Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Charlotte Funds - Vanguard Total International Bond ETF inkluderar Hamilton Point Investment Advisors, LLC, Financiere des Professionnels - Fonds d,investissement inc., Goldstein Advisors, LLC, Elevatus Welath Management, Stokes Family Office, LLC, CFS Investment Advisory Services, LLC, rebel Financial LLC, Tribridge Partners Financial LLC, Valpey Financial Services, LLC, Midwest Capital Advisors, LLC, ONE Advisory Partners, LLC, Beacon Financial Group, TSA Wealth Managment LLC, Scarborough Advisors, LLC, Bush Investment Group, Llc, Morningstar Investment Management LLC, McNaughton Wealth Management, LLC, Swp Financial Llc, Watershed Private Wealth Llc, och West Wealth Group, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 166 519 | 8 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 30 819 | 2,39 | 1 526 | 3,81 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 120 | 6 | ||||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 75 850 | 8,76 | 4 | 0,00 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 835 | 15,33 | 41 | 17,14 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 45 810 | 4,24 | 2 268 | 5,73 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 52 419 | 0,50 | 2 595 | 1,96 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 191 672 | 0,64 | 9 490 | 105 333,33 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1 421 | 70 | ||||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 28 603 475 | 0,00 | 28 704 | 0,07 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 777 344 | 38 486 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 79 791 | 364,58 | 3 950 | 371,36 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 40 885 | 10,55 | 2 024 | 12,13 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 29 151 | 3,17 | 1 443 | 4,64 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 5 406 | 268 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 114 886 | 12,15 | 5 688 | 13,72 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 36 726 | 0,77 | 1 818 | 2,19 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 14 510 | 718 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 33 931 | 2 | ||||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - Fonds d,investissement inc. | 508 000 | 25 151 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 47 324 | 55,83 | 2 343 | 58,10 | ||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 4 832 | 239 | ||||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 11 406 | 0,64 | 565 | 1,99 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 410 259 | 9,57 | 20 312 | 11,12 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 354 158 | 20,26 | 17 517 | 21,83 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 241 640 | 2,04 | 11 964 | 3,49 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 5 498 | 4,43 | 272 | 5,84 | ||||
| 2025-08-05 | 13F | RiverGlades Family Offices LLC | 60 820 | 12,60 | 3 011 | 14,18 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 8 628 | 427 | ||||||
| 2025-08-14 | 13F | Elevatus Welath Management | 193 427 | 9 577 | ||||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 474 856 | 3,10 | 24 | 4,55 | ||||
| 2025-08-06 | 13F | Summit Wealth Group, LLC | 297 240 | 1,47 | 15 | 0,00 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 29 654 | 5,37 | 1 462 | 6,48 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 15 387 | 10,36 | 762 | 11,91 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 52 500 | 2 599 | ||||||
| 2025-08-15 | 13F | Koesten, Hirschmann & Crabtree, INC. | 54 | 12,50 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Bear Mountain Capital, Inc. | 141 022 | 0,87 | 6 937 | 0,38 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 392 869 | 0,12 | 19 446 | 1,50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 101 636 | 35,50 | 5 032 | 37,45 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 22 612 | 4,19 | 1 120 | 5,67 | ||||
| 2025-08-12 | 13F | Bokf, Na | 103 387 | 1,56 | 5 119 | 3,00 | ||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 159 427 | 7 893 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 68 | 750,00 | 3 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 16 439 | 10,54 | 814 | 11,98 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 56 007 | 4,55 | 2 773 | 6,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 034 | 10,38 | 1 190 | 10,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 231 025 | 43,74 | 60 948 | 45,77 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 15 097 | 79,49 | 747 | 82,20 | ||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 532 534 | 61,19 | 26 334 | 61,03 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 5 316 | 1,96 | 263 | 3,54 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 4 110 | 203 | ||||||
| 2025-07-08 | 13F | Charis Legacy Partners, LLC | 32 270 | 2,63 | 1 598 | 4,04 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 7 401 | 0,01 | 366 | 1,39 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 16 715 | 21,96 | 828 | 23,62 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 312 881 | 8,90 | 15 491 | 10,44 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 20 110 | 0,00 | 996 | 1,43 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 11 100 | 2,99 | 550 | 4,37 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 86 989 | 6,39 | 4 307 | 7,89 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 14 539 | 156,28 | 720 | 160,51 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 1 203 898 | 235,24 | 59 352 | 240,01 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 94 819 | 4 694 | ||||||
| 2025-07-10 | 13F | Wedmont Private Capital | 529 679 | 3,02 | 26 103 | 3,82 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 232 895 | 4,05 | 11 531 | 5,52 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 123 | 204 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 91 686 | 4 539 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 730 679 | 5 693,98 | 36 176 | 5 782,11 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 441 039 | 9,96 | 21 836 | 11,51 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 719 342 | 2,74 | 35 615 | 4,19 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 25 924 | 54,15 | 1 283 | 56,27 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 363 | 18 | ||||||
