Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF inkluderar Exchange Traded Concepts, Llc, AF Advisors, Inc., BOK Financial Private Wealth, Inc., Foronjy Financial Llc, Mayflower Financial Advisors, LLC, Luminist Capital LLC, Jump Financial, LLC, 21 West Wealth Management LLC, Semitam Bonam Llc, Bradley Foster & Sargent Inc/ct, Modern Wealth Management, LLC, Callan Capital, LLC, Evernest Financial Advisors, LLC, Blueprint Financial Advisors LLC, Atlantic Union Bankshares Corp, International Assets Investment Management, Llc, Dorsey & Whitney Trust CO LLC, Fortitude Family Office, LLC, Valpey Financial Services, LLC, och Charter Oak Capital Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | Johnson Investment Counsel Inc | 11 329 | 0,47 | 616 | 6,76 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7 695 | 372,09 | 418 | 403,61 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 76 085 | 2,65 | 4 138 | 9,07 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 17 880 | 1,68 | 972 | 8,00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 19 826 | 134,79 | 1 078 | 149,54 | ||||
| 2025-07-07 | 13F | Peterson Wealth Advisors, LLC | 696 729 | 1,51 | 37 888 | 20,24 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 260 | 14 | ||||||
| 2025-08-01 | 13F | Zhang Financial LLC | 153 067 | 7,36 | 8 324 | 14,06 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 036 | 56 | ||||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 93 944 | 5,64 | 5 109 | 12,24 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 22 581 | 12,53 | 1 | 0,00 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 150 610 | 72,75 | 8 190 | 83,59 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 398 243 | 7,91 | 21 656 | 14,65 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 3 213 | 20,97 | 175 | 28,89 | ||||
| 2025-07-18 | 13F | SigFig Wealth Management, LLC | 4 155 | 226 | ||||||
| 2025-07-29 | 13F | Orin Green Financial, LLC | 16 115 | 0,02 | 876 | 15,72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 46 596 | 6,01 | 2 534 | 12,63 | ||||
| 2025-07-31 | 13F | AF Advisors, Inc. | 128 000 | 6 961 | ||||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 263 872 | 4,17 | 13 505 | 4,36 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 136 985 | 2,55 | 7 449 | 21,48 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 18 401 | 1,34 | 1 001 | 7,64 | ||||
| 2025-07-21 | 13F | Montz Harcus Wealth Management LLC | 224 188 | 4,60 | 12 191 | 11,14 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 399 113 | 5,02 | 21 704 | 11,58 | ||||
| 2025-07-18 | 13F | Vicus Capital | 15 667 | 7,04 | 852 | 13,62 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7 357 | 0,38 | 400 | 6,67 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 41 378 | 2 250 | ||||||
| 2025-07-16 | 13F | Five Oceans Advisors | 4 820 | 3,52 | 262 | 10,08 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 627 323 | 3 714,44 | 34 | |||||
| 2025-08-29 | NP | MODRX - WisdomTree Siegel Moderate Digital Fund | 116 | 11,54 | 6 | 20,00 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 5 352 | 0,38 | 291 | 6,99 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 259 226 | 2 118,26 | 14 097 | 2 257,19 | ||||
| 2025-08-07 | 13F | Cvfg Llc | 87 316 | 10,11 | 4 748 | 17,00 | ||||
| 2025-07-21 | 13F | TFG Advisers LLC | 9 275 | 3,71 | 504 | 10,28 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 63 887 | 5,38 | 3 474 | 11,99 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9 674 | 0,90 | 526 | 7,35 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 13 761 | 0,96 | 748 | 7,32 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 171 330 | 0,87 | 9 317 | 7,17 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 101 417 | 5 515 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 32 383 | 32,82 | 1 761 | 41,22 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 10 009 | 551 | ||||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 56 576 | 5,95 | 3 077 | 12,59 | ||||
| 2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 94 | 176,47 | 5 | 400,00 | ||||
| 2025-07-16 | 13F | Register Financial Advisors LLC | 76 520 | 6,54 | 4 161 | 13,22 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 7 468 | 1,62 | 406 | 7,98 | ||||
