Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. TIPS ETF inkluderar Kingstone Capital Partners Texas, LLC, Silver Coast Investments LLC, Wealthedge Investment Advisors, Llc, Bulwark Capital Corp, Riverpoint Wealth Management Holdings, LLC, Brown Wealth Management, Llc, Veridan Wealth LLC, Valpey Financial Services, LLC, FOPC - Frontier Asset Opportunistic Credit ETF, SMIDX - SMI Dynamic Allocation Fund, Signal Advisors Wealth, LLC, Cushing Capital Partners, LLC, Austin Wealth Management, LLC, Ballast, Inc., Tudor Investment Corp Et Al, Atlas Financial Advisors, Inc., Ground Swell Capital, LLC, M. Kulyk & Associates, LLC, Concurrent Investment Advisors, LLC, och Edgestream Partners, L.P. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 389 974 | 6,64 | 10 405 | 5,81 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 66 444 | 1 773 | ||||||
| 2025-08-12 | 13F | Viawealth, Llc | 31 302 | 96,53 | 835 | 95,09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 150 852 | 9,29 | 4 025 | 8,43 | ||||
| 2025-07-30 | 13F | VCI Wealth Management LLC | 304 479 | 12,75 | 8 123 | 11,87 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 801 252 | 1,31 | 128 097 | 0,52 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 617 | 16 | ||||||
| 2025-07-23 | NP | IRSLX - Voya Target Retirement 2025 Fund Class I | 542 680 | 4,97 | 14 386 | 4,19 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 100 182 | 1,85 | 2 673 | 1,06 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 15 780 | 33 474,47 | 421 | −60,62 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 56 741 | 209,98 | 1 514 | 207,52 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 32 294 | 0,44 | 859 | −0,58 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1 600 | 0 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 89 523 | 4,43 | 2 388 | 3,60 | ||||
| 2025-07-17 | 13F | SWS Partners | 41 589 | 16,43 | 1 110 | 15,52 | ||||
| 2025-07-29 | 13F | MPS Loria Financial Planners, LLC | 392 014 | 0,66 | 10 459 | −0,13 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 3 782 708 | 35,23 | 100 923 | 34,17 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 42 677 764 | 4,94 | 1 138 643 | 4,12 | ||||
| 2025-07-24 | 13F | VanderPol Investments L.L.C. | 126 366 | 341,01 | 3 371 | 337,79 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 18 364 | 0,44 | 490 | −0,41 | ||||
| 2025-08-05 | 13F | Marshall Financial Group Inc /adv | 887 853 | 1,78 | 23 688 | 0,98 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 8 694 | 232 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 95 717 | 12,92 | 2 554 | 12,02 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 111 823 | 4,09 | 2 983 | 3,29 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 40 912 | 0,14 | 1 092 | −0,64 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 60 445 | 5,29 | 1 607 | 127,30 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 360 659 | 2,69 | 9 622 | 1,88 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 280 | 7 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 725 | 19 | ||||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 46 017 | 1 224 | ||||||
| 2025-07-09 | 13F | Breakwater Investment Management | 76 773 | 0,18 | 2 048 | −0,58 | ||||
| 2025-07-15 | 13F | Pine Haven Investment Counsel, Inc | 40 749 | 1,72 | 1 087 | 0,93 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 166 796 | 308 781,48 | 4 450 | 444 900,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 7 704 | 206 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 7 449 | 1,24 | 199 | 0,51 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 304 | 8 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 11 653 | 3,41 | 311 | 2,31 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderate Structured Allocation Fund Service Class | 2 619 507 | 1,88 | 69 888 | 1,08 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 150 173 | 4 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 179 195 | 7,70 | 4 781 | 6,84 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 839 335 | 9,79 | 22 393 | 8,94 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 377 703 | 8 614,88 | 10 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 11 506 | 5,79 | 307 | 4,79 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 1 072 176 | 57 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 36 592 | 19,04 | 973 | 18,10 | ||||
| 2025-07-10 | 13F | Websterrogers Financial Advisors, Llc | 42 283 | 3,70 | 1 128 | 2,92 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 17 712 | 2,36 | 473 | 1,51 | ||||
| 2025-07-16 | 13F | MBE Wealth Management, LLC | 290 133 | 2,36 | 7 741 | 1,56 | ||||
