Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Core S&P Total U.S. Stock Market ETF inkluderar Trevian Wealth Management LLC, Exchange Traded Concepts, Llc, Heritage Oak Wealth Advisors Llc, Segment Wealth Management, LLC, Luminvest Wealth Management LLC, Foster Group, Inc., Blueprint Financial Advisors LLC, Manuka Financial, LLC, Northstar Financial Companies, Inc., MJT & Associates Financial Advisory Group, Inc., Fulton Breakefield Broenniman Llc, Private Management Group Inc, Seaside Wealth Management, Inc., Savvy Advisors, Inc., Midwest Trust Co, XY Planning Network, Inc., Brio Consultants, LLC, Guerra Advisors Inc, Arista Wealth Management, LLC, och Precision Wealth Strategies, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 41 648 | 0,76 | 5 624 | 11,52 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 13 632 | 9,53 | 1 841 | 21,21 | ||||
| 2025-08-12 | 13F | Solano Wealth Investment Advisors LLC | 93 836 | 0,39 | 12 672 | 11,11 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 6 209 | 0,94 | 838 | 11,73 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 12 687 | 0,83 | 1 713 | 11,60 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 15 184 | 63,64 | 1 853 | 55,24 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 450 | 61 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 26 463 | 7,26 | 3 574 | 18,70 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 29 769 | 19,81 | 4 020 | 32,60 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 61 470 | 20,35 | 8 301 | 33,20 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 1 615 | 218 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 336 843 | 0,30 | 45 | 12,50 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 6 081 | 13,24 | 821 | 25,34 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 5 795 | 0,31 | 783 | |||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 25 007 | 5,54 | 3 377 | 16,82 | ||||
| 2025-08-05 | 13F | Smith Shellnut Wilson Llc /adv | 97 920 | 0,00 | 13 223 | 10,68 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 14 735 | 21,59 | 1 990 | 34,57 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 3 541 | 0,11 | 478 | 10,90 | ||||
| 2025-07-10 | 13F | Sterling Investment Advisors Llc /adv | 1 421 | 203 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 13 037 | 1,49 | 1 761 | 12,32 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 12 551 | 17,12 | 1 695 | 29,61 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 10 967 | 0,30 | 1 481 | 10,94 | ||||
| 2025-07-18 | 13F | Tanager Wealth Management LLP | 816 665 | 55,43 | 110 282 | 72,03 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 4 140 699 | 1,81 | 559 145 | 12,68 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 33 931 | 457,43 | 4 648 | 559,29 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 816 | 0,12 | 110 | 11,11 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 831 | 0,24 | 112 | 10,89 | ||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 5 101 | 689 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 3 336 | 1,00 | 450 | 11,94 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 520 | 504,65 | 70 | 600,00 | ||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12 134 | 4,35 | 1 639 | 15,51 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 471 707 | 1,32 | 64 539 | 13,62 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 173 857 | 3,35 | 23 478 | 14,38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 84 042 | 325,27 | 11 348 | 370,63 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 878 592 | 18,92 | 118 645 | 31,62 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 164 261 | 4,36 | 22 878 | 26,45 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 9 420 | 22,18 | 1 272 | 31,40 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 5 751 | 1,04 | 777 | 11,82 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 44 326 | 4,55 | 5 986 | 15,72 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 4 447 | 0,20 | 601 | 10,91 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 1 963 | 0,10 | 265 | 10,88 | ||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 3 065 | 0,29 | 374 | 12 333,33 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 4 532 | 612 | ||||||
| 2025-08-12 | 13F | Aviso Financial Inc. | 346 144 | 6,85 | 46 729 | 18,36 | ||||
| 2025-07-15 | 13F | Family Wealth Partners, Llc | 277 018 | 2,80 | 37 409 | 13,79 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 4 617 | 0,13 | 624 | 10,85 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2 847 | 1,75 | 384 | 12,61 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 2 023 | 0,05 | 273 | 10,98 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 1 704 | 230 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 195 | 11,42 | 297 | 22,82 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 2 234 | 302 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 886 | 105,09 | 120 | 128,85 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3 586 | 53,12 | 484 | 69,82 | ||||
| 2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 9 444 | 7,15 | 1 143 | −2,14 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 166 245 | 0,01 | 22 450 | 10,70 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 10 201 | 10,52 | 1 378 | 22,29 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 43 271 | 1 619,83 | 5 843 | 1 708,98 | ||||
| 2025-04-14 | 13F | Griffith & Werner, Inc. | 2 186 | 0,28 | 267 | −5,00 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 601 | 167,11 | 81 | 200,00 | ||||
| 2025-08-11 | 13F | First American Trust, Fsb | 5 030 | 8,76 | 679 | 20,39 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 4 069 | 83,70 | 550 | 103,33 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 495 913 | 2,76 | 66 968 | 13,74 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 395 | 52,51 | 53 | 70,97 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 2 673 | 6,20 | 361 | 17,59 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 19 321 | 247,69 | 2 713 | 303,57 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12 837 | 17,22 | 1 734 | 29,72 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 1 486 | 201 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 5 696 | 44,46 | 769 | 59,88 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 1 516 | 205 | ||||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 9 584 | 0,29 | 1 294 | 11,07 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 3 245 | 8,60 | 438 | 20,33 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 3 728 | 60,69 | 503 | 77,74 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 202 140 | 26,49 | 27 297 | 39,99 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 15 198 | 3,29 | 2 052 | 14,32 | ||||
| 2025-08-08 | 13F | Hudock, Inc. | 45 206 | 5,26 | 6 105 | 16,51 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 10 236 | 71,06 | 1 382 | 89,32 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 215 327 | 33,05 | 29 078 | 47,26 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 9 605 846 | 2,90 | 1 297 173 | 13,89 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 18 861 | 21,13 | 2 547 | 34,07 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 10 000 | 1 350 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 3 083 | 23,22 | 416 | 36,39 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 3 384 | 75,43 | 457 | 94,47 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 7 681 | 1,88 | 1 037 | 12,84 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 189 962 | 4,68 | 25 653 | 15,85 | ||||
