Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF inkluderar Kingstone Capital Partners Texas, LLC, Rakuten Investment Management, Inc., RMG Wealth Management LLC, Summit Wealth Group Llc / Co, Fayez Sarofim & Co, Wit, Llc, CIBC World Markets Inc., CIBC World Markets Inc., Midwest Trust Co, Compass Wealth Management, LLC/GA, American Alpha Advisors, LLC, Tradewinds, LLC., Adams Asset Advisors, LLC, My Purposeful Wealth Corp., Vise Technologies, Inc., MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A, Mainsail Financial Group, LLC, Total Wealth Planning, Llc, Wesbanco Bank Inc, och Winnow Wealth Llc .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 20 894 | 0,51 | 554 | −4,82 | ||||
| 2025-08-06 | 13F | Washington Trust Bank | 14 106 | 374 | ||||||
| 2025-07-17 | 13F | Fiduciary Advisors, Inc. | 17 456 | 0,98 | 463 | −4,35 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 3 240 | 80 900,00 | 86 | −5,56 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 52 324 | 8,39 | 1 387 | 2,74 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 10 085 | 0,99 | 267 | −4,30 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 789 451 | 12,72 | 20 920 | 7,18 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 25 557 | 52,60 | 677 | 44,66 | ||||
| 2025-08-12 | 13F | Weik Capital Management | 27 810 | 4,51 | 737 | −1,08 | ||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 50 266 | 1 332 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 31 082 | 0,17 | 824 | −5,07 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 76 117 | 14,92 | 2 017 | 8,97 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 74 664 | 2 | ||||||
| 2025-08-12 | 13F | 17 Capital Partners, Llc | 47 725 | 1 265 | ||||||
| 2025-08-12 | 13F | Prosperitas Financial LLC | 354 238 | 2,66 | 9 387 | −2,70 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 15 479 | 24,19 | 410 | 17,82 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 40 069 | 8,87 | 1 062 | 3,11 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 30 557 | 0,40 | 810 | −4,82 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 513 | 42,50 | 14 | 55,56 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 1 020 323 | 3,88 | 27 039 | −1,55 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 33 892 | 43,55 | 898 | 36,06 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 83 553 | 12,22 | 2 214 | 6,39 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 248 853 | 0,04 | 6 595 | −5,18 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 5 843 | 10,37 | 0 | |||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 140 016 | 10,78 | 3 710 | 4,98 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 4 904 608 | 132 621 | ||||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 175 635 | 20,03 | 4 654 | 13,76 | ||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 418 | 0,48 | 11 | 0,00 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 23 647 | 3,60 | 627 | −1,88 | ||||
| 2025-08-13 | 13F | Allie Family Office LLC | 43 106 | 0,62 | 1 142 | −4,59 | ||||
| 2025-07-09 | 13F | Pacific Capital Wealth Advisors, Inc | 638 509 | 6,55 | 17 278 | 3,13 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 132 216 | 119,99 | 3 504 | 108,51 | ||||
| 2025-07-15 | 13F | CHB Investment Group, LLC | 96 186 | 0,73 | 3 | 0,00 | ||||
| 2025-07-31 | 13F | Darden Wealth Group Inc | 17 016 | 0,82 | 451 | −4,46 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 565 | 15 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1 830 412 | 3,79 | 48 506 | −1,63 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 498 216 | 31,21 | 13 203 | 24,36 | ||||
| 2025-08-13 | 13F | Wills Financial Group LLC | 60 739 | 1,44 | 1 610 | −3,88 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 131 585 | 162,57 | 3 487 | 148,89 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 48 224 | 1 278 | ||||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 82 454 | 3,09 | 2 185 | −2,28 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 61 407 | 0,90 | 1 627 | −4,35 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 264 610 | 12,11 | 298 684 | 6,31 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 176 567 | 0,31 | 4 679 | −4,92 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 3 122 121 | 15,81 | 82 736 | 11,28 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 11 576 | 11,22 | 0 | |||||
| 2025-08-12 | 13F | Clark Financial Services Group Inc /bd | 131 700 | 0,81 | 3 490 | −4,44 | ||||
| 2025-08-18 | 13F | Brick & Kyle, Associates | 21 097 | 50,48 | 1 | |||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 1 198 977 | 6,21 | 31 773 | 0,66 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 1 650 384 | 4,43 | 43 735 | −1,02 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 2 566 | 68 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 118 634 | 11,91 | 3 144 | 6,07 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 39 492 | 5,97 | 1 047 | 0,38 | ||||
| 2025-08-14 | 13F | Prelude Capital Management, Llc | 21 854 | 579 | ||||||
| 2025-07-21 | 13F | Hilltop National Bank | 45 150 | 1,61 | 1 196 | −1,40 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 11 021 | 0,78 | 292 | −4,26 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 11 877 | 0,19 | 315 | −5,14 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 861 845 | 23 | ||||||
| 2025-07-15 | 13F | Family Investment Center, Inc. | 256 635 | 4,61 | 6 801 | −0,86 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 11 650 | 309 | ||||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 352 264 | 9 335 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 2 759 | 23,89 | 73 | 17,74 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 492 | 25,17 | 40 | 18,18 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 7 630 | 202 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 402 732 | 12,73 | 10 672 | 6,85 | ||||
| 2025-08-01 | 13F | First National Trust Co | 111 686 | 3,28 | 2 960 | −2,12 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 5 938 | 461,25 | 157 | 441,38 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 28 944 | 3,06 | 767 | −2,29 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 60 726 | 0,01 | 1 609 | −5,19 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 405 457 | 4,17 | 10 745 | −1,27 | ||||
| 2025-08-08 | 13F | CWS Financial Advisors, LLC | 101 296 | 10,64 | 2 684 | 4,88 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 16 285 | 3,29 | 432 | −2,05 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 16 352 | 8,74 | 433 | 3,10 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 172 586 | 0,63 | 4 517 | 3,60 | ||||
| 2025-08-04 | 13F | FRG Family Wealth Advisors LLC | 355 192 | 0,30 | 9 413 | −4,94 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 287 189 | 20,29 | 7 611 | 14,01 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 775 552 | 4,77 | 20 552 | −0,70 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 406 202 | 17,62 | 11 049 | 25,76 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 89 998 | 1,29 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 32 946 | 7,38 | 1 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 1 318 633 | 33,16 | 34 944 | 26,21 | ||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 16 466 | 0,98 | 436 | −4,18 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 113 053 | 1,86 | 2 996 | −3,48 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 8 421 | 0,96 | 223 | −4,29 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 321 104 | 13,18 | 8 509 | 7,27 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 221 614 | 0,57 | 5 926 | 5,78 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 143 304 | 0,76 | 3 798 | −4,50 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 281 300 | 7,09 | 7 454 | 1,50 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 121 793 | 1,21 | 3 228 | −4,07 | ||||
| 2025-08-01 | NP | Advisors Preferred Trust - Dynamic Alpha Macro Fund Institutional Class Shares | 672 530 | 17,18 | 17 822 | 11,06 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 1 400 | 9,72 | 37 | 5,71 | ||||
| 2025-07-29 | 13F | Spreng Capital Management, Inc. | 359 782 | 1,34 | 9 534 | −3,95 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 950 714 | 0,30 | 25 194 | −4,94 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 25 162 | 1,51 | 1 | |||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 1 205 516 | 13,78 | 31 946 | 7,84 | ||||
| 2025-06-17 | NP | MBLAX - Madison Diversified Income Fund Diversified Income Fund Class A | 172 293 | 4 449 | ||||||
| 2025-07-17 | 13F | Sfm, Llc | 116 257 | 9,17 | 3 081 | 3,46 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 9 050 | 240 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 609 311 | 18,17 | 16 147 | 12,00 | ||||
| 2025-08-13 | 13F | Sepio Capital, LP | 13 269 | 3,43 | 352 | −1,96 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 7 960 | 211 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 252 323 | 2,18 | 6 687 | −3,16 | ||||
| 2025-08-12 | 13F | Camden National Bank | 145 011 | 4,56 | 3 843 | −0,90 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 9 335 | 0,28 | 247 | −5,00 | ||||
| 2025-07-16 | 13F | Exeter Financial, LLC | 182 728 | 5,10 | 4 842 | −0,39 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 973 901 | 0,69 | 52 308 | −4,56 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 18 313 | 0,27 | 485 | −4,90 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 21 448 | 568 | ||||||
| 2025-08-01 | 13F | Paradigm, Strategies in Wealth Management, LLC | 723 733 | 3,05 | 19 179 | −2,33 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 79 | 11,27 | 2 | 100,00 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 10 414 | 276 | ||||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 965 | 0,94 | 26 | −3,85 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 126 348 | 39,92 | 3 348 | 32,65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 1 901 560 | 9,96 | 50 391 | 4,22 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 26 832 | 0,73 | 711 | −4,44 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 3 850 | 186,89 | 102 | −5,56 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 193 426 | 6,15 | 5 126 | 0,59 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 108 592 | 20,63 | 2 878 | 14,35 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 35 884 | 17,74 | 951 | 11,50 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 16 531 | 38,44 | 438 | 31,53 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 111 076 | 9,02 | 2 944 | 3,34 | ||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 33 073 | 15,98 | 876 | 9,91 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 20 395 | 4,72 | 540 | −0,74 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 7 937 | 10,42 | 210 | 4,48 | ||||
