Grundläggande statistik
| Institutionella ägare | 1427 total, 1425 long only, 0 short only, 2 long/short - change of 5,77% MRQ |
| Genomsnittlig portföljallokering | 1.0096 % - change of 7,79% MRQ |
| Institutionella aktier (lång) | 350 308 284 (ex 13D/G) - change of 1,47MM shares 0,42% MRQ |
| Institutionellt värde (lång) | $ 24 300 798 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard STAR Funds - Vanguard Total International Stock ETF (US:VXUS) har 1427 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 350,308,284 aktier. Största aktieägare inkluderar Vanguard Group Inc, Bank Of America Corp /de/, Rakuten Investment Management, Inc., Envestnet Asset Management Inc, Morgan Stanley, Wealthspire Advisors, LLC, Cetera Investment Advisers, HB Wealth Management, LLC, Cambridge Investment Research Advisors, Inc., and Jpmorgan Chase & Co .
Vanguard STAR Funds - Vanguard Total International Stock ETF (NasdaqGM:VXUS) 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 9, 2025 is 72,38 / share. Previously, on September 10, 2024, the share price was 61,50 / share. This represents an increase of 17,69% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 836 166 | 1 100,11 | 57 771 | 1 224,39 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 6 735 | 4,18 | 465 | 15,96 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3 465 | 0,00 | 239 | 11,16 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 766 | 0,66 | 53 | 10,64 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 81 592 | −3,65 | 5 637 | 7,21 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 8 639 | −7,65 | 597 | 2,76 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 5 853 | 0,00 | 363 | 5,52 | ||||
| 2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Davis R M Inc | 21 222 | 0,00 | 1 466 | 11,31 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 19 988 | 22,32 | 1 381 | 36,09 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 4 900 | −17,44 | 0 | |||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 25 590 | −4,59 | 1 768 | 6,13 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 8 058 | −1,70 | 557 | 9,23 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 2 544 | 0,00 | 176 | 11,46 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 23 780 | 4,79 | 1 643 | 16,54 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79 137 | −1,95 | 5 468 | 9,10 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 4 021 | 0,73 | 278 | 12,15 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 15 669 | 0,26 | 1 083 | 11,55 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 58 542 | 1 371,27 | 4 045 | 1 537,25 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 8 147 | −11,27 | 563 | −1,40 | ||||
| 2025-07-28 | 13F | Essex LLC | 25 427 | 26,87 | 1 757 | 41,16 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 5 230 | 0,00 | 361 | 11,42 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 518 | 3,58 | 658 | 15,26 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 40 309 | 51,10 | 2 785 | 68,12 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 6 323 | 0,00 | 437 | 11,22 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 136 574 | −1,42 | 9 436 | 9,67 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 6 301 | −32,59 | 435 | −25,00 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 45 068 | −1,27 | 3 114 | 9,84 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 2 114 | −0,33 | 0 | |||||
| 2025-08-12 | 13F | Bokf, Na | 59 850 | 2,82 | 4 135 | 14,42 | ||||
| 2025-07-23 | 13F | Gerber, Llc | 8 884 | 9,62 | 614 | 21,87 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 37 524 | 14,63 | 2 590 | 27,46 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 848 764 | 698,76 | 58 641 | 788,77 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 60 390 | −4,88 | 4 172 | 5,83 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 25 152 | 0,73 | 1 738 | 12,06 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 6 650 | −1,39 | 459 | 9,81 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 79 457 | −3,69 | 5 | 0,00 | ||||
| 2025-07-28 | 13F | Deroy & Devereaux Private Investment Counsel Inc | 8 050 | 0,00 | 1 | |||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2 936 | 203 | ||||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 20 953 | 53,06 | 1 301 | 61,41 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 23 728 | 0,00 | 1 639 | 11,27 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 555 | 0,00 | 38 | 11,76 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 38 297 | 7,26 | 2 664 | 19,95 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 121 779 | 0,12 | 8 414 | 11,39 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 3 248 | −5,66 | 224 | 5,16 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 547 558 | −2,77 | 38 | 8,82 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 3 171 | −19,29 | 219 | −10,25 | ||||
| 2025-08-01 | 13F | Strategic Financial Services, Inc, | 26 500 | 0,00 | 1 831 | 11,25 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 15 156 | 1 047 | ||||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 8 676 | 599 | ||||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 10 500 | 0,00 | 725 | 11,20 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 371 885 | −64,95 | 25 694 | −61,01 | ||||
| 2025-05-15 | 13F | Dark Forest Capital Management Lp | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 7 400 | 0,00 | 511 | 11,33 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 4 234 | −3,07 | 292 | 7,75 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 22 404 | −2,40 | 1 548 | 8,56 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 021 245 | 25,68 | 277 844 | 39,84 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 45 | 0 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 146 169 | −4,21 | 79 189 | 6,58 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 11 920 | 0,49 | 824 | 11,82 | ||||
| 2025-07-24 | 13F | Lmcg Investments, Llc | 6 807 | 10,68 | 470 | 23,36 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 102 | 0,00 | 422 | 11,38 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Research Global Investors | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 79 771 | −2,65 | 5 511 | 8,31 | ||||
| 2025-07-14 | 13F | Matrix Trust Co | 19 013 | 16,89 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | CSM Advisors, LLC | 145 145 | 0,00 | 10 | 11,11 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 10 117 | 47,84 | 699 | 64,86 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 765 | 0,00 | 53 | 10,64 | ||||
| 2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 168 | 0,60 | 12 | 10,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 675 414 | −0,72 | 46 664 | 10,45 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 386 | 0,00 | 27 | 13,04 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6 008 | 0,00 | 415 | 11,26 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 7 102 | 0,03 | 491 | 11,36 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 72 317 | 8,07 | 4 996 | 20,24 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 8 825 | 610 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 6 458 | −0,12 | 446 | 11,22 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 6 525 | −5,42 | 451 | 5,14 | ||||
