Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF inkluderar Precision Wealth Strategies, LLC, Sand Hill Global Advisors, LLC, Tribridge Partners Financial LLC, Financial Partners Group, LLC, Valpey Financial Services, LLC, Gladwyn Financial Advisors, Inc., Maseco Llp, Yukon Wealth Management, Inc., Summit Wealth Group Llc / Co, Integrity Alliance, Llc., Wellington Capital Management, Inc., Fund Evaluation Group, LLC, Physician Wealth Solutions Inc., Leo Wealth, LLC, BCS Private Wealth Management, Inc., Gts Securities Llc, AlphaCore Capital LLC, Midwest Trust Co, First International Bank of Israel Ltd., och Darden Wealth Group Inc .
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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Hancock Whitney Corp | 13 343 | 1,57 | 1 050 | 2,14 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 20 432 | 4,60 | 1 603 | 4,91 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 17 650 | 16,67 | 1 389 | 17,23 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 18 599 | 3,14 | 1 464 | 3,69 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 139 120 | 2,59 | 11 | 0,00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 65 509 | 5,25 | 5 156 | 5,81 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 4 875 | 4,79 | 382 | 5,25 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 918 429 | 1 747,98 | 72 280 | 1 759,05 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 753 | 36,91 | 59 | 37,21 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 6 304 | 23,00 | 496 | 23,69 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 7 402 | 7,20 | 583 | 7,78 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 578 | 45 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 847 680 | 4,23 | 66 712 | 4,79 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 3 249 | 13,13 | 256 | 13,84 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 497 | 39 | ||||||
| 2025-07-22 | 13F | Sage Investment Counsel LLC | 2 710 | 213 | ||||||
| 2025-08-12 | 13F | Tarbox Family Office, Inc. | 2 911 | 229 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 78 320 | 1,67 | 6 164 | 2,21 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 157 488 | 1,02 | 12 379 | 1,48 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 110 | 9 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 600 | 47 | ||||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 3 209 | 0,98 | 253 | 1,61 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 2 993 | 236 | ||||||
| 2025-07-25 | 13F | Presilium Private Wealth, Llc | 453 153 | 9,01 | 35 663 | 9,59 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 44 576 | 9,18 | 3 508 | 9,76 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 44 449 | 4,38 | 3 498 | 4,95 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 2 246 | 176 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 18 886 | 14,96 | 1 486 | 15,64 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 22 719 | 2,88 | 1 788 | 3,41 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 17 025 | 32,37 | 1 340 | 33,10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 378 | 30 | ||||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 5 499 | 3,44 | 433 | 3,85 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 52 884 | 11,18 | 4 162 | 11,76 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 5 688 | 448 | ||||||
| 2025-07-31 | 13F | City State Bank | 118 484 | 0,77 | 9 325 | 1,31 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 221 477 | 2,22 | 17 348 | 2,56 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 841 | 1,94 | 66 | 3,13 | ||||
| 2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 198 275 | 3,34 | 16 | 0,00 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 1 840 | 145 | ||||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 958 | 0 | ||||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 2 872 | 9,74 | 226 | 10,78 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 4 781 | 27,70 | 376 | 28,33 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 36 639 | 22,55 | 2 883 | 23,21 | ||||
| 2025-07-10 | 13F | Bath Savings Trust Co | 70 156 | 2,16 | 5 521 | 2,72 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 375 975 | 3,04 | 29 589 | 3,60 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 45 428 | 63,06 | 3 575 | 63,99 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 6 236 | 6,14 | 491 | 6,75 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 245 | 58,06 | 19 | 58,33 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 247 | 19 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7 018 | 552 | ||||||
| 2025-07-22 | 13F | Peoples Bank /oh | 2 685 | 211 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid Global Markets LLC | 97 900 | 10,87 | 7 705 | 11,46 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 178 103 | 35,23 | 14 017 | 35,96 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 13 895 | 0,50 | 1 094 | 1,02 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 3 632 | 286 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 9 314 | 122,61 | 733 | 124,16 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3 053 | 2,14 | 240 | 3,00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 37 644 | 2,05 | 2 963 | 2,60 | ||||
| 2025-08-12 | 13F | Bokf, Na | 26 031 | 46,64 | 2 049 | 47,44 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18 685 793 | 1,45 | 1 470 572 | 1,94 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 162 | 1,62 | 482 | 1,69 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 41 088 | 21,67 | 3 234 | 22,32 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 281 266 | 5,95 | 258 236 | 6,52 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 2 598 | 204 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 4 335 | 1,50 | 341 | 2,10 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 4 014 | 316 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 570 256 | 6,17 | 45 | 4,76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 38 775 | 0,35 | 3 052 | 2,21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 935 759 | 39,63 | 781 944 | 40,38 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 18 184 | 2,15 | 1 431 | 2,73 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 911 | 229 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 15 | 1 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 38 935 | 0,54 | 3 064 | 1,09 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 4 715 | 3,51 | 371 | 4,21 | ||||