| 2025-07-21 | 13F | Financial Architects, LLC | 288 555 | 1,55 | 14 286 | 2,98 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 170 680 | 4,55 | 8 450 | 6,02 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 105 | 5,00 | 5 | 25,00 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 8 637 | 28,20 | 428 | 30,18 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 12 442 | 20,41 | 616 | 22,22 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 3 419 | 1 020,98 | 169 | 1 107,14 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 6 221 | 148,15 | 308 | 152,46 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 989 643 | 2,04 | 48 997 | 3,48 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 1 222 395 | 12,72 | 60 521 | 14,31 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 26 240 | 5,73 | 1 299 | 7,27 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 4 580 | 4,11 | 227 | 5,61 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 8 709 | 62,03 | 431 | 64,50 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 91 622 | 7,51 | 4 536 | 9,04 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 516 297 | 6,53 | 25 562 | 8,03 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 38 936 | 67,83 | 1 928 | 70,23 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 424 200 | 13,06 | 21 | 16,67 | ||||
| 2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 60 264 | 644,09 | 2 942 | 641,06 | ||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 27 453 | 40,37 | 1 359 | 42,45 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 45 461 | 367,61 | 2 251 | 374,68 | ||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 25 882 | 0,65 | 1 281 | 2,07 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 16 353 | 10,65 | 806 | 11,79 | ||||
| 2025-07-10 | 13F | P/E Global LLC | 1 518 013 | 6,09 | 75 | 8,70 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 299 130 | 2,89 | 15 | 0,00 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 10 465 | 518 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 68 008 | 207,59 | 3 | 200,00 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 26 903 | 30,60 | 1 313 | 30,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 182 168 | 1,96 | 9 019 | 3,41 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 979 | 16,28 | 395 | 17,91 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 312 452 | 8,43 | 15 470 | 9,96 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 894 660 | 6,30 | 44 295 | 7,80 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 696 212 | 1,35 | 84 | 2,47 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 241 947 | 1,25 | 11 944 | 2,01 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 6 826 | 338 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 1 605 019 | 2,81 | 79 464 | 4,26 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 274 486 | 7,51 | 13 590 | 9,03 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 210 665 | 5,68 | 10 430 | 7,18 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 16 324 | 165,09 | 808 | 169,33 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16 182 | 124 376,92 | 801 | −5,21 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 44 849 | 2,20 | 2 220 | 3,64 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 10 938 | 11,20 | 542 | 12,71 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 34 502 | 35,73 | 1 708 | 37,74 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 66 612 | 3 298 | ||||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 99 068 | 6,64 | 4 905 | 8,14 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 5 289 | 262 | ||||||
| 2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 38 247 | 1 894 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 251 | 5,04 | 111 | 6,73 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 33 198 | 162,48 | 1 644 | 166,29 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 10 450 | 3,34 | 517 | 4,87 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 13 570 | 9,42 | 672 | 10,91 | ||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 12 812 | 18,75 | 634 | 20,53 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 12 447 | 4,73 | 615 | 5,13 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 109 726 | 1,50 | 5 433 | 2,94 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 36 371 | 1 801 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 5 808 | 16,98 | 288 | 18,60 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1 167 | 58 | ||||||
| 2025-07-14 | 13F | Conrad Siegel Investment Advisors, Inc. | 61 229 | 156,13 | 3 031 | 159,73 | ||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5 491 | 272 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 6 797 | 31,11 | 337 | 32,81 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 410 | 67,84 | 614 | 70,56 | ||||
| 2025-07-14 | 13F | Buttonwood Financial Group, LLC | 50 170 | 2 474 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 628 | 3,33 | 972 | 4,75 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 496 979 | 361,20 | 24 588 | 367,81 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 10 470 | 1,24 | 518 | 2,78 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 13 649 | 0,31 | 676 | 1,66 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 200 915 | 5,72 | 9 947 | 7,21 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 143 | 78,75 | 7 | 133,33 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 14 611 | 19,80 | 723 | 21,51 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 4 290 | 212 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 8 345 | 413 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 5 364 | 65,56 | 266 | 67,72 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 31 930 | 3,74 | 1 581 | 5,19 | ||||
| 2025-08-12 | 13F | Burk Holdings LLC | 45 193 | 7,47 | 2 238 | 8,96 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 8 529 | 99,51 | 422 | 102,88 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 384 | 137,04 | 19 | 171,43 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 4 181 | 207 | ||||||
