Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF inkluderar Nationwide Fund Advisors, Hamilton Capital, LLC, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II, First Financial Bank - Trust Division, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II, FUKOKU MUTUAL LIFE INSURANCE Co, Midwest Trust Co, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II, Tobias Financial Advisors, Inc., NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I, NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I, och NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Vicus Capital | 131 004 | 3,22 | 7 448 | 2,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 1 007 194 | 12,95 | 57 259 | 12,38 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 77 | 4 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 22 605 | 13,11 | 1 285 | 12,62 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 560 284 | 40,50 | 31 852 | 38,84 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 49 254 | 6,03 | 2 800 | 5,50 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 6 172 | 18,94 | 351 | 18,24 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 53 824 | 6,92 | 3 060 | 6,36 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 175 867 | 10,87 | 9 996 | 10,31 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 8 472 | 20,05 | 484 | 27,70 | ||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 33 658 | 198,02 | 1 913 | 196,59 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 63 074 | 13,80 | 3 586 | 13,23 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 4 633 | 263 | ||||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 319 | 61,05 | 0 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 120 950 | 15,96 | 6 876 | 15,39 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth Fund Class II | 358 926 | 20 405 | ||||||
| 2025-09-17 | NP | NWNAX - Nationwide Destination 2045 Fund Class A | 58 516 | 3,16 | 3 305 | 4,79 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 4 102 | 233 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 70 726 | 0,78 | 4 021 | 0,25 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 1 981 | 13,98 | 113 | 13,13 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 5 429 | 8,69 | 309 | 8,07 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 16 104 | 14,16 | 915 | 13,52 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 8 738 | 134,83 | 497 | 133,96 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 25 963 | 125,20 | 1 463 | 129,51 | ||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 3 748 | 2,57 | 213 | 2,40 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 14 334 | 53,57 | 815 | 52,72 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 5 907 | 3,50 | 336 | 2,76 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Balanced Fund Class II | 375 844 | 21 367 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth Fund Class II | 310 713 | 17 664 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 278 784 | 19,17 | 15 849 | 18,56 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 61 463 | 13,20 | 3 494 | 12,64 | ||||
| 2025-08-15 | 13F | Security National Bank Of Sioux City Iowa /ia/ | 23 645 | 140,17 | 1 344 | 139,15 | ||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 58 906 | 3 349 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 8 580 | 24,75 | 488 | 23,92 | ||||
| 2025-07-18 | 13F | Community Financial Services Group, LLC | 113 221 | 1,60 | 6 437 | 1,08 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 650 275 | 4,32 | 36 971 | 3,79 | ||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 24 397 | 4,69 | 1 387 | 4,13 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 22 852 | 16,17 | 1 299 | 15,57 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 78 889 | 9,27 | 4 485 | 8,70 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 2 097 | 3,61 | 119 | 3,48 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 1 532 | 1,73 | 87 | 1,16 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 16 308 | 4,49 | 927 | 4,04 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 5 367 | 305 | ||||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 83 172 | 3,68 | 4 728 | 3,12 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 5 012 | 2,24 | 285 | 1,43 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 14 700 | 833 | |||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 10 369 | 3,89 | 589 | 3,33 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 708 349 | 191,48 | 97 120 | 190,00 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 57 947 | 3,53 | 3 294 | 3,00 | ||||
| 2025-07-28 | 13F | Melia Wealth LLC | 645 241 | 5,45 | 36 682 | 4,92 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Capital Appreciation Fund Class II | 366 172 | 20 817 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 189 804 | 25,43 | 10 845 | 24,58 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 117 819 | 1,32 | 6 698 | 0,80 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 62 817 | 0,59 | 3 571 | 0,08 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 50 388 | 15,68 | 2 865 | 15,11 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 10 700 | 2,60 | 608 | 2,18 | ||||
| 2025-08-12 | 13F | RiverFront Investment Group, LLC | 2 903 847 | 42,07 | 165 084 | 41,35 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 238 975 | 4,07 | 13 586 | 3,54 | ||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 3 733 | 212 | ||||||
| 2025-08-08 | 13F | Hudock, Inc. | 4 891 | 5,98 | 278 | 5,70 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 145 602 | 1,95 | 8 277 | 1,43 | ||||
| 2025-09-17 | NP | NWIAX - Nationwide Destination 2030 Fund Class A | 69 500 | 0,89 | 3 925 | 2,51 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 6 962 | 0,80 | 396 | 0,25 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 32 187 | 1,12 | 1 830 | 0,61 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 770 714 | 4,87 | 44 039 | 4,16 | ||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 25 703 | 10,37 | 1 461 | 9,85 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 215 174 | 13,03 | 12 233 | 12,46 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 307 785 | 1,12 | 17 498 | 0,61 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 1 797 | 2,63 | 102 | 2,00 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Yield ETF | 134 363 | 2,82 | 7 536 | −2,92 | ||||
| 2025-07-22 | 13F | Signature Wealth Management Partners, LLC | 237 623 | 6,43 | 13 509 | 5,89 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 316 | 544,90 | 18 | 750,00 | ||||
| 2025-08-05 | 13F | Hunter Associates Investment Management Llc | 128 655 | 6,44 | 7 | 16,67 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 22 156 | 109,65 | 1 260 | |||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 12 380 | 4,32 | 704 | 3,69 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Conservative Fund Class II | 174 392 | 9 914 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 187 316 | 5,71 | 11 | 0,00 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 69 811 | 131,48 | 3 969 | 128,84 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 29 404 | 15,03 | 1 672 | 14,45 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 431 | 25 | ||||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 296 745 | 11,44 | 17 | 6,67 | ||||
| 2025-08-12 | 13F | Resolute Wealth Strategies, LLC | 17 114 | 1,98 | 973 | 1,46 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 84 357 | 627,03 | 4 796 | 624,32 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 14 812 | 1,09 | 842 | 0,60 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Conservative Fund Class II | 152 313 | 8 659 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 392 016 | 5,21 | 22 286 | 4,67 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 7 915 | 30,01 | 450 | 29,39 | ||||
| 2025-07-30 | 13F | BTS Asset Management, Inc. | 9 659 | 2,89 | 549 | 2,43 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 123 862 | 4,04 | 7 042 | 3,51 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 133 911 | 20,72 | 7 613 | 20,10 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 13 452 | 14,60 | 765 | 14,03 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 543 695 | 6,75 | 30 917 | 6,21 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 36 142 | 124,19 | 2 055 | 123,02 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 4 119 | 235 | ||||||