| 2025-08-13 | 13F | MetLife Investment Management, LLC | 2 336 000 | 5,89 | 183 843 | 6,46 | ||||
| 2025-08-14 | 13F | Envision Financial Planning, LLC | 13 252 | 41,84 | 1 043 | 42,54 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 18 013 | 1 418 | ||||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 51 163 | 3,72 | 4 027 | 4,27 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 159 933 | 2,78 | 12 587 | 3,33 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 1 050 | 30,76 | 83 | 32,26 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 7 616 | 599 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 80 636 | 15,23 | 6 346 | 15,87 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 708 | 56 | ||||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 32 803 | 58,58 | 2 582 | 59,42 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 3 376 | 3,46 | 266 | 3,92 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 318 265 | 4,71 | 25 047 | 5,27 | ||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 5 114 | 0,95 | 402 | 1,52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 616 | 48 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 215 780 | 0,32 | 16 982 | 0,86 | ||||
| 2025-08-08 | 13F | Stephenson & Company, Inc. | 215 909 | 8,18 | 16 992 | 8,76 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 113 433 | 3,74 | 8 927 | 4,30 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 7 319 | 0,05 | 576 | 0,70 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 32 836 | 0,02 | 2 584 | 0,58 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 6 426 | 506 | ||||||
| 2025-07-21 | 13F | Trellis Wealth Advisors LLC | 173 003 | 1,32 | 13 615 | 1,86 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 37 206 | 2,37 | 2 928 | 2,95 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2 902 | 10,93 | 228 | 11,76 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 330 410 | 5,59 | 26 | 8,33 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 188 139 | 4,75 | 14 807 | 5,31 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 19 317 | 2,09 | 1 520 | 2,63 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 633 989 | 419,33 | 49 895 | 422,12 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 67 268 | 10,47 | 5 294 | 11,08 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 121 058 | 3,18 | 9 527 | 3,73 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 2 737 | 3,09 | 215 | 3,86 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 2 671 | 210 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 25 259 | 8,82 | 1 988 | 9,42 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 5 363 | 1,90 | 419 | 1,70 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 17 258 | 15,50 | 1 358 | 16,17 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 876 375 | 1,54 | 69 | 1,49 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 148 | 12 | ||||||
| 2025-07-24 | 13F | PDS Planning, Inc | 411 345 | 5,40 | 32 373 | 5,97 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 11 430 | 0,18 | 895 | |||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 97 909 | 0,43 | 7 705 | 0,97 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25 633 | 0,60 | 2 017 | 1,15 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 109 | 0 | ||||||
| 2025-08-25 | NP | BETFX - Morningstar Balanced ETF Asset Allocation Portfolio Class I | 123 967 | 0,22 | 9 756 | 0,76 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 44 195 | 3,23 | 3 478 | 3,79 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 57 627 | 0,32 | 4 535 | 0,87 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 586 | 39 550,00 | 125 | 463,64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 37 285 | 112,70 | 3 | 100,00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 7 638 | 5,41 | 601 | 5,81 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 17 113 | 2,61 | 1 347 | 3,14 | ||||
| 2025-07-08 | 13F | Hickory Point Bank & Trust | 9 300 | 1,09 | 732 | 1,53 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38 752 | 3,22 | 3 050 | 3,78 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 58 791 | 0,87 | 4 627 | 1,40 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 21 994 | 8,83 | 1 731 | 9,36 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 551 | 43 | ||||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 86 764 | 4,28 | 6 828 | 4,85 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 7 063 | 556 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 3 682 | 290 | ||||||
| 2025-07-23 | 13F | Ti-trust, Inc | 53 716 | 3,29 | 4 227 | 3,86 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 263 | 0,32 | 99 | 1,02 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 34 990 | 2,74 | 2 754 | 3,30 | ||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 10 899 | 16,27 | 858 | 16,92 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 4 733 | 0,49 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 826 927 | 1,83 | 65 | 3,17 | ||||
| 2025-07-31 | 13F | Prudent Man Advisors, LLC | 89 043 | 6,60 | 7 008 | 7,17 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 45 460 | 0,61 | 3 578 | 1,13 | ||||
| 2025-07-28 | 13F | Davidson Trust Co | 7 992 | 9,63 | 629 | 10,35 | ||||
