Grundläggande statistik
Institutionella ägare | 2367 total, 2362 long only, 0 short only, 5 long/short - change of 1,37% MRQ |
Genomsnittlig portföljallokering | 0.9387 % - change of 1,96% MRQ |
Institutionella aktier (lång) | 1 366 354 569 (ex 13D/G) - change of 25,91MM shares 1,93% MRQ |
Institutionellt värde (lång) | $ 61 856 870 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF (US:VWO) har 2367 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 1,366,354,569 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 17, 2025 is 54,52 / share. Previously, on September 18, 2024, the share price was 44,52 / share. This represents an increase of 22,46% 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
.
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 | ||||
2025-07-16 | 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 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 0 | −100,00 | 0 | −100,00 | ||||
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 | ||||
2025-07-15 | 13F | Kagan Cocozza Asset Management | 86 686 | 1,99 | 4 287 | 11,47 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 8 797 | 0,11 | 435 | 9,57 | ||||
2025-08-06 | 13F | Raelipskie Partnership | 267 408 | 1,61 | 13 226 | 11,04 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 26 181 | 1 295 | ||||||
2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 36 727 | 1 817 | ||||||
2025-07-17 | 13F | Leverty Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 708 151 | 14,49 | 84 | 25,37 | ||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 4 717 | 0,00 | 233 | 9,39 | ||||
2025-08-11 | 13F | Morling Financial Advisors, LLC | 15 250 | −14,60 | 754 | −6,68 | ||||
2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 17 167 | −43,56 | 849 | −38,30 | ||||
2025-07-29 | 13F | Semitam Bonam Llc | 4 171 | 206 | ||||||
2025-08-06 | 13F | Hallmark Capital Management Inc | 30 117 | −1,99 | 1 490 | 7,12 | ||||
2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Affinity Capital Advisors, LLC | 8 933 | 34,13 | 442 | 53,66 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 179 171 | 0,95 | 8 862 | 10,32 | ||||
2025-08-04 | 13F | Balentine LLC | 11 439 | 1,22 | 566 | 10,57 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 46 341 | 112,98 | 2 292 | 132,93 | ||||
2025-07-24 | 13F | Callan Family Office, LLC | 197 720 | 2,73 | 9 779 | 12,27 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 214 306 | −0,84 | 10 600 | 8,36 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 20 613 | 45,37 | 1 020 | 58,97 | ||||
2025-07-14 | 13F | Gries Financial Llc | 7 422 | −12,73 | 367 | −4,43 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 1 702 | 0,00 | 0 | |||||
2025-07-18 | 13F | Rogco, Lp | 2 289 | 0,00 | 113 | 9,71 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Moderate Growth ETF Allocation Fund (A) | 1 015 479 | −1,56 | 50 226 | 7,58 | ||||
2025-07-23 | 13F | L.K. Benson & Company, P.C. | 15 540 | −3,26 | 769 | 5,64 | ||||
2025-08-08 | 13F | Fiera Capital Corp | 85 360 | 0,00 | 4 222 | 9,27 | ||||
2025-07-17 | 13F | Wolff Wiese Magana Llc | 17 | −45,16 | 1 | −100,00 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 231 | 0,00 | 11 | 10,00 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 304 750 | 4 672,34 | 70 | −97,80 | ||||
2025-08-13 | 13F | Hsbc Holdings Plc | 22 400 | −0,00 | 1 108 | 9,28 | ||||
2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 4 747 | −1,90 | 235 | 6,85 | ||||
2025-07-08 | 13F | Peirce Capital Management, LLC | 10 783 | 0,00 | 533 | 9,22 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 181 213 | 1,42 | 8 963 | 10,82 | ||||
2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 3 337 | 8,41 | 165 | 18,71 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 10 635 | −21,63 | 539 | −12,21 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 216 974 | −45,43 | 10 732 | −40,37 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Councilmark Asset Management, LLC | 8 840 | 0,00 | 437 | 9,25 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 90 372 | 2,74 | 4 470 | 12,26 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-04-09 | 13F | Compass Investment Advisers LLC | 10 237 | 451 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 2 166 641 | 21,10 | 107 162 | 32,33 | ||||
2025-07-28 | 13F | Patten & Patten Inc/tn | 6 625 | −26,39 | 328 | −19,66 | ||||
2025-08-13 | 13F | River Wealth Advisors LLC | 11 919 | −2,60 | 590 | 6,51 | ||||
2025-07-11 | 13F | Seacrest Wealth Management, Llc | 7 715 | −9,58 | 382 | −1,30 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 218 091 | 1,39 | 10 787 | 10,80 | ||||
2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 182 | 7,57 | 370 | 11,45 | ||||
2025-07-11 | 13F | Rockwood Wealth Management, LLC | 25 087 | 6,37 | 1 241 | 16,21 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 12 114 | −1,78 | 599 | 7,35 | ||||
2025-08-11 | 13F | Monashee Investment Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 4 455 | 0,00 | 220 | 9,45 | ||||
2025-07-23 | 13F | Matisse Capital | 7 107 | 0,00 | 352 | 9,35 | ||||
2025-07-28 | 13F | Davidson Trust Co | 33 093 | 9,01 | 1 637 | 19,07 | ||||
2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 277 061 | 307 745,56 | 13 703 | 342 475,00 | ||||
2025-07-10 | 13F | Kozak & Associates, Inc. | 13 | −89,43 | 1 | −100,00 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 269 164 | 90,97 | 13 313 | 108,68 | ||||
2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 72 839 | −11,92 | 3 296 | −10,24 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 27 247 | −1,34 | 1 348 | 7,76 | ||||
2025-08-14 | 13F | First Foundation Advisors | 4 834 | 0,00 | 239 | 9,63 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 13 486 | 0,00 | 667 | 9,34 | ||||
2025-08-14 | 13F | Destination Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Ancora Advisors, LLC | 120 350 | −1,32 | 5 953 | 7,83 | ||||
2025-05-07 | 13F | Bearing Point Capital, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Kaizen Financial Strategies | 18 381 | 18,79 | 909 | 29,86 | ||||
2025-08-08 | 13F | Petix & Botte Co | 16 588 | 0,05 | 820 | 9,33 | ||||
2025-08-14 | 13F | RPTC Inc. | 221 235 | 0,21 | 10 942 | 9,51 | ||||
2025-07-18 | 13F | Heritage Financial Services, LLC | 6 924 | −5,40 | 342 | 3,32 | ||||
2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26 642 | −35,20 | 1 318 | −29,19 | ||||
2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 37 369 | 0,01 | 1 848 | 9,28 | ||||
2025-08-26 | NP | ISQAX - Voya Solution 2035 Portfolio Class ADV | 177 825 | −4,07 | 8 795 | 4,84 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 14 323 | 6,52 | 708 | 16,45 | ||||
2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 1 427 947 | −10,68 | 70 626 | −2,39 | ||||
2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 41 996 | −18,85 | 2 077 | −11,32 | ||||
2025-07-23 | 13F | HTG Investment Advisors, Inc. | 13 674 | 0,00 | 676 | 9,39 | ||||
2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Forum Private Client Group LLC | 5 716 | 9,84 | 283 | 20,00 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 194 632 | 12,53 | 9 627 | 22,97 | ||||
2025-08-12 | 13F/A | Brightwater Advisory LLC | 59 234 | −0,30 | 2 930 | 8,93 | ||||
2025-07-16 | 13F/A | CX Institutional | 17 595 | 0,47 | 1 | |||||
2025-07-02 | 13F | Helen Stephens Group, LLC | 337 773 | −1,39 | 16 706 | 7,76 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1 228 | 61 | ||||||
2025-08-13 | 13F | Allium Financial Advisors, Llc | 6 190 | 306 | ||||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 161 399 | −65,70 | 7 983 | −62,52 | ||||
2025-08-28 | NP | DMCY - DEMOCRACY INTERNATIONAL FUND Shares | 17 233 | 10,33 | 852 | 20,68 | ||||
2025-07-07 | 13F | General Partner, Inc. | 36 998 | 0,00 | 1 830 | 9,26 | ||||
2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 5 004 | 0,00 | 247 | 9,29 | ||||
2025-05-08 | 13F | Thornburg Investment Management Inc | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | McMill Wealth Management | 5 035 | 0,00 | 249 | 9,25 | ||||
2025-07-15 | 13F | BCS Wealth Management | 26 955 | 0,28 | 1 | 0,00 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 527 027 | 0,37 | 26 586 | 11,87 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 92 133 | 5,04 | 4 557 | 14,76 | ||||
2025-08-01 | 13F | Penobscot Wealth Management | 202 893 | 6,48 | 10 035 | 16,37 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 30 204 | 37,65 | 1 494 | 50,35 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 40 702 | −0,69 | 2 013 | 8,52 | ||||
2025-08-11 | 13F | von Borstel & Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Amundi | 361 661 | 0,00 | 18 011 | 11,59 | ||||
2025-07-29 | 13F | TFC Financial Management | 6 815 | 0,00 | 337 | 9,42 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 8 248 | −67,75 | 408 | −64,82 | ||||
2025-07-14 | 13F | Northland Capital Management LLC | 55 498 | 16,57 | 2 745 | 27,39 | ||||
2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Exchange Bank | 8 133 | 0,71 | 402 | 10,14 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 580 | 33,64 | 26 | 0,00 | ||||
2025-08-26 | NP | IASPX - Voya Solution 2055 Portfolio Class ADV | 53 064 | −3,89 | 2 625 | 5,04 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 318 651 | 3,16 | 16 | 7,14 | ||||
2025-07-16 | 13F | Vision Capital Management, Inc. | 582 881 | 7,82 | 28 829 | 17,82 | ||||
2025-08-13 | 13F | Arrowstreet Capital, Limited Partnership | 494 297 | 24 448 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 136 975 | 3,22 | 6 775 | 12,81 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 126 403 | −4,43 | 6 252 | 4,44 | ||||
2025-07-22 | 13F | Joule Financial, LLC | 148 145 | 0,33 | 7 327 | 9,65 | ||||
2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Ballentine Partners, LLC | 2 732 837 | 5,46 | 135 166 | 15,24 | ||||
2025-07-30 | 13F | Rothschild Capital Partners, LLC | 8 013 | −36,16 | 396 | −30,28 | ||||
2025-08-07 | 13F | Palisade Asset Management, LLC | 20 539 | 2,86 | 1 016 | 12,40 | ||||
2025-08-07 | 13F | Everhart Financial Group, Inc. | 275 348 | −8,54 | 13 619 | −0,06 | ||||
2025-08-14 | 13F | Disciplina Capital Management LLC | 39 324 | 0,00 | 1 945 | 9,27 | ||||
2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 854 | 2,03 | 834 | 11,51 | ||||
2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 42 149 | −39,26 | 2 085 | −33,63 | ||||
2025-08-12 | 13F | Argent Trust Co | 62 843 | 20,22 | 3 108 | 31,42 | ||||
2025-08-13 | 13F | Fisher Asset Management, LLC | 8 530 | −56,85 | 422 | −52,91 | ||||
2025-05-15 | 13F | Clark Capital Management Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Old Second National Bank Of Aurora | 4 234 | −69,16 | 209 | −66,34 | ||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 2 107 | −2,14 | 104 | 7,22 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 118 579 | −15,95 | 5 883 | −7,88 | ||||
2025-07-07 | 13F | Upper Left Wealth Management, LLC | 55 708 | −15,98 | 2 755 | −8,20 | ||||
2025-07-25 | 13F | Lion Street Advisors, LLC | 10 848 | 3,00 | 537 | 12,61 | ||||
2025-08-11 | 13F | Advisor Resource Council | 4 863 | −98,70 | 241 | −98,57 | ||||
2025-08-08 | 13F | Thrive Capital Management, LLC | 108 960 | 5 389 | ||||||
2025-08-14 | 13F | Laird Norton Trust Company, Llc | 499 403 | −2,39 | 24 700 | 6,67 | ||||
2025-07-09 | 13F | Alesco Advisors Llc | 518 732 | −1,24 | 25 656 | 7,93 | ||||
2025-07-18 | 13F | Swp Financial Llc | 67 221 | 66,79 | 3 325 | 82,24 | ||||
2025-07-29 | 13F | Aspiriant, Llc | 108 842 | 0,48 | 5 383 | 9,81 | ||||
2025-08-05 | 13F | Navalign, LLC | 36 593 | −2,55 | 1 810 | 6,47 | ||||
2025-08-14 | 13F | Becker Capital Management Inc | 88 776 | −3,41 | 4 391 | 5,55 | ||||
2025-07-23 | 13F | Madden Advisory Services, Inc. | 15 316 | 4,81 | 758 | 14,52 | ||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 67 327 | 3,33 | 3 330 | 12,92 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 67 758 | 0,34 | 3 414 | 12,68 | ||||
2025-08-15 | 13F | Zuckerman Investment Group, LLC | 513 043 | 2,66 | 25 375 | 12,19 | ||||
2025-04-11 | 13F | Safeguard Financial, LLC | 7 045 | 49,67 | 319 | 53,62 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 9 184 | 0,27 | 454 | 9,66 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | Call | 4 200 | 2 000,00 | 208 | 2 200,00 | |||
2025-08-11 | 13F | One Capital Management, LLC | 35 262 | 2,26 | 1 744 | 11,79 | ||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 31 365 | −0,95 | 1 551 | 8,23 | ||||
2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 76 847 | −0,65 | 3 801 | 8,57 | ||||
2025-04-11 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 7 488 072 | 1,54 | 370 366 | 10,96 | ||||
2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 8 020 | 0,00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 16 451 | 1,59 | 814 | 11,07 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 92 937 | 40,61 | 4 590 | 53,31 | ||||
2025-06-03 | 13F | Invst, LLC | 133 202 | 1 799,90 | 6 029 | 1 857,14 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 4 141 888 | 2,91 | 204 858 | 12,46 | ||||
2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 700 | 0,00 | 35 | 9,68 | ||||
2025-08-12 | 13F | White Pine Capital Llc | 12 304 | 0,00 | 609 | 9,35 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 744 286 | −3,46 | 36 812 | 5,50 | ||||
2025-07-24 | 13F | Trevian Wealth Management LLC | 102 351 | −16,92 | 5 | 0,00 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15 061 | 2,76 | 745 | 12,22 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 15 268 | 1 291,80 | 630 | 1 185,71 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Retirement Planning Group | 77 491 | −3,02 | 3 833 | 5,97 | ||||
2025-07-23 | 13F | Peak Financial Management, Inc. | 20 919 | 0,89 | 1 035 | 10,23 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 1 950 | 0,05 | 96 | 9,09 | ||||
2025-08-07 | 13F | Nwam Llc | 62 577 | 21,70 | 3 133 | 34,59 | ||||
2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 17 703 | −0,22 | 876 | 9,10 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 14 618 | 2,11 | 723 | 11,59 | ||||
2025-07-25 | 13F | Keener Financial Planning LLC | 221 336 | 18,17 | 11 | 25,00 | ||||
2025-07-31 | 13F | 180 Wealth Advisors, Llc | 189 123 | 5,08 | 9 354 | 14,84 | ||||
2025-04-30 | 13F | Banque Pictet & Cie Sa | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 39 182 | −0,72 | 1 939 | 8,51 | ||||
2025-08-14 | 13F | DecisionPoint Financial, LLC | 14 897 | −2,56 | 740 | 6,95 | ||||
2025-07-22 | 13F | Orca Wealth Management, LLC | 5 173 | 0,29 | 256 | 9,44 | ||||
2025-07-18 | 13F | Trilogy Capital Inc. | 17 717 | −50,01 | 876 | −45,35 | ||||
2025-08-12 | 13F | Accredited Wealth Management, LLC | 700 | 0,00 | 35 | 9,68 | ||||
2025-07-28 | 13F | Twin Tree Management, LP | 276 131 | 93,20 | 13 657 | 111,15 | ||||
2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | SWS Partners | 93 905 | 12,71 | 4 645 | 23,15 | ||||
2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 159 826 | 1,00 | 7 905 | 10,36 | ||||
2025-08-19 | 13F | Anchor Investment Management, LLC | 5 992 | 0,02 | 296 | 9,23 | ||||
2025-07-17 | 13F | MBA Advisors LLC | 9 808 | 2,79 | 485 | 12,53 | ||||
2025-08-14 | 13F | Talon Private Wealth, LLC | 119 782 | 15,70 | 5 924 | 27,32 | ||||
2025-08-14 | 13F | Michelson Medical Research Foundation, Inc. | 127 630 | 0,00 | 6 313 | 9,28 | ||||
2025-07-28 | 13F | Private Wealth Asset Management, LLC | 43 850 | 0,00 | 2 169 | 9,27 | ||||
2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 62 923 | −5,28 | 2 957 | −0,47 | ||||
2025-08-13 | 13F | American Investment Services, Inc. | 72 391 | −4,01 | 3 580 | 4,89 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 10 594 | 0,00 | 524 | 9,19 | ||||
2025-08-11 | 13F | FSA Wealth Management LLC | 164 703 | −9,13 | 8 146 | −0,69 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 295 512 | 6,76 | 14 616 | 16,68 | ||||
2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 354 584 | 4,66 | 17 538 | 14,37 | ||||
2025-05-01 | 13F | Harmony Asset Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 4 730 | 234 | 5,91 | |||||
2025-08-12 | 13F | Waddell & Associates, Llc | 4 217 | −10,64 | 209 | −2,35 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12 800 927 | 8,89 | 633 134 | 19,00 | ||||
2025-07-31 | 13F | Alamar Capital Management, LLC | 9 836 | −7,78 | 486 | 0,83 | ||||
2025-07-15 | 13F | Attessa Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Laffer Investments | 14 421 | 131,59 | 713 | 153,74 | ||||
2025-07-21 | 13F | J2 Capital Management Inc | 17 330 | 4,17 | 857 | 13,96 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251 653 | 1,65 | 12 447 | 11,09 | ||||
2025-07-22 | 13F | Stanich Group LLC | 5 492 | −3,90 | 273 | 5,43 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 216 086 | 0,38 | 10 688 | 9,70 | ||||
2025-07-22 | 13F | Accel Wealth Management | 6 937 | 6,79 | 343 | 17,06 | ||||
2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 18 389 | −2,23 | 1 | |||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 5 468 | 0,00 | 270 | 9,31 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 6 711 | 0,00 | 332 | 9,24 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 11 113 | 10,22 | 550 | 20,39 | ||||
2025-08-07 | 13F | Rathbone Brothers plc | 133 405 | 4,78 | 6 598 | 14,51 | ||||
2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 111 601 | 6,10 | 5 520 | 15,95 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 109 951 | 3,95 | 5 438 | 13,60 | ||||
2025-08-14 | 13F | Wit, Llc | 36 463 364 | 5,92 | 1 803 478 | 15,74 | ||||
2025-07-07 | 13F | First Citizens Financial Corp | 36 364 | −22,40 | 1 799 | −15,19 | ||||
2025-05-07 | 13F | Ironsides Asset Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Partners in Financial Planning | 305 905 | −2,09 | 15 130 | 6,99 | ||||
2025-07-14 | 13F | Chapin Davis, Inc. | 28 233 | 2,49 | 1 396 | 12,04 | ||||
2025-07-17 | 13F | Summit Financial Strategies, Inc. | 74 746 | 0,60 | 3 697 | 9,93 | ||||
2025-07-18 | 13F | Columbia Asset Management | 14 423 | 0,29 | 713 | 9,69 | ||||
2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 50 | 0,00 | 2 | 0,00 | ||||
2025-07-29 | 13F | Activest Wealth Management | 5 910 | −2,25 | 292 | 6,96 | ||||
2025-08-11 | 13F | Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 17 900 | 0,00 | 1 | |||||