| 2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 205 734 | 0,23 | 27 782 | 10,94 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 056 | 0,19 | 143 | 10,94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 466 061 | 4,04 | 738 137 | 15,15 | ||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 2 217 | 9,32 | 299 | 21,05 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 1 659 | 0,24 | 224 | 11,44 | ||||
| 2025-04-15 | 13F | Michael A. Dubis Financial Planning, LLC | 13 942 | 0,02 | 1 701 | 170 000,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 9 405 | 16,17 | 1 270 | 28,67 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 37 939 | 61,96 | 5 123 | 79,25 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 26 954 | 0,29 | 3 640 | 11,01 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 3 526 | 40,48 | 476 | 55,56 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 16 805 | 0,77 | 2 269 | 11,55 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 55 797 | 12,22 | 7 535 | 24,20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 431 147 | 1,30 | 1 408 622 | 12,12 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 7 133 | 3,62 | 963 | 14,78 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 344 | 2,94 | 587 | 14,01 | ||||
| 2025-08-14 | 13F | Comerica Bank | 134 503 | 1,71 | 18 163 | 12,57 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9 129 | 0,02 | 1 233 | 11,29 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 995 308 | 0,49 | 134 406 | 11,22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 81 978 | 90,69 | 11 070 | 111,06 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 20 315 | 156,34 | 2 743 | 183,95 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 92 603 | 0,58 | 12 505 | 11,32 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 4 743 | 0,04 | 640 | 10,73 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 169 | 3,68 | 21 | 0,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 38 615 | 4,09 | 5 215 | 15,20 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 982 | 16,49 | 132 | 28,43 | ||||
| 2025-07-30 | 13F | First Interstate Bank | 14 908 | 2 013 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 2 010 | 3,45 | 271 | 14,35 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 4 956 | 112,70 | 669 | 135,56 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 87 497 | 3,31 | 11 816 | 14,34 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1 636 | 30,88 | 221 | 44,74 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 363 558 | 3,00 | 44 358 | −2,30 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 2 211 | 22,70 | 300 | 45,63 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 85 765 | 1,35 | 12 | 10,00 | ||||
| 2025-08-14 | 13F | Disciplina Capital Management LLC | 1 150 349 | 27,36 | 155 343 | 40,97 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 15 280 | 177,82 | 2 063 | 207,45 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 15 954 | 2 154 | ||||||
| 2025-07-23 | 13F | Regency Capital Management Inc.\DE | 10 800 | 1,08 | 1 458 | 11,90 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 4 276 | 2,10 | 522 | −3,16 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 28 342 | 3 827 | ||||||
| 2025-07-08 | 13F | Range Financial Group LLC | 1 844 | 0,49 | 249 | 11,66 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 63 | 9 | ||||||
| 2025-08-06 | 13F | DDFG, Inc | 114 823 | 0,83 | 15 506 | 11,59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 34 210 | 11,54 | 4 621 | 23,46 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 483 793 | 65 331 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 180 899 | 11,50 | 24 429 | 23,40 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 5 644 | 6,91 | 1 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 32 171 | 2,22 | 4 344 | 13,13 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12 232 | 0,50 | 1 652 | 11,78 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 18 155 | 7,87 | 2 452 | 19,39 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 33 082 | 6,84 | 4 036 | 1,36 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 273 439 | 3,50 | 31 530 | 13,42 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 147 719 | 2,91 | 19 948 | 13,90 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 20 354 | 9,11 | 2 749 | 20,74 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 19 333 | 4,64 | 2 611 | 15,79 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 292 247 | 4,74 | 39 453 | 15,90 | ||||
| 2025-07-31 | 13F | TSA Wealth Managment LLC | 6 635 | 69,95 | 896 | 88,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 443 310 | 5,47 | 59 865 | 16,73 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 1 700 | 230 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 155 070 | 3,05 | 20 941 | 14,05 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 18 900 | 158,90 | 2 552 | 186,74 | |||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 1 112 | 150 | ||||||
| 2025-08-01 | 13F | SwitchPoint Financial Planning, LLC | 2 250 | 304 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 28 449 | 3 842 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 524 | 37,35 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 18 243 | 2,80 | 2 464 | 13,76 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 3 438 | 464 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 660 503 | 1,55 | 89 194 | 12,39 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 2 832 | 382 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 3 230 | 436 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 483 444 | 44 663,33 | 4 | −97,71 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 6 182 | 2,44 | 835 | 13,32 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 363 986 | 1,09 | 49 153 | 11,89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 57 740 | 70,52 | 7 797 | 88,74 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 122 060 | 297,03 | 16 483 | 339,52 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 104 157 | 8,33 | 14 065 | 19,90 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 2 201 | 0,32 | 297 | 11,24 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 025 | 543 | ||||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 2 480 | 0,24 | 335 | 10,96 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 1 526 | 206 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 170 141 | 4,98 | 22 976 | 16,19 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 28 132 | 0,11 | 3 799 | 10,82 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 274 237 | 1,21 | 37 241 | 20,36 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 71 293 | 2,76 | 9 627 | 13,73 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 29 742 | 21,08 | 4 016 | 34,05 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 45 231 | 34,00 | 6 108 | 48,32 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 35 038 | 12,03 | 4 732 | 24,01 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 27 021 | 99,82 | 3 649 | 121,22 | ||||