| 2025-08-08 | 13F | Fiera Capital Corp | 10 320 | 1,10 | 812 | 1,63 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 12 589 | 1,50 | 990 | 2,06 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 146 615 | 4,11 | 11 539 | 4,67 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 25 829 | 3,53 | 2 033 | 4,05 | ||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 20 | 2 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 62 039 | 5 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 36 709 | 16,45 | 2 889 | 17,11 | ||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 23 582 | 0,27 | 1 856 | 0,82 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 215 915 | 1,55 | 16 993 | 2,10 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 4 420 | 3,17 | 348 | 3,58 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 5 357 | 4,47 | 422 | 4,99 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 184 060 | 1,68 | 14 486 | 2,22 | ||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 21 260 | 179,74 | 1 673 | 181,65 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 165 | 1,23 | 13 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 898 178 | 6,19 | 70 687 | 6,77 | ||||
| 2025-08-14 | 13F | TrueWealth Financial Partners | 2 653 | 209 | ||||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 14 284 | 1 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 17 774 | 63,45 | 1 399 | 64,28 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5 928 304 | 79,46 | 448 360 | 73,38 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 926 | 0,87 | 73 | 1,41 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 30 612 | 3,49 | 2 409 | 4,06 | ||||
| 2025-08-14 | 13F | First International Bank of Israel Ltd. | 4 154 | 327 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 126 745 | 66,70 | 9 975 | 67,60 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 6 553 | 61,13 | 516 | 61,95 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5 954 | 32,78 | 0 | |||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 65 556 | 5,79 | 5 159 | 6,37 | ||||
| 2025-07-23 | 13F | HTG Investment Advisors, Inc. | 203 554 | 3,78 | 16 020 | 4,34 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 5 945 | 3,36 | 468 | 3,78 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 3 227 | 254 | ||||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 14 734 | 3,97 | 1 160 | 4,51 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 171 356 | 0,11 | 13 486 | 0,64 | ||||
| 2025-07-18 | 13F | Brookmont Capital Management | 9 007 | 0,07 | 709 | 0,57 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 137 290 | 67,25 | 10 805 | 68,16 | ||||
| 2025-07-29 | 13F | TFC Financial Management | 104 533 | 0,26 | 8 227 | 0,80 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 532 617 | 3,16 | 41 693 | 4,51 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 880 | 148 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 2 582 | 2,62 | 203 | 3,57 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 183 816 | 62,60 | 14 466 | 63,48 | ||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 16 995 | 83,19 | 1 338 | 84,16 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 42 391 | 0,78 | 3 336 | 1,34 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 166 762 | 12,01 | 13 124 | 12,61 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 776 660 | 2,10 | 139 823 | 2,64 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 4 201 | 38,65 | 330 | 39,83 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 487 | 90,23 | 38 | 90,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 17 720 | 164,12 | 1 395 | 165,52 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 4 600 | 362 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 3 798 | 299 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 121 749 | 12,41 | 87 662 | 11,88 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 41 168 | 12,48 | 3 240 | 13,09 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 5 658 | 34,36 | 445 | 35,26 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 52 328 | 20,60 | 4 118 | 21,26 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 | 0 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 13 410 | 1,04 | 1 055 | 1,64 | ||||
| 2025-08-12 | 13F | Fidato Wealth LLC | 123 144 | 3,72 | 9 691 | 4,27 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 82 616 | 2,17 | 6 502 | 2,72 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 16 025 | 18,15 | 1 261 | 18,85 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 14 577 | 9,76 | 1 147 | 10,39 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 2 818 | 222 | ||||||
| 2025-08-12 | 13F | Choate Investment Advisors | 440 | 35 | ||||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 3 936 | 0,05 | 310 | 0,65 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 27 613 | 5,50 | 2 173 | 6,10 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 47 755 | 0,76 | 3 758 | 1,29 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 132 857 | 13,50 | 10 456 | 14,11 | ||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 4 461 | 0,95 | 351 | 1,74 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 702 335 | 10,91 | 55 274 | 11,51 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 1 704 | 0,53 | 134 | 1,52 | ||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 82 103 | 67,10 | 6 424 | 67,35 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 51 725 | 17,31 | 4 049 | 21,74 | ||||
| 2025-07-29 | NP | JLCGX - Multi-Index Lifestyle Conservative Portfolio Class 1 | 53 656 | 0,59 | 4 204 | 0,91 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 175 036 | 12,75 | 13 775 | 13,36 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 229 | 2,67 | 97 | 3,23 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 85 755 | 3,71 | 6 749 | 4,25 | ||||
| 2025-07-17 | 13F | Neumann Capital Management, LLC | 57 250 | 0,88 | 4 506 | 1,42 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 39 268 | 0,52 | 3 090 | 1,08 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 9 813 | 1 | ||||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 32 864 | 28,06 | 2 586 | 28,78 | ||||
| 2025-08-14 | 13F | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 215 | 1,81 | 332 | 2,16 | ||||
| 2025-08-18 | 13F | Hershey Financial Advisers, LLC | 33 430 | 45,13 | 2 631 | 47,84 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2 551 | 201 | ||||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 8 914 | 3,30 | 702 | 3,85 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 731 | 451 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5 583 | 2,95 | 439 | 3,54 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 160 843 | 3,92 | 12 658 | 4,48 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 6 761 | 532 | ||||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 85 215 | 0,01 | 6 671 | 1,32 | ||||
