Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares S&P 500 Growth ETF inkluderar Glenmede Investment Management, LP, Duncan Williams Asset Management, LLC, Midwest Trust Co, Stark Wealth Management LLC, SeaBridge Investment Advisors LLC, Forefront Analytics, LLC, Anchor Pointe Wealth Management, LLC, Rathbone Brothers plc, Tripletail Wealth Management, LLC, Pennsylvania Capital Management Inc /adv, Exchange Traded Concepts, Llc, J. Safra Sarasin Holding AG, Lifestyle Asset Management, Inc., Grandfield & Dodd, Llc, Valpey Financial Services, LLC, Bearing Point Capital, Llc, Schnieders Capital Management Llc, Evolution Wealth Management Inc., VeraBank, N.A., och Manning & Napier Advisors 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.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 3 441 | 0,38 | 379 | 18,87 | ||||
| 2025-08-14 | 13F | Avid Wealth Partners LLC | 118 943 | 11,13 | 13 096 | 31,81 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 64 188 | 3,50 | 7 435 | 31,76 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 3 173 | 0,09 | 349 | 18,71 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 5 297 | 0,13 | 583 | 18,74 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 51 917 | 3,39 | 5 716 | 22,63 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 275 590 | 0,41 | 30 342 | 19,10 | ||||
| 2025-08-14 | 13F | Private Wealth Advisors, LLC | 71 295 | 0,01 | 7 850 | 18,62 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18 901 | 1,94 | 2 081 | 20,92 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 30 026 | 0,15 | 3 306 | 18,76 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2 835 | 312 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 31 032 | 253,04 | 3 417 | 319,14 | ||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 78 614 | 0,61 | 8 655 | 19,33 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 8 485 | 11,92 | 934 | 32,86 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 31 307 | 1,86 | 3 448 | 20,82 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 3 556 | 13,25 | 392 | 34,36 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 94 664 | 2,17 | 10 422 | 21,17 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29 799 | 7,94 | 3 281 | 28,02 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 51 455 | 15,56 | 5 665 | 37,07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 259 097 | 30,52 | 29 | 55,56 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 2 540 | 280 | ||||||
| 2025-08-15 | 13F | Truefg, Llc | 4 437 | 0,02 | 488 | 18,73 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 13 854 | 0,01 | 1 525 | 18,68 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2 342 | 2,99 | 258 | 21,80 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 26 117 | 57,57 | 2 875 | 86,93 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 5 239 | 0,11 | 577 | 18,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 710 137 | 11,94 | 78 186 | 32,76 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 13 121 | 0,11 | 1 445 | 18,75 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 8 | 1 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 2 105 | 6,31 | 195 | −2,99 | ||||
| 2025-07-28 | 13F | Sagace Wealth Management LLC | 2 995 | 7,31 | 330 | 27,03 | ||||
| 2025-07-29 | 13F | Northeast Investment Management | 2 004 | 221 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 279 731 | 0,09 | 30 798 | 18,71 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 34 915 | 0,58 | 3 844 | 19,30 | ||||
| 2025-03-11 | 13F | Anchor Pointe Wealth Management, LLC | 23 334 | 2 390 | ||||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 250 770 | 2,84 | 27 610 | 22,02 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 757 | 0,13 | 83 | 18,57 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 4 277 | 0,07 | 471 | 18,69 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 2 588 | 285 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 258 099 | 48,04 | 28 417 | 75,58 | ||||
| 2025-08-11 | 13F | Copperleaf Capital, LLC | 51 678 | 0,95 | 5 690 | 19,72 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 198 742 | 12,50 | 21 881 | 33,43 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 4 923 | 5,17 | 457 | −3,79 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 92 389 | 22,55 | 8 620 | 13,06 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 14 166 | 0,25 | 1 560 | 18,92 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 95 473 | 13,55 | 10 512 | 34,69 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 405 | 5,51 | 1 146 | 25,14 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 26 052 | 3,43 | 2 967 | 26,90 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 7 347 | 10,35 | 809 | 30,74 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 5 509 | 28,84 | 607 | 53,03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 615 606 | 1,47 | 68 209 | 21,11 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 78 634 | 4,25 | 8 658 | 23,65 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 935 | 212 | ||||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 510 | 1,30 | 497 | 20,10 | ||||
| 2025-05-13 | 13F | Watts Gwilliam & Co., LLC | 127 678 | 6,92 | 11 852 | −3,08 | ||||
| 2025-07-23 | 13F | Foundation Wealth Management, LLC | 363 453 | 1,18 | 40 015 | 20,00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 30 150 | 15,16 | 3 320 | 36,58 | ||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 21 262 | 1,76 | 2 341 | 20,68 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 2 728 | 12,08 | 300 | 33,33 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 291 567 | 1,14 | 32 102 | 19,95 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 17 680 | 175,09 | 708 | 18,62 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 61 690 | 6 792 | ||||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 42 733 | 82,42 | 4 705 | 116,38 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 2 414 | 0,25 | 266 | 18,83 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 2 813 | 2,07 | 310 | 21,18 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 18 377 | 7,66 | 2 023 | 27,71 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 5 450 | 600 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 6 218 | 633,25 | 685 | 776,92 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 40 423 | 47,18 | 4 451 | 74,58 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 476 097 | 5,72 | 52 418 | 25,39 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 92 691 | 38,08 | 10 205 | 63,78 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 270 | 30 | ||||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 27 636 | 3 043 | ||||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 31 442 | 9,74 | 3 462 | 30,16 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 78 210 | 69,64 | 8 611 | 101,22 | ||||
| 2025-08-14 | 13F | Betterment LLC | 11 795 | 15,14 | 1 | |||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 32 444 | 1,86 | 3 572 | 20,84 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 5 716 | 0,05 | 629 | 18,68 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 20 646 | 11,32 | 2 273 | 32,07 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 9 009 | 31,71 | 992 | 56,31 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 6 780 | 19,56 | 746 | 41,83 | ||||