| 2025-07-09 | 13F | Christopher J. Hasenberg, Inc | 18 188 | 50 422,22 | 989 | 98 800,00 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 12 196 | 13,29 | 663 | 20,55 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 123 943 | 2,49 | 6 740 | 8,90 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 269 232 | 12,82 | 14 641 | 19,87 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 978 616 | 13,23 | 161 977 | 20,31 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3 936 | 214 | ||||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 490 448 | 8,93 | 26 671 | 15,75 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 20 287 | 1 103 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 144 138 | 185,73 | 7 838 | 203,68 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60 794 | 38,99 | 3 306 | 47,68 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 280 444 | 8,13 | 15 251 | 14,89 | ||||
| 2025-08-04 | 13F | UNIVEST FINANCIAL Corp | 26 160 | 11,58 | 1 423 | 18,60 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 17 192 | 11,25 | 935 | 18,23 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 23 400 | 43,58 | 1 272 | 52,52 | ||||
| 2025-08-13 | 13F | Fiduciary Group LLC | 29 485 | 43,63 | 1 603 | 52,67 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 142 911 | 16,68 | 7 772 | 23,98 | ||||
| 2025-07-17 | 13F | Investment Research & Advisory Group, Inc. | 1 | 0 | ||||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 117 238 | 17,19 | 6 375 | 24,54 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 971 121 | 130,95 | 52 809 | 144,06 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 4 192 | 228 | ||||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 3 931 | 214 | ||||||
| 2025-07-22 | 13F | Ellenbecker Investment Group | 294 863 | 23,68 | 16 035 | 31,42 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 171 | 9 | ||||||
| 2025-08-29 | NP | LNGVX - WisdomTree Siegel Longevity Digital Fund | 170 | 6,92 | 9 | 12,50 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 173 720 | 1,04 | 9 447 | 7,35 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 15 596 | 848 | ||||||
| 2025-07-25 | 13F | Community Bank, N.A. | 45 | 2 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1 017 | 573,51 | 55 | 587,50 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 25 730 | 22 873,21 | 1 399 | 27 880,00 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 1 692 | 92 | ||||||
| 2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 86 151 | 99,96 | 4 685 | 112,47 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 5 926 | 4,46 | 322 | 11,03 | ||||
| 2025-07-29 | 13F | Semitam Bonam Llc | 37 168 | 2 021 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 25 600 | 374,07 | 1 392 | 404,35 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 15 198 | 64,98 | 856 | 93,00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19 155 647 | 7,11 | 1 042 | 13,77 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 2 698 043 | 25,95 | 146 720 | 33,82 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 4 672 | 254 | ||||||
| 2025-07-14 | 13F | S.A. Mason LLC | 34 488 | 1,48 | 1 875 | 7,82 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 194 442 | 2,48 | 11 | 11,11 | ||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 217 114 | 0,29 | 11 807 | 6,55 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78 049 | 22,75 | 4 244 | 30,42 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 14 466 | 787 | ||||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 12 488 | 679 | ||||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares | 597 982 | 7,53 | 32 518 | 14,26 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 681 | 37 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 23 414 | 1 653,86 | 1 273 | 1 772,06 | ||||
| 2025-08-15 | 13F | Truefg, Llc | 75 165 | 4,10 | 4 087 | 10,61 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 29 781 | 19,24 | 1 619 | 26,68 | ||||
| 2025-07-14 | 13F | Acropolis Investment Management, LLC | 4 212 | 0,10 | 229 | 6,51 | ||||
