Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF inkluderar Halbert Hargrove Global Advisors, Llc, Exchange Traded Concepts, Llc, Gibbs Wealth Management, SGPKX - SGI Peak Growth Fund Class I Shares, Sage Advisory Services, Ltd.Co., QVOY - Q3 All-Season Active Rotation ETF, Valpey Financial Services, LLC, Perissos Private Wealth Management, LLC, rebel Financial LLC, MidWestOne Financial Group, Inc., 21 West Wealth Management LLC, Abc Arbitrage Sa, Plan Group Financial, LLC, L2 Asset Management, LLC, Blue Capital, Inc., Hutchinson Financial Advisors, INC, Scott Marsh Financial, LLC, Silverlake Wealth Management Llc, Hancock Whitney Corp, och Kmg Fiduciary Partners, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 219 390 | 8 734 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 40 299 | 1,44 | 1 632 | 12,79 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 9 207 | 12,68 | 373 | 25,25 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 4 944 | 200 | ||||||
| 2025-08-13 | 13F | Stablepoint Partners, LLC | 44 779 | 4,85 | 1 813 | 16,67 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 11 143 | 2,35 | 451 | 13,89 | ||||
| 2025-08-13 | 13F | JRM Investment Counsel, LLC | 90 851 | 1,26 | 3 679 | 12,61 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 1 972 | 35,91 | 80 | 51,92 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 18 883 | 10,50 | 765 | |||||
| 2025-08-01 | 13F | Bessemer Group Inc | 1 919 | 146,03 | 0 | |||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 1 813 687 | 9,36 | 73 345 | 20,70 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 3 743 | 152 | ||||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 11 209 | 0,08 | 454 | 11,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 99 636 348 | 15,03 | 4 034 276 | 27,92 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 64 205 | 4,09 | 2 600 | 15,77 | ||||
| 2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 507 962 | 15,35 | 20 567 | 28,28 | ||||
| 2025-08-05 | 13F | Burney Co/ | 10 484 | 5,40 | 424 | 17,13 | ||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 315 800 | 90,87 | 12 787 | 112,25 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 708 918 | 498,97 | 28 704 | 566,14 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 195 176 | 27,39 | 7 903 | 41,66 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 94 | 2,17 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Treasure Coast Financial Planning | 557 857 | 2,37 | 22 588 | 13,85 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 1 595 482 | 1,94 | 64 601 | 25,69 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 7 695 | 42,71 | 312 | 58,67 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 1 200 | 49 | ||||||
| 2025-07-22 | 13F | Wealthcare Capital Management Llc | 14 769 | 44,72 | 598 | 60,92 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 26 864 | 0,77 | 1 088 | 12,06 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 607 058 | 6,20 | 24 513 | 22,75 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 37 000 | 1,97 | 1 498 | 13,40 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 429 080 | 4,01 | 17 373 | 15,67 | ||||
| 2025-08-11 | 13F | GW&K Investment Management, LLC | 347 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17 238 | 4,61 | 698 | 16,36 | ||||
| 2025-08-04 | 13F | Roble, Belko & Company, Inc | 218 934 | 2,39 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 3 983 830 | 686,53 | 161 305 | 774,71 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 51 780 | 688,25 | 2 091 | 742,74 | ||||
| 2025-07-28 | 13F | Perfromance Wealth Partners, LLC | 7 603 | 308 | ||||||
| 2025-07-18 | 13F | Vicus Capital | 166 949 | 34,62 | 6 760 | 49,70 | ||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 27 874 | 15,68 | 1 129 | 28,62 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1 499 | 61 | ||||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 2 158 | 15,09 | 87 | 27,94 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 2 578 | 2,63 | 104 | 14,29 | ||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 901 955 | 10,34 | 36 520 | 22,71 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 213 902 | 15,17 | 8 661 | 28,07 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 27 222 | 9,18 | 1 102 | 21,50 | ||||
| 2025-07-15 | 13F | Patriot Investment Management Inc. | 84 206 | 0,17 | 3 410 | 11,41 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 783 624 | 17,20 | 31 729 | 30,33 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 25 133 | 0,70 | 1 018 | 12,00 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 117 593 | 11,81 | 4 761 | 24,34 | ||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 33 078 | 103,33 | 1 339 | 126,18 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 168 866 | 8,32 | 6 837 | 20,48 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 5 088 | 4 611,11 | 206 | 6 766,67 | ||||
| 2025-08-06 | 13F | Aspetuck Financial Management LLC | 100 736 | 15,52 | 4 079 | 28,48 | ||||
| 2025-08-14 | 13F | Fiduciary Trust Co | 7 780 | 315 | ||||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 172 676 | 13,82 | 6 992 | 26,58 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 73 966 | 2 995 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 619 016 | 9,45 | 65 554 | 21,71 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 46 963 | 0,98 | 1 902 | 12,29 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7 322 | 296 | ||||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 6 442 | 261 | ||||||
| 2025-07-17 | 13F | Moss Adams Wealth Advisors LLC | 383 847 | 1,23 | 15 542 | 12,57 | ||||
