Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF inkluderar Kingstone Capital Partners Texas, LLC, Family Legacy Financial Solutions, LLC, Valpey Financial Services, LLC, Charles Schwab Investment Management Inc, Ballast, Inc., Bradley Foster & Sargent Inc/ct, Scott Marsh Financial, LLC, Compass Investment Advisers LLC, Silverlake Wealth Management Llc, Milestones Private Investment Advisors LLC, Atlantic Union Bankshares Corp, Midwest Trust Co, Heartwood Wealth Advisors LLC, Exchange Traded Concepts, Llc, NewEdge Wealth, LLC, Fort Vancouver Investment Management, LLC, Advyzon Investment Management, LLC, Lawson Kroeker Investment Management Inc/ne, BEAM Asset Management, LLC, och RMG Wealth Management LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 11 794 | 12,07 | 331 | 20,00 | ||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 113 334 | 0,62 | 3 239 | 9,80 | ||||
| 2025-08-08 | 13F | WP Advisors, LLC | 40 822 | 0,36 | 1 145 | 7,51 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 337 024 | 1,26 | 9 454 | 8,41 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 285 | 11,76 | 8 | 16,67 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 236 356 | 2,74 | 6 630 | 22,90 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 87 152 | 23,96 | 2 445 | 32,75 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 90 766 | 59,69 | 2 546 | 70,92 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 191 950 | 5 384 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 86 532 | 2 427 | ||||||
| 2025-07-28 | 13F | Essex LLC | 627 815 | 8,29 | 17 610 | 15,93 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 8 247 | 231 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 15 976 | 0,33 | 448 | 7,43 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 24 918 | 6,78 | 699 | 14,24 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 261 445 | 12,20 | 7 334 | 20,13 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 13 175 | 0,24 | 370 | 7,27 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 3 298 197 | 14,72 | 92 514 | 22,82 | ||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 390 363 | 2,50 | 10 950 | 9,74 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 1 287 | 36 | ||||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 8 150 | 0,33 | 229 | 7,55 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 39 187 | 1,48 | 1 099 | 8,70 | ||||
| 2025-08-14 | 13F | Broadleaf Partners, LLC | 230 526 | 5,16 | 6 466 | 12,59 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11 167 | 0,03 | 313 | 7,19 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 11 879 | 0,36 | 333 | 7,42 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 136 828 | 16,71 | 3 838 | 24,98 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 17 831 | 21,82 | 500 | 30,55 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 456 130 | 92 | ||||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 41 462 | 60,45 | 1 163 | 71,79 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 1 289 997 | 3,78 | 36 184 | 11,11 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 24 690 | 693 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 10 780 | 310 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 60 368 | 546,68 | 1 693 | 593,85 | ||||
| 2025-07-17 | 13F | Robbins Farley Llc | 7 566 | 4,14 | 212 | 11,58 | ||||
| 2025-08-13 | 13F | American Money Management, LLC | 255 934 | 0,81 | 7 179 | 7,92 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 7 772 | 0,05 | 218 | 6,90 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 85 890 | 141,78 | 2 409 | 159,03 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 522 | 351,63 | 115 | 1 325,00 | ||||
| 2025-08-12 | 13F | Athena Investment Management | 81 946 | 1,32 | 2 299 | 8,45 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 18 687 | 0,22 | 524 | 7,38 | ||||
| 2025-08-14 | 13F | Betterment LLC | 183 608 | 16,84 | 5 | 25,00 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 308 116 | 3,08 | 8 643 | 10,36 | ||||
| 2025-08-13 | 13F | Meridian Wealth Partners, LLC | 272 675 | 2,97 | 7 649 | 10,23 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 7 390 | 207 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 61 672 | 0,01 | 1 730 | 7,06 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 53 643 | 10,60 | 1 451 | 22,14 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 145 | 4 | ||||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 25 428 | 94,58 | 723 | 111,40 | ||||
| 2025-07-08 | 13F | Twele Capital Management, Inc. | 18 648 | 0,89 | 523 | 8,06 | ||||
| 2025-07-10 | 13F | Triangle Securities Wealth Management | 518 427 | 1,31 | 14 542 | 8,47 | ||||
| 2025-08-07 | 13F | Donaldson Capital Management, Llc | 9 572 | 4,48 | 268 | 11,67 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 35 378 | 160,19 | 992 | −12,13 | ||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 7 428 | 208 | ||||||
