Grundläggande statistik
| Institutionella ägare | 1828 total, 1822 long only, 0 short only, 6 long/short - change of 0,05% MRQ |
| Genomsnittlig portföljallokering | 0.7611 % - change of −5,88% MRQ |
| Institutionella aktier (lång) | 180 269 478 (ex 13D/G) - change of 6,83MM shares 3,94% MRQ |
| Institutionellt värde (lång) | $ 20 876 134 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) har 1828 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 180,269,478 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Morgan Stanley, Gallagher Fiduciary Advisors, LLC, Raymond James Financial Inc, LPL Financial LLC, Jpmorgan Chase & Co, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Ameriprise Financial Inc, and Creative Planning .
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (ARCA:VYM) 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 140,78 / share. Previously, on September 11, 2024, the share price was 124,20 / share. This represents an increase of 13,35% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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Important Note
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Load All| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 6 552 | 8,87 | 873 | 12,50 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 7 076 | 3,98 | 943 | 7,53 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 13 176 | 0,16 | 1 756 | 3,54 | ||||
| 2025-08-14 | 13F | Gordian Capital Singapore Pte Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 4 269 | 0,66 | 569 | 4,21 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 4 387 | −3,98 | 1 | |||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 296 785 | 1,47 | 39 564 | 4,89 | ||||
| 2025-04-21 | 13F | ERn Financial, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Towercrest Capital Management | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 971 | −14,16 | 263 | −11,49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 441 958 | 4,11 | 58 918 | 7,60 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 23 821 | 0,00 | 3 176 | 3,39 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 288 320 | −2,50 | 37 182 | −1,45 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 69 805 | −6,30 | 9 306 | −3,14 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 3 712 | −27,73 | 495 | −25,38 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 98 773 | 1,11 | 13 168 | 4,52 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 6 599 | −4,35 | 880 | −1,12 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 9 065 | −1,93 | 1 208 | 1,51 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 2 310 | −40,69 | 308 | −38,84 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 4 397 | 3,34 | 586 | 6,93 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 26 892 | −6,22 | 3 585 | −3,06 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 87 515 | −2,01 | 11 667 | 1,29 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 11 890 | −2,40 | 1 585 | 0,83 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 63 105 | 3,42 | 8 413 | 6,90 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 2 270 | 2,71 | 303 | 5,96 | ||||
| 2025-08-14 | 13F | Wellington Management Group Llp | 100 627 | −34,35 | 13 415 | −32,14 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 724 200 | 125,23 | 96 543 | 137,95 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 4 980 | −6,55 | 664 | −3,49 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 21 509 | 0,09 | 2 867 | 3,46 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 143 776 | 12,09 | 19 368 | 17,10 | ||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 1 600 | 0,00 | 213 | 3,40 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 13 361 | 1,67 | 1 781 | 5,14 | ||||
| 2025-07-30 | 13F | Birch Hill Investment Advisors LLC | 2 005 | 0,00 | 267 | 3,49 | ||||
| 2025-04-21 | 13F | Green Square Capital Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 7 262 | −8,54 | 968 | −5,38 | ||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 750 | 0,00 | 100 | 3,13 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 4 973 | −74,27 | 667 | −73,81 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 122 366 | 4,01 | 16 313 | 7,51 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 4 864 | −0,43 | 648 | 2,86 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 21 023 | 3,93 | 2 803 | 19,23 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 86 925 | −2,10 | 11 588 | 1,21 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 5 264 | −0,81 | 702 | 2,49 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 166 | 33,76 | 422 | 38,36 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 4 044 | −30,47 | 539 | −28,13 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 12 886 | 2,19 | 1 718 | 5,60 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 10 920 | 0,00 | 1 456 | 3,34 | ||||
| 2025-04-22 | 13F | Veridan Wealth LLC | 3 402 | 54,71 | 439 | 51,03 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 24 308 | −2,10 | 3 241 | 1,22 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 63 850 | 1,61 | 8 512 | 5,04 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 11 978 | −5,76 | 1 597 | −1,54 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 8 875 | 63,29 | 1 183 | 69,00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 70 | −9,09 | 9 | 0,00 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 1 866 | 0,00 | 249 | 3,33 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 5 090 | −59,85 | 679 | −58,51 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 979 | 0,00 | 131 | 3,17 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3 404 | 3,69 | 454 | 7,09 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 191 275 | −14,39 | 25 770 | −10,55 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 6 332 | −10,22 | 844 | −7,15 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 3 159 | 0,67 | 421 | 4,21 | ||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 2 452 | 0,00 | 327 | 3,16 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 103 247 | 40,78 | 13 764 | 45,53 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 167 476 | −1,94 | 22 326 | 1,37 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 2 344 | 0,00 | 302 | 1,00 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 600 | 0,00 | 80 | 2,60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 576 010 | 6,60 | 77 | 10,14 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 11 | 1 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 12 608 | −1,11 | 1 681 | 2,19 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 7 827 | −3,10 | 1 043 | 0,19 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 | 0 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 2 908 | 8,87 | 388 | 12,50 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 438 | 58 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 3 621 | −7,70 | 483 | −4,55 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 2 388 | −34,45 | 318 | −32,20 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 3 763 | 0,00 | 502 | 3,30 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 1 733 | 0,00 | 231 | 3,59 | ||||
