Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab International Equity ETF inkluderar Duncan Williams Asset Management, LLC, Kingstone Capital Partners Texas, LLC, MA Private Wealth, Valpey Financial Services, LLC, HORAN Wealth, LLC, Tactive Advisors, LLC, Family Legacy Financial Solutions, LLC, Blue Investment Partners LLC, Stark Wealth Management LLC, Symphony Financial, Ltd. Co., Advyzon Investment Management, LLC, B.O.S.S. Retirement Advisors, LLC, Marcum Wealth, LLC, LFA - Lugano Financial Advisors SA, TT Capital Management LLC, Glenmede Investment Management, LP, Holderness Investments Co, Cahaba Wealth Management, Inc., Sovereign Financial Group, Inc., och Capstone Financial Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 17 952 | 14,75 | 397 | 41,94 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3 291 539 | 9,62 | 73 | 22,03 | ||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 1 303 424 | 0,59 | 28 806 | 12,39 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 11 132 | 222 540,00 | 246 | 20,00 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 12 646 | 4,96 | 279 | 17,23 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 20 262 | 448 | ||||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 330 088 | 0,77 | 7 295 | 12,58 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 700 100 | 6,71 | 15 472 | 19,23 | ||||
| 2025-08-08 | 13F | Massachusetts Financial Services Co /ma/ | 17 893 | 395 | ||||||
| 2025-08-14 | 13F | Quantum Capital Management, LLC / NJ | 6 895 | 1,23 | 152 | 13,43 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 17 221 | 1,41 | 381 | 9,20 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 78 240 | 0,72 | 1 729 | 12,57 | ||||
| 2025-07-31 | 13F | FSM Wealth Advisors, LLC | 783 939 | 9,98 | 17 176 | 21,83 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 510 143 | 16,72 | 11 274 | 30,41 | ||||
| 2025-07-28 | 13F | Essex LLC | 778 219 | 4,81 | 17 199 | 17,10 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 319 341 | 1,50 | 7 057 | 13,40 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 17 351 | 182,96 | 383 | 216,53 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 3 292 | 73 | ||||||
| 2025-08-13 | 13F | Keystone Financial Group | 16 232 | 0,14 | 359 | 11,88 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 22 457 | 39,81 | 496 | 56,47 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 152 095 | 6,77 | 3 361 | 19,31 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 384 200 | 0,03 | 8 | 14,29 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 10 804 | 239 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 561 | 12 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 188 366 | 6,09 | 48 363 | 18,53 | ||||
| 2025-08-12 | 13F | Aspiring Ventures, LLC | 99 883 | 16,68 | 2 207 | 23,85 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 199 848 | 0,12 | 4 417 | 11,85 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 43 813 | 25,83 | 1 | |||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 16 172 | 357 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 702 502 | 577,46 | 15 525 | 656,95 | ||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 201 913 | 0,97 | 4 462 | 12,82 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 510 098 | 52,24 | 11 | 83,33 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 4 403 203 | 0,44 | 97 311 | 12,22 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 77 853 | 1 721 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 6 180 | 7,76 | 137 | 20,35 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 52 084 | 104,10 | 1 148 | 125,54 | ||||
| 2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 10 110 | 223 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 54 086 | 67,53 | 1 195 | 87,30 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 3 003 | 0,64 | 66 | 11,86 | ||||
| 2025-07-30 | 13F | Pittenger & Anderson Inc | 1 831 774 | 1,98 | 40 482 | 13,94 | ||||
| 2025-08-14 | 13F | Tudor Financial Inc. | 274 265 | 4,61 | 6 061 | 16,89 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 585 054 | 19 | ||||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 334 | 15,17 | 7 | 40,00 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 22 583 | 9,15 | 499 | 22,00 | ||||
| 2025-08-14 | 13F | JPL Wealth Management, LLC | 253 362 | 2,30 | 5 599 | 14,31 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 21 627 | 0,85 | 478 | 12,50 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 36 037 | 12,42 | 796 | 25,55 | ||||
| 2025-08-11 | 13F | Conquis Financial Llc | 422 718 | 4,86 | 9 342 | 17,16 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 1 233 156 | 0,52 | 27 253 | 12,31 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 2 731 | 0,04 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189 599 | 1,05 | 4 190 | 12,91 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 863 074 | 0,02 | 19 | 11,76 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 23 191 | 513 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 3 255 | 2 525,00 | 72 | 3 450,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 30 225 | 20,69 | 668 | 34,75 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 961 550 | 4,07 | 43 | 16,22 | ||||
| 2025-07-29 | 13F | Hartline Investment Corp/ | 12 424 | 0,44 | 275 | 12,30 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 2 813 | 62 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 133 355 | 290,14 | 2 947 | 335,95 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 191 090 | 10,36 | 4 223 | 23,34 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 24 576 | 9,50 | 543 | 22,57 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 19 404 | 57,51 | 429 | 76,13 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 572 175 | 1,57 | 34 745 | 13,49 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 50 201 | 1 109 | ||||||
| 2025-08-14 | 13F | Port Capital LLC | 143 017 | 0,62 | 3 161 | 12,45 | ||||
| 2025-08-06 | 13F | Garrison Point Advisors, Llc | 107 696 | 12,97 | 2 380 | 26,26 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 100 426 | 2 219 | ||||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 1 300 023 | 28 731 | ||||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 769 248 | 4,10 | 17 000 | 16,30 | ||||
| 2025-07-24 | 13F | JB Capital LLC | 9 215 | 204 | ||||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 25 006 | 25,11 | 553 | 39,75 | ||||
| 2025-07-29 | 13F | Lyell Wealth Management, Lp | 56 076 | 25,94 | 1 239 | 40,80 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 529 189 | 39,83 | 11 695 | 56,22 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 852 336 | 123,64 | 18 837 | 149,88 | ||||
| 2025-07-28 | 13F | RCS Financial Planning, LLC | 21 244 | 26,09 | 470 | 40,84 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 292 571 | 15,89 | 6 466 | 29,48 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 6 202 | 94,48 | 137 | 4,58 | ||||
| 2025-07-24 | 13F | PDS Planning, Inc | 21 175 | 0,62 | 468 | 12,26 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 18 217 | 23,01 | 403 | 37,67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 139 579 | 17,87 | 3 085 | 31,68 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 68 658 | 35,70 | 1 517 | 51,70 | ||||