| 2025-07-22 | 13F | Wealthcare Capital Partners, LLC | 41 267 | 4,91 | 2 244 | 11,48 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 1 195 251 | 96,47 | 64 998 | 108,76 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 72 779 | 3,49 | 3 958 | 9,95 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 626 762 | 10,61 | 34 083 | 17,52 | ||||
| 2025-07-28 | 13F | ForthRight Wealth Management, LLC | 4 256 | 2,58 | 231 | 8,96 | ||||
| 2025-08-12 | 13F | Bokf, Na | 564 777 | 368,35 | 30 713 | 397,68 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 116 | 0,87 | 6 | 20,00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 14 884 | 22,67 | 809 | 30,48 | ||||
| 2025-08-29 | NP | EQTYX - WisdomTree Siegel Global Equity Digital Fund | 639 | 43,27 | 35 | 54,55 | ||||
| 2025-07-15 | 13F | Spectrum Planning & Advisory Services Inc. | 4 608 | 4,18 | 251 | 10,62 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 200 770 | 6,22 | 10 918 | 12,85 | ||||
| 2025-07-15 | 13F | Vestment Financial LLC | 3 679 | 203 | ||||||
| 2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 9 363 | 3,79 | 509 | 13,11 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 5 | 0 | ||||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 13 879 | 3,87 | 755 | 10,40 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 1 239 | 0,41 | 67 | 6,35 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1 017 | 5,72 | 55 | 12,24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 48 642 | 248,61 | 2 645 | 271,49 | ||||
| 2025-04-29 | 13F | Callan Capital, LLC | 24 063 | 1 232 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 1 139 430 | 19,41 | 61 962 | 26,88 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 17 990 | 20,13 | 978 | 27,68 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 1 213 | 1,34 | 66 | 6,56 | ||||
| 2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 35 345 | 1 922 | ||||||
| 2025-07-08 | 13F | FF Advisors,LLC | 144 930 | 1,37 | 7 881 | 7,89 | ||||
| 2025-07-29 | 13F | Marathon Strategic Advisors, LLC | 193 545 | 20,21 | 10 525 | 27,72 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 2 000 | 109 | ||||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 | 0 | ||||||
| 2025-08-08 | 13F | Citizens Financial Group Inc/ri | 22 951 | 13,08 | 1 248 | 20,23 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 47 151 | 4,37 | 2 564 | 10,90 | ||||
| 2025-07-17 | 13F | Eclectic Associates Inc /adv | 5 073 | 3,11 | 276 | 9,56 | ||||
| 2025-07-09 | 13F | High Probability Advisors, LLC | 16 782 | 2,61 | 913 | 8,96 | ||||
| 2025-08-28 | 13F | Midwestern Financial, LLC /IA | 4 573 | 249 | ||||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 384 152 | 4,36 | 21 359 | 20,39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 549 804 | 25,57 | 84 278 | 33,43 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 535 | 54,89 | 519 | 64,44 | ||||
| 2025-07-23 | 13F | Values Added Financial LLC | 6 120 | 50,89 | 333 | 60,39 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 38 248 | 125,25 | 2 080 | 139,24 | ||||
| 2025-08-11 | 13F | Addison Capital Co | 44 833 | 13,56 | 2 438 | 20,69 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 1 072 776 | 3,31 | 58 338 | 9,77 | ||||
| 2025-07-02 | 13F | Waller Financial Planning Group, Inc | 668 292 | 18,58 | 36 342 | 25,99 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 73 878 | 9 123,22 | 4 017 | 9 942,50 | ||||
| 2025-07-24 | 13F | Drucker Wealth 3.0, LLC | 12 349 | 12,83 | 689 | 23,04 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 53 823 | 36,42 | 2 927 | 44,92 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 515 423 | 7,10 | 28 029 | 13,80 | ||||
| 2025-07-14 | 13F | Iams Wealth Management, Llc | 6 449 | 4,20 | 351 | 10,76 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 3 206 368 | 8,17 | 174 362 | 14,93 | ||||
| 2025-07-09 | 13F | Alesco Advisors Llc | 22 263 | 47,61 | 1 211 | 56,94 | ||||
| 2025-08-04 | 13F | HBK Sorce Advisory LLC | 11 678 | 0,24 | 635 | 6,54 | ||||
| 2025-08-08 | 13F | Jacksonville Wealth Management, LLC | 66 192 | 9,59 | 3 600 | 16,43 | ||||
| 2025-08-07 | 13F | Nwam Llc | 5 231 | 292 | ||||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 6 987 | 0,03 | 380 | 6,16 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 5 969 | 16,76 | 325 | 24,14 | ||||
