Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i iShares Trust - iShares 1-3 Year Treasury Bond ETF inkluderar Criteria Caixa, S.a.u., Kaydan Wealth Management, Inc., Wooster Corthell Wealth Management, Inc., MSMR - McElhenny Sheffield Managed Risk ETF, Portfolio Design Labs, LLC, KADENSA CAPITAL Ltd, Divergent Planning, LLC, First American Trust, Fsb, Semitam Bonam Llc, CBM Financial, LLC, DSG Capital Advisors, LLC, Boreal Capital Management LLC, Traub Capital Management LLC, SFG Wealth Management, LLC., Milestones Private Investment Advisors LLC, Midwest Trust Co, City Center Advisors, LLC, Andrew Hill Investment Advisors, Inc., Westwood Wealth Management, och Pacific Point Advisors, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Northern Trust Corp | 46 819 | 1,92 | 3 879 | 2,08 | ||||
| 2025-08-08 | 13F | Banco Bilbao Vizcaya Argentaria, S.a. | 38 728 | 1,97 | 3 195 | 1,36 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 6 656 | 1,77 | 552 | 1,85 | ||||
| 2025-07-14 | 13F | Lewis Asset Management, LLC | 2 834 | 1,72 | 235 | 1,74 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 911 | 2 362,16 | 75 | 2 400,00 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 19 023 | 39,62 | 1 576 | 39,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 5 886 | 0,12 | 488 | 0,21 | ||||
| 2025-08-14 | 13F | Valley Financial Group, Inc. | 3 122 | 259 | ||||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 31 618 | 3,50 | 2 620 | 3,64 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 145 806 | 2,72 | 12 082 | 2,88 | ||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 6 534 | 541 | ||||||
| 2025-07-16 | 13F/A | CX Institutional | 352 487 | 35,13 | 29 | 38,10 | ||||
| 2025-07-22 | 13F | Peoples Bank /oh | 43 181 | 15,72 | 3 578 | 15,87 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 414 500 | 27,78 | 34 346 | 27,99 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 3 773 | 1,95 | 313 | 1,96 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 4 479 | 49,85 | 371 | 50,20 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 4 854 | 58,16 | 402 | 58,89 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 1 983 | 0,86 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 32 356 | 0,16 | 2 681 | 0,34 | ||||
| 2025-07-28 | 13F | Omnia Family Wealth, LLC | 2 794 | 3,25 | 232 | 3,59 | ||||
| 2025-07-09 | 13F | Veracity Capital LLC | 16 929 | 3,45 | 1 403 | 3,62 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 58 475 | 7,37 | 4 845 | 7,55 | ||||
| 2025-07-08 | 13F | Beacon Wealthcare LLC | 93 080 | 2,06 | 7 713 | 2,23 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 74 817 | 83,90 | 6 199 | 84,22 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 6 978 | 0,10 | 578 | 0,35 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 28 349 | 5,65 | 2 349 | 5,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 180 332 | 5,42 | 97 802 | 5,58 | ||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 9 484 | 7,13 | 785 | 8,14 | ||||
| 2025-04-28 | 13F | Pinnacle Financial Partners Inc | 275 763 | 30,55 | 22 814 | 31,75 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 200 866 | 2,52 | 16 644 | 2,68 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 51 585 | 1,27 | 4 274 | 1,42 | ||||
| 2025-07-11 | 13F | Bouvel Investment Partners, LLC | 25 481 | 2 111 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 11 683 | 19,17 | 968 | 19,36 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 29 501 | 0,01 | 2 444 | 0,16 | ||||
| 2025-07-23 | 13F | Financial Life Advisors | 2 650 | 0,61 | 220 | 0,92 | ||||
| 2025-07-25 | 13F | Investment Advisory Group, LLC | 34 497 | 1,02 | 2 858 | 1,20 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 6 153 | 85,28 | 510 | 85,77 | ||||
| 2025-06-26 | NP | ROMO - Strategy Shares Newfound/ReSolve Robust Momentum ETF | 151 695 | 185,44 | 12 609 | 188,31 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 22 877 | 1,87 | 1 896 | 2,05 | ||||
| 2025-08-07 | 13F | Guidance Capital, Inc | 5 305 | 0,06 | 438 | 0,23 | ||||
| 2025-08-12 | 13F | Camden National Bank | 132 261 | 5,90 | 10 959 | 6,08 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 18 087 | 1 499 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 2 904 | 2,36 | 241 | 2,56 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 13 453 | 105,11 | 1 115 | 105,54 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1 183 | 98 | ||||||
| 2025-08-13 | 13F | Crabel Capital Management, LLC | 3 425 | 15,48 | 284 | 15,51 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 35 901 | 17,96 | 2 975 | 18,16 | ||||
| 2025-08-12 | 13F | Rather & Kittrell, Inc. | 15 269 | 0,51 | 1 265 | 0,72 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 85 941 | 1,71 | 7 121 | 1,87 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 2 668 | 0,91 | 221 | 1,38 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 238 767 | 1,31 | 19 784 | 1,47 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 129 | 103,58 | 259 | 103,94 | ||||
| 2025-08-14 | 13F | Williams Jones Wealth Management, LLC. | 2 701 | 224 | ||||||
| 2025-07-15 | 13F | Postrock Partners Llc | 5 192 | 5,40 | 430 | 5,65 | ||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 356 | 29 | ||||||
| 2025-08-11 | 13F | First American Trust, Fsb | 121 205 | 10 043 | ||||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 11 663 | 16,74 | 966 | 16,95 | ||||
| 2025-07-17 | 13F | White Pine Investment CO | 131 009 | 4,42 | 11 | 0,00 | ||||
| 2025-07-24 | 13F | Davis-rea Ltd. | 33 030 | 2 737 | ||||||
| 2025-07-31 | 13F | Mader & Shannon Wealth Management, Inc. | 443 597 | 36 756 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 5 150 | 8,42 | 427 | 8,67 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 12 | 500,00 | 1 | |||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 19 423 | 288,07 | 1 609 | 288,65 | ||||
| 2025-07-17 | 13F | Symmetry Partners, LLC | 100 709 | 6,14 | 8 345 | 6,29 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 28 766 | 2 384 | ||||||
| 2025-07-28 | 13F | Patten & Patten Inc/tn | 45 976 | 8,25 | 3 810 | 8,43 | ||||