| 2025-07-17 | 13F | White Pine Investment CO | 221 951 | 0,78 | 6 | 20,00 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 784 723 | 1,67 | 22 011 | 8,85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16 283 | 106,58 | 457 | 121,36 | ||||
| 2025-08-06 | 13F | Columbia River Financial Group, LLC | 76 718 | 4,45 | 2 | 100,00 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 38 249 | 16,57 | 1 073 | 24,80 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 10 272 223 | 25,25 | 288 136 | 34,09 | ||||
| 2025-08-12 | 13F | Sherwood Financial Partners, LLC | 520 046 | 1,96 | 14 587 | 9,17 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 121 596 | 3 966,76 | 3 | |||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 6 469 | 181 | ||||||
| 2025-07-29 | 13F | Lutz Financial Services LLC | 688 642 | 25,97 | 19 316 | 34,86 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2 273 241 | 37,09 | 63 582 | 46,47 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 504 124 | 3,94 | 14 141 | 11,28 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 35 816 | 28,03 | 1 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 56 433 | 0,19 | 1 583 | 7,25 | ||||
| 2025-08-08 | 13F | Blankinship & Foster, LLC | 101 920 | 99,06 | 2 859 | 113,12 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 35 930 | 9,12 | 1 008 | 16,82 | ||||
| 2025-07-25 | 13F | Genesee Capital Advisors, LLC | 13 506 | 0,36 | 379 | 7,39 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 19 584 | 15,90 | 549 | 24,21 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 213 256 | 38,25 | 5 982 | 48,00 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 8 043 | 0,02 | 0 | |||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 135 474 | 0,09 | 3 800 | 7,16 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 244 807 | 0,21 | 34 917 | 7,29 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 101 998 | 0,80 | 2 861 | 7,92 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 42 145 | 1 168 | ||||||
| 2025-08-08 | 13F | Creative Planning | 29 603 590 | 2,37 | 830 381 | 9,60 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 13 539 | 0,16 | 380 | 7,06 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 129 297 | 6,52 | 3 627 | 14,03 | ||||
| 2025-08-06 | 13F | Legacy Bridge, LLC | 47 021 | 2,17 | 1 319 | 9,38 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 127 483 | 0,35 | 3 576 | 7,42 | ||||
| 2025-07-14 | 13F | Lederer & Associates Investment Counsel/ca | 12 874 | 0,04 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 10 583 782 | 5,40 | 296 875 | 12,84 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 46 233 | 0,02 | 1 297 | 7,02 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 36 051 | 0,04 | 1 011 | 7,10 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 92 257 | 149,86 | 2 588 | 167,53 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 46 317 | 0,17 | 1 299 | 7,27 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 29 140 | 0,07 | 817 | 7,22 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 88 693 | 23,51 | 2 488 | 32,22 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3 155 | 12,20 | 88 | 20,55 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 123 576 | 2 033,93 | 3 466 | 2 195,36 | ||||
| 2025-07-16 | 13F | Pacific Sage Partners, LLC | 514 169 | 11,52 | 14 422 | 19,40 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 63 508 | 24,26 | 1 781 | 33,01 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 40 032 | 1 123 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 328 645 | 6,57 | 9 219 | 14,10 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 445 594 | 3,27 | 12 499 | 10,55 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 59 199 | 11,24 | 1 661 | 19,08 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 337 235 | 1,24 | 37 509 | 8,39 | ||||
| 2025-08-07 | 13F | Nwam Llc | 29 338 | 10,02 | 848 | 21,35 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 85 469 | 44,15 | 2 397 | 54,35 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 1 374 | 39 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 22 676 | 0,02 | 636 | 7,25 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 31 655 | 5,65 | 888 | 21,84 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 13 581 | 381 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 780 | 0,39 | 22 | 5,00 | ||||
| 2025-08-14 | 13F | Millennium Management Llc | 25 761 | 40,49 | 723 | 50,42 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 7 237 | 203 | ||||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 172 087 | 5,39 | 4 828 | 12,83 | ||||
| 2025-07-16 | 13F | Squire Investment Management Company, LLC | 33 166 | 5,80 | 930 | 13,28 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 37 806 | 1,35 | 1 060 | 8,50 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 67 308 | 1 888 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 90 008 | 7,81 | 2 525 | 15,41 | ||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 21 831 | 157,81 | 612 | −11,18 | ||||
