Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell 1000 Growth ETF inkluderar Midwest Trust Co, MXLGX - Great-West Large Cap Growth Fund Investor Class, B&D White Capital Company, LLC, Ryan Investment Management, Inc., Presper Financial Architects, LLC, Summit Wealth Group Llc / Co, Clarion Wealth Managment Partners, LLC, Fiduciary Wealth Partners, LLC, Woodline Partners LP, MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class, Tactive Advisors, LLC, Maseco Llp, October Effect Ltd, Miramar Fiduciary Corp, Crumly & Associates Inc., Harbor Asset Planning, Inc., Quantinno Capital Management LP, Strathmore Capital Advisors, Inc., Kesler, Norman & Wride, LLC, och Aufman Associates Inc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Coastline Trust Co | 2 910 | 10,52 | 1 236 | 30,00 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 178 959 | 0,32 | 66 274 | −6,08 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 904 | 0,11 | 384 | 17,48 | ||||
| 2025-08-01 | 13F | First National Trust Co | 9 793 | 13,34 | 4 158 | 33,28 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 15 590 | 5,80 | 6 619 | 24,39 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 218 309 | 5,62 | 92 690 | 24,19 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 19 821 | 0,65 | 8 416 | 18,35 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 539 | 229 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 150 | 64 | ||||||
| 2025-08-14 | 13F | Sentinel Wealth Management, Inc. | 1 373 | 1 | ||||||
| 2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 2 979 | 1,22 | 1 265 | 19,02 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 216 816 | 1,02 | 92 056 | 18,78 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 5 462 | 2 459 | ||||||
| 2025-04-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 509 | 1 111,90 | 201 | 1 328,57 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 1 191 | 0,17 | 506 | 17,72 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 495 | 210 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 6 396 | 98,70 | 3 | 100,00 | ||||
| 2025-07-23 | 13F | Clark & Stuart, Inc | 9 095 | 2,17 | 3 862 | 20,13 | ||||
| 2025-08-05 | 13F | AAFCPAs Wealth Management, LLC | 3 569 | 20,25 | 1 515 | 41,46 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 1 417 | 77,57 | 602 | 108,68 | ||||
| 2025-08-14 | 13F | ArrowMark Colorado Holdings LLC | 610 | 259 | ||||||
| 2025-08-08 | 13F | Biondo Investment Advisors, LLC | 6 941 | 0,90 | 2 947 | 18,69 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 9 117 | 0,42 | 3 871 | 18,06 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 956 | 345 | ||||||
| 2025-07-30 | 13F | Advantage Trust Co | 200 | 85 | ||||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 8 715 | 51,17 | 2 448 | 17,59 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 20 053 | 0,95 | 8 661 | 17,45 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 56 061 | 6,43 | 23 802 | 25,15 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 6 | 50,00 | 3 | 100,00 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 253 | 63,23 | 107 | 94,55 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 1 214 533 | 1,11 | 515 686 | 18,90 | ||||
| 2025-07-11 | 13F | Ttp Investments, Inc. | 502 | 213 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 204 300 | 319,51 | 86 742 | 393,27 | |||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 10 597 | 23,38 | 4 499 | 45,08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 84 127 | 35 719 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 94 287 | 7,98 | 40 | 29,03 | ||||
| 2025-07-30 | 13F | Citizens & Northern Corp | 2 136 | 0,95 | 907 | 18,59 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 525 | 223 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 9 977 | 1,53 | 4 236 | 19,39 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 443 | 5,86 | 5 708 | 24,47 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 58 225 | 1,53 | 24 721 | 19,38 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 3 343 | 2,51 | 1 419 | 20,56 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 26 | 11 | ||||||
| 2025-08-08 | 13F | Creative Planning | 467 125 | 0,97 | 198 332 | 18,73 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 520 | 221 | ||||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 115 114 | 0,08 | 48 875 | 17,68 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 6 981 | 36,67 | 2 964 | 60,68 | ||||
| 2025-08-07 | 13F | Future Fund LLC | 1 102 | 468 | ||||||
| 2025-07-24 | 13F | Baxter Bros Inc | 505 | 214 | ||||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 36 237 | 57,24 | 15 385 | 90,74 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 6 180 | 18,62 | 2 624 | 39,45 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 707 | 9,61 | 255 | −1,54 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 487 | 207 | ||||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 7 269 | 5,04 | 3 086 | 23,54 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 2 723 | 13,79 | 1 156 | 33,80 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 7 220 | 27,74 | 3 066 | 50,25 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 578 | 0,87 | 245 | 18,93 | ||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 135 310 | 7,64 | 57 450 | 26,57 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 5 954 | 1,33 | 2 528 | 19,14 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 105 008 | 244,19 | 44 601 | 304,68 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 873 | 371 | ||||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 138 | 59 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 3 901 | 17,85 | 1 656 | 38,58 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 1 448 | 615 | ||||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 52 | 19 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 6 548 | 5,80 | 2 780 | 24,44 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 759 | 2 | ||||||
| 2025-07-30 | 13F | ARK Investment Management LLC | 710 | 1 265,38 | 302 | 1 572,22 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 3 341 | 25,93 | 1 419 | 48,02 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 1 184 | 2,42 | 503 | 20,38 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 19 896 | 8,41 | 8 447 | 27,48 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 476 | 202 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 33 | 14 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 1 615 | 29,82 | 686 | 52,56 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 61 884 | 0,49 | 26 275 | 18,16 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 2 404 | 8,29 | 868 | −2,58 | ||||
| 2025-08-13 | 13F | Texas Capital Bancshares Inc/tx | 1 132 | 6,09 | 481 | 24,68 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 5 671 | 30,79 | 2 408 | 38,25 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 651 | 2,20 | 276 | 20,00 | ||||
| 2025-07-11 | 13F | Adirondack Trust Co | 10 136 | 6,67 | 4 303 | 25,45 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 496 | 211 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2 234 | 6,69 | 949 | 25,40 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 2 219 | 0,14 | 942 | 17,75 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 8 105 | 0,07 | 3 441 | 17,68 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 3 160 | 27,16 | 1 342 | 49,50 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 19 738 | 99,58 | 8 380 | 134,67 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 7 015 | 0,16 | 2 979 | 17,75 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 1 096 | 17,47 | 465 | 38,39 | ||||
| 2025-08-13 | 13F | Sanibel Captiva Trust Company, Inc. | 5 029 | 26,45 | 2 135 | 48,68 | ||||
| 2025-07-29 | 13F | Kondo Wealth Advisors, Inc. | 816 | 343 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 14 773 | 173,32 | 6 278 | 240,03 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 529 | 225 | ||||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 3 032 | 1,00 | 1 287 | 18,84 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 170 | 58,74 | 921 | 86,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 69 367 | 2,37 | 29 466 | 20,43 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 37 589 | 1,83 | 15 960 | 19,73 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 15 464 | 486,65 | 6 566 | 590,33 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 17 500 | 392,40 | 7 430 | 479,11 | ||||
| 2025-08-14 | 13F | Catalyst Financial Partners Llc | 867 | 368 | ||||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 482 | 20,20 | 205 | 41,67 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 530 | 225 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 14 673 | 32,50 | 6 230 | 55,76 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 540 | 229 | ||||||
| 2025-07-11 | 13F | Essex Savings Bank | 3 790 | 3,50 | 1 609 | 21,71 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 2 885 | 4,11 | 1 225 | 22,40 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 2 705 | 0,07 | 1 148 | 17,62 | ||||
| 2025-07-14 | 13F | Lakeshore Financial Planning, Inc. | 894 | 12,88 | 380 | 32,98 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 818 | 9,07 | 347 | 28,52 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 15 737 | 63,13 | 7 | 100,00 | ||||
