Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF inkluderar Exchange Traded Concepts, Llc, Midwest Trust Co, rebel Financial LLC, Valpey Financial Services, LLC, Apex Wealth Management, LLC, Kingstone Capital Partners Texas, LLC, OneAscent Financial Services LLC, Sagespring Wealth Partners, Llc, Unique Wealth, Llc, NewEdge Wealth, LLC, Evergreen Capital Management Llc, Net Worth Advisory Group, Maia Wealth LLC, Enclave Advisors LLC, Tactive Advisors, LLC, Stark Wealth Management LLC, Scott Marsh Financial, LLC, Secure Asset Management, LLC, Ascent Group, LLC, och Camden Capital, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Phil A. Younker & Associates, Ltd. | 12 660 | 5,50 | 350 | 10,06 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 65 | 2 | ||||||
| 2025-07-08 | 13F | Persium Advisors, LLC | 785 894 | 4,81 | 21 746 | 9,10 | ||||
| 2025-07-10 | 13F | Kozak & Associates, Inc. | 2 860 | 0,53 | 80 | 12,68 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 608 | 65,28 | 128 | 71,62 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 690 | 0,29 | 19 | 5,56 | ||||
| 2025-08-05 | 13F | BCGM Wealth Management, LLC | 45 908 | 0,90 | 1 270 | 5,05 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 7 600 | 210 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 13 438 | 0,09 | 372 | 4,21 | ||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 415 563 | 2,26 | 11 499 | 6,45 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 8 530 | 236 | ||||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 19 344 | 535 | ||||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 107 734 | 72,15 | 2 981 | 79,25 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 43 732 | 216,51 | 1 210 | 229,70 | ||||
| 2025-08-14 | 13F | Avant Capital LLC | 199 752 | 0,43 | 5 527 | 4,56 | ||||
| 2025-08-08 | 13F | Firestone Capital Management | 7 276 | 201 | ||||||
| 2025-07-23 | 13F | Quarry Hill Advisors, Llc | 11 864 | 4,84 | 328 | 9,33 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 58 481 | 0,01 | 1 618 | 4,12 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 22 822 | 436,48 | 667 | 489,38 | ||||
| 2025-08-07 | 13F | Alpha Cubed Investments, LLC | 24 250 | 17,68 | 671 | 22,49 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 56 339 | 1 559 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 2 286 562 | 1,89 | 63 269 | 6,07 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 16 935 | 0,36 | 469 | 4,46 | ||||
| 2025-08-11 | 13F | Lcnb Corp | 548 735 | 15,00 | 15 183 | 19,71 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 167 | 0,73 | 115 | 5,50 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 144 861 | 10 | ||||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 182 830 | 29,41 | 5 059 | 34,70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 572 290 | 2,22 | 15 835 | 6,41 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 7 316 | 202 | ||||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 55 670 | 0,10 | 1 540 | 4,19 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 54 608 | 1,53 | 1 511 | 5,74 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 107 100 | 395,83 | 2 963 | 416,20 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 19 415 | 1,48 | 537 | 5,71 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 8 175 | 226 | ||||||
| 2025-08-05 | 13F | Dravo Bay Llc | 1 163 659 | 0,41 | 32 801 | 6,49 | ||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 21 555 | 0,23 | 1 | |||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 34 603 | 957 | ||||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 545 | 15 | ||||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 1 404 | 0,36 | 39 | 2,70 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 107 093 | 329,42 | 2 963 | 347,58 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 173 720 | 16,03 | 4 807 | 20,78 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 485 | 41 | ||||||
| 2025-07-17 | 13F | Robbins Farley Llc | 5 929 | 40,56 | 164 | 46,43 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 5 233 | 35,43 | 0 | |||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 22 608 | 0,40 | 626 | 4,52 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 9 733 | 14,48 | 269 | 19,56 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 108 600 | 1 045,93 | 3 005 | 1 096,81 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 248 503 | 75,13 | 6 876 | 82,34 | ||||
