Grundläggande statistik
| Institutionella ägare | 651 total, 651 long only, 0 short only, 0 long/short - change of 9,36% MRQ |
| Genomsnittlig portföljallokering | 0.5592 % - change of −0,39% MRQ |
| Institutionella aktier (lång) | 59 850 246 (ex 13D/G) - change of 5,92MM shares 10,99% MRQ |
| Institutionellt värde (lång) | $ 4 448 260 USD ($1000) |
Institutionellt ägande och aktieägare
Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (US:VYMI) har 651 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 59,850,246 aktier. Största aktieägare inkluderar Morgan Stanley, Bank Of America Corp /de/, Orgel Wealth Management, LLC, Captrust Financial Advisors, Wells Fargo & Company/mn, Envestnet Asset Management Inc, Proficio Capital Partners LLC, Manufacturers Life Insurance Company, The, LPL Financial LLC, and Ameriprise Financial Inc .
Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF (NasdaqGM:VYMI) 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 85,29 / share. Previously, on September 16, 2024, the share price was 72,45 / share. This represents an increase of 17,72% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera
för att låsa upp premiumdata och exportera till Excel 
.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 094 | 0,00 | 88 | 8,75 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 7 829 | 0,08 | 627 | 8,85 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 207 226 | 13,12 | 16 601 | 22,97 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 736 504 | 12,19 | 59 000 | 21,95 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 887 | 23,19 | 71 | 33,96 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 129 985 | 10,58 | 10 413 | 20,21 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 2 079 | −0,29 | 167 | 8,50 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 6 517 | 5,15 | 522 | 14,47 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 5 410 | −3,77 | 433 | 4,59 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 5 780 | 3,51 | 463 | 12,65 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 9 673 | −7,05 | 775 | 1,04 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 4 544 | 364 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 635 | 125,83 | 131 | 145,28 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 169 725 | 3,65 | 13 597 | 12,68 | ||||
| 2025-07-23 | 13F | Equitable Trust Co | 131 262 | 0,76 | 10 515 | 9,53 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 6 400 | 146,15 | 513 | 168,06 | |||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6 199 | 0,10 | 497 | 8,77 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 11 982 | 262,21 | 960 | 294,65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 86 667 | 192,65 | 6 943 | 218,15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 668 490 | −2,80 | 54 | 6,00 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 163 | −30,64 | 13 | −23,53 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 4 000 | 0,00 | 320 | 8,84 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 663 | 4,53 | 133 | 13,68 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 2 781 | 223 | ||||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 2 602 | −37,56 | 208 | −32,25 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 3 643 | 0,52 | 292 | 8,99 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 75 027 | 6,66 | 6 010 | 15,96 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 602 | 20,64 | 48 | 33,33 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 79 669 | −0,50 | 6 382 | 8,17 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 74 698 | 16,51 | 6 | 25,00 | ||||
| 2025-05-14 | 13F | Murphy & Mullick Capital Management Corp | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 3 594 | 288 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 172 777 | 9,64 | 13 841 | 19,21 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 11 | 0,00 | 1 | |||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 1 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 849 339 | 9,15 | 68 041 | 18,66 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 1 831 | 0,00 | 147 | 8,96 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 5 178 | 24,14 | 416 | 35,50 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 61 984 | 6,70 | 4 966 | 16,00 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 15 252 | −0,20 | 1 222 | 8,44 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 48 270 | 39,75 | 3 867 | 51,91 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 68 065 | 0,26 | 5 453 | 9,00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 6 157 | 493 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 954 | 157 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 28 472 | 2,04 | 2 281 | 10,89 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 43 718 | 3 502 | ||||||
| 2025-07-31 | 13F | City State Bank | 670 | 0,00 | 54 | 8,16 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 70 889 | 1,60 | 5 679 | 10,45 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 1 932 | 155 | ||||||
| 2025-08-08 | 13F | Croban | 120 943 | −0,60 | 9 689 | 8,05 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 1 966 | 0,00 | 157 | 9,03 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co of South Dakota | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 407 600 | 20,60 | 32 653 | 31,11 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 95 739 | 10,87 | 7 698 | 20,98 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 6 070 | −7,62 | 486 | 0,41 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 4 144 | 2,98 | 332 | 11,82 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 700 | 0,00 | 56 | 9,80 | ||||
| 2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 9 214 | −3,59 | 738 | 4,83 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 393 | 0 | ||||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 5 629 | −6,60 | 451 | 1,35 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 6 254 | −99,12 | 501 | −99,04 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 97 655 | 70,35 | 7 823 | 85,20 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 212 045 | −3,92 | 16 987 | 4,45 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 6 247 | −4,86 | 500 | 3,52 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 30 522 | 275,66 | 2 447 | 309,20 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 7 568 | 11,28 | 604 | 20,08 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 951 | 0,00 | 76 | 8,57 | ||||
| 2025-08-14 | 13F | Wexford Capital Lp | 16 456 | 0,00 | 1 318 | 8,75 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 6 162 | 1,10 | 494 | 9,80 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 10 108 | 0,57 | 810 | 9,32 | ||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 178 | −3,78 | 14 | 7,69 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 11 536 | 0,00 | 924 | 8,71 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 158 110 | −48,96 | 13 | −45,45 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 13 041 | −2,91 | 1 045 | 5,56 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 34 259 | 18,54 | 2 744 | 28,89 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 45 640 | −0,59 | 4 | 0,00 | ||||