| 2025-08-05 | 13F | Snider Financial Group | 71 127 | 1,52 | 4 044 | 1,00 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 12 032 | 10,16 | 684 | 9,62 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 39 | 2 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 131 | 405 | ||||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 1 962 031 | 1,85 | 111 541 | 4,53 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 134 076 | 10,23 | 7 622 | 9,67 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 6 901 | 2,83 | 392 | 2,35 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Conservative Fund Class I | 162 511 | 9 239 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 524 030 | 17,77 | 29 791 | 17,17 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 5 091 909 | 3,85 | 289 | 3,21 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 2 516 | 1 611,56 | 143 | 1 687,50 | ||||
| 2025-09-17 | NP | NWOAX - Nationwide Destination 2050 Fund Class A | 61 159 | 3,64 | 3 454 | 5,30 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 132 359 | 28,60 | 7 525 | 27,94 | ||||
| 2025-09-17 | NP | NWWRX - Nationwide Destination 2060 Fund Class A | 21 239 | 4,44 | 1 200 | 6,11 | ||||
| 2025-08-14 | 13F | Vienna Asset Management LLC | 180 786 | 27,01 | 10 278 | 26,36 | ||||
| 2025-09-17 | NP | NATIONWIDE MUTUAL FUNDS - Nationwide Destination 2070 Fund Institutional Service Class | 375 | 7,45 | 21 | 10,53 | ||||
| 2025-08-07 | 13F | PFG Advisors | 291 709 | 6,94 | 16 584 | 6,40 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 20 872 | 9,40 | 1 187 | 8,81 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 10 819 | 46,92 | 615 | 46,43 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 500 | 73,61 | 0 | |||||
| 2025-07-15 | 13F | Optima Capital Llc | 38 676 | 6,75 | 2 199 | 6,18 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 33 531 | 0,32 | 1 906 | −0,16 | ||||
| 2025-08-08 | 13F | Hedeker Wealth, LLC | 194 105 | 11,34 | 11 035 | 10,77 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1 383 274 | 9,41 | 78 639 | 8,86 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 660 516 | 4,22 | 37 550 | 3,69 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 75 904 | 8,77 | 4 315 | 8,23 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 56 648 | 0,76 | 3 220 | 0,25 | ||||
| 2025-08-01 | 13F | Wincap Financial Llc | 60 402 | 37,08 | 3 434 | 36,39 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 60 910 | 1,40 | 3 470 | 4,87 | ||||
| 2025-07-24 | 13F | Moseley Investment Management Inc | 37 827 | 8,45 | 2 150 | 7,88 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 173 367 | 1,27 | 9 856 | 0,76 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 5 486 | 13,02 | 312 | 12,27 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 79 748 | 9,37 | 4 534 | 8,81 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 31 504 | 16,21 | 1 791 | 15,62 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 378 855 | 4,05 | 21 538 | 3,52 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 20 060 | 40,05 | 1 137 | 38,88 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2 600 663 | 4,98 | 148 | 4,26 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 688 315 | 2,30 | 39 131 | 1,78 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 425 129 | 2,96 | 24 169 | 2,44 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 1 105 | 63 | ||||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 252 599 | 0,85 | 14 360 | 0,34 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 260 440 | 0,16 | 15 | 0,00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 83 861 | 4 756 | ||||||
| 2025-08-05 | 13F | 5T Wealth, LLC | 38 280 | 8,50 | 2 176 | 7,99 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5 028 | 4,21 | 286 | 3,64 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 6 933 | 34,86 | 394 | 34,47 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 064 828 | 1,02 | 174 235 | 0,51 | ||||
| 2025-08-14 | 13F | Houlihan Financial Resource Group, Ltd. | 8 900 | 1 | ||||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 15 517 | 62,18 | 880 | 61,28 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 57 683 | 3 279 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 13 726 | 56,80 | 780 | 56,00 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 31 436 | 13,55 | 1 787 | 13,03 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1 418 | 81 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 102 307 | 127,43 | 5 816 | 126,30 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 65 902 | 14,85 | 3 747 | 14,28 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 72 262 | 2,52 | 4 108 | 2,01 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 9 060 | 131,18 | 515 | 130,94 | ||||
| 2025-07-17 | 13F | Grandview Asset Management LLC | 14 976 | 8,56 | 1 | |||||
| 2025-08-13 | 13F | Maia Wealth LLC | 38 335 | 13,29 | 2 179 | 17,85 | ||||
| 2025-07-03 | 13F | CPA Asset Management LLC | 21 653 | 12,82 | 1 231 | 12,23 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3 049 | 2,56 | 173 | 2,37 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 89 607 | 12,70 | 5 094 | 12,15 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 290 886 | 2,53 | 16 537 | 2,01 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Aggressive Fund Class I | 93 158 | 5 296 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 54 909 | 7,24 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 44 442 | 3,77 | 2 527 | 3,23 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 22 305 | 1,10 | 1 268 | 0,63 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 336 502 | 15,76 | 19 130 | 15,17 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderately Aggressive Fund Class II | 352 989 | 20 067 | ||||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 2 659 | 152 | ||||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 52 010 | 11,08 | 2 930 | 13,21 | ||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 3 676 | 209 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13 248 | 753 | ||||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 11 267 | 2,56 | 641 | 7,93 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 34 481 | 2,11 | 1 960 | 1,61 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 6 231 | 1,71 | 354 | 1,14 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 41 755 | 82,11 | 2 374 | 81,15 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Capital Appreciation Fund Class I | 649 674 | 36 934 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 4 478 | 1,11 | 255 | 0,40 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 167 004 | 4,25 | 9 293 | 3,82 | ||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 6 859 | 11,35 | 390 | 10,51 | ||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 38 526 | 6,51 | 2 190 | 6,00 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 7 296 | 3,84 | 415 | 3,24 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 308 698 | 118,93 | 17 550 | 117,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 326 813 | 8,78 | 75 429 | 8,23 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 5 625 | 13,98 | 320 | 13,88 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 93 638 | 56,45 | 5 522 | 57,20 | ||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 31 003 | 0,95 | 1 763 | 0,46 | ||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 257 112 | 2,19 | 14 568 | 3,34 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 6 248 | 3,60 | 355 | 3,20 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 312 226 | 3,99 | 17 750 | 3,47 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 24 600 | 13,34 | 1 399 | 12,74 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 81 366 | 0,87 | 4 626 | 0,35 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 866 | 5,98 | 333 | 5,38 | ||||
| 2025-08-15 | 13F | Security National Bank Of So Dak | 29 885 | 46,24 | 1 699 | 45,50 | ||||
| 2025-07-10 | 13F | Weinberger Asset Management, Inc | 70 527 | 2,92 | 4 009 | 2,40 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 3 628 | 206 | ||||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 60 142 | 5,75 | 3 419 | 5,23 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 31 798 | 0,33 | 1 808 | −0,17 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 57 366 | 10,35 | 3 261 | 9,80 | ||||
| 2025-08-05 | 13F | Wellington Shields Capital Management, LLC | 12 925 | 4,07 | 735 | 3,53 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 7 711 | 481,96 | 438 | 484,00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 7 277 | 11,82 | 414 | 11,32 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 87 760 | 1,99 | 4 989 | 1,48 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 47 639 | 4,12 | 2 708 | −0,37 | ||||