2025-08-14 | 13F | Note Advisors, LLC | 9 425 | −37,10 | 466 | −31,27 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 30 686 | 6,02 | 1 518 | 15,89 | ||||
2025-08-14 | 13F | TT Capital Management LLC | 7 998 | 372 | ||||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 597 | 0,00 | 30 | 7,41 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 7 185 | 0,07 | 355 | 9,57 | ||||
2025-07-02 | 13F | Howard Financial Services, Ltd. | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 28 393 | −1,66 | 1 404 | 7,50 | ||||
2025-08-13 | 13F | Millington Financial Advisors, LLC | 3 973 | 204 | ||||||
2025-08-05 | 13F | NewSquare Capital LLC | 150 998 | 0,47 | 7 468 | 9,79 | ||||
2025-07-25 | 13F | Cwm, Llc | 138 033 | 1,62 | 7 | 0,00 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 42 365 | −1,19 | 2 095 | 7,99 | ||||
2025-08-29 | NP | JSPCX - Janus Henderson Global Allocation Fund - Conservative Class T | 175 406 | −1,02 | 8 676 | 8,17 | ||||
2025-08-14 | 13F | Common Fund For Nonprofit Organizations | 139 445 | −44,55 | 6 897 | −39,41 | ||||
2025-07-23 | 13F | Charter Trust Co | 216 925 | 1,62 | 10 729 | 11,05 | ||||
2025-08-14 | 13F | Quantitative Investment Management, LLC | 33 597 | 2 | ||||||
2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 1 584 | 0,00 | 78 | 9,86 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 414 046 | 19,23 | 20 479 | 30,30 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 41 089 | 14,33 | 2 032 | 24,97 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 462 | 23 | ||||||
2025-08-06 | 13F | S&t Bank/pa | 1 629 | −2,51 | 81 | 6,67 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 159 | 0,00 | 8 | 0,00 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 3 517 | 0,43 | 159 | 3,25 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 216 073 | 6,16 | 10 687 | 16,01 | ||||
2025-08-06 | 13F | Thompson Siegel & Walmsley Llc | 7 818 | 0,00 | 0 | |||||
2025-09-05 | 13F/A | Prospera Capital Management, LLC | 5 409 | 7,75 | 268 | 17,62 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 198 651 | −1,84 | 9 825 | 7,27 | ||||
2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 9 374 | 13,65 | 464 | 24,13 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 61 416 | 1,65 | 3 038 | 11,08 | ||||
2025-08-08 | 13F | Burling Wealth Partners, Llc | 49 909 | −2,53 | 2 468 | 6,52 | ||||
2025-07-18 | 13F | Naples Global Advisors, Llc | 94 131 | 0,14 | 4 656 | 9,43 | ||||
2025-07-22 | 13F | Journey Beyond Wealth, LLC | 91 394 | 29,97 | 4 520 | 42,05 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 158 | 0,00 | 8 | 0,00 | ||||
2025-05-14 | 13F | Quartz Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Northstar Advisory Group, LLC | 5 106 | −1,64 | 253 | 7,69 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 13 993 | −0,03 | 692 | 9,32 | ||||
2025-07-17 | 13F | Applied Capital LLC | 150 200 | 1,63 | 7 429 | 11,05 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 6 090 | 3,71 | 301 | 13,58 | ||||
2025-07-24 | 13F | True Link Financial Advisors, LLC | 12 176 | 0,22 | 602 | 9,65 | ||||
2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 5 000 | 0,00 | 247 | 9,29 | ||||
2025-05-05 | 13F | Morningstar Investment Services LLC | 235 987 | −48,76 | 11 | −50,00 | ||||
2025-08-08 | 13F | Atlanta Consulting Group Advisors, LLC | 8 511 | 0,00 | 421 | 9,09 | ||||
2025-07-30 | 13F | Forum Financial Management, LP | 12 248 | 5,96 | 606 | 15,68 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 24 203 666 | −0,12 | 1 197 113 | 9,15 | ||||
2025-08-05 | 13F | Huntington National Bank | 173 896 | 14,13 | ||||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 218 130 | 9,65 | 10 789 | 19,83 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 4 406 | 218 | ||||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 5 473 | −12,54 | 271 | −4,59 | ||||
2025-07-28 | 13F | Bridges Investment Management Inc | 3 226 154 | 2,01 | 159 566 | 11,47 | ||||
2025-07-14 | 13F | Chico Wealth RIA | 4 705 | −0,53 | 233 | 8,41 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 522 | 0,00 | 26 | 8,70 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 304 | −21,24 | 15 | −11,76 | ||||
2025-07-11 | 13F | Petredis Investment Advisors Llc | 302 086 | 905,14 | 14 941 | 998,60 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 11 454 | 37,62 | 567 | 50,53 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 19 330 | 38,99 | 956 | 51,99 | ||||
2025-07-30 | 13F | Arbor Investment Advisors, LLC | 538 604 | −0,75 | 26 639 | 8,46 | ||||
2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 122 975 | −1,29 | 6 082 | 7,88 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 40 823 | −8,42 | 2 019 | 0,10 | ||||
2025-08-08 | 13F | Brickley Wealth Management | 58 334 | 0,15 | 2 885 | 9,45 | ||||
2025-07-15 | 13F | Droms Strauss Advisors Inc /mo/ /adv | 4 267 | 211 | ||||||
2025-07-22 | 13F | Windward Private Wealth Management Inc. | 256 427 | −0,55 | 12 683 | 8,67 | ||||
2025-07-23 | 13F | Woodside Wealth Management LLC | 4 931 | 0,00 | 244 | 8,97 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 28 954 | 1,49 | 1 432 | 10,92 | ||||
2025-04-09 | 13F | Fragasso Group Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 1 880 | 14,22 | 93 | 25,68 | ||||
2025-07-18 | 13F | Arcadia Wealth Management, LLC | 238 188 | 7,19 | 11 781 | 17,14 | ||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 165 991 | −6,60 | 8 210 | 2,05 | ||||
2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 4 417 | 218 | ||||||
2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 5 527 | 0,09 | 273 | 9,64 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 2 448 | 434,50 | 72 | 260,00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 1 676 535 | 2,78 | 82 921 | 12,32 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 3 768 | 2,17 | 186 | 12,05 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 31 560 | −1,89 | 1 561 | 7,22 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 60 362 | 23,78 | 2 985 | 35,25 | ||||
2025-08-29 | 13F | Total Investment Management Inc | 267 | 13 | ||||||
2025-08-12 | 13F | Laurel Wealth Advisors LLC | 4 600 | 4 846,24 | 0 | −100,00 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 34 088 | 16,76 | 1 686 | 27,55 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 399 555 | 1,71 | 19 762 | 11,15 | ||||
2025-08-14 | 13F | Waterford Advisors, LLC | 1 357 | −99,29 | 9 847 | 13,89 | ||||
2025-07-30 | 13F | Studio Investment Management Llc | 25 013 | −3,34 | 1 237 | 5,64 | ||||
2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 259 493 | 6,79 | 12 835 | 16,69 | ||||
2025-07-29 | 13F | Stordahl Capital Management, Inc. | 13 206 | −1,83 | 653 | 7,40 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 41 815 | 23,26 | 2 068 | 34,72 | ||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 184 005 | −3,23 | 9 138 | 5,83 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 140 292 | −1,22 | 6 939 | 7,93 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 1 933 506 | 5,92 | 94 297 | 14,25 | ||||
2025-07-31 | 13F | Brighton Jones Llc | 84 768 | 2,42 | 4 193 | 11,94 | ||||
2025-07-10 | 13F | Orgel Wealth Management, LLC | 5 164 | −22,46 | 255 | −15,28 | ||||
2025-07-25 | 13F | Sharp Financial Services, LLC | 26 669 | 10,20 | 1 319 | 20,46 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Narus Financial Partners, LLC | 23 481 | 1,75 | 1 161 | 11,21 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 66 558 | −1,96 | 3 291 | 7,16 | ||||
2025-08-13 | 13F | Global Endowment Management, LP | 298 000 | 0,00 | 14 739 | 9,28 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 4 661 | 0,02 | 231 | 9,52 | ||||
2025-07-22 | 13F | Powell Investment Advisors, LLC | 47 689 | 0,18 | 2 359 | 9,47 | ||||
2025-07-25 | 13F | GFS Advisors, LLC | 503 370 | −1,43 | 24 897 | 7,72 | ||||
2025-07-10 | 13F | Security National Bank | 2 392 | −2,21 | 118 | 7,27 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 7 103 | −84,93 | 351 | −3,04 | ||||
2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 19 999 | −4,00 | 940 | 0,86 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 71 616 772 | 4,52 | 3 542 166 | 14,22 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 49 028 | 17,19 | 2 425 | 28,05 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2 196 | −11,49 | 109 | −3,57 | ||||
2025-07-18 | 13F | Cohen Klingenstein LLC | 43 329 | 0,00 | 2 143 | 9,28 | ||||
2025-07-15 | 13F | Kraft Asset Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 | 392 980 | −2,93 | 18 470 | 2,00 | ||||
2025-08-08 | 13F | Compass Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 107 272 | 2,42 | 5 306 | 11,92 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 108 170 | 41,34 | 5 350 | 54,49 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 18 340 | 13,62 | 907 | 24,25 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 155 423 | 4,01 | 7 687 | 13,68 | ||||
2025-08-11 | 13F | Angeles Investment Advisors, LLC | 25 087 | 4,54 | 1 241 | 14,18 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 247 142 | −31,10 | 12 224 | −24,71 | ||||
2025-08-08 | 13F | VERITY Wealth Advisors | 86 117 | −0,01 | 4 259 | 9,26 | ||||
2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 225 902 | 11 173 | ||||||
2025-08-14 | 13F | Newport Capital Group, LLC | 71 323 | 2,36 | 3 528 | 11,86 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 437 463 | −0,44 | 21 637 | 8,79 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 15 110 | 9,96 | 747 | 20,29 | ||||
2025-07-28 | 13F | Aries Wealth Management | 39 148 | 0,17 | 1 936 | 9,50 | ||||
2025-08-07 | 13F | Midwest Trust Co | 327 270 | 16 187 | ||||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 9 671 | −11,97 | 478 | −3,82 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 131 249 | −6,07 | 6 492 | 2,66 | ||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 4 388 | −13,64 | 217 | −5,24 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 323 109 | 2,55 | 15 981 | 11,98 | ||||
2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-23 | 13F | High Note Wealth, LLC | 1 548 | −0,90 | 77 | 8,57 | ||||
2025-08-14 | 13F | Financial Advisors Network, Inc. | 542 921 | 5,65 | 26 853 | 15,45 | ||||
2025-08-12 | 13F | Fortis Capital Management LLC | 27 785 | 374,55 | 1 374 | 420,45 | ||||
2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 31 461 | −13,08 | 1 556 | −5,01 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 4 679 | 0,21 | 231 | 9,48 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 5 170 | −31,96 | 256 | −25,66 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 53 159 | −0,48 | 2 629 | 8,77 | ||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 106 042 | 0,95 | 5 245 | 10,31 | ||||
2025-04-29 | 13F | Financiere des Professionnels - Fonds d,investissement inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 26 693 | 0,00 | 1 320 | 9,27 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 32 286 | 22,94 | 1 597 | 34,34 | ||||
2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 58 989 | 177,82 | 2 918 | 203,54 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 6 773 | 20,49 | 335 | 31,89 | ||||
2025-08-06 | 13F | Spurstone Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-08-18 | 13F | Front Row Advisors LLC | 5 524 | −6,77 | 273 | 1,87 | ||||
2025-07-14 | 13F | Friday Financial | 22 539 | 2,86 | 1 115 | 11,96 | ||||
2025-07-22 | 13F | Kickstand Ventures, Llc. | 102 029 | −6,31 | 5 046 | 2,39 | ||||
2025-07-28 | 13F | Nexus Investment Management ULC | 2 457 | 0,00 | 122 | −23,90 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 227 | 61 | ||||||
2025-08-15 | 13F | Great West Life Assurance Co /can/ | 24 177 | 11,99 | 1 | |||||
2025-07-15 | 13F | Gpwm Llc | 176 394 | −3,22 | 8 724 | 5,77 | ||||
2025-07-22 | 13F | Clarius Group, LLC | 32 725 | 2,71 | 1 619 | 12,21 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Generation Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 23 187 | 1,13 | 1 147 | 10,51 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 2 876 | −7,14 | 142 | 1,43 | ||||
2025-08-05 | 13F | Ellevest, Inc. | 337 110 | −81,43 | 16 673 | −79,70 | ||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 61 403 | 8,00 | 3 037 | 17,99 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 5 595 | 2,12 | 277 | 11,74 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 94 067 | −14,00 | 4 653 | −6,02 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 2 490 439 | 0,34 | 123 177 | 9,66 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 10 501 | 0,00 | 519 | 9,05 | ||||
2025-07-21 | 13F | Andina Capital Management, LLC | 102 872 | 24,07 | 5 088 | 35,61 | ||||
2025-08-20 | NP | POPULAR TOTAL RETURN FUND INC - Popular Total Return Fund Class A Shares | 41 924 | −2,33 | 2 074 | 6,75 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 4 292 | 0,00 | 187 | 2,75 | ||||
2025-07-30 | 13F | Chokshi & Queen Wealth Advisors, Inc | 15 650 | 0,00 | 774 | 9,32 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Lazard Asset Management Llc | 34 535 | −40,12 | 2 | −50,00 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 92 416 | −0,27 | 4 571 | 8,99 | ||||
2025-08-07 | 13F | Prime Buchholz LLC | 264 129 | 0,01 | 13 064 | 9,29 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 5 748 | 284 | ||||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 69 675 | 32,62 | 3 446 | 44,91 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 148 | 0,00 | 0 | |||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 1 885 | 0,00 | 93 | 9,41 | ||||
2025-07-14 | 13F | Ai Financial Services Llc | 44 052 | 0,98 | 2 179 | 10,33 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 15 138 | −11,68 | 749 | −3,48 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 4 982 | 246 | ||||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 24 335 | −8,62 | 1 204 | −0,17 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 7 121 | 2,59 | 352 | 12,10 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 6 768 | −49,11 | 335 | −44,43 | ||||
2025-07-18 | 13F | Gold Investment Management Ltd. | 19 375 | 1,25 | 962 | 11,21 | ||||
2025-08-11 | 13F | Brown Wealth Management, Llc | 13 024 | 14,00 | 644 | 24,56 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 6 263 | 0,21 | 310 | 9,57 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 11 807 | −10,22 | 584 | −2,02 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 13 367 | −27,08 | 661 | −20,27 | ||||
2025-07-16 | 13F | Kennicott Capital Management Llc | 4 347 | 215 | ||||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 4 069 | −13,20 | 201 | −5,19 | ||||
2025-07-18 | 13F | Northeast Financial Group, Inc. | 236 825 | 20,68 | 11 713 | 31,87 | ||||
2025-08-14 | 13F | Glenview Trust Co | 104 642 | −18,60 | 5 176 | −11,05 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 101 166 | 19,94 | 5 004 | 31,07 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-05 | 13F | Tiaa Trust, National Association | 9 530 244 | −5,01 | 471 366 | 3,80 | ||||
2025-07-29 | 13F | John G Ullman & Associates Inc | 25 300 | −0,04 | 1 251 | 9,26 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 600 | 30 | ||||||
2025-08-07 | 13F | Argent Advisors, Inc. | 5 636 | 0,00 | 279 | 9,02 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 204 717 | 4 195,36 | 10 125 | 4 609,30 | ||||
2025-08-04 | 13F | Live Oak Private Wealth LLC | 11 036 | 0,00 | 546 | 9,22 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Shorepoint Capital Partners LLC | 7 595 | 0,26 | 344 | 3,00 | ||||
2025-07-09 | 13F | Roth Financial Partners LLC | 36 048 | −5,58 | 1 783 | 3,13 | ||||
2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25 873 | 460,26 | 1 280 | 511,96 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 5 935 | −0,42 | 294 | 8,92 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 5 024 | 249 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 383 174 | 12,27 | 117 914 | 22,67 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 44 509 | 18,32 | 2 201 | 29,32 | ||||
2025-05-15 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 35 569 | −10,25 | 1 759 | −1,90 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 15 073 | 1,76 | 746 | 11,19 | ||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 66 706 | 0,00 | 3 019 | 0,00 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 50 | 0,00 | 2 | 0,00 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 72 862 | 23,87 | 3 604 | 35,35 | ||||
2025-05-28 | 13F | Wealth Management Associates, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 85 041 | −38,89 | 4 206 | −33,03 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 854 | 69,48 | 290 | 85,26 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 5 477 | −0,58 | 0 | |||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 91 168 | −3,06 | 5 | 0,00 | ||||
2025-07-31 | 13F | Fedenia Advisers LLC | 66 886 | 9,25 | 3 308 | 19,38 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 4 077 | −27,64 | 202 | −21,48 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 49 179 | −2,44 | 2 432 | 6,62 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 230 045 | 48,81 | 11 378 | 62,64 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 28 824 | 13,79 | 1 426 | 24,35 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 1 032 011 | −3,10 | 51 | 4,17 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 244 725 | 13,23 | 12 104 | 23,74 | ||||
2025-07-16 | 13F | Novem Group | 25 121 | 6,02 | 1 242 | 15,86 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 7 333 | 14,27 | 363 | 24,83 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 166 852 | −3,01 | 8 252 | 5,99 | ||||
2025-04-09 | 13F | Wallace Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 8 002 | −4,31 | 396 | 4,50 | ||||
2025-07-16 | 13F | GoalFusion Wealth Management, LLC | 104 122 | −1,38 | 5 150 | 7,76 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 680 | 0,00 | 182 | 9,64 | ||||
2025-07-15 | 13F | Maseco Llp | 36 111 | 1 786 | ||||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 159 256 | 0,02 | 7 877 | 9,30 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 190 | 9 | ||||||
2025-07-28 | 13F | Curated Wealth Partners LLC | 16 693 | −6,51 | 826 | 2,10 | ||||
2025-05-15 | 13F | Hall Laurie J Trustee | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | DORVAL Corp | 241 765 | 7,16 | 11 958 | 18,49 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 131 605 | −0,92 | 6 509 | 8,28 | ||||