| 2025-07-23 | 13F | LifeSteps Financial, Inc. | 91 559 | 17,55 | 2 568 | 25,88 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17 715 | 124,44 | 497 | 140,78 | ||||
| 2025-07-30 | 13F | Black Diamond Financial, LLC | 268 540 | 1,05 | 7 533 | 8,19 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 1 337 | 38 | ||||||
| 2025-07-17 | 13F | SeaBridge Investment Advisors LLC | 20 922 | 0,08 | 587 | 7,13 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 44 684 | 3,16 | 1 253 | 10,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 560 658 | 15,47 | 15 726 | 23,62 | ||||
| 2025-07-22 | 13F | Joule Financial, LLC | 24 879 | 0,48 | 698 | 7,56 | ||||
| 2025-08-08 | 13F | Kaizen Financial Strategies | 11 383 | 0,36 | 319 | 7,41 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 26 779 | 9,89 | 751 | 17,71 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 540 858 | 9,86 | 15 171 | 17,61 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 725 | 20 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 53 336 | 0,36 | 1 496 | 7,47 | ||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 89 249 | 1,58 | 2 503 | 8,73 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 24 690 | 693 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 7 515 | 211 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 14 481 | 411 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 19 217 | 47,49 | 539 | 58,06 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 144 463 | 0,33 | 4 052 | 7,42 | ||||
| 2025-07-25 | 13F | Almanack Investment Partners, LLC. | 64 821 | 1 818 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 102 229 | 1,69 | 2 868 | 8,89 | ||||
| 2025-07-16 | 13F | Tenret Co LLC | 35 041 | 267,73 | 983 | 294,38 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 155 743 | 1,85 | 4 369 | 9,04 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 34 022 | 2,56 | 954 | 9,78 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 621 438 | 19,14 | 17 431 | 27,56 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 14 485 | 4,58 | 406 | 12,15 | ||||
| 2025-08-04 | 13F | Econ Financial Services Corp | 63 230 | 1,32 | 1 774 | 8,44 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 13 078 | 0,28 | 367 | 7,33 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 10 064 | 282 | ||||||
| 2025-07-18 | 13F | Powers Advisory Group, LLC | 169 298 | 2,78 | 4 749 | 10,03 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 7 297 | 205 | ||||||
| 2025-07-22 | 13F | Appleton Partners Inc/ma | 13 784 | 38,66 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 103 682 | 652,25 | 2 908 | 705,54 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 101 195 | 2 839 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 30 385 | 1,09 | 852 | 8,26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 40 | 1 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 26 882 | 15,68 | 775 | 30,25 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 138 | 4 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 8 100 | 0,04 | 227 | 7,08 | ||||
| 2025-08-05 | 13F | LTG Capital LLC | 52 493 | 0,55 | 1 472 | 7,68 | ||||
| 2025-08-14 | 13F | Evercore Wealth Management, LLC | 7 335 | 206 | ||||||
| 2025-08-12 | 13F | Clearwater Capital Advisors, LLC | 443 080 | 4,33 | 12 428 | 11,70 | ||||
| 2025-07-25 | 13F | JustInvest LLC | 37 047 | 0,24 | 1 039 | 7,33 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 384 713 | 3,16 | 10 791 | 10,44 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 6 709 | 0,04 | 188 | 7,43 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 763 | 21 | ||||||
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 141 | 4 | ||||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 650 802 | 4,91 | 18 255 | 12,32 | ||||
| 2025-07-21 | 13F | Capital Planning LLC | 119 240 | 1,88 | 3 345 | 9,07 | ||||
| 2025-08-12 | 13F | Accredited Wealth Management, LLC | 502 | 25 000,00 | 14 | |||||
| 2025-08-13 | 13F | Hendershot Investments Inc. | 22 653 | 3,17 | 635 | 10,43 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 13 001 | 1,86 | 365 | 8,98 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 61 525 | 2,15 | 1 726 | 9,32 | ||||
| 2025-07-25 | 13F | St. Louis Trust Co | 122 680 | 10,60 | 3 441 | 18,41 | ||||
| 2025-08-13 | 13F | Patrick M Sweeney & Associates, Inc | 11 399 | 4,84 | 327 | 15,14 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 17 962 | 0,07 | 504 | 7,02 | ||||
| 2025-07-29 | 13F | Creekside Partners | 142 555 | 12,96 | 3 999 | 20,93 | ||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 472 086 | 9,50 | 13 242 | 17,24 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 691 444 | 3,40 | 19 395 | 10,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 959 860 | 3,93 | 26 924 | 11,27 | ||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 7 512 | 211 | ||||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 849 087 | 0,21 | 23 817 | 7,28 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 170 395 | 1 121,56 | 4 780 | 1 209,32 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 4 099 | 115 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53 440 | 1 499 | ||||||
