Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares Russell Mid-Cap ETF inkluderar Glenmede Investment Management, LP, Midwest Trust Co, Richard P Slaughter Associates Inc, Crumly & Associates Inc., Prossimo Advisors, LLC, My Legacy Advisors, LLC, Higgins & Schmidt Wealth Strategies LLC, Harbor Asset Planning, Inc., Nordwand Advisors, LLC, Davies Financial Advisors, Inc., Triad Wealth Partners, LLC, Empowered Funds, LLC, Sterling Investment Counsel, LLC, Kendall Capital Management, Kirtland Hills Capital Management, Llc, Aqr Capital Management Llc, Werba Rubin Papier Wealth Management, BCS Private Wealth Management, Inc., Lockerman Financial Group, Inc., och Resurgent Financial 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Cvfg Llc | 6 279 | 3,55 | 577 | 12,04 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 3 658 | 1,39 | 336 | 9,80 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 9 669 669 | 3,19 | 889 319 | 11,56 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 362 956 | 2,99 | 33 381 | 11,34 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 34 597 | 3,39 | 3 182 | 11,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First National Trust Co | 131 059 | 9,10 | 12 053 | 17,95 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 2 531 | 233 | ||||||
| 2025-08-07 | 13F | Future Fund LLC | 3 286 | 302 | ||||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 5 767 | 530 | ||||||
| 2025-07-24 | 13F | Endeavor Private Wealth, Inc. | 4 219 | 2,85 | 388 | 11,21 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 18 488 | 11,39 | 1 712 | 21,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 835 | 30,67 | 77 | 40,74 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4 174 | 0,87 | 384 | 9,12 | ||||
| 2025-08-06 | 13F | Simmons Bank | 20 161 | 7,68 | 1 854 | 16,46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 627 845 | 5,63 | 977 443 | 14,20 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 686 | 63 | ||||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 3 890 | 4 476,47 | 358 | |||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 3 791 | 520,46 | 349 | 582,35 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 2 299 | 211 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 157 542 | 9,68 | 14 489 | 18,58 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 12 674 | 267,68 | 1 191 | 310,69 | ||||
| 2025-07-23 | 13F | Sunbeam Capital Management, LLC | 12 828 | 0,29 | 1 180 | 8,36 | ||||
| 2025-07-23 | 13F | New England Professional Planning Group Inc. | 10 531 | 0,07 | 969 | 8,16 | ||||
| 2025-07-22 | 13F | Legacy Trust | 21 815 | 2,11 | 2 006 | 10,40 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 2 189 | 201 | ||||||
| 2025-07-23 | NP | VVJEX - Voya VACS Series MCV Fund | 10 541 | 101,43 | 938 | 100,21 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 13 793 | 6,43 | 1 269 | 15,06 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 21 254 | 0,52 | 1 955 | 8,68 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 84 826 | 4,20 | 7 902 | 14,11 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 2 272 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 71 161 | 22,33 | 6 545 | 32,26 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 4 299 | 395 | ||||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 6 728 | 619 | ||||||
| 2025-07-25 | 13F | Pandora Wealth, Inc. | 100 | 9 | ||||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 61 471 | 19,30 | 5 653 | 28,98 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 95 988 | 18,72 | 8 828 | 28,35 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 9 899 322 | 23,46 | 910 441 | 33,47 | ||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 13 410 | 1 233 | ||||||
| 2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 81 327 | 2,65 | 7 480 | 10,98 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 694 | 6,31 | 248 | 14,88 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 5 129 | 59,98 | 472 | 73,16 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 6 538 | 21,28 | 601 | 31,22 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 9 606 | 0,46 | 883 | 8,61 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 2 368 | 218 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9 423 | 1,11 | 867 | 9,34 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 68 668 | 20,72 | 5 921 | 17,90 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 87 202 | 8 020 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 9 608 | 0,06 | 817 | −3,66 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 6 325 | 15,21 | 582 | 24,68 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 2 431 | 0,25 | 0 | |||||
| 2025-07-30 | 13F | Advantage Trust Co | 304 | 28 | ||||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 38 873 | 0,11 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 16 067 | 0,84 | 1 484 | 9,68 | ||||
| 2025-08-08 | 13F | Carl P. Sherr & Co., LLC | 51 746 | 3,03 | 4 759 | 11,40 | ||||
| 2025-07-11 | 13F | Financial Advisory Corp | 2 200 | 202 | ||||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 42 799 | 50,55 | 3 936 | 62,78 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 70 780 | 0,66 | 6 510 | 8,83 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 512 | 54,22 | 44 | 65,38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 250 817 | 14,70 | 23 068 | 24,01 | ||||
| 2025-07-03 | 13F | Higgins & Schmidt Wealth Strategies LLC | 9 633 | 886 | ||||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 5 079 | 0,24 | 468 | 9,37 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 402 940 | 3,05 | 37 058 | 11,41 | ||||
| 2025-07-24 | 13F | Eastern Bank | 32 599 | 64,11 | 2 998 | 77,50 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | 2 | ||||||
| 2025-08-06 | 13F | Hoxton Planning & Management, LLC | 91 969 | 2,06 | 8 458 | 10,35 | ||||
