Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. Broad Market ETF inkluderar Kingstone Capital Partners Texas, LLC, MidWestOne Financial Group, Inc., HORAN Wealth, LLC, ELM - Elm Market Navigator ETF, Ballast, Inc., Midwestern Financial, LLC /IA, One Charles Private Wealth Services, LLC, Maridea Wealth Management LLC, Mill Creek Capital Advisors, LLC, J Hagan Capital, Inc., Luminvest Wealth Management LLC, Tactive Advisors, LLC, Glenmede Investment Management, LP, RMG Wealth Management LLC, Cornerstone Planning, LLC, Copperwynd Financial, LLC, Harrell Investment Partners, Llc, Edge Financial Advisors LLC, Integris Wealth Management, LLC, och Harbor Asset Planning, Inc. .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Lincoln Capital Corp | 113 969 | 0,25 | 2 716 | 10,95 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 47 318 | 0,29 | 1 128 | 11,03 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 214 502 | 0,18 | 5 112 | 10,89 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 60 584 | 0,97 | 1 444 | 11,77 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 567 | 56 600,00 | 14 | 8,33 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 1 064 255 | 0,15 | 25 361 | 10,85 | ||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 8 110 | 193 | ||||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 163 152 | 0,42 | 3 888 | 11,15 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 568 259 | 15,58 | 13 542 | 27,93 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 10 544 | 1,32 | 251 | 12,05 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 66 618 | 3,68 | 1 597 | 15,40 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 3 146 484 | 1,68 | 74 981 | 12,54 | ||||
| 2025-08-08 | 13F | Bailard, Inc. | 63 388 | 0,49 | 1 511 | 11,19 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 13 700 | 0,21 | 326 | 10,88 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 500 | 12 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 132 600 | 0,00 | 3 160 | 10,69 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 3 530 639 | 0,88 | 84 135 | 11,65 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 339 244 | 27,90 | 31 914 | 41,57 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 5 859 | 140 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 8 547 | 204 | ||||||
| 2025-08-06 | 13F | Round Rock Advisors, LLC | 9 108 | 217 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 31 420 | 173,57 | 745 | 202,44 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 165 124 | 2,71 | 3 935 | 13,24 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 24 045 | 0,11 | 573 | 10,64 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 2 433 | 0,33 | 58 | 9,62 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 187 | 3,31 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Mason & Associates Inc | 34 106 | 0,03 | 813 | 10,63 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 6 780 272 | 280 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 250 368 | 1,99 | 5 966 | 12,89 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 584 815 | 2,80 | 13 866 | 57,09 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 129 | 11,21 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 651 173 | 5,48 | 63 177 | 16,74 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 144 757 | 85,46 | 3 450 | 105,30 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 49 784 | 0,08 | 1 186 | 10,74 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 34 485 | 0,09 | 822 | 10,80 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 76 900 | 1 833 | ||||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 64 764 324 | 2 295,83 | 2 658 | −95,43 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 32 000 | 98,08 | 763 | 119,60 | ||||
| 2025-07-29 | 13F | Members Advisory Group LLC | 1 770 217 | 5,60 | 42 184 | 16,88 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 9 225 | 220 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 51 473 | 0,04 | 1 227 | 10,75 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 303 855 | 3,04 | 7 241 | 14,05 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, Llc | 11 488 | 261 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 53 379 | 1 294 | ||||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 18 102 | 0,98 | 431 | 11,95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 68 661 | 14,54 | 1 636 | 26,82 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 57 815 | 16,65 | 1 378 | 29,05 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 27 980 | 45,82 | 667 | 53,46 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 865 959 | 4,31 | 20 861 | 16,71 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1 217 202 | 294,50 | 29 006 | 336,69 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 26 869 | 5,79 | 640 | 17,22 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 69 581 | 20,01 | 1 658 | 32,85 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 382 201 | 9 108 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 691 716 | 7,41 | 16 | 23,08 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 1 404 | 0,29 | 33 | 10,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 21 842 | 1,99 | 521 | 12,80 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 44 875 | 0,43 | 1 069 | 11,12 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 648 | 15 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 241 861 | 4,75 | 5 764 | 15,93 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 241 166 | 0,97 | 5 747 | 11,75 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 8 050 | 192 | ||||||
| 2025-08-12 | 13F | Planning Alternatives Ltd /adv | 167 388 | 12,99 | 3 989 | 25,05 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 77 555 | 1 848 | ||||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 17 338 | 0,26 | 413 | 11,02 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 084 | 310,61 | 26 | 400,00 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 881 493 | 3,12 | 21 006 | 14,14 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 165 976 | 2,42 | 3 955 | 13,39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 133 520 | 4,20 | 50 842 | 15,33 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 509 428 | 82,17 | 12 140 | 101,64 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 76 943 | 138,51 | 1 834 | −14,55 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 11 187 | 0,02 | 267 | 10,83 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 13 411 | 43,37 | 223 | 10,45 | ||||