| 2025-07-11 | 13F | Lincoln Capital LLC | 1 544 | 209 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 11 345 | 5,30 | 1 568 | 21,10 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 80 410 | 0,27 | 10 859 | 10,98 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 149 122 | 2,16 | 20 137 | 13,07 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 697 565 | 11,36 | 94 199 | 23,25 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 191 021 | 4,96 | 25 795 | 16,17 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 15 640 | 0,70 | 2 112 | 11,51 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4 942 | 1,02 | 667 | 11,91 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 3 980 | 4,41 | 537 | 15,48 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 92 625 | 8,46 | 11 301 | 2,89 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 16 759 | 0,56 | 2 263 | 11,31 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 3 333 | 1,37 | 450 | 12,50 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 551 | 74 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 2 883 | 4,04 | 389 | 15,09 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 9 005 | 12,66 | 1 216 | 24,62 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 144 878 | 1,95 | 19 564 | 12,85 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 5 074 | 1,48 | 678 | 10,98 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 25 799 | 80,29 | 3 525 | 101,95 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 3 296 | 445 | ||||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 3 586 | 12,59 | 484 | 24,74 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 8 100 | 0,15 | 1 094 | 10,85 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 10 682 | 0,25 | 1 442 | 10,92 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 109 | 0,89 | 1 365 | 11,70 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 21 237 | 10,93 | 2 868 | 22,73 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 10 922 | 17,68 | 1 475 | 30,21 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2 153 | 291 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 510 | 940,82 | 69 | 1 260,00 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 95 380 | 0,36 | 12 880 | 11,08 | ||||
| 2025-07-14 | 13F | Brady Martz Wealth Solutions, LLC | 350 866 | 73,34 | 47 381 | 91,85 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 5 836 | 317,16 | 1 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 47 051 | 72,30 | 6 | 100,00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 179 321 | 5,98 | 24 215 | 17,29 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 15 496 | 0,01 | 2 093 | 10,69 | ||||
| 2025-08-14 | 13F | Family Management Corp | 94 333 | 3,60 | 12 739 | 14,66 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 1 757 | 237 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 2 000 | 275 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 27 628 | 0,04 | 3 731 | 10,72 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 717 | 82,91 | 97 | 104,26 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 57 051 | 7 704 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 3 502 | 175 000,00 | 473 | |||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 3 475 | 447 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 58 587 | 39,25 | 7 912 | 54,12 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 4 991 | 4,37 | 674 | 15,61 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 57 057 | 0,72 | 7 705 | 11,49 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 132 197 | 2,03 | 17 852 | 12,93 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 453 892 | 1,26 | 55 379 | −3,95 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 22 692 | 2,94 | 3 064 | 13,95 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 3 591 | 438 | ||||||
| 2025-07-22 | 13F | Romano Brothers And Company | 129 315 | 3,49 | 17 463 | 14,53 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 1 711 | 3,45 | 231 | 14,93 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 4 020 | 0,02 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 28 300 | 29,82 | 3 822 | 43,70 | |||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 045 | 1,56 | 816 | 12,40 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14 900 | 223,91 | 2 012 | 258,65 | |||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 389 579 | 80,69 | 592 755 | 99,98 | ||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 28 045 | 4,77 | 3 787 | 15,99 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 3 046 | 48,95 | 411 | 65,06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 67 928 | 19,17 | 9 173 | 25,13 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 11 487 | 3,26 | 1 551 | 14,30 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 17 089 | 0,15 | 2 308 | 10,86 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 50 736 | 39,25 | 6 851 | 54,13 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 3 034 | 0,60 | 410 | 11,44 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 3 773 | 510 | ||||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 192 900 | 14,12 | 26 049 | 26,30 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 9 878 | 2,37 | 1 334 | 13,25 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 209 | 0,31 | 433 | 11,03 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 95 976 | 7,12 | 12 961 | 18,55 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 139 | 19 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 4 978 | 0,10 | 672 | 10,89 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 412 | 49,82 | 56 | 66,67 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 327 410 | 0,56 | 44 213 | 11,30 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 19 224 | 2 596 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 36 071 | 4,16 | 4 871 | 15,27 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 192 | 0,52 | 26 | 8,70 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 4 724 | 0,30 | 638 | 10,98 | ||||
| 2025-08-18 | 13F | N.E.W. Advisory Services LLC | 25 956 | 0,74 | 3 505 | 11,52 | ||||
| 2025-08-14 | 13F | Claar Advisors LLC | 998 663 | 15,67 | 134 859 | 28,02 | ||||
| 2025-07-08 | 13F | Canandaigua National Trust Co of Florida | 3 919 | 529 | ||||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 1 503 | 203 | ||||||
| 2025-07-16 | 13F | MontVue Capital Management, Inc. | 187 645 | 6,41 | 25 340 | 17,77 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 50 139 | 71,30 | 6 771 | 89,58 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 6 408 | 19,06 | 865 | 31,86 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 520 | 70 | ||||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 2 325 | 1,17 | 314 | 11,79 | ||||
| 2025-08-14 | 13F | Douglass Winthrop Advisors, LLC | 2 995 | 14,97 | 404 | 27,44 | ||||
| 2025-07-17 | 13F | Nicholson Meyer Capital Management, Inc. | 25 508 | 24,65 | 3 445 | 37,98 | ||||
| 2025-07-18 | 13F | Northstar Group, Inc. | 1 705 | 230 | ||||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 18 501 | 50,82 | 2 498 | 66,98 | ||||