| 2025-08-14 | 13F | Comerica Bank | 369 693 | 2,50 | 21 017 | 1,98 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 4 540 | 258 | ||||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 11 891 | 36,95 | 652 | 30,46 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 4 900 | 2,57 | 279 | 2,21 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 5 688 | 3 025,27 | 323 | 3 130,00 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 65 670 | 2,97 | 3 733 | 2,44 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 815 079 | 6,69 | 46 337 | 6,15 | ||||
| 2025-07-28 | 13F | Nvest Financial, LLC | 3 808 | 2,59 | 216 | 1,89 | ||||
| 2025-07-31 | 13F | LJI Wealth Management, LLC | 24 243 | 27,68 | 1 378 | 27,12 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 66 746 | 0,52 | 3 795 | 0,00 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 46 288 | 2 631 | ||||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 11 723 | 58,53 | 666 | 57,82 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 8 640 | 35,11 | 491 | 34,52 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 154 690 | 26,34 | 8 794 | 25,70 | ||||
| 2025-07-31 | 13F | Auour Investments LLC | 12 759 | 4,65 | 725 | 7,09 | ||||
| 2025-08-13 | 13F | Fortress Financial Solutions, LLC | 56 616 | 7,82 | 3 219 | 7,27 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 14 194 | 93,14 | 807 | 92,36 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2 063 | 0,15 | 117 | 0,00 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 414 243 | 34,71 | 23 550 | 34,02 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 7 072 179 | 9,89 | 402 053 | 9,33 | ||||
| 2025-08-12 | 13F | SlateStone Wealth, LLC | 57 605 | 0,23 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 21 094 | 198,19 | 1 199 | 196,78 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 47 353 | 36,12 | 2 691 | 35,43 | ||||
| 2025-07-11 | 13F | Bell Bank | 36 385 | 3,16 | 2 068 | 2,63 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 12 893 | 145,44 | 733 | 144,00 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 18 390 | 1 | ||||||
| 2025-08-14 | 13F | Allred Capital Management, LLC | 80 670 | 7,08 | 4 586 | 6,55 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 41 588 | 14,71 | 2 364 | 13,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 731 200 | 66,60 | 41 569 | 65,75 | |||
| 2025-08-12 | 13F | LPL Financial LLC | 3 914 423 | 56,29 | 222 535 | 55,50 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 295 314 | 12,59 | 16 901 | 15,73 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 148 751 | 2,65 | 8 457 | 2,13 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 65 202 | 2,84 | 3 707 | 2,32 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 4 567 | 260 | ||||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 61 214 | 25,23 | 3 480 | 24,60 | ||||
| 2025-07-08 | 13F | Gallacher Capital Management LLC | 4 477 | 0,97 | 255 | 0,40 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 12 005 | 3,28 | 682 | 2,71 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 35 789 | 6,08 | 2 035 | 5,55 | ||||
| 2025-07-07 | 13F | Somerset Trust Co | 32 271 | 1,04 | 1 835 | 0,55 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 71 285 | 2,71 | 4 053 | 2,19 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 84 357 | 15,38 | 4 796 | 14,80 | ||||
| 2025-09-17 | NP | NWMAX - Nationwide Destination 2040 Fund Class A | 66 316 | 3,33 | 3 746 | 4,99 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 4 864 | 14,58 | 277 | 14,05 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 414 | 24 | ||||||
| 2025-08-06 | 13F | Cetera Trust Company, N.A | 1 000 | 57 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 66 411 | 0,70 | 3 775 | 0,19 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 54 970 | 3,48 | 3 125 | 2,97 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 15 275 | 1,34 | 1 | |||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 25 005 | 49,79 | 1 422 | 49,11 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 50 971 | 6,61 | 2 898 | 6,08 | ||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 35 129 | 38,27 | 1 997 | 37,63 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 492 | 84 | ||||||
| 2025-08-04 | 13F | Saxony Capital Management, LLC | 63 817 | 18,26 | 3 628 | 17,68 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 325 026 | 13,84 | 18 478 | 13,26 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 51 162 | 19,01 | 2 909 | 18,40 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 48 061 | 5,76 | 2 732 | 5,24 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 543 | 2,61 | 201 | 2,03 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 30 465 | 23,77 | 1 732 | 23,12 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 35 207 | 36,73 | 2 002 | 36,03 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 102 707 | 228,82 | 5 839 | 227,24 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 6 369 | 3,46 | 364 | 0,00 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 80 457 | 20,39 | 4 574 | 19,77 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 56 778 | 4,38 | 3 228 | 3,83 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 029 | 741 | ||||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 3 938 | 225 | ||||||
| 2025-08-05 | 13F | Frederick Financial Consultants, LLC | 48 303 | 4,61 | 2 746 | 4,09 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 29 | 2 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 981 921 | 3,19 | 55 822 | 2,66 | ||||
| 2025-07-15 | 13F | Cassia Capital Partners, LLC | 197 170 | 5,74 | 11 209 | 5,21 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 186 941 | 8,20 | 10 628 | 7,66 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 209 509 | 13,25 | 11 911 | 12,68 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 172 306 | 2,98 | 9 796 | 2,46 | ||||
| 2025-08-06 | 13F | Financial Alternatives, Inc | 125 019 | 6,25 | 7 107 | 5,71 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 1 854 052 | 4,94 | 105 403 | 10,05 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 873 | 0,77 | 561 | 0,36 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 46 905 | 3,54 | 2 672 | 13,51 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 407 614 | 12,95 | 23 173 | 12,38 | ||||
| 2025-07-25 | 13F | Welch Group, LLC | 4 432 | 0,29 | 252 | 0,40 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 27 | 3,85 | 2 | 0,00 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 6 212 | 6,35 | 353 | 6,01 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderate Fund Class I | 637 618 | 36 249 | ||||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 10 331 | 0,13 | 587 | −0,34 | ||||
| 2025-07-25 | 13F | RoundAngle Advisors LLC | 22 592 | 0,28 | 1 284 | −0,23 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 292 | 8,39 | 73 | 7,35 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 27 598 | 2,47 | 1 569 | 1,23 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 11 879 | 671 | ||||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 185 092 | 4,05 | 10 523 | 3,52 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 55 095 | 8,23 | 3 132 | 7,70 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 3 738 | 1,05 | 212 | 0,47 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 52 721 | 73,95 | 2 997 | 73,14 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 921 110 | 18,22 | 166 065 | 17,62 | ||||
| 2025-08-12 | 13F | Prudential Plc | 57 100 | 1,24 | 3 246 | 0,74 | ||||
| 2025-07-15 | 13F | Floyd Financial Group Llc | 126 656 | 765,49 | 7 214 | 762,92 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 13 142 | 100,30 | 747 | 99,73 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 62 780 | 13,01 | 3 569 | 12,44 | ||||
| 2025-07-18 | 13F | Marks Wealth, LLC | 8 050 | 0,02 | 458 | −0,44 | ||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 19 200 | 9,48 | 1 092 | 8,88 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 32 461 | 42,62 | 1 845 | 41,92 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 177 123 | 72,03 | 10 069 | 71,15 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 32 201 | 342,75 | 1 831 | 340,96 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 19 495 | 160,38 | 1 108 | 159,48 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 9 264 | 0,02 | 527 | −0,57 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 5 300 | 4,62 | 301 | 4,15 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 9 439 | 28,02 | 537 | 27,32 | ||||