| 2025-08-29 | NP | AIIFX - Timber Point Alternative Income Fund Institutional Class Shares | 11 000 | 17,02 | 881 | 27,31 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 80 587 | 57,24 | 6 456 | 70,95 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 178 108 | −4,58 | 14 268 | 3,74 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 16 815 | −32,32 | 1 347 | −26,39 | ||||
| 2025-05-02 | 13F | First Command Advisory Services, Inc. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 7 048 | 0,00 | 565 | 8,67 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 50 203 | 0,34 | 4 022 | 9,06 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 35 118 | −21,49 | 2 813 | −14,65 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 3 950 | 0,00 | 316 | 8,22 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 107 829 | 3,76 | 8 638 | 12,81 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 576 | 1,41 | 0 | |||||
| 2025-08-11 | 13F | Vanguard Group Inc | 31 920 | 394,35 | 2 557 | 438,32 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14 047 | 0,05 | 1 125 | 8,80 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 204 | 1 469,23 | 16 | |||||
| 2025-07-22 | 13F | Legacy Trust | 3 500 | 280 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 220 024 | 36,47 | 17 626 | 48,37 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 350 | 0,00 | 28 | 12,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 26 | 4,00 | 2 | 100,00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 56 023 | 16,25 | 4 488 | 26,36 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 12 310 | 0,00 | 986 | 8,71 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 676 | −14,86 | 54 | −6,90 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 103 | 0,00 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 20 689 | −1,23 | 1 657 | 7,39 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 49 942 | −0,19 | 4 001 | 8,49 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 5 671 | 39,34 | 454 | 51,84 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 597 | −14,60 | 368 | −7,07 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 129 920 | 1,39 | 10 511 | 15,69 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 163 | 1,24 | 13 | 18,18 | ||||
| 2025-07-15 | 13F | Kentucky Trust Co | 795 | 0,00 | 64 | 8,62 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 80 | 0,00 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 4 382 | 351 | ||||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 45 765 | 16,60 | 3 666 | 26,76 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15 207 | −1,07 | 1 218 | 7,60 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 486 | 39 | ||||||
| 2025-07-30 | 13F | OMC Financial Services LTD | 21 180 | −0,24 | 1 697 | 8,44 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-01 | 13F | Focused Wealth Management, Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 3 897 | 20,43 | 312 | 31,09 | ||||
| 2025-08-04 | 13F | Syverson Strege & Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 5 559 | 445 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13 643 | 23,28 | 1 093 | 33,99 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 176 310 | 31,65 | 14 | 55,56 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 3 994 | 320 | ||||||
| 2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 16 370 | 0,00 | 1 206 | 8,55 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11 738 | 940 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 31 021 | 13,75 | 2 485 | 23,69 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 32 855 | 4,03 | 2 632 | 13,11 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 475 | −4,77 | 0 | |||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 6 756 | 9,46 | 541 | 19,16 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-12 | 13F | Greenwich Wealth Management LLC | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 272 521 | 8,96 | 22 | 16,67 | ||||
| 2025-07-22 | 13F | Bay Harbor Wealth Management, LLC | 623 | 0,00 | 50 | 8,89 | ||||
| 2025-07-29 | 13F | Roof Eidam & Maycock/adv | 11 025 | 0,00 | 883 | 8,74 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 6 727 | −7,38 | 539 | 0,56 | ||||
| 2025-05-12 | 13F | Capital Group Private Client Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 5 401 | 433 | ||||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 210 | −0,94 | 17 | 6,67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 10 456 | −5,56 | 1 | |||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 9 996 | 12,52 | 801 | 22,32 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 093 | 4,44 | 328 | 13,54 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 2 288 | −0,78 | 183 | 8,28 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 1 193 | 96 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8 426 | 7,09 | 675 | 30,31 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 151 | 0,00 | 12 | 9,09 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18 798 | −14,12 | 1 506 | −8,45 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 149 636 | −1,60 | 11 987 | 6,98 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 1 140 | 91 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 83 | 0,00 | 7 | 0,00 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 3 421 | 6,81 | 274 | 16,10 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 120 943 | 9 689 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 35 528 | 15,44 | 2 846 | 25,54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 773 | 39,47 | 1 584 | 51,72 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 2 577 | 206 | ||||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 10 374 | 831 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 4 756 | 0,00 | 381 | 8,86 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 3 377 | 1,20 | 271 | 10,20 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 110 | −12,00 | 9 | −11,11 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 701 | 70 000,00 | 56 | |||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 770 | 25,71 | 462 | 36,69 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 3 370 | 1,23 | 270 | 9,80 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 9 171 | 0,00 | 735 | 8,74 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 6 502 | 70,43 | 521 | 85,05 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 000 | −0,50 | 160 | 8,11 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 462 | 1,54 | 37 | 9,09 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 30 492 | 0,00 | 2 443 | 8,73 | ||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 4 238 | 0,00 | 340 | 8,65 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 221 | 258 | ||||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 24 | 0,00 | 2 | 0,00 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 31 749 | 1,63 | 2 543 | 10,61 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 5 533 | 0,76 | 443 | 9,65 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 6 510 | 442 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 1 348 | 1,66 | 108 | 10,31 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 245 | −46,39 | 20 | −42,42 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 5 470 | 18,02 | 438 | 28,45 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 129 708 | −9,65 | 10 391 | −1,79 | ||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 2 899 | −0,34 | 232 | 8,41 | ||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 0 | −100,00 | 0 | |||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 147 985 | −8,98 | 11 855 | −1,07 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 13 366 | 1 071 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 14 598 | −0,94 | 1 169 | 7,74 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 709 | −80,77 | 217 | −79,07 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 4 496 | 0,58 | 360 | 9,42 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1 450 | 116 | ||||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 2 865 | 230 | ||||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 4 777 | 383 | ||||||
| 2025-08-14 | 13F | Marathon Capital Management | 102 167 | 2 833,30 | 8 185 | 3 096,88 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 46 866 | 18,60 | 3 754 | 28,96 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 17 830 | 14,52 | 1 428 | 24,50 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 157 709 | 5,45 | 12 634 | 14,65 | ||||
| 2025-05-02 | 13F | Whittier Trust Co | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 135 239 | −2,13 | 10 834 | 6,39 | ||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10 518 | −0,93 | 843 | 7,67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 311 513 | −51,10 | 24 955 | −46,84 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 14 515 | −0,68 | 1 163 | 7,99 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 62 874 | 0,14 | 5 037 | 8,86 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 8 356 | 4,52 | 669 | 13,58 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 230 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 821 | −9,90 | 146 | −2,03 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 8 389 | −0,02 | 672 | 8,74 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 21 635 | −4,49 | 1 733 | 3,83 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 30 139 | 4,69 | 2 414 | 13,81 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 0 | −100,00 | 0 | |||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 653 | 0,62 | 52 | 10,64 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 6 283 | 31,75 | 503 | 43,30 | ||||
| 2025-06-06 | 13F | Blue Oak Capital, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-25 | 13F | TBH Global Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 8 170 | −1,99 | 655 | 6,51 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 738 | 0,00 | 59 | 9,26 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 575 | 0,00 | 46 | 9,52 | ||||
| 2025-08-12 | 13F | Camden National Bank | 11 215 | −1,15 | 898 | 7,42 | ||||
| 2025-05-06 | 13F | Greenwood Gearhart Inc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 3 515 | 10,64 | 282 | 20,09 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 6 989 | 0,00 | 560 | 8,54 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 4 561 | −0,65 | 365 | 7,99 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 90 654 | 0,26 | 7 262 | 9,01 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 113 353 | −0,02 | 9 081 | 8,69 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 33 240 | 5,29 | 2 663 | 9,82 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 233 | 18,27 | 0 | |||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 49 478 | 5,93 | 3 964 | 15,17 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 69 726 | 10,47 | 6 | 25,00 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 16 116 | 6,23 | 1 291 | 15,58 | ||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 4 134 | −2,08 | 331 | 6,43 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 152 | 0,00 | 12 | 9,09 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 299 | 11,98 | 264 | 21,66 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 629 960 | 20,37 | 130 575 | 30,74 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 761 | −7,27 | 301 | 1,01 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 3 149 | −29,41 | 252 | −23,17 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 210 | 0,00 | 17 | 6,67 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 3 370 | 59,19 | 270 | 73,55 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 17 784 | −0,12 | 1 425 | 8,54 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 74 002 | 12,03 | 5 928 | 21,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 182 | 0,00 | 15 | 7,69 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 427 | 6,57 | 114 | 16,33 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 5 320 788 | 11,90 | 426 248 | 21,65 | ||||
| 2025-07-29 | NP | MVFG - Monarch Volume Factor Global Unconstrained Index ETF | 48 474 | 3 835 | ||||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 28 281 | −6,16 | 2 266 | 2,03 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 117 217 | 5,26 | 9 483 | 15,55 | ||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 3 965 | 23,91 | 318 | 34,89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 33 713 | 12,98 | 2 701 | 22,84 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 19 693 | 18,76 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 16 | 0,00 | 1 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16 883 | 8,28 | 1 353 | 17,77 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 787 | 0,00 | 63 | 10,53 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 150 724 | 2,38 | 12 074 | 11,30 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 5 265 | 59,11 | 422 | 73,25 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 893 | 0,00 | 72 | 9,23 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 12 019 | 963 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 31 649 | 0,00 | 2 535 | 8,70 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 10 648 | −2,47 | 853 | 6,09 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | −100,00 | 0 | −100,00 | |||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 2 252 | 0,00 | 180 | 9,09 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 3 000 | 0,00 | 240 | 8,60 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 545 | 204 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 8 | 1 | ||||||