| 2025-08-14 | 13F | Objective Capital Management, LLC | 15 365 | 0,12 | 2 075 | 10,79 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 2 184 | 14,41 | 295 | 26,72 | ||||
| 2025-07-31 | 13F | United Community Bank | 443 | 60 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 2 188 | 17,38 | 295 | 29,96 | ||||
| 2025-08-13 | 13F | RW Investment Management LLC | 3 306 | 446 | ||||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 162 988 | 22 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 109 577 | 3,81 | 149 837 | 14,90 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 166 600 | 4 171,79 | 22 498 | 4 636,21 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 1 489 | 201 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 5 605 | 0,65 | 757 | 11,34 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 771 | 0,11 | 239 | 11,16 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 64 421 | 18,87 | 8 699 | 31,56 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 7 509 | 10,96 | 1 014 | 22,91 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 14 974 | 286,43 | 2 022 | 328,39 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 2 410 | 0,29 | 325 | 10,92 | ||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 25 309 | 3 420 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 494 | 0,16 | 337 | 10,89 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 2 902 | 392 | ||||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 16 739 | 0,56 | 2 260 | 11,28 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 16 415 | 2 217 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 5 072 | 19,45 | 685 | 32,05 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 1 203 768 | 12,37 | 162 557 | 24,37 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 13 018 | 1 758 | ||||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 342 | 46 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 2 381 | 0,29 | 329 | 13,10 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 4 579 | 74,17 | 618 | 93,13 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 1 623 | 219 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 1 560 | 211 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 444 556 | 4,44 | 60 033 | 15,60 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 153 256 | 16,50 | 20 696 | 28,94 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16 333 | 1,55 | 2 206 | 12,39 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 2 629 | 355 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 5 310 | 0,06 | 717 | 10,82 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 6 917 | 6,40 | 934 | 17,78 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 282 | 38 | ||||||
| 2025-08-06 | 13F | ETF Store, Inc. | 1 659 | 0,30 | 224 | 11,44 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 15 011 | 9,30 | 2 027 | 21,01 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 16 981 | 0,04 | 2 293 | 10,72 | ||||
| 2025-08-01 | 13F | JDH Wealth Management, LLC | 11 656 | 384,86 | 1 574 | 437,20 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 20 928 | 35,02 | 2 826 | 49,44 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 2 998 | 6,20 | 405 | 17,44 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 289 201 | 0,09 | 39 054 | 10,78 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 704 | 43,67 | 95 | 53,23 | ||||
| 2025-07-11 | 13F | Kaufman Rossin Wealth, LLC | 107 354 | 5,02 | 14 497 | 16,24 | ||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 58 | 8 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19 491 | 8,31 | 2 715 | 25,64 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9 489 | 11,09 | 1 281 | 22,94 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 141 794 | 7,90 | 19 148 | 19,42 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31 786 | 58,78 | 4 292 | 66,74 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 21 698 | 53,78 | 2 930 | 61,52 | ||||
| 2025-07-17 | 13F | Flywheel Private Wealth LLC | 9 008 | 109,10 | 1 216 | 131,62 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 1 185 987 | 14,29 | 160 156 | 26,50 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 137 826 | 17,01 | 18 612 | 29,51 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 10 103 | 1 364 | ||||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 2 651 | 12,71 | 358 | 24,83 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 8 069 | 1 090 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 413 | 0,24 | 56 | 10,00 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 16 230 | 8,47 | 2 | 100,00 | ||||
| 2025-07-15 | 13F | BostonPremier Wealth LLC | 1 728 | 0,29 | 233 | 10,95 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 25 376 | 24,72 | 3 427 | 38,03 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 58 487 | 3,55 | 7 898 | 23,21 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 11 464 | 148,25 | 1 548 | 174,96 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 22 696 | 3,07 | 3 065 | 14,07 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 26 664 | 3 601 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 913 | 7,11 | 258 | 18,89 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 18 328 | 985,14 | 2 475 | 1 100,97 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 91 658 | 0,15 | 12 723 | 13,45 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 176 | 82,51 | 834 | 102,43 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 84 | 11 | ||||||
| 2025-08-14 | 13F | Pennington Partners & Co., Llc | 32 991 | 26,63 | 4 455 | 40,18 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 16 324 | 3 265,77 | 1 992 | 3 111,29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 652 | 6,01 | 493 | 17,38 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 9 976 | 1 347 | ||||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 4 949 | 668 | ||||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 5 829 | 117,34 | 787 | 140,67 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 2 246 560 | 303 375 | ||||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 7 805 | 15,02 | 1 054 | 27,45 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 5 493 | 27,09 | 742 | 40,61 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 130 007 | 14,45 | 17 556 | 26,68 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 12 047 | 82,61 | 1 627 | 102,24 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 197 607 | 662,23 | 26 685 | 743,63 | ||||
| 2025-07-21 | 13F | New Century Financial Group, LLC | 2 061 | 278 | ||||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 1 625 | 219 | ||||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 1 787 | 4,14 | 241 | 15,31 | ||||
| 2025-08-11 | 13F | Mosaic Advisors LLC | 4 772 | 644 | ||||||
| 2025-07-11 | 13F | Bell Bank | 4 370 | 590 | ||||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 492 | 0,04 | 337 | 10,89 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 2 109 | 4,30 | 285 | 15,45 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 2 645 927 | 4,09 | 357 310 | 15,20 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 21 660 | 21,08 | 2 925 | 34,01 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 1 891 | 0,69 | 263 | 21,20 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 606 | 82 | ||||||