| 2025-07-21 | 13F | Trinity Legacy Partners, LLC | 470 248 | 0,52 | 13 355 | 3,74 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 497 433 | 4,67 | 13 953 | 12,06 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 681 674 | 4,71 | 19 121 | 12,11 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 271 481 | 13,37 | 7 612 | 21,35 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 74 145 | 13,20 | 2 | 100,00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 462 320 | 6,81 | 12 968 | 14,36 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 11 943 | 2,74 | 335 | 9,87 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Bouchey Financial Group Ltd | 38 610 | 0,51 | 1 083 | 7,65 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 311 471 | 2,34 | 8 737 | 9,57 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 1 079 465 | 2,71 | 30 279 | 9,96 | ||||
| 2025-07-28 | 13F | Elmwood Wealth Management, Inc. | 11 480 | 0,01 | 322 | 7,33 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 19 415 | 545 | ||||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 23 727 | 0,01 | 666 | 7,09 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 6 013 | 0,37 | 169 | 7,69 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 50 112 | 1 406 | ||||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 554 828 | 4,51 | 15 563 | 11,88 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 12 109 | 0,05 | 340 | 6,94 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 18 133 | 0,66 | 509 | 7,86 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 227 463 | 2,80 | 6 380 | 10,06 | ||||
| 2025-08-15 | 13F | Orcam Financial Group | 100 817 | 0,12 | 2 828 | 7,16 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 56 518 | 2,29 | 1 585 | 9,54 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 50 680 | 23,31 | 1 422 | 32,06 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 99 563 | 48,93 | 2 793 | 59,54 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 608 649 | 0,85 | 45 123 | 7,97 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 88 670 | 174,72 | 2 487 | 178,19 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 19 793 | 28,51 | 555 | 37,72 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 12 141 | 26,88 | 341 | 36,00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 11 920 | 1,06 | 334 | 8,09 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 50 718 | 5,89 | 1 423 | 13,40 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 8 157 | 0,41 | 229 | 7,55 | ||||
| 2025-08-12 | 13F | Peachtree Investment Partners, LLC | 219 | 0,46 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 23 363 | 0,86 | 655 | 8,09 | ||||
| 2025-07-16 | 13F | Gradient Capital Advisors, LLC | 329 615 | 4,17 | 9 246 | 11,52 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 626 183 | 289,90 | 17 564 | 317,49 | ||||
| 2025-08-07 | 13F | Palouse Capital Management, Inc. | 2 172 | 1,02 | 61 | 7,14 | ||||
| 2025-07-17 | 13F | SWS Partners | 75 247 | 2,46 | 2 111 | 9,67 | ||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 15 007 | 0,30 | 393 | −5,07 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 237 959 | 78,21 | 6 675 | 90,79 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 848 323 | 24,73 | 24 | 35,29 | ||||
| 2025-08-08 | 13F | Chandler Asset Management, Inc. | 54 117 | 0,36 | 1 518 | 7,44 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 4 316 | 0,40 | 121 | 8,04 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 14 194 | 6,55 | 398 | 14,04 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 35 649 | 0,04 | 1 000 | 7,07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90 620 | 2 590 | ||||||
| 2025-07-24 | 13F | Lee Financial Co | 330 387 | 2,08 | 9 267 | 9,28 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 30 694 | 34,38 | 861 | 43,81 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 84 779 | 7,35 | 2 378 | 14,93 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 388 625 | 6,69 | 10 901 | 14,22 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 9 465 593 | 6,77 | 265 510 | 14,31 | ||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 11 999 | 0,10 | 337 | 7,01 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26 848 | 0,35 | 753 | 7,57 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 24 981 | 17,46 | 701 | 25,67 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 789 | 22 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 27 051 | 46,61 | 759 | 57,14 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 21 304 | 598 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 92 112 | 0,16 | 2 584 | 7,22 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 14 | 0 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 773 495 | 11,94 | 49 747 | 19,84 | ||||