2025-08-01 | 13F | Teacher Retirement System Of Texas | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | SP Asset Management LLC | 26 480 | −1,26 | 1 310 | 7,91 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 243 050 | −1,48 | 12 021 | 7,66 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 63 487 | 5,75 | 3 140 | 15,57 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 38 220 | 28,83 | 1 890 | 40,83 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 80 803 | 54,97 | 3 997 | 69,39 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 767 | 0,00 | 38 | 11,76 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 26 748 | −1,76 | 1 276 | 6,42 | ||||
2025-08-13 | 13F | M&t Bank Corp | 2 584 050 | −2,19 | 127 807 | 6,89 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 335 | 0,00 | 0 | |||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 120 283 | 3,24 | 6 | 0,00 | ||||
2025-07-11 | 13F | Myecfo, Llc | 115 027 | 3,82 | 5 689 | 13,46 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 5 513 | 19,12 | 273 | 30,14 | ||||
2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Hoey Investments, Inc | 1 839 | 91 | ||||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 4 536 | −11,99 | 224 | −3,86 | ||||
2025-08-08 | 13F | VeraBank, N.A. | 6 302 | −1,25 | 312 | 7,99 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 197 505 | −0,83 | 9 769 | 11,37 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 37 480 | 26,44 | 2 | 0,00 | ||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13 240 | −1,71 | 655 | 7,39 | ||||
2025-08-12 | 13F | Zacks Investment Management | 16 546 | −5,80 | 818 | 2,89 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 21 533 | 53,11 | 1 065 | 67,45 | ||||
2025-07-23 | 13F | Narwhal Capital Management | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 6 768 | −6,17 | 335 | 2,45 | ||||
2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 7 391 | 0,00 | 366 | 9,28 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 851 938 | −12,87 | 42 137 | −4,78 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 29 200 | 1 444 | ||||||
2025-07-18 | 13F | Provident Wealth Management, LLC | 213 | 11 | ||||||
2025-07-09 | 13F | Brand Asset Management Group, Inc. | 37 419 | 6,63 | 1 851 | 16,50 | ||||
2025-08-13 | 13F | Martin & Co Inc /tn/ | 294 600 | −0,34 | 14 571 | 8,91 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 219 664 | 12,06 | 10 865 | 22,45 | ||||
2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 45 838 | 585,79 | 2 074 | 600,68 | ||||
2025-08-12 | 13F | Martin Worley Group | 82 638 | −1,58 | 4 087 | 7,55 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 5 602 | −0,64 | 277 | 8,63 | ||||
2025-07-29 | 13F | Ariston Services Group | 187 052 | 0,00 | 9 252 | 9,29 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Cadence Wealth Management LLC | 62 928 | 17,37 | 3 112 | 28,28 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 37 688 | 3,83 | 1 864 | 13,52 | ||||
2025-07-30 | NP | CCMG - CCM Global Equity ETF | 1 255 283 | −0,31 | 58 998 | 4,75 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 26 097 | −1,27 | 1 291 | 7,86 | ||||
2025-08-27 | NP | JNL SERIES TRUST - JNL/Vanguard Growth ETF Allocation Fund (A) | 2 985 957 | −1,65 | 147 685 | 7,47 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 59 494 | −18,44 | 2 693 | −10,21 | ||||
2025-07-24 | 13F | Eastern Bank | 33 355 | −10,37 | 1 650 | −2,08 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 34 118 | 1,41 | 1 687 | 10,84 | ||||
2025-07-25 | 13F | One Degree Advisors Inc | 99 776 | −0,02 | 5 | 0,00 | ||||
2025-08-14 | 13F | KKM Financial LLC | 5 931 | 0,00 | 296 | 8,86 | ||||
2025-07-11 | 13F | LongView Wealth Management | 23 847 | −12,47 | 1 179 | −4,38 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 14 483 | 34,65 | 716 | 47,33 | ||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 12 349 | −9,82 | 611 | −1,45 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 5 235 | −4,30 | 0 | |||||
2025-07-10 | 13F | Piscataqua Savings Bank | 1 074 | 0,00 | 53 | 10,42 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 80 772 | 4,75 | 3 995 | 14,50 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 1 345 970 | 1,26 | 66 571 | 10,65 | ||||
2025-07-15 | 13F | Five Pine Wealth Management | 5 008 | −4,70 | 248 | 4,22 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 72 959 | 0,00 | 3 609 | 7,70 | ||||
2025-08-14 | 13F | Dimension Capital Management Llc | 7 852 | 0,00 | 388 | 9,30 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 135 942 | −5,46 | 6 724 | 3,32 | ||||
2025-07-23 | 13F | Nelson Capital Management, LLC | 151 559 | 0,69 | 7 496 | 10,04 | ||||
2025-07-25 | 13F | Hassell Wealth Management, LLC | 28 334 | 6,58 | 1 452 | 25,52 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 23 686 | −2,51 | 1 172 | 6,55 | ||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 295 168 | −12,77 | 14 646 | −4,37 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 233 206 | −3,30 | 11 534 | 5,67 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Baker Boyer National Bank | 11 030 | 1,86 | 546 | 11,22 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 92 | −60,17 | 5 | −60,00 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 376 351 | 153,52 | 18 614 | 177,08 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 40 720 | −9,79 | 2 014 | −1,42 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 96 324 | −0,76 | 4 764 | 8,47 | ||||
2025-08-14 | 13F | Strategic Wealth Designers | 83 | 4 | ||||||
2025-08-12 | 13F | Weik Capital Management | 14 425 | 0,00 | 713 | 9,36 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 1 680 576 | 4,91 | 83 121 | 14,64 | ||||
2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 17 260 | −1,25 | 854 | 7,84 | ||||
2025-08-14 | 13F | Wick Capital Partners, LLC | 29 936 | 260 | ||||||
2025-08-13 | 13F | Mackenzie Financial Corp | 309 493 | 2,40 | 15 308 | 11,90 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 7 946 | −28,54 | 0 | |||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 663 734 | 8,58 | 32 828 | 18,65 | ||||
2025-07-23 | NP | IRSPX - Voya Target Retirement 2045 Fund Class I | 141 778 | −4,21 | 6 664 | 0,65 | ||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 2 889 057 | 0,48 | 142 893 | 9,80 | ||||
2025-07-18 | 13F | Dogwood Wealth Management LLC | 680 | 0,00 | 34 | 10,00 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 2 907 | 42,71 | 144 | 57,14 | ||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 64 646 | 5,42 | 3 197 | 15,21 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 29 288 | 1 449 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 10 217 598 | −0,47 | 505 362 | 8,77 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | 0 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 207 057 | 3,09 | 10 241 | 12,66 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 60 939 | −42,73 | 3 014 | −37,42 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 482 922 | −4,81 | 23 885 | 4,02 | ||||
2025-07-31 | 13F | Schoolcraft Capital LLC | 37 774 | 0,49 | 1 868 | 9,82 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 34 761 | 0,28 | 1 719 | 9,63 | ||||
2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 28 225 | −3,15 | 1 396 | 5,92 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 10 558 | 0,19 | 522 | 9,66 | ||||
2025-07-15 | 13F | Pictet North America Advisors SA | 411 319 | 329,48 | 20 344 | 369,38 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 28 901 | 0,08 | 1 429 | 9,33 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1 097 310 | −1,06 | 54 262 | 8,12 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 107 616 | 1,63 | 5 323 | 11,06 | ||||
2025-08-12 | 13F | Ensign Peak Advisors, Inc | 86 918 | 4 299 | ||||||
2025-08-14 | 13F | Private Wealth Advisors, LLC | 83 171 | −48,76 | 4 114 | −44,00 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 2 697 697 | 6,78 | 133 428 | 16,69 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 119 539 | −0,74 | 5 912 | 8,48 | ||||
2025-07-23 | 13F | Sachetta, LLC | 10 163 | 4,21 | 503 | 13,83 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 177 719 | −0,70 | 8 790 | 8,52 | ||||
2025-08-13 | 13F | Causeway Capital Management Llc | 7 149 | −76,59 | 354 | −74,44 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 59 970 | 8,14 | 2 966 | 18,21 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 300 | 0,00 | 0 | |||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 8 804 | −14,07 | 447 | −3,67 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 35 781 | 12,61 | 1 770 | 23,02 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 5 324 | −2,31 | 263 | 6,91 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 41 780 | −5,45 | 2 066 | 3,35 | ||||
2025-08-25 | NP | MUTUAL OF AMERICA INVESTMENT CORP - International Fund Class | 598 543 | 0,00 | 29 604 | 9,28 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 4 378 | 4,44 | 216 | 14,29 | ||||
2025-07-17 | 13F | Cairn Investment Group, Inc. | 227 668 | −1,19 | 11 | 10,00 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 3 910 | 13,66 | 193 | 24,52 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 57 138 | −1,19 | 2 826 | 7,99 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 41 186 | −15,68 | 2 037 | −7,83 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 162 688 | 4,64 | 8 047 | 14,35 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 26 387 | −5,66 | 1 305 | 3,16 | ||||
2025-08-14 | 13F | Tikvah Management LLC | 101 580 | 0,00 | 5 024 | 9,29 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 10 642 | 0,00 | 526 | 9,36 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 17 541 | 58,11 | 868 | 72,71 | ||||
2025-07-31 | 13F | GenTrust, LLC | 1 130 386 | −21,68 | 55 909 | −14,41 | ||||
2025-08-26 | NP | IRGPX - Voya Retirement Growth Portfolio Class ADV | 708 749 | 35 055 | ||||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 62 992 | −0,38 | 3 137 | 9,57 | ||||
2025-07-29 | 13F | Yoffe Investment Management, LLC | 5 529 | 0,00 | 273 | 9,20 | ||||
2025-08-05 | 13F | Lincoln National Corp | 2 144 527 | 8,60 | 106 068 | 18,68 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 984 182 | 21,76 | 48 678 | 33,06 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 895 | 3,73 | 242 | 13,62 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 26 345 | 0,22 | 1 329 | 11,69 | ||||
2025-07-23 | NP | VTUFX - Voya Target Retirement 2065 Fund Class R6 | 18 417 | 7,31 | 866 | 12,78 | ||||
2025-07-21 | 13F | Cromwell Holdings LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Curio Wealth, Llc | 1 270 | 18 042,86 | 63 | −57,24 | ||||
2025-07-17 | 13F | Oak Family Advisors, Llc | 6 577 | 0,31 | 325 | 9,80 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 281 483 | 0,67 | 13 901 | 11,41 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 95 066 | −27,85 | 4 702 | −18,98 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 3 110 193 | 0,25 | 153 830 | 9,55 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Growth Portfolio Class F | 24 000 | −11,11 | 1 187 | −2,86 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 21 027 | −4,17 | 1 040 | 4,63 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 157 066 | 179,36 | 7 769 | 205,35 | ||||
2025-08-28 | NP | GPAAX - Grant Park Multi Alternative Strategies Fund Class A | 120 082 | 45,15 | 5 939 | 58,63 | ||||
2025-08-14 | 13F | Tandem Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Jasper Ridge Partners, L.P. | 6 256 903 | 85,90 | 309 466 | 103,15 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 109 579 | −0,08 | 5 420 | 9,19 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Moderate Growth MF/ETF Portfolio Class K | 41 350 | 157,63 | 2 045 | 181,68 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 75 | 0,00 | 4 | 0,00 | ||||
2025-07-31 | 13F | Darden Wealth Group Inc | 6 900 | 341 | ||||||
2025-07-28 | 13F | CGC Financial Services, LLC | 7 147 | −7,16 | 354 | 1,44 | ||||
2025-08-12 | 13F | Archer Investment Corp | 23 644 | 10,95 | 1 169 | 21,27 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 29 392 | 8,87 | 1 454 | 19,00 | ||||
2025-08-26 | NP | IRCAX - Voya Retirement Conservative Portfolio Class ADV | 103 400 | 5 114 | ||||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 6 475 | 0,06 | 320 | 14,29 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 24 899 | −34,61 | 1 232 | −28,55 | ||||
2025-08-01 | 13F | Vision Financial Markets Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | MetLife Investment Management, LLC | 65 950 | −2,15 | 3 262 | 6,92 | ||||
2025-08-12 | 13F | Summit Global Investments | 9 003 | −4,23 | 0 | |||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 142 888 | 1,22 | 7 | 16,67 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5 037 | −7,51 | 249 | 1,22 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 554 740 | −0,70 | 27 437 | 8,52 | ||||
2025-07-07 | 13F | Greenfield Savings Bank | 19 222 | 39,68 | 951 | 52,73 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 755 400 | 424,26 | 37 362 | 472,95 | ||||
2025-08-06 | 13F | DDFG, Inc | 97 883 | −0,68 | 4 841 | 8,54 | ||||
2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 352 | 17 | ||||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 39 881 | 51,17 | 1 973 | 65,30 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 086 225 | 3,61 | 103 185 | 13,23 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 195 957 | 3,29 | 9 692 | 12,88 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 30 750 | −5,89 | 1 521 | 2,84 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 27 291 | −0,32 | 1 350 | 8,88 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 786 | 269,01 | 39 | 322,22 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 3 192 | 0,00 | 158 | 9,03 | ||||
2025-07-22 | 13F | MAS Advisors LLC | 6 754 | 2,33 | 334 | 12,08 | ||||
2025-07-30 | 13F | Advantage Trust Co | 1 221 | 0,00 | 60 | 9,09 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 14 899 | 25,49 | 737 | 37,06 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 57 675 | −20,30 | 2 854 | −12,89 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 35 203 | 36,11 | 1 741 | 48,80 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 621 473 | −1,65 | 30 738 | 7,48 | ||||
2025-07-25 | 13F | Van Strum & Towne Inc. | 73 034 | −0,48 | 3 612 | 8,76 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 31 885 | −66,11 | 1 577 | −62,96 | ||||
2025-07-29 | 13F | Millburn Ridgefield Corp | 6 769 065 | −11,04 | 334 798 | −2,79 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 24 084 | −63,41 | 1 191 | −60,02 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 17 260 | 0,66 | 854 | 9,92 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 18 874 | −9,81 | 934 | −1,48 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 1 422 | −11,24 | 70 | −2,78 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 91 782 | 1,03 | 4 540 | 10,41 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 751 | 0,00 | 37 | 12,12 | ||||
2025-07-14 | 13F | Gridiron Partners, LLC | 31 171 | 0,00 | 1 542 | 9,29 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 66 215 | 33,93 | 3 | 50,00 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 123 682 | −10,91 | 6 117 | −2,64 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 30 736 | 8,43 | 1 520 | 18,56 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 107 656 | −7,26 | 5 325 | 1,35 | ||||
2025-08-14 | 13F | Potomac Fund Management Inc /adv | 6 576 | −4,04 | 330 | 11,11 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 262 298 | 0,65 | 12 973 | 9,99 | ||||
2025-08-29 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 97 445 | 256,47 | 4 820 | 289,57 | ||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 22 916 | 1,87 | 1 133 | 11,30 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 19 959 | 0,00 | 987 | 9,30 | ||||
2025-07-17 | 13F | Paradigm Financial Partners, Llc | 17 607 | 75,96 | 871 | 92,48 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 349 308 | −3,91 | 17 277 | 5,01 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 360 324 | −2,23 | 17 822 | 6,84 | ||||
2025-08-05 | 13F | Burney Co/ | 73 883 | −0,13 | 3 654 | 9,14 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 99 | 0,00 | 5 | 0,00 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 37 807 | −44,28 | 1 870 | −39,14 | ||||
2025-08-08 | 13F | Hudock, Inc. | 610 640 | 7,69 | 30 202 | 17,68 | ||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 160 132 | −1,95 | 7 920 | 7,16 | ||||
2025-07-03 | 13F | Lam Group, Inc. | 15 005 | 0,00 | 742 | 9,28 | ||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 21 030 | 1,90 | 1 040 | 11,35 | ||||
2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 24 973 | 1,33 | 1 235 | 10,76 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 291 943 | −1,18 | 14 440 | 7,99 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 147 307 | 2,69 | 7 286 | 12,22 | ||||
2025-08-11 | 13F | Traub Capital Management LLC | 300 | 15 | ||||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13 346 | −74,35 | 660 | −71,96 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 5 990 | −0,71 | 296 | 8,42 | ||||
2025-08-05 | 13F | South Dakota Investment Council | 14 033 302 | 0,05 | 694 | 9,46 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 127 953 | −0,90 | 6 329 | 8,30 | ||||
2025-08-12 | 13F | Nuveen, LLC | 434 119 | −21,77 | 21 472 | −14,51 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 24 916 | −2,41 | 1 232 | 6,67 | ||||
2025-07-11 | 13F | Quantum Financial Advisors, LLC | 15 384 | 2,30 | 761 | 11,76 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 658 374 | 3,56 | 82 023 | 13,17 | ||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 18 439 | −1,29 | 1 034 | 7,94 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 6 625 | 0,00 | 328 | 9,36 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 6 975 | 0,00 | 345 | 9,21 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 205 330 | −0,11 | 10 156 | 9,16 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 132 650 | 6,64 | 6 561 | 16,54 | ||||
2025-07-25 | 13F | Community Bank, N.A. | 39 878 | −8,20 | 1 972 | 0,31 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 29 562 | 0,00 | 1 462 | 9,35 | ||||