| 2025-08-08 | 13F | Ironwood Investment Counsel, LLC | 9 136 | 16,35 | 1 006 | 38,05 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 2 656 | 292 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1 373 | 0,07 | 151 | 18,90 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 18 170 | 3,56 | 1 687 | −5,33 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 2 827 | 311 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 1 958 | 216 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 1 992 | 219 | ||||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 7 143 | 0,11 | 786 | 18,73 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 457 | 50 | ||||||
| 2025-07-15 | 13F | Bank Of Stockton | 10 395 | 40,85 | 1 144 | 67,01 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 7 157 | 0,11 | 788 | 18,70 | ||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 6 476 | 0,20 | 713 | 18,05 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 45 098 | 0,00 | 4 965 | 18,61 | ||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 3 201 | 1,55 | 352 | 26,62 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 2 041 | 225 | ||||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 103 618 | 30,58 | 11 408 | 54,87 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 2 034 | 224 | ||||||
| 2025-08-26 | NP | GLBIX - Leuthold Global Fund Institutional Class | Short | −641 | −36,03 | −71 | −24,73 | |||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 97 490 | 3,60 | 10 734 | 22,87 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 143 948 | 25,29 | 15 849 | 48,60 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 1 931 | 213 | ||||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 2 827 | 311 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 1 991 | 219 | ||||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 23 729 | 4,13 | 2 613 | 23,50 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8 866 | 19,47 | 976 | 41,86 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 5 786 | 637 | ||||||
| 2025-08-12 | 13F | Heritage Trust Co | 37 741 | 1,07 | 4 155 | 19,88 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 1 137 915 | 0,63 | 125 284 | 19,35 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 12 170 | 5,70 | 1 340 | 25,37 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 1 841 | 203 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3 599 847 | 1,88 | 396 | 21,10 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 28 005 | 3,88 | 3 083 | 23,22 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 74 | 8 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 800 | 19,40 | 0 | |||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 1 853 | 204 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 17 997 | 166,46 | 1 971 | 215,20 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 20 338 | 435,63 | 2 239 | 536,08 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 13 675 | 0,12 | 1 506 | 18,78 | ||||
| 2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 100 205 | 15,98 | 11 033 | 37,56 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 11 019 | 0,05 | 1 213 | 18,69 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 7 765 | 0,05 | 855 | 18,61 | ||||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 3 109 | 4,33 | 342 | 23,91 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 97 553 | 4,50 | 10 741 | 23,93 | ||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 2 063 | 227 | ||||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 1 995 | 220 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 773 788 | 2,10 | 85 194 | 21,10 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 23 769 | 84,46 | 2 617 | 118,73 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 34 297 | 0,03 | 3 776 | 18,67 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 2 570 | 283 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 60 403 | 0,81 | 6 650 | 19,58 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 5 721 | 0,05 | 630 | 18,68 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 51 920 | 5 716 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 112 218 | 4,20 | 12 333 | 29,44 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 277 | 18,45 | ||||||
| 2025-07-17 | 13F | City Holding Co | 8 967 | 2,61 | 987 | 21,70 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 21 222 | 0,02 | 2 337 | 18,64 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 79 607 | 6,74 | 8 765 | 26,59 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4 694 | 59,44 | 517 | 89,01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 62 500 | 10,23 | 6 881 | 30,74 | |||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 471 | 0,21 | 52 | 23,81 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 9 580 | 55,02 | 1 055 | 83,94 | ||||
| 2025-08-28 | NP | New Age Alpha Variable Funds Trust - NAA LARGE GROWTH SERIES | 5 291 | 51,21 | 583 | 79,63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 77 300 | 35,38 | 8 511 | 60,57 | |||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 1 898 | 209 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 672 | 735 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5 568 243 | 1,39 | 613 064 | 20,26 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 97 659 | 193,91 | 10 752 | 248,64 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 38 834 | 3,54 | 4 276 | 22,81 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 15 086 | 0,03 | 1 661 | 18,66 | ||||
| 2025-08-14 | 13F | Principal Street Partners, LLC | 703 346 | 100,18 | 77 438 | 137,42 | ||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 26 099 | 4,11 | 2 873 | 23,46 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 230 405 | 3,51 | 25 368 | 22,77 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 2 190 | 0,05 | 241 | 18,72 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 5 517 | 56,56 | 607 | 85,63 | ||||
| 2025-08-26 | NP | GRZZX - Leuthold Grizzly Short Fund | Short | −22 820 | −41,26 | −2 512 | −30,34 | |||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 770 011 | 11 334,67 | 7 | −99,04 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 80 345 | 3,52 | 8 846 | 22,79 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 3 403 | 56,53 | 0 | |||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 8 880 | 5,94 | 978 | 25,58 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 11 894 | 187,50 | 1 310 | 240,89 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 4 632 | 510 | ||||||
| 2025-08-14 | 13F | First Foundation Advisors | 50 876 | 51,95 | 5 601 | 80,21 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 346 | 19,81 | 1 | |||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 10 669 | 54,51 | 1 175 | 83,44 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 51 561 | 0,59 | 5 677 | 19,29 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 8 357 | 101,23 | 920 | 138,96 | ||||
| 2025-08-12 | 13F | Trexquant Investment LP | 3 207 | 353 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 333 902 | 0,42 | 367 | 19,16 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 310 985 | 94,54 | 34 239 | 130,74 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 2 045 | 225 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 3 999 | 440 | ||||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 9 219 | 0,09 | 1 | |||||
| 2025-07-22 | 13F | SOL Capital Management CO | 12 774 | 1,11 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Rathbone Brothers plc | 16 500 | 1 817 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 30 200 | 3 325 | ||||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 2 360 | 260 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 20 366 | 165,11 | 2 275 | 234,07 | ||||
| 2025-08-12 | 13F | Palisades Hudson Asset Management, L.P. | 2 010 | 0 | ||||||