| 2025-07-08 | 13F | Allen Mooney & Barnes Investment Advisors LLC | 1 353 | 0,07 | 574 | 17,62 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 3 724 | 3,24 | 1 581 | 21,43 | ||||
| 2025-08-04 | 13F | Golden Road Advisors Llc | 3 447 | 0,12 | 1 464 | 17,70 | ||||
| 2025-07-31 | 13F | Sharper & Granite LLC | 480 | 203 | ||||||
| 2025-08-21 | NP | MXEBX - Great-West Core Strategies: U.S. Equity Fund Institutional Class | 7 678 | 3 260 | ||||||
| 2025-08-08 | 13F | CFO4Life Group, LLC | 1 861 | 0,05 | 790 | 17,73 | ||||
| 2025-08-12 | 13F | Associated Banc-corp | 14 298 | 23,80 | 6 071 | 45,56 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 480 | 204 | ||||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 154 | 670,00 | 65 | 828,57 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 766 | 330,73 | 750 | 406,08 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 2 288 | 44,08 | 972 | 69,46 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 3 577 | 13,59 | 1 519 | 33,51 | ||||
| 2025-08-14 | 13F | Comerica Bank | 650 888 | 1,96 | 276 354 | 19,88 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 670 | 284 | ||||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 1 414 | 6,96 | 600 | 25,79 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 720 | 0,14 | 306 | 17,76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | Put | 2 400 | 1 019 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 1 812 | 770 | ||||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 188 677 | 2,25 | 80 108 | 20,23 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 525 | 223 | ||||||
| 2025-07-14 | 13F | Enzi Wealth | 505 | 216 | ||||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 110 | 254,84 | 47 | 318,18 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 383 | 163 | ||||||
| 2025-07-18 | 13F | Brookmont Capital Management | 3 852 | 0,18 | 1 635 | 17,80 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 665 839 | 4,40 | 282 702 | 22,75 | ||||
| 2025-08-05 | 13F | Dahring | Cusmano Llc | 899 | 0,11 | 382 | 17,59 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 593 | 0,17 | 252 | 17,84 | ||||
| 2025-08-12 | NP | KAGCX - Kensington Dynamic Growth Fund Class C Shares | 224 830 | 153,62 | 95 458 | 168,14 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3 112 830 | 0,44 | 1 321 645 | 18,10 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 2 036 | 0,05 | 864 | 17,71 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2 107 | 0,62 | 895 | 18,25 | ||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 2 242 | 11,21 | 952 | 30,81 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 674 902 | 5,21 | 711 129 | 23,71 | ||||
| 2025-08-11 | 13F | Harold Davidson & Associates Inc. | 647 | 275 | ||||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 109 126 | 2,87 | 46 333 | 20,95 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 4 313 | 618,83 | 1 819 | 741,67 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 59 | 25 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 6 554 | 0,09 | 2 783 | 17,68 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 9 548 | 18,49 | 4 054 | 39,33 | ||||
| 2025-07-28 | NP | VCBCX - Blue Chip Growth Fund | 25 008 | 16,12 | 9 989 | 17,53 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 69 420 | 62,14 | 29 475 | 90,65 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 673 593 | 4,26 | 285 994 | 22,59 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2 729 778 | 15,78 | 1 159 009 | 36,14 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 690 | 7,81 | 293 | 26,41 | ||||
| 2025-09-03 | 13F | Q3 Asset Management | 6 366 | 1,71 | 3 | 0,00 | ||||
| 2025-07-11 | 13F | First PREMIER Bank | 1 102 | 187,73 | 0 | |||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 45 129 | 46,02 | 19 272 | 70,09 | ||||
| 2025-07-17 | 13F | Moody Lynn & Lieberson, Llc | 7 666 | 900,78 | 3 255 | 1 078,99 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 4 755 | 1,15 | 2 019 | 18,92 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 46 557 | 9,48 | 19 767 | 37,92 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 489 415 | 6,38 | 1 481 536 | 25,09 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 2 087 | 0,10 | 886 | 13,30 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 392 067 | 5,37 | 166 464 | 23,90 | ||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 1 403 | 605 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 385 164 | 0,15 | 1 437 273 | 17,76 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 1 697 | 7,47 | 747 | 26,40 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 8 854 | 23,68 | 3 759 | 45,42 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 7 405 | 0,05 | 3 144 | 17,66 | ||||
| 2025-07-17 | 13F | Greenleaf Trust | 7 649 | 1,32 | 3 248 | 19,16 | ||||
| 2025-08-14 | 13F | Janus Henderson Group Plc | 12 044 | 1,25 | 5 114 | 19,07 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 829 | 352 | ||||||
| 2025-07-18 | 13F | Ami Asset Management Corp | 67 154 | 225,22 | 28 512 | 282,40 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 39 084 | 3,88 | 16 594 | 18,81 | ||||
| 2025-08-27 | NP | Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio | 150 588 | 0,31 | 63 937 | 17,95 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 973 | 217,20 | 712 | 185,94 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 543 | 231 | ||||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 22 995 | 10,29 | 9 763 | 29,67 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 20 010 | 55,56 | 8 496 | 82,92 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 40 602 | 530,56 | 17 239 | 641,42 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 5 296 | 2,08 | 2 248 | 20,02 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 21 318 | 2,86 | 9 051 | 20,95 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 1 332 | 12,50 | 566 | 32,32 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 270 073 | 1,53 | 114 667 | 19,39 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 494 | 210 | ||||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 3 651 | 0,08 | 1 550 | 17,69 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 610 | 259 | ||||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 1 193 | 8,75 | 507 | 27,78 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 81 818 | 1,42 | 34 738 | 19,26 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 54 260 | 14,45 | 23 038 | 34,57 | ||||
| 2025-08-13 | 13F | PineBridge Investments, L.P. | 848 | 360 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 22 261 | 1,56 | 9 451 | 19,41 | ||||
| 2025-08-11 | 13F | Actinver Wealth Management, Inc. | 789 | 17,24 | 335 | 37,45 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 3 852 | 7,15 | 1 635 | 25,96 | ||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 1 450 | 13,28 | 616 | 33,12 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 44 636 | 4,60 | 18 951 | 22,99 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 13 266 | 14,23 | 5 632 | 34,32 | ||||
| 2025-07-11 | 13F | Afg Fiduciary Services Limited Partnership | 538 | 226 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 1 019 | 5,93 | 433 | 11,92 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5 145 | 2,45 | 2 184 | 20,46 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 13 978 | 2,74 | 5 935 | 20,81 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 1 554 | 72,28 | 680 | 115,87 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 1 220 | 0,99 | 518 | 18,58 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 5 615 | 10,31 | 2 384 | 29,78 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 6 280 | 0,61 | 2 666 | 18,33 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 2 246 | 0,09 | 954 | 17,65 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 113 274 | 5,15 | 48 094 | 23,64 | ||||
| 2025-08-21 | NP | MXLGX - Great-West Large Cap Growth Fund Investor Class | 95 414 | 40 511 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 3 215 | 157,41 | 1 365 | 202,66 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 3 029 | 0,10 | 1 286 | 17,89 | ||||
| 2025-07-03 | 13F | Stairway Partners, LLC | 428 014 | 9,44 | 181 726 | 28,68 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 1 412 | 4,83 | 600 | 23,25 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 1 380 | 92,47 | 586 | 126,74 | ||||
| 2025-08-13 | 13F | Walleye Trading LLC | Put | 2 400 | 1 019 | |||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 12 218 | 5 187 | ||||||
| 2025-07-17 | 13F | First County Bank /CT/ | 983 | 0,20 | 417 | 17,80 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 29 785 | 36,70 | 12 646 | 60,73 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 378 | 55,45 | 1 434 | 82,91 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 46 214 | 0,70 | 19 622 | 18,41 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 5 297 | 20,47 | 2 249 | 41,71 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 4 795 | 26,22 | 2 036 | 48,43 | ||||
| 2025-08-08 | 13F | Arcadia Investment Management Corp/mi | 519 | 0,97 | 220 | 18,92 | ||||
| 2025-07-16 | 13F | Randolph Co Inc | 503 | 214 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 10 606 | 0,36 | 4 503 | 18,03 | ||||