| 2025-07-24 | 13F | Mengis Capital Management, Inc. | 16 010 | 2,84 | 427 | 2,15 | ||||
| 2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 423 520 | 1,78 | 11 300 | 5,13 | ||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 0 | 0 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 40 946 | 9,38 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Greenline Partners, LLC | 706 817 | 11,88 | 18 858 | 6,03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 10 480 | 280 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 566 403 | 0,47 | 15 112 | −0,32 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 52 798 | 1 417 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1 327 | 0 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 78 778 | 1,20 | 2 102 | 0,38 | ||||
| 2025-08-14 | 13F | Fairview Capital Investment Management, Llc | 48 625 | 6,95 | 1 297 | 6,14 | ||||
| 2025-08-12 | 13F | Rock Creek Group, LP | 372 410 | 93,87 | 9 936 | 92,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 37 692 | 400,96 | 1 | |||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 14 810 | 17,42 | 395 | 16,52 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 68 203 | 4,04 | 1 820 | 3,23 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 396 279 | 4,94 | 10 573 | 4,12 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 13 882 | 5,85 | 370 | 5,11 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 175 149 | 9,61 | 4 673 | 8,75 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen Real Asset Allocation ETF SMI 3Fourteen REAL Asset Allocation ETF | 727 959 | 66,77 | 19 422 | 65,47 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 278 334 | 4,66 | 7 426 | 3,85 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 89 | 147,22 | 2 | |||||
| 2025-07-31 | 13F | Guardian Financial Partners, LLC | 14 117 | 4,32 | 377 | 3,58 | ||||
| 2025-08-05 | 13F | Lincoln National Corp | 8 207 688 | 2,60 | 218 981 | 1,79 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 1 246 241 | 0,84 | 33 250 | 0,04 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 50 889 | 5,12 | 1 358 | 4,30 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 210 443 | 1 995,63 | 5 615 | 1 979,26 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 61 198 | 8,25 | 1 633 | 7,37 | ||||
| 2025-08-14 | 13F | Boston Private Wealth Llc | 12 621 | 337 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 302 | 318,55 | 59 | 321,43 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 201 240 | 7,44 | 5 | 0,00 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 39 861 | 7,11 | 1 063 | 6,30 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 147 | 4 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 111 684 | 46,57 | 2 980 | 45,46 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 31 284 | 35,50 | 835 | 34,52 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 1 940 | 0,15 | 52 | −1,92 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 435 | 1 303,23 | 12 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 20 967 | 559 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 407 018 | 17,00 | 10 874 | 16,22 | ||||
| 2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 183 574 | 0,84 | 4 898 | 0,04 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 106 883 | 53,88 | 2 837 | 51,90 | ||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 10 429 | 2,43 | 278 | 1,83 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 329 385 | 23,38 | 8 772 | 25,50 | ||||
| 2025-08-07 | 13F | Fund Evaluation Group, LLC | 775 010 | 3,61 | 20 677 | 2,80 | ||||
| 2025-07-16 | 13F | Fischer Financial Services, Inc. | 57 055 | 6,19 | 1 515 | 4,92 | ||||
| 2025-08-11 | 13F | Theory Financial Llc | 291 024 | 17,58 | 7 741 | 16,32 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1 944 | 28,83 | 52 | 27,50 | ||||
| 2025-07-10 | 13F | Mogy Joel R Investment Counsel Inc | 1 186 | 32 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11 034 | 0,01 | 294 | −0,68 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 129 666 | 4,73 | 3 459 | 3,91 | ||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 596 547 | 6,77 | 15 916 | 5,94 | ||||
| 2025-07-21 | 13F | Financial Architects, LLC | 1 242 196 | 2,53 | 33 142 | 1,73 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 178 027 | 38,21 | 4 750 | 37,14 | ||||
| 2025-08-25 | NP | IETFX - Morningstar Income and Growth ETF Asset Allocation Portfolio Class II | 28 420 | 1,83 | 758 | 1,07 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 218 580 | 12,81 | 5 832 | 11,92 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 81 624 | 12,12 | 2 164 | 12,42 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2 184 276 | 5,70 | 58 276 | 4,88 | ||||
