Grundläggande statistik
Institutionella ägare | 1827 total, 1821 long only, 0 short only, 6 long/short - change of 0,05% MRQ |
Genomsnittlig portföljallokering | 0.7612 % - change of −5,87% MRQ |
Institutionella aktier (lång) | 180 267 448 (ex 13D/G) - change of 6,83MM shares 3,94% MRQ |
Institutionellt värde (lång) | $ 20 875 903 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF (US:VYM) har 1827 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 180,267,448 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 12, 2025 is 141,38 / share. Previously, on September 16, 2024, the share price was 126,95 / share. This represents an increase of 11,37% 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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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 | ||||
2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 10 325 | −6,70 | 1 376 | −3,57 | ||||
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 | ||||
2025-07-23 | 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 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 809 | −49,94 | 508 | −48,32 | ||||
2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 79 621 | −1,06 | 10 614 | 2,28 | ||||
2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 1 949 | 4,17 | 260 | 7,47 | ||||
2025-08-13 | 13F | Allegheny Financial Group LTD | 3 411 | −33,50 | 455 | −31,32 | ||||
2025-08-13 | 13F | Kuhn & Co Investment Counsel | 16 732 | −0,27 | 2 231 | 3,10 | ||||
2025-08-13 | 13F | Nicolet Bankshares Inc | 2 010 | 268 | ||||||
2025-08-12 | 13F | FourThought Financial Partners, LLC | 6 335 | 0,00 | 845 | 3,43 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 693 744 | 5,63 | 92 483 | 9,19 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3 065 | 0,00 | 409 | 3,29 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2 521 | 0,00 | 336 | 3,38 | ||||
2025-08-18 | 13F | Pacific Center for Financial Services | 34 035 | 4,60 | 4 537 | 8,13 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 1 624 | −2,05 | 216 | 1,41 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 18 181 | 10,23 | 2 424 | 13,92 | ||||
2025-07-18 | 13F | Access Financial Services, Inc. | 11 762 | −1,22 | 1 568 | 2,08 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 91 811 | 5,88 | 12 239 | 9,45 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | −100,00 | 0 | −100,00 | |||
2025-07-18 | 13F | Vigilare Wealth Management | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 15 767 | −5,96 | 2 102 | −2,82 | ||||
2025-08-12 | 13F | Charles Schwab Investment Management Inc | 946 520 | 23,71 | 126 181 | 27,88 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 2 658 | −0,52 | 354 | 2,91 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 35 916 | 8,29 | 4 788 | 11,95 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 13 843 | 60,02 | 1 845 | 65,47 | ||||
2025-08-07 | 13F | HC Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 583 | 211 | ||||||
2025-08-07 | 13F | Apeiron RIA LLC | 73 734 | −7,99 | 9 830 | −4,89 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 9 854 | 3,60 | 1 | 0,00 | ||||
2025-05-30 | NP | TBFG - The Brinsmere Fund - Growth ETF | 81 172 | 113,35 | 10 468 | 114,62 | ||||
2025-08-14 | 13F | NCM Capital Management, LLC | 7 156 | 0,00 | 954 | 3,36 | ||||
2025-07-17 | 13F | San Luis Wealth Advisors LLC | 4 836 | 4,99 | 1 | |||||
2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 16 639 | −1,59 | 2 218 | 2,83 | ||||
2025-07-14 | 13F | Caitlin John, LLC | 1 984 | 5,70 | 264 | 9,09 | ||||
2025-07-18 | 13F | Chelsea Counsel Co | 61 800 | 0,00 | 8 239 | 3,38 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 2 320 | 0,00 | 309 | 3,34 | ||||
2025-08-27 | 13F | Seneca Financial Advisors LLC | 91 939 | 6,73 | 12 256 | 10,32 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 14 207 | −42,16 | 1 894 | −40,23 | ||||
2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 70 365 | 178,79 | 9 074 | 180,49 | ||||
2025-07-28 | 13F | Nadler Financial Group, Inc. | 1 691 | −41,93 | 225 | −40,00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 17 460 | 0,39 | 2 328 | 3,74 | ||||
2025-07-09 | 13F | Byrne Asset Management LLC | 227 | 0,00 | 30 | 3,45 | ||||
2025-07-31 | 13F | Dodds Wealth, LLC | 30 763 | −1,85 | 4 101 | 1,46 | ||||
2025-08-12 | 13F | Ames National Corp | 3 400 | 0,00 | 453 | 3,42 | ||||
2025-08-01 | 13F | Yukon Wealth Management, Inc. | 27 150 | 0,00 | 3 619 | 3,37 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 1 760 | 235 | ||||||
2025-07-10 | 13F | Security National Bank | 3 571 | 0,00 | 476 | 3,48 | ||||
2025-08-11 | 13F | Slagle Financial, LLC | 2 935 | 4,37 | 391 | 8,01 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 37 434 | 11,87 | 4 990 | 15,64 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1 369 | 39,84 | 184 | 47,20 | ||||
2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1 822 | 0,00 | 243 | 3,42 | ||||
2025-08-06 | 13F | Van Cleef Asset Management,Inc | 1 663 | 0,00 | 222 | 3,27 | ||||
2025-08-11 | 13F | FineMark National Bank & Trust | 211 784 | 6,61 | 28 233 | 10,20 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 14 696 | 46,13 | 1 959 | 51,16 | ||||
2025-08-13 | 13F | Whalerock Point Partners, Llc | 4 158 | 0,00 | 554 | 3,36 | ||||
2025-07-11 | 13F | Phillips Wealth Planners LLC | 2 302 | −2,33 | 310 | 8,77 | ||||
2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 54 684 | −1,14 | 7 290 | 2,19 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 293 480 | 7,55 | 39 124 | 11,17 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 6 373 | 10,83 | 850 | 14,57 | ||||
2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 27 840 | −0,02 | 3 711 | 3,37 | ||||
2025-08-14 | 13F | Newport Capital Group, LLC | 2 780 | 371 | ||||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 646 359 | 3,12 | 86 166 | 6,60 | ||||
2025-04-14 | 13F | Moss Adams Wealth Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 16 062 | 8,48 | 2 141 | 12,15 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 148 414 | 2,93 | 19 786 | 6,39 | ||||
2025-05-09 | 13F | Roof Eidam & Maycock/adv | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | West Coast Financial LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 59 641 | 12,90 | 7 951 | 17,95 | ||||
2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14 820 | 18,86 | 1 976 | 22,96 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 29 009 | 0,00 | 3 867 | 3,37 | ||||
2025-08-12 | 13F | Holderness Investments Co | 10 273 | 2,52 | 1 369 | 5,96 | ||||
2025-08-04 | 13F | BLB&B Advisors, LLC | 1 543 | −4,52 | 206 | −1,44 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 13 827 | −8,72 | 1 843 | −5,63 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 250 | 0,00 | 33 | 3,13 | ||||
2025-07-23 | 13F | Country Club Bank /gfn | 67 374 | −3,48 | 8 928 | 0,28 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 1 412 975 | −0,14 | 188 364 | 3,23 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Carnegie Lake Advisors LLC | 4 038 | −2,20 | 1 | |||||
2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 2 311 | 10,79 | 308 | 14,50 | ||||
2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 634 | 2,10 | ||||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 1 834 | 249 | ||||||
2025-07-31 | 13F | Brighton Jones Llc | 22 382 | 26,03 | 2 984 | 30,26 | ||||
2025-08-01 | 13F | Financial Counselors Inc | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 2 639 | 0,00 | 352 | 3,24 | ||||
2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 1 911 | 0,05 | 255 | 3,25 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 4 989 | −1,46 | 665 | 1,99 | ||||
2025-07-22 | 13F | Woodmont Investment Counsel Llc | 70 424 | −1,06 | 9 388 | 2,28 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 30 829 | 2,33 | 4 110 | 5,77 | ||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 10 408 | −23,35 | 1 387 | −20,79 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Chatham Capital Group, Inc. | 6 791 | 7,20 | 905 | 10,91 | ||||
2025-08-08 | 13F | WASHINGTON TRUST Co | 211 261 | 2,04 | 28 163 | 5,48 | ||||
2025-07-15 | 13F | Peddock Capital Advisors, Llc | 3 316 | −10,81 | 442 | −7,93 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 77 219 | −4,17 | 10 294 | −0,93 | ||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 78 452 | 6,53 | 10 458 | 10,13 | ||||
2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 287 | −69,30 | 38 | −68,33 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 4 661 | −16,35 | 621 | −13,51 | ||||
2025-07-22 | 13F | Red Door Wealth Management, LLC | 12 321 | 11,19 | 1 643 | 14,99 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 66 703 | −1,01 | 8 892 | 2,34 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 5 167 | 0,00 | 689 | 3,30 | ||||
2025-07-16 | 13F | True North Advisors, LLC | 2 129 | −15,01 | 284 | −12,38 | ||||
2025-07-14 | 13F | Friday Financial | 3 499 | 466 | ||||||
2025-08-14 | 13F | Aspen Grove Capital, LLC | 7 320 | 0,00 | 976 | 3,39 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 46 343 | 5,69 | 6 178 | 9,27 | ||||
2025-07-21 | 13F | Jmac Enterprises Llc | 51 370 | 2,84 | 6 848 | 6,32 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 31 543 | −0,24 | 4 205 | 3,14 | ||||
2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 2 287 | −0,57 | 305 | 2,70 | ||||
2025-07-25 | 13F | MOKAN Wealth Management Inc. | 7 219 | 4,38 | 962 | 7,97 | ||||
2025-07-17 | 13F | Fort Washington Investment Advisors Inc /oh/ | 3 750 | −7,18 | 500 | −4,04 | ||||
2025-07-23 | 13F | WoodTrust Financial Corp | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Glenview Trust Co | 7 701 | 14,94 | 1 027 | 18,75 | ||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 42 380 | 203,97 | 5 650 | 214,36 | ||||
2025-08-14 | 13F | Financial Advisory Service, Inc. | 12 706 | 13,31 | 1 694 | 17,08 | ||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 4 700 | −1,63 | 627 | 1,62 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 2 855 | 42,75 | 381 | 47,86 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 409 | −3,31 | 0 | |||||
2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 6 700 | 893 | ||||||
2025-07-15 | 13F | MCF Advisors LLC | 11 919 | 0,17 | 1 589 | 3,52 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 102 218 | 5,26 | 146 875 | 8,72 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 25 940 | 3,63 | 3 458 | 7,09 | ||||
2025-07-09 | 13F | Bulwark Capital Corp | 5 573 | 743 | ||||||
2025-08-14 | 13F | Aldebaran Financial Inc. | 4 830 | 0,02 | 644 | 3,38 | ||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 2 853 | −0,70 | 0 | |||||
2025-08-14 | 13F | Potentia Wealth | 1 554 | 0,00 | 207 | 3,50 | ||||
2025-07-09 | 13F | Goelzer Investment Management, Inc. | 2 431 | 0,00 | 324 | 3,51 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 118 430 | 2,04 | 15 788 | 5,48 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 1 389 | 0,00 | 185 | 3,35 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 611 | −75,73 | 81 | −75,00 | ||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 5 485 | 1,52 | 731 | 5,03 | ||||
2025-07-31 | 13F | Keystone Financial Planning, Inc. | 2 184 | −68,91 | 291 | −67,85 | ||||
2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 9 446 | 1 259 | ||||||
2025-08-07 | 13F | Aegis Wealth Management LLC | 18 870 | 0,00 | 2 433 | 0,00 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 123 208 | −0,83 | 16 425 | 2,52 | ||||
2025-09-09 | 13F | NWF Advisory Services Inc. | 10 939 | 252,87 | 1 458 | 265,41 | ||||
2025-08-07 | 13F | Summit X, LLC | 4 556 | 103,57 | 607 | 110,76 | ||||
2025-08-11 | 13F | Culbertson A N & Co Inc | 27 903 | −0,53 | 3 720 | 2,82 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Telos Capital Management, Inc. | 44 779 | 5,08 | 5 970 | 8,63 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 415 | 4,27 | 55 | 7,84 | ||||
2025-04-17 | 13F | Prentice Wealth Management LLC | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Fedenia Advisers LLC | 1 593 | 0,00 | 212 | 3,41 | ||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | NFP Retirement, Inc. | 22 525 | −14,56 | 3 003 | −11,68 | ||||
2025-07-08 | 13F | Morris Retirement Advisors, LLC | 1 804 | 0,00 | 240 | 3,45 | ||||
2025-05-14 | 13F | Monterey Private Wealth, Inc. | 3 639 | −0,11 | 469 | 1,08 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 16 808 | −0,86 | 2 241 | 2,47 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 13 327 | −0,20 | 1 777 | −0,67 | ||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Bernardo Wealth Planning LLC | 99 277 | 2,15 | 13 | 8,33 | ||||