| 2025-08-04 | 13F | AMG National Trust Bank | 27 319 | 1,22 | 3 008 | 20,04 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 8 449 | 16,47 | 930 | 38,19 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 18 718 | 4,90 | 2 061 | 24,40 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2 021 | 223 | ||||||
| 2025-08-11 | 13F | Eq Llc | 148 854 | 346,07 | 16 389 | 429,16 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 55 458 | 6 106 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 451 445 | 10,68 | 49 704 | 31,27 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 182 | 20 | ||||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 11 446 | 59,64 | 1 260 | 89,47 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 6 247 | 3,74 | 688 | 20,74 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 8 805 | 15,16 | 969 | 36,67 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 22 243 | 73,72 | 2 449 | 106,06 | ||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG BR Equity ESG Strategy Fund Class R Shares | 396 123 | 7,64 | 37 493 | −2,22 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 2 314 | 0,13 | 255 | 18,69 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 55 212 | 17,76 | 6 082 | 39,70 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 20 297 | 1,52 | 2 235 | 20,37 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 19 063 | 2,95 | 2 099 | 22,12 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 12 323 | 20,60 | 1 357 | 43,90 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 14 712 | 0,02 | 1 620 | 18,61 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 3 290 | 11,07 | 362 | 32,12 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7 495 | 1,83 | 825 | 20,79 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 377 513 | 0,99 | 41 564 | 19,78 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 97 209 | 10,09 | 10 703 | 30,58 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 18 600 | 192 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 34 238 | 5,86 | 3 770 | 25,55 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 4 383 | 483 | ||||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 2 373 | 241 | ||||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 2 340 | 258 | ||||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 10 743 | 5,27 | 1 183 | 24,92 | ||||
| 2025-07-10 | 13F | Polianta Ltd | 77 900 | 9 | ||||||
| 2025-08-07 | 13F | Arbor Trust Wealth Advisors, Llc | 3 501 | 0,11 | 385 | 18,83 | ||||
| 2025-07-29 | 13F | SAM Advisors, LLC | 2 567 | 283 | ||||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 625 | 13,64 | 69 | 33,33 | ||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 3 390 | 23,14 | 373 | 46,27 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 1 150 | 80,25 | 0 | |||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 1 919 | 216 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 1 590 498 | 2 292 | ||||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 23 851 | 0,11 | 2 626 | 18,72 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 6 120 | 0,07 | 674 | 18,69 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 53 522 | 12,07 | 5 893 | 32,91 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 9 246 | 61,33 | 1 018 | 91,35 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 2 007 | 221 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 5 054 | 6,40 | 556 | 26,36 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 16 698 | 29,02 | 1 838 | 53,04 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 4 084 | 0,39 | 450 | 19,10 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 2 192 | 241 | ||||||
| 2025-07-14 | 13F | Enzi Wealth | 5 244 | 0,88 | 581 | 20,33 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 73 568 | 3,08 | 8 100 | 22,25 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 193 687 | 1 093,98 | 23 892 | 1 487,44 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 112 | 12 | ||||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 24 669 | 87,24 | 2 716 | 122,08 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 245 528 | 6,16 | 27 033 | 25,91 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 17 729 | 162,85 | 1 952 | 211,66 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 27 414 | 0,38 | 3 018 | 19,05 | ||||
| 2025-08-14 | 13F | Comerica Bank | 985 456 | 0,05 | 108 499 | 18,66 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 12 117 | 21,06 | 1 334 | 43,60 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 9 592 | 1 056 | ||||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 40 490 | 7,01 | 4 458 | 26,91 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 3 604 | 397 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 2 781 | 282 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 29 667 | 31,15 | 3 | 50,00 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 423 | 655,36 | 47 | 820,00 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 31 231 | 5,31 | 3 439 | 24,93 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 32 060 | 5,78 | 3 530 | 25,45 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 6 003 | 25,32 | 661 | 48,65 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 2 274 | 0,04 | 250 | 19,05 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 341 | 42,48 | 258 | 69,08 | ||||
| 2025-07-31 | 13F | Forte Asset Management Llc | 11 750 | 34,29 | 1 294 | 59,24 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 341 181 | 0,66 | 37 564 | 19,39 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 3 230 | 6,81 | 356 | 26,79 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 3 468 | 0,12 | 382 | 18,69 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 7 657 | 0,12 | 843 | 18,90 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 15 547 | 1,05 | 1 712 | 19,82 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 2 425 | 0,08 | 269 | 28,85 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 31 310 | 38,07 | 3 455 | 64,13 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 3 119 | 0,03 | 343 | 18,69 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 151 595 | 3,47 | 16 691 | 22,72 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 90 651 | 7,29 | 9 981 | 27,25 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 1 948 | 214 | ||||||
| 2025-07-23 | 13F | Lansing Street Advisors | 112 782 | 6,27 | 12 417 | 26,05 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 2 088 | 230 | ||||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 2 002 | 10,91 | 220 | 31,74 | ||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 10 342 | 1 139 | ||||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 116 833 | 4 219,15 | 12 863 | 5 024,70 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6 358 | 7,64 | 700 | 27,74 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 497 | 11,69 | 55 | 31,71 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3 493 | 51,47 | 385 | 79,44 | ||||
| 2025-08-05 | 13F | ADG Wealth Management Group, LLC | 243 373 | 18,20 | 26 795 | 40,19 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 1 829 233 | 13,19 | 201 399 | 34,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 914 023 | 0,74 | 100 634 | 19,48 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 3 282 | 27,60 | 361 | 51,68 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 3 969 | 0,28 | 437 | 18,80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 305 691 | 14,21 | 33 657 | 35,46 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 4 840 | 0,10 | 527 | 17,63 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 62 833 | 4,10 | 6 918 | 23,47 | ||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 8 477 | 2,53 | 933 | 21,64 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 43 682 | 12,52 | 4 809 | 33,47 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 74 867 | 2,61 | 8 243 | 21,69 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 7 109 | 0,04 | 783 | 18,66 | ||||