| 2025-07-23 | 13F | BankPlus Trust Department | 1 051 | 0,00 | 84 | 9,09 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 49 937 | 149,36 | 4 000 | 171,19 | ||||
| 2025-08-05 | 13F | Sebold Capital Management, Inc. | 2 566 | 206 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 31 361 | 22,21 | 2 512 | 32,91 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 414 | −3,50 | 33 | 6,45 | ||||
| 2025-08-13 | 13F | Mackenzie Financial Corp | 225 478 | 21,48 | 18 063 | 32,07 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 120 133 | 2,44 | 9 624 | 11,36 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 5 808 | 465 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 3 043 | −0,85 | 244 | 7,52 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 7 480 | 599 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 7 032 | −10,57 | 579 | −0,17 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 24 668 | −0,20 | 1 976 | 8,51 | ||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 10 538 | −2,54 | 844 | 6,03 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 341 | 0,00 | 27 | 8,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 25 978 | 10,31 | 2 081 | 19,94 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 371 801 | −11,16 | 29 785 | −3,42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 6 274 | 506 | ||||||
| 2025-04-17 | 13F | Brighton Jones Llc | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 106 904 | −22,60 | 8 564 | −15,86 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 22 885 | 4,45 | 1 833 | 13,57 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 8 400 | 0,00 | 673 | 8,74 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 7 148 | 0,00 | 573 | 8,75 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 13 696 | 6,38 | 1 097 | 15,72 | ||||
| 2025-08-14 | 13F | Fmr Llc | 28 369 | 43,32 | 2 273 | 55,83 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 621 | 0,00 | 210 | 8,29 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 38 234 | −10,64 | 3 063 | −2,86 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13 368 | 10,48 | 1 071 | 20,09 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 101 668 | 20,95 | 8 145 | 42,75 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 509 | 0 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 1 706 | 0,12 | 137 | 8,80 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 481 | 37,04 | 39 | 52,00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 478 945 | 6,90 | 38 368 | 16,22 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 4 330 | 0,00 | 347 | 8,46 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 3 345 | 4,34 | 268 | 13,14 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 461 | 0,00 | 0 | |||||
| 2025-07-29 | 13F | Unison Advisors LLC | 153 315 | −0,35 | 12 282 | 8,34 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 38 296 | 4,72 | 2 822 | 13,70 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 4 473 | 5,45 | 358 | 14,74 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 17 931 | 24,87 | 1 436 | 35,73 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 971 | −37,88 | 78 | −33,04 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 13 562 | −3,17 | 1 086 | 5,23 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 44 219 | 2,20 | 3 542 | 11,10 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 41 | −4,65 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 3 525 | 0,00 | 282 | 8,88 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 48 817 | 1,33 | 3 911 | 9,92 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 195 629 | 7,79 | 15 672 | 17,18 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 123 | 0,82 | 10 | 12,50 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 48 343 | 3 873 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 12 008 | 82,69 | 962 | 98,55 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 11 236 | 88,30 | 900 | 105,01 | ||||
| 2025-05-14 | 13F | Quadcap Wealth Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Ami Investment Management Inc | 2 521 | −7,96 | 202 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11 265 | 121,27 | 900 | 152,10 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 2 800 | 224 | ||||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 6 736 | 0,96 | 540 | 9,78 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 669 | 374 | ||||||
| 2025-04-10 | 13F | Bremer Bank National Association | 48 343 | 1 324,79 | 3 562 | 1 448,70 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 116 625 | 197,01 | 9 343 | 222,92 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 241 858 | −2,03 | 19 375 | 6,51 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 251 790 | −8,53 | 20 171 | −0,56 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 926 | 749,54 | 74 | 825,00 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 5 497 | 0,00 | 440 | 8,64 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 6 721 | 0,00 | 538 | 8,69 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 771 003 | 35 320,06 | 2 232 | 506,52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 211 347 | 30,16 | 96 709 | 40,44 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 144 311 | 2,69 | 11 561 | 11,64 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 7 138 | 572 | ||||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 160 | 0,00 | 13 | 9,09 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) Growth and Income Fund | 135 692 | −1,88 | 10 870 | 6,66 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 25 332 | −0,13 | 1 867 | 8,43 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6 154 | 0,44 | 493 | 9,09 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 806 | 0,00 | 65 | 8,47 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 127 526 | 3,41 | 10 216 | 12,42 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2 516 | 202 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 6 038 | 13,69 | 484 | 23,53 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 22 594 | 865,56 | 1 810 | 952,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 13 | 1 | ||||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 2 914 | 0,00 | 233 | 8,88 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 25 227 | 2 021 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36 170 | −0,03 | 2 887 | 7,84 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 6 000 | 0,00 | 481 | 8,60 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 12 108 | 26,19 | 970 | 37,20 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 72 509 | 7,80 | 6 | 25,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 527 | 42 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 41 892 | 8,13 | 3 356 | 17,55 | ||||