2025-08-08 | 13F | Smithfield Trust Co | 403 011 | 3,88 | 54 | 6,00 | ||||
2025-07-25 | 13F | Libra Wealth Llc | 4 496 | 0,00 | 599 | 3,45 | ||||
2025-07-16 | 13F | Novem Group | 11 576 | −3,19 | 1 543 | 0,06 | ||||
2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 45 875 | −51,01 | 6 116 | −49,15 | ||||
2025-07-29 | 13F | DeDora Capital, Inc. | 221 680 | 5,87 | 29 552 | 9,44 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 144 055 | 2,17 | 19 204 | 5,63 | ||||
2025-07-15 | 13F | Maseco Llp | 28 468 | 3 794 | ||||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 6 061 | −14,32 | 808 | −11,51 | ||||
2025-07-29 | 13F | Rodgers & Associates, LTD | 2 646 | 47,33 | 353 | 52,38 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 2 015 | 0,00 | 269 | 3,47 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 22 448 | 0,30 | 2 993 | 3,67 | ||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7 620 | 16,78 | 1 016 | 20,69 | ||||
2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5 969 | −0,73 | 796 | 2,45 | ||||
2025-08-13 | 13F | M&t Bank Corp | 305 503 | −1,97 | 40 727 | 1,33 | ||||
2025-08-06 | 13F | SP Asset Management LLC | 15 196 | 0,59 | 2 026 | 3,95 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 79 060 | 2,03 | 10 540 | 5,47 | ||||
2025-07-24 | 13F | Ulland Investment Advisors, LLC | 275 | 0,00 | 0 | |||||
2025-08-08 | 13F | VeraBank, N.A. | 19 305 | 0,30 | 2 574 | 3,67 | ||||
2025-08-12 | 13F | Fairscale Capital, LLC | 9 993 | −1,10 | 1 340 | 2,92 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 42 404 | 1,82 | 5 653 | 5,25 | ||||
2025-07-10 | 13F | American Financial Advisors, LLC | 4 306 | 574 | ||||||
2025-08-14 | 13F | Navigoe, LLC | 90 | 0 | ||||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 2 680 | 541,15 | 357 | 573,58 | ||||
2025-08-06 | 13F | Atlas Legacy Advisors, LLC | 73 197 | 2,78 | 9 758 | 6,25 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 15 745 | 10 988,03 | 2 099 | 11 561,11 | ||||
2025-08-12 | 13F | Zacks Investment Management | 2 682 | −2,86 | 358 | 0,28 | ||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 32 200 | −74,70 | 4 293 | −73,85 | ||||
2025-08-13 | 13F | Quest Investment Management Llc | 60 951 | 2,53 | 8 125 | 5,99 | ||||
2025-07-28 | 13F | WealthPLAN Partners, LLC | 23 724 | 10,15 | 3 163 | 13,86 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 10 854 | 131,33 | 1 447 | 139,01 | ||||
2025-08-14 | 13F | Sterling Wealth Management, Inc. | 5 967 | −1,00 | 795 | 3,52 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12 313 | 2,51 | 2 | 0,00 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 125 | 1,53 | 283 | 4,81 | ||||
2025-08-07 | 13F | Private Advisory Group LLC | 108 737 | −11,08 | 14 496 | −8,08 | ||||
2025-07-10 | 13F | Aua Capital Management, Llc | 3 015 | 0,03 | 402 | 3,35 | ||||
2025-07-14 | 13F | MY Wealth Management Inc. | 2 014 | −26,76 | 268 | −24,29 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 14 201 | −1,59 | 1 893 | 1,72 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 2 395 | 46,75 | 319 | 51,90 | ||||
2025-08-08 | 13F | Advisors Capital Management, LLC | 25 638 | −24,80 | 3 418 | −22,27 | ||||
2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 6 297 | 2,17 | 840 | 5,67 | ||||
2025-07-29 | 13F | Ariston Services Group | 148 902 | 0,16 | 19 850 | 3,54 | ||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 10 464 | −1,42 | 1 395 | 1,90 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 1 943 | 259 | ||||||
2025-05-02 | 13F | Napatree Capital Llc | 9 315 | 16,03 | 1 201 | 17,29 | ||||
2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 1 936 | 0,05 | 258 | 3,61 | ||||
2025-07-24 | 13F | GFG Capital, LLC | 274 | 36 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 60 642 | 7,33 | 8 084 | 10,95 | ||||
2025-08-18 | 13F | V2 Financial group LLC | 6 200 | 93,75 | 827 | 100,49 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 3 108 | −4,60 | 414 | −1,43 | ||||
2025-07-22 | 13F | Highland Capital Management, Llc | 1 757 | 0,00 | 234 | 3,54 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2 817 | 0,00 | 376 | 3,31 | ||||
2025-05-23 | 13F | Twin Lakes Capital Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Qrg Capital Management, Inc. | 12 007 | −4,78 | 1 601 | −1,60 | ||||
2025-08-13 | 13F | Keystone Financial Group | 15 978 | 1,75 | 2 130 | 5,24 | ||||
2025-07-23 | 13F | Indiana Trust & Investment Management CO | 1 769 | 0,00 | 236 | 3,07 | ||||
2025-07-25 | 13F | Cwm, Llc | 64 211 | −0,96 | 9 | 0,00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 8 183 | 17,05 | 1 101 | 22,49 | ||||
2025-07-11 | 13F | LongView Wealth Management | 7 215 | 10,73 | 962 | 14,40 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 276 | 0,00 | 0 | |||||
2025-08-04 | 13F | Ledyard National Bank | 3 643 | −1,75 | 486 | 1,46 | ||||
2025-07-18 | 13F | Vicus Capital | 17 319 | 8,49 | 2 309 | 12,15 | ||||
2025-07-31 | 13F | Leelyn Smith, LLC | 63 055 | 1,93 | 8 406 | 5,35 | ||||
2025-08-08 | 13F | Creative Planning | 3 603 154 | −0,46 | 480 336 | 2,90 | ||||
2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 2 512 | 0,00 | 335 | 5,70 | ||||
2025-07-08 | 13F | Chemistry Wealth Management LLC | 2 701 | −6,93 | 360 | −3,74 | ||||
2025-08-13 | 13F | Ally Invest Advisors Inc. | 30 155 | 1,33 | 4 020 | 4,74 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 760 | 235 | ||||||
2025-07-24 | 13F | Eastern Bank | 2 414 | 13,98 | 322 | 17,58 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 848 | 0,10 | 780 | 3,45 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 256 112 | 8,75 | 34 142 | 12,42 | ||||
2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 10 407 | 0,00 | 1 387 | 3,35 | ||||
2025-07-17 | 13F | Saxon Interests, Inc. | 6 182 | 0,00 | 797 | 0,00 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 10 932 | 6,38 | 1 457 | 9,96 | ||||
2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 92 078 | 6,78 | 12 275 | 10,38 | ||||
2025-08-13 | 13F | Edgestream Partners, L.P. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Strategic Wealth Designers | 103 | −96,16 | 14 | −96,20 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 46 237 | 4,47 | 6 164 | 7,99 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 183 | 0,00 | 0 | |||||
2025-08-12 | 13F | Weik Capital Management | 1 975 | 0,00 | 263 | 3,54 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 67 989 | 3,00 | 9 064 | 6,47 | ||||
2025-08-01 | 13F | Chilton Capital Management Llc | 177 | 0,00 | 24 | 4,55 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 105 789 | 1,33 | 14 103 | 4,74 | ||||
2025-08-04 | 13F | Simon Quick Advisors, Llc | 29 541 | 3,05 | 3 938 | 6,55 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 13 225 | −0,12 | 1 763 | 3,28 | ||||
2025-07-25 | 13F | Evolution Advisers, Inc. | 1 829 | 0,00 | 0 | |||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 3 383 | 0,00 | 451 | 3,21 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 60 572 | 0,45 | 8 075 | 3,83 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 981 | 4 165,22 | 131 | 6 400,00 | ||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 3 000 | 400 | ||||||
2025-07-23 | 13F | Columbus Macro, LLC | 10 805 | 0,00 | 1 440 | 3,37 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 22 674 | −10,28 | 3 023 | −7,27 | ||||
2025-07-23 | 13F | Sachetta, LLC | 1 144 | 1,33 | 152 | 4,83 | ||||
2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 4 110 | 0,00 | 548 | 3,21 | ||||
2025-08-01 | 13F | Logan Capital Management Inc | 3 800 | −76,08 | 507 | −75,29 | ||||
2025-07-30 | 13F | Cambridge Capital Management, Llc | 24 694 | 0,36 | 3 292 | 3,72 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 6 377 | 20,21 | 850 | 24,27 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 27 808 | 13,33 | 3 707 | 17,16 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 5 376 | 0,47 | 717 | 3,77 | ||||
2025-08-12 | 13F | Sky-mountain Capital Management, Inc. | 29 383 | −32,59 | 3 955 | −29,64 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 200 | 0,00 | 27 | 4,00 | ||||
2025-04-30 | 13F | 49 Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-07-09 | 13F | Bowman & Co S.C. | 23 254 | −1,46 | 3 101 | 1,87 | ||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 2 638 | −46,31 | 352 | −44,55 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 858 293 | −3,75 | 114 419 | −0,50 | ||||
2025-08-13 | 13F | Fort Sheridan Advisors Llc | 7 902 | −13,28 | 1 053 | −10,38 | ||||
2025-07-15 | 13F | North Star Investment Management Corp. | 15 145 | 3,15 | 2 019 | 6,60 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 192 665 | 4,89 | 25 684 | 8,43 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 10 066 | −5,94 | 1 342 | −2,83 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 5 891 | 11,59 | 781 | 15,90 | ||||
2025-07-23 | 13F | New England Professional Planning Group Inc. | 2 903 | 0,00 | 387 | 3,21 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 41 462 | −4,29 | 5 527 | −1,06 | ||||
2025-08-08 | 13F | Blankinship & Foster, LLC | 17 170 | 0,00 | 2 289 | 3,34 | ||||
2025-07-21 | 13F | Sageworth Trust Co | 18 949 | −0,19 | 2 526 | 3,19 | ||||
2025-07-29 | 13F | Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-08-12 | 13F | Archer Investment Corp | 8 741 | 0,00 | 1 165 | 3,37 | ||||
2025-08-08 | 13F | Arvest Bank Trust Division | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 17 248 | 5,16 | 2 299 | 8,70 | ||||
2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 9 272 | 0,00 | 1 236 | 3,43 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 24 314 | 226,41 | 3 241 | 237,60 | ||||
2025-07-09 | 13F | Fiduciary Alliance LLC | 8 254 | 32,34 | 1 100 | 36,82 | ||||
2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13 399 | 42,77 | 1 786 | 47,60 | ||||
2025-08-28 | NP | SYMIX - AlphaCentric Symmetry Strategy Fund Class I | 2 871 | 0,60 | 383 | 3,80 | ||||
2025-07-10 | 13F | Perkins Coie Trust Co | 1 880 | −0,53 | 251 | 2,88 | ||||
2025-07-31 | 13F | GenTrust, LLC | 3 716 | 0,00 | 495 | 3,34 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 644 693 | 0,74 | 85 944 | 4,14 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 40 | 3 900,00 | 5 | 0,00 | ||||
2025-07-28 | 13F | CGC Financial Services, LLC | 509 | 0,00 | 68 | 3,08 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1 200 | 0,00 | 160 | 3,25 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 35 708 | −4,85 | 4 861 | 0,43 | ||||
2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 31 472 | −24,72 | 4 195 | −22,19 | ||||
2025-08-18 | 13F | Brick & Kyle, Associates | 2 191 | 0 | ||||||
2025-07-25 | 13F | Investment Advisory Group, LLC | 170 427 | 5,54 | 22 720 | 9,11 | ||||
2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 200 033 | 0,00 | 27 | 4,00 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 60 | 0,00 | 8 | 0,00 | ||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 21 928 | 0,47 | 2 923 | 3,87 | ||||
2025-07-29 | 13F | Monument Group Wealth Advisors, LLC | 1 750 | −18,11 | 233 | −15,27 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 48 489 | −14,01 | 6 464 | −11,11 | ||||
2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 2 270 | 0,00 | 303 | 3,42 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 4 441 | 0,18 | 1 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 10 735 | −60,06 | 1 431 | −58,27 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 917 | 0,11 | 122 | 3,39 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 17 887 | 3,15 | 2 385 | 6,62 | ||||
2025-08-13 | 13F | Annandale Capital, LLC | 154 315 | 1,87 | 21 | 5,26 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 7 153 | 0,08 | 954 | 3,47 | ||||
2025-08-14 | 13F | Horizon Investments, LLC | 84 | 0,00 | 11 | 10,00 | ||||
2025-08-05 | 13F | J. W. Coons Advisors, LLC | 2 373 | 3,49 | 316 | 7,12 | ||||
2025-07-02 | 13F | Central Pacific Bank - Trust Division | 26 | 0,00 | 3 | 0,00 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 189 | 162 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 26 772 | 14,61 | 3 569 | 18,46 | ||||
2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 13 321 | 0,71 | 1 776 | 4,11 | ||||
2025-07-16 | 13F | Register Financial Advisors LLC | 6 055 | 19,90 | 807 | 23,96 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 1 928 | 4,10 | 257 | 7,98 | ||||