| 2025-08-14 | 13F | Select Asset Management & Trust | 135 731 | −3,31 | 18 | 0,00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 16 238 | −2,75 | 2 165 | 0,51 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 83 143 | −4,96 | 11 084 | −1,76 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 1 557 | −12,08 | 208 | −9,21 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-02 | 13F | Dentgroup LLC | 3 803 | 0,00 | 507 | 3,27 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 9 768 | 40,30 | 1 | |||||
| 2025-08-12 | 13F | Fca Corp /tx | 11 645 | 2,89 | 1 552 | 6,37 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 70 168 | −4,08 | 9 354 | −0,84 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 7 153 | −11,53 | 954 | −8,54 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 3 001 | 0,00 | 400 | 3,36 | ||||
| 2025-07-09 | 13F | Blodgett Wealth Advisors, Llc | 2 107 | 0,00 | 281 | 3,32 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 76 690 | 0,00 | 10 224 | 3,38 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 730 | −1,70 | 1 030 | 1,58 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 1 | 0,00 | 0 | |||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2 291 | 1,64 | 305 | 5,17 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 8 273 | 51,08 | 1 103 | 56,09 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 517 | 69 | ||||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 55 442 | 0,23 | 7 391 | 3,60 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 2 197 | 0,00 | 293 | 3,18 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 4 955 | −0,18 | 661 | 3,13 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 16 870 | 31,43 | 2 249 | 35,83 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 125 114 | 200,47 | 16 679 | 210,65 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 951 237 | −5,06 | 260 119 | −1,86 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 181 | 1 357 | ||||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 10 219 | −5,70 | 1 362 | −2,51 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 146 822 | 2,11 | 19 573 | 5,55 | ||||
| 2025-07-21 | 13F | Hilltop National Bank | 542 | 0,00 | 72 | 4,35 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 85 569 | −11,52 | 11 407 | −8,53 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 36 515 | 1,35 | 4 868 | 4,76 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 167 | 0,00 | 22 | 4,76 | ||||
| 2025-04-04 | 13F | Capital Market Strategies LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Schubert & Co | 6 627 | 0,00 | 883 | 3,40 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 79 681 | 4,44 | 10 622 | 7,97 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 20 578 | −8,61 | 2 743 | −5,51 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 9 573 | 20,67 | 1 276 | 24,73 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 27 499 | 42,42 | 3 666 | 47,25 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 454 | 0,62 | 194 | 3,76 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 8 513 | −8,37 | 1 135 | −5,34 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 363 | 0,00 | 48 | 4,35 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 5 657 | 0,00 | 754 | 3,43 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 2 432 | −17,22 | 324 | −14,29 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 12 713 | −5,61 | 1 695 | −2,42 | ||||
| 2025-07-16 | 13F | Cabana Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2 033 | 0,00 | 271 | 3,44 | ||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 1 538 | 205 | ||||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 6 300 | 0,00 | 840 | 3,33 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 1 074 | −11,46 | 143 | −2,05 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 65 270 | 2,47 | 8 701 | 5,93 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 2 287 | −3,13 | 305 | 0,00 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 7 435 | −4,74 | 991 | −1,49 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 136 560 | −7,13 | 18 205 | −4,00 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F/A | Seek First Inc. | 12 629 | 0,97 | 1 684 | 4,34 | ||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 10 161 | −25,93 | 1 355 | −23,46 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 29 777 | 0,44 | 3 970 | 3,82 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 337 113 | 2,07 | 44 940 | 9,25 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 102 990 | 0,00 | 14 | 0,00 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 898 | 0,00 | 120 | 3,48 | ||||
| 2025-05-15 | 13F | Cyrus J. Lawrence, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 413 | 0,00 | 55 | 3,77 | ||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 1 600 | 213 | ||||||
| 2025-08-13 | 13F | Walleye Trading LLC | Call | 69 400 | 27,57 | 9 252 | 31,87 | |||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 2 330 | 0,00 | 0 | |||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 677 | 0,00 | 90 | 3,45 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 800 | −83,33 | 107 | −82,88 | |||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 955 135 | 3,62 | 527 659 | 7,16 | ||||
| 2025-07-18 | 13F | Founders Capital Management | 1 788 | 0,28 | 238 | 3,93 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 4 283 | −49,74 | 571 | −48,09 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1 692 | −90,24 | 226 | −89,93 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 181 129 | 3,73 | 24 146 | 7,23 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 1 476 | 0,00 | 197 | 3,16 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 625 930 | 3,56 | 83 443 | 7,05 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 62 872 | −0,10 | 8 382 | 3,27 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 9 937 | −11,61 | 1 325 | −8,63 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 3 147 | −39,54 | 420 | −37,56 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 2 189 | −29,27 | 292 | −27,07 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 45 317 | 3,14 | 6 041 | 6,64 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 53 328 | 53,01 | 7 109 | 58,19 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 2 650 | 0,00 | 353 | 3,52 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 3 108 | −4,19 | 414 | −0,96 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 6 480 | −3,86 | 864 | −0,69 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 6 482 | 864 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 15 650 | −0,20 | 2 086 | 3,17 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 23 579 | −18,66 | 3 191 | −12,46 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 12 784 | 3,81 | 1 704 | 7,30 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 15 328 | −1,56 | 2 043 | 1,74 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 136 777 | −7,15 | 18 | 0,00 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 173 036 | 15,82 | 23 067 | 19,73 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 211 569 | −1,39 | 28 204 | 1,94 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 61 995 | 4,96 | 8 | 14,29 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 570 074 | 0,71 | 75 995 | 4,10 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 2 260 | 0,00 | 301 | 3,44 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 288 | 0,84 | 305 | 4,45 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 202 | 0,48 | 560 | 3,90 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2 411 | 18,24 | 321 | 28,40 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 6 838 | 0,00 | 882 | 1,03 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 744 | 94,19 | 636 | 107,84 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 16 775 | 24,31 | 2 292 | 36,61 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 6 505 | 0,00 | 867 | 3,46 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 209 161 | 3,19 | 27 883 | 6,68 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 2 440 | −3,29 | 325 | 0,00 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 89 936 | −1,32 | 12 102 | 2,96 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 65 764 | −3,91 | 8 767 | −0,67 | ||||