| 2025-08-08 | 13F | Creative Planning | 674 293 | 0,50 | 54 018 | 9,25 | ||||
| 2025-08-11 | 13F | Tidemark, LLC | 3 154 | −20,59 | 253 | −13,70 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 26 540 | −12,15 | 2 126 | −4,49 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 318 | 2,08 | 1 307 | 10,95 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 56 444 | 2,25 | 4 522 | 11,16 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 742 | 59 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 26 345 | 2 110 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 130 179 | 2 | ||||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 14 140 | 26,07 | 1 133 | 37,05 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 20 222 | 8,36 | 1 620 | 17,75 | ||||
| 2025-07-17 | 13F | SWS Partners | 4 041 | 0,15 | 324 | 8,75 | ||||
| 2025-08-05 | 13F | Access Investment Management LLC | 6 075 | 285,71 | 487 | 358,49 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 5 814 | −19,53 | 428 | −12,65 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 96 696 | 3,34 | 7 746 | 12,36 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 2 632 | 0,00 | 211 | 8,81 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 63 007 | 4,53 | 5 047 | 13,65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 294 867 | −6,57 | 23 754 | 1,65 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 44 362 | 5,13 | 3 554 | 14,28 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 3 324 | −6,50 | 266 | 1,92 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 44 483 | 14,04 | 3 564 | 23,97 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 139 631 | −8,18 | 11 186 | −0,19 | ||||
| 2025-07-16 | 13F | Formidable Asset Management, LLC | 10 427 | 0,00 | 768 | 0,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 103 719 | 195,36 | 8 309 | 221,14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 121 329 | 6,66 | 9 720 | 15,95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 48 | 2,13 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 16 612 | 416,38 | 1 331 | 510,09 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 25 897 | 3,41 | 2 075 | 12,41 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 66 021 | −1,67 | 5 289 | 6,91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 117 089 | −2,27 | 9 380 | 6,25 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 4 544 | 0,71 | 364 | 9,64 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 304 237 | −2,19 | 24 372 | 6,33 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 7 147 | 8,26 | 573 | 17,70 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 11 873 | 1,43 | 951 | 10,32 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 50 468 | 43,01 | 4 043 | 55,50 | ||||
| 2025-08-14 | 13F | Forest Hill Capital, LLC | 19 200 | 0,00 | 1 538 | 8,77 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 55 885 | 12,33 | 4 477 | 22,09 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 18 687 | 7,46 | 1 497 | 16,78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 327 | 27,34 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 648 569 | 11,93 | 132 067 | 21,68 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 364 | 0,09 | 0 | |||||
| 2025-07-15 | 13F | Sara-Bay Financial | 14 662 | 22,87 | 1 175 | 32,96 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 7 981 | 0,49 | 639 | 8,86 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 103 188 | 12,08 | 8 266 | 21,85 | ||||
| 2025-05-16 | 13F | Empowered Funds, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 2 525 860 | −2,06 | 202 347 | 6,47 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 300 | 1,35 | 24 | 14,29 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 7 818 | 2,98 | 626 | 11,99 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 254 693 | 10,67 | 100 512 | 20,31 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 24 045 | 0,41 | 2 | 0,00 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 2 639 | −14,82 | 211 | −7,46 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 6 047 | 0,00 | 484 | 8,76 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 3 282 | −3,84 | 263 | 4,38 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 301 | −4,26 | 264 | 3,94 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 87 543 | −1,25 | 7 013 | 7,36 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 154 330 | 5,09 | 12 363 | 14,25 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7 706 | −0,12 | 617 | 8,63 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 7 555 | 4,47 | 605 | 13,72 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 12 772 | 1,39 | 1 023 | 10,24 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 21 028 | 5,05 | 1 685 | 14,17 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 3 993 | −3,29 | 320 | 4,93 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 18 188 | −1,07 | 1 457 | 7,61 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 2 826 | 1,40 | 226 | 10,24 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 3 467 | 0,32 | 278 | 9,06 | ||||
| 2025-08-13 | 13F | Kuhn & Co Investment Counsel | 21 233 | 0,31 | 1 701 | 9,04 | ||||
| 2025-05-29 | NP | IMAYX - Ivy Apollo Multi-Asset Income Fund Class Y | 14 411 | −16,56 | 1 062 | −9,47 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 7 503 | −1,16 | 601 | 7,51 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 350 | 27,12 | 108 | 38,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11 867 | −16,35 | 951 | −9,09 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 5 849 | 469 | ||||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 249 878 | 6,96 | 20 018 | 16,28 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-21 | 13F | Phraction Management LLC | 4 640 | −30,80 | 372 | −24,90 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25 425 | 149,17 | 2 037 | 171,11 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 53 792 | −11,24 | 4 309 | −3,49 | ||||
| 2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 4 009 | 0,00 | 321 | 8,81 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5 864 | 9,63 | 470 | 19,04 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 3 023 | 1,37 | 242 | 10,50 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 400 | 60,00 | 32 | 77,78 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 3 816 | 306 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 3 514 | 0,00 | 282 | 8,91 | ||||
| 2025-08-13 | 13F | Dai-Ichi Life Insurance Company, Ltd | 27 939 | −21,38 | 2 238 | −14,51 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14 342 | 35,25 | 1 149 | 46,99 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 5 898 | −6,08 | 473 | 2,16 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 101 186 | 4,91 | 8 146 | 28,27 | ||||