2025-05-06 | 13F | Y-Intercept (Hong Kong) Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 9 887 | 1,23 | 1 318 | 4,61 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 152 | 287 | ||||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 3 039 | −67,34 | 405 | −66,22 | ||||
2025-07-22 | 13F | Capital City Trust Co/fl | 16 424 | 5,66 | 2 189 | 9,23 | ||||
2025-07-31 | 13F | Washington Trust Advisors, Inc. | 447 | 0,00 | 60 | 3,51 | ||||
2025-07-31 | 13F | Manuka Financial, LLC | 3 525 | 0,28 | 470 | 3,53 | ||||
2025-08-14 | 13F | Constant Guidance Financial LLC | 5 069 | 107,41 | 860 | 173,02 | ||||
2025-07-09 | 13F | Breakwater Investment Management | 42 356 | −0,06 | 5 646 | 3,31 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 10 386 | −0,77 | 1 385 | 2,59 | ||||
2025-07-25 | 13F | Sovereign Financial Group, Inc. | 41 610 | 4,42 | 5 547 | 7,94 | ||||
2025-08-08 | 13F | Hudock, Inc. | 2 116 | 0,24 | 282 | 3,68 | ||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 2 825 | 0,68 | 377 | 4,16 | ||||
2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 566 | 0,00 | 75 | 4,17 | ||||
2025-07-22 | 13F | SOL Capital Management CO | 4 649 | −5,10 | 1 | |||||
2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 3 404 | 0,59 | 454 | 3,90 | ||||
2025-07-29 | 13F | Salomon & Ludwin, LLC | 138 867 | −3,86 | 18 748 | 0,64 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 519 | 245,68 | 469 | 258,02 | ||||
2025-07-11 | 13F | Eagle Bay Advisors LLC | 3 407 | 0,00 | 454 | 3,42 | ||||
2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-11 | 13F | Elite Financial, Inc. | 17 598 | −0,07 | 2 | 0,00 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3 123 | 0,68 | 416 | 4,00 | ||||
2025-07-08 | 13F | Hickory Point Bank & Trust | 19 415 | 5,83 | 2 588 | 9,43 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 5 937 | −15,27 | 791 | −12,40 | ||||
2025-07-28 | 13F | Delap Wealth Advisory, Llc | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 148 637 | 2,09 | 19 815 | 5,53 | ||||
2025-08-25 | 13F/A | Neuberger Berman Group LLC | 16 682 | 1,37 | 2 224 | 4,76 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 2 435 | −85,09 | 325 | −84,62 | ||||
2025-08-01 | 13F | First National Trust Co | 154 338 | −1,12 | 20 575 | 2,22 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 81 264 | −0,60 | 10 833 | 2,75 | ||||
2025-05-12 | 13F | Blueprint Investment Partners LLC | 0 | −100,00 | 0 | |||||
2025-07-21 | 13F | Gray Private Wealth, LLC | 2 197 | 0,00 | 293 | 3,18 | ||||
2025-07-15 | 13F | Gunma Bank,Ltd. | 46 906 | 4,24 | 6 | 20,00 | ||||
2025-08-14 | 13F | Wimmer Associates 1, Llc | 8 678 | −3,15 | 1 157 | 0,52 | ||||
2025-07-11 | 13F | Trust Co Of Virginia /va | 3 435 | 0,00 | 458 | 3,39 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 11 607 | −1,17 | 1 547 | 2,18 | ||||
2025-07-11 | 13F | Mitchell & Pahl Private Wealth, Llc | 3 256 | 0,00 | 434 | 3,58 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 32 324 | 12,77 | 4 309 | 16,59 | ||||
2025-07-31 | 13F | Prudent Man Advisors, LLC | 20 065 | 0,40 | 2 675 | 3,76 | ||||
2025-08-15 | 13F | Blue Chip Partners, Inc. | 12 182 | 1,32 | 1 624 | 4,71 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 89 678 | 10,99 | 12 | 10,00 | ||||
2025-08-11 | 13F | Delta Asset Management Llc/tn | 636 | 0,00 | 85 | 2,44 | ||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 12 466 | 382,99 | 1 662 | 400,30 | ||||
2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 73 959 | 1,54 | 9 859 | 4,96 | ||||
2025-07-08 | 13F | Twele Capital Management, Inc. | 291 113 | 1,13 | 38 808 | 4,54 | ||||
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1 840 | 0,00 | 245 | 3,38 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 1 700 | 0,00 | 227 | 3,20 | ||||
2025-08-11 | 13F | First American Trust, Fsb | 8 676 | 1 157 | ||||||
2025-08-04 | 13F/A | 626 Financial, LLC | 1 686 | 0,00 | 225 | 3,23 | ||||
2025-07-29 | 13F | Clearview Wealth Advisors LLC | 2 550 | −1,77 | 340 | 1,50 | ||||
2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 479 | 0,00 | 197 | 3,68 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 6 028 | 45,46 | 804 | 50,37 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 28 276 | 2,20 | 3 770 | 5,66 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 7 213 | −5,22 | 962 | −2,04 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1 592 | 0,00 | 212 | 3,41 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 2 954 | 394 | ||||||
2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 31 503 | 4,93 | 4 200 | 8,47 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 20 273 | −3,18 | 2 703 | 0,07 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 119 932 | −0,29 | 15 988 | 3,08 | ||||
2025-07-14 | 13F | S.A. Mason LLC | 3 938 | −1,87 | 525 | 1,35 | ||||
2025-08-05 | 13F | Snider Financial Group | 14 271 | 0,07 | 1 902 | 3,43 | ||||
2025-08-05 | 13F | 5T Wealth, LLC | 4 579 | 173,54 | 610 | 183,72 | ||||
2025-08-12 | 13F | Ade, Llc | 4 604 | −1,14 | 614 | 2,17 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 65 672 | −11,82 | 8 755 | −8,85 | ||||
2025-08-12 | 13F | Titleist Asset Management, Llc | 6 506 | −2,08 | 867 | 1,29 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 5 663 | 187,90 | 755 | 198,42 | ||||
2025-07-16 | 13F | John W. Brooker & Co., CPAs | 8 451 | 1 147 | ||||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 1 860 | 1,36 | 248 | 5,08 | ||||
2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 12 905 | 274,06 | 1 720 | 287,39 | ||||
2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 7 845 | −4,56 | 1 046 | −1,42 | ||||
2025-08-01 | 13F | Reliant Investment Partners, LLC | 3 713 | 0,05 | 495 | 3,35 | ||||
2025-08-14 | 13F | Daiwa Securities Group Inc. | 3 414 | 4,40 | 0 | |||||
2025-07-14 | 13F | Pacifica Partners Inc. | 677 | 0,00 | 90 | 5,95 | ||||
2025-07-09 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 7 065 | 0,00 | 911 | 0,00 | ||||
2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 30 155 | 1,10 | 4 020 | 4,50 | ||||
2025-08-14 | 13F | Paradigm Capital Management, LLC/NV | 65 114 | −5,55 | 9 | 0,00 | ||||
2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 2 200 | 0,00 | 293 | 3,53 | ||||
2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 932 | 0,00 | 391 | 3,17 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 9 542 | 0,21 | 1 272 | 3,58 | ||||
2025-05-16 | 13F | Meiji Yasuda Life Insurance Co | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Legacy Financial Group LLC | 1 943 | −3,33 | 259 | −0,39 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 4 927 | −35,05 | 1 | |||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 12 101 | 0,50 | 1 613 | 3,93 | ||||
2025-07-30 | 13F | Clune & Associates, Ltd. | 17 123 | 1,89 | 2 283 | 5,31 | ||||
2025-07-17 | 13F | Sterling Wealth Advisors Inc | 1 892 | 0,00 | 255 | 4,94 | ||||
2025-07-25 | 13F | Gw Henssler & Associates Ltd | 87 329 | 6,53 | 11 642 | 10,12 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 194 289 | 11,94 | 25 901 | 15,72 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 18 568 | 42,70 | 2 475 | 47,50 | ||||
2025-04-11 | 13F | Piscataqua Savings Bank | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 1 829 | 10,51 | 244 | 14,08 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1 436 | 0,42 | 191 | 3,80 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 1 755 | 0,92 | 234 | 4,02 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 1 924 | 1,05 | 257 | 4,49 | ||||
2025-07-15 | 13F | Graypoint LLC | 20 417 | −6,17 | 2 722 | −3,03 | ||||
2025-07-10 | 13F | Uptown Financial Advisors LLC | 7 049 | 0,00 | 940 | 3,30 | ||||
2025-07-29 | 13F | Ballast, Inc. | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Kapstone Financial Advisors LLC | 31 408 | −0,80 | 4 187 | 2,55 | ||||
2025-08-13 | 13F | Fiduciary Group LLC | 37 016 | 4,38 | 4 935 | 7,89 | ||||
2025-07-21 | 13F | Fortis Capital Advisors, LLC | 2 716 | −2,44 | 362 | 0,84 | ||||
2025-07-23 | 13F | Richardson Capital Management LLC | 11 345 | 0,11 | 1 512 | 3,49 | ||||
2025-07-01 | 13F | Burkett Financial Services, Llc | 12 098 | 0,25 | 1 613 | 3,60 | ||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 6 329 | 0,00 | 844 | 3,31 | ||||
2025-07-29 | 13F | Kanawha Capital Management Llc | 2 713 | 0,00 | 362 | 3,44 | ||||
2025-08-15 | 13F | Hayek Kallen Investment Management | 19 299 | 0,10 | 3 | 0,00 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 4 444 | 1,25 | 592 | 4,59 | ||||
2025-07-21 | 13F | Kennebec Savings Bank | 536 | 0,00 | 71 | 2,90 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 100 | 0,00 | 13 | 8,33 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 16 700 | −3,47 | 2 226 | 0,91 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 2 558 | 11,07 | 341 | 15,20 | ||||
2025-07-08 | 13F | FF Advisors,LLC | 14 503 | 0,12 | 1 933 | 6,56 | ||||
2025-05-15 | 13F | Gts Securities Llc | 0 | −100,00 | 0 | |||||
2025-07-22 | 13F | Old National Bancorp /in/ | 239 739 | 32,68 | 31 960 | 37,15 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 9 585 | 35,46 | 1 278 | 40,02 | ||||
2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 27 782 | 4,75 | 3 704 | 8,27 | ||||
2025-07-15 | 13F | Tepp RIA, LLC | 125 823 | 0,08 | 16 774 | 3,45 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 15 046 | 49,88 | 2 006 | 54,95 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 314 722 | 6,06 | 41 956 | 9,64 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 8 798 | 0,00 | 1 173 | 3,35 | ||||
2025-07-30 | 13F | Black Diamond Financial, LLC | 10 338 | 163,66 | 1 378 | 172,87 | ||||
2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 810 168 | −0,84 | 108 003 | 2,50 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 9 129 | −0,07 | 1 217 | 3,40 | ||||
2025-07-23 | 13F | BankPlus Trust Department | 6 458 | 0,00 | 861 | 3,37 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 415 | 280,73 | 55 | 292,86 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 35 448 | −1,57 | 4 726 | 1,74 | ||||
2025-08-05 | 13F | Sunburst Financial Group, LLC | 32 973 | −0,29 | 4 396 | 3,07 | ||||
2025-07-17 | 13F | Hengehold Capital Management Llc | 4 181 | 0,02 | 557 | 3,34 | ||||
2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 190 | 0,00 | 25 | 4,17 | ||||
2025-08-11 | 13F | Tidemark, LLC | 831 | 0,00 | 111 | 2,80 | ||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 3 301 | 0,06 | 440 | 3,53 | ||||
2025-07-28 | 13F | Alpine Woods Capital Investors, Llc | 3 200 | 0,00 | 427 | 3,40 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 4 484 | 13,75 | 598 | 17,52 | ||||
2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 39 245 | −10,35 | 5 232 | −7,33 | ||||
2025-07-17 | 13F | Grandview Asset Management LLC | 88 074 | 1,79 | 12 | 0,00 | ||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 33 713 | −0,44 | 4 494 | 2,93 | ||||
2025-08-04 | 13F | AMG National Trust Bank | 73 959 | −2,43 | 9 860 | 0,86 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 55 412 | −2,53 | 7 387 | 0,75 | ||||
2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 4 739 | 0,25 | 632 | 3,61 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 1 441 | 5,18 | 192 | 9,09 | ||||
2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 11 038 | −5,99 | 1 472 | −2,84 | ||||
2025-07-31 | 13F | BIP Wealth, LLC | 53 583 | −4,52 | 7 143 | −1,30 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7 687 | 13,93 | 1 025 | 17,70 | ||||
2025-07-25 | 13F | waypoint wealth counsel | 73 512 | 1,32 | 9 800 | 4,73 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 22 | 0,00 | 3 | 0,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 3 661 | −0,95 | 488 | 2,52 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 1 200 | 160 | ||||||
2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 4 048 | 0,57 | 540 | 4,05 | ||||
2025-08-13 | 13F | Elgethun Capital Management | 3 700 | 0,00 | 493 | 3,35 | ||||
2025-08-14 | 13F | Pennington Partners & Co., Llc | 3 073 | 0,00 | 410 | 3,28 | ||||
2025-08-11 | 13F | Aspen Investment Management Inc | 2 075 | 0,00 | 0 | |||||
2025-09-05 | 13F | Ghe, Llc | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Legacy Private Trust Co. | 3 016 | −8,63 | 402 | −5,41 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 1 530 | 204 | ||||||
2025-08-14 | 13F | Synovus Financial Corp | 48 913 | 7,47 | 6 521 | 11,11 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5 083 | 0,00 | 678 | 3,36 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 2 787 908 | 0,57 | 64 031 | 4,64 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 43 110 | 18,70 | 5 559 | 19,99 | ||||