| 2025-07-23 | 13F | Stonegate Investment Group, LLC | 1 838 | 202 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 134 700 | 9,96 | 14 830 | 30,42 | |||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 1 827 | 203 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 188 | 9,70 | 351 | 30,48 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 79 900 | 0,08 | 8 797 | 18,70 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 31 834 | 15,36 | 3 505 | 36,82 | ||||
| 2025-07-17 | 13F | Baron Silver Stevens Financial Advisors, Llc | 2 851 | 314 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 770 | 14,39 | 543 | 34,41 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 15 422 | 0,92 | 1 698 | 19,75 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 875 636 | 5,43 | 206 508 | 25,05 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 2 574 | 18,84 | 283 | 40,80 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 070 | 0,97 | 2 320 | 19,72 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 555 | 15,38 | 61 | 38,64 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 028 | 7,38 | 774 | 27,35 | ||||
| 2025-07-14 | 13F | Abacus Wealth Partners, LLC | 1 880 | 207 | ||||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 53 857 | 1,93 | 5 930 | 20,88 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 2 786 865 | 0,29 | 306 834 | 18,95 | ||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 121 681 | 0,01 | 13 397 | 18,62 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 5 050 | 25,78 | 1 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 820 | 0,12 | 90 | 18,42 | ||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 331 | 36 | ||||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 3 827 | 6,75 | 421 | 26,81 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 47 773 | 2,30 | 5 260 | 21,31 | ||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 1 933 | 213 | ||||||
| 2025-07-30 | 13F | Atlantic Edge Private Wealth Management, LLC | 69 000 | 348,58 | 7 597 | 432,31 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 6 283 | 18,97 | 692 | 41,02 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13 125 | 141,58 | 1 445 | 174,71 | ||||
| 2025-08-12 | 13F | New World Advisors LLC | 4 474 | 493 | ||||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 12 810 | 10,48 | 1 410 | 31,04 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 2 485 | 274 | ||||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 5 784 | 637 | ||||||
| 2025-07-10 | 13F | Three Seasons Wealth, LLC | 283 996 | 9,83 | 31 268 | 30,26 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 579 | 6,24 | 64 | 14,55 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 3 170 | 1,31 | 349 | 20,00 | ||||
| 2025-07-31 | 13F | United Community Bank | 5 197 | 60,60 | 572 | 90,67 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 29 132 | 5,29 | 3 207 | 24,88 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 14 696 | 0,01 | 1 618 | 18,62 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 16 618 | 9,57 | 1 830 | 29,99 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 17 044 | 2,90 | 1 877 | 22,06 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 6 612 | 166,29 | 728 | 216,09 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 16 509 | 0,01 | 1 818 | 18,60 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 1 088 | 3 526,67 | 120 | 5 850,00 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 3 592 | 0,06 | 396 | 18,62 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 7 906 | 0,03 | 870 | 18,69 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 40 449 | 0,50 | 3 735 | −8,61 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1 267 831 | 84,75 | 139 588 | 119,13 | ||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 2 100 | 231 | ||||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 110 402 | 1,84 | 12 031 | 19,56 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 22 683 | 9,54 | 2 497 | 29,92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 30 919 | 1,74 | 3 404 | 20,67 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 30 828 | 139,79 | 3 394 | 184,49 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 15 660 | 1,44 | 1 724 | 20,31 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 65 517 | 2,46 | 7 213 | 21,51 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 248 604 | 65,98 | 27 | 107,69 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 7 334 | 6,09 | 807 | 25,90 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 691 656 | 4,13 | 76 151 | 23,50 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 31 455 | 330,18 | 3 581 | 438,50 | ||||
| 2025-07-29 | 13F | Chevy Chase Trust Holdings, Inc. | 2 289 | 1,28 | 252 | 20,57 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 19 053 | 258,07 | 2 098 | 325,35 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 26 076 | 33,93 | 2 871 | 58,83 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 125 | 14 | ||||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 141 | 193,75 | 16 | 300,00 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 10 069 | 0,02 | 1 109 | 18,63 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 1 082 937 | 0,67 | 119 231 | 19,40 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 2 638 | 1,85 | 290 | 20,83 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 4 952 | 2,40 | 545 | 21,65 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 56 976 | 5,26 | 6 273 | 24,86 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 1 847 | 203 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 7 417 | 5,18 | 817 | 24,77 | ||||
| 2025-08-14 | 13F | Cobler Capital Management, LLC | 1 804 | 527 | ||||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 2 741 | 3,39 | 302 | 22,36 | ||||
| 2025-08-26 | NP | LCORX - Leuthold Core Investment Fund Retail Class | Short | −35 341 | −36,07 | −3 891 | −24,17 | |||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 705 | 10,53 | 408 | 19,71 | ||||
| 2025-08-07 | 13F | Apeiron RIA LLC | 82 846 | 8,05 | 9 121 | 28,16 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 52 872 | 6,65 | 4 908 | −2,48 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 51 631 | 5 685 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 4 387 | 2 093,50 | 483 | 2 583,33 | ||||
| 2025-07-10 | 13F | Security National Bank | 14 730 | 35,99 | 1 622 | 61,29 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 88 328 | 2,33 | 9 725 | 21,35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 214 890 | 2,16 | 23 659 | 21,17 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 12 825 | 1 478 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 20 365 | 0,17 | 2 242 | 18,81 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 44 590 | 10,99 | 4 909 | 31,64 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 9 500 | 1 040 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 137 853 | 6,50 | 15 696 | 28,85 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 2 192 | 241 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3 171 | 349 | ||||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 16 035 | 0,31 | 2 | 0,00 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 170 294 | 2,80 | 18 749 | 21,92 | ||||
