Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF inkluderar ELM - Elm Market Navigator ETF, ALLW - SPDR Bridgewater All Weather ETF, INTL - Main International ETF, Gibbs Wealth Management, Cypress Wealth Services, LLC, SGPKX - SGI Peak Growth Fund Class I Shares, Callan Family Office, LLC, Exchange Traded Concepts, Llc, Level Wealth Management LLC, Drucker Wealth 3.0, LLC, Gotham Asset Management, LLC, SRGAX - Stringer Growth Fund Class A Shares, Angeles Wealth Management, Llc, Quantinno Capital Management LP, October Effect Ltd, Hirtle Callaghan & Co LLC, Northern Lights Fund Trust - Ocean Park International ETF, Tyche Wealth Partners LLC, Autumn Glory Partners, LLC, och Greystone Financial Group, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 9 059 | 14,40 | 386 | 24,12 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 87 011 | 14,47 | 3 719 | 24,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 33 715 | 28,34 | 1 441 | 39,26 | ||||
| 2025-07-18 | 13F | Cantor Fitzgerald Investment Adviser L.p. | 38 604 | 7,83 | 1 650 | 17,03 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 109 639 | 9,24 | 4 686 | 18,58 | ||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 25 609 | 46,94 | 1 008 | 50,90 | ||||
| 2025-08-05 | 13F | Elm Partners Management LLC | 680 445 | 134,27 | 29 082 | 154,32 | ||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 477 | 64,48 | 20 | 81,82 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 597 221 | 10,70 | 25 591 | 19,75 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 27 | 1 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 359 245 | 1 775,46 | 15 354 | 1 936,34 | ||||
| 2025-07-22 | 13F | Autumn Glory Partners, LLC | 14 255 | 609 | ||||||
| 2025-07-22 | 13F | Aquire Wealth Advisors, LLC | 230 593 | 140,34 | 9 856 | 160,92 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 9 | 0 | ||||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 38 860 | 8,71 | 2 | 0,00 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 263 223 | 4,30 | 11 250 | 13,24 | ||||
| 2025-08-06 | 13F | Grey Fox Wealth Advisors, LLC | 186 248 | 3,24 | 7 960 | 12,08 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 4 653 | 208 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 29 809 | 100,98 | 1 271 | 118,01 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 435 228 | 2,64 | 18 602 | 11,42 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 123 187 | 3,69 | 5 253 | 12,29 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 30 178 | 8,68 | 1 290 | 17,93 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 15 483 | 0,87 | 662 | 9,44 | ||||
| 2025-07-18 | 13F | Vicus Capital | 22 866 | 97,68 | 977 | 114,73 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 429 | 18 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 1 914 | 268,79 | 82 | 305,00 | ||||
| 2025-07-29 | NP | SGPKX - SGI Peak Growth Fund Class I Shares | 109 390 | 4 472 | ||||||
| 2025-07-14 | 13F | Abound Wealth Management | 4 724 | 1,42 | 202 | 9,84 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 338 822 | 14,31 | 14 481 | 24,10 | ||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 313 052 | 0,30 | 13 380 | 8,89 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 22 115 | 7,13 | 945 | 16,38 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 11 705 | 37,09 | 500 | 48,81 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 9 682 | 2,79 | 414 | 11,62 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 35 358 | 21,50 | 1 511 | 31,97 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 16 238 | 0,09 | 694 | 8,78 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 148 645 | 2,94 | 6 | 20,00 | ||||
| 2025-08-28 | NP | ELM - Elm Market Navigator ETF | 558 860 | 23 886 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 113 | 5 | ||||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 227 403 | 11,97 | 9 719 | 21,56 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 38 848 | 1,95 | 1 660 | 10,67 | ||||
| 2025-08-04 | 13F | Balentine LLC | 6 984 | 0,87 | 298 | 9,56 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 1 424 | 61 | ||||||
| 2025-07-21 | 13F | TFG Advisers LLC | 6 343 | 0,44 | 271 | 9,27 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 13 626 | 12,84 | 582 | 22,53 | ||||
| 2025-08-12 | 13F | Bahl & Gaynor Inc | 10 160 | 17,46 | 434 | 27,65 | ||||
| 2025-06-27 | NP | INTL - Main International ETF | 194 625 | 7 666 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 29 389 | 316,39 | 1 253 | 350,72 | ||||
| 2025-07-09 | 13F | Beacon Financial Group | 16 154 | 8,75 | 690 | 18,15 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 993 049 | 32,50 | 42 443 | 43,84 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 394 638 | 4,65 | 16 961 | 14,25 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 5 016 | 214 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 25 610 | 15,18 | 1 095 | 25,03 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 783 482 | 1,09 | 33 486 | 9,75 | ||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 638 692 | 43,20 | 27 298 | 55,46 | ||||