| 2025-08-05 | 13F | Counterweight Ventures, LLC | 18 262 | 3,73 | 7 754 | 21,96 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 15 554 | 0,41 | 6 604 | 18,08 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3 405 | 32,34 | 1 446 | 55,54 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 653 | 7,05 | 277 | 25,91 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 835 | 0,12 | 355 | 17,61 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 58 215 | 0,94 | 24 717 | 18,68 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 69 | 60,47 | 29 | 93,33 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 5 033 | 43,27 | 2 137 | 68,45 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 8 630 | 27,62 | 3 664 | 50,10 | ||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 6 508 | 2,46 | 2 763 | 20,50 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 97 313 | 0,19 | 41 317 | 17,80 | ||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 11 755 | 0,08 | 4 991 | 17,66 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 37 059 | 0,88 | 15 735 | 18,61 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 8 059 | 0,49 | 3 422 | 18,13 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 6 872 | 2 918 | ||||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 791 | 32,27 | 336 | 55,81 | ||||
| 2025-07-02 | 13F | InvesTrust | 9 163 | 0,19 | 3 890 | 17,81 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 2 560 776 | 1,10 | 1 087 303 | 18,90 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 25 585 | 32,86 | 10 863 | 42,96 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 72 213 | 0,11 | 30 660 | 17,72 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 298 | 127 | ||||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 8 078 | 1,13 | 3 430 | 6,92 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 710 | 2,16 | 302 | 19,44 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 281 103 | 3,93 | 119 351 | 26,25 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 528 | 224 | ||||||
| 2025-08-13 | 13F | Capital Research Global Investors | 658 | 2,65 | 277 | 19,91 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 59 | 25 | ||||||
| 2025-08-07 | 13F | BHK Investment Advisors, LLC | 3 686 | 2,79 | 1 565 | 20,87 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 723 | 0 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 1 149 | 5,70 | 488 | 24,23 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 1 981 | 0,10 | 841 | 17,79 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 76 709 | 739,91 | 32 569 | 887,81 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 1 270 | 4,35 | 539 | 22,78 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 824 | 2,95 | 1 199 | 21,11 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 574 | 244 | ||||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 1 414 | 0,14 | 625 | 22,79 | ||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 12 735 | 0,20 | 5 407 | 17,80 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 777 | 6,58 | 330 | 25,10 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 797 | 0,13 | 338 | 17,77 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 311 | 2 292,31 | 132 | 3 200,00 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 625 | 266 | ||||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class | 14 886 | 142,32 | 5 375 | 117,96 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 24 610 | 9,42 | 10 455 | 28,74 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 4 049 | 1 719 | ||||||
| 2025-08-14 | 13F | Goodwin Investment Advisory | 523 | 222 | ||||||
| 2025-07-14 | 13F | Harbor Group, Inc. | 1 437 | 0,07 | 610 | 17,76 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 9 271 | 1,23 | 3 936 | 19,06 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 2 861 | 52,99 | 1 215 | 79,85 | ||||
| 2025-08-14 | 13F | Qalhat Capital Ltd | 250 930 | 10,46 | 106 540 | 29,88 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 22 032 | 7,34 | 9 354 | 26,22 | ||||
| 2025-08-14 | 13F | Bbr Partners, Llc | 10 719 | 13,02 | 4 551 | 32,89 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 4 954 | 280,20 | 2 103 | 347,45 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 84 016 | 1,10 | 35 672 | 18,88 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 12 448 | 1,05 | 5 285 | 17,92 | ||||
| 2025-08-14 | 13F | Xponance, Inc. | 26 555 | 104,87 | 11 275 | 140,90 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 407 | 28,52 | 20 526 | 51,15 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 093 | 1 887,27 | 464 | 2 342,11 | ||||
| 2025-07-23 | 13F | Watershed Private Wealth Llc | 3 716 | 12,61 | 1 578 | 32,41 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 88 614 | 0,66 | 37 624 | 18,36 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 7 544 | 385,46 | 3 203 | 470,94 | ||||
| 2025-07-23 | 13F | Colony Family Offices, LLC | 7 490 | 100,00 | 3 180 | 135,21 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 11 398 | 78,40 | 4 839 | 109,84 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 543 | 231 | ||||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 75 137 | 1,79 | 31 902 | 19,68 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 4 305 | 2,57 | 1 828 | 17,27 | ||||
| 2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 10 697 | 4 542 | ||||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 1 284 | 43,30 | 545 | 68,73 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 163 | 11,64 | 69 | 32,69 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 1 241 | 10,70 | 527 | 30,20 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 2 038 | 3,61 | 865 | 21,83 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 1 908 | 1,06 | 810 | 18,94 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 4 366 | 4,68 | 1 854 | 23,04 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 125 | 525,00 | 53 | 657,14 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 1 700 | 0,29 | 722 | 17,81 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 58 600 | 72,10 | 24 880 | 102,36 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 15 264 | 38,63 | 6 481 | 63,02 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 12 701 | 395,94 | 5 393 | 483,55 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 736 | 312 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 130 | 1,31 | 5 150 | 19,11 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 529 | 225 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | Put | 400 | 170 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 290 695 | 39,49 | 123 423 | 64,01 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 759 | 2,43 | 0 | |||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 1 136 | 482 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 562 | 239 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 12 928 | 6,73 | 5 489 | 25,50 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 3 935 | 74,89 | 1 671 | 105,67 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 19 037 | 15,64 | 8 083 | 35,97 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 4 459 | 63,45 | 1 893 | 92,18 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 2 017 | 1,87 | 856 | 19,89 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 303 | 21,07 | 10 743 | 42,37 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 24 025 | 2 442,33 | 10 | |||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 1 307 | 6,52 | 472 | −4,27 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 17 987 | 5,35 | 7 918 | 28,43 | ||||
| 2025-08-13 | 13F | Rosenblum Silverman Sutton S F Inc /ca | 2 008 | 4,37 | 853 | 22,77 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 652 | 277 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 2 872 | 15,57 | 1 219 | 35,90 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 1 643 | 698 | ||||||
| 2025-08-13 | 13F | Oxler Private Wealth LLC | 1 842 | 0,05 | 782 | 17,77 | ||||
| 2025-07-21 | 13F | West Financial Advisors, LLC | 893 | 51,10 | 379 | 77,93 | ||||
| 2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 753 | 320 | ||||||
| 2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA Wellington Capital Appreciation Portfolio Class 3 | 273 923 | 492,73 | 98 911 | 432,98 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 19 941 | 8 467 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 112 779 | 14,89 | 47 884 | 35,09 | ||||
| 2025-07-09 | 13F | Navigation Wealth Management, Inc. | 741 | 315 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 19 918 | 2 181,56 | 8 457 | 2 584,44 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 705 | 283 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 545 | 231 | ||||||
| 2025-08-01 | 13F | Providence First Trust Co | 1 877 | 0,05 | 797 | 17,58 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 476 161 | 9,74 | 202 168 | 29,04 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 2 462 | 9,71 | 1 045 | 29,01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 55 118 | 1,19 | 23 402 | 18,98 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 395 | 7,81 | 592 | 26,77 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 2 618 | 0,50 | 1 122 | 23,16 | ||||
| 2025-06-25 | NP | WCCFX - Wells Fargo WealthBuilder Conservative Allocation Fund Class C | 488 | 5,17 | 179 | −5,82 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 33 022 | 2,88 | 14 021 | 20,98 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 73 049 | 4,21 | 31 015 | 22,54 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 1 275 | 3,74 | 541 | 22,12 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 354 660 | 0,41 | 150 582 | 18,06 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 7 154 | 44,23 | 3 037 | 303 600,00 | ||||