| 2025-07-17 | 13F | Investment Advisory Services Inc /tx /adv | 291 354 | 5,30 | 16 563 | 4,76 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 849 | 2,54 | 48 | 2,13 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 264 139 | 5,88 | 14 993 | 15,26 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 4 043 | 6,70 | 230 | 5,99 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 113 157 | 26,20 | 6 433 | 25,55 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 4 040 | 230 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 3 939 | 0,82 | 224 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 539 797 | 6,97 | 87 537 | 6,43 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 65 839 | 4,64 | 3 743 | 4,09 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 43 840 | 8,29 | 2 492 | 7,74 | ||||
| 2025-07-16 | 13F | RWM Asset Management, LLC | 122 671 | 2,79 | 6 974 | 2,26 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 18 343 | 4,15 | 1 043 | 3,58 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 100 190 | 11,45 | 5 696 | 10,88 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 234 | 13 | ||||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 4 880 | 277 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Balanced Fund Class II | 520 417 | 29 586 | ||||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 320 | 37,34 | 18 | 38,46 | ||||
| 2025-07-02 | 13F | First Financial Bank - Trust Division | 528 608 | 30 051 | ||||||
| 2025-08-13 | 13F/A | Claudia M.p. Batlle, Crp (r) Llc | 14 697 | 6,75 | 836 | 6,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 522 454 | 52,16 | 29 702 | 51,38 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 131 929 | 49,10 | 7 500 | 48,34 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 174 508 | 1,90 | 9 921 | 1,38 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 71 170 | 6,06 | 4 046 | 5,53 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 18 287 | 0,56 | 1 040 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 438 744 | 1,77 | 24 943 | 1,25 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 253 728 | 15,37 | 14 224 | 18,64 | ||||
| 2025-07-25 | 13F | Pegasus Asset Management, Inc. | 8 235 | 468 | ||||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 14 311 | 17,69 | 814 | 17,15 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 70 191 | 6,40 | 3 990 | 5,86 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 3 851 | 0 | ||||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 83 280 | 3,03 | 4 759 | 0,53 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 652 489 | 0,31 | 37 094 | −0,20 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 288 581 | 527,46 | 16 406 | 524,48 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 247 901 | 14,18 | 14 093 | 12,83 | ||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 115 741 | 2,46 | 6 580 | 1,94 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I | 5 813 | 2,65 | 330 | 2,17 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 20 445 | 20,98 | 1 162 | 20,41 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 617 957 | 10,10 | 35 131 | 9,55 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 163 039 | 29,47 | 9 254 | 29,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 259 789 | 7,05 | 14 769 | 6,51 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 734 258 | 21,73 | 41 789 | 22,32 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10 814 | 52,01 | 615 | 51,23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 80 658 | 37,65 | 4 585 | 36,95 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 13 839 | 787 | ||||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 9 370 | 24,95 | 1 | |||||
| 2025-08-13 | 13F | M&t Bank Corp | 7 147 | 64,98 | 406 | 64,37 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 8 185 | 3,28 | 465 | 2,88 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 18 894 | 0,08 | 1 074 | −0,37 | ||||
| 2025-08-11 | 13F | Frank, Rimerman Advisors LLC | 23 700 | 26,39 | 1 347 | 25,77 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 31 420 | 73,27 | 1 786 | 72,39 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 34 440 | 21,05 | 2 | 0,00 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Aggressive Fund Class I | 164 254 | 9 338 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 19 663 | 156,43 | 1 118 | 155,02 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 22 033 | 15,31 | 1 253 | 15,50 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 188 577 | 0,45 | 10 572 | −1,45 | ||||
| 2025-08-08 | 13F | Campbell Deegan Wealth Management, LLC | 71 354 | 76,17 | 4 056 | 75,28 | ||||
| 2025-08-14 | 13F | STAR Financial Bank | 73 696 | 411,64 | 4 190 | 408,99 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 192 783 | 2,82 | 10 960 | 2,30 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 63 016 | 18,25 | 3 582 | 17,67 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 86 324 | 1,38 | 4 908 | 0,86 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 29 110 | 3,25 | 1 655 | 6,50 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 64 651 | 5,36 | 3 682 | 5,02 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 164 838 | 2,57 | 9 371 | 2,06 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 18 496 | 17,99 | 1 051 | 16,65 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 50 652 | 87,30 | 2 880 | 86,34 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 73 697 | 2,27 | 4 190 | 1,75 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Managed Growth & Income Fund Class II | 154 130 | 8 762 | ||||||
| 2025-07-30 | 13F | Sonata Capital Group Inc | 4 464 | 0,16 | 0 | |||||
| 2025-08-08 | 13F | Turn8 Private Wealth Inc. | 119 149 | 17,83 | 6 791 | 17,57 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 3 499 | 15,59 | 0 | |||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 387 766 | 1,46 | 22 044 | 0,94 | ||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 1 950 | 18,18 | 0 | |||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 20 079 | 0,00 | 1 141 | −0,52 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 642 072 | 3 250,58 | 36 502 | 3 236,47 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 23 306 | 16,14 | 1 325 | 15,53 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 16 161 | 919 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 36 138 | 32,13 | 2 054 | 31,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 956 167 | 602,25 | 54 358 | 598,78 | ||||
| 2025-08-13 | 13F | Generation Capital Management LLC | 24 108 | 7,52 | 1 371 | 6,95 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 23 077 | 7,30 | 1 312 | 6,76 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 30 243 | 1,82 | 1 719 | 1,30 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 103 803 | 5 901 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 14 596 | 1,40 | 830 | 0,85 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 5 035 | 1,06 | 286 | 0,70 | ||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 8 589 | 30,63 | 492 | 31,20 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 148 752 | 8 457 | ||||||
| 2025-07-17 | 13F | Alliance Wealth Advisors, LLC | 13 090 | 2,03 | 744 | 1,50 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 38 550 | 0,29 | 2 192 | −0,23 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 26 150 | 62,29 | 1 487 | 61,52 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 12 886 | 0,55 | 733 | 0,00 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 94 498 | 3,77 | 5 372 | 3,25 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 50 | 3 | ||||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 15 714 | 3,53 | 893 | 3,00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 780 603 | 6,81 | 44 377 | 6,27 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 162 557 | 1,80 | 9 241 | 1,28 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 143 891 | 8,60 | 8 180 | 8,06 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5 240 | 298 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 254 297 | 6,11 | 14 457 | 5,57 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 93 331 | 10,07 | 5 306 | 9,52 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 45 049 | 5,80 | 2 561 | 5,30 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 4 925 | 2,31 | 280 | 1,45 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 23 571 | 1 340 | ||||||