| 2025-07-24 | 13F | Callan Family Office, LLC | 53 031 | 2 267 | ||||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 213 135 | 65,54 | 9 109 | 79,74 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 47 997 | 722,85 | 2 | |||||
| 2025-07-16 | 13F | BankPlus Wealth Management LLC | 26 512 | 40,30 | 1 133 | 52,49 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 19 405 | 5,78 | 829 | 14,82 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 52 422 | 0,10 | 2 241 | 8,69 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | 6 | ||||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 26 940 | 1,07 | 1 | 0,00 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 68 243 | 2,35 | 2 917 | 11,13 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 56 642 | 509,78 | 2 421 | 563,01 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 356 | 15 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 57 271 | 68,33 | 2 448 | 82,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298 513 | 10,69 | 12 758 | 20,17 | ||||
| 2025-08-13 | 13F | My Purposeful Wealth Corp. | 9 301 | 405 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 36 333 | 45,90 | 1 553 | 58,37 | ||||
| 2025-07-22 | 13F | McNaughton Wealth Management, LLC | 29 143 | 5,80 | 1 246 | 14,85 | ||||
| 2025-07-08 | 13F | RMR Wealth Builders | 4 691 | 200 | ||||||
| 2025-08-12 | 13F/A | Cozad Asset Management Inc | 18 834 | 26,15 | 805 | 36,97 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 9 641 | 6,10 | 412 | 15,41 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 87 300 | 28,37 | 3 731 | 39,37 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 20 395 | 11,78 | 872 | 21,31 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 14 456 | 10,93 | 618 | 20,27 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 786 093 | 15,77 | 33 598 | 25,68 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 70 398 | 124,28 | 3 009 | 143,56 | ||||
| 2025-08-15 | 13F | Binnacle Investments Inc | 2 206 | 24,63 | 94 | 36,23 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 19 997 | 51,84 | 855 | 64,86 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 607 931 | 21,79 | 25 983 | 32,21 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 7 195 | 3,79 | 307 | 12,87 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 11 858 | 4,25 | 507 | 13,20 | ||||
| 2025-07-22 | 13F | Luken Investment Analytics, LLC | 357 903 | 363,80 | 15 297 | 403,49 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 176 122 | 62,22 | 49 236 | 72,47 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 38 247 | 0,76 | 1 506 | 3,37 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 10 936 | 0,67 | 467 | 9,37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 133 082 | 0,13 | 5 688 | 8,70 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 97 940 | 92,82 | 4 186 | 109,35 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 985 350 | 15,36 | 42 114 | 25,24 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 12 958 | 106,47 | 555 | 124,70 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 23 300 | 54,30 | 996 | 67,51 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44 176 | 29,57 | 1 888 | 40,69 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 1 141 575 | 686,16 | 48 791 | 753,57 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1 824 389 | 124,54 | 78 | 148,39 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2 505 869 | 17,26 | 107 101 | 27,30 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 402 573 | 4,31 | 17 206 | 13,24 | ||||
| 2025-08-12 | 13F | Weitzel Financial Services, Inc. | 5 614 | 246 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 44 436 | 521,57 | 2 | |||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 7 006 | 300 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 20 217 | 0,01 | 864 | 8,68 | ||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 16 804 | 22,05 | 718 | 32,47 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 272 114 | 1,14 | 11 630 | 9,80 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 8 783 | 375 | ||||||
| 2025-07-30 | 13F/A | Old Point Trust & Financial Services N A | 4 942 | 54,82 | 211 | 68,80 | ||||
| 2025-08-05 | 13F | Compton Financial Group, LLC | 359 245 | 101,18 | 15 354 | 118,41 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 673 | 1,20 | 29 | 7,69 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 158 | 7 | ||||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 73 901 | 25,76 | 3 159 | 36,53 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 200 763 | 5,39 | 8 581 | 14,42 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 4 751 | 203 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 74 782 | 22,79 | 3 196 | 33,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Certior Financial Group, Llc | 84 275 | 304,12 | 3 602 | 338,61 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 19 833 | 39,13 | 848 | 50,98 | ||||
| 2025-08-13 | 13F | Rinkey Investments | 127 815 | 9,30 | 5 463 | 18,66 | ||||
| 2025-08-11 | 13F | Portside Wealth Group, LLC | 210 942 | 66,94 | 9 016 | 81,24 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 268 640 | 81,56 | 11 482 | 97,10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 427 211 | 16,04 | 18 | 28,57 | ||||