| 2025-07-21 | 13F | Sage Financial Management Group, Inc. | 271 146 | 49,36 | 21 | 50,00 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 22 001 | 7,06 | 1 731 | 7,65 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 35 826 | 0,45 | 2 820 | 1,00 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4 081 | 4,21 | 321 | 4,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 182 313 | 3,37 | 14 348 | 3,93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 375 726 | 20,67 | 29 412 | 22,25 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 660 | 0,99 | 524 | 1,55 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 108 282 | 23,33 | 8 522 | 24,00 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 5 949 | 6,79 | 466 | 6,88 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 760 | 60 | ||||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 552 759 | 9,64 | 43 502 | 10,23 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 153 399 | 5,00 | 12 073 | 5,56 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 25 561 | 1,32 | 2 012 | 1,87 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 648 142 | 7,72 | 51 | 8,51 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 49 250 | 2,78 | 3 876 | 3,33 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 965 681 | 1,44 | 233 399 | 1,99 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 805 | 25,40 | 1 008 | 26,03 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 30 | 3,45 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 467 | 6,46 | 0 | |||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 12 604 | 23,71 | 992 | 24,34 | ||||
| 2025-07-23 | 13F | Somnio Financial Group, LLC | 57 033 | 11,40 | 4 488 | 13,45 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 364 245 | 1,21 | 28 666 | 1,76 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 14 421 | 1,20 | 1 135 | 1,70 | ||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 7 124 | 15,41 | 561 | 16,42 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 2 235 | 28,82 | 176 | 29,63 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 432 | 14,11 | 349 | 14,47 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 73 262 | 13,72 | 5 766 | 14,34 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 1 170 018 | 0,12 | 92 080 | 0,65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 283 046 | 13,46 | 22 245 | 13,91 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 31 132 | 3,67 | 2 450 | 4,75 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 239 269 | 746,28 | 18 831 | 750,88 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 2 552 | 201 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 9 320 | 10,44 | 733 | 11,06 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 57 496 | 14,92 | 4 525 | 17,05 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 34 076 932 | 7,73 | 2 681 815 | 8,31 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 288 493 | 9,46 | 101 281 | 9,96 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 28 772 | 4,93 | 2 264 | 5,50 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 103 952 | 1,53 | 8 181 | 2,08 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 470 019 | 5,85 | 36 990 | 6,42 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 39 426 | 1,50 | 3 103 | 2,04 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 136 734 | 10 761 | ||||||
| 2025-07-30 | 13F | EnRich Financial Partners LLC | 3 637 | 10,21 | 286 | 10,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 65 989 | 5,47 | 5 193 | 6,04 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 11 883 | 0,46 | 935 | 0,97 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 769 451 | 1,92 | 60 556 | 2,47 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 267 000 | 2,77 | 21 013 | 3,32 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 58 260 | 6,54 | 4 585 | 7,03 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 26 | 2 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 20 047 | 5,62 | 1 578 | 6,20 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 33 526 | 8,57 | 2 638 | 9,14 | ||||
| 2025-07-18 | 13F | Wiser Wealth Management, Inc | 201 675 | 1,69 | 15 872 | 2,24 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 136 | 3,82 | 11 | 0,00 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 9 064 | 20,21 | 713 | 20,85 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 84 419 | 17,70 | 6 644 | 18,33 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 6 852 | 4,12 | 539 | 4,66 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 278 231 | 32,54 | 21 728 | 32,22 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 796 532 | 2,01 | 62 687 | 2,56 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 7 226 | 5,63 | 569 | 6,17 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 6 747 834 | 7,07 | 531 054 | 7,64 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 161 | 13 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 37 597 584 | 151,93 | 2 958 930 | 153,28 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 172 627 | 4,80 | 13 586 | 5,37 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 3 890 | 306 | ||||||
| 2025-07-22 | 13F | Accel Wealth Management | 2 563 | 0,20 | 202 | 0,50 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 24 193 | 1,22 | 1 904 | 1,82 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 45 268 | 6,08 | 3 563 | 6,65 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 15 722 | 11,42 | 1 237 | 12,05 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 448 864 | 3,87 | 35 326 | 4,43 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 535 | 0,38 | 42 | 2,44 | ||||
| 2025-07-18 | 13F | Columbia Asset Management | 32 637 | 2 569 | −1,65 | |||||
| 2025-07-15 | 13F | Tenon Financial LLC | 3 087 | 0,95 | 243 | 1,26 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 4 509 | 355 | ||||||
