Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio S&P 500 ETF inkluderar Kedalion Capital Management LLP, TIG Advisors, LLC, Exchange Traded Concepts, Llc, EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB, Nissay Asset Management Corp /japan/ /adv, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class, SIRAX - Sierra Tactical All Asset Fund Class A, ALLW - SPDR Bridgewater All Weather ETF, Sykon Capital Llc, Twin Tree Management, LP, Tradewinds, LLC., Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class, Moulton Wealth Management, Inc, Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class, Blue Capital, Inc., Ascension Capital Advisors, Inc., M Holdings Securities, Inc., Bradley Foster & Sargent Inc/ct, Meitav Dash Investments Ltd, och Midwest Trust Co .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11 591 | 9,17 | 843 | 20,63 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 124 564 | 3,39 | 9 055 | 14,29 | ||||
| 2025-07-24 | 13F | Ridgeline Wealth Planning, LLC | 457 590 | 9,06 | 33 262 | 20,55 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 76 589 | 6,54 | 5 567 | 17,77 | ||||
| 2025-08-14 | 13F | Keystone Financial Services, LLC | 175 002 | 3,26 | 12 721 | 14,14 | ||||
| 2025-07-09 | 13F | Lincoln Capital Corp | 113 123 | 13,73 | 8 223 | 25,72 | ||||
| 2025-08-08 | 13F | Creative Planning | 31 140 324 | 1,04 | 2 263 590 | 11,69 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 1 966 408 | 2,59 | 142 938 | 13,40 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 791 | 0,51 | 57 | 11,76 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 5 502 | 2,40 | 400 | 13,03 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 37 842 | 13,57 | 2 751 | 25,51 | ||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 16 666 | 1 211 | ||||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 419 555 | 3,87 | 30 497 | 14,82 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 2 753 | 200 | ||||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2 929 | 213 | ||||||
| 2025-07-29 | 13F | Arista Wealth Management, LLC | 36 815 | 0,77 | 2 676 | 11,41 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 6 645 | 0 | ||||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 373 635 | 13,93 | 27 160 | 38,81 | ||||
| 2025-08-06 | 13F | Metis Global Partners, LLC | 26 647 | 17,18 | 1 937 | 29,50 | ||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 125 | 9 | ||||||
| 2025-08-11 | 13F | Vanguard Group Inc | 13 383 | 3,47 | 973 | 14,35 | ||||
| 2025-07-18 | 13F | Vicus Capital | 48 103 | 0,67 | 3 497 | 11,27 | ||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 25 847 | 13,22 | 1 879 | 25,12 | ||||
| 2025-07-24 | 13F | Vivid Wealth Management, LLC | 33 151 | 2,51 | 2 410 | 13,31 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 7 201 | 7,62 | 523 | 18,86 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 232 647 | 537,23 | 16 911 | 604,63 | ||||
| 2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 3 746 | 272 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 41 668 | 1,27 | 3 029 | 11,94 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 9 079 | 660 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 59 401 970 | 88,51 | 4 317 929 | 108,37 | ||||
| 2025-07-23 | 13F | Louisiana State Employees Retirement System | 533 400 | 7,15 | 38 773 | 18,44 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1 177 549 | 3,73 | 85 596 | 14,66 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 4 409 | 121,78 | 320 | 150,00 | ||||
| 2025-08-14 | 13F | USS Investment Management Ltd | 41 572 102 | 96,09 | 3 021 668 | 116,76 | ||||
| 2025-08-06 | 13F | O'Dell Group, LLC | 889 651 | 2,66 | 64 669 | 13,48 | ||||
| 2025-08-20 | 13F | Tull Financial Group, Inc. | 656 054 | 8,57 | 47 689 | 20,01 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 859 | 62 | ||||||
| 2025-08-01 | 13F | Bessemer Group Inc | 231 | 0 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 920 220 | 7,92 | 67 | 17,86 | ||||
| 2025-08-06 | 13F | Strategic Financial Partners, Ltd. | 593 185 | 19,93 | 43 119 | 32,57 | ||||
| 2025-07-22 | 13F | JSF Financial, LLC | 41 523 | 3,84 | 3 018 | 14,80 | ||||
| 2025-07-17 | 13F | Spectrum Strategic Capital Management, LLC | 87 352 | 241,01 | 6 350 | 277,02 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 16 877 | 0,11 | 1 227 | 10,65 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 111 757 | 9,99 | 8 124 | 21,58 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 225 968 | 67,08 | 16 426 | 84,70 | ||||
| 2025-08-08 | 13F | National Mutual Insurance Federation of Agricultural Cooperatives | 9 536 000 | 6,51 | 693 172 | 17,74 | ||||
| 2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 63 578 | 4,37 | 4 622 | 15,38 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 23 166 | 21,14 | 1 684 | 33,89 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 34 520 | 17,98 | 2 509 | 30,41 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 2 335 301 | 68,70 | 169 753 | 87,59 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 113 557 | 30,08 | 8 254 | 43,80 | ||||
| 2025-07-07 | 13F | Retirement Wealth Solutions LLC | 440 | 32 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 175 699 | 54,77 | 12 772 | 71,08 | ||||
| 2025-08-14 | 13F | Potomac Fund Management Inc /adv | 22 930 | 1 684 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2 307 503 | 15,90 | 167 732 | 28,12 | ||||
| 2025-07-07 | 13F | RB Capital Management, LLC | 5 250 | 9,56 | 382 | 20,95 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 194 522 | 20,90 | 14 140 | 33,64 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 187 501 | 74,50 | 13 629 | 92,88 | ||||
| 2025-07-15 | 13F | DB Fitzpatrick & Co, Inc | 12 | 1 | ||||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 3 706 | 269 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 213 332 | 13,14 | 15 507 | 25,07 | ||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 436 977 | 101,65 | 28 736 | 92,35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 367 976 | 431,11 | 26 748 | 485,04 | ||||
| 2025-08-04 | 13F | Spinnaker Trust | 2 053 233 | 2,58 | 149 250 | 13,39 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 19 957 | 13,59 | 1 451 | 25,54 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 37 666 | 2 738 | ||||||
| 2025-07-08 | 13F | RMR Wealth Builders | 39 667 | 0,15 | 2 892 | 10,64 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 13 694 | 0,48 | 995 | 11,05 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 90 094 | 1 664,47 | 6 549 | 1 854,63 | ||||
| 2025-08-06 | 13F | Tradewinds, LLC. | 199 609 | 14 510 | ||||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3 440 | 258 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 33 628 | 2 444 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 280 211 | 78,80 | 20 369 | 97,65 | ||||
| 2025-08-05 | 13F | Rockline Wealth Management, LLC | 2 993 | 218 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 87 | 141,67 | 6 | 200,00 | ||||
| 2025-08-06 | 13F | Regimen Wealth, Llc | 9 710 | 5,37 | 706 | 15,95 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 67 294 | 2,35 | 4 892 | 13,14 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 61 649 | 149,59 | 4 481 | 175,92 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 143 554 | 5,77 | 10 435 | 16,92 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 122 055 | 27,02 | 8 462 | 42,24 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 913 360 | 66 392 | ||||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 5 317 895 | 3,75 | 386 558 | 14,68 | ||||
| 2025-07-08 | 13F | Zrc Wealth Management, Llc | 376 | 0,27 | 27 | 12,50 | ||||
| 2025-07-30 | 13F | SkyOak Wealth, LLC | 199 519 | 0,24 | 14 503 | 10,80 | ||||
| 2025-07-15 | 13F | tru Independence LLC | 12 502 | 27,08 | 909 | 40,56 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 1 257 410 | 2,22 | 91 401 | 13,00 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 100 175 | 96,76 | 7 282 | 117,47 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 53 269 | 11,70 | 3 882 | 23,13 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 5 897 | 388 | ||||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 611 381 | 78,92 | 44 441 | 97,77 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 43 329 | 4,54 | 3 150 | 15,56 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 17 775 | 1,80 | 1 292 | 12,54 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 32 426 | 57,85 | 2 357 | 74,59 | ||||