| 2025-08-12 | 13F | Mcdonald Partners Llc | 11 683 | 181,11 | 968 | 182,22 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 120 556 | 8,53 | 9 989 | 8,71 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 66 683 | 74,20 | 5 525 | 74,51 | ||||
| 2025-07-22 | 13F | MAS Advisors LLC | 6 055 | 502 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 17 174 | 1 423 | ||||||
| 2025-08-11 | 13F | Dorsey Wright & Associates | 22 077 | 286,98 | 1 829 | 287,50 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 17 752 | 1,04 | 1 471 | 1,17 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 328 | 0,92 | 27 | 3,85 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 446 | 12,63 | 0 | |||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 2 750 | 0,36 | 228 | 0,44 | ||||
| 2025-07-23 | 13F | L.K. Benson & Company, P.C. | 5 152 | 0,10 | 427 | 0,24 | ||||
| 2025-07-18 | 13F | Vigilare Wealth Management | 140 813 | 96,30 | 11 668 | 96,61 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 153 099 | 95,96 | 12 686 | 96,42 | ||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 1 116 | 92 | ||||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 5 072 | 420 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 285 613 | 4,71 | 23 666 | 4,87 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 2 803 | 232 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1 115 | 47,88 | 96 | 54,84 | ||||
| 2025-08-14 | 13F | Discovery Capital Management, Llc / Ct | 7 097 | 0,88 | 588 | 1,03 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 262 | 2,34 | 22 | 0,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 8 823 | 1 | ||||||
| 2025-07-29 | 13F | Ifrah Financial Services, Inc. | 148 610 | 0,07 | 12 314 | 0,23 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 1 784 | 2,76 | 148 | 2,80 | ||||
| 2025-07-22 | 13F | Old National Bancorp /in/ | 10 008 | 65,83 | 829 | 66,13 | ||||
| 2025-08-15 | 13F | Blue Edge Capital, LLC | 5 132 | 425 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 61 664 | 1,27 | 5 109 | 1,43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 721 292 | 19,95 | 59 766 | 20,14 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 4 642 | 9,40 | 385 | 9,40 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 4 089 | 66,22 | 339 | 66,50 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 12 722 | 70,24 | 1 054 | 70,55 | ||||
| 2025-08-12 | 13F | Mustico Financial Group, Inc. | 6 825 | 564 | ||||||
| 2025-08-06 | 13F | Wsfs Capital Management, Llc | 6 467 | 3,41 | 536 | 3,48 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 766 795 | 146,66 | 63 475 | 146,82 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 54 341 | 4 503 | ||||||
| 2025-08-08 | 13F | SG Americas Securities, LLC | 244 125 | 39,78 | 20 | 42,86 | ||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 5 167 | 428 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 304 | 0 | ||||||
| 2025-08-08 | 13F | Nixon Peabody Trust Co | 249 579 | 8,20 | 20 680 | 8,37 | ||||
| 2025-04-14 | 13F | Greenspring Advisors, LLC | 21 634 | 2,24 | 1 790 | 3,17 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 16 152 | 13,82 | 1 338 | 13,97 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 446 | 13,78 | 37 | 12,50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 069 365 | 21,84 | 88 608 | 22,04 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 7 567 | 627 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 68 848 | 645,11 | 5 705 | 646,60 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 7 653 | 168,24 | 634 | 168,64 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 12 646 | 1,21 | 1 048 | 1,36 | ||||
| 2025-07-14 | 13F | Gries Financial Llc | 8 458 | 0,17 | 701 | 0,29 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 15 212 | 103,34 | 1 260 | 103,88 | ||||
| 2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 29 872 | 12,91 | 2 475 | 13,12 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 26 553 | 69,02 | 2 199 | 69,34 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 402 308 | 17 655,23 | 116 195 | 17 694,03 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 3 820 | 317 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 037 | 24,28 | 169 | 24,44 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 1 538 | 0,20 | 127 | 0,79 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 7 702 | 638 | ||||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 61 619 | 5 106 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 24 777 | 2,86 | 2 | 100,00 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 263 490 | 4,49 | 21 799 | 5,44 | ||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 16 345 | 46,78 | 1 354 | 47,01 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 204 | 17 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1 367 282 | 2,76 | 113 293 | 2,93 | ||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 6 446 | 0,99 | 534 | 1,14 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 38 929 | 4,91 | 3 226 | 5,08 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 1 251 | 0,16 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 2 519 904 | 8 100,41 | 30 | −98,82 | ||||
| 2025-07-03 | 13F | Whitcomb & Hess, Inc. | 22 775 | 1,71 | 1 887 | 1,89 | ||||
| 2025-08-12 | 13F | New Republic Capital, LLC | 546 | 446,00 | 45 | 462,50 | ||||
| 2025-08-13 | 13F | D L Carlson Investment Group Inc | 26 526 | 9,91 | 2 198 | 10,07 | ||||
| 2025-08-13 | 13F | Edgestream Partners, L.P. | 84 796 | 825,92 | 7 026 | 828,14 | ||||
| 2025-07-09 | 13F | Sawyer & Company, Inc | 65 | 0 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 2 573 | 229,87 | 213 | 232,81 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 979 909 | 12,11 | 81 | 12,50 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 38 490 | 6,52 | 3 189 | 6,69 | ||||
| 2025-04-09 | 13F | Compass Investment Advisers LLC | 7 763 | 636 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 092 | 15,50 | 339 | 15,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 30 667 | 275,78 | 3 | |||||
| 2025-08-14 | 13F | Becker Capital Management Inc | 49 641 | 5,04 | 4 113 | 5,22 | ||||
| 2025-07-16 | 13F | A. D. Beadell Investment Counsel, Inc. | 6 069 | 9,83 | 1 | |||||
| 2025-07-09 | 13F | Biltmore Wealth Management, LLC | 11 416 | 0,62 | 946 | 0,75 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 25 880 | 2 144 | ||||||
