 13F | Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma | 1 986 | 0,00 | 98 | 11,36 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 4 484 | 0,00 | 222 | 9,41 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 14 249 | 3,08 | 705 | 12,64 | ||||
| 2025-08-14 | 13F | Capstone Investment Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-05-15 | 13F | Cullen Capital Management, LLC | 21 063 | −65,63 | 953 | −64,68 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 104 | 1,65 | 450 | 11,11 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7 862 | 13,81 | 389 | 24,36 | ||||
| 2025-08-11 | 13F | Alps Advisors Inc | 652 901 | 12,34 | 32 292 | 22,76 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 605 | 30 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 84 983 | 4 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 14 057 | 3,76 | 695 | 13,38 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 212 941 | 1,66 | 10 530 | 11,09 | ||||
| 2025-04-08 | 13F/A | iA Global Asset Management Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 9 996 | 17,81 | 0 | |||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 12 752 | 5,83 | 630 | 15,41 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 18 065 | −13,43 | 894 | −5,40 | ||||
| 2025-08-15 | 13F | TLT Family Holdco ULC | 538 350 | 26 627 | ||||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 396 | 20 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 567 397 | 41,90 | 77 523 | 55,06 | ||||
| 2025-07-01 | 13F | GP Brinson Investments LLC | 337 386 | −0,86 | 16 687 | 8,34 | ||||
| 2025-08-20 | 13F | North Dallas Bank & Trust Co | 22 605 | 1 118 | ||||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 16 636 | 2,65 | 823 | 12,14 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 6 026 | 17,70 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 4 294 167 | −0,47 | 212 390 | 8,77 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 60 000 | −36,22 | 2 716 | −34,47 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 3 620 | 179 | ||||||
| 2025-08-26 | NP | IRMPX - Voya Retirement Moderate Portfolio Class ADV | 259 501 | 12 835 | ||||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 58 246 | 2,67 | 2 881 | 12,19 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 106 700 | 0,68 | 5 277 | 10,03 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 113 388 | 4,29 | 5 608 | 13,98 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 10 722 | 10,71 | 530 | 21,00 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 58 608 | −17,24 | 2 899 | −9,55 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 64 | 0,00 | 3 | 50,00 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 212 | 0,00 | 11 | 11,11 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 6 116 | 302 | ||||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 18 470 | 0,00 | 914 | 9,34 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 122 187 | 6 043 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 7 119 | 352 | ||||||
| 2025-08-13 | 13F | Ally Financial Inc. | 470 000 | 0,00 | 23 246 | 9,28 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 5 453 | 55,14 | 270 | 69,18 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 89 563 | −26,94 | 4 430 | −20,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 49 164 716 | 4,23 | 2 431 687 | 13,90 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 1 630 927 | 6,02 | 80 666 | 15,86 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 14 216 | 0,40 | 703 | 9,84 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 7 041 | 17,02 | 348 | 27,94 | ||||
| 2025-07-18 | 13F | Parkside Investments, LLC | 18 330 | 0,61 | 907 | 9,95 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 18 001 | −17,35 | 890 | −9,64 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 308 121 | −0,95 | 15 240 | 8,24 | ||||
| 2025-08-12 | 13F | Ameraudi Asset Management, Inc. | 146 879 | −5,12 | 7 265 | 3,68 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 90 913 | 0,01 | 4 497 | 9,29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 37 996 | 2,03 | 1 947 | 13,67 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 7 135 | 121,10 | 353 | 141,10 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 22 617 | 1 119 | ||||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 195 | 0,00 | 10 | 12,50 | ||||
| 2025-08-29 | NP | JSPGX - Janus Henderson Global Allocation Fund - Growth Class T | 582 985 | −1,85 | 28 834 | 7,26 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 36 342 | −3,33 | 1 802 | 8,88 | ||||
| 2025-08-14 | 13F | Voya Investment Management Llc | 3 006 437 | 100,44 | 148 698 | 119,04 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 617 | 0,00 | 31 | 11,11 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 473 251 | 1,78 | 23 407 | 11,23 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 431 929 | −7,41 | 21 363 | 1,18 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 33 237 | 8,55 | 1 644 | 18,63 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 52 660 | 7,74 | 2 605 | 17,72 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 34 775 | −28,37 | 1 765 | −19,71 | ||||