| 2025-07-10 | 13F | McHugh Group, LLC | 45 974 | 7,19 | 3 342 | 18,48 | ||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 5 906 | 82,12 | 429 | 101,41 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 82 928 | 6 028 | ||||||
| 2025-07-28 | 13F | Prairie Sky Financial Group LLC | 180 872 | 3,20 | 13 148 | 14,07 | ||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 75 142 | 19,31 | 5 462 | 31,90 | ||||
| 2025-07-14 | 13F | Pacifica Partners Inc. | 580 | 42 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 13 547 | 222,09 | 1 024 | 273,72 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 101 807 | 3,21 | 7 400 | 14,09 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 998 | 0,20 | 73 | 10,77 | ||||
| 2025-08-07 | 13F | Meeder Advisory Services, Inc. | 9 177 | 57,68 | 667 | 74,61 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Active ETF | 131 018 | 2,03 | 9 083 | 1,21 | ||||
| 2025-07-23 | 13F | Vontobel Holding Ltd. | 3 000 | 218 | ||||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 35 858 | 19,15 | 2 607 | 31,68 | ||||
| 2025-07-23 | 13F | BankPlus Trust Department | 31 350 | 2 279 | ||||||
| 2025-08-12 | 13F | Bokf, Na | 2 338 | 112,93 | 170 | 134,72 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 186 322 | 23,04 | 13 544 | 36,00 | ||||
| 2025-07-29 | 13F | May Barnhard Investments LLC | 3 252 | 0,31 | 236 | 10,80 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 3 870 | 3 125,00 | 281 | 3 914,29 | ||||
| 2025-07-22 | 13F | Private Wealth Group, LLC | 714 771 | 5,46 | 51 957 | 16,57 | ||||
| 2025-07-31 | 13F | Ballast Advisors Llc | 1 384 | 56,56 | 101 | 72,41 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 24 623 | 1 790 | ||||||
| 2025-08-12 | 13F | Meridian Wealth Advisors, LLC | 3 791 | 0,11 | 276 | 10,44 | ||||
| 2025-06-26 | NP | ALLW - SPDR Bridgewater All Weather ETF | 394 482 | 25 720 | ||||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 13 954 | 127,23 | 1 014 | 151,61 | ||||
| 2025-08-14 | 13F | Blue Capital, Inc. | 92 007 | 6 688 | ||||||
| 2025-07-28 | 13F | Cushing Capital Partners, LLC | 62 702 | 15,49 | 4 558 | 27,65 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 44 200 159 | 42,24 | 3 196 556 | 57,36 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 141 967 | 16,09 | 10 320 | 28,33 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 20 870 | 4,25 | 1 578 | 24,74 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 123 514 | 0,32 | 8 978 | 10,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 474 264 | 4,02 | 34 474 | 14,98 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 92 | 7 | ||||||
| 2025-07-09 | 13F | Presidio Capital Management, LLC | 3 238 | 235 | ||||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 5 487 | 1,42 | 398 | 12,11 | ||||
| 2025-07-29 | 13F | Kanawha Capital Management Llc | 71 212 | 1,25 | 5 176 | 11,91 | ||||
| 2025-07-17 | 13F | CogentBlue Wealth Advisors, LLC | 3 147 | 0,70 | 229 | 11,22 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 694 | 2,12 | 431 | 18,46 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 154 | 6,94 | 11 | 22,22 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 28 546 | 10,60 | 2 083 | 30,29 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 41 367 | 6,34 | 3 021 | 21,52 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 10 980 | 0,17 | 798 | 10,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 4 135 132 | 46,65 | 300 583 | 62,11 | ||||
| 2025-07-25 | 13F | Transcendent Capital Group LLC | 77 936 | 0,23 | 5 665 | 10,80 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 588 463 | 563,66 | 42 775 | 633,70 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 7 207 | 0,32 | 524 | 10,81 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 457 391 | 93,87 | 33 248 | 114,30 | ||||
| 2025-07-16 | 13F | Rainier Family Wealth Inc | 151 302 | 3,17 | 10 998 | 14,05 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 3 772 865 | 2,17 | 274 | 13,22 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 10 589 | 31,10 | 770 | 44,82 | ||||
| 2025-08-14 | 13F | Safeguard Investment Advisory Group, LLC | 5 643 | 8,54 | 410 | 20,23 | ||||
| 2025-08-07 | 13F | PFG Advisors | 324 648 | 61,67 | 23 599 | 78,72 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 12 037 | 5,77 | 875 | 16,84 | ||||
| 2025-07-11 | 13F | Spence Asset Management | 141 826 | 6,30 | 10 | 25,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3 425 956 | 75,57 | 252 048 | 96,43 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 2 822 093 | 11,56 | 205 138 | 23,32 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 47 370 | 171,96 | 3 443 | 200,70 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 224 128 | 46,31 | 16 292 | 61,73 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 56 316 | 2,40 | 4 094 | 13,19 | ||||
| 2025-08-14 | 13F | Knightsbridge Asset Management, Llc | 375 228 | 6,09 | 27 275 | 17,27 | ||||
| 2025-08-07 | 13F | Sanchez Wealth Management Group | 37 840 | 2,84 | 2 751 | 13,68 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 3 503 | 8,22 | 259 | 21,70 | ||||
| 2025-07-08 | 13F | GK Wealth Management LLC | 11 039 | 14,83 | 802 | 26,90 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 18 637 | 1 355 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 84 957 | 45,39 | 6 176 | 60,72 | ||||
| 2025-08-14 | 13F | TIG Advisors, LLC | 5 910 541 | 429 787 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1 068 772 | 85,02 | 78 | 108,11 | ||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 89 716 | 2,49 | 6 521 | 13,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 549 971 | 0,29 | 39 977 | 10,86 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 638 521 | 18,67 | 46 414 | 31,18 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 8 065 | 2,26 | 586 | 13,13 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 2 139 | 5,63 | 155 | 16,54 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 89 297 | 0,62 | 6 491 | 11,23 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 36 874 | 0,49 | 2 680 | 11,11 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 855 769 | 14,06 | 62 206 | 26,08 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 570 503 | 14,05 | 41 470 | 26,06 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 259 846 | 156,83 | 19 317 | 190,34 | ||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 391 | 28 | ||||||
| 2025-08-14 | 13F | Synovus Financial Corp | 9 046 | 10,13 | 658 | 21,67 | ||||
| 2025-07-10 | 13F | Selective Wealth Management, Inc. | 139 360 | 21,69 | 10 230 | 42,24 | ||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 19 175 | 17,59 | 1 394 | 29,94 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4 137 001 | 12,82 | 300 719 | 24,71 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 32 164 | 5,68 | 2 338 | 16,79 | ||||
| 2025-08-08 | 13F | Flaharty Asset Management, LLC | 177 | 13 | ||||||
| 2025-08-13 | 13F | Northern Trust Corp | 82 706 | 1,53 | 6 012 | 12,23 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 29 816 | 12,37 | 2 167 | 24,25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 2 725 983 | 57,58 | 198 | 75,22 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 83 385 | 2,39 | 6 061 | 13,18 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 2 759 | 201 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 30 204 | 21,70 | 2 196 | 34,50 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 448 526 | 221,69 | 32 603 | 255,62 | ||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 40 635 | 1,21 | 3 | 0,00 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 25 881 | 2,12 | 1 881 | 12,91 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 7 581 592 | 3,14 | 551 106 | 14,01 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 433 011 | 24,31 | 31 476 | 37,42 | ||||
| 2025-07-22 | 13F | Grimes & Company, Inc. | 3 732 | 13,30 | 271 | 25,46 | ||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 24 486 | 553,48 | 1 780 | 623,17 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 2 925 | 213 | ||||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 443 416 | 11,69 | 32 232 | 23,46 | ||||