| 2025-07-15 | 13F | Cora Capital Advisors Llc | 46 222 | 5,28 | 2 628 | 4,74 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 45 464 | 5,39 | 2 585 | 4,87 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 4 354 | 6,17 | 248 | 5,56 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 69 424 | 0,59 | 3 947 | 0,08 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 61 071 | 23,18 | 3 472 | 22,52 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 42 916 | 2 438 | ||||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 24 929 | 3,51 | 1 417 | 2,98 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Managed Growth & Income Fund Class II | 131 114 | 7 454 | ||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 347 593 | 4,01 | 19 761 | 3,48 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 89 336 | 5 079 | ||||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 3 760 | 214 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 85 549 | 10,50 | 4 859 | 10,38 | ||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 12 106 | 692 | ||||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 136 417 | 2,08 | 7 756 | 1,57 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 40 369 | 3,08 | 2 295 | 2,59 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 79 285 | 4,25 | 4 507 | 3,73 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 216 896 | 13,61 | 12 331 | 13,04 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 14 479 | 820 | ||||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 5 128 | 292 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Aggressive Fund Class II | 145 177 | 8 253 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 356 626 | 18,17 | 20 274 | 17,57 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 29 719 | 31,16 | 1 698 | 30,31 | ||||
| 2025-07-11 | 13F | Wealth Management Partners, LLC | 5 501 | 0,36 | 312 | −0,64 | ||||
| 2025-07-22 | 13F | Innovative Wealth Building LLC | 18 806 | 5,93 | 1 069 | 5,42 | ||||
| 2025-08-13 | 13F | Acorns Advisers, LLC | 22 334 | 38,39 | 1 | |||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 40 210 | 24,74 | 2 291 | 24,39 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 407 | 133,91 | 23 | 155,56 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 11 194 | 636 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 620 233 | 0,34 | 35 260 | −0,17 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 36 070 | 5,98 | 2 051 | 5,45 | ||||
| 2025-07-07 | 13F | Trust Co | 10 008 | 0,03 | 569 | −0,53 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 23 755 | 1 346 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 830 | 47 | ||||||
| 2025-07-02 | 13F | Crumly & Associates Inc. | 4 178 | 238 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 78 270 | 24,95 | 4 450 | 24,31 | ||||
| 2025-09-17 | NP | NDCAX - Nationwide Investor Destinations Conservative Fund Class A | 135 433 | 41,88 | 7 649 | 44,16 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 189 659 | 29,19 | 10 782 | 28,54 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 7 775 | 283,00 | 442 | 284,35 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 6 207 | 0,26 | 353 | −0,28 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 208 363 | 9,92 | 11 845 | 9,36 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 217 868 | 4,11 | 12 386 | 3,57 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 38 761 | 5,47 | 2 204 | 4,95 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 19 302 | 3,52 | 1 097 | 3,00 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 23 701 | 12,22 | 1 | 0,00 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 4 372 | 7,18 | 249 | 6,44 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 938 488 | 8,07 | 53 353 | 7,53 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 5 290 | 5,80 | 294 | 10,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 285 816 | 20,04 | 16 249 | 19,43 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 785 759 | 19,55 | 101 520 | 18,94 | ||||
| 2025-07-24 | 13F | Forefront Analytics, LLC | 36 451 | 2 072 | ||||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 3 555 | 202 | ||||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 498 682 | 11,69 | 28 350 | 11,13 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 54 408 | 3 093 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 88 374 | 77,22 | 5 024 | 76,34 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 20 343 | 1 156 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 87 673 | 0,01 | 4 984 | −0,48 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45 122 | 37,54 | 2 565 | 36,87 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 4 665 | 4,74 | 265 | 4,33 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 7 437 | 75,48 | 423 | 74,38 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 104 688 | 0,18 | 5 952 | −0,32 | ||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 10 699 | 48,68 | 608 | 47,93 | ||||
| 2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 15 211 | 70,01 | 865 | 69,08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 45 589 | 3,10 | 2 592 | 2,57 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6 248 359 | 1,38 | 355 327 | 0,87 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 361 603 | 34,10 | 20 662 | 33,20 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 485 | 2,75 | 28 | 3,85 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 18 923 | 15,34 | 1 076 | 14,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 290 347 | 1,91 | 16 399 | 0,73 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 17 198 | 1,42 | 978 | 0,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 551 136 | 110,94 | 31 332 | 109,87 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 281 896 | 60,30 | 16 026 | 59,48 | ||||
| 2025-07-11 | 13F | Orrstown Financial Services Inc | 376 972 | 3,95 | 21 431 | 3,42 | ||||
| 2025-08-12 | 13F | Tocqueville Asset Management L.p. | 25 560 | 1 453 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 243 531 | 1,63 | 13 845 | 1,12 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 91 350 | 367,14 | 5 193 | 364,91 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 27 900 | 3,88 | 1 586 | 3,39 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 239 190 | 33,35 | 13 598 | 32,67 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 28 486 | 18,64 | 1 628 | 19,63 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 12 234 | 12,92 | 696 | 12,28 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 23 253 | 30,27 | 1 322 | 29,64 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 7 776 | 653,49 | 0 | |||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 302 416 | 9,79 | 17 192 | 9,24 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 47 770 | 11,53 | 2 716 | 10,95 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 473 982 | 2,00 | 26 946 | 1,48 | ||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Cardinal Moderately Conservative Fund Class I | 165 971 | 9 435 | ||||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 179 334 | 5,34 | 10 195 | 4,81 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 143 928 | 1,39 | 65 032 | 5,15 | ||||
| 2025-07-24 | 13F | Eastern Bank | 136 050 | 15,98 | 7 734 | 15,40 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 3 584 | 201 | ||||||
| 2025-07-16 | 13F | Embree Financial Group | 7 152 | 6,44 | 407 | 6,01 | ||||
| 2025-08-14 | 13F | BTG Pactual Asset Management US LLC | 540 | 31 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 23 624 | 38,01 | 1 343 | 37,32 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 7 345 | 2,60 | 418 | 1,96 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 3 800 | 2,70 | 216 | 2,37 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 54 762 | 3 150 | ||||||
| 2025-07-31 | 13F | Brighton Jones Llc | 17 422 | 139,44 | 990 | 138,55 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 211 495 | 8,17 | 12 | 9,09 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 2 500 | 316,67 | 142 | 317,65 | ||||
| 2025-07-24 | 13F | 3Chopt Investment Partners, LLC | 3 584 | 2,20 | 204 | 1,50 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 56 943 | 4,75 | 3 237 | 4,22 | ||||
| 2025-07-07 | 13F | St. Clair Advisors, LLC | 296 967 | 3,97 | 16 883 | 3,44 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 147 429 | 9,66 | 8 381 | 9,11 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 40 056 | 1,74 | 2 277 | 1,24 | ||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 260 970 | 14 836 | ||||||