| 2025-08-12 | 13F | Cutter & CO Brokerage, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Ardent Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 805 929 | −30,44 | 55 682 | −22,61 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 677 | 0,00 | 47 | 17,95 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 503 064 | −10,68 | 103 847 | −0,62 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 37 146 | −0,76 | 2 566 | 10,41 | ||||
| 2025-07-30 | 13F | Klingenstein Fields & Co Lp | 4 082 | 0,00 | 282 | 11,46 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 8 726 | 0,83 | 603 | 12,10 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 41 | −21,15 | 3 | −33,33 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 13 959 | 282,44 | 964 | 326,55 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 8 792 | 0,73 | 607 | 11,99 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12 069 | 34,89 | 834 | 50,09 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 110 | 8 | ||||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 3 108 | 215 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 24 754 | 0,72 | 1 710 | 12,06 | ||||
| 2025-04-03 | 13F | First Hawaiian Bank | 118 347 | −25,43 | 7 349 | −21,42 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 39 576 | −0,09 | 2 734 | 11,18 | ||||
| 2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 2 | 0 | ||||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 25 059 | 0,00 | 1 731 | 11,25 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 750 | 0,00 | 52 | 10,87 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 69 975 | 29,29 | 4 835 | 43,83 | ||||
| 2025-07-24 | 13F | Lindenwold Advisors | 314 710 | 3,22 | 21 743 | 14,84 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 242 968 | 0,71 | 16 787 | 12,04 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 3 518 | −0,14 | 243 | 11,47 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 7 690 | 0,00 | 1 | |||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 3 330 | 6,39 | 230 | 13,30 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 15 511 | −27,62 | 1 072 | −19,53 | ||||
| 2025-07-25 | 13F | FIDELIS iM, LLC | 249 893 | −0,79 | 17 265 | 115 000,00 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 3 757 | −97,08 | 260 | −88,15 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 3 390 | 0,00 | 234 | 11,43 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 294 238 | 7,55 | 20 329 | 19,65 | ||||
| 2025-07-25 | 13F | Bricktown Capital, LLC | 41 175 | −85,20 | 2 845 | −83,54 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 663 | 115,80 | 184 | 140,79 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 24 538 | −35,60 | 1 695 | −28,36 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Adirondack Trust Co | 35 | 0,00 | 2 | 0,00 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 450 685 | 1,59 | 31 138 | 13,03 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 6 418 | 36,12 | 443 | 51,71 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 491 534 | −6,93 | 33 960 | 3,55 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 5 583 | −7,54 | 386 | 2,94 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 725 | 0,00 | 119 | 11,21 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 9 562 | 661 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 492 | 34 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 18 935 | 1 308 | ||||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 842 765 | 4,78 | 58 228 | 16,57 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 230 603 | 27,23 | 85 022 | 41,56 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 41 125 | −50,43 | 2 920 | −44,96 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 743 366 | 5,82 | 51 335 | 17,68 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1 846 | 0,00 | 128 | 11,40 | ||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 20 757 | 0,00 | 1 434 | 11,25 | ||||
| 2025-07-18 | 13F | United Bank | 20 495 | 0,00 | 1 416 | 11,32 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 9 257 | 5,79 | 634 | 10,86 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 108 182 | 1,77 | 7 474 | 13,23 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 3 892 | −17,03 | 269 | −7,90 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14 885 | −42,37 | 1 028 | −35,87 | ||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 4 758 | 0,51 | 329 | 11,95 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 286 051 | −0,10 | 19 763 | 11,15 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 728 335 | −0,16 | 50 321 | 11,08 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 19 579 | −23,20 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 642 031 | 11,68 | 44 358 | 24,25 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 105 | −82,73 | 7 | −81,08 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 5 768 | 3,80 | 399 | 15,36 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 29 294 | 2 024 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 10 280 | 7,27 | 710 | 19,33 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 10 200 | 705 | ||||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 12 039 | 2,67 | 832 | 14,15 | ||||
| 2025-06-25 | NP | REMIX - STANDPOINT MULTI-ASSET FUND Investor Class | 671 100 | −4,74 | 42 856 | −0,14 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 4 878 | 0,00 | 337 | 11,59 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 6 234 | 0,00 | 431 | 5,91 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 67 546 | −5,75 | 4 667 | 4,85 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 171 012 | −2,06 | 11 737 | 12,97 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 157 788 | 6,68 | 10 902 | 18,68 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 45 134 | 10,11 | 3 118 | 22,51 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 9 414 | −33,71 | 650 | −26,22 | ||||
| 2025-08-12 | 13F | Main Management LLC | 163 347 | 0,47 | 11 | 10,00 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Belmont Capital, LLC | 49 | 0,00 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 18 195 | 94,08 | 1 257 | 115,98 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 985 | 0,00 | 0 | |||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 35 153 | 7,73 | 2 429 | 19,84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 550 237 | 5,60 | 38 016 | 17,49 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 19 022 | 5,72 | 1 314 | 17,64 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 594 712 | −2,20 | 36 932 | 3,06 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 25 457 | −22,09 | 1 766 | −9,94 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 1 244 096 | 1,63 | 77 258 | 7,09 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 4 295 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 178 | 0,69 | 150 | 11,94 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 2 964 | −73,46 | 205 | −70,56 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 26 448 | 295,75 | 1 827 | 340,24 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 3 706 | 0,00 | 256 | 11,30 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 25 983 | 4,32 | 1 795 | 16,11 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 278 | 19 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15 156 | 1 047 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 8 369 | 83,25 | 578 | 108,66 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 8 239 | 0,00 | 569 | 11,35 | ||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1 076 225 | −1,27 | 74 668 | 12,26 | ||||