| 2025-07-10 | 13F | Bigelow Investment Advisors, LLC | 58 128 | 2,99 | 1 608 | 7,20 | ||||
| 2025-08-07 | 13F | WESCAP Management Group, Inc. | 23 151 | 15,97 | 641 | 20,75 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 37 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 98 409 | 6,35 | 2 723 | 10,70 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 54 851 | 2,23 | 1 518 | 6,38 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 980 931 | 3,69 | 331 516 | 7,94 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 5 364 | 2,31 | 148 | 6,47 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 49 563 | 39,97 | 1 371 | 45,70 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 378 478 | 17,52 | 10 472 | 22,34 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 313 740 | 6,68 | 8 681 | 11,07 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12 535 | 2,71 | 347 | 6,79 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 650 | 18 | ||||||
| 2025-08-04 | 13F | Leeward Financial Partners, LLC | 172 541 | 1,37 | 4 774 | 5,53 | ||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 492 | 6,03 | 14 | 8,33 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 12 281 | 0,66 | 340 | 4,63 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 65 296 | 1,47 | 1 807 | 5,61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 704 545 | 6,78 | 19 495 | 11,16 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 11 307 | 0,08 | 313 | 4,00 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 182 496 | 5 050 | ||||||
| 2025-08-07 | 13F | Retirement Investment Advisors, Inc. | 144 749 | 0,37 | 4 005 | 4,49 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 14 356 | 0,45 | 397 | 4,75 | ||||
| 2025-08-01 | 13F | Zhang Financial LLC | 17 766 | 6,28 | 492 | 10,59 | ||||
| 2025-07-30 | 13F | Wedgewood Investors Inc /pa/ | 7 389 | 204 | ||||||
| 2025-08-05 | 13F | Ring Mountain Capital, LLC | 23 136 | 0,26 | 648 | 5,55 | ||||
| 2025-08-05 | 13F | Atlas Wealth Partners, LLC | 26 475 | 4,93 | 1 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 8 827 | 244 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 417 376 | 48,31 | 11 549 | 54,39 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 9 969 | 0,34 | 276 | 4,17 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 126 252 | 4,92 | 3 | 0,00 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 92 984 | 5,80 | 2 573 | 10,15 | ||||
| 2025-08-13 | 13F | Custom Index Systems, Llc | 105 573 | 8,41 | 2 921 | 12,87 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 175 707 | 193,05 | 4 862 | 205,15 | ||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 14 439 | 0,18 | 400 | 4,18 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 68 461 | 1 894 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 14 978 | 18,53 | 422 | 34,82 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 1 067 441 | 2,01 | 29 536 | 6,19 | ||||
| 2025-07-03 | 13F | Collective Family Office Llc | 7 813 | 216 | ||||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 3 688 | 0,52 | 102 | 5,15 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 8 144 | 225 | ||||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 245 363 | 4,46 | 6 789 | 8,75 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12 952 | 27,42 | 358 | 32,59 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 114 779 | 4,35 | 3 176 | 8,62 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 30 970 | 8,25 | 857 | 12,63 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 8 254 | 0,52 | 228 | 4,59 | ||||
| 2025-08-07 | 13F | Everhart Financial Group, Inc. | 166 535 | 8,28 | 4 608 | 12,75 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 75 711 | 47,13 | 2 095 | 53,18 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 26 914 | 0,79 | 745 | 4,94 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 628 787 | 17,97 | 72 739 | 22,81 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 119 | 3 | ||||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 47 694 | 6,26 | 1 320 | 10,56 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8 633 | 239 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 40 151 | 1 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 656 713 | 0,99 | 18 171 | 5,13 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 10 023 | 22,34 | 277 | 27,65 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 52 332 | 1 448 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield, Inc. | 439 | 0,46 | 12 | 9,09 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 8 679 | 240 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 188 606 | 348,11 | 5 219 | 366,73 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 9 344 | 22,02 | 259 | 27,09 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 91 317 | 2 527 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 431 200 | 6,70 | 11 931 | 11,08 | ||||