| 2025-07-16 | 13F | Southern Capital Advisors, Llc | 17 238 | 3,84 | 1 585 | 12,25 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 202 346 | 10,86 | 18 610 | 19,85 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 52 | 5 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 290 717 | 25,44 | 26 737 | 35,62 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 28 404 | 0,30 | 2 612 | 8,43 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 2 227 | 205 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 12 635 | 17,07 | 1 162 | 26,58 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 3 402 | 313 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5 537 | 509 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 4 430 | 9,79 | 407 | 18,66 | ||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 3 067 | 0,59 | 286 | 5,95 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 9 797 | 42,34 | 901 | 54,02 | ||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 21 836 | 2 008 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 38 121 | 1,54 | 3 506 | 9,77 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 580 | 53 | ||||||
| 2025-07-09 | 13F | Affinity Capital Advisors, LLC | 6 688 | 53,46 | 615 | 77,23 | ||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 29 765 | 0,15 | 2 738 | 8,27 | ||||
| 2025-07-23 | 13F | Objectivity Squared, LLC | 3 187 | 0,28 | 293 | 15,81 | ||||
| 2025-08-12 | 13F | Private Management Group Inc | 18 805 | 0,05 | 1 729 | 8,20 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 74 947 | 18,56 | 6 893 | 28,18 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 33 355 | 12,42 | 3 068 | 21,56 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 164 390 | 9,98 | 15 119 | 18,90 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 21 109 | 16,81 | 1 941 | 26,28 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 9 511 | 1,05 | 875 | 9,25 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 8 884 | 0,12 | 817 | 8,36 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 86 647 | 2,60 | 7 969 | 10,91 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 9 838 | 12,83 | 905 | 22,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 4 643 | 39,26 | 427 | 50,88 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 11 541 | 0,52 | 1 061 | 8,71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 18 451 | 10,41 | 1 697 | 19,35 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 7 142 | 0,03 | 1 | |||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 135 960 | 17,60 | 12 504 | 27,14 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 7 122 | 0,86 | 655 | 9,00 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 3 003 | 276 | ||||||
| 2025-07-21 | 13F | Stock Yards Bank & Trust Co | 501 728 | 2,70 | 46 144 | 11,03 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio | 2 808 | 8,75 | 258 | 17,81 | ||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 48 062 | 2,16 | 4 420 | 10,44 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6 192 793 | 204,24 | 569 550 | 228,92 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 2 244 | 10,87 | 206 | 19,77 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 78 908 | 100,00 | 7 257 | 116,24 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 40 676 | 7,81 | 3 741 | 16,55 | ||||
| 2025-07-18 | 13F | Ewa, Llc | 3 764 | 346 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 7 058 | 0,07 | 649 | 8,17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19 081 | 4,27 | 1 755 | 14,94 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 25 087 | 0,03 | 2 307 | 8,16 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 12 208 | 0,24 | 1 123 | 4,28 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 18 830 | 51,14 | 1 732 | 63,46 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 3 256 | 0,03 | 299 | 8,33 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 908 254 | 2,76 | 83 532 | 11,09 | ||||
| 2025-07-29 | 13F | Shelter Mutual Insurance Co | 4 050 | 372 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 4 109 | 0,24 | 378 | 8,33 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 18 694 | 1,38 | 1 719 | 9,63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 2 711 | 249 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 768 | 0,14 | 530 | 8,16 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 2 860 | 263 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 100 | 26,58 | 9 | 50,00 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 8 101 | 2,53 | 745 | 10,86 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 23 977 | 1,24 | 2 205 | 9,48 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 6 318 | 581 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 137 | 45,74 | 13 | 71,43 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 69 381 | 0,89 | 6 381 | 9,06 | ||||
| 2025-07-09 | 13F | Baron Financial Group, LLC | 61 455 | 5,72 | 5 652 | 14,30 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 335 130 | 6,27 | 31 | 15,38 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 7 050 | 648 | ||||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 165 799 | 2,75 | 15 249 | 11,08 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 38 756 | 1,45 | 3 564 | 9,70 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 119 | 0,43 | 1 390 | 9,11 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 1 471 | 1,38 | 135 | 9,76 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 063 753 | 31,78 | 373 743 | 42,46 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 192 586 | 9 097,04 | 2 | −98,88 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 276 | 22,12 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 6 203 | 2,56 | 1 | |||||
| 2025-07-17 | 13F | City Holding Co | 74 283 | 0,15 | 6 832 | 8,27 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 94 494 | 0,05 | 8 691 | 8,17 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 3 104 | 285 | ||||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 18 396 | 1 692 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 25 500 | 87,50 | 2 345 | 102,85 | |||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 33 610 | 76,14 | 3 091 | 90,45 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17 341 | 3,67 | 1 595 | 12,10 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 7 793 | 0,01 | 717 | 8,16 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 136 | 201 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1 082 | 99 | ||||||