| 2025-08-14 | 13F | BLKBRD Asset Management, LP | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 827 388 | −24,59 | 57 164 | −16,11 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13 866 | 7,69 | 958 | 19,90 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 21 486 | 364,56 | 1 485 | 417,07 | ||||
| 2025-07-14 | 13F | BetterWealth, LLC | 4 215 | 0,00 | 291 | 11,49 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 594 068 | −3,85 | 41 044 | 6,98 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 891 | −4,52 | 752 | 6,21 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 190 | 12,43 | ||||||
| 2025-08-13 | 13F | Okabena Investment Services Inc | 637 377 | 0,00 | 44 036 | 11,26 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 3 407 | 235 | ||||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 3 466 | 0,00 | 239 | 11,16 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 3 560 | 0,00 | 246 | 10,86 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 17 017 | −8,76 | 1 176 | 1,47 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 11 065 | 0,09 | 764 | 11,37 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 8 276 | 0,00 | 572 | 11,31 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 5 083 | 0,41 | 351 | 11,78 | ||||
| 2025-08-11 | 13F | FSC Wealth Advisors, LLC | 120 | 0,84 | 8 | 14,29 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 60 642 | 8,75 | 4 190 | 21,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 180 259 | 1,41 | 12 454 | 12,83 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4 018 | 278 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 15 654 | −0,41 | 1 082 | 10,76 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 658 588 | 102,38 | 43 227 | 113,90 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 52 399 | 7,55 | 3 620 | 19,67 | ||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 6 618 | −3,49 | 457 | 7,53 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 613 868 | 2,65 | 180 592 | 14,20 | ||||
| 2025-08-12 | 13F | Comprehensive Financial Management LLC | 38 568 | 0,00 | 2 665 | 11,23 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 19 867 | 1,84 | 1 373 | 13,29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 13 452 | 28,04 | 929 | 42,48 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 2 900 | 200 | ||||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 9 247 | 98,18 | 639 | 120,76 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 504 | −6,49 | 35 | 3,03 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 5 937 | 0,59 | 410 | 12,02 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 44 294 | −1,03 | 3 060 | 10,11 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 7 696 | −6,66 | 532 | 3,71 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 209 | 16,76 | 14 | 27,27 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 75 208 | −0,10 | 5 | 25,00 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 38 730 | 10,65 | 2 676 | 23,10 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 25 136 | 1,04 | 1 737 | 12,44 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 85 372 | 0,11 | 5 898 | 11,39 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 138 890 | 0,06 | 9 596 | 11,31 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 18 893 | −33,66 | 1 305 | −26,19 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 4 117 | −1,70 | 284 | 9,23 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 160 966 | 20,43 | 11 121 | 33,99 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 44 847 | −14,11 | 3 098 | −4,44 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 626 | 0,58 | 251 | 12,11 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 19 783 | 138,38 | 1 367 | 165,24 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 186 | −6,90 | 289 | 3,58 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 33 573 | 15,55 | 2 320 | 28,55 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 139 108 | −1,15 | 9 611 | 9,98 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 6 670 | 10,16 | 461 | 22,34 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 14 769 | −0,53 | 1 020 | 10,75 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 1 775 | 0,00 | 123 | 10,91 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 53 613 | 0,00 | 3 329 | 5,38 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 700 | 0,00 | 48 | 11,63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5 738 | 58,68 | 396 | 85,92 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 25 479 | 7,37 | 1 760 | 19,48 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 12 340 | 1,72 | 853 | 13,15 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 16 737 | 1 156 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 716 214 | −0,72 | 49 483 | 10,46 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 3 731 | 258 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 95 422 | 12,76 | 6 593 | 25,44 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 249 | −4,10 | 570 | 6,55 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 244 295 | 19,75 | 16 878 | 33,23 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 15 690 | 10,74 | 1 084 | 23,32 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 373 | 26 | ||||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 25 150 | −9,04 | 1 738 | 1,16 | ||||
| 2025-03-31 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer International Small-Mid Company Fund Class R6 | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19 576 | 10,68 | 1 353 | 23,13 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 21 383 | 3,44 | 1 477 | 15,12 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 32 696 | 4,88 | 2 259 | 16,69 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 19 631 | 0,23 | 1 356 | 17,50 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 12 544 | 357,31 | 867 | 409,41 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 33 676 | 0,00 | 2 327 | 10,50 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 556 | −15,50 | 38 | −5,00 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 5 102 | −81,47 | 352 | −79,40 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 17 466 | 676 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 174 475 | 4,72 | 12 054 | 16,51 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 10 695 | 12,00 | 739 | 24,66 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 44 337 | 0,01 | 3 063 | 11,26 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 400 | −87,58 | 28 | −86,43 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 9 387 | 4,77 | 649 | 16,55 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 36 850 | 98,16 | 2 547 | 120,43 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 344 | −26,34 | 24 | −20,69 | ||||