| 2025-08-12 | 13F | Power Wealth Management Llc | 47 551 | 4,59 | 2 586 | 11,13 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 6 | 0 | ||||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 501 | 0 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 7 580 | 24,26 | 420 | 40,13 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 5 961 | 0,37 | 333 | 11,78 | ||||
| 2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 433 645 | 34,25 | 23 582 | 42,65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 289 056 | 5,34 | 15 719 | 11,93 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 14 767 | 83,24 | 803 | 94,90 | ||||
| 2025-07-18 | 13F | Lockerman Financial Group, Inc. | 8 530 | 5,88 | 464 | 12,38 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 31 | 2 | ||||||
| 2025-07-29 | 13F | Curbstone Financial Management Corp | 21 700 | 8,50 | 1 180 | 15,35 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 5 850 | 0,95 | 318 | 7,43 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares | 303 634 | 4,08 | 16 512 | 10,59 | ||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 5 059 | 0,08 | 275 | 6,59 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 444 | 24 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 28 538 | 3,01 | 1 552 | 9,46 | ||||
| 2025-07-18 | 13F | RKL Wealth Management LLC | 554 543 | 15,33 | 30 156 | 22,55 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 442 486 | 0,41 | 24 062 | 6,69 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 8 875 | 229,31 | 483 | 251,82 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 181 130 | 4,09 | 9 850 | 10,60 | ||||
| 2025-07-07 | 13F | Taylor & Morgan Wealth Management, LLC | 7 658 | 416 | ||||||
| 2025-08-01 | 13F | Facet Wealth, Inc. | 2 726 120 | 10,45 | 150 618 | 18,86 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 128 408 | 54,06 | 6 983 | 63,70 | ||||
| 2025-08-26 | NP | TBFG - The Brinsmere Fund - Growth ETF | 165 904 | 2,54 | 9 022 | 8,95 | ||||
| 2025-07-31 | 13F | Guardian Wealth Advisors, LLC | 3 850 | 209 | ||||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 301 825 | 2,60 | 16 | 6,67 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 60 422 | 53,56 | 3 286 | 63,19 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 14 024 | 763 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 182 055 | 15,17 | 10 | 12,50 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 226 236 | 11,45 | 12 303 | 18,41 | ||||
| 2025-08-13 | 13F | Jackson Creek Investment Advisors LLC | 15 635 | 0,67 | 1 | |||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares | 30 713 | 0,31 | 1 670 | 6,57 | ||||
| 2025-07-22 | 13F | Tandem Investment Partners LLC | 49 315 | 6,74 | 2 682 | 13,41 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 109 559 | 25,22 | 5 958 | 33,06 | ||||
| 2025-08-14 | 13F | Headlands Technologies LLC | 697 | 38 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 213 | 1 371 | ||||||
| 2025-08-01 | 13F | Oarsman Capital, Inc. | 204 449 | 36,39 | 11 118 | 44,92 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 3 158 | 0,29 | 172 | 6,21 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 186 408 | 71,06 | 10 137 | 81,75 | ||||
| 2025-08-12 | 13F | Garrett Wealth Advisory Group, LLC | 7 678 | 7,84 | 418 | 14,56 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 895 | 308,68 | 49 | 336,36 | ||||
| 2025-08-13 | 13F | Elios Financial Group Inc. | 8 355 | 0,30 | 454 | 6,57 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 93 047 | 5 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 5 954 | 324 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 632 | 6,04 | 34 | 13,33 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 372 | 20 | ||||||
| 2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 5 308 | 1,72 | 0 | |||||
| 2025-08-25 | 13F/A | Promus Capital, LLC | 1 339 | 73 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 5 155 | 10,34 | 291 | 28,89 | ||||
| 2025-04-15 | 13F | Collier Financial | 2 215 | 1 202,94 | 113 | 1 155,56 | ||||
| 2025-08-14 | 13F | Pinnacle Family Advisors, LLC | 51 801 | 2 817 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 88 | 15,79 | 5 | 33,33 | ||||
| 2025-08-13 | 13F | Shepherd Financial Partners LLC | 281 857 | 2,38 | 15 327 | 8,79 | ||||