| 2025-08-12 | 13F | Trexquant Investment LP | 2 245 | 206 | ||||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 2 937 | 0,24 | 270 | 8,43 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 61 672 | 0,02 | 5 672 | 8,12 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 49 | 5 | ||||||
| 2025-07-23 | 13F | Monte Financial Group, LLC | 2 422 | 223 | ||||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 2 208 | 203 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 70 442 | 64,86 | 6 479 | 78,26 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 84 387 | 223,57 | 7 761 | 249,91 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 3 796 616 | 0,22 | 349 175 | 8,35 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 11 364 | 13,10 | 1 045 | 22,37 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 381 204 | 33,28 | 35 059 | 44,09 | ||||
| 2025-07-17 | 13F | Farmers & Merchants Trust Co of Long Beach | 23 308 | 5,78 | 2 144 | 14,35 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 3 129 | 3,78 | 288 | 12,11 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 4 675 | 430 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 5 525 | 8,21 | 515 | 18,66 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 2 903 | 267 | ||||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 3 288 | 302 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 50 053 | 36,58 | 4 605 | 47,66 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 29 125 | 1,54 | 2 729 | 11,89 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 172 630 | 2,51 | 15 877 | 10,82 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 190 | 16 | ||||||
| 2025-08-08 | 13F | Creative Planning | 930 420 | 35,92 | 85 571 | 46,94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 521 577 | 3,52 | 47 969 | 11,91 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 8 535 | 785 | ||||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 128 801 | 5,48 | 11 846 | 14,03 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 38 | 3 | ||||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 5 408 | 497 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 79 490 | 938,27 | 7 | |||||
| 2025-07-08 | 13F | Apella Capital, LLC | 2 339 | 218 | ||||||
| 2025-08-01 | 13F | Pettee Investors, Inc. | 2 184 | 201 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 118 327 | 123,98 | 10 883 | 142,15 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 100 800 | 221,02 | 9 271 | 247,06 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 3 600 | 331 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 709 795 | 1,07 | 249 220 | 9,27 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 764 638 | 186,34 | 70 324 | 209,57 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 13 617 | 1 276 | ||||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 216 | 20 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 56 563 | 15,40 | 5 202 | 24,78 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 2 789 | 0,04 | 257 | 8,02 | ||||
| 2025-08-11 | 13F | Guidance Point Advisors, LLC | 3 889 | 0,05 | 358 | 8,18 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 35 033 | 0,12 | 3 222 | 8,23 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 108 225 | 2,13 | 9 953 | 10,42 | ||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 26 129 | 2 403 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 8 316 | 0,36 | 765 | 8,52 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 390 | 2,88 | 220 | 11,17 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 3 380 | 311 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 93 | 257,69 | 9 | 300,00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 2 917 | 15,85 | 268 | 25,23 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 215 | 2 587,50 | 20 | |||||
| 2025-07-10 | 13F | Sky Investment Group LLC | 232 | 1,31 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 12 580 | 242,87 | 1 157 | 270,51 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 5 832 | 1,50 | 536 | 9,84 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 65 345 | 123,10 | 6 010 | 141,23 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 26 391 | 1,41 | 2 427 | 9,67 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 5 309 | 0,25 | 488 | 8,44 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 37 514 | 2,74 | 3 450 | 11,08 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 584 | 0,69 | 54 | 8,16 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 39 251 | 0,20 | 3 339 | −3,55 | ||||
| 2025-08-14 | 13F | Hillman Capital Management, Inc. | 2 433 | 0,16 | 224 | 8,25 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 4 480 | 5,51 | 412 | 13,85 | ||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 14 756 | 3 561,54 | 1 357 | 3 891,18 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 471 | 0,43 | 43 | 10,26 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 4 710 | 433 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 57 572 | 0,19 | 5 295 | 8,31 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 12 942 | 18,74 | 1 190 | 28,37 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 2 332 | 215 | ||||||
| 2025-07-31 | 13F | Lee Danner & Bass Inc | 7 924 | 2,26 | 729 | 10,47 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 10 081 | 198,52 | 939 | 227,18 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 073 681 | 2,01 | 98 746 | 10,29 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 049 642 | 1,91 | 280 476 | 10,17 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 2 288 | 210 | ||||||
| 2025-08-05 | 13F | Marion Wealth Management | 2 188 | 201 | ||||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 211 500 | 0,48 | 19 452 | 8,63 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23 650 | 1,83 | 2 175 | 10,13 | ||||