| 2025-08-01 | 13F | Twin Lakes Capital Management, LLC | 100 | 0,00 | 7 | 0,00 | ||||
| 2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27 831 | 4,14 | 1 923 | 22,11 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 545 | 0,09 | 1 143 | 11,40 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 17 668 | 2,81 | 1 221 | 9,03 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 7 997 | −5,20 | 553 | 5,54 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 36 725 | 0,00 | 2 537 | 11,27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 17 607 | 31,45 | 1 216 | 46,33 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 13 | 0,00 | 1 | |||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 7 | 0,00 | 1 | |||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 34 851 | 157,96 | 2 408 | 187,23 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 13 400 600 | 837 672 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 130 187 | 6,31 | 8 987 | 18,17 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 7 783 | 12,31 | 538 | 24,88 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 278 521 | 6,97 | 19 243 | 19,02 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 7 471 | 8,02 | 516 | 20,28 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 3 700 | 12,12 | 256 | 25,00 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 79 914 | 5 521 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 21 501 | 9,30 | 1 485 | 21,62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 35 756 | −43,85 | 2 470 | −37,53 | ||||
| 2025-07-16 | 13F | American National Bank | 24 791 | 106,18 | 1 713 | 129,49 | ||||
| 2025-08-13 | 13F | Thornburg Investment Management Inc | 5 805 | 401 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 922 | 0,63 | 133 | 11,86 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 71 200 | 0,89 | 4 919 | 12,25 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 5 338 | 0,02 | 370 | 25,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 847 994 | 3,49 | 127 678 | 15,14 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16 631 183 | −30,40 | 1 149 048 | −22,56 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 15 765 | 1,21 | 1 089 | 12,62 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 28 610 | 2,14 | 1 977 | 13,63 | ||||
| 2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 147 510 | 11,51 | 10 191 | 24,07 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 8 185 | 566 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 4 943 | −0,12 | 342 | 11,07 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 801 | 0,28 | 124 | 18,10 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 6 989 | 0 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 6 589 | 9,85 | 455 | 22,31 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10 756 | −0,39 | 743 | 10,90 | ||||
| 2025-07-21 | 13F | HT Partners LLC | 5 690 | −11,26 | 393 | −1,26 | ||||
| 2025-07-29 | 13F | Salus Financial Advisors, LLC | 6 222 | 44,70 | 430 | 60,67 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 4 604 | 0,31 | 0 | |||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 84 272 | 15,60 | 5 822 | 28,61 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 37 649 | −7,83 | 2 601 | 2,56 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 596 824 | −4,12 | 110 349 | 6,70 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 47 373 | 160,71 | 3 273 | 190,16 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 9 784 | 0,00 | 676 | 11,20 | ||||
| 2025-05-09 | 13F | Pinney & Scofield, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11 087 | 5,63 | 766 | 23,95 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 72 413 | −1,04 | 5 003 | 10,10 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 4 594 | 0,07 | 317 | 11,23 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 12 621 | −14,88 | 872 | −5,33 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 4 079 | 0 | ||||||
| 2025-07-15 | 13F | Alhambra Investment Partners LLC | 46 876 | 0,88 | 3 239 | 12,24 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 409 537 | −0,22 | 443 | 11,06 | ||||
| 2025-08-11 | 13F | Lummis Asset Management, LP | 14 038 | 6,49 | 970 | 18,46 | ||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 74 897 | 8,06 | 5 175 | 20,21 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 18 659 | 53,47 | 1 289 | 70,73 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 5 986 | 414 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 8 239 | 569 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 3 834 | 0,00 | 265 | 10,92 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12 307 | 6,81 | 850 | 18,88 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 747 101 | −0,50 | 51 617 | 10,70 | ||||
| 2025-08-14 | 13F | Comerica Bank | 647 545 | 0,51 | 44 739 | 11,82 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 2 238 | −72,82 | 155 | −69,86 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 551 166 | 370,99 | 383 530 | 424,01 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 8 267 | 571 | ||||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 7 017 | 0,00 | 485 | 11,26 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 8 583 | 593 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 4 694 | 4,45 | 324 | 16,13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 4 782 | 24,43 | 330 | 38,66 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 34 033 | 7,73 | 2 351 | 19,89 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 14 311 | 0,01 | 989 | 11,26 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 25 454 | −7,01 | 1 759 | 3,47 | ||||
| 2025-07-11 | 13F | Bridge Creek Capital Management LLC | 5 883 | 0,00 | 406 | 11,23 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 401 071 | −0,44 | 27 710 | 10,77 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 18 061 | −57,14 | 1 248 | −52,33 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 658 | 460 | ||||||
| 2025-07-15 | 13F | Kwmg, Llc | 5 003 | 0,08 | 346 | 11,29 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 31 689 | 8,28 | 2 252 | 18,84 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 14 236 | 984 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 63 670 | −3,66 | 4 399 | 7,16 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 8 847 | −91,12 | 611 | −90,12 | ||||