| 2025-08-07 | 13F/A | Curat Global, LLC | 1 433 | 0,28 | 34 | 13,33 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 9 375 | 2,31 | 223 | 13,20 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 2 756 | 18,69 | 66 | 32,65 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 196 905 | 0,04 | 4 692 | 10,74 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 12 426 | 0,18 | 296 | 10,86 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 162 204 | 8,47 | 3 865 | 20,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 354 112 | 123,74 | 8 439 | 147,67 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 516 353 | 2,01 | 12 305 | 12,90 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 519 812 | 1,09 | 12 387 | 11,90 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 36 843 | 4,34 | 878 | 15,39 | ||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 41 805 | 19,37 | 996 | 32,10 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 11 725 | 4,45 | 279 | 15,77 | ||||
| 2025-07-23 | 13F | WestEnd Advisors, LLC | 138 | 3 | ||||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 8 580 | 204 | ||||||
| 2025-08-11 | 13F | Somerset Group LLC | 15 049 | 1,43 | 359 | 12,23 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 63 414 | 8,08 | 1 511 | 19,64 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 13 303 | 8,05 | 317 | 19,62 | ||||
| 2025-07-09 | 13F | Act Wealth Management, Llc | 11 200 | 4,16 | 267 | 15,15 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 29 174 | 0,22 | 695 | 11,02 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 15 829 | 6,76 | 377 | 18,18 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 22 569 | 0,02 | 538 | 10,72 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 421 032 | 77,32 | 10 033 | 96,26 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 16 398 | 391 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 51 789 | 1,50 | 1 234 | 12,39 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 9 080 | 216 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 27 592 | 5,50 | 658 | 16,70 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 30 131 | 1,66 | 718 | 12,54 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 119 878 | 0,04 | 2 857 | 10,74 | ||||
| 2025-08-08 | 13F | Creative Planning | 2 235 852 | 6,46 | 53 280 | 17,83 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 18 026 | 0,28 | 430 | 10,85 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 17 000 | 411 | ||||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 44 715 | 0,39 | 1 066 | 11,17 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 48 | 1 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 24 107 | 574 | ||||||
| 2025-07-29 | 13F | BKD Wealth Advisors, LLC | 6 248 801 | 11,35 | 148 909 | 23,24 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 126 364 | 26,13 | 3 | 50,00 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 3 272 279 | 6,04 | 77 978 | 17,37 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 116 743 | 13,46 | 2 782 | 25,55 | ||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 28 434 | 0,99 | 678 | 11,72 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 1 514 413 | 1,58 | 36 088 | 12,43 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 5 953 464 | 1 400,40 | 141 871 | 1 560,86 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 83 703 | 1,19 | 1 995 | 12,02 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 23 966 | 133,61 | 571 | 159,55 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 25 860 | 0,01 | 616 | 10,79 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 798 594 | 530,14 | 19 031 | 597,58 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 66 700 | 0,04 | 1 589 | 10,73 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 30 207 | 9,49 | 720 | 21,25 | ||||
| 2025-08-12 | 13F | Vickerman Investment Advisors, Inc. | 18 867 | 0,30 | 450 | 10,86 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 9 872 | 235 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 4 645 | 5,38 | 111 | 17,02 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 354 | 0,22 | 32 | 10,34 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 10 104 | 4,78 | 241 | 15,94 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 506 | 0,60 | 0 | |||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 900 | 0,16 | 45 | 12,50 | ||||
| 2025-08-01 | 13F | Shilanski & Associates, Inc. | 1 193 682 | 2,79 | 28 445 | 13,77 | ||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 8 457 | 202 | ||||||
| 2025-07-15 | 13F | Optima Capital Llc | 93 892 | 4,34 | 2 237 | 15,49 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 138 146 | 25,94 | 3 292 | 39,43 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 15 223 | 0,68 | 363 | 11,38 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 91 866 | 4,76 | 2 189 | 16,00 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 2 997 | 0,60 | 71 | 4,41 | ||||
| 2025-08-08 | 13F | W.H. Cornerstone Investments Inc. | 48 082 | 12,65 | 1 146 | 24,73 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 22 924 | 20,66 | 1 | |||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 24 625 | 2,78 | 587 | 13,79 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 9 151 | 218 | ||||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 464 093 | 1,59 | 11 059 | 12,45 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 14 051 | 0,14 | 335 | 10,60 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 22 | 1 | ||||||
| 2025-07-15 | 13F | Jeppson Wealth Management, Llc | 15 691 | 0,07 | 374 | 10,68 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 1 539 575 | 1,59 | 36 688 | 12,44 | ||||