| 2025-07-07 | 13F | First Citizens Financial Corp | 15 715 | 7,83 | 1 730 | 27,96 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 1 263 378 | 1,12 | 139 098 | 19,93 | ||||
| 2025-07-24 | 13F | Lee Financial Co | 364 405 | 2,02 | 40 121 | 21,00 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 248 802 | 17,82 | 27 393 | 39,74 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 54 753 | 6,97 | 6 028 | 26,88 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 113 773 | 75,18 | 12 526 | 107,80 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 176 485 | 11,65 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 5 414 | 58,72 | 596 | 88,61 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 3 237 | 10,40 | 356 | 30,88 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3 950 | 0,87 | 435 | 19,56 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 36 678 | 4 038 | ||||||
| 2025-08-14 | 13F | Waters Parkerson & Co., Llc | 44 750 | 17,76 | 4 927 | 39,67 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8 499 823 | 6,89 | 935 874 | 26,77 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 3 601 | 0,08 | 396 | 18,56 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 143 761 | 12,84 | 15 828 | 33,84 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 9 022 | 8,48 | 993 | 28,63 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 12 244 | 28,05 | 1 348 | 51,97 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 2 925 | 16,81 | 322 | 38,79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 254 899 | 1,83 | 28 064 | 20,78 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 567 | 268,18 | 62 | 342,86 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 5 992 | 13,38 | 660 | 34,49 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 807 | 9,11 | 639 | 29,35 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 398 | 11,80 | 44 | 30,30 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 216 246 | 0,98 | 23 809 | 19,76 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 3 209 | 0,09 | 353 | 18,86 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 241 360 | 32,05 | 26 574 | 43,20 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 6 235 | 7,48 | 687 | 27,51 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6 445 | 3,07 | 710 | 22,24 | ||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 155 540 | 0,75 | 17 125 | 19,50 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 131 | 124 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 149 419 | 13,88 | 16 451 | 35,08 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 2 200 | 0 | ||||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 506 561 | 1,10 | 55 772 | 19,91 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 264 657 | 6,59 | 29 139 | 26,42 | ||||
| 2025-07-01 | 13F | BancFirst Trust & Investment Management | 1 896 | 208 | ||||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 395 | 355 | ||||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 8 955 | 76,98 | 986 | 110,02 | ||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 9 393 | 1 034 | ||||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 276 164 | 7,20 | 30 406 | 27,15 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 2 146 | 236 | ||||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 46 680 | 4 841 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 13 973 | 21,59 | 1 538 | 44,28 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 26 691 | 1,22 | 2 939 | 20,07 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 5 247 | 578 | ||||||
| 2025-07-22 | 13F | Gutierrez Wealth Advisory, LLC | 5 467 | 78,37 | 602 | 111,62 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 2 136 | 235 | ||||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 2 405 | 3,57 | 265 | 22,79 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 5 383 | 11,36 | 593 | 32,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 15 574 920 | 0,25 | 1 714 799 | 18,91 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 4 724 | 0,08 | 520 | 18,72 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9 958 | 1 096 | ||||||
| 2025-07-31 | 13F | Asset Management One Co., Ltd. | 167 800 | 18 475 | ||||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 3 386 | 4,25 | 373 | 23,59 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 7 857 | 22,65 | 865 | 45,62 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 25 104 | 15,93 | 2 764 | 37,46 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 22 512 | 0,21 | 2 479 | 18,85 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 65 | 96,97 | 7 | 133,33 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 073 | 559 | ||||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 292 743 | 7,89 | 32 231 | 27,96 | ||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 34 026 | 0,64 | 3 746 | 19,38 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 13 997 | 8,99 | 1 541 | 29,28 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2 065 099 | 4,14 | 227 122 | 23,35 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 46 875 | 0,26 | 5 161 | 18,89 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 32 416 | 1,03 | 3 569 | 19,85 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 11 432 | 20,51 | 1 259 | 42,95 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 325 | 0 | ||||||
| 2025-07-18 | 13F | BCU Wealth Advisors, LLC | 32 440 | 10,09 | 3 572 | 30,57 | ||||
| 2025-07-17 | 13F | Covenant Asset Management, LLC | 1 914 | 211 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 9 032 | 994 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4 916 | 541 | ||||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 8 430 | 928 | ||||||
| 2025-08-12 | 13F | Prudential Plc | 8 700 | 958 | ||||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 47 520 | 7,78 | 5 232 | 27,83 | ||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 1 907 | 210 | ||||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 14 768 | 42,48 | 1 681 | 79,59 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 2 072 | 228 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 228 650 | 1,67 | 25 174 | 20,58 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 8 771 | 12,20 | 966 | 33,10 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 25 835 | 65,77 | 2 844 | 96,68 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 68 138 | 0,64 | 7 502 | 19,36 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 15 356 | 163,80 | 1 673 | 207,54 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 27 572 | 14,85 | 3 036 | 36,22 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 4 449 | 0,11 | 490 | 18,69 | ||||
| 2025-08-04 | 13F | BLB&B Advisors, LLC | 2 494 | 0,08 | 275 | 18,61 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 2 801 | 15,74 | 308 | 37,50 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 57 924 | 0,66 | 6 377 | 19,40 | ||||
| 2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 1 708 995 | 329,47 | 188 160 | 409,37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2 217 | 0 | ||||||
| 2025-07-09 | 13F | Baron Wealth Management LLC | 28 784 | 0,09 | 3 169 | 18,73 | ||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 2 581 | 0,08 | 284 | 18,83 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 35 534 | 6,94 | 3 912 | 26,85 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 87 279 | 1,31 | 8 102 | −7,36 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 2 827 | 293 | ||||||