| 2025-08-28 | NP | GPTCX - GuidePath(R) Conservative Allocation Fund Service Shares | 104 781 | −4,29 | 13 968 | −1,06 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 75 803 | −5,71 | 10 105 | −2,54 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 5 762 | 768 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 12 029 | 3,98 | 1 613 | 8,62 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 590 407 | 10,93 | 78 707 | 14,68 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 11 254 | 0,37 | 1 500 | 3,81 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 86 923 | −0,13 | 11 588 | 3,23 | ||||
| 2025-07-29 | 13F | Unison Advisors LLC | 118 680 | 7,51 | 15 821 | 11,14 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1 000 | 0,00 | 133 | 3,91 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 9 205 | 1,41 | 1 227 | 4,87 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 4 148 | 0,00 | 553 | 3,37 | ||||
| 2025-07-17 | 13F | City Holding Co | 1 357 | 0,00 | 181 | 3,45 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 183 041 | −2,94 | 24 401 | 0,34 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 101 065 | 3,58 | 13 473 | 7,08 | ||||
| 2025-08-05 | 13F | Mathes Company, Inc. | 5 566 | 0,00 | 1 | |||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 5 405 | 0,58 | 721 | 3,90 | ||||
| 2025-05-07 | 13F | Portland Global Advisors LLC | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 68 770 | 906,73 | 9 265 | 1 006,93 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 58 790 | −8,15 | 7 837 | −5,05 | ||||
| 2025-04-10 | 13F | Naples Global Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-04-10 | 13F | Bremer Bank National Association | 59 633 | 0,00 | 7 690 | 1,08 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 171 709 | 4,42 | 23 | 10,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 2 351 | 236,82 | 313 | 251,69 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 21 050 | 107,92 | 2 806 | 115,02 | ||||
| 2025-04-16 | 13F | Union Bancaire Privee, UBP SA | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 1 914 | 0,00 | 255 | 3,66 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 206 815 | −0,81 | 27 570 | 2,53 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 82 652 | 3,58 | 11 018 | 10,86 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 4 938 | −0,02 | 658 | 3,46 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 24 794 | 24,06 | 3 305 | 28,25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 377 860 | 0,31 | 50 373 | 3,70 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 44 241 | −1,20 | 5 705 | −0,14 | ||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 3 550 | −5,33 | 473 | −2,07 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 2 059 | 0,15 | 275 | 3,40 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 2 223 | −44,16 | 296 | −42,30 | ||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 1 503 | 200 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 2 344 | 0,04 | 316 | 11,66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 38 209 | −0,57 | 5 094 | 2,79 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 47 097 | −1,00 | 6 | 0,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 1 716 | −0,23 | 229 | 3,17 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 36 273 | −3,77 | 4 835 | −0,53 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 5 141 | 0,67 | 685 | 4,10 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 80 026 | 4,23 | 10 668 | 7,75 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 117 | −63,32 | 16 | −62,50 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 11 855 | 1,04 | 1 580 | 8,29 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 354 | −10,98 | 580 | −7,94 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 92 727 | 14,17 | 12 361 | 18,02 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 64 929 | 5,07 | 8 656 | 8,61 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 8 330 | 19,34 | 1 124 | 28,05 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 23 969 | 0,01 | 3 195 | 3,40 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 4 073 | −3,73 | 543 | −0,55 | ||||
| 2025-08-06 | 13F | Agf Management Ltd | 38 175 | 0,39 | 5 089 | 3,79 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 2 165 | 0,00 | 289 | 3,23 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 44 174 | −6,12 | 5 890 | −2,93 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 618 | −23,42 | 82 | −21,15 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 641 | 1,89 | 1 952 | 5,29 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 3 485 | 8,13 | 465 | 11,81 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 54 248 | 2,24 | 7 232 | 5,69 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 54 615 | 0,00 | 7 281 | 3,37 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 775 | 0,00 | 103 | 4,04 | ||||
| 2025-05-07 | 13F | Meeder Advisory Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 564 | −89,77 | 75 | −89,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 061 435 | 9,55 | 141 500 | 13,25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 228 171 | −2,26 | 30 417 | 1,04 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 2 323 | −3,57 | 310 | −0,32 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 082 019 | −0,91 | 677 484 | 2,43 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 41 343 | 1,31 | 5 511 | 4,73 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 4 349 | −28,02 | 580 | −25,67 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 102 572 | −6,04 | 14 | −7,14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 9 974 059 | 0,75 | 1 329 642 | 4,15 | ||||
| 2025-07-11 | 13F | Bell Bank | 711 664 | 4,52 | 94 872 | 8,05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 538 | −33,25 | 205 | −30,98 | ||||
| 2025-07-16 | 13F | Ironwood Wealth Management, Inc. | 93 844 | −0,12 | 12 642 | 12,90 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 238 | 0,31 | 441 | 11,96 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 1 989 | 0,66 | 265 | 4,33 | ||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 2 089 | 31,96 | 278 | 36,27 | ||||
| 2025-08-12 | 13F | Main Management LLC | 3 166 | −4,06 | 0 | |||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 2 851 | 1,53 | 380 | 4,97 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 15 168 | −2,38 | 2 022 | 0,95 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 4 055 | 0,25 | 541 | 3,65 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 52 726 | 2,71 | 7 029 | 6,16 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 146 688 | 2,09 | 19 555 | 5,53 | ||||