| 2025-08-04 | 13F | Merkkuri Wealth Advisors LLC | 199 609 | 22,52 | 14 510 | 35,43 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7 265 | 11,87 | 528 | 23,65 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 8 754 | 19,10 | 636 | 31,68 | ||||
| 2025-07-29 | 13F | Elevation Capital Advisory, LLC | 2 788 | 203 | ||||||
| 2025-08-13 | 13F | MBM Wealth Consultants, LLC | 45 288 | 1,21 | 3 292 | 11,86 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 6 122 | 445 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 187 330 | 13,25 | 13 617 | 25,19 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 7 822 | 2,70 | 569 | 13,60 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 118 967 | 185,58 | 8 648 | 215,70 | ||||
| 2025-08-07 | 13F | Vise Technologies, Inc. | 16 338 | 1 188 | ||||||
| 2025-07-25 | 13F | Cerro Pacific Wealth Advisors LLC | 5 968 | 47,39 | 434 | 55,20 | ||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 24 748 | 175,50 | 1 799 | 204,75 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 489 | 194,58 | 36 | 250,00 | ||||
| 2025-07-24 | 13F | Strong Tower Advisory Services | 45 902 | 42,98 | 3 337 | 75,21 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 9 972 | 48,70 | 725 | 64,55 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 39 930 | 10,28 | 2 902 | 21,88 | ||||
| 2025-08-14 | 13F | Norinchukin Bank, The | 3 511 270 | 2,96 | 255 234 | 13,81 | ||||
| 2025-07-22 | 13F | Romano Brothers And Company | 5 042 | 0,06 | 367 | 10,57 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 23 970 | 4,11 | 1 742 | 15,06 | ||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 5 288 | 1,75 | 384 | 12,61 | ||||
| 2025-08-14 | 13F | Comerica Bank | 39 980 | 39,16 | 2 906 | 53,84 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 28 016 | 2 036 | ||||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 1 176 217 | 1,99 | 85 499 | 12,74 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 281 | 2,18 | 20 | 11,11 | ||||
| 2025-07-09 | 13F | Harbor Capital Advisors, Inc. | 72 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 65 611 | 19,49 | 4 769 | 32,11 | ||||
| 2025-04-28 | 13F | Boulder Wealth Advisors, LLC | 3 123 | 205 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 4 615 | 37,97 | 335 | 52,97 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 8 430 | 24,13 | 613 | 40,37 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 273 770 | 0,11 | 18 003 | −4,51 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 21 013 | 0,69 | 1 527 | 11,30 | ||||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 35 123 | 3,31 | 2 553 | 14,23 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 96 497 | 7,61 | 7 014 | 18,96 | ||||
| 2025-08-01 | 13F | Milestone Asset Management Group, LLC | 3 831 | 278 | ||||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 6 079 | 2,31 | 442 | 13,08 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 336 170 | 8,60 | 24 436 | 20,04 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 349 460 | 27,65 | 25 402 | 41,10 | ||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 758 839 | 0,23 | 55 160 | 10,79 | ||||
| 2025-07-29 | 13F | Two West Capital Advisors LLC | 2 992 | 224 | ||||||
| 2025-07-30 | 13F | Parcion Private Wealth LLC | 81 521 | 0,62 | 5 926 | 11,23 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 86 770 | 65,64 | 6 477 | 96,39 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 642 161 | 11,57 | 46 679 | 23,32 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 107 300 | 18,06 | 7 800 | 30,51 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 617 700 | 1,35 | 44 901 | 12,03 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 20 | 1 | ||||||
| 2025-08-06 | 13F | Paladin Advisory Group, LLC | 2 084 | 33,42 | 151 | 48,04 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 15 282 | 1,06 | 1 124 | 25,31 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 128 | 9 | ||||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 12 025 | 2,65 | 874 | 13,51 | ||||
| 2025-07-09 | 13F | Fragasso Group Inc. | 166 087 | 2,50 | 12 073 | 13,30 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 995 | 72 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 4 063 | 0,02 | 295 | 10,49 | ||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 20 505 | 85,15 | 1 491 | 104,67 | ||||
| 2025-08-06 | 13F | Kedalion Capital Management LLP | 7 014 380 | 509 875 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 14 257 | 1 036 | ||||||
| 2025-08-08 | 13F/A | Prospect Financial Services LLC | 26 659 | 316,87 | 1 938 | 361,19 | ||||
| 2025-08-28 | NP | SIRAX - Sierra Tactical All Asset Fund Class A | 482 200 | 35 051 | ||||||
| 2025-07-18 | 13F | Astor Investment Management LLC | 293 571 | 12,14 | 21 340 | 23,96 | ||||
| 2025-08-13 | 13F | Cutler Capital Management, LLC | 10 150 | 738 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 47 993 | 32,20 | 3 489 | 46,12 | ||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 145 768 | 4,57 | 10 596 | 15,59 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 1 587 263 | 22,69 | 115 378 | 35,62 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 70 588 | 14,19 | 5 131 | 26,22 | ||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 940 | 0,32 | 68 | 11,48 | ||||
| 2025-07-23 | 13F/A | Euro Pacific Asset Management, LLC | 5 051 | 0 | ||||||
| 2025-08-12 | 13F | Inscription Capital, LLC | 4 117 | 299 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 82 139 | 3,80 | 5 971 | 14,74 | ||||
| 2025-07-25 | 13F | Lodestar Private Asset Management Llc | 4 822 | 351 | ||||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 31 474 | 332,39 | 2 288 | 378,45 | ||||
| 2025-07-02 | 13F | S. R. Schill & Associates | 229 784 | 2,64 | 16 703 | 13,46 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 13 106 | 0,06 | 953 | 15,53 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 55 181 | 12,05 | 4 011 | 23,87 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 308 914 | 2,35 | 22 455 | 13,14 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 1 649 753 | 9,87 | 119 921 | 21,44 | ||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 97 242 | 2,81 | 7 068 | 13,65 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 11 883 | 7,35 | 864 | 18,71 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | Put | 12 800 | 13 | |||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1 622 431 | 79,70 | 117 935 | 98,64 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 26 685 | 18,98 | 1 940 | 31,55 | ||||
| 2025-07-23 | 13F | Bluestem Financial Advisors, Llc | 50 518 | 0,24 | 3 672 | 10,80 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 568 746 | 2,32 | 41 342 | 13,10 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 9 144 | 21,11 | 665 | 33,87 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 2 975 | 216 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 279 164 | 0,78 | 20 292 | 11,40 | ||||
| 2025-07-09 | 13F | Clarus Wealth Advisors | 118 100 | 1,44 | 8 618 | 15,77 | ||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 1 569 | 52,18 | 114 | 70,15 | ||||
| 2025-08-07 | 13F | Ascension Capital Advisors, Inc. | 87 329 | 6 348 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 2 412 | 175 | ||||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 11 914 | 0,05 | 866 | 10,60 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 106 046 | 2,01 | 7 708 | 12,76 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 106 475 | 49,16 | 7 735 | 82,64 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 17 713 | 27,99 | 1 288 | 59,28 | ||||
| 2025-07-15 | 13F | Norden Group Llc | 20 429 | 6,78 | 1 485 | 18,04 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 59 729 | 4,14 | 4 342 | 15,12 | ||||
| 2025-07-07 | 13F | First Community Trust Na | 292 | 21 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 237 591 | 5,33 | 17 271 | 16,43 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 38 436 | 77,48 | 2 794 | 96,14 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 145 934 | 10 608 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 47 799 | 374,43 | 3 143 | 352,88 | ||||