| 2025-07-01 | 13F | Kera Capital Partners, Inc. | 65 370 | 264,38 | 2 794 | 295,61 | ||||
| 2025-07-17 | 13F | Elwood & Goetz Wealth Advisory Group, LLC | 58 447 | 1,27 | 2 498 | 9,95 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 640 614 | 2,26 | 27 380 | 11,01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 5 429 778 | 6,27 | 232 069 | 15,36 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 191 535 | 19,02 | 8 186 | 29,22 | ||||
| 2025-07-14 | 13F | Cobblestone Asset Management LLC | 164 055 | 78,27 | 7 012 | 93,51 | ||||
| 2025-08-01 | 13F | Y-Intercept (Hong Kong) Ltd | 22 770 | 973 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 11 792 | 92,52 | 504 | 108,71 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 22 833 | 1,71 | 976 | 10,42 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 272 | 1,49 | 12 | 10,00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 200 | 9 | ||||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 7 510 | 321 | ||||||
| 2025-08-12 | 13F | Charles Schwab Investment Management Inc | 10 916 062 | 6 486,97 | 466 552 | 7 051,32 | ||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 145 432 | 2,02 | 6 216 | 10,74 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 73 387 | 2,63 | 3 137 | 16,44 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 6 853 | 7,84 | 293 | 16,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6 484 376 | 1,93 | 277 142 | 10,65 | ||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 70 574 | 2,19 | 3 016 | 10,88 | ||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 9 400 | 0,27 | 402 | 8,67 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 164 530 | 39,87 | 7 032 | 51,82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 280 427 | 130,48 | 12 111 | 152,84 | ||||
| 2025-08-05 | 13F | Blue Barn Wealth, LLC | 97 749 | 2,98 | 4 178 | 11,80 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 661 833 | 5,61 | 28 287 | 14,65 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 16 194 | 710 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 380 284 | 3,24 | 144 473 | 12,08 | ||||
| 2025-08-18 | 13F | Second Line Capital, LLC | 234 021 | 3,45 | 10 002 | 12,31 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2 694 | 28,71 | 115 | 40,24 | ||||
| 2025-08-06 | 13F | Sound Financial Strategies Group, LLC | 14 084 | 0,49 | 602 | 9,07 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 46 317 | 31,52 | 2 049 | 47,87 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 585 722 | 3,38 | 25 075 | 17,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 38 476 | 22,31 | 1 644 | 32,79 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14 635 | 80,15 | 625 | 95,92 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 9 985 | 427 | ||||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 51 375 | 1,35 | 2 196 | 10,03 | ||||
| 2025-07-21 | 13F | Life Planning Partners, Inc | 11 373 | 1,07 | 486 | 9,71 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 241 408 | 3,39 | 10 318 | 12,24 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 28 265 | 20,86 | 1 208 | 31,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2 264 434 | 6,89 | 96 782 | 16,04 | ||||
| 2025-07-16 | 13F | Cadent Capital Advisors, LLC | 38 338 | 568,96 | 1 639 | 628,00 | ||||
| 2025-08-12 | NP | DFNDX - Kensington Defender Fund Institutional Class | 93 373 | 3 991 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 15 192 | 649 | ||||||
| 2025-08-13 | 13F | Tobias Financial Advisors, Inc. | 68 461 | 42,38 | 2 926 | 54,57 | ||||
| 2025-08-06 | NP | LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class | 599 068 | 1,70 | 25 604 | 10,41 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 824 | 0,02 | 420 | 8,55 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 169 651 | 1,21 | 7 251 | 9,87 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 11 526 | 4,50 | 493 | 13,36 | ||||
| 2025-08-08 | 13F | KM Capital Management Ltd. | 5 205 | 222 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 28 | 1 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 4 469 | 1,96 | 191 | 10,47 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 616 373 | 5,91 | 26 344 | 14,97 | ||||
| 2025-07-10 | 13F | Oldfather Financial Services, LLC | 4 757 | 203 | ||||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 36 975 | 1,14 | 1 619 | 161 700,00 | ||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 39 618 | 1,51 | 1 693 | 10,22 | ||||
| 2025-07-09 | 13F | Heritage Family Offices, LLP | 404 596 | 0,04 | 15 961 | 0,24 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 70 213 | 5,56 | 3 001 | 14,59 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 24 752 | 1 060 | ||||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 11 709 | 0,28 | 500 | 8,93 | ||||
| 2025-07-09 | 13F | Towerpoint Wealth, LLC | 21 774 | 84,71 | 931 | 100,43 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 11 352 | 9,34 | 485 | 18,87 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4 701 | 201 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12 441 | 4,79 | 532 | 13,70 | ||||