| 2025-07-15 | 13F | Seven Post Investment Office LP | 64 355 | 0,16 | 3 183 | 9,42 | ||||
| 2025-07-23 | 13F | Hager Investment Management Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-14 | 13F | Bruce G. Allen Investments, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 12 159 | 0,00 | 601 | 9,27 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 76 149 | −2,02 | 3 766 | 7,08 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 13 900 | 0,00 | 687 | 9,22 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 8 578 | 380,29 | 424 | 443,59 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 45 680 | −0,58 | 2 259 | 8,66 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 111 643 | 3,09 | 5 522 | 12,65 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 285 113 | −29,15 | 14 102 | −22,58 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 8 317 | 55,55 | 411 | 69,83 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 15 052 | −27,97 | 744 | −21,27 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 39 477 | −0,31 | 1 953 | 8,93 | ||||
| 2025-05-01 | 13F | Cardinal Strategic Wealth Guidance | 0 | −100,00 | 0 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio | 76 662 | −10,07 | 3 792 | −1,74 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 965 020 | 1,08 | 48 | 9,30 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 91 | 0,00 | 5 | 0,00 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 64 583 | 1,84 | 3 194 | 11,29 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 185 162 | 28,74 | 9 158 | 40,70 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 87 584 | 2,05 | 4 332 | 11,51 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 106 | −6,59 | 55 | 1,89 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 214 | 208 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 115 731 | −6,09 | 5 724 | 2,64 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 5 851 | 0,00 | 289 | 9,47 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 18 453 | 233,21 | 913 | 264,80 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 24 583 | 936,82 | 1 216 | 1 035,51 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 30 | 30,43 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 40 193 | 118,35 | 1 988 | 138,54 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1 780 | 0,00 | 88 | 10,00 | ||||
| 2025-08-13 | 13F | Standard Family Office LLC | 181 722 | 0,00 | 8 988 | 9,28 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 197 694 | −0,97 | 9 778 | 8,22 | ||||
| 2025-07-31 | 13F | City State Bank | 37 721 | −0,23 | 1 866 | 9,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 11 982 | 0,04 | 593 | 9,23 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 8 339 284 | 0,04 | 412 461 | 9,32 | ||||
| 2025-08-14 | 13F | Alaska Permanent Fund Corp | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 694 413 | 2,31 | 34 346 | 11,80 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 333 059 | 0,48 | 16 | 6,67 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 104 436 | 49,60 | 5 165 | 63,50 | ||||
| 2025-07-30 | 13F | Fusion Family Wealth LLC | 2 087 330 | −3,87 | 103 239 | 5,05 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 107 989 | −0,53 | 5 341 | 8,71 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 8 686 | 0,33 | 430 | 9,72 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Bennett Associates Wealth Management | 60 418 | −1,95 | 2 988 | 7,14 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 81 229 | −23,69 | 4 018 | −16,61 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 135 291 | 2,75 | 6 691 | 12,28 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 234 077 | 0,00 | 11 577 | 9,28 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 2 091 | 6,20 | 104 | 15,73 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 2 770 | 0,00 | 0 | |||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10 030 | 6,92 | 498 | 15,58 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 494 544 | 0,15 | 24 460 | 9,45 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 10 707 | 0,00 | 530 | 9,30 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 158 003 | −3,15 | 7 815 | 5,84 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 86 900 | 4 298 | ||||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 40 822 | −1,33 | 2 019 | 7,85 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 12 950 | −1,60 | 640 | 7,56 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 223 119 | 3,83 | 11 035 | 13,46 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 22 985 | 1,48 | 1 137 | 10,83 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 7 460 | −1,01 | 369 | 7,92 | ||||
| 2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate ETF Allocation Fund (A) | 420 411 | −1,58 | 20 794 | 7,56 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 19 716 | −0,23 | 975 | 9,06 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 75 149 | 2,10 | 3 717 | 11,56 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 9 125 | 1,72 | 451 | 11,91 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 37 827 | −3,17 | 1 871 | 5,83 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 73 301 | −14,25 | 3 625 | −6,31 | ||||