| 2025-07-09 | 13F | Breakwater Investment Management | 60 756 | 4,18 | 2 460 | 15,87 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 43 331 | 12,97 | 1 754 | 25,64 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 122 124 | 12,11 | 4 945 | 24,66 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 683 161 | 27,42 | 27 661 | 41,70 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 963 759 | 289,51 | 39 | 387,50 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 70 495 | 2 854 | ||||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 130 | 7,44 | 5 | 25,00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 189 311 | 14,51 | 7 665 | 27,35 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 14 181 618 | 9,36 | 574 | 21,61 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 247 260 | 8,38 | 10 012 | 20,53 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 42 139 | 53,09 | 1 706 | 70,26 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 9 213 | 0,09 | 373 | 11,34 | ||||
| 2025-08-14 | 13F | Planwiser Financial, Llc | 167 471 | 50,09 | 6 804 | 59,01 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 888 | 36 | ||||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 142 066 | 8,04 | 5 683 | 18,30 | ||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 27 624 | 11,80 | 1 119 | 24,36 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 683 161 | 3,72 | 27 661 | 13,60 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 6 723 | 272 | ||||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 182 089 | 0,67 | 7 373 | 11,95 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 175 | 7 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 18 216 | 7,79 | 738 | 19,84 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 59 356 | 430,01 | 2 403 | 490,42 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 45 166 | 13,15 | 1 829 | 25,81 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 872 | 1,51 | 35 | 12,90 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 38 902 | 0,64 | 1 575 | 11,94 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 5 393 | 218 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 19 795 | 34,49 | 801 | 49,72 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 134 097 | 28,62 | 5 430 | 43,02 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 54 723 | 1,40 | 2 216 | 12,78 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 14 392 | 0,92 | 524 | 4,80 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 28 722 | 27,63 | 1 163 | 41,88 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 55 622 | 25,59 | 2 252 | 39,70 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 473 195 | 1,40 | 19 160 | 12,77 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 9 415 | 43,96 | 381 | 60,08 | ||||
| 2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 6 275 | 254 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 7 726 859 | 24,80 | 313 | 38,67 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15 565 | 20,30 | 632 | 32,77 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6 209 | 253 | ||||||
| 2025-06-27 | NP | DSCF - Discipline Fund ETF | 193 217 | 7,88 | 7 315 | 14,64 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 112 970 | 0,25 | 4 574 | 11,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4 985 322 | 24,37 | 200 012 | 37,03 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 196 | 11,34 | 291 | 23,83 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 227 288 | 9,12 | 8 276 | 16,42 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 53 579 | 0,12 | 2 169 | 11,34 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 29 116 | 2,28 | 1 | 0,00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 732 670 | 7,86 | 29 666 | 19,95 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | 0 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 344 618 | 21,17 | 13 954 | 34,31 | ||||
| 2025-08-11 | 13F | Battery Global Advisors, LLC | 152 557 | 0,61 | 6 177 | 11,88 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 598 244 | 0,09 | 24 223 | 11,30 | ||||
| 2025-08-13 | 13F | Balanced Wealth Group Llc | 20 082 | 1,68 | 802 | 11,40 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 69 944 | 8,35 | 2 873 | 24,22 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 1 369 787 | 1,06 | 55 463 | 12,38 | ||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 10 169 | 412 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 104 261 | 2,54 | 4 222 | 14,02 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 703 776 | 5,20 | 28 496 | 16,99 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 6 419 | 0,23 | 260 | 11,16 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 89 258 | 531,92 | 3 614 | 603,11 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 723 650 | 14,37 | 29 301 | 27,18 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 91 057 | 5,57 | 3 687 | 17,39 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 297 392 | 4,36 | 12 041 | 16,06 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 31 302 | 187,70 | 1 267 | 219,95 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 738 744 | 4,48 | 29 912 | 16,19 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 23 308 | 13,10 | 944 | 25,73 | ||||
| 2025-08-01 | 13F | Bolthouse Investments, LLC | 17 438 | 706 | ||||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 1 071 | 1,13 | 43 | 13,16 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 40 999 | 2,62 | 1 660 | 14,17 | ||||
| 2025-08-06 | 13F/A | Headland Capital, LLC | 544 588 | 5,66 | 22 050 | 17,51 | ||||
| 2025-07-31 | 13F | Red Wave Investments LLC | 131 420 | 2,60 | 5 321 | 14,11 | ||||