| 2025-07-22 | 13F | Jamison Private Wealth Management, Inc. | 17 399 | 0,25 | 415 | 10,99 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 24 058 | 0,90 | 573 | 11,70 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 472 306 | 1,52 | 10 169 | −3,71 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 212 593 | 5 066 | ||||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 17 | 13,33 | 0 | |||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 19 705 | 0,83 | 470 | 11,67 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 3 396 843 | 0,33 | 80 947 | 11,05 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 386 | 0,26 | 9 | 12,50 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 36 325 | 9,90 | 866 | 21,66 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 30 144 | 116,18 | 718 | 139,33 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 21 765 | 2,60 | 519 | 13,60 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 1 234 589 | 942,16 | 29 420 | 1 053,73 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 3 996 | 33,20 | 95 | 51,61 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 30 668 | 0,30 | 731 | 10,94 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 229 974 | 17,86 | 5 480 | 30,48 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 9 119 | 217 | ||||||
| 2025-07-22 | 13F | Warwick Investment Management, Inc. | 10 661 | 254 | ||||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 595 867 | 0,17 | 14 | 16,67 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 2 051 | 0,29 | 49 | 9,09 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 8 275 927 | 0,45 | 197 215 | 11,19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 635 212 | 8,04 | 15 137 | 19,58 | ||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 8 840 | 211 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 189 787 | 338,86 | 4 523 | 385,71 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 12 491 | 25,65 | 298 | 38,79 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 452 | 11 | ||||||
| 2025-08-08 | 13F | Glaxis Capital Management, LLC | 9 315 | 222 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 10 579 | 3,25 | 252 | 14,55 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 222 562 | 17,80 | 5 304 | 30,39 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 230 624 | 35,67 | 5 | 66,67 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 342 201 | 35,69 | 8 155 | 50,19 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 580 237 | 13 827 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 76 072 | 0,75 | 1 813 | 11,51 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 416 347 | 2,05 | 9 922 | 12,96 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 16 673 | 397 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1 322 811 | 6,68 | 31 523 | 18,07 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 85 655 | 69,92 | 2 088 | 92,44 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 42 079 | 0,39 | 1 003 | 10,72 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 249 976 | 5 957 | ||||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 5 515 | 0,29 | 131 | 11,02 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 223 | 0,25 | 29 | 11,54 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 41 727 | 15,06 | 994 | 27,44 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 2 082 849 | 4,26 | 49 634 | 15,39 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 76 804 | 1 830 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1 143 261 | 3,09 | 27 244 | 14,10 | ||||
| 2025-07-15 | 13F | Cordant, Inc. | 210 552 | 16,72 | 5 017 | 29,20 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 48 458 | 0,47 | 1 155 | 11,18 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 17 446 | 0,25 | 416 | 10,96 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 216 044 | 9,22 | 5 148 | 20,90 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 16 602 | 0,28 | 396 | 10,96 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 174 602 | 458,83 | 4 161 | 519,05 | ||||
| 2025-07-23 | 13F | Aurora Investment Managers, LLC. | 8 910 | 0 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners Inc | 204 | 29,94 | 5 | 33,33 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 228 179 | 0,22 | 5 438 | 10,94 | ||||
| 2025-07-24 | 13F | Baldwin Brothers Inc/ma | 16 260 | 0,10 | 387 | 10,89 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 472 490 | 1,85 | 11 259 | 12,74 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 31 529 | 4,46 | 751 | 15,72 | ||||
| 2025-08-11 | 13F | Nordwand Advisors, LLC | 10 200 | 243 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10 841 | 258 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 790 976 | 4,05 | 18 849 | 15,17 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 18 487 | 0,72 | 440 | 11,39 | ||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 13 661 | 0,01 | 326 | 10,54 | ||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 51 093 | 191,66 | 1 218 | 222,81 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 12 357 | 294 | ||||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 18 802 | 15,98 | 448 | 28,37 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 730 | 17 | ||||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 10 168 | 0,30 | 242 | 11,01 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 4 699 | 112 | ||||||
| 2025-07-22 | 13F/A | Elser Financial Planning, Inc | 108 325 | 3,53 | 2 581 | 14,61 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 88 773 | 4,63 | 2 115 | 15,83 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 121 917 | 2 768 | ||||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 9 293 | 221 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 1 454 | 0,21 | 35 | 9,68 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 18 080 | 0,03 | 431 | 10,54 | ||||
| 2025-07-17 | 13F | Stone Point Wealth LLC | 24 177 | 102,25 | 576 | 124,12 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 14 121 | 0,26 | 337 | 10,89 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 2 322 096 | 20,83 | 55 336 | 33,74 | ||||
| 2025-07-22 | 13F | Strid Group, LLC | 8 658 237 | 0,51 | 206 322 | 11,25 | ||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 85 750 | 2,00 | 2 043 | 12,94 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 9 671 | 0,30 | 230 | 9,52 | ||||
| 2025-08-14 | 13F | Dividend Asset Capital, Llc | 9 000 | 214 | ||||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 6 883 | 1,34 | 164 | 12,33 | ||||