| 2025-07-22 | 13F | Ervin Investment Management, LLC | 79 044 | 1,77 | 3 378 | 10,50 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 23 999 | 25,87 | 1 026 | 36,67 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 984 214 | 54,69 | 42 065 | 67,93 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 19 323 | 17,44 | 826 | 27,51 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 253 600 | 0,25 | 10 839 | 8,83 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 29 986 | 21,22 | 1 282 | 31,65 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 7 806 | 3,12 | 334 | 11,74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15 982 | 683 | ||||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 29 545 | 6,44 | 1 263 | 15,57 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 418 921 | 11,36 | 60 645 | 20,89 | ||||
| 2025-07-18 | 13F | Trilogy Capital Inc. | 155 563 | 3,94 | 6 649 | 12,83 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 7 898 | 338 | ||||||
| 2025-08-07 | 13F | Fidelis Capital Partners, LLC | 42 054 | 33,89 | 1 830 | 49,06 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10 511 | 23,67 | 449 | 34,43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 26 530 | 1 134 | ||||||
| 2025-08-07 | 13F | Nwam Llc | 16 871 | 188,10 | 729 | 216,96 | ||||
| 2025-08-04 | 13F | Partners in Financial Planning | 69 372 | 8,18 | 2 965 | 17,43 | ||||
| 2025-08-14 | 13F | Gotham Asset Management, LLC | 24 481 | 1 046 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 25 083 | 0,96 | 1 072 | 9,61 | ||||
| 2025-08-14 | 13F | Obsidian Personal Planning Solutions LLC | 132 714 | 2,61 | 5 672 | 11,35 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 20 021 | 13,70 | 886 | 27,89 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 27 035 | 48,47 | 1 156 | 61,31 | ||||
| 2025-08-06 | 13F | SJA Financial Advisory, LLC | 16 097 | 0,74 | 688 | 9,22 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 181 099 | 0,02 | 7 740 | 8,59 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 17 467 | 747 | ||||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 42 640 | 12,35 | 1 822 | 21,95 | ||||
| 2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 201 962 | 7 955 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 733 297 | 41,56 | 31 | 55,00 | ||||
| 2025-07-21 | 13F | Compass Planning Associates Inc | 1 814 | 42,39 | 78 | 54,00 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 438 749 | 3,02 | 18 752 | 11,84 | ||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 15 070 | 0,37 | 644 | 8,97 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 10 818 | 19,14 | 464 | 35,38 | ||||
| 2025-08-08 | 13F | Strategies Wealth Advisors, LLC | 12 058 | 1,23 | 515 | 10,04 | ||||
| 2025-05-07 | 13F | Spectrum Wealth Counsel, LLC | 49 | 2 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 14 828 | 0,88 | 633 | 16,61 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 288 104 | 16,62 | 12 314 | 29,90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 334 327 | 25,60 | 14 289 | 36,36 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 71 594 | 5,79 | 3 060 | 14,83 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 26 201 | 88,67 | 1 120 | 104,95 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 630 359 | 30,83 | 26 942 | 42,03 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 20 153 | 23,74 | 861 | 34,32 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 39 608 | 0,44 | 1 693 | 9,02 | ||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 31 150 | 0,02 | 1 331 | 8,56 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 688 270 | 12,19 | 29 417 | 21,80 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 8 614 | 65,75 | 368 | 80,39 | ||||
| 2025-08-07 | 13F | PFG Advisors | 31 249 | 233,79 | 1 336 | 262,77 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 2 124 | 91 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 282 264 | 169,34 | 12 064 | 192,44 | ||||
| 2025-08-15 | 13F/A | Rakuten Securities, Inc. | 3 185 | 104,56 | 136 | 122,95 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 47 822 | 9,28 | 2 044 | 18,64 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 53 636 | 9,21 | 2 292 | 18,57 | ||||
| 2025-07-15 | 13F | Mather Group, Llc. | 10 419 | 3,53 | 445 | 12,37 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1 145 | 49 | ||||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 143 802 | 0,42 | 6 146 | 9,03 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 221 212 | 16,51 | 9 455 | 26,49 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 16 017 | 685 | ||||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 10 992 | 470 | ||||||
| 2025-08-13 | 13F | Gibbs Wealth Management | 148 782 | 6 359 | ||||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 12 263 | 4,78 | 524 | 13,91 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 19 364 | 1 | ||||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Ocean Park International ETF | 15 258 | 652 | ||||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 75 908 | 0,54 | 3 244 | 9,15 | ||||