| 2025-07-15 | 13F | Ballentine Partners, LLC | 885 540 | 1,65 | 35 856 | 13,04 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 159 | 1,27 | 6 | 20,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1 026 614 | 22 913,09 | 41 568 | 25 558,64 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 124 454 | 0,14 | 5 039 | 11,38 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 1 093 | 44 | ||||||
| 2025-08-14 | 13F | Abound Financial, Llc | 376 439 | 1,26 | 15 242 | 12,60 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 87 582 | 0,64 | 3 546 | 11,93 | ||||
| 2025-04-23 | 13F | Sabal Trust CO | 22 810 | 192,06 | 831 | 212,03 | ||||
| 2025-08-07 | 13F | FDx Advisors, Inc. | 100 738 | 4 | ||||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 1 006 361 | 6,90 | 40 748 | 23,39 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 5 210 | 211 | ||||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 21 089 | 854 | ||||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 422 738 | 4,37 | 17 117 | 16,06 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 91 629 | 16,30 | 3 723 | 29,78 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1 565 077 | 63 370 | ||||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 51 311 | 6,79 | 2 078 | 18,75 | ||||
| 2025-07-15 | 13F | Oxinas Partners Wealth Management LLC | 93 420 | 0,29 | 3 783 | 11,53 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 52 252 | 0,81 | 2 142 | 13,51 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 1 839 004 | 5,18 | 74 461 | 16,97 | ||||
| 2025-08-12 | 13F | FreeGulliver LLC | 33 560 | 0,27 | 1 359 | 11,49 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 5 605 | 4,94 | 227 | 16,49 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 5 129 | 208 | ||||||
| 2025-07-17 | 13F | Enclave Advisors LLC | 29 681 | 11,62 | 1 202 | 24,07 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 324 699 | 25,81 | 13 482 | 37,83 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 28 959 | 6,05 | 1 173 | 17,91 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 123 617 | 8,61 | 5 005 | 20,78 | ||||
| 2025-08-11 | 13F | Foundation Wealth Management, LLC\PA | 13 403 | 543 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 639 | 0,31 | 26 | 8,70 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 1 085 621 | 3,99 | 39 527 | 10,94 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 177 098 | 15,00 | 7 171 | 27,88 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 50 559 | 5,43 | 2 047 | 17,24 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 422 | 70,85 | 17 | 112,50 | ||||
| 2025-08-11 | 13F | Vanguard Group Inc | 8 570 | 44,15 | 347 | 60,65 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 18 963 | 0,21 | 768 | 11,32 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 557 518 | 51,53 | 22 574 | 68,51 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 255 803 | 1,42 | 10 357 | 12,78 | ||||
| 2025-08-14 | 13F | First Manhattan Co | 45 059 | 1,07 | 1 824 | 12,38 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 23 639 | 119,86 | 957 | 144,76 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 402 017 | 1,28 | 16 278 | 12,52 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 145 883 | 12,07 | 127 377 | 24,63 | ||||
| 2025-08-08 | 13F | Mittelman Wealth Management | 12 066 | 489 | ||||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 1 400 | 57 | ||||||
| 2025-08-11 | 13F | Goodman Financial Corp | 822 837 | 0,93 | 33 317 | 12,24 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 372 603 | 17,65 | 15 087 | 30,84 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 11 528 | 0,68 | 467 | 12,02 | ||||
| 2025-08-08 | 13F | Investment Partners, Ltd. | 49 969 | 1 190,19 | 2 023 | 872,60 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 78 468 | 9,65 | 3 177 | 21,96 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 39 724 | 36,33 | 1 608 | 51,70 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 187 076 | 31,99 | 7 575 | 46,78 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 254 656 | 7,27 | 10 311 | 19,30 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 33 830 | 0,06 | 1 370 | 11,21 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 5 237 | 212 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 20 833 | 0,97 | 844 | 12,25 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 12 373 | 501 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 80 830 | 8,30 | 3 273 | 20,43 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 105 616 | 6,25 | 4 276 | 18,15 | ||||
| 2025-08-14 | 13F | Capital Planning Advisors, LLC | 42 254 | 7,06 | 1 711 | 19,08 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 11 798 | 0,46 | 478 | 11,71 | ||||
| 2025-08-12 | 13F | Blueprint Investment Partners LLC | 747 947 | 7,59 | 30 284 | 19,64 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 37 310 | 1 511 | ||||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 580 049 | 2,47 | 23 486 | 13,95 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 15 426 | 12,21 | 625 | 24,80 | ||||
| 2025-05-09 | 13F | Wade Financial Advisory, Inc | 59 015 | 2,24 | 2 149 | 9,09 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 16 586 | 135,00 | 672 | 162,11 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 62 218 | 28,20 | 2 519 | 41,36 | ||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 102 603 | 23,22 | 4 178 | 33,66 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 2 630 385 | 39,09 | 106 504 | 54,67 | ||||
| 2025-08-07 | 13F | Nwam Llc | 45 389 | 5,56 | 1 830 | 16,93 | ||||
| 2025-07-23 | 13F | HMV Wealth Advisors, LLC | 6 705 | 271 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 19 611 | 2,37 | 794 | 15,91 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26 980 | 146,12 | 1 092 | 173,68 | ||||