| 2025-08-12 | 13F | Prudential Plc | 660 000 | 100,00 | 45 599 | 122,51 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 8 625 | 15,74 | 596 | 28,79 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 7 365 | 0,00 | 457 | 5,30 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 61 746 | 11,18 | 4 266 | 23,72 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 749 | −42,34 | 52 | −36,25 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 81 653 776 | 2,30 | 5 641 458 | 13,82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 7 891 | 15,38 | 545 | 28,54 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 1 931 | −13,56 | 133 | −3,62 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 12 499 | 0,09 | 864 | 11,35 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3 | 0 | ||||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 4 866 | 0,00 | 336 | 11,26 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 3 347 | 0,03 | 231 | 11,59 | ||||
| 2025-04-17 | 13F | Sfm, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 5 975 | 81,06 | 413 | 101,96 | ||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 7 247 | 1,27 | 501 | 12,61 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 469 701 | −3,21 | 32 452 | 7,69 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 957 | 0,00 | 273 | 11,43 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 10 438 638 | 1,78 | 721 205 | 13,24 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 25 821 | −0,72 | 1 784 | 10,40 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 92 347 | −1,20 | 6 380 | 9,92 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 22 281 | 60,16 | 1 539 | 78,33 | ||||
| 2025-08-15 | 13F | Pine Ridge Advisers LLC | 7 271 | 0,00 | 502 | 11,31 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 1 242 288 | 5,52 | 85 830 | 17,39 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 189 | 13 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 7 206 | 498 | ||||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 374 926 | −10,15 | 26 | 0,00 | ||||
| 2025-07-31 | 13F | City State Bank | 427 | 0,00 | 30 | 11,54 | ||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 26 905 | 2,14 | 1 671 | 5,16 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 5 866 | 405 | ||||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 79 868 | −0,50 | 5 518 | 10,71 | ||||
| 2025-08-13 | 13F | Bank Of Nova Scotia Trust Co | 3 000 | 207 | ||||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 255 904 | −3,90 | 17 680 | 6,92 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 1 562 593 | 6,27 | 107 960 | 18,23 | ||||
| 2025-08-12 | 13F | Latigo Investments, LLC | 110 240 | 0,00 | 7 616 | 11,26 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 3 641 | 0,00 | 252 | 11,06 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 180 202 | −45,18 | 12 450 | −39,21 | ||||
| 2025-08-14 | 13F | Promus Capital, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 2 947 | 204 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 925 | 0,00 | 409 | 11,44 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 402 030 | 23 | ||||||
| 2025-07-23 | 13F | True Vision MN LLC | 18 487 | −1,26 | 1 277 | 9,90 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 3 313 | 0,00 | 229 | 11,22 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 358 193 | 9,09 | 24 748 | 19,04 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 126 974 | −5,16 | 8 773 | 5,52 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 001 | −8,51 | 207 | −0,96 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 159 642 | 5,35 | 11 030 | 17,21 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1 832 | −23,89 | 127 | −16,00 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 120 074 | 18,96 | 8 296 | 32,34 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 6 787 | 12,29 | 469 | 24,80 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 060 | 19,49 | 695 | 33,14 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Adviser Investments LLC | 68 186 | 5,71 | 4 711 | 17,60 | ||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 15 394 | 0,33 | 1 064 | 11,66 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 3 266 | −52,86 | 226 | −47,67 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 16 356 | −1,39 | 1 130 | 9,82 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 67 525 | −3,34 | 4 665 | 7,54 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 6 725 | 0,00 | 465 | 11,27 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 88 460 | 18,04 | 6 112 | 122 120,00 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 7 018 | 0,72 | 485 | 12,04 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 4 562 | −34,19 | 315 | −26,74 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 7 211 | 498 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 280 648 | 466,81 | 19 | 533,33 | ||||
| 2025-07-31 | 13F | BIP Alliance, LLC | 4 214 | −41,58 | 291 | −34,90 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 38 533 | 0,00 | 2 662 | 11,29 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 63 722 | −6,34 | 4 403 | 4,21 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 800 | 55 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | First City Capital Management, Inc. | 5 640 | 0,45 | 390 | 11,78 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 39 060 | −3,60 | 2 699 | 7,23 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 6 501 | 0,00 | 449 | 11,41 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 24 520 | 2,84 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 5 772 | 18,16 | 399 | 31,35 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 7 975 | 10,96 | 551 | 23,54 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 24 638 | 34,61 | 1 702 | 49,82 | ||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 37 150 | 18,75 | 2 567 | 32,13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 6 370 | 0,00 | 0 | |||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 163 | 0,00 | 11 | 10,00 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 4 838 | 0,00 | 334 | 11,33 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 118 164 | −0,69 | 8 | 14,29 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35 436 | −8,72 | 2 448 | 13,54 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 315 | 11,87 | 298 | 24,69 | ||||
| 2025-08-14 | 13F | Clayton Partners LLC | 37 562 | −9,70 | 2 595 | 0,46 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 10 644 | 735 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 14 159 | −2,12 | 978 | 8,91 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 608 | −92,04 | 42 | −91,14 | ||||
| 2025-07-10 | 13F | Umb Bank N A/mo | 56 | 0,00 | 3 | 0,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 3 841 | −59,74 | 265 | −55,24 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 501 490 | 3,84 | 31 142 | 9,42 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 147 005 | 8,97 | 10 157 | 21,24 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 131 868 | 7,57 | 9 111 | 19,68 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 125 607 | 1,92 | 8 678 | 13,39 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 23 055 | 0,65 | 1 593 | 11,95 | ||||