| 2025-07-29 | 13F | Creekside Partners | 13 139 | 9,17 | 1 053 | 18,74 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 11 756 | 0,03 | 942 | 8,66 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 24 741 | −0,80 | 1 983 | 7,95 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 2 549 | 204 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 12 707 | −8,69 | 1 018 | −0,78 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 6 274 | 22,30 | 503 | 32,80 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 84 181 | −0,57 | 6 744 | 8,10 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34 568 | 29,60 | 2 792 | 41,46 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 3 548 | −3,17 | 284 | 5,19 | ||||
| 2025-07-22 | 13F | Rockingstone Advisors LLC | 19 115 | 1,87 | 1 531 | 10,78 | ||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 11 869 | 951 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 8 510 | 19,07 | 682 | 29,47 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 279 490 | −22,90 | 22 390 | −16,19 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 5 836 | −7,96 | 468 | 0,00 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 380 556 | 0,88 | 30 486 | 19,06 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5 080 | −18,94 | 407 | −11,93 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 426 | −18,23 | 34 | −10,53 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 43 756 | 11,57 | 3 505 | 21,32 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 210 | 175 | ||||||
| 2025-05-15 | 13F | Rise Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 14 665 | 18,73 | 1 175 | 28,59 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 1 319 | −4,07 | 106 | 3,96 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 41 042 | 7,56 | 3 288 | 16,93 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 2 886 | 231 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7 302 | −10,49 | 585 | −2,83 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 3 380 | 3,36 | 271 | 12,50 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 108 580 | 3,73 | 8 698 | 12,77 | ||||
| 2025-08-15 | 13F | Brooks, Moore & Associates, Inc. | 8 530 | 7,77 | 682 | 16,98 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | Objective Capital Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 52 348 | 3,52 | 4 194 | 12,53 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 241 | 19 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 121 | 0,00 | 10 | 12,50 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 2 660 | 213 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18 424 | −10,21 | 1 491 | −1,46 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 20 618 | −1,64 | 1 652 | 6,93 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 2 904 | 1,75 | 233 | 10,48 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 51 877 | 4 162 | ||||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 119 037 | 30,12 | 9 646 | 41,96 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 281 261 | 17,39 | 22 532 | 27,62 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 19 400 | 0,00 | 1 554 | 8,75 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 173 234 | −0,50 | 13 877 | 8,17 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 4 251 | 341 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 327 | −4,66 | 26 | 4,00 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 4 807 | 0,00 | 385 | 8,76 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 20 792 | 0,00 | 1 666 | 8,68 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 140 915 | 8,23 | 11 289 | 17,66 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 2 500 | 200 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 3 928 | 27,37 | 315 | 38,33 | ||||
| 2025-08-11 | 13F | Schiavi & Co LLC | 4 581 | 1,37 | 367 | 10,21 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 074 | 2,96 | 1 368 | 11,87 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 4 059 | 325 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 15 921 | 11,52 | 1 275 | 21,20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 411 662 | 5,14 | 32 978 | 14,30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17 198 | 32,20 | 1 378 | 43,74 | ||||
| 2025-08-08 | 13F | Allianz Se | 94 | 0,00 | 8 | 16,67 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 66 103 | 5,29 | 5 296 | 14,46 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 3 481 | 418,01 | 279 | 467,35 | ||||
| 2025-05-15 | 13F | OmniStar Financial Group, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 921 748 | 8,47 | 153 951 | 17,92 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 20 552 | 1,89 | 1 646 | 10,77 | ||||
| 2025-04-17 | 13F | Stewardship Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Alps Advisors Inc | 18 860 | 1 511 | ||||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 3 200 | 0,00 | 256 | 8,94 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 104 851 | −2,64 | 8 400 | 5,85 | ||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Sapient Capital Llc | 27 250 | −0,46 | 2 183 | 8,18 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 410 | 1,23 | 33 | 10,34 | ||||
| 2025-07-25 | 13F | Yousif Capital Management, Llc | 24 478 | 0,00 | 1 961 | 8,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1 905 093 | 9,11 | 152 612 | 18,62 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 6 628 | −3,48 | 531 | 4,74 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 14 820 | 0,00 | 1 187 | 8,70 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 207 580 | 0,02 | 16 629 | 8,74 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1 820 | 146 | ||||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 223 744 | 3,41 | 98 034 | 11,42 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 7 152 | 1,22 | 573 | 10,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 457 003 | 10,87 | 37 | 20,00 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 30 493 | 1,62 | 2 443 | 10,45 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 4 771 | −3,91 | 382 | 4,66 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 48 215 | 3,76 | 3 849 | 11,95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2 277 509 | 22,62 | 182 451 | 33,31 | ||||
| 2025-08-14 | 13F | Hara Capital LLC | 400 | −60,00 | 32 | −56,16 | ||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 4 864 | 11,46 | 390 | 21,18 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 7 206 | 577 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 220 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 350 | 28 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 37 591 | 1,78 | 3 011 | 10,66 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 675 | 0,00 | 50 | 8,89 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 2 746 | 220 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2 | 0 | ||||||
| 2025-07-14 | 13F | Mechanics Bank Trust Department | 37 160 | 85,80 | 2 977 | 102,04 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 165 985 | 4,12 | 13 378 | 13,88 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 40 016 | 0,33 | 2 949 | 8,90 | ||||