| 2025-08-06 | 13F | TKG Advisors, LLC | 35 126 | 2,60 | 1 910 | 9,02 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 1 | 0 | ||||||
| 2025-07-25 | 13F | Dynamic Financial Group | 3 823 | 208 | ||||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 26 036 | 2,61 | 1 416 | 9,01 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 48 524 | 7,46 | 2 639 | 14,20 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares | 524 814 | 9,03 | 28 539 | 15,84 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57 430 | 28,39 | 3 123 | 36,44 | ||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 222 550 | 8,08 | 12 102 | 14,84 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3 758 | 204 | ||||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 9 647 | 5,40 | 525 | 11,97 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 7 368 | 401 | ||||||
| 2025-08-15 | 13F | Manhattan West Asset Management, LLC | 65 341 | 8,85 | 3 553 | 15,66 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 151 567 | 1 016,60 | 8 242 | 1 087,61 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 215 375 | 10,87 | 11 712 | 17,82 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 17 289 | 3,22 | 940 | 9,68 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 45 705 | 3,53 | 2 485 | 10,00 | ||||
| 2025-08-01 | 13F | Biltmore Family Office, LLC | 136 | 7 | ||||||
| 2025-07-21 | 13F | Sterling Investment Counsel, LLC | 19 219 | 2,13 | 1 045 | 8,52 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 102 149 | 0,88 | 5 555 | 7,18 | ||||
| 2025-08-11 | 13F | October Effect Ltd | 3 898 | 212 | ||||||
| 2025-08-08 | 13F | Truepoint, Inc. | 5 355 | 1,00 | 291 | 7,38 | ||||
| 2025-07-15 | 13F | GSB Wealth Management, LLC | 14 109 | 10,85 | 767 | 17,82 | ||||
| 2025-08-06 | 13F | Reston Wealth Management Llc | 377 916 | 5,57 | 20 551 | 12,17 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 24 264 | 3,01 | 1 366 | 20,26 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 8 868 | 11,11 | 482 | 18,14 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 233 079 | 8,89 | 12 675 | 18,70 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 14 507 | 9,64 | 789 | 16,40 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 26 841 | 12,48 | 1 460 | 19,49 | ||||
| 2025-08-26 | NP | TBFC - The Brinsmere Fund - Conservative ETF | 135 921 | 2,67 | 7 391 | 9,09 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 11 153 | 152,62 | 606 | 169,33 | ||||
| 2025-07-21 | 13F | Tilia Fiduciary Partners, Inc. | 26 488 | 6,42 | 1 440 | 13,12 | ||||
| 2025-07-24 | 13F | Wealth Management Resources, Inc. | 185 758 | 11,30 | 10 102 | 18,26 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 14 090 | 0,78 | 766 | 7,13 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 65 322 | 854,44 | 3 552 | 914,86 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 5 336 | 290 | ||||||
| 2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 20 181 | 14,48 | 1 097 | 21,62 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 5 483 | 307 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 5 043 | 12,84 | 274 | 20,18 | ||||
| 2025-07-30 | 13F | Berkeley Capital Partners, LLC | 134 797 | 2,16 | 7 330 | 8,56 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 191 124 | 0,01 | 10 393 | 6,27 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 10 851 | 11,90 | 590 | 18,95 | ||||
| 2025-08-13 | 13F | Millington Financial Advisors, LLC | 137 303 | 11,49 | 7 751 | 31,85 | ||||
| 2025-08-07 | 13F | Alliance Wealth Management Group | 36 571 | 4,62 | 1 989 | 11,12 | ||||
| 2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 22 562 | 0,48 | 1 227 | 6,70 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 4 654 | 1 029,61 | 253 | 1 104,76 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 85 611 | 249,52 | 4 656 | 271,21 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 16 566 | 0,39 | 927 | 22,32 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 87 | 38,10 | 5 | 33,33 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 21 734 | 50,11 | 1 181 | 59,81 | ||||
| 2025-07-17 | 13F | Sterling Investment Advisors, Ltd. | 40 306 | 3,34 | 2 192 | 9,77 | ||||