| 2025-08-11 | 13F | Eq Llc | 12 626 | 625 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 517 783 | 0,42 | 75 | 2,74 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 144 029 | 22,34 | 7 131 | 24,06 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 4 627 | 229 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 1 027 | 51 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 10 709 | 11,56 | 530 | 13,25 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 27 433 | 0,24 | 1 358 | 1,19 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 5 467 | 271 | ||||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 367 | 18 | ||||||
| 2025-08-13 | 13F | Rinkey Investments | 267 625 | 2,10 | 13 250 | 3,54 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 96 655 | 2,46 | 4 785 | 3,91 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 49 335 | 7,69 | 2 443 | 9,21 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 12 110 | 600 | ||||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 917 482 | 5,88 | 45 425 | 7,37 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 2 571 741 | 36 224,03 | 127 327 | 36 806,09 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 1 533 | 75 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7 526 | 0,19 | 373 | 1,64 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 58 872 | 2,80 | 2 915 | 4,26 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 1 559 | 112,11 | 77 | 113,89 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 93 267 | 14,94 | 4 618 | 16,56 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 21 763 | 1 077 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 192 207 | 9 516 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 49 886 | 149,97 | 2 467 | 153,29 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 8 137 | 0 | ||||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 105 111 | 5 204 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 7 465 | 77,36 | 370 | 80,49 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 141 784 | 348,81 | 7 020 | 355,19 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 86 808 | 0,84 | 4 298 | 2,26 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 90 574 | 10,47 | 4 484 | 12,04 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 57 974 | 5,22 | 2 870 | 6,73 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 502 534 | 87,15 | 74 391 | 89,80 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 94 623 | 4 685 | ||||||
| 2025-08-14 | 13F | FIL Ltd | 373 312 | 10,59 | 18 483 | 12,15 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 173 445 | 90,86 | 8 587 | 93,58 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 901 | 34,16 | 342 | 35,86 | ||||
| 2025-08-25 | NP | GETFX - Morningstar Growth ETF Asset Allocation Portfolio Class I | 53 840 | 1,78 | 2 666 | 3,21 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 124 929 | 2,44 | 6 178 | 2,83 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 165 258 | 8,31 | 8 182 | 9,84 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 183 297 | 4,75 | 9 075 | 6,24 | ||||
| 2025-08-14 | 13F | Bank of Marin | 25 234 | 1 249 | ||||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 873 521 | 2,12 | 43 248 | 3,56 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 886 | 9,99 | 440 | 11,42 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 384 067 | 1,04 | 19 015 | 2,47 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 122 505 | 627,81 | 6 065 | 638,73 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1 784 939 | 35,12 | 88 372 | 37,03 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 12 | 1 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 4 423 | 218 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 24 113 | 253,05 | 1 194 | 258,26 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 4 596 | 228 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 200 339 | 213,48 | 9 919 | 217,88 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 13 060 | 34,29 | 647 | 36,29 | ||||
| 2025-04-25 | NP | QVOY - Q3 All-Season Active Rotation ETF | 12 617 | 625 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 202 434 | 17 381,35 | 10 023 | 17 796,43 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 88 621 | 4 388 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 6 | 20,00 | 0 | |||||
| 2025-08-12 | 13F | Camden National Bank | 158 070 | 10,63 | 7 826 | 12,20 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 246 | 52,80 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 447 972 | 138,34 | 121 199 | 141,08 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 16 008 | 4,16 | 793 | 5,60 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 26 480 | 69,96 | 1 311 | 72,50 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 21 | 1 | ||||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 151 757 | 1,38 | 7 513 | 2,82 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 262 614 | 6,06 | 13 002 | 7,56 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 69 168 144 | 9,16 | 3 424 514 | 10,70 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 547 | 0,74 | 27 | 3,85 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 7 497 | 1,43 | 371 | 3,06 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 1 048 041 | 0,10 | 51 889 | 1,51 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 55 339 | 10,00 | 2 734 | 11,59 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 81 069 | 4,71 | 4 014 | 6,19 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 7 128 | 6,52 | 353 | 7,98 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 118 578 | 0,11 | 5 871 | 1,52 | ||||
| 2025-07-30 | NP | APCB - ActivePassive Core Bond ETF | 1 652 207 | 6,42 | 81 702 | 6,32 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 10 192 | 505 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 127 827 | 6,75 | 6 288 | 7,32 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 23 050 | 2,28 | 1 141 | 3,73 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 9 055 | 32,21 | 448 | 34,13 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 15 837 | 3,38 | 784 | 4,95 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 54 322 | 1,55 | 2 689 | 2,99 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 11 516 | 21,53 | 570 | 23,38 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 80 469 | 1,05 | 3 984 | 2,50 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 27 400 | 1 357 | ||||||