| 2025-07-25 | 13F | Cypress Capital Group | 5 400 | 307 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8 267 547 | 1,83 | 470 010 | 1,31 | ||||
| 2025-08-08 | 13F | Creative Planning | 248 537 | 3,62 | 14 129 | 3,09 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 33 729 | 0,97 | 1 917 | 0,47 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 304 894 | 17 333 | ||||||
| 2025-08-07 | 13F | Meridian Financial Partners LLC | 8 235 | 17,68 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9 308 | 529 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 151 033 | 33,84 | 8 586 | 33,16 | ||||
| 2025-04-15 | 13F | Corrigan Financial, Inc. | 544 076 | 19,56 | 31 089 | 18,75 | ||||
| 2025-07-17 | 13F | Forefront Wealth Management Inc. | 172 080 | 39,28 | 9 783 | 38,57 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 13 701 | 0,01 | 779 | −0,51 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 111 331 | 43,31 | 6 329 | 42,61 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 212 699 | 26,45 | 12 092 | 25,80 | ||||
| 2025-08-14 | 13F | Fmr Llc | 255 | 131,82 | 14 | 133,33 | ||||
| 2025-08-14 | 13F | Hamilton Capital, LLC | 1 273 052 | 72 373 | ||||||
| 2025-08-20 | NP | NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Investor Destinations Moderate Fund Class II | 611 086 | 34 740 | ||||||
| 2025-07-30 | 13F | Private Capital Advisors, Inc. | 6 385 | 363 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 3 357 833 | 4,96 | 191 | 4,40 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 246 492 | 60,92 | 14 013 | 60,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 45 833 158 | 4,38 | 2 605 615 | 3,85 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 4 827 | 2,44 | 274 | 1,86 | ||||
| 2025-08-13 | 13F | Dana Investment Advisors, Inc. | 5 940 | 2,59 | 338 | 2,12 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 71 900 | 9,10 | 4 088 | 8,55 | |||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 6 137 | 349 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 130 289 | 15,05 | 7 407 | 14,45 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 60 402 | 13,88 | 3 434 | 13,30 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9 241 | 27,96 | 525 | 27,43 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 13 744 | 64,21 | 781 | 63,39 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 149 371 | 19,63 | 8 492 | 19,02 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 66 871 | 191,17 | 3 802 | 5,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 100 | 6 | ||||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 853 | 2,52 | 48 | 2,13 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 13 148 | 11,87 | 751 | 11,09 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 463 019 | 2,25 | 26 323 | 1,74 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 223 | 2,76 | 13 | 0,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 490 | 28 | ||||||
| 2025-08-13 | 13F | RPg Family Wealth Advisory, LLC | 65 766 | 6,15 | 3 739 | 5,59 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 63 785 | 157,27 | 3 626 | 156,07 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 45 276 | 18,04 | 2 574 | 17,43 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 16 740 | 0,27 | 952 | −0,21 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 1 | 0 | ||||||
| 2025-07-15 | 13F | Ridgecrest Wealth Partners, Llc | 3 650 | 208 | ||||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 5 168 | 18,37 | 294 | 17,67 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 282 659 | 15,96 | 16 069 | 15,38 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 300 | 17 | ||||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 172 705 | 324,21 | 9 818 | 322,10 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 49 196 | 1,23 | 2 797 | 0,72 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 24 899 | 21,41 | 1 416 | 20,84 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 659 678 | 414,21 | 37 456 | 411,00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 16 723 | 3,75 | 951 | 3,26 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 163 711 | 1,94 | 9 307 | 1,42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 118 794 | 26,34 | 6 753 | 21,17 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 993 | 14,53 | 56 | 14,29 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 5 718 | 325 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 151 684 | 5,86 | 8 623 | 5,33 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 1 518 | 13,45 | 86 | 13,16 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 46 217 | 41,74 | 2 637 | 41,55 | ||||
| 2025-07-31 | 13F | Hixon Zuercher, LLC | 11 040 | 10,20 | 628 | 9,62 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 448 | 25 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 6 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 157 616 | 4,23 | 8 960 | 3,69 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 62 916 | 37,33 | 3 577 | 36,65 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 102 675 | 3,54 | 5 837 | 3,02 | ||||
| 2025-08-11 | 13F | FineMark National Bank & Trust | 7 224 | 20,60 | 411 | 19,88 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 1 044 641 | 1,83 | 59 388 | 1,32 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6 470 | 208,10 | 367 | 208,40 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 12 589 | 9,74 | 716 | 9,16 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 47 563 | 3,44 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 16 546 | 1 000,13 | 940 | 1 005,88 | ||||
| 2025-06-03 | 13F | Invst, LLC | 12 081 | 690 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 219 339 | 2,21 | 69 319 | 1,70 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 12 549 | 76,32 | 713 | 75,62 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 28 443 | 8,49 | 1 617 | 7,95 | ||||
| 2025-08-14 | 13F | Betterment LLC | 20 660 | 52,90 | 1 | |||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 7 145 | 11,21 | 401 | |||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 42 577 | 19,65 | 2 421 | 19,04 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 2 070 | 73,95 | 118 | 74,63 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 378 881 | 2,96 | 21 539 | 11,05 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21 178 | 68,43 | 1 204 | 67,55 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 96 | 5 | ||||||
| 2025-07-16 | 13F | Kennedy Investment Group | 108 734 | 1,97 | 6 182 | 1,44 | ||||
| 2025-09-17 | NP | NDMAX - Nationwide Investor Destinations Moderately Aggressive Fund Class A | 319 139 | 3,81 | 18 025 | 5,47 | ||||
| 2025-08-11 | 13F | Rahlfs Capital, Llc | 47 958 | 27,74 | 2 726 | 27,09 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 5 218 | 1,58 | 297 | 1,02 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 22 430 | 1,93 | 1 275 | 4,08 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 221 | 8,98 | 126 | 8,62 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 200 | 11 | ||||||
| 2025-07-16 | 13F | Rezny Wealth Management, Inc. | 278 617 | 3,81 | 15 839 | 3,29 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 3 990 | 9,62 | 227 | 9,18 | ||||
| 2025-07-21 | 13F | Quattro Financial Advisors Llc | 5 598 | 318 | ||||||
| 2025-07-10 | 13F | Security National Bank | 200 425 | 1,33 | 11 394 | 0,81 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 10 390 | 30,94 | 591 | 30,24 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 340 | 580,00 | 19 | 850,00 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 828 514 | 4,32 | 47 101 | 3,79 | ||||