| 2025-08-06 | 13F | Destiny Capital Corp/CO | 50 227 | 2,01 | 2 731 | 8,42 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 14 165 | 770 | ||||||
| 2025-08-11 | 13F | Estate Counselors, LLC | 7 030 | 21,63 | 382 | 29,49 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 13 608 | 740 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 162 489 | 2,69 | 8 836 | 9,11 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 17 021 | 6,24 | 926 | 12,94 | ||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 27 104 | 8,24 | 1 474 | 14,99 | ||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 4 299 | 234 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 305 646 | 9,77 | 16 621 | 16,64 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 3 475 | 189 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 1 031 994 | 10,06 | 56 120 | 16,94 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 15 263 | 830 | ||||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 22 036 | 35,75 | 1 198 | 35,06 | ||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 9 474 | 2,21 | 515 | 8,65 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 509 894 | 4,80 | 27 736 | 11,48 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 4 102 | 223 | ||||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 636 | 0,47 | 35 | 6,25 | ||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 71 804 | 5,96 | 3 905 | 12,57 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 305 | 17 | ||||||
| 2025-07-31 | 13F | Sumitomo Mitsui Trust Holdings, Inc. | 109 700 | 17,58 | 5 965 | 24,92 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 10 830 | 1,72 | 589 | 8,09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 39 175 | 9,14 | 2 130 | 15,95 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 29 663 | 29,70 | 1 613 | 37,86 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 283 724 | 19,20 | 15 429 | 18,52 | ||||
| 2025-08-04 | 13F | Mayflower Financial Advisors, LLC | 67 752 | 3 684 | ||||||
| 2025-07-10 | 13F | Legacy Financial Strategies, LLC | 6 094 | 4,33 | 331 | 11,07 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 285 956 | 10,42 | 15 550 | 17,33 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 11 088 | 16,86 | 603 | 24,12 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 4 480 | 244 | ||||||
| 2025-07-16 | 13F | American National Bank | 1 059 | 58 | ||||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 82 593 | 97,34 | 4 491 | 109,66 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 47 237 | 0,40 | 2 569 | 7,00 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 7 597 | 413 | ||||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 6 766 | 0,40 | 368 | 6,69 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 810 600 | 9,49 | 44 080 | 16,33 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 56 344 | 151,82 | 3 064 | 167,51 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 193 557 | 0,85 | 10 526 | 7,16 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 4 600 | 250 | ||||||
| 2025-08-13 | 13F | Jump Financial, LLC | 53 598 | 2 915 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 603 915 | 60,38 | 32 841 | 70,40 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 75 | 4 | ||||||
| 2025-08-13 | 13F | Safe Harbor Fiduciary, LLC | 214 | 29,70 | 12 | 37,50 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 354 542 | 5,10 | 19 280 | 11,68 | ||||
| 2025-07-17 | 13F | New Perspectives, Inc | 272 527 | 1,14 | 14 820 | 7,46 | ||||
| 2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 52 894 | 81,30 | 2 959 | 98,12 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 25 976 | 1 412 | ||||||
| 2025-07-22 | 13F | Alta Wealth Advisors LLC | 231 724 | 6,67 | 12 601 | 13,34 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 77 008 | 203,60 | 4 188 | 37,01 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 30 901 | 3,39 | 1 680 | 9,88 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 4 599 | 250 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 21 836 | 1 187 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 727 | 37,43 | 40 | 44,44 | ||||
| 2025-07-11 | 13F | My Legacy Advisors, LLC | 3 597 | 202 | ||||||
| 2025-08-15 | 13F/A | Symphony Financial, Ltd. Co. | 96 144 | 5 346 | ||||||
