Grundläggande statistik
Institutionella ägare | 1427 total, 1425 long only, 0 short only, 2 long/short - change of 5,70% MRQ |
Genomsnittlig portföljallokering | 1.0096 % - change of 7,87% 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 10, 2025 is 72,51 / share. Previously, on September 11, 2024, the share price was 61,85 / share. This represents an increase of 17,24% 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
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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 | ||||
2025-08-13 | 13F | Wrenne Financial Planning LLC | 156 008 | 10,37 | 10 779 | 22,80 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 5 955 | −2,46 | 411 | 8,44 | ||||
2025-07-18 | 13F | Nabity-Jensen Investment Management Inc | 14 715 | −0,15 | 1 017 | 11,04 | ||||
2025-05-02 | 13F | Napatree Capital Llc | 5 525 | −1,43 | 343 | 3,94 | ||||
2025-08-07 | 13F | 49 Wealth Management, Llc | 5 568 | 2,07 | 385 | 13,61 | ||||
2025-08-14 | 13F | Jupiter Wealth Management LLC | 9 865 | 0,00 | 705 | 6,99 | ||||
2025-07-14 | 13F | Sellwood Investment Partners LLC | 162 562 | 6,63 | 11 231 | 18,63 | ||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 5 177 | 358 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 3 068 | 212 | ||||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 41 318 | −0,59 | 2 855 | 10,58 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 164 257 | 477,11 | 11 349 | 542,22 | ||||
2025-06-03 | 13F/A | First National Bank Of Omaha | 3 707 | 7,17 | 230 | 15,00 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 12 901 | −0,08 | 892 | 18,17 | ||||
2025-04-25 | 13F | Perissos Private Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 10 343 | 1,34 | 715 | 12,80 | ||||
2025-07-25 | 13F | Ellis Investment Partners, LLC | 12 754 | 2,76 | 881 | 14,42 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 41 705 | 3,36 | 2 881 | 15,01 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 45 608 | 2 832 | ||||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 11 496 | −1,34 | 794 | 9,82 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 34 825 | 26,53 | 2 406 | 40,78 | ||||
2025-08-12 | 13F | Weik Capital Management | 16 605 | −0,09 | 1 147 | 11,14 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 35 891 | 0,00 | 2 480 | 11,27 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 3 845 | 266 | ||||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 88 307 | 0,68 | 6 | 20,00 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 214 949 | 35 311,70 | 15 | |||||
2025-07-17 | 13F | Oak Family Advisors, Llc | 4 825 | −23,72 | 333 | −15,05 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 28 634 | 0,37 | 1 978 | 11,69 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 29 128 | 2 012 | ||||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 11 352 | 73,23 | 784 | 93,10 | ||||
2025-07-25 | 13F | Carl Stuart Investment Advisor, Inc | 341 227 | 3,50 | 23 575 | 15,16 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 8 843 | 0,00 | 1 | |||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 5 216 | 0,00 | 360 | 11,46 | ||||
2025-07-30 | 13F | Lionsbridge Wealth Management LLC | 20 358 | 86,48 | 1 407 | 107,68 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 843 | 127 | ||||||
2025-07-09 | 13F | Bowman & Co S.C. | 7 033 | 0,73 | 486 | 12,01 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 477 | 0,00 | 33 | 10,34 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 114 745 | 8,26 | 7 928 | 20,45 | ||||
2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 862 | −2,49 | 60 | 9,26 | ||||
2025-08-14 | 13F | Ruane, Cunniff & Goldfarb L.P. | 4 662 | 13,13 | 322 | 26,27 | ||||
2025-08-14 | 13F | Treasure Coast Financial Planning | 3 050 | −18,73 | 211 | −9,87 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 119 653 | −7,18 | 8 267 | 3,26 | ||||
2025-08-28 | 13F/A | Tolleson Wealth Management, Inc. | 15 771 | −6,16 | 1 090 | 4,41 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 4 236 | 9,49 | 293 | 21,67 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 13 591 | −22,94 | 954 | −12,88 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | −100,00 | 0 | |||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8 464 | 0,11 | 585 | 11,24 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 14 858 | −58,76 | 1 027 | −54,14 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 263 446 | 17,78 | 18 201 | 31,04 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 18 863 | 2,64 | 1 303 | 14,20 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 4 149 816 | 21,36 | 286 711 | 35,02 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 56 675 | 342,32 | 3 916 | 418,54 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 1 140 | 37 900,00 | 79 | 16,42 | ||||
2025-07-18 | 13F | Sicart Associates LLC | 39 326 | −0,38 | 2 717 | 10,85 | ||||
2025-07-28 | 13F | RCS Financial Planning, LLC | 2 994 | 207 | ||||||
2025-07-30 | 13F | Klingman & Associates, LLC | 9 033 | 0,17 | 624 | 11,43 | ||||
2025-08-12 | 13F | Archer Investment Corp | 21 119 | −2,10 | 1 459 | 8,96 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 12 826 | 4,53 | 886 | 16,43 | ||||
2025-04-15 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 134 810 | 8,94 | 9 314 | 21,20 | ||||
2025-08-05 | 13F | Lincoln National Corp | 1 430 993 | 98 867 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 93 656 | 0,24 | 6 516 | 12,29 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 180 386 | 26,07 | 12 463 | 40,26 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 51 286 | 11,94 | 3 543 | 24,53 | ||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 103 929 | 28,16 | 7 180 | 42,60 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 80 368 | −22,01 | 5 553 | −13,22 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 11 314 | −0,72 | 782 | 10,47 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 52 707 | 11,45 | 3 642 | 24,01 | ||||
2025-08-11 | 13F | Beta Wealth Group, Inc. | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | CGC Financial Services, LLC | 1 027 | 44,24 | 71 | 59,09 | ||||
2025-07-15 | 13F | Family Wealth Partners, Llc | 26 831 | −7,50 | 1 854 | 2,89 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 15 922 | 7,12 | 1 100 | 19,18 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 9 726 | −4,36 | 672 | 6,50 | ||||
2025-07-17 | 13F | Cairn Investment Group, Inc. | 308 109 | 3,17 | 21 | 16,67 | ||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 22 745 | 6,44 | 1 571 | 18,39 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 5 700 | 0,00 | 0 | |||||
2025-08-12 | 13F | JMG Financial Group, Ltd. | 8 422 | 2,74 | 582 | 14,15 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 40 179 | −3,86 | 2 776 | 6,94 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 163 593 | 2,14 | 11 303 | 13,63 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2 896 | 200 | ||||||
2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 3 089 | −18,62 | 213 | −9,36 | ||||
2025-08-11 | 13F | EMC Capital Management | 302 | 0 | ||||||
2025-08-15 | 13F | WealthCollab, LLC | 197 740 | −9,20 | 13 662 | 1,02 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 7 397 | −3,13 | 1 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 15 508 | 2,46 | 1 071 | 14,06 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 95 097 | 4,30 | 6 570 | 16,04 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | CRA Financial Services, LLC | 7 345 | 2,77 | 507 | 14,45 | ||||
2025-08-12 | 13F | Mustico Financial Group, Inc. | 4 640 | 323 | ||||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 4 173 | −33,12 | 288 | −25,58 | ||||
2025-07-25 | 13F | Van Strum & Towne Inc. | 24 137 | 320,14 | 1 668 | 368,26 | ||||
2025-07-15 | 13F | Graypoint LLC | 7 307 | 6,87 | 505 | 18,87 | ||||
2025-07-30 | 13F | Advantage Trust Co | 156 | 0,00 | 11 | 11,11 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 1 908 | 0,00 | 132 | 11,02 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 239 102 | 1,75 | 16 520 | 13,21 | ||||