| 2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 17 859 | 501 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 33 625 | 6,36 | 943 | 13,89 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 433 386 | 2,48 | 12 113 | 9,45 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 655 | 7,20 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 102 700 | 97 709,52 | 2 881 | 143 900,00 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1 500 | 42 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3 120 | 88 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 171 | 5 | ||||||
| 2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 26 282 | 0,03 | 737 | 7,12 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 8 430 | 236 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 60 352 324 | 2,70 | 1 692 883 | 9,95 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 91 506 | 0,03 | 2 567 | 7,10 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 7 511 | 217 | ||||||
| 2025-07-09 | 13F | Praetorian Wealth Management, Inc. | 11 605 | 4,80 | 326 | 12,07 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 10 495 | 294 | ||||||
| 2025-07-11 | 13F | Diversified Trust Co | 9 455 | 265 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 7 284 | 204 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 48 121 | 1 350 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 511 296 | 4,34 | 14 342 | 11,70 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 17 106 | 0,05 | 480 | 7,16 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 446 089 | 36,66 | 12 513 | 46,30 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 18 467 | 8,82 | 518 | 16,44 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 182 999 | 8,94 | 5 133 | 16,63 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 4 689 | 62,31 | 132 | 74,67 | ||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 217 | 0,46 | 6 | 20,00 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 10 197 | 286 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4 284 | 6,17 | 120 | 13,33 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 136 082 | 9,12 | 3 817 | 16,84 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 241 | 0,42 | 7 | 0,00 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 7 047 | 202 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 362 032 | 31,64 | 10 155 | 40,94 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 20 743 | 1,64 | 582 | 8,80 | ||||
| 2025-08-12 | 13F | Holderness Investments Co | 38 334 | 2,48 | 1 075 | 9,69 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 65 493 | 146,33 | 1 837 | 163,94 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 17 544 | 14,11 | 492 | 22,39 | ||||
| 2025-08-14 | 13F | Operose Advisors LLC | 3 280 | 0,37 | 92 | 7,06 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 12 867 | 5,15 | 361 | 12,50 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 119 336 | 66,79 | 3 347 | 78,60 | ||||
| 2025-06-05 | 13F/A | Osterweis Capital Management Inc | 161 | −40,07 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 314 685 | 3,35 | 8 827 | 10,64 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 13 528 | 2,67 | 379 | 9,86 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 32 424 | 5,33 | 909 | 12,78 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 12 170 | 4,10 | 341 | 11,44 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 7 846 | 1,45 | 220 | 8,91 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 214 398 | 89,45 | 6 014 | 102,80 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 8 061 | 226 | ||||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 296 663 | 3,43 | 8 321 | 10,74 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 47 868 | 17,21 | 1 343 | 25,54 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 38 962 | 126,14 | 1 093 | 142,13 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 243 219 | 5,09 | 6 822 | 12,52 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 300 | 8 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 11 687 | 0,04 | 328 | 6,86 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 76 922 | 0,10 | 2 158 | 7,15 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 359 | 37,44 | 94 | 46,88 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 8 373 700 | 14,70 | 234 882 | 22,84 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 1 289 510 | 97,80 | 36 187 | 111,87 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11 664 | 10,17 | 327 | 18,05 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 244 746 | 1,90 | 6 865 | 9,09 | ||||