| 2025-08-08 | 13F | Principal Financial Group Inc | 675 230 | 43,67 | 49 083 | 58,82 | ||||
| 2025-07-15 | 13F | Legacy Solutions, Llc | 226 767 | 4,98 | 16 484 | 16,04 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 770 715 | 3,56 | 56 023 | 14,48 | ||||
| 2025-08-14 | 13F | Dearborn Partners Llc | 43 732 | 18,10 | 3 179 | 30,51 | ||||
| 2025-07-25 | 13F | Ccg Wealth Management, Llc | 610 231 | 2,20 | 44 358 | 12,97 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 35 023 | 247,00 | 2 624 | 301,84 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 5 256 | 28,79 | 382 | 42,54 | ||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 3 426 | 249 | ||||||
| 2025-07-16 | 13F | Wealth Group Ltd | 23 821 | 1 732 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 176 445 | 7,88 | 12 826 | 19,25 | ||||
| 2025-08-08 | 13F | MTM Investment Management, LLC | 14 | 1 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 65 767 | 5,12 | 4 781 | 16,19 | ||||
| 2025-07-25 | 13F | Richardson Financial Services Inc. | 93 124 | 14,97 | 6 765 | 27,02 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 105 504 | 5,30 | 7 669 | 16,41 | ||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 8 044 | 2,68 | 585 | 13,40 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 11 | 1 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 51 659 | 12,78 | 3 755 | 24,67 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 9 937 | 0,47 | 722 | 6,02 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 1 103 488 | 1,69 | 80 | 12,68 | ||||
| 2025-07-16 | 13F | Kendall Capital Management | 2 768 | 201 | ||||||
| 2025-07-15 | 13F | Colonial River Wealth Management, LLC | 7 290 | 21,54 | 537 | 36,04 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 634 | 246,45 | 46 | 283,33 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 6 572 | 100,00 | 478 | 120,83 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 196 716 | 0,82 | 14 299 | 11,45 | ||||
| 2025-08-14 | 13F | Boothbay Fund Management, Llc | 8 500 | 618 | ||||||
| 2025-07-21 | 13F | Jackson Wealth Management, LLC | 503 396 | 91,95 | 36 592 | 112,19 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 4 807 | 0,46 | 349 | 11,15 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 664 018 | 0,19 | 48 267 | 10,75 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 643 254 | 13,91 | 46 758 | 25,92 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 582 460 | 6,72 | 42 339 | 17,97 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 171 601 | 10,45 | 12 800 | 24,78 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 1 112 | 209,75 | 81 | 247,83 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 5 902 | 429 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 729 | 143,00 | 53 | 173,68 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 2 087 | 26,81 | ||||||
| 2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6 439 | 40,99 | 468 | 56,00 | ||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 253 015 | 3,30 | 18 392 | 14,19 | ||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 6 046 | 439 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 8 708 | 33,05 | 633 | 46,98 | ||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 6 479 | 0,29 | 471 | 10,85 | ||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 994 | 0,10 | 145 | 9,92 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 290 740 | 6,44 | 21 134 | 17,65 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 055 143 | 10,58 | 149 388 | 22,23 | ||||
| 2025-07-16 | 13F | NovaPoint Capital, LLC | 182 976 | 0,50 | 13 301 | 11,08 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 289 537 | 1 225,54 | 21 | 2 000,00 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 5 108 | 2,12 | 371 | 13,11 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 7 994 | 12,04 | 581 | 23,88 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22 637 | 1 645 | ||||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 9 915 | 0,74 | 652 | 3,66 | ||||
| 2025-08-13 | 13F | GM Advisory Group, Inc. | 4 406 753 | 5,33 | 320 327 | 16,43 | ||||
| 2025-07-14 | 13F | Financial Advisory Partners, Llc | 28 523 | 6,38 | 2 073 | 17,58 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 219 988 | 214,93 | 15 991 | 248,14 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 2 509 | 17,46 | 182 | 23,81 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 31 | 2 | ||||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 3 437 | 2,87 | 250 | 13,70 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 9 538 | 0,28 | 693 | 10,72 | ||||
| 2025-08-13 | 13F | AMJ Financial Wealth Management | 12 767 | 928 | ||||||
| 2025-07-07 | 13F | Investors Research Corp | 231 439 | 7,65 | 16 823 | 18,99 | ||||
| 2025-07-10 | 13F | HF Advisory Group, LLC | 50 649 | 0,23 | 3 682 | 10,77 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 940 516 | 17,16 | 723 | 29,62 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 14 198 | 20,60 | 1 032 | 33,33 | ||||
| 2025-08-20 | 13F/A | Thompson Davis & Co., Inc. | 11 450 | 21,16 | 832 | 33,98 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 1 046 071 | 32,13 | 76 039 | 46,05 | ||||
| 2025-08-14 | 13F | Nissay Asset Management Corp /japan/ /adv | 1 064 700 | 77 393 | ||||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 78 417 | 94,49 | 5 700 | 115,01 | ||||
| 2025-08-05 | 13F | Jacobson & Schmitt Advisors, Llc | 12 591 | 915 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 112 170 | 6,26 | 80 843 | 17,46 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | Put | 302 200 | 18,28 | 21 967 | 30,74 | |||
| 2025-07-16 | 13F | Dakota Wealth Management | 41 278 | 0,77 | 3 000 | 11,40 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 2 959 | 15,59 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 999 568 | 24,53 | 72 659 | 31,30 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 2 862 | 208 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 115 334 | 16,47 | 8 384 | 28,73 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 299 | 22 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 114 330 | 47,71 | 8 311 | 63,29 | ||||
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 24 345 | 8,47 | 2 | 0,00 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 851 | 62 | ||||||
| 2025-07-30 | 13F | Wbh Advisory Inc | 592 919 | 45,29 | 43 099 | 60,60 | ||||
| 2025-08-11 | 13F | Lowe Brockenbrough & Co Inc | 1 242 | 90 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 1 131 592 | 0,74 | 82 255 | 11,35 | ||||
| 2025-04-02 | 13F | Marcum Wealth, LLC | 16 920 | 104,67 | 1 113 | 95,43 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19 141 | 1 391 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 331 880 | 15,81 | 24 124 | 28,02 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 12 425 | 3,77 | 903 | 14,74 | ||||
| 2025-08-14 | 13F | Fmr Llc | 159 789 | 10,73 | 11 615 | 22,40 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 42 158 | 34,54 | 3 064 | 48,74 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 9 614 | 7,53 | 699 | 18,91 | ||||
| 2025-08-05 | 13F | Freestone Capital Holdings, LLC | 2 801 | 204 | ||||||
| 2025-08-06 | 13F | Adviser Investments LLC | 103 866 | 1 515,33 | 7 550 | 1 689,10 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 256 | 91 | ||||||
| 2025-08-05 | 13F | Ciovacco Capital Management LLC | 79 815 | 39,15 | 5 802 | 53,79 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 36 600 | 175,04 | 2 660 | 204,00 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 25 866 | 4,28 | 1 880 | 15,27 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 6 242 | 454 | ||||||
| 2025-07-16 | 13F | Howard Capital Management Group, LLC | 5 357 | 389 | ||||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 3 859 | 281 | ||||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 2 264 471 | 0,57 | 164 604 | 23,22 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 16 473 | 1,92 | 1 197 | 12,71 | ||||
| 2025-08-06 | 13F | ZEGA Investments, LLC | 14 680 | 49,99 | 1 067 | 65,94 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 870 | 63 | ||||||
| 2025-07-21 | 13F | River Street Advisors LLC | 91 053 | 2,74 | 6 619 | 13,57 | ||||