| 2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 126 913 | 4,49 | 3 512 | 8,77 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 75 466 | 0,66 | 2 114 | 12,63 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 312 | 9 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 48 749 | 2,00 | 1 349 | 6,14 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 2 348 | 86,50 | 65 | 93,94 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1 227 430 | 3,93 | 33 963 | 8,19 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 9 767 | 0,10 | 270 | 4,25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 48 623 | 1,44 | 1 345 | 5,57 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 12 017 | 0,06 | 333 | 5,73 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 13 828 | 0,02 | 383 | 4,09 | ||||
| 2025-07-14 | 13F/A | Seek First Inc. | 518 131 | 7,07 | 14 337 | 11,45 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 88 259 | 2 457 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 14 911 | 0,09 | 413 | 4,30 | ||||
| 2025-07-15 | 13F | Total Wealth Planning, Llc | 312 556 | 9,58 | 8 648 | 14,07 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 3 041 | 84 | ||||||
| 2025-07-22 | 13F | Joule Financial, LLC | 40 070 | 1,69 | 1 109 | 5,83 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 24 764 | 1,57 | 685 | 13,79 | ||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 16 911 | 1,73 | 468 | 5,90 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15 637 | 3,09 | 433 | 7,20 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8 041 | 4,48 | 223 | 8,82 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 368 869 | 23,15 | 65 547 | 28,20 | ||||
| 2025-07-21 | 13F | Kennebec Savings Bank | 4 601 | 12,19 | 127 | 16,51 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 269 081 | 7,57 | 7 445 | 11,97 | ||||
| 2025-07-15 | 13F | Alpha Omega Wealth Management LLC | 7 536 | 209 | ||||||
| 2025-07-01 | 13F | Burkett Financial Services, Llc | 29 156 | 0,53 | 807 | 4,68 | ||||
| 2025-08-08 | 13F | Creative Planning | 772 113 | 1,50 | 21 364 | 5,67 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 458 382 | 1,52 | 12 683 | 5,68 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 20 857 | 6,52 | 577 | 10,96 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 11 543 | 9,65 | 0 | |||||
| 2025-08-08 | 13F | Apex Wealth Management, LLC | 147 405 | 4 079 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 35 543 | 0,46 | 1 004 | 9,98 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 16 355 | 453 | ||||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 34 885 | 0,11 | 965 | 4,21 | ||||
| 2025-08-14 | 13F | Paces Ferry Wealth Advisors, Llc | 217 272 | 0,19 | 6 012 | 4,29 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 75 432 | 0,11 | 2 087 | 4,25 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 136 285 | 0,03 | 31 441 | 4,13 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 661 712 | 3,54 | 18 310 | 7,78 | ||||
| 2025-08-15 | 13F | Synergy Financial Group, LTD | 7 416 | 205 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 23 482 | 650 | ||||||
| 2025-07-17 | 13F | Cornerstone Wealth Advisors, Inc. | 585 360 | 1,43 | 16 197 | 5,58 | ||||
| 2025-08-13 | 13F | Elgethun Capital Management | 73 805 | 0,43 | 2 042 | 4,56 | ||||
| 2025-08-13 | 13F | Strategic Family Wealth Counselors, L.L.C. | 17 036 | 0,29 | 471 | 4,43 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 33 699 | 15,81 | 932 | 20,57 | ||||
| 2025-07-15 | 13F | Santori & Peters, Inc. | 32 504 | 0,14 | 899 | 4,29 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 17 301 | 7,36 | 479 | 11,68 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 44 612 | 1,49 | 1 234 | 5,65 | ||||