| 2025-07-23 | 13F | Raub Brock Capital Management LP | 11 865 | 0,36 | 333 | 7,44 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 4 918 | 0,16 | 138 | −20,35 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 250 000 | 8 333 233,33 | 7 012 | |||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 596 091 | 29,23 | 16 720 | 38,36 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 20 681 | 17,37 | 580 | 25,81 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 2 632 | 0,34 | 74 | 7,35 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 200 581 | 3,82 | 5 626 | 11,16 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 89 830 | 9,65 | 2 520 | 17,38 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 2 530 | 71 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 364 647 | 6,05 | 10 228 | 13,54 | ||||
| 2025-08-01 | 13F | Providence First Trust Co | 72 095 | 16,52 | 2 022 | 24,74 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 31 222 | 876 | ||||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 991 | 0,41 | 28 | 8,00 | ||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 7 203 | 202 | ||||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 389 628 | 2,35 | 10 929 | 9,59 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 388 625 | 6,69 | 10 901 | 14,22 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 780 586 | 7,39 | 22 731 | 19,86 | ||||
| 2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 9 453 | 0,08 | 265 | 7,29 | ||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 44 541 | 11,56 | 1 249 | 19,41 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 99 131 | 2,16 | 2 781 | 9,36 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 73 | 2 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 279 214 | 0,21 | 7 832 | 7,27 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 2 059 | 58 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 42 068 | 1 180 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 31 922 | 145,97 | 1 | |||||
| 2025-08-01 | 13F | Fort Vancouver Investment Management, LLC | 14 193 | 398 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 843 993 | 2,84 | 23 674 | 10,11 | ||||
| 2025-07-25 | 13F | Lawson Kroeker Investment Management Inc/ne | 12 572 | 353 | ||||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 21 115 | 0,10 | 592 | 7,25 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 29 147 | 100,32 | 818 | 114,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 136 229 | 5,76 | 3 821 | 13,25 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 115 751 | 36,36 | 3 | 50,00 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 446 152 | 0,69 | 12 515 | 7,80 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 38 117 | 2,59 | 1 069 | 9,87 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 100 812 | 2,47 | 2 828 | 9,70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 40 105 | 212,81 | 1 125 | 235,52 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 142 313 | 3 992 | ||||||
| 2025-07-24 | 13F | Beacon Bridge Wealth Partners, LLC | 121 311 | 2,13 | 3 403 | 9,32 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 248 285 | 15,33 | 6 964 | 23,48 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 40 182 | 9,12 | 1 127 | 16,91 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 12 814 | 0,16 | 336 | −5,37 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 107 342 | 19,39 | 3 011 | 27,81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 130 | 60 | ||||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 18 925 | 4,21 | 531 | 11,58 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 116 818 | 0,34 | 3 376 | 14,05 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 10 637 | 0,53 | 298 | 7,58 | ||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 39 495 | 10,52 | 1 | |||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 1 898 | 4,40 | 53 | 12,77 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 479 | 54,06 | 41 | 64,00 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 10 929 | 0,68 | 307 | 7,75 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 559 901 | 2,49 | 15 705 | 9,73 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 4 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 246 968 | 1,23 | 6 843 | 7,06 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 313 097 | 6,44 | 8 782 | 13,95 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 28 060 | 0,01 | 787 | 7,07 | ||||
| 2025-07-09 | 13F | LifePlan Financial, LLC | 21 228 | 2,26 | 595 | 9,58 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 5 091 | 5,49 | 143 | 12,70 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 49 725 | 11,32 | 1 395 | 19,15 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 55 104 | 17,03 | 1 546 | 25,30 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 86 193 | 8,45 | 2 418 | 16,09 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 143 803 | 5,45 | 4 034 | 12,91 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 17 037 | 478 | ||||||