2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 1 129 | 0,00 | 78 | 11,43 | ||||
2025-08-13 | 13F | Sepio Capital, LP | 5 226 | 0,42 | 361 | 11,76 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 3 408 | 0,71 | 235 | 11,90 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 415 879 | 2,82 | 28 762 | 14,50 | ||||
2025-07-09 | 13F | Sawyer & Company, Inc | 1 069 | 0,75 | 0 | |||||
2025-07-29 | 13F | Roof Eidam & Maycock/adv | 39 695 | −14,08 | 2 743 | −4,43 | ||||
2025-08-01 | 13F | Pasadena Private Wealth, LLC | 9 137 | −28,53 | 631 | −20,43 | ||||
2025-08-08 | 13F | Hudock, Inc. | 15 003 | 228,58 | 1 037 | 266,08 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 995 | 2,79 | 69 | 13,33 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 8 677 | 25,77 | 599 | 39,95 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 238 | 0,00 | 16 | 14,29 | ||||
2025-08-14 | 13F | Tudor Investment Corp Et Al | 21 952 | 450,31 | 1 517 | 513,77 | ||||
2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 3 011 | 208 | ||||||
2025-07-14 | 13F | Gridiron Partners, LLC | 19 427 | 0,00 | 1 342 | 11,28 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 4 230 | 292 | ||||||
2025-07-23 | 13F | Beaumont Asset Management, L.L.C. | 3 497 | −82,53 | 242 | −80,61 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 383 | 0,00 | 26 | 13,04 | ||||
2025-04-25 | 13F | Washington Trust Advisors, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-15 | 13F | Family Investment Center, Inc. | 35 352 | −3,22 | 2 443 | 7,67 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 17 520 | 1,11 | 1 210 | 12,45 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 3 551 | −62,11 | 245 | −57,83 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 7 314 | 60,61 | 505 | 79,08 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 5 195 | 0,00 | 359 | 4,99 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 110 | 284 | ||||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 68 229 | 70,79 | 4 714 | 90,04 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 95 308 | 19,58 | 7 | 50,00 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 152 155 | 4,12 | 10 512 | 15,85 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 613 670 | −0,64 | 42 398 | 10,55 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 4 034 | 279 | ||||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 59 722 | 0,00 | 4 126 | 11,27 | ||||
2025-07-21 | 13F | Riverview Trust Co | 6 215 | 0,00 | 429 | 11,43 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 9 002 | 622 | ||||||
2025-07-25 | 13F | Community Bank, N.A. | 3 999 | 19,84 | 276 | 33,33 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 5 538 | 0,00 | 383 | 11,37 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 3 663 | 5,29 | 253 | 17,13 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 59 742 | 27,81 | 4 128 | 42,21 | ||||
2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 27 223 | −1,06 | 1 881 | 10,07 | ||||
2025-07-03 | 13F | Whitcomb & Hess, Inc. | 7 473 | 0,00 | 516 | 11,21 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 8 482 | 5,73 | 586 | 17,67 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 201 | 0,00 | 14 | 8,33 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 8 476 | 0,00 | 586 | 11,22 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 31 254 | 132,15 | 2 159 | 158,25 | ||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 5 113 | 0,00 | 353 | 11,36 | ||||
2025-08-08 | 13F | CWS Financial Advisors, LLC | 178 132 | 3,18 | 12 307 | 14,79 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 5 520 | 381 | ||||||
2025-08-11 | 13F | Rothschild Investment Llc | 15 470 | −21,63 | 1 069 | −12,82 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 88 838 | 5,05 | 6 138 | 16,87 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 7 160 | 0,00 | 495 | 11,26 | ||||
2025-07-01 | 13F | Kera Capital Partners, Inc. | 8 061 | −20,50 | 557 | −11,61 | ||||
2025-04-10 | 13F | Presilium Private Wealth, Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Unique Wealth, Llc | 4 498 | −17,90 | 311 | −8,82 | ||||
2025-08-13 | 13F | Serenus Wealth Advisors, LLC | 31 031 | −5,30 | 2 144 | 5,36 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 49 358 | 0,00 | 3 410 | 11,26 | ||||
2025-08-12 | 13F | Ade, Llc | 129 928 | 2,75 | 8 977 | 14,31 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 982 | 5,32 | 275 | 17,52 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 11 366 | −0,11 | 785 | 11,19 | ||||
2025-07-14 | 13F | Pacifica Partners Inc. | 1 263 | 0,64 | 87 | 14,47 | ||||
2025-08-05 | 13F | Hills Bank & Trust Co | 30 294 | −0,85 | 2 093 | 10,33 | ||||
2025-04-11 | 13F | Piscataqua Savings Bank | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 36 697 | 0,06 | 2 535 | 11,33 | ||||
2025-08-11 | 13F | First American Financial Corp | 1 790 405 | 0,00 | 123 699 | 11,26 | ||||
2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 35 256 | −5,68 | 2 436 | 4,91 | ||||
2025-08-06 | 13F | North Capital, Inc. | 21 073 | −2,77 | 1 456 | 8,18 | ||||
2025-08-07 | 13F | Summit Asset Management, LLC | 7 385 | 0,00 | 510 | 11,35 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 89 | 0,00 | 6 | 20,00 | ||||
2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 11 859 | 109,41 | 819 | 133,33 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 126 955 | 9,60 | 8 771 | 21,94 | ||||
2025-08-08 | 13F | Family Firm, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 4 113 | −5,12 | 284 | 5,58 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 62 806 | −2,60 | 4 339 | 8,37 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3 054 | −8,12 | 211 | 1,94 | ||||
2025-08-14 | 13F | Van Eck Associates Corp | 327 | 14,74 | 0 | |||||
2025-07-15 | 13F | Beacon Financial Planning, Inc | 4 102 | −8,11 | 283 | 2,17 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 75 327 | 622,98 | 5 204 | 704,33 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2 670 | 55,32 | 184 | 73,58 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 25 494 | 1 761 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 371 270 | 166,23 | 25 651 | 196,20 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 10 081 | 0,02 | 697 | 11,36 | ||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 18 952 | 8,28 | 1 309 | 20,53 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 44 586 | 10,45 | 3 080 | 22,91 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 3 130 | 0,00 | 216 | 6,93 | ||||
2025-04-29 | 13F | Callan Capital, LLC | 54 140 | 0,27 | 3 362 | 5,69 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 458 | −34,48 | 32 | −27,91 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4 229 | 292 | ||||||
2025-07-28 | 13F | Cushing Capital Partners, LLC | 44 796 | −0,52 | 3 095 | 10,66 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4 655 | 8,10 | 322 | 20,22 | ||||
2025-08-11 | 13F | M Wealth Management, LLC | 117 714 | 0,28 | 8 133 | 11,57 | ||||
2025-05-13 | 13F | Soltis Investment Advisors LLC | 0 | −100,00 | 0 | |||||
2025-04-10 | 13F | Salvus Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Cherrydale Wealth Management, Llc | 227 109 | 6,15 | 15 691 | 18,09 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 32 026 | −87,32 | 2 213 | −85,90 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 173 690 | 10,16 | 12 000 | 22,56 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 8 968 | 0,00 | 620 | 11,33 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 27 156 | −10,98 | 1 818 | −2,83 | ||||
2025-07-09 | 13F | Hardin Capital Partners, LLC | 23 140 | 10,15 | 1 599 | 22,62 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 5 443 | 376 | ||||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 8 112 | 62,05 | 560 | 80,65 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 86 825 | 9,51 | 5 999 | 21,84 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 115 | 13,82 | 1 252 | 26,62 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 97 256 | 74,70 | 6 719 | 94,36 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 3 000 | 0 | ||||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 344 | 93 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 3 144 | −38,38 | 217 | −31,33 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 5 376 | −17,76 | 371 | −8,40 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 10 540 | 0,73 | 728 | 12,17 | ||||