| 2025-08-14 | 13F | Talisman Wealth Advisors LLC | 7 545 | 0,13 | 548 | 10,71 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 241 694 | 304,78 | 17 566 | 347,43 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 570 500 | 41 470 | ||||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 65 | 5 | ||||||
| 2025-08-13 | 13F | Bank Of Nova Scotia | 262 740 | 20,86 | 19 099 | 33,60 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 4 880 | 16,41 | 355 | 28,73 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 12 263 | 0,88 | 1 | |||||
| 2025-07-21 | 13F | Crews Bank & Trust | 1 040 376 | 5,78 | 75 625 | 16,92 | ||||
| 2025-07-22 | 13F | HFM Investment Advisors, LLC | 1 052 | 18,87 | 76 | 31,03 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 129 109 | 7,31 | 9 385 | 18,62 | ||||
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 9 598 | 11,32 | 698 | 23,14 | ||||
| 2025-08-05 | 13F | Atlas Private Wealth Advisors | 119 004 | 2,40 | 8 652 | 13,20 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 19 957 | 20,46 | 1 451 | 39,02 | ||||
| 2025-08-05 | 13F | Crestwood Advisors Group LLC | 25 425 | 15,18 | 1 848 | 27,36 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 889 | 82,15 | 283 | 101,43 | ||||
| 2025-07-16 | 13F | Five Oceans Advisors | 11 920 | 12,43 | 866 | 24,25 | ||||
| 2025-07-07 | 13F | Accelerate Investment Advisors LLC | 259 255 | 5,06 | 18 845 | 16,13 | ||||
| 2025-08-08 | 13F | Brogan Financial, Inc. | 70 441 | 4,70 | 5 120 | 15,73 | ||||
| 2025-08-08 | 13F | Atlantic Trust, LLC | 416 | 30 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 37 141 | 2 700 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | Call | 283 500 | 10,96 | 20 608 | 22,65 | |||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 41 | 3 | ||||||
| 2025-08-08 | 13F | Bailard, Inc. | 7 569 | 25,73 | 550 | 39,24 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 898 | 20,21 | 65 | 32,65 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 19 103 | 5,37 | 1 389 | 16,44 | ||||
| 2025-08-04 | 13F | One Day In July LLC | 805 761 | 17,36 | 58 571 | 29,73 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 561 432 | 1,94 | 40 811 | 12,68 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7 477 | 0,30 | 543 | 10,82 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 7 979 | 0,01 | 580 | 10,69 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 31 | 2 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 124 144 | 1,22 | 9 024 | 112 687,50 | ||||
| 2025-07-28 | 13F | Cutler Investment Counsel Llc | 109 680 | 11,14 | 7 973 | 22,85 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Core Growth Fund Investor Class Shares | 41 154 | 2 991 | ||||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 3 635 | 264 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 2 316 | 75,32 | 168 | 95,35 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 78 186 | 5 683 | ||||||
| 2025-07-31 | 13F | Sequent Asset Management, LLC | 2 983 | 217 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 43 804 | 71,50 | 3 168 | 89,75 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 144 872 | 0,69 | 10 531 | 11,30 | ||||
| 2025-07-31 | 13F | Shaker Investments Llc/oh | 21 794 | 5,09 | 1 584 | 16,21 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 606 321 | 37,61 | 44 073 | 52,11 | ||||
| 2025-07-14 | 13F | Proathlete Wealth Management Llc | 11 | 450,00 | 1 | |||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 4 742 | 345 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 158 994 | 32,88 | 11 557 | 46,89 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1 177 | 81,92 | 86 | 102,38 | ||||
| 2025-07-28 | 13F/A | Penbrook Management LLC | 3 500 | 254 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 68 914 | 258,18 | 5 009 | 295,97 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 34 181 | 145,61 | 2 485 | 171,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8 477 966 | 5,49 | 609 735 | 15,37 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 27 390 | 4,70 | 1 991 | 15,70 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 64 687 | 10,73 | 4 702 | 22,42 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 3 701 | 20,20 | 269 | 33,17 | ||||
| 2025-07-31 | 13F | Guardian Asset Advisors, LLC | 130 049 | 6,98 | 9 453 | 18,25 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 1 812 265 | 1,59 | 131 734 | 12,29 | ||||
| 2025-07-24 | 13F | Financial Security Advisor, Inc. | 64 760 | 0,04 | 4 707 | 10,60 | ||||
| 2025-08-05 | 13F | Gilbert & Cook, Inc. | 38 383 | 9,78 | 2 790 | 21,36 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 540 013 | 0,70 | 39 254 | 11,31 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 5 030 | 19,82 | 366 | 32,25 | ||||
| 2025-07-15 | 13F | Kagan Cocozza Asset Management | 272 474 | 4,60 | 19 806 | 15,63 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 1 181 | 86 | ||||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 11 156 | 5,01 | 819 | 24,85 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 55 102 | 0,63 | 4 005 | 11,25 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 927 722 | 0,80 | 67 436 | 11,43 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 16 845 | 3,22 | 1 224 | 14,07 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 171 818 | 15,78 | 12 489 | 27,97 | ||||
| 2025-08-11 | 13F | Amara Financial, Llc. | 4 228 | 4,06 | 307 | 14,98 | ||||
| 2025-07-17 | 13F | Olympus Wealth Management, Llc | 434 407 | 76,86 | 31 577 | 95,51 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 729 | 143,00 | 53 | 147,62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 73 909 544 | 13,88 | 5 372 | 25,90 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 60 | 400,00 | 4 | |||||
| 2025-07-15 | 13F | Hofer & Associates. Inc | 22 257 | 57,99 | 1 618 | 74,62 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 49 063 | 3 566 | ||||||
| 2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 3 ETF | 120 000 | 65,98 | 8 320 | 64,63 | ||||
| 2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 1 ETF | 86 400 | 19,66 | 5 990 | 18,71 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 15 884 712 | 11,39 | 1 154 660 | 23,13 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 3 178 | 231 | ||||||
| 2025-07-11 | 13F | Rockwood Wealth Management, LLC | 12 386 | 22,67 | 900 | 35,75 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 535 746 | 63,94 | 38 943 | 81,22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 115 512 | 30,40 | 8 397 | 44,14 | ||||
| 2025-07-28 | 13F | Twin Tree Management, LP | 223 647 | 16 257 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 315 127 | 0,56 | 22 907 | 11,17 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 204 293 | 11,19 | 14 850 | 22,91 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 171 674 | 20,87 | 12 415 | 34,13 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 752 588 | 8,54 | 54 706 | 19,98 | ||||
| 2025-07-10 | 13F | Kmg Fiduciary Partners, Llc | 480 481 | 1,60 | 34 926 | 12,31 | ||||
| 2025-08-13 | 13F | Mizuho Bank, Ltd. | 2 100 000 | 50,00 | 152 649 | 65,81 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 47 110 | 204 726,09 | 3 424 | 342 300,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 152 500 | 173,79 | 11 085 | 202,70 | |||
| 2025-08-12 | 13F | Retirement Planning Co of New England, Inc. | 14 501 | 12,80 | 1 054 | 24,73 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 2 758 | 200 | ||||||
| 2025-08-12 | 13F | Strategic Advisors LLC | 121 076 | 3,25 | 8 801 | 14,12 | ||||
| 2025-07-10 | 13F | HWG Holdings LP | 47 620 | 5,72 | 3 461 | 16,85 | ||||
| 2025-07-02 | 13F | Helen Stephens Group, LLC | 28 414 | 0,23 | 2 065 | 10,78 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 28 387 | 22,07 | 2 112 | 38,06 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 184 594 | 54,64 | 13 418 | 70,95 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 63 534 | 114,99 | 4 496 | 142,90 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 4 254 | 2,63 | 309 | 13,60 | ||||
| 2025-07-16 | 13F | Embree Financial Group | 13 835 | 0,42 | 1 006 | 10,93 | ||||
| 2025-08-06 | 13F | Stokes Family Office, LLC | 8 245 | 599 | ||||||