| 2025-07-24 | 13F | MA Private Wealth | 391 480 | 19,17 | 43 102 | 41,33 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 10 695 | 0,27 | 1 178 | 18,89 | ||||
| 2025-08-13 | 13F | Solidarilty Wealth, LLC | 1 850 | 204 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 180 858 | 1,38 | 18 362 | 10,89 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 54 546 | 21,68 | 6 006 | 42,98 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 13 174 | 3,29 | 1 450 | 22,57 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 391 | 0,26 | 43 | 16,67 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 221 662 | 0,83 | 24 405 | 19,59 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 4 867 | 536 | ||||||
| 2025-07-17 | 13F | KWB Wealth | 9 711 | 0,02 | 901 | −8,53 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 2 040 | 225 | ||||||
| 2025-08-06 | 13F | Florin Court Capital LLP | 73 400 | 3,38 | 8 081 | 22,63 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 19 786 | 16,05 | 2 178 | 37,67 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 2 153 | 237 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 38 509 | 1,86 | 4 240 | 20,80 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. Et Al | 8 078 | 0,97 | 889 | 19,81 | ||||
| 2025-07-24 | 13F | Conning Inc. | 86 310 | 94,37 | 9 503 | 130,52 | ||||
| 2025-08-12 | 13F | GDS Wealth Management | 7 498 | 7,04 | 826 | 26,92 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 29 875 | 53,99 | 3 289 | 82,62 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 6 536 | 24,52 | 720 | 47,64 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 6 729 | 14,56 | 625 | 4,70 | ||||
| 2025-04-15 | 13F | Transform Wealth, LLC | 291 475 | 39,66 | 27 058 | 27,69 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 118 929 | 4,19 | 13 094 | 23,57 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 1 994 | 219 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 3 613 | 398 | ||||||
| 2025-05-28 | NP | MASFX - Litman Gregory Masters Alternative Strategies Fund Institutional Class | Short | −20 | −2 | |||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 13 350 | 26,48 | 1 470 | 50,05 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 25 401 | 6,21 | 2 797 | 25,95 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 3 164 | 0,70 | 348 | 22,11 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 7 645 | 6,18 | 844 | 26,35 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 3 744 | 27,61 | 412 | 51,47 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 1 603 | 0,12 | 176 | 18,92 | ||||
| 2025-06-26 | NP | DWAT - Arrow DWA Tactical ETF | 3 053 | 9,62 | 289 | −0,69 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 228 223 | 11,60 | 25 127 | 32,37 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 17 451 | 27,24 | 1 921 | 50,90 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2 369 | 0,04 | 261 | 18,72 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 1 860 | 205 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 655 | 292 | ||||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 859 735 | 1,67 | 94 657 | 20,58 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 1 860 | 205 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 3 198 | 1 986 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 8 990 | 5,27 | 990 | 24,87 | ||||
| 2025-08-14 | 13F | NorthLanding Financial Partners, LLC | 9 068 | 0,09 | 998 | 18,67 | ||||
| 2025-07-29 | 13F | Stordahl Capital Management, Inc. | 49 231 | 0,00 | 5 420 | 18,63 | ||||
| 2025-08-12 | 13F | Barings Llc | 244 432 | 644,06 | 26 912 | 782,62 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 12 200 | 234,52 | 1 343 | 297,34 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 13 492 | 0,01 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 21 258 | 0,83 | 2 341 | 19,51 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 4 990 | 52,13 | 549 | 80,59 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3 418 138 | 6,39 | 376 337 | 26,18 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 8 808 | 1,83 | 1 006 | 25,44 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 5 196 | 16,32 | 572 | 38,50 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 1 861 | 205 | ||||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 18 505 | 0,02 | 2 037 | 18,64 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2 157 | 237 | ||||||
| 2025-07-16 | 13F | Novem Group | 9 396 | 300,51 | 1 034 | 376,50 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 101 214 | 2,73 | 11 144 | 21,83 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 288 427 | 21,09 | 31 756 | 43,61 | ||||
| 2025-09-03 | 13F | American Trust | 11 366 | 1 251 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 1 292 | 142 | ||||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 4 418 | 0,55 | 486 | 19,41 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 40 539 | 32,95 | 4 463 | 57,70 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10 628 | 75,87 | 1 170 | 108,93 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 50 753 | 143,06 | 5 588 | 188,29 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 19 682 | 54,98 | 2 167 | 83,87 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 602 015 | 5,22 | 66 282 | 24,79 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 11 641 | 1,00 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 19 979 | 5,38 | 2 | 100,00 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 90 280 | 903,89 | 9 940 | 1 091,73 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 1 063 | 0,09 | 117 | 19,39 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 108 028 | 0,11 | 11 894 | 18,73 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 409 | 0,27 | 706 | 18,89 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 4 047 | 0,55 | 446 | 19,30 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 10 935 | 1,21 | 1 204 | 20,06 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 105 043 | 0,66 | 11 565 | 19,39 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 84 287 | 3,06 | 9 280 | 22,23 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 66 133 | 1,21 | 7 281 | 20,05 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 26 469 | 1,28 | 2 914 | 20,12 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 173 164 | 26,10 | 19 065 | 49,56 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 182 133 | 0,52 | 20 053 | 19,22 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 32 661 | 0,62 | 4 | 0,00 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 5 843 | 39,95 | 644 | 66,15 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 346 573 | 61,55 | 38 157 | 92,31 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 238 | 19,00 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 384 442 | 14,17 | 42 327 | 23,81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 240 326 | 572,22 | 26 460 | 697,47 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 12 445 | 0,05 | 1 419 | 22,96 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 30 844 | 67,22 | 3 396 | 98,31 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 114 092 | 5,88 | 122 662 | 25,58 | ||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 6 748 | 0,07 | 743 | 18,72 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 11 494 | 5,67 | 1 265 | 25,37 | ||||
| 2025-07-15 | 13F | Verum Partners LLC | 9 178 | 0,09 | 1 010 | 18,68 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 16 114 | 2,02 | 1 774 | 21,01 | ||||
| 2025-08-07 | 13F | Argent Advisors, Inc. | 13 337 | 2,11 | 1 468 | 21,12 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 164 057 | 5,44 | 18 063 | 25,06 | ||||