| 2025-08-14 | 13F | Hilton Capital Management, LLC | 734 824 | 38,86 | 41 775 | 38,16 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 50 881 | 11,51 | 2 893 | 10,93 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 390 727 | 15,72 | 22 213 | 15,14 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 263 547 | 2,02 | 14 983 | 1,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 14 204 | 780,60 | 807 | 777,17 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2 977 | 76,05 | 169 | 76,04 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 187 652 | 7,16 | 10 756 | 11,73 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 10 556 | 15,09 | 600 | 14,53 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 66 923 | 4,75 | 3 805 | 4,22 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 16 586 | 15,06 | 943 | 14,46 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 20 701 | 0,32 | 1 177 | −0,25 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 966 | 2,55 | 0 | |||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 140 080 | 2,77 | 7 963 | 2,23 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 8 832 | 4,86 | 502 | 4,37 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 53 517 | 24,03 | 3 042 | 23,41 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 53 904 | 3 064 | ||||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 83 842 | 84,80 | 4 766 | 83,87 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 72 418 | 3,64 | 4 117 | 3,11 | ||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 27 971 | 94,41 | 1 592 | 116,46 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 204 582 | 1,67 | 11 630 | 1,15 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 14 745 | 2,51 | 838 | 2,07 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 35 922 | 66,83 | 2 042 | 66,02 | ||||
| 2025-07-31 | 13F | Rational Advisors Llc | 514 292 | 0,48 | 29 238 | −0,03 | ||||
| 2025-07-24 | 13F | Nationwide Fund Advisors | 6 983 251 | 396 998 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 7 688 | 1,88 | 437 | 1,39 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 432 | 25 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 044 | 2,55 | 59 | 1,72 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 62 312 | 2,68 | 3 542 | 2,16 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 3 298 | 14,71 | 188 | 14,02 | ||||
| 2025-08-13 | 13F | Rockport Wealth LLC | 59 053 | 3,81 | 3 357 | 3,29 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 3 713 | 211 | ||||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 37 424 | 17,21 | 2 128 | 16,61 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 191 752 | 10 901 | ||||||
| 2025-07-22 | 13F | Red Door Wealth Management, LLC | 5 175 | 294 | ||||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 60 974 | 35,55 | 3 466 | 34,86 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 104 753 | 3,59 | 5 955 | 3,08 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 126 950 | 7,45 | 7 217 | 6,92 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 33 372 182 | 2,11 | 1 897 209 | 1,60 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 172 465 | 18,46 | 9 805 | 17,86 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 400 | 23 | ||||||
| 2025-07-30 | 13F | Fairway Wealth LLC | 141 470 | 6,59 | 8 043 | 6,05 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 59 928 | 2,19 | 3 407 | 1,67 | ||||
| 2025-08-01 | 13F | Private Wealth Partners, LLC | 66 918 | 2,23 | 3 804 | 1,71 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 100 231 | 5 698 | ||||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 683 775 | 0,77 | 38 873 | 0,26 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 7 856 | 15,43 | 447 | 14,95 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 30 323 | 6,82 | 1 724 | 6,23 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 34 867 | 39,73 | 1 982 | 39,09 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 4 293 | 4,76 | 244 | 4,27 | ||||
| 2025-07-16 | 13F | True North Advisors, LLC | 44 281 | 23,86 | 2 517 | 23,26 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 10 524 | 26,29 | 598 | 25,63 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 4 675 | 0,11 | 266 | −0,38 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 5 080 | 289 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 13 470 | 766 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 5 755 | 1,77 | 327 | 1,24 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 488 000 | 155,77 | 27 743 | 154,47 | |||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 62 136 | 7,41 | 3 532 | 6,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 21 100 | 219,70 | 1 200 | 218,04 | |||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 32 609 | 3,54 | 1 854 | 3,00 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 235 157 | 6,28 | 13 369 | 5,74 | ||||
| 2025-07-09 | 13F | Pallas Capital Advisors LLC | 47 709 | 2,76 | 2 712 | 2,26 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 404 894 | 23 018 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 79 232 | 8,23 | 4 504 | 7,67 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 36 961 | 3,22 | 2 101 | 2,69 | ||||
| 2025-07-17 | 13F | Leverty Financial Group, LLC | 4 088 | 232 | ||||||
| 2025-09-17 | NP | NWLAX - Nationwide Destination 2035 Fund Class A | 68 858 | 0,35 | 3 889 | 1,97 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 13 828 | 11,72 | 786 | 11,17 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 49 825 | 7,85 | 2 833 | 6,59 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 104 480 | 9,01 | 5 940 | 8,46 | ||||
| 2025-07-23 | 13F | Fortis Advisors, LLC | 9 646 | 2,60 | 548 | 2,05 | ||||
| 2025-06-24 | NP | JFLI - JPMorgan Flexible Income ETF | 24 830 | 1 380 | ||||||
| 2025-05-20 | 13F | Blue Rock Wealth Management LLC | 46 332 | 20,42 | 2 647 | 19,61 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 24 232 | 62,72 | 1 378 | 62,00 | ||||
| 2025-08-12 | 13F | FUKOKU MUTUAL LIFE INSURANCE Co | 415 000 | 23 593 | ||||||
| 2025-07-29 | 13F | Riverbend Wealth Management, LLC | 40 812 | 22,55 | 2 320 | 21,98 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 287 375 | 3,19 | 16 337 | 2,66 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 20 348 | 1 157 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 44 009 | 7,89 | 2 502 | 7,34 | ||||
| 2025-08-14 | 13F | Aft, Forsyth & Company, Inc. | 12 385 | 35,87 | 704 | 35,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 20 849 | 0,25 | 1 185 | −0,25 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 35 738 | 0,02 | 2 032 | −0,49 | ||||
| 2025-09-03 | 13F | American Trust | 60 397 | 258,29 | 3 434 | 256,49 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 187 095 | 19,33 | 10 636 | 18,73 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 227 399 | 43,62 | 12 928 | 42,89 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 280 | 16 | ||||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 3 795 | 215 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 53 738 | 209,39 | 3 055 | 207,86 | ||||
| 2025-07-28 | 13F | Triton Wealth Management, PLLC | 22 680 | 1 297 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 3 784 | 121,55 | ||||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 125 158 | 4,78 | 7 115 | 4,26 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 8 747 | 13,49 | 497 | 12,95 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 44 137 | 5,77 | 2 509 | 5,24 | ||||
| 2025-07-11 | 13F | Mallini Complete Financial Planning LLC | 291 | −3,97 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 215 412 | 7,86 | 12 246 | 7,31 | ||||
| 2025-08-06 | 13F | Carnegie Lake Advisors LLC | 14 994 | 62,62 | 1 | |||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 160 921 | 2,26 | 9 148 | 1,73 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 33 226 | 7,50 | 1 889 | 6,91 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 479 587 | 4,52 | 84 115 | 3,99 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 212 392 | 8,70 | 12 075 | 8,14 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 69 793 | 5,31 | 3 968 | 4,34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 1 486 279 | 33,74 | 84 495 | 33,06 | ||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 907 939 | 20,47 | 51 617 | 19,86 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 314 | 3,29 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 79 328 | 19,51 | 4 510 | 18,91 | ||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 143 084 | 3,98 | 8 134 | 3,45 | ||||
| 2025-08-12 | 13F | Bokf, Na | 445 175 | 6,13 | 25 308 | 5,60 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 44 033 | 1,65 | 2 503 | 1,13 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1 960 370 | 1,06 | 111 | 0,91 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 265 620 | 2,87 | 15 282 | 2,44 | ||||
| 2025-07-22 | 13F | Brown Miller Wealth Management, LLC | 15 883 | 6,14 | 903 | 5,50 | ||||
| 2025-08-05 | 13F | Greater Midwest Financial Group, LLC | 95 907 | 7,16 | 5 452 | 6,61 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 8 485 | 54,98 | 482 | 54,49 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 4 032 | 2,26 | 229 | 1,78 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 613 496 | 4,08 | 34 877 | 3,55 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 94 151 | 0,72 | 5 353 | 0,21 | ||||