| 2025-07-29 | 13F | Aspiriant, Llc | 18 413 | 912 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 5 131 | 19,21 | 254 | 20,95 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 56 949 | 2 820 | ||||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 400 | 20 | ||||||
| 2025-07-18 | 13F | Swp Financial Llc | 65 604 | 3 248 | ||||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 6 057 | 0,38 | 300 | 1,70 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 111 389 | 74,46 | 5 515 | 76,90 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 93 462 | 1,15 | 4 627 | 2,57 | ||||
| 2025-08-14 | 13F | Seneschal Advisors, LLC | 121 436 | 1,47 | 6 012 | 2,91 | ||||
| 2025-08-13 | 13F | PACK Private Wealth, LLC | 7 160 | 3,08 | 354 | 4,42 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 281 694 | 0,11 | 14 024 | 2,08 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 6 252 | 310 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 18 558 | 0,29 | 919 | 1,66 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 20 967 | 1 038 | ||||||
| 2025-07-24 | 13F | Brucke Financial, Inc. | 75 357 | 3,23 | 3 731 | 3,12 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 63 142 | 4,16 | 3 117 | 4,53 | ||||
| 2025-07-25 | 13F | Acorn Creek Capital Llc | 110 296 | 15,85 | 5 461 | 17,50 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 341 459 | 3,72 | 16 890 | 5,09 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 373 805 | 1,27 | 18 507 | 2,70 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 736 | 1,95 | 383 | 3,51 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 34 655 | 14,14 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 20 207 | 12,91 | 1 000 | 14,55 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 40 484 | 2 004 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 10 482 | 0,61 | 519 | 1,97 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 813 | 13,01 | 238 | 14,98 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 11 282 | 55,72 | 559 | 58,07 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 598 507 | 20,54 | 29 219 | 19,98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 163 319 | 97,13 | 8 086 | 99,93 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 337 | 215 | ||||||
| 2025-07-10 | 13F | Sumitomo Mitsui DS Asset Management Company, Ltd | 2 147 552 | 93,25 | 106 325 | 95,99 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 41 088 | 4,57 | 2 034 | 6,05 | ||||
| 2025-07-29 | 13F | Creekside Partners | 28 523 | 0,45 | 1 412 | 1,88 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 245 766 | 0,36 | 12 168 | 1,77 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 29 549 | 7,36 | 1 463 | 8,86 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 989 | 49 | ||||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 5 162 | 256 | ||||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 8 077 | 18 683,72 | 399 | 19 850,00 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 71 455 | 2,97 | 3 522 | 3,99 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 115 486 | 22,18 | 5 718 | 23,32 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 45 673 | 32,21 | 2 247 | 32,04 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 24 243 | 3,27 | 1 200 | 4,71 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 163 392 | 9,57 | 8 090 | 10,60 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 095 | 14,30 | 54 | 17,39 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 70 313 | 10,01 | 3 478 | 11,44 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 114 586 | 1 745,19 | 5 673 | 1 772,28 | ||||
| 2025-08-07 | 13F | Nwam Llc | 130 934 | 5,39 | 6 483 | 6,88 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 096 | 500 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 45 060 | 5,25 | 2 231 | 6,70 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 112 264 | 2,57 | 5 558 | 4,02 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 4 194 | 4,80 | 0 | |||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 153 160 | 6,40 | 7 583 | 7,90 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 23 681 | 3,65 | 1 172 | 5,11 | ||||
| 2025-07-28 | 13F | Morningstar Investment Management LLC | 81 366 | 4 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 12 026 | 1,61 | 595 | 3,12 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 14 882 | 34,08 | 737 | 36,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 561 114 | 2,72 | 27 781 | 4,17 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 13 269 | 665,22 | 657 | 680,95 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 94 101 | 278,25 | 4 659 | 283,69 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 4 943 | 1,21 | 245 | 2,52 | ||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 36 819 | 1 823 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 45 072 | 74,19 | 2 232 | 76,64 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 45 337 | 0,39 | 2 245 | 1,81 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 33 606 | 0,87 | 1 664 | 2,28 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 10 050 | 3,48 | 498 | 4,85 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26 149 010 | 6,86 | 1 294 638 | 8,37 | ||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 90 649 | 3,83 | 4 488 | 5,30 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 31 777 | 3,40 | 1 573 | 4,87 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 398 643 | 6,16 | 19 737 | 7,66 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 1 020 401 | 4,97 | 50 520 | 6,45 | ||||
| 2025-07-18 | 13F | Meritas Wealth Management, LLC | 22 653 | 4,89 | 1 122 | 6,36 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 147 478 | 18,29 | 7 302 | 19,96 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 191 140 | 64,33 | 9 463 | 66,66 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 147 756 | 7 315 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 216 808 | 10 734 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 964 | 11,57 | 47 | 11,90 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 4 782 | 237 | ||||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 10 356 | 4,56 | 513 | 6,00 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 45 623 | 1 077,98 | 2 259 | 1 094,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 10 140 088 | 8,92 | 502 036 | 10,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 891 902 | 3,91 | 192 688 | 5,38 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 361 313 | 3,36 | 17 889 | 4,82 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 635 447 | 7,36 | 31 | 6,90 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 23 825 | 181,39 | 1 180 | 165,54 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 647 | 75,82 | 32 | 88,24 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 15 893 | 0,65 | 787 | 2,08 | ||||