2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 3 685 | 1,04 | 255 | 12,39 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 221 | −3,76 | 361 | 7,14 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 712 922 | 2,76 | 49 256 | 14,33 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 14 669 | −2,00 | 1 013 | 9,04 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 33 384 | −89,33 | 2 307 | −88,13 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 151 964 | 79,81 | 10 499 | 100,06 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 572 | 247 | ||||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 74 011 | 4,72 | 5 113 | 10,27 | ||||
2025-07-08 | 13F | Legacy Private Trust Co. | 374 210 | −0,93 | 25 854 | 10,22 | ||||
2025-05-13 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 3 094 | 214 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 16 306 | 96,25 | 1 013 | 106,95 | ||||
2025-04-23 | 13F | Sunesis Advisors, LLC | 142 393 | −0,06 | 8 843 | 5,32 | ||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2 933 385 | 0,00 | 2 933 | 0,00 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 288 308 | 19 919 | ||||||
2025-05-01 | 13F | Lane & Associates LLC | 3 923 | −4,60 | 244 | −2,80 | ||||
2025-08-12 | 13F | LPL Financial LLC | 3 407 876 | 9,39 | 235 450 | 21,71 | ||||
2025-07-21 | 13F | Intrinsic Value Partners, LLC | 14 017 | 27,69 | 968 | 42,14 | ||||
2025-07-25 | 13F | Hemington Wealth Management | 280 781 | −4,10 | 19 | 5,56 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 377 | 80,95 | 95 | 102,13 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 207 763 | 4,92 | 14 354 | 16,74 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 123 | 0,00 | 9 | 14,29 | ||||
2025-07-30 | 13F | EnRich Financial Partners LLC | 4 623 | 5,38 | 319 | 17,28 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 6 086 | −35,34 | 420 | −28,08 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 7 235 | −5,24 | 500 | 5,27 | ||||
2025-07-15 | 13F | Forte Capital Llc /adv | 7 221 | −21,26 | 499 | −12,48 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 2 915 | −22,43 | 201 | −13,73 | ||||
2025-08-12 | 13F | Asset Management Group, Inc. | 9 171 | 0,70 | 634 | 12,04 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 192 761 | 26,76 | 13 284 | 39,75 | ||||
2025-04-22 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 5 099 | 44,00 | 352 | 62,21 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 4 679 976 | 79,38 | 1 717 677 | 960,21 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 9 838 | 10,07 | 680 | 22,34 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 425 514 | −2,73 | 29 399 | 8,22 | ||||
2025-07-16 | 13F | Old North State Wealth Management, LLC | 12 034 | 0,72 | 832 | 11,99 | ||||
2025-07-25 | 13F | St. Louis Trust Co | 1 120 508 | 7,48 | 77 416 | 19,58 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 62 437 | −3,81 | 4 314 | 7,00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 233 288 | −1,17 | 16 118 | 9,95 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Papp L Roy & Associates | 3 766 | 0,91 | 260 | 12,55 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 6 981 | −18,17 | 482 | −8,88 | ||||
2025-08-11 | 13F | Tidemark, LLC | 929 | 0,11 | 64 | 12,28 | ||||
2025-07-22 | 13F | Tandem Investment Partners LLC | 82 461 | 1,67 | 5 697 | 13,13 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 6 963 | 1,72 | 481 | 13,18 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 90 | 0,00 | 6 | 20,00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 163 265 | 3,41 | 11 280 | 15,06 | ||||
2025-07-18 | 13F | RKL Wealth Management LLC | 14 337 | 6,54 | 991 | 18,56 | ||||
2025-07-29 | 13F | Goldstein Advisors, LLC | 8 781 | 28,32 | 607 | 42,92 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6 511 | 4,48 | 450 | 16,02 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 5 279 | 55,22 | 365 | 72,51 | ||||
2025-08-07 | 13F | Axiom International Investors Llc /de | 23 800 | −25,62 | 1 644 | −17,26 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 510 857 | 16,57 | 35 295 | 29,70 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 36 670 | 3 | ||||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 73 | 0,00 | 5 | 25,00 | ||||
2025-07-28 | 13F | IFG Advisors, LLC | 3 778 | −3,72 | 261 | 7,41 | ||||
2025-08-12 | 13F | YANKCOM Partnership | 823 | 0,00 | 57 | 9,80 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 11 | 0,00 | 1 | |||||
2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 902 | −6,04 | 56 | −6,78 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1 761 | −47,62 | 0 | |||||
2025-07-09 | 13F | Bank of New Hampshire | 1 390 | 0,00 | 96 | 11,63 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 9 673 | 668 | ||||||
2025-05-05 | 13F | Financial Advisory Service, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 186 460 | 38,06 | 12 882 | 53,59 | ||||
2025-08-07 | 13F | BHK Investment Advisors, LLC | 3 350 | 0,00 | 231 | 11,06 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 140 275 | 0,67 | 9 692 | 12,00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 9 900 | −7,88 | 684 | 2,40 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 567 | −7,06 | 324 | 3,18 | ||||
2025-08-01 | 13F | Equita Financial Network, Inc. | 9 122 | −92,43 | 630 | −91,58 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 9 138 | −0,01 | 631 | 11,29 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 62 | 0,00 | 4 | 33,33 | ||||
2025-07-07 | 13F | LBJ Family Wealth Advisors, Ltd. | 6 502 | 0,00 | 0 | |||||
2025-07-15 | 13F | Hall Laurie J Trustee | 16 629 | 13,59 | 1 149 | 26,29 | ||||
2025-07-21 | 13F | Successful Portfolios LLC | 24 897 | 5,17 | 1 720 | 17,01 | ||||
2025-08-14 | 13F | Alliancebernstein L.p. | 1 291 995 | −0,74 | 89 264 | 10,43 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 114 273 | −0,47 | 7 895 | 10,67 | ||||
2025-07-16 | 13F | Flower City Capital | 8 894 | −0,06 | 614 | 11,23 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72 550 | −4,61 | 5 012 | 6,12 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 101 052 | 1,05 | 6 982 | 12,42 | ||||
2025-08-11 | 13F | Estate Counselors, LLC | 480 690 | 7 945,02 | 33 211 | 8 851,48 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 7 902 | −0,95 | 546 | 10,10 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 4 006 | 0,00 | 277 | 11,29 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 17 960 | 10,14 | 1 241 | 22,53 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 073 670 | 7,13 | 213 589 | 19,88 | ||||
2025-08-08 | 13F | Wrapmanager Inc | 4 183 | 0,00 | 289 | 11,58 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 3 284 | 0 | ||||||
2025-07-21 | 13F | 25 Llc | 622 840 | 3,06 | 43 032 | 14,66 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 135 738 | 36,22 | 9 378 | 51,55 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 29 881 | 115,79 | 2 064 | 140,28 | ||||
2025-07-11 | 13F | Diversified Trust Co | 172 540 | 1,03 | 11 921 | 12,40 | ||||
2025-07-18 | 13F | Citrine Capital LLC | 5 165 | 0,00 | 357 | 11,25 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 7 291 | −4,53 | 504 | 6,12 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 4 502 | 36,63 | 311 | 52,45 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 5 549 | −1,12 | 383 | 10,06 | ||||
2025-08-12 | 13F | McGrath & Associates, Inc. | 3 278 | 226 | ||||||
2025-07-21 | 13F | Barrett & Company, Inc. | 950 | 0,00 | 66 | 12,07 | ||||
2025-07-23 | 13F | Trueblood Wealth Management, LLC | 16 015 | 8,75 | 1 106 | 21,01 | ||||