| 2025-05-15 | 13F | National Wealth Management Group, LLC | 17 993 | 202,66 | 921 | 183,08 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 816 324 | 111,13 | 44 392 | 124,33 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 75 179 | 418,19 | 4 088 | 450,94 | ||||
| 2025-07-10 | 13F | Charter Oak Capital Management, LLC | 10 298 | 560 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 6 643 917 | 4,31 | 361 296 | 10,84 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 19 027 | 4,62 | 1 035 | 11,18 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 84 405 | 14,98 | 4 590 | 22,15 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 874 665 | 0,79 | 47 564 | 7,09 | ||||
| 2025-08-11 | 13F | Independent Advisor Alliance | 19 627 | 14,20 | 1 067 | 21,39 | ||||
| 2025-08-08 | 13F | Compass Financial Services Inc | 549 | 30 | ||||||
| 2025-07-28 | 13F | Evernest Financial Advisors, LLC | 17 846 | 970 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 434 356 | 1,84 | 24 | 9,52 | ||||
| 2025-08-13 | 13F | Luminist Capital LLC | 58 553 | 3 223 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 352 | 19 | ||||||
| 2025-08-12 | 13F | Seeds Investor Llc | 7 960 | 433 | ||||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 10 454 | 32,97 | 568 | 41,29 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 53 641 | 23,19 | 2 917 | 30,88 | ||||
| 2025-08-12 | 13F | Blueprint Financial Advisors LLC | 16 255 | 884 | ||||||
| 2025-04-22 | 13F | Shum Financial Group, Inc. | 47 649 | 1,54 | 2 439 | −4,99 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 202 056 | 3,88 | 10 988 | 10,38 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 92 346 | 53,07 | 5 022 | 62,65 | ||||
| 2025-07-25 | 13F | Landmark Wealth Management, LLC | 7 511 | 11,56 | 0 | |||||
| 2025-07-11 | 13F | Windsor Capital Management, LLC | 176 356 | 0,44 | 9 590 | 6,72 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 3 790 | 206 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 32 | 6,90 | ||||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 5 690 | 309 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17 236 | 0,42 | 1 | |||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 396 454 | 12,09 | 21 559 | 19,10 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 5 212 | 6,45 | 283 | 13,20 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1 017 | 3 078,12 | 55 | 5 400,00 | ||||
| 2025-08-26 | NP | Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares | 123 882 | 1,10 | 6 737 | 7,42 | ||||
| 2025-07-22 | 13F | Valpey Financial Services, LLC | 13 057 | 710 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 110 268 | 3,58 | 6 225 | 14,41 | ||||
| 2025-07-10 | 13F | Sharkey, Howes & Javer | 71 315 | 13,82 | 3 878 | 20,96 | ||||
| 2025-07-15 | 13F | Maseco Llp | 4 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 44 873 | 3,51 | 2 440 | 10,01 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 43 | 2 | ||||||
| 2025-07-29 | 13F | Northern Capital Management, Inc. | 13 764 | 4,07 | 748 | 10,65 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 8 252 | 0,45 | 449 | 6,67 | ||||
| 2025-08-11 | 13F | Covestor Ltd | 125 | 220,51 | 0 | |||||
| 2025-07-17 | 13F | G&S Capital LLC | 74 030 | 0,35 | 4 026 | 6,62 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 222 675 | 4,53 | 12 109 | 11,07 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 145 668 | 9,75 | 7 921 | 16,61 | ||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 73 592 | 20,19 | 4 002 | 27,71 | ||||
| 2025-08-01 | NP | APSHX - Pinnacle Sherman Multi-Strategy Core Fund Class A | 48 330 | 2 628 | ||||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 860 852 | 6,04 | 46 813 | 12,67 | ||||
| 2025-08-14 | 13F | Tudor Investment Corp Et Al | 74 559 | 53,41 | 4 055 | 63,01 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 565 | 32 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 83 051 | 4 516 | ||||||
| 2025-08-14 | 13F | Graney & King, LLC | 1 704 | 0,06 | 93 | 5,75 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 6 993 | 19,31 | 358 | 11,56 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 2 617 | 127,37 | 142 | 144,83 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 51 363 | 20,16 | 2 793 | 27,71 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 434 897 | 31,97 | 78 030 | 40,22 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 23 732 | 13,73 | 1 291 | 20,90 | ||||