| 2025-07-16 | 13F | Valicenti Advisory Services Inc | 29 508 | 4,94 | 1 | |||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 15 176 | 3,79 | 402 | −1,47 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 27 220 | 721 | ||||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 11 781 | 312 | ||||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 135 669 | 4,91 | 3 595 | −0,55 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 38 455 | 4,73 | 1 019 | −0,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 7 104 121 | 4,19 | 188 259 | −1,25 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 9 246 | 0,66 | 245 | −4,30 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 10 363 | 4,94 | 290 | 7,43 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 972 | 1,91 | 52 | −5,45 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 4 215 | 613,20 | 112 | 593,75 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 47 498 | 25,42 | 1 259 | 18,90 | ||||
| 2025-07-16 | 13F | Asset Allocation & Management Company, LLC | 302 057 | 1,65 | 8 | 0,00 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 186 834 | 4,83 | 4 951 | −0,64 | ||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 10 444 | 277 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 15 668 364 | 1,18 | 415 212 | −4,10 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 124 416 | 20,19 | 3 297 | 13,93 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 209 795 | 8,03 | 5 560 | 2,39 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 104 826 | 37,11 | 2 778 | 29,95 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 614 914 | 5,53 | 16 295 | 0,02 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 1 622 840 | 13,02 | 43 005 | 7,11 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 87 272 | 4,15 | 2 313 | −1,28 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 7 932 | 0,24 | 210 | 3,96 | ||||
| 2025-08-05 | 13F | Sunburst Financial Group, LLC | 1 383 074 | 3,21 | 36 651 | −2,18 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 531 329 | 3,06 | 14 080 | −2,32 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 1 481 | 0,89 | 39 | −4,88 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 1 639 370 | 3,75 | 43 443 | −1,67 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 219 719 | 29,28 | 5 823 | 22,54 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Call | 371 100 | 40,67 | 9 834 | 33,34 | |||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 672 530 | 17,18 | 18 192 | 13,73 | ||||
| 2025-08-11 | 13F | Aspen Investment Management Inc | 19 509 | 14,95 | 1 | |||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 69 347 | 5,08 | 1 838 | −0,43 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 83 321 | 15,30 | 2 208 | 9,31 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 9 706 | 1,46 | 257 | −3,75 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 9 452 | 250 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 7 779 | 210 | ||||||
| 2025-07-07 | 13F | RDA Financial Network | 72 623 | 2,91 | 1 925 | −2,48 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 728 852 | 26,42 | 19 315 | 19,82 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 18 208 | 80,05 | 483 | 70,92 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 35 035 | 13,24 | 2 781 | 221,50 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 143 050 | 9,47 | 3 908 | 17,68 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 4 423 | 0,25 | 119 | 4,42 | ||||
| 2025-07-24 | 13F | Zullo Investment Group, Inc. | 97 150 | 1,83 | 2 574 | −3,49 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 458 848 | 4,58 | 12 160 | −0,88 | ||||
| 2025-07-30 | 13F | Liberty One Investment Management, Llc | 77 173 | 1,97 | 2 045 | −3,31 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15 102 | 80,02 | 409 | 88,02 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 197 805 | 1,72 | 5 242 | −3,60 | ||||
| 2025-08-05 | 13F | Peregrine Asset Advisers, Inc. | 75 082 | 57,09 | 1 990 | 48,88 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 92 094 | 2 440 | ||||||
| 2025-07-11 | 13F | Walker Financial Services, Inc. | 1 522 859 | 8,13 | 40 356 | 2,48 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 42 585 | 10,30 | 1 129 | 4,54 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 146 342 | 0,25 | 3 878 | −4,97 | ||||
| 2025-08-01 | 13F | Planning Directions Inc | 1 307 298 | 2,13 | 34 643 | −3,21 | ||||
| 2025-08-13 | 13F | Diametric Capital, LP | 55 857 | 1 480 | ||||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 344 | 2,38 | 9 | 0,00 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 3 655 | 2,64 | 97 | −3,03 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 20 644 | 2,00 | 547 | −3,19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 26 170 | 44,71 | 694 | 37,23 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 23 828 | 137,40 | 631 | −25,59 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 956 120 | 5,00 | 25 337 | −0,48 | ||||
| 2025-07-25 | 13F | waypoint wealth counsel | 78 816 | 0,86 | 2 089 | −4,40 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 167 272 | 0,06 | 4 433 | −5,16 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 176 892 | 0,40 | 4 688 | −4,85 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 376 129 | 5,27 | 9 967 | −0,22 | ||||
| 2025-04-23 | 13F | Sunesis Advisors, LLC | 30 414 | 0,01 | 850 | 2,41 | ||||
| 2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 379 804 | 0,64 | 10 065 | −4,62 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 1 864 | 24,10 | 49 | 19,51 | ||||
| 2025-08-12 | 13F | Clear Street Markets Llc | 1 600 | 42 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 7 873 | 53,11 | 209 | −46,80 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 1 124 692 | 7,67 | 29 804 | 2,04 | ||||
| 2025-08-06 | 13F | Fairway Financial, LLC | 352 406 | 4,08 | 9 339 | −1,36 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 181 806 | 1,92 | 57 818 | 5,05 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 774 894 | 37,62 | 21 054 | 44,34 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/ny | 19 571 | 0,07 | 519 | −5,13 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 370 442 | 4,47 | 9 817 | −0,99 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 120 051 | 2,65 | 3 181 | −2,72 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 13 354 | 0,98 | 354 | −4,34 | ||||
| 2025-08-06 | 13F | Outfitter Financial LLC | 56 475 | 1,35 | 1 497 | −3,98 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 534 217 | 4,11 | 14 157 | −1,33 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 22 673 | 3,65 | 634 | 6,03 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 124 241 | 5,58 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 63 626 | 46,42 | 1 686 | 38,77 | ||||
| 2025-07-09 | 13F | Graves-Light Private Wealth Management, Inc. | 625 015 | 2,38 | 16 563 | −2,97 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 14 258 | 8,16 | 378 | 2,45 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 8 544 | 0,06 | 226 | −5,04 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 581 556 | 8,01 | 15 411 | 2,37 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 46 835 | 19,15 | 1 241 | 13,02 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | Put | 173 100 | 71,39 | 4 587 | 62,49 | |||
| 2025-08-01 | 13F | Fairfield Financial Advisors, LTD | 12 009 | 318 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 37 520 | 994 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 83 629 | 4,89 | 2 216 | −0,58 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 32 215 | 33,00 | 854 | 26,00 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Put | 244 000 | 6 466 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 70 285 | 4,91 | 1 794 | −0,39 | ||||
| 2025-07-02 | 13F | Lvm Capital Management Ltd/mi | 141 025 | 10,52 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 21 773 | 0,98 | 577 | −4,32 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 11 303 | 0,98 | 300 | −4,17 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 96 113 | 2,38 | 2 547 | −4,93 | ||||
| 2025-08-14 | 13F | Cubist Systematic Strategies, LLC | Call | 251 800 | 6 673 | |||||
| 2025-07-22 | 13F/A | Red Mountain Financial, LLC | 377 205 | 3,59 | 9 996 | −1,83 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 13 957 | 1,77 | 370 | −3,66 | ||||
| 2025-08-14 | 13F | Optiver Holding B.V. | 20 000 | 530 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 369 767 | 4,72 | 36 299 | −0,75 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 18 535 | 17,72 | 507 | 15,00 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 9 648 | 10,96 | 256 | 4,94 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 142 106 | 4,53 | 3 766 | −0,95 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 27 902 | 0,00 | 739 | −5,26 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 172 558 | 7,94 | 4 573 | 2,30 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 46 434 | 11,63 | 1 231 | 5,76 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 177 204 | 4 696 | ||||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1 171 | 44,21 | 31 | 40,91 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12 067 607 | 3,54 | 330 049 | 1,28 | ||||
| 2025-07-15 | 13F | Forte Capital Llc /adv | 11 553 | 28,30 | 306 | 21,91 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 1 808 322 | 2,71 | 47 921 | −2,65 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 30 071 | 3,96 | 797 | −1,49 | ||||
| 2025-07-15 | 13F | Tenon Financial LLC | 15 132 | 0,04 | 401 | −4,98 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 12 894 | 28,49 | 342 | 21,79 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 10 247 | 10,21 | 272 | 4,63 | ||||