2025-07-25 | 13F | Gordian Advisors LLC | 107 136 | −1,12 | 7 402 | 10,02 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 370 | 25 | ||||||
2025-08-08 | 13F | Glassman Wealth Services | 29 205 | 0,06 | 2 018 | 11,31 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 1 569 678 | 11,12 | 108 407 | 23,54 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 63 888 | −11,83 | 4 414 | −2,17 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 64 852 | 2,88 | 4 481 | 14,46 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 1 299 | 0,00 | 90 | 11,25 | ||||
2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 13 978 | −11,06 | 966 | −1,03 | ||||
2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 5 350 | 370 | ||||||
2025-08-13 | 13F | Silphium Asset Management Ltd | 409 500 | 28 292 | ||||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 129 604 | 1,02 | 8 954 | 12,40 | ||||
2025-08-12 | 13F | Kaye Capital Management | 98 730 | −3,07 | 6 821 | 7,84 | ||||
2025-08-11 | 13F | Keyes, Stange & Wooten Wealth Management, LLC | 7 446 | −3,81 | 514 | 7,08 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 6 309 | 17,64 | 436 | 30,63 | ||||
2025-07-25 | 13F | M3 Advisory Group, LLC | 16 123 | 0,84 | 1 114 | 12,20 | ||||
2025-07-09 | 13F | Chesley Taft & Associates LLC | 7 555 | 12,43 | 522 | 24,94 | ||||
2025-07-15 | 13F | Well Done, LLC | 3 322 | 230 | ||||||
2025-07-15 | 13F | Norden Group Llc | 12 873 | 21,49 | 889 | 35,11 | ||||
2025-07-22 | 13F | Alta Wealth Advisors LLC | 28 986 | 97,28 | 2 003 | 119,52 | ||||
2025-08-14 | 13F | Hara Capital LLC | 700 | 0,00 | 48 | 11,63 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 279 | 0,36 | 19 | 11,76 | ||||
2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Roundview Capital LLC | 95 114 | 3,32 | 6 571 | 14,96 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 12 742 | 21,01 | 791 | 27,58 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 3 331 | 0,00 | 230 | 11,65 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 5 319 | 1,94 | 330 | 7,49 | ||||
2025-08-11 | 13F | Empirical Finance, LLC | 57 025 | 10,38 | 3 940 | 22,79 | ||||
2025-08-14 | 13F | Bbr Partners, Llc | 49 939 | 0,05 | 3 450 | 11,33 | ||||
2025-08-07 | 13F | Efficient Advisors, LLC | 640 489 | −5,38 | 44 251 | 5,27 | ||||
2025-07-14 | 13F | Maryland Capital Advisors Inc. | 619 | −23,30 | 43 | −16,00 | ||||
2025-07-10 | 13F | Brooklyn FI, LLC | 214 132 | 18,10 | 14 794 | 31,40 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 1 076 | 6,01 | 74 | 17,46 | ||||
2025-07-21 | 13F | HighMark Wealth Management LLC | 960 | 31,33 | 66 | 46,67 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 8 209 | −4,32 | 567 | 6,58 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 3 139 | 217 | ||||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 29 674 | −0,87 | 2 050 | 10,33 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 3 638 | 251 | ||||||
2025-07-24 | 13F | Thompson Investment Management, Inc. | 85 | 0,00 | 6 | 0,00 | ||||
2025-08-06 | 13F | Geometric Wealth Advisors | 7 659 | −16,43 | 529 | −7,03 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 3 248 576 | 110,64 | 224 444 | 134,35 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 19 233 | 8,24 | 1 337 | 17,80 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 528 | 36 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 5 894 | 407 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 12 035 | 31,36 | 832 | 46,30 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 9 635 | 7,22 | 665 | 28,68 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 5 183 | 0,00 | 358 | 11,53 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 4 523 | 4,38 | 313 | 15,99 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 51 555 | 107,38 | 3 562 | 130,78 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 1 176 | 0,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 57 320 | 87,10 | 3 960 | 108,20 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 8 632 | 59,38 | 597 | 77,38 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 7 978 | 33,30 | 551 | 48,52 | ||||
2025-08-15 | 13F | Morgan Stanley | 11 357 540 | 14,71 | 784 692 | 27,63 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 142 | 1,71 | 148 | 13,08 | ||||
2025-08-14 | 13F | Toroso Investments, LLC | 1 463 993 | −0,16 | 101 147 | 11,08 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 18 371 | −15,26 | 1 269 | −5,72 | ||||
2025-08-14 | 13F | Graney & King, LLC | 34 979 | −0,45 | 2 417 | 10,77 | ||||
2025-07-18 | 13F | Cooper Financial Group | 30 634 | 0,76 | 2 117 | 12,14 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 9 282 | 0,00 | 641 | 11,28 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 31 729 | 1,82 | 2 | 100,00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 1 393 877 | 8,18 | 96 303 | 20,36 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 92 788 | 3,27 | 6 411 | 19,93 | ||||
2025-07-29 | 13F | Level Wealth Management LLC | 7 056 | −2,35 | 487 | 8,71 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 583 | −91,19 | 40 | −90,27 | ||||
2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 175 993 | 4,64 | 12 159 | 16,42 | ||||
2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 18 942 | 0,73 | 1 309 | 12,08 | ||||
2025-07-25 | 13F | Iron Financial, LLC | 21 046 | 0,49 | 1 454 | 11,85 | ||||
2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 12 097 | −1,38 | 836 | 9,72 | ||||
2025-08-05 | 13F | Crestwood Advisors Group LLC | 4 791 | 3,01 | 331 | 14,93 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 52 737 | 44,54 | 3 644 | 60,84 | ||||
2025-07-16 | 13F | Wealth Group Ltd | 11 084 | −21,77 | 766 | −13,07 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 2 897 | −74,08 | 200 | −71,18 | ||||
2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 23 575 | 20,32 | 1 629 | 33,88 | ||||
2025-08-11 | 13F | Anderson Financial Strategies, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 45 821 | 0,00 | 3 166 | 11,25 | ||||
2025-08-07 | 13F | Tillman Hartley LLC | 4 106 | 0,00 | 284 | 11,42 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 32 276 | −1,35 | 2 230 | 9,75 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 11 857 | 32,42 | 819 | 47,30 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 6 577 072 | 26,40 | 454 410 | 40,63 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 185 958 | −33,68 | 13 | −29,41 | ||||
2025-08-14 | 13F | Coyle Financial Counsel LLC | 93 305 | −4,49 | 6 446 | 6,26 | ||||
2025-07-18 | 13F | Impact Capital Partners LLC | 7 566 | 43,49 | 523 | 59,63 | ||||
2025-07-10 | 13F | YHB Investment Advisors, Inc. | 5 617 | 60,44 | 388 | 78,80 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 28 297 | 0,05 | 1 955 | 11,33 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 242 | −2,86 | 846 | 8,06 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 71 200 | −29,15 | 4 919 | −21,18 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 128 400 | 44,43 | 8 871 | 60,71 | |||
2025-07-28 | 13F | Wealthspan Partners, Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 20 127 | 0,32 | 1 391 | 11,65 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 45 100 | 8,85 | 3 116 | 21,06 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 353 448 | −0,92 | 24 411 | 10,23 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 7 778 | 537 | ||||||
2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 215 436 | 213,86 | 14 884 | 249,23 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 68 762 | 4,41 | 4 751 | 16,17 | ||||
2025-08-13 | 13F | Standpoint Asset Management, LLC | 615 000 | −15,83 | 42 490 | −6,36 | ||||
2025-07-28 | 13F | Chesapeake Wealth Management | 7 343 | −2,50 | 507 | 8,57 | ||||
2025-07-18 | 13F | TABR Capital Management, LLC | 185 675 | 786,45 | 12 828 | 886,77 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 14 451 | 11,80 | 998 | 24,44 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 736 | 51 | ||||||
2025-07-30 | 13F | Capital Wealth Alliance, LLC | 12 448 | −0,38 | 860 | 10,82 | ||||