| 2025-07-15 | 13F | Level Financial Advisors, Inc. | 3 311 | 0,03 | 447 | 10,92 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 8 615 | 0,33 | 1 163 | 11,08 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 22 148 | 6,22 | 2 992 | 17,57 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 18 529 | 9,13 | 2 502 | 20,81 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 71 580 | 4,04 | 9 666 | 15,15 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1 964 007 | 2,11 | 265 231 | 13,02 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 4 244 | 0,02 | 518 | −5,14 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 6 499 | 0,49 | 878 | 11,15 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 7 439 | 1,51 | 1 005 | 12,30 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 508 | 0,08 | 339 | 10,82 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 14 313 | 1 933 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 157 171 | 2 359,64 | 21 224 | 2 624,52 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 114 306 | 1,14 | 150 312 | 11,95 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 109 | 752,49 | 555 | 855,17 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 6 992 | 52,40 | 944 | 68,87 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 1 849 | 255 | ||||||
| 2025-08-13 | 13F | Nyl Investors Llc | 35 267 | 3,74 | 4 762 | 14,83 | ||||
| 2025-08-14 | 13F | Bank Of Hawaii | 56 007 | 31,23 | 7 563 | 45,25 | ||||
| 2025-07-24 | 13F | True Link Financial Advisors, LLC | 1 059 177 | 10,30 | 143 031 | 22,08 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 13 866 | 0,01 | 1 872 | 10,70 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 7 783 | 20,65 | 1 051 | 33,55 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 967 | 5,11 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 2 102 | 12,47 | 284 | 24,67 | ||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 3 975 | 537 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 769 | 1 319 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 19 514 | 2 600 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 4 044 | 84,32 | 546 | 104,49 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 6 777 | 915 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 19 471 | 0,06 | 2 629 | 10,74 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 2 656 | 64,76 | 359 | 82,65 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 998 | 0,10 | 135 | 10,74 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 473 | 64 | ||||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 24 724 | 8,61 | 3 339 | 20,20 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 6 677 | 1,46 | 902 | 12,34 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 36 282 | 83,78 | 4 899 | 103,45 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 4 731 | 1 094,70 | 639 | 1 229,17 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 42 137 | 2,30 | 5 690 | 13,23 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 104 010 | 11,63 | 14 046 | 23,55 | ||||
| 2025-07-14 | 13F | Sweeney & Michel, Llc | 184 265 | 2,93 | 25 132 | 29,84 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 6 036 | 18,08 | 815 | 30,82 | ||||
| 2025-07-31 | 13F | Strait & Sound Wealth Management LLC | 4 359 | 589 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 4 243 | 4,02 | 573 | 15,09 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 3 080 | 416 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 753 | 106 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 148 411 | 20 041 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 39 218 | 4,11 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4 894 023 | 4,69 | 660 889 | 15,87 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 77 | 10 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 346 | 0,29 | 47 | 9,52 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 3 952 | 8,75 | 534 | 20,32 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 19 978 | 3,42 | 2 698 | 14,47 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 69 614 | 1 154,08 | 9 401 | 1 288,48 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 21 753 | 175,63 | 2 938 | 205,30 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 8 825 | 1,32 | 1 192 | 12,15 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 9 920 | 0,66 | 1 340 | 11,40 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 756 | 33,21 | 1 993 | 47,45 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 2 004 | 3,25 | 271 | 14,41 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 3 957 | 34,36 | 534 | 48,75 | ||||
| 2025-08-04 | 13F | Capital Performance Advisors Llp | 9 409 | 5,14 | 1 271 | 16,41 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 186 316 | 68,33 | 25 160 | 86,31 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 36 303 | 42,21 | 4 669 | 49,94 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 4 683 | 2,38 | 632 | 13,26 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 103 636 | 0,46 | 13 995 | 11,18 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 41 793 | 1,80 | 5 644 | 12,66 | ||||
| 2025-07-17 | 13F | One Wealth Advisors, LLC | 20 449 | 14,61 | 2 761 | 26,83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 95 088 | 1,85 | 12 841 | 12,72 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 74 | 10 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 4 900 | 662 | ||||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 24 216 | 5,87 | 3 270 | 17,20 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 3 698 | 2,89 | 499 | 13,93 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 10 414 | 32,46 | 1 406 | 46,61 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 273 | 18,18 | 37 | 28,57 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 4 237 | 572 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 21 235 | 5,45 | 2 868 | 16,73 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 207 | 22,65 | 568 | 35,56 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 59 272 047 | 1,16 | 8 004 097 | 11,97 | ||||
| 2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 1 578 | 14,51 | 191 | 4,40 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 8 783 | 45,58 | 1 186 | 61,14 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 36 587 | 96,06 | 4 941 | 117,05 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 535 | 72 | ||||||
| 2025-08-12 | 13F | Zacks Investment Management | 2 880 | 2,16 | 389 | 13,12 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 1 886 | 14,10 | 255 | 26,37 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 26 336 | 311,95 | 3 556 | 355,90 | ||||
| 2025-07-11 | 13F | Matthew Goff Investment Advisor, LLC | 48 780 | 0,41 | 6 587 | 11,14 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 32 574 | 16,90 | 4 399 | 29,39 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 8 173 | 3,42 | 1 104 | 14,42 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 3 169 | 428 | ||||||