| 2025-08-14 | 13F | Fayez Sarofim & Co | 820 000 | 21 730 | ||||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 1 016 613 | 2,75 | 27 743 | 10,27 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 14 756 | 31,62 | 391 | 24,92 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6 852 538 | 1,24 | 182 | −4,23 | ||||
| 2025-08-11 | 13F | Baldwin Investment Management, LLC | 22 711 | 1,04 | 602 | −4,30 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 31 280 | 2,26 | 829 | −3,16 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 51 639 | 2,36 | 1 368 | −2,98 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 903 333 | 2,82 | 23 938 | −2,55 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 534 911 | 4,40 | 14 175 | −1,05 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 26 983 | 0,14 | 715 | −5,05 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 64 655 | 17,15 | 1 713 | 11,02 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 4 664 | 12,20 | 124 | 6,03 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 10 450 | 380,90 | 277 | 367,80 | ||||
| 2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 98 573 | 19,36 | 2 612 | 13,12 | ||||
| 2025-07-22 | 13F | CPR Investments Inc. | 14 018 | 25,93 | 371 | 19,29 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 146 084 | 2,17 | 3 871 | −3,15 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 10 550 | 0,48 | 280 | −4,78 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 46 926 | 0,37 | 1 244 | −4,90 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 157 456 | 76,78 | 4 174 | 67,63 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 5 882 | 156 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 15 274 | 6,63 | 405 | 1,00 | ||||
| 2025-07-11 | 13F | Andrews, Lucia Wealth Management Llc | 18 189 | 1,89 | 482 | −1,03 | ||||
| 2025-07-11 | 13F | Bell Bank | 40 066 | 17,63 | 1 062 | 11,45 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 8 758 | 0,03 | 232 | −4,92 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 44 898 | 0,76 | 1 190 | −4,50 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 809 803 | 3,91 | 21 460 | −1,51 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 185 079 | 3,42 | 4 905 | −1,98 | ||||
| 2025-08-11 | 13F | Semus Wealth Partners LLC | 51 033 | 0,83 | 1 352 | −4,45 | ||||
| 2025-08-14 | 13F | 10Elms LLP | 104 662 | 3,13 | 2 774 | −2,26 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 9 981 | 1,88 | 264 | −3,30 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 51 336 | 2,31 | 1 360 | −3,00 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 21 875 | 44,46 | 612 | 45,13 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 102 | 24,39 | 3 | 0,00 | ||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 39 071 | 0,40 | 1 035 | −4,87 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34 814 | 71,81 | 923 | 62,90 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 285 193 | 0,57 | 7 558 | −4,68 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 741 315 | 0,60 | 19 645 | −4,65 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 27 290 | 723 | ||||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 944 248 | 8,23 | 25 023 | 2,58 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 352 264 | 3,27 | 9 335 | −2,13 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 269 747 | 0,31 | 7 148 | −4,93 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 31 372 | 6,42 | 831 | 0,85 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 444 | 0,91 | 12 | −8,33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 22 301 | 591 | ||||||
| 2025-08-12 | 13F | Wisconsin Wealth Advisors, LLC | 25 975 | 116,53 | 688 | 105,37 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 118 621 | 3 143 | ||||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 50 215 | 2,98 | 1 331 | −2,42 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 65 | 1,56 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 143 924 | 4,62 | 3 814 | −0,86 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 27 715 | 734 | ||||||
| 2025-08-07 | 13F | American Alpha Advisors, LLC | 368 164 | 9 756 | ||||||
| 2025-07-23 | 13F | Next Level Wealth Planning, LLC | 383 170 | 9,97 | 10 154 | 4,22 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 282 642 | 19,46 | 7 490 | 13,23 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 2 264 | 33,33 | 60 | 27,66 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 7 878 | 0,03 | 209 | −5,45 | ||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 469 442 | 1,48 | 12 440 | 0,61 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 144 177 | 3,17 | 3 821 | −2,23 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 59 625 | 0,04 | 1 580 | −5,16 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 269 701 | 30,47 | 7 147 | 42,17 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 27 724 | 0,06 | 735 | −5,17 | ||||
| 2025-04-28 | 13F | Redmont Wealth Advisors Llc | 153 | 4 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 3 761 756 | 5,30 | 99 687 | −0,20 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 9 000 | 238 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 439 724 | 9,97 | 11 653 | 4,23 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 136 376 | 6,36 | 3 813 | 7,56 | ||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 8 461 | 4,64 | 0 | |||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 285 502 | 25,50 | 7 983 | 28,43 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 15 636 | 2,88 | 414 | −0,24 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 127 244 | 4,41 | 3 373 | −1,03 | ||||
| 2025-07-29 | 13F | Quotient Wealth Partners, LLC | 11 184 | 296 | ||||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10 200 | 0,03 | 270 | −5,26 | ||||
| 2025-08-14 | 13F | Compass Wealth Management, LLC/GA | 377 573 | 10 006 | ||||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 103 986 | 1,50 | 2 756 | −1,54 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 59 500 | 4,42 | 1 577 | −1,07 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 10 414 | 273 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 5 846 | 56,69 | 155 | 48,08 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 702 940 | 2,05 | 18 628 | −3,29 | ||||
| 2025-07-25 | 13F | Charles Schwab Trust Bank | 3 580 367 | 24,04 | 94 880 | 17,56 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 54 257 | 92,50 | 1 438 | 82,36 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 51 183 | 60,24 | 1 358 | 52,07 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 12 752 | 338 | ||||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 996 | 20,00 | 26 | 13,04 | ||||
| 2025-07-16 | 13F | American National Bank | 450 | 12 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 616 474 | 12,82 | 16 337 | 6,92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 4 630 952 | 5,53 | 122 720 | 0,02 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 708 636 | 51,40 | 18 779 | 43,49 | ||||
| 2025-08-13 | 13F | Metropolitan Life Insurance Co/ny | 204 700 | 15,65 | 5 425 | 9,62 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 33 109 | 1,19 | 877 | −4,05 | ||||
| 2025-08-14 | 13F | Fmr Llc | 454 355 | 7,03 | 12 040 | 1,44 | ||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 100 500 | 2 663 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 11 724 | 44,74 | 311 | 39,01 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 409 831 | 48,42 | 10 862 | 40,69 | ||||
| 2025-07-11 | 13F | Scott Capital Advisors, LLC | 1 817 992 | 5,11 | 49 613 | 2,59 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 10 016 | 0,98 | 265 | −4,33 | ||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 53 377 | 41,61 | 1 414 | −53,47 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 8 764 | 1,48 | 232 | −3,73 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 19 139 | 251,11 | 523 | 13,48 | ||||
| 2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 23 186 | 0,33 | 614 | −4,95 | ||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 66 304 | 4,25 | 2 | 0,00 | ||||
| 2025-07-18 | 13F | Cooper Financial Group | 632 513 | 6,66 | 16 762 | 1,09 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 1 128 | 30 | ||||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 625 972 | 0,51 | 16 588 | −4,74 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 139 334 | 2,73 | 3 692 | −2,64 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 15 196 | 7 732,99 | 403 | 7 940,00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 842 | 32,81 | 22 | 29,41 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 145 472 | 2,28 | 3 855 | −3,04 | ||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 400 | 11 | ||||||
| 2025-08-01 | 13F | Bull Oak Capital, LLC | 7 864 | 208 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 268 422 | 1,07 | 7 505 | 3,45 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 17 697 | 6,98 | 469 | 1,30 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 19 854 | 1,29 | 526 | −4,01 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 263 090 | 6,60 | 6 972 | 1,03 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 2 097 | 160,82 | 56 | 150,00 | ||||
| 2025-08-01 | 13F | Integral Investment Advisors, Inc. | 349 363 | 7,51 | 9 258 | 1,90 | ||||
| 2025-05-14 | 13F | Summit Financial Wealth Advisors, LLC | 1 868 599 | 1,49 | 52 246 | 2,37 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 33 032 234 | 911 029 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 2 727 891 | 0,24 | 72 289 | −4,99 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 49 512 | 1 312 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 14 973 | 29,93 | 419 | 33,12 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 364 231 | 0,51 | 9 652 | −4,74 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 32 210 | 70,83 | 854 | 61,86 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 11 802 | 317 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 534 058 | 28,33 | 14 153 | 21,62 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 287 871 | 3,78 | 7 629 | −1,64 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 2 908 929 | 0,96 | 77 076 | −4,31 | ||||
| 2025-07-09 | 13F | GSG Advisors LLC | 485 007 | 2,04 | 12 853 | 4,52 | ||||
| 2025-07-17 | 13F | Mainsail Financial Group, LLC | 127 314 | 3 421 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 8 317 | 220 | ||||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 835 035 | 22 128 | ||||||