| 2025-07-14 | 13F | Steigerwald, Gordon & Koch Inc. | 6 913 | −0,01 | 922 | 3,37 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3 863 | −11,62 | 515 | −8,70 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 473 178 | −17,40 | 63 079 | −14,62 | ||||
| 2025-08-13 | 13F | First National Advisers, LLC | 5 879 | 33,80 | 784 | 38,34 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 38 666 | −0,64 | 5 155 | 2,71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 116 818 | 9,36 | 15 573 | 13,05 | ||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 24 509 | −11,42 | 3 267 | −8,44 | ||||
| 2025-08-13 | 13F | Greenwich Wealth Management LLC | 9 684 | 8,09 | 1 | 0,00 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 2 163 | −36,44 | 288 | −34,25 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 50 846 | −13,57 | 6 778 | −10,65 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 1 364 | 0,00 | 182 | 3,43 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 13 036 | 2,45 | 1 738 | 5,91 | ||||
| 2025-08-13 | 13F | Coco Enterprises, LLC | 169 103 | 0,65 | 22 543 | 16,91 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 11 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 227 158 | −21,39 | 30 282 | −18,73 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 6 016 | −6,54 | 802 | −3,49 | ||||
| 2025-07-22 | 13F | Willner & Heller, Llc | 3 514 | −4,30 | 468 | −1,06 | ||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 8 318 | 44,86 | 1 109 | 49,73 | ||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 1 504 | 0,00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 3 745 | 2,69 | 499 | 6,17 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 38 316 | 891,87 | 5 108 | 925,50 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 3 277 | 0,00 | 437 | 3,32 | ||||
| 2025-08-07 | 13F | Richard C. Young & CO., LTD. | 30 280 | 1,88 | 4 037 | 5,32 | ||||
| 2025-08-04 | 13F | ArborFi Advisors, LLC | 66 340 | −1,99 | 8 844 | 1,32 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 2 033 | 0,00 | 262 | 0,00 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18 547 | 24,85 | 2 473 | 29,09 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 13 295 | 461,44 | 1 772 | 486,75 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3 707 | 118,06 | 478 | 121,30 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 20 166 | 2,32 | 2 688 | 5,79 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 43 050 | 0,00 | 5 739 | 3,37 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2 310 | −12,70 | 308 | −9,97 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 7 888 | 0,10 | 1 052 | 3,44 | ||||
| 2025-08-05 | 13F | MidAtlantic Capital Management, Inc. | 44 030 | −0,49 | 5 870 | 2,86 | ||||
| 2025-07-25 | 13F | Means Investment Co., Inc. | 43 957 | −4,27 | 5 860 | −1,05 | ||||
| 2025-07-10 | 13F | Rockland Trust Co | 35 234 | 1,20 | 4 697 | 4,63 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 26 920 | 8,46 | 3 589 | 12,13 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 13 446 | −0,75 | 1 792 | 2,63 | ||||
| 2025-08-13 | 13F | Brentview Investment Management LLC | 400 | 0,00 | 53 | 3,92 | ||||
| 2025-04-30 | 13F | POM Investment Strategies, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 147 | 0,00 | 20 | 5,56 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 3 000 | 0,10 | 400 | 3,37 | ||||
| 2025-08-08 | 13F | Opinicus Capital, Inc. | 12 880 | 3,68 | 1 717 | 7,18 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 3 421 | 0,50 | 456 | 4,11 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 28 356 | 1,39 | 3 780 | 4,83 | ||||
| 2025-08-08 | 13F | Union Savings Bank | 42 322 | −2,16 | 5 677 | 1,76 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 50 738 | 6 764 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 30 887 | 3,77 | 4 117 | 7,27 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 18 242 | −0,34 | 2 432 | 3,01 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 9 912 | 204,98 | 1 321 | 215,27 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 9 915 | −27,39 | 1 322 | −24,99 | ||||
| 2025-07-08 | 13F | Ransom Advisory, Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 10 911 | 1,31 | 1 455 | 5,82 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14 948 | 0,11 | 1 993 | 3,48 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 1 766 | 0,00 | 235 | 3,52 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 8 753 | 0,00 | 1 167 | 3,37 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 15 999 | −1,76 | 2 133 | 1,52 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569 534 | −8,99 | 75 925 | −5,92 | ||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Breakthru Advisory Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Tableaux Llc | 4 422 | 397 | ||||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 2 642 | −0,94 | 352 | 2,62 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 19 266 | 3,61 | 2 568 | 7,13 | ||||
| 2025-08-04 | 13F | Heritage Investors Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 1 947 | 9,20 | 260 | 13,10 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 7 995 | −2,07 | 1 079 | 2,47 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 2 366 | −20,68 | 316 | −17,97 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 0 | −100,00 | 0 | |||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 32 410 | −5,26 | 4 329 | −2,08 | ||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 22 615 | −1,20 | 3 015 | 2,13 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 16 269 | −1,09 | 2 169 | 2,22 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 24 709 | −0,35 | 3 294 | 9,00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3 938 | 7,24 | 525 | 10,78 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15 503 | −0,19 | 2 067 | 4,29 | ||||
| 2025-07-21 | 13F | Custos Family Office, LLC | 55 319 | 0,08 | 7 375 | 3,45 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 715 | 16,08 | 629 | 20,08 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 1 756 | 0,17 | 234 | 3,54 | ||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 3 215 | 0,00 | 429 | 3,38 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 25 029 | 0,87 | 3 336 | 4,25 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 5 594 | 746 | ||||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 3 029 | 39,91 | 410 | 54,92 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 140 178 | 3,35 | 18 687 | 5,66 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 5 928 | 0,00 | 790 | 4,50 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 1 258 454 | 18,85 | 160 516 | 18,65 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 30 953 | 0,87 | 4 126 | 4,27 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 14 791 | −1,25 | 1 972 | 2,07 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 18 057 | −0,98 | 2 450 | 4,21 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 6 315 | −16,22 | 842 | −13,48 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 219 | −0,14 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 339 085 | 1,36 | 45 203 | 4,78 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Tacita Capital Inc | 1 390 | 0,00 | 185 | 3,35 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 599 | 6,58 | 613 | 10,25 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 135 211 | 264,60 | 18 025 | 276,93 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 5 790 | 0,10 | 1 | |||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 1 900 | 0,00 | 253 | 3,27 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 147 | 0,00 | 20 | 5,56 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 56 871 | −1,10 | 7 581 | 2,24 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 1 697 | 0,00 | 231 | 10,05 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 27 928 | −0,07 | 3 723 | 3,30 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 31 351 | −7,77 | 4 179 | −4,65 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 403 | 0,12 | 320 | 3,56 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 314 693 | 1,66 | 175 262 | 5,09 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3 019 | −14,16 | 410 | −9,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 12 077 373 | −0,54 | 1 610 035 | 2,82 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 12 077 | 24,72 | 1 610 | 28,82 | ||||