| 2025-08-13 | 13F | Haverford Trust Co | 2 987 | 13,06 | 403 | 25,16 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 283 483 | 1,39 | 38 282 | 12,22 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 4 157 | 0,17 | 561 | 10,87 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 908 | 68,09 | 393 | 85,78 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 26 708 | 2,28 | 3 607 | 7,39 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 254 070 | 21,56 | 34 310 | 34,55 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 22 595 | 29,21 | 3 051 | 43,04 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 5 594 | 1,47 | 755 | 12,35 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15 646 | 22,38 | 2 113 | 34,95 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 5 803 | 0,26 | 784 | 10,91 | ||||
| 2025-08-04 | 13F | Wealth Management Associates, Inc. | 37 225 | 2,58 | 5 027 | 13,53 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 355 895 | 2,98 | 48 060 | 13,98 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 1 520 | 205 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 7 563 | 1 021 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 77 563 | 3,64 | 10 474 | 14,71 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 40 683 | 0,28 | 5 494 | 10,97 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 11 087 | 2,36 | 1 497 | 13,32 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 17 540 | 15,09 | 2 369 | 27,38 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 9 601 | 5,27 | 1 297 | 16,55 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 20 855 | 1,35 | 2 816 | 12,19 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 17 242 | 0,03 | 2 328 | 10,75 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 87 238 | 11 781 | ||||||
| 2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 3 476 | 7,42 | 421 | −1,87 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 5 954 | 7,71 | 804 | 19,29 | ||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 928 | 125 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2 881 | 5,65 | 389 | 17,17 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 3 744 | 0,19 | 506 | 15,56 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 1 304 | 0,23 | 176 | 11,39 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 80/20 Allocation Fund Service Class I | 396 234 | 5,73 | 53 507 | 17,02 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 4 722 | 0,25 | 638 | 10,98 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 974 950 | 1,40 | 131 657 | 12,23 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 11 181 | 216,20 | 1 510 | 250,12 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 1 434 | 194 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 984 | 33,51 | 808 | 47,99 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 63 299 | 107,55 | 8 548 | 129,70 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 47 633 | 2,08 | 6 432 | 12,98 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 445 | 0,23 | 60 | 7,14 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 7 326 | 0,03 | 989 | 10,75 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 605 036 | 33,30 | 81 704 | 47,54 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 365 | 0,08 | 319 | 10,76 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 808 | 109 | ||||||
| 2025-07-16 | 13F | True North Advisors, LLC | 5 846 | 0,02 | 789 | 10,66 | ||||
| 2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 8 136 | 120,07 | 1 099 | 143,46 | ||||
| 2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 2 853 | 9,60 | 345 | 0,29 | ||||
| 2025-07-11 | 13F | Weatherly Asset Management L. P. | 156 670 | 1,85 | 21 157 | 12,72 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 41 701 | 15,15 | 5 631 | 27,46 | ||||
| 2025-07-15 | 13F | Maseco Llp | 673 | 91 | ||||||
| 2025-08-14 | 13F | Coyle Financial Counsel LLC | 2 390 | 9,94 | 323 | 21,51 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 1 940 | 4,25 | 262 | 14,98 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 15 823 | 9,55 | 2 137 | 21,23 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 332 205 | 1,72 | 44 861 | 12,58 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 12 525 | 612,86 | 1 691 | 690,19 | ||||
| 2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 8 501 | 8,28 | 1 029 | −1,15 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 140 604 | 8,05 | 19 | 20,00 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 94 218 | 9,34 | 12 723 | 21,02 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 8 662 | 6,85 | 1 170 | 18,20 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 43 883 | 3,79 | 5 926 | 14,47 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 6 996 | 950 | ||||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 4 359 | 3,79 | 589 | 14,84 | ||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 1 877 | 257 | ||||||
| 2025-07-14 | 13F | Friday Financial | 325 839 | 6,06 | 44 001 | 16,12 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1 213 | 8,21 | 164 | 19,85 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 19 992 | 2 700 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 16 312 | 96,18 | 2 203 | 144,94 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 97 166 | 2,75 | 13 121 | 13,72 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 5 798 | 1,93 | 783 | 12,84 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 2 851 | 42,48 | 385 | 74,55 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 15 783 | 3,91 | 2 131 | 15,00 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 577 | 213 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 21 364 | 342,14 | 2 885 | 389,64 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 2 167 | 293 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 159 024 | 188,94 | 21 475 | 203,39 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12 050 | 13,57 | 1 627 | 25,73 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28 432 | 0,48 | 3 839 | 11,21 | ||||
| 2025-07-17 | 13F | Lauterbach Financial Advisors, LLC | 21 046 | 22,89 | 2 842 | 36,05 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 6 336 | 856 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 4 817 | 18,06 | 650 | 30,78 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 293 | 10,98 | 40 | 21,88 | ||||
| 2025-07-22 | 13F | Schwab Charitable Fund | 59 260 | 0,28 | 8 002 | 10,98 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 471 | 0,21 | 64 | 10,53 | ||||
| 2025-09-03 | 13F | American Trust | 4 340 | 586 | ||||||
| 2025-07-11 | 13F | Scratch Capital Llc | 1 953 | 15,77 | 264 | 28,29 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 4 912 | 32,40 | 663 | 46,68 | ||||
| 2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 7 457 | 8,91 | 902 | −0,55 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 2 329 | 0,43 | 315 | 11,70 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 21 837 | 27,08 | 2 949 | 40,65 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 241 266 | 0,39 | 32 585 | 11,17 | ||||
| 2025-08-13 | 13F | Measured Wealth Private Client Group, LLC | 1 529 | 206 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 58 919 | 33,65 | 7 956 | 47,94 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 23 714 | 3 202 | ||||||
| 2025-07-18 | 13F | McGuire Investment Group, LLC | 3 262 | 22,36 | 440 | 35,38 | ||||