| 2025-08-15 | 13F | WealthCollab, LLC | 110 387 | 5,98 | 2 945 | 5,18 | ||||
| 2025-08-25 | NP | SWYDX - Schwab Target 2025 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 239 696 | 1,18 | 33 075 | 0,39 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 1 | 0 | ||||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 88 972 | 2,14 | 2 374 | 1,32 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 141 633 | 22,16 | 30 459 | 21,20 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 18 519 | 33,74 | 494 | 32,80 | ||||
| 2025-08-14 | 13F | Comerica Bank | 101 419 | 9,74 | 2 706 | 8,85 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 7 604 | 203 | ||||||
| 2025-08-26 | NP | PPI - AXS Astoria Inflation Sensitive ETF | 57 643 | 499,20 | 1 538 | 495,74 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 137 007 | 4,60 | 3 655 | 3,78 | ||||
| 2025-07-14 | 13F | BlueSky Wealth Advisors, LLC | 1 346 257 | 0,85 | 35 918 | 0,07 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 283 610 | 158,69 | 7 567 | 156,65 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 251 326 | 1,72 | 6 705 | 0,93 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 18 041 | 92,62 | 481 | 91,63 | ||||
| 2025-08-28 | NP | GPIFX - GuidePath(R) Flexible Income Allocation Fund Service Shares | 611 091 | 0,37 | 16 304 | −0,42 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 57 520 | 30,14 | 1 535 | 29,12 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 51 971 | 0,19 | 1 397 | 4,33 | ||||
| 2025-07-14 | 13F | Leonard Rickey Investment Advisors P.L.L.C. | 7 866 | 0,86 | 210 | 1,95 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 29 788 | 3,32 | 795 | 2,45 | ||||
| 2025-08-12 | 13F | Pfc Capital Group, Inc. | 49 816 | 129,25 | 1 | |||||
| 2025-08-13 | 13F | Wealthedge Investment Advisors, Llc | 250 436 | 6 682 | ||||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 37 | 1 | ||||||
| 2025-08-29 | 13F | Total Investment Management Inc | 46 | 1 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 1 606 096 | 48,63 | 43 | 44,83 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 304 037 | 23,66 | 8 112 | 22,69 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 9 431 | 36,66 | 251 | 35,14 | ||||
| 2025-08-08 | 13F | Your Advocates Ltd., LLP | 496 | 13 | ||||||
| 2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 3 021 995 | 0,57 | 80 627 | −0,22 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 300 283 | 1,92 | 8 012 | 1,12 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 222 649 | 3,27 | 5 940 | 2,47 | ||||
| 2025-07-25 | 13F | Inman Jager Wealth Management, LLC | 9 922 | 16,87 | 265 | 15,79 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 18 174 | 485 | ||||||
| 2025-07-17 | 13F | Charles Schwab Trust Co | 229 188 | 20,77 | 6 115 | 19,84 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 1 328 471 | 0,78 | 35 444 | −0,01 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 39 884 | 0,87 | 1 064 | 0,09 | ||||
| 2025-08-04 | 13F | NWK Group, Inc. | 38 | 2,70 | 1 | 0,00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 87 066 | 32,34 | 2 323 | 31,26 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 11 390 | 25,47 | 304 | 24,18 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 512 999 | 29,66 | 13 687 | 28,64 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 20 407 | 545 | ||||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 78 473 | 11,82 | 2 094 | 10,92 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 7 684 | 1,91 | 205 | 1,49 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 23 456 | 1,44 | 626 | 0,64 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 79 080 | 0,51 | 2 110 | −0,28 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 64 369 | 4,74 | 1 714 | 4,70 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 50 350 | 0,67 | 1 343 | −0,07 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 1 033 047 | 3,65 | 27 562 | 2,89 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 8 666 | 230 | ||||||
| 2025-07-08 | 13F | Braun-Bostich & Associates Inc. | 62 390 | 2,43 | 1 665 | 1,65 | ||||
| 2025-07-10 | 13F | Anderson Hoagland & Co | 166 068 | 12,88 | 4 431 | 13,76 | ||||
| 2025-08-25 | NP | SWC1Z - Schwab VIT Balanced with Growth Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65 577 | 2,25 | 1 750 | 1,45 | ||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 1 679 994 | 3,03 | 44 822 | 2,22 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 18 713 | 13,40 | 500 | 12,90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 566 530 | 7,54 | 68 475 | 6,70 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 189 835 | 0,00 | 5 065 | −0,78 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 15 165 | 28,60 | 0 | |||||