| 2025-07-16 | 13F | American National Bank | 439 | 0,00 | 59 | 3,57 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 2 164 | 0,65 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Verum Partners LLC | 5 979 | 0,37 | 797 | 3,78 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 264 309 | −22,33 | 35 235 | −19,71 | ||||
| 2025-07-14 | 13F | Clayton Financial Group LLC | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 859 | 114 | ||||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 427 | 0,00 | 57 | 1,82 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 296 671 | 10,96 | 39 549 | 14,71 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 565 520 | −6,87 | 75 389 | −3,72 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 15 485 | −5,20 | 2 064 | −1,99 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 334 | 0,60 | 45 | 4,76 | ||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 476 | 0,21 | 64 | 8,47 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 2 377 | 0,00 | 317 | 3,27 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 471 | 63 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 108 006 | 16,89 | 14 398 | 20,84 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 56 791 | −31,68 | 7 571 | −29,38 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 7 176 | −13,57 | 957 | −10,65 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 6 253 | 0,64 | 834 | 4,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 60 894 | −4,51 | 8 118 | −1,29 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 75 411 | −1,02 | 10 053 | 2,32 | ||||
| 2025-07-15 | 13F | Vannoy Advisory Group, Inc. | 3 219 | 0,00 | 429 | 3,37 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 31 069 | −0,39 | 4 142 | 4,07 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 27 476 | −52,53 | 3 663 | −50,93 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 11 912 | −18,95 | 1 588 | −15,31 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 1 867 | 249 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 128 380 | −2,82 | 17 114 | 0,46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 59 555 | 5,26 | 8 088 | 10,86 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 956 | 0,00 | 127 | 3,25 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 8 915 | 0,32 | 1 188 | 3,66 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 200 325 | 9,75 | 26 705 | 13,45 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 2 128 | 138,83 | 284 | 148,25 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 44 295 | 46,82 | 5 870 | 52,52 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 2 436 | −3,72 | 325 | −0,61 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 36 453 | 10,15 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Idaho Trust Bank | 1 672 | −65,12 | 223 | −64,08 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 77 208 | 5,06 | 10 293 | 8,61 | ||||
| 2025-07-28 | 13F | Davidson Investment Advisors | 56 479 | 0,50 | 7 529 | 3,89 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 45 941 | 10,11 | 6 124 | 13,83 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 16 488 | 0,00 | 2 198 | 3,39 | ||||
| 2025-08-14 | 13F | First Wilshire Securities Management Inc | 2 600 | 0,00 | 347 | 3,28 | ||||
| 2025-04-23 | 13F | Strategic Investment Advisors / MI | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Acas, Llc | 2 183 | 0,00 | 300 | 11,11 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 964 | 128 | ||||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 49 922 | 4,63 | 6 655 | 8,16 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 3 908 | 1,59 | 521 | 5,04 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10 441 | 0,00 | 1 392 | 3,34 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 4 762 | −8,07 | 635 | −5,09 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 4 914 | 6,25 | 655 | 11,02 | ||||
| 2025-08-14 | 13F | Comerica Bank | 203 057 | 0,33 | 27 070 | 3,71 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 13 025 | 10,26 | 1 736 | 13,99 | ||||
| 2025-05-13 | 13F | Annandale Capital, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 2 687 | 0,11 | 358 | 3,47 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 2 511 | 0,08 | 335 | 3,41 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 32 210 | 31,47 | 4 294 | 35,90 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 35 672 | −3,75 | 4 755 | −0,50 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 5 239 062 | −4,21 | 698 419 | −0,98 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 13 285 | −3,04 | 1 771 | 0,23 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15 457 | −0,47 | 2 061 | 2,90 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4 155 | 17,94 | 554 | 21,81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 16 060 | 4,48 | 2 141 | 7,97 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 5 270 | 703 | ||||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 9 693 | 0,00 | 1 305 | 4,32 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 2 197 | 7,64 | 293 | 11,03 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 128 606 | −1,40 | 17 144 | 1,93 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 1 530 826 | −0,64 | 204 074 | 2,71 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 587 355 | 21,38 | 78 300 | 25,47 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 12 672 | 38,42 | 1 709 | 54,24 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 28 485 | 3,74 | 3 893 | 13,21 | ||||
| 2025-08-01 | 13F | Purkiss Capital Advisors LLC | 5 935 | 31,74 | 791 | 36,38 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 16 252 | 13,59 | 2 167 | 17,40 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 23 070 | −11,42 | 3 075 | −8,43 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 153 | 0,00 | 20 | 5,26 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 54 205 | 47,18 | 7 226 | 52,16 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 29 140 | 2,31 | 3 885 | 5,74 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 196 | 26 | ||||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 3 242 | −0,09 | 432 | 3,35 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 47 934 | 0,34 | 6 390 | 3,73 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 3 081 | −52,41 | 411 | −50,84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 948 760 | 8,36 | 126 | 12,50 | ||||
| 2025-07-31 | 13F | Gallagher Capital Advisors, LLC | 40 211 | −0,55 | 5 481 | 5,12 | ||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 69 735 | −0,58 | 9 | 0,00 | ||||