| 2025-06-26 | NP | TDSC - Cabana Target Drawdown 10 ETF | 70 034 | 3 893 | ||||||
| 2025-08-07 | 13F | Global Wealth Management Investment Advisory, Inc. | 331 714 | 2,24 | 18 858 | 1,72 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 103 998 | 60,29 | 5 912 | 59,48 | ||||
| 2025-08-08 | 13F | VeraBank, N.A. | 163 999 | 1,09 | 9 323 | 0,58 | ||||
| 2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 15 733 | 0,63 | 894 | 0,11 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 4 321 | 2,03 | 0 | |||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 70 772 | 28,23 | 4 044 | 27,34 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 93 734 | 20,43 | 5 | 25,00 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 61 161 | 35,56 | 3 477 | 34,87 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 63 674 | 7,10 | 3 638 | 6,37 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 51 640 | 5,95 | 2 936 | 5,39 | ||||
| 2025-07-14 | 13F | Friday Financial | 3 620 | 206 | ||||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 80 475 | 41,32 | 4 514 | 33,40 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 5 637 | 1,88 | 320 | 1,27 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 100 967 | 11,28 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 465 945 | 1,37 | 481 289 | 0,85 | ||||
| 2025-07-29 | 13F | Mountain Capital Investment Advisors, Inc | 233 308 | 0,80 | 13 247 | 4,41 | ||||
| 2025-07-23 | 13F | Morey & Quinn Wealth Partners, LLC | 3 685 | 209 | ||||||
| 2025-07-10 | 13F | Farmers & Merchants Trust Co of Chambersburg PA | 44 118 | 23,16 | 3 | 0,00 | ||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 15 121 | 5,58 | 860 | 5,01 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 16 434 182 | 4,58 | 934 283 | 4,05 | ||||
| 2025-08-15 | 13F/A | Florida Financial Advisors, Llc | 13 839 | 14,46 | 787 | 13,91 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 95 565 | 746,16 | 5 433 | 742,17 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 20 757 | 9,41 | 1 180 | 8,86 | ||||
| 2025-08-05 | 13F | VGI Partners Ltd | 4 451 | 253 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 224 368 | 12,05 | 12 755 | 11,48 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 91 386 | 22,44 | 5 195 | 21,83 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 90 000 | 5 116 | ||||||
| 2025-07-09 | 13F | Bay Rivers Group | 10 584 | 4,10 | 602 | 3,62 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 20 007 | 0,37 | 1 137 | −0,18 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 49 861 | 2,48 | 2 835 | 1,94 | ||||
| 2025-07-17 | 13F | Kelly Financial Services LLC | 20 959 | 8,44 | 1 192 | 7,88 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 10 082 | 1,80 | 573 | 1,42 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 4 351 | 2,50 | 247 | 2,07 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 6 150 | 6,96 | 350 | 6,40 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 31 790 | 72,78 | 1 829 | 73,93 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 58 734 | 16,15 | 3 339 | 15,58 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 411 797 | 6,99 | 23 411 | 6,45 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 86 856 | 0,77 | 4 938 | 0,26 | ||||
| 2025-09-17 | NP | NTDAX - Nationwide Destination 2055 Fund Class A | 38 978 | 3,99 | 2 201 | 5,66 | ||||
| 2025-09-17 | NP | NDAAX - Nationwide Investor Destinations Aggressive Fund Class A | 230 710 | 5,76 | 13 030 | 7,46 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 25 458 | 3,11 | 1 447 | 2,62 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 50 494 | 1,64 | 2 871 | 1,13 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11 051 | 21,21 | 628 | 20,77 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 42 015 | 138,15 | 2 389 | 136,90 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 164 184 | 1,80 | 9 334 | 1,28 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 26 782 | 5,18 | 1 523 | 4,68 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 7 120 | 24,02 | 405 | 23,17 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 21 547 | 11,45 | 1 225 | 10,87 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 36 085 | 4,06 | 2 051 | 3,53 | ||||
| 2025-08-12 | 13F | Southeast Asset Advisors Inc. | 110 850 | 8,22 | 6 302 | 7,67 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 200 262 | 1,81 | 11 385 | 1,29 | ||||
| 2025-08-14 | 13F | Lebenthal Global Advisors, LLC | 736 457 | 16,56 | 41 868 | 15,96 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 2 550 | 404,95 | 145 | 414,29 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 4 959 | 22,38 | 282 | 21,65 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 106 080 | 1,90 | 6 031 | 1,38 | ||||
| 2025-08-12 | 13F | Sfmg, Llc | 260 457 | 6,85 | 14 807 | 6,30 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8 939 325 | 17,45 | 508 201 | 16,85 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 239 964 | 8,06 | 13 642 | 7,51 | ||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 4 551 | 5,79 | 259 | 5,31 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 11 303 | 7,84 | 643 | 7,36 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1 446 109 | 116,32 | 81 937 | 116,24 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 554 079 | 64,99 | 31 499 | 64,15 | ||||
| 2025-07-23 | 13F | Nelson Capital Management, LLC | 30 357 | 0,75 | 1 726 | 0,23 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 59 973 | 5,05 | 3 409 | 4,51 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 25 508 | 49,28 | 1 450 | 48,57 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 25 781 | 7,35 | 1 466 | 6,78 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 16 355 | 1,19 | 930 | 0,65 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 8 266 | 1,62 | 464 | 5,95 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 79 710 | 91,72 | 4 531 | 90,78 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 685 | 38 | ||||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 11 324 | 8,27 | 643 | 14,85 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 25 634 | 3,68 | 1 457 | 3,19 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 13 300 | 756 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 64 084 | 16,68 | 3 643 | 16,09 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 18 531 | 1,33 | 1 054 | 0,86 | ||||
| 2025-07-10 | 13F | Perkins Coie Trust Co | 93 171 | 543,22 | 5 296 | 540,27 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 53 426 | 27,00 | 3 037 | 26,38 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 4 357 | 1,92 | 248 | 1,23 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 5 531 | 5,07 | 314 | 4,67 | ||||
| 2025-07-15 | 13F | Regatta Capital Group, Llc | 8 891 | 505 | ||||||
| 2025-07-30 | 13F | Whittier Trust Co | 45 | 3 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 109 059 | 4,67 | 6 200 | 4,13 | ||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 21 511 | 0,46 | 1 223 | −0,08 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 73 476 | 7,13 | 4 177 | 6,61 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 3 648 | 0,44 | 207 | 0,00 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 20 273 | 29,87 | 1 153 | 29,29 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 402 982 | 11,44 | 22 910 | 10,88 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1 100 | 340,00 | 63 | 342,86 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 4 035 | 229 | ||||||
| 2025-08-15 | 13F | Keel Point, LLC | 4 769 | 271 | ||||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 26 543 | 3,66 | 1 509 | 3,08 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 8 186 | 36,50 | 465 | 35,96 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 81 366 | 4 626 | ||||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 45 333 | 2 577 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 324 090 | 4,86 | 18 424 | 4,32 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 4 857 | 276 | ||||||
| 2025-08-14 | 13F | Fortress Financial Group, Llc | 5 399 | 10,59 | 307 | 10,07 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 8 377 | 119,81 | 476 | 119,35 | ||||
| 2025-09-17 | NP | NADMX - Nationwide Investor Destinations Moderate Fund Class A | 230 215 | 2,79 | 13 003 | 4,44 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 69 639 | 60,26 | 4 | 50,00 | ||||
| 2025-08-08 | 13F | Croban | 36 451 | 2 072 | ||||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 19 030 | 23,24 | 1 082 | 22,56 |