| 2025-08-05 | 13F | Redwood Wealth Management Group, LLC | 7 700 | 204 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 352 222 | 1,28 | 9 334 | −4,01 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 20 793 | 138,48 | 551 | 126,75 | ||||
| 2025-05-01 | 13F | Stillwater Wealth Management Group | 16 738 | 47,73 | 468 | 51,13 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 228 501 | 0,74 | 6 055 | −4,51 | ||||
| 2025-07-31 | 13F | Allied Investment Advisors, LLC | 1 632 590 | 6,61 | 43 264 | 1,05 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 224 572 | 10,29 | 6 036 | 6,02 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 1 387 | 0,43 | 37 | −5,26 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 210 039 | 12,90 | 5 566 | 7,02 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 29 600 | 1,50 | 784 | −3,80 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 1 702 200 | 6,18 | 45 108 | 0,64 | |||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 355 740 | 4,43 | 9 612 | 10,44 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 342 695 | 0,01 | 9 081 | −5,21 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 246 | 0,41 | 7 | 0,00 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 32 877 | 871 | ||||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 7 934 | 0,79 | 210 | −4,55 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 539 554 | 21,94 | 67 019 | 16,67 | ||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 1 525 168 | 1,83 | 40 417 | −3,48 | ||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 212 553 | 8,46 | 5 813 | 6,10 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 81 444 | 3,52 | 2 158 | −1,86 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 292 611 | 5,87 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 65 943 | 0,73 | 1 747 | −4,54 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 314 912 | 50,12 | 8 345 | 42,28 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 107 611 | 2,47 | 2 852 | −2,90 | ||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 7 767 | 7,92 | 206 | 1,99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 828 050 | 10,74 | 21 943 | 4,96 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 24 804 | 3,66 | 657 | −1,79 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 349 016 | 1,56 | 9 249 | −3,75 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 8 864 | 0,12 | 235 | −5,26 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 37 | 19,35 | 1 | |||||
| 2025-07-23 | 13F | Penney Financial, LLC | 296 404 | 1,25 | 7 855 | −4,04 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 37 551 | 5,26 | 1 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 4 560 879 | 8,48 | 120 863 | 2,81 | ||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 28 120 | 0,53 | 745 | −4,73 | ||||
| 2025-08-08 | 13F | EagleClaw Capital Managment, LLC | 8 300 | 220 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 10 913 | 0,68 | 289 | −4,62 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 149 416 | 6,87 | 3 960 | 1,28 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 286 478 | 6,59 | 7 592 | 1,02 | ||||
| 2025-07-30 | 13F | Fiduciary Family Office, Llc | 15 483 | 3,22 | 410 | −2,15 | ||||
| 2025-07-17 | 13F | Financial Partners Group, LLC | 23 379 | 0,34 | 620 | −4,92 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 95 571 | 7,46 | 2 533 | 1,85 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 1 140 296 | 2,33 | 30 | −3,23 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 24 982 | 34,38 | 662 | 27,55 | ||||
| 2025-08-14 | 13F | Guardian Wealth Management, Inc. | 51 606 | 0,30 | 1 368 | −4,94 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 282 | 57,30 | 0 | |||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 394 | 173,61 | 10 | 150,00 | ||||
| 2025-07-18 | 13F | Eagle Capital Management, LLC | 894 919 | 3,51 | 24 | −4,17 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 26 628 | 0,57 | 706 | −4,73 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 26 393 | 0,25 | 699 | −5,03 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 148 | 0,68 | 4 | −25,00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 160 949 | 1,89 | 4 265 | −3,42 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 54 861 | 12,80 | 1 454 | 6,92 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 1 288 865 | 1,49 | 34 155 | −3,81 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 30 515 | 4,30 | 809 | −1,10 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 424 709 | 1,03 | 11 252 | −4,24 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 30 380 | 805 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 495 271 | 161,92 | 13 125 | 148,23 | ||||
| 2025-04-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 76 190 | 2 174 | ||||||
| 2025-08-11 | 13F | North Forty Two & Co. | 86 668 | 8,04 | 2 297 | 2,41 | ||||
| 2025-08-12 | 13F | Verity & Verity, LLC | 21 569 | 1,50 | 572 | −3,87 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 342 416 | 33,04 | 9 074 | 26,10 | ||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 830 | 31,75 | 22 | 23,53 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 485 525 | 1,36 | 13 | −7,69 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 25 340 | 1,21 | 672 | −4,14 | ||||
| 2025-08-12 | 13F | Auxano Advisors, LLC | 183 765 | 0,61 | 4 870 | −4,66 | ||||
| 2025-07-23 | 13F | Winthrop Advisory Group LLC | 362 617 | 0,68 | 9 609 | −4,58 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 96 010 | 25,25 | 2 544 | 18,71 | ||||
| 2025-08-13 | 13F | Baltimore-Washington Financial Advisors, Inc. | 7 835 | 0,15 | 208 | −5,05 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 420 582 | 1,21 | 11 145 | −4,07 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 17 428 | 9,42 | 462 | 3,60 | ||||
| 2025-08-06 | 13F | Souders Financial Advisors | 982 022 | 4,28 | 26 024 | −1,16 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 36 495 | 1,11 | 967 | −4,16 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 12 634 | 17,70 | 0 | |||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 248 723 | 0,87 | 6 591 | −4,40 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 443 402 | 3,96 | 11 750 | −1,47 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 59 388 | 22,40 | 1 574 | 16,00 | ||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 457 150 | 7,94 | 12 114 | 2,30 | ||||
| 2025-08-13 | 13F | Capital Fund Management S.a. | 270 500 | 38,56 | 7 168 | 31,33 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 12 492 | 27,74 | 331 | 21,25 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 71 089 | 20,79 | 1 884 | 14,47 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 244 259 | 6,60 | 6 473 | 1,03 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 40 209 | 0,14 | 1 066 | −5,08 | ||||
| 2025-08-15 | 13F | Fairfield, Bush & Co. | 11 886 | 315 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 28 | 1 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 732 891 | 2,78 | 19 422 | −2,59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 355 477 | 2,12 | 9 420 | −0,94 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 213 928 | 0,24 | 5 669 | −4,99 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 11 291 | 20,09 | 299 | 14,12 | ||||
| 2025-07-10 | 13F | Ferguson Wellman Capital Management, Inc | 12 319 | 0,37 | 326 | −4,96 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 12 970 | 37,91 | 344 | 30,92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 235 394 | 15,89 | 6 238 | 9,85 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 17 673 | 68,31 | 468 | 59,73 | ||||
| 2025-07-23 | 13F | Guild Investment Management, Inc. | 143 110 | 45,65 | 3 792 | 38,04 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 10 885 | 288 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 1 839 | 4,08 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 509 754 | 0,08 | 13 789 | −2,87 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 262 507 | 34,21 | 6 956 | 30,19 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 17 956 | 46,05 | 476 | 38,48 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 618 903 | 0,45 | 16 401 | −4,80 | ||||
| 2025-07-18 | 13F | Financial Consulate, Inc | 799 472 | 2,62 | 21 186 | −2,74 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 165 512 | 26,65 | 4 386 | 20,03 | ||||
| 2025-07-29 | 13F | United Bank | 195 713 | 5,02 | 5 186 | −0,46 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 76 851 | 62,12 | 2 028 | 53,06 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 17 658 | 0,56 | 0 | |||||
| 2025-07-16 | 13F | Old Port Advisors | 248 194 | 1,67 | 6 577 | −3,63 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 13 738 | 4 220,13 | 384 | 1 500,00 | ||||
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 180 008 | 0,03 | 4 770 | −5,19 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 30 508 | 4,28 | 808 | −1,10 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 13 730 | 364 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 65 432 | 13,83 | 1 734 | 7,84 | ||||
| 2025-07-29 | 13F | Smithbridge Asset Management Inc/de | 362 097 | 20,10 | 9 596 | 13,83 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 60 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 19 215 884 | 5,97 | 509 221 | 0,44 | ||||
| 2025-04-29 | NP | DYTA - SGI Dynamic Tactical ETF | 241 698 | 14,30 | 6 898 | 10,47 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 120 855 | 5,52 | 3 203 | 0,00 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 42 420 | 30,85 | 1 124 | 24,06 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 57 772 | 25,37 | 1 531 | 18,79 | ||||
| 2025-08-13 | 13F | Raab & Moskowitz Asset Management LLC | 70 159 | 3,68 | 1 859 | −1,74 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 374 351 | 38,39 | 9 920 | 31,16 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 215 311 | 174,58 | 5 706 | 160,26 | ||||
| 2025-07-15 | 13F | BKA Wealth Consulting, Inc. | 39 029 | 7,42 | 1 034 | 1,87 | ||||