| 2025-07-14 | 13F | BetterWealth, LLC | 245 236 | 7,00 | 19 300 | 7,57 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 282 197 | 4,32 | 22 209 | 4,87 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 65 400 | 7 770,04 | 1 | −100,00 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 76 275 | 0,96 | 6 003 | 1,49 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 226 892 | 0,60 | 17 856 | 1,14 | ||||
| 2025-04-17 | 13F | Rs Crum Inc. | 957 801 | 2,23 | 74 977 | 3,57 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 3 658 | 32,06 | 287 | 32,41 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 1 400 | 110 | ||||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 17 732 | 3,42 | 1 396 | 3,95 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 5 607 | 0,29 | 441 | 0,92 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 3 242 | 2,27 | 255 | 2,82 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 38 650 | 0,92 | 3 042 | 1,47 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 101 239 | 13,16 | 7 968 | 13,77 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 340 227 | 3,42 | 26 776 | 3,97 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 2 908 | 0,97 | 229 | 1,33 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 233 383 | 0,19 | 18 367 | 0,73 | ||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 191 992 | 6,45 | 15 110 | 7,02 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 47 754 | 3,73 | 3 758 | 4,30 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 35 972 | 5,90 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 59 549 | 10,14 | 4 687 | 10,73 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 38 156 | 65,33 | 3 003 | 66,22 | ||||
| 2025-09-05 | 13F/A | Prospera Capital Management, LLC | 3 588 | 0,65 | 281 | 1,08 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 2 104 472 | 3,29 | 165 622 | 3,84 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 4 269 | 27,55 | 336 | 28,35 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 16 425 | 1,78 | 1 293 | 2,30 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 3 296 | −9,20 | ||||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 21 738 | 6,12 | 1 711 | 6,67 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 8 234 | 1,88 | 648 | 2,53 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 3 095 | 4,49 | 244 | 5,19 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 2 892 | 1,90 | 0 | |||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 66 793 | 24,01 | 5 250 | 24,56 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 25 136 | 32,95 | 1 978 | 33,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 165 659 | 14,34 | 13 037 | 14,95 | ||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 22 558 | 14,51 | 1 775 | 15,11 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 3 784 | 4,79 | 296 | 4,96 | ||||
| 2025-08-04 | 13F | Human Investing LLC | 405 079 | 3,45 | 31 869 | 3,97 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 27 500 | 2 164 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 598 569 | 35,49 | 47 107 | 36,21 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 28 824 | 0,86 | 2 268 | 1,39 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 29 084 | 1,83 | 2 289 | 2,37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 798 107 | 38,16 | 63 058 | 38,93 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 4 194 | 17,84 | 330 | 18,71 | ||||
| 2025-07-30 | 13F | Arbor Investment Advisors, LLC | 605 839 | 0,95 | 47 680 | 1,49 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 27 712 | 26,95 | 2 181 | 27,63 | ||||
| 2025-07-11 | 13F | Bell Bank | 14 538 | 1 144 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 141 716 | 3,42 | 11 153 | 3,98 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 9 778 | 3,50 | 770 | 4,48 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 415 788 | 18,44 | 32 722 | 19,07 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 100 955 | 0,99 | 7 945 | 1,55 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 16 070 | 1,55 | 1 265 | 2,10 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 14 026 | 0,19 | 1 104 | 0,73 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 470 | 1,08 | 37 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 238 225 | 865,61 | 18 748 | 870,90 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 9 668 | 761 | ||||||
| 2025-07-16 | 13F | Jentner Corp | 722 651 | 2,26 | 56 873 | 2,81 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 913 931 | 1,38 | 71 926 | 1,92 | ||||
| 2025-07-23 | 13F | Massachusetts Wealth Management | 28 927 | 1,97 | 2 277 | 2,52 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 65 924 | 9,27 | 5 188 | 9,87 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 108 168 | 5,56 | 8 513 | 6,12 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 890 827 | 132,53 | 70 108 | 133,78 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 289 | 23 | ||||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 198 344 | 0,73 | 15 610 | 1,27 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 29 199 | 0,15 | 2 298 | 0,66 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 29 966 | 4,79 | 2 358 | 5,36 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 349 842 | 1,46 | 27 533 | 2,00 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 2 704 | 213 | ||||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 45 | 4 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 150 | 12 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10 174 | 8,10 | 801 | 8,70 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 71 224 | 16,93 | 5 605 | 17,55 | ||||
| 2025-07-25 | 13F | McNamara Financial Services, Inc. | 2 754 | 2,76 | 217 | 3,35 | ||||