| 2025-07-22 | 13F | Plimoth Trust Co Llc | 925 | 393 | ||||||
| 2025-07-15 | 13F | Aspire Capital Advisors LLC | 1 137 | 483 | ||||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 80 572 | 24,01 | 34 209 | 45,82 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 180 225 | 0,96 | 76 520 | 18,72 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 485 | 206 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 3 999 | 1,60 | 1 686 | 19,17 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 544 | 231 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 2 394 | 0,93 | 1 | |||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 671 | 1 134 | ||||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 283 | 478,78 | 413 | 54,31 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 5 984 | 2,26 | 2 669 | 29,45 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 082 | 0,09 | 459 | 17,69 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 7 096 | 8,35 | 3 013 | 27,41 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 5 826 | 4,22 | 2 474 | 22,55 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 15 287 | 1,48 | 6 491 | 19,32 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 1 433 | 107,38 | 608 | 144,18 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 321 419 | 13,86 | 116 779 | 14,40 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18 871 | 8,32 | 8 012 | 27,38 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 3 185 | 1,89 | 1 352 | 19,86 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 8 718 | 17,35 | 3 701 | 37,99 | ||||
| 2025-07-22 | 13F | Cedar Mountain Advisors, LLC | 203 692 | 0,04 | 86 483 | 17,63 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 130 208 | 0,00 | 55 284 | 17,59 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 141 890 | 1,67 | 60 243 | 19,54 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 2 103 | 111,78 | 893 | 149,16 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 20 008 | 5,68 | 8 495 | 24,25 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 15 738 | 1,20 | 6 682 | 19,00 | ||||
| 2025-08-25 | NP | MPGAX - MassMutual Premier Disciplined Growth Fund Class A | 11 811 | 139,62 | 5 015 | 179,18 | ||||
| 2025-07-25 | 13F | Oak Ridge Investments Llc | 1 337 | 568 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 10 487 | 1,28 | 4 453 | 19,10 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 10 867 | 148,22 | 4 614 | 191,96 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 515 | 0 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 8 580 | 15,46 | 3 643 | 35,74 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 481 | 18,20 | 9 545 | 37,93 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 19 266 | 14,57 | 8 180 | 34,74 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 14 265 | 0,10 | 6 057 | 17,71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 81 135 | 5,16 | 34 448 | 23,65 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 645 | 274 | ||||||
| 2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 16 896 | 0,76 | 7 174 | 18,48 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 864 802 | 3,26 | 367 821 | 21,63 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3 320 | 0,76 | 1 409 | 17,42 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 2 719 | 4,22 | 1 154 | 22,51 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 998 | 424 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 5 307 | 570,92 | 2 253 | 690,53 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 355 429 | 4,85 | 149 884 | 22,45 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 1 322 | 561 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 3 299 | 3,13 | 1 401 | 21,21 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 5 036 | 7,24 | 2 268 | 37,14 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 48 256 | 14,93 | 20 489 | 35,15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 83 867 | 5,98 | 36 | 25,00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 18 733 | 1 497,02 | 7 954 | 1 780,38 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 120 325 | 12,13 | 51 087 | 31,85 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 541 | 230 | ||||||
| 2025-08-14 | 13F | STAR Financial Bank | 47 349 | 5,10 | 20 103 | 23,57 | ||||
| 2025-05-30 | NP | MML SERIES INVESTMENT FUND - MML Blue Chip Growth Fund Initial Class | 5 859 | 26,41 | 2 116 | 13,65 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 9 666 | 7,09 | 4 104 | 25,93 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 15 382 | 6 531 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 474 | 201 | ||||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 740 | 0,14 | 314 | 18,05 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 24 751 | 14,71 | 11 | 42,86 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 795 | 338 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 22 351 | 0,88 | 9 490 | 18,61 | ||||
| 2025-07-10 | 13F | Arbor Wealth Advisors LLC | 550 | 234 | ||||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 802 | 340 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 480 | 204 | ||||||
| 2025-07-18 | 13F | jvl associates llc | 9 112 | 3,82 | 3 869 | 22,06 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 349 293 | 3,14 | 148 303 | 21,28 | ||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 224 830 | 95 458 | ||||||
| 2025-07-29 | 13F | Activest Wealth Management | 3 259 | 0,18 | 1 384 | 17,80 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 17 767 | 0,02 | 7 544 | 17,60 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 18 058 | 5,38 | 7 667 | 23,92 | ||||
| 2025-07-30 | 13F | Jackson Thornton Asset Management, Llc | 550 | 234 | ||||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 1 836 | 4,62 | 780 | 23,06 | ||||
| 2025-04-17 | 13F | Vista Wealth Management Group, LLC | 3 568 | 21,61 | 1 288 | 9,34 | ||||
| 2025-08-14 | 13F | Spears Abacus Advisors LLC | 6 673 | 2,93 | 2 833 | 21,07 | ||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 197 650 | 7,00 | 83 918 | 25,81 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 1 700 | 722 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 11 074 | 25,29 | 4 702 | 47,32 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 3 344 | 1,00 | 1 420 | 18,74 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 4 427 | 1 880 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 7 071 | 3 002 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 9 614 | 0,05 | 4 039 | 14,55 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 31 350 | 0,95 | 13 311 | 18,70 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 929 | 394 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 18 782 | 4,88 | 7 975 | 23,32 | ||||
| 2025-07-17 | 13F | Chicago Capital, LLC | 3 001 | 7,52 | 1 274 | 26,42 | ||||
| 2025-07-29 | 13F | Gladwyn Financial Advisors, Inc. | 194 | 83 | ||||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 3 429 | 0,06 | 1 456 | 17,62 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 13 240 | 0,06 | 5 622 | 17,67 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 1 126 | 44,36 | 478 | 70,11 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12 862 | 5 461 | ||||||
| 2025-05-14 | 13F/A | Miramar Fiduciary Corp | 3 097 | 405 | ||||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 16 409 | 5,99 | 6 967 | 24,62 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 5 167 | 28,09 | 2 194 | 50,62 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 1 908 | 0,05 | 810 | 17,59 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1 441 | 0,07 | 612 | 17,69 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 1 083 | 0,09 | 460 | 17,69 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 1 952 | 829 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 953 | 12,65 | 405 | 32,46 | ||||
| 2025-08-12 | 13F | Beaton Management Co. Inc. | 6 034 | 0,42 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 25 626 | 1,11 | 10 880 | 18,89 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 27 341 | 0,45 | 11 608 | 18,11 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 101 770 | 43,74 | 43 226 | 68,99 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 157 447 | 10,35 | 67 | 29,41 | ||||
| 2025-07-15 | 13F | Bnc Wealth Management, Llc | 521 | 221 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 5 573 | 56,33 | 2 366 | 83,84 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 24 473 | 0,30 | 10 391 | 17,92 | ||||
| 2025-08-05 | 13F | Sheridan Capital Management, LLC | 101 366 | 0,14 | 43 038 | 17,75 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 16 106 | 20,70 | 6 838 | 41,93 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 22 419 | 4,29 | 9 519 | 22,64 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 17 598 | 32,90 | 6 355 | 19,50 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 1 070 | 454 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 235 596 | 1,35 | 100 029 | 19,17 | ||||
| 2025-08-13 | 13F | Forthright Family Wealth Advisory LLC | 2 068 | 1,08 | 878 | 18,97 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 11 325 | 4 808 | ||||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 7 997 | 0,09 | 3 395 | 17,68 | ||||