2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 456 554 | −0,98 | 31 543 | 10,17 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 3 257 | 225 | ||||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 465 038 | −8,78 | 32 129 | 1,48 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 17 728 | 23,99 | 1 225 | 37,99 | ||||
2025-08-11 | 13F | Independent Advisor Alliance | 70 593 | 22,40 | 4 877 | 36,19 | ||||
2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 4 811 | 0,00 | 332 | 11,41 | ||||
2025-07-15 | 13F | DSG Capital Advisors, LLC | 26 269 | 1 815 | ||||||
2025-08-14 | 13F | Vernal Point Advisors, LLC | 44 202 | −1,47 | 3 054 | 9,62 | ||||
2025-07-18 | 13F | Truist Financial Corp | 231 885 | 42,53 | 16 021 | 58,57 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 2 909 | 201 | ||||||
2025-08-12 | 13F | Legacy Financial Group, Inc. | 3 014 | 208 | ||||||
2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 4 551 | −0,20 | 314 | 10,95 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 607 206 | 0,05 | 41 952 | 11,32 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 8 399 | 2,15 | 580 | 13,73 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Fortress Wealth Management, Inc. | 10 484 | 0,00 | 724 | 11,21 | ||||
2025-07-29 | 13F | Regions Financial Corp | 19 195 | 2,89 | 1 326 | 14,51 | ||||
2025-08-14 | 13F | Kmt Wealth Management, Llc | 129 571 | 0,00 | 8 952 | 11,26 | ||||
2025-07-24 | 13F | Greenwood Gearhart Inc | 917 572 | 10,41 | 63 395 | 22,83 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Gleason Group, Inc. | 1 118 929 | 52,32 | 77 307 | 69,47 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 121 827 | 2,59 | 8 416 | 14,12 | ||||
2025-08-14 | 13F | SWAN Capital LLC | 728 | 50 | ||||||
2025-07-07 | 13F | Investors Research Corp | 103 | −89,30 | 7 | −88,14 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 3 609 | 0,28 | 249 | 11,66 | ||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 6 924 | 0,58 | 488 | 14,05 | ||||
2025-08-12 | 13F | Auxano Advisors, LLC | 15 026 | 0,70 | 1 038 | 12,10 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 313 113 | 6,34 | 21 633 | 18,31 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 110 905 | 866,49 | 7 662 | 976,12 | ||||
2025-08-14 | 13F | Sentinus, LLC | 12 688 | 877 | ||||||
2025-08-06 | 13F | Drystone LLC | 250 670 | 3,52 | 17 319 | 15,17 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 5 680 | 0,69 | 392 | 12,00 | ||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 5 564 | 0,07 | 384 | 11,30 | ||||
2025-05-07 | 13F | First National Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | LRI Investments, LLC | 20 843 | 3,29 | 1 440 | 14,92 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 13 241 | −2,93 | 1 | |||||
2025-08-11 | 13F | Teachers Insurance & Annuity Association Of America | 1 209 | 0,00 | 84 | 10,67 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 254 | 0,00 | 0 | |||||
2025-08-07 | 13F | Tfo-tdc, Llc | 64 151 | 0,00 | 4 432 | 11,27 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 17 257 | 0,09 | 1 192 | 11,40 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 679 646 | 3,08 | 46 957 | 14,68 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 75 541 | 0,00 | 5 | 25,00 | ||||
2025-08-13 | 13F | Independent Family Office, LLC | 15 774 | 0,00 | 1 090 | 11,24 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 26 100 | 23,11 | 1 803 | 37,01 | |||
2025-07-17 | 13F | Oakworth Capital, Inc. | 1 754 | 0,00 | 121 | 12,04 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 8 457 | 584 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 37 900 | −3,81 | 2 619 | 7,03 | |||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 479 200 | 13,10 | 33 108 | 25,83 | ||||
2025-08-06 | 13F | Souders Financial Advisors | 532 757 | 2,46 | 36 808 | 13,99 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 72 | 0,00 | 5 | 0,00 | ||||
2025-08-14 | 13F | Cambridge Associates Llc /ma/ /adv | 271 724 | −48,47 | 18 773 | −42,67 | ||||
2025-08-14 | 13F | Mariner, LLC | 479 586 | 3,26 | 33 135 | 14,88 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 12 202 | 1,94 | 843 | 13,46 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2 716 749 | 1,81 | 187 700 | 13,27 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 575 147 | 4,47 | 39 737 | 16,23 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 7 619 | −96,65 | 526 | −96,28 | ||||
2025-07-15 | 13F | Bfsg, Llc | 112 068 | 8,00 | 7 743 | 20,14 | ||||
2025-08-12 | 13F | Cynosure Management, Llc | 32 126 | 4,90 | 2 220 | 16,73 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18 399 | 0,00 | 1 271 | 11,30 | ||||
2025-08-13 | 13F | RFP Financial Group LLC | 26 494 | 0,63 | 1 830 | 11,93 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 6 | 0,00 | 0 | |||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 6 935 | −3,96 | 479 | 6,92 | ||||
2025-05-09 | 13F | Associated Banc-corp | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 436 | 30 | ||||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 25 056 | 80,09 | 1 731 | 100,58 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3 213 | 0 | ||||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 7 028 | −3,51 | 486 | 7,30 | ||||
2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 11 643 | 0,00 | 804 | 23,69 | ||||
2025-07-23 | 13F | Traphagen Investment Advisors Llc | 10 183 | 139,66 | 704 | 167,30 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 609 765 | −6,78 | 42 129 | 3,71 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 9 806 | 5,91 | 678 | 17,74 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 155 | 0,00 | 11 | 11,11 | ||||
2025-05-13 | 13F | FineMark National Bank & Trust | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 736 497 | −2,17 | 51 | 8,70 | ||||
2025-08-05 | 13F | Tsfg, Llc | 6 986 | −11,60 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 43 601 | 46,28 | 3 012 | 62,81 | ||||
2025-08-13 | 13F | Northern Trust Corp | 111 595 | 146,00 | 7 710 | 173,70 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 565 | −83,05 | 523 | −81,16 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 3 723 | −17,47 | 257 | −8,21 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 16 733 | 77,14 | 1 156 | 97,27 | ||||
2025-05-08 | 13F | Foster & Motley Inc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 10 084 | −3,50 | 697 | 7,41 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 351 | 0,00 | 0 | |||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 556 | 0,00 | 108 | 11,46 | ||||
2025-08-13 | 13F | Rinkey Investments | 6 204 | 429 | ||||||
2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 310 248 | 12,91 | 21 435 | 25,62 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 46 509 | 15,46 | 3 213 | 35,40 | ||||
2025-08-07 | 13F | Blackhawk Capital Partners LLC. | 2 963 | 205 | ||||||
2025-07-21 | 13F | Financial Architects, LLC | 72 515 | −8,49 | 5 010 | 1,81 | ||||
2025-08-13 | 13F | Miramar Capital, LLC | 3 009 | 208 | ||||||
2025-07-09 | 13F | Fermata Advisors, LLC | 8 333 | −14,91 | 576 | −5,43 | ||||
2025-08-13 | 13F | 1832 Asset Management L.P. | 3 000 | 207 | ||||||
2025-04-15 | 13F | Wealthcare Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 17 646 | 32,10 | 1 253 | 53,62 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 80 962 | 4,25 | 5 617 | 20,48 | ||||
2025-08-14 | 13F | Principal Street Partners, LLC | 157 378 | 146,77 | 10 873 | 174,57 | ||||
2025-08-11 | 13F | Conquis Financial Llc | 2 281 | 0,00 | 158 | 11,35 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 3 300 | 0,00 | 228 | 11,27 | ||||
2025-07-29 | 13F | Shelter Mutual Insurance Co | 314 823 | 0,00 | 21 751 | 11,26 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 4 224 | 3,78 | 0 | |||||
2025-08-06 | 13F | Shade Tree Advisors LLC | 168 828 | 3,45 | 11 664 | 15,10 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 235 626 | 12,20 | 16 279 | 24,83 | ||||
2025-07-17 | 13F | David Kennon Inc | 220 811 | −17,78 | 15 256 | −8,53 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 6 418 158 | 8,78 | 443 430 | 21,70 | ||||