| 2025-08-12 | 13F | Bank OZK | 2 010 | 0,00 | 268 | 3,09 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 63 358 | 4,61 | 8 446 | 8,14 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 15 948 | 0,00 | 2 126 | 3,40 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 4 973 | 63,16 | 663 | 68,70 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 4 505 | −10,26 | 601 | −7,26 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 968 | −0,17 | 396 | 3,13 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 78 | 1,30 | 10 | 11,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 485 | 13,00 | 465 | 16,88 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 4 488 | 0,56 | 598 | 4,00 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 296 759 | 1,57 | 39 561 | 5,00 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 4 798 | 0,00 | 640 | 3,40 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 3 000 | −1,41 | 400 | 1,79 | ||||
| 2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 29 698 | −10,85 | 3 959 | −7,82 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 2 370 | 0,51 | 316 | 3,62 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 25 203 | 3 360 | ||||||
| 2025-05-09 | 13F | Fairfield Financial Advisors, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 5 172 | 0,10 | 689 | 3,45 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 672 610 | 3,91 | 89 666 | 7,42 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 138 316 | 4,02 | 18 439 | 7,53 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 399 | 0,00 | 53 | 3,92 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 383 291 | 293,47 | 51 097 | 306,75 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 9 127 | 15,31 | 1 217 | 19,22 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 28 581 | −2,47 | 3 810 | 0,85 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 7 959 | 39,34 | 1 061 | 44,02 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 270 978 | −0,88 | 36 124 | 2,46 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 106 660 | 6,59 | 14 | 16,67 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 1 585 | −0,25 | 211 | 3,43 | ||||
| 2025-07-31 | 13F | City State Bank | 56 422 | 0,83 | 7 522 | 4,23 | ||||
| 2025-07-11 | 13F | Thomasville National Bank | 10 508 | −0,05 | 1 401 | 3,32 | ||||
| 2025-08-15 | 13F | United Services Automobile Association | 215 563 | −0,20 | 28 737 | 3,17 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 295 417 | 2,95 | 39 382 | 6,43 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 527 | 204 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 5 732 | −0,50 | 764 | 2,96 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 24 496 | 1,79 | 3 266 | 5,22 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 3 309 | −0,81 | 447 | 7,97 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 28 168 | −23,83 | 3 755 | −21,25 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 42 688 | 2,17 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 2 749 414 | 314 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6 196 | 3,70 | 826 | 7,27 | ||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 4 237 | −17,18 | 565 | −14,42 | ||||
| 2025-05-15 | 13F | Lgl Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 7 199 | −9,57 | 960 | −6,53 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 184 825 | 24 639 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | O'Dell Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 12 152 | 105,62 | 1 620 | 161 800,00 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 18 561 | −7,14 | 2 474 | −4,00 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 62 056 | 5,10 | 8 273 | 8,64 | ||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 2 751 | 0,04 | 367 | 3,39 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3 593 | 0,00 | 479 | 3,24 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 2 952 | −0,10 | 381 | 12 566,67 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 26 | 136,36 | 4 | 200,00 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 2 465 | 39,74 | 329 | 44,49 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 7 039 | 0,00 | 938 | 3,42 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 452 | 3,67 | 60 | 7,14 | ||||
| 2025-08-14 | 13F | Betterment LLC | 23 833 | 5,28 | 3 | 50,00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 146 459 | 4,15 | 19 524 | 7,67 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 3 810 | −34,98 | 508 | −32,85 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 2 918 | 0,66 | 389 | 4,02 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1 264 | −7,80 | 169 | −4,55 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 7 929 | −7,94 | 1 057 | −4,86 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 14 469 | 3,42 | 1 929 | 6,87 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 45 520 | −1,77 | 6 068 | 1,56 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 33 493 | 49,01 | 4 | 100,00 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 30 412 | 0,37 | 4 097 | 4,86 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 120 181 | −5,47 | 16 021 | −2,28 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 17 522 | 0,91 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 17 855 | 1,51 | 2 380 | 4,94 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 235 149 | 4,51 | 31 348 | 8,03 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 985 | 29,49 | 1 331 | 33,90 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 7 558 | 1,67 | 1 | |||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 3 673 | 495 | ||||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 105 707 | 0,24 | 14 092 | 3,62 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 837 197 | 0,70 | 245 | 3,83 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 32 059 | 0,75 | 4 274 | 4,14 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 2 986 | 402 | ||||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 2 995 | 0,13 | 402 | 4,16 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 119 461 | 5,94 | 15 925 | 9,51 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 4 611 | −28,86 | 615 | −26,47 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 77 548 | −5,08 | 10 338 | 10,24 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 15 443 | 2,41 | 1 991 | 11,35 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 2 797 | 373 | ||||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 2 203 | 0,00 | 294 | 3,17 | ||||
| 2025-07-18 | 13F | Madrona Financial Services, LLC | 3 665 | 5,53 | 489 | 9,17 | ||||
| 2025-08-13 | 13F | Wambolt & Associates, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 252 805 | 2,66 | 33 701 | 6,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 714 531 | 2,74 | 95 254 | 10,98 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 8 639 | 0,00 | 1 152 | 3,32 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 998 | 58,48 | 2 799 | 63,88 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 2 127 | 3,65 | 284 | 7,20 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 111 | 15 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 16 621 | 2 216 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8 000 | 1 066 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 431 | 0,00 | 57 | 3,64 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 25 385 | 5,10 | 3 384 | 8,60 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 5 669 | 0,76 | 1 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 0 | −100,00 | 0 | |||||