| 2025-07-31 | 13F | Vaughan David Investments Inc/il | 13 338 | 0,18 | 0 | |||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 1 233 | 0 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 57 185 | 29 225,64 | 1 623 | 32 360,00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 95 101 | 0,53 | 2 631 | 4,65 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 93 925 | 0,51 | 2 599 | 4,63 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 36 023 | 43,52 | 997 | 49,33 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 32 992 117 | 0,02 | 912 892 | 4,12 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 274 001 | 2,13 | 7 582 | 6,33 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 15 096 | 2,85 | 0 | |||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 13 224 | 366 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 436 697 | 5,25 | 12 083 | 13,71 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 85 054 | 14,83 | 2 | 100,00 | ||||
| 2025-07-17 | 13F | Mokosak Advisory Group, LLC | 2 911 430 | 1,60 | 80 559 | 5,77 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 10 031 | 16,23 | 278 | 20,96 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 488 069 | 29,62 | 13 505 | 34,93 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-07 | 13F | Avenue 1 Advisors, LLC | 1 103 342 | 5,96 | 30 529 | 10,30 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 30 001 | 0,61 | 830 | 4,80 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 590 975 | 13,12 | 16 | 23,08 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 9 871 | 273 | ||||||
| 2025-08-12 | 13F | Cooper/haims Advisors, Llc | 12 789 | 0,79 | 354 | 4,75 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 31 732 | 878 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 995 771 | 39,17 | 27 553 | 44,87 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 78 760 | 11,45 | 2 179 | 16,03 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 17 160 | 475 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 53 583 | 1 483 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 12 495 | 13,11 | 346 | 17,75 | ||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 17 038 | 471 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 669 217 | 14,14 | 18 517 | 21,14 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 25 319 | 2 667,10 | 1 | −100,00 | ||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 15 345 | 5,34 | 425 | 9,56 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 114 592 | 3 171 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 1 062 422 | 8,77 | 29 397 | 13,24 | ||||
| 2025-09-09 | 13F | Cambridge Financial Group, LLC | 88 555 | 1,32 | 2 450 | 5,74 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 117 | 0,86 | 3 | 0,00 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 15 106 | 0,01 | 418 | 3,99 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 48 794 | 0,05 | 1 350 | 4,17 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 120 742 | 0,34 | 3 341 | 4,44 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 477 459 | 13 211 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 120 449 | 7,82 | 3 333 | 12,23 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 269 783 | 34,07 | 7 880 | 47,34 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 28 671 | 0,20 | 793 | 4,34 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 693 618 | 18,26 | 19 | 26,67 | ||||
| 2025-08-06 | 13F | Kcm Investment Advisors Llc | 8 602 | 238 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 1 537 451 | 7,29 | 42 541 | 11,69 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 93 257 | 2,74 | 2 595 | 7,59 | ||||
| 2025-08-07 | 13F | Cahill Financial Advisors Inc | 184 072 | 7,57 | 5 093 | 11,98 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 195 326 | 5,37 | 5 405 | 9,70 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 24 194 | 24,58 | 669 | 29,65 | ||||
| 2025-07-21 | 13F | Keb Asset Management, Llc | 48 495 | 0,53 | 1 342 | 4,60 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 900 | 25 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 160 918 | 298,94 | 4 453 | 315,30 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 9 246 | 9,30 | 256 | 13,84 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 7 742 | 214 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 581 588 | 9,43 | 16 093 | 13,92 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 32 313 | 884 | ||||||
| 2025-07-16 | 13F | Kiley Juergens Wealth Management, Llc | 45 526 | 5,84 | 1 260 | 10,15 | ||||