| 2025-08-14 | 13F | Fmr Llc | 37 966 | 55,27 | 1 880 | 57,50 | ||||
| 2025-08-13 | 13F | Northwest & Ethical Investments L.P. | 555 110 | 93,19 | 27 483 | 95,93 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
| 2025-08-14 | 13F | Note Advisors, LLC | 73 507 | 8,40 | 3 639 | 9,94 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 068 | 9,70 | 251 | 11,11 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 5 743 | 3,98 | 284 | 5,58 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 172 401 | 2,67 | 8 536 | 4,12 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 10 321 | 12,03 | 511 | 13,59 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 89 885 | 43,99 | 4 | 33,33 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 588 571 | 2,58 | 29 140 | 4,03 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 8 887 | 40,75 | 440 | 42,53 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 90 253 | 108,32 | 4 468 | 111,25 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 124 100 | 428,09 | 6 144 | 435,19 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 24 781 | 3,04 | 1 227 | 4,43 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7 253 882 | 36,85 | 359 140 | 38,78 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 147 788 | 2,70 | 7 317 | 4,14 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 985 436 | 53,07 | 48 789 | 55,23 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 6 138 | 26,45 | 304 | 28,39 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 29 347 | 3,48 | 1 453 | 4,91 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 26 896 | 1,85 | 1 332 | 3,26 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 390 092 | 0,71 | 19 044 | 0,24 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 235 286 | 2,38 | 11 649 | 3,83 | ||||
| 2025-07-24 | 13F | Certus Wealth Management, LLC | 29 989 | 1 485 | ||||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 54 141 | 13,24 | 2 681 | 14,82 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 7 921 | 5,28 | 392 | 6,81 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 1 107 322 | 1 173,11 | 54 824 | 1 191,17 | ||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 4 975 | 246 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 142 332 | 20,93 | 7 047 | 22,62 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 15 922 | 788 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 32 600 | 2,63 | 1 614 | 4,13 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 297 855 | 6,16 | 14 720 | 7,69 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 90 153 | 25,67 | 4 463 | 27,44 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 84 091 | 1,44 | 4 163 | 2,87 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85 600 | 3,87 | 4 238 | 5,32 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 9 524 | 11,30 | 472 | 12,41 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 681 | 3 554,35 | 83 | 4 050,00 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 120 894 | 1,09 | 5 985 | 2,52 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 21 402 | 2,85 | 1 060 | 4,33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 750 | 25,46 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 559 200 | 27 686 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 74 244 | 38,07 | 3 676 | 40,00 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 13 500 | 30,26 | 668 | 32,28 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 40 197 | 8,40 | 1 990 | 9,94 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 112 673 | 2,60 | 5 578 | 4,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 56 623 | 29,25 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 2 491 | 1,47 | 123 | 3,36 | ||||
| 2025-05-30 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 182 971 | 6,43 | 8 933 | 5,93 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 19 785 | 21,74 | 980 | 23,46 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 18 440 | 35,54 | 913 | 37,35 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 771 156 | 16,76 | 38 180 | 18,41 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 44 228 | 3,05 | 2 190 | 4,49 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 545 326 | 4,12 | 26 991 | 5,57 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 12 229 | 86,67 | 605 | 89,66 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 7 436 | 3,28 | 368 | 4,84 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 399 474 | 14,55 | 19 778 | 16,17 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 18 107 | 608,13 | 896 | 622,58 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 4 329 | 213 | ||||||
| 2025-07-28 | 13F | Innova Wealth Partners | 6 920 | 0,49 | 343 | 1,79 | ||||
| 2025-07-29 | 13F | Flagstone Financial Management | 395 760 | 8,24 | 19 594 | 9,78 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 143 689 | 7 114 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6 866 | 0,94 | 339 | 2,11 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 52 919 | 2 615 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 47 508 | 4,68 | 2 352 | 6,19 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 6 764 812 | 11,33 | 334 926 | 12,91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2 362 294 | 42,68 | 117 374 | 44,34 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 200 326 | 2,85 | 9 918 | 4,31 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 4 400 | 218 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 17 769 | 6,77 | 880 | 8,25 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 31 024 | 10,67 | 1 536 | 12,21 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3 653 | 236,99 | 181 | 239,62 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 110 766 | 2,87 | 5 484 | 4,34 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 17 488 | 0,44 | 866 | 1,76 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 66 557 | 3,52 | 3 295 | 4,97 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 181 187 | 5,57 | 8 971 | 7,07 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 83 245 | 4 121 | ||||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 9 200 | 456 | ||||||