| 2025-08-25 | NP | SWJRX - Schwab Monthly Income Fund - Moderate Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312 645 | 20,39 | 8 285 | 14,12 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 26 187 | 11,81 | 709 | 8,26 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 686 | 1 573,17 | 18 | 1 700,00 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 422 | 1,20 | 11 | 0,00 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 32 345 | 0,41 | 857 | −4,78 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 1 285 407 | 1,49 | 34 063 | −3,81 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 97 716 | 6,21 | 2 589 | 0,66 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 52 700 | 52,23 | 1 397 | 44,36 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 125 626 | 1,34 | 3 329 | −3,95 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 25 910 | 15,23 | 687 | 9,24 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 7 671 | 26,04 | 0 | |||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 22 243 | 8,00 | 589 | 2,43 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 193 724 | 8,41 | 5 112 | 3,73 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 9 857 | 0,65 | 261 | −4,40 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 38 910 543 | 2 708 | ||||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 24 558 | 90,62 | 651 | 80,56 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 152 115 | 0,25 | 4 089 | −3,63 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 290 349 | 0,20 | 7 694 | −5,02 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 160 720 | 70,30 | 4 259 | 61,45 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1 135 | 476,14 | 31 | 500,00 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 16 036 | 19,71 | 425 | 13,37 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 177 671 | 2,12 | 4 708 | −3,21 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 290 490 | 18,78 | 7 698 | 12,56 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 102 678 | 19,10 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 108 084 | 2 864 | ||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 295 635 | 4,62 | 7 834 | −0,84 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 67 962 | 3,26 | 1 801 | −2,17 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 18 261 | 17,43 | 484 | 11,29 | ||||
| 2025-08-13 | 13F | Virtus ETF Advisers LLC | 70 | 2 | ||||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 26 510 | 13,52 | 703 | 7,67 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 29 526 | 51,59 | 782 | 43,75 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 7 529 | 42,30 | 200 | 35,37 | ||||
| 2025-08-04 | 13F | Balentine LLC | 81 459 | 2 265,24 | 2 159 | 2 147,92 | ||||
| 2025-08-06 | 13F | Robinson Smith Wealth Advisors Llc | 7 605 | 0,03 | 202 | −5,19 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 112 837 | 0,50 | 2 990 | −4,75 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\DE | 10 496 | 278 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 100 149 | 6,17 | 2 654 | 0,61 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 14 077 | 373 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 131 432 | 67,14 | 3 483 | 74,27 | ||||
| 2025-07-25 | 13F | Mitchell Sinkler & Starr/pa | 92 632 | 13,05 | 2 455 | 7,11 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 37 | 54,17 | 1 | |||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 27 703 | 27,86 | 734 | 21,32 | ||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 284 751 | 5,49 | 7 546 | −0,03 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 18 893 | 24,78 | 501 | 18,20 | ||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 398 881 | 0,25 | 10 570 | −4,98 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 812 290 | 3,64 | 21 526 | −1,77 | ||||
| 2025-08-13 | 13F | Miramar Capital, LLC | 77 609 | 11,17 | 2 057 | 5,38 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 250 587 | 3,87 | 6 641 | −1,56 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1 161 943 | 42,51 | 30 791 | 35,07 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 6 160 | 25,59 | 163 | 18,98 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 43 292 | 15,53 | 1 147 | 9,55 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 3 000 | 80 | ||||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 26 075 | 0,10 | 691 | −5,22 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 2 947 | 78 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 922 555 | 0,09 | 156 948 | −5,14 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3 615 | 244,29 | 96 | 227,59 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 134 491 | 151,60 | 3 564 | 138,55 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 1 083 885 | 7,66 | 28 723 | 2,04 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 16 | 6,67 | 0 | |||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 609 545 | 2,59 | 16 314 | 2,72 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 27 867 | 56,58 | 738 | 48,49 | ||||
| 2025-07-25 | 13F | Clarendon Private LLC | 9 729 | 0,76 | 258 | −4,46 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 2 | 0 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 118 123 | 35,60 | 3 130 | 28,54 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 91 031 | 0,18 | 2 412 | −5,04 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 99 | 43,48 | 3 | 100,00 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 87 219 | 6,04 | 2 311 | 0,52 | ||||
| 2025-08-12 | 13F | Covington Investment Advisors Inc. | 19 871 | 4,50 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 687 017 | 15,86 | 18 206 | 9,81 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 478 107 | 10,27 | 12 670 | 4,50 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 63 487 | 0,81 | 1 682 | −4,43 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 71 084 | 9,03 | 1 884 | 3,35 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 17 157 | 4,46 | 455 | −1,09 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 27 994 | 33,30 | 1 | |||||
| 2025-07-03 | 13F | Collective Family Office Llc | 95 852 | 1,98 | 2 540 | −3,35 | ||||
| 2025-07-07 | 13F | Modus Advisors, LLC | 58 492 | 0,03 | 1 550 | −5,14 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 38 025 | 366,56 | 1 008 | 343,61 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 232 664 | 1,58 | 6 166 | −3,73 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 11 926 | 28,43 | 316 | 22,01 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 9 316 | 6,40 | 247 | 0,82 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 14 022 | 7,39 | 372 | 1,64 | ||||
| 2025-07-23 | 13F | Golden Reserve Retirement LLC | 1 669 463 | 10,70 | 44 212 | 4,88 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 46 853 | 1 242 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 2 243 102 | 1,59 | 59 442 | −3,71 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 211 185 | 5 634 | ||||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 262 398 | 5,82 | 6 954 | 0,29 | ||||
| 2025-08-07 | 13F | Nwam Llc | 188 474 | 3,86 | 5 059 | −0,30 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 293 843 | 24,91 | 7 787 | 18,38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 869 995 | 50,23 | 49 555 | 42,38 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 21 967 | 1 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 290 762 | 1,40 | 7 705 | −3,89 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 34 359 | 5,83 | 911 | 0,33 | ||||
| 2025-07-18 | 13F | Heritage Financial Services, LLC | 8 038 | 1,26 | 213 | −3,62 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 134 251 | 10,64 | 3 558 | 4,86 | ||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 3 046 323 | 1,78 | 80 728 | −3,54 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 491 076 | 3,01 | 13 014 | −2,37 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 109 741 | 3,85 | 2 909 | −1,36 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 65 948 | 1,34 | 1 748 | −3,96 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 1 457 109 | 7,38 | 38 613 | 1,77 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 029 248 | 8,36 | 27 275 | 2,46 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 83 435 | 1,54 | 2 211 | −3,74 | ||||
| 2025-08-12 | 13F | Accordant Advisory Group Inc | 108 084 | 1 164,88 | 2 864 | 1 103,36 | ||||
| 2025-07-30 | 13F | First Citizens Bank & Trust Co | 13 789 | 365 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 21 660 | 574 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 895 068 | 1,38 | 23 719 | −3,91 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 767 946 | 2,84 | 20 351 | −2,53 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 6 821 | 364,33 | 184 | 346,34 | ||||
| 2025-08-12 | 13F | Forum Private Client Group LLC | 12 261 | 325 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 15 005 | 21,62 | 398 | 15,41 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 122 266 | 3 240 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 118 159 | 24,17 | 3 131 | 17,71 | ||||
| 2025-07-25 | 13F | Lion Street Advisors, LLC | 267 754 | 13,20 | 7 096 | 7,29 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 100 908 | 205,69 | 2 821 | 9,94 | ||||
| 2025-08-14 | 13F | Keebeck Wealth Management, LLC | 8 044 | 213 | ||||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 36 686 | 5,28 | 985 | 12,46 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 254 865 | 2,65 | 6 754 | −2,71 | ||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 20 343 | 7,09 | 539 | 4,05 | ||||
| 2025-07-15 | 13F | Lynch & Associates/in | 155 613 | 3,41 | 4 124 | −2,00 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 133 249 | 62,21 | 3 564 | 55,23 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 14 334 | 5,28 | 380 | −0,26 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 55 190 | 10,59 | 1 463 | 4,80 | ||||
| 2025-08-20 | 13F | Forefront Wealth Partners, LLC | 91 221 | 4,05 | 2 492 | 1,67 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 308 291 | 7,35 | 8 170 | 3,14 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 14 206 | 16,91 | 376 | 10,91 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 14 301 | 379 | ||||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 24 824 | 8,03 | 658 | 2,34 | ||||
| 2025-08-05 | 13F | Navalign, LLC | 266 708 | 4,31 | 7 068 | −1,15 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 136 591 | 12,30 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 26 456 | 6,05 | 701 | 0,57 | ||||