| 2025-05-19 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 948 065 | 267,67 | 34 519 | 292,26 | ||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 147 664 | 2,17 | 5 979 | 7,17 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 5 000 | 202 | ||||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 269 316 | 2,71 | 10 905 | 9,84 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 328 737 | 3,10 | 13 311 | 14,65 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 22 | 175,00 | 1 | |||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 23 820 | 0,51 | 968 | 13,08 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 608 406 | 5,48 | 24 634 | 17,29 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 117 568 | 0,38 | 4 760 | 11,63 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21 309 | 0,09 | 863 | 11,23 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 185 550 | 311,22 | 7 448 | 371,03 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 8 688 | 21,26 | 352 | 35,00 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 9 489 | 5,87 | 384 | 17,79 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 286 814 | 34,06 | 11 613 | 49,09 | ||||
| 2025-07-25 | 13F | Keener Financial Planning LLC | 104 193 | 16,03 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 2 157 | 0 | ||||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 1 051 949 | 17,53 | 42 593 | 30,70 | ||||
| 2025-08-05 | 13F | Sensible Money, LLC | 9 696 | 1,67 | 393 | 12,97 | ||||
| 2025-07-28 | 13F | Delap Wealth Advisory, Llc | 163 131 | 97,81 | 6 605 | 120,02 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 198 509 | 7,14 | 8 038 | 19,14 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 191 061 | 3,51 | 7 736 | 15,12 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 61 331 | 1,53 | 2 483 | 12,91 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 273 069 | 9,51 | 11 057 | 21,78 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 51 525 | 1,56 | 2 086 | 12,94 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 682 694 | 13,75 | 28 399 | 29,96 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 518 729 | 15,05 | 21 003 | 27,95 | ||||
| 2025-08-07 | 13F | PFG Advisors | 97 601 | 433,16 | 3 952 | 493,24 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 204 463 | 5,39 | 8 279 | 17,20 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 144 805 | 28,49 | 5 863 | 42,90 | ||||
| 2025-07-15 | 13F | Graypoint LLC | 626 791 | 19,19 | 25 379 | 32,54 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 22 294 | 36,66 | 903 | 52,11 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2 270 | 92 | ||||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 185 855 | 1,96 | 7 475 | 8,70 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 95 206 | 0,98 | 3 855 | 12,30 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 290 232 | 3,33 | 11 751 | 14,90 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 261 358 | 52,74 | 10 582 | 69,86 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 201 072 | 3,46 | 8 141 | 15,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 11 243 | 33,32 | 455 | 48,21 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 2 780 | 113 | ||||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 38 862 | 322,83 | 1 574 | 370,96 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 85 385 | 3 457 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 62 452 | 4,90 | 2 529 | 16,66 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 130 206 | 2,93 | 5 272 | 14,46 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 17 123 | 173,40 | 699 | 206,58 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 244 609 | 5,13 | 9 904 | 16,92 | ||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 392 423 | 15 889 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 769 580 | 0,26 | 31 160 | 11,49 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 35 646 | 5,36 | 1 443 | 17,22 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 50 766 | 2 056 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 80 985 | 7,22 | 3 279 | 21,13 | ||||
| 2025-08-14 | 13F | Pecaut & Co. | 185 739 | 5,72 | 7 521 | 17,57 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 28 884 | 1 169 | ||||||
| 2025-07-21 | 13F | Yeomans Consulting Group, Inc. | 7 221 | 292 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 24 916 | 6,05 | 1 009 | 17,89 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 9 849 | 1,68 | 399 | 13,07 | ||||
| 2025-08-14 | 13F | Comerica Bank | 341 626 | 36,58 | 13 832 | 51,88 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 409 156 | 15,38 | 16 567 | 28,31 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1 340 880 | 6,69 | 54 | 20,00 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 40 152 | 1 626 | ||||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 222 186 | 1,16 | 8 996 | 12,49 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 36 969 | 1,17 | 1 | 0,00 | ||||
| 2025-07-23 | 13F | Armbruster Capital Management, Inc. | 5 595 | 227 | ||||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 152 346 | 9,17 | 6 168 | 21,39 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 483 | 20 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 93 770 | 10,80 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 738 789 | 7,58 | 30 675 | 17,85 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 104 466 | 4 230 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 1 318 472 | 29,83 | 53 385 | 44,37 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 137 724 | 10,81 | 5 576 | 23,23 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 770 930 | 2,21 | 31 215 | 13,67 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14 808 | 52,36 | 368 | 4,25 | ||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 56 714 | 3,45 | 2 296 | 15,03 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 381 | 38,41 | 339 | 54,09 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 15 468 | 3 949,21 | 0 | −100,00 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 164 165 | 8,11 | 6 647 | 20,24 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 23 776 | 55,26 | 963 | 72,71 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 3 062 999 | 124 021 | ||||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 27 997 | 8,18 | 1 134 | 20,28 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 167 545 | 17,54 | 6 784 | 30,69 | ||||