| 2025-07-31 | 13F | Manuka Financial, LLC | 35 960 | 0,39 | 795 | 12,15 | ||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 523 857 | 65,41 | 11 577 | 84,82 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 175 034 | 16,29 | 3 868 | 29,93 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 2 999 265 | 21,10 | 66 285 | 35,31 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 368 539 | 15,58 | 8 145 | 29,13 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 334 | 7 | ||||||
| 2025-08-13 | 13F | Granite Investment Partners, LLC | 32 423 | 0,01 | 717 | 11,70 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 155 563 | 0,62 | 3 438 | 12,43 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 41 116 | 45,64 | 909 | 62,72 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 115 981 | 0,24 | 2 502 | 9,64 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 4 021 | 89 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 81 860 | 0,77 | 1 809 | 12,64 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 288 414 | 18,24 | 6 374 | 32,11 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 1 053 689 | 23 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6 556 228 | 0,98 | 144 893 | 12,83 | ||||
| 2025-08-08 | 13F | Creative Planning | 41 355 792 | 0,24 | 913 963 | 12,00 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9 755 | 216 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 2 052 409 | 0,96 | 45 | 12,50 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 142 062 | 9,27 | 3 140 | 22,09 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 1 900 | 35,71 | 42 | 51,85 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 715 024 | 15 802 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 542 851 | 0,31 | 11 997 | 12,07 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2 496 | 55 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 74 834 | 3,63 | 1 654 | 15,76 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 203 880 | 1,94 | 4 506 | 13,91 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 3 219 | 254,91 | 71 | 317,65 | ||||
| 2025-07-16 | 13F | Freestate Advisors LLC | 647 452 | 1,54 | 14 309 | 13,46 | ||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 13 094 | 0 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4 878 673 | 15,57 | 107 631 | 28,06 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone Wealth Management Group | 154 671 | 13,43 | 3 418 | 26,73 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 205 887 | 22,51 | 4 550 | 36,88 | ||||
| 2025-07-16 | 13F | Builder Investment Group Inc /adv | 14 537 | 0,48 | 321 | 12,24 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 193 027 | 23,86 | 4 266 | 38,38 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 831 574 | 4,62 | 18 378 | 16,89 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 9 180 | 203 | ||||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 191 366 | 4,46 | 4 229 | 16,73 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 46 427 | 0,37 | 1 026 | 12,25 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 23 644 | 6,43 | 523 | 18,91 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 19 324 | 0,65 | 426 | 10,39 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 89 257 | 5,04 | 1 973 | 17,38 | ||||
| 2025-08-08 | 13F | Keyvantage Wealth, Llc | 1 072 499 | 1,39 | 23 702 | 13,29 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 11 452 | 0,66 | 250 | 10,67 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24 859 | 2,71 | 549 | 14,85 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 12 809 | 0,65 | 283 | 12,75 | ||||
| 2025-05-09 | 13F | Delta Financial Group, Inc. | 39 491 | 7,92 | 1 | |||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 38 746 | 856 | ||||||
| 2025-07-09 | 13F | Westshore Wealth, LLC | 20 815 | 1,11 | 460 | 13,02 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 38 843 | 2,43 | 858 | 14,40 | ||||
| 2025-07-23 | 13F | Canopy Partners, LLC | 15 675 | 5,20 | 346 | 17,69 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 2 905 | 8,52 | 64 | 23,08 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 646 | 0,62 | 14 | 16,67 | ||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 101 347 | 5,28 | 2 005 | 12,58 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 22 608 | 8,21 | 500 | 20,82 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 114 188 | 0,40 | 2 524 | 12,18 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 104 966 | 2,58 | 2 320 | 14,63 | ||||
| 2025-08-04 | 13F | Lathrop Investment Management Corp | 12 911 | 0 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 186 113 | 2,41 | 4 113 | 14,44 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 40 408 | 893 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 108 419 | 9,51 | 2 396 | 22,37 | ||||
| 2025-07-22 | 13F | Hillcrest Wealth Advisors - NY, LLC | 9 894 | 219 | ||||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 1 766 | 4,00 | 39 | 18,18 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 20 061 | 29,38 | 443 | 44,77 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 21 922 381 | 1,26 | 484 485 | 13,13 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 13 236 | 13,27 | 294 | 26,84 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 39 119 | 0,85 | 865 | 9,37 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 180 001 | 67,07 | 3 978 | 86,67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34 147 | 11,95 | 755 | 25,04 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 104 448 | 20,47 | 2 308 | 34,66 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 21 199 | 5,38 | 468 | 17,88 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 1 230 | 0 | ||||||
| 2025-08-14 | 13F | Sand Hill Global Advisors, LLC | 131 495 | 8,62 | 2 906 | 21,39 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 9 431 | 0,26 | 208 | 11,83 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 768 | 17 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 2 664 | 6,30 | 59 | 18,37 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 223 766 | 50,65 | 4 945 | 68,31 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 128 924 | 0,46 | 2 849 | 12,25 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 12 059 | 267 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 25 902 | 0,00 | 572 | 7,52 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 422 570 | 8,20 | 9 339 | 20,90 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 861 569 | 1,48 | 19 041 | 13,38 | ||||
| 2025-08-07 | 13F | Palisade Asset Management, LLC | 25 452 | 0,68 | 562 | 12,40 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 219 371 | 0,82 | 26 948 | 12,64 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 130 646 | 5,25 | 2 887 | 17,60 | ||||
| 2025-07-18 | 13F | Victrix Investment Advisors | 65 420 | 0,23 | 1 446 | 17,67 | ||||
| 2025-08-08 | 13F | JFG Wealth Management, LLC | 159 020 | 7,45 | 3 514 | 20,05 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 19 335 | 427 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 36 472 | 44,59 | 806 | 61,85 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 18 941 | 13,43 | 419 | 26,67 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 46 869 | 14,59 | 1 036 | 27,94 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 657 324 | 11,59 | 14 527 | 24,68 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 58 130 | 14,54 | 1 285 | 28,02 | ||||