| 2025-07-17 | 13F | Sonora Investment Management Group, LLC | 39 160 | 9,86 | 1 038 | 4,12 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 15 394 | 11,57 | 408 | 5,71 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 7 889 | 216 | ||||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2 688 | 75 | ||||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 24 885 | 9,79 | 659 | 4,11 | ||||
| 2025-07-30 | 13F | Retirement Planning Group | 23 123 | 0,52 | 613 | −4,82 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 31 303 | 44,72 | 830 | 37,25 | ||||
| 2025-08-18 | NP | ULTRA SERIES FUND - Diversified Income Fund Class I | 186 851 | 156,19 | 4 952 | 142,82 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 79 488 | 2 306,54 | 2 169 | 677,42 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 536 291 | 9,06 | 14 212 | 3,36 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 586 061 | 5,39 | 15 531 | −0,12 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 9 600 | 254 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 69 614 | 12,21 | 1 845 | 6,34 | ||||
| 2025-07-09 | 13F | Stony Point Wealth Management Inc. | 19 185 | 4,97 | 508 | −0,39 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 721 | 11,06 | 72 | 5,88 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 166 576 | 32,13 | 4 414 | 25,26 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 506 146 | 12,76 | 13 413 | 6,87 | ||||
| 2025-08-14 | 13F | Royal Capital Wealth Management, LLC | 47 438 | 0,20 | 1 257 | −4,99 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 79 837 | 15,11 | 2 116 | 9,08 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 113 315 | 0,34 | 3 003 | −4,91 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 234 041 | 9,22 | 6 202 | 3,52 | ||||
| 2025-08-08 | 13F | Thrive Capital Management, LLC | 8 875 | 235 | ||||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 15 773 | 431 | ||||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 15 295 | 0,03 | 405 | −5,15 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 78 996 | 292,74 | 2 093 | 272,42 | ||||
| 2025-07-23 | 13F | Lansing Street Advisors | 8 559 | 0,98 | 227 | −4,24 | ||||
| 2025-08-18 | 13F | Pacific Center for Financial Services | 9 738 | 0,99 | 258 | −4,09 | ||||
| 2025-07-29 | 13F | Mb, Levis & Associates, Llc | 4 336 | 2 810,07 | 115 | 2 750,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 118 068 | 20,21 | 3 129 | 13,91 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 37 700 | 5,60 | 999 | 0,10 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 59 689 | 1 582 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 302 698 | 6,29 | 8 022 | 0,74 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 8 850 | 7,27 | 235 | 1,74 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 431 559 | 4,05 | 11 436 | 6,79 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3 146 | 85 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | Call | 680 000 | 18 020 | |||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 551 977 | 1,95 | 14 627 | −3,37 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | Put | 680 000 | 18 020 | |||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 1 551 276 | 135,20 | 41 109 | 122,92 | ||||
| 2025-07-30 | 13F | BG Investment Services, Inc. | 33 967 | 238,15 | 910 | 225,00 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 2 445 | −2,75 | ||||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 347 595 | 9,59 | 9 211 | 3,87 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 92 780 | 43,15 | 2 459 | 35,65 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 124 100 | 66,80 | 3 289 | 58,08 | |||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 14 366 | 8,59 | 381 | 2,98 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 159 027 | 4,55 | 4 214 | −0,89 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 577 002 | 13,47 | 15 291 | 7,55 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 18 701 | 493 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 165 800 | 28,43 | 4 394 | 21,72 | |||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 29 927 | 12,46 | 793 | 6,59 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 7 999 | 4,33 | 212 | −1,40 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 16 018 | 424 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 99 502 | 4,06 | 2 637 | −1,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 96 529 | 42,86 | 2 558 | 35,42 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 2 112 887 | 15,59 | 55 992 | 9,56 | ||||
| 2025-07-14 | 13F | Chris Bulman Inc | 169 455 | 41,00 | 4 491 | 33,63 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 755 | 0,94 | 20 | 0,00 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 142 657 | 0,01 | 3 989 | 2,36 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 13 465 | 76,59 | 357 | 67,14 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 56 346 | 2,18 | 1 493 | −1,78 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 446 482 | 4,18 | 11 832 | −1,26 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 3 025 413 | 3,35 | 80 173 | −2,05 | ||||
| 2025-08-27 | 13F | Cypress Capital Advisors, LLC | 248 828 | 22,43 | 6 594 | 16,03 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 23 302 | 2,58 | 618 | −2,83 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 723 110 | 2,20 | 19 162 | −3,14 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 17 861 | 34,35 | 473 | 27,49 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 950 145 | 5,68 | 25 179 | 0,16 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 309 762 | 11,75 | 8 | 14,29 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 996 545 | 3,39 | 26 408 | −2,01 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 607 | 43 | ||||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 90 242 | 23,50 | 2 391 | 17,09 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 164 167 | 9,64 | 4 350 | 3,92 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 28 388 | 4,81 | 752 | −0,66 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 48 660 | 18,31 | 1 289 | 14,78 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 3 547 | 0,20 | 94 | −5,10 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 542 570 | 14 378 | ||||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 992 513 | 1,90 | 26 302 | −3,42 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 28 259 | 0,16 | 749 | −5,08 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 11 168 | 296 | ||||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 109 340 | 0,16 | 2 898 | −5,08 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 9 146 | 248 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 282 | 241,87 | 34 | 230,00 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 27 055 | 31,73 | 717 | 24,74 | ||||
| 2025-07-22 | 13F | IFS Advisors, LLC | 1 266 | 17,44 | 34 | 10,00 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 265 518 | 14,00 | 7 036 | 8,05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 987 028 | 11,20 | 26 156 | 5,40 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 124 979 | 15,95 | 3 312 | 15,25 | ||||
| 2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 42 859 | 4,50 | 1 136 | −0,96 | ||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 270 113 | 12,20 | 7 158 | 6,34 | ||||
| 2025-08-14 | 13F | Note Advisors, LLC | 59 718 | 9,62 | 1 583 | 3,87 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 342 239 | 6,07 | 9 069 | 0,53 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 63 143 | 6,39 | 1 673 | 0,84 | ||||
| 2025-07-18 | 13F | Martel Wealth Advisors Inc | 7 684 | 204 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 42 503 | 0,20 | 1 126 | −5,06 | ||||
| 2025-08-05 | 13F | Next Capital Management LLC | 39 007 | 1,87 | 1 034 | −3,46 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 12 043 | 1,03 | 329 | 10,07 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 38 646 | 21,26 | 1 024 | 14,93 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 26 244 | 0,17 | 710 | −3,14 | ||||
| 2025-07-29 | 13F | CapWealth Advisors, LLC | 248 523 | 1,39 | 6 586 | −3,91 | ||||
| 2025-08-14 | 13F | Wit, Llc | 786 995 | 20 855 | ||||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 71 610 | 0,18 | 1 898 | −5,06 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 6 440 | 4 670,37 | 171 | 5 566,67 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 157 990 | 1,64 | 4 187 | −3,68 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 28 648 | 21,18 | 759 | 15,00 | ||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 350 729 | 1,62 | 9 294 | −3,68 | ||||
| 2025-08-12 | 13F | FourThought Financial Partners, LLC | 65 427 | 75,61 | 1 734 | 66,47 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 42 248 | 3,73 | 1 120 | −1,67 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 65 495 | 18,38 | 1 736 | 12,23 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 630 378 | 17,88 | 16 705 | 11,73 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 44 328 | 0,02 | 1 175 | −5,25 | ||||
| 2025-08-07 | 13F | W Advisors, Llc | 40 509 | 22,84 | 1 073 | 16,50 | ||||
| 2025-07-22 | 13F | Silver Lake Advisory, LLC | 14 693 | 0,95 | 389 | −4,19 | ||||
| 2025-07-17 | 13F | SWS Partners | 31 467 | 0,03 | 834 | −5,23 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 13 455 | 8,17 | 357 | 2,59 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 66 | 83,33 | 2 | |||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 84 752 | 1,28 | 2 246 | −4,02 | ||||
| 2025-07-30 | 13F | Paul Damon & Associates, Inc. | 508 516 | 1,64 | 13 476 | −3,67 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 23 665 | 0,72 | 627 | −4,42 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 53 039 | 147,37 | 1 406 | 134,56 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 14 474 | 0,01 | 384 | −5,20 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 63 632 | 11,67 | 1 686 | 5,84 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 261 328 | 115,37 | 6 925 | 104,16 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 18 887 | 64,08 | 501 | 55,76 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 330 930 | 286,10 | 8 770 | 265,98 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 226 591 | 4,70 | 6 | 0,00 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 14 662 | 1,50 | 389 | −3,72 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 560 252 | 3,93 | 14 847 | −1,50 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 1 196 005 | 3 673,01 | 31 694 | 3 477,20 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3 808 299 | 0,24 | 100 920 | −4,99 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 24 490 | 471,53 | 264 | 121,01 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 281 793 | 7,83 | 7 468 | 2,20 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 260 392 | 8,90 | 6 913 | 3,40 | ||||