| 2025-08-14 | 13F | Financial Advisors Network, Inc. | 915 554 | 5,34 | 25 333 | 9,66 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 18 327 | 21,43 | 507 | 26,43 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 468 | 13 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 4 544 933 | 18,44 | 125 758 | 23,29 | ||||
| 2025-08-06 | 13F | Disciplined Investors, L.L.C. | 10 608 | 0,26 | 294 | 4,27 | ||||
| 2025-07-31 | 13F | DDD Partners, LLC | 131 835 | 1,87 | 3 648 | 6,05 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 945 455 | 26 161 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 827 149 | 5,62 | 50 557 | 9,95 | ||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 281 500 | 7 789 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 20 615 | 2,89 | 570 | 7,14 | ||||
| 2025-07-22 | 13F | Evensky & Katz LLC | 3 199 | 0,44 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 205 750 | 0,12 | 5 693 | 4,23 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 8 025 | 222 | ||||||
| 2025-08-14 | 13F | Waterford Advisors, LLC | 336 201 | 130,47 | 4 133 | 6,60 | ||||
| 2025-07-29 | 13F | Financial Synergies Wealth Advisors, Inc. | 10 698 | 0,37 | 296 | 4,59 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 1 950 | 54 | ||||||
| 2025-07-15 | 13F | McCarthy & Cox | 19 835 | 549 | ||||||
| 2025-07-25 | 13F | Retirement Planning Group, Llc / Ny | 11 674 | 11,87 | 323 | 16,61 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 42 044 | 3,53 | 1 163 | 7,78 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4 405 | 0,52 | 122 | 4,31 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 8 643 | 0,46 | 239 | 4,82 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 943 657 | 0,97 | 26 111 | 5,11 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 178 205 | 0,68 | 4 646 | −1,25 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 138 975 | 4,76 | 3 845 | 9,05 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 60 818 | 3,84 | 1 683 | 8,10 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 8 687 414 | 5,33 | 240 370 | 9,66 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 11 825 | 0,07 | 327 | 4,14 | ||||
| 2025-07-17 | 13F | First County Bank /CT/ | 38 448 | 21,20 | 1 064 | 26,10 | ||||
| 2025-07-11 | 13F | Coastwise Capital Group, LLC | 149 929 | 21,16 | 4 149 | 26,12 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 8 362 | 0,52 | 231 | 4,52 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 295 971 | 54,78 | 8 190 | 61,14 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 304 620 | 7,89 | 8 097 | 10,00 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 41 126 | 84,40 | 1 138 | 92,06 | ||||
| 2025-08-15 | 13F | ROSS\JOHNSON & Associates LLC | 283 | 23,04 | 8 | 16,67 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 5 703 | 9,15 | 158 | 13,77 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 7 256 | 0 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 149 933 | 12,10 | 31 819 | 16,69 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 85 277 | 26,32 | 2 360 | 31,49 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 10 498 | 0,43 | 290 | 4,69 | ||||
| 2025-08-08 | 13F | Brickley Wealth Management | 14 112 | 10,60 | 390 | 15,04 | ||||
| 2025-07-15 | 13F | EWG Elevate Inc. | 351 064 | 3,95 | 9 714 | 8,21 | ||||
| 2025-07-09 | 13F | Riversedge Advisors, Llc | 81 306 | 3,53 | 2 250 | 7,76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 14 586 | 26,90 | 404 | 32,13 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 209 516 | 2,85 | 5 797 | 7,07 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 125 092 | 3,79 | 3 461 | 8,05 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 45 979 | 43,23 | 1 272 | 49,12 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 602 557 | 0,23 | 16 673 | 4,34 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 30 902 | 202,01 | 855 | 215,50 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 33 640 | 5,19 | 931 | 9,41 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 119 667 | 0,98 | 3 311 | 5,14 | ||||
| 2025-08-07 | 13F | Resolute Advisors LLC | 19 794 | 0,53 | 548 | 4,59 | ||||
| 2025-07-17 | 13F | RBA Wealth Management, LLC | 9 271 | 0,37 | 257 | 4,49 | ||||