| 2025-07-10 | 13F | Uptown Financial Advisors LLC | 148 681 | 0,15 | 3 286 | 11,89 | ||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 858 567 | 0,37 | 19 | 12,50 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 515 662 | 3,08 | 33 496 | 15,17 | ||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 507 066 | 2,94 | 11 206 | 15,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 417 996 | 2,46 | 9 238 | 14,48 | ||||
| 2025-08-13 | 13F | American Investment Services, Inc. | 53 224 | 0,00 | 1 176 | 11,79 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1 350 | 1 150,00 | 30 | 1 350,00 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 494 047 | 4,40 | 10 918 | 16,65 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 38 360 | 138,88 | 759 | 23,05 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 10 908 | 0,66 | 241 | 12,62 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 24 060 | 532 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 39 315 | 24,99 | 879 | 41,32 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 3 764 614 | 34 510,78 | 83 198 | 38 596,28 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 28 686 | 634 | ||||||
| 2025-08-15 | 13F | Lantern Wealth Advisors, LLC | 14 492 | 16,04 | 276 | 19,48 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 172 020 | 18,23 | 3 802 | 32,12 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 160 | 26 | ||||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 189 160 | 10,71 | 4 180 | 23,71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 641 391 | 26,90 | 14 | 55,56 | ||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 192 617 | 29,52 | 4 197 | 35,00 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 49 959 | 19,61 | 1 104 | 33,66 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 1 416 | 28 | −12,50 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 49 518 | 1,15 | 1 094 | 13,02 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 84 174 | 18,44 | 1 860 | 32,38 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 321 075 | 193,30 | 7 096 | 227,71 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 13 092 | 287 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 485 754 | 66,04 | 10 735 | 85,53 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 28 687 | 3,68 | 1 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 20 229 | 0,65 | 447 | 12,59 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 9 142 | 203 | ||||||
| 2025-07-30 | 13F | Retirement Planning Group | 303 290 | 5,47 | 6 703 | 17,83 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 13 862 | 9,04 | 306 | 29,11 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 39 719 | 0,15 | 877 | 11,73 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 544 725 | 0,04 | 12 038 | 11,77 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 3 308 478 | 54,22 | 73 117 | 72,31 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 89 458 | 6,52 | 1 977 | 19,02 | ||||
| 2025-07-17 | 13F | City Holding Co | 992 | 22 | ||||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 254 083 | 343,29 | 5 615 | 395,59 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 280 304 | 13,40 | 6 195 | 26,69 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 231 213 | 1,86 | 5 110 | 13,81 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 39 849 | 910,63 | 881 | 1 042,86 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 326 770 | 0,93 | 7 222 | 12,76 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 40 765 | 15,97 | 901 | 29,50 | ||||
| 2025-07-29 | 13F | Barden Capital Management, Inc. | 364 241 | 58,51 | 8 050 | 77,10 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 63 557 | 0,18 | 1 393 | 15,14 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 364 882 | 1,86 | 8 064 | 13,80 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 13 082 | 289 | ||||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 622 448 | 8,88 | 13 756 | 21,66 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 29 254 | 13,98 | 647 | 27,42 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 9 634 | 44,52 | 213 | 61,83 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 810 422 | 1,87 | 17 910 | 13,82 | ||||
| 2025-07-16 | 13F | Vision Capital Management, Inc. | 462 597 | 0,90 | 10 223 | 12,74 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 1 248 796 | 651,30 | 27 598 | 739,61 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 1 404 | 31 | ||||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 551 620 | 2,60 | 12 191 | 14,63 | ||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 18 808 | 2,28 | 416 | 14,33 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3 427 311 | 96,18 | 75 744 | 119,20 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 164 760 | 32,96 | 3 641 | 48,55 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 114 490 | 31,30 | 2 530 | 46,75 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 2 010 894 | 62,17 | 44 441 | 81,20 | ||||
| 2025-07-11 | 13F | Grove Bank & Trust | 6 717 | 148 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 19 459 | 2,96 | 430 | 15,28 | ||||
| 2025-08-08 | 13F | Red Cedar Investment Management, Llc | 1 090 727 | 0,65 | 24 105 | 12,46 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 7 168 | 0,65 | 158 | 12,86 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 392 | 9 | ||||||
| 2025-08-25 | NP | SWYOX - Schwab Target 2065 Index Fund | 2 829 674 | 3,11 | 62 536 | 15,20 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 14 907 | 41,51 | 329 | 58,17 | ||||
| 2025-07-29 | 13F | First National Bank of Mount Dora, Trust Investment Services | 444 558 | 9 825 | ||||||
| 2025-08-08 | 13F | Burling Wealth Partners, Llc | 17 447 | 1,02 | 386 | 12,90 | ||||
| 2025-07-17 | 13F | Greenhouse Wealth Management, LLC | 63 791 | 0,52 | 1 410 | 12,27 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 21 562 | 6,56 | 477 | 19,00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 140 491 | 3 105 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 9 594 | 212 | ||||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 24 326 | 538 | ||||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 379 | 0,53 | 8 | 14,29 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 285 730 | 6 315 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 10 000 | 221 | ||||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 29 498 | 0,32 | 652 | 12,05 | ||||
| 2025-07-29 | 13F | Creekside Partners | 525 527 | 0,20 | 11 614 | 11,95 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11 880 | 1,49 | 263 | 12,45 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 82 030 | 0,65 | 1 813 | 12,41 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3 709 536 | 3,87 | 81 981 | 16,05 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 21 028 | 1 176,75 | 465 | 1 350,00 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 33 877 | 1,06 | 749 | 12,82 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 109 691 724 | 4,70 | 2 424 187 | 16,98 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 094 909 | 51,31 | 24 197 | 69,06 | ||||