| 2025-07-24 | 13F | Cross Staff Investments Inc | 107 519 | 1,01 | 2 562 | 11,83 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 453 293 | 3,26 | 10 802 | 14,28 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 17 100 | 905,88 | 499 | 1 088,10 | |||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 783 | 19 | ||||||
| 2025-08-11 | 13F | Tidemark, LLC | 7 158 | 0,03 | 171 | 10,39 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 29 523 | 0,30 | 704 | 11,06 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 52 261 | 1 186 | ||||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 341 799 | 2,74 | 8 145 | 13,73 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 21 515 | 0,39 | 513 | 11,06 | ||||
| 2025-07-17 | 13F | MBA Advisors LLC | 186 982 | 3,84 | 4 456 | 14,94 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 64 890 | 1 546 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 180 954 | 4 312 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 1 374 564 | 17,21 | 32 756 | 29,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 24 922 | 2,34 | 594 | 13,17 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 18 580 | 0,25 | 445 | 15,28 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2 364 | 319,15 | 56 | 366,67 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 23 319 | 0,25 | 556 | 11,00 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14 169 | 3,30 | 338 | 14,24 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 15 276 | 0,30 | 364 | 11,31 | ||||
| 2025-07-24 | 13F | Trevian Wealth Management LLC | 17 066 | 70,29 | 0 | |||||
| 2025-07-16 | 13F | Rebalance, Llc | 13 159 188 | 10,12 | 313 583 | 21,88 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 344 343 | 35,66 | 8 206 | 50,16 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 66 019 | 1 573 | ||||||
| 2025-07-22 | 13F | Davidson Kahn Capital Management, LLC | 423 629 | 12,23 | 10 119 | 24,50 | ||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 10 228 | 244 | ||||||
| 2025-07-17 | 13F | Luminvest Wealth Management LLC | 80 995 | 1 930 | ||||||
| 2025-07-29 | 13F | Creekside Partners | 298 086 | 11,59 | 7 103 | 23,51 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1 465 459 | 0,84 | 34 922 | 14,11 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 55 614 | 4,06 | 1 325 | 15,22 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2 290 | 0,31 | 55 | 10,20 | ||||
| 2025-07-15 | 13F | Foster Victor Wealth Advisors, LLC | 28 669 | 1,51 | 691 | 19,38 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 317 485 | 0,03 | 7 566 | 10,71 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 2 433 631 | 4,00 | 57 993 | 15,10 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 2 870 409 | 43,53 | 68 402 | 58,86 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 17 700 | 12,74 | 422 | 24,56 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 8 517 | 203 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 12 509 | 0,76 | 298 | 11,61 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13 713 | 46,88 | 327 | 63,00 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 1 257 | 0,32 | 30 | 11,54 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 17 248 | 0,36 | 371 | −4,87 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 79 752 | 2,39 | 1 900 | 13,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 524 270 | 1,16 | 12 493 | 11,96 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 109 244 | 196,37 | 2 603 | 211,36 | ||||
| 2025-05-13 | 13F | Adams Wealth Management | 89 752 | 4,50 | 1 932 | −0,87 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 11 930 | 0,29 | 284 | 10,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 123 814 | 6,77 | 2 951 | 18,19 | ||||
| 2025-07-24 | 13F | Papp L Roy & Associates | 146 061 | 0,26 | 3 481 | 10,97 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 24 880 | 85,19 | 593 | 104,84 | ||||
| 2025-08-12 | 13F | Eley Financial Management, Inc | 69 503 | 25,70 | 1 656 | 38,69 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 898 858 | 1,19 | 21 420 | 11,99 | ||||
| 2025-07-16 | 13F | Old North State Wealth Management, LLC | 17 699 | 1,10 | 422 | 11,97 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 260 548 | 7,88 | 54 570 | 20,95 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 41 174 | 9,60 | 981 | 21,41 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 96 393 | 63,63 | 2 297 | 81,15 | ||||
| 2025-07-25 | 13F | Gibson Capital, LLC | 17 015 | 0,02 | 405 | 10,66 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 8 790 | 209 | ||||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 6 127 | 38,46 | 146 | 53,68 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 1 110 715 | 1,87 | 26 468 | 12,75 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 24 052 | 117,55 | 573 | 140,76 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 78 425 | 1,29 | 1 869 | 12,06 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 2 059 938 | 10,20 | 49 088 | 15,71 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 17 787 | 383 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 35 743 | 0,29 | 852 | 10,95 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 326 901 | 0,28 | 7 790 | 11,00 | ||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 8 454 | 201 | ||||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 189 882 | 43,82 | 4 525 | 59,30 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 14 313 | 0,27 | 341 | 11,07 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 80 093 | 2 337,40 | 3 | −95,71 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 11 199 | 267 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 21 462 | 0,04 | 511 | 10,85 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 32 926 | 0,30 | 785 | 11,05 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 113 653 | 18,63 | 2 708 | 31,33 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 50 751 | 6,90 | 1 209 | 18,30 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 203 | 0,50 | 5 | 0,00 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 72 970 | 4,99 | 1 739 | 16,18 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 463 | 368 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 117 081 | 12,06 | 2 790 | 24,06 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 148 897 | 1,40 | 3 548 | 12,24 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 95 153 | 0,29 | 2 267 | 11,02 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 3 258 | 0,09 | 78 | 10,00 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 021 775 | 1,92 | 24 349 | 12,81 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 4 664 159 | 9,72 | 111 147 | 21,44 | ||||