| 2025-08-26 | NP | ISZAX - Voya Solution 2025 Portfolio Class ADV | 1 346 029 | 6,43 | 35 912 | 5,60 | ||||
| 2025-08-14 | 13F | Full Sail Capital, LLC | 1 732 448 | 5,43 | 46 222 | 4,61 | ||||
| 2025-08-14 | 13F | Fmr Llc | 199 767 | 7,80 | 5 330 | 6,97 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 13 031 | 0,76 | 348 | 0,00 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 21 159 | 8,14 | 565 | 11,68 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 430 191 | 22,26 | 11 477 | 21,31 | ||||
| 2025-05-30 | NP | GPINX - GuidePath(R) Income Fund | 687 202 | 832,15 | 18 479 | 312,92 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Conservative Structured Allocation Fund Standard Class | 507 519 | 1,11 | 13 541 | 0,32 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 17 711 | 8,90 | 473 | 8,01 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 14 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3 015 | 1 965,07 | 80 | 2 566,67 | ||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 192 084 | 5 125 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 803 740 | 3,37 | 21 444 | 2,56 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 124 076 | 0,44 | 3 310 | −0,33 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 115 382 | 0,15 | 3 078 | −0,61 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 11 747 | 313 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11 278 | 301 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 41 104 | 16,52 | 1 097 | 15,61 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 35 161 | 938 | ||||||
| 2025-08-07 | 13F | M. Kulyk & Associates, LLC | 21 700 | 579 | ||||||
| 2025-07-01 | 13F | Private Client Services, Llc | 63 242 | 53,75 | 1 687 | 52,53 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 172 080 | 3,13 | 4 576 | 2,76 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 565 702 | 26,27 | 15 093 | 25,29 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 38 756 | 32,22 | 1 034 | 31,22 | ||||
| 2025-04-17 | 13F | Atlas Financial Advisors, Inc. | 33 598 | 868 | ||||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 12 540 | 64,37 | 335 | −18,34 | ||||
| 2025-07-31 | 13F | Ground Swell Capital, LLC | 23 665 | 631 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 279 456 | 3,23 | 7 456 | 2,42 | ||||
| 2025-07-17 | 13F | LifeGoal Wealth Advisors | 140 429 | 608,09 | 3 747 | 602,81 | ||||
| 2025-08-07 | 13F | Nwam Llc | 36 395 | 1,60 | 969 | 0,62 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 123 973 | 23,39 | 3 308 | 22,44 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 64 224 | 0,91 | 1 713 | 0,12 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 10 613 | 283 | ||||||
| 2025-08-14 | 13F | Colony Group, LLC | 255 937 | 1,94 | 6 828 | 1,14 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 22 925 | 612 | ||||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 59 140 | 0,16 | 1 578 | −0,63 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 1 498 | 40 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 88 327 | 0,74 | 2 357 | −0,04 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 17 202 | 5,86 | 459 | 5,05 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 23 516 | 86,65 | 627 | 85,50 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 159 619 | 3,02 | 4 259 | 2,21 | ||||
| 2025-08-07 | 13F | Commerce Bank | 55 994 | 14,34 | 1 494 | 13,45 | ||||
| 2025-08-26 | NP | IDXHX - Voya Index Solution 2030 Portfolio Class S | 1 053 131 | 0,21 | 28 098 | −0,58 | ||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 501 | 1,21 | 13 | 0,00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 11 340 | 23,88 | 303 | 22,76 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 40 015 | 2,30 | 1 068 | 1,52 | ||||
| 2025-05-15 | 13F | Rakuten Investment Management, Inc. | 10 792 | 289 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2 654 106 | 5,06 | 70 768 | 3,96 | ||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 49 342 | 1 316 | ||||||
| 2025-08-26 | NP | ISNFX - Voya Solution 2030 Portfolio Class ADV | 71 725 | 2,31 | 1 914 | 1,49 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 6 411 484 | 5,36 | 171 058 | 4,54 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 309 565 | 0,29 | 8 259 | −0,49 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 008 043 | 10,58 | 26 895 | 9,72 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 17 806 | 4,32 | 475 | 3,71 | ||||