| 2025-07-11 | 13F | Luts & Greenleigh Group, Inc | 22 617 | 1,97 | 500 | 13,93 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 25 717 | 0,18 | 568 | 12,03 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 160 787 | 173,69 | 3 553 | 205,77 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 28 928 | 602 | ||||||
| 2025-06-03 | 13F | Invst, LLC | 595 867 | 37,32 | 11 786 | 46,83 | ||||
| 2025-07-18 | 13F | TPG Advisors LLC | 494 960 | 1,92 | 10 939 | 13,87 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 30 495 | 1,72 | 674 | 13,49 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 1 832 | 40 | ||||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 30 370 | 0,45 | 671 | 12,21 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 31 318 | 70,57 | 692 | 90,63 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 77 302 | 3,24 | 2 | 0,00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 10 796 | 0,27 | 239 | 12,26 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 395 844 | 17,13 | 8 748 | 30,88 | ||||
| 2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 1 252 546 | 4,90 | 27 681 | 17,21 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 245 964 | 117,05 | 5 436 | 142,53 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 101 416 | 0,65 | 2 241 | 12,44 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 133 989 | 1,56 | 2 961 | 13,49 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 27 286 | 1,03 | 603 | 20,84 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 544 603 | 0,30 | 12 036 | 12,07 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 70 418 | 2,49 | 1 556 | 14,50 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 18 672 | 413 | ||||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 3 624 | 196,08 | 80 | 233,33 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 18 645 | 27,55 | 412 | 42,56 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 312 439 | 5,08 | 6 905 | 17,40 | ||||
| 2025-07-22 | 13F | Three Bridge Wealth Advisors, LLC | 24 002 | 6,55 | 530 | 19,10 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 1 874 331 | 9,48 | 41 423 | 22,32 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 102 735 | 4,84 | 2 270 | 17,13 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 6 655 981 | 0,34 | 147 097 | 12,11 | ||||
| 2025-07-08 | 13F | Adamsbrown Wealth Consultants Llc | 9 143 | 202 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13 311 | 10,11 | 294 | 23,01 | ||||
| 2025-07-23 | 13F | Intergy Private Wealth, LLC | 613 702 | 4,33 | 13 563 | 16,57 | ||||
| 2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 600 233 | 1,47 | 13 265 | 13,38 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 18 838 | 5,61 | 416 | 18,18 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 120 593 | 333,51 | 2 665 | 384,55 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 27 978 | 11,69 | 618 | 24,85 | ||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 3 006 | 0,20 | 66 | 11,86 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 235 006 | 1,22 | 5 194 | 13,09 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 227 113 | 6,46 | 5 019 | 18,96 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 768 | 36,65 | 17 | 60,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 760 024 | 18,42 | 38 897 | 32,31 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 295 875 | 1 970,79 | 13 | −95,39 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 177 387 | 5,17 | 3 920 | 17,51 | ||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 10 395 | 2,89 | 230 | 8,53 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 569 419 | 6,59 | 12 584 | 19,10 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 200 896 | 3,13 | 4 440 | 15,21 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 13 932 | 0,64 | 308 | 12,45 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 150 274 | 7,61 | 3 321 | 20,24 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 6 559 | 0,35 | 145 | 11,63 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 146 229 | 24,40 | 3 232 | 48,62 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 34 784 | 0,65 | 1 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 45 247 | 0,01 | 1 000 | 11,74 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 957 859 | 4,71 | 21 169 | 17,00 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 305 559 | 6 753 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 400 453 | 9,94 | 8 850 | 22,85 | ||||
| 2025-08-07 | 13F | Laffer Investments | 49 539 | 1 095 | ||||||
| 2025-07-31 | 13F | Oak Harbor Wealth Partners, Llc | 10 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 232 102 | 27,15 | 5 057 | 40,08 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 15 915 | 0,03 | 352 | 11,78 | ||||
| 2025-08-07 | 13F | HC Advisors, LLC | 41 323 | 0,79 | 913 | 12,58 | ||||
| 2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 329 440 | 0,15 | 7 281 | 11,90 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 2 010 019 | 9,49 | 44 421 | 22,33 | ||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 2 346 247 | 4,17 | 51 852 | 16,38 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 13 646 | 18,63 | 302 | 32,60 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 11 902 | 263 | ||||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 23 592 | 70,98 | 521 | 91,54 | ||||
| 2025-07-17 | 13F | Catalytic Wealth RIA, LLC | 23 424 | 8,90 | 518 | 21,65 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 1 593 | 35 | ||||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 9 598 | 212 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 347 260 | 7,82 | 30 | 20,83 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 27 834 | 8,54 | 615 | 21,30 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 1 101 763 | 0,39 | 24 349 | 12,16 | ||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 461 444 | 64,90 | 10 198 | 84,23 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 27 824 | 2,90 | 615 | 14,98 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 859 056 | 0,88 | 18 985 | 12,71 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 54 272 | 0,88 | 1 199 | 12,69 | ||||
| 2025-07-09 | 13F | Bank of New Hampshire | 2 640 | 58 | ||||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 12 820 | 0,26 | 289 | 12,50 | ||||
| 2025-08-14 | 13F | Syon Capital Llc | 16 113 | 356 | ||||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 165 095 | 9,76 | 3 649 | 22,62 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 52 074 | 73,64 | 1 151 | 93,93 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 16 354 | 26,36 | 361 | 41,18 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 60 273 | 1 187 | ||||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 38 | 1 | ||||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 20 206 | 1,38 | 447 | 13,20 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 410 971 | 5,64 | 97 482 | 18,03 | ||||