| 2025-07-24 | NP | HTFNX - Horizon Tactical Fixed Income Fund Investor Class | 533 681 | 267,96 | 26 391 | 267,60 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 289 365 | 1,61 | 14 326 | 3,04 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 14 236 | 357,75 | 705 | 366,23 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 23 604 | 3,14 | 1 169 | 4,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8 134 348 | 3,08 | 402 730 | 4,54 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 52 872 | 226,98 | 2 618 | 231,69 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 9 118 | 451 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 5 334 | 3,41 | 264 | 5,18 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 21 950 | 357,10 | 1 087 | 364,10 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 152 532 | 16,26 | 7 552 | 17,89 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 52 331 | 192,99 | 2 591 | 197,36 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 151 | 906,67 | 7 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 31 200 | 194,34 | 1 545 | 198,65 | |||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 151 | 7 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 61 993 523 | 3,00 | 3 069 299 | 4,46 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 20 081 | 994 | ||||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 52 201 | 10,54 | 2 584 | 12,10 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 | 0 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 4 842 | 2,91 | 240 | 4,37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 654 539 | 4,50 | 32 406 | 5,98 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 355 025 | 11 213,73 | 17 577 | 11 388,24 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 10 145 | 4,21 | 502 | 5,68 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 14 410 | 137,36 | 1 | |||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 6 931 | 4,32 | 343 | 5,86 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 19 095 | 103,18 | 945 | 106,33 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 926 | 23 050,00 | 46 | |||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18 640 | 0,18 | 923 | 1,54 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 47 645 | 58,26 | 2 359 | 60,52 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 85 159 | 0,87 | 4 216 | 2,31 | ||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 5 666 | 26,64 | 281 | 28,44 | ||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 339 707 | 120,80 | 8 141 | 8,39 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18 450 | 34,07 | 913 | 36,07 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 6 026 | 0,13 | 298 | 1,71 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 9 938 | 56,28 | 492 | 59,74 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 381 715 | 10,55 | 18 899 | 11,59 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 95 363 | 7,10 | 4 721 | 8,60 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 0 | 0 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 16 845 | 0,62 | 834 | 1,96 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 17 654 | 10,53 | 874 | 12,20 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 34 550 | 1 711 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 611 633 | 2,19 | 30 282 | 3,63 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 7 739 | 11,51 | 383 | 13,31 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 5 000 | 248 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 207 905 | 10,76 | 10 293 | 12,30 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 314 450 | 207,40 | 15 564 | 211,70 | ||||
| 2025-07-15 | 13F | Fort Henry Capital, LLC | 17 819 | 1,99 | 882 | 3,52 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 343 917 | 4,20 | 363 597 | 5,67 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 8 482 | 13,97 | 420 | 15,43 | ||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 99 052 | 8,91 | 4 904 | 10,45 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 4 385 | 217 | ||||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 36 487 | 7,29 | 1 806 | 8,80 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 1 323 899 | 3,07 | 65 387 | 4,46 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 169 512 | 5,44 | 8 393 | 6,93 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 138 403 | 0,86 | 6 852 | 2,28 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 8 025 | 1,40 | 397 | 2,85 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 31 774 | 520,95 | 1 573 | 531,73 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 129 | 6 | ||||||
| 2025-08-07 | 13F | Vista Investment Partners Ii, Llc | 9 683 | 479 | ||||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 7 330 | 363 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 9 971 | 491 | ||||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 61 789 | 3 059 | ||||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 8 341 | 1,60 | 413 | 3,00 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 346 225 | 4,25 | 17 155 | 5,31 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 6 819 | 338 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 291 | 196,94 | 14 | 250,00 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 4 925 | 244 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 7 051 | 349 | ||||||
| 2025-07-15 | 13F | Gpwm Llc | 266 147 | 3,90 | 13 177 | 5,37 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 13 547 | 0,62 | 671 | 1,98 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 6 295 | 0,62 | 312 | 1,97 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 109 897 | 3,29 | 5 441 | 4,76 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 742 153 | 2,92 | 284 294 | 4,37 | ||||