2025-08-13 | 13F | Schroder Investment Management Group | 21 064 | 5,12 | 2 808 | 8,67 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3 377 | 186,19 | 450 | 196,05 | ||||
2025-05-01 | 13F | Lane & Associates LLC | 46 450 | 19,19 | 5 990 | 16,13 | ||||
2025-07-10 | 13F | Sovran Advisors, LLC | 6 635 | 7,22 | 894 | 19,54 | ||||
2025-08-14 | 13F | Cura Wealth Advisors, Llc | 1 900 | 0,00 | 253 | 3,27 | ||||
2025-09-11 | 13F | Silicon Valley Capital Partners | 1 376 | 6,50 | 183 | 11,59 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 459 022 | 92,79 | 61 193 | 99,30 | ||||
2025-05-01 | 13F | High Note Wealth, LLC | 0 | −100,00 | 0 | |||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 4 842 | 37,83 | 646 | 42,38 | ||||
2025-08-13 | 13F | RIA Advisory Group LLC | 2 097 | 0,29 | 279 | 3,72 | ||||
2025-08-13 | 13F | Quadrant Capital Group Llc | 4 541 | 0,00 | 605 | 3,42 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2 143 196 | 13,84 | 284 069 | 18,26 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 1 661 | −9,48 | 221 | −6,36 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 633 | 112,17 | 751 | 119,30 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8 329 | −2,97 | 1 110 | 0,36 | ||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 2 562 | −3,61 | 340 | 0,29 | ||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 2 163 | −2,57 | 0 | |||||
2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 208 788 | −10,50 | 27 834 | −7,48 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 10 323 | 0,00 | 1 376 | 3,38 | ||||
2025-07-24 | 13F | Papp L Roy & Associates | 2 891 | −9,40 | 385 | −6,33 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 922 | −19,97 | 124 | −12,14 | ||||
2025-07-08 | 13F | Rise Advisors, LLC | 886 | 0,57 | 118 | 4,42 | ||||
2025-07-08 | 13F | GK Wealth Management LLC | 1 672 | 0,18 | 223 | 3,26 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2 802 | −1,51 | 374 | 1,91 | ||||
2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 21 353 | 11,36 | 2 847 | 15,13 | ||||
2025-08-14 | 13F | Hurley Capital, LLC | 597 | 0,17 | 80 | 3,95 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 18 883 | 2,07 | 2 517 | 5,53 | ||||
2025-07-23 | 13F | Tectonic Advisors Llc | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 2 342 | 17,69 | 312 | 21,88 | ||||
2025-07-18 | 13F | Pure Financial Advisors, Inc. | 2 731 | −7,95 | 364 | −4,71 | ||||
2025-08-13 | 13F | Elios Financial Group Inc. | 4 332 | 8,22 | 577 | 11,82 | ||||
2025-08-13 | 13F | Cheviot Value Management, LLC | 2 662 | −1,84 | 360 | 6,19 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 1 565 | −3,10 | 209 | 0,00 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 556 | 0,00 | 74 | 4,23 | ||||
2025-07-31 | 13F | LJI Wealth Management, LLC | 10 199 | 1,62 | 1 360 | 5,02 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Intellectus Partners, LLC | 21 350 | 0,00 | 2 846 | 3,38 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 402 | 52 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 3 297 | 0,49 | 440 | 3,78 | ||||
2025-08-14 | 13F | Greenline Partners, LLC | 2 092 | 0,05 | 279 | 3,35 | ||||
2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 554 | 200 | ||||||
2025-08-13 | 13F | MBM Wealth Consultants, LLC | 328 449 | 2,12 | 43 786 | 5,57 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 301 244 | 1,05 | 40 159 | 4,46 | ||||
2025-07-25 | 13F | McNamara Financial Services, Inc. | 17 299 | 21,37 | 2 306 | 25,46 | ||||
2025-07-09 | 13F | StrongBox Wealth, LLC | 25 203 | 3,83 | 3 360 | 7,32 | ||||
2025-08-06 | 13F | Eukles Asset Management | 19 147 | −0,69 | 2 553 | 2,65 | ||||
2025-07-15 | 13F | Norden Group Llc | 3 496 | −11,81 | 466 | −8,81 | ||||
2025-08-08 | 13F | Flaharty Asset Management, LLC | 835 | −2,34 | 111 | 0,91 | ||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 2 240 | −71,45 | 299 | −70,52 | ||||
2025-07-31 | 13F | Planning Center, Inc. | 1 820 | −3,50 | 243 | −0,41 | ||||
2025-08-07 | 13F | Rossmore Private Capital | 9 317 | 0,00 | 1 242 | 3,41 | ||||
2025-07-17 | 13F | Tempus Wealth Planning, LLC | 12 263 | −4,71 | 1 635 | −1,51 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 22 687 | 6,59 | 3 024 | 10,20 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 73 990 | 81,34 | 9 864 | 87,47 | ||||
2025-08-12 | 13F | LPL Financial LLC | 6 165 984 | 7,04 | 821 987 | 10,65 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 69 405 | 0,60 | 9 | 12,50 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 4 730 | 0,00 | 631 | 3,45 | ||||
2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 2 848 | 0,00 | 380 | 3,27 | ||||
2025-07-10 | 13F | Clare Market Investments LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | Citizens National Bank Trust Department | 20 595 | 0,88 | 2 746 | 4,29 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 86 061 | 10,53 | 11 473 | 14,26 | ||||
2025-08-08 | 13F | Glassman Wealth Services | 13 769 | 0,00 | 1 836 | 3,38 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 646 | 68,95 | 486 | 74,82 | ||||
2025-07-07 | 13F | RDA Financial Network | 61 129 | 0,16 | 8 149 | 3,55 | ||||
2025-07-25 | 13F | M.e. Allison & Co., Inc. | 20 048 | 0,02 | 2 673 | 3,41 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 112 479 | 6,35 | 14 995 | 9,94 | ||||
2025-08-11 | 13F | Citigroup Inc | 76 948 | −9,32 | 10 258 | −6,27 | ||||
2025-07-16 | 13F | Gradient Capital Advisors, LLC | 5 652 | −3,80 | 753 | −0,53 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 44 275 | 2,09 | 5 902 | 5,54 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 119 | 0,85 | 16 | 0,00 | ||||
2025-08-14 | 13F | New England Asset Management Inc | 246 580 | −0,99 | 32 872 | 2,35 | ||||
2025-07-09 | 13F | Bank of New Hampshire | 532 | −5,34 | 71 | −2,78 | ||||
2025-07-17 | 13F | Smith Anglin Financial, LLC | 3 426 | 24,27 | 457 | 28,45 | ||||
2025-07-24 | 13F | PayPay Securities Corp | 98 | −2,00 | 13 | 8,33 | ||||
2025-07-24 | 13F | Fulcrum Capital LLC | 10 765 | 0,00 | 1 435 | 3,39 | ||||
2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 261 397 | 2,36 | 34 847 | 5,82 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 6 107 | −18,40 | 814 | −15,65 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 17 686 | 2,83 | 2 416 | 13,00 | ||||
2025-07-16 | 13F | MBE Wealth Management, LLC | 3 263 | −11,88 | 435 | −9,01 | ||||
2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 268 260 | 2,09 | 35 762 | 5,53 | ||||
2025-07-02 | 13F | InvesTrust | 14 685 | −0,66 | 1 958 | 2,68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 26 790 | 12,41 | 3 571 | 16,47 | ||||
2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 33 495 | −21,36 | 4 465 | −18,71 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 42 932 | −2,38 | 5 723 | 0,92 | ||||
2025-07-17 | 13F | First County Bank /CT/ | 20 762 | −0,48 | 2 768 | 2,86 | ||||
2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 1 570 | −27,85 | 209 | −25,36 | ||||
2025-07-18 | 13F | Forza Wealth Management, LLC | 29 671 | 27,35 | 3 955 | 31,66 | ||||
2025-07-14 | 13F | Sweeney & Michel, Llc | 36 973 | 0,36 | 4 988 | 17,95 | ||||
2025-08-11 | 13F | McDonough Capital Management, Inc | 1 869 | 0,00 | 249 | 3,32 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 777 | 15,37 | 370 | 19,35 | ||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 0 | −100,00 | 0 | |||||
2025-07-02 | 13F | McAlister, Sweet & Associates, Inc. | 4 900 | −1,41 | 653 | 2,03 | ||||
2025-08-13 | 13F | Oxler Private Wealth LLC | 50 788 | −4,76 | 6 771 | −1,56 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 72 147 | 0,98 | 9 618 | 4,39 | ||||
2025-08-07 | 13F | Legacy Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Howard Capital Management Inc. | 1 132 957 | 8,50 | 151 034 | 12,16 | ||||
2025-08-12 | 13F | Pfc Capital Group, Inc. | 2 039 | −0,63 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 37 169 | −13,78 | 4 955 | −10,87 | ||||
2025-07-22 | 13F | Romano Brothers And Company | 79 633 | −1,12 | 10 616 | 2,21 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 2 904 | 0,00 | 387 | 3,48 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 38 423 | 5,11 | 5 122 | 8,66 | ||||
2025-07-03 | 13F | Trinity Financial Advisors LLC | 46 363 | −2,72 | 6 181 | 4,50 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 11 524 | 67,57 | 1 536 | 73,36 | ||||
2025-07-17 | 13F | Greenleaf Trust | 3 200 | 0,00 | 427 | 3,40 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 3 075 | 0,00 | 410 | 3,28 | ||||
2025-07-22 | 13F | Sage Financial Group Inc | 3 508 | 0,57 | 468 | 4,01 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | SWAN Capital LLC | 45 377 | −48,52 | 6 049 | −46,78 | ||||
2025-07-11 | 13F | Diversified Trust Co | 19 340 | 17,38 | 2 578 | 21,37 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 2 822 | 3,64 | 376 | 7,12 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 489 308 | −1,97 | 66 453 | 3,24 | ||||
2025-07-23 | 13F | Next Level Wealth Planning, LLC | 7 490 | 15,66 | 998 | 19,52 | ||||
2025-07-18 | 13F | Trust Co Of Vermont | 25 659 | −15,94 | 3 421 | −13,11 | ||||
2025-08-05 | 13F | Commonwealth Retirement Investments LLC | 4 513 | 13,36 | 602 | 17,15 | ||||
2025-08-08 | 13F | Horrell Capital Management, Inc. | 185 | 0,00 | 25 | 4,35 | ||||
2025-07-01 | 13F | First National Bank Sioux Falls | 6 691 | 0,28 | 892 | 3,60 | ||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 2 619 | 0,00 | 349 | 3,56 | ||||
2025-08-08 | 13F | Allianz Se | 560 | 0,00 | 75 | 2,78 | ||||
2025-07-31 | 13F | WFA Asset Management Corp | 577 | 0,70 | 68 | −1,45 | ||||
2025-08-12 | 13F | Minot DeBlois Advisors LLC | 350 | −9,33 | 47 | −6,12 | ||||
2025-08-14 | 13F | Harwood Advisory Group, LLC | 781 | −29,13 | 104 | −25,71 | ||||
2025-07-16 | 13F | Stephenson National Bank & Trust | 3 300 | −17,29 | 440 | −14,59 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 432 | 0,00 | 58 | 3,64 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 23 600 | −54,62 | 3 146 | −53,08 | ||||
2025-08-11 | 13F | Novak & Powell Financial Services, Inc. | 3 036 | −3,37 | 405 | −0,25 | ||||
2025-04-28 | 13F | Redmont Wealth Advisors Llc | 3 491 | 4,49 | 450 | 5,63 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 16 914 | −4,09 | 2 255 | −0,88 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 194 | 0,52 | 0 | |||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 558 | 0,00 | 0 | −100,00 | ||||
2025-08-12 | 13F | one8zero8, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 50 467 | 334,76 | 6 728 | 350,57 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-08 | 13F | Avenue 1 Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Inscription Capital, LLC | 0 | −100,00 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 49 890 | 11,29 | 6 651 | 15,05 | ||||
2025-08-14 | 13F | Hara Capital LLC | 1 276 | −4,49 | 170 | −1,16 | ||||
2025-07-23 | 13F | Roundview Capital LLC | 18 852 | 0,27 | 2 513 | 3,67 | ||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 589 | −14,06 | 212 | −11,34 | ||||
2025-04-15 | 13F | Transform Wealth, LLC | 8 947 | −17,13 | 1 154 | −16,27 | ||||
2025-08-18 | 13F | Finward Bancorp | 9 353 | −2,30 | 1 247 | 0,97 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 30 116 | −47,70 | 4 015 | −45,95 | ||||
2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 54 427 | −1,07 | 7 256 | 2,27 | ||||
2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 55 244 | 3,88 | 7 452 | 19,75 | ||||
2025-04-17 | 13F | Montecito Bank & Trust | 24 348 | −0,98 | 3 140 | 0,06 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 3 600 | 0,00 | 480 | 3,23 | ||||
2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 12 628 | −8,33 | 1 629 | −7,34 | ||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 18 802 | −0,67 | 2 507 | 2,66 | ||||
2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 7 125 | 0,59 | 950 | 3,94 | ||||
2025-07-11 | 13F | Prosperity Planning, Inc. | 2 003 | −0,40 | 267 | 2,70 | ||||
2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 7 000 | −5,28 | 933 | −2,10 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 114 235 | −12,82 | 15 229 | −9,88 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 3 444 | 0,00 | 459 | 3,38 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 13 121 | −0,32 | 1 749 | 7,37 | ||||