| 2025-08-25 | NP | SWYEX - Schwab Target 2030 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1 081 906 | 4,16 | 28 865 | 3,35 | ||||
| 2025-07-22 | 13F | Inlight Wealth Management, LLC | 7 978 | 28,91 | 213 | 27,71 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 11 195 | 0,02 | 299 | −0,67 | ||||
| 2025-08-13 | 13F | Pinkerton Retirement Specialists, LLC | 37 984 | 21,94 | 1 013 | 21,03 | ||||
| 2025-08-01 | 13F | Davy Global Fund Management Ltd | 29 491 | 41,72 | 787 | 40,61 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 301 111 | 4,56 | 8 034 | 3,73 | ||||
| 2025-08-11 | 13F | Cascade Wealth Advisors, Inc | 7 944 | 212 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 7 920 | 0,18 | 211 | −0,47 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 646 | 17 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 40 660 | 1,13 | 1 085 | 0,28 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 10 464 | −5,75 | ||||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 498 049 | 13 288 | ||||||
| 2025-07-23 | NP | IRSMX - Voya Target Retirement 2030 Fund Class I | 190 512 | 2,24 | 5 050 | 1,49 | ||||
| 2025-08-25 | NP | SWB1Z - Schwab VIT Balanced Portfolio This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112 747 | 0,67 | 3 008 | −0,10 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 755 | 13,59 | 47 | 12,20 | ||||
| 2025-08-12 | 13F/A | Brightwater Advisory LLC | 365 984 | 4,58 | 9 764 | 3,76 | ||||
| 2025-07-31 | 13F | Moser Wealth Advisors, LLC | 125 123 | 4,26 | 3 338 | 3,44 | ||||
| 2025-07-31 | 13F | Prentice Wealth Management LLC | 928 865 | 179,00 | 24 782 | 176,83 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 11 365 614 | 2,67 | 303 230 | 1,87 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 122 839 | 18,49 | 3 277 | 18,05 | ||||
| 2025-08-26 | NP | ISDAX - Voya Index Solution 2025 Portfolio Class ADV | 3 371 357 | 6,04 | 89 948 | 5,21 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 16 586 | 1,82 | 0 | |||||
| 2025-08-26 | NP | PDPAX - Virtus Rampart Alternatives Diversifier Fund Class A | 41 820 | 349,68 | 1 116 | 346,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 27 293 | 155,89 | 728 | 154,55 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 46 | 1 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 42 643 | 158,49 | 1 138 | 156,66 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 96 498 | 2 575 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 12 904 | 5,50 | 344 | 4,88 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderately Aggressive Structured Allocation Fund Standard Class | 872 560 | 1,86 | 23 280 | 1,06 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 611 154 | 4,14 | 42 986 | 3,33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 24 293 | 16,64 | 648 | 20,67 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 14 839 | 3,28 | 396 | 2,33 | ||||
| 2025-07-18 | 13F | Liberty Capital Management, Inc. | 14 003 | 35,79 | 374 | 34,66 | ||||
| 2025-07-09 | 13F | Hardin Capital Partners, LLC | 10 082 | 0,15 | 268 | −1,11 | ||||
| 2025-08-12 | 13F | DiMeo Schneider & Associates, L.L.C. | 76 655 | 453,11 | 2 045 | 449,73 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 17 245 | 0,95 | 460 | 0,22 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 8 986 | 0,44 | 240 | −0,42 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 10 324 | 275 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55 722 | 7,27 | 1 482 | 6,47 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 141 475 | 0,03 | 3 775 | −0,74 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 282 838 | 4,97 | 8 | 0,00 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 41 | 1 | ||||||
| 2025-07-10 | 13F | Veridan Wealth LLC | 83 277 | 2 222 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 6 751 239 | 21,46 | 180 123 | 20,52 | ||||
| 2025-08-14 | 13F | Freedom Financial Partners LLC | 82 823 | 3,33 | 2 210 | 2,51 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 411 | 64,07 | 38 | 60,87 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 12 867 | 6,90 | 344 | 8,52 | ||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 72 156 | 0,83 | 1 910 | 1,87 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 149 314 | 2,39 | 3 984 | 1,58 | ||||
| 2025-08-01 | 13F | Signet Investment Advisory Group, Inc. | 328 155 | 0,30 | 8 755 | −0,48 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 66 303 | 1 769 | ||||||
| 2025-08-14 | 13F | State Street Corp | 2 599 691 | 3,02 | 69 360 | 2,21 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 86 | 1,18 | 2 | 0,00 | ||||