| 2025-08-14 | 13F | Bishop & Co Investment Management, LLC | 343 274 | 6,00 | 9 498 | 10,34 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 171 749 | 5,50 | 4 752 | 9,82 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 695 293 | 4,09 | 19 239 | 8,35 | ||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 1 110 461 | 0,41 | 30 726 | 4,52 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 15 837 | 2,60 | 438 | 20,66 | ||||
| 2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 533 804 | 1,62 | 14 770 | 5,79 | ||||
| 2025-07-21 | 13F | Warner Financial, Inc | 140 145 | 2,26 | 4 | 0,00 | ||||
| 2025-07-18 | 13F | Schaeffer Financial LLC | 94 054 | 2,91 | 2 602 | 7,12 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 57 881 | 128,31 | 1 594 | 138,98 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 13 576 | 0,02 | 376 | 4,17 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3 545 | 98 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 851 158 | 129,12 | 23 552 | 138,52 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 36 425 | 0,37 | 1 008 | 4,46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 456 | 13 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 174 487 | 40,94 | 4 828 | 46,75 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 7 387 | 204 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 601 228 | 1,16 | 17 069 | 12,41 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 3 434 | 0,53 | 95 | 5,56 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 124 491 | 3 | ||||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 672 | 622,58 | 19 | 800,00 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 40 960 | 0,53 | 1 133 | 4,62 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 325 | 0,31 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 3 569 177 | 1,29 | 98 759 | 5,44 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 7 917 | 0,53 | 219 | 4,78 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 253 527 | 3,21 | 7 015 | 7,46 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 7 446 | 206 | ||||||
| 2025-07-18 | 13F | Cooper Financial Group | 1 875 033 | 19,48 | 51 882 | 24,38 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 31 756 | 28,63 | 879 | 33,84 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 225 649 | 1,17 | 6 244 | 5,31 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus Long/Short Equity Fund Investor Shares | Short | −513 421 | −13 241 | |||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 12 163 | 21,89 | 337 | 26,79 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 25 939 | 718 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 196 294 | 158,37 | 5 433 | 169,04 | ||||
| 2025-07-22 | 13F | Gemmer Asset Management LLC | 4 439 368 | 3,04 | 122 837 | 7,27 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 831 | 22 | ||||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 92 987 | 1,50 | 2 573 | 5,67 | ||||
| 2025-07-24 | 13F | Von Berge Wealth Management Group, LLC | 153 341 | 0,04 | 4 318 | 10,01 | ||||
| 2025-08-07 | 13F | Commerce Bank | 7 792 | 216 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 099 529 | 40,19 | 30 424 | 45,94 | ||||
| 2025-07-11 | 13F | Vanguard Capital Wealth Advisors This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43 114 | 25,32 | 1 193 | 30,42 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 27 900 | 53,45 | 792 | 67,09 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 8 692 | 241 | ||||||
| 2025-07-07 | 13F | First Community Trust Na | 1 188 | 33 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 275 495 | 32,97 | 7 623 | 38,41 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 7 533 | 208 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 83 495 | 111,24 | 2 310 | 120,00 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 67 383 | 1 864 | ||||||
| 2025-07-07 | 13F | Teamwork Financial Advisors, LLC | 999 701 | 46,96 | 27 662 | 52,98 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 700 914 | 31,96 | 19 394 | 37,38 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 14 910 | 413 | ||||||
| 2025-07-24 | 13F | Aurora Private Wealth, Inc. | 13 111 | 0 | ||||||
| 2025-08-06 | 13F | Geometric Wealth Advisors | 13 229 | 0,29 | 366 | 4,57 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 1 881 437 | 25,93 | 52 059 | 31,09 | ||||
| 2025-07-29 | 13F | FLC Capital Advisors | 13 907 | 385 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 206 929 | 5 726 | ||||||
| 2025-08-14 | 13F | Camden Capital, LLC | 25 482 | 705 | ||||||
| 2025-08-13 | 13F | Mayfair Advisory Group, LLC | 21 926 | 0,53 | 614 | 5,87 | ||||