2025-08-08 | 13F | Fusion Capital, LLC | 4 297 | 1,56 | 573 | 4,95 | ||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 1 | 0,00 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 3 311 | 101,40 | 441 | 108,02 | ||||
2025-07-25 | 13F | Sather Financial Group Inc | 1 659 | 0,00 | 221 | 3,76 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 7 335 | −8,07 | 946 | −7,17 | ||||
2025-05-07 | 13F | Financially Speaking Inc | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | LVW Advisors, LLC | 9 200 | −24,47 | 1 226 | −21,91 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 149 558 | 29,28 | 19 938 | 33,64 | ||||
2025-07-14 | 13F | Sentinel Pension Advisors Inc | 1 936 | 0,05 | 258 | 3,61 | ||||
2025-05-01 | 13F | Stillwater Wealth Management Group | 3 478 | 449 | ||||||
2025-08-12 | 13F | Guerra Advisors Inc | 45 183 | 6 023 | ||||||
2025-08-07 | 13F | Efficient Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Cooper Financial Group | 1 917 | 10,68 | 255 | 14,35 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 0 | −100,00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 647 | 1 419 | ||||||
2025-07-15 | 13F | Unified Investment Management | 1 716 | 0,00 | 229 | 3,17 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 42 471 | 13,35 | 5 662 | 17,18 | ||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 230 | 0,00 | 31 | 3,45 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Aqr Capital Management Llc | 42 440 | 48,30 | 5 658 | 53,31 | ||||
2025-08-08 | 13F | IMA Wealth, Inc. | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Weaver Consulting Group | 17 071 | 0,71 | 2 276 | 4,12 | ||||
2025-08-14 | 13F | Graney & King, LLC | 414 | −8,20 | 55 | −5,17 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 12 160 | −39,42 | 1 621 | −37,36 | ||||
2025-07-22 | 13F | Compass Financial Group, INC/SD | 7 565 | 1,60 | 1 008 | 5,00 | ||||
2025-08-13 | 13F | Boston Family Office Llc | 4 740 | 0,00 | 1 | |||||
2025-07-09 | 13F | Fragasso Group Inc. | 6 291 | 11,07 | 839 | 14,79 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 94 985 | 1,40 | 12 664 | 4,81 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 3 068 | −6,12 | 409 | −2,85 | ||||
2025-08-12 | 13F | Running Point Capital Advisors, LLC | 150 | 0,00 | 20 | 0,00 | ||||
2025-07-03 | 13F | First Hawaiian Bank | 157 149 | −1,34 | 20 950 | 1,99 | ||||
2025-07-22 | 13F | MBL Wealth, LLC | 1 501 | 200 | ||||||
2025-08-08 | 13F | Grandfield & Dodd, Llc | 1 994 | 266 | ||||||
2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 1 908 | 0,00 | 254 | 3,25 | ||||
2025-08-12 | 13F | Hanover Advisors Inc | 31 733 | −4,79 | 4 230 | −1,58 | ||||
2025-08-13 | 13F | Alerus Financial Na | 1 467 | 196 | ||||||
2025-05-02 | 13F | Pinkerton Retirement Specialists, LLC | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Charter Oak Capital Management, LLC | 13 445 | 1,67 | 1 792 | 5,10 | ||||
2025-08-07 | 13F | Montag A & Associates Inc | 3 455 | 0,00 | 461 | 3,37 | ||||
2025-08-27 | NP | HCMNX - HCM Dividend Sector Plus Fund Class A Shares | 1 132 957 | 8,50 | 151 034 | 12,16 | ||||
2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 173 799 | 0,28 | 23 169 | 3,66 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 3 334 | −19,93 | 444 | −17,16 | ||||
2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 561 | 2,89 | 475 | 6,28 | ||||
2025-07-09 | 13F | GSG Advisors LLC | 211 438 | 0,02 | 28 187 | 8,69 | ||||
2025-07-21 | 13F | Zwj Investment Counsel Inc | 13 050 | −5,97 | 1 740 | −2,79 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 1 967 | 0,41 | 262 | 3,97 | ||||
2025-07-16 | 13F | RWM Asset Management, LLC | 49 204 | −1,27 | 6 559 | 2,05 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 1 841 | −2,18 | 245 | 1,24 | ||||
2025-07-21 | 13F | Jackson Wealth Management, LLC | 21 757 | 1,27 | 2 900 | 4,66 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 33 406 | 3,75 | 4 453 | 7,25 | ||||
2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 557 | 208 | ||||||
2025-08-08 | 13F | Hartland & Co., LLC | 128 098 | 22,56 | 17 077 | 26,69 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 52 188 | −49,15 | 7 | −46,15 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 4 754 | 40,32 | 634 | 45,18 | ||||
2025-08-08 | 13F | Oak Harvest Investment Services | 179 271 | −0,89 | 23 899 | 2,45 | ||||
2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 1 956 | 0,62 | 261 | 4,00 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 1 045 | 139 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 1 809 762 | 11,52 | 241 259 | 15,29 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 16 323 | 29,48 | 2 176 | 33,91 | ||||
2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10 576 | 2,31 | 1 410 | 5,78 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 307 100 | −1,10 | 40 940 | 2,24 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 81 000 | −25,82 | 10 798 | −23,32 | |||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 3 751 | 0,00 | 484 | 1,05 | ||||
2025-07-23 | 13F | Laraway Financial Inc | 2 986 | 2,23 | 398 | 5,85 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 4 053 | 0,60 | 540 | 4,05 | ||||
2025-08-13 | 13F | Johnson Financial Group, Inc. | 104 169 | 14 530,48 | 13 887 | 15 159,34 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 2 119 | 0,00 | 282 | 3,30 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 9 265 | 0,22 | 1 235 | 3,61 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 9 296 | −10,24 | 1 239 | −7,19 | ||||
2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 2 918 | 0,00 | 389 | 3,19 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 2 137 | 285 | ||||||
2025-07-07 | 13F | Investors Research Corp | 55 271 | 5,68 | 7 368 | 9,25 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 1 665 | −3,42 | 222 | −0,45 | ||||
2025-07-28 | 13F | RMR Capital Management, LLC | 2 082 | −19,18 | 278 | −16,57 | ||||
2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 322 077 | −2,28 | 42 936 | 1,02 | ||||
2025-07-18 | 13F | Truist Financial Corp | 930 504 | −2,85 | 124 046 | 0,42 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 17 147 | −0,64 | 2 286 | 2,70 | ||||
2025-07-17 | 13F | Gleason Group, Inc. | 61 794 | 6 890,27 | 8 238 | 7 125,44 | ||||
2025-08-06 | 13F | Adviser Investments LLC | 86 982 | −1,60 | 11 596 | 1,72 | ||||
2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 4 486 | 0,00 | 598 | 3,46 | ||||
2025-08-14 | 13F | Connecticut Wealth Management, LLC | 21 191 | −0,71 | 2 825 | 2,62 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 124 090 | −38,40 | 17 | −36,00 | ||||
2025-07-29 | 13F | Calamos Wealth Management LLC | 2 612 | 348 | ||||||
2025-04-30 | 13F | Sofos Investments, Inc. | 319 | 39,30 | 41 | 51,85 | ||||
2025-05-16 | 13F | Stance Capital Llc | 0 | −100,00 | 0 | |||||
2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 97 189 | 4,40 | 12 956 | 7,92 | ||||
2025-07-09 | 13F | Thrive Wealth Management, LLC | 8 002 | 0,59 | 1 067 | 4,00 | ||||
2025-08-12 | 13F | Chaney Capital Management, Inc. | 45 683 | −4,21 | 6 090 | −0,98 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | 167 307 | 22 304 | ||||||
2025-07-29 | 13F | Latitude Advisors, LLC | 2 140 | 0,00 | 285 | 3,64 | ||||
2025-07-23 | 13F | Seamount Financial Group Inc | 6 120 | 3,00 | 816 | 6,40 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 99 601 | 18,21 | 13 278 | 22,20 | ||||
2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10 581 | 40,52 | 1 411 | 45,21 | ||||
2025-08-05 | 13F | Texas Bank & Trust Co | 2 646 | 0,00 | 353 | 3,23 | ||||
2025-07-14 | 13F | LaFleur & Godfrey LLC | 5 277 | 0,11 | 703 | 3,53 | ||||
2025-08-11 | 13F | United Advisor Group, LLC | 2 233 | −9,45 | 298 | −6,60 | ||||
2025-08-11 | 13F | Mindset Wealth Management, Llc | 1 873 | 0,00 | 250 | 3,32 | ||||
2025-07-29 | 13F | Regions Financial Corp | 205 316 | −0,56 | 27 371 | 2,79 | ||||
2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 364 | 0,00 | 49 | 4,35 | ||||
2025-08-14 | 13F | First Citizens Asset Management, Inc. | 3 756 | −17,10 | 501 | −14,38 | ||||
2025-07-31 | 13F | Ingalls & Snyder Llc | 2 960 | 0,00 | 0 | |||||
2025-08-13 | 13F | Mayfair Advisory Group, LLC | 4 871 | 1,23 | 659 | 6,29 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 24 639 | 8 367,01 | 3 315 | 8 859,46 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 3 653 | 0,00 | 487 | 3,18 | ||||
2025-08-12 | 13F | Mystic Asset Management, Inc. | 2 677 | 8,78 | 357 | 12,30 | ||||
2025-08-14 | 13F | Sentinus, LLC | 2 243 | 299 | ||||||
2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 29 079 | 0,50 | 3 877 | 3,89 | ||||
2025-07-23 | 13F | Winthrop Advisory Group LLC | 7 110 | 0,13 | 948 | 3,50 | ||||
2025-07-10 | 13F | Arbor Wealth Advisors LLC | 4 909 | 0,00 | 654 | 3,32 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 3 612 | −2,03 | 482 | 1,26 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
2025-08-05 | 13F | Arrowroot Family Office, LLC | 21 479 | 9,36 | 2 863 | 14,25 | ||||
2025-07-22 | 13F | Ffg Retirement Advisors Llc | 47 033 | 6,96 | 6 270 | 10,56 | ||||
2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 23 194 | −0,12 | 3 092 | 3,24 | ||||
2025-08-01 | 13F | Anson Capital, Inc. | 5 885 | −0,30 | 785 | 3,02 | ||||
2025-08-14 | 13F | Dagco, Inc. | 206 019 | 6,38 | 27 464 | 9,97 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 30 727 | 5,68 | 4 096 | 9,26 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11 249 | −2,00 | 1 499 | 1,35 | ||||
2025-07-22 | 13F | Team Financial Group, LLC | 3 789 | 19,53 | 505 | 23,77 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 432 | 0,00 | 58 | 5,45 | ||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198 851 | 28,87 | 26 509 | 33,22 | ||||
2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 45 665 | −0,12 | 6 088 | 3,26 | ||||
2025-08-08 | 13F | Mv Capital Management, Inc. | 4 912 | 0,00 | 655 | 3,32 | ||||
2025-07-17 | 13F | Scott & Selber, Inc. | 3 834 | −2,19 | 1 | |||||
2025-07-25 | 13F | PrairieView Partners, LLC | 191 | 8,52 | 0 | |||||
2025-08-13 | 13F | JT Stratford LLC | 10 279 | 0,42 | 1 370 | 3,79 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 543 | 0,00 | 72 | 2,86 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 2 540 | 0,00 | 339 | 3,36 | ||||
2025-07-25 | 13F | Verdence Capital Advisors LLC | 27 097 | 0,08 | 3 612 | 3,47 | ||||
2025-08-01 | 13F | Alexander Labrunerie & Co., Inc. | 13 074 | 4,73 | 1 743 | 8,27 | ||||
2025-07-17 | 13F | TBH Global Asset Management, LLC | 128 337 | −8,89 | 15 381 | −5,84 | ||||
2025-08-04 | 13F | Clear Investment Research, Llc | 38 | 0,00 | 5 | 25,00 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 115 155 | −9,11 | 15 351 | −6,04 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 71 089 | 2,74 | 9 477 | 6,21 | ||||
2025-08-14 | 13F | Mariner, LLC | 538 670 | 0,16 | 71 808 | 3,58 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 550 | 71 | ||||||
2025-07-29 | 13F | Northeast Investment Management | 4 004 | 0,00 | 534 | 3,29 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 412 | 13,74 | 588 | 17,60 | ||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 0 | −100,00 | 0 | |||||
2025-08-11 | 13F | Lcnb Corp | 3 770 | −1,08 | 503 | 2,24 | ||||
2025-07-16 | 13F | Dakota Wealth Management | 13 653 | 0,04 | 1 820 | 3,41 | ||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 878 | 0,10 | 384 | 3,51 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 428 700 | 6,51 | 57 150 | 10,10 | |||
2025-08-13 | 13F | Townsquare Capital Llc | 34 531 | −82,25 | 4 603 | −81,66 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 105 100 | 31,87 | 14 011 | 36,31 | |||
2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 67 | −64,74 | 9 | −66,67 | ||||
2025-07-15 | 13F | Bfsg, Llc | 4 688 | −1,57 | 625 | 1,63 | ||||
2025-08-08 | 13F | Better Money Decisions, LLC | 4 329 | −3,82 | 577 | −0,52 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 2 557 | 0,04 | 344 | 4,24 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 10 814 | −0,16 | 1 442 | 3,22 | ||||
2025-07-16 | 13F | Newton One Investments LLC | 1 288 | −21,84 | 172 | −19,34 | ||||
2025-07-30 | 13F | CORDA Investment Management, LLC. | 34 442 | −3,53 | 4 592 | −0,28 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 7 491 066 | 2,45 | 998 634 | 5,90 | ||||
2025-07-16 | 13F | BOS Asset Management, LLC | 1 608 | 0,00 | 214 | 3,38 | ||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 380 | 0,00 | 51 | 2,04 | ||||
2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 74 | 4,23 | 10 | 0,00 | ||||