| 2025-07-29 | 13F | Foster & Motley Inc | 832 189 | 2,47 | 22 | 4,76 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 2 009 | 9 031,82 | 54 | |||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 21 989 | 6,62 | 587 | 5,78 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 220 | 6 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7 563 | 200 | ||||||
| 2025-08-11 | 13F | M Wealth Management, LLC | 192 811 | 0,06 | 5 144 | −0,71 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 940 | 0,26 | 52 | −1,92 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 205 400 | 0,25 | 5 480 | −0,53 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 384 | 10 | ||||||
| 2025-08-25 | NP | SWYAX - Schwab Target 2010 Index Fund This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133 122 | 2,68 | 3 552 | 1,86 | ||||
| 2025-08-13 | 13F | Fi3 FINANCIAL ADVISORS, LLC | 333 971 | 11,28 | 8 910 | 10,41 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 283 368 | 1,35 | 7 560 | 0,57 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 83 000 | 2,62 | 2 214 | 1,84 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 55 933 | 23,81 | 1 492 | 22,90 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 2 404 | 0,04 | 64 | 0,00 | ||||
| 2025-08-25 | NP | CETFX - Morningstar Conservative ETF Asset Allocation Portfolio Class I | 26 980 | 0,37 | 720 | −0,42 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 77 761 | 3,27 | 2 075 | 2,47 | ||||
| 2025-08-13 | 13F | West Family Investments, Inc. | 479 787 | 8,25 | 13 351 | 7,50 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 6 155 | 11,26 | 164 | 10,81 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 437 | 12 | ||||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 890 | 24 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 437 940 | 918,50 | 38 364 | 910,64 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 574 501 | 0,42 | 15 328 | −0,36 | ||||
| 2025-07-07 | 13F | Verde Capital Management | 163 330 | 7,96 | 4 358 | 7,10 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 44 130 | 6,70 | 1 177 | 5,85 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 5 398 | 143 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 913 088 | 15,62 | 24 361 | 14,72 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 1 439 578 | 10,72 | 38 408 | 9,85 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 199 703 | 1,78 | 5 328 | 1,00 | ||||
| 2025-07-22 | 13F | David Wealth Management LLC | 9 612 | 256 | ||||||
| 2025-07-15 | 13F | Bfsg, Llc | 319 315 | 1,28 | 8 519 | 0,50 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 1 156 | 5,76 | 31 | 3,45 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 31 970 077 | 13,28 | 852 962 | 12,40 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 5 400 | 21,18 | 144 | 21,01 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 16 511 | 21,82 | 441 | 20,88 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 99 653 | 34,74 | 2 659 | 33,70 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 55 944 | 0,01 | 1 493 | −0,80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 143 806 | 32,44 | 3 837 | 31,41 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 801 630 | 2,61 | 21 387 | 1,81 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 463 154 | 88,91 | 12 357 | −6,02 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 74 786 | 0,99 | 1 995 | 0,20 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1 626 859 | 18,87 | 43 405 | 17,95 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderate Index Allocation Fund Standard Class | 2 460 619 | 3,87 | 65 649 | 3,06 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 87 228 | 1,21 | 2 326 | 0,48 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 173 | 51,75 | 5 | 33,33 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 76 249 | 394,00 | 2 034 | 390,12 | ||||
| 2025-08-12 | 13F | Archvest Wealth Advisors, Inc. | 55 935 | 0,35 | 1 492 | −0,40 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 143 039 | 60,57 | 3 816 | 59,33 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 335 | 1,21 | 9 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 14 560 | 30,30 | 388 | 30,64 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 14 012 | 70,63 | 374 | −25,25 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 74 812 | 8,65 | 1 996 | 7,78 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 115 109 | 11 538,93 | 3 071 | 11 711,54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8 277 | 0 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 105 996 | 0,31 | 2 828 | −0,49 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 21 658 | 17,36 | 578 | 16,33 | ||||