2025-07-18 | 13F | Community Bank & Trust, Waco, Texas | 4 707 | 5,61 | 0 | |||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 351 683 | 0,70 | 17 394 | 10,05 | ||||
2025-08-26 | NP | UPAR - UPAR Ultra Risk Parity ETF | 56 389 | −21,42 | 2 789 | −14,14 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 195 806 | 6,56 | 10 | 12,50 | ||||
2025-07-23 | 13F | Venturi Wealth Management, LLC | 331 984 | 2,56 | 16 420 | 12,08 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 8 220 | −5,28 | 421 | 11,41 | ||||
2025-08-14 | 13F | Marquette Associates, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 4 593 | −93,88 | 227 | 682,76 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 104 743 | 0,25 | 5 181 | 9,56 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 8 375 | 84,84 | 414 | 101,95 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 7 350 | −57,85 | 364 | −53,99 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 8 291 | 410 | ||||||
2025-08-12 | 13F | YANKCOM Partnership | 76 030 | 11,17 | 3 761 | 21,49 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 49 757 | 2,72 | 2 339 | 11,49 | ||||
2025-08-14 | 13F | Crestmont Private Wealth LLC | 288 458 | 0,16 | 14 267 | 9,46 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 21 206 | 0,23 | 1 049 | 9,51 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 177 864 | 0,33 | 8 797 | 9,65 | ||||
2025-08-08 | 13F | JFG Wealth Management, LLC | 585 136 | 11,22 | 28 941 | 21,54 | ||||
2025-08-14 | 13F | DHK Financial Advisors, Inc. | 32 803 | −3,32 | 1 622 | 5,67 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 949 158 | 24,09 | 46 945 | 35,60 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 21 | −30,00 | 0 | |||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 200 | 0,00 | 10 | 0,00 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 5 992 | −57,32 | 296 | −53,39 | ||||
2025-07-31 | 13F | Catalyst Capital Advisors LLC | 6 769 065 | −11,04 | 334 798 | −2,79 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 48 707 | −1,86 | 2 409 | 7,26 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1 778 | 14,86 | 88 | 26,09 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 49 137 | 0,00 | 2 224 | 0,00 | ||||
2025-07-18 | 13F | Alley Investment Management Company, LLC | 98 952 | 0,19 | 4 894 | 9,51 | ||||
2025-05-09 | 13F | Investment Counsel Co Of Nevada | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 13 246 257 | 104,64 | 650 661 | 122,09 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 4 817 | −8,61 | 238 | 0,00 | ||||
2025-08-12 | 13F | Ade, Llc | 10 551 | 0,75 | 522 | 10,15 | ||||
2025-07-21 | 13F | Stash Investments, LLC | 277 032 | 3,95 | 13 702 | 13,61 | ||||
2025-08-28 | 13F | Midwestern Financial, LLC /IA | 31 517 | 1 559 | ||||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 669 800 | −1,44 | 33 128 | 7,71 | ||||
2025-07-23 | 13F | TriaGen Wealth Management LLC | 8 633 | 427 | ||||||
2025-07-15 | 13F | Legacy Financial Group LLC | 6 871 | 0,56 | 340 | 9,71 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1 902 | −4,80 | 94 | 4,44 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 32 891 | 0,15 | 1 627 | 9,42 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 34 401 | 2,66 | 1 701 | 12,20 | ||||
2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 31 | −87,14 | 2 | −90,00 | ||||
2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 4 529 | 0,00 | 224 | 9,80 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 123 935 | −0,65 | 6 130 | 8,57 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 13 940 | 27,84 | 689 | 39,76 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 178 | 0,00 | 9 | 0,00 | ||||
2025-07-02 | 13F | Waller Financial Planning Group, Inc | 20 229 | −10,12 | 1 001 | −1,77 | ||||
2025-08-06 | 13F | North Capital, Inc. | 12 517 | 0,23 | 619 | 9,56 | ||||
2025-07-10 | 13F | Polianta Ltd | 189 500 | 3,27 | 9 | 12,50 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 972 070 | 8,33 | 48 079 | 18,38 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6 351 | 0,02 | 314 | 9,41 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 8 249 | −0,91 | 408 | 8,24 | ||||
2025-07-31 | 13F | Wright Fund Managment, LLC | 12 892 | 0,00 | 583 | 0,00 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 702 638 | 5,64 | 31 801 | 8,57 | ||||
2025-08-04 | 13F | Econ Financial Services Corp | 113 039 | −1,12 | 5 591 | 8,04 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 164 | 0,00 | 0 | |||||
2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 4 152 | 205 | ||||||
2025-08-12 | 13F | Nemes Rush Group LLC | 624 | −31,43 | 31 | −26,83 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 154 | 17,56 | 8 | 40,00 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 70 981 | 373,11 | 3 511 | 416,94 | ||||
2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 6 736 | −0,91 | 333 | 8,47 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 4 844 | −0,94 | 240 | 8,14 | ||||
2025-08-06 | 13F | Horan Securities, Inc. | 16 005 | 4,48 | 792 | 14,14 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 28 134 | −0,74 | 1 391 | 8,50 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 185 200 | 1,19 | 9 160 | 8,79 | ||||
2025-08-14 | 13F | Seneschal Advisors, LLC | 5 125 | −9,91 | 253 | −1,56 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 272 319 | 117,24 | 13 469 | 137,15 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 3 269 | −4,75 | 162 | 3,87 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 114 518 | −0,32 | 5 664 | 8,94 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 13 983 | −13,28 | 692 | −5,21 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 4 995 | −13,42 | 247 | −5,36 | ||||
2025-05-07 | 13F | Syntax Research, Inc. | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Graypoint LLC | 8 482 | 0,35 | 420 | 9,69 | ||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 51 012 | −12,89 | 2 523 | −4,79 | ||||
2025-08-12 | 13F | Power Wealth Management Llc | 4 750 | 0,00 | 235 | 9,35 | ||||
2025-07-21 | 13F | Capital Planning LLC | 4 567 | 0,00 | 226 | 9,22 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 738 613 | −0,74 | 36 532 | 8,47 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 8 135 | 0,00 | 402 | 9,24 | ||||
2025-08-14 | 13F | Catalyst Financial Partners Llc | 28 707 | 23,38 | 1 420 | 34,76 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 15 050 | −0,57 | 744 | 8,61 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 21 892 | 1,87 | 1 | |||||
2025-08-27 | NP | QCGLRX - Global Equities Account Class R1 | 434 119 | −21,77 | 21 472 | −14,51 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 17 368 | 3,65 | 859 | 13,32 | ||||
2025-07-22 | 13F | Old National Bancorp /in/ | 498 530 | 29,64 | 24 657 | 41,67 | ||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 32 696 | 4,84 | 1 617 | 14,60 | ||||
2025-08-01 | 13F | Wincap Financial Llc | 5 630 | 278 | ||||||
2025-07-14 | 13F | S.A. Mason LLC | 4 720 | −2,46 | 233 | 6,39 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 12 906 | 21,46 | 638 | 32,92 | ||||
2025-08-04 | 13F | Golden Road Advisors Llc | 41 014 | 3,48 | 2 029 | 13,11 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6 800 | −0,64 | 336 | 8,74 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 52 375 | 13,56 | 2 595 | 28,15 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 46 651 | 2,94 | 2 317 | 12,92 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 106 346 | −0,37 | 5 260 | 8,86 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 63 417 | −8,90 | 3 124 | −0,54 | ||||
2025-07-22 | 13F | Strid Group, LLC | 1 045 500 | −0,65 | 51 710 | 8,57 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 8 413 | −76,98 | 416 | −74,85 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | BankPlus Trust Department | 446 | 0,00 | 22 | 10,00 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 23 631 | 0,25 | 1 169 | 9,57 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 11 204 | −2,86 | 554 | 6,13 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 6 300 | −37,62 | 312 | −31,95 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 19 268 | −8,08 | 953 | 0,42 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 725 631 | 1,79 | 35 890 | 11,23 | ||||
2025-08-11 | 13F | Tidemark, LLC | 766 | 0,00 | 38 | 8,82 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 5 256 | 260 | ||||||
2025-08-13 | 13F | Elgethun Capital Management | 29 907 | −0,87 | 1 479 | 8,35 | ||||
2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 192 722 | 2,86 | 9 532 | 12,41 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 355 006 | −1,46 | 17 559 | 7,69 | ||||
2025-08-13 | 13F | Victory Capital Management Inc | 1 939 912 | −13,16 | 95 948 | −5,11 | ||||
2025-07-22 | 13F | MGO Private Wealth, LLC | 113 279 | −2,13 | 5 603 | 6,95 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 25 219 | 0,00 | 1 141 | 2,79 | ||||
2025-07-29 | 13F | Arcus Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 4 727 | 0,02 | 234 | 9,39 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 54 879 | 2 714 | ||||||
2025-07-25 | 13F | St. Louis Trust Co | 184 792 | −1,30 | 9 140 | 7,86 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 10 111 | −7,80 | 500 | 0,81 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9 597 | 0,08 | 475 | 9,47 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 1 029 957 | 19,25 | 46 616 | 22,55 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 302 224 | −3,47 | 14 948 | 5,50 | ||||
2025-07-29 | NP | JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 | 301 807 | −7,39 | 14 185 | −2,70 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 7 924 | 0,66 | 392 | 9,83 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 5 281 | −48,11 | 261 | −43,26 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 27 116 | −29,13 | 1 341 | −22,53 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 280 746 | 14 | ||||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 90 572 | −2,05 | 4 480 | 7,05 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 133 446 | 7,28 | 6 601 | 17,25 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Roxbury Financial LLC | 306 | 35,40 | 15 | 50,00 | ||||
2025-07-10 | 13F | Trust Point Inc. | 72 184 | −4,30 | 3 570 | 4,60 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 10 040 | 19,79 | 497 | 30,87 | ||||
2025-07-21 | 13F | Mechanics Financial Corp | 30 073 | −14,49 | 1 487 | −6,54 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 31 550 | 4,96 | 1 560 | 14,71 | ||||
2025-07-09 | 13F | Mirador Capital Partners LP | 105 496 | 1,16 | 5 218 | 10,55 | ||||
2025-07-31 | 13F | Sharper & Granite LLC | 15 721 | −7,09 | 783 | 2,22 | ||||
2025-07-16 | 13F | Rainier Family Wealth Inc | 5 334 | 11,36 | 264 | 21,76 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 41 | 0,00 | 2 | 100,00 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 48 637 | 3 886,64 | 2 406 | 4 272,73 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 3 359 722 | 183,15 | 165 937 | 208,64 | ||||
2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 76 537 | −0,80 | 3 786 | 8,42 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 691 596 | 5 026,73 | 34 206 | 5 507,54 | ||||
2025-08-14 | 13F | Peak Asset Management, LLC | 10 933 | −0,81 | 541 | 8,43 | ||||
2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 197 919 | 9 789 | ||||||
2025-07-09 | 13F | First Financial Corp /in/ | 21 026 | −7,56 | 1 040 | 0,97 | ||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 28 687 | 0,27 | 1 419 | 4,80 | ||||
2025-07-03 | 13F | Arvest Investments, Inc. | 372 785 | −2,50 | 18 438 | 6,54 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 11 425 | 5,65 | 565 | 15,54 | ||||
2025-07-14 | 13F | LCM Capital Management Inc | 9 448 | −5,42 | 467 | 3,32 | ||||
2025-07-23 | 13F | Viewpoint Capital Management LLC | 26 735 | −0,32 | 1 322 | 8,99 | ||||
2025-07-14 | 13F | ABLE Financial Group, LLC | 6 220 | −4,92 | 308 | 3,72 | ||||
2025-04-22 | 13F | MBE Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | FMA Wealth Management, LLC | 87 030 | 1,74 | 4 304 | 12,49 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 99 389 | −4,49 | 5 | 0,00 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 127 975 | −4,61 | 6 330 | 4,23 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 35 949 | −6,59 | 1 778 | 2,13 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 6 373 | 1,35 | 315 | 10,92 | ||||
2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 20 590 | −46,85 | 1 018 | −41,93 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 22 932 | −3,82 | 1 134 | 5,10 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 422 246 | 13,25 | 20 884 | 23,76 | ||||
2025-08-07 | 13F | Proficio Capital Partners LLC | 6 655 | −0,75 | 329 | 8,58 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 3 403 180 | 8,71 | 168 223 | 18,68 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 8 606 | −69,79 | 427 | −65,37 | ||||
2025-08-08 | 13F | Renasant Bank | 48 824 | −10,29 | 2 415 | −1,99 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 25 642 | 5,29 | 1 268 | 15,06 | ||||
2025-08-12 | 13F | LPL Financial LLC | 16 011 662 | 7,27 | 791 937 | 17,23 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 2 291 | −41,29 | 115 | −34,10 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 14 862 | −7,51 | 735 | 1,10 | ||||
2025-08-15 | 13F | Security National Bank Of So Dak | 7 995 | −15,62 | 395 | −7,71 | ||||
2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 10 274 | 4,47 | 1 | |||||
2025-07-23 | 13F | REAP Financial Group, LLC | 157 027 | 23,06 | 7 767 | 34,48 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 5 950 | 3,10 | 294 | 12,64 | ||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 279 522 | 1,00 | 13 825 | 10,37 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 4 424 | 219 | ||||||
2025-08-06 | 13F | ETF Store, Inc. | 9 469 | 0,03 | 468 | 9,35 | ||||
2025-05-14 | 13F | Keeley-Teton Advisors, LLC | 39 892 | 0,00 | 1 806 | 2,79 | ||||
2025-07-09 | 13F | Berkshire Bank | 4 173 | 206 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 45 711 | 4,21 | 2 261 | 13,85 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 42 532 | −0,97 | 2 104 | 8,23 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 24 783 | 9,10 | 1 226 | 19,16 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 8 127 | −0,21 | 402 | 8,97 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 4 634 | 229 | ||||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 22 170 | 0,00 | 1 097 | 9,27 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 14 977 | 9,32 | 741 | 19,35 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 285 924 | −3,99 | 14 142 | 4,92 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 14 678 | 0,00 | 726 | 9,19 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 194 | 0,52 | 10 | 0,00 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 72 341 | 6,39 | 3 578 | 16,25 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Alliancebernstein L.p. | 2 499 183 | 3,03 | 123 610 | 12,60 | ||||
2025-04-08 | 13F | Catalyst Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 38 511 | −0,73 | 1 905 | 8,49 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 8 155 | 403 | ||||||
2025-07-22 | 13F | Grimes & Company, Inc. | 68 549 | 7,90 | 3 390 | 17,91 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 1 089 517 | 5,95 | 53 888 | 15,78 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 11 684 | 1,30 | 529 | 4,14 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 81 960 | 7,73 | 4 054 | 17,72 | ||||
2025-05-12 | 13F | Ccm Investment Group, Llc | 1 263 963 | 4,13 | 57 270 | 6,96 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 76 | 7 500,00 | 4 | |||||
2025-07-30 | 13F | VCI Wealth Management LLC | 95 804 | 13,83 | 4 738 | 24,39 | ||||
2025-08-01 | 13F | Petra Financial Advisors Inc | 13 539 | −2,49 | 670 | 6,53 | ||||
2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 76 448 | −5,85 | 3 781 | 2,91 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 227 485 | 23,01 | 11 251 | 34,42 | ||||
2025-08-06 | 13F | Eukles Asset Management | 16 609 | 0,03 | 821 | 9,32 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 80 049 | 14,04 | 3 959 | 24,65 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 103 720 | −1,06 | 5 130 | 8,14 | ||||
2025-07-23 | NP | ISOLX - Voya Target In-Retirement Fund Class I | 43 236 | −7,19 | 2 032 | −2,45 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 8 336 | −12,02 | 412 | −3,74 | ||||
2025-07-09 | 13F | Finley Financial, LLC | 33 965 | −9,92 | 1 680 | −1,35 | ||||
2025-08-11 | 13F | Lighthouse Financial LLC | 4 450 | −5,30 | 220 | 3,77 | ||||
2025-04-15 | 13F | Collier Financial | 356 | 0,00 | 16 | 6,67 | ||||
2025-04-11 | 13F | Permanent Capital Management, LP | 218 172 | 23,61 | 9 874 | 27,05 | ||||
2025-08-13 | 13F | Seven Springs Wealth Group, LLC | 143 480 | −0,22 | 7 097 | 9,04 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 28 784 | 5,25 | 1 | 0,00 | ||||
2025-07-29 | NP | JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 | 326 601 | −2,87 | 15 350 | 2,05 | ||||
2025-07-29 | NP | JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 | 331 840 | −1,56 | 15 596 | 3,44 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 40 492 | 0,90 | 2 003 | 10,24 | ||||
2025-07-07 | 13F | Rf&l Wealth Management, Llc | 19 966 | 4,29 | 988 | 13,97 | ||||
2025-07-21 | 13F | Exchange Capital Management, Inc. | 41 177 | −2,53 | 2 037 | 6,54 | ||||
2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 93 602 | −0,14 | 4 630 | 9,12 | ||||
2025-07-21 | 13F | Pacific Financial Group Inc | 6 740 | −5,69 | 333 | 3,10 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 367 | −3,40 | 364 | 5,51 | ||||