| 2025-07-16 | 13F | Badgley Phelps Wealth Managers, LLC | 40 984 | 6,44 | 906 | 18,92 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 50 090 | 0,07 | 1 107 | 11,72 | ||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 62 695 | 38,23 | 1 386 | 46,72 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 165 619 | 0,55 | 3 660 | 12,34 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 76 028 | 16,64 | 1 680 | 30,33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 1 327 572 | 0,04 | 29 339 | 11,77 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 3 663 182 | 0,62 | 80 956 | 12,42 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 197 528 | 1,28 | 4 365 | 13,17 | ||||
| 2025-08-04 | 13F | Keybank National Association/oh | 33 460 | 46,49 | 739 | 63,86 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 187 798 | 3,08 | 4 150 | 15,18 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 92 822 | 30,86 | 2 051 | 46,19 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 12 802 | 17,93 | 283 | 31,78 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 939 774 | 2,53 | 20 769 | 22,48 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 39 724 | 9 831,00 | 878 | 12 428,57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 951 028 | 21 | ||||||
| 2025-07-22 | 13F | Journey Beyond Wealth, LLC | 9 819 | 217 | ||||||
| 2025-08-13 | 13F | Lynch Asset Management, Inc. | 2 004 | 44 | ||||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 15 262 | 337 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 231 760 | 493,68 | 5 122 | 563,34 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 48 144 | 1,27 | 1 064 | 13,09 | ||||
| 2025-07-21 | 13F | Successful Portfolios LLC | 40 472 | 1,53 | 894 | 13,45 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 102 707 | 0,00 | 2 238 | 10,14 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 2 098 | 46 | ||||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 134 153 | 0,93 | 2 965 | 12,74 | ||||
| 2025-08-07 | 13F | Shared Vision Wealth Group LLC | 12 146 | 265 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 21 298 | 9,60 | 471 | 22,40 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 63 048 | 1,67 | 1 393 | 13,62 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 13 174 | 0,38 | 291 | 12,36 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 451 595 | 2,66 | 9 980 | 14,70 | ||||
| 2025-07-01 | 13F | Bush Investment Group, Llc | 950 444 | 11,74 | 21 005 | 24,84 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 665 | 10,52 | 103 | 24,10 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 19 831 | 22,19 | 438 | 36,45 | ||||
| 2025-08-01 | 13F | Equita Financial Network, Inc. | 9 924 | 219 | ||||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 53 118 | 2,81 | 1 174 | 14,89 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 372 016 | 20,86 | 8 222 | 35,04 | ||||
| 2025-08-14 | 13F | DRW Securities, LLC | 1 318 500 | 53,51 | 29 139 | 71,52 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 4 094 703 | 877,70 | 90 493 | 992,37 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 381 | 8 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 47 112 | 0,13 | 1 041 | 11,94 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 90 297 | 0,31 | 1 996 | 12,08 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 31 198 | 6,02 | 689 | 18,38 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 286 486 | 1,52 | 6 331 | 13,44 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 62 534 | 211,22 | 1 382 | 248,11 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 29 949 | 4,61 | 662 | 24,95 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 946 141 | 69,20 | 20 910 | 89,05 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 597 633 | 7,39 | 13 208 | 19,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 44 999 | 27,93 | 994 | 43,02 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 40 196 | 7,44 | 888 | 20,00 | ||||
| 2025-07-09 | 13F | Sapient Capital Llc | 13 792 | 0,03 | 305 | 11,76 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 51 709 | 1 143 | ||||||
| 2025-07-16 | 13F | Plancorp, LLC | 25 082 | 97,89 | 554 | 121,60 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 102 463 | 2 264 | ||||||
| 2025-08-04 | 13F | Bordeaux Wealth Advisors LLC | 17 356 | 384 | ||||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 44 472 | 12,86 | 973 | 24,58 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 26 649 | 12,45 | 589 | 25,64 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 365 745 | 14,20 | 8 083 | 27,58 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 8 730 | 6,72 | 193 | 19,25 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 4 804 438 | 19,70 | 106 178 | 33,74 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 983 068 | 2 527,12 | 21 726 | 2 835,81 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 27 637 | 21,87 | 631 | 40,63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 5 145 742 | 13,76 | 113 721 | 27,11 | ||||
| 2025-07-23 | 13F | Godsey & Gibb Associates | 3 005 | 4 595,31 | 66 | 6 500,00 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 9 824 | 217 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 286 768 | 2,79 | 6 338 | 14,84 | ||||
| 2025-07-17 | 13F | Smith, Salley & Associates | 13 507 | 13,44 | 298 | 26,81 | ||||
| 2025-08-12 | 13F | Shakespeare Wealth Management, Inc. | 37 098 | 7,85 | 820 | 20,44 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 89 845 | 45,03 | 1 985 | 62,04 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 73 480 | 1,14 | 1 624 | 13,02 | ||||
| 2025-07-21 | 13F | Syntax Research, Inc. | 1 266 | 0,72 | 28 | 12,50 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 31 509 | 7,54 | 696 | 20,21 | ||||
| 2025-07-24 | 13F | Galvin, Gaustad & Stein, LLC | 16 652 | 2,70 | 368 | 15,00 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 59 024 | 1,23 | 1 304 | 13,10 | ||||
| 2025-09-03 | 13F | American Trust | 21 261 | 470 | ||||||
| 2025-08-12 | 13F | Holderness Investments Co | 28 068 | 620 | ||||||
| 2025-08-14 | 13F | Aspen Grove Capital, LLC | 48 935 | 0,07 | 1 082 | 11,79 | ||||
| 2025-07-15 | 13F | Capstone Wealth Management Group LLC | 9 575 | 212 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 99 212 | 15,08 | 2 193 | 28,56 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 398 994 | 0,42 | 8 818 | 12,19 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 28 052 | 0,25 | 620 | 11,93 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 13 078 | 289 | ||||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1 363 373 | 1,75 | 30 131 | 13,69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 104 497 | 14,80 | 2 309 | 28,28 | ||||
| 2025-07-21 | 13F | 25 Llc | 16 831 | 23,44 | 372 | 37,92 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 802 | 18 | ||||||
| 2025-07-03 | 13F | Trinity Financial Advisors LLC | 350 820 | 0,66 | 7 753 | 14,20 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 249 830 | 2,68 | 5 521 | 14,73 | ||||
| 2025-07-28 | 13F | Heritage Wealth Management, Inc. /CA/ | 19 209 | 425 | ||||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 64 490 | 7,84 | 1 425 | 20,56 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 65 386 | 31,03 | 1 445 | 46,40 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 97 237 | 3,76 | 2 149 | 23,95 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 9 994 | 221 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 13 229 | 292 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 1 128 560 | 1,28 | 24 941 | 13,16 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 327 878 | 7 246 | ||||||