| 2025-07-22 | 13F | Windward Private Wealth Management Inc. | 791 535 | 2,49 | 62 294 | 3,04 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 4 322 | 340 | ||||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 6 485 | 8,37 | 510 | 8,97 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 76 603 | 15,11 | 6 029 | 15,72 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 61 992 | 2,31 | 4 879 | 2,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 54 699 168 | 1,58 | 4 304 825 | 2,13 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 32 922 | 63,77 | 2 591 | 64,65 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 7 302 | 18,14 | 575 | 18,84 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5 383 445 | 6,92 | 423 677 | 7,49 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 310 934 | 8,58 | 103 171 | 9,17 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 13 196 | 9,28 | 1 039 | 9,84 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9 143 | 0,94 | 720 | 1,41 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 63 065 | 21,06 | 4 963 | 21,73 | ||||
| 2025-08-05 | 13F | Gibraltar Capital Management, Inc. | 7 155 | 11,71 | 563 | 12,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 364 | 0,55 | 28 | 3,70 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 215 481 | 944,20 | 16 958 | 950,03 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 64 303 | 5 061 | ||||||
| 2025-07-31 | 13F | United Community Bank | 356 | 28 | ||||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 8 315 | 42,99 | 654 | 43,74 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 4 637 | 10,12 | 363 | 10,03 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 39 483 | 3 107 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1 667 | 366,95 | 131 | 385,19 | ||||
| 2025-07-22 | 13F | Safir Wealth Advisors, LLC | 191 156 | 1,82 | 15 044 | 2,37 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 127 945 | 0,54 | 246 | 1,23 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 12 249 | 5,97 | 964 | 6,64 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 68 115 | 0,29 | 5 361 | 0,83 | ||||
| 2025-08-08 | 13F | VERITY Wealth Advisors | 14 904 | 1,57 | 1 173 | 2,09 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 190 153 | 0,02 | 14 965 | 0,56 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 11 338 | 26,08 | 892 | 26,70 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 9 592 | 3,03 | 755 | 3,57 | ||||
| 2025-08-26 | 13F | Zeit Capital LLC | 123 327 | 1,04 | 9 706 | 1,50 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 12 801 | 5,90 | 1 007 | 6,45 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 309 | 24 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 150 794 | 5,15 | 11 867 | 5,72 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 17 964 | 0,05 | 1 414 | 0,57 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 92 810 | 236,09 | 7 304 | 237,99 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 131 493 | 3,96 | 10 348 | 4,51 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 34 167 | 3,54 | 2 689 | 4,07 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 39 | 3 | ||||||
| 2025-08-11 | 13F | Adaptive Financial Consulting, LLC | 137 660 | 1,04 | 10 834 | 1,58 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 304 067 | 7,31 | 23 930 | 8,12 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 413 497 | 4,97 | 32 542 | 5,53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 392 738 | 4,53 | 30 909 | 5,09 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 5 811 | 0,02 | 457 | 0,66 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 68 868 | 2,97 | 5 420 | 3,51 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 10 563 | 0,02 | 831 | 0,61 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 18 101 201 | 4,63 | 1 424 564 | 5,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 604 203 | 2,77 | 204 951 | 3,32 | ||||
| 2025-07-24 | 13F | Invictus Private Wealth, Llc | 2 789 | 219 | ||||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 151 503 | 0,61 | 11 923 | 1,15 | ||||
| 2025-08-08 | 13F | Truepoint, Inc. | 6 415 794 | 1,23 | 504 923 | 1,77 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 30 418 | 14,17 | 2 394 | 14,77 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 4 004 | 54,83 | 315 | 56,72 | ||||
| 2025-08-13 | 13F | Saiph Capital, LLC | 6 126 | 68,81 | 482 | 69,72 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 3 291 | 2,81 | 259 | 3,60 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 164 105 | 6,81 | 12 912 | 7,38 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 4 419 | 2,22 | 348 | 2,66 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 3 684 | 0,38 | 290 | 0,70 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 266 | 21 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3 366 | 0,15 | 265 | 0,38 | ||||
| 2025-07-23 | 13F | Arcataur Capital Management LLC | 79 796 | 2,27 | 6 280 | 2,82 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 8 819 | 14,76 | 694 | 15,47 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 17 | 466,67 | 1 | |||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 4 405 | 5,74 | 347 | 6,13 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 862 306 | 0,71 | 67 863 | 1,25 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 709 937 | 2,26 | 55 872 | 2,81 | ||||
| 2025-08-14 | 13F | Legacy Advisory Services, LLC | 5 586 | 0,98 | 440 | 1,39 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 2 566 | 202 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 403 260 | 483,74 | 31 737 | 486,94 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 26 633 | 107,07 | 2 096 | 108,35 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 5 916 | 445,76 | 466 | 453,57 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 19 568 | 60,66 | 1 540 | 61,59 | ||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 63 428 | 8,51 | 4 992 | 9,09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 87 667 | 164,35 | 6 899 | 165,76 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 14 537 | 0,01 | 1 144 | 0,62 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 40 322 | 47,07 | 3 173 | 47,86 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 5 074 | 37,51 | 399 | 38,54 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 45 753 | 1 335,61 | 3 601 | 1 345,78 | ||||