2025-08-01 | 13F | New York Life Investment Management Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | RDA Financial Network | 7 461 | −1,01 | 369 | 8,21 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 10 182 | 29,76 | 504 | 41,69 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 218 076 | 2,14 | 10 786 | 11,62 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 23 051 | −66,06 | 1 140 | −62,90 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 17 494 | −0,53 | 865 | 8,67 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 118 567 | −4,05 | 6 | 0,00 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 285 917 | 3,55 | 14 141 | 13,16 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 10 516 | −85,06 | 520 | −83,68 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 17 770 | 4,99 | 879 | 14,62 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 124 525 | 0,50 | 6 159 | 9,84 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 250 151 | 4,91 | 12 810 | 19,00 | ||||
2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 82 827 | 4 097 | ||||||
2025-07-11 | 13F | Pioneer Wealth Management Group | 8 842 | 51,35 | 437 | 65,53 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 82 167 | −1,97 | 4 064 | 7,12 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 10 620 | 1,02 | 525 | 10,53 | ||||
2025-07-30 | 13F | Probity Advisors, Inc. | 9 285 | −1,09 | 459 | 8,25 | ||||
2025-08-22 | 13F | Carter Financial Group, INC. | 48 020 | 37,91 | 2 375 | 47,88 | ||||
2025-07-07 | 13F | Investors Research Corp | 771 | 14,73 | 38 | 26,67 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 14 343 | 17,54 | 709 | 28,44 | ||||
2025-08-04 | 13F | Buckhead Capital Management Llc | 10 445 | −0,64 | 517 | 8,63 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 223 475 | −1,61 | 11 053 | 7,17 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 78 646 | 10,38 | 3 890 | 20,63 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 33 952 | −4,90 | 1 679 | 3,96 | ||||
2025-08-07 | 13F | Fund Evaluation Group, LLC | 21 948 | 1 086 | ||||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | American Alpha Advisors, LLC | 64 707 | −19,24 | 3 200 | −11,75 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 8 963 | 0,00 | 443 | 9,38 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 6 600 | 21,41 | 326 | 32,52 | ||||
2025-08-12 | 13F | Rock Creek Group, LP | 48 685 | 2 408 | ||||||
2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 324 224 | 2,32 | 16 036 | 11,82 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 447 399 | 0,00 | 22 128 | 9,28 | ||||
2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 126 800 | 6 272 | ||||||
2025-04-23 | 13F | Alpine Bank Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Longview Financial Advisors LLC | 4 386 | −0,30 | 217 | 8,54 | ||||
2025-08-11 | 13F | Vanguard Group Inc | 74 185 538 | 4,50 | 3 669 217 | 14,20 | ||||
2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Resolute Advisors LLC | 36 542 | −1,46 | 1 807 | 7,69 | ||||
2025-08-08 | 13F | Creative Planning | 18 875 383 | −0,70 | 933 576 | 8,52 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 1 045 607 | 1,52 | 51 716 | 10,94 | ||||
2025-08-04 | 13F | Capital Performance Advisors Llp | 86 965 | 45,61 | 4 301 | 59,12 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 14 385 | 711 | ||||||
2025-07-22 | 13F | Romano Brothers And Company | 10 747 | −10,43 | 532 | −2,21 | ||||
2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 192 313 | −5,78 | 9 512 | 2,96 | ||||
2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 20 826 | −10,93 | 1 030 | −2,65 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | First Western Trust Bank | 77 957 | 0,37 | 3 856 | 9,67 | ||||
2025-08-05 | 13F | Astra Wealth Partners LLC | 19 301 | 8,70 | 955 | 18,80 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 137 689 | 287,71 | 6 810 | 323,77 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 267 242 | 2,13 | 13 218 | 11,61 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 47 273 | 116,78 | 2 | |||||
2025-08-14 | 13F | Canada Pension Plan Investment Board | 100 | 0,00 | 5 | 0,00 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 45 543 | −5,46 | 2 253 | 3,30 | ||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 9 628 | 7,93 | 476 | 18,11 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 516 | 12,32 | 124 | 22,77 | ||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 36 616 | −5,68 | 1 811 | 3,07 | ||||
2025-08-14 | 13F | Schwerin Boyle Capital Management Inc | 296 020 | 0,00 | 14 641 | 9,29 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 10 078 | 0,44 | 498 | 9,69 | ||||
2025-07-15 | 13F | Capstone Wealth Management Group LLC | 5 729 | −0,33 | 283 | 8,85 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 19 822 | 9,01 | 980 | 19,22 | ||||
2025-07-10 | 13F | Myriad Asset Management US LP | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Greenleaf Trust | 44 710 | 1,98 | 2 211 | 11,44 | ||||
2025-07-17 | 13F | Campion Asset Management LLC | 68 574 | 0,96 | 3 392 | 10,31 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 616 968 | −2,89 | 30 515 | 6,12 | ||||
2025-07-11 | 13F | Diversified Trust Co | 101 658 | 183,20 | 5 028 | 209,61 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 6 082 | 0,00 | 301 | 9,09 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 78 065 | 4,11 | 3 861 | 13,79 | ||||
2025-08-14 | 13F | Aureus Asset Management, LLC | 59 559 | 0,26 | 2 946 | 9,56 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 102 333 | −1,00 | 5 061 | 8,19 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 27 545 | −2,62 | 1 362 | 6,41 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 261 800 | 27,58 | 12 949 | 39,42 | |||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 20 231 | 1 001 | ||||||
2025-08-07 | 13F | Addison Advisors LLC | 1 400 | 28,21 | 69 | 40,82 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 23 153 | −36,53 | 1 145 | −30,61 | ||||
2025-07-30 | NP | APIE - ActivePassive International Equity ETF | 10 311 | −56,38 | 485 | −54,21 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 132 356 | 4,09 | 6 546 | 13,74 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 588 200 | −27,28 | 29 092 | −20,54 | |||
2025-08-13 | 13F | Alerus Financial Na | 447 | 22 | ||||||
2025-07-22 | 13F | Sage Financial Group Inc | 706 750 | 3,41 | 34 956 | 13,00 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 13 384 | −0,15 | 662 | 9,08 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 096 842 | 8,92 | 855 184 | 20,37 | ||||
2025-08-01 | 13F | Oarsman Capital, Inc. | 10 091 | 6,10 | 499 | 16,05 | ||||
2025-08-11 | 13F | Banque Cantonale Vaudoise | 427 | 0,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 6 768 166 | −0,68 | 334 754 | 8,53 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 18 876 | −4,53 | 934 | 4,36 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 53 300 | 2 636 | ||||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 6 751 | −1,49 | 334 | 7,42 | ||||
2025-08-08 | 13F | Omega Financial Group, LLC | 4 140 | 205 | ||||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 6 621 | 1,67 | 327 | 11,22 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 32 004 | −1,90 | 1 583 | 7,18 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 87 | 0,00 | 4 | 0,00 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 1 213 332 | 2,69 | 60 011 | 12,22 | ||||
2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 12 | −33,33 | 1 | |||||
2025-08-08 | 13F | Allianz Se | 346 097 | 0,00 | 17 118 | 9,28 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 15 | 1 | ||||||
2025-08-01 | 13F | Bank of Jackson Hole Trust | 8 169 | 43,92 | 404 | 59,68 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 36 037 | 12,15 | 1 782 | 22,56 | ||||
2025-07-15 | 13F | Well Done, LLC | 7 458 | −69,81 | 369 | −66,15 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 61 831 | 34,76 | 3 058 | 47,30 | ||||
2025-08-14 | 13F | Waters Parkerson & Co., Llc | 97 576 | −8,19 | 4 826 | 0,33 | ||||
2025-07-23 | 13F | Watershed Private Wealth Llc | 157 346 | 69,04 | 7 782 | 84,76 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 20 932 | −31,61 | 1 035 | −25,27 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 877 | 114,51 | 93 | 135,90 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 10 262 | 6,44 | 508 | 16,28 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 2 445 | 0,00 | 0 | |||||
2025-08-14 | 13F | Bbr Partners, Llc | 27 771 | 116,08 | 1 374 | 136,32 | ||||
2025-07-24 | 13F | Reuter James Wealth Management, Llc | 81 068 | −0,61 | 4 010 | 8,62 | ||||
2025-08-05 | 13F | Golden Bell Financial Planning LLC | 20 679 | 0,14 | 1 023 | 9,42 | ||||
2025-07-30 | 13F | Family Capital Trust Co | 36 | 0,00 | 2 | 0,00 | ||||
2025-07-29 | NP | JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 | 427 474 | −0,76 | 20 091 | 4,28 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 99 602 | 2,74 | 4 926 | 12,29 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 7 979 | 0,00 | 395 | 9,14 | ||||
2025-07-10 | 13F | Marshall Financial Group LLC | 33 801 | −6,26 | 1 671 | 2,39 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 39 | 2 | ||||||
2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 288 803 | −15,86 | 13 574 | −11,59 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 4 861 | −20,45 | 240 | −13,04 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 6 306 | −56,53 | 312 | −52,59 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 5 938 667 | 9,72 | 293 726 | 19,90 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 170 108 | 38,89 | 8 414 | 51,78 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 886 274 | −20,29 | 40 113 | −18,08 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 53 916 | 1,76 | 2 667 | 11,22 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 40 902 | 10,92 | 2 028 | 30,59 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 602 | 21,13 | 30 | 31,82 | ||||
2025-08-04 | 13F | Ledyard National Bank | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Brooklyn FI, LLC | 292 825 | 7,12 | 14 483 | 17,07 | ||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 1 144 | 0,00 | 57 | 9,80 | ||||
2025-08-26 | NP | VSQIX - Voya Solution 2065 Portfolio Class I | 7 063 | −2,40 | 349 | 6,73 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 18 310 | −0,72 | 906 | 8,51 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 23 340 | 8,28 | 1 154 | 18,36 | ||||
2025-07-24 | 13F | SLT Holdings LLC | 12 977 | 642 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 27 008 | 11,66 | 1 336 | 22,03 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 10 357 | 2,47 | 469 | 5,17 | ||||
2025-07-17 | 13F | LVW Advisors, LLC | 7 711 | −1,41 | 381 | 7,93 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 129 440 | −11,25 | 6 402 | −3,01 | ||||
2025-08-29 | NP | GLRBX - James Balanced: Golden Rainbow Fund Retail Class | 27 506 | 1 360 | ||||||
2025-05-13 | 13F | GKV Capital Management Co., Inc. | 40 510 | 1 833 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 7 100 | 17,63 | 351 | 28,57 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 23 119 | −2,44 | 1 143 | 6,62 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 16 072 | −3,27 | 795 | 5,59 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 4 140 | 0,00 | 205 | 9,09 | ||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 49 677 | −31,76 | 2 470 | −25,05 | ||||
2025-08-06 | 13F | Able Wealth Management LLC | 4 751 | 235 | ||||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 189 023 | −2,63 | 9 349 | 6,41 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 4 478 | 0,00 | 221 | 9,41 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 8 753 | −15,67 | 442 | −5,77 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 58 466 | 2 892 | ||||||
2025-08-13 | 13F | Boston Family Office Llc | 10 817 | 2,15 | 1 | |||||
2025-07-11 | 13F | Windsor Capital Management, LLC | 30 165 | −2,06 | 1 492 | 6,96 | ||||
2025-08-13 | 13F | Marshall Wace, Llp | 113 749 | 5 626 | ||||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 11 172 | −2,21 | 553 | 6,77 | ||||
2025-07-21 | 13F | Cape Cod Five Cents Savings Bank | 31 961 | 0,00 | 1 529 | 0,00 | ||||
2025-05-12 | 13F | Simplex Trading, Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Rothschild & Co Wealth Management UK Ltd | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 183 091 | 2,54 | 9 056 | 12,05 | ||||
2025-07-29 | 13F | LMG Wealth Partners, LLC | 52 981 | 2,22 | 2 620 | 11,73 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 110 937 | 13,47 | 5 487 | 24,01 | ||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 6 863 | 339 | ||||||
2025-07-22 | 13F | MBL Wealth, LLC | 47 898 | 0,68 | 2 369 | 10,03 | ||||
2025-05-14 | 13F/A | Miramar Fiduciary Corp | 649 | 25 | ||||||
2025-07-18 | 13F | Cooper Financial Group | 5 187 | −37,69 | 257 | −31,91 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 57 975 | 4,83 | 2 867 | 14,54 | ||||
2025-04-25 | 13F | New Perspectives, Inc | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | First Hawaiian Bank | 29 674 | −9,36 | 1 468 | −0,95 | ||||
2025-07-16 | 13F | Northern Oak Wealth Management Inc | 97 079 | −0,97 | 4 802 | 8,23 | ||||
2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 101 152 | 5 003 | ||||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 32 734 | −0,76 | 1 619 | 8,51 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 11 | −98,21 | 1 | −100,00 | ||||
2025-08-14 | 13F | Toronto Dominion Bank | 400 | 0,00 | 20 | 11,11 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 6 149 000 | 24,56 | 304 130 | 36,11 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 10 152 | −8,76 | 502 | −0,20 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 6 214 | −80,51 | 307 | −78,71 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 7 368 | −7,25 | 364 | 1,39 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 444 | 32,93 | 22 | 40,00 | ||||
2025-08-14 | 13F | Menora Mivtachim Holdings Ltd. | 190 680 | 52,54 | 9 431 | 66,71 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 10 379 | 111,26 | 513 | 131,08 | ||||
2025-07-14 | 13F | Mechanics Bank Trust Department | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 15 687 | 0,08 | 776 | 9,31 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 24 956 | −5,58 | 1 234 | 3,18 | ||||
2025-07-16 | 13F | ORG Partners LLC | 2 459 | −90,76 | 122 | −89,90 | ||||
2025-07-22 | 13F | Global Assets Advisory, LLC | 20 208 | −51,64 | 1 004 | −43,68 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 1 158 | 57 | ||||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 966 534 | −9,11 | 47 805 | −0,67 | ||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 6 773 | 0,00 | 335 | 9,15 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 107 490 | 44,60 | 5 316 | 58,03 | ||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 35 075 | 1 735 | ||||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 7 048 | 5,54 | 349 | 15,23 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 3 206 | 0,00 | 159 | 8,97 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 49 472 | 2,85 | 2 447 | 12,41 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 125 288 | −0,14 | 6 197 | 9,12 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 22 258 | −46,91 | 1 | 0,00 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 10 939 | 0,00 | 495 | 2,91 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 8 251 | 18,33 | 408 | 29,52 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 11 189 | 17,40 | 553 | 28,31 | ||||
2025-07-09 | 13F | PFW Advisors LLC | 193 147 | −5,17 | 9 553 | 3,63 | ||||
2025-08-01 | 13F | May Hill Capital, LLC | 37 514 | −17,17 | 1 855 | −9,47 | ||||
2025-07-18 | 13F | WealthNavi Inc. | 15 653 250 | −6,95 | 774 | 1,71 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 6 168 | 13,84 | 305 | 24,49 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 1 044 305 | 1,84 | 51 651 | 11,29 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 54 400 | 0,00 | 2 691 | 9,26 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 689 483 | −5,23 | 34 194 | 3,84 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 108 542 | 5,26 | 5 368 | 15,05 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 19 815 | −2,94 | 980 | 6,18 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 202 463 | −8,81 | 10 014 | −0,36 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 492 215 | −2,22 | 24 345 | 6,86 | ||||
2025-08-06 | 13F | Titan Global Capital Management Usa Llc | 100 928 | −18,05 | 4 992 | −10,44 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 3 426 755 | 6,63 | 169 487 | 16,53 | ||||
2025-08-14 | 13F/A | Perritt Capital Management Inc | 14 951 | −6,10 | 739 | 2,64 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 4 656 | −1,50 | 230 | 7,98 | ||||
2025-07-31 | 13F | Future You Wealth Llc | 62 620 | 22,59 | 3 095 | 33,92 | ||||
2025-07-02 | 13F | Marotta Asset Management | 324 674 | −2,81 | 16 058 | 0,46 | ||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 171 444 | 6,41 | 8 480 | 16,28 | ||||
2025-08-07 | 13F | Tfo-tdc, Llc | 68 468 | 0,03 | 3 386 | 9,30 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 258 850 | 80,04 | 12 803 | 96,74 | ||||
2025-07-22 | 13F | Integrated Capital Management, LLC | 64 584 | 6,08 | 3 | 50,00 | ||||
2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 6 618 | −31,62 | 327 | −25,34 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 47 396 | −2,96 | 2 344 | 6,06 | ||||
2025-07-24 | 13F | Acima Private Wealth, Llc | 365 | 0,00 | 18 | 12,50 | ||||
2025-07-14 | 13F | E&G Advisors, LP | 62 741 | 0,05 | 3 102 | 9,30 | ||||
2025-07-23 | 13F | Litman Gregory Asset Management LLC | 803 084 | −1,67 | 39 721 | 7,46 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 141 736 | 3,05 | 7 010 | 12,61 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 6 335 | 0,00 | 313 | 9,44 | ||||
2025-07-08 | 13F | Lpwm Llc | 228 288 | 56,71 | 11 291 | 71,26 | ||||
2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 14 857 | −9,68 | 735 | −1,34 | ||||
2025-07-10 | 13F | Secure Asset Management, LLC | 28 858 | 429,70 | 1 427 | 480,08 | ||||
2025-07-29 | 13F | Regions Financial Corp | 3 270 427 | 4,83 | 161 755 | 14,56 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 27 283 | 6,62 | 1 349 | 16,49 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 51 | −88,28 | 3 | −89,47 | ||||
2025-08-13 | 13F | Black Cypress Capital Management, LLC | 10 267 | −18,26 | 508 | −10,74 | ||||
2025-07-18 | 13F | Truist Financial Corp | 1 808 209 | −3,76 | 89 434 | 5,17 | ||||
2025-07-22 | 13F | Noble Family Wealth, LLC | 27 972 | 12,14 | 1 383 | 22,61 | ||||
2025-08-14 | 13F | Betterment LLC | 52 572 127 | −5,80 | 2 600 | 2,97 | ||||