| 2025-07-18 | 13F | Childress Capital Advisors, Llc | 4 702 | 518 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 475 910 | 3,38 | 52 398 | 22,61 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 38 771 | 6,32 | 4 269 | 26,09 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 1 927 | 221 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 14 117 | 17,21 | 1 554 | 39,12 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 2 494 | 1,46 | 275 | 20,18 | ||||
| 2025-07-24 | 13F | Wealthstar Advisors, Llc | 4 541 | 109,75 | 500 | 149,50 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 55 458 | 6,20 | 6 106 | 25,95 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 33 994 243 | 3,20 | 3 742 766 | 22,40 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 142 314 | 12,23 | 16 257 | 36,23 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 9 725 | 13,03 | 1 071 | 34,09 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 2 137 | 235 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 22 271 | 8,78 | 2 452 | 29,05 | ||||
| 2025-07-14 | 13F | Friday Financial | 11 744 | 75,21 | 1 293 | 104,43 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 101 390 | 0,95 | 11 163 | 19,74 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 4 953 | 0,04 | 545 | 18,74 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 315 175 | 19,32 | 34 701 | 41,52 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 120 660 | 9,22 | 13 285 | 29,54 | ||||
| 2025-08-07 | 13F | 1st Source Bank | 14 852 | 20,36 | 1 635 | 42,79 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 8 833 | 0,01 | 973 | 18,68 | ||||
| 2025-08-12 | 13F | MWA Asset Management | 4 498 | 29,70 | 495 | 54,21 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 2 031 | 69,39 | 224 | 100,90 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 264 742 | 36,86 | 29 148 | 62,33 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 2 092 | 230 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 6 889 | 21,99 | 758 | 44,66 | ||||
| 2025-07-14 | 13F | E&G Advisors, LP | 1 840 | 203 | ||||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 5 277 | 6,71 | 581 | 26,58 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 18 003 | 142,27 | 1 982 | 187,66 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 066 510 | 14,99 | 117 423 | 36,39 | ||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 38 644 | 0,89 | 4 255 | 19,66 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 679 544 | 487,92 | 74 818 | 597,33 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1 936 | 213 | ||||||
| 2025-08-26 | NP | BlackRock Funds II - BLACKROCK 60/40 TARGET ALLOCATION FUND INSTITUTIONAL SHARES | 1 246 383 | 0,02 | 137 227 | 18,62 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 4 660 | 0,52 | 513 | 19,30 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 2 192 | 0,09 | 241 | 18,72 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 9 507 | 3,24 | 1 054 | 26,68 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11 629 | 1,41 | 1 280 | 20,30 | ||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 8 451 | 930 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 171 496 | 0,76 | 18 882 | 19,50 | ||||
| 2025-08-13 | 13F | Hsbc Holdings Plc | 241 400 | 47,34 | 26 578 | 74,76 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 2 749 | 0,11 | 303 | 18,90 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 8 828 | 0,87 | 972 | 19,70 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 91 594 | 770,17 | 10 085 | 932,14 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 11 639 | 1,08 | 1 326 | 24,06 | ||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 11 809 | 3,10 | 1 300 | 22,30 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 31 118 | 0,87 | 3 426 | 32,18 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 8 166 | 1,38 | 899 | 20,35 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 7 129 475 | 0,61 | 784 958 | 19,33 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 2 034 | 224 | ||||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 275 | 250 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 695 | 0 | ||||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 1 044 | 115 | ||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 5 059 | 557 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 10 744 | 0,69 | 1 183 | 19,39 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 663 805 | 1,99 | 73 343 | 21,39 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 9 232 | 40,73 | 1 016 | 67,11 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 83 032 | 8,14 | 9 142 | 28,26 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 196 354 | 19,00 | 21 619 | 41,14 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 2 844 | 7,73 | 313 | 27,76 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 2 351 | 259 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 1 972 | 217 | ||||||
| 2025-08-05 | 13F | Burney Co/ | 3 511 | 0,29 | 387 | 18,77 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 6 579 | 724 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 1 950 | 215 | ||||||
| 2025-07-23 | 13F | Equitable Trust Co | 7 565 | 39,45 | 833 | 65,41 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 2 748 | 0,07 | 303 | 18,90 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 3 442 | 18,28 | 379 | 40,00 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 5 692 | 627 | ||||||
| 2025-07-24 | 13F | MFA Wealth Services | 24 751 | 0,89 | 2 725 | 19,68 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 5 628 | 0,09 | 620 | 18,81 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 178 398 | 0,47 | 19 642 | 19,16 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 6 097 | 671 | ||||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 42 818 | 13,39 | 4 714 | 34,49 | ||||
| 2025-07-18 | 13F | Vicus Capital | 4 995 | 0,08 | 550 | 18,57 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 152 294 | 22,23 | 16 768 | 44,97 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 1 918 | 211 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 999 | 202,88 | 220 | 260,66 | ||||
| 2025-07-16 | 13F | Ascent Capital Management, LLC | 117 123 | 0,88 | 12 895 | 19,65 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 10 356 | 1 140 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 10 407 | 281,21 | 1 146 | 352,57 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 946 | 11,93 | 545 | 32,68 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 3 963 | 0,08 | 436 | 18,80 | ||||
| 2025-08-11 | 13F | Sofi Wealth, Llc | 1 934 851 | 4,19 | 213 027 | 23,58 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 4 876 | 537 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 869 187 | 49,58 | 95 698 | 77,41 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 11 561 | 15,12 | 1 273 | 36,48 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4 172 | 0,02 | 459 | 12,78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 15 651 | 5,46 | 1 723 | 25,13 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 12 079 | 21,02 | 1 330 | 43,52 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 48 576 | 0,10 | 5 348 | 18,74 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 581 186 | 0,01 | 63 989 | 18,61 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 400 | 44 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 36 349 | 81,09 | 4 002 | 114,81 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 18 568 | 103,91 | 2 044 | 141,89 | ||||