| 2025-08-07 | 13F | Beese Fulmer Investment Management, Inc. | 8 744 | 12,05 | 804 | 21,27 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 10 680 | 16,04 | 982 | 25,58 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 8 706 | 23,58 | 801 | 33,56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 136 486 | 0,16 | 104 523 | 8,28 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 8 630 | 0,28 | 794 | 8,33 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 27 835 | 5,52 | 2 560 | 14,04 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 33 | 3 | ||||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 20 446 | 0,06 | 1 880 | 8,17 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 166 295 | 9,37 | 15 294 | 18,24 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 53 134 | 5,30 | 4 887 | 13,84 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 68 386 | 7,46 | 6 289 | 16,18 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 4 996 | 74,75 | 468 | 91,02 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 2 198 | 202 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 504 | 0,20 | 46 | 9,52 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 831 | 0,12 | 76 | 2,70 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek Long/Short Opportunity Fund Institutional Class | Short | −69 100 | 8,82 | −5 815 | 39,19 | |||
| 2025-07-29 | 13F | Regions Financial Corp | 291 489 | 15,36 | 26 808 | 24,72 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 16 | 1 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 217 865 | 36,19 | 20 037 | 47,24 | ||||
| 2025-08-08 | 13F | Capital Investment Counsel, Inc | 1 598 | 43,45 | 147 | 55,32 | ||||
| 2025-08-18 | 13F | Old North State Trust, LLC | 8 225 | 1 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5 644 | 0,71 | 519 | 9,03 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 57 927 | 0,95 | 5 328 | 9,14 | ||||
| 2025-08-07 | 13F | Commerce Bank | 1 530 740 | 0,48 | 140 782 | 8,63 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 31 427 | 10,72 | 2 890 | 19,72 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 6 346 | 2,69 | 584 | 11,05 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 63 168 | 5,18 | 5 810 | 13,72 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 4 059 | 0,30 | 373 | 8,43 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7 567 | 21,62 | 696 | 31,38 | ||||
| 2025-07-10 | 13F | Compton Wealth Advisory Group, LLC | 15 824 | 0,36 | 1 455 | 8,50 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 5 907 | 29,65 | 543 | 40,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 054 593 | 3,71 | 96 991 | 12,12 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 10 024 | 7,97 | 922 | 16,73 | ||||
| 2025-08-13 | 13F | New South Capital Management Inc | 33 730 | 253,93 | 3 102 | 282,96 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 2 328 | 214 | ||||||
| 2025-08-08 | 13F | Taylor, Cottrill, Erickson & Associates, Inc. | 45 591 | 0,05 | 4 193 | 8,18 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 3 238 | 300 | ||||||
| 2025-07-09 | 13F | Taddei, Ludwig & Associates, Inc. | 15 912 | 2,68 | 1 463 | 11,00 | ||||
| 2025-08-08 | 13F/A | Sterling Capital Management LLC | 14 419 | 8,97 | 1 326 | 17,87 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 115 764 | 0,31 | 10 647 | 8,44 | ||||
| 2025-07-16 | 13F | Amarillo National Bank | 236 098 | 2,80 | 21 714 | 11,14 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 11 035 | 0,23 | 1 | |||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 3 450 | 21,35 | 329 | 38,40 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 205 120 | 0,79 | 18 865 | 8,98 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 415 | 123,12 | 38 | 153,33 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 18 870 | 24,05 | 1 735 | 34,08 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 8 485 | 0,02 | 780 | 8,18 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 21 331 | 671,46 | 2 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 8 425 | 8,30 | 775 | 17,10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 61 845 | 11,28 | 5 885 | 23,74 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 2 324 | 214 | ||||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 164 069 | 1,92 | 15 089 | 10,19 | ||||
| 2025-07-16 | 13F | Stillwater Capital Advisors, LLC | 10 238 | 0,16 | 942 | 8,29 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 1 277 | 0,63 | 117 | 4,46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 184 333 | 0,54 | 16 953 | 8,70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 477 302 | 1,45 | 44 | 7,50 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 7 137 | 0,30 | 656 | 8,43 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 13 888 | 4,34 | 1 277 | 12,81 | ||||
| 2025-07-10 | 13F | Fulton Bank, N.a. | 82 516 | 0,47 | 7 589 | 8,62 | ||||
| 2025-08-05 | 13F | Welch & Forbes Llc | 22 727 | 0,49 | 2 090 | 8,63 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 1 021 889 | 10,15 | 93 983 | 19,09 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 3 015 | 277 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 74 976 | 6 896 | ||||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 7 885 | 208,01 | 725 | 234,10 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 12 154 | 158,38 | 1 118 | 179,25 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 126 873 | 2,19 | 11 668 | 10,48 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 654 268 | 3,02 | 60 173 | 11,38 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 62 468 | 5,08 | 5 745 | 13,60 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 2 824 | 260 | ||||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 60 505 | 1,22 | 5 565 | 9,42 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 8 674 | 0,99 | 798 | 9,18 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 38 686 | 27,37 | 3 558 | 37,71 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 6 702 | 616 | ||||||