| 2025-07-23 | 13F | Fulton Breakefield Broenniman Llc | 18 583 | 0,16 | 443 | 10,78 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 34 079 | 117,16 | 1 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 60 029 | 1,77 | 1 463 | 15,21 | ||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 25 763 | 0,03 | 614 | 10,65 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 107 050 | 13,65 | 2 551 | 25,85 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 26 165 | 0,30 | 624 | 11,05 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 27 790 | 662 | ||||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 47 552 | 30,78 | 1 133 | 44,88 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 75 856 | 29,20 | 1 808 | 42,96 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 232 912 | 0,02 | 5 550 | 10,71 | ||||
| 2025-07-10 | 13F | Stonekeep Investments, LLC | 862 130 | 0,42 | 20 545 | 11,15 | ||||
| 2025-07-24 | 13F | Copperwynd Financial, LLC | 29 519 | 703 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2 773 692 | 1,32 | 66 097 | 12,14 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 225 514 | 1,28 | 5 374 | 12,12 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 161 814 | 3 856 | ||||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 17 898 | 0,25 | 427 | 10,94 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 10 083 | 0,30 | 240 | 11,11 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 510 992 | 0,74 | 12 177 | 11,50 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 428 601 | 4,12 | 10 214 | 15,24 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 71 248 | 0,22 | 1 698 | 10,92 | ||||
| 2025-08-13 | 13F | Nyl Investors Llc | 199 907 | 3,90 | 4 764 | 14,99 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 243 239 | 7,98 | 5 796 | 19,53 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65 158 | 0,15 | 1 553 | 10,86 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 108 965 | 2,55 | 2 597 | 13,51 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 482 739 | 11 504 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 465 | 11 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 9 005 | 215 | ||||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 217 616 | 218 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 21 183 | 12,36 | 505 | 24,44 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 37 938 | 0,20 | 904 | 10,92 | ||||
| 2025-07-21 | 13F | Tanglewood Wealth Management, Inc. | 922 238 | 36,64 | 21 977 | 51,24 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 392 406 | 8,96 | 9 351 | 20,60 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 178 847 | 2,56 | 4 262 | 13,51 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 10 782 | 4,94 | 257 | 15,84 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 81 358 | 118,46 | 1 940 | 142,07 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 13 077 | 312 | ||||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 1 864 325 | 0,32 | 44 427 | 11,03 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 121 559 | 0,65 | 2 897 | 11,38 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 48 728 | 2,38 | 1 161 | 13,38 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3 250 928 | 3,42 | 77 470 | 14,47 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 16 267 | 32,61 | 396 | 50,00 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 42 211 | 0,11 | 1 006 | 10,80 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 57 344 | 48,29 | 1 367 | 64,18 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura Financial Group, LLC | 71 670 | 24,75 | 1 708 | 38,11 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 139 009 | 505,86 | 547 | 10,75 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 1 560 616 | 2,32 | 33 600 | −2,95 | ||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 78 528 | 4,67 | 1 871 | 15,85 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 814 190 | 1,10 | 19 402 | 11,90 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 135 596 | 3,45 | 3 231 | 14,53 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 16 726 | 0,75 | 399 | 11,48 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 148 220 | 87,86 | 3 532 | 108,01 | ||||
| 2025-08-14 | 13F | Osterweis Capital Management Inc | 2 370 | −13,85 | ||||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 982 798 | 3,36 | 23 420 | 14,40 | ||||
| 2025-09-04 | 13F | V. M. Manning & Co., Inc. | 14 419 | 359 | ||||||
| 2025-07-17 | 13F | Hanson & Doremus Investment Management | 6 406 096 | 1,95 | 153 | 12,59 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19 386 | 73,20 | 462 | 92,08 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 84 | 2 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 17 404 | 14,58 | 415 | 20,35 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 9 804 | 0 | ||||||
| 2025-08-01 | 13F | James Investment Research Inc | 161 101 | 7,54 | 3 839 | 19,04 | ||||
| 2025-08-11 | 13F | Wealthgarden F.s. Llc | 23 576 | 15,09 | 575 | 30,16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 372 012 | 18,17 | 56 525 | 30,80 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 45 403 | 2,67 | 1 082 | 13,55 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 103 424 | 0,01 | 2 465 | 10,69 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 3 833 932 | 4,10 | 91 363 | 15,23 | ||||