| 2025-08-08 | 13F | Abc Arbitrage Sa | 57 191 | 2 316 | ||||||
| 2025-08-13 | 13F | Orleans Capital Management Corp/la | 9 780 | 2,73 | 396 | 14,16 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 8 755 | 3,55 | 354 | 15,31 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 40 355 | 6,60 | 1 634 | 18,51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 10 110 | 1,60 | 409 | 12,98 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 355 921 | 206,03 | 14 411 | 240,36 | ||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 30 400 | 1,21 | 1 231 | 12,53 | ||||
| 2025-04-15 | 13F | Collier Financial | 236 817 | 462,71 | 8 623 | 500,42 | ||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 546 648 | 1,50 | 22 134 | 12,87 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35 362 | 31,02 | 1 432 | 45,72 | ||||
| 2025-07-09 | 13F | Seaside Wealth Management, Inc. | 27 559 | 1,27 | 1 116 | 12,63 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 686 303 | 145,98 | 27 788 | 173,56 | ||||
| 2025-07-11 | 13F | Bell Bank | 21 024 | 127,66 | 851 | 153,27 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 36 297 | 6,24 | 1 470 | 18,18 | ||||
| 2025-07-17 | 13F | Smith Anglin Financial, LLC | 5 007 | 203 | ||||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 26 148 | 6,90 | 1 059 | 18,88 | ||||
| 2025-07-23 | 13F | DMG Group, LLC | 5 118 | 207 | ||||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10 361 | 11,65 | 419 | 24,33 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 32 513 | 1 316 | ||||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 19 703 | 183,90 | 798 | 237,71 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 3 339 020 | 0,96 | 135 197 | 12,28 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 159 764 | 23,45 | 6 469 | 37,27 | ||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 55 598 | 0,49 | 2 251 | 11,77 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 1 276 782 | 51 697 | ||||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 23 761 | 1,66 | 962 | 13,18 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 2 647 | 11,83 | 107 | 24,42 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 5 963 | 1,67 | 0 | |||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 170 991 | 13,91 | 6 923 | 26,68 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 318 848 | 5,16 | 11 609 | 12,19 | ||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 923 950 | 2,72 | 37 411 | 14,24 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 427 208 | 9,23 | 17 298 | 21,47 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 4 947 | 200 | ||||||
| 2025-08-13 | 13F | Nicolet Bankshares Inc | 5 178 | 210 | ||||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 1 810 | 0,39 | 73 | 12,31 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 907 233 | 15,23 | 36 734 | 28,14 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 15 801 | 640 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 216 314 | 185,60 | 8 759 | 217,66 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 24 351 | 1,96 | 986 | 13,35 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 101 | 4,66 | 45 | 15,79 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 1 678 854 | 6,51 | 67 977 | 18,44 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 988 | 37,37 | 404 | 53,03 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 56 185 | 106,91 | 2 275 | 130,16 | ||||
| 2025-07-07 | 13F | Rf&l Wealth Management, Llc | 13 225 | 0,04 | 535 | 11,23 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 378 855 | 0,66 | 15 340 | 11,94 | ||||
| 2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 11 967 | 0,01 | 485 | 11,26 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 417 799 | 0,27 | 16 917 | 11,50 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 313 038 | 1,70 | 12 675 | 13,10 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 1 511 472 | 428,03 | 61 199 | 487,21 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 68 123 | 14,98 | 2 758 | 27,86 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 397 532 | 61,82 | 16 414 | 80,75 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 1 008 209 | 3,94 | 40 822 | 15,59 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 56 802 | 2 300 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 841 | 331,28 | 34 | 385,71 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1 236 | 51 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 99 | 4 | ||||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 6 139 | 249 | ||||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 144 815 | 30,60 | 5 864 | 45,23 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 31 953 401 | 0,97 | 1 293 793 | 9,19 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 2 | 0 | ||||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 76 578 | 32,30 | 3 101 | 47,13 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 119 187 | 2,17 | 4 826 | 13,61 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 43 839 | 3,62 | 1 775 | 15,26 | ||||