| 2025-07-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 22 477 | 919 | ||||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 6 180 | 264 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 32 476 | 7,48 | 1 388 | 16,74 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 288 | 12 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 191 668 | 26,94 | 8 | 60,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 186 765 | 19,59 | 7 982 | 29,83 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 8 805 | 880 400,00 | 376 | |||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 77 536 | 1,49 | 3 314 | 10,18 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 259 425 | 13,87 | 11 088 | 26,84 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 240 | 10 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 18 885 | 1,11 | 1 | |||||
| 2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 168 969 | 202,68 | 7 222 | 228,68 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 135 059 | 8,56 | 5 772 | 18,04 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 72 143 | 4 225,12 | 2 | −98,46 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 34 930 | 50,34 | 1 493 | 69,93 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37 421 | 13,59 | 1 599 | 23,28 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 238 723 | 11,34 | 10 203 | 20,86 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 65 278 | 17,47 | 2 790 | 27,53 | ||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 115 010 | 3,05 | 5 | 0,00 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 9 723 | 6,68 | 416 | 15,92 | ||||
| 2025-08-13 | 13F | Marshall Wace, Llp | 17 979 | 768 | ||||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 6 198 | 265 | ||||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 114 689 | 3,17 | 4 902 | 12,00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 943 | 2,84 | 40 | 11,11 | ||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 34 756 | 8,00 | 1 485 | 17,21 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 93 790 | 5,03 | 4 009 | 14,03 | ||||
| 2025-04-15 | 13F | Collier Financial | 53 988 | 1 098,14 | 2 126 | 1 135,47 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 12 073 | 0,62 | 516 | 9,32 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 84 213 | 2,42 | 3 599 | 11,18 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 96 702 | 10,15 | 4 133 | 19,59 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 10 427 | 8,58 | 446 | 17,72 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 66 939 | 405,31 | 2 861 | 462,99 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 140 565 | 7,71 | 6 008 | 16,94 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 5 700 | 244 | ||||||
| 2025-07-22 | 13F | Capital Advisors Inc/ok | 416 459 | 3 503,21 | 17 799 | 3 811,87 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 112 240 | 0,47 | 4 797 | 9,07 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 11 337 | 2,02 | 485 | 10,76 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 10 678 | 0,74 | 458 | 7,03 | ||||
| 2025-07-28 | 13F | IFG Advisors, LLC | 5 111 | 218 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 350 | 100 | ||||||
| 2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 28 901 | 1,76 | 1 235 | 10,47 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 127 516 | 1 673,03 | 5 450 | 1 825,80 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 348 712 | 5,11 | 14 904 | 14,10 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 30 788 | 36,86 | 1 316 | 48,59 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 62 155 | 0,05 | 2 657 | 8,63 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 4 892 | 209 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 67 034 | 2,88 | 2 865 | 11,70 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 181 068 | 2,03 | 7 129 | 4,68 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 358 412 | 60,07 | 15 595 | 76,18 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 17 440 | 745 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 9 953 | 5,98 | 425 | 15,18 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 3 182 524 | 309,56 | 135 997 | 344,46 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 33 825 | 329,41 | 1 446 | 366,13 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 274 | 25,11 | 12 | 37,50 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 159 530 | 15,10 | 6 845 | 25,46 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 16 311 | 4,00 | 697 | 12,97 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 117 079 | 0,50 | 5 004 | 9,09 | ||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 27 944 | 14,00 | 1 194 | 23,73 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 18 152 | 776 | ||||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 160 722 | 1,59 | 7 106 | 19,96 | ||||
| 2025-08-14 | 13F | Quantitative Investment Management, LLC | 7 466 | 0 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 569 181 | 3,13 | 24 327 | 11,96 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 6 689 099 | 1,85 | 285 892 | 10,88 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 21 848 | 3,51 | 934 | 12,41 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 471 | 20 | ||||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 54 454 | 3,12 | 2 327 | 11,98 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 8 416 | 10,66 | 360 | 20,07 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 435 365 | 18 608 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 5 172 | 116,13 | 221 | 135,11 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 5 776 | 247 | ||||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 13 080 | 9,72 | 559 | 19,19 | ||||