| 2025-08-25 | 13F | Fulcrum Equity Management | 9 475 | 785 | ||||||
| 2025-08-11 | 13F | America First Investment Advisors, LLC | 452 822 | 0,27 | 37 521 | 0,42 | ||||
| 2025-07-23 | 13F | Center For Asset Management LLC | 2 636 | 216 | ||||||
| 2025-07-22 | 13F | SOL Capital Management CO | 3 467 | 0 | ||||||
| 2025-07-29 | 13F | Oxbow Advisors, LLC | 9 337 | 99,13 | 774 | 99,74 | ||||
| 2025-07-08 | 13F | Martin Capital Partners, LLC | 51 441 | 69,25 | 4 | 100,00 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 2 101 | 20,82 | 174 | 21,68 | ||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 56 728 | 1,41 | 4 701 | 1,56 | ||||
| 2025-07-23 | 13F | TriaGen Wealth Management LLC | 20 546 | 6,48 | 1 702 | 6,64 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 11 647 | 80,57 | 965 | 81,05 | ||||
| 2025-08-13 | 13F | All Terrain Financial Advisors, LLC | 39 454 | 5,02 | 3 269 | 5,18 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 6 957 | 1,24 | 576 | 1,41 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 13 893 | 3 130,93 | 1 151 | 3 188,57 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 19 772 | 17,59 | 1 638 | 17,76 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 7 233 | 136,53 | 599 | 137,70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 806 681 | 20,35 | 315 421 | 20,54 | ||||
| 2025-07-10 | 13F | Brady Family Wealth, Llc | 64 055 | 15,05 | 5 308 | 15,24 | ||||
| 2025-07-16 | 13F | Traveka Wealth, LLC | 4 141 | 343 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 23 772 | 2,15 | 1 970 | 2,29 | ||||
| 2025-08-12 | 13F | Personal Cfo Solutions, Llc | 17 428 | 315,05 | 1 444 | 316,14 | ||||
| 2025-08-13 | 13F | Johnson Financial Group, Inc. | 12 987 | 16,58 | 1 076 | 16,83 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 3 470 | 29,24 | 288 | 29,28 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /oh/ | 30 438 | 11,08 | 2 522 | 11,30 | ||||
| 2025-07-11 | 13F | Arrow Investment Advisors, LLC | 47 902 | 216,37 | 3 969 | 217,01 | ||||
| 2025-07-31 | 13F | Ssa Swiss Advisors Ag | 20 832 | 4,31 | 1 720 | 4,18 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 12 760 | 9,35 | 1 057 | 9,53 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 1 819 | 70,16 | 151 | 70,45 | ||||
| 2025-08-12 | 13F | Vestor Capital, Llc | 10 250 | 986,96 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 164 | 28,19 | 96 | 29,73 | ||||
| 2025-09-11 | 13F | Silicon Valley Capital Partners | 459 795 | 38 099 | ||||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 67 847 | 41,57 | 5 622 | 41,83 | ||||
| 2025-06-27 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 201 011 | 16 708 | ||||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 91 923 | 217,97 | 7 617 | 218,53 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 16 114 | 50,70 | 1 335 | 51,02 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 331 793 | 62,83 | 27 492 | 63,09 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 3 073 | 0,89 | 255 | 1,20 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 331 122 | 91,60 | 27 437 | 91,90 | ||||
| 2025-08-07 | 13F | Sollinda Capital Management LLC | 3 772 | 25,27 | 313 | 25,30 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 22 181 | 8,15 | 1 838 | 8,31 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 456 099 | 12,83 | 37 792 | 13,00 | ||||
| 2025-07-07 | 13F | TruWealth Advisors, LLC | 2 573 | 1,74 | 213 | 1,91 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 951 | 659 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11 575 | 3,66 | 959 | 3,90 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 21 546 | 79,40 | 1 785 | 79,76 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 9 444 | 282,35 | 783 | 283,33 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 4 950 | 410 | ||||||
| 2025-08-13 | 13F | Portfolio Design Labs, LLC | 188 265 | 15 600 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 208 636 | 905,57 | 17 288 | 907,40 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 2 758 | 5,35 | 229 | 5,56 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 78 861 | 7 | ||||||
| 2025-07-16 | 13F | Arkansas Financial Group, Inc. | 2 591 | 3,93 | 213 | 3,90 | ||||
| 2025-07-07 | 13F | Lwm Advisors Inc | 8 460 | 3,42 | ||||||
| 2025-08-14 | 13F | IPG Investment Advisors LLC | 5 193 | 4,44 | 430 | 4,62 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 4 855 | 1,57 | 402 | 1,77 | ||||
| 2025-07-31 | 13F | Ndwm Llc | 19 505 | 0,07 | 1 616 | 0,25 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 751 385 | 38,91 | 62 260 | 39,13 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 7 098 025 | 123,16 | 588 142 | 123,51 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 44 726 | 8,63 | 3 706 | 8,78 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 91 339 | 2,95 | 7 568 | 3,11 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 64 047 | 60,01 | 5 307 | 61,72 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 6 201 | 50,29 | 514 | 50,44 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 14 398 | 81,77 | 1 193 | 82,14 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 65 199 | 53,86 | 5 379 | 52,81 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 13 131 | 1,28 | 1 088 | 1,49 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 3 085 | 24,14 | 256 | 24,39 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 24 077 | 0,95 | 1 995 | 1,06 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 5 048 | 418 | ||||||
| 2025-07-14 | 13F | Abacus Planning Group, Inc. | 74 732 | 6 192 | ||||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 9 859 | 0,90 | 817 | 0,99 | ||||
| 2025-08-11 | 13F | Core Wealth Partners LLC | 3 000 | 249 | ||||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 53 476 | 1,48 | 4 431 | 1,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 309 530 | 9,89 | 25 648 | 10,06 | ||||
| 2025-08-13 | 13F | ESL Trust Services, LLC | 2 061 | 21,66 | 171 | 21,43 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 12 908 | 1 070 | ||||||