| 2025-08-15 | 13F | WealthCollab, LLC | 3 322 | 0,15 | 73 | 12,31 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 15 052 | 2,55 | 333 | 14,48 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 928 957 | 3,12 | 20 530 | 15,22 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 129 798 | 0,34 | 2 869 | 12,12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 111 885 | 1,63 | 2 473 | 13,55 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10 353 865 | 8,98 | 228 820 | 21,76 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 602 267 | 0,44 | 13 310 | 12,22 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 20 080 | 0,05 | 444 | 11,87 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 239 578 | 6,69 | 5 295 | 19,21 | ||||
| 2025-08-07 | 13F | Mayport, Llc | 16 866 | 24,49 | 373 | 39,33 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 1 427 | 32 | ||||||
| 2025-08-14 | 13F | Advisor OS, LLC | 23 158 | 7,61 | 512 | 20,24 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 218 840 | 59,25 | 4 329 | 70,26 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 415 | 0,48 | 9 | 12,50 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 1 092 908 | 0,47 | 24 153 | 12,25 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 37 585 | 38,40 | 831 | 54,56 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 204 451 | 26,34 | 4 518 | 41,19 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 11 576 097 | 53,09 | 255 832 | 71,04 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 969 524 | 2,50 | 21 426 | 14,52 | ||||
| 2025-08-14 | 13F/A | Perritt Capital Management Inc | 13 435 | 1,33 | 297 | 12,98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 119 580 | 102,94 | 2 643 | 126,78 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 168 170 | 116,08 | 3 717 | 141,46 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 75 593 | 0,26 | 1 671 | 12,01 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 14 792 | 0,05 | 327 | 11,64 | ||||
| 2025-08-08 | 13F | Advisory Resource Group | 12 075 | 267 | ||||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 171 260 | 8,27 | 3 785 | 20,97 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 109 118 | 4,55 | 2 406 | 15,51 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 40 039 | 18,61 | 885 | 41,67 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 21 249 | 35,03 | 470 | 50,80 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 15 472 | 3,01 | 342 | 14,81 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 281 092 | 399,15 | 6 212 | 458,13 | ||||
| 2025-07-29 | 13F | Regions Financial Corp | 81 124 | 6,12 | 1 793 | 18,52 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 748 436 | 355,52 | 16 540 | 409,08 | ||||
| 2025-08-11 | 13F | Platform Technology Partners | 11 474 | 254 | ||||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 1 170 | 0,78 | 26 | 13,64 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 265 245 | 7,12 | 5 862 | 19,66 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 737 930 | 6,05 | 104 708 | 18,49 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 184 756 | 109,27 | 4 083 | 133,85 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 21 211 | 4,00 | 467 | 15,63 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 20 738 | 3,04 | 458 | 15,08 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 4 618 | 0,63 | 102 | 21,43 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 19 004 | 115,64 | 420 | 140,80 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 691 827 | 1,89 | 15 289 | 13,83 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1 901 395 | 13,99 | 42 021 | 27,36 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 18 933 | 0,47 | 415 | 11,29 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 625 260 | 10,06 | 13 818 | 22,97 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 547 258 | 2,76 | 12 094 | 14,82 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 191 976 | 4,20 | 4 318 | 14,94 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 9 466 | 209 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 47 424 | 38,12 | 1 048 | 54,34 | ||||
| 2025-07-17 | 13F | LVW Advisors, LLC | 172 560 | 6,30 | 3 814 | 18,75 | ||||
| 2025-07-18 | 13F | Midwest Financial Group LLC | 17 637 | 0,86 | 390 | 12,75 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 44 331 | 980 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches Capital Management, LLC | 89 741 | 2,59 | 1 775 | 9,70 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 57 772 | 0,57 | 1 277 | 12,32 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 8 198 | 0,17 | 181 | 12,42 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 297 975 | 1,93 | 6 585 | 13,89 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 42 108 788 | 94,70 | 930 592 | 117,53 | ||||
| 2025-07-22 | 13F | Clarius Group, LLC | 22 836 | 505 | ||||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 10 888 | 241 | ||||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 11 087 | 245 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 209 305 | 2,49 | 4 626 | 14,51 | ||||
| 2025-08-08 | 13F | Omega Financial Group, LLC | 111 134 | 3,13 | 2 456 | 15,25 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 110 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 5 560 420 | 12,55 | 122 885 | 25,75 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 187 252 | 1,84 | 4 138 | 13,81 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 15 122 | 16,46 | 334 | 30,47 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4 839 092 | 7,97 | 106 944 | 20,64 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 526 612 | 6,32 | 11 638 | 18,80 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 139 644 | 2,41 | 2 762 | 9,52 | ||||
| 2025-08-05 | 13F | Main Street Research LLC | 9 606 | 212 | ||||||
| 2025-08-04 | 13F | Family Wealth Group, LLC | 34 188 | 67,06 | 756 | 86,88 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 1 024 | 23 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 17 944 | 0,92 | 397 | 12,82 | ||||
| 2025-07-10 | 13F | Western Pacific Wealth Management, LP | 239 | 0,42 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 589 410 | 7,84 | 57 228 | 20,44 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 16 164 | 7,07 | 357 | 19,80 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 399 933 | 8,81 | 9 074 | 18,58 | ||||
| 2025-07-17 | 13F | Blossom Wealth Management | 105 160 | 2,54 | 2 324 | 14,60 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 989 497 | 0,47 | 21 868 | 12,25 | ||||
| 2025-07-22 | 13F | Rocky Mountain Advisers, Llc | 14 489 | 0,20 | 320 | 11,89 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 22 479 | 0,49 | 497 | 12,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 533 439 | 18,85 | 11 789 | 32,78 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 17 918 | 30,22 | 396 | 45,22 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 16 179 | 0,61 | 358 | 12,26 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 18 339 | 52,79 | 405 | 70,89 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 9 106 | 201 | ||||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 20 128 | 457 | ||||||