| 2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 3 780 | 14,72 | 275 | 26,85 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 26 806 | 2,90 | 1 949 | 13,72 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 29 352 | 10,13 | 2 134 | 21,75 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 627 089 | 246,46 | 118 273 | 282,97 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 1 500 | 109 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 229 651 | 4,09 | 16 693 | 15,05 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 154 363 | 1,71 | 11 221 | 12,42 | ||||
| 2025-07-23 | 13F | Wealth Management Nebraska | 575 614 | 0,52 | 41 628 | 10,55 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 7 039 | 111,44 | 512 | 134,40 | ||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 151 024 | 137,66 | 10 978 | 162,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 396 513 | 20,44 | 102 | 32,89 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 735 977 | 35,46 | 126 189 | 49,73 | ||||
| 2025-08-08 | 13F | Petix & Botte Co | 415 981 | 14,75 | 30 238 | 26,84 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 468 | 18,20 | 107 | 30,86 | ||||
| 2025-08-14 | 13F | Nepc Llc | 973 556 | 70 768 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 636 649 | 36,07 | 46 278 | 50,42 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 4 063 | 1,98 | 295 | 13,03 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 565 033 | 19,82 | 259 142 | 32,45 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4 825 | 0,96 | 351 | 11,46 | ||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 186 043 | 13 687 | ||||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 1 809 | 3 748,94 | 131 | 4 266,67 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 2 280 | 166 | ||||||
| 2025-05-06 | NP | DFNDX - Kensington Defender Fund Institutional Class | 118 903 | 14,25 | 7 819 | 8,99 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 22 372 | 1 626 | ||||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 285 043 | 5,16 | 20 720 | 16,25 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 374 540 | 46,64 | 27 225 | 62,10 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 6 774 | 16,53 | 497 | 30,10 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 248 298 | 10,56 | 18 049 | 22,21 | ||||
| 2025-07-25 | 13F | Quantum Financial Planning Services, Inc. | 464 827 | 4,57 | 33 788 | 15,59 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 87 820 | 28,13 | 6 384 | 41,62 | ||||
| 2025-07-07 | 13F | Upper Left Wealth Management, LLC | 106 828 | 13,17 | 7 765 | 25,10 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 48 435 | 17,11 | 3 521 | 29,46 | ||||
| 2025-08-07 | 13F | Nwam Llc | 50 601 | 42,08 | 3 678 | 57,11 | ||||
| 2025-08-11 | 13F | Stonebrook Private Inc. | 138 191 | 3,95 | 10 045 | 14,91 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - U.S. LargeCap Buffer April Account Class 2 | 79 218 | 10,64 | 5 758 | 22,30 | ||||
| 2025-07-18 | 13F | Client 1st Advisory Group, Llc | 500 817 | 2,88 | 36 404 | 13,72 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 970 | 1,25 | 71 | 12,90 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 710 891 | 20,37 | 51 675 | 33,06 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 26 275 | 108,27 | 1 910 | 130,28 | ||||
| 2025-05-15 | 13F | Evergreen Capital Management Llc | Put | 66 | ||||||
| 2025-08-11 | 13F | Rockbridge Investment Management, LCC | 420 143 | 12,96 | 30 540 | 24,86 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 26 372 | 6,57 | 1 917 | 17,76 | ||||
| 2025-08-07 | 13F | Americana Partners, LLC | 793 284 | 5,03 | 57 664 | 16,09 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 116 132 | 6,17 | 8 442 | 17,37 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 14 765 | 0,78 | 1 086 | 22,71 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13 743 533 | 22,18 | 999 018 | 35,06 | ||||
| 2025-07-17 | 13F | ERn Financial, LLC | 70 534 | 5,08 | 5 127 | 16,18 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 321 497 | 23 370 | ||||||
| 2025-07-09 | 13F | Catalyst Private Wealth, Llc | 49 489 | 0,24 | 3 597 | 10,81 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 111 605 | 8,20 | 8 113 | 19,61 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 170 896 | 5,01 | 12 422 | 16,08 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 73 514 | 0,79 | 5 344 | 11,41 | ||||
| 2025-07-17 | 13F | Guyasuta Investment Advisors Inc | 5 308 | 6,74 | 386 | 17,74 | ||||
| 2025-07-10 | 13F | Moller Financial Services | 2 984 | 217 | ||||||
| 2025-07-31 | 13F | Briaud Financial Planning, Inc | 3 905 | 0 | ||||||
| 2025-07-09 | 13F | Defined Wealth Management, Llc | 7 570 | 18,28 | 550 | 30,95 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 765 921 | 3,17 | 55 675 | 14,04 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 3 646 | 267 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 10 846 | 3,98 | 788 | 15,04 | ||||
| 2025-07-17 | 13F | Summit Financial Strategies, Inc. | 6 470 | 0,40 | 470 | 11,11 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5 472 | 2,17 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan Growth Allocation Class IB | 1 169 897 | 85 040 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 134 245 | 628,40 | 9 758 | 705,78 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 615 200 | 117,46 | 44 719 | 140,38 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 282 800 | 33,65 | 20 557 | 47,74 | |||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 25 074 | 2,04 | 1 823 | 12,82 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 416 | 0,07 | 103 | 9,68 | ||||
| 2025-08-07 | 13F | Traynor Capital Management, Inc. | 62 455 | 8,61 | 4 537 | 19,99 | ||||
| 2025-08-14 | 13F | Scott Marsh Financial, LLC | 3 320 | 241 | ||||||
| 2025-05-14 | 13F | Heritage Wealth Partners, LLC | 11 460 | 14,36 | 754 | 9,13 | ||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 309 703 | 0,49 | 22 512 | 11,08 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 183 225 | 40,16 | 13 319 | 54,93 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 20 425 | 15,55 | 1 485 | 27,71 | ||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 61 360 | 50,46 | 4 460 | 66,36 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 104 122 | 2,70 | 7 600 | 15,20 | ||||
| 2025-07-28 | 13F | Brown Financial Advisory | 1 029 929 | 6,89 | 74 866 | 18,16 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 60 279 | 14,92 | 4 382 | 27,21 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 11 633 | 113,06 | 846 | 135,38 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 506 104 | 9,46 | 36 789 | 21,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 175 705 | 23,05 | 12 772 | 36,01 | ||||
| 2025-07-10 | 13F | SK Wealth Management, LLC | 30 688 | 17,22 | 2 253 | 42,35 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 687 773 | 7 168,79 | 9 | −98,55 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 2 352 | 171 | ||||||
| 2025-07-29 | 13F | Kelman-Lazarov, Inc. | 369 916 | 16,36 | 26 889 | 28,62 | ||||
| 2025-08-15 | 13F | Strategic Investment Advisors / MI | 5 467 | 18,90 | 397 | 31,46 | ||||
| 2025-07-23 | 13F | Somerville Kurt F | 3 000 | 218 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 5 735 | 13,21 | 417 | 24,92 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 3 167 | 230 | ||||||
| 2025-08-08 | 13F | Geode Capital Management, Llc | 10 330 | 10,58 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 141 702 | 3,85 | 10 300 | 14,80 | ||||
| 2025-07-08 | 13F | Northstar Advisory Group, LLC | 6 087 | 442 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 12 267 | 4,46 | 919 | 23,85 | ||||
| 2025-08-14 | 13F | TT Capital Management LLC | 5 022 | 338 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 300 | 22 | ||||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 94 828 | 4,04 | 6 893 | 15,02 | ||||
| 2025-07-22 | NP | Goldman Sachs ETF Trust - Goldman Sachs U.S. Large Cap Buffer 2 ETF | 87 400 | 25,21 | 6 059 | 24,21 | ||||
| 2025-08-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 149 342 | 4,89 | 10 856 | 15,95 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 147 215 | 0,58 | 10 701 | 11,18 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 583 010 | 11,96 | 42 379 | 23,76 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 118 328 | 13,61 | 8 601 | 25,58 | ||||