| 2025-07-24 | 13F | West Bancorporation Inc | 68 988 | 5 527 | ||||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 120 120 | 10,80 | 9 623 | 20,46 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 15 | 0,00 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 243 960 | 123,22 | 19 544 | 142,68 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 11 657 | 0,00 | 934 | 8,61 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 18 429 | 18,60 | 1 476 | 28,91 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 66 977 | 1,90 | 5 366 | 10,78 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 4 159 | 333 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 81 206 | 3,81 | 6 505 | 12,86 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 2 705 | 0 | ||||||
| 2025-07-14 | 13F | Friday Financial | 5 981 | 1,01 | 479 | 9,36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 5 352 | 6,91 | 429 | 16,30 | ||||
| 2025-05-02 | 13F | Mountain Hill Investment Partners Corp. | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 158 525 | −3,72 | 13 | 0,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 33 168 | 43,23 | 2 653 | 55,45 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 9 777 | −0,51 | 783 | 8,15 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4 742 | 17,14 | 380 | 27,18 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 6 397 | 513 | ||||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 25 920 | 0,00 | 1 910 | 8,58 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 11 213 | 11,84 | 898 | 21,68 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 14 496 | 1 161 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 9 547 | 24,16 | 765 | 34,98 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 42 960 | 9,76 | 3 442 | 19,31 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 8 813 | 706 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 905 | −34,47 | 72 | −28,71 | ||||
| 2025-07-31 | 13F | CNB Bank | 985 | 79 | ||||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 4 081 | 1,34 | 327 | 10,14 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 9 242 | 4 280,09 | 743 | 4 846,67 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 52 175 | −33,86 | 4 183 | −28,05 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 6 223 | 13,70 | 499 | 23,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 686 061 | 12,64 | 54 960 | 22,46 | ||||
| 2025-08-12 | 13F | one8zero8, LLC | 17 535 | 63,65 | 1 405 | 77,95 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 828 | −15,27 | 391 | −6,68 | ||||
| 2025-08-06 | 13F | Ipsen Advisor Group LLC | 6 550 | 1,22 | 525 | 10,08 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 154 096 | −0,76 | 12 345 | 7,88 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 11 131 | 1,38 | 892 | 10,14 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 945 | −3,70 | 236 | 4,44 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 48 562 | −2,70 | 3 890 | 5,79 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 47 072 | 8,13 | 3 771 | 17,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 532 014 | 14,50 | 363 060 | 24,48 | ||||
| 2025-08-12 | 13F | Kimelman & Baird, LLC | 694 | 0,00 | 56 | 7,84 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 253 | 1 481,25 | 20 | 1 900,00 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 8 025 | 0,00 | 643 | 8,63 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 503 | −3,82 | 0 | |||||
| 2025-07-03 | 13F | First Hawaiian Bank | 368 264 | −4,22 | 29 502 | 4,12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 97 891 | 7,16 | 7 842 | 16,51 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 2 500 | 200 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 198 | −92,27 | 16 | −92,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 291 441 | 23,32 | 23 212 | 33,25 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 49 | 4 | ||||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6 458 | 85,04 | 517 | 101,17 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 7 213 | 34,52 | 578 | 46,08 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 5 299 | 1,07 | 424 | 9,84 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 243 792 | 0,71 | 19 530 | 9,49 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 12 664 | 0,36 | 1 014 | 14,45 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 3 124 | 1,33 | 250 | 10,13 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 8 101 | −0,98 | 649 | 7,64 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 15 759 | 55,64 | 1 268 | 89,10 | ||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 3 294 | 264 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8 169 | 40,48 | 654 | 52,80 | ||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 4 614 | 0,00 | 370 | 8,53 | ||||
| 2025-07-10 | 13F | Burns J W & Co Inc/ny | 263 342 | 22,07 | 21 096 | 32,70 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 117 492 | 487,61 | 9 412 | 538,97 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 320 647 | 11,69 | 25 687 | 21,42 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 73 861 | 6,42 | 5 917 | 15,70 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 451 | −1,29 | 196 | 7,69 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 6 012 | 0,00 | 482 | 8,58 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 31 441 | 1,24 | 2 519 | 10,05 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 569 | 284,46 | 46 | 350,00 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 5 601 | −2,27 | 449 | 6,16 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 2 680 | 215 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 44 538 | −2,30 | 3 568 | 6,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 35 988 | 1,06 | 2 883 | 9,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 2 654 | 213 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 32 342 | −15,55 | 2 591 | −8,22 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 10 042 | 0,41 | 804 | 9,24 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 155 010 | −1,02 | 12 418 | 7,60 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 17 096 | 0,91 | 1 370 | 9,70 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 22 435 | 9,79 | 1 797 | 19,40 | ||||
| 2025-05-15 | 13F | Angeles Investment Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 21 520 | −17,06 | 1 724 | −2,10 | ||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 25 876 | 2 073 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 2 157 | 71,05 | 173 | 86,96 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 220 | 0,00 | 178 | 8,59 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 38 329 | 2 824 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 430 002 | 1,80 | 31 687 | 7,76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | BigSur Wealth Management LLC | 18 000 | 0,00 | 1 442 | 8,67 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 403 847 | 2,04 | 32 352 | 10,94 | ||||