| 2025-08-13 | 13F | Dynamic Wealth Strategies, LLC | 32 064 | 0,65 | 1 587 | 2,06 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 496 | 1,36 | 74 | 2,78 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 20 117 | 9,78 | 996 | 11,30 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 521 | 26 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 34 019 | 79,05 | 1 684 | 81,66 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 142 742 | 174,92 | 7 067 | 175,62 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 17 227 | 29,18 | 853 | 30,88 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 7 | 0 | ||||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 233 | 12 | ||||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 9 578 | 2,97 | 474 | 4,41 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 235 594 | 1 103,61 | 11 664 | 1 121,36 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4 727 291 | 4,50 | 234 048 | 5,97 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 212 473 | 10,71 | 10 520 | 12,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 126 881 852 | 0,90 | 6 281 920 | 2,33 | ||||
| 2025-08-14 | 13F | SWAN Capital LLC | 222 | 11 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 19 443 | 16,23 | 963 | 17,89 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12 401 | 15,59 | 614 | 17,21 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 514 193 | 6,69 | 223 498 | 8,20 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 42 520 | 7,16 | 2 105 | 8,67 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 159 | 8 | ||||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 444 | 22 | ||||||
| 2025-07-17 | 13F | Refined Wealth Management | 335 394 | 0,35 | 16 605 | 1,77 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 33 033 | 22,48 | 1 635 | 24,24 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 2 007 061 | 99 370 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 96 304 | 4 740 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 194 103 | 0,45 | 9 610 | 1,88 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 175 624 | 481,67 | 8 695 | 489,89 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 | 0 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 64 364 | 200,54 | 3 187 | 204,88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 1 862 622 | 120,06 | 92 218 | 123,17 | ||||
| 2025-07-29 | 13F | LMG Wealth Partners, LLC | 88 989 | 0,92 | 4 406 | 2,32 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 844 | 3,18 | 42 | 5,13 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 522 448 | 424,36 | 25 866 | 431,78 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 125 204 | 6 199 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 165 133 | 3,90 | 8 176 | 5,36 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 18 770 | 0,15 | 930 | 1,64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 104 552 | 10,21 | 5 176 | 11,77 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19 180 | 319,14 | 950 | 325,56 | ||||
| 2025-07-03 | 13F | McLean Asset Management Corp | 138 333 | 16,36 | 6 818 | 17,15 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 4 479 | 0,79 | 221 | 1,85 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 17 171 | 6,79 | 1 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 151 522 | 16,00 | 7 502 | 17,64 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 15 239 | 0,11 | 1 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 18 775 | 86,59 | 930 | 89,21 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 22 285 | 4,71 | 1 | 0,00 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 265 | 0,43 | 162 | 1,90 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 109 | 289,29 | 5 | 400,00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 18 241 | 2,30 | 900 | 3,45 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 5 206 | 0,64 | 257 | 0,78 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 32 109 | 4,96 | 1 590 | 6,43 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 119 093 | 0,02 | 5 896 | 1,43 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 26 733 | 5,03 | 1 324 | 6,52 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 458 440 | 366,62 | 22 697 | 373,25 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 609 721 | 9,32 | 30 187 | 10,86 | ||||
| 2025-08-13 | 13F | Fpc Investment Advisory, Inc. | 107 002 | 15,32 | 5 283 | 15,66 | ||||
| 2025-07-16 | 13F | Novem Group | 23 405 | 13,43 | 1 159 | 15,00 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 93 617 | 7,97 | 4 635 | 9,50 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 4 202 | 208 | ||||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 61 | 3 | ||||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 24 313 | 63,15 | 1 204 | 65,47 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 25 716 | 1 273 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 27 461 | 1 360 | ||||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 45 847 | 55,00 | 2 270 | 57,13 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 86 | 4 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 792 541 | 50,85 | 88 558 | 52,58 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 56 | 3 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 4 609 | 9,01 | 228 | 10,68 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 162 | 74,19 | 8 | 100,00 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 37 393 | 1,84 | 1 851 | 3,29 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 6 195 | 10,62 | 307 | 12,09 | ||||
| 2025-08-05 | 13F | Avant Financial Advisors LLC | 58 563 | 8,35 | 2 899 | 9,89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 242 242 270 | 5,09 | 11 993 415 | 6,57 | ||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 7 532 | 373 | ||||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 19 778 | 979 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park Diversified Income ETF | 25 924 | 54,15 | 1 283 | 56,27 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 657 216 | 1,54 | 32 539 | 2,98 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 15 533 | 769 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 253 | 18,78 | 13 | 20,00 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 93 509 | 14,58 | 4 630 | 16,19 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 16 884 | 37,27 | 836 | 39,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 882 | 44 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 486 | 24 | ||||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 849 | 4,67 | 438 | 6,31 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 22 | 1 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 28 879 | 45,84 | 1 | |||||