| 2025-08-14 | 13F | Sequent Planning LLC | 68 841 | 4,61 | 5 704 | 4,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 241 596 | 20 019 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 18 862 | 13,35 | 1 563 | 13,52 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 2 529 | 210 | ||||||
| 2025-07-17 | 13F | MBA Advisors LLC | 87 407 | 54,19 | 7 243 | 54,45 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 4 048 | 5,09 | 335 | 5,35 | ||||
| 2025-08-12 | 13F | Mmbg Investment Advisors Co. | 29 354 | 7,71 | 2 432 | 7,90 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 80 424 | 19,10 | 6 664 | 19,28 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 3 855 | 319 | ||||||
| 2025-08-11 | 13F | Addison Capital Co | 9 024 | 4,69 | 748 | 4,77 | ||||
| 2025-07-14 | 13F | Wooster Corthell Wealth Management, Inc. | 269 355 | 22 319 | ||||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 2 422 | 0,79 | 201 | 1,01 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 783 | 0,13 | 64 | 0,00 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 60 435 | 10,86 | 5 008 | 11,02 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 3 010 | 249 | ||||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 163 | 150,77 | 13 | 160,00 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 4 460 | 370 | ||||||
| 2025-08-07 | 13F | Commerce Bank | 32 300 | 0,86 | 2 676 | 1,02 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 559 978 | 11,63 | 46 400 | 11,80 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 171 383 | 18,43 | 14 201 | 18,62 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 3 039 | 18,20 | 251 | 18,40 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 3 411 | 0,26 | 283 | 0,36 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /ny/ | 9 088 | 33,84 | 753 | 34,22 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 19 767 | 3,24 | 1 638 | 3,41 | ||||
| 2025-08-12 | 13F | Asset Management Group, Inc. | 4 641 | 0,96 | 385 | 1,05 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 17 782 | 0,12 | 1 473 | 0,27 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 1 357 404 | 57,22 | 112 474 | 57,46 | ||||
| 2025-08-07 | 13F | Birchcreek Wealth Management, LLC | 219 335 | 6,31 | 18 174 | 6,49 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 4 123 | 14,34 | 342 | 14,43 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 12 285 | 1 018 | ||||||
| 2025-07-16 | 13F | Amarillo National Bank | 10 822 | 3,23 | 897 | 3,34 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 35 060 | 67,72 | 2 905 | 68,02 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 111 008 | 49,74 | 92 035 | 49,89 | ||||
| 2025-08-12 | 13F | TCP Asset Management, LLC | 4 934 | 0,08 | 409 | 0,25 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 23 535 | 13,82 | 1 950 | 14,04 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 21 284 | 1,41 | 1 764 | 1,56 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 4 207 | 17,81 | 349 | 17,97 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 285 | 1,06 | 24 | 0,00 | ||||
| 2025-08-11 | 13F | Insight 2811, Inc. | 212 353 | 2,39 | 17 596 | 2,55 | ||||
| 2025-08-13 | 13F | Blue Fin Capital, Inc. | 29 535 | 3,49 | 2 447 | 4,62 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 4 549 | 377 | ||||||
| 2025-08-07 | 13F | Midwest Trust Co | 19 642 | 1 628 | ||||||
| 2025-08-14 | 13F | KADENSA CAPITAL Ltd | 160 150 | 13 270 | ||||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 96 035 | 3,52 | 7 957 | 3,69 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 23 104 | 56,13 | 1 914 | 56,37 | ||||
| 2025-07-25 | 13F | Summa Corp. | 9 690 | 61,50 | 803 | 61,69 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 102 038 | 10,73 | 8 423 | 10,35 | ||||
| 2025-07-30 | NP | OCIO - ClearShares OCIO ETF | 77 141 | 63,64 | 6 376 | 63,71 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 493 639 | 0,23 | 40 903 | 0,39 | ||||
| 2025-08-15 | 13F | Ewing Morris & Co. Investment Partners Ltd. | 6 990 | 207,39 | 579 | 114,44 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 4 798 | 42,42 | 398 | 42,81 | ||||
| 2025-08-13 | 13F | Sumitomo Mitsui Financial Group, Inc. | 118 005 | 0,86 | 9 778 | 1,01 | ||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 81 300 | 8,20 | 6 736 | 9,37 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 22 118 | 0,77 | 1 833 | 0,94 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 31 992 | 252,96 | 2 651 | 253,81 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 25 757 | 609,36 | 2 134 | 611,33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 5 258 603 | 2,81 | 435 728 | 2,97 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 6 329 | 0,36 | 524 | 0,58 | ||||
| 2025-08-01 | 13F | Bank of Jackson Hole Trust | 1 985 | 14,41 | 164 | 14,69 | ||||
| 2025-08-01 | 13F | Howard Capital Management Inc. | 23 275 | 29,41 | 1 929 | 29,66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 464 347 | 18,39 | 38 476 | 18,57 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 26 452 | 31,12 | 2 192 | 31,35 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 19 662 | 26,10 | 1 629 | 26,38 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 5 202 | 90,06 | 431 | 90,71 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 237 014 | 223,29 | 19 639 | 223,79 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 360 856 | 2,78 | 29 900 | 2,94 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 3 447 | 4,14 | 286 | 4,40 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 36 044 | 8,09 | 2 987 | 8,27 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 124 | 37,78 | 10 | 42,86 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 4 292 636 | 0,73 | 355 624 | 0,87 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 10 950 | 0,80 | 907 | 1,00 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 30 450 | 10,26 | 2 523 | 10,46 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 134 880 | 11,23 | 11 133 | 10,98 | ||||
| 2025-06-26 | NP | DWAFX - ARROW DWA BALANCED FUND CLASS A SHARES | 33 083 | 118,50 | 2 750 | 120,80 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 190 | 16 | ||||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 6 282 | 46,67 | 521 | 46,89 | ||||
| 2025-07-31 | 13F | Alamar Capital Management, LLC | 75 371 | 19,95 | 6 245 | 20,14 | ||||