| 2025-07-11 | 13F | Lantz Financial LLC | 2 752 | 8,77 | 253 | 17,67 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 12 354 | 6,68 | 1 092 | 10,86 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 78 688 | 3,72 | 7 237 | 12,13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 12 837 | 0,79 | 1 181 | 8,96 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 19 483 | 58,93 | 1 792 | 71,88 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 533 | 0,13 | 141 | 8,46 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 960 | 340,51 | 433 | 222,39 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 35 178 | 5,82 | 3 235 | 14,23 | ||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3 614 | 3,91 | 332 | 12,54 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 3 549 | 8,73 | 326 | 17,69 | ||||
| 2025-08-05 | 13F | Mason Investment Advisory Services, Inc. | 2 519 | 0,04 | 232 | 7,94 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 8 439 | 0,17 | 776 | 8,38 | ||||
| 2025-08-12 | 13F | Pettyjohn, Wood & White, Inc | 3 149 | 290 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 507 | 35,01 | 506 | 46,24 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 49 953 | 9,81 | 4 594 | 18,74 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 104 787 | 660,59 | 9 637 | 722,97 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 312 | 29 | ||||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 2 836 | 1 855,86 | 241 | 1 908,33 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 882 080 | 7,97 | 81 125 | 16,73 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 47 025 | 4,68 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1 353 515 | 1,86 | 124 483 | 10,12 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 3 190 | 293 | ||||||
| 2025-07-28 | 13F | Stegner Investment Associates Inc. | 356 643 | 7,87 | 32 801 | 16,62 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 3 540 276 | 4,36 | 331 052 | 11,48 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 5 900 | 7,70 | 543 | 16,31 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 27 991 | 23,06 | 2 574 | 33,09 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 3 012 | 277 | ||||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 3 496 | 0,29 | 322 | 8,45 | ||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 14 436 | 3,64 | 1 328 | 12,07 | ||||
| 2025-07-16 | 13F | American National Bank | 9 217 | 6,96 | 848 | 15,55 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1 898 | 0,32 | 175 | 8,75 | ||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 6 093 | 560 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 132 | 12 | ||||||
| 2025-07-11 | 13F | Hilltop Wealth Advisors, Llc | 25 913 | 17,21 | 2 383 | 26,76 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 10 545 | 0,06 | 970 | 8,15 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 6 837 | 5,12 | 582 | 1,22 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 735 279 | 2,06 | 159 593 | 10,34 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 2 466 | 3,44 | 227 | 11,88 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 1 767 | 0,28 | 163 | 8,72 | ||||
| 2025-07-03 | 13F | Sage Capital Advisors,llc | 17 999 | 0,42 | 1 655 | 8,60 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 48 481 | 3,74 | 4 459 | 12,15 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 8 740 | 0,76 | 804 | 8,96 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 6 736 | 2,06 | 620 | 10,34 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 2 316 | 213 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61 318 | 11,44 | 5 639 | 20,49 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 10 004 | 3,63 | 920 | 12,06 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 34 259 | 3,97 | 3 151 | 12,38 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 190 | 65,44 | 477 | 79,32 | ||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1 425 | 90,00 | 131 | 107,94 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 48 604 | 4 470 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 77 871 | 1,60 | 7 162 | 9,83 | ||||
| 2025-08-15 | 13F | Lgl Partners, Llc | 8 864 | 0,29 | 826 | 9,85 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 2 280 | 210 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 513 | 0,20 | 47 | 4,44 | ||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 3 094 | 0,29 | 285 | 8,40 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 38 211 | 27,82 | 3 514 | 38,18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 604 864 | 29,56 | 55 648 | 40,06 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 14 540 | 0,04 | 1 337 | 8,17 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 7 470 | 0,66 | 687 | 8,72 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 245 | 23 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 17 249 | 1,17 | 1 586 | 9,00 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 147 810 | 0,74 | 13 594 | 8,92 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3 934 | 4,93 | 362 | 13,52 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 57 355 | 0,04 | 5 275 | 8,14 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 2 295 | 0 | ||||||
| 2025-07-30 | 13F | MEMBERS Trust Co | 4 449 | 409 | ||||||
| 2025-07-21 | 13F | Pacific Financial Group Inc | 10 531 | 0,03 | 969 | 8,16 | ||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 73 587 | 67,91 | 6 768 | 81,52 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 720 | 205,08 | 66 | 230,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 4 831 | 5,23 | 444 | 13,85 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 18 541 | 105,39 | 1 705 | 122,29 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 3 229 | 8,98 | 297 | 17,46 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 34 381 | 4,56 | 3 162 | 13,05 | ||||
| 2025-08-08 | 13F | Grandfield & Dodd, Llc | 2 713 | 1,42 | 250 | 9,69 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 61 508 | 2,79 | 5 657 | 11,12 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 35 651 | 1,30 | 3 279 | 9,52 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 39 188 070 | 2,41 | 3 604 127 | 10,71 | ||||