| 2025-08-25 | NP | MML Series Investment Fund II - MML iShares 60/40 Allocation Fund Service Class I | 150 993 | 8,04 | 20 390 | 19,58 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 350 | 296,86 | 1 128 | 340,23 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 55 319 | 1,09 | 7 470 | 11,89 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 8 672 | 0,29 | 1 171 | 11,00 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 57 931 | 107,86 | 7 823 | 142,47 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 172 | 23 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 1 987 | 268 | ||||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 5 014 | 101,93 | 677 | 124,17 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 29 215 | 3,21 | 3 945 | 14,25 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 31 743 | 6,19 | 4 287 | 21,01 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 794 | 64,73 | 107 | 87,72 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 28 020 | 28,27 | 3 784 | 41,95 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 2 982 | 0,30 | 403 | 11,05 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 43 152 | 1,72 | 5 827 | 12,58 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 155 411 | 16,62 | 21 | 25,00 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 173 | 0,58 | 23 | 9,52 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 8 341 | 23,94 | 1 126 | 37,15 | ||||
| 2025-05-13 | 13F | Shorepoint Capital Partners LLC | 2 513 | 0,28 | 307 | −4,97 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 41 492 | 1,44 | 5 603 | 12,28 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 59 643 | 6,79 | 8 055 | 18,20 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 710 | 2,46 | 231 | 13,30 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 5 555 | 226,76 | 750 | 262,32 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 5 467 | 5,32 | 738 | 16,59 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 497 | 67 | ||||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 3 100 | 3,33 | 419 | 14,21 | ||||
| 2025-07-25 | 13F | Carbahal Olsen Financial Services Group, LLC | 2 948 | 64,78 | 398 | 82,57 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 5 054 | 682 | ||||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 54 838 | 2,81 | 7 405 | 13,80 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1 856 | 0,11 | 251 | 10,62 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 170 | 0,59 | 23 | 10,00 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 66 807 | 5,75 | 9 022 | 17,05 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1 512 | 204 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 14 477 | 14,00 | 1 955 | 26,15 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 3 405 | 460 | ||||||
| 2025-07-14 | 13F | Avalon Advisory Group | 58 490 | 3,72 | 7 898 | 14,80 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 2 825 | 3,40 | 382 | 8,55 | ||||
| 2025-07-16 | 13F | Wealth Group Ltd | 17 617 | 6,74 | 2 379 | 18,18 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 56 070 | 19,69 | 7 572 | 32,48 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 1 614 | 218 | ||||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 77 806 | 306,30 | 10 507 | 349,74 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 33 303 | 1,51 | 4 550 | 19,55 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 67 027 | 1,81 | 9 051 | 12,69 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 5 091 | 8,99 | 687 | 20,74 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 2 076 | 25,14 | 288 | 42,57 | ||||
| 2025-07-24 | 13F | First Fiduciary Investment Counsel, Inc. | 2 391 | 0 | ||||||
| 2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 9 830 | 7,90 | 1 189 | −1,41 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 5 471 | 739 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 103 338 | 53,68 | 13 955 | 70,09 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 35 142 | 1,15 | 4 752 | 12,08 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13 688 | 117,34 | 1 848 | 140,63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 57 214 | 7 726 | ||||||
| 2025-08-14 | 13F | Oxford Financial Group Ltd | 27 619 | 0,90 | 3 730 | 11,68 | ||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 22 792 | 7,44 | 3 078 | 18,89 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 523 530 | 11,78 | 205 738 | 23,72 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 3 144 | 0,06 | 425 | 10,70 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 53 055 | 0,16 | 7 165 | 10,86 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 3 801 | 0,64 | 513 | 11,52 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 742 | 100 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 102 214 | 3,64 | 13 803 | 14,70 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 2 225 | 1,60 | 300 | 12,36 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 896 181 | 0,55 | 256 060 | 11,29 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 59 549 | 7,92 | 8 042 | 19,44 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 1 600 | 216 | ||||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 6 099 | 89,23 | 824 | 109,41 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 2 549 | 1,68 | 344 | 12,79 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14 326 | 1,68 | 1 935 | 12,57 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 3 | 0 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 520 520 | 4,32 | 70 291 | 15,46 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 7 782 | 1 051 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 301 | 14 950,00 | 41 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 25 631 | 0,01 | 3 461 | 10,72 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 95 801 | 21,92 | 12 937 | 34,93 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 11 257 | 73,05 | 1 520 | 91,68 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 23 491 | 52,16 | 3 172 | 68,45 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 337 836 | 5,31 | 45 621 | 16,56 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 1 894 | 257,36 | 256 | 298,44 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 163 703 | 7,82 | 22 106 | 19,34 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 268 | 8,06 | 36 | 20,00 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 263 582 | 20,80 | 35 594 | 33,71 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 151 777 | 5,58 | 20 496 | 16,85 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 8 270 | 34,87 | 1 117 | 49,20 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 5 604 | 56,14 | 757 | 73,00 | ||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 344 890 | 0,78 | 46 574 | 11,54 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 2 827 | 0,32 | 382 | 11,08 | ||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 10 340 | 0,27 | 1 396 | 10,97 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 2 720 | 0,29 | 367 | 11,21 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 1 901 | 0 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 64 771 | 5,84 | 8 747 | 17,14 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 864 811 | 6,02 | 116 784 | 17,34 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 96 269 | 1 777,69 | 13 000 | 1 980,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 935 906 | 4,06 | 531 505 | 15,17 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 