| 2025-07-22 | 13F | VAUGHAN & Co SECURITIES, INC. | 53 176 | 2,24 | 22 577 | 20,21 | ||||
| 2025-07-23 | 13F | Armstrong, Fleming & Moore, Inc | 2 124 | 49,79 | 902 | 75,98 | ||||
| 2025-08-14 | 13F | Wharton Business Group, LLC | 9 349 | 0,65 | 4 | 0,00 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 362 956 | 0,30 | 154 104 | 17,93 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 514 | 218 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2 240 | 1,36 | 951 | 19,17 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 986 | 243,55 | 419 | 305,83 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 10 880 | 1,08 | 4 619 | 18,86 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 574 | 0,17 | 244 | 17,96 | ||||
| 2025-08-14 | 13F | Geneva Partners, LLC | 2 915 | 0,59 | 1 238 | 18,26 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 13 398 | 4,08 | 5 688 | 22,38 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 5 | 2 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 1 582 | 47,44 | 672 | 73,39 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 19 824 | 0,45 | 8 417 | 18,12 | ||||
| 2025-07-10 | 13F | Contravisory Investment Management, Inc. | 4 | 2 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 10 453 | 7,35 | 4 438 | 26,26 | ||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 554 | 235 | ||||||
| 2025-08-12 | 13F | Northstar Financial Companies, Inc. | 964 | 409 | ||||||
| 2025-07-09 | 13F | Sandy Cove Advisors, LLC | 1 893 | 16,64 | 804 | 37,26 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 1 366 | 31,22 | 586 | 60,71 | ||||
| 2025-07-09 | 13F | Orser Capital Management, Llc | 9 232 | 125,50 | 3 920 | 165,16 | ||||
| 2025-07-24 | 13F | Monument Capital Management | 18 069 | 0,76 | 7 672 | 18,47 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 1 656 | 2,79 | 703 | 21,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 7 070 | 4,80 | 3 | 50,00 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 2 290 | 62,99 | 972 | 91,72 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 304 | 104,03 | 129 | 143,40 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 5 146 | 1,42 | 2 185 | 19,21 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 116 135 | 1,66 | 51 366 | 24,52 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 37 264 | 1,51 | 15 821 | 19,36 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 488 | 207 | ||||||
| 2025-07-30 | 13F | Paragon Financial Partners, Inc. | 23 182 | 0,05 | 9 843 | 17,64 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 39 380 | 6,91 | 16 720 | 25,71 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 1 173 | 495 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 102 | 468 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 4 588 | 4,06 | 1 948 | 22,38 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 3 005 | 1 276 | ||||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 4 253 | 24,94 | 1 806 | 46,87 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 28 937 | 2,18 | 12 286 | 20,15 | ||||
| 2025-05-02 | 13F | BluePointe Capital Management, LLC | 51 821 | 97,38 | 18 712 | 77,48 | ||||
| 2025-08-12 | 13F | Real Talk Capital, LLC | 1 416 | 3,21 | 601 | 21,41 | ||||
| 2025-07-30 | 13F | White Lighthouse Investment Management Inc. | 24 505 | 4,97 | 10 404 | 23,43 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 106 | 21,84 | 45 | 45,16 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 513 | 218 | ||||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 1 874 | 796 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 151 533 | 7,38 | 64 338 | 26,26 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 471 | 33,05 | 200 | 56,69 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 1 857 | 0,11 | 788 | 17,79 | ||||
| 2025-07-31 | 13F | Fiduciary Wealth Partners, LLC | 9 589 | 4 071 | ||||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 742 | 0,13 | 315 | 17,60 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 379 | 0,26 | 161 | 17,65 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 102 636 | 41,38 | 43 577 | 66,24 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 2 | 1 | ||||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 14 673 | 0,08 | 6 230 | 17,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 820 | 3,02 | 348 | 21,25 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 2 135 | 907 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 5 770 | 2 450 | ||||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5 501 | 14,53 | 2 376 | 43,85 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 735 | 312 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 249 093 | 12,90 | 105 760 | 32,76 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 53 685 | 4,55 | 23 779 | 26,95 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 6 165 | 1,36 | 2 618 | 19,23 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 2 070 | 5,83 | 879 | 24,36 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 3 707 | 0,27 | 1 | 0,00 | ||||
| 2025-08-07 | 13F | Retirement Solution Inc. | 1 772 | 752 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 2 460 | 1,99 | 1 044 | 20,00 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 9 996 | 1,14 | 4 244 | 18,95 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 352 | 0,13 | 998 | 17,69 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 10 830 | 0,04 | 4 598 | 17,66 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 19 014 | 1,42 | 8 073 | 19,25 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 550 | 234 | ||||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 2 102 | 13,13 | 893 | 33,13 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 3 843 | 1,05 | 1 632 | 18,79 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 2 194 | 8,35 | 792 | −2,58 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 8 622 | 1,10 | 3 661 | 18,87 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 426 | 17,95 | 606 | 38,76 | ||||
| 2025-07-09 | 13F | Sandbox Financial Partners, LLC | 1 075 | 0,09 | 457 | 17,83 | ||||
| 2025-08-18 | 13F | Wellington Capital Management, Inc. | 511 | 0 | ||||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 1 165 | 84,92 | 495 | 117,62 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 12 050 | 127,70 | 5 116 | 168,13 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12 538 | 7,79 | 5 323 | 26,74 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 497 | 70,31 | 636 | 73,97 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 631 | 33,99 | 1 542 | 57,57 | ||||
| 2025-07-31 | 13F | Waldron Private Wealth LLC | 593 071 | 0,41 | 251 805 | 18,06 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 40 323 | 1,41 | 17 120 | 19,24 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 534 | 227 | ||||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 3 234 | 52,76 | 1 373 | 79,71 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 25 223 | 23,32 | 10 709 | 45,01 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 1 345 | 19,66 | 571 | 40,99 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 1 212 | 1,08 | 515 | 18,98 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 3 020 | 36,16 | 1 282 | 60,25 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 5 217 | 521,81 | 2 215 | 633,11 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 1 338 | 6,95 | 1 | |||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 1 704 689 | 42 358,01 | 4 | −99,72 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 205 | −59,33 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6 671 | 11,78 | 2 832 | 31,42 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 25 280 | 2,31 | 11 133 | 24,78 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 15 550 | 0,08 | 6 602 | 17,68 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 1 971 | 11,17 | 837 | 30,63 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 5 713 | 8,92 | 2 426 | 28,10 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1 842 | 1,49 | 782 | 19,39 | ||||
| 2025-06-25 | NP | WEAFX - Wells Fargo WealthBuilder Equity Fund Class A | 24 836 | 3,55 | 9 110 | −7,20 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 2 082 | 194,07 | 884 | 246,67 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 28 860 | 11,12 | 12 253 | 30,67 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 1 207 | 513 | ||||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 559 | 0,36 | 237 | 17,91 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 3 364 | 4,80 | 1 428 | 23,21 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 22 478 | 1,93 | 9 544 | 19,86 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 5 452 | 16,45 | 2 315 | 36,92 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Put | 4 100 | 10,81 | 1 741 | 30,24 | |||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 86 200 | 17,76 | 36 599 | 38,47 | |||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 27 951 | 296,36 | 11 867 | 366,10 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 22 844 | 31,03 | 10 119 | 60,73 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 1 437 | 1,20 | 610 | 18,95 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 141 610 | 58,32 | 60 125 | 86,15 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3 790 | 10,69 | 1 609 | 30,18 | ||||