| 2025-04-10 | 13F | Bremer Bank National Association | 26 848 | 18,07 | 2 284 | 13,58 | ||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 128 882 | 3,08 | 11 853 | 11,45 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 2 613 195 | 0,19 | 240 336 | 8,31 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 6 272 | 0,29 | 577 | 8,27 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 15 227 | 3,25 | 1 400 | 11,64 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 829 814 | 6,65 | 76 318 | 15,30 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 49 | 25,64 | 5 | 33,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 166 871 | 8,02 | 15 | 15,38 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9 437 | 6,96 | 868 | 15,60 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS Index Series MC Portfolio | 74 320 | 23,77 | 6 835 | 33,81 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35 209 | 1,66 | 3 238 | 10,06 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 121 136 | 7,87 | 11 141 | 16,62 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 996 | 398,00 | 92 | 435,29 | ||||
| 2025-08-14 | 13F | Harris Associates L P | 1 000 | 92 | ||||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 35 001 | 0,01 | 3 219 | 8,13 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 18 091 | 0,08 | 1 664 | 8,26 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 26 998 | 0,38 | 2 483 | 8,52 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26 878 | 2,18 | 2 472 | 10,46 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4 540 | 3,02 | 418 | 11,50 | ||||
| 2025-08-13 | 13F | Integrity Investment Advisors, LLC | 2 450 | 0,33 | 225 | 8,70 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 2 798 | 4,87 | 257 | 9,36 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 14 665 | 11,24 | 1 349 | 15,71 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5 529 | 508 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 18 786 | 10,53 | 1 728 | 19,52 | ||||
| 2025-07-22 | 13F | Wells Trecaso Financial Group, LLC | 25 023 | 12,03 | 2 301 | 21,11 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 3 175 | 292 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 2 187 | 201 | ||||||
| 2025-07-28 | 13F | Nadler Financial Group, Inc. | 71 573 | 3,65 | 6 583 | 12,05 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 16 026 | 14,69 | 1 474 | 23,99 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 4 414 | 2,03 | 406 | 10,63 | ||||
| 2025-07-23 | NP | IMCVX - Voya Multi-Manager Mid Cap Value Fund Class I | 3 815 | 23,30 | 339 | 22,83 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 74 | 7 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 466 | 43 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 95 864 | 2,59 | 8 817 | 10,91 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 3 017 | 20,68 | 277 | 30,66 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 805 274 | 6,64 | 74 061 | 15,29 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3 629 | 2,37 | 334 | 10,63 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 43 669 | 18,75 | 4 016 | 28,39 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 2 304 | 212 | ||||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 14 428 | 3,01 | 1 327 | 11,34 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 3 300 | 302 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 3 000 | 274 | |||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 28 702 | 3,64 | 2 640 | 12,06 | ||||
| 2025-08-13 | 13F | Quantbot Technologies LP | 699 | 64 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 26 525 | 28,20 | 2 439 | 38,58 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 71 797 | 0,75 | 6 603 | 8,92 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 071 | 4,38 | 742 | 12,94 | ||||
| 2025-08-19 | 13F/A | Pitcairn Co | 2 312 | 213 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 48 147 | 7,62 | 4 428 | 11,99 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 5 381 | 4,83 | 0 | |||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 11 066 | 1 040 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 35 208 | 1,25 | 3 238 | 9,47 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 35 655 | 19,86 | 3 279 | 29,60 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 5 250 | 1,25 | 483 | 9,30 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 45 230 | 5,81 | 4 160 | 14,38 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 220 910 | 6,22 | 20 317 | 14,84 | ||||
| 2025-09-03 | 13F | American Trust | 2 483 | 228 | ||||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 3 200 | 294 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 5 387 723 | 0,69 | 495 509 | 8,86 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 58 581 | 3,05 | 5 525 | 14,23 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 31 158 | 2,48 | 2 866 | 10,79 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 56 615 | 185,65 | 5 207 | 208,78 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 10 160 | 19,74 | 934 | 29,54 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 106 120 | 0,65 | 9 760 | 8,81 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 1 285 599 | 2,67 | 118 237 | 10,99 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 6 681 | 0,04 | 626 | 17,89 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 7 279 | 144,75 | 669 | 165,48 | ||||
| 2025-08-15 | 13F | Morse Asset Management, Inc | 921 | 1,10 | 85 | 9,09 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 15 900 | 106,76 | 1 462 | 123,55 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 376 931 | 0,58 | 34 663 | 8,73 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 58 832 | 5 411 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 434 754 | 14,54 | 39 984 | 23,83 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 3 317 | 0,03 | 313 | 13,41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 174 305 | 3,78 | 15 978 | 12,47 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 23 507 | 47,73 | 2 162 | 59,72 | ||||