2025-07-29 | 13F | Parthenon Llc | 115 193 | 1,07 | 5 697 | 10,45 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 13 149 | 15,24 | 650 | 25,97 | ||||
2025-07-21 | 13F | Wallington Asset Management, LLC | 159 885 | 7 908 | ||||||
2025-07-29 | 13F | Latitude Advisors, LLC | 7 079 | −2,52 | 350 | 6,71 | ||||
2025-08-12 | 13F | Frontier Asset Management, LLC | 277 362 | −32,99 | 13 718 | −26,77 | ||||
2025-08-13 | 13F | Wealthquest Corp | 5 064 | 0,92 | 250 | 10,13 | ||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 7 186 | 0,03 | 355 | 9,23 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 7 | 0 | ||||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 650 795 | 0,64 | 32 188 | 9,98 | ||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 9 828 | 1,68 | 486 | 11,21 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 10 084 | 61,22 | 499 | 75,97 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 106 066 | 10,77 | 5 246 | 21,07 | ||||
2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 34 376 | −3,64 | 1 700 | 5,33 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 421 881 | −0,97 | 21 | 5,26 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 7 536 | 6,14 | 382 | 19,00 | ||||
2025-08-14 | 13F | Sentinus, LLC | 43 803 | −0,59 | 2 167 | 8,63 | ||||
2025-07-18 | 13F | Viewpoint Investment Partners Corp | 33 030 | 58,04 | 1 634 | 72,80 | ||||
2025-07-29 | 13F | Sincerus Advisory, LLC | 4 560 | −3,18 | 232 | 8,45 | ||||
2025-07-23 | NP | VRSAX - Voya Target Retirement 2060 Fund Class I | 42 467 | −1,07 | 1 996 | 3,91 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2 429 | 0,00 | 120 | 10,09 | ||||
2025-07-09 | 13F | Woodstock Corp | 117 657 | −10,18 | 5 819 | −1,84 | ||||
2025-07-25 | 13F | Parker Financial LLC | 329 155 | 3,12 | 16 281 | 12,68 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 23 439 | 0,02 | 1 159 | 9,34 | ||||
2025-07-30 | 13F | Axiom Financial Strategies, LLC | 178 131 | −0,54 | 8 810 | 8,70 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 5 681 | 3,65 | 281 | 12,90 | ||||
2025-07-02 | 13F | Norway Savings Bank | 8 437 | −40,16 | 417 | −34,64 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 114 188 | −1,48 | 5 648 | 7,66 | ||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 94 061 | 17,89 | 4 652 | 32,42 | ||||
2025-07-23 | NP | IRSNX - Voya Target Retirement 2035 Fund Class I | 116 687 | −2,90 | 5 484 | 2,03 | ||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 33 151 | −1,03 | 1 640 | 8,11 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 4 365 | −4,82 | 216 | 3,86 | ||||
2025-07-24 | 13F | Louisbourg Investments Inc. | 62 794 | 5,01 | 3 106 | 14,75 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 57 396 | −4,21 | 2 839 | 4,68 | ||||
2025-07-14 | 13F | Proathlete Wealth Management Llc | 147 708 | 4,09 | 7 309 | 13,76 | ||||
2025-07-14 | 13F | Acropolis Investment Management, LLC | 941 557 | 1,30 | 46 569 | 10,70 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 31 423 | −1,68 | 1 583 | 9,10 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 326 735 | 1,27 | 16 160 | 10,67 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 1 380 | 0,00 | 68 | 9,68 | ||||
2025-07-30 | 13F | Fiduciary Family Office, Llc | 4 517 | 0,00 | 223 | 9,31 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 6 444 | 319 | ||||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 415 | 62,11 | 21 | 81,82 | ||||
2025-08-04 | 13F | Twin City Private Wealth, Llc | 6 353 | −8,85 | 314 | −0,32 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Bridgewater Associates, LP | 1 836 460 | −15,50 | 90 831 | −7,65 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 58 477 | 6,82 | 2 892 | 16,75 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 143 738 | −20,60 | 9 855 | −14,39 | ||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 5 894 | 0,00 | 292 | 9,40 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 24 285 | 263,06 | 1 201 | 297,68 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 2 892 | 0,00 | 143 | 10,00 | ||||
2025-08-04 | 13F | Heritage Investors Management Corp | 121 493 | 0,48 | 6 | 20,00 | ||||
2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | London & Capital Asset Management Ltd | 16 989 | 15,45 | 840 | 26,13 | ||||
2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 5 848 | −7,88 | 289 | 0,70 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 578 | 26 | ||||||
2025-07-17 | 13F | Oakworth Capital, Inc. | 4 256 | 0,00 | 211 | 9,38 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 7 294 | 76,70 | 361 | 93,55 | ||||
2025-08-12 | 13F | Trexquant Investment LP | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Northeast Investment Management | 160 791 | 7,39 | 7 953 | 17,36 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 274 880 | −1,31 | 13 596 | 7,85 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 6 523 340 | 2,56 | 322 644 | 12,08 | ||||
2025-05-06 | 13F | Lifeworks Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 19 107 | −94,00 | 945 | −93,44 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 14 849 | 4,03 | 734 | 13,62 | ||||
2025-07-09 | 13F | Emprise Bank | 9 958 | 493 | ||||||
2025-07-15 | 13F | Bfsg, Llc | 43 517 | −7,84 | 2 152 | 0,70 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 388 | 0,07 | 69 | 9,68 | ||||
2025-05-02 | 13F | Sumitomo Life Insurance Co | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Lcnb Corp | 7 144 | 0,00 | 353 | 9,29 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 6 217 | −51,64 | 307 | −47,16 | ||||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 47 | −29,85 | 2 | −33,33 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 103 482 | 2,24 | 5 118 | 25,07 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 16 822 | 0,29 | 832 | 9,62 | ||||
2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 39 203 | −0,82 | 1 939 | 8,33 | ||||
2025-08-14 | 13F | BancorpSouth Bank | 4 674 | 1,85 | 231 | 11,59 | ||||
2025-04-30 | 13F | Highview Capital Management LLC/DE/ | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 3 | −25,00 | 0 | |||||
2025-07-22 | 13F | Checchi Capital Advisers, LLC | 362 537 | −5,01 | 17 931 | 3,82 | ||||
2025-08-05 | 13F | RiverGlades Family Offices LLC | 139 492 | 4,57 | 6 899 | 14,28 | ||||
2025-08-13 | 13F | Echo45 Advisors LLC | 180 497 | 0,24 | 8 927 | 9,53 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 1 464 836 | 3,94 | 72 | 14,29 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 1 665 | 0,00 | 82 | 9,33 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 27 | 0,00 | 0 | |||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 32 979 | −1,71 | 1 631 | 7,44 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 423 989 | −2,23 | 21 | 5,26 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 900 333 | 6,07 | 44 530 | 15,91 | ||||
2025-05-09 | 13F | Financial Connections Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Newton One Investments LLC | 198 013 | −0,44 | 9 794 | 8,80 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 688 033 | 1,04 | 34 168 | 10,40 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 1 266 376 | −5,09 | 62 635 | 3,72 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 1 374 012 | 4,14 | 67 959 | 13,80 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 658 | 353,79 | 33 | 433,33 | ||||
2025-07-10 | 13F | PMV Capital Advisers, LLC | 428 | 21 | ||||||
2025-07-07 | 13F | Accelerate Investment Advisors LLC | 76 159 | 4,42 | 3 767 | 14,09 | ||||
2025-07-22 | 13F | Luken Investment Analytics, LLC | 8 | 0 | ||||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 19 617 | −16,51 | 970 | −8,75 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 4 278 | 212 | ||||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 2 298 708 | 0,71 | 113 838 | 10,20 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Growth Portfolio Class F | 17 000 | −10,53 | 841 | −2,21 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 73 253 | 6,14 | 3 623 | 16,01 | ||||
2025-08-04 | 13F | Carret Asset Management, Llc | 28 009 | −2,84 | 1 385 | 6,21 | ||||
2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Clarendon Private LLC | 6 159 | 0,00 | 305 | 9,35 | ||||
2025-08-14 | 13F | Wexford Capital Lp | 209 092 | 10 342 | ||||||
2025-07-31 | 13F | Ramsay, Stattman, Vela & Price, Inc. | 26 833 | −10,83 | 1 327 | −2,57 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 210 982 | 11,37 | 10 | 25,00 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 333 313 | 12,44 | 16 486 | 22,88 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 15 341 | 484,20 | 759 | 542,37 | ||||
2025-07-21 | 13F | Cape Ann Savings Bank | 16 379 | 0,00 | 810 | 9,31 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 10 584 | −75,10 | 524 | −72,80 | ||||
2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 20 837 | −6,48 | 1 031 | 2,18 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 21 416 | 1,25 | 1 059 | 10,66 | ||||
2025-07-09 | 13F | Beacon Financial Group | 226 793 | 86,62 | 11 217 | 103,95 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 24 126 | 4,94 | 1 193 | 14,71 | ||||
2025-08-14 | 13F | Mariner, LLC | 13 177 456 | 1,29 | 651 738 | 10,69 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 282 684 | 0,36 | 13 982 | 9,68 | ||||
2025-08-14 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 819 916 | 0,19 | 40 553 | 9,48 | ||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 13 232 | 0,28 | 654 | 9,55 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 15 378 | 384,04 | 761 | 431,47 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 53 700 | 87,76 | 2 656 | 105,26 | |||
2025-07-10 | 13F | Wedmont Private Capital | 2 608 070 | 6,09 | 129 386 | 22,11 | ||||
2025-07-09 | 13F | Hiley Hunt Wealth Management | 155 208 | 2,00 | 7 672 | 11,01 | ||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 4 095 | 203 | ||||||
2025-04-29 | 13F | Element Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 113 200 | −28,35 | 5 599 | −21,72 | |||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 7 825 | −93,63 | 387 | −93,04 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 58 | 3 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 2 816 | 1,00 | 139 | 10,32 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 261 779 | −8,64 | 12 948 | −0,17 | ||||
2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 356 073 | −4,51 | 17 611 | 4,36 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 177 128 | −3,18 | 8 761 | 5,81 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 7 591 | −3,96 | 375 | 5,04 | ||||
2025-08-07 | 13F | Factory Mutual Insurance Co | 28 100 | 0,00 | 1 390 | 9,28 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 16 215 | −13,12 | 802 | −5,09 | ||||
2025-07-23 | 13F | Bear Mountain Capital, Inc. | 315 420 | 0,82 | 15 926 | 12,74 | ||||
2025-08-08 | 13F | Accredited Investors Inc. | 5 486 | 21,72 | 271 | 32,84 | ||||
2025-08-05 | 13F | Tsfg, Llc | 1 491 | −13,36 | 0 | |||||
2025-08-13 | 13F | Northern Trust Corp | 44 069 408 | 1,26 | 2 179 673 | 10,66 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 271 169 | 12,95 | 13 412 | 23,43 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 33 506 | −2,99 | 1 657 | 6,01 | ||||
2025-07-17 | 13F | Symmetry Partners, LLC | 118 482 | −16,18 | 5 860 | −8,39 | ||||
2025-08-06 | 13F | Simmons Bank | 222 605 | −3,17 | 11 010 | 5,81 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 210 864 | 3,41 | 10 429 | 13,01 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 86 621 | −2,41 | 4 284 | 6,65 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 12 139 | 0,01 | 600 | 9,29 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 7 128 | 1,95 | 353 | 11,39 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 63 756 | 0,74 | 3 153 | 10,09 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 2 991 | −32,07 | 148 | −26,13 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 365 839 | −3,28 | 18 094 | 5,69 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 48 367 | −2,52 | 2 392 | 6,55 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 9 321 | −1,99 | 461 | 7,21 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 6 380 | −5,64 | 316 | 2,94 | ||||
2025-08-08 | 13F | SG Americas Securities, LLC | 2 502 | 2,54 | 0 | |||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 150 | −93,07 | 7 | −92,78 | ||||
2025-07-18 | 13F | USA Financial Portformulas Corp | 3 123 | −33,75 | 154 | −27,70 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 1 042 507 | 3,20 | 51 562 | 12,77 | ||||
2025-07-09 | 13F | Radnor Capital Management, LLC | 14 060 | 0,00 | 1 | |||||
2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 15 800 | −1,65 | 781 | 7,43 | ||||
2025-08-12 | 13F | Wernau Asset Management Inc. | 17 328 | −11,35 | 857 | −3,05 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 10 332 | −6,66 | 511 | 2,20 | ||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4 774 | 236 | ||||||
2025-08-06 | 13F | Climber Capital SA | 45 060 | 0,00 | 2 158 | 28,38 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 64 993 | 133,08 | 3 | 200,00 | ||||
2025-04-23 | 13F | VisionPoint Advisory Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 100 978 | −6,83 | 4 994 | 1,81 | ||||
2025-08-01 | 13F | Hikari Power Ltd | 58 810 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | Granite Investment Partners, LLC | 29 336 | 0,00 | 1 451 | 9,27 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Seven Mile Advisory | 14 959 | 0,08 | 740 | 9,32 | ||||
2025-08-13 | 13F | Cliffwater LLC | 208 613 | −0,33 | 10 318 | 8,91 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 135 761 | 24,70 | 6 715 | 36,27 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 712 600 | 6,35 | 35 245 | 16,22 | ||||
2025-07-16 | 13F | Freestate Advisors LLC | 9 073 | 36,40 | 449 | 48,84 | ||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 14 954 | 4,13 | 740 | 13,87 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 48 009 | −9,30 | 2 375 | −0,88 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 36 195 | 0,06 | 1 790 | 18,54 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 7 168 | 12,92 | 355 | 23,34 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 6 487 | 11,04 | 321 | 21,21 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 4 882 | −0,25 | 0 | |||||
2025-07-30 | 13F | First Interstate Bank | 19 915 | 4,04 | 985 | 13,63 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 415 | 62,11 | 21 | 81,82 | ||||
2025-07-14 | 13F | Abound Wealth Management | 131 321 | 5,95 | 6 495 | 15,78 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 6 269 | 0,00 | 310 | 9,54 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 280 375 | 3,36 | 13 867 | 12,95 | ||||
2025-08-11 | 13F | Eq Llc | 4 787 | −0,31 | 237 | 8,76 | ||||
2025-08-12 | 13F | XTX Topco Ltd | 6 261 | 310 | ||||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 7 610 | 0,00 | 376 | 9,30 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 10 131 | 0,17 | 459 | |||||
2025-08-14 | 13F | Essential Planning, LLC. | 5 704 | −12,30 | 282 | −4,08 | ||||
2025-07-23 | 13F | Capital Management Associates, Inc | 7 655 | −46,51 | 379 | −41,58 | ||||
2025-07-07 | 13F | Horizons Wealth Management | 8 299 | −6,81 | 410 | 1,74 | ||||
2025-07-15 | 13F | DKM Wealth Management, Inc. | 7 477 | 0,42 | 370 | 9,50 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 22 886 | 6,43 | 1 132 | 16,24 | ||||
2025-07-21 | 13F | First National Bank & Trust Co Of Newtown | 25 744 | −0,54 | 1 273 | 8,71 | ||||
2025-07-07 | 13F | Trust Co | 101 297 | −54,20 | 5 010 | −49,95 | ||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 166 827 | 8,39 | 8 251 | 18,46 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 43 399 | −0,12 | 2 147 | 9,16 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 10 921 | −28,87 | 540 | −22,19 | ||||
2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 214 088 | 43,27 | 10 589 | 56,56 | ||||
2025-07-03 | 13F | Collective Family Office Llc | 17 544 | −1,72 | 868 | 7,43 | ||||
2025-08-13 | 13F | Custom Index Systems, Llc | 53 982 | 29,59 | 2 670 | 41,59 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 15 460 | −23,54 | 766 | −17,63 | ||||
2025-08-12 | 13F | Mcdonald Partners Llc | 7 595 | 376 | ||||||
2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 9 355 | −5,55 | 463 | 3,13 | ||||
2025-08-13 | 13F | Rinkey Investments | 73 399 | −10,73 | 3 630 | −2,45 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 59 557 | 1,65 | 2 946 | 11,09 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 58 318 | −2,48 | 2 884 | 6,58 | ||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-07 | 13F | St. Clair Advisors, LLC | 7 541 | 0,28 | 373 | 9,41 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 60 749 | 6,59 | 3 005 | 16,48 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
2025-04-25 | 13F | CHURCHILL MANAGEMENT Corp | 0 | −100,00 | 0 | |||||
2025-05-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 52 062 | 28,53 | 3 | 100,00 | ||||
2025-08-14 | 13F/A | Barclays Plc | 4 400 | −88,30 | 0 | −100,00 | ||||
2025-07-16 | 13F | Pacific Sage Partners, LLC | 4 570 | 226 | ||||||
2025-04-28 | 13F | Cidel Asset Management Inc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | Call | 103 200 | −12,39 | 5 | 0,00 | |||
2025-07-15 | 13F | Focused Wealth Management, Inc | 514 105 | 2,15 | 25 428 | 11,62 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 296 336 | −3,31 | 14 657 | 8,60 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 425 | −3,11 | 369 | 11,52 | ||||
2025-08-14 | 13F | TrueWealth Financial Partners | 318 764 | −8,72 | 15 766 | −0,25 | ||||
2025-08-25 | NP | AGTFX - Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I | 252 600 | 15,50 | 12 494 | 26,22 | ||||
2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 134 141 | 0,45 | 6 635 | 9,76 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 2 144 527 | 8,60 | 106 068 | 18,68 | ||||
2025-07-16 | 13F | Squire Investment Management Company, LLC | 16 249 | 5,75 | 804 | 15,54 | ||||
2025-08-04 | 13F | Analyst IMS Investment Management Services Ltd. | 143 543 | −0,09 | 7 | 16,67 | ||||
2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 246 448 | −0,06 | 12 189 | 9,22 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 7 007 | 0,00 | 346 | 9,15 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares | 72 856 | −9,65 | 3 603 | −1,26 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 79 455 | −14,72 | 3 930 | −6,81 | ||||