| 2025-07-09 | 13F | Archer Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 15 727 | 6,70 | 1 087 | 18,69 | ||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 3 088 | 213 | ||||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 45 793 | −1,10 | 3 164 | 10,02 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1 922 926 | −1,97 | 132 855 | 9,07 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 29 557 | 2 042 | ||||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 564 240 | −2,46 | 38 983 | 8,52 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 90 470 | 6,53 | 6 251 | 18,53 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 53 746 | 1,35 | 3 713 | 12,75 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 6 652 | 5,09 | 460 | 16,79 | ||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 127 603 | −9,61 | 8 816 | 0,57 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 1 198 578 | −6,74 | 83 | 3,80 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Global Equity Index Strategy Fund Class R | 171 970 | −11,45 | 10 982 | −7,18 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 669 | 50,79 | 11 838 | 3 658,10 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Allium Financial Advisors, Llc | 5 329 | 0,00 | 368 | 11,52 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 3 668 | 0,00 | 253 | 11,45 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 14 174 | 0,78 | 979 | 12,14 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 8 544 | 0,07 | 590 | 11,32 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 8 074 | 558 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 12 578 | 869 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 3 576 | 0,36 | 247 | 11,76 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 4 729 | −2,07 | 327 | 9,03 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 154 950 | 3,28 | 10 705 | 14,90 | ||||
| 2025-07-23 | 13F | Elm3 Financial Group, LLC | 7 104 | 0,00 | 491 | 11,11 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 758 678 | 18,90 | 47 114 | 25,29 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 1 701 | 0,65 | 118 | 12,50 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 4 599 | −74,20 | 318 | −71,36 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 8 255 | −1,57 | 570 | 9,62 | ||||
| 2025-07-15 | 13F | IMS Capital Management | 12 587 | 870 | ||||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 13 809 | 0,58 | 954 | 11,97 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 8 557 | −42,45 | 591 | −35,97 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 18 599 | 0,00 | 1 285 | 11,35 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 54 096 | 17,10 | 3 737 | 30,30 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 46 044 | −28,74 | 3 181 | −20,71 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 17 572 | −11,35 | 1 219 | −0,89 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 332 566 | −87,13 | 22 977 | −85,69 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 9 718 | 0,00 | 671 | 11,28 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 360 | 25 | ||||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 59 616 | −0,32 | 4 119 | 10,88 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 3 247 | −58,17 | 224 | −53,53 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 165 410 | −98,82 | 11 428 | −98,69 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 29 835 | −6,39 | 2 061 | 4,14 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 11 032 | 0,02 | 762 | 11,40 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 58 782 | 97,65 | 4 061 | 119,99 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 35 129 | 350,03 | 2 427 | 401,45 | ||||
| 2025-08-14 | 13F | Laird Norton Trust Company, Llc | 83 200 | −18,73 | 5 748 | −9,58 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 52 845 | 4 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 300 | 0,23 | 90 | 11,25 | ||||
| 2025-07-24 | 13F | Freedom Day Solutions, LLC | 122 356 | −5,85 | 8 454 | 4,75 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 23 506 | 39,10 | 1 624 | 54,81 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 3 639 | 1,62 | 251 | 13,06 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 6 700 | 463 | |||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 43 120 | −0,44 | 2 979 | 10,78 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 285 515 | 2,56 | 19 726 | 14,10 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 16 062 | 107,84 | 1 110 | 131,52 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 9 928 | −0,51 | 617 | 4,76 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 14 835 | −8,50 | 1 025 | 1,79 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 8 105 | 0,00 | 560 | 11,13 | ||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 135 255 | −0,89 | 9 345 | 10,27 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 268 071 | 18 521 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 5 520 | 381 | ||||||
| 2025-07-31 | 13F | McCarthy Asset Management, Inc. | 68 821 | 5,42 | 4 755 | 17,27 | ||||
| 2025-08-07 | 13F | Nwam Llc | 7 255 | 0,00 | 501 | 11,33 | ||||
| 2025-08-04 | 13F | Continental Investors Services, Inc. | 27 929 | −1,05 | 1 930 | 10,35 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 107 | 0,00 | 7 | 16,67 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 593 236 | 0,21 | 40 987 | 11,50 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5 558 | 0,00 | 384 | 11,30 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 545 | 0,00 | 38 | 12,12 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 5 320 | 368 | ||||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 107 322 | 8,01 | 7 415 | 20,16 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 8 616 | 38,19 | 595 | 53,75 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 183 | 0,55 | 13 | 9,09 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 65 272 | 5,16 | 4 510 | 17,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 4 800 | 1 332,84 | 332 | 1 555,00 | ||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 11 621 | 803 | ||||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 19 537 | 1 350 | ||||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 212 | 360 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 103 880 | 20,89 | 7 177 | 34,50 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 76 288 | 0,67 | 5 271 | 11,98 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 212 031 | 1,25 | 221 919 | 12,64 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 7 680 | 9,06 | 531 | 21,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 126 | 149,68 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 47 374 | −1,97 | 3 273 | 9,06 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 612 | 42 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 300 630 | 0,10 | 20 771 | 11,36 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 9 114 | −45,68 | 630 | −39,58 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 3 552 | −2,84 | 245 | 7,93 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 3 402 | 2,44 | 235 | 14,08 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 3 972 | −23,25 | 274 | −14,64 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 46 556 | −0,75 | 3 217 | 10,44 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 674 | 0,00 | 47 | 12,20 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26 980 | 13,88 | 1 864 | 26,72 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 4 443 | −7,82 | 307 | 2,34 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 22 839 | 1,11 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 4 866 | 2,14 | 336 | 13,90 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 19 160 | 1,73 | 1 324 | 13,17 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 13 216 | −28,19 | 911 | −20,87 | ||||