2025-05-09 | 13F | Barings Llc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | AF Advisors, Inc. | 78 863 | 10 513 | ||||||
2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 73 150 | −2,58 | 9 752 | 0,70 | ||||
2025-08-14 | 13F | Wharton Business Group, LLC | 894 315 | 0,43 | 119 | 4,39 | ||||
2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Talisman Wealth Advisors LLC | 51 230 | 4,57 | 6 830 | 8,11 | ||||
2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7 671 | 0,29 | 1 023 | 3,65 | ||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 15 875 | 0,00 | 2 116 | 3,37 | ||||
2025-07-25 | 13F | Wells Financial Advisors INC | 26 892 | −1,22 | 3 585 | 2,11 | ||||
2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 2 601 | 10,40 | 347 | 14,19 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 4 741 | 15,63 | 632 | 19,70 | ||||
2025-07-15 | 13F | Home Federal Bank Of Tennessee | 1 838 | 0,00 | 245 | 3,38 | ||||
2025-07-16 | 13F | Old Port Advisors | 22 241 | −3,58 | 2 965 | −0,34 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 29 499 | 699,43 | 3 933 | 727,79 | ||||
2025-07-28 | 13F | Cutler Investment Counsel Llc | 4 310 | 0,00 | 575 | 3,42 | ||||
2025-07-29 | 13F | Tide Cove Capital Partners LLC | 60 165 | 1,85 | 8 190 | 7,51 | ||||
2025-08-05 | 13F | Fortress Wealth Group, LLC | 3 410 | 6,50 | 458 | 15,08 | ||||
2025-08-04 | 13F | Roble, Belko & Company, Inc | 198 122 | 0,07 | 26 | 4,00 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 385 | 0,00 | 51 | 4,08 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 108 552 | −4,04 | 14 471 | −0,80 | ||||
2025-07-25 | 13F | Concord Asset Management, LLC/VA | 8 273 | 21,22 | 1 103 | 32,61 | ||||
2025-08-13 | 13F | Stablepoint Partners, LLC | 3 498 | −5,94 | 466 | −2,71 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7 827 | 1 043 | ||||||
2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 798 | −3,49 | 240 | −0,42 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-08-08 | 13F | Accredited Investors Inc. | 1 917 | 0,00 | 256 | 3,24 | ||||
2025-07-09 | 13F | Beacon Financial Group | 220 047 | −5,89 | 29 334 | −2,71 | ||||
2025-08-05 | 13F | Tsfg, Llc | 972 | 0,10 | 0 | |||||
2025-05-05 | 13F | PCA Investment Advisory Services Inc. | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Guardian Financial Partners, LLC | 59 145 | 4,17 | 7 885 | 7,68 | ||||
2025-08-19 | 13F/A | Pitcairn Co | 6 173 | 0,00 | 823 | 3,27 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 2 656 | −53,79 | 354 | −52,23 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 7 268 | −22,44 | 969 | −19,87 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 234 | 0,00 | 31 | 3,33 | ||||
2025-08-13 | 13F | Northern Trust Corp | 167 102 | 0,83 | 22 276 | 4,23 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 10 451 | 4,22 | 1 393 | 7,73 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 6 440 | 2,11 | 859 | 5,54 | ||||
2025-07-08 | 13F | 21 West Wealth Management LLC | 14 358 | 1 914 | ||||||
2025-08-13 | 13F | GM Advisory Group, Inc. | 3 652 | 0,14 | 487 | 3,40 | ||||
2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 90 | −2,17 | 12 | 0,00 | ||||
2025-07-15 | 13F | Kentucky Trust Co | 861 | 0,00 | 115 | 2,70 | ||||
2025-08-01 | 13F | Ferguson Shapiro LLC | 1 897 | 0,00 | 253 | 3,28 | ||||
2025-08-11 | 13F | VSM Wealth Advisory, LLC | 102 117 | 0,51 | 13 613 | 3,91 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 2 669 | 0,00 | 356 | 3,20 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 7 964 | 1 099,40 | 1 053 | 1 137,65 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 390 | 52 | ||||||
2025-08-06 | 13F | Simmons Bank | 3 475 | 15,83 | 463 | 19,95 | ||||
2025-08-01 | 13F | Hikari Power Ltd | 2 430 | 0,00 | 0 | |||||
2025-08-13 | 13F | Miramar Capital, LLC | 8 676 | 7,50 | 1 157 | 11,15 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 1 829 | −29,84 | 244 | −27,68 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 18 452 | −1,09 | 2 460 | 2,25 | ||||
2025-07-10 | 13F | Wedmont Private Capital | 25 375 | 0,48 | 3 424 | 12,04 | ||||
2025-07-15 | 13F | Hofer & Associates. Inc | 41 625 | 2,31 | 5 549 | 5,76 | ||||
2025-08-12 | 13F/A | Cozad Asset Management Inc | 21 895 | 0,15 | 2 919 | 3,51 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 918 | 20,23 | 389 | 24,36 | ||||
2025-08-06 | 13F | Climber Capital SA | 33 793 | 0,00 | 4 313 | 23,05 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 170 | 0,00 | 23 | 4,76 | ||||
2025-07-08 | 13F | Baker Ellis Asset Management LLC | 142 410 | −2,34 | 18 985 | 0,96 | ||||
2025-07-21 | 13F | Curran Financial Partners, LLC | 44 458 | −34,90 | 5 927 | −32,70 | ||||
2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 6 005 | 0,00 | 801 | 3,36 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 75 792 | 0,77 | 10 104 | 4,17 | ||||
2025-07-28 | 13F | Td Asset Management Inc | 4 100 | 0,00 | 547 | 3,41 | ||||
2025-08-05 | 13F | KDT Advisors, LLC | 27 539 | 0,00 | 3 671 | 3,38 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 15 758 | 14,20 | 2 | 100,00 | ||||
2025-08-14 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
2025-08-04 | 13F | Silver Coast Investments LLC | 0 | −100,00 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | −100,00 | 0 | −100,00 | ||||
2025-07-14 | 13F | Abound Wealth Management | 11 | −57,69 | 1 | −66,67 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 187 611 | 1,40 | 25 010 | 4,82 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 104 360 | −1,19 | 14 | 0,00 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17 918 | −12,82 | 2 | 0,00 | ||||
2025-08-14 | 13F | Destination Wealth Management | 4 698 | −6,40 | 626 | −3,25 | ||||
2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23 446 | 2,56 | 3 126 | 6,00 | ||||
2025-08-14 | 13F | Spears Abacus Advisors LLC | 2 784 | −2,42 | 371 | 1,09 | ||||
2025-08-04 | 13F | Hicks Capital Management Llc | 0 | −100,00 | 0 | |||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 110 390 | −1,41 | 14 716 | 1,92 | ||||
2025-08-11 | 13F | Poehling Capital Management, LLC | 8 276 | 0,00 | 1 103 | 3,37 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 4 598 | 2,86 | 613 | 6,25 | ||||
2025-07-10 | 13F | Community Trust & Investment Co | 5 238 | −8,92 | 698 | −5,80 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 1 | −99,32 | 0 | −100,00 | ||||
2025-07-24 | 13F | PDS Planning, Inc | 4 161 | −13,76 | 555 | −10,93 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 1 530 | 204 | ||||||
2025-07-10 | 13F | Hurlow Wealth Management Group, Inc. | 3 677 | 0,00 | 490 | 3,38 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 260 | 35 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 11 320 | 45,58 | 1 522 | 51,74 | ||||
2025-05-05 | 13F | Arq Wealth Advisors, Llc | 0 | −100,00 | 0 | |||||
2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 31 703 | −7,89 | 4 226 | −4,76 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 12 664 | −13,54 | 1 688 | −10,59 | ||||
2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 405 | 32,79 | 54 | 35,90 | ||||
2025-07-23 | 13F | Ti-trust, Inc | 10 603 | −2,44 | 1 413 | 0,86 | ||||
2025-08-06 | 13F | Stone House Investment Management, LLC | 1 080 | 424,27 | 144 | 450,00 | ||||
2025-07-18 | 13F | BSW Wealth Partners | 3 391 | −2,86 | 452 | 0,44 | ||||
2025-07-23 | 13F | Morton Capital Management LLC/CA | 9 351 | 4,20 | 1 247 | 7,69 | ||||
2025-08-11 | 13F | Capital Square, LLC | 1 560 | 0,13 | 211 | 5,00 | ||||
2025-08-05 | 13F | Mission Wealth Management, Lp | 49 576 | 2,57 | 6 609 | 6,03 | ||||
2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 0 | −100,00 | 0 | |||||
2025-07-03 | 13F | Collective Family Office Llc | 17 352 | −0,79 | 2 313 | 2,57 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 6 871 | −2,01 | 932 | 10,43 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 10 265 | 4,21 | 1 | 0,00 | ||||
2025-07-31 | 13F | Waldron Private Wealth LLC | 350 620 | −0,74 | 46 741 | 2,61 | ||||
2025-08-14 | 13F/A | Barclays Plc | 248 | 0,00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 15 279 | 3,55 | 2 037 | 7,05 | ||||
2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 11 374 | 0,00 | 1 516 | 3,41 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 37 634 | −1,09 | 5 017 | 2,24 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 64 473 | −5,35 | 8 595 | −2,16 | ||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 206 715 | 0,31 | 27 557 | 3,70 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 2 150 | −3,93 | 287 | −0,69 | ||||
2025-08-06 | 13F/A | Headland Capital, LLC | 1 506 | 201 | ||||||
2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 44 587 | −0,00 | 5 944 | 3,36 | ||||
2025-08-14 | 13F | Van Den Berg Management I, Inc | 3 302 | −2,05 | 440 | 1,38 | ||||
2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 17 568 | −24,92 | 2 342 | −22,37 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 25 524 | −0,45 | 3 403 | 2,90 | ||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 1 907 | 0,00 | 254 | 3,67 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0,00 | 0 | |||||
2025-08-01 | 13F | First Command Advisory Services, Inc. | 4 965 | −12,29 | 662 | −9,45 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 1 886 | −4,46 | 251 | −1,18 | ||||
2025-07-29 | 13F | Novare Capital Management Llc | 10 103 | −2,32 | 1 347 | 0,98 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 1 914 | 15,86 | 255 | 19,72 | ||||
2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 239 | −1,51 | 165 | 1,85 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 91 209 | −8,64 | 12 159 | −5,55 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 263 | 91,97 | 35 | 105,88 | ||||
2025-07-28 | 13F | Rosenberg Matthew Hamilton | 39 605 | 1,44 | 5 280 | 4,87 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 8 693 | 0,00 | 1 159 | 3,30 | ||||
2025-08-07 | 13F | Allen Investment Management LLC | 15 768 | 2 102 | ||||||
2025-08-12 | 13F | Employees' Retirement Fund of the City of Fort Worth | 117 403 | 0,00 | 15 140 | 0,00 | ||||
2025-07-23 | 13F | Wealth Management Nebraska | 13 613 | 1 804 | ||||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 61 233 | 59,02 | 8 163 | 64,41 | ||||
2025-07-18 | 13F | Liberty Capital Management, Inc. | 7 359 | 0,00 | 981 | 3,37 | ||||
2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 3 946 | 1,57 | 526 | 12,63 | ||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 568 | −8,61 | 476 | −5,57 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Rollins Financial Advisors, LLC | 74 597 | 2,76 | 9 945 | 6,22 | ||||
2025-08-08 | 13F | Citizens Financial Group Inc/ri | 21 149 | −2,79 | 2 819 | 0,50 | ||||
2025-08-27 | 13F/A | Putney Financial Group LLC | 15 | 0,00 | 2 | 100,00 | ||||
2025-07-09 | 13F | Heritage Family Offices, LLP | 3 708 | 0,00 | 473 | −1,26 | ||||
2025-08-06 | 13F | Tradewinds, LLC. | 0 | −100,00 | 0 | |||||
2025-07-18 | 13F | Clarity Financial LLC | 13 110 | 7,33 | 1 748 | 10,92 | ||||
2025-08-05 | 13F | Blue Barn Wealth, LLC | 25 769 | 2,71 | 3 435 | 6,18 | ||||
2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 16 572 | −5,13 | 2 209 | −1,91 | ||||
2025-07-17 | 13F | Sonora Investment Management Group, LLC | 3 628 | 22,61 | 484 | 26,77 | ||||
2025-05-08 | 13F | Banque Cantonale Vaudoise | 0 | −100,00 | 0 | |||||
2025-07-10 | 13F | Moller Financial Services | 6 013 | −43,75 | 802 | −41,87 | ||||
2025-07-18 | 13F | Client 1st Advisory Group, Llc | 2 312 | −27,04 | 308 | −24,51 | ||||
2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 9 445 | −3,77 | 1 259 | −0,47 | ||||
2025-07-14 | 13F | GAMMA Investing LLC | 463 | 0,00 | 62 | 3,39 | ||||
2025-08-12 | 13F | Passive Capital Management, LLC. | 3 326 | 0,00 | 448 | 4,44 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 351 | −1,96 | 47 | 0,00 | ||||
2025-08-08 | 13F | Atlantic Trust, LLC | 181 | 24 | ||||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 969 159 | 2,32 | 129 199 | 5,78 | ||||
2025-08-06 | 13F | Stokes Family Office, LLC | 87 502 | −4,20 | 11 665 | −0,98 | ||||
2025-07-29 | 13F | Creekside Partners | 13 885 | 3,20 | 1 851 | 6,63 | ||||
2025-08-14 | 13F | Tripletail Wealth Management, LLC | 1 930 | 261 | ||||||
2025-08-13 | 13F | Options Solutions, Llc | 25 129 | 8,73 | 3 350 | 12,42 | ||||
2025-08-14 | 13F | First Manhattan Co | 181 937 | 0,00 | 24 254 | 3,38 | ||||
2025-07-25 | 13F | Courage Miller Partners, LLC | 7 108 | 0,38 | 948 | 3,72 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 14 134 | −7,18 | 1 884 | −4,02 | ||||