15 853 | 6,65 | 2 141 | 18,04 | ||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 3 618 | 471 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 25 996 | 0,23 | 3 510 | 10,94 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 8 491 | 25,42 | 1 147 | 38,74 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 16 694 | 0,26 | 2 254 | 10,98 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 711 669 | 0,88 | 96 104 | 11,65 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 106 899 | 0,22 | 14 436 | 10,93 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 38 538 | 0,12 | 5 204 | 10,82 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 18 | 200,00 | 2 | |||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 410 275 | 0,74 | 55 403 | 11,50 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 4 800 | 0,82 | 652 | 12,24 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 485 | 65 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 180 368 | 4,07 | 24 357 | 15,18 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 4 211 | 10,32 | 569 | 22,15 | ||||
| 2025-07-11 | 13F | Grant Private Wealth Management Inc | 1 486 | 201 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 88 691 | 0,54 | 11 977 | 11,28 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 2 694 | 0,07 | 375 | 14,33 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 6 610 | 8,04 | 893 | 19,57 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26 677 | 4,00 | 3 602 | 15,12 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 3 468 | 0,20 | 468 | 10,90 | ||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 2 170 | 0,60 | 293 | 11,41 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 172 523 | 4,99 | 23 298 | 16,20 | ||||
| 2025-07-10 | 13F | Ayrshire Capital Management LLC | 1 986 | 4,91 | 268 | 16,52 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 5 744 | 776 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 532 145 | 37,67 | 71 495 | 52,35 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 8 609 | 5,98 | 1 163 | 17,26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 12 840 | 236,57 | 1 734 | 272,69 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 9 734 | 3,36 | 1 315 | 14,36 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 2 589 | 0,31 | 350 | 11,15 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 2 227 | 1,55 | 310 | 14,44 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 23 855 | 5,16 | 3 221 | 16,41 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 1 593 | 215 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 5 295 | 79,67 | 715 | 99,16 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 3 450 | 0,20 | 466 | 10,71 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 19 659 | 2,24 | 2 655 | 13,18 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 1 626 | 220 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 170 | 42,86 | 23 | 64,29 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 36 436 | 2,30 | 4 920 | 13,23 | ||||
| 2025-08-14 | 13F | 1922 Investment Co LLC | 5 | 1 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 2 686 | 0,07 | 363 | 10,70 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 2 451 | 0,12 | 331 | 10,74 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 69 639 | 12,11 | 9 | 28,57 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 7 343 | 0,14 | 992 | 10,85 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 514 838 | 3,49 | 70 | 15,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 153 993 | 33,64 | 20 795 | 47,91 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 765 | 103 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 61 795 135 | 6,31 | 8 344 815 | 17,66 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 1 499 | 202 | ||||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 9 020 | 1 218 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 689 | 0,81 | 1 579 | 11,60 | ||||
| 2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 718 | 0,14 | 97 | 10,34 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Global Equity ETF Fund II | 208 761 | 2,95 | 28 191 | 13,94 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 789 | 0,22 | 242 | 11,06 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 75 424 | 9,54 | 10 185 | 21,24 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 488 | 11,42 | 66 | 22,64 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 569 | 0,08 | 347 | 10,54 | ||||
| 2025-07-31 | 13F/A | Sendero Wealth Management, LLC | 212 613 | 0,30 | 28 711 | 11,01 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 63 083 | 0,02 | 8 519 | 10,70 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 21 895 | 137,22 | 2 957 | 162,52 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1 577 | 213 | ||||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 4 456 | 14,87 | 602 | 27,06 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 4 857 | 3,49 | 656 | 14,51 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 13 606 | 1,50 | 1 837 | 12,35 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 2 638 760 | 3,06 | 356 338 | 14,06 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 199 151 | 7,95 | 26 893 | 19,48 | ||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 13 458 | 1 817 | ||||||
| 2025-07-14 | 13F | Baring Financial LLC | 9 357 | 0,01 | 1 264 | 10,69 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 3 899 | 11,91 | 527 | 23,76 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 366 | 36 500,00 | 49 | 4,26 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 2 993 410 | 8,79 | 404 230 | 95,50 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 36 583 | 27,56 | 4 940 | 41,18 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 123 | 17 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 8 779 | 0,79 | 1 185 | 11,58 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 2 022 | 0,10 | 273 | 10,98 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 2 158 | 9,04 | 291 | 20,75 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 3 537 670 | 1,37 | 475 250 | 12,19 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 1 236 235 | 4,21 | 166 941 | 15,34 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 3 713 | 0,30 | 501 | 11,09 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 6 420 | 0,27 | 867 | 10,88 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 718 201 | 5,22 | 96 986 | 16,46 | ||||
| 2025-07-17 | 13F | Poinciana Advisors Group, Llc | 3 549 | 19,13 | 479 | 31,96 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 82 686 | 1,29 | 11 166 | 12,10 | ||||
| 2025-07-30 | 13F | DecisionMap Wealth Management, LLC | 2 698 | 0,04 | 364 | 10,64 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 7 319 | 26,19 | 988 | 39,75 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 4 889 | 57,71 | 660 | 74,60 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 63 432 | 8 566 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 20 582 | 0,08 | 2 779 | 10,76 | ||||
| 2025-07-17 | 13F | Dopkins Wealth Management, Llc | 35 500 | 112,63 | 4 794 | 135,30 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 000 | 3 106 | ||||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 41 488 | 1,32 | 5 759 | 19,96 |