| 2025-08-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 207 324 | 187,71 | 8 861 | 212,45 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 115 046 | 0,80 | 4 917 | 9,44 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5 339 952 | 5,52 | 228 232 | 14,56 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 105 558 | 34,75 | 4 512 | 46,27 | ||||
| 2025-07-24 | 13F | MA Private Wealth | 71 365 | 193,77 | 3 050 | 219,04 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 102 753 | 4,20 | 4 392 | 13,11 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 192 507 | 0,98 | 8 228 | 9,62 | ||||
| 2025-07-09 | 13F | OLIO Financial Planning | 66 534 | 25,47 | 2 844 | 36,22 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 90 477 | 32,64 | 4 | 50,00 | ||||
| 2025-08-12 | 13F | North Star Asset Management Inc | 63 696 | 6,64 | 2 722 | 15,78 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 686 | 158 | ||||||
| 2025-08-14 | 13F | Price T Rowe Associates Inc /md/ | 95 040 | 23,05 | 4 | 33,33 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 70 331 | 1,80 | 3 006 | 10,52 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 200 | 9 | ||||||
| 2025-08-14 | 13F | Integrated Investment Consultants, LLC | 182 962 | 2,27 | 7 820 | 11,02 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 5 631 | 8,31 | 241 | 17,65 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 215 528 | 29,94 | 9 212 | 41,06 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 59 | 1,72 | 0 | |||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 4 887 | 209 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2 530 | 60,84 | 108 | 77,05 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 277 | 11 | ||||||
| 2025-05-02 | 13F | MB Generational Wealth, LLC | 17 415 | 8,94 | 686 | 11,75 | ||||
| 2025-07-18 | 13F | Forbes J M & Co Llp | 278 646 | 0,09 | 11 909 | 8,67 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 84 099 | 3,35 | 3 594 | 12,21 | ||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 5 482 | 234 | ||||||
| 2025-08-12 | 13F | Summit Global Investments | 295 420 | 22,14 | 13 | 33,33 | ||||
| 2025-07-16 | 13F | American National Bank | 22 462 | 50,15 | 960 | 63,27 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 18 408 | 1,29 | 787 | 9,93 | ||||
| 2025-07-17 | 13F | KWB Wealth | 581 753 | 25,84 | 22 904 | 29,13 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 1 666 335 | 6,99 | 71 219 | 16,15 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 12 911 | 11,96 | 552 | 21,37 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 16 283 | 46,44 | 696 | 59,04 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 21 558 | 2,44 | 921 | 11,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 236 | 19,10 | 905 | 28,73 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 160 360 | 3,94 | 6 854 | 12,83 | ||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 655 | 16,13 | 28 | 22,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23 904 | 0,49 | 1 028 | 9,83 | ||||
| 2025-07-30 | 13F | Mason & Associates, LLC | 130 232 | 5,07 | 5 566 | 14,08 | ||||
| 2025-08-12 | 13F | Running Point Capital Advisors, LLC | 3 577 | 0,70 | 153 | 9,35 | ||||
| 2025-08-15 | 13F | Urban Financial Advisory Corp | 8 838 | 0,36 | 378 | 8,96 | ||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 681 809 | 29 141 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 15 130 | 25,80 | 647 | 36,58 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 90 575 | 0,28 | 3 871 | 8,89 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 72 608 | 4,24 | 3 103 | 13,17 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 133 521 | 1,92 | 5 707 | 11,05 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 6 523 | 279 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 10 796 | 68,06 | 461 | 82,94 | ||||
| 2025-07-22 | 13F | Echo Wealth Management, LLC | 61 590 | 3,42 | 2 632 | 12,29 | ||||
| 2025-07-23 | 13F | TPG Financial Advisors, LLC | 200 791 | 15,69 | 8 582 | 25,60 | ||||
| 2025-08-12 | 13F | Seeds Investor Llc | 41 190 | 44,46 | 1 760 | 56,86 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 250 | 11 | ||||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 372 657 | 3,32 | 15 927 | 12,16 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 885 | 38 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 263 116 | 15,20 | 11 246 | 25,07 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 60 | 3 | ||||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 11 106 | 5,59 | 475 | 14,49 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 161 977 | 6 923 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 71 210 | 30,34 | 3 044 | 41,53 | ||||
| 2025-07-14 | 13F | Rooted Wealth Advisors, Inc. | 16 916 | 0,46 | 724 | 17,34 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 15 868 | 2,16 | 678 | 10,97 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 29 800 | 107,67 | 1 274 | 125,71 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 161 167 | 63,24 | 6 888 | 77,21 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 26 586 | 95,16 | 1 136 | 111,94 | ||||