| 2025-06-30 | NP | SMILX - SMI 50/40/10 Fund | 18 250 | 490 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 2 200 | 59 | ||||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 655 271 | 23,87 | 17 415 | 22,50 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 9 402 | 78 250,00 | 251 | |||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 72 111 | 2,88 | 1 924 | 2,07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 293 201 | 58,54 | 8 | 75,00 | ||||
| 2025-08-04 | 13F | Silver Coast Investments LLC | 369 220 | 9 851 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 10 | 0 | ||||||
| 2025-07-30 | 13F | Cambridge Capital Management, Llc | 241 025 | 8,36 | 6 431 | 7,51 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 65 283 | 45,56 | 1 742 | 44,36 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Conservative Index Allocation Fund Standard Class | 543 428 | 0,13 | 14 499 | −0,66 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7 767 777 | 2,34 | 207 244 | 1,54 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 103 581 | 9,11 | 2 739 | 9,65 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 49 391 | 1 318 | ||||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 19 701 | 526 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 57 882 | 2,25 | 1 544 | 1,45 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 75 427 | 82,00 | 2 012 | 80,61 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 156 858 | 3,50 | 4 185 | 2,67 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 208 | 0 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 175 049 | 11,38 | 4 670 | 15,05 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 16 002 | 22,89 | 427 | 21,71 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 592 128 | 9,69 | 15 798 | 8,84 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Moderately Aggressive Index Allocation Fund Standard Class | 1 204 055 | 3,93 | 32 124 | 3,12 | ||||
| 2025-07-25 | 13F | Riverpoint Wealth Management Holdings, LLC | 142 664 | 3 806 | ||||||
| 2025-07-29 | 13F | Ballast, Inc. | 38 658 | 1 031 | ||||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 109 652 | 2,49 | 2 926 | 1,67 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 102 763 | 1,70 | 2 742 | 0,88 | ||||
| 2025-06-30 | NP | SMIDX - SMI Dynamic Allocation Fund | 50 660 | 1 359 | ||||||
| 2025-08-11 | 13F | Duff & Phelps Investment Management Co | 41 820 | 349,68 | 1 116 | 346,00 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 1 367 | 0,96 | 36 | 0,00 | ||||
| 2025-07-16 | 13F | Prairiewood Capital, LLC | 401 047 | 9,66 | 10 700 | 8,80 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2 042 832 | 3,96 | 54 155 | 2,49 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 68 022 | 13,84 | 1 815 | 12,95 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 347 | 5,47 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 413 404 | 4,09 | 37 710 | 7,51 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 927 681 | 0,88 | 24 751 | 0,10 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 771 988 | 20,23 | 20 597 | 19,29 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2 580 | 54,77 | 69 | 54,55 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 39 772 | 0,11 | 1 061 | −0,66 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 6 646 | 1,20 | 177 | 0,57 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 810 | 1 206,45 | 22 | 2 000,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 5 740 | 32,35 | 153 | 31,90 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 18 494 | 11,69 | 490 | 11,90 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 498 091 | 9,60 | 13 289 | 8,75 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 7 833 720 | 2,93 | 209 004 | 2,13 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 764 | 20 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 19 308 | 0,28 | 513 | −0,77 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 26 430 | 705 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 3 808 | 0,18 | 102 | 0,00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 522 362 | 1,23 | 13 937 | 0,44 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 1 816 | 12 871,43 | 48 | 0,00 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 95 899 | 5,18 | 2 559 | 4,37 | ||||
| 2025-08-12 | 13F | State Farm Mutual Automobile Insurance Co | 34 969 | 312,47 | 933 | 310,57 | ||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 123 265 | 4,59 | 3 289 | 3,76 |