| 2025-07-29 | NP | BNDW - Vanguard Total World Bond ETF ETF Shares | 12 405 306 | 18,87 | 613 442 | 18,75 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10 740 | 532 | ||||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 7 762 | 0,50 | 384 | 1,86 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 303 | 15 | ||||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 36 743 | 2,39 | 1 819 | 3,88 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 26 449 | 312,88 | 1 280 | 309,94 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 25 | 19,05 | 1 | 0,00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 64 247 | 8,74 | 3 181 | 10,26 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 45 127 | 2,20 | 2 234 | 3,67 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 229 254 | 14,77 | 11 350 | 16,40 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 162 725 | 1,73 | 8 | 14,29 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 17 888 | 118,57 | 886 | 121,80 | ||||
| 2025-07-24 | NP | SPDAX - DWS Multi-Asset Conservative Allocation Fund Class A | 142 926 | 21,47 | 7 068 | 21,34 | ||||
| 2025-07-24 | 13F | Eastern Bank | 5 955 | 1 527,05 | 295 | 1 629,41 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 156 845 | 5,60 | 7 765 | 7,09 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 121 872 | 17,33 | 6 034 | 18,99 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 7 625 | 3,29 | 378 | 4,72 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 1 963 | 97 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 12 703 | 21,00 | 1 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 558 | 126 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 5 692 | 1,99 | 282 | 3,31 | ||||
| 2025-08-28 | NP | SSIZX - Sierra Tactical Core Income Fund Class A Shares | 1 331 100 | 677,97 | 65 903 | 680,27 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 76 984 | 8,21 | 3 811 | 9,73 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 28 077 | 1 390 | ||||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 5 546 | 0,54 | 275 | 1,86 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6 107 | 14,26 | 302 | 14,39 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 43 844 | 2 171 | ||||||
| 2025-08-14 | 13F | Sei Investments Co | 10 194 717 | 3,62 | 504 740 | 5,08 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 5 810 | 2,78 | 288 | 4,36 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 218 111 | 10,40 | 10 742 | 10,01 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 5 810 | 1,72 | 288 | 3,24 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 5 093 | 252 | ||||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 123 767 | 8,30 | 6 | 20,00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 12 419 | 615 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 201 360 | 5,67 | 9 969 | 7,17 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 50 124 | 2 482 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 9 188 | 3,54 | 455 | 4,85 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 7 743 | 383 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 796 712 | 14,42 | 39 445 | 16,04 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 16 494 | 66,07 | 817 | 68,60 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 7 055 | 349 | ||||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 7 522 | 53,60 | 372 | 55,65 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 332 773 | 4,46 | 16 474 | 5,92 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 88 410 | 7,32 | 4 377 | 8,85 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 56 | 3 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 94 018 | 6,25 | 3 539 | 9,91 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 5 046 | 1,94 | 250 | 3,32 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 131 341 | 7 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 711 434 | 22,79 | 35 223 | 24,53 | ||||
| 2025-07-23 | 13F | Hardy Reed LLC | 1 236 615 | 2,13 | 61 225 | 3,57 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 4 235 | 210 | ||||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 418 438 | 4,45 | 20 583 | 5,25 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87 179 | 42,63 | 4 316 | 44,69 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 6 121 | 303 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 80 485 | 4,82 | 3 953 | 4,66 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 7 996 | 0,03 | 396 | 1,28 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 13 | 1 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 208 411 | 3,17 | 10 318 | 4,62 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 1 163 511 | 88,99 | 58 | 90,00 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 2 063 311 | 2,45 | 102 154 | 3,90 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 1 252 | 0 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 384 | 0,52 | 19 | 5,56 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 27 644 | 0,77 | 1 369 | 2,17 | ||||
| 2025-07-15 | 13F | Five Pine Wealth Management | 59 188 | 9,10 | 2 946 | 11,22 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 19 257 | 78,27 | 953 | 80,83 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 12 048 | 25,85 | 596 | 27,62 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 443 873 | 2,71 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 16 894 | 836 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 26 340 | 1,67 | 1 286 | 1,18 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 48 765 | 4,86 | 2 414 | 6,34 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 10 420 | 8,23 | 515 | 9,57 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 384 | 137,04 | 19 | 171,43 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 6 642 | 1,58 | 329 | 2,82 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 486 359 | 7,32 | 23 939 | 7,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 641 442 | 0,14 | 131 | 1,56 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 426 946 | 1,58 | 21 138 | 3,02 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 135 | 7 | ||||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 537 292 | 0,02 | 26 601 | 1,43 |