| 2025-07-14 | 13F | Foster Group, Inc. | 7 890 | 218 | ||||||
| 2025-07-25 | 13F | Cascade Investment Advisors, Inc. | 14 924 | 0,26 | 413 | 4,30 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 43 062 193 | 5,96 | 1 191 532 | 10,30 | ||||
| 2025-08-14 | 13F | Boyer & Corporon Wealth Management, LLC | 67 399 | 0,20 | 1 865 | 4,31 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44 947 | 1,33 | 1 244 | 5,43 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 79 231 | 3,19 | 2 192 | 7,45 | ||||
| 2025-08-11 | 13F | Brown Wealth Management, Llc | 151 567 | 62,04 | 4 194 | 68,66 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 100 916 | 759,81 | 2 792 | 797,75 | ||||
| 2025-08-08 | 13F | Westbourne Investment Advisors, Inc. | 148 383 | 2,00 | 4 106 | 6,18 | ||||
| 2025-07-28 | 13F | Smart Portfolios, LLC | 25 955 | 0,33 | 718 | 4,51 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 17 386 | 1,11 | 481 | 5,25 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 16 086 | 445 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 31 166 | 862 | ||||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 24 347 | 2,40 | 674 | 6,66 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 64 665 | 703,09 | 1 789 | 735,98 | ||||
| 2025-07-25 | 13F | Verdence Capital Advisors LLC | 12 461 | 0,41 | 345 | 4,56 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 334 791 | 9 264 | ||||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 19 207 | 3,09 | 531 | 7,27 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 1 138 942 | 0,45 | 31 515 | 4,57 | ||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 618 080 | 3,14 | 17 102 | 8,43 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 28 207 | 13,87 | 1 | |||||
| 2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 33 744 | 3,81 | 934 | 7,99 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 8 379 | 232 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 238 046 | 6 587 | ||||||
| 2025-07-23 | 13F | Sachetta, LLC | 32 250 | 0,00 | 892 | 4,08 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 832 273 | 4,49 | 23 | 9,52 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 13 019 | 0,18 | 360 | 4,35 | ||||
| 2025-07-14 | 13F | Hoey Investments, Inc | 33 371 | 0,62 | 923 | 4,77 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 9 369 | 260 | ||||||
| 2025-07-15 | 13F | James J. Burns & Company, LLC | 380 088 | 1,08 | 10 517 | 5,22 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 312 063 | 1,97 | 8 635 | 6,15 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 44 115 | 0,01 | 1 221 | 4,10 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 667 556 | 74,72 | 18 471 | 81,89 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 128 255 | 4,82 | 3 549 | 9,10 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 7 839 | 0,22 | 217 | 4,35 | ||||
| 2025-09-03 | 13F | American Trust | 52 858 | 1 463 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 259 879 | 1,51 | 7 191 | 5,67 | ||||
| 2025-07-22 | 13F | Noble Family Wealth, LLC | 723 329 | 7,75 | 20 015 | 12,17 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 226 836 | 10,47 | 6 277 | 15,01 | ||||
| 2025-07-10 | 13F | Fortress Wealth Management, Inc. | 90 654 | 0,19 | 2 508 | 4,33 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 78 280 | 10,97 | 2 166 | 15,47 | ||||
| 2025-07-14 | 13F | Cathy Pareto & Associates, Inc | 192 841 | 6,16 | 5 336 | 10,50 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 48 | 1 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 7 282 | 201 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 12 092 | 10,62 | 335 | 15,17 | ||||
| 2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 2 942 753 | 0,99 | 81 426 | 5,13 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 1 759 | 0,06 | 49 | 4,35 | ||||
| 2025-07-02 | 13F | Marotta Asset Management | 12 647 | 128,12 | 350 | −21,57 | ||||
| 2025-07-24 | 13F | Greenwood Gearhart Inc | 21 684 | 5,07 | 600 | 9,31 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 1 125 858 | 8,33 | 31 152 | 12,78 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 25 344 | 0,51 | 701 | 4,63 | ||||
| 2025-08-13 | 13F/A | Bradyco, Inc. | 7 539 | 209 | ||||||