| 2025-07-31 | 13F | 180 Wealth Advisors, Llc | 527 | 224 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17 245 | 3,62 | 7 322 | 21,83 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 2 800 | 18 566,67 | 1 189 | 23 660,00 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 1 212 | 0,08 | 515 | 17,62 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 1 960 | 70,29 | 832 | 100,48 | ||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 8 682 | 14,25 | 3 686 | 34,38 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 5 275 | 53,79 | 2 118 | 71,08 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 501 | 213 | ||||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 8 701 | 1 347,75 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 170 425 | 0,28 | 496 939 | 17,91 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 26 073 | 0,77 | 11 070 | 18,50 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 268 453 | 0,72 | 113 980 | 18,43 | ||||
| 2025-07-07 | 13F | Schulz Wealth, LTD. | 1 024 | 435 | ||||||
| 2025-07-07 | 13F | Life Line Wealth Management Llc | 103 037 | 876,38 | 43 748 | 1 048,22 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 6 906 | 3,69 | 2 932 | 21,96 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 36 917 | 1,89 | 15 674 | 19,80 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 2 643 | 146,09 | 1 122 | 189,92 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 65 900 | 325,16 | 27 980 | 399,98 | |||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 919 | 52,66 | 390 | 79,72 | ||||
| 2025-08-13 | 13F | Allegheny Financial Group LTD | 6 013 | 2,47 | 2 553 | 20,48 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 103 343 | 0,54 | 43 877 | 18,22 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 581 | 247 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 854 | 0,95 | 363 | 17,53 | ||||
| 2025-09-04 | 13F | SevenBridge Financial Group, LLC | 445 | 200 | ||||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 9 428 | 0,73 | 3 404 | −9,42 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 502 | 213 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 35 143 | 11,12 | 15 | 27,27 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 55 096 | 377,48 | 23 393 | 461,50 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 2 051 | 14,58 | 871 | 34,67 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 8 248 | 3,72 | 3 502 | 21,94 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 43 354 | 101,30 | 18 407 | 136,72 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 1 300 | 88,41 | 552 | 121,29 | ||||
| 2025-07-29 | 13F | Sage Private Wealth Group, Llc | 1 626 | 45,05 | 691 | 70,79 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6 164 | 7,54 | 2 617 | 26,49 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 3 691 | 0,33 | 1 567 | 18,00 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 530 | 225 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 658 277 | 0,55 | 279 491 | 18,23 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 786 | 6,50 | 334 | 25,19 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 4 376 | 0,11 | 1 858 | 17,68 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 7 221 | 0,10 | 3 066 | 17,66 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 12 651 | 10,12 | 5 371 | 29,48 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 3 214 | 4,25 | 1 365 | 22,55 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 1 000 | 425 | |||||
| 2025-08-08 | 13F | Symphony Financial Services, Inc. | 4 322 | 11,54 | 1 835 | 31,09 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 10 183 | 59,81 | 4 323 | 87,96 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 484 | 205 | ||||||
| 2025-08-14 | 13F | Chilton Investment Co Llc | 2 460 | 2,84 | 1 044 | 20,97 | ||||
| 2025-08-07 | 13F | Mosaic Financial Group, Llc | 2 287 | 0,04 | 1 | |||||
| 2025-07-22 | 13F | Accel Wealth Management | 501 | 213 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 729 | 310 | ||||||
| 2025-06-27 | NP | TWCGX - Growth Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100 927 | 0,60 | 37 019 | −9,85 | ||||
| 2025-05-29 | NP | JAEDX - Blue Chip Growth Trust NAV | 25 071 | 28,12 | 9 053 | 15,19 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 5 498 | 8,91 | 2 334 | 28,10 | ||||
| 2025-07-11 | 13F | BTC Capital Management, Inc. | 87 812 | 2,17 | 37 283 | 20,16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 4 986 | 3,88 | 2 117 | 22,10 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 505 | 214 | ||||||
| 2025-07-17 | 13F | ERn Financial, LLC | 490 | 208 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 1 531 | 1,26 | 650 | 19,27 | ||||
| 2025-08-15 | 13F | Stonebridge Capital Advisors LLC | 11 318 | 4,20 | 4 805 | 22,51 | ||||
| 2025-07-24 | 13F | Folger Nolan Fleming Douglas Capital Management, Inc | 488 | 207 | ||||||
| 2025-08-14 | 13F | Woodline Partners LP | 7 919 | 3 362 | ||||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 36 184 | 1,97 | 15 363 | 19,89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 273 366 | 1,39 | 540 646 | 19,21 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21 336 | 27,77 | 9 059 | 50,24 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 1 217 | 0,08 | 517 | 17,54 | ||||
| 2025-05-22 | NP | HIACX - Hartford Capital Appreciation Hls Fund Ia | 82 136 | 388,67 | 29 658 | 339,44 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 737 | 22,43 | 313 | 43,78 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 1 836 | 0,05 | 779 | 17,67 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 1 264 | 537 | ||||||
| 2025-07-10 | 13F | Ryan Investment Management, Inc. | 63 099 | 26 791 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5 285 390 | 1,35 | 2 244 071 | 19,18 | ||||
| 2025-07-29 | 13F | First Bancorp, Inc /ME/ | 825 | 1,23 | 350 | 19,05 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 1 337 | 4,86 | 568 | 23,26 | ||||
| 2025-08-15 | 13F | Zuckerman Investment Group, LLC | 19 134 | 20,50 | 8 124 | 41,71 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 1 615 | 21,61 | 686 | 43,01 | ||||
| 2025-06-24 | NP | SWLGX - Schwab U.S. Large-Cap Growth Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13 000 | 4,00 | 4 768 | −6,80 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 305 748 | 3,44 | 129 814 | 21,62 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 705 | 8,06 | 3 271 | 27,08 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 1 114 100 | 7,06 | 473 025 | 25,89 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 14 359 | 24,09 | 6 097 | 45,91 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 7 126 | 0,64 | 3 026 | 18,30 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 1 009 | 1,00 | 428 | 18,89 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 37 739 | 0,90 | 16 023 | 18,64 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 191 | 0,78 | 930 | 18,47 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 12 623 | 3,25 | 5 360 | 21,41 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 2 116 | 2,42 | 898 | 20,38 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 7 477 | 9,81 | 3 174 | 29,13 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7 100 | 40,59 | 3 015 | 65,33 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 7 419 | 22,99 | 3 150 | 44,65 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | Short | −33 | −51,47 | −14 | −41,67 | |||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 2 813 | 0,11 | 1 254 | 125 300,00 | ||||
| 2025-06-25 | NP | WGBAX - Wells Fargo WealthBuilder Growth Balanced Fund Class A | 11 004 | 6,28 | 4 036 | −4,74 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 3 826 | 207,80 | 1 624 | 262,50 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 17 233 | 7 317 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 12 207 | 23,77 | 5 183 | 45,52 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 4 869 | 2,05 | 2 067 | 20,03 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 098 | 17,80 | 886 | 37,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 18 273 | 592,42 | 7 758 | 714,92 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 45 525 | 66,07 | 19 329 | 95,27 | ||||
| 2025-08-04 | 13F | Beirne Wealth Consulting Services, LLC | 26 144 | 295,16 | 11 102 | 364,67 | ||||
| 2025-07-25 | 13F | Summa Corp. | 11 837 | 1 383,33 | 5 026 | 1 644,79 | ||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 4 905 | 5,30 | 2 157 | 31,52 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 6 327 | 16,76 | 2 686 | 37,32 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 3 131 | 0,06 | 1 329 | 17,71 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 275 165 | 0,14 | 116 830 | 17,74 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | Put | 600 | 9 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P | 38 090 | 179,87 | 16 172 | 229,10 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 11 360 | 7,36 | 4 823 | 26,26 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 34 061 | 10,53 | 14 462 | 29,96 | ||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 1 619 | 106,24 | 688 | 142,76 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin Holding AG | 3 127 | 330,12 | 1 319 | 403,44 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 41 877 | 17 780 | ||||||
| 2025-04-29 | NP | EBI - Longview Advantage ETF | 120 | 47 | ||||||