| 2025-07-11 | 13F | Physician Wealth Solutions Inc. | 9 245 | 728 | ||||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 8 921 | 31,13 | 698 | 31,20 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 679 972 | 5,55 | 53 514 | 6,11 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 899 521 | 3,99 | 149 492 | 4,55 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 10 941 | 16,29 | 861 | 16,98 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 42 100 | 19,04 | 3 313 | 19,69 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 4 266 | 336 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 149 097 | 4,75 | 11 686 | 4,89 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 12 653 | 20,20 | 996 | 20,75 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 5 362 | −2,88 | ||||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 14 261 | 19,05 | 1 122 | 19,74 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 495 778 | 0,28 | 196 418 | 0,82 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 36 647 | 0,47 | 2 884 | 1,02 | ||||
| 2025-07-15 | 13F | Brewster Financial Planning LLC | 218 902 | 5,39 | 17 228 | 5,95 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 10 951 | 25,67 | 862 | 26,25 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 5 676 | 5,66 | 447 | 6,19 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 2 912 | 229 | ||||||
| 2025-08-14 | 13F/A | Bank Julius Baer & Co. Ltd, Zurich | 6 900 | 13,02 | 543 | 0,56 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 708 | 0 | ||||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 8 723 | 7,64 | 1 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 552 861 | 13,88 | 43 510 | 14,49 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 11 173 | 0,24 | 880 | 0,80 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 57 299 | 4 509 | ||||||
| 2025-08-11 | 13F | Seizert Capital Partners, Llc | 5 831 | 0,92 | 459 | 1,33 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 8 491 | 2,80 | 668 | 3,41 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 12 248 | 6,91 | 964 | 7,48 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 171 877 | 9,07 | 13 527 | 9,66 | ||||
| 2025-08-07 | 13F | Cumberland Advisors Inc | 9 650 | 4,21 | 759 | 4,83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 42 803 | 29,52 | 3 369 | 30,24 | ||||
| 2025-09-03 | 13F | American Trust | 4 923 | 387 | ||||||
| 2025-08-07 | 13F | Wealth Forward, LLC | 139 294 | 0,56 | 10 962 | 1,11 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 13 483 | 114,49 | 1 061 | 118,76 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 50 | 4 | ||||||
| 2025-08-14 | 13F | Sentinus, LLC | 3 415 | 31,04 | 269 | 32,02 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 25 257 | 1,07 | 1 974 | 2,07 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 93 | 1,09 | 0 | |||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28 155 | 5,33 | 2 216 | 5,88 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 59 682 | 37,73 | 4 697 | 38,47 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 979 | 707 | ||||||
| 2025-07-24 | 13F | Thompson Investment Management, Inc. | 20 941 | 12,45 | 1 648 | 13,11 | ||||
| 2025-07-31 | 13F | Hoge Financial Services, Llc | 3 432 | 270 | ||||||
| 2025-07-14 | 13F | Foster Group, Inc. | 39 459 | 2,25 | 3 105 | 2,81 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 426 | 0,47 | 34 | 0,00 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 880 583 | 5,80 | 69 302 | 6,36 | ||||
| 2025-08-05 | 13F | Allodium Investment Consultants, LLC | 20 999 | 1,41 | 1 653 | 1,98 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 46 979 | 16,74 | 3 697 | 17,37 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 65 256 | 14,71 | 5 136 | 15,32 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12 913 | 0,02 | 1 011 | 1,30 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 414 161 | 3,80 | 111 295 | 4,36 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 10 103 | 19,43 | 795 | 20,09 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 3 | 0,00 | ||||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 581 | 1,04 | 46 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1 483 | 26,75 | 115 | 25,27 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 16 096 | 0,02 | 1 267 | 0,56 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 6 125 | 0,66 | 0 | |||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 428 | 20,90 | 34 | 22,22 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 102 | 32,70 | 165 | 33,33 | ||||
| 2025-07-18 | 13F | Benchmark Wealth Management, LLC | 25 455 | 22,59 | 2 003 | 23,26 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 362 | 28 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 1 408 807 | 4,33 | 110 873 | 4,89 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 183 891 | 8,10 | 14 472 | 8,68 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 42 408 | 3 338 | ||||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 33 655 | 26,82 | 2 649 | 27,49 | ||||
| 2025-08-14 | 13F | Granite FO LLC | 2 628 | 0,34 | 207 | 0,49 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 70 199 | 1,73 | 5 525 | 2,28 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 32 198 341 | 58,23 | 2 534 010 | 59,08 | ||||
| 2025-07-31 | 13F | Fedenia Advisers LLC | 40 460 | 0,83 | 3 184 | 1,37 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 2 487 | 2,01 | 196 | 2,63 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 176 710 | 9,81 | 92 641 | 10,40 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 15 655 | 18,99 | 1 232 | 19,73 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13 842 | 2,79 | 1 089 | 3,32 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 3 402 | 0,32 | 268 | 0,75 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 10 812 | 6,82 | 851 | 7,32 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 58 073 | 4 570 | ||||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 2 746 | 0,11 | 216 | 0,93 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 704 | 55 | ||||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23 360 | 19,68 | 1 838 | 20,29 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF | 67 978 | 26,93 | 5 327 | 27,32 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 22 874 | 1,48 | 1 791 | 2,81 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 218 136 | 20,91 | 17 167 | 21,56 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 31 873 | 10,19 | 2 508 | 10,78 | ||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 358 884 | 5,09 | 28 208 | 5,58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 45 386 | 0,25 | 3 572 | 0,79 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 16 | 1 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 183 | 1,67 | 14 | 0,00 | ||||