| 2025-07-31 | 13F | GLOBALT Investments LLC / GA | 4 181 | −10,70 | 335 | −3,19 | ||||
| 2025-04-18 | 13F | Pacific Capital Wealth Advisors, Inc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 232 | 0,00 | 19 | 5,88 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 2 781 | 223 | ||||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 769 022 | 1,61 | 141 716 | 10,46 | ||||
| 2025-07-16 | 13F | Novem Group | 12 712 | −8,01 | 1 018 | 0,00 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 2 525 | 202 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 35 589 | 63,82 | 2 851 | 78,19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 9 142 | 54,27 | 732 | 67,89 | ||||
| 2025-07-15 | 13F | Maseco Llp | 24 832 | 1 990 | ||||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 2 882 | 0,00 | 231 | 8,49 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 8 188 | 0,09 | 1 | |||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2 700 | 216 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 302 461 | 13,20 | 104 340 | 23,06 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 37 030 | −0,36 | 2 966 | 8,33 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 226 906 | −2,63 | 18 177 | 5,85 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 211 | 0,00 | 17 | 6,67 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 4 700 | 0,00 | 377 | 8,67 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 2 750 | 0,00 | 220 | 8,91 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 12 554 | 0,05 | 1 006 | 8,77 | ||||
| 2025-04-11 | 13F | Principia Wealth Advisory, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 33 302 | −6,04 | 2 676 | 0,45 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 12 981 | 0,16 | 1 040 | 8,80 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 876 | −23,53 | 230 | −10,51 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 29 947 | 18,78 | 2 399 | 29,19 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 10 991 | 0,08 | 903 | 9,59 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 36 687 | 0,87 | 2 939 | 9,63 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 31 951 | 9 979,18 | 2 560 | 11 026,09 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 675 | 54 | ||||||
| 2025-08-14 | 13F | Macquarie Group Ltd | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 77 538 | −1,34 | 6 212 | 7,25 | ||||
| 2025-07-16 | 13F | LS Investment Advisors, LLC | 231 341 | 9,76 | 18 533 | 19,32 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 98 535 | 7 894 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 316 681 | −1,13 | 25 369 | 7,48 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 9 961 | 0,31 | 798 | 9,03 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 10 954 | 60,03 | 878 | 74,01 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 5 071 | 406 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7 808 | 4,68 | 625 | 13,84 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 514 455 | 23,66 | 41 213 | 34,44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 26 488 | 1,95 | 2 122 | 10,82 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 12 627 | 0,00 | 1 012 | 8,71 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 138 | 0 | ||||||
| 2025-05-14 | 13F | Per Stirling Capital Management, LLC. | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 7 289 | 584 | ||||||
| 2025-08-14 | 13F | First Citizens Asset Management, Inc. | 10 230 | −14,23 | 820 | −6,72 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 674 | 28,10 | 294 | 39,34 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Martin Worley Group | 27 901 | −0,40 | 2 235 | 8,28 | ||||
| 2025-08-01 | 13F | Motco | 28 287 | −6,14 | 2 262 | 1,89 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 145 616 | 3,33 | 11 665 | 12,33 | ||||
| 2025-07-29 | 13F | Ariston Services Group | 86 787 | 0,44 | 6 953 | 9,19 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77 151 | 102,14 | 6 181 | 119,77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 264 200 | 3,77 | 21 165 | 12,82 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 113 545 | −1,17 | 9 096 | 7,45 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 30 | 2 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 65 890 | 31,80 | 5 449 | 47,91 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 3 775 | 0,00 | 302 | 8,63 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 30 359 | 0,00 | 2 432 | 8,72 | ||||
| 2025-07-14 | 13F | Infinity Wealth Counsel, LLC | 9 104 | −0,10 | 729 | 8,64 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 11 341 | 8,70 | 909 | 18,23 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 687 | 215 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 106 | −54,89 | 8 | −52,94 | ||||
| 2025-05-12 | 13F | True North Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-15 | 13F | Kwmg, Llc | 202 435 | 0,06 | 16 217 | 8,78 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2 738 | 0,00 | 219 | 8,96 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 2 999 | −0,96 | 0 | |||||
| 2025-08-08 | 13F | Gts Securities Llc | 2 776 | −28,97 | 222 | −22,65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 161 371 | 14,21 | 13 | 20,00 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 15 029 | 27,52 | 1 204 | 38,59 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 19 329 | 0,00 | 1 424 | 8,54 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17 881 | 4,58 | 1 432 | 13,74 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 16 339 | 70,91 | 1 309 | 85,80 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 8 893 | 2,14 | 712 | 11,08 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 125 710 | 2,77 | 10 071 | 11,73 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 3 708 | −0,88 | 297 | 8,00 | ||||
| 2025-05-15 | 13F | TRUE Private Wealth Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 642 | −1,49 | 292 | 6,99 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7 013 | −7,49 | 562 | 0,54 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 97 389 | 8,56 | 7 802 | 18,02 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 43 | 0,00 | 0 | |||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 8 850 | −0,56 | 709 | 8,09 | ||||
| 2025-05-13 | 13F | Northern Trust Corp | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 80 | 6 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 3 833 | 0,47 | 307 | 9,25 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 34 726 | −1,61 | 2 782 | 6,96 | ||||
| 2025-07-15 | 13F | Gunma Bank,Ltd. | 0 | −100,00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 410 | 1,23 | 33 | 10,34 | ||||
| 2025-07-24 | 13F | Eastern Bank | 395 | 0,00 | 32 | 6,90 |
Other Listings
| MX:VYMI |