| 2025-06-24 | NP | SWMCX - Schwab U.S. Mid-Cap 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 | 34 500 | 23,21 | 2 903 | 12,65 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 413 792 | 3,03 | 38 056 | 11,39 | ||||
| 2025-08-13 | 13F | Prossimo Advisors, LLC | 11 142 | 1 | ||||||
| 2025-07-29 | 13F | Swmg, Llc | 16 475 | 3,05 | 1 564 | 17,34 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 4 248 | 3,16 | 391 | 11,43 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 5 627 | 6,61 | 517 | 15,40 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 24 383 | 3,43 | 2 243 | 11,82 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16 445 | 1 512 | ||||||
| 2025-08-11 | 13F | Invenio Wealth Partners Llc | 7 529 | 55,62 | 692 | 68,37 | ||||
| 2025-07-31 | 13F | City State Bank | 40 | 4 | ||||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 11 361 | 66,83 | 1 045 | 80,31 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 3 091 | 37,56 | 284 | 37,20 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 14 251 | 34,08 | 1 311 | 44,91 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 13 084 | 55,82 | 1 203 | 68,49 | ||||
| 2025-08-07 | 13F | Fox Financial, Inc | 157 525 | 1,14 | 14 488 | 9,34 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 5 712 | 11,69 | 525 | 20,69 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 13 785 | 9,96 | 1 268 | 18,86 | ||||
| 2025-08-06 | 13F | Chancellor Financial Group WB LP | 3 046 | 0,03 | 280 | 8,11 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 467 506 | 2,53 | 42 997 | 10,85 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 2 217 | 204 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 17 483 | 113,16 | 1 555 | 135,96 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 19 801 | 2,56 | 1 821 | 10,90 | ||||
| 2025-07-08 | 13F | Corepath Wealth Partners Llc | 4 479 | 420 | ||||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 28 534 | 1,69 | 2 624 | 9,93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18 779 | 24,34 | 1 727 | 34,50 | ||||
| 2025-07-18 | 13F | Impact Capital Partners LLC | 2 205 | 203 | ||||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 1 143 667 | 2,07 | 105 183 | 10,34 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 3 848 | 3,27 | 0 | |||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 2 283 | 210 | ||||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 131 832 | 6,81 | 12 125 | 15,48 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 20 962 | 0,54 | 1 928 | 8,69 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 101 499 | 1,00 | 9 335 | 9,18 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 163 125 | 0,80 | 15 003 | 8,98 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 3 286 | 302 | ||||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 67 126 | 1,18 | 6 174 | 9,39 | ||||
| 2025-07-15 | 13F | Smith & Howard Wealth Management, LLC | 45 906 | 2,17 | 4 222 | 10,44 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 3 410 | 0,06 | 314 | 8,30 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 9 471 | 2,51 | 871 | 10,96 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 1 980 792 | 0,18 | 182 173 | 8,31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 17 877 | 38,97 | 1 644 | 50,27 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2 470 | 0,16 | 210 | −3,23 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 7 946 | 136,56 | 731 | 156,14 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 4 261 | 11,84 | 392 | 20,68 | ||||
| 2025-07-31 | 13F | SoundView Advisors Inc. | 2 642 | 0 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 26 999 | 141,43 | 2 483 | 161,09 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 2 614 856 | 1,14 | 240 488 | 9,34 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 945 315 | 8,13 | 270 881 | 32,81 | ||||
| 2025-07-11 | 13F | Arthur M. Cohen & Associates, Llc | 5 026 | 0,16 | 462 | 8,45 | ||||
| 2025-07-29 | 13F | Citizens Business Bank | 645 119 | 3,02 | 59 332 | 11,38 | ||||
| 2025-08-08 | 13F | Royal Harbor Partners, LLC | 2 987 | 1,32 | 275 | 9,60 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 48 198 | 104,08 | 4 575 | 127,68 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 494 871 | 0,72 | 45 513 | 8,89 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 3 259 | 300 | ||||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 900 | 83 | ||||||
| 2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 436 | 40 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 176 467 | 30,16 | 16 230 | 40,72 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 4 108 | 1,63 | 378 | 9,91 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 54 207 | 4 985 | ||||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 2 767 | 254 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 25 653 | 0,69 | 2 359 | 8,86 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 5 800 | 533 | ||||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 34 857 | 26,20 | 3 206 | 36,44 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 27 992 | 0,12 | 2 574 | 8,24 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 11 192 | 3,28 | 1 029 | 11,73 | ||||
| 2025-08-04 | 13F | Center for Financial Planning, Inc. | 9 002 | 1,12 | 828 | 9,25 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 4 619 | 0,04 | 425 | 5,47 | ||||
| 2025-08-07 | 13F | Tillman Hartley LLC | 3 000 | 276 | ||||||
| 2025-07-23 | 13F | Dohj, Llc | 42 096 | 1 449,93 | 3 441 | 1 389,18 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 4 853 | 0,39 | 446 | 8,52 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 162 | 386 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 19 407 | 29,98 | 1 785 | 40,03 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 114 518 | 58,98 | 10 532 | 71,89 | ||||