| 2025-07-25 | 13F | Lawson Kroeker Investment Management Inc/ne | 13 945 | 308 | ||||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 11 459 | 0 | ||||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 1 292 704 | 1,18 | 28 569 | 13,05 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 305 159 | 17,70 | 7 | 20,00 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 13 070 | 0,14 | 289 | 11,63 | ||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 881 804 | 1,48 | 19 488 | 13,38 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 25 871 | 0,15 | 572 | 11,96 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 255 566 | 33,73 | 5 648 | 49,46 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 859 056 | 0,88 | 18 985 | 12,71 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 32 317 | 17,86 | 714 | 31,73 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 3 840 | 16,01 | 76 | 22,95 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 61 119 | 1 351 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 12 060 | 1,50 | 267 | 13,19 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 227 626 | 5 031 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 20 681 | 8,10 | 465 | 22,75 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 26 063 | 1,15 | 576 | 12,97 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 14 244 | 315 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 31 815 | 7,42 | 1 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 127 197 | 0,65 | 2 811 | 12,48 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 6 864 | 0,23 | 152 | 11,85 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 15 279 | 18,87 | 338 | 32,68 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 61 908 | 20,36 | 1 368 | 34,51 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 208 384 | 135,46 | 4 605 | 163,14 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 1 253 144 | 1,68 | 27 694 | 13,60 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 20 986 | 1,61 | 464 | 13,48 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 118 449 | 16,68 | 2 618 | 30,33 | ||||
| 2025-08-11 | 13F | Birchbrook, Inc. | 20 393 | 0,33 | 451 | 11,94 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 17 205 | 8,75 | 380 | 21,79 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 342 | 0,59 | 8 | 16,67 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 39 600 | 3,12 | 875 | 15,28 | |||
| 2025-08-13 | 13F | Satovsky Asset Management Llc | 14 611 | 0,64 | 323 | 12,20 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 5 700 | 9,62 | 126 | 22,55 | ||||
| 2025-07-17 | 13F | Genesis Private Wealth, Llc | 249 463 | 6,10 | 5 513 | 18,56 | ||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 30 487 | 7,96 | 674 | 20,61 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 20 932 | 1,39 | 463 | 13,24 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 9 114 | 201 | ||||||
| 2025-07-29 | 13F | Northwest Quadrant Wealth Management, LLC | 10 361 | 0,65 | 229 | 12,32 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 828 197 | 0,90 | 18 | 12,50 | ||||
| 2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 395 881 | 9,30 | 8 749 | 22,11 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 163 703 | 0,27 | 3 618 | 12,02 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 285 882 | 4,80 | 5 655 | 12,05 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3 920 | 87 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 3 415 | 0,15 | 75 | 11,94 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 27 580 | 31,04 | 610 | 46,39 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 34 432 | 21,88 | 761 | 36,20 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 838 597 | 7,33 | 18 533 | 19,92 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 203 456 | 200,62 | 4 496 | 234,77 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 1 310 058 | 2,58 | 28 952 | 14,62 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 518 795 | 0,46 | 11 465 | 12,25 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 41 394 | 25,72 | 915 | 40,40 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 4 671 | 67,18 | 103 | 87,27 | ||||
| 2025-07-25 | 13F | Libra Wealth Llc | 818 515 | 29,35 | 18 089 | 44,52 | ||||
| 2025-07-28 | 13F | Chesapeake Wealth Management | 381 512 | 2,03 | 8 431 | 13,99 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 264 940 | 0,91 | 5 855 | 12,75 | ||||
| 2025-07-24 | 13F | Wealth Advisors Northwest LLC | 10 920 | 241 | ||||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 7 789 | 176 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 435 792 | 14,71 | 53 831 | 28,17 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 33 556 | 0,29 | 742 | 12,10 | ||||
| 2025-07-31 | 13F | Aspen Capital Management, LLC | 12 070 | 5,88 | 267 | 18,22 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 16 652 | 0,02 | 368 | 11,85 | ||||
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 20 016 | 0,65 | 442 | 12,47 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 12 392 | 274 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 1 733 768 | 41,60 | 38 316 | 58,21 | ||||
| 2025-07-21 | 13F/A | Abacus Planning Group, Inc. | 63 314 | 0,17 | 1 399 | 11,92 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 224 610 | 6,69 | 4 964 | 19,19 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34 041 | 0,41 | 752 | 12,24 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 278 803 | 7,69 | 6 162 | 20,31 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 134 880 | 16,02 | 2 981 | 29,62 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 723 | 38 | ||||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 206 584 | 3,21 | 4 566 | 15,31 | ||||
| 2025-07-11 | 13F | Colorado Capital Management, Inc. | 16 691 | 7,17 | 0 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 150 947 | 9,04 | 3 336 | 21,80 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 14 794 | 17,96 | 327 | 31,45 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 66 216 | 7,79 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | Tritonpoint Wealth, Llc | 11 846 | 0,39 | 262 | 12,02 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 135 653 | 2,14 | 2 998 | 14,08 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 489 | 33 | ||||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 823 047 | 13,19 | 18 189 | 26,46 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 10 386 | 230 | ||||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 144 539 | 0,99 | 3 194 | 12,86 | ||||
| 2025-08-07 | 13F | Tfo-tdc, Llc | 63 389 | 0,39 | 1 401 | 12,09 | ||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 27 052 | 0,22 | 598 | 12,01 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 31 104 | 687 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 20 | 0 | ||||||
| 2025-07-15 | 13F | West Oak Capital, LLC | 30 565 | 49,83 | 7 | 50,00 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 964 | 43 | ||||||
| 2025-07-22 | 13F | David Wealth Management LLC | 35 390 | 38,77 | 782 | 55,16 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 34 119 | 17,48 | 754 | 31,36 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 46 759 | 5,82 | 1 033 | 18,19 | ||||