2025-08-14 | 13F | Harmony Asset Management Llc | 8 520 | 12,64 | 1 136 | 16,41 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 8 645 | 108,41 | 1 164 | 117,79 | ||||
2025-08-13 | 13F | Blue Fin Capital, Inc. | 3 593 | 0,00 | 479 | 4,37 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 19 019 | −5,57 | 2 535 | −2,39 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 9 825 | 1 310 | ||||||
2025-07-09 | 13F | Westmount Partners, LLC | 2 831 | 0,53 | 377 | 3,86 | ||||
2025-08-12 | 13F | Country Trust Bank | 17 | 0,00 | 2 | 0,00 | ||||
2025-07-28 | 13F | Allianz Asset Management GmbH | 46 | −6,12 | 6 | 0,00 | ||||
2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 6 107 | 0,00 | 814 | 3,43 | ||||
2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 16 159 | 24,32 | 2 154 | 28,52 | ||||
2025-05-14 | 13F | Dixon Mitchell Investment Counsel Inc. | 0 | −100,00 | 0 | |||||
2025-07-29 | 13F | Mb, Levis & Associates, Llc | 428 | 0,00 | 57 | 3,64 | ||||
2025-08-04 | 13F | Syverson Strege & Co | 3 219 | −17,23 | 429 | −14,37 | ||||
2025-08-14 | 13F | Fmr Llc | 223 959 | 2,23 | 29 856 | 5,68 | ||||
2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 7 914 | 1 055 | ||||||
2025-08-13 | 13F | Philadelphia Trust Co | 1 765 | 0,00 | 0 | |||||
2025-08-26 | 13F | Claris Financial LLC | 10 099 | 0,23 | 1 346 | 4,75 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 1 650 | −18,07 | 220 | −14,06 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 47 399 | 14,09 | 6 319 | 19,21 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 7 493 | 999 | ||||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | Mosaic Financial Group, Llc | 3 097 | 0,00 | 0 | |||||
2025-08-06 | 13F | Horizon Investment Services, LLC | 5 671 | −1,05 | 756 | 2,30 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 7 769 | −17,99 | 1 036 | −15,23 | ||||
2025-07-31 | 13F | Lee Danner & Bass Inc | 5 758 | 0,00 | 768 | 3,37 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 1 575 | 0,00 | 210 | 2,96 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 5 414 | 0,67 | 722 | 4,04 | ||||
2025-05-14 | 13F | Douglass Winthrop Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 1 393 012 | 8,23 | 185 702 | 11,88 | ||||
2025-09-09 | 13F | Cambridge Financial Group, LLC | 8 363 | 0,00 | 1 115 | 3,92 | ||||
2025-08-13 | 13F | Brown Advisory Inc | 86 463 | 12,27 | 11 526 | 16,06 | ||||
2025-08-05 | 13F | Next Capital Management LLC | 7 778 | 0,00 | 1 037 | 3,29 | ||||
2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7 085 | 0,65 | 945 | 4,08 | ||||
2025-08-11 | 13F | Mount Lucas Management LP | 19 969 | 2,42 | 2 662 | 5,89 | ||||
2025-08-14 | 13F | Matrix Private Capital Group Llc | 1 783 | 0,00 | 238 | 3,49 | ||||
2025-08-14 | 13F | Cobler Capital Management, LLC | 950 | 271 | ||||||
2025-08-06 | 13F | Nvwm, Llc | 266 | 35 | ||||||
2025-05-07 | 13F | Motco | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Agate Pass Investment Management, LLC | 2 328 | −17,30 | 310 | −14,60 | ||||
2025-08-11 | 13F | Rockbridge Investment Management, LCC | 6 708 | 0,00 | 894 | 3,35 | ||||
2025-07-17 | 13F | Flywheel Private Wealth LLC | 41 811 | −2,90 | 5 574 | 0,36 | ||||
2025-08-14 | 13F | Janus Henderson Group Plc | 16 046 | 0,07 | 2 139 | 4,60 | ||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 79 130 | 14,68 | 10 549 | 18,54 | ||||
2025-07-30 | 13F | Gables Capital Management Inc. | 12 291 | 0,00 | 1 639 | 3,34 | ||||
2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 24 024 | 938,20 | 3 203 | 974,50 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 10 | −96,36 | 1 | −97,14 | ||||
2025-07-22 | 13F | Olistico Wealth, LLC | 2 415 | 2 315,00 | 322 | 3,22 | ||||
2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 1 914 | 0,00 | 255 | 3,66 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 035 | −2,86 | 938 | 1,52 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 417 | 0,00 | 56 | 3,77 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | −100,00 | 0 | |||||
2025-05-01 | 13F | Berkeley, Inc | 0 | −100,00 | 0 | |||||
2025-08-07 | 13F | W Advisors, Llc | 12 231 | 16,09 | 1 631 | 20,03 | ||||
2025-04-29 | 13F | Hm Payson & Co | 9 630 | −3,70 | 1 242 | −2,67 | ||||
2025-04-11 | 13F | Davis Capital Management | 94 | 0,00 | 12 | 9,09 | ||||
2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 58 667 | 8,70 | 7 821 | 12,36 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 0 | −100,00 | 0 | |||||
2025-07-28 | 13F | Moran Wealth Management, LLC | 4 032 | 131,19 | 538 | 139,73 | ||||
2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
2025-07-31 | 13F | Resonant Capital Advisors, LLC | 5 600 | 0,00 | 747 | 3,32 | ||||
2025-07-18 | 13F | Martel Wealth Advisors Inc | 692 364 | 3,22 | 92 299 | 6,70 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 19 064 | 11,29 | 2 541 | 15,03 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 0 | −100,00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 58 175 | 1,30 | 7 755 | 4,73 | ||||
2025-07-10 | 13F | Arkfeld Wealth Strategies, L.L.C. | 3 426 | 3,60 | 462 | 13,83 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 12 794 | 1,57 | 1 706 | 4,99 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 393 | 0,26 | 52 | 4,00 | ||||
2025-07-08 | 13F | Arlington Trust Co LLC | 437 601 | −0,21 | 58 337 | 3,16 | ||||
2025-07-14 | 13F | Southland Equity Partners LLC | 7 317 | −0,11 | 975 | 3,28 | ||||
2025-08-07 | 13F | Evoke Wealth, Llc | 15 301 | 25,85 | 2 040 | 30,12 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 615 | 12,16 | 482 | 15,90 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 57 924 | −3,90 | 7 722 | −0,67 | ||||
2025-08-07 | 13F | King Luther Capital Management Corp | 402 | −3,14 | ||||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 16 978 | −2,78 | 2 263 | 3,10 | ||||
2025-07-15 | 13F | Financial Management Professionals, Inc. | 233 | 31 | ||||||
2025-08-11 | 13F | TRUE Private Wealth Advisors | 19 359 | −2,02 | 2 581 | 1,26 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2 404 545 | 0,37 | 320 550 | 3,76 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 22 158 | −7,30 | 2 954 | −4,19 | ||||
2025-07-22 | 13F | Capital Advisors Inc/ok | 13 743 | −4,28 | 1 832 | −1,03 | ||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Smith, Salley & Associates | 8 450 | −1,13 | 1 127 | 2,18 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 52 285 | 0,71 | 6 970 | 4,11 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 27 043 | 0,17 | 3 605 | 3,56 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 75 194 | 5,45 | 10 024 | 9,02 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 229 488 | −3,11 | 30 593 | 0,16 | ||||
2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 33 790 | 2,74 | 4 505 | 9,35 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 502 | 0,00 | 0 | |||||
2025-07-24 | 13F | Copperwynd Financial, LLC | 5 207 | −3,40 | 694 | −0,14 | ||||
2025-08-18 | 13F | Second Line Capital, LLC | 1 834 | 0,99 | 244 | 4,27 | ||||
2025-08-05 | 13F | Sumitomo Life Insurance Co | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 11 457 | 9,91 | 1 527 | 13,62 | ||||
2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 4 939 | 0,06 | 658 | 3,46 | ||||
2025-08-14 | 13F | Investmark Advisory Group LLC | 15 596 | −0,01 | 2 079 | 3,38 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 3 558 | 11,92 | 474 | 15,89 | ||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 7 472 | 996 | ||||||
2025-07-11 | 13F | Coastwise Capital Group, LLC | 8 422 | −0,02 | 1 123 | 3,31 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 172 483 | 8,61 | 22 999 | 13,52 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2 672 | −7,77 | 356 | −4,56 | ||||
2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 98 683 | 5,10 | 13 155 | 8,65 | ||||
2025-07-17 | 13F | KG&L Capital Management,LLC | 4 312 | −0,21 | 575 | 3,05 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 55 411 | −1,38 | 7 387 | 1,95 | ||||
2025-07-30 | 13F | Berkeley Capital Partners, LLC | 218 236 | −0,82 | 29 093 | 2,52 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 3 848 | 0,34 | 513 | 3,64 | ||||
2025-07-18 | 13F | TruNorth Capital Management, LLC | 693 | 0,00 | 92 | 3,37 | ||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 11 680 | −5,67 | 1 557 | −2,44 | ||||
2025-08-13 | 13F | Prossimo Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-07-15 | 13F | Bay Capital Advisors, LLC | 49 148 | 9,40 | 6 552 | 13,08 | ||||
2025-08-07 | 13F | Brio Consultants, LLC | 4 535 | 0,00 | 605 | 3,42 | ||||
2025-07-17 | 13F | Mustard Seed Financial, LLC | 3 382 | 0,12 | 451 | 3,45 | ||||
2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 6 000 | 5,37 | 800 | 8,86 | ||||
2025-07-22 | 13F | Rockingstone Advisors LLC | 15 400 | 0,20 | 2 053 | 3,53 | ||||
2025-07-25 | 13F | R. W. Roge & Company, Inc. | 14 456 | −6,83 | 2 | −50,00 | ||||
2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 70 | 0,00 | 9 | 0,00 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 7 445 | 0,00 | 992 | 3,33 | ||||
2025-07-31 | 13F | United Community Bank | 3 171 | 2,75 | 423 | 6,30 | ||||
2025-07-24 | 13F | MA Private Wealth | 1 687 | 0,00 | 225 | 3,23 | ||||
2025-07-18 | 13F | Childress Capital Advisors, Llc | 49 646 | −3,13 | 6 618 | 0,15 | ||||
2025-07-31 | 13F | FSA Investment Group, LLC | 2 499 | 0,68 | 333 | 4,06 | ||||
2025-07-09 | 13F | Aaron Wealth Advisors LLC | 4 888 | 24,22 | 652 | 28,40 | ||||
2025-08-07 | 13F | Accent Capital Management, LLC | 114 | 0,00 | 15 | 7,14 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 2 019 | 0,00 | 274 | 5,00 | ||||
2025-08-08 | 13F | Empower Advisory Group, LLC | 3 833 | −14,58 | 511 | −11,76 | ||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 4 461 | −3,46 | 595 | −0,17 | ||||
2025-07-29 | 13F | Riverbend Wealth Management, LLC | 18 587 | 6,03 | 2 478 | 9,60 | ||||
2025-04-15 | 13F | Visionary Horizons, LLC | 0 | −100,00 | 0 | |||||
2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Cm Wealth Advisors Llc | 4 805 | 0,00 | 641 | 3,39 | ||||
2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1 080 | 1,12 | 139 | 10,32 | ||||
2025-07-22 | 13F | Chemung Canal Trust Co | 2 244 | 0,00 | 299 | 3,46 | ||||
2025-04-14 | 13F | Pillar Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | 360 Financial, Inc. | 12 312 | −3,96 | 1 641 | −0,73 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 42 805 | 5,70 | 5 706 | 9,27 | ||||
2025-08-01 | 13F | Biltmore Family Office, LLC | 44 709 | −3,07 | 5 960 | 0,20 | ||||
2025-07-24 | 13F | Invictus Private Wealth, Llc | 5 000 | −0,52 | 667 | 2,78 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 2 680 | 19,59 | 365 | 34,32 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 23 610 | 5,71 | 3 148 | 9,27 | ||||
2025-08-04 | 13F | Human Investing LLC | 250 700 | 1,14 | 33 428 | 4,57 | ||||
2025-08-13 | 13F | Victory Financial Group, Llc | 26 618 | 11,70 | 3 548 | 15,61 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 15 603 | 11,01 | 2 080 | 14,79 | ||||
2025-07-25 | 13F | SPC Financial, Inc. | 1 570 | 0,00 | 209 | 3,47 | ||||
2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 3 113 | −23,33 | 415 | −20,84 | ||||
2025-08-12 | 13F | North Star Asset Management Inc | 18 205 | −1,55 | 2 427 | 1,76 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 10 807 | 0,00 | 1 441 | 3,37 | ||||
2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 2 081 | 0,39 | 279 | 4,49 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 7 975 | 4,54 | 1 063 | 8,14 | ||||
2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 1 750 | 0,00 | 233 | 3,56 | ||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 51 452 | −0,93 | 6 859 | 2,42 | ||||
2025-08-13 | 13F | Nicolet Advisory Services, Llc | 3 643 | −26,60 | 484 | −18,10 | ||||
2025-08-12 | 13F | GDS Wealth Management | 1 853 | −7,16 | 247 | −3,89 | ||||
2025-07-09 | 13F | Sapient Capital Llc | 27 941 | 9,61 | 3 725 | 13,29 | ||||
2025-07-23 | 13F | Arcataur Capital Management LLC | 40 850 | −0,65 | 5 446 | 2,70 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 7 003 | −0,40 | 1 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 581 | −47,06 | 877 | −45,29 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 124 826 | 0,65 | 16 640 | 4,05 | ||||
2025-08-14 | 13F | ICONIQ Capital, LLC | 4 330 | −2,24 | 577 | 1,05 | ||||
2025-08-06 | 13F | Princeton Capital Management Llc | 1 730 | 0,00 | 231 | 3,14 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4 673 036 | 3,31 | 622 955 | 6,79 | ||||