| 2025-08-05 | 13F | Towercrest Capital Management | 45 211 | 5,46 | 2 459 | 12,03 | ||||
| 2025-08-08 | 13F | Compass Wealth Management LLC | 66 357 | 7,58 | 3 608 | 14,32 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 86 906 | 2,84 | 4 726 | 9,25 | ||||
| 2025-07-23 | 13F | Laraway Financial Inc | 6 731 | 0,04 | 366 | 6,40 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 443 554 | 1,93 | 78 276 | 8,00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 420 465 | 5,55 | 22 865 | 12,14 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 509 | 0,39 | 28 | 8,00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 35 024 | 125,21 | 1 905 | 139,50 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9 707 | 528 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 12 897 | 4,04 | 701 | 10,57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 32 227 | 11,25 | 1 753 | 18,22 | ||||
| 2025-08-04 | 13F | Barnes Dennig Private Wealth Management LLC | 257 | 14 | ||||||
| 2025-08-08 | 13F | Creative Planning | 83 062 157 | 3,65 | 4 516 920 | 10,13 | ||||
| 2025-08-15 | 13F | Optimist Retirement Group LLC | 4 806 | 0,08 | 261 | 6,53 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13 097 | 0,02 | 712 | 6,27 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 148 142 | 3,02 | 8 | 14,29 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 7 441 | 15,71 | 405 | 22,80 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8 380 | 1,51 | 456 | 7,82 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 846 902 | 117,82 | 46 055 | 131,44 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 13 244 | 2,14 | 720 | 8,60 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 205 089 | 4,28 | 11 153 | 10,80 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 31 205 | 42,04 | 1 735 | 63,89 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1 964 | 107 | ||||||
| 2025-08-11 | 13F | Farrow Financial Inc. | 48 326 | 0,64 | 2 628 | 6,92 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 1 100 | 10,55 | 0 | |||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 5 388 | 15,62 | 293 | 23,11 | ||||
| 2025-07-23 | 13F | Sachetta, LLC | 14 331 | 52 977,78 | 779 | 77 800,00 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 347 726 | 53,10 | 18 909 | 62,69 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 759 881 | 3,88 | 41 323 | 10,37 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 5 142 | 3,46 | 280 | 9,84 | ||||
| 2025-08-01 | 13F | Auto-Owners Insurance Co | 1 040 000 | 248,65 | 56 560 | 217,34 | ||||
| 2025-05-02 | 13F | Napatree Capital Llc | 33 589 | 338,90 | 1 719 | 311,24 | ||||
| 2025-07-30 | 13F | Securian Asset Management, Inc | 8 000 | 116,22 | 435 | 130,16 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 138 757 | 16,38 | 7 546 | 23,65 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 85 221 | 0,37 | 4 634 | 6,65 | ||||
| 2025-08-13 | 13F | Lumbard & Kellner, LLC | 179 723 | 1,32 | 9 773 | 7,66 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 37 099 | 1,32 | 2 017 | 7,69 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1 | 8 000 | 116,22 | 435 | 130,16 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 47 759 | 2,27 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 5 277 | 287 | ||||||
| 2025-08-12 | 13F | Archer Investment Corp | 24 | 1 | ||||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 731 058 | 94 135 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 57 145 | 10,98 | 3 108 | 17,91 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 168 018 | 2,60 | 9 137 | 9,01 | ||||
| 2025-08-25 | 13F/A | Neuberger Berman Group LLC | 7 604 | 414 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 460 627 | 11,23 | 25 | 19,05 | ||||
| 2025-08-12 | 13F | Mystic Asset Management, Inc. | 6 581 | 8,24 | 358 | 14,79 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 16 457 | 59,05 | 895 | 69,00 | ||||
| 2025-08-06 | 13F | Texas Yale Capital Corp. | 7 150 | 389 | ||||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 4 420 | 240 |