2025-08-20 | 13F | Forefront Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Cohen Investment Advisors LLC | 3 575 | 2,06 | 247 | 13,36 | ||||
2025-07-14 | 13F | Abound Wealth Management | 47 | −76,14 | 3 | −75,00 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 16 764 | 6,11 | 1 158 | 18,04 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 27 588 | 0,00 | 1 906 | 11,27 | ||||
2025-08-14 | 13F | Ssi Investment Management Llc | 190 921 | −14,63 | 13 191 | −5,02 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 201 461 | 13,36 | 13 919 | 26,11 | ||||
2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 22 083 | 1,75 | 1 371 | 137 000,00 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 437 738 | −4,19 | 30 243 | 6,59 | ||||
2025-08-14 | 13F | Destination Wealth Management | 3 550 | 0,00 | 245 | 11,36 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 142 | 0,00 | 10 | 12,50 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 486 689 | 0,12 | 33 625 | 11,39 | ||||
2025-08-14 | 13F | Essential Planning, LLC. | 12 442 | −13,81 | 860 | −4,13 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 3 009 | 208 | ||||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4 077 | 90,96 | 300 | 127,27 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 6 212 | −0,91 | 426 | 9,51 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 3 186 | 220 | ||||||
2025-08-06 | 13F/A | Headland Capital, LLC | 55 288 | −3,88 | 3 820 | 6,94 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 39 086 | 19,63 | 2 712 | 30,46 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 1 780 | 123 | ||||||
2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 6 475 | 447 | ||||||
2025-07-03 | 13F | Collective Family Office Llc | 29 585 | 3,27 | 2 044 | 14,90 | ||||
2025-08-05 | 13F | Verity Asset Management, Inc. | 42 138 | −53,39 | 2 911 | −48,14 | ||||
2025-07-15 | 13F | Farrell Financial LLC | 3 320 | 229 | ||||||
2025-08-08 | 13F | Nixon Peabody Trust Co | 19 641 | −2,91 | 1 357 | 7,96 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 32 179 | −4,49 | 2 223 | 6,26 | ||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 4 372 | −5,04 | 302 | 5,96 | ||||
2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Vanguard International Equity ETF Fund Standard Class | 1 430 993 | 98 867 | ||||||
2025-08-08 | 13F | Atlantic Trust, LLC | 24 265 | 1,74 | 1 676 | 13,17 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 26 309 | 45,25 | 1 818 | 61,65 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 11 589 | −3,02 | 801 | 7,82 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 26 836 | −4,04 | 1 854 | 6,80 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 54 540 | 6,78 | 3 765 | 21,42 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 3 191 | 220 | ||||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 622 | 0,71 | 665 | 11,97 | ||||
2025-08-14 | 13F/A | Barclays Plc | 197 149 | 0,00 | 14 | 8,33 | ||||
2025-07-25 | 13F | Stonehage Fleming Financial Services Holdings Ltd | 50 655 | 0,00 | 3 500 | 11,26 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1 774 | −1,66 | 0 | |||||
2025-08-15 | 13F | Orcam Financial Group | 66 397 | 1,45 | 4 587 | 12,87 | ||||
2025-07-16 | 13F | Traveka Wealth, LLC | 11 354 | −0,42 | 784 | 10,73 | ||||
2025-08-05 | 13F | Retirement Financial Solutions, Llc | 15 744 | −1,64 | 1 088 | 9,36 | ||||
2025-08-14 | 13F | IPG Investment Advisors LLC | 3 720 | 257 | ||||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 244 | −8,93 | 431 | 1,41 | ||||
2025-07-22 | 13F | Warwick Investment Management, Inc. | 69 416 | −18,26 | 4 796 | −9,07 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 4 257 | 0,00 | 294 | 11,36 | ||||
2025-07-15 | 13F | Lynch & Associates/in | 39 770 | 4,02 | 2 748 | 15,71 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 8 613 | 17,95 | 595 | 31,35 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 935 647 | −1,08 | 64 644 | 10,05 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 19 881 | 35,76 | 1 374 | 59,28 | ||||
2025-07-09 | 13F | O'Brien Wealth Partners LLC | 39 603 | 0,00 | 2 736 | 11,26 | ||||
2025-07-16 | 13F | Tenret Co LLC | 153 619 | 57,91 | 10 614 | 75,68 | ||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Northwest Financial Advisors | 6 652 | 0,00 | 460 | 11,14 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 2 296 | 0,00 | 159 | 11,27 | ||||
2025-05-09 | 13F | Wade Financial Advisory, Inc | 4 193 | 0,00 | 260 | 5,26 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 15 411 | 7,24 | 1 065 | 19,28 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 1 611 | 0,00 | 111 | 11,00 | ||||
2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 78 887 | −10,18 | 5 450 | −0,07 | ||||
2025-07-22 | 13F | Apexium Financial, Lp | 8 863 | 26,54 | 612 | 41,01 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 784 | 54 | ||||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 7 499 | 5,65 | 518 | 17,73 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 100 666 | 4,46 | 6 955 | 16,23 | ||||
2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 3 849 | 1,16 | 266 | 12,29 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 31 205 | −3,20 | 2 156 | 7,70 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15 736 | −14,91 | 1 | 0,00 | ||||
2025-08-01 | 13F | Fire Capital Management LLC | 46 589 | 42,97 | 3 219 | 59,07 | ||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 19 689 | −22,80 | 1 360 | −14,09 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 11 000 | 83,33 | 760 | 104,03 | ||||
2025-07-29 | 13F | SAM Advisors, LLC | 734 577 | 1,94 | 50 752 | 13,41 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 4 588 | 317 | ||||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 388 074 | 50,40 | 26 812 | 67,33 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 3 117 | 215 | ||||||
2025-08-14 | 13F | First Manhattan Co | 24 439 | 18,56 | 1 688 | 31,88 | ||||
2025-08-13 | 13F | Gibson Wealth Advisors LLC | 221 101 | −1,41 | 15 276 | 9,69 | ||||
2025-08-13 | 13F | Gibbs Wealth Management | 4 982 | 344 | ||||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 20 689 | 85,32 | 1 429 | 106,20 | ||||
2025-07-30 | 13F | First Citizens Bank & Trust Co | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 56 027 | 19,00 | 3 934 | 34,55 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 13 000 | 0,00 | 898 | 11,28 | ||||
2025-08-11 | 13F | Insight 2811, Inc. | 4 017 | 0,00 | 278 | 11,24 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 1 | −99,73 | 0 | −100,00 | ||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 20 | 0,00 | 1 | 0,00 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 12 301 | −12,15 | 850 | −2,30 | ||||
2025-08-27 | 13F | Cypress Capital Advisors, LLC | 116 824 | 43,87 | 8 071 | 60,08 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 77 596 | 2,20 | 5 361 | 12,96 | ||||
2025-08-08 | 13F | OmniStar Financial Group, Inc. | 40 613 | −1,87 | 2 806 | 8,97 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 86 847 | 7,30 | 5 999 | 19,31 | ||||
2025-08-14 | 13F | Fmr Llc | 465 001 | 8,41 | 32 127 | 20,62 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 527 241 | −12,36 | 36 427 | −2,49 | ||||
2025-07-22 | 13F/A | Elser Financial Planning, Inc | 5 410 | 0,00 | 374 | 11,34 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 621 | 0,00 | 43 | 10,53 | ||||
2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 8 914 | 638 | ||||||
2025-08-13 | 13F | JBR Co Financial Management Inc | 3 890 | 0,00 | 269 | 11,20 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 502 935 | 2,17 | 34 748 | 13,66 | ||||
2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 4 491 | 0,00 | 310 | 11,51 | ||||
2025-08-01 | 13F | JDH Wealth Management, LLC | 7 880 | 0,00 | 544 | 11,25 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 11 011 | 0,48 | 761 | 11,44 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 116 657 | 2,95 | 8 060 | 14,54 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 4 040 425 | 27,01 | 279 152 | 41,30 | ||||