| 2025-07-17 | 13F | Mustard Seed Financial, LLC | 5 319 | 215 | ||||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 11 238 | 3,98 | 455 | 15,78 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 17 313 | 57,18 | 701 | 74,56 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 29 052 | 1 176 | ||||||
| 2025-08-11 | 13F | Y.D. More Investments Ltd | 1 875 | 76 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 9 596 | 49,68 | 389 | 66,52 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 26 262 | 10,55 | 1 063 | 23,03 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 9 914 | 42,67 | 401 | 59,13 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 259 468 | 70,92 | 10 506 | 90,07 | ||||
| 2025-07-24 | 13F | Morton Brown Family Wealth, LLC | 7 166 | 4,61 | 290 | 16,47 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 953 060 | 3,15 | 38 589 | 14,71 | ||||
| 2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 12 518 | 45,61 | 507 | 61,66 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 18 719 | 11,40 | 758 | 23,90 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 236 857 | 1,78 | 9 590 | 13,17 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 4 003 | 162 | ||||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 139 959 | 57,27 | 5 667 | 74,88 | ||||
| 2025-08-14 | 13F | Newport Capital Group, LLC | 22 686 | 3,07 | 919 | 14,61 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 44 509 | 1 802 | ||||||
| 2025-08-01 | 13F | Yukon Wealth Management, Inc. | 114 832 | 20,34 | 4 650 | 33,82 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 470 480 | 16,38 | 19 050 | 29,43 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 89 039 | 3 605 | ||||||
| 2025-07-15 | 13F | MCF Advisors LLC | 41 501 | 1,23 | 1 680 | 12,60 | ||||
| 2025-08-05 | 13F | Oakwell Private Wealth Management, LLC | 6 124 | 248 | ||||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 26 672 | 3,90 | 1 080 | 15,52 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 881 | 0,25 | 198 | 11,30 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 3 895 | 6 285,25 | 158 | 7 750,00 | ||||
| 2025-08-08 | 13F | United Asset Strategies, Inc. | 28 003 | 131,47 | 1 134 | 157,50 | ||||
| 2025-08-27 | 13F | Seneca Financial Advisors LLC | 27 026 | 1,67 | 1 094 | 13,13 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 336 841 | 10,57 | 13 639 | 22,95 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 188 093 | 9,38 | 48 106 | 21,64 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 21 598 | 24,52 | 875 | 38,51 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 5 577 | 1,14 | 226 | 12,50 | ||||
| 2025-08-14 | 13F | UBS Group AG | 8 391 174 | 15,23 | 339 759 | 28,14 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 774 | 234 | ||||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 5 624 | 1,41 | 228 | 12,94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 297 199 | 11,78 | 12 033 | 24,31 | ||||
| 2025-08-06 | 13F | Sage Advisory Services, Ltd.Co. | 197 253 | 7 987 | ||||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 35 925 | 17,88 | 1 455 | 31,11 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 635 596 | 20,60 | 26 | 31,58 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 62 018 | 1,02 | 2 511 | 12,35 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 69 208 | 2,69 | 2 802 | 14,23 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 428 420 | 0,87 | 17 347 | 12,17 | ||||
| 2025-07-28 | 13F | Fairman Group, LLC | 1 873 | 1,68 | 76 | −46,04 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 47 220 | 19,06 | 1 885 | 30,54 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 402 429 | 0,91 | 16 294 | 12,23 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 137 855 | 5 488 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10 632 | 0,89 | 431 | 12,27 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 93 822 | 33,04 | 3 789 | 46,25 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 2 747 | 1,67 | 111 | 13,27 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 2 801 092 | 4,11 | 113 416 | 15,78 | ||||
| 2025-08-04 | 13F | Noesis Capital Mangement Corp | 5 708 | 231 | ||||||
| 2025-08-14 | 13F | Bank Of Hawaii | 28 035 | 34,88 | 1 135 | 50,13 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1 382 | 16,43 | 56 | 27,91 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 9 800 | 3,70 | 397 | 15,12 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 214 437 | 3,36 | 8 683 | 14,95 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 58 773 | 63,84 | 2 380 | 82,16 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 241 | 10 | ||||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 31 181 | 0,96 | 1 263 | 12,28 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 13 580 167 | 5,68 | 549 861 | 17,52 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 647 189 | 7,71 | 26 205 | 19,77 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 624 | 25 | ||||||
| 2025-08-14 | 13F | Rock Point Advisors, LLC | 19 404 | 21,91 | 786 | 35,58 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 15 398 | 6,99 | 623 | 26,88 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 292 666 | 11 850 | ||||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 600 | 24 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 110 830 | 6,49 | 4 488 | 18,42 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 6 324 | 1,18 | 256 | 12,78 | ||||