| 2025-08-05 | 13F | Everest Management Corp. | 1 117 | 474 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 456 075 | 0,85 | 193 640 | 18,59 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 150 | 54 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 1 191 | 14,30 | 506 | 34,31 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 628 | 0,80 | 267 | 18,75 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 112 027 | 47 564 | ||||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 39 220 | 16 656 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 4 538 | 11,01 | 1 927 | 30,49 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 784 | 329 | ||||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 1 725 | 19,38 | 732 | 40,50 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 992 | 32,36 | 846 | 55,62 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 1 766 | 0,06 | 750 | 17,58 | ||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 115 552 | 2,23 | 49 061 | 20,20 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 6 161 | 0,33 | 2 616 | 17,95 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 316 | 114 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 2 162 | 4,44 | 918 | 22,76 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 26 352 | 0,36 | 11 189 | 18,00 | ||||
| 2025-08-14 | 13F | Palisade Capital Management Llc/nj | 493 | 209 | ||||||
| 2025-08-14 | 13F | Operose Advisors LLC | 2 449 | 14,92 | 1 040 | 35,11 | ||||
| 2025-07-14 | 13F | McMahon Financial Advisors, LLC | 1 619 | 1,19 | 687 | 19,06 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 194 548 | 34,27 | 83 | 57,69 | ||||
| 2025-08-11 | 13F | Cordatus Wealth Management LLC | 85 259 | 426,45 | 36 | 620,00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 12 307 | 3,99 | 5 225 | 22,28 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 781 | 756 | ||||||
| 2025-07-30 | 13F | North Point Portfolio Managers Corp/oh | 519 | 220 | ||||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 7 582 | 3,02 | 3 219 | 21,15 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 9 054 | 71,70 | 3 844 | 101,84 | ||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 2 752 | 34,24 | 1 168 | 57,84 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 5 720 | 6,14 | 2 423 | 24,52 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | Short | −20 | −61,54 | −8 | −55,56 | |||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 649 | 0,62 | 276 | 18,53 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 39 428 | 2,22 | 16 733 | 20,21 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 19 292 | 17,16 | 8 191 | 37,76 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 1 478 | 10,38 | 628 | 29,81 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 486 | 206 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 2 178 | 934 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 15 289 | 46,83 | 6 491 | 72,63 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 523 | 222 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 118 040 | 3,37 | 50 117 | 21,54 | ||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 860 | 28,17 | 365 | 50,83 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 37 413 | 1,95 | 15 885 | 19,87 | ||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 959 | 48,45 | 407 | 74,68 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 726 290 | 15,21 | 307 918 | 35,22 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 1 590 | 0,51 | 675 | 18,04 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 632 | 268 | ||||||
| 2025-08-08 | 13F | Avalon Trust Co | 49 | 21 | ||||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 27 005 | 0,78 | 11 466 | 18,50 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 25 184 | 3,22 | 10 693 | 21,36 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3 881 | 52,56 | 1 648 | 79,41 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 369 | 18,05 | 2 280 | 38,79 | ||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 11 880 | 0,58 | 5 044 | 18,26 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 44 904 | 12,19 | ||||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 2 018 | 0,10 | 857 | 17,58 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 2 380 | 12,96 | 1 054 | 37,42 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 8 058 | 0,06 | 3 421 | 17,68 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 66 366 | 1,68 | 28 178 | 19,56 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 424 156 | 0,13 | 180 088 | 17,74 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 40 193 | 8,71 | 17 065 | 27,83 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 2 293 | 0,09 | 974 | 17,65 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 34 540 | 15 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 1 128 | 4,83 | 479 | 23,20 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 579 441 | 2,84 | 246 009 | 20,92 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 1 015 | 16,94 | 431 | 37,70 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 146 | 62 | ||||||
| 2025-08-13 | 13F | Investment Counsel Co Of Nevada | 33 | 14 | ||||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 1 707 | 16,92 | 725 | 37,38 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 15 481 | 6,80 | 6 573 | 25,56 | ||||
| 2025-08-13 | 13F | KDK Private Wealth Management, LLC | 9 311 | 0,01 | 3 953 | 17,58 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 37 093 | 2,20 | 15 757 | 20,17 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 1 401 | 56,71 | 595 | 84,47 | ||||
| 2025-08-14 | 13F | Waterway Wealth Management, LLC | 53 563 | 161,22 | 22 742 | 207,14 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 5 047 | 10,61 | 2 143 | 30,05 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 6 260 | 1,48 | 2 658 | 19,31 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 75 | 32 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 735 | 265 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 3 404 | 3,50 | 1 445 | 21,74 | ||||
| 2025-08-05 | 13F | Northcape Wealth Management, Llc | 500 | 212 | ||||||
| 2025-08-14 | 13F | Newbrook Capital Advisors LP | 95 988 | 57,52 | 40 755 | 85,22 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2 274 | 0,89 | 965 | 18,70 | ||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 5 497 | 22,84 | 2 334 | 44,46 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 50 552 | 9,24 | 21 463 | 28,44 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 1 037 | 1,37 | 440 | 19,24 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 69 461 | 29 492 | ||||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 941 | 409 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 265 | 31,19 | 113 | 55,56 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4 375 | 1 857 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 895 | 805 | ||||||
| 2025-07-16 | 13F | Novem Group | 1 239 | 3,25 | 526 | 21,25 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 59 919 | 150,62 | 25 440 | 195,16 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 4 700 | 5,45 | 1 996 | 23,99 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 474 | 201 | ||||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 5 052 | 2 145 | ||||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 1 012 | 8,82 | 430 | 28,06 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 5 770 | 4,38 | 2 450 | 22,33 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 1 792 | 0,11 | 1 | |||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 3 230 | 0,12 | 1 371 | 17,78 | ||||
| 2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 55 718 | 27,63 | 23 657 | 50,06 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 1 924 | 1,32 | 817 | 19,12 | ||||
| 2025-08-01 | 13F | Motco | 1 306 | 0,31 | 575 | 22,34 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 2 104 | 891 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 1 579 | 0,06 | 671 | 17,75 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 13 265 | 10,18 | 5 631 | 29,54 | ||||
| 2025-08-14 | 13F | First Financial Bankshares Inc | 1 112 | 50,88 | 472 | 77,44 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 535 | 227 | ||||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 2 989 | 3,97 | 1 269 | 22,25 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 250 | 106 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 254 897 | 2,44 | 108 224 | 20,46 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 1 369 | 5,15 | 581 | 23,62 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 562 | 239 | ||||||
| 2025-09-03 | 13F | American Trust | 20 248 | 8,63 | 8 597 | 27,73 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 58 585 | 174,81 | 24 874 | 223,16 | ||||
| 2025-08-12 | 13F | Umpqua Bank | 3 171 | 0,54 | 1 347 | 18,37 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 1 237 | 0,24 | 525 | 17,98 | ||||
| 2025-07-15 | 13F | Kelly Financial Group Llc | 45 388 | 10,79 | 19 271 | 30,26 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 2 102 | 222,89 | 892 | 281,20 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 6 749 | 14,95 | 2 865 | 35,21 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 21 908 | 5,83 | 9 302 | 24,43 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 2 896 | 38,90 | 1 230 | 63,21 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 3 139 | 0,10 | 1 333 | 17,67 | ||||