| 2025-08-08 | 13F | Glassman Wealth Services | 16 846 | 201,95 | 401 | 234,17 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 15 811 | 0,32 | 377 | 10,91 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 51 502 | 31,32 | 1 227 | 45,38 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 2 895 | 37,66 | 69 | 51,11 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 11 550 | 0,89 | 275 | 11,79 | ||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 9 641 | 0,29 | 230 | 11,17 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 26 874 | 0,12 | 640 | 10,92 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 17 941 | 0,30 | 428 | 10,91 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 8 935 | 213 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 94 995 | 2,53 | 2 264 | 13,49 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33 800 | 155,85 | 805 | 183,45 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 3 847 | 1,58 | 92 | 12,35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 165 921 | 52,13 | 3 954 | 68,36 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 100 040 | 76,46 | 2 384 | 95,33 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 12 875 | 27,55 | 307 | 41,01 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 543 808 | 3,27 | 12 959 | 14,30 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 620 688 | 0,12 | 14 791 | 10,82 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 9 007 | 215 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 583 013 | 1,53 | 37 723 | 12,37 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 41 542 | 0,10 | 990 | 10,75 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 55 453 | 0,31 | 1 194 | −4,86 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 111 401 | 0,69 | 26 | 13,04 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 17 110 | 0,29 | 408 | 10,90 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 8 575 | 204 | ||||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 17 554 | 0,25 | 418 | 10,88 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 86 841 | 1,62 | 2 069 | 12,51 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 718 | 0,28 | 17 | 13,33 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 14 | 0 | ||||||
| 2025-07-22 | 13F | Red Tortoise LLC | 101 871 | 0,15 | 2 428 | 10,87 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 1 775 | 0,11 | 42 | 10,53 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 120 819 | 6,56 | 2 879 | 17,99 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 876 957 | 1,89 | 20 898 | 12,77 | ||||
| 2025-07-17 | 13F | Legacy Wealth Management, Inc | 37 787 | 2,31 | 900 | 13,21 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 2 613 | 9,33 | 62 | 21,57 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 16 076 | 1,10 | 383 | 11,99 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 43 614 | 28,34 | 1 039 | 42,13 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 231 | 6 | ||||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 63 669 | 0,06 | 1 517 | 10,73 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 11 780 | 0,29 | 281 | 11,11 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 113 575 | 230,53 | 50 113 | 265,54 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 922 179 | 3,38 | 21 976 | 14,43 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 2 562 | 0,31 | 61 | 12,96 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 858 887 | 1,94 | 20 467 | 12,83 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 385 | 0,26 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 35 738 | 0,12 | 852 | 10,81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 90 329 | 74,33 | 2 153 | 93,00 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 46 633 | 0,30 | 1 111 | 10,99 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 274 627 | 17,62 | 6 753 | 36,37 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 21 961 | 0,16 | 523 | 10,81 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 9 924 | 18,54 | 236 | 31,11 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 8 717 | 213 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 279 101 | 10,30 | 6 651 | 22,06 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 13 731 | 327 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 1 113 342 | 10,65 | 26 531 | 22,47 | ||||
| 2025-08-14 | 13F | Fmr Llc | 989 303 | 9,62 | 23 575 | 21,34 | ||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 235 624 | 1,21 | 5 073 | −4,01 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 8 774 | 0,02 | 209 | 11,17 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 26 005 | 0,29 | 620 | 10,93 | ||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 2 545 750 | 2,47 | 60 665 | 13,41 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 28 904 | 5,52 | 689 | 16,81 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10 487 | 0,07 | 250 | 10,67 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 386 236 | 106,50 | 33 036 | 128,58 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 11 276 | 11,60 | 269 | 23,50 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 104 477 | 28,30 | 2 249 | 21,70 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 11 175 | 266 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 757 897 | 3,13 | 65 721 | 14,15 | ||||
| 2025-07-29 | 13F | Graver Capital Management, LLC | 260 009 | 2,97 | 6 196 | 13,98 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 661 | 16 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 203 532 | 4 850 | ||||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 204 793 | 107,15 | 4 880 | 129,32 | ||||
| 2025-07-09 | 13F | Goelzer Investment Management, Inc. | 25 314 | 12,87 | 603 | 25,10 | ||||
| 2025-08-04 | 13F | ELCO Management Co., LLC | 145 356 | 20,74 | 3 464 | 33,65 | ||||
| 2025-08-05 | 13F | Bridgewater Advisors Inc. | 36 792 | 0,17 | 902 | 14,92 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 72 795 | 19,92 | 1 735 | 32,77 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 122 755 | 2,32 | 26 755 | 13,25 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 27 673 | 6,33 | 1 | |||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group 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 | 22 006 | 524 | ||||||
| 2025-07-17 | 13F | Blossom Wealth Management | 68 052 | 2,22 | 1 622 | 13,12 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 1 575 | 0,32 | 38 | 12,12 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 428 601 | 4,12 | 10 214 | 15,24 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 16 381 | 8,18 | 390 | 19,63 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 290 911 | 0,74 | 6 932 | 11,50 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 23 509 | 0,06 | 560 | 10,89 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 161 270 | 3 843 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 338 400 | 110,71 | 8 064 | 133,27 | |||