| 2025-07-10 | 13F | Envision Financial LLC | 7 780 | 645 | ||||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 7 042 | 46,98 | 584 | 47,22 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 23 842 | 12,74 | 1 976 | 12,92 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 928 | 77 | ||||||
| 2025-07-09 | 13F | Chesley Taft & Associates LLC | 31 895 | 0,54 | 2 643 | 0,69 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 2 511 067 | 1,61 | 208 067 | 1,77 | ||||
| 2025-07-25 | 13F | Criteria Caixa, S.a.u. | 2 000 000 | 11 552 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 22 455 | −1,98 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 22 180 | 10,65 | 1 838 | 10,80 | ||||
| 2025-07-31 | 13F | Oppenheimer Asset Management Inc. | 81 294 | 47,83 | 6 736 | 48,08 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 1 289 609 | 0,16 | 106 857 | 0,31 | ||||
| 2025-07-21 | 13F | HighMark Wealth Management LLC | 1 171 | 97 | ||||||
| 2025-07-23 | 13F | DMG Group, LLC | 7 605 | 2,53 | 630 | 2,77 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 2 704 | 224 | ||||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 306 668 | 25 411 | ||||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 27 826 | 42,64 | 2 306 | 42,90 | ||||
| 2025-08-05 | 13F | Westwood Wealth Management | 13 500 | 1 119 | ||||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 400 | 45,45 | 33 | 50,00 | ||||
| 2025-07-28 | 13F | Founders Grove Wealth Partners, Llc | 10 743 | 11,53 | 890 | 11,81 | ||||
| 2025-06-03 | 13F | Invst, LLC | 9 648 | 182,52 | 798 | 186,02 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 44 549 | 8,00 | 3 691 | 8,18 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 707 667 | 6,50 | 58 638 | 6,67 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 11 561 | 0,99 | 958 | 1,06 | ||||
| 2025-07-09 | 13F | StrongBox Wealth, LLC | 141 855 | 6,95 | 11 754 | 7,12 | ||||
| 2025-08-11 | 13F | Trajan Wealth LLC | 4 987 | 11,52 | 413 | 11,92 | ||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 362 | 36 100,00 | 30 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 424 160 | 9,42 | 373 082 | 11,53 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 153 | 13 | ||||||
| 2025-07-22 | 13F | CPR Investments Inc. | 47 875 | 5,15 | 3 967 | 5,31 | ||||
| 2025-05-06 | 13F | JPL Wealth Management, LLC | 12 057 | 986 | ||||||
| 2025-07-28 | 13F | Aries Wealth Management | 39 397 | 16,94 | 3 264 | 17,12 | ||||
| 2025-08-06 | 13F | AIA Group Ltd | 1 411 745 | 109,11 | 116 977 | 109,44 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 832 608 | 2,93 | 68 990 | 3,09 | ||||
| 2025-07-23 | 13F | Roundview Capital LLC | 22 540 | 22,24 | 1 868 | 22,43 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 1 054 | |||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 5 821 | 1,77 | 482 | 1,90 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 32 729 | 2,89 | 2 712 | 3,04 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 23 500 | 1 946 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 105 | 0,96 | 9 | 0,00 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 2 263 | 121,21 | 188 | 122,62 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 8 900 | 154,29 | 737 | 154,67 | |||
| 2025-07-15 | 13F | Bfsg, Llc | 33 813 | 9,49 | 2 802 | 9,67 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 34 554 | 1,51 | 2 863 | 1,67 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 4 629 | 0,76 | 384 | 0,79 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 5 351 | 1,11 | 443 | 1,37 | ||||
| 2025-07-09 | 13F | Sterling Manor Financial, LLC | 81 485 | 7,52 | 6 752 | 7,69 | ||||
| 2025-08-13 | 13F | 1492 Capital Management LLC | 2 520 | 209 | ||||||
| 2025-07-28 | 13F | Hudson Capital Management LLC | 3 098 | 1,47 | 257 | 1,59 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 4 393 | 364 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 41 713 | 0,49 | 3 456 | 0,67 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 328 267 | 144,56 | 27 200 | 144,96 | ||||
| 2025-07-11 | 13F | William Howard & Co Financial Advisors Inc | 20 369 | 0,20 | 1 688 | 0,36 | ||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 19 470 | 8,32 | 1 613 | 8,47 | ||||
| 2025-08-01 | 13F | Mizuho Markets Americas Llc | 2 586 103 | 654,74 | 214 284 | 655,93 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 3 245 | 13,30 | 269 | 13,56 | ||||
| 2025-08-12 | 13F | Main Management LLC | 21 371 | 0,74 | 2 | 0,00 | ||||
| 2025-08-12 | 13F | Clearbridge Investments, LLC | 8 486 | 0,64 | 703 | 0,86 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 28 179 | 2 335 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 40 919 | 13,90 | 3 391 | 14,06 | ||||
| 2025-08-12 | 13F | Prudential Plc | 37 024 | 20,00 | 3 068 | 20,18 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 2 765 | 0,40 | 229 | 0,88 | ||||
| 2025-07-10 | 13F | Stolper Co | 8 250 | 1,63 | 1 | |||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 39 826 | 3 300 | ||||||
| 2025-07-22 | 13F | DT Investment Partners, LLC | 120 913 | 4,64 | 10 019 | 4,80 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 7 432 | 0,66 | 616 | 0,82 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 58 754 | 290,03 | 4 868 | 290,69 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 8 974 | 744 | ||||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 243 919 | 6,50 | 20 211 | 6,67 | ||||
| 2025-07-15 | 13F | Roger Wittlin Investment Advisory, LLC | 3 644 | 302 | ||||||
| 2025-07-15 | 13F | Beacon Investment Advisory Services, Inc. | 685 531 | 4,51 | 56 803 | 4,68 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47 674 | 6,36 | 3 950 | 6,53 | ||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 3 270 | 271 | ||||||