| 2025-07-23 | 13F | Cfm Wealth Partners Llc | 69 726 | 1,33 | 6 413 | 9,55 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 10 815 | 3,50 | 995 | 11,94 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 2 621 | 241 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 339 958 | 6,69 | 31 266 | 15,34 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 74 310 | 3,43 | 6 834 | 11,83 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 425 | 54,55 | 39 | 69,57 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 8 228 | 0,29 | 757 | 8,46 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 482 136 | 0,34 | 44 342 | 8,48 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 4 747 | 437 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 398 | 10,56 | 37 | 20,00 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 5 718 | 0,05 | 526 | 8,02 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 7 249 | 21,98 | 667 | 31,88 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 13 200 | 46,67 | 1 214 | 58,69 | |||
| 2025-08-25 | 13F | Hilltop Partners LLC | 2 387 | 220 | ||||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 10 189 | 1,15 | 937 | 5,28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 55 685 | 329,73 | 5 121 | 364,70 | ||||
| 2025-08-13 | 13F | Bollard Group LLC | 2 356 | 0,17 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 2 474 | 228 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 2 147 | 202 | ||||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 44 535 | 17,06 | 4 096 | 26,55 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 9 504 | 5,74 | 874 | 14,40 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 17 809 | 15,91 | 1 515 | 11,56 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 6 170 | 77,10 | 567 | 91,55 | ||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 2 277 | 209 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 69 710 394 | 4,83 | 6 379 274 | 13,34 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 872 | 137,60 | 80 | 166,67 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 562 | 202,87 | 787 | 227,92 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 96 049 | 8,86 | 8 834 | 17,69 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 2 813 | 7,82 | 259 | 16,74 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 3 681 | 8,78 | 339 | 17,77 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 32 427 | 0,89 | 2 982 | 9,07 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 9 111 | 838 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 26 399 | 12,13 | 2 428 | 21,23 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 22 700 | 170,24 | 2 088 | 192,30 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 5 906 | 30,40 | 547 | 41,71 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 4 702 | 0,30 | 432 | 8,54 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 13 152 | 6,19 | 1 210 | 14,81 | ||||
| 2025-08-08 | 13F | Mjp Associates Inc /adv | 5 995 | 2,32 | 551 | 10,64 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 5 270 | 0 | ||||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 20 403 | 0,49 | 2 | 0,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 31 183 | 52,34 | 2 868 | 64,68 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 8 001 | 80,49 | 736 | 94,96 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 4 434 | 408 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 553 | 51 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 2 848 | 262 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4 599 | 9,16 | 423 | 17,88 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 50 690 | 3,59 | 4 662 | 11,99 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 193 | 18 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 23 229 | 2,10 | 2 136 | 10,39 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 39 238 | 81,66 | 3 609 | 96,41 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 4 358 | 24,55 | 401 | 34,68 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3 826 | 0,03 | 352 | 8,00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 137 186 | 39,36 | 12 617 | 50,67 | ||||
| 2025-07-31 | 13F | Mycio Wealth Partners, Llc | 47 015 | 2,77 | 4 324 | 11,10 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 145 750 | 2,36 | 13 405 | 10,66 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 15 942 | 51,37 | 1 466 | 63,80 | ||||
| 2025-08-14 | 13F | Premier Financial Group | 2 208 | 207 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 8 952 | 89 420,00 | 823 | −3,97 | ||||
| 2025-08-13 | 13F | West Chester Capital Advisors, Inc | 9 141 | 0,67 | 841 | 8,81 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 20 451 | 5,11 | 1 881 | 13,60 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 37 688 | 2,80 | 3 466 | 6,98 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17 555 | 1 615 | ||||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 26 011 | 0,29 | 2 392 | 8,43 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 131 368 | 34,00 | 12 082 | 44,87 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 400 | 37 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 30 382 | 13,82 | 2 794 | 23,08 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 2 224 | 205 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 67 227 | 1,25 | 6 408 | 13,46 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 10 564 | 4,41 | 972 | 12,91 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 10 025 | 3,59 | 922 | 11,91 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 5 444 | 2,04 | 501 | 10,38 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 22 280 | 8,00 | 2 049 | 16,82 | ||||
| 2025-07-28 | 13F | Ckw Financial Group | 7 | 0 | ||||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 13 897 | 11,20 | 1 278 | 20,23 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 288 | 62,48 | 578 | 75,68 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 273 859 | 3,37 | 25 187 | 11,75 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 993 | 0,20 | 91 | 8,33 | ||||
| 2025-08-14 | 13F | London Co Of Virginia | 6 | 200,00 | 1 | |||||
| 2025-07-16 | 13F | Patton Fund Management, Inc. | 165 655 | 2,29 | 15 235 | 10,59 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 9 253 | 581,37 | 851 | 639,13 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 56 275 | 2,91 | 5 176 | 11,24 |