2025-08-15 | 13F | Orcam Financial Group | 29 274 | 6,18 | 1 448 | 16,04 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 9 952 | −1,93 | 492 | 7,19 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 14 581 | −15,44 | 721 | −7,56 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 92 069 | −0,14 | 4 554 | 9,11 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 1 388 750 | 0,49 | 68 688 | 9,81 | ||||
2025-07-15 | 13F | Cordant, Inc. | 275 916 | −3,63 | 13 647 | 5,31 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 202 372 | 21,51 | 10 009 | 32,80 | ||||
2025-08-13 | 13F | Westerkirk Capital Inc. | 958 700 | 47 417 | ||||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 28 293 | 14,57 | 1 399 | 25,25 | ||||
2025-08-14 | 13F | Bank of Marin | 9 299 | 460 | ||||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 19 611 | 0,00 | 970 | 9,24 | ||||
2025-08-04 | 13F | Field & Main Bank | 920 | 0,00 | 45 | 9,76 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 37 494 | 32,41 | 1 854 | 44,73 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 60 502 | 4,59 | 2 992 | 14,29 | ||||
2025-04-23 | 13F | Cornerstone Wealth Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 211 997 | 3,53 | 10 485 | 13,14 | ||||
2025-08-14 | 13F | Freedom Financial Partners LLC | 166 801 | 6,07 | 8 250 | 15,91 | ||||
2025-07-16 | 13F | Tenret Co LLC | 144 883 | −18,12 | 7 166 | −10,54 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 89 | 0,00 | 4 | 0,00 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 29 771 | −4,78 | 1 472 | 4,03 | ||||
2025-08-08 | 13F | Marble Harbor Investment Counsel, LLC | 373 383 | −0,10 | 18 468 | 9,18 | ||||
2025-05-14 | 13F | Walleye Trading LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 34 720 | −0,99 | 1 717 | 8,19 | ||||
2025-05-14 | 13F | Walleye Trading LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-15 | 13F | Total Wealth Planning, Llc | 10 193 | −8,88 | 504 | −0,40 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 11 091 | 0,00 | 549 | 9,38 | ||||
2025-07-17 | 13F | Eclectic Associates Inc /adv | 48 817 | 3,20 | 2 414 | 12,80 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 46 257 | −1,14 | 2 094 | 1,60 | ||||
2025-05-01 | 13F | Steel Peak Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 144 | −36,56 | 7 | −30,00 | ||||
2025-08-15 | 13F | Blue Edge Capital, LLC | 260 603 | 12,00 | 12 889 | 22,40 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 28 751 | −11,39 | 1 422 | −3,13 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 163 | 0,00 | 8 | 14,29 | ||||
2025-08-21 | NP | SFBPX - Great-West SecureFoundation Balanced ETF Fund Class A | 17 924 | −1,83 | 887 | 7,26 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 381 238 | 0,13 | 18 856 | 9,43 | ||||
2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 277 657 | 19,80 | 13 733 | 30,92 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 8 019 | 0,00 | 397 | 9,39 | ||||
2025-08-14 | 13F/A | Forefront Analytics, LLC | 172 044 | 9,66 | 8 509 | 19,83 | ||||
2025-08-01 | 13F | Fire Capital Management LLC | 62 938 | 47,60 | 3 113 | 61,33 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1 174 659 | 14,92 | 58 099 | 25,59 | ||||
2025-07-29 | 13F | Private Trust Co Na | 50 450 | −3,98 | 2 495 | 4,96 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 159 522 | 9,93 | 7 890 | 20,13 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 9 539 | 124,39 | 472 | 145,31 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 141 952 | 125,32 | 7 021 | 146,23 | ||||
2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 108 964 | 1,11 | 5 389 | 10,50 | ||||
2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 5 866 | −6,74 | 290 | 2,11 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 10 389 | 7,09 | 514 | 16,86 | ||||
2025-08-18 | 13F | Wellington Capital Management, Inc. | 21 542 | 1 | ||||||
2025-08-13 | 13F | Invesco Ltd. | 1 542 772 | 8 535,72 | 76 306 | 9 343,69 | ||||
2025-07-23 | 13F | Cohen Capital Management, Inc. | 14 817 | 0,05 | 733 | 9,25 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 44 905 | 2,98 | 2 221 | 12,57 | ||||
2025-07-29 | NP | JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 | 197 961 | 0,72 | 9 304 | 5,84 | ||||
2025-07-10 | 13F | Oldfather Financial Services, LLC | 6 083 | −5,20 | 301 | 3,45 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 9 346 | 16,01 | 462 | 26,92 | ||||
2025-08-14 | 13F | VPR Management LLC | 37 700 | −72,62 | 1 865 | −70,09 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 13 095 | −18,64 | 648 | −11,13 | ||||
2025-08-26 | NP | RPAR - RPAR Risk Parity ETF | 795 549 | −12,19 | 39 348 | −4,04 | ||||
2025-07-09 | 13F | Defined Wealth Management, Llc | 80 106 | −0,62 | 3 962 | 8,61 | ||||
2025-08-26 | NP | ISNPX - Voya Solution 2050 Portfolio Class ADV | 13 981 | −1,69 | 692 | 7,47 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 162 295 | 1,23 | 8 027 | 10,63 | ||||
2025-08-14 | 13F | Fmr Llc | 1 768 147 | −0,31 | 87 453 | 8,94 | ||||
2025-07-09 | 13F | Westmount Partners, LLC | 12 882 | 0,08 | 637 | 9,45 | ||||
2025-07-29 | 13F | Creekside Partners | 61 695 | 2,15 | 3 051 | 11,64 | ||||
2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 302 086 | −31,39 | 14 941 | −25,02 | ||||
2025-07-10 | 13F | Moller Financial Services | 269 931 | 3,90 | 13 351 | 13,54 | ||||
2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 6 243 | 0,00 | 309 | 9,22 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 9 807 | 0,00 | 485 | 9,48 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 438 874 | 2,81 | 22 273 | 15,29 | ||||
2025-08-12 | 13F | NDVR, Inc. | 177 227 | 2,13 | 8 766 | 11,60 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 382 735 | 200,17 | 18 930 | 228,08 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 19 709 | −24,67 | 975 | −17,74 | ||||
2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 135 099 | 4,77 | 6 682 | 14,48 | ||||
2025-08-11 | 13F | Empowered Funds, LLC | 1 389 256 | 4,79 | 68 713 | 14,51 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | L2 Asset Management, LLC | 9 318 | 461 | ||||||
2025-07-18 | 13F | Fmb Wealth Management | 4 396 | 217 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 229 457 | 4,99 | 11 349 | 17,91 | ||||
2025-08-12 | 13F | Country Trust Bank | 1 581 292 | 5,65 | 78 211 | 15,45 | ||||
2025-07-31 | 13F | Money Design Co.,Ltd. | 1 757 212 | 2,42 | 87 | 11,69 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-26 | 13F | Claris Financial LLC | 6 575 | 0,12 | 325 | 12,46 | ||||
2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 118 399 | 2,62 | 5 359 | 5,45 | ||||
2025-05-08 | 13F | Aspiring Ventures, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 86 743 | 4 290 | ||||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 76 494 | 78,80 | 3 783 | 95,40 | ||||
2025-08-14 | 13F | Bakala Capital Management LLC | 33 916 | −9,94 | 1 677 | −1,58 | ||||
2025-08-08 | 13F | Investment Partners, Ltd. | 153 169 | 7,15 | 7 576 | 17,10 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 54 990 | 4,06 | 2 720 | 13,58 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 7 401 | 14,71 | 366 | 25,34 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 86 434 | −0,71 | 4 275 | 8,53 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 7 607 | −21,56 | 376 | −14,16 | ||||
2025-07-10 | 13F | Pachira Investments Inc. | 65 798 | 10,54 | 3 254 | 20,65 | ||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 6 317 | −4,32 | 312 | 4,70 | ||||
2025-08-11 | 13F | Sierra Capital LLC | 153 849 | −8,07 | 8 | 0,00 | ||||
2025-07-11 | 13F | BTC Capital Management, Inc. | 342 320 | 5,99 | 16 931 | 15,81 | ||||
2025-07-29 | 13F | Carmel Capital Partners, LLC | 8 779 | 87,83 | 434 | 105,69 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 79 109 | −0,47 | 3 923 | 13,45 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 66 398 | 2,05 | 3 321 | 12,81 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16 645 | 25,29 | 823 | 36,94 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 58 | 81,25 | 3 | 100,00 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 121 890 | −1,81 | 6 029 | 7,30 | ||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Nepc Llc | 2 234 655 | 5,74 | 110 526 | 15,55 | ||||
2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 8 522 | −5,13 | 421 | 3,69 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 814 | 0,10 | 584 | 9,36 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 281 298 | 0,05 | 13 913 | 9,33 | ||||
2025-07-22 | 13F | 4Thought Financial Group Inc. | 159 631 | 1,89 | 7 895 | 11,35 | ||||
2025-08-07 | 13F | Topel & Distasi Wealth Management, LLC | 40 546 | −1,18 | 2 005 | 7,97 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 49 677 | −1,70 | 2 457 | 7,43 | ||||
2025-08-14 | 13F | Vivaldi Capital Management, LLC | 22 803 | −3,08 | 1 128 | 5,92 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 65 075 | −3,57 | 3 219 | 5,37 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 4 557 925 | −0,34 | 225 436 | 8,91 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 9 964 | −22,10 | 493 | −14,88 | ||||
2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 10 022 | 0,00 | 496 | 9,27 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19 073 | −0,44 | 943 | 8,64 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 1 121 337 | −1,53 | 55 461 | 7,49 | ||||
2025-08-12 | 13F | Tocqueville Asset Management L.p. | 394 365 | −3,12 | 19 505 | 5,87 | ||||
2025-08-14 | 13F | Aperture Investors, LLC | 263 332 | 0,00 | 13 024 | 9,28 | ||||
2025-08-13 | 13F | Walleye Trading LLC | Call | 0 | −100,00 | 0 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 42 710 | 2,63 | 2 112 | 12,16 | ||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Avenue 1 Advisors, LLC | 19 795 | 3,57 | 979 | 13,18 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 250 180 | 3,91 | 12 374 | 13,55 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 220 924 | 1,85 | 10 927 | 11,30 | ||||
2025-07-23 | 13F | Intergy Private Wealth, LLC | 7 755 | −3,15 | 384 | 5,80 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 134 133 | −1,31 | 6 634 | 7,85 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 32 008 | −0,65 | 1 583 | 8,57 | ||||
2025-08-14 | 13F | First Manhattan Co | 163 277 | 56,34 | 8 076 | 70,86 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 224 | 0,00 | 11 | 10,00 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 473 | 0,00 | 23 | 9,52 | ||||
2025-08-01 | 13F | Cedar Point Capital Partners, LLC | 124 809 | −9,27 | 6 173 | −0,84 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 177 261 | −4,27 | 8 767 | 4,62 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 278 264 | −7,11 | 13 763 | 1,50 | ||||
2025-08-13 | 13F | ARGI Investment Services, LLC | 1 884 453 | −5,33 | 93 205 | 3,45 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 5 308 | 53,06 | 263 | 67,95 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 41 746 | 1,85 | 2 065 | 11,27 | ||||
2025-04-29 | 13F | Hm Payson & Co | 56 539 | −1,33 | 2 559 | 1,39 | ||||
2025-08-14 | 13F | Family Management Corp | 0 | −100,00 | 0 | |||||
2025-07-29 | NP | JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 | 203 367 | −4,57 | 9 558 | 0,27 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 389 | 0,00 | 19 | 11,76 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 1 746 213 | −3,51 | 86 368 | 5,45 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 6 709 | −0,67 | 332 | 8,52 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 13 378 222 | 1,48 | 661 686 | 10,90 | ||||
2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 141 095 | 0,29 | 6 979 | 9,60 | ||||
2025-08-14 | 13F | Parkwood LLC | 1 190 229 | 1 229,79 | 59 | 1 350,00 | ||||
2025-08-07 | 13F | W Advisors, Llc | 4 498 | 0,02 | 222 | 9,36 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 126 991 | −1,93 | 6 281 | 7,17 | ||||
2025-07-24 | 13F | rebel Financial LLC | 119 697 | 5 920 | ||||||
2025-07-08 | 13F | Boltwood Capital Management | 10 938 | 0,00 | 541 | 9,09 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 133 718 | −0,08 | 6 614 | 9,20 | ||||
2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 220 611 | −13,14 | 10 369 | −8,74 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 114 102 | 8,77 | 5 643 | 22,14 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 757 | 27,66 | ||||||
2025-07-08 | 13F | Arlington Trust Co LLC | 6 477 | 14,03 | 320 | 24,51 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 321 273 | 0,42 | 15 890 | 9,74 | ||||
2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 12 195 | −5,10 | 603 | 3,79 | ||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 202 530 | −5,79 | 10 017 | 2,96 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 25 490 | −19,02 | 1 261 | −11,52 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 10 405 | 5,95 | 1 | |||||
2025-05-13 | 13F | Gen-Wealth Partners Inc | 0 | −100,00 | 0 | |||||
2025-05-13 | 13F | Mondrian Investment Partners LTD | 344 | 16 | ||||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 11 173 | 0,00 | 553 | 9,31 | ||||
2025-07-08 | 13F | Northwest & Ethical Investments L.P. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-31 | 13F | Jordan Park Group LLC | 510 529 | 14,52 | 25 251 | 25,14 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 817 | 18,37 | 90 | 28,99 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 8 362 | 12,71 | 414 | 33,12 | ||||
2025-04-17 | 13F | Rs Crum Inc. | 36 426 | −1,89 | 1 649 | 0,80 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 78 719 | 1,51 | 3 893 | 10,94 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Evoke Wealth, Llc | 1 332 571 | 5,39 | 65 909 | 15,17 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 4 541 | 226 | ||||||
2025-07-14 | 13F | Southland Equity Partners LLC | 34 640 | 334,09 | 1 713 | 374,52 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 644 | 86,13 | 32 | 106,67 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 12 610 | −11,77 | 624 | −3,56 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 232 790 | 12,50 | 11 514 | 22,94 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 984 | −4,54 | 148 | 4,26 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 6 264 | 0,24 | 310 | 9,57 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 13 942 | −7,66 | 690 | 0,88 | ||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 7 308 | −3,03 | 361 | 5,87 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 421 915 | 196,95 | 20 868 | 224,53 | ||||
2025-07-21 | 13F | Synergy Financial Management, LLC | 15 034 | 744 | ||||||
2025-08-04 | 13F | Human Investing LLC | 357 736 | 3,91 | 17 700 | 13,59 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 64 640 | −8,40 | 3 197 | 0,09 | ||||
2025-07-28 | 13F | Innova Wealth Partners | 48 519 | −3,65 | 2 400 | 5,27 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 29 739 | −4,56 | 1 471 | 4,26 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 5 873 | 0,15 | 290 | 9,43 | ||||
2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 82 661 | −2,45 | 4 088 | 6,60 | ||||
2025-08-14 | 13F | Harvest Investment Advisors, LLC | 98 619 | −1,25 | 4 878 | 7,90 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 23 634 | −0,58 | 1 169 | 8,65 | ||||
2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 10 | 0,00 | 0 | |||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 425 686 | −0,78 | 21 054 | 8,43 | ||||
2025-08-04 | 13F | Spire Wealth Management | 56 512 | −10,19 | 2 795 | −1,86 | ||||
2025-07-17 | 13F | Smith, Salley & Associates | 8 052 | 0,00 | 398 | 9,34 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 1 009 063 | 1,29 | 49 908 | 10,70 | ||||
2025-08-13 | 13F | Strategic Financial Planning, Inc. | 306 874 | 1,98 | 15 178 | 11,47 | ||||
2025-08-08 | 13F | Canada Post Corp Registered Pension Plan | 170 000 | 8 408 | ||||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 27 088 | −22,36 | 1 340 | −15,20 | ||||
2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 19 269 | 2,32 | 953 | 11,85 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 140 600 | 0,73 | 6 954 | 10,08 | ||||
2025-07-25 | 13F | Advocate Group Llc | 121 274 | 1,98 | 5 998 | 11,45 | ||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 49 991 | −2,64 | 2 263 | 0,04 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 635 173 | 5,08 | 31 343 | 14,37 | ||||
2025-07-30 | 13F | Schwartz Investment Counsel Inc | 12 509 | −4,34 | 619 | 4,57 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 39 018 | −6,45 | 1 930 | 2,23 | ||||
2025-05-16 | 13F | Redwood Investments, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 14 566 | 0,17 | 720 | 9,42 | ||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 209 056 | −11,60 | 10 340 | −3,39 | ||||
2025-08-08 | 13F | Chandler Asset Management, Inc. | 500 055 | −0,52 | 24 733 | 8,71 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 4 261 | 211 | ||||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 9 673 | −2,75 | 478 | 6,22 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 19 397 | 8,31 | 963 | 18,89 | ||||
2025-08-14 | 13F | LM Advisors LLC | 69 876 | −1,55 | 3 | 0,00 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 45 479 372 | 0,13 | 2 249 410 | 9,42 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 1 745 696 | −1,76 | 86 342 | 7,36 | ||||
2025-08-13 | 13F | Rockport Wealth LLC | 11 941 | −1,70 | 591 | 7,47 | ||||
2025-08-11 | 13F | MainStreet Investment Advisors LLC | 215 775 | −1,92 | 10 672 | 7,18 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 9 834 | −15,24 | 486 | −7,43 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7 381 487 | −2,31 | 365 | 7,04 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 7 830 | 0,77 | 387 | 10,26 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 4 088 | 202 | ||||||
2025-07-28 | 13F | Boston Trust Walden Corp | 226 069 | −6,55 | 11 181 | 2,12 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 508 043 | −2,50 | 25 128 | 6,54 | ||||
2025-07-31 | 13F | United Community Bank | 40 086 | −11,52 | 1 983 | −3,32 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 41 537 | −2,94 | 2 054 | 6,10 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 25 645 | 4,24 | 1 268 | 13,93 | ||||