| 2025-07-30 | 13F | Jacobsen Capital Management | 412 025 | 3,97 | 9 106 | 16,16 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 339 667 | 3,10 | 7 507 | 14,86 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 326 812 | 837,98 | 6 562 | 852,39 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 25 324 | 5,61 | 560 | 17,93 | ||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 12 424 | 275 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 39 211 | 0,15 | 867 | 11,89 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 20 080 | 444 | ||||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 47 436 | 395,00 | 1 048 | 454,50 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 21 627 | 3,59 | 478 | 15,78 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 207 353 | 14,02 | 4 583 | 27,38 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 182 912 | 4,66 | 4 042 | 16,96 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 583 857 | 5,58 | 12 903 | 17,96 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 21 525 356 | 5,21 | 475 710 | 17,55 | ||||
| 2025-07-22 | 13F | Highland Capital Management, Llc | 9 382 | 207 | ||||||
| 2025-07-22 | 13F | My Personal CFO, LLC | 29 330 | 0,05 | 648 | 11,92 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 30 830 | 0,65 | 681 | 12,56 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 30 174 | 0,65 | 667 | 12,50 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 186 103 | 267,74 | 4 113 | 310,79 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 175 | 0,57 | 4 | 0,00 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 274 | 0,74 | 6 | 20,00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 494 | 197,59 | 11 | 233,33 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 21 267 | 0,38 | 470 | 12,17 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 271 836 | 1,78 | 28 108 | 13,72 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 178 | 69,52 | 4 | 50,00 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 31 911 | 631 | ||||||
| 2025-07-09 | 13F | Kearns & Associates LLC | 83 971 | 2,91 | 1 856 | 15,00 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 56 492 | 1 248 | ||||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 104 471 | 0,42 | 2 309 | 12,20 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 970 | 0 | ||||||
| 2025-08-11 | 13F | Heritage Wealth Advisors | 120 | 0,84 | 3 | 0,00 | ||||
| 2025-07-16 | 13F | Sylvest Advisors, LLC | 852 831 | 0,06 | 18 848 | 11,79 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 75 788 | 17,14 | 1 675 | 30,88 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 1 250 086 | 1,44 | 27 627 | 13,34 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 295 496 | 3,21 | 6 530 | 15,31 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 32 279 | 46,77 | 713 | 64,29 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 945 290 | 4,65 | 20 891 | 16,92 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 597 141 | 9,18 | 13 197 | 21,99 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 101 794 | 51,97 | 2 250 | 69,86 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 12 689 | 94,92 | 280 | 118,75 | ||||
| 2025-08-11 | 13F | North Forty Two & Co. | 141 804 | 1,12 | 3 134 | 12,98 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 28 431 | 10,56 | 628 | 23,62 | ||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 12 618 | 321 | ||||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 1 029 505 | 0,52 | 22 752 | 7,06 | ||||
| 2025-07-21 | 13F | Consilium Wealth Advisory, LLC | 9 200 | 203 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 18 689 | 2,39 | 370 | 9,50 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 1 303 | 0,62 | 29 | 12,00 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 14 907 | 329 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 88 017 | 26,80 | 1 945 | 41,76 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 99 248 | 4,00 | 2 193 | 16,22 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 27 834 | 9,95 | 551 | 17,52 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 31 775 | 0,23 | 702 | 11,96 | ||||
| 2025-08-06 | 13F | Blue Investment Partners LLC | 65 523 | 1 448 | ||||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 42 343 | 2,81 | 936 | 14,86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 5 942 883 | 4,95 | 131 338 | 17,26 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 9 182 | 203 | ||||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 11 446 | 253 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 781 173 | 1,54 | 39 364 | 13,45 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 21 711 | 23,26 | 480 | 37,64 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 33 856 | 1,91 | 748 | 13,85 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 6 700 587 | 1,24 | 148 378 | 13,34 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 2 278 495 | 0,65 | 50 355 | 12,46 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 71 193 | 0,52 | 1 573 | 12,36 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 23 230 | 24,43 | 513 | 39,02 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 35 114 | 12,75 | 776 | 38,82 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 5 193 | 0,43 | 115 | 11,76 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 56 | 1 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 68 779 | 2,31 | 1 520 | 14,37 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 255 789 | 1,01 | 5 653 | 12,86 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 15 988 | 0,14 | 353 | 18,12 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 11 047 | 244 | ||||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 114 011 | 100,47 | 2 109 | −9,79 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 266 446 | 6,91 | 5 888 | 19,46 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 681 534 | 6,81 | 15 062 | 18,85 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 55 661 | 5,78 | 1 229 | 12,56 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 55 796 | 32,28 | 1 233 | 58,08 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 157 763 | 2,33 | 3 487 | 14,33 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 308 162 | 1,81 | 6 810 | 13,77 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 3 629 | 3,45 | 72 | 10,94 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 75 820 | 1 676 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 7 258 961 | 6,74 | 161 004 | 19,70 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 1 062 250 | 4,28 | 23 476 | 16,51 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4 056 | 90 | ||||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 9 832 | 217 | ||||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 39 891 | 0,65 | 882 | 12,52 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 61 052 | 42,20 | 1 349 | 58,89 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 970 909 | 6,47 | 21 574 | 23,08 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 365 | 1 074,19 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 21 014 | 464 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 7 595 | 0,65 | 0 |