| 2025-08-26 | NP | VSPAX - Voya Solution 2060 Portfolio Class ADV | 10 764 | −6,38 | 532 | 2,31 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 11 244 | 0,00 | 560 | 11,58 | ||||
| 2025-07-22 | 13F | DBK Financial Counsel, LLC | 76 783 | −1,15 | 3 798 | 8,02 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 752 283 | −3,08 | 136 128 | 20,17 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 13 688 | 3,36 | 677 | 13,02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 4 568 | 231 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 13 021 | −1,49 | 644 | 7,69 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 120 622 | −0,18 | 6 005 | 9,80 | ||||
| 2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 130 597 | 6 459 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 13 330 | −7,49 | 659 | 1,07 | ||||
| 2025-05-15 | 13F | Brandes Investment Partners, Lp | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 6 815 | 13,30 | 337 | 23,90 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 107 644 | −0,29 | 5 324 | 8,96 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 3 880 468 | 9,24 | 191 928 | 19,38 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 779 527 | 6,61 | 38 555 | 17,12 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 153 015 | 13,66 | 6 925 | 11 637,29 | ||||
| 2025-05-29 | 13F | Apeiron RIA LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 23 911 | 13,56 | 1 183 | 118 100,00 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 132 156 | 0,00 | 6 536 | 9,28 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 101 016 | 382,84 | 4 996 | 428,12 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 48 966 | −1,73 | 2 422 | 7,36 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 28 145 | 6,26 | 1 392 | 16,19 | ||||
| 2025-08-12 | 13F | Edmond De Rothschild Holding S.a. | 93 | 0,00 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 345 719 | −2,14 | 17 099 | 6,94 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 9 001 | −9,68 | 445 | −1,33 | ||||
| 2025-08-26 | NP | IRMGX - Voya Retirement Moderate Growth Portfolio Class ADV | 479 863 | 23 734 | ||||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 898 476 | 38 | ||||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 17 514 | −2,96 | 866 | 6,13 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 13 937 | −0,59 | 689 | 8,68 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 38 618 | −37,40 | 1 910 | −31,59 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 141 046 | 2,29 | 6 976 | 11,79 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 18 805 | −0,56 | 930 | 8,77 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 13 688 | 44,18 | 677 | 57,81 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 3 764 989 | 17,48 | 186 216 | 28,38 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 580 | 29 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 484 734 | −2,08 | 23 975 | 7,01 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 391 | 75,09 | 712 | 91,64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT DoubleLine Dynamic Allocation Portfolio Class IB | 90 300 | 188,50 | 4 466 | 215,40 | ||||
| 2025-07-15 | 13F | Wela Strategies, Inc. | 215 382 | 0,97 | 10 653 | 10,33 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 37 906 | 0,00 | 1 875 | 9,27 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 385 194 | 6,71 | 19 040 | 16,55 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 28 021 | 1,13 | 1 386 | 10,45 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 7 576 | −47,44 | 375 | −42,64 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 59 558 | −1,60 | 2 946 | 7,52 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 45 349 | 1,83 | 2 243 | 11,27 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 653 298 | 21,58 | 32 312 | 32,86 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 42 946 | −3,44 | 2 124 | 5,51 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 51 256 | −6,34 | 3 | 0,00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 483 | 16,67 | 24 | 27,78 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 5 685 | −7,97 | 281 | 0,72 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 35 378 | −21,94 | 1 750 | −14,72 | ||||
| 2025-07-30 | 13F | Sterling Investment Management, Inc. | 32 951 | −3,84 | 1 630 | 5,10 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 916 | 36,27 | 95 | 49,21 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9 895 | 3,66 | 499 | 15,28 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 22 300 | 5,69 | 1 103 | 15,51 | |||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 423 | 4,70 | 21 | 11,11 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 42 045 | −0,31 | 2 080 | 8,96 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 239 480 | 5,35 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 375 807 | −2,44 | 18 587 | 6,61 | ||||
| 2025-06-18 | NP | Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF | 377 829 | 1 758,11 | 17 097 | 1 795,34 | ||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 35 556 | 7,86 | 1 609 | 9,91 |