| 2025-08-14 | 13F | Tcw Group Inc | 18 290 | 7 766 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 574 | 244 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 2 734 | 0,11 | 1 161 | 17,65 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 854 | 2,28 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 246 602 | 1,29 | 104 787 | 19,20 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 2 353 | 6,04 | 999 | 24,72 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 2 208 | 22,12 | 937 | 43,71 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4 439 | 0,02 | 1 885 | 17,60 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4 131 | 13,61 | 1 754 | 33,61 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 23 895 | 10 | ||||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 3 075 | 537,97 | 1 306 | 650,00 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 3 828 | 16,25 | 1 625 | 36,67 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 530 | 225 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7 216 343 | 6,04 | 3 063 916 | 24,69 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 2 726 | 0,78 | 1 157 | 18,55 | ||||
| 2025-07-23 | 13F | Avantra Family Wealth, Inc. | 494 | 210 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 92 085 | 1,61 | 39 094 | 19,47 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 592 | 0 | ||||||
| 2025-08-05 | 13F | Kesler, Norman & Wride, LLC | 2 072 | 880 | ||||||
| 2025-07-30 | 13F | Fogel Capital Management, Inc. | 505 | 214 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 6 091 | 318,91 | 2 586 | 392,57 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 4 309 | 6,37 | 1 830 | 25,10 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 2 468 | 9,01 | 1 048 | 28,15 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 5 228 | 7,73 | 2 220 | 26,66 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 1 677 | 17,11 | 712 | 37,72 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 67 926 | 1,31 | 28 840 | 19,12 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 226 | 96 | ||||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 3 410 | 0,06 | 1 448 | 17,64 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 27 366 214 | 9,95 | 11 619 148 | 29,28 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 6 351 | 5,97 | 2 697 | 24,64 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 584 | 3,36 | 248 | 21,08 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 540 | 229 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 32 165 | 1,76 | 13 656 | 19,65 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 826 | 4,75 | 2 474 | 23,16 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5 475 | 0,59 | 2 324 | 6,36 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 3 146 | 0,16 | 1 389 | 22,40 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1 869 | 15,02 | 794 | 35,32 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 62 | 1 966,67 | 26 | 2 500,00 | ||||
| 2025-07-28 | 13F | Curated Wealth Partners LLC | 4 928 | 0,02 | 2 092 | 17,59 | ||||
| 2025-07-30 | 13F | Covenant Partners, LLC | 217 944 | 1,32 | 92 534 | 19,14 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 1 175 | 15,76 | 499 | 36,07 | ||||
| 2025-08-05 | 13F | Burney Co/ | 2 159 | 0,23 | 917 | 17,89 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 937 | 0,97 | 2 521 | 18,70 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 1 249 | 530 | ||||||
| 2025-08-08 | 13F | Itau Unibanco Holding S.A. | 68 130 | 28 927 | ||||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 472 | 200 | ||||||
| 2025-07-25 | 13F | Strategic Point Investment Advisors, LLC | 95 063 | 0,76 | 40 362 | 18,48 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 13 202 | 1,62 | 5 605 | 19,48 | ||||
| 2025-07-21 | 13F | Jmac Enterprises Llc | 56 323 | 14,49 | 23 914 | 34,62 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 6 863 | 10,62 | 2 914 | 30,09 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 1 454 | 18,60 | 617 | 39,59 | ||||
| 2025-08-14 | 13F | East Coast Asset Management, LLC. | 514 | 218 | ||||||
| 2025-07-09 | 13F | Bay Rivers Group | 520 | 221 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 16 311 | 4,94 | 7 127 | 31,19 | ||||
| 2025-08-13 | 13F | Aufman Associates Inc | 1 927 | 818 | ||||||
| 2025-07-31 | 13F | Opus Capital Group, LLC | 14 221 | 380,93 | 6 | 500,00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 1 020 | 0,49 | 433 | 18,31 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 22 112 | 0,01 | 9 388 | 13,09 | ||||
| 2025-06-25 | NP | WMBGX - Wells Fargo WealthBuilder Moderate Balanced Fund Class A | 3 180 | 6,89 | 1 166 | −4,19 | ||||
| 2025-07-29 | 13F | Rodgers & Associates, LTD | 135 890 | 9,18 | 57 696 | 28,37 | ||||
| 2025-06-25 | NP | WGAFX - Wells Fargo WealthBuilder Growth Allocation Fund Class A | 6 562 | 5,31 | 2 407 | −5,65 | ||||
| 2025-07-29 | 13F | SilverOak Wealth Management LLC | 10 390 | 0,15 | 4 411 | 17,78 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 40 529 | 2,80 | 17 208 | 20,87 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 9 231 | 2,93 | 3 878 | 25,79 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 1 796 | 98,23 | 763 | 133,03 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 5 978 | 10,13 | 2 538 | 29,56 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 27 787 | 1,45 | 11 798 | 19,28 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 23 750 | 3,61 | 10 083 | 21,82 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 128 270 | 0,15 | 54 461 | 17,76 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 1 992 | 8,44 | 846 | 27,45 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 123 353 | 52 373 | ||||||
| 2025-07-24 | 13F | Antonelli Financial Advisors, LLC | 1 242 | 2,64 | 527 | 20,87 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 3 600 | 41,90 | 1 528 | 66,81 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 27 344 | 0,12 | 11 609 | 17,73 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 1 231 | 21,16 | 523 | 42,62 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 8 140 | 2,07 | 3 456 | 20,04 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 6 828 | 0,13 | 2 899 | 17,75 | ||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 3 076 | 9,54 | 1 306 | 28,92 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 1 672 | 124,13 | 710 | 163,57 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 3 724 | 7,85 | 1 581 | 26,89 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 477 | 203 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1 858 | 1,47 | 789 | 19,21 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 82 157 | 2,83 | 34 882 | 20,91 | ||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 522 | 222 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 15 748 | 10,50 | 6 686 | 29,93 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 12 330 | 0,10 | 5 | 25,00 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 2 394 | 0,04 | 1 017 | 17,59 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 1 870 | 4,47 | 794 | 22,76 | ||||
| 2025-08-13 | 13F | Quest Investment Management Llc | 20 537 | 0,24 | 8 720 | 17,87 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 436 446 | 17,54 | 184 104 | 37,51 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 3 483 | 2,44 | 1 479 | 20,46 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 9 327 | 13,04 | 3 960 | 32,93 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 3 610 | 0,28 | 1 533 | 17,94 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 111 953 | 14,63 | 47 533 | 34,79 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 220 | 96 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 3 606 | 0,87 | 1 531 | 18,60 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 2 284 | 0,26 | 970 | 17,88 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 11 737 | 0,04 | 4 983 | 17,63 | ||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 5 133 | 0,02 | 2 179 | 17,59 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 70 764 | 9,79 | 30 045 | 16,08 | ||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 1 085 | 5,34 | 461 | 23,66 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 19 000 | 81,26 | 8 067 | 113,19 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 17 927 | 1,57 | 7 612 | 19,43 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 2 677 | 271,81 | 1 137 | 338,61 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 40 099 | 17,61 | 17 025 | 38,29 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 613 | 81,36 | 260 | 113,11 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 1 627 | 3,50 | 691 | 21,69 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 1 894 | 0,42 | 804 | 18,06 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 3 729 | 0,05 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 35 719 | 3,79 | 15 166 | 22,03 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 2 772 | 0,07 | 1 177 | 17,60 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 625 | 0,16 | 265 | 17,78 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 4 494 | 1,72 | 1 908 | 19,62 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 50 559 | 1 103,79 | 21 466 | 1 315,96 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 28 431 | 6,29 | 12 071 | 24,98 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 25 252 | 9,89 | 10 721 | 29,22 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 1 007 | 12,51 | 428 | 32,20 |