| 2025-09-03 | 13F | American Trust | 7 594 | 213 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 386 402 | 1,31 | 10 839 | 8,47 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 565 596 | 2,33 | 15 865 | 9,56 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 885 | 25 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 1 589 | 0,32 | 45 | 7,32 | ||||
| 2025-08-14 | 13F | Engineers Gate Manager LP | 42 030 | 40,48 | 1 179 | 50,45 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 20 742 | 0,18 | 582 | 7,20 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 56 788 | 9,24 | 1 593 | 16,89 | ||||
| 2025-08-01 | 13F | Motco | 11 545 | 468,16 | 330 | 520,75 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 677 169 | 8,81 | 18 995 | 16,48 | ||||
| 2025-07-15 | 13F | Bfsg, Llc | 53 968 | 3,38 | 1 514 | 10,68 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 252 474 | 6,82 | 7 082 | 14,36 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 178 864 | 3,84 | 5 017 | 11,19 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 16 082 | 44,83 | 451 | 55,52 | ||||
| 2025-07-18 | 13F | Pennsylvania Capital Management Inc /adv | 31 136 | 1,86 | 873 | 9,13 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 11 343 | 18,08 | 318 | 26,69 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 334 624 | 0,54 | 9 386 | 7,64 | ||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 237 222 | 6,42 | 6 654 | 13,94 | ||||
| 2025-07-17 | 13F | Gleason Group, Inc. | 180 601 | 1,25 | 5 066 | 8,39 | ||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 73 570 | 198,41 | 2 064 | 219,84 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 16 005 | 2 113,69 | 449 | 2 388,89 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 384 | 11 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 348 034 | 5,58 | 9 762 | 13,04 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 276 753 | 4,45 | 7 763 | 11,83 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 11 739 | 329 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 58 122 | 0,44 | 1 630 | 7,52 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 088 | 44,49 | 0 | |||||
| 2025-08-11 | 13F | North Forty Two & Co. | 41 680 | 2,08 | 1 169 | 9,35 | ||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 144 528 | 4,81 | 4 054 | 12,24 | ||||
| 2025-09-12 | 13F/A | Valeo Financial Advisors, LLC | 54 026 | 1 515 | ||||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 5 905 | 166 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 8 730 | 0,36 | 245 | 7,49 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 4 247 | 3,79 | 119 | 11,21 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 4 914 | 1,55 | 138 | 8,73 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 90 723 | 25,96 | 2 545 | 34,82 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 8 634 | 43,33 | 226 | 36,14 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 16 854 | 0,10 | 473 | 7,03 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 655 207 | 0,06 | 18 379 | 6,23 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 29 230 | 11,97 | 820 | 19,91 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 74 987 | 2 103 | ||||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 23 801 | 668 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 374 178 | 34,96 | 10 496 | 44,50 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 7 212 | 202 | ||||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 29 497 | 0,31 | 827 | 7,40 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 743 | 2,66 | 77 | 8,57 | ||||
| 2025-07-17 | 13F | Oakworth Capital, Inc. | 2 406 | 3,62 | 67 | 11,67 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 638 | 0,31 | 18 | 6,25 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 20 793 | 0,03 | 1 | |||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 13 806 | 200,92 | 383 | 0,26 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 36 559 | 38,96 | 1 025 | 48,77 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 293 288 | 5,71 | 8 227 | 13,17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 376 710 | 6,83 | 10 567 | 13,89 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 27 | 0 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 44 372 | 407,34 | 1 245 | 15,40 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 33 537 | 8,31 | 946 | 27,84 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 110 633 | 33,79 | 3 103 | 43,26 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 64 026 | 12,33 | 1 796 | 20,23 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 694 | 31,19 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 16 555 | 464 | ||||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 611 333 | 2,84 | 17 148 | 10,10 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 559 | 16 | ||||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 50 140 | 0,39 | 1 406 | 7,49 |