| 2025-07-25 | 13F | Meritage Portfolio Management | 10 920 | 18,09 | 442 | 31,55 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 3 249 | 1,82 | 132 | 12,93 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 8 584 | 348 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 46 417 | 0,27 | 1 879 | 11,51 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 31 869 | 30,51 | 1 290 | 45,11 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 611 | 1 427,50 | 25 | 2 300,00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 9 899 | 9,15 | 401 | 21,21 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 254 186 | 2,89 | 10 292 | 14,41 | ||||
| 2025-08-01 | 13F | Redwood Park Advisors LLC | 345 | 1,77 | 14 | 8,33 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 24 561 | 30,43 | 994 | 45,11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 610 586 | 258,22 | 65 214 | 298,38 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 261 790 | 111,80 | 10 600 | 135,53 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 44 466 | 11,93 | 1 800 | 24,48 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 131 162 | 14,27 | 5 311 | 27,06 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 62 | 3 | ||||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 124 932 | 5 059 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 74 | 1,37 | 3 | 0,00 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 41 518 | 22,71 | 1 687 | 32,76 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 501 753 | 9,20 | 20 316 | 21,44 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 29 184 | 10,60 | 1 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 436 079 | 2,41 | 17 657 | 13,89 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 215 774 | 14,77 | 8 737 | 27,63 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 7 467 | 302 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 206 320 | 34,43 | 8 354 | 49,48 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1 848 872 | 12,39 | 75 | 25,42 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 214 | 90 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 782 790 | 1,41 | 32 | 10,71 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 171 159 | 2,56 | 7 | 0,00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 734 | 78,16 | 30 | 93,33 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 200 660 | 2,29 | 8 271 | 12,33 | ||||
| 2025-08-12 | 13F | Maripau Wealth Management Llc | 5 583 | 226 | ||||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 347 238 | 34,76 | 14 060 | 49,87 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 766 | 0,26 | 31 | 14,81 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 62 387 | 15,29 | 2 526 | 28,22 | ||||
| 2025-08-14 | 13F | Sherman Asset Management, Inc. | 50 501 | 0,72 | 2 045 | 12,00 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 7 971 | 323 | ||||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 55 305 | 0,93 | 2 239 | 12,23 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 83 075 | 445,47 | 3 364 | 507,04 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 8 921 | 24,84 | 361 | 38,85 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 10 769 | 95,30 | 436 | 118,00 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 35 856 | 1,42 | 1 452 | 12,74 | ||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 139 581 | 2,19 | 5 652 | 13,63 | ||||
| 2025-07-17 | 13F | Spartan Planning & Wealth Management | 181 668 | 10,74 | 7 356 | 23,16 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 2 153 | 87 | ||||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 64 945 | 42,53 | 2 630 | 58,47 | ||||
| 2025-07-29 | 13F | Aire Advisors, Llc | 191 911 | 2,94 | 7 770 | 14,47 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 168 515 | 230,17 | 7 | 500,00 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 11 623 | 1,41 | 471 | 12,71 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 820 | 36,44 | 0 | |||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 81 163 | 2,28 | 3 286 | 13,74 | ||||
| 2025-07-17 | 13F | G&S Capital LLC | 74 289 | 20,89 | 3 008 | 34,42 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 997 | 49,10 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 679 | 5 537,35 | 189 | 6 200,00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 129 931 | 5 273 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 27 730 | 0,17 | 1 123 | 11,42 | ||||
| 2025-07-21 | 13F | Qrg Capital Management, Inc. | 6 087 | 246 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 19 128 | 774 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 385 084 | 0,75 | 15 592 | 12,04 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 6 558 | 0,95 | 266 | 12,29 | ||||
| 2025-09-03 | 13F | American Trust | 5 595 | 0,83 | 227 | 11,88 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 34 467 | 1 396 | ||||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 404 032 | 36,33 | 16 359 | 51,61 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 160 665 | 2,52 | 6 505 | 14,00 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 3 862 | 71,72 | 156 | 92,59 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 9 152 | 11,20 | 371 | 23,75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 580 442 | 85,39 | 63 992 | 106,17 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 2 817 | 1,40 | 114 | 12,87 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 63 059 | 8,29 | 2 553 | 20,42 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 3 478 | 216,76 | 141 | 258,97 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 260 | 11 | ||||||
| 2025-07-08 | 13F | Gradient Investments LLC | 2 112 631 | 0,34 | 85 540 | 11,59 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 12 933 | 0,14 | 524 | 11,28 | ||||