| 2025-07-22 | 13F | Wynn Capital, LLC | 870 588 | 0,41 | 20 746 | 11,14 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 3 194 802 | 7,82 | 76 132 | 19,34 | ||||
| 2025-08-05 | 13F | Telos Capital Management, Inc. | 17 303 | 0,30 | 412 | 11,05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 2 289 546 | 13,99 | 54 560 | 15,05 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 126 108 | 18,54 | 3 005 | 31,22 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 10 141 | 0 | ||||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 387 800 | 0,00 | 9 241 | 10,70 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 63 686 | 6,76 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 468 240 | 31,32 | 130 308 | 45,35 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 99 482 | 2,26 | 2 371 | 13,18 | ||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 113 354 | 5,75 | 2 781 | 20,50 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 629 376 | 15,17 | 14 998 | 27,48 | ||||
| 2025-07-14 | 13F | Avalon Advisory Group | 159 033 | 13,09 | 3 790 | 25,17 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 1 261 049 | 60,44 | 30 051 | 77,58 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 1 046 | 2,55 | 25 | 14,29 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 100 640 | 4,45 | 2 398 | 15,62 | ||||
| 2025-08-08 | 13F | D'Orazio & Associates, Inc. | 81 745 | 63,41 | 1 948 | 80,78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 32 944 | 0,09 | 785 | 10,88 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 1 040 325 | 71,50 | 24 791 | 89,82 | ||||
| 2025-07-22 | 13F | One Wealth Management Investment & Advisory Services, LLC | 33 589 | 28,61 | 800 | 42,35 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 11 862 | 0,41 | 283 | 11,02 | ||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 9 182 | 219 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 928 831 | 3,36 | 22 738 | 17,08 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 364 072 | 43,64 | 8 676 | 58,97 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 20 735 | 0,04 | 494 | 10,76 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 11 610 | 0,27 | 277 | 10,84 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 128 972 | 87,56 | 3 073 | 107,64 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 8 612 | 205 | ||||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 852 181 | 2,97 | 20 307 | 13,97 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 1 088 248 | 3,31 | 25 933 | 17,90 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 18 719 | 446 | ||||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 197 128 | 0,23 | 4 698 | 9,61 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 14 184 | 338 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 89 666 | 0,42 | 2 137 | 11,13 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 40 364 | 1,51 | 962 | 12,27 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 41 713 | 10,72 | 1 | |||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 10 165 | 242 | ||||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 202 095 | 189,24 | 4 816 | 220,15 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 121 874 | 2,75 | 2 904 | 13,75 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 726 436 | 5,35 | 15 640 | −0,08 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61 804 | 7,00 | 1 473 | 18,42 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 12 223 396 | 2,71 | 291 284 | 13,68 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 441 861 | 2,97 | 10 530 | 13,96 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 59 392 | 0,04 | 1 415 | 10,72 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 99 655 | 15,69 | 2 375 | 28,05 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 74 079 | 0,84 | 1 765 | 12,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 690 914 | 0,56 | 16 462 | 11,28 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 20 | 0 | ||||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 21 613 | 24,57 | 515 | 38,07 | ||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 38 475 | 2,09 | 917 | 12,95 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 11 288 | 0,70 | 269 | 11,62 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 10 382 | 0,27 | 247 | 11,26 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 761 428 | 29,36 | 18 145 | 43,18 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 12 325 | 0,01 | 294 | 10,57 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 9 405 | 0,48 | 224 | 11,44 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 22 122 | 527 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 125 | 77 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 115 304 | 68,02 | 2 748 | 85,99 | ||||
| 2025-08-14 | 13F | Redwood Investment Management, Llc | 12 881 | 0,30 | 0 | |||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 104 041 | 0,95 | 2 479 | 11,72 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 204 510 | 9,83 | 4 873 | 21,55 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 9 671 | 1,08 | 230 | 12,20 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 19 | 0 | ||||||
| 2025-09-10 | 13F | WT Wealth Management | 1 284 069 | 0,30 | 30 599 | 11,02 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 18 126 | 1,44 | 432 | 12,24 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 147 594 | 3,99 | 3 517 | 15,12 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 19 025 | 4,97 | 453 | 16,15 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 109 389 | 2,20 | 2 607 | 13,11 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 75 530 | 0,37 | 1 800 | 11,05 | ||||