| 2025-07-15 | 13F | Kwmg, Llc | 244 848 | 1,02 | 26 958 | 19,82 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 3 091 | 340 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 347 | 148 | ||||||
| 2025-08-08 | 13F | Wealth Alliance | 222 982 | 15,40 | 24 550 | 36,88 | ||||
| 2025-08-07 | 13F | Davis R M Inc | 7 363 | 33,68 | 811 | 58,51 | ||||
| 2025-07-15 | 13F | Genesis Wealth Advisors, LLC | 5 162 | 8,81 | 568 | 29,09 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 7 139 | 0,01 | 786 | 17,14 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 6 840 | 3,87 | 635 | −5,09 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 7 406 | 5,00 | 815 | 24,62 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 40 877 | 0,00 | 4 501 | 18,61 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10 811 | 0,88 | 1 190 | 19,72 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 1 984 | 0 | ||||||
| 2025-08-07 | 13F | Tilson Financial Group, Inc. | 86 628 | 11,41 | 10 | 28,57 | ||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 2 622 | 8,17 | 289 | 28,00 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 58 867 | 1,24 | 6 481 | 20,09 | ||||
| 2025-08-08 | 13F | Horizon Family Wealth, Inc. | 101 059 | 3,26 | 11 127 | 22,47 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 3 154 | 0,06 | 347 | 18,84 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 763 497 | 44,21 | 84 061 | 71,04 | ||||
| 2025-07-22 | 13F | Kessler Investment Group, LLC | 12 609 | 1,87 | 1 388 | 20,80 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 2 921 | 0,62 | 322 | 19,33 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 67 704 | 342,42 | 7 454 | 424,93 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 4 370 | 5,79 | 481 | 25,59 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 80 794 | 22,74 | 8 895 | 45,58 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 44 479 | 16,42 | 4 897 | 38,10 | ||||
| 2025-07-29 | 13F | United Bank | 52 096 | 4,58 | 5 736 | 24,03 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 2 572 | 0,78 | 283 | 19,92 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 427 873 | 2,70 | 47 109 | 21,80 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 744 016 | 104,42 | 81 916 | 142,45 | ||||
| 2025-08-12 | 13F | South Plains Financial, Inc. | 13 365 | 1,14 | 1 471 | 19,98 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 12 691 | 114,01 | 1 397 | 154,00 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 1 171 070 | 8,19 | 128 935 | 28,31 | ||||
| 2025-08-14 | 13F | Stage Harbor Financial, Llc | 2 040 | 225 | ||||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 26 462 | 262,69 | 2 456 | 231,89 | ||||
| 2025-08-15 | 13F | Northeast Financial Consultants Inc | 54 330 | 0,22 | 5 982 | 18,86 | ||||
| 2025-08-13 | 13F | Royal Fund Management, LLC | 163 099 | 1 230,23 | 17 959 | 1 476,65 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 48 455 | 289,76 | 5 335 | 362,22 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 3 697 | 1,85 | 407 | 20,83 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 52 955 | 0,02 | 5 830 | 18,64 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 2 922 | 3,54 | 322 | 22,99 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 37 700 | 4 151 | ||||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 13 444 | 475,51 | 1 480 | 585,19 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 46 438 | 0,35 | 5 113 | 19,02 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 4 738 | 5,50 | 522 | 25,24 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 2 246 | 1,91 | 247 | 21,08 | ||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 4 814 | 2,69 | 530 | 21,84 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 106 080 | 632,34 | 11 679 | 768,97 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 362 641 | 0,68 | 39 927 | 19,41 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 3 365 | 378 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 11 982 | 207,94 | 1 319 | 265,37 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 197 037 | 0,63 | 21 694 | 19,35 | ||||
| 2025-08-14 | 13F | FIL Ltd | 3 401 028 | 374 453 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 175 | 8,84 | 460 | 28,93 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 26 799 | 1,36 | 2 951 | 20,21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 74 220 | 1,87 | 8 172 | 20,82 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 16 958 | 3,78 | 1 867 | 23,15 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 87 | 1,16 | 10 | 12,50 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 63 892 | 7,21 | 7 035 | 27,15 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 10 103 | 7,85 | 1 112 | 27,96 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 10 431 | 0,02 | 1 148 | 18,60 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 51 407 | 3,11 | 5 650 | 16,62 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17 688 | 64,45 | 1 947 | 95,09 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 10 027 | 1 104 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 414 | 1 367 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 519 | 51 800,00 | 57 | 9,62 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 30 700 | 127,41 | 3 380 | 169,75 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 32 756 | 3 606 | ||||||
| 2025-05-01 | 13F | Hughes Financial Services, LLC | 0 | 0 | ||||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 24 088 | 2,87 | 2 236 | −5,93 | ||||
| 2025-07-08 | 13F | TL Private Wealth | 10 320 | 0,33 | 1 137 | 33,18 | ||||
| 2025-07-31 | 13F | Cosner Financial Group, LLC | 66 291 | 7,39 | 7 299 | 27,36 | ||||
| 2025-07-16 | 13F | FORM Wealth Advisors, LLC | 30 453 | 3,41 | 3 353 | 22,65 | ||||
| 2025-07-09 | 13F | David J Yvars Group | 2 196 | 242 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 31 131 | 0,43 | 3 427 | 19,12 | ||||
| 2025-07-22 | 13F | Marks Group Wealth Management, Inc | 20 687 | 0,02 | 2 278 | 18,66 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 147 101 | 2,61 | 16 359 | 21,26 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 24 224 | 2,31 | 2 667 | 21,45 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 155 005 | 0,09 | 17 066 | 18,72 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 2 575 | 19,55 | 284 | 42,00 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 2 836 | 0,04 | 312 | 18,63 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 6 451 | 28,56 | 710 | 52,69 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 6 802 | 1,05 | 749 | 18,17 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 127 909 | 1,59 | 14 083 | 20,49 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 125 732 | 5,84 | 13 843 | 25,54 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 27 280 | 3,04 | 3 004 | 22,22 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 18 424 | 2 028 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 2 124 | 234 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 7 652 | 53,22 | 842 | 81,86 | ||||
| 2025-08-11 | 13F | New Age Alpha Advisors, LLC | 5 291 | 51,21 | 583 | 79,63 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 8 302 | 3,75 | 914 | 23,18 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 4 334 | 47,21 | 477 | 74,73 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 4 444 | 22,49 | 489 | 45,54 | ||||
| 2025-07-16 | 13F | Holland Advisory Services, Inc. | 4 080 | 0,10 | 449 | 18,78 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 16 877 | 3,65 | 1 858 | 23,05 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 16 981 | 0,53 | 1 870 | 19,20 |