| 2025-07-28 | 13F | Cypress Wealth Services, LLC | 132 224 | 5 651 | ||||||
| 2025-07-18 | 13F | Northeast Financial Group, Inc. | 21 794 | 0,95 | 931 | 9,66 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 1 837 | 79 | ||||||
| 2025-07-25 | 13F | Iron Financial, LLC | 30 117 | 1,62 | 1 287 | 10,38 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 26 039 | 68 423,68 | 1 113 | 111 100,00 | ||||
| 2025-08-01 | 13F | May Hill Capital, LLC | 33 733 | 0,34 | 1 442 | 8,92 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 51 245 | 19,82 | 2 190 | 30,12 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 236 | 43,03 | 10 | 66,67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 102 828 | 5,84 | 47 134 | 14,89 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 4 842 | 22,40 | 207 | 32,90 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 63 791 | 6,26 | 2 726 | 15,36 | ||||
| 2025-07-10 | 13F | Brooklyn FI, LLC | 126 641 | 5,23 | 5 413 | 14,23 | ||||
| 2025-07-25 | 13F | ONE Advisory Partners, LLC | 229 650 | 70,87 | 10 153 | 91,87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 601 225 | 2,56 | 25 696 | 11,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 190 512 | 12,00 | 94 | 20,78 | ||||
| 2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 24 260 | 5,03 | 1 037 | 13,97 | ||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 9 104 | 22,58 | 358 | 26,06 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 10 076 | 16,88 | 431 | 26,84 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 23 255 | 22,96 | 994 | 33,47 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 5 760 | 246 | ||||||
| 2025-07-21 | 13F | Keystone Financial Group, Inc. | 60 | 1,69 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 42 | 2 | ||||||
| 2025-08-11 | 13F | Citigroup Inc | 258 247 | 78,86 | 11 037 | 94,18 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 9 200 | 393 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 27 667 | 1 | ||||||
| 2025-07-21 | 13F | Single Point Partners, LLC | 85 703 | 1,06 | 4 | 0,00 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 230 | 0,44 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 642 999 | 8,02 | 27 | 17,39 | ||||
| 2025-08-13 | 13F | Wrenne Financial Planning LLC | 114 324 | 12,59 | 4 886 | 22,24 | ||||
| 2025-07-22 | 13F | Vested Financial Planning, LLC | 40 005 | 3,24 | 1 710 | 12,07 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 264 | 1,15 | 11 | 10,00 | ||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 74 594 | 2,64 | 2 937 | 5,31 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 7 933 | 1,38 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 113 701 | 61,62 | 5 | 100,00 | ||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 157 076 | 1,37 | 6 713 | 10,05 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 218 849 | 1,58 | 9 | 12,50 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 36 792 | 0,01 | 1 572 | 8,56 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 113 | 5 | ||||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 223 600 | 200,03 | 9 557 | 225,70 | ||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 355 532 | 10,75 | 15 195 | 20,23 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 24 370 | 243,48 | 1 042 | 273,12 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 38 544 | 1 647 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 26 570 | 1 216,65 | 1 | |||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 4 730 | 202 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 54 003 | 46,33 | 2 308 | 58,95 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 929 | 40 | ||||||
| 2025-07-10 | 13F | YHB Investment Advisors, Inc. | 73 074 | 1,69 | 3 123 | 10,39 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 54 225 | 117,59 | 2 318 | 136,19 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 171 897 | 10,56 | 7 347 | 20,01 | ||||
| 2025-08-12 | 13F | Investments & Financial Planning, LLC | 4 870 | 208 | ||||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 264 670 | 34,59 | 11 312 | 46,11 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 3 370 | 318,63 | 144 | 364,52 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 356 | 374,67 | 15 | 650,00 | ||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 5 138 | 237 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 394 | 122,60 | 0 | |||||
| 2025-07-29 | 13F | Level Wealth Management LLC | 27 207 | 1 163 | ||||||
| 2025-07-30 | 13F | TFB Advisors LLC | 7 476 | 8,13 | 320 | 17,28 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 36 134 | 0,90 | 1 544 | 9,58 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 5 201 | 222 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 25 825 | 252,90 | 1 104 | 282,99 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 39 143 | 26,31 | 1 673 | 37,05 | ||||
| 2025-07-15 | 13F | RTD Financial Advisors, Inc. | 51 595 | 52,50 | 2 205 | 65,66 | ||||