2025-08-26 | 13F | Zeit Capital LLC | 156 484 | −0,03 | 7 740 | 9,25 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1 823 | 6,92 | 90 | 16,88 | ||||
2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 12 717 | −0,14 | 629 | 12,14 | ||||
2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 104 938 | −1,93 | 5 190 | 7,19 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 33 682 | −14,98 | 1 673 | −6,70 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 16 730 | −2,67 | 827 | 6,44 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 16 348 | −8,50 | 809 | 0,00 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 127 682 | −15,13 | 6 315 | −7,24 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 130 139 | −1,33 | 6 437 | 7,82 | ||||
2025-04-14 | 13F | Orrstown Financial Services Inc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Lodestone Wealth Management LLC | 7 111 | 29,79 | 352 | 42,11 | ||||
2025-07-09 | 13F | Riversedge Advisors, Llc | 528 209 | 13,75 | 26 125 | 24,30 | ||||
2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Sapient Capital Llc | 14 880 | 1,26 | 736 | 10,53 | ||||
2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Sonoma Private Wealth LLC | 6 344 | 0,00 | 314 | 9,06 | ||||
2025-07-18 | 13F | Generali Investments CEE, investicni spolecnost, a.s. | 165 500 | 0,00 | 8 186 | 9,28 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 5 245 | 0,00 | 259 | 9,28 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 325 211 | −9,36 | 16 085 | −0,95 | ||||
2025-07-23 | 13F | Fortis Advisors, LLC | 16 320 | 0,28 | 807 | 9,65 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 34 535 105 | 1,33 | 1 708 106 | 10,73 | ||||
2025-08-14 | 13F | First Financial Bankshares Inc | 959 147 | 0,53 | 47 439 | 9,86 | ||||
2025-07-23 | 13F | Axos Invest Inc. | 126 381 | −6,94 | 6 251 | 1,69 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 983 983 | 7,92 | 48 668 | 17,94 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 88 733 | −0,90 | 4 389 | 8,29 | ||||
2025-05-14 | 13F | Healthcare Of Ontario Pension Plan Trust Fund | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 117 023 | 2,32 | 5 788 | 11,80 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 11 317 | −0,60 | 560 | 8,54 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 90 908 | 6,55 | 4 496 | 16,45 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 17 532 | 0,89 | 867 | 10,31 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 6 223 | 0,02 | 308 | 9,25 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 87 753 | −16,40 | 4 340 | −8,65 | ||||
2025-08-12 | 13F | American Century Companies Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 34 623 | 8,64 | 1 712 | 18,72 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 8 497 | −4,70 | 420 | 4,48 | ||||
2025-08-28 | NP | Northern Lights Fund Trust - Grant Park Dynamic Allocation Fund Class A | 23 351 | 57,27 | 1 155 | 71,73 | ||||
2025-07-10 | 13F | Anderson Hoagland & Co | 189 462 | −22,10 | 9 371 | −3,41 | ||||
2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 52 645 | 0,14 | 2 614 | 7,53 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 110 100 | 16,24 | 5 | 25,00 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 248 501 | 1,84 | 12 291 | 11,29 | ||||
2025-08-04 | 13F | Atria Investments Llc | 616 001 | −5,85 | 30 467 | 2,89 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 41 068 | −19,04 | 2 031 | −11,50 | ||||
2025-08-14 | 13F | Staley Capital Advisers Inc | 608 220 | 0,61 | 30 083 | 9,94 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 463 | 0,00 | 23 | 10,00 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2 763 | 0,18 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 178 | 1,80 | 184 | −1,08 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 25 629 | 306,42 | 1 268 | 344,56 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 218 839 | 1,12 | 10 824 | 10,51 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 170 973 | −78,67 | 8 497 | −76,58 | ||||
2025-08-12 | 13F | Barings Llc | 40 756 | 0,00 | 2 016 | 9,27 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 32 637 | −21,31 | 1 614 | −14,01 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 199 516 | 1,20 | 9 030 | 4,01 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 91 635 | 1,33 | 5 | 0,00 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 5 408 | 5,25 | 267 | 15,09 | ||||
2025-08-01 | 13F | Centerpoint Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | RMB Capital Management, LLC | 5 628 | 278 | ||||||
2025-08-28 | NP | RSEE - Rareview Systematic Equity ETF | 143 735 | −15,55 | 7 109 | −7,70 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 3 801 | 1,66 | 188 | 11,24 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 95 202 | −8,16 | 4 709 | 0,36 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 4 679 | −2,60 | 231 | 6,45 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 0 | −100,00 | 0 | |||||
2025-08-29 | NP | MBXAX - Catalyst/Millburn Hedge Strategy Fund Class A | 6 769 065 | −11,04 | 334 798 | −2,79 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 435 | 0,00 | 20 | 0,00 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-07 | 13F | S&co Inc | 111 972 | 0,54 | 6 | 0,00 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 11 045 | 0,11 | 546 | 9,42 | ||||
2025-08-07 | 13F | Mayport, Llc | 22 684 | −14,17 | 1 122 | −6,27 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 259 850 | 3,53 | 62 312 | 13,14 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 449 | 483,12 | 22 | 633,33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 44 048 578 | 0,55 | 2 178 569 | 9,88 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 2 591 543 | −1,15 | 128 178 | 8,03 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 15 632 | −4,89 | 773 | 4,04 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 594 759 | 4,12 | 26 627 | 2,07 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 101 344 | 14,73 | 5 012 | 25,39 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 37 632 | 18,71 | 1 861 | 8,13 | ||||
2025-07-09 | 13F | First Bank & Trust | 454 945 | 0,06 | 22 502 | 9,34 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 67 944 | −13,90 | 3 361 | −5,91 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 12 604 | 623 | ||||||
2025-07-10 | 13F | Fulton Bank, N.a. | 12 765 | 1,73 | 631 | 11,29 | ||||
2025-07-23 | 13F | TPG Financial Advisors, LLC | 71 247 | 11,63 | 3 524 | 21,99 | ||||
2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 21 717 | 0,00 | 1 074 | 9,37 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 213 853 | 95,58 | 10 650 | 115,22 | ||||
2025-08-05 | 13F | Meridian Management Co | 332 451 | −29,48 | 16 556 | −22,41 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 76 286 | 0,09 | 3 773 | 9,39 | ||||
2025-07-28 | 13F | Smart Portfolios, LLC | 27 293 | −14,01 | 1 350 | −6,06 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 9 863 | −1,60 | 488 | 7,51 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 919 | 45 | ||||||
2025-08-14 | 13F | East Coast Asset Management, LLC. | 4 337 | 215 | ||||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 119 821 | 6,67 | 5 926 | 16,58 | ||||
2025-08-11 | 13F | Platform Technology Partners | 11 594 | 2,16 | 573 | 11,70 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 146 | −69,00 | 7 | −66,67 | ||||
2025-07-11 | 13F | Busey Wealth Management | 20 710 | 3,20 | 1 024 | 12,78 | ||||
2025-08-14 | 13F | FC Advisory LLC | 25 533 | −4,84 | 1 263 | 3,95 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 3 832 | 93,93 | 190 | 112,36 | ||||
2025-07-31 | 13F | CNB Bank | 1 673 | 0,00 | 83 | 9,33 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 22 | 0,00 | 1 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 109 602 | 32,81 | 5 421 | 45,11 | ||||
2025-08-12 | 13F | Blueprint Financial Advisors LLC | 53 492 | 2 646 | ||||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 8 | 0 | ||||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 8 342 | 0,00 | 413 | 9,28 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 65 377 | 5,63 | 3 234 | 15,42 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 5 283 | −10,61 | 261 | 1,16 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 10 999 008 | −1,81 | 544 011 | 7,30 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 14 721 | −0,83 | 728 | 8,49 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1 296 | 64 | ||||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 7 372 | 1,58 | 365 | 10,98 | ||||
2025-07-31 | 13F | Prentice Wealth Management LLC | 58 095 | −80,99 | 2 873 | −79,23 | ||||
2025-08-14 | 13F | New Vernon Capital Holdings II LLC | 284 473 | −96,79 | 14 070 | 7 115,38 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 30 985 | −4,77 | 1 533 | 4,08 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 51 082 | −9,72 | 2 527 | −1,41 | ||||
2025-05-07 | 13F | Mitchell Sinkler & Starr/pa | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | PAX Financial Group, LLC | 56 314 | −1,56 | 2 785 | 7,57 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 5 289 | −6,62 | 262 | 1,95 | ||||
2025-08-14 | 13F/A | Barclays Plc | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-21 | 13F | Family CFO Inc | 71 994 | 0,29 | 3 561 | 9,61 | ||||
2025-04-21 | 13F | LifeWealth Investments, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 86 765 | −1,64 | 4 404 | 10,90 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 11 050 | 0,02 | 547 | 9,20 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 131 227 | −4,37 | 6 490 | 4,51 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB | 92 200 | 0,00 | 4 560 | 9,30 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 18 315 | −29,01 | 906 | −22,45 | ||||
2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 4 256 | 215 | ||||||
2025-08-14 | 13F | Kitching Partners, Llc | 85 777 | 8,30 | 4 243 | 18,36 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 201 452 | −0,00 | 9 964 | 9,28 | ||||
2025-07-08 | 13F | Dover Advisors, Llc | 8 732 | 2,61 | 432 | 11,95 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 12 495 | 19,44 | 618 | 30,44 | ||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 85 398 | −7,43 | 4 224 | 1,15 | ||||
2025-09-03 | 13F | American Trust | 211 265 | 10 449 | ||||||
2025-08-14 | 13F | Operose Advisors LLC | 555 | 0,00 | 27 | 8,00 | ||||
2025-08-13 | 13F | New Harbor Financial Group, LLC | 5 425 | −10,03 | 268 | −1,47 | ||||
2025-08-26 | NP | ISNKX - Voya Solution 2040 Portfolio Class ADV | 16 937 | 0,54 | 838 | 9,84 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 443 983 | 15,26 | 21 959 | 25,96 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 1 161 374 | 3,63 | 57 442 | 13,25 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 3 687 220 | 4,98 | 182 370 | 14,72 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 157 600 | 7 795 | ||||||
2025-07-24 | 13F | NavPoint Financial, Inc. | 55 534 | −8,70 | 2 747 | −0,22 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 45 | −8,16 | 2 | 0,00 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 278 814 | −4,88 | 13 790 | 3,94 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 65 453 | 3 237 | ||||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 2 187 | −17,00 | 108 | −9,24 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 49 782 | 2,92 | 2 462 | 12,47 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 362 732 | 15,87 | 17 941 | 26,62 | ||||
2025-07-14 | 13F | Oliver Luxxe Assets LLC | 109 487 | 42,87 | 5 415 | 56,14 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 5 338 | 0,36 | 264 | 10,00 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 41 198 | 68,76 | 2 038 | 84,51 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 169 087 | 5,33 | 8 363 | 15,11 | ||||
2025-04-11 | 13F | Annex Advisory Services, LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 410 | −50,72 | 20 | −45,95 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 260 189 | 4,67 | 12 869 | 14,37 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 210 530 | −7,74 | 10 413 | 0,81 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 240 832 | −4,03 | 11 912 | 4,87 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 147 365 | 2,55 | 7 289 | 12,05 | ||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 181 432 | 2,95 | 8 974 | 12,50 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 15 494 | 0,00 | 766 | 9,27 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 113 003 | 4,00 | 6 | 25,00 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25 375 | 5,42 | 1 255 | 15,15 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 16 708 | −0,42 | 1 | |||||
2025-07-25 | 13F | Apollon Financial, LLC | 4 370 | 216 | ||||||
2025-08-07 | 13F | LOM Asset Management Ltd | 2 400 | 0 | ||||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 111 608 | 3,81 | 5 520 | 13,46 | ||||
2025-07-30 | 13F | Dupont Capital Management Corp | 556 867 | 0,00 | 27 543 | 9,28 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 4 319 | 214 | ||||||
2025-08-28 | NP | ELM - Elm Market Navigator ETF | 720 849 | −28,06 | 35 653 | −21,38 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 46 147 | −40,47 | 2 282 | −34,95 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 47 502 | −13,74 | 2 349 | −5,74 | ||||
2025-08-11 | 13F | Tamar Securities, LLC | 157 681 | 2,56 | 7 799 | 12,07 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 38 | 0,00 | 2 | 0,00 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Kelly Financial Services LLC | 4 676 | 1,81 | 231 | 11,59 | ||||
2025-07-29 | 13F | Crux Wealth Advisors | 6 855 | −40,71 | 339 | −35,18 | ||||
2025-08-14 | 13F | Headinvest, Llc | 98 997 | −2,48 | 4 896 | 6,57 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 35 313 | 0,46 | 1 747 | 9,81 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 36 | 0,00 | 2 | 0,00 | ||||
2025-07-24 | 13F | Shayne & Co., Llc | 4 112 | 203 | ||||||
2025-08-14 | 13F | Sei Investments Co | 11 359 506 | −2,75 | 561 841 | 6,28 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 91 | 0,00 | 5 | 0,00 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 17 038 | −4,51 | 843 | 4,34 | ||||
2025-07-14 | 13F | Sound Stewardship, LLC | 43 021 | 12,78 | 2 128 | 23,23 | ||||
2025-07-31 | 13F | Opus Capital Group, LLC | 96 774 | 3,72 | 5 | 0,00 | ||||
2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 172 248 | 2,60 | 8 554 | 13,16 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 37 807 | −0,46 | 1 870 | 8,73 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 47 623 | −0,40 | 2 355 | 8,88 | ||||
2025-07-31 | 13F | Asset Management One Co., Ltd. | 141 200 | 0,25 | 6 984 | 9,55 | ||||
2025-08-14 | 13F | Syon Capital Llc | 105 073 | −1,06 | 5 197 | 8,11 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 524 429 | 2,52 | 26 662 | 16,16 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - Equitable Growth MF/ETF Portfolio Class K | 53 060 | 118,71 | 2 624 | 138,98 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 51 370 | −1,96 | 2 541 | 7,13 | ||||
2025-08-04 | 13F | B&l Asset Management Llc | 9 607 | 0,00 | 475 | 9,45 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 205 603 | 50,02 | 10 169 | 63,96 | ||||
2025-08-12 | 13F | Boston Research & Management Inc | 14 126 | −6,13 | 1 | |||||
2025-05-01 | 13F | McCarthy Grittinger Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Motco | 12 330 | −26,11 | 614 | −18,68 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Volatility Managed Moderate Portfolio Class F | 20 000 | −4,76 | 989 | 4,11 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 4 213 | 208 | ||||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 68 442 | 32,30 | 3 385 | 44,60 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 8 074 | 0,00 | 399 | 9,32 | ||||
2025-08-14 | 13F | Trace Wealth Advisors, LLC | 22 715 | −2,22 | 1 123 | 6,85 | ||||
2025-07-09 | 13F | Sunpointe, LLC | 8 371 | −7,77 | 414 | 0,98 | ||||
2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 5 502 | −3,17 | 272 | 5,84 | ||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 16 692 | −3,54 | 826 | 5,36 | ||||
2025-08-07 | 13F | Commerce Bank | 1 012 014 | 0,31 | 50 054 | 9,62 | ||||
2025-08-14 | 13F | CIBC Asset Management Inc | 39 215 | 0,00 | 1 940 | 9,30 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 5 621 | 278 | ||||||
2025-08-14 | 13F | UBS Group AG | 18 562 113 | 6,44 | 918 082 | 16,32 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 1 891 839 | 1,20 | 93 570 | 10,60 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 23 018 | 31,56 | 1 138 | 43,87 | ||||
2025-08-14 | 13F | UBS Group AG | Call | 89 500 | 4 427 | |||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 132 021 | 7 | ||||||
2025-07-22 | 13F | Rochester Wealth Strategies, LLC | 290 382 | 11,60 | 14 362 | 21,96 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 246 242 | −1,86 | 12 | 9,09 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 34 715 | −15,04 | 1 717 | −7,14 | ||||
2025-07-22 | 13F | Hill Island Financial Llc | 8 425 | 0,00 | 417 | 9,19 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 26 871 | −0,91 | 1 329 | 8,31 | ||||
2025-07-30 | 13F | Connors Investor Services Inc | 187 177 | 3,41 | 9 258 | 13,00 | ||||
2025-04-11 | 13F | Intellectus Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 101 095 | 85,73 | 5 000 | 103,00 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 203 828 | 10,66 | 10 081 | 20,93 | ||||
2025-07-17 | 13F | K2 Financial Inc. | 87 137 | −4,39 | 4 358 | 10,30 | ||||
2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 27 983 | 3,47 | 1 384 | 22,59 | ||||
2025-07-16 | 13F | Cabana Llc | 7 236 | 358 | ||||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 150 | 7 | ||||||
2025-08-26 | NP | ISRAX - Voya Solution 2045 Portfolio Class ADV | 141 619 | −3,03 | 7 004 | 5,98 | ||||
2025-07-17 | 13F | Emerald Advisors, LLC | 12 606 | −14,13 | 623 | −6,17 | ||||
2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 19 260 | −7,55 | 953 | 1,06 | ||||
2025-07-24 | 13F | Blair William & Co/il | 594 805 | −3,57 | 29 419 | 5,38 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 90 623 | 0,95 | 4 482 | 10,31 |