| 2025-05-08 | 13F | Bank of Jackson Hole Trust | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 20 948 | 2,82 | 2 793 | 6,28 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 2 870 | 4,33 | 383 | 7,91 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 24 699 | 0,63 | 3 293 | 4,01 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 3 919 | −0,76 | 522 | 2,55 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 1 564 | −0,82 | 208 | 2,46 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 7 981 687 | 12 272,98 | 401 | −95,18 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 26 | 0,00 | 3 | 0,00 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 1 736 | 0,00 | 231 | 3,59 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 13 141 | 1,78 | 1 754 | 4,59 | ||||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 9 107 | 2,04 | 1 214 | 5,47 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 271 | 3,36 | 569 | 6,95 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 1 640 | 219 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 9 333 | −1,53 | 1 244 | 1,80 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 13 324 | 1 700 | ||||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 4 065 | 0,35 | 542 | 3,64 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 29 225 | 1,60 | 3 896 | 5,04 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 456 116 | 3,22 | 60 805 | 6,70 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 4 572 | −2,04 | 609 | 1,33 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 7 276 | −37,39 | 970 | −35,31 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 465 351 | −2,46 | 62 036 | 0,83 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 5 186 | 0,64 | 691 | 4,07 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 48 670 | 4,94 | 6 488 | 8,49 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 2 338 | 0,13 | 312 | 3,32 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 4 605 | −2,33 | 614 | 0,82 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 3 357 | −2,89 | 448 | 0,45 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 123 | 0,00 | 16 | 6,67 | ||||
| 2025-07-18 | 13F | First United Bank Trust/ | 230 | 0,00 | 31 | 3,45 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 24 859 | 9,86 | 3 314 | 13,54 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 122 839 | −35,35 | 16 376 | −33,17 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 4 668 | 106,55 | 622 | 113,75 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 59 713 | −14,71 | 8 460 | −6,29 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 1 604 | 214 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 11 900 | 600,00 | 1 586 | 624,20 | |||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 228 187 | −1,40 | 30 420 | 1,93 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 896 200 | 21,26 | 119 472 | 25,35 | |||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 10 666 | −13,44 | 1 422 | −10,57 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 194 171 | 10,43 | 25 885 | 14,15 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 25 995 | −3,10 | 3 465 | 0,17 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 87 200 | 41,55 | 11 625 | 46,32 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 3 193 | 0,00 | 426 | 3,41 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 218 768 | −0,07 | 29 164 | 3,30 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 30 150 | −1,53 | 4 019 | 1,80 | ||||
| 2025-05-15 | 13F | Permanens Capital L.P. | 0 | −100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4 839 | 73,81 | 645 | 79,67 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3 937 | 0,18 | 525 | 3,56 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 781 | 0,00 | 104 | 4,00 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 5 527 | 19,43 | 737 | 23,49 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 7 038 | 0,39 | 938 | 3,76 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 196 188 | −0,94 | 26 154 | 2,40 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 2 706 | 0,59 | 361 | 4,05 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 1 824 | 6,92 | 243 | 10,45 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 12 660 | −0,05 | 1 688 | 3,31 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 125 845 | 0,00 | 16 776 | 3,38 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 25 413 | 1 173,20 | 3 388 | 1 217,90 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 45 713 | −0,13 | 6 094 | 3,24 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 1 749 | 10,56 | 233 | 14,22 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 5 457 | −23,29 | 727 | −20,72 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 2 038 | 18,28 | 272 | 22,07 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 2 114 | −10,69 | 251 | −12,59 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 5 598 | 0,00 | 746 | 3,47 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 80 377 | 8,20 | 10 715 | 11,85 | ||||
| 2025-07-09 | 13F | Exchange Bank | 2 577 | −1,23 | 344 | 2,08 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24 498 | −18,43 | 3 266 | −15,70 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 28 529 | 6,72 | 3 803 | 10,33 | ||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 1 851 | −3,29 | 247 | 0,00 | ||||
| 2025-08-01 | 13F | Unconventional Investor, LLC | 2 989 | 398 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 1 638 | −0,18 | 218 | 3,32 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 17 550 | −0,37 | 2 340 | 2,99 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 2 854 | −0,45 | 0 | |||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 39 988 | −1,55 | 5 331 | 1,76 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 100 571 | −22,36 | 13 572 | −18,75 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 15 224 | −71,15 | 2 030 | −58,31 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 5 437 | 0,00 | 725 | 3,28 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 62 321 | 78,77 | 8 308 | 84,81 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 11 864 | −0,23 | 1 582 | 3,13 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 2 634 | 0,65 | 351 | 4,15 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 5 970 | 0,00 | 796 | 3,38 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 935 | −14,76 | 258 | −11,99 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 3 688 | −6,04 | 492 | −2,96 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 36 005 | 13,21 | 4 799 | 17,05 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 26 542 | −7,23 | 3 538 | −4,09 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 8 286 | 17,75 | 1 105 | 21,72 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 21 806 | −42,65 | 2 907 | −29,77 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 11 624 | −2,48 | 1 550 | 0,78 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 35 614 | 2,97 | 5 | 0,00 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 9 560 | 0,00 | 1 274 | 3,41 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 5 616 | 0,29 | 749 | 3,60 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 200 | 27 | ||||||