| 2025-08-11 | 13F | Parr Mcknight Wealth Management Group, Llc | 73 844 | 16,07 | 5 812 | 16,69 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 812 600 | 60,23 | 142 652 | 61,09 | ||||
| 2025-08-04 | 13F | Twin City Private Wealth, Llc | 4 379 | 0,18 | 345 | 0,58 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 3 810 | 5,72 | 300 | 6,03 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 29 034 | 0,96 | 2 285 | 1,47 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 434 542 | 46,58 | 34 198 | 47,37 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 9 | 1 | ||||||
| 2025-08-14 | 13F | Headinvest, Llc | 129 008 | 0,50 | 10 153 | 1,04 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 3 545 | 279 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 2 763 | 0,04 | 217 | 1,88 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 10 677 | 22,50 | 1 | |||||
| 2025-07-15 | 13F | Maseco Llp | 40 653 | 3 199 | ||||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 3 041 | 0,03 | 239 | 0,84 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 6 023 | 0,10 | 474 | 0,64 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 54 423 | 4 283 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 370 090 | 7,96 | 29 126 | 8,54 | ||||
| 2025-07-17 | 13F | Greenbush Financial Group, LLC | 13 417 | 17,34 | 1 056 | 17,88 | ||||
| 2025-07-28 | 13F | Harbour Trust & Investment Management Co | 69 450 | 2,55 | 5 466 | 3,09 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 7 415 | 0,24 | 584 | 0,69 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 458 | 1 137,84 | 36 | 1 700,00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 263 658 | 1,84 | 20 750 | 2,38 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 2 547 | 200 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 9 102 | 0,73 | 716 | 1,27 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 65 | 5 | ||||||
| 2025-07-07 | 13F | Good Steward Wealth Advisors,LLC | 21 573 | 21,49 | 1 698 | 22,09 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 7 358 | 13,74 | 579 | 14,43 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 181 869 | 45,49 | 14 313 | 46,27 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 1 018 | 5,17 | 80 | 6,67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 136 460 | 12,70 | 10 698 | 12,62 | ||||
| 2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 125 029 | 8,64 | 9 772 | 8,48 | ||||
| 2025-07-17 | 13F | Lakewood Asset Management LLC | 3 979 | 0,94 | 313 | 1,62 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 32 668 | 3,86 | 2 571 | 4,39 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 94 675 | 4,69 | 7 451 | 5,24 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 72 595 | 5 713 | ||||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 54 578 | 7,43 | 4 295 | 8,02 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 148 437 | 11 682 | ||||||
| 2025-08-08 | 13F | eCIO, Inc. | 165 220 | 5,38 | 13 003 | 5,94 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 6 451 | 0,64 | 508 | 1,20 | ||||
| 2025-08-14 | 13F | UBS Group AG | 3 508 060 | 3,12 | 276 084 | 3,68 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 409 564 | 5,46 | 32 233 | 6,02 | ||||
| 2025-07-25 | 13F | Parker Financial LLC | 140 306 | 2,99 | 11 042 | 3,53 | ||||
| 2025-08-01 | 13F | Motco | 23 399 | 27,48 | 1 834 | 27,72 | ||||
| 2025-07-23 | 13F | First Merchants Corp | 749 453 | 1,70 | 58 982 | 2,25 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 4 487 | 353 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 8 517 | 145,66 | 667 | 151,32 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 15 934 | 4,16 | 1 254 | 4,68 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 921 258 | 2,63 | 72 503 | 3,19 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 247 | 39,55 | 19 | 46,15 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 11 975 | 942 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 36 552 | 2 877 | ||||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 1 467 | 0,96 | 115 | 1,77 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 101 860 | 8 | ||||||
| 2025-08-06 | 13F | Equity Investment Corp | 12 118 | 0,95 | 954 | 1,49 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 1 044 690 | 0,38 | 82 217 | 0,92 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 9 429 | 36,67 | 742 | 37,41 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 53 812 | 8,32 | 4 235 | 10,34 | ||||
| 2025-06-03 | 13F/A | First National Bank Of Omaha | 13 561 | 15,65 | 1 062 | 17,50 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 206 810 | 1,97 | 16 | 6,67 | ||||
| 2025-07-16 | 13F | Cabana Llc | 7 572 | 596 | ||||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 20 083 | 57,80 | 1 531 | 61,33 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 336 178 | 0,03 | 26 457 | 0,57 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 17 700 | 96,56 | 1 393 | 97,73 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 58 606 | 1,56 | 4 612 | 2,10 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 80 268 | 0,83 | 6 317 | 1,38 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 9 792 | 67,18 | 771 | 68,12 | ||||
| 2025-08-14 | 13F | Comerica Bank | 786 255 | 11,95 | 61 878 | 12,55 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 16 473 | 0,07 | 1 296 | 0,62 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 791 653 | 33,24 | 62 303 | 33,96 | ||||
| 2025-08-13 | 13F | Independent Family Office, LLC | 15 692 | 7,78 | 1 235 | 8,34 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 30 061 | 2,85 | 2 366 | 3,41 |