| 2025-08-08 | 13F | Allianz Se | 319 129 | 4,15 | 26 443 | 4,31 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 5 575 | 0,81 | 462 | 0,88 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10 742 829 | 4,90 | 890 151 | 5,07 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 366 227 | 0,84 | 30 346 | 1,00 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 32 743 | 1,21 | 2 713 | 1,38 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 99 682 | 17,30 | 8 260 | 17,48 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 832 544 | 2,62 | 68 985 | 2,78 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 536 | 0,79 | 210 | 0,96 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 105 660 | 2,01 | 8 755 | 2,16 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 70 466 | 25,89 | 5 839 | 27,24 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 23 020 | 3,73 | 1 903 | 3,59 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 176 949 | 14 662 | ||||||
| 2025-07-16 | 13F | Dakota Wealth Management | 316 095 | 20,91 | 26 192 | 21,10 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 7 575 | 42,15 | 628 | 42,50 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 2 247 | 0,94 | 186 | 1,09 | ||||
| 2025-07-18 | 13F | Woodward Diversified Capital, Llc | 4 262 | 21,01 | 353 | 21,31 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 30 446 | 24,19 | 2 523 | 24,36 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 7 143 | 0,99 | 592 | 1,03 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 77 776 | 3,43 | 6 445 | 3,58 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 12 676 | 14,37 | 1 050 | 14,63 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 5 581 | 10,84 | 462 | 11,06 | ||||
| 2025-07-29 | NP | MAMB - Monarch Ambassador Income ETF | 170 760 | 2,15 | 14 113 | 2,19 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 219 | 18 | ||||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 9 569 | 6,73 | 793 | 6,88 | ||||
| 2025-07-16 | 13F | Novem Group | 4 185 | 0,92 | 347 | 0,87 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 35 956 | 1,60 | 2 979 | 1,78 | ||||
| 2025-08-13 | 13F | Capital Counsel Llc/ny | 13 175 | 29,48 | 1 092 | 29,73 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 227 460 | 6,89 | 18 847 | 7,05 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 4 172 | 11,82 | 344 | 11,69 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 20 645 | 9,92 | 1 702 | 9,66 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 1 096 | 27,44 | 90 | 28,57 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25 551 | 10,19 | 2 117 | 10,38 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 143 553 | 23,90 | 11 895 | 24,09 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 3 504 | 290 | ||||||
| 2025-08-11 | 13F | Atlantic Private Wealth, LLC | 48 | 2,13 | 4 | 0,00 | ||||
| 2025-07-15 | 13F | Maseco Llp | 7 030 | 582 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 14 308 | 13,89 | 1 186 | 14,05 | ||||
| 2025-07-15 | 13F | Buttonwood Financial Advisors Inc. | 74 667 | 1,42 | 6 187 | 1,58 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 112 460 | 9 318 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 170 | 14 | ||||||
| 2025-07-25 | 13F | Welch Group, LLC | 34 529 | 37,06 | 2 861 | 37,42 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 130 776 | 11,66 | 10 836 | 12,19 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 17 829 | 134,78 | 1 477 | 135,19 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 214 630 | 13,48 | 17 784 | 13,66 | ||||
| 2025-07-17 | 13F | CWA Asset Management Group, LLC | 394 083 | 36,99 | 32 654 | 37,20 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 6 469 | 536 | ||||||
| 2025-07-15 | 13F | Peddock Capital Advisors, Llc | 6 063 | 36,28 | 502 | 36,41 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 743 369 | 241,63 | 62 | 238,89 | ||||
| 2025-08-14 | 13F | Glenview Trust Co | 72 397 | 2,73 | 5 999 | 2,88 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 38 157 | 24,35 | 3 162 | 25,69 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 3 968 | 328 | ||||||
| 2025-07-14 | 13F | Golden State Equity Partners | 40 899 | 3,72 | 3 389 | 3,86 | ||||
| 2025-08-01 | 13F | Capital Investment Counsel, LLC | 12 144 | 1 006 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 47 967 | 139,75 | 3 975 | 140,12 | ||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 84 670 | 5,49 | 6 977 | 5,06 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 6 574 | 73,32 | 545 | 73,80 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 12 137 | 2,98 | 1 006 | 3,18 | ||||
| 2025-08-07 | 13F | Bearing Point Capital, Llc | 181 425 | 128,09 | 15 033 | 128,45 | ||||
| 2025-07-31 | 13F/A | Avion Wealth | 135 | 206,82 | 0 | |||||
| 2025-08-14 | 13F | Investment House Llc | 45 539 | 16,33 | 3 773 | 16,52 | ||||
| 2025-07-08 | 13F | Atwood & Palmer Inc | 660 278 | 17,71 | 54 711 | 17,90 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 8 534 | 0,42 | 707 | 0,57 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 53 399 | 1,58 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 1 099 630 | 0,02 | 91 | 1,11 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 32 815 | 3,65 | 2 719 | 3,82 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5 113 | 3,69 | 424 | 3,93 | ||||
| 2025-09-03 | 13F | American Trust | 4 053 | 336 | ||||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 36 607 | 11,91 | 3 033 | 12,08 | ||||
| 2025-07-08 | 13F | Little House Capital Llc | 76 161 | 1,22 | 6 311 | 1,38 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 74 965 | 27,88 | 6 212 | 28,09 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 10 481 | 0,40 | 868 | 0,58 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 825 | 50,00 | 68 | 51,11 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 16 880 | 1 399 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 30 625 | 11,51 | 2 538 | 11,66 | ||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 149 044 | 325,96 | 12 350 | 617 350,00 | ||||
| 2025-07-14 | 13F | Oliver Luxxe Assets LLC | 13 821 | 2,52 | 1 145 | 2,69 | ||||
| 2025-04-22 | 13F | Atticus Wealth Management, Llc | 0 | 0 | ||||||
| 2025-05-21 | 13F | CBM Financial, LLC | 47 815 | 3 941 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19 916 | 0,30 | 1 650 | 0,49 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 936 | 4,93 | 78 | 5,48 | ||||