| 2025-08-06 | 13F | Nicholas Hoffman & Company, LLC. | 9 989 | 1,01 | 404 | 12,22 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 115 996 | 569,26 | 4 697 | 644,22 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 143 105 | 2,85 | 5 794 | 14,37 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 5 655 | 0,93 | 229 | 12,32 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 1 106 640 | 37,34 | 44 808 | 52,73 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 495 350 | 10,68 | 20 057 | 23,07 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 7 115 | 7,19 | 288 | 19,50 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 19 460 | 10,66 | 1 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 109 067 | 7,46 | 4 416 | 19,51 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 58 737 | 2,95 | 2 378 | 14,49 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 54 527 | 10,45 | 2 208 | 22,82 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 25 189 | 4,38 | 1 020 | 16,06 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 8 704 | 12,82 | 352 | 25,71 | ||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 33 723 | 1,67 | 1 365 | 20,58 | ||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 389 | 1,83 | 16 | 15,38 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 214 253 | 21,46 | 8 675 | 35,08 | ||||
| 2025-08-14 | 13F | City National Bank Of Florida /msd | 97 595 | 1,95 | 3 952 | 13,37 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 5 612 518 | 26,87 | 227 251 | 41,09 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 382 438 | 1,07 | 15 485 | 12,40 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 348 914 | 54 618 | ||||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 9 016 | 1,67 | 365 | 13,35 | ||||
| 2025-07-31 | 13F | Cabot Wealth Management Inc | 73 496 | 1,41 | 2 976 | 12,77 | ||||
| 2025-07-29 | 13F | DeDora Capital, Inc. | 104 837 | 41,98 | 4 245 | 57,89 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 424 742 | 42,40 | 17 198 | 58,35 | ||||
| 2025-07-28 | 13F | DORVAL Corp | 291 732 | 2,87 | 11 812 | 14,34 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1 221 | 49 | ||||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 184 | 3,02 | 0 | |||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 346 673 | 2,72 | 14 037 | 14,23 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 22 879 | 926 | ||||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 105 692 | 41,92 | 4 329 | 58,94 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 17 430 | 11,38 | 706 | 22,61 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 537 552 | 12,96 | 21 765 | 25,62 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 542 | 32,20 | 18 | 28,57 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 89 | 4 | ||||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 17 576 000 | 240,82 | 711 652 | 251,45 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 3 159 | 128 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 015 227 | 15,81 | 41 107 | 28,79 | ||||
| 2025-07-17 | 13F | Astoria Strategic Wealth, Inc. | 13 121 | 0,92 | 531 | 12,26 | ||||
| 2025-08-12 | 13F | JMG Financial Group, Ltd. | 5 271 | 213 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 274 | 11 | ||||||
| 2025-07-31 | 13F | Perissos Private Wealth Management, LLC | 117 221 | 4 746 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 14 906 | 1,34 | 604 | 12,71 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 164 462 | 1,70 | 6 659 | 13,09 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 5 967 | 242 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 24 414 | 989 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 58 476 | 32,40 | 2 368 | 47,20 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 89 217 | 39,00 | 3 612 | 54,62 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 133 646 | 50,88 | 5 411 | 67,78 | ||||
| 2025-07-30 | 13F | CORDA Investment Management, LLC. | 27 024 | 1 094 | ||||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 14 312 | 48,59 | 579 | 65,43 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1 103 | 1,66 | 45 | 12,82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 39 409 | 0,30 | 1 596 | 11,54 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 28 611 | 0,54 | 1 158 | 11,78 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 58 575 | 16,13 | 2 372 | 29,14 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 219 751 | 3,30 | 8 898 | 14,87 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 276 | 9,05 | 335 | 21,38 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7 931 | 21,12 | 321 | 34,87 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 733 191 | 7,14 | 29 687 | 19,15 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 395 890 | 0,32 | 56 797 | 12,11 | ||||
| 2025-08-01 | 13F | Logan Capital Management Inc | 0 | 0 | ||||||
| 2025-08-14 | 13F | Voya Financial Advisors, Inc. | 20 957 | 846 | ||||||
| 2025-08-13 | 13F | Quadrant Capital Group Llc | 6 558 | 2,53 | 266 | 14,22 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 177 602 | 15,36 | 7 191 | 28,30 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 98 072 | 1,46 | 3 971 | 12,82 | ||||
| 2025-08-07 | 13F | Gryphon Financial Partners LLC | 12 087 | 0,07 | 489 | 11,39 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 6 942 | 1,60 | 281 | 13,31 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 982 134 | 95,33 | 39 767 | 117,22 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 281 022 | 2,41 | 11 379 | 13,88 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 203 228 | 61,04 | 8 229 | 79,10 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 21 692 | 4,70 | 878 | 16,45 | ||||
| 2025-07-17 | 13F | K2 Financial Inc. | 6 511 | 4,61 | 260 | 16,07 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 90 502 | 7,35 | 3 664 | 19,39 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41 340 | 2,69 | 1 674 | 14,20 |