| 2025-04-22 | 13F | Dopkins Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Columbia Asset Management | 27 692 | −3,45 | 1 913 | 7,41 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 32 411 | 0,45 | 2 239 | 11,78 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 076 | −39,04 | 420 | −32,20 | ||||
| 2025-07-24 | 13F | Bryant Woods Investment Advisors, LLC | 14 817 | 0,00 | 1 024 | 11,20 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 5 686 | −0,05 | 393 | 11,05 | ||||
| 2025-04-16 | 13F | IAG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12 437 | 2,91 | 859 | 14,53 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 2 972 | 205 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 566 | 0,00 | 35 | 6,06 | ||||
| 2025-08-06 | 13F | S&t Bank/pa | 31 517 | 0,00 | 2 178 | 11,24 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 1 053 | 0,00 | 74 | 14,06 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 316 778 | 9 122,07 | 5 | −98,12 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 241 641 | −2,11 | 16 695 | 8,91 | ||||
| 2025-07-17 | 13F | Capital Insight Partners, Llc | 40 652 | −0,43 | 2 809 | 10,77 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 100 458 | 4,33 | 6 941 | 16,07 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 350 558 | 2,68 | 24 220 | 14,25 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8 255 | 24,92 | 570 | 39,02 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12 617 | −8,02 | 872 | 2,35 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 15 126 | 2,93 | 1 045 | 14,58 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 7 191 | 0,00 | 497 | 11,21 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 15 215 | 12,93 | 1 051 | 25,72 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 7 802 | −15,50 | 539 | −5,93 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 14 501 | 22,14 | 1 002 | 35,82 | ||||
| 2025-05-29 | 13F | Parkshore Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | RBF Capital, LLC | 40 000 | −68,00 | 2 764 | −64,40 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 1 147 | −30,32 | 79 | −22,55 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 4 698 | −1,14 | 325 | 9,83 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 17 429 | 2,32 | 1 204 | 13,91 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 146 753 | 3,68 | 10 139 | 15,35 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 761 490 | 1,56 | 52 611 | 12,99 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 215 299 | 1,68 | 14 875 | 13,13 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 4 493 | −48,30 | 310 | −42,49 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 10 266 | −1,34 | 709 | 9,75 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 84 886 | −0,28 | 5 865 | 10,93 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 5 396 | 8,81 | 373 | 17,72 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 030 | −28,06 | 417 | −20,00 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8 114 | −2,45 | 561 | 8,53 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 245 | 0,40 | 224 | 12,00 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 14 317 | 0,00 | 989 | 11,25 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | −100,00 | 0 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 523 | 0,77 | 36 | 12,50 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 37 771 | −2,25 | 2 610 | 8,75 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 10 763 | 0,04 | 744 | 11,23 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27 125 | 0,04 | 1 874 | 11,35 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 61 527 | 2,83 | 4 249 | 13,88 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 35 499 | 1,25 | 2 453 | 12,63 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 24 918 | 24,47 | 1 722 | 38,46 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 8 449 | 0,00 | 584 | 11,26 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 35 214 | 4,20 | 2 433 | 15,92 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 414 805 | −9,03 | 28 659 | 1,21 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 4 985 | 41,38 | 344 | 57,80 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 17 097 | −4,62 | 1 181 | 6,11 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 19 915 | −0,38 | 1 376 | 10,80 | ||||
| 2025-08-07 | 13F | Cypress Capital, LLC | 161 840 | 42,79 | 11 182 | 58,87 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6 405 | 9,41 | 442 | 21,76 | ||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 116 706 | 0,00 | 8 063 | 11,26 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 33 462 | −1,85 | 2 | 0,00 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 5 110 | −1,77 | 353 | 9,29 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 148 441 | 10 256 | ||||||
| 2025-07-30 | 13F | Schaper Benz & Wise Investment Counsel Inc/wi | 6 055 | 418 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 15 430 | −1,21 | 1 066 | 10,01 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Ames National Corp | 74 768 | −1,04 | 5 166 | 10,10 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 162 947 | −2,13 | 11 258 | 8,89 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 1 252 430 | −5,92 | 86 530 | 4,67 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 3 304 | 228 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 28 | 0,00 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 11 057 | 764 | ||||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 7 658 | −0,13 | 529 | 11,13 | ||||
| 2025-08-18 | 13F/A | Westwood Holdings Group Inc | 7 202 | 2,16 | 498 | 13,73 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 95 093 | −1,79 | 6 570 | 9,25 | ||||
| 2025-08-11 | 13F | Angeles Investment Advisors, LLC | 4 144 223 | 1,42 | 286 324 | 12,84 | ||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 560 574 | 11,24 | 38 730 | 23,77 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 863 | −35,49 | 129 | −28,49 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 8 212 | 58,78 | 567 | 76,64 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 293 | 0,69 | 20 | 11,11 | ||||
| 2025-07-14 | 13F | Capstone Wealth Management, LLC | 3 397 | −35,01 | 235 | −27,78 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 297 053 | 6,48 | 20 523 | 18,47 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 59 456 | 55,74 | 4 108 | 73,29 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 115 062 | −56,06 | 7 950 | −51,11 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 283 396 | 14,05 | 19 580 | 29,83 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 14 454 | 2,34 | 999 | 13,80 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 75 434 | 52,74 | 5 212 | 69,96 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 28 145 | −32,02 | 1 945 | −24,35 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 645 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Helium Advisors LLC | 3 986 | 275 | ||||||