2025-08-13 | 13F | Everstar Asset Management, LLC | 30 438 | −5,30 | 2 103 | 5,36 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 51 855 | −0,26 | 3 583 | 10,97 | ||||
2025-07-29 | 13F | Creekside Partners | 24 084 | 6,37 | 1 664 | 18,28 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 37 823 | −3,85 | 2 628 | 7,62 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 65 079 | 16,38 | 4 496 | 29,49 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 756 | 49,87 | 467 | 67,03 | ||||
2025-08-14 | 13F | Aperture Investors, LLC | 339 093 | −8,64 | 23 428 | 1,64 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 33 150 | 57,42 | 2 290 | 75,21 | ||||
2025-08-11 | 13F | Mosaic Advisors LLC | 307 923 | −7,68 | 21 274 | 2,71 | ||||
2025-08-06 | 13F | Nvwm, Llc | 30 399 | −0,36 | 2 100 | 10,88 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 2 330 013 | 0,00 | 160 981 | 10,53 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 30 575 | −0,45 | 2 112 | 10,75 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 15 158 | 103,46 | 1 047 | 126,62 | ||||
2025-08-12 | 13F | New World Advisors LLC | 4 903 | 0,00 | 339 | 11,18 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 5 017 | 0,00 | 347 | 11,25 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 856 | 0,00 | 128 | 11,30 | ||||
2025-08-13 | 13F | Options Solutions, Llc | 3 006 | 208 | ||||||
2025-04-29 | 13F | Hm Payson & Co | 491 | −86,92 | 30 | −86,43 | ||||
2025-07-16 | 13F | Prairiewood Capital, LLC | 6 412 | 0,00 | 443 | 11,31 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 101 172 | 6 990 | ||||||
2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 812 868 | −5,35 | 56 161 | 5,30 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 23 068 | −12,01 | 1 594 | −2,15 | ||||
2025-08-05 | 13F | Everest Management Corp. | 41 625 | 19,12 | 2 876 | 32,49 | ||||
2025-08-06 | 13F | Aspect Partners, LLC | 3 760 | 0,00 | 260 | 11,16 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 6 498 | 1,09 | 449 | 10,07 | ||||
2025-08-07 | 13F | Traynor Capital Management, Inc. | 22 459 | 3,50 | 1 552 | 15,22 | ||||
2025-08-04 | 13F | Spire Wealth Management | 59 143 | 16,35 | 4 086 | 29,47 | ||||
2025-08-13 | 13F | Shepherd Financial Partners LLC | 62 299 | 16,21 | 4 304 | 29,29 | ||||
2025-08-12 | 13F | CFC Planning Co LLC | 3 799 | 262 | ||||||
2025-07-21 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Evoke Wealth, Llc | 82 173 | 43,18 | 5 677 | 59,29 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 10 219 | 0,00 | 706 | 11,36 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 26 435 | 5,45 | 1 826 | 17,35 | ||||
2025-08-14 | 13F | Group One Trading, L.p. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 52 098 | 2,45 | 3 599 | 14,00 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 53 181 | 27,89 | 3 674 | 42,29 | ||||
2025-07-10 | 13F | Stonekeep Investments, LLC | 13 428 | 0,00 | 928 | 11,28 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 20 824 | 10,85 | 1 439 | 20,74 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 8 614 | 0,12 | 595 | 11,42 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 3 187 | 220 | ||||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 6 983 | −90,00 | 482 | −88,89 | ||||
2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 16 652 | 44,29 | 1 150 | 60,61 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 739 | 51 | ||||||
2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 10 275 | 1,48 | 710 | 12,90 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 18 977 | 96,43 | 1 | |||||
2025-08-13 | 13F | Lido Advisors, LLC | 60 355 | 37,86 | 4 170 | 53,38 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 511 778 | 2,92 | 35 359 | 14,51 | ||||
2025-08-15 | 13F | Strategic Investment Advisors / MI | 4 249 | 294 | ||||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9 100 | 55,93 | 629 | 73,48 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 296 909 | 26,49 | 20 513 | 40,73 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 7 008 | 0,24 | 484 | 11,52 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 28 062 | 1,21 | 1 939 | 12,61 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 41 999 | 41,24 | 2 902 | 57,15 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 96 | −96,08 | 7 | −96,05 | ||||
2025-07-30 | 13F | Fairway Wealth LLC | 2 732 | 93,62 | 189 | 116,09 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 781 | −4,97 | 1 302 | 4,41 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 957 | 66 | ||||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-04-21 | 13F | ORG Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 16 825 | −12,26 | 1 162 | −2,35 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 108 794 | −2,46 | 7 517 | 8,52 | ||||
2025-04-11 | 13F | Davis Capital Management | 823 | 0,00 | 51 | 6,25 | ||||
2025-08-06 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
2025-05-08 | 13F | Sound View Wealth Advisors Group, LLC | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 1 369 256 | −3,97 | 94 602 | 6,84 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 2 900 | 200 | ||||||
2025-08-14 | 13F | Marquette Associates, Inc. | 8 807 | 0,00 | 608 | 11,36 | ||||
2025-07-17 | 13F | Melfa Wealth Management, Llc | 12 418 | 0,35 | 858 | 11,59 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 83 289 | −1,18 | 5 754 | 9,94 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 20 043 | 10,62 | 1 385 | 23,02 | ||||
2025-07-15 | 13F | Fort Henry Capital, LLC | 36 596 | 2,23 | 2 528 | 13,77 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 10 306 | 0,00 | 706 | 10,16 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 13 680 | −26,24 | 945 | −17,90 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 17 552 | 26,27 | 1 213 | 40,44 | ||||
2025-07-09 | 13F | OLIO Financial Planning | 23 428 | −4,60 | 1 619 | 6,17 | ||||
2025-07-31 | 13F | United Community Bank | 5 948 | −1,98 | 411 | 9,04 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 3 548 | 5,19 | 245 | 17,22 | ||||
2025-07-23 | 13F | Optas, LLC | 126 694 | −50,00 | 8 753 | −44,37 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 394 | 0,77 | 27 | 12,50 | ||||
2025-08-04 | 13F | Human Investing LLC | 31 072 | 4,40 | 2 147 | 16,13 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 5 215 | 0,00 | 360 | 11,46 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Root Financial Partners, LLC | 164 721 | −5,62 | 11 381 | 5,00 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 73 | 5 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 1 567 889 | 106,09 | 108 325 | 129,29 | ||||
2025-08-08 | 13F | Truepoint, Inc. | 38 625 | −2,47 | 2 669 | 8,50 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 146 | 0,69 | 10 | 25,00 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 23 423 | 1 618 | ||||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 38 210 | 0,00 | 2 640 | 11,26 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 5 087 | 1,92 | 354 | 13,87 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5 734 | −1,90 | 391 | 14,66 | ||||
2025-07-31 | 13F | CNB Bank | 1 175 | 81 | ||||||
2025-08-08 | 13F | TD Capital Management LLC | 68 863 | 1,91 | 4 758 | 13,37 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 3 686 | 5,74 | 255 | 17,59 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 12 554 381 | −0,62 | 867 382 | 10,57 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 68 672 | 9,97 | 5 | 33,33 | ||||
2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 26 676 | 41,25 | 2 | 0,00 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 81 965 | 372,99 | 5 663 | 426,21 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 36 957 | 3,72 | 2 553 | 15,42 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 989 700 | 5,62 | 68 | 17,24 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 20 | 0,00 | 1 | 0,00 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 7 612 | 24,40 | 526 | 38,16 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 13 265 | 19,86 | 917 | 33,33 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 34 015 | 1,56 | 2 350 | 13,04 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 55 998 | 338,27 | 3 869 | 387,77 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 3 248 | 224 | ||||||