| 2025-07-23 | 13F | Penney Financial, LLC | 104 248 | 257,56 | 2 484 | 296,17 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 87 406 | 118,82 | 2 083 | 142,09 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 457 300 | 4,56 | 10 913 | 16,20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 250 036 | 12,05 | 29 788 | 24,02 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 12 718 | 3,87 | 303 | 15,21 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 225 410 | 910,17 | 5 372 | 1 018,96 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 23 870 | 0,01 | 569 | 10,72 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 900 | 21 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 55 364 | 146,42 | 1 319 | 172,52 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 3 666 | 0,27 | 87 | 11,54 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 8 976 | 214 | ||||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 116 354 | 8,74 | 2 773 | 20,36 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 8 753 | 209 | ||||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 48 786 | 1,56 | 1 163 | 12,38 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 34 599 | 33,70 | 825 | 47,94 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 74 307 | 244,88 | 1 771 | 282,29 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 10 759 | 9,46 | 256 | 21,33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 642 | 10,69 | ||||||
| 2025-07-31 | 13F | Future You Wealth Llc | 8 516 | 203 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 159 270 | 4,00 | 3 795 | 15,10 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 128 548 | 7,44 | 3 | 50,00 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 180 | 17 900,00 | 4 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 652 952 | 4,54 | 16 | 15,38 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 7 041 | 0,63 | 168 | 11,33 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 228 227 | 5 439 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 121 310 | 17,41 | 2 891 | 29,95 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 39 863 | 12,60 | 950 | 24,54 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 87 975 | 0,71 | 2 096 | 11,49 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 1 338 719 | 4,27 | 31 902 | 15,41 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 32 348 | 5,66 | 771 | 16,84 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 331 709 | 2,20 | 7 905 | 13,11 | ||||
| 2025-07-28 | 13F | Callahan Advisors, LLC | 65 203 | 5,48 | 1 554 | 16,77 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 559 877 | 3,83 | 13 342 | 14,92 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 25 220 | 0,07 | 601 | 10,89 | ||||
| 2025-07-15 | 13F | Harrell Investment Partners, Llc | 28 936 | 690 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 38 792 | 10,47 | 924 | 22,22 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 126 397 | 10,55 | 3 012 | 22,39 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 1 113 | 0,09 | 27 | 13,04 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 23 962 | 0,34 | 1 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 89 752 | 4,50 | 1 932 | −0,87 | ||||
| 2025-08-13 | 13F | Wealthquest Corp | 10 577 | 0,12 | 252 | 11,01 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 2 399 036 | 1,30 | 57 169 | 12,09 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 10 763 | 256 | ||||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 227 420 | 4 896 | ||||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 2 285 320 | 59,52 | 54 459 | 76,57 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 14 020 | 38,58 | 334 | 53,92 | ||||
| 2025-07-07 | 13F | Wilson & Boucher Capital Management, LLC | 263 443 | 1,79 | 6 278 | 12,65 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 311 | 0,32 | 7 | 16,67 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 16 461 | 2,84 | 392 | 13,95 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 69 277 | 0,00 | 1 651 | 10,66 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 60 | 1 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 154 301 | 1,27 | 3 677 | 12,07 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 327 350 | 7 801 | ||||||
| 2025-08-07 | 13F | Pinnacle Wealth Management Advisory Group, LLC | 25 236 | 0,01 | 601 | 10,68 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 6 496 557 | 0,40 | 154 812 | 11,12 | ||||
| 2025-07-17 | 13F | Scott & Selber, Inc. | 24 790 | 0,06 | 1 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 12 798 | 305 | ||||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 1 083 704 | 1,79 | 25 825 | 12,67 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 87 307 | 0,93 | 2 081 | 11,71 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 26 980 | 0,03 | 643 | 10,69 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 95 326 | 386,90 | 2 272 | 439,43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 81 215 | 3,39 | 1 935 | 14,43 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 888 459 | 69,98 | 21 172 | 88,14 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 47 150 | 24,07 | 1 124 | 52,58 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 74 081 | 52,08 | 1 765 | 68,42 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 289 | 4 138,89 | 55 | 5 300,00 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 261 293 | 1,49 | 6 227 | 12,32 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 14 087 | 0,29 | 336 | 10,93 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 43 821 | 1,19 | 1 044 | 12,02 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 9 219 | 220 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 203 177 | 4 842 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 13 050 | 200,00 | 296 | 2,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 263 041 | 31,87 | 6 268 | 45,43 | ||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 9 374 | 0,29 | 223 | 10,95 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 50 954 | 1 214 | ||||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 38 422 | 0,00 | 916 | 10,64 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 23 837 | 7,04 | 568 | 18,58 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 963 | 23 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 387 281 | 20,63 | 9 229 | 33,51 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 26 718 | 175,76 | 637 | 205,77 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 116 006 | 15,44 | 2 764 | 27,79 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 385 570 | 1,42 | 9 188 | 12,25 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 509 143 | 3,32 | 12 270 | 21,59 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 100 227 | 1 895,36 | 2 388 | 2 111,11 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 7 357 | 204,64 | 175 | 224,07 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 40 372 | 7,30 | 1 |