| 2025-07-23 | 13F | Schrum Private Wealth Management LLC | 49 191 | 27,60 | 3 576 | 41,03 | ||||
| 2025-07-09 | 13F | Aaron Wealth Advisors LLC | 3 183 | 231 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 12 287 | 20,12 | 893 | 32,89 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 11 846 | 14,58 | 861 | 26,80 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 108 578 | 10,69 | 7 893 | 22,36 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 72 873 | 5 297 | ||||||
| 2025-07-23 | 13F | Cannon Wealth Management Services, LLC | 163 075 | 1,27 | 11 854 | 11,49 | ||||
| 2025-08-14 | 13F/A | Hutchinson Financial Advisors, INC | 46 566 | 3 385 | ||||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 171 512 | 1,74 | 12 467 | 12,47 | ||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 107 236 | 9,15 | 7 791 | 19,46 | ||||
| 2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 33 623 | 1,72 | 2 444 | 12,47 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10 257 | 14,54 | 746 | 26,70 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 199 417 | 1,52 | 14 496 | 12,22 | ||||
| 2025-08-13 | 13F | Nicolet Advisory Services, Llc | 29 017 | 72,51 | 2 123 | 104,63 | ||||
| 2025-08-13 | 13F | West Wealth Group, LLC | 330 847 | 8,77 | 24 628 | 22,70 | ||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 117 794 | 3,45 | 8 562 | 14,36 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 236 761 | 3,71 | 17 210 | 14,64 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 14 473 | 243,04 | 1 052 | 279,78 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 11 637 | 846 | ||||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 159 189 | 5,25 | 11 571 | 16,35 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 174 230 | 12 665 | ||||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 20 493 | 0,31 | 1 490 | 10,87 | ||||
| 2025-07-18 | 13F | Access Financial Services, Inc. | 24 372 | 1,67 | 1 772 | 12,37 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 94 513 | 902,37 | 6 870 | 1 008,06 | ||||
| 2025-07-31 | 13F | MN Wealth Advisors, LLC | 38 231 | 13,36 | 2 779 | 25,35 | ||||
| 2025-08-11 | 13F | Westover Capital Advisors, LLC | 35 931 | 0,39 | 2 612 | 10,96 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 206 635 | 3,83 | 15 020 | 14,77 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 3 262 | 75,66 | 237 | 94,26 | ||||
| 2025-07-25 | 13F | SPC Financial, Inc. | 305 860 | 2,63 | 22 233 | 13,45 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 27 928 | 0,03 | 1 837 | −4,57 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4 991 489 | 0,27 | 362 831 | 10,84 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 6 401 | 14,36 | 0 | |||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 17 034 | 31,13 | 1 238 | 44,96 | ||||
| 2025-07-18 | 13F | Arcadia Wealth Management, LLC | 126 092 | 1,13 | 9 166 | 11,80 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 143 269 | 15,45 | 10 414 | 27,62 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 6 433 969 | 43,37 | 467 685 | 58,48 | ||||
| 2025-05-19 | 13F | Smith Asset Management Co., LLC | 5 214 | 13,92 | 343 | 8,57 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 169 | 22,46 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 376 949 | 1 002,38 | 27 400 | 1 118,86 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 586 234 | 18,65 | 42 613 | 31,15 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 28 132 | 4,15 | 2 045 | 15,09 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 4 666 | 3,30 | 339 | 14,14 | ||||
| 2025-07-11 | 13F | Capital Advantage, Inc. | 197 706 | 10,07 | 14 371 | 16,06 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 5 530 | 54,60 | 402 | 70,64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 46 341 | 53,70 | 3 369 | 69,93 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 47 809 | 7,66 | 3 475 | 19,01 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 10 794 | 0,05 | 785 | 10,58 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 40 950 | 20,68 | 2 977 | 33,39 | ||||
| 2025-08-11 | 13F | Slagle Financial, LLC | 160 344 | 274,36 | 11 655 | 313,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 299 447 | 14,25 | 312 527 | 26,29 | ||||
| 2025-07-23 | 13F | Country Club Bank /gfn | 6 412 | 464 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 95 030 | 44,79 | 6 908 | 60,03 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 11 794 | 857 | ||||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 13 574 | 35,08 | 987 | 49,39 | ||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 167 005 | 19,44 | 12 140 | 25,94 | ||||
| 2025-08-14 | 13F | NCM Capital Management, LLC | 6 651 | 503 | ||||||
| 2025-04-29 | 13F | Hm Payson & Co | 448 873 | 15,26 | 29 518 | 9,94 | ||||
| 2025-08-06 | 13F | 360 Financial, Inc. | 16 556 | 3,85 | 1 203 | 14,79 | ||||
| 2025-07-23 | 13F | Woodside Wealth Management LLC | 4 675 | 9,10 | 340 | 20,64 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 4 671 668 | 1,60 | 339 573 | 12,53 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / Mo / | 2 896 | 211 | ||||||
| 2025-08-14 | 13F | Aldebaran Financial Inc. | 44 960 | 2,04 | 3 268 | 12,81 | ||||
| 2025-07-21 | 13F | Investment Planning Advisors, Inc. | 400 023 | 8,16 | 29 078 | 19,56 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 343 984 | 0,14 | 25 004 | 10,69 | ||||
| 2025-09-02 | 13F/A | FSC Wealth Advisors, LLC | 5 249 | 2 008,03 | 382 | 2 281,25 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 114 923 | 58,24 | 8 354 | 74,93 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 108 869 | 4,98 | 7 914 | 16,04 | ||||
| 2025-08-12 | 13F | Summit Global Investments | 10 954 | 11,01 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4 799 | 180,48 | 349 | 210,71 | ||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 1 650 | 1,41 | 0 | |||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 6 725 | 2,31 | 489 | 12,96 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 13 194 | 959 | ||||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 9 265 | 673 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 224 363 | 87,12 | 16 309 | 106,85 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 307 793 | 2,02 | 22 373 | 12,77 | ||||
| 2025-07-16 | 13F | Spirepoint Private Client, Llc | 22 145 | 1,26 | 1 610 | 11,89 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 303 879 | 22 089 | ||||||
| 2025-08-12 | 13F | Jefferies Financial Group Inc. | 7 187 | 4,66 | 522 | 15,74 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 913 360 | 58,74 | 66 392 | 75,47 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 60 196 | 6,21 | 4 376 | 17,39 | ||||
| 2025-08-14 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 141 190 | 2,00 | 10 263 | 12,76 | ||||
| 2025-07-11 | 13F | Busey Wealth Management | 2 805 | 204 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 1 544 | 21,77 | 112 | 34,94 | ||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 19 997 | 11,26 | 1 454 | 23,03 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6 018 | 16,65 | 437 | 28,91 | ||||
| 2025-07-09 | 13F | Keystone Wealth Services, LLC | 15 000 | 1 090 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 5 063 | 18,05 | 368 | 30,50 | ||||
| 2025-07-22 | 13F | Macroview Investment Management Llc | 5 412 | 1,03 | 393 | 11,65 | ||||
| 2025-07-15 | 13F | Highland Financial Advisors, LLC | 485 491 | 0,88 | 35 290 | 11,52 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 177 853 | 3,23 | 12 928 | 14,10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 1 265 046 | 4,57 | 91 956 | 15,59 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4 146 | 301 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 103 321 | 1,11 | 7 510 | 11,77 | ||||
| 2025-08-14 | 13F | Ieq Capital, Llc | 9 014 | 112,64 | 655 | 135,61 | ||||
| 2025-08-14 | 13F | Mendel Capital Management LLC | 3 600 | 0,17 | 262 | 10,59 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 349 028 | 12,76 | 25 371 | 24,64 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4 701 | 1,78 | 342 | 12,54 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 4 733 | 21,83 | 344 | 34,90 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 989 | 83,49 | 72 | 102,86 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 8 181 | 2,03 | 595 | 12,71 | ||||