2025-08-11 | 13F | Theory Financial Llc | 76 505 | 80,16 | 5 238 | 98,63 | ||||
2025-08-05 | 13F | Inlet Private Wealth, LLC | 3 762 | 0,00 | 260 | 11,16 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 32 816 | 2 267 | ||||||
2025-07-10 | 13F | Fulton Bank, N.a. | 12 675 | 0,00 | 876 | 11,18 | ||||
2025-08-07 | 13F | Mayport, Llc | 67 713 | 23,77 | 4 678 | 37,71 | ||||
2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 189 939 | 34,41 | 12 756 | 44,40 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 330 | 0,00 | 23 | 10,00 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 803 | 7,79 | 55 | 19,57 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 52 882 | 40,52 | 3 654 | 56,31 | ||||
2025-07-25 | 13F | Meritage Portfolio Management | 8 391 | 21,47 | 580 | 35,28 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 2 948 | 204 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 23 792 | 1,20 | 1 436 | −1,71 | ||||
2025-07-28 | 13F | Fairman Group, LLC | 2 969 | 5,62 | 205 | 24,24 | ||||
2025-08-13 | 13F | Capital World Investors | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 4 570 | −1,78 | 316 | 9,38 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 220 185 | 8,42 | 15 213 | 20,62 | ||||
2025-04-30 | 13F | Rock Point Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 54 | 0 | ||||||
2025-05-15 | 13F | Glenmede Trust Co Na | 66 326 | 9,78 | 4 119 | 15,67 | ||||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 5 000 | 0,00 | 345 | 11,29 | ||||
2025-08-08 | 13F | Avalon Trust Co | 41 577 | 66,31 | 2 873 | 85,05 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 16 120 | 82,15 | 1 114 | 143,54 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 68 124 | 70,17 | 4 707 | 89,30 | ||||
2025-07-14 | 13F | Avalon Advisory Group | 34 614 | −0,07 | 2 391 | 11,16 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | −100,00 | 0 | ||||
2025-08-14 | 13F | FC Advisory LLC | 12 877 | 16,35 | 890 | 29,40 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 4 417 | −9,26 | 305 | 0,99 | ||||
2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-05-12 | 13F | Capital International Investors | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 172 901 | −50,92 | 11 972 | −45,28 | ||||
2025-07-09 | 13F | First Bank & Trust | 8 587 | 0,00 | 593 | 11,26 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 113 834 | 73,86 | 7 794 | 91,69 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 67 513 | −61,55 | 4 664 | −57,22 | ||||
2025-07-11 | 13F | Busey Wealth Management | 3 143 | 217 | ||||||
2025-07-31 | 13F | Hoge Financial Services, Llc | 4 271 | 9,79 | 295 | 22,41 | ||||
2025-07-10 | 13F | Sunflower Bank, N.A. | 438 873 | −24,36 | 30 322 | −15,85 | ||||
2025-07-17 | 13F | Peoples Financial Services Corp. | 13 223 | −43,06 | 914 | −36,69 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 32 324 | 1,39 | 2 233 | 12,83 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 697 | 1 361 | ||||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 100 802 | 9,58 | 6 964 | 21,92 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 128 | 0,00 | 9 | 14,29 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 45 741 | 8,82 | 3 160 | 21,07 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 51 119 | 5,85 | 3 532 | 17,74 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 43 438 | −50,98 | 3 001 | −45,46 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 12 142 | 42,66 | 839 | 58,71 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 7 191 | 497 | ||||||
2025-07-21 | 13F | Family CFO Inc | 272 089 | −2,46 | 18 799 | 8,51 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 32 128 | 11,15 | 2 243 | 22,64 | ||||
2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 7 720 | 0,00 | 533 | 11,27 | ||||
2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 5 039 | 0,00 | 348 | 11,54 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 15 518 | −1,26 | 1 072 | 9,95 | ||||
2025-08-12 | 13F | Clearbridge Investments, LLC | 4 245 | −8,61 | 293 | 1,74 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 3 493 | −1,41 | 241 | 9,55 | ||||
2025-07-11 | 13F | Trinity Wealth Management, LLC | 22 111 | 125,16 | 1 528 | 150,74 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 22 121 | 0,05 | 1 528 | 11,37 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 73 843 | −5,57 | 5 102 | 5,05 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 6 457 | 0,72 | 446 | 12,06 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 13 959 | 4,60 | 984 | 16,33 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 3 498 | 0,00 | 242 | 11,06 | ||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 4 328 | 299 | ||||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 552 247 | −2,03 | 38 155 | 9,00 | ||||
2025-05-09 | 13F | Plan Group Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 6 457 | 0,00 | 381 | 0,00 | ||||
2025-08-11 | 13F | Advisor Resource Council | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 5 075 | 0,06 | 351 | 11,46 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 57 158 | −2,17 | 3 949 | 8,85 | ||||
2025-08-14 | 13F | Sei Investments Co | 1 582 334 | 24,46 | 109 323 | 38,47 | ||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 16 562 | 54,45 | 1 | |||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 54 831 | −4,01 | 3 788 | 6,79 | ||||
2025-07-17 | 13F | Greenbush Financial Group, LLC | 181 751 | 3,41 | 12 557 | 15,05 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 3 917 | 0,20 | 271 | 10,66 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 11 014 | −6,10 | 761 | 4,40 | ||||
2025-06-27 | NP | Tidal Trust II - Return Stacked Global Stocks & Bonds ETF | 1 499 477 | 9,94 | 95 757 | 15,24 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 3 204 | 221 | ||||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 26 670 | 2,47 | 1 843 | 13,99 | ||||
2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 15 851 | 1 095 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 249 528 | 36,06 | 17 240 | 51,38 | ||||
2025-07-17 | 13F | Youngs Advisory Group, Inc. | 3 080 | 213 | ||||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 16 285 | 0,00 | 1 125 | 11,28 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 7 459 | 515 | ||||||
2025-04-22 | 13F | Compass Ion Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Sovereign Investment Advisors, LLC | 61 923 | 2,94 | 4 278 | 17,95 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 82 260 | −6,55 | 6 | 0,00 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Gradient Investments LLC | 10 839 | 0,00 | 749 | 11,14 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 3 052 | −17,60 | 211 | −8,70 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 22 737 | 2,00 | 1 571 | 13,44 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 35 480 | 174,10 | 2 451 | 205,23 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 4 127 | −4,36 | 285 | 6,74 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 813 | 4,10 | 56 | 16,67 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 25 183 | −0,91 | 1 740 | 10,20 | ||||
2025-07-24 | 13F | Blair William & Co/il | 24 523 | 0,71 | 1 694 | 12,04 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 3 165 | −17,88 | 219 | −8,79 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 116 953 | 24,19 | 8 080 | 38,17 | ||||
2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 7 609 | 534 | ||||||
2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 4 388 | 18,88 | 303 | 32,31 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 143 497 | 10 | ||||||
2025-08-07 | 13F | Commerce Bank | 47 574 | 8,56 | 3 287 | 20,76 | ||||
2025-08-14 | 13F | UBS Group AG | 3 719 386 | 1,43 | 256 972 | 12,85 |