| 2025-07-16 | 13F | Northern Oak Wealth Management Inc | 3 465 | 7,84 | 287 | 8,30 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 93 044 | 75,85 | 7 710 | 76,13 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 109 022 | 6,55 | 9 034 | 6,72 | ||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 6 613 | 1,90 | 548 | 2,05 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 22 940 | 9,55 | 1 901 | 9,70 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17 284 | 17,18 | 1 432 | 17,38 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 94 845 | 3,42 | 7 859 | 3,57 | ||||
| 2025-08-14 | 13F | Headinvest, Llc | 31 710 | 0,21 | 2 628 | 0,38 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 908 | 75 | ||||||
| 2025-08-18 | 13F | V2 Financial group LLC | 2 418 | 200 | ||||||
| 2025-07-18 | 13F | Lowery Thomas, Llc | 10 642 | 14,57 | 882 | 14,71 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 2 830 | 234 | ||||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 61 909 | 28,79 | 5 130 | 29,00 | ||||
| 2025-07-31 | 13F | Kathleen S. Wright Associates Inc. | 14 728 | 19,47 | 1 220 | 19,73 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 48 534 | 2,07 | 4 022 | 2,21 | ||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 79 788 | 0,57 | 6 611 | 0,73 | ||||
| 2025-07-30 | 13F | Capital Investment Services of America, Inc. | 144 890 | 0,04 | 12 006 | 0,19 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 9 460 | 51,77 | 784 | 52,04 | ||||
| 2025-07-30 | 13F | Blume Capital Management, Inc. | 142 | 12 | ||||||
| 2025-07-30 | NP | FAUDX - Strategic Advisers Short Duration Fund This fund is a listed as child fund of Fmr Llc 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 | 2 001 555 | 44 369,12 | 165 429 | 44 489,76 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 99 783 | 449,98 | 8 268 | 451,20 | ||||
| 2025-07-23 | 13F | Independent Solutions Wealth Management, LLC | 84 467 | 0,21 | 6 999 | 0,36 | ||||
| 2025-07-17 | 13F | Barry Investment Advisors, LLC | 19 562 | 59,13 | 1 621 | 59,29 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131 739 | 0,70 | 10 916 | 0,86 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 38 367 | 15,60 | 3 179 | 15,81 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 11 581 | 960 | ||||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 16 546 | 28,19 | 1 371 | 28,49 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 1 274 | 80,71 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 609 | 6,84 | 50 | 6,38 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 106 371 | 5,66 | 8 814 | 5,82 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 5 699 | 4,03 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 45 762 | 7,03 | 3 792 | 7,18 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 47 089 | 202,51 | 3 902 | 203,11 | ||||
| 2025-07-24 | 13F | MFA Wealth Services | 64 205 | 0,64 | 5 320 | 0,80 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18 952 | 63,75 | 1 564 | 63,43 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 28 746 | 220,54 | 2 382 | 221,32 | ||||
| 2025-08-14 | 13F | BancorpSouth Bank | 3 150 | 261 | ||||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 1 093 610 | 68,94 | 90 617 | 69,20 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 2 226 | 0,63 | 184 | 0,55 | ||||
| 2025-07-15 | 13F | DSG Capital Advisors, LLC | 36 763 | 3 046 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 3 329 | 276 | ||||||
| 2025-07-09 | 13F | Bay Rivers Group | 5 541 | 18,83 | 459 | 19,22 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 461 538 | 63,27 | 38 243 | 63,53 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 111 637 | 9,29 | 9 248 | 9,47 | ||||
| 2025-08-12 | 13F | Hanover Advisors Inc | 3 418 | 2,52 | 283 | 2,91 | ||||
| 2025-07-16 | 13F | EdgeRock Capital LLC | 3 614 | 299 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 4 303 | 357 | ||||||
| 2025-07-29 | 13F | TFC Financial Management | 882 610 | 0,21 | 73 133 | 0,37 | ||||
| 2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 69 106 | 2,17 | 5 726 | 2,34 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 152 394 | 39,16 | 12 618 | 39,38 | ||||
| 2025-08-14 | 13F | Mission Creek Capital Partners, Inc. | 2 861 | 0,14 | 237 | 0,42 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 34 034 | 4,99 | 2 820 | 5,18 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 105 453 | 12,66 | 8 738 | 12,84 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 66 354 | 0,09 | 5 498 | 0,26 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 28 786 | 2,51 | 2 385 | 2,98 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 113 984 | 3,12 | 9 445 | 3,28 | ||||
| 2025-08-08 | 13F | Family Firm, Inc. | 31 169 | 6,19 | 2 482 | 2,22 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 31 124 | 2 579 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 3 663 | 304 | ||||||
| 2025-08-05 | 13F | Towercrest Capital Management | 15 711 | 1,34 | 1 302 | 1,48 | ||||
| 2025-08-14 | 13F | Fwl Investment Management, Llc | 12 288 | 45,11 | 1 018 | 45,43 | ||||
| 2025-07-10 | 13F | Andrew Hill Investment Advisors, Inc. | 15 158 | 1 256 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 252 | 500,00 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 260 979 | 4,28 | 21 625 | 4,45 | ||||
| 2025-08-13 | 13F | Azimuth Capital Investment Management LLC | 6 868 | 9,66 | 569 | 9,85 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3 133 | 292,12 | 260 | 292,42 | ||||
| 2025-08-26 | NP | USAF - Atlas America Fund | 18 894 | 8,17 | 1 566 | 8,30 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 588 | 0,86 | 49 | 0,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 23 598 | 13,11 | 1 955 | 13,33 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 138 | 2 660,00 | 11 | |||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 11 031 | 38,88 | 914 | 39,12 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 6 934 | 26,56 | 575 | 26,71 | ||||
| 2025-08-14 | 13F | Permanens Capital L.P. | 165 623 | 4 421,51 | 13 724 | 4 429,04 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 2 | 100,00 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 185 901 | 163,33 | 15 404 | 163,75 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 2 800 | 0 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 225 209 | 1 772,37 | 18 661 | 1 775,38 | ||||