| 2025-08-13 | 13F | Leslie Global Wealth, LLC | 419 871 | 11,98 | 30 520 | 23,78 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 366 552 | 26 645 | ||||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 717 | 57,58 | 52 | 79,31 | ||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 13 228 | 4,05 | 962 | 14,95 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 177 799 | 6,85 | 12 924 | 18,11 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 25 534 | 21,00 | 1 856 | 33,81 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 21 468 | 507,47 | 1 561 | 572,41 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 669 | 36,53 | 49 | 50,00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 18 209 | 0,49 | 1 247 | −0,24 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 12 374 | 0,45 | 899 | 10,99 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 7 707 | 1 | ||||||
| 2025-08-11 | 13F | Platform Technology Partners | 12 437 | 2,58 | 904 | 13,43 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 106 217 | 29,78 | 7 721 | 43,47 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 167 862 | 20,91 | 12 202 | 33,65 | ||||
| 2025-08-13 | 13F | New Harbor Financial Group, LLC | 5 057 | 368 | ||||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 11 420 | 84,52 | 830 | 104,43 | ||||
| 2025-07-15 | 13F | Signal Tree Financial Partners Llc | 10 654 | 3,71 | 774 | 14,67 | ||||
| 2025-07-15 | 13F | Maseco Llp | 6 | 0 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 5 354 | 389 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 16 300 | 226,00 | 1 179 | 261,35 | |||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10 605 | 0,23 | 771 | 10,79 | ||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 13 400 | 969 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 11 231 | 15,24 | 812 | 27,47 | ||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 4 800 | 349 | ||||||
| 2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 4 942 | 0,04 | 359 | 10,80 | ||||
| 2025-08-13 | 13F | Bernardo Wealth Planning LLC | 4 958 | 0,16 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 115 015 | 4,45 | 8 360 | 15,45 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 179 949 | 22,03 | 13 251 | 51,45 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 813 | 0,62 | 59 | 11,32 | ||||
| 2025-08-12 | 13F | Deutsche Bank Ag\ | 12 936 | 3,67 | 940 | 14,63 | ||||
| 2025-08-07 | 13F | Fountainhead AM, LLC | 2 904 | 211 | ||||||
| 2025-08-11 | 13F | Culbertson A N & Co Inc | 2 874 | 209 | ||||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 3 106 | 28,51 | 226 | 42,41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 65 666 | 738,11 | 4 773 | 826,80 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 43 788 | 51,64 | 3 183 | 67,65 | ||||
| 2025-07-10 | 13F | American Financial Advisors, LLC | 10 545 | 0,19 | 767 | 10,69 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 31 531 | 3,57 | 2 292 | 14,44 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 34 384 | 7,77 | 2 499 | 19,11 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 17 851 | 8,81 | 1 298 | 20,32 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 4 404 | 8,34 | 320 | 19,85 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 44 732 770 | 6,61 | 3 251 625 | 17,84 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 6 465 | 29,25 | 470 | 42,99 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 3 554 841 | 3,12 | 258 401 | 13,99 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 29 206 | 19,91 | 2 123 | 32,54 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 193 100 | 14 036 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 581 | 0,35 | 42 | 10,53 | ||||
| 2025-08-12 | 13F | Trivant Custom Portfolio Group, LLC | 13 141 | 22,23 | 955 | 35,27 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 119 647 | 99,34 | 8 697 | 120,34 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 30 180 | 1,43 | 2 194 | 12,12 | ||||
| 2025-08-11 | 13F | PFG Private Wealth Management, LLC | 7 042 | 1,41 | 512 | 12,06 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 13 502 | 0,28 | 981 | 10,85 | ||||
| 2025-07-15 | 13F | Perennial Advisors, LLC | 43 408 | 129,88 | 3 155 | 154,23 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 741 078 | 5,45 | 53 869 | 16,56 | ||||
| 2025-07-29 | 13F | ODonnell Financial Services, LLC | 726 076 | 1,62 | 52 778 | 12,33 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 83 811 | 6 | ||||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 126 303 | 41,10 | 9 181 | 55,96 | ||||
| 2025-08-07 | 13F | LOM Asset Management Ltd | 8 000 | 1 | ||||||
| 2025-07-18 | 13F | Dogwood Wealth Management LLC | 7 | 1 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler Financial Planning & Wealth Management | 239 783 | 1,90 | 17 430 | 13,31 | ||||
| 2025-08-05 | 13F | Holistic Financial Partners | 23 328 | 1 696 | ||||||
| 2025-07-21 | 13F | Tower View Investment Management & Research LLC | 106 348 | 6,83 | 7 730 | 18,09 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 92 | 41,54 | 7 | 50,00 | ||||
| 2025-07-22 | 13F | Financial Insights, Inc. | 442 147 | 12,61 | 32 140 | 24,48 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 128 930 | 0,84 | 9 372 | 11,47 | ||||
| 2025-08-14 | 13F | State Street Corp | 1 614 508 | 2,05 | 117 359 | 12,81 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 78 563 | 128,71 | 5 166 | 118,16 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 5 750 | 17,92 | 418 | 30,31 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 10 988 | 15,15 | 799 | 27,27 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 44 644 | 1 131,22 | 3 245 | 1 263,45 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 39 296 | 170,54 | 2 856 | 199,06 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 315 755 | 16,31 | 22 952 | 28,58 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 7 253 | 3,08 | 527 | 21,20 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 128 780 | 1,83 | 9 361 | 12,55 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 371 718 | 7,79 | 27 020 | 19,15 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 175 104 | 24,81 | 13 | 33,33 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 134 831 | 31,36 | 10 | 50,00 | ||||
| 2025-07-22 | 13F | Aspire Private Capital, LLC | 90 884 | 0,50 | 6 606 | 11,10 | ||||
| 2025-07-08 | 13F | Chemistry Wealth Management LLC | 10 370 | 15,17 | 754 | 27,20 | ||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 514 | 0,19 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2 404 388 | 174 775 | ||||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 10 411 | 0,78 | 757 | 11,34 | ||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 150 | 0,67 | 11 | 11,11 | ||||
| 2025-07-22 | 13F | Steele Capital Management, Inc. | 326 422 | 2,59 | 23 728 | 13,40 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 23 767 | 143,46 | 1 728 | 169,42 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 1 031 134 | 12,19 | 74 953 | 24,02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2 131 460 | 35,65 | 155 | 49,51 | ||||
| 2025-07-25 | 13F | One Degree Advisors Inc | 119 095 | 3,59 | 9 | 14,29 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 3 077 | 224 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 215 602 | 6,46 | 15 672 | 17,68 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 95 382 | 0,41 | 6 933 | 10,98 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 3 632 364 | 6,97 | 264 044 | 18,25 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 501 612 | 184,54 | 36 463 | 214,52 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 176 400 | 12 823 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 106 969 | 4,88 | 7 776 | 15,94 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 60 828 | 6,20 | 4 422 | 17,39 | ||||
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 4 312 251 | 7,18 | 313 458 | 18,48 | ||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 1 593 630 | 23,87 | 115 841 | 36,93 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 318 691 | 12,79 | 23 166 | 24,68 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 307 324 | 566,13 | 22 340 | 636,53 |