| 2025-08-14 | 13F | Aberdeen Wealth Management LLC | 7 510 | 0,13 | 199 | −4,78 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 441 825 | 39,41 | 11 708 | 32,14 | ||||
| 2025-08-05 | 13F | Everest Management Corp. | 13 853 | 367 | ||||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 34 188 | 0,49 | 906 | −4,84 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 480 | 119 | ||||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 48 231 | 6,52 | 1 278 | 1,03 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 413 | 11,91 | 408 | 5,97 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 115 846 | 13,95 | 3 070 | 7,99 | ||||
| 2025-08-28 | NP | INKM - SPDR SSGA Income Allocation ETF This fund is a listed as child fund of State Street Corp 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 | 145 892 | 42,86 | 3 866 | 35,41 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 98 770 | 3,47 | 2 617 | −1,95 | ||||
| 2025-08-12 | 13F | Lodestone Wealth Management LLC | 11 018 | 17,79 | 292 | 11,49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 1 636 892 | 10,15 | 43 378 | 4,40 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 422 | 0,61 | 117 | 4,46 | ||||
| 2025-08-25 | NP | SWKRX - Schwab Monthly Income Fund - Enhanced Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 510 669 | 9,85 | 13 533 | 4,12 | ||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 78 155 | 136,57 | 2 071 | 124,38 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 54 083 | 25,24 | 1 433 | 18,72 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 26 992 | 8,20 | 715 | 2,58 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 24 417 | 11,78 | 647 | 6,07 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 63 394 | 12,36 | 1 680 | 6,47 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 26 367 | 4,59 | 699 | −0,85 | ||||
| 2025-09-04 | 13F | V. M. Manning & Co., Inc. | 25 668 | 716 | ||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 126 532 | 32,45 | 3 353 | 25,53 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 39 062 | 95,05 | 1 035 | 85,15 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 50 600 | 12,29 | 1 341 | 6,43 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 412 070 | 7,94 | 10 920 | 2,30 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 285 384 | 3,33 | 7 563 | −2,07 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 118 469 | 1,99 | 3 139 | −3,33 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 116 816 | 3 096 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 11 258 | 6,74 | 298 | 1,36 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 57 759 | 5,31 | 1 531 | −0,20 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 177 086 | 29,37 | 5 | 33,33 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 479 211 | 0,76 | 39 199 | −4,50 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 865 886 | 3,24 | 22 946 | 0,14 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 108 921 | 1,80 | 2 886 | −3,51 | ||||
| 2025-07-29 | 13F | Creekside Partners | 19 639 | 67,57 | 520 | 59,02 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 10 139 634 | 1,80 | 268 700 | −3,51 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 805 953 | 9,63 | 21 358 | 3,90 | ||||
| 2025-07-09 | 13F | Channel Wealth Llc | 394 853 | 64,11 | 10 464 | 55,54 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 466 646 | 4,54 | 12 366 | −0,91 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 105 794 | 10,01 | 2 804 | 4,28 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 62 | 2 | ||||||
| 2025-07-15 | 13F | Burns Matteson Capital Management, LLC | 249 788 | 2,71 | 6 619 | −2,66 | ||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 12 580 | 25,96 | 265 | −5,38 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 67 890 | 1,70 | 1 898 | 4,11 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 26 593 | 73 769,44 | 705 | 70 300,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 94 748 | 11,18 | 2 511 | 5,37 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 14 169 | 342,92 | 375 | 321,35 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 968 544 | 1,51 | 25 666 | −3,79 | ||||
| 2025-07-29 | 13F | BKM Wealth Management, LLC | 108 017 | 13,27 | 2 862 | 7,35 | ||||
| 2025-07-31 | 13F | FSA Investment Group, LLC | 24 796 | 1,49 | 657 | −3,81 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 36 730 | 73,39 | 973 | 64,36 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 403 681 | 3,79 | 10 698 | −1,63 | ||||
| 2025-07-22 | 13F | Glassy Mountain Advisors, Inc. | 114 917 | 0,96 | 3 045 | −4,31 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 210 171 | 55,43 | 5 570 | 47,33 | ||||
| 2025-08-12 | 13F | Walled Lake Planning & Wealth Management, Llc | 418 690 | 1,21 | 11 095 | −4,07 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 512 891 | 6,21 | 13 592 | 0,67 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 17 670 | 123,28 | 468 | 111,76 | ||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 102 159 | 1,01 | 2 707 | −4,28 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 8 557 | 0,12 | 227 | −5,04 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 172 277 | 3,75 | 4 565 | −1,66 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 55 672 | 3,66 | 1 475 | −1,73 | ||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 485 603 | 9,53 | 12 868 | 3,82 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 1 825 823 | 6,55 | 48 384 | 0,99 | ||||
| 2025-08-11 | 13F | MainStreet Investment Advisors LLC | 41 360 | 282,08 | 1 096 | 262,91 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 20 174 | 51,14 | 535 | 43,16 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 67 075 | 201,35 | 1 777 | 185,69 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 51 656 | 8,81 | 1 | 0,00 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 114 440 | 9,11 | 3 | 50,00 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 352 689 | 12,04 | 9 646 | 9,60 | ||||
| 2025-08-01 | 13F | Centerpoint Advisors, LLC | 17 509 | 0,06 | 0 | |||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 228 522 | 1,86 | 6 056 | −3,48 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 62 074 | 18,63 | 1 645 | 12,37 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 17 505 | 464 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 1 095 | 15,87 | 29 | 11,54 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 18 158 | 22,25 | 481 | 15,90 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 404 462 | 83,39 | 10 718 | 73,82 | ||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 10 814 | 0,98 | 287 | −4,35 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 1 722 | 1,00 | 46 | −4,26 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 515 904 | 30,02 | 13 671 | 23,24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2 177 360 | 1,59 | 57 700 | −3,71 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 22 | 4,76 | 1 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 231 152 | 19,62 | 6 126 | 13,38 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 11 729 | 3,59 | 321 | 16,36 | ||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 49 285 | 410,62 | 1 306 | 385,50 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 309 925 | 3,29 | 8 213 | −2,10 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 691 364 | 90,84 | 44 821 | 80,88 | ||||
| 2025-07-30 | 13F | apricus wealth, LLC | 9 655 | 0,93 | 256 | −4,49 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 1 646 711 | 0,18 | 43 638 | −5,05 | ||||
| 2025-07-25 | 13F | MOKAN Wealth Management Inc. | 150 769 | 4,86 | 3 995 | −0,62 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 780 | 140,54 | 0 | |||||
| 2025-08-25 | NP | SWLRX - Schwab Monthly Income Fund - Maximum Payout This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279 345 | 4,02 | 7 403 | −1,41 | ||||
| 2025-07-21 | 13F | DMKC Advisory Services, LLC | 198 691 | 30,31 | 5 392 | 26,48 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 22 645 | 131,59 | 600 | 119,78 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 39 215 993 | 1,11 | 1 039 224 | −4,17 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 10 191 | 0,96 | 270 | −4,26 | ||||
| 2025-07-21 | 13F | Whelan Financial | 1 739 213 | 3,07 | 46 089 | −2,31 | ||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 24 080 | 0,77 | 638 | −4,49 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 49 563 | 19,96 | 1 313 | 13,68 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 112 768 | 10,95 | 2 988 | 5,17 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 7 731 | 0,06 | 205 | −5,56 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 147 985 | 306,07 | 3 922 | 285,17 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 58 130 | 1 540 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 14 422 | 0,05 | 382 | −5,21 | ||||
| 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 | 35 719 | 20,15 | 947 | 13,84 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 829 095 | 2 690,06 | 21 971 | 2 547,11 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 327 062 | 9,20 | 8 667 | 3,50 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 1 112 718 | 2,04 | 29 487 | −3,28 | ||||
| 2025-08-08 | 13F | Wall Street Access Asset Management, LLC | 20 522 | 0,34 | 544 | −4,90 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 8 193 | 91,02 | 217 | 82,35 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 58 274 | 1 544 | ||||||
| 2025-08-08 | 13F | Smithfield Trust Co | 186 259 | 15,75 | 5 | 0,00 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 518 741 | 17,63 | 13 747 | 11,48 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 19 957 | 4,88 | 529 | −0,75 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 503 409 | 3,25 | 13 340 | −2,13 | ||||