| 2025-08-14 | 13F | Vernal Point Advisors, LLC | 31 705 | 4,38 | 2 627 | 4,58 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 304 595 | 1,22 | 25 239 | 1,38 | ||||
| 2025-07-15 | 13F | Jarislowsky, Fraser Ltd | 2 062 | 9,92 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 13 448 | 35,62 | 1 114 | 35,85 | ||||
| 2025-05-08 | NP | QBDSX - Quantified Managed Income Fund Investor Class Shares | 1 240 581 | 460,67 | 102 633 | 465,81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 36 007 | 42,56 | 2 984 | 42,80 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 15 203 | 0,51 | 1 260 | 0,64 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 106 403 | 25,70 | 8 778 | 25,81 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 96 300 | 367,38 | 7 979 | 368,25 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 95 382 | 8,94 | 7 903 | 9,11 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 395 358 | 6,04 | 32 759 | 6,21 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 560 | 46 | ||||||
| 2025-07-18 | 13F | Pacific Point Advisors, LLC | 12 464 | 1 033 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 25 436 | 8,78 | 2 108 | 8,95 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 20 548 | 10,32 | 1 703 | 10,52 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 16 548 351 | 1,60 | 1 371 196 | 1,76 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 49 072 | 1,14 | 4 066 | 1,32 | ||||
| 2025-07-29 | 13F | Koa Wealth Management, LLC | 61 671 | 6,08 | 5 110 | 6,26 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 67 609 | 2,27 | 5 602 | 2,43 | ||||
| 2025-05-30 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 63 097 | 210,07 | 5 220 | 212,95 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 309 962 | 0,48 | 25 683 | 0,64 | ||||
| 2025-07-11 | 13F | Kingstone Capital Partners Texas, LLC | 45 617 609 | 593 415,60 | 3 729 | 486,16 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 28 | 2 | ||||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 6 430 879 | 73,99 | 532 863 | 74,26 | ||||
| 2025-07-23 | 13F | Mullooly Asset Management, Inc. | 11 745 | 0,99 | 973 | 1,14 | ||||
| 2025-08-11 | 13F | Bulltick Wealth Management, LLC | 31 159 | 22,73 | 2 582 | 22,90 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 4 216 | 4,41 | 346 | 3,29 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 4 686 | 388 | ||||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 6 240 | 4,00 | 515 | 4,05 | ||||
| 2025-08-13 | 13F | Argyle Capital Partners, LLC | 18 013 | 1,01 | 1 493 | 1,15 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 106 856 | 9,44 | 8 854 | 9,62 | ||||
| 2025-07-30 | 13F | Journey Advisory Group, LLC | 21 053 | 39,86 | 1 744 | 40,08 | ||||
| 2025-08-05 | 13F | Centennial Bank/AR/ | 9 122 | 756 | ||||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 87 275 | 1,96 | 7 232 | 2,12 | ||||
| 2025-08-04 | 13F | WNY Asset Management, LLC | 6 019 | 3,96 | 499 | 3,97 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14 864 | 2,45 | 1 232 | 2,58 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 28 584 | 23,33 | 2 368 | 23,53 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 5 488 | 0,07 | 455 | 0,22 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 235 553 | 470,25 | 19 518 | 471,17 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 520 | 43 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 291 549 | 9,56 | 107 018 | 9,73 | ||||
| 2025-07-23 | 13F | Traphagen Investment Advisors Llc | 169 926 | 1,38 | 14 080 | 1,55 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 345 745 | 1,88 | 28 648 | 2,04 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 12 675 | 32,71 | 1 050 | 32,91 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 42 234 | 16,90 | 3 499 | 17,10 | ||||
| 2025-07-11 | 13F | Harbour Capital Advisors, LLC | 5 350 | 50,70 | 441 | 50,51 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 10 390 | 34,71 | 861 | 34,80 | ||||
| 2025-05-15 | 13F | CAPROCK Group, Inc. | 8 554 | 708 | ||||||
| 2025-07-17 | 13F | Stephens Group Asset Management, Llc | 6 744 | 92,30 | 559 | 92,41 | ||||
| 2025-07-10 | 13F | Klaas Financial Asset Advisors, LLC | 237 257 | 1,96 | 19 659 | 2,12 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 53 063 | 448,17 | 4 397 | 448,81 | ||||
| 2025-08-15 | 13F | SkyView Investment Advisors, LLC | 32 899 | 46,00 | 3 | 100,00 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 4 | 0 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 18 492 | 3,19 | 1 532 | 3,37 | ||||
| 2025-08-07 | 13F | Latko Wealth Management, Ltd. | 18 002 | 39,09 | 1 | 0,00 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 48 062 | 20,12 | 3 982 | 20,30 | ||||
| 2025-07-09 | 13F | Divergent Planning, LLC | 141 855 | 11 754 | ||||||
| 2025-07-14 | 13F | Farmers Trust Co | 13 801 | 4,52 | 1 144 | 4,67 | ||||
| 2025-08-05 | 13F | J. W. Coons Advisors, LLC | 15 344 | 0,04 | 1 271 | 0,24 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 1 403 774 | 4,45 | 116 134 | 5,40 | ||||
| 2025-07-24 | 13F | KC Investment Advisors, LLC | 3 996 | 331 | ||||||
| 2025-08-05 | 13F | Pointe Capital Management LLC | 85 675 | 0,46 | 7 099 | 0,62 | ||||
| 2025-09-11 | 13F | Milestones Private Investment Advisors LLC | 20 369 | 1 688 | ||||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 41 421 | 0,26 | 3 432 | 0,44 | ||||
| 2025-08-13 | 13F | 1832 Asset Management L.P. | 125 528 | 1,74 | 10 401 | 1,90 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 315 094 | 15,52 | 26 109 | 15,71 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 18 100 | 158,57 | 1 500 | 158,89 | |||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 84 026 | 20,85 | 6 962 | 21,04 | ||||
| 2025-08-05 | 13F | Obermeyer Wood Investment Counsel, Lllp | 6 058 | 502 | ||||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 5 183 | 429 | ||||||
| 2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 22 755 | 44,95 | 1 885 | 46,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 5 600 | 180,00 | 464 | 181,21 | |||
| 2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 23 292 | 8,79 | 1 930 | 8,92 | ||||
| 2025-08-08 | 13F | Schwarz Dygos Wheeler Investment Advisors Llc | 3 701 | 4,78 | 307 | 4,79 |