2025-08-13 | 13F | Financial Freedom, LLC | 1 956 | 0,62 | 261 | 4,00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 495 | −14,21 | 63 | −14,86 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 5 396 | −17,82 | 696 | −16,97 | ||||
2025-07-21 | 13F | Warner Financial, Inc | 23 598 | 2,14 | 3 | 50,00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 791 471 | 1,39 | 105 509 | 4,81 | ||||
2025-07-18 | 13F | Midwest Financial Group LLC | 1 760 | 2,68 | 235 | 5,88 | ||||
2025-08-14 | 13F | Private Capital Management, LLC | 5 441 | 3,80 | 725 | 7,25 | ||||
2025-08-04 | 13F | Keybank National Association/oh | 253 426 | 1,93 | 33 784 | 5,37 | ||||
2025-07-10 | 13F | Fulton Bank, N.a. | 13 015 | 0,00 | 1 735 | 3,40 | ||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 3 765 | 0,00 | 502 | 3,30 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 162 038 | 1,79 | 21 601 | 5,23 | ||||
2025-08-08 | 13F | Sittner & Nelson, Llc | 105 | 0,00 | 14 | 0,00 | ||||
2025-07-21 | 13F | Sterling Investment Counsel, LLC | 0 | −100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 466 280 | −0,97 | 329 | 2,18 | ||||
2025-07-11 | 13F | Caldwell Securities, Inc | 1 635 | 25,77 | 218 | 29,94 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 360 | 0,84 | 48 | 2,17 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 3 170 | −0,22 | 423 | 3,18 | ||||
2025-07-30 | 13F | Castle Wealth Management Llc | 3 282 | −4,98 | 437 | −1,80 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 609 | −39,58 | 79 | −39,06 | ||||
2025-08-14 | 13F | RMB Capital Management, LLC | 7 780 | 70,20 | 1 037 | 76,06 | ||||
2025-08-07 | 13F | Mayport, Llc | 8 998 | 0,03 | 1 200 | 3,45 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 18 022 | −1,05 | 2 402 | 2,30 | ||||
2025-07-17 | 13F | New Covenant Trust Company, N.A. | 20 512 | 0,00 | 2 718 | 3,90 | ||||
2025-08-06 | 13F | SNS Financial Group, LLC | 2 061 | −1,15 | 275 | 2,24 | ||||
2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 91 217 | 0,85 | 12 160 | 4,25 | ||||
2025-07-24 | 13F | West Bancorporation Inc | 65 490 | 7,19 | 8 730 | 10,80 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 13 600 | 10,59 | 1 813 | 14,32 | ||||
2025-08-08 | 13F | Security Financial Services, INC. | 2 054 | 0,98 | 274 | 4,20 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 851 | 0,00 | 247 | 3,36 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 25 733 | 4,93 | 3 430 | 8,48 | ||||
2025-08-05 | 13F | Meridian Management Co | 4 855 | 0,00 | 651 | 3,99 | ||||
2025-08-11 | 13F | Platform Technology Partners | 21 996 | 0,00 | 2 932 | 3,39 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 64 413 | −5,49 | 8 640 | −1,71 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 7 943 | 0,01 | 1 059 | 3,32 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 4 803 | −1,64 | 640 | 1,75 | ||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 122 376 | −0,14 | 15 782 | 0,93 | ||||
2025-08-04 | 13F | Evergreen Wealth Management, LLC | 69 564 | 3,35 | 9 274 | 6,84 | ||||
2025-07-11 | 13F | Busey Wealth Management | 47 277 | −0,48 | 6 303 | 2,87 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1 584 | −0,81 | 0 | |||||
2025-07-01 | 13F | Private Client Services, Llc | 4 244 | 8,96 | 566 | 12,55 | ||||
2025-07-18 | 13F | Requisite Capital Management, LLC | 1 913 | −21,47 | 255 | −18,79 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 8 203 | 58,33 | 1 094 | 63,62 | ||||
2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 384 | 0,60 | 584 | 3,91 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3 582 | 11,10 | 478 | 14,94 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1 447 | 0,00 | 193 | 3,23 | ||||
2025-07-31 | 13F | CNB Bank | 445 | 0,00 | 59 | 3,51 | ||||
2025-08-08 | 13F/A | Sterling Capital Management LLC | 8 | 0,00 | 1 | 0,00 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 24 942 | 74,49 | 3 325 | 80,36 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 127 847 | −63,46 | 17 119 | −62,06 | ||||
2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 3 799 | 15,68 | 506 | 19,62 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 19 996 | −10,68 | 2 666 | −7,66 | ||||
2025-07-22 | 13F | Wynn Capital, LLC | 5 892 | 0,00 | 785 | 3,43 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 124 397 | 9,94 | 16 583 | 13,65 | ||||
2025-08-11 | 13F | WPG Advisers, LLC | 1 481 | −16,28 | 197 | −13,60 | ||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 33 003 | 229,11 | 4 400 | 240,22 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 21 210 | 4,15 | 2 828 | 7,65 | ||||
2025-08-12 | 13F | Kimelman & Baird, LLC | 939 | 0,00 | 125 | 3,31 | ||||
2025-04-11 | 13F | Lake Hills Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-25 | 13F | Meritage Portfolio Management | 17 588 | −0,09 | 2 345 | 3,26 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 22 026 | 106,27 | 2 936 | 113,22 | ||||
2025-08-11 | 13F | PAX Financial Group, LLC | 26 092 | −4,38 | 3 478 | −1,14 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 12 882 | 0,00 | 1 717 | 3,37 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 14 515 | 93,46 | 1 935 | 100,00 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 155 159 | 7,90 | 20 684 | 11,54 | ||||
2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 3 276 | 0,09 | 437 | 3,32 | ||||
2025-08-14 | 13F | Headlands Technologies LLC | 0 | −100,00 | 0 | −100,00 | ||||
2025-04-11 | 13F | Cranbrook Wealth Management, LLC | 0 | −100,00 | 0 | |||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 510 | 0,00 | 68 | 3,08 | ||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 2 705 | 361 | ||||||
2025-08-05 | 13F | Optivise Advisory Services LLC | 4 481 | 12,08 | 597 | 15,92 | ||||
2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 12 254 | 0,00 | 1 634 | 3,35 | ||||
2025-07-08 | 13F | Dover Advisors, Llc | 1 996 | −12,99 | 266 | −9,83 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 77 410 | 0,10 | 10 319 | 3,48 | ||||
2025-08-12 | 13F | Jefferies Financial Group Inc. | 6 578 | 67,81 | 877 | 73,47 | ||||
2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 3 713 | −2,98 | 495 | 0,41 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 600 248 | −3,37 | 80 019 | −0,11 | ||||
2025-07-21 | 13F | Ntv Asset Management Llc | 2 676 | 9,18 | 357 | 12,66 | ||||
2025-08-07 | 13F | Alpha Cubed Investments, LLC | 23 246 | 1,97 | 3 099 | 5,41 | ||||
2025-08-14 | 13F | Operose Advisors LLC | 352 758 | −0,11 | 47 026 | 3,26 | ||||
2025-08-04 | 13F | Spire Wealth Management | 10 832 | −22,28 | 1 444 | −19,64 | ||||
2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 2 141 | 0,61 | 290 | 10,31 | ||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 56 025 | 0,74 | 7 469 | 4,13 | ||||
2025-07-14 | 13F | Signature Securities Group Corporation | 18 433 | −19,78 | 2 457 | −17,08 | ||||
2025-07-17 | 13F | Barry Investment Advisors, LLC | 4 794 | 0,02 | 639 | 3,40 | ||||
2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 0 | −100,00 | 0 | |||||
2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 1 771 | −0,11 | 236 | 3,06 | ||||
2025-08-14 | 13F | Amussen Hunsaker Associates Llc | 93 867 | 8,88 | 12 513 | 12,56 | ||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 2 683 539 | 13,28 | 357 743 | 17,10 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 457 031 | −0,00 | 60 927 | 3,37 | ||||
2025-07-30 | 13F | Darrow Company, Inc. | 49 189 | −2,00 | 6 557 | 1,31 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 21 734 | −16,00 | 2 897 | −13,16 | ||||
2025-08-06 | 13F | Summit Wealth Group, LLC | 5 261 | 0,00 | 1 | |||||
2025-08-11 | 13F | Vanguard Group Inc | 94 676 | 3,85 | 12 621 | 7,36 | ||||
2025-07-25 | 13F | Apollon Financial, LLC | 6 766 | 0,15 | 902 | 3,44 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 59 598 | 3,45 | 7 945 | 6,95 | ||||
2025-08-14 | 13F | UBS Group AG | 3 204 174 | 3,91 | 427 148 | 7,41 | ||||
2025-08-14 | 13F | UBS Group AG | Put | 200 | 0,00 | 27 | 4,00 | |||
2025-08-07 | 13F | LOM Asset Management Ltd | 7 520 | 1 | ||||||
2025-08-07 | 13F | Tilson Financial Group, Inc. | 59 657 | −0,65 | 8 | 0,00 | ||||
2025-07-30 | 13F | Silver Oak Wealth Advisors Services, Llc | 1 991 | 0,00 | 265 | 3,52 | ||||
2025-08-04 | 13F | Pinnacle Associates Ltd | 528 524 | 1,91 | 70 458 | 5,35 | ||||
2025-07-31 | 13F | Northstar Asset Management Llc | 37 370 | 0,78 | 4 982 | 4,18 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 1 699 | −7,31 | 226 | −4,24 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 163 330 | 9,32 | 22 311 | 21,11 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 9 600 | −93,43 | 1 272 | −93,18 | |||
2025-07-10 | 13F | Western Pacific Wealth Management, LP | 57 384 | 17,80 | 7 650 | 21,78 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 16 600 | 172,13 | 2 200 | 182,65 | |||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 28 598 | −2,43 | 3 812 | 0,87 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 8 559 | 22,83 | 1 134 | 27,70 | ||||
2025-08-14 | 13F | Sei Investments Co | 255 312 | 5,28 | 34 036 | 8,84 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 27 788 | −6,29 | 3 704 | −3,14 | ||||
2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 0 | −100,00 | 0 | |||||
2025-07-31 | 13F | Opus Capital Group, LLC | 211 958 | −1,80 | 28 | 3,70 | ||||
2025-08-07 | 13F | Delta Financial Advisors Llc | 26 942 | 0,00 | 3 592 | 3,37 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 3 547 | 0,00 | 473 | 3,28 | ||||
2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 18 516 | −10,59 | 2 468 | −7,57 | ||||
2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 1 598 | 0,50 | 213 | 4,95 | ||||
2025-07-29 | 13F | Interactive Financial Advisors | 12 845 | 0,70 | 1 712 | 4,07 | ||||
2025-07-09 | 13F | Bay Rivers Group | 3 943 | −6,59 | 526 | −3,49 | ||||
2025-08-08 | 13F | Condor Capital Management | 7 103 | 0,00 | 947 | 3,38 | ||||
2025-08-14 | 13F | Headinvest, Llc | 103 308 | −6,74 | 13 772 | −3,60 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 23 888 | −5,30 | 3 184 | −2,12 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 1 555 | 0,00 | 207 | 3,50 | ||||
2025-07-22 | 13F | Steele Capital Management, Inc. | 122 930 | 5,85 | 16 388 | 9,41 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 208 | −14,75 | 28 | −12,90 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 83 847 | 1,26 | 11 178 | 4,67 | ||||
2025-07-17 | 13F | Tritonpoint Wealth, Llc | 45 975 | 0,03 | 6 129 | 3,39 | ||||
2025-08-08 | 13F | Croban | 16 621 | −2,59 | 2 216 | 0,68 | ||||
2025-07-30 | 13F | Blume Capital Management, Inc. | 430 | 7,50 | 57 | 11,76 | ||||
2025-07-30 | 13F | Journey Advisory Group, LLC | 3 103 | 0,00 | 414 | 3,25 | ||||
2025-07-21 | 13F | Tower View Investment Management & Research LLC | 4 043 | −2,44 | 539 | 0,75 | ||||
2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 2 633 | 0,00 | 351 | 3,54 | ||||
2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
2025-07-07 | 13F | Park Edge Advisors, LLC | 2 925 | 0,00 | 390 | 3,18 | ||||
2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 15 067 | 4,84 | 2 009 | 8,36 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 3 150 | 1,61 | 420 | 5,01 | ||||
2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 2 209 | −0,09 | 285 | 0,71 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 17 165 | −0,30 | 2 288 | 3,06 | ||||
2025-06-24 | NP | Two Roads Shared Trust - Foundations Dynamic Value ETF | 19 094 | −32,81 | 2 375 | −36,85 | ||||
2025-07-16 | 13F | Ayalon Holdings Ltd. | 29 808 | 0,00 | 4 | 0,00 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 13 327 | −1,06 | 1 777 | 2,25 | ||||
2025-07-24 | 13F | Blair William & Co/il | 150 716 | 0,16 | 20 092 | 3,54 | ||||
2025-08-07 | 13F | Commerce Bank | 155 224 | −1,10 | 20 693 | 2,23 | ||||
2025-08-05 | 13F | Holistic Financial Partners | 2 183 | 291 | ||||||
2025-08-14 | 13F | CIBC Asset Management Inc | 2 735 | 8,66 | 365 | 12,35 | ||||
2025-07-22 | 13F | Keudell/Morrison Wealth Management | 150 324 | −3,20 | 20 040 | 0,07 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 1 765 | 0,68 | 235 | 3,98 | ||||
2025-08-07 | 13F | Fountainhead AM, LLC | 3 792 | −0,24 | 506 | 3,06 | ||||
2025-08-14 | 13F | Circle Wealth Management, LLC | 13 859 | −11,62 | 1 848 | −8,65 | ||||
2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 56 290 | −2,94 | 7 504 | 0,33 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 259 882 | 17,29 | 34 645 | 21,25 |