| 2025-08-14 | 13F | Prestige Wealth Management Group LLC | 3 832 | 2,68 | 102 | −2,88 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 5 189 527 | 4,31 | 137 522 | −1,14 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 374 237 | 8,15 | 9 917 | 2,51 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 361 853 | 1,53 | 9 589 | −3,77 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 73 546 | 0,18 | 1 949 | −5,07 | ||||
| 2025-08-05 | 13F | Meridian Management Co | 30 398 | 806 | ||||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 66 987 | 43,59 | 1 775 | 36,12 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 55 438 | 2,69 | 1 550 | 5,16 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 181 466 | 2,57 | 4 809 | −2,79 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 25 908 | 0,40 | 724 | 2,84 | ||||
| 2025-07-10 | 13F | Sunflower Bank, N.A. | 14 082 | 0,04 | 373 | −5,09 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 157 008 | 4,04 | 4 161 | −1,40 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 12 821 | 0,25 | 340 | −5,04 | ||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 45 217 | 15,73 | 1 198 | 9,71 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 25 270 | 4,19 | 670 | −1,33 | ||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 20 179 | 8,62 | 535 | 2,89 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 7 970 | 211 | ||||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 25 825 | 0,66 | 684 | −4,60 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 9 471 | 251 | ||||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 11 436 | 4,63 | 303 | −0,66 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 556 558 | 53,84 | 14 749 | 45,80 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 35 796 | 1,69 | 949 | −3,66 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 1 084 360 | 1,54 | 28 736 | −3,76 | ||||
| 2025-08-06 | 13F | SP Asset Management LLC | 23 606 | 2,51 | 626 | −2,80 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 19 802 | 42,33 | 1 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 6 058 642 | 3,16 | 161 | −2,44 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 7 584 | 0,50 | 0 | |||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 214 | 0,94 | 6 | 0,00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3 289 | 0,46 | 87 | −4,40 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 207 441 | 4,62 | 5 497 | −0,85 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 45 423 | 1,14 | 1 204 | −4,14 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 471 907 | 35,23 | 12 506 | 28,16 | ||||
| 2025-07-29 | 13F | Planned Solutions, Inc. | 25 242 | 1,05 | 669 | −4,30 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 141 206 | 43,01 | 3 742 | 37,39 | ||||
| 2025-08-12 | 13F | Fairscale Capital, LLC | 73 558 | 13,08 | 1 949 | 7,21 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 8 526 | 226 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 184 522 | 4,02 | 4 890 | −1,43 | ||||
| 2025-07-21 | 13F | Vaughan Nelson Investment Management, L.p. | 1 485 | 39 | ||||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 8 827 | 234 | ||||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 15 980 | 18,24 | 423 | 12,20 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 219 | 6 | ||||||
| 2025-07-29 | 13F | BXM Wealth LLC | 57 276 | 21,13 | 1 518 | 15,71 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 882 802 | 56,55 | 23 394 | 48,37 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 17 478 | 17,75 | 463 | 11,57 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 10 101 | 0,17 | 0 | |||||
| 2025-07-31 | 13F | Keystone Financial Planning, Inc. | 6 342 618 | 15,57 | 168 079 | 9,53 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 511 923 | 1,71 | 40 066 | −3,60 | ||||
| 2025-08-01 | 13F/A | GGM Financials LLC | 12 767 | 0,27 | 338 | −5,06 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 158 591 | 4,20 | 4 203 | −1,25 | ||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 59 489 | 1 576 | ||||||
| 2025-07-23 | 13F | Eagle Rock Investment Company, Llc | 10 395 | 0,94 | 275 | −4,18 | ||||
| 2025-09-03 | 13F | American Trust | 17 584 | 466 | ||||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 26 338 | 75,81 | 698 | 66,75 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 212 686 | 8,51 | 5 636 | 2,85 | ||||
| 2025-08-12 | 13F | Bokf, Na | 1 713 040 | 6,66 | 45 396 | 1,09 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 16 564 | 9,16 | 439 | 3,30 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 163 687 | 1,43 | 4 338 | −3,86 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 105 959 | 25,54 | 2 808 | 18,99 | ||||
| 2025-07-25 | 13F | Ellis Investment Partners, LLC | 33 990 | 30,31 | 901 | 23,46 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 68 307 | 5,38 | 1 810 | −0,11 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 1 004 274 | 17,63 | 26 613 | 11,49 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 507 927 | 5,11 | 13 460 | −0,41 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 2 097 | 6 890,00 | 56 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 608 520 | 1,52 | 16 126 | −3,78 | ||||
| 2025-08-14 | 13F | Schonfeld Strategic Advisors LLC | 78 500 | 2 080 | ||||||
| 2025-07-16 | 13F | Cresta Advisors, Ltd. | 157 121 | 12,42 | 4 164 | 6,55 | ||||
| 2025-08-12 | 13F | One Charles Private Wealth Services, LLC | 75 000 | 1 988 | ||||||
| 2025-08-04 | 13F | Ledyard National Bank | 708 461 | 10,36 | 18 774 | 4,60 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 47 784 | 3,88 | 1 266 | −1,56 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 275 418 | 3,39 | 7 299 | −2,01 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 53 607 | 8,38 | 1 421 | 2,68 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 144 805 | 11 779,00 | 3 837 | 11 185,29 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 25 282 | 7,62 | 670 | 1,98 | ||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 60 158 | 29,21 | 1 594 | 22,52 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 17 133 | 20,10 | 454 | 14,07 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 137 850 | 0,50 | 3 653 | −4,75 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 8 063 | 13,02 | 214 | 7,04 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 134 972 | 13,91 | 3 577 | 7,94 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 7 938 | 3,51 | 210 | −1,87 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 1 223 197 | 0,03 | 32 415 | −5,19 | ||||
| 2025-08-14 | 13F | Clifford Group, LLC | 8 858 | 20,39 | 235 | 14,15 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 84 991 | 0,68 | 2 252 | −4,58 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 23 283 | 617 | ||||||
| 2025-07-16 | 13F | Brown, Lisle/cummings, Inc. | 8 960 | 12,92 | 237 | 7,24 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 1 172 084 | 37,40 | 31 060 | 30,23 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 56 776 | 4,41 | 1 505 | −1,05 | ||||
| 2025-07-16 | 13F | Global Wealth Management, LLC | 710 673 | 3,04 | 19 408 | 0,65 | ||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 21 846 | 0,90 | 579 | −4,46 | ||||
| 2025-08-08 | 13F | eCIO, Inc. | 882 954 | 8,37 | 23 398 | 2,71 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 7 750 | 0 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 73 470 | 0,82 | 1 947 | −4,47 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 548 | 1,11 | 15 | −6,67 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 89 333 | 0,36 | 2 367 | 3,18 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 25 945 | 2,40 | 688 | −2,97 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 33 692 | 12,17 | 893 | 6,32 | ||||
| 2025-08-04 | 13F | Evergreen Advisors, LLC | 1 444 389 | 0,29 | 38 276 | −4,95 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 1 328 370 | 24,06 | 35 230 | 17,57 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 868 854 | 8,84 | 23 025 | 3,16 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 129 988 | 19,99 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 436 927 | 2,88 | 753 579 | −2,49 | ||||
| 2025-07-08 | 13F/A | Adams Asset Advisors, LLC | 231 786 | 6 142 | ||||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 500 869 | 7,71 | 13 | 0,00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 364 787 | 5,23 | 9 667 | 7,78 | ||||
| 2025-07-09 | 13F | Fjell Capital, LLC | 63 472 | 3,63 | 1 682 | −1,75 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 132 607 | 4,72 | 3 514 | −0,73 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 819 827 | 0,53 | 21 725 | −4,72 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 167 272 | 1 060,40 | 4 433 | 999,75 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 20 517 | 0,25 | 544 | −5,07 | ||||
| 2025-07-09 | 13F | Sar Wealth Management Group, Llc | 430 270 | 1,59 | 11 402 | −3,72 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 18 175 | 5,65 | 482 | 0,21 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 33 260 | 189,72 | 905 | 182,50 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 850 | 23 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 214 643 | 21,83 | 5 688 | 15,47 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 764 | 0,92 | 20 | −4,76 | ||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 1 423 540 | 5,06 | 37 724 | −0,43 | ||||
| 2025-07-29 | 13F | Altus Wealth Group LLC | 53 828 | 9,63 | 1 426 | 3,94 | ||||
| 2025-08-12 | 13F | Martin Worley Group | 188 118 | 8,31 | 4 985 | 2,66 | ||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 42 038 | 29,12 | 1 114 | 22,42 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 580 010 | 245,27 | 15 370 | 227,30 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 49 255 | 24,90 | 1 305 | 18,42 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 2 190 | 0,97 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 638 | 6,33 | 17 | 0,00 | ||||
| 2025-07-28 | 13F | CGC Financial Services, LLC | 2 255 238 | 0,07 | 59 764 | −5,16 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 40 994 | 1 086 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 383 236 | 1,81 | 10 156 | −3,51 |