| 2025-07-28 | 13F | Twin Tree Management, LP | Call | 370 000 | 0,00 | 49 325 | 3,37 | |||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 1 646 | −6,32 | 212 | −5,36 | ||||
| 2025-06-03 | 13F | Invst, LLC | 8 330 | 2,94 | 1 074 | 4,07 | ||||
| 2025-07-22 | 13F | Vantage Investment Partners, LLC | 8 132 | 0,00 | 1 084 | 3,44 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 3 186 | 435 | ||||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 8 254 | 0,00 | 1 100 | 3,38 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 26 615 | 3,95 | 3 548 | 7,48 | ||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 2 002 | 3,73 | 267 | 7,26 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 156 256 | 2,28 | 20 840 | 5,78 | ||||
| 2025-08-07 | 13F | Nwam Llc | 9 042 | 160,13 | 1 227 | 173,66 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 5 546 | 33,35 | 739 | 37,87 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 1 612 | 0,62 | 215 | 3,88 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 9 288 | −1,34 | 1 238 | 1,98 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 202 644 | 6,38 | 27 015 | 9,97 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 28 044 | −12,17 | 3 739 | −9,21 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 101 | 13 | ||||||
| 2025-07-08 | 13F | Next Level Private LLC | 4 027 | 6,56 | 537 | 10,06 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 516 | −41,03 | 69 | −39,29 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 251 | 709,68 | 33 | 1 000,00 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 21 544 | −0,45 | 2 872 | 2,94 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 4 179 | 0,00 | 557 | 7,32 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 76 009 | 12,34 | 10 133 | 16,13 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba Miller Equity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Signaturefd, Llc | 10 891 | 0,03 | 1 452 | 3,35 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 7 930 | 1,45 | 1 057 | 4,86 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 11 849 | 2,09 | 1 580 | 5,55 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 63 355 | −0,66 | 8 446 | 2,69 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 459 | 0,46 | 1 394 | 3,87 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 35 861 | −2,20 | 4 781 | 1,10 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 14 968 | 4,55 | 1 995 | 8,07 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 50 | 0,00 | 7 | 0,00 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 1 613 | −7,03 | 208 | −5,88 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 200 | 0,00 | 27 | 4,00 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 2 087 | 0,00 | 278 | 3,35 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 670 | 9,28 | 1 422 | 12,95 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 1 508 | 201 | ||||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 6 960 | 4,90 | 928 | 8,42 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 1 635 | 0,49 | 218 | 3,83 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 46 | 6 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 7 314 | −0,05 | 975 | 3,39 | ||||
| 2025-08-07 | 13F | Laffer Investments | 10 102 | 1 347 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 4 763 | 0,00 | 635 | 3,26 | ||||
| 2025-07-21 | 13F | J2 Capital Management Inc | 2 348 | 0,00 | 313 | 3,64 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 10 421 | 2,93 | 1 389 | 6,44 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 28 843 | −14,64 | 3 845 | −11,75 | ||||
| 2025-07-15 | 13F | Northside Capital Management, LLC | 138 090 | 0,00 | 18 409 | 3,37 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 5 | 1 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 488 249 | 6,80 | 331 543 | 10,35 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 12 806 | −20,00 | 1 707 | −17,30 | ||||
| 2025-07-22 | 13F | Hickory Asset Management, Inc. | 35 256 | −3,08 | 4 700 | 0,17 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 40 123 | −0,16 | 5 349 | 3,20 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 18 109 | −2,85 | 2 414 | 0,46 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 10 262 | 0,48 | 1 368 | 3,87 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18 826 | 12,79 | 2 510 | 16,59 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 2 237 | 0,00 | 298 | 3,47 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 1 555 | 0,00 | 207 | 3,50 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 75 798 | 2,58 | 10 105 | 6,05 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 23 233 | 8,79 | 3 079 | 13,04 | ||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 2 330 | 311 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 156 773 | 206 180,26 | 1 | −88,89 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 693 | 92 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 710 | 12,88 | 95 | 16,05 | ||||
| 2025-07-17 | 13F | SWS Partners | 4 378 | 0,32 | 584 | 3,74 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 566 | 76 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 210 861 | 2,15 | 28 | 7,69 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 2 888 | −0,52 | 385 | 2,67 | ||||
| 2025-08-12 | 13F | AIMZ Investment Advisors, LLC | 14 339 | −6,32 | 1 912 | −3,19 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 61 255 | 0,27 | 8 166 | 3,64 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 100 | 0,00 | 13 | 8,33 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 47 489 | 6 331 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2 225 | −31,01 | 297 | −28,67 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 538 915 | 0,41 | 71 843 | 3,80 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 120 233 | 20,40 | 16 028 | 24,47 | ||||
| 2025-07-25 | 13F | Summa Corp. | 4 000 | −14,89 | 533 | −12,05 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 14 377 | 0,00 | 1 854 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 86 286 | 27,21 | 11 503 | 31,50 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 8 250 | 28,52 | 1 100 | 32,89 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 4 261 | 0,05 | 568 | 3,46 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 1 153 | 149 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1 728 | −87,65 | 230 | 4,07 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 6 593 | 0,00 | 879 | 3,29 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 050 | 6,76 | ||||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 1 689 | −45,85 | 225 | −44,03 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 2 713 | 362 | ||||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14 184 | 32,45 | 1 891 | 38,46 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 1 916 | 0,00 | 255 | 4,51 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 2 170 | −2,43 | 289 | 1,05 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 10 364 | 0,00 | 1 382 | 3,37 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 237 | 0,00 | 32 | 3,33 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 1 831 | 244 | ||||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 5 200 | 0,78 | 693 | 4,21 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 15 458 | −2,40 | 2 061 | 0,88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 92 762 | −1,06 | 12 366 | 2,27 |