| 2025-07-09 | 13F | Parkside Advisors LLC | 5 151 | 220 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 7 729 | 0,93 | 330 | 9,63 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 390 240 | 1,31 | 16 679 | 9,98 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 28 226 | 15,55 | 1 206 | 25,49 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 154 460 | 0,74 | 6 602 | 9,36 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 59 350 | 541,27 | 2 537 | 596,70 | ||||
| 2025-08-05 | 13F | Magnolia Capital Advisors Llc | 24 665 | 3,80 | 1 054 | 12,73 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 297 561 | 1,25 | 12 718 | 9,91 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7 530 | 0,07 | 322 | 8,45 | ||||
| 2025-07-24 | NP | ARAAX - Horizon Active Risk Assist Fund Advisor Class | 3 446 927 | 0,43 | 140 910 | 5,65 | ||||
| 2025-08-08 | 13F | Creative Planning | 22 882 892 | 0,92 | 978 015 | 9,56 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 382 435 | 2,90 | 16 345 | 11,71 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 144 403 | 1,41 | 6 172 | 10,08 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 187 323 | 2,59 | 8 006 | 11,38 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 335 | 14 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11 565 | 16,49 | 494 | 26,67 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 18 257 | 41,16 | 1 | |||||
| 2025-07-22 | 13F | Integrated Capital Management, LLC | 109 429 | 5,34 | 5 | 0,00 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 67 092 | 11,05 | 2 868 | 20,56 | ||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 73 350 | 7,92 | 3 135 | 17,16 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 2 154 239 | 1,29 | 92 072 | 9,96 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 491 840 | 1,56 | 63 761 | 10,25 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 22 933 | 6,26 | 980 | 15,43 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 96 170 | 4 110 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 192 | 200,00 | 8 | 300,00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 48 593 | 3,17 | 2 077 | 11,97 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 97 558 | 5,81 | 4 170 | 14,88 | ||||
| 2025-08-07 | 13F | Greystone Financial Group, LLC | 14 140 | 604 | ||||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 7 584 | 324 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 31 502 | 1 346 | ||||||
| 2025-08-01 | 13F | Motco | 128 | 6 | ||||||
| 2025-06-27 | NP | IDUB - International Drawdown Managed Equity ETF | 1 924 073 | 8,87 | 75 789 | 10,72 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 11 653 686 | 8,85 | 498 078 | 18,16 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 65 539 | 149,30 | 2 801 | 170,89 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 416 111 | 2,18 | 17 785 | 10,93 | ||||
| 2025-07-08 | 13F | Partnership Wealth Management, LLC | 57 952 | 2,76 | 2 477 | 11,53 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 851 | 2 263,89 | 36 | 3 500,00 | ||||
| 2025-08-14 | 13F | Clarity Capital Advisors, LLC | 8 236 | 1,23 | 352 | 10,00 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 40 803 | 3,93 | 1 744 | 12,82 | ||||
| 2025-07-29 | 13F | Angeles Wealth Management, Llc | 19 400 | 829 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 197 777 | 46,83 | 8 453 | 59,41 | ||||
| 2025-08-14 | 13F | Fmr Llc | 66 007 | 29,23 | 2 821 | 40,35 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 33 754 | 46,30 | 1 461 | 60,20 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 5 302 | 227 | ||||||
| 2025-08-05 | 13F | Tsfg, Llc | 1 180 | 18,95 | 0 | |||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 30 391 | 86,13 | 1 299 | 102,18 | ||||
| 2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 4 948 | 211 | ||||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8 028 | 343 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 19 802 | 16,20 | 846 | 26,27 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 16 290 | 50,28 | 1 | |||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7 213 | 308 | ||||||
| 2025-08-08 | 13F | Leicht Financial Planning & Wealth Management, Inc. | 240 225 | 93,74 | 10 267 | 110,35 | ||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 86 684 | 71,39 | 3 705 | 86,04 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 462 963 | 8,59 | 19 787 | 17,89 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 16 893 | 1,47 | 722 | 10,23 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 401 292 | 98,21 | 17 151 | 115,19 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 58 682 | 2,82 | 2 508 | 11,62 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 5 297 | 226 | ||||||
| 2025-08-14 | 13F | Redwood Financial Network Corp | 13 904 | 19,67 | 594 | 29,98 | ||||
| 2025-07-25 | 13F | Hassell Wealth Management, LLC | 22 709 | 1,52 | 1 004 | 18,70 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 36 273 | 6,67 | 1 550 | 15,84 | ||||
| 2025-07-10 | 13F | Affiance Financial, LLC | 184 599 | 14,25 | 7 890 | 24,04 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4 940 | 211 | ||||||
| 2025-08-12 | 13F | Kensington Asset Management, LLC | 93 373 | 3 991 | ||||||
| 2025-07-17 | 13F | K2 Financial Inc. | 10 586 | 4,93 | 456 | 20,00 |