| 2025-07-28 | 13F | Verisail Partners, LLC | 14 290 | 0,00 | 987 | 11,27 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 13 442 | −0,33 | 929 | 10,87 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 78 707 | 69,78 | 5 438 | 88,92 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 3 851 | 0,00 | 266 | 11,30 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 91 104 | 6 | ||||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 2 908 | 201 | ||||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 25 428 | 6,13 | 1 757 | 18,09 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 192 292 | 1,36 | 13 285 | 12,77 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 20 511 | 3,28 | 1 417 | 14,92 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 468 646 | 12,86 | 32 379 | 25,56 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 115 153 | 5,36 | 7 956 | 17,21 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 1 101 377 | 0,94 | 75 896 | 11,28 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 | −71,19 | 1 | −66,67 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 3 888 | −16,30 | 269 | −6,94 | ||||
| 2025-07-14 | 13F | Friday Financial | 25 187 | 0,00 | 1 740 | 10,69 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 17 688 | 13,96 | 1 222 | 26,90 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 41 624 | −1,01 | 3 | 0,00 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 36 069 | 0,53 | 2 492 | 11,85 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 184 268 | −28,46 | 12 731 | −20,40 | ||||
| 2025-08-14 | 13F | Ariel Investments, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Prime Buchholz LLC | 81 527 | 115,66 | 5 633 | 139,97 | ||||
| 2025-07-18 | 13F | Gold Investment Management Ltd. | 41 372 | 0,72 | 2 859 | 12,12 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 15 538 | 1,86 | 1 073 | 13,31 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 3 602 | 0,00 | 249 | 11,21 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 1 479 | 102 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 74 681 | 5,67 | 5 160 | 17,57 | ||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 16 087 | 3,82 | 1 111 | 15,49 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 15 261 | 76,35 | 1 054 | 96,28 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 69 956 | 4,27 | 4 833 | 16,01 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 11 778 | 18,81 | 814 | 32,20 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 4 100 | 0,71 | 283 | 12,30 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 73 | 0,00 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 31 951 | −0,33 | 2 207 | 10,90 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 48 586 | 0,03 | 3 357 | 11,27 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 749 681 | 6,88 | 120 898 | 18,91 | ||||
| 2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 3 285 | −6,62 | 227 | 3,67 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8 934 | −32,10 | 617 | −24,48 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 12 909 | 12,68 | 892 | 25,32 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3 739 | 0,73 | 258 | 12,17 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3 693 | 255 | ||||||
| 2025-08-07 | 13F | Aegis Wealth Management LLC | 15 818 | 0,00 | 982 | 0,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 109 850 | 1 185,25 | 7 590 | 1 331,89 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 360 | 21 | ||||||
| 2025-07-22 | 13F | Clarius Group, LLC | 19 539 | −6,21 | 1 350 | 4,33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20 246 | 58,17 | 1 399 | 76,07 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 3 545 | 0,00 | 245 | 10,91 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 6 599 | 456 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 69 961 | −5,77 | 4 834 | 4,84 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 360 | 24,57 | 25 | 41,18 | ||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 32 360 | −0,57 | 2 236 | 10,59 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 19 102 | 100,00 | 1 320 | 122,43 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 12 674 | 71,06 | 876 | 90,22 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 4 831 | 0,12 | 334 | 11,37 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 85 621 | 11,84 | 5 916 | 24,42 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44 724 | 0,89 | 3 090 | 12,25 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 4 192 | 0,00 | 290 | 11,15 | ||||
| 2025-07-16 | 13F | Novem Group | 19 501 | −3,37 | 1 347 | 7,50 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 14 335 | 0,72 | 990 | 12,12 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 12 990 | 1,13 | 897 | 12,55 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 5 118 | 0,00 | 354 | 11,36 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 1 376 | 411,52 | 94 | 487,50 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 8 017 | 554 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 36 674 | −2,10 | 2 534 | 8,90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 2 430 | 168 | ||||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 3 305 | 0,00 | 228 | 8,57 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 4 981 | 15,78 | 344 | 28,84 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 5 373 | 371 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 20 | 1 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 603 | −29,37 | 249 | −20,51 | ||||
| 2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 52 467 | −1,19 | 3 625 | 9,92 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 5 492 | −9,25 | 379 | 1,07 | ||||
| 2025-07-15 | 13F | Maseco Llp | 9 054 | 626 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 1 710 919 | −4,82 | 118 207 | 5,90 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 9 | 0 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 425 | −1,15 | 444 | 9,93 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 064 | 4,33 | 350 | 15,95 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 65 878 | −2,26 | 4 552 | 14,58 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 7 240 | 0,00 | 500 | 11,36 | ||||
| 2025-07-31 | 13F | WFA Asset Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 29 660 | −4,71 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 7 737 | 535 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Eastern Bank | 2 887 | 428,75 | 199 | 503,03 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 137 209 | 5,71 | 9 480 | 17,61 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 6 609 | −74,98 | 457 | −72,20 | ||||
| 2025-04-23 | 13F | Mascagni Wealth Management, Inc. | 0 | −100,00 | 0 | −100,00 |