| 2025-07-09 | 13F | Thrive Wealth Management, LLC | 284 817 | 18,52 | 7 881 | 23,38 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 60 167 | 1,04 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 43 747 | 1 801,22 | 1 210 | 1 883,61 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 357 | 10 | ||||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 343 935 | 4,59 | 9 517 | 8,88 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 45 425 | 1,85 | 1 257 | 5,99 | ||||
| 2025-08-14 | 13F | Valley Forge Investment Consultants Inc Adv | 76 417 | 0,12 | 2 114 | 4,24 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 744 | 0,54 | 104 | 5,10 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 867 | 24 | ||||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 17 389 | 481 | ||||||
| 2025-07-14 | 13F | Whitener Capital Management, Inc. | 47 056 | 6,22 | 1 302 | 10,62 | ||||
| 2025-07-22 | 13F | Keudell/Morrison Wealth Management | 7 802 | 0,03 | 216 | 3,86 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 55 331 | 0,08 | 1 531 | 4,22 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 198 493 | 13,62 | 5 492 | 18,29 | ||||
| 2025-08-06 | 13F | Summit Wealth & Retirement Planning, Inc. | 1 646 926 | 0,53 | 45 570 | 4,65 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 20 765 | 0,08 | 575 | 4,17 | ||||
| 2025-07-11 | 13F | Myecfo, Llc | 69 640 | 1,22 | 1 927 | 5,36 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 985 530 | 1,25 | 27 270 | 5,40 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 1 621 | 3,31 | 45 | 7,32 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 11 103 | 307 | ||||||
| 2025-07-17 | 13F | XML Financial, LLC | 1 204 671 | 3,00 | 33 333 | 7,22 | ||||
| 2025-07-22 | 13F | Hrc Wealth Management, Llc | 1 276 023 | 6,35 | 35 308 | 10,71 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 68 525 | 7,47 | 1 896 | 11,86 | ||||
| 2025-08-13 | 13F | Berkshire Asset Management Llc/pa | 234 214 | 1,85 | 6 481 | 7,57 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 15 950 | 441 | ||||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 42 099 | 53,93 | 1 165 | 60,33 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 121 260 | 3 355 | ||||||
| 2025-08-12 | 13F | Goepper Burkhardt LLC | 464 973 | 0,38 | 12 866 | 4,49 | ||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 7 602 | 0,33 | 210 | 4,48 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 25 226 | 12,51 | 1 | |||||
| 2025-07-31 | 13F | New Hampshire Trust | 52 860 | 1,19 | 1 463 | 5,33 | ||||
| 2025-08-12 | 13F | Cadence Wealth Management LLC | 190 360 | 18,37 | 5 267 | 23,23 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 16 296 | 1 271,72 | 451 | 1 351,61 | ||||
| 2025-07-17 | 13F | TBH Global Asset Management, LLC | 43 156 | 289,85 | 1 219 | 314,29 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 1 815 693 | 3,23 | 50 240 | 7,47 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 15 292 | 39,18 | 423 | 44,86 | ||||
| 2025-07-17 | 13F | Emerald Advisors, LLC | 67 729 | 0,55 | 1 874 | 4,69 | ||||
| 2025-07-08 | 13F | Granite Bay Wealth Management, LLC | 7 639 | 0,53 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 2 105 587 | 10,28 | 58 | 16,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 127 | 27,00 | 4 | 50,00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 8 126 | 0,07 | 225 | 4,19 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10 403 | 15,89 | 291 | 23,40 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 12 542 | 2 712,11 | 347 | 3 054,55 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 4 191 | 116 | ||||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 20 462 | 566 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 406 546 | 7,24 | 11 249 | 11,69 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 842 086 | 3,99 | 23 301 | 8,25 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 205 930 | 5,27 | 5 698 | 9,60 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 2 419 | 47,59 | 66 | 53,49 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 086 761 | 30 071 | ||||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 24 759 | 26,91 | 685 | 32,24 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 951 | 993,10 | 26 | 1 200,00 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 831 | 23 | ||||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 13 000 | 116,67 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 9 821 | 1,49 | 272 | 7,54 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 29 776 | 30,49 | 824 | 35,